HomeMy WebLinkAbout02-1028PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~ l~ ~ N ~~-`nL- ~'
also known as
Deceased.
Social Security No. `-~ ~% ~ ' '~~ - 3 ~-~ c~
No. n21- O~ - /Oo2~3
To:
Register of Wills for the
County of ~ ~-Y~~b~`-~`°'d in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut r ~ ~ named
in the last will of the above decedent, dated ~° b ~ , 19 ~(, ~1
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C ~~-t~~~~ ' ~t~`~~- County, Pennsylvania, with
h~ s last family or principal residence at ~~~ ~' C ca ~ 1 ~ ~ z ~~ ~l ~ ~ ~ k ~ n~ vr,'rk-~~
(list street, number and muncipality)
Decendent, then ~ ~~_ years of age, died ~` t.:' ~ Z- ,~' C' ~- ,
at Cc.-~\tsk. Cl`l~clicck C_c~-r~-~e;
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will 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:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters'.1
(testamentary; a ministration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
S3
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 personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estatee according to law.
Sworn to or affirmed and subscribed ~ ~~ "~~ ` "'' ~
e re me this ~ day of ~ ~
.~ , , , ~ _. ~, n
ti
~o
~~ Register
'~ ~r.~
$ 1 ~, c~ ~;~::
$ d ~ ~~ e• c-, c~ _
Estate of Floci~ ~ ~~ ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~~~ ~Dl/F~'i8~'R in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated ~FLg Q ,!..~~-,~
described therein be admitted to probate and filed of record as the last will of
and Letters
are hereby granted to
FEES _
Probate, Letters, Etc. ......... ~2~~_
S~o~~~ificates( ) .......... ~ t~-
Renunciation ................ $-~~
~~
TOTAL $~-
Filed .... ~!! , /~- O,y . ................. .
Register of Wits ~,2.u.~/~J "
ATTORNEY (Sup. Ct. LD. No.l
ADDRESS
PHONE
his Ib ru ~ r~f`y rear the i,~fnrralarion here liven is correctly copied from an original certificate of death duly died with me as
Local t2 °_;isua;~. Che origina certificate will ~~e forwarded to the Sr.~t:v ~`iral Records Office for per(na)1er r f)iing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
,_•~~ her ;nip cc°rritica~e, tii~'.OU
t=-+RiJ11l1it ~ . ~~,A.~-~~
Local Registrar
---~'-- 87.0~~48 _
^4(3,
_ N 0 V _ _14 .2002 __
~.: rC'
H105.1u Rev. 2107 COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT Of HEALTH • VITAL RECORDS
INT CERTIFICATE OF DEATH
_NT NAME Of DECEDENT (f np. M,ddl. foul n /~{~/ C p STA/E FOIE NUMBER
~ '• FL Uy/J D i/ /OrY C,L TE Ma.Le SO75ECURITY N~AgER
JY -3509 DATE aF pEATH,M«gl. wy. may,
AGEIIap B+IMay) UNOER,YEAR UNOERtDAY ]~ INov. 12,2002
DATE OF BIRTH B1iRHPLACE (C
Mrxan• • D•y Hour • Mimdp ~MOmn. Day. 'Aeerl '~'aq PLACE OF OEA1M ICnetk °"M one-an msruOlgry on oll•er v°sl
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Y° 3/21/1936 Pa.~nbuxy, Neb. Inpati•M® E OTHER:
S • PoryOutpalbM U OOA ^ Nws••, dr••r
COUNTY OF DEAR E' 7. ,kMr ^ RnWnu^
CfTY, BORO. TWPOF DEATH FACILRY NAME HI rwl ,ng~ ~• isoacMl ^
Mron, gne prM and numcer~ WAS DECEDENT OF HISPANIC ORIGIN)
,~~ • a Cumbert.~and k Can2.~e2e ~Can.~~32e Med~.ea.2 Centex ~"~"'"°""~~""N/1i1`"`
No ~ M. ^ n r•a •P.cM town,
DECEDEM'S USUAI OGCUPATKM/ KMD OF BUSINESS/INDUSTRY WAS DECEDENT EVERIN ~`~°•~"Op~"•"° wh•(.te
DECEDENT'S EDUCATION k +0•
(Gv3•egN~Md wrpkp°yy °yryg rrgllp U.S. ARµE DFORCES) ~ MARITAL $TATUS~Martw°
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9~• Fedena.~ Govt. M.LJ' ,~^ ~+aMS.tandary IHwaa.9"•me°ennvrw,
OECEDEM'S MAILING AOOgE53(SkM.CMrtu•n.Stl•. 29 LO41 DECEDENT'S ']' 11.
4338 Caa.~le.2e Rd. AGTUAL 17..Slat. Penndu.~van.~a M1 "•
RESIDENCE ~~ ,Ta.t>1 M..dPt.d.M,a.eb D.~Ck.i,n~on
a2dnen~s, PA 17324 ~n~,a ~a°;"' Cumbea2and ~^b• "
FRNER'S NAME (Fip, Mipp•. Lap) 1]D, brnsnipi No, d•c•0•M MaW
',t p tTa^ wllan aclutl Hmeatl
,a• G1,c.•~bfAh Nance MOTHEWSNAME(Fap,MidOle.Maidar•S«namel °IYID«
INFIxiMIW7'S NAMEp(lpypd ~F, „• Anna Leggett
M~(.Che•C.(. L' V• LCLCa~S INFORMANT'S MNLIND AC~~RESSI
M~E'rNOOOFpsPOSITKxa ]ae 7 yan1222 Ult. .w"~o,eS,~"yr°~I,~ngd, PA 17065
~y-qp~ DATE OF DISPpSIT10N PLACE OF DISPOSRION
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IICENSE NUMBER NAME ANO ADDRESS OF FAC0.fTY
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LAST WILL AND TESTAMENT
OF
FLOYD D. NANCE
I, FLOYD D. NANCE, Social Security Number 507-34-3509, of the
State of Pennsylvania, declare that this is my LAST WILL AND TESTAMENT
and I revoke all other wills and codicils previously made by me.
FIRST: I appoint my Wife, SHIRLEY A. NANCE, as my Personal
Representative concerning this Will. If she is unable or fails to
serve, I then appoint my daughter, MICHELLE N. CONKLIN to serve as my
Personal Representative. If MICHELLE N. CONKLIN is unable or fails to
serve, I then appoint my daughter, JULIA A.M. NANCE to serve as my
Personal Representative.
a. I request that my Personal Representative be permitted to
serve without bond or surety thereon and without the intervention of
any court, except as required by law. I direct that my Personal
Representative act in unsupervised administration so as to administer
my estate with a minimum of court supervision. If it becomes necessary
to have ancillary administration of my estate in any jurisdiction where
my Personal Representative is unable or does not desire to qualify as
ancillary legal representative, I appoint as such ancillary legal
representative such individual or corporation as my Personal
Representative shall designate, in writing.
b. I direct my Personal Representative to pay the expenses
of my last illness, the expenses of a funeral appropriate to my station
in life and custom of living (including a suitable monument or marker
for my grave), and written charitable pledges which I have made. I
grant my Personal Representative the power to extend or renew any debt
for such time as my Personal Representative shall deem appropriate.
c. All estate, inheritance, succession and other death taxes
with respect to all property passing under this my Will shall be paid
from and borne by the principal of my residuary estate, without regard
to reimbursement, as if such taxes were administration expenses. My
Personal Representative may pay such taxes at any time deemed
advisable, whether or not then due and payable.
d. My Personal Representative is requested to settle my
estate as soon after my death as may be practicable, and to pay or
deliver every legacy or bequest to my beneficiaries without waiting any
time that may be believed to be customary in probate matters.
PAGE 1
~ ,~~
OF 5 PAGES /~" ~ ~ V ~~~~ ,~
e. I have served in the Armed Forces of the United States.
Therefore, I direct my Personal Representative to consult with a Legal
Assistance Attorney at the nearest military installation and with the
Department of Veterans Affairs and the Social Security Administration
to ascertain if there are any benefits to which my family members are
entitled by virtue of my military service.
SECOND: To each of my grandchildren. I specifically give and
bequeath ONE THOUSAND AND FIVE HUNDRED DOLLARS.
THIRD: I give, devise and bequeath, absolutely and forever, all
the rest, residue and remainder of my estate and property of which I
may be seized or possessed, or to which I may be entitled, at the time
of my death, wherever situated or of whatever nature, be it real,
personal, or mixed, to my Wife, SHIRLEY A. NANCE, as her sole and
absolute property ifshe shall survive me.
FOURTH: In the event that my Wife, SHIRLEY A. NANCE shall not
survive me, I give, devise and bequeath, absolutely and forever, all of
the rest, residue and remainder of my estate and property of which I
may be seized or possessed, or to which I may be entitled, at the time
of my death, wherever situated or of whatever nature, be it real,
personal, or mixed, to my children, MICHELLE NANCE CONKLIN and JULIA
A.M. NANCE and to any child or children that have been or may be born
to or adopted by me, in shares of substantially equal value to be
divided as they may agree.
a. If any of my children shall not survive me, then the
share of that deceased child shall go to the descendants of that child,
who are to take per stirpes and not per capita. If any of my children
shall not survive me and shall not be survived by any descendants, then
the share of that deceased child shall be distributed to my surviving
children and the descendants of any of my other children who fail to
survive me, in the manner set forth above.
b. If they are unable to agree, the division among my
children and the descendants of any of my children who fail to survive
me shall be made by my Personal Representative, in that person's sole
and absolute discretion. I empower my Personal Representative to sell
any or all of such property, if such property is not distributed in
kind hereunder, and to distribute the proceeds among my said children
in substantially equal shares. Any determination of my
Personal Representative as to what should pass or be sold under this
paragraph and to whom it should pass or be delivered or at what price
it should be sold shall be conclusive.
PAGE 2
OF 5 PAGES~_ ~ ~
FIFTH: If there is a complete failure of takers under the
preceding paragraphs, the property undisposed of shall go to my heirs
determined at the time of my death, pursuant to the Statutes of Descent
and Distribution in effect, in the state of my domicile, at the time of
my death.
SIXTH: If any beneficiary to any share of my estate which is not
subject to the provisions of any trust which may be created by this
will is at the time of distribution of his or her share, a minor under
the laws of his or her domicile, I direct that the minor's share be
converted into qualifying property and delivered to the minor's
Guardian as Custodian for the minor under the Uniform Gifts to Minors
Act or the Uniform Transfers to Minors Act as may then be in effect in
either the state in which the beneficiary or the Custodian resides, or
any other state of competent jurisdiction.
a. The Uniform Gifts to Minors Act or The Uniform Transfers
to Minors Act, as may then be in effect in the state concerned, is
hereby incorporated by reference. The property affected by the Act
shall be managed, held, and distributed in accordance with the
provisions of the Act.
b. The financial custodian will serve without bond or surety
and without intervention of any court, except as required by law.
c. The receipt by the Custodian, for the minor, of any
principal or income transferred pursuant to this paragraph shall be a
full acquittance and discharge of my Personal Representative or
Trustee, as applicable, from liability with respect to such transfer
and from further accountability for the principal or income so
transferred.
SEVENTH: Except as otherwise provided in this Will, I have
intentionally failed to provide for any other relatives or other
persons, whether claiming to be an heir of mine or not. Insofar as I
have failed to provide in this Will for any of my issue now living or
later born or adopted, such failure is intentional and not occasioned
by accident or mistake.
EIGHTH: Any beneficiary who fails to survive until one hundred
twenty (120) hours after my death shall be deemed to have predeceased
me, and the gift to that beneficiary shall be disposed of accordingly.
PAGE 3 ~
OF 5 PAGES ~ ~'~ ~
1i~
NINTH: Definitions:
a. The term "children" as used in this Will includes adopted
and afterborn persons. The term "children" as used in this Will shall
not include step-children, the natural born or adopted children of a
person's spouse who are not the natural born or adopted children of the
person. A relationship by or through legal adoption shall be treated
the same as a relationship by or through blood for purpose of
succession to property under this Will.
b. The term "descendants" as used in this Will means the
immediate and remote lawful, lineal descendants by blood or adoption of
the person referred to who are in being at the time they must be
ascertained in order to give effect to the reference to them.
c. The term "Personal Representative" as used in this Will
means Executor, Executrix, Independent Executor, or any other title of
like import which is used to describe such a fiduciary.
d. The term "per stirpes" as used in this Will means that
whenever a distribution is to be made to the descendants of any person,
the property to be distributed shall be divided into as many shares as
there are (1) living children of the person, and (2) deceased children,
who left descendants who are then living, of the person. Each living
child (if any) shall take one share and the share of each deceased
child shall be divided among his then living descendants in the same
manner.
TENTH: In addition to any powers granted by the laws of the state
in which this Will is probated, I hereby authorize and empower the
fiduciaries named in this Will, to the extent of the discretion herein
granted, to sell, exchange, convey, transfer, assign, mortgage, pledge,
lease or rent the whole or any part of my real or personal estate, to
invest, reinvest, or retain investments of my estate, to perform all
acts and to execute all documents which my fiduciaries may deem
necessary or proper in regard to my property. If any of my fiduciaries
elect to receive compensation for services, such compensation will be
that allowed by law.
ELEVENTH: If any part of this Will shall be invalid, illegal, or
inoperative for any reason, it is my intention that the remaining
parts, so far as possible and reasonable, shall be effective and fully
operative. My Personal Representative may seek and obtain court
instructions for the purpose of carrying out as nearly as may be
possible the intention of this Will as shown by the terms hereof,
including any terms held invalid, illegal, or inoperative.
PAGE 4 /
OF 5 PAGES ~~~~ ~---~~ , ~'C
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this
day of Fy~fj~,~~/'~/ , 19~~, set my hand and seal to
this my LAST WILD AND ~E$TAMENT, consisting of 5 typewritten pages,
each page bearing my handwritten signature.
This document was prepared under the authority of 10 U.S.C.
section 1044, and implementing military regulations and instructions,
by JOHN T. ROTHWELL, who is licensed to practice law in the State of
Arkansas.
(SEAL)
FLO D. NANCE
The foregoing instrument was, at Carlisle Barracks, Pennsylvania,
this '~; day of ef31~n , 19~, signed, sealed, published
and declared by FLOYD D. NAN E, the testator, to be his LAST WILL AND
TESTAMENT in the presence of all of us at one time, and at the same
time we, at his request and in his presence and in the presence of each
other, have hereunto subscribed our names as attesting witnesses, and
we do so verily believe that the said testator is of sound and
disposing mind and memory at the date he f.
J ~' ~~~~
f~ E) ,~
OF ~~ 2 - OF GOYULDa
~~Z
.~- Q
~I 7
OF P5GPAGES ~~ V C~~ ~ ~i
COMMONWEALTH OF PENNSYLVANIA
CUMBERLAND COUNTY
ACKNOWLEDGMENT
I, FLOYD D. NANCE, testator, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law,
do hereby acknowledge that I signed and executed the instrument as my
Last Will; that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
(SEAL)
FLOY D. NANCE
AFFIDAVIT
We, ~ ~Z° ~ y0~~ ~ ~ol~~ ~ ~ ~G- ~n _ , and
~;, ~, ~,~~~~~,-, , the witnesses, sign our names to this
rostrum being duly qualified according to law, do depose and say
that we were present and saw the testator sign and execute the
instrument as his Last Will; that the testator signed willingly and
executed it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testator signed the will as a witness; and that to the best of our
knowledge the testator was at that time 18 or more years of age, of
sound mind and under no c train r u u 'nfluence.
Wi ness Witness Witnes
Subscribed, sworn to and acknowledged before me by FLOYD D. NANCE,
the testator, and subscribed and sworn to before me by
/~/i/7~~' ~' L ~/y'C~'c~ , J~0~3C~R~ J ~ • ~DYV4- ~~~ , and
v ,~,'i-(~~ ` cC- ~ i
the witnesses, this ~ ~ day of
NOTARY PUBI~tC My
ssion Expires: ~ ,fl~~~
Notarial Seal
ROSalin Juarbe, Notary Public
Harrisburg, Dauphin County
My Commission Expires Sept. i8, 2000
ember, Pennsylvania Association of Kota es
v
CERTIFICATION OF NOTICE UNDER RULES 5.6 a
Name of Decedent: Floyd D. Nance
Date of Death: November 12, 2002
Will No: 21-02-1028
To the Register:
I certify that notice of beneficial interest 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 December 3, 2002:
Michelle D. Lucas
7 Yankee Drive
Mt. Holly Springs, PA 17065
Ashley N. Conklin
c/o Michelle D. Lucas
7 Yankee Drive
Mt. Holly Springs, PA 17065
Morgan Renee Lucas
c/o Michelle D. Lucas
7 Yankee Drive
Mt. Holly Springs, PA 17065
Julia A.M. Nance
6 Franklin Street
Mt. Holly Springs, PA 17065
Domnick C. Nance
c/o Julia A.M. Nance
6 Franklin Street
Mt. Holly Springs, PA 17065
Dalton Jonathan Lee Barclay
c/o Julia A.M. Nance
6 Franklin Street
Mt. Holly Springs, PA 17065
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions.
Date: December 3, 2002
Ronal .Johnson, Esquire
78 W Pomfret Street
Carlisle, PA 17013
Phone: 717-243-0123
Capacity: Counsel for personal representatives
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
N0. CD 002841
JOHNSON RONALD ESQUIRE
301 MARKET STREET
LEMOYNE, PA 17043
fold
ESTATE INFORMATION: ssN: 507-34-s5os
FILE NUMBER: 2102- 1 028
DECEDENT NAME: NANCE FLOYD D
DATE OF PAYMENT: 07/25/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 / 1 2/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
TOTAL AMOUNT PAID:
REMARKS: MICHELLE D LUCAS C/0
RON JOHNSON ESQUIRE
CHECK#105
SEAL
INITIALS: AC
RECEIVED BY: DONNA M. OTTO
REGISTER OF WILLS
54,349.06
DEPUTY REGISTER OF WILLS
/~ ion- ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-06D1
RONALD E JOHNSON ESQ
ANDREWS & JOHNSON
78 W POMFRET ST
CARLISLE PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Amount Remitted
REY-1547 E% AFP (O1-OS)
09-15-2003
NANCE FLOYD D
11-12-2002
21 02-1028
CUMBERLAND
101
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMEWT, ALLOWANCE OR
---------------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NANCE FLOYD D FILE N0. 21 02-1028 ACN 101 DATE 09-15-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 43,986.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 28,4 22 22
11. Total Deductions
12.
Net Value ofi Tax Return (11) 79.408 97
13.
Charitable/Governmental Bequests; Non-elected 9113 Trus (12)
ts (Schedule J) ( 96,645.82
00
14. Net Value of Estate Subject to Tax 13) .
(14) 96,645.82
NOTE: If an assessment was issued previously, lines
reflect figures that includ
th 14, 15 andior 16, 17, 18 and 19 will
e
e total of ALL
ASSESSMENT OF TAX: returns assessed to date.
15. Amount ofi Line 14 at Spousal rate (15) •0 0
00
16.
Amount of Line 14 taxable at Lineal/Class A rate (16) X
_
96,646.00 X 045 = .00
4,349
06
17. Amount of Line 14 at Sibling rate (17) 00
1 2 .
18.
Amount of Line 14 taxable at Collateral/Class B rate (18) .
X
-
0 0
1 5 .00
19.
Principal Tax Due .
X
- .00
TAX CREDITS• (19)= 4,349.06
DATE ~ NUMBER ~ INTEREST/PEN PAID ( ) I AMOUNT PAID
25 2003 rnnn~aA.,
TOTAL TAX CREDIT 4,349.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE s7nF nr TYTC rno.. ~.... ~...,__.._______ _
(1) 94 ,000.00 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
(4) .00 of this form with your
(5) 36 , 132.11 tax payment.
t6) 4, 354.47
(n 34, 568.21
(8) 169, 054.79
\j BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX
HARRISBURG, PA 17128-0601
STATEMENT OF ACCOUNT
REV-1607 EX pFP (O1-OS)
DATE 12-15-2003
ESTATE OF EPLEY JANET L
DATE OF DEATH 11-17-2002
FILE NUMBER 21 02-1128
COUNTY CUMBERLAND
KEITH A HASSLER ESQ ACN 101
9 N BEAVER ST
YORK PA 17401 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS __~ _
-------------------------------------------------------------------------------------
REV-1607 EX AFP (01-03) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ---------
ESTATE OF EPLEY JANET L FILE N0. 21 02-1128 ACN 101 DATE 12-15-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-29-2003
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
2,593.39
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-12-2003 CD002161 ~ 129.67 2,500.00
08-12-2003 CD002891 ~ .00 2,593.39
10-07-2003 REFUND .00 ~ 2,593.39-
11-26-2003 REFUND .00 ~, 36.28-
TOTAL TAX CREDIT 2,593.39
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 S1,
'
~
(~.~ NO PAYMENT IS REQUIRED.
J IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) i~
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT.
280601 HARRISBURG, PA 17128-0801
OFFICIAL USE ONLY
REV -1500 INHERITANCE FILE NUMBER
TAX RETURN RESIDENT DECEDENT 21-02-1028
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.Closely Held Corporation, Partnership or Sole-Prop.
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Misc, Non-Propate Prop.
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administration Costs (Sch H)
10. Debts of Decedent, Mortgage lIabllllies, & Liens
11. Totai Deductions (total lines 9&10)
12. Net Value of Estale (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts
for which an election to tax has not been made (13)
14. Net Value Subject to Tax Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amnt of Line 14 taxable at the spousal rale,
or transfers under Sec.9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of LIne 141axable al sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
I-
Z
W
C
W
(J
W
C
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Nance, Flo d D.
DATE OF DEATH (MM-DD-YY)
11/12/2002
(IF APPLICABLE) SURVIVING SPOUSE'S NAME
n/a
COUNTY CODE
YEA"
NUMBER
DATE OF BIRTH (MM-DD-YY)
3/21/1936
1. Original Return
D 2. Supplemental Return
D 4a. Future interest Compromise
D 7. Decedenl had LIving Trusl
SOCIAL SECURITY NUMBER
507-34-3509
THIS MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return
D 5. Fed. Est. Tax Return Req'd
8. Total number of SOB's
'~;.~~~~\+.~~Wt~Mt
COMPLETE MAILING ADDRESS:
Ronald E. Johnson, Esq.
Andrews & Johnson
78 W. Pomfret St.
Carlisle, PA 17013
...."r
,
$94,000.00;
$0.01!l
OFFI<eL USE ONLY
4. Limited Estate
6. Decedent Died Testate
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NAME:
Ronald E. Johnson, Esquire
FIRM NAME:
Andrews & Johnson
TELEPHONE NUMBER
717243-0123
$0.00
$36,132.11
$4,354.47
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(1)
(2)
(3)
(4)
(5)
(8)
$34,568.21.
(8) $169,054.79
$43,986.75
$28,422.22
(11) $72,408.97
(12) $96,645.82
$96,645.82
x.o_
x.045
x.12
x.15
$0.00
$4,349.06
$0.00
$0.00
$4,349.06
(7)
(9)
(10)
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$96,646
$0
$0
(15)
(16)
(17)
(18)
(19)
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Decedent's Complete Address:
STREET ADDRESS
4338 Carlisle Road
CITY STATE ZIP
Carlisle PA 17324
If line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A, Enter the Interest on the tax. due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
;*?t&.tr.gMtHt.g=&ftr&r-Jw.MrJ&%~%~:.. . >::<:m:.-n : .' "~,~ ,,': ' : '.' "~ ,of' ~.Wa.'it't~%_1<<%".~Wm.M::~~Ff@~1frnttf!#N}~WNJ%Mf?~~.m~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and: yes
Tax Payments and CredIts:
1. Tax Due
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discounts
Total Credits (A+S+C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
4.
TotallnterestlPentalty (D+E)
If Line 2 is greater than Une 1 + Line 3, enter the ditference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5.
a. retain the use or income of the property transferred:
b. retain the right to designate whO shall use the property tfanserred or its income:
c. retain a reversionary Interest: or
d. retain the promise for Ufe of either payments or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiVing adequate consideration?
3. Did decedent own an "in trust for" or payable upon death banK account or security at his or her death?
4. Did decedent own an IndiVidual Retirement Account, annuity, or other non-probate property which
contains a beneficiary dlsignation?
(1)
(2)
(3)
(4)
(5)
(SA)
(5B)
D
D
D
D
D
D
El
$4,349.06
$0.00
$0.00
$4,349.06
$4,349.06
no
El
~
El
~
El
El
D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pedury, I declare that I ha~ examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
treet, Carlisle, PA 17013
RESENTATIVE
DATE
DATE
Forda1es of death on or after January 1.1995, the tax rate Imposed on the netvaJue oftrar\$flSfS to or for the un oftneWNMr.g spouse is 0% (12 P.S. Sec, 9118{a)(1.1){ii)).
The statute does not exempt a transfer to a sulViving spouse from tax. and the statutory requirements for disclosure of assetS and filing a tax return are still applicable even jf the
surviving spouse is the
only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deseased child twenty-one years of age or younger at death to or for the use of a natural parent, an adopti~ parent,
or a stepparent of the child is 0% [72 P.S, Sec. 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. See. 9116(1.2) [72 P.S, Sec.9116(a)(1},
Tl\e \all. YoIte imposed on thene\va\ue of nnsfers to or for the use of the decedenfs siblings Is 12% [72 P.S. Sec.9116(a)(1,3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
LAST WILL AND TESTAMENT
OF
FLOYD D. NANCE
;'
I, FLOYD D. NANCE, Social Security Number 507-34-3509, of the
State of Pennsylvania, declare that this is my LAST WILL AND TESTAMENT
and I revoke all other wills and codicils previously made by me.
.
FIRST: I appoint my Wife, SHIRLEY A. NANCE, as my Personal
Representative concerning this will. If she is unable or fails to
serve, I then appoint my daughter, MICHELLE N. CONKLIN to serve as my
Personal Representative. If MICHELLE N. CONKLIN is unable or fails to
serve, I then appoint my daughter, JULIA A.M. NANCE. to. serve as my
Personal Representative.
a. I request that my Personal Representative be permitted to
serve without bond or surety thereon and without the intervention of
any court, except as required by law. I direct that my Personal
Representative act in unsupervised administration so as to administer
my estate with a minimum of court supervision. If it becomes necessary
to have ancillary administration of my estate in any jurisdiction where
my Personal Representative is unable or does not desire to qualify as
ancillary legal representative, I appoint as such ancillary legal
representative such individual or corporation as my Personal
Representative shall designate, in writing.
b. I direct my Personal Representative to pay the expenses
of my last illness, the expenses of. a funeral appropriate to my station
in life and custom of living (including a suitable monument or marker
for my grave), and written charitable pledges which I have made. I
grant my Personal Representative the power to extend or renew any debt
for such time as my Personal Representative shall deem appropriate.
c. All estate, inheritance, succession and other death taxes
with respect to all property passing under this my Will shall be paid
from and borne by the principal of my residuary estate, without regard
to reimbursement, as if such taxes were administration expenses. My
Personal Representative may pay such taxes at any time deemed
advisable, whether or not then due and payable.
d. My Personal Representative is requested to settle my
estate as soon after my death as may be practicable, and to payor
deliver every legacy or bequest to my beneficiaries without waiting any
time that may be believed to be customary in probate matters.
dAy/1 /9J ;.J r;v.4Jl-
PAGE 1 Y;o
OF 5 PAGES Of r/J
(j)rY ~
e. I have served in the Armed Forces of the united States.
Therefore, I direct my Personal Representative to consult with a Legal
Assistance Attorney at the nearest military installation and with the
Department of Veterans Affairs and the Social Security Administration
to ascertain if there are any benefits to which my family members are
entitled by virtue of my"military service.
SECOND: To each of my grandchildren. I specifically give and
bequeath ONE THOUSAND AND FIVE HUNDRED DOLLARS.
THIRD: I give, devise and bequeath, absolutely and forever, all
the rest, residue and remainder of my estate and property of which I
may be seized or possessed, or to which I may be entitled, at the time
of my death, wherever situated or of whatever nature, be it real,
personal, or mixed, to my Wife, SHIRLEY A. NANCE, as her sole and
absolute property ifshe shall survive me.
FOURTH: In the event that my Wife, SHIRLEYA. NANCE shall not
survive me, I give, devise and bequeath, absolutely and forever, all of
the rest, residue and remainder of my estate and property of which I
may be seized or possessed, or to which I may be entitled, at the time
of my death, wherever situated or of whatever nature, be it real,
personal, or mixed, to my children, MICHELLE NANCE CONKLIN and JULIA
A.M. NANCE and to any child or children that have been or may be born
to or adopted by me, in shares of substantially equal value to be
divided as they may agree.
a. If any of my children shall not survive me, then the
share of that deceased child shall go to the descendants of that child,
who are to take per stirpes and not per capita. If any of my children
shall not survive me and shall not be survived by any descendants, then
the share of that deceased child shall be distributed to my surviving
children and the descendants of any of my other children who fail to
survive me, in the manner set forth above.
b. If they are unable to agree, the division among my
children and the descendants of any of my children who fail to survive
me shall be made by my Personal Representative, in that person's sole
and absolute discretion. I empower my Personal Representative to sell
any or all of such property, if such property is not distributed in
kind hereunder, and to distribute the proceeds among my said children
in substantially equal shares. Any determination of my
Personal Representative as to what should pass or be sold under this
paragraph and to whom it should pass or be delivered or at what price
it should be sold shall be conclusive.
~l'f iJA//.1A//f!.
PAGE 2 .:If (\
OF 5 PAGES U) ;J
());V ~
FIFTH: If there is a complete failure of takers under the
preceding paragraphs, the property undisposed of shall go to my heirs
determined at the time of my death, pursuant to the Statutes of Descent
and Distribution in effect, in the state of my domicile, at the time of
my death.
SIXTH: If any beneficiary to any share of my estate which is not
subject to the provisions of any trust which may be created by this
will is at the time of distribution of his or her share, a minor under
the laws of his or her domicile, I direct that the minor's share be
converted into qualifying property and delivered to the minor's
Guardian as Custodian for the minor under the Uniform Gifts to Minors
Act or the Uniform Transfers to Minors Act as may then be in effect in
either the state in which the beneficiary or the Custodian resides, or
any other state of competent jurisdiction.
a. The Uniform Gifts to Minors Act or The Uniform Transfers
to Minors Act, as may then be in effect in the state concerned, is
hereby incorporated by reference. The property affected by the Act
shall be managed, held, and distributed in accordance with the
provisions of the Act.
b. The financial custodian. will serve without bond or surety
and without intervention of any court, except as required by law.
c. The receipt by the Custodian, for the minor, of any
principal or income transferred pursuant to this paragraph shall be a
full acquittance and discharge of my Personal Representative or
Trustee, as applicable, from liability with respect to such transfer
and from further accountability for the principal or income so
transferred.
SEVENTH: Except as otherwise provided in this Will, I have
intentionally failed to provide for any other relatives or other
persons, whether claiming to be an heir of mine or not. Insofar as I
have failed to provide in this will for any of my issue now living or
later born or adopted, such failure is intentional and not occasioned
by accident or mistake.
EIGHTH: Any beneficiary who fails to survive until one hundred
twenty (120) hours after my death shall be deemed to have predeceased
me, and the gift to that beneficiary shall be disposed of accordingly.
;=-..4 ~ Ii) A ~ ~,,~
PAGE 3 Y'f/! Jl.
OF 5 PAGES ~ IV'
WP .iJfL
NINTH: Definitions:
a. The term "children" as used in this will includes adopted
and afterborn persons. The term "children" as used in this will shall
not include step-children, the natural born or adopted children of a
person's spouse who are not the natural born or adopted children of the
person. A relationship oy or through legal adoption shall be treated
the same as a relationship by or through blood for purpose of
succession to property under this will.
b. The term "descendants" as used in this Will. means the
immediate and remote lawful, lineal descendants by blood or adoption of
the person referred to who are in being at the time they must be
ascertained in order to give effect to the reference to them.
c. The term "Personal Representative" as used in this Will
means Executor, Executrix, Independent Executor, or any other title of
like import which is used to describe such a fiduciary.
d. The term "per stirpes" as used in this Will means that
whenever a distribution is to be made to the descendants of any person,
the property to be distributed shall be divided into as many shares as
there are (1) living children of the person, and (2) deceased children,
who left descendants who are then living, of the person. Each living
child (if any) shall take one share and the share of each deceased
child shall be divided among his then living descendants in the same
manner.
TENTH: In addition to any powers granted by the laws of the state
in which this will is probated, I hereby authorize and empower the
fiduciaries named in this Will, to the extent of the discretion herein
granted, to sell, exchange, convey, transfer, assign, mortgage, pledge,
lease or rent the whole or any part of my real or personal estate, to
invest, reinvest, or retain investments of my estate, to perform all
acts and to execute all documents which my fiduciaries may deem
necessary or proper in regard to my property. If any of my fiduciaries
elect to receive compensation for services, such compensation will be
that allowed by law.
ELEVENTH: If any part of this Will shall be invalid, illegal, or
inoperative for any reason, it is my intention that the remaining
parts, so far as possible and reasonable, shall be effective and fully
operative. My Personal Representative may seek and obtain court
instructions for the purpose of carrying out as nearly as may be
possible the intention of this will as shown by the terms hereof,
including any terms held invalid, illegal, or inoperative.
FlklJJ LB NCW.L2.
..,
OF
PAGE 4 ;J
5 PAGES 3>j'l/A
~ Af;iJ
q
this
each
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania,
day of r;tll({f~ ' 19512..1 set my hand and seal to
my LAST WIL AN ESTAMENT, consisting of 5 typewritten pages,
page bearing my handwritten signature.
this
This document was prepared under the authority of 10 U.S.C.
section 1044, and implementing military regulations and instructions,
by JOHN T. ROTHWELL, who is licensed to practice law in the State of
Arkansas.
F-<~ fi) J1/~
FLO D. NANCE
(SEAL)
The foregoing instrument was, at Carlisle Barracks, Pennsylvania,
this q'Tll day of 1Fr.?/2+1n~ ' 19H, signed, sealed, published
and declared by FLOYD D. NAN E, the testator, to be his LAST WILL AND
TESTAMENT in the presence of all of us at one time, and at the same
time we, at his request and in his presence and in the presence of each
other, have hereunto subscribed our names as attesting witnesses, and
we do so verily believe that the said testator is of sound and
disposing mind and memory at the date he f.
(1)lIl1l?1~ f D.dd ~
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PAGE 5 .0
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"
'.
COMMONWEALTH OF PENNSYLVANIA
CUMBERLAND COUNTY
ACKNOWLEDGMENT
I, FLOYD D. NANCE, ~estator, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law,
do hereby acknowledge that I signed and executed the instrument as my
Last Will; that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
EP"I fi2 l1J'aAu fL
FLOY D. NANCE
(SEAL)
We, ! tJon/t' f Uoclcl
~~~~~ , the witnesses, sign our names to this
irlstrum , being duly qualified according to law, do depose and say
that we were present and saw the testator sign and execute the
instrument as his Last Will; that the testator signed willingly and
executed it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testator signed the will as a witness; and that to the best of our
knowledge the testator was at that time 18 or more years of age, of
sound mind and under no c train r u' fluence.
'Thf/A'(J /J /Judd.
~ ness
AFFIDAVIT
G41?em R Lw fr 7n.
,
, and
w~f&j4~~
Subscribed, sworn to and acknowledged before me by FLOYD D. NANCE,
the testator, and subscribed and sworn to before me by
/"h7lld! I. ;)c/r:/ , VUl?t7l:r f{. LpN/,..- """J(L. , and
4r.ft.t J ~.J7,{ffi'> , the witnesses, this 1'flJ day of
rei5anM7 'Zo~ n ~~
NOTARY PUB~ My commission Expires ~d
Nolarial Seal
RosaJln Juarbe. Notaty Public
Harrisburg. Dauphin County
My Commission Expires Sept. '8,2000
ember, Pennsylvania Association of fa es
SCHEDULE A
REAL ESTATE
FILE NUMBER
ESTATE OF
Floyd D. Nance
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair
market value with is defined as the price at which property would be exchanged between a willing buyer and a willing
seller, nei1her being compelled to sell, both having reasonable knowledge of1:he relevant facts.
ITEM DESCRIPTION
NUMBER
21-02-1028
VALUE AT DATE
OFDEATII
ALL that certain tract ofland with the improvements
thereon erected sitnate in Dickinson Township,
Cumberland Connty, Pennsylvania
Having thereon erected a two-story dwelling house
known and nmnbered as 4338 Carlisle Road, Gardners,
Pennsylvania 17324
BEING the same premises DD&M Corporation, a P A
corporation, by its deed dated Jnne 3, 1974, and recorded
in the Office of the Recorder of Deeds in and for Cumberland
County in Deed Book Q, Volume 25, Page 329, granted
and conveyed unto Floyd D. Nance and Shirley A.
Nance, his wife, The said Shirley A. Nance died on
November 9, 200 I, thus vesting full fee simple
title in Floyd D. Nance, the decedent.
Property sold (see settlement sheet attached)
$94,000.00
TOTAL (also on line I, Recapitulation)
$94,000.00
A. Settlement Statement
U.S. Department of Housing
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1. OFHA Z. OFmHA 3. i1Conv. Unins. I 6. FilcNumber !7.LoanNurnber I 8. Mortgage Insurance Case Number
4. nVA ' nc_. . ,_ OOOOTI>r
C. Note: 1~.0IfI'l\a \o~l!:':'YW"\IlI.menl~!~cl;uJI..lIItni.nlco'\a.~~~p'dlo~~, ,".III.m~I'g.nl... lIWI'l.
ltemlmlrklld"(p.o.t.)"w... p81dOOllld.lh.dollng:lh.y....hownh.l1Iforlnlormllion ~".and""noIlnC/l1d'd in\ll'lotala.
WARNING: 11,. <;rim. to knowlngly mike f.I.. 'tlttmmll \o~ United Sl8\es on thI, or I allier a1mlllrform. PlnaI1illllpon
D. NAME. OF BORROWER: ~eon~: G~~l;bm and Lisa M. G~rbill
,n ., 178"
E. NAME Of SELLER: Estate of Floyd n.'.JN~~:~_. ,n"
.n. r.,,,.,; On, " 17114
F. NAME OF LENDER: NO~~.~:~t ~::ings Bank I A 1.
1011: 1 . e tre:' Warr~" P 6':lH
G. PROPERTY ADDRESS: 43~8 ~arlisle ~~~!:~ Gardners, PA 17324
, w
H. SETTLEMENT AGENT: Campbell & White, Telephone: 717-334-9278 Fax: 7l7-334~1371
"'AC' "" ' <1 ;'.If, ,,;_,.,..,.. D' 1712'
07,..noO'
Jell Rn~~n'^'E~'e T~^Ne^rTlnN. K. RllMMA~v , ER'e T~ANe^(,"ln".
,no ,no
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'"' 07 '18 '03 12'31'03 1.41 .". 07/19/031.112/31 '03 1.41
,,,, 07/19/03 12131'03 97.35 .", c_. 07/18/03.~ 12131 (03 91.35
". 07/18/03'~ 06/30/04 1 112.50 07/18103 06'30/04 1 112.50
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<on ~on.. .u", '"' n, .< <o"u '7 956.54 "" ~on<. .u", "" no Ok Tn ... , <0. 95 211.26
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303. ,. 756 54 ~ 73 139.94
SUBSTITUTE FORM 111119 SELLER STATEMENT: The ItlfOl'l'NUOll conlainecl hereln Is ~ lax Inflllm&llon a"Id II belllll fUrnished to !he lnlemal Revenue Sei'\lce. lfyCIU are required Iome
a fellRn.
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TIN:
SEllER(SJSIGNATU~S):
SELLER(S) NEW MAIUNG ADDRESS:
TitleExpress Settlement System Printed 07l1812003.t 10:10
REV. HUD-I (3/86)
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
File Number: 9009
SETTLEMENT STATEMENT "cp,
,- PA.IO FROM PAID FROM
700 7n7M 79 025.00 A 6.000 ~ 4 741.50 BORROWER'S SELLER'S
nM., "0"" FUNDS AT FUNDS AT
7m. . 2 310.15 In CllmtuZ'V 21 Ne:l.ahborhood Real tv. Inc. SETTLEMENT SETTLEMENT
,,, . 2 370.75 B-H z'''en ",. GMAC Real Estate
"7 ,..",., ,"' 4 741.50
BOO ITOM. 'IT" I nAN
.0. %
00' ~
'" Ii> Northwest AD'Draisal Services fP.O.C. \ 275.00 Buver
'" The Credit Bureau Ino. IP.O.C. 50.00 Buver
.0.
00'
.0. .. Fidelitv National Flood Sarv.;oe8 IP.O.C. \ 9.00 Buver
"'" In Northwest Sav:l.nas Bank 250.00
0<0
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OM ,......., "m'N
00' 0,", ..,.. 07/18/2003 08/nl/2003 ~. 11.2300 ,.._, 14 Davs 157.19
00' ..
"'" ,"" 1 vear In (P.O.C.l 300.00 BUVIllr
00'
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,,~ 75 200.00 -
94 000.00 - 822.75
'''' 'o"~ 'MMn '0'000 In Camvb.l1 & White 150.00
"" CRmnball & White P.C. 15.50
C bell , White 35.00
"00'
38.50 ."- 64.50 .P. .. 103.00
'70' n.. u.940.00 '"n"o,~' 940.00
n......u: 940.00 ,"~". 940.00
.70
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"M Ca.rolvn R. McOUillen Coll. 1 409.82
'''''''~., C "",hAll , White P.C. 14 975.00
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1400 'M' ,'M o~,. .."m...~'. ~ 2 745.28 22 071.32
HUD CERTIFICATION OF BUYER AND SCLLER.
'AA~~"",~_..HUD.' ...._, S._' ,"d .....""'''''~_,,.'''' ....,".....'"d"*"..~"''''.,~'..'''''...,_~".~d''"''''~~"'..,~
In\hlslrOlns8dlan.I'urthllrcertlfy""tlh8.-.rlIClIlvedaCQpyDflheHt)O.ISelllemenC~L
~ 1.t1<,,-,~ 00-. M ~}'''.~
Lecn Ii' UtaM.Grayblll'
Estate D.Nance
By:
TitleElIpTessSettlementSvstem Prinled07/18/200Jall0:10
REV. HUD.l (3/86)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANIOUS PERSONAL PROPERTY
FILE NUMBER
ESTATE OF
21-02-1028
Floyd D. Nance
(All property joint1y~owned with Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION
NUMBER
I
VALUE AT DATE
OF DEATH
2
3
4
5
6
7
8
9
IO
II
Checking account no: 1982567-Adams County National Bank
Interest accrued to date of death (see letter attached)
$4,789.32
$2.00
Savings account no: 9618775-Adarns County National Bank
Interest accrued to date of death (see letter attached)
$53.20
$0.03
Savings account no: 5l48l54-Adarns County National Bank
$40.00
US Savings Bonds - redeemed
$22,948.36
1993 Chervolet Astro Minivan - sold
$1,800.00
1985 Chevrolet Celebrity Stationwagon - sold
$700.00
1992 Chevrolet SolO pickup truck - sold
$3,000.00
Nationwide Insurance Co -- refund on car insurance
$79.20
Misc. household property, furnitore and personal items
$1,500.00
Comcast Cable TV - refund
$8.74
Leon 1. and Lisa M. Graybill - reimbursement for real estate taxes (see
settlement sheet attached to Schedule A)
$1,211.26
TOTAL CaI", on line 5, Recapitulation)
$36,132. II
.~ ADAMS COUNIY
NATIONAL BANK
December 9, 2002
Andrews & Johnson
Attorneys at Law
78 West Pomfret Street
Carlisle, PA 17013
Re: Estate of Floyd D. Nance
Dear Mr. Johnson:
The following information is being provided as per your request:
Acct. Type Acct. Acct. Ace. Int. Ownership Date
Number Principal to D.O.D. Opened
On D.O.D.
Checking 1982567 $4,789.32 $2.00 Individual 1-1-74
Savings 9618775 $53.20 $.03 Jt. wi Shirley 1-1-74
Savings 5148154 $40.00 N/A Individual 11-1-92
IRA 4604709-2 $2,340.87 $9.44 Individual 3-9-99
IRA 4604709-4 $2,322.54 $13.24 Individual 11-26-01
Loan 8612765 $13,900.08 $25. 13 Jt. wi Shirley 7-30-98
Loan 8635897 $11,381.61 $67.35 Jt. wi Shirley 3-13-00
These loans may be covered by Life Insurance held with the banle Please contact Sue
Saylor at (717) 338-2255.
Inquiries concerning ACNB Corporation stock information should be directed to the
Registrar and Transfer Company at 1-800-368-5948. If you need any additional
information, please feel free to contact me.
Sincerely,
'I1t;to (1. K ~
Lois A. Kime
Deposit Services
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
Floyd D. Nance
Joint Tenant (8):
NAME
21-02-1028
ADDRESS
RELATIONSHIP TO
DECEDENT
A
B
C
Julia A.M. Nance
6 Franklin Street, Mt. Holly Springs, P A 17065
Daughter
Jointlv-owned DIonertv:
ITEM LEITER DATE DESCRIPTION OF TOTAL DECD'S DOLLAR VALUE OF
NUMBER FOR MADE PROPERTY VALUE % INT. DECEDENT'S
JOINT JOINT OF ASSET INTEREST
TENANT
1 A 1998 1988 DeRose Mobile Home-
14' x 70' (see NADA
appraisal attached) $8,708.93 50% $4,354.47
TOTAL (also 00 line 6, Recapitulation)
$4,354.47
N.A.D.A. APPRAISAL GUIDES
(THIS IS NOT AN APPRAISAL FORM)
BOOK VALUE FORM
Date:
1/1412003
Reference Number:
011I08 LoealIon:
H8rr1oburg, ~A
Guide Edlllon: Sep-Dee 2002
VoorMfII'd
1888
MlnufllCturer
DE ROSE
Trad. Nome
AMHERST (sgl)
eve Quellty:
i lUXUry
! Oetuxe I~ Standard [" Economy 1:J Commerclal Model.": i Park MOdel
Floor Are.. (Slngl..Wlde)
Main Ftoor
ChorINe
289
"'~lh length
14 X 70
$8,378.00
2. Stale Location Acljultmonl:
.u_m._.._m.........._.......u.mm_......_._m......_u_m._.....m.m.um_. X
NlA
$8,37S.DD
99%
$8.284.22
105%
$8.7011.93
1. a... Book Val...
..___..........n................_n____................_......._u...._................_..........0
3. Total GuIde Book Retail Value (in awrage condltlon):
. ...... .n........... .n...._.... ... ........__..... ..._00"
4. Condition Adjustment: ..._.~..~~~~~_tn_.~.~mJL~~_....~).':~l~n........~~!......_'__~~__.... X
5. COndItlOn AdJUl1Ild Value:
h..........n....n.............uu............n..................n......._............
5. Community Altustment: JJ._~~~~.~_._l-J..~~.t.J.!.~~....u._:..!..!r....m.~~~~..u!..."!I~.._... X
7. COmmunity Adjusted Value:
__o____........_n....._........___...__._..___.................no_...............___....
8. Total AdJuoted v..ue of Homo
__.....n...Oun.......................................--....n......._...........
$8,701.83
9. COmponents
$0.00
10. Acceasorles
$0.00
11. AOdlllveValues
so.oo
12. Total AlII.atod V.tue of Home end Optlol1lll Equipment
$8,708.8$
13. Wholes.1e Value C Conllgnmenl
I PurcheaG
i Moved fer Resale '0{' NIA
Comman1s:
COmplel8d By:
Mlryanne PII1<
CDpyright Cl2OO2 by Nltlol\al Appr81..1 GuIde.. Inc
Form "1CD Updated 1100 V.P.
Page 1 of 1
SCHEDULE G
T ANSFERS
ESTATE OF
FILE NUMBER
Floyd D. Nance
21-02-1028
This schedule to be completed and filed if the answer of the auestionon the reverse oCtile cover is yes.
ITEM DESCRlPTION EXCLUSION TOTAL VALUE DECD.% DOLLAR VALUE
NUMBER OF ASSET !NT OF DEeD. !NT
I IRA-Scudder US Gov't Securities
Fund-A-transferees are Michelle D.
Lucas (50%) and Julia A.M. Nance
50% (see statement attached) $22,342.52 100.0% $22,342.52
2 IRA-Scudder Total Return Fund-A-
transferees are Michelle D. Lucas
(50%) and Julia A.M. Nance 50%
see statement attached) $12,203.01 100.0% $12,203.01
3 IRA-Adams County National Bank
4604709-2(see letter attached to
Schedule E and letter attached to
Schedule G for beneficiary - Julia
A.M. Nance) $9.44 100,0% $9.44
4 IRA-Adams County National Bank
4604709-4 (see letter attached to
Schedule E and letter attached to
Schedule G for beneficiary-Julia
A.M. Nance) $13.24 100.0% $13.24
TOTAL (also on line 7, R.capitulatiOll)
$34,568.21
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Vi,iOll - BenefIciary & Contribution Details
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Benef'lCiillY .. Contribution Details
SGIDlER
INVESlMENTS -
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......
2DD2 Tall: c.........!:I:
>91.1:.. -.....
~-'lIIIu'A.
.&ciaMtnt _: $f~6C24
.. .-: 6lPlm.n1AET1
~ID/$SII:. SD1-34.-:u.aJ
..illr....n:: .fICl.JtllEFlvt..5T COMPANl" Ctl$T
IItIoAJCFl.D'i'QO.........a:
433B C4AUSU:AO
GlIlRDl'ERs'PA 173af-8!lQf
Retirement Ac::count Detail.
Sha-rdlgldlY..rItI O;llt.e: fl3f"D't900
~M~Stiltll!i:~
Retil'r....cnt Aaaunll'nle: I8N529
Uatailiul:ilm: ~.AmoorJt
Beneficiaries
.. _~.. 1......1....'...
.......
MICHElLE 0 L.UCAS
.lJUA A AI HAtJCE
TO SHARE 50 PERCENT EACH
_...
Secondary beneficiary inlonnaton ie q Oft 'file.
Flnancfat SURlmary
Contri...~s:
-Em"""<er!
.Em~Qyl!l!.
C".attltal~,
Di"'den-lH:
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5115/2003
May 29, 2003
Andrews & Johnson
Attorneys at Law
78 West Pomfret Streeet
Carlisle, PA 17013
Re: Estate of Floyd Nance
Dear Mr. Joh.'lSon:
In response to your letter concerning the above named estate, the amount of interest that was reported for
the 8avings Bonds for 2003 was $19,667.11. The primary beneficiary of the IRA was Shirley Nance and
the secondary beneficiary was Julia Nance. If you need any additional infonnatioIl, please feel free to
con'!act me.
Sincerely,
'it tJ1A (1. f) ~
Lois A. Kiroe
Deposit Services
SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
ESTATE OF
Floyd D. Nance
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER
A.
I
2
B.
I
2
3
4
5
6
7
8
9
IO
II
12
13
14
15
16
17
18
19
DESCRIPTION
Funeral Expenses:
Hollinger Funeral Home & Crematory, Inc.
Administrative Costs:
Personal Representive Commissions to Michelle D. Lucas
Social Secority Number of Personal Representative:
Street Address: 7 Yankee Drive
City: Mt. Holly Springs STATE: PA ZIP: 17065
Attorney fees to Andrews & Johnson
Family Exemption
Claimant Relationship:
Address of Claimant at decedent's death:
Street:
City: State & Zip
Probate Fees to Register of Wills
Accountant's Fees
Tax Retnrn Preparer's Fee to Patricia Rosendale, CPA-fiduciary retnm
Andrews & Johnson - reimbursement for cost of short certificates
Members 1st FCU - check charge
Triple H. Farms - trash removal from real estate
Met Ed - electric bill
Nationwide MutnaI Fire Insurance Co. - homeowners premium
B-H Agency - real estate commission
Centnry-21 - real estate commission
Recorder of Deeds - I % transfer tax
Carolyn R McQuillen, Tax Collector - county/twp/school taxes & certification
Septic replacement and roof repairs (for items 12-16 see settlement sheet
attached to Schedule A)
Met Ed - electric bill
Register of WilIs-P A Inheritance Tax Retnm - filing fee
ReselVe for closing and accounting
TOTAL (also on line 9, Recapitulation)
FILE NUMBER
21-02-1028
AMOUNT
$7,418.40
$6,200.00
$6,200.00
$269.00
$200.00
$30.00
$7.25
$845.00
$20.14
$265.50
$2,370.75
$2,370.75
$940.00
$1,414.82
$14,975.00
$45.14
$15.00
$400.00
$43,986.75
SCHEDULEr
DEBTS OF DECEDENT
MORTGAGE LIABllJTlES AND LIENS
ESTATE OF
FILE NUMBER
Floyd D. Nance
21-02-1028
ITEM
NUMBER
DESCRIPTION
AMOUNT
Cumberland County Tax Claim Bureau - delinquent 2002-03 school r.e. taxes
$1,216.90
2
Met-Ed - outstanding electric bill
$630.33
3
Corneas! - outstanding TV Cable bill
$59.33
4
Sears - outstanding credit card bill
$898.86
5
Dept. of Veterans Affairs - outstanding medical bill
$231.63
6
Carolyn McQuillen, Tax Collector, 2002 personal school tax
$11.00
7
Adams County National Bank loan number 8612765
Interest accrued to date of death
(See letter attached to Schedule E)
$13,900.08
$25.13
8
Adams County National Bank loan number 8635897
Interest accrued to date of death
(See letter attached to Schedule E)
$11,381.61
$67.35
TOTAL (also on line 10, Recapitulation)
$28,422.22
SCHEDULE J
BENEFICIARlES
ESTATE OF
FILE NUMBER
Flovd D. Nance 21-02-1028
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER OF ESTATE
I MicheUe D. Lucas daughter 50% of residue
7 Yankee Drive, Mt. HoUy Springs, PAl 7065
2 Julia A.M. Nance daughter 50% of residue
6 Franklin Street, Mt. HoUy Springs, PA 17065
3 Ashley N. Conklin grandchild $1,500.00
7 Yankee Drive, Mt. Holly Springs, PA 17065
4 Morgan Renee Lucas grandchild $1,500.00
7 Yankee Drive, Mt. Holly Springs, P A 17065
5 Dornnick C. Nance grandchild $1,500.00
6 Franklin Street, Mt. Holly Springs, P A 17065
6 Dalton Jonathan Lee Barclay grandchild $1,500.00
6 Franklin Street, Mt. HoUv Snrinus, P A 17065
ITEM NAME AND ADDRESS OF BENEFICIARY
NUMBER
AMOUNT OR SHARE
OF ESTATE
B. Charitable and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation)
$0
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/01/2004
CONKLIN MICHELLE N NKA
7 YANKEE DRIVE
MT HOLLY SPRINGS, PA 17065
RE: Estate of NANCE FLOYD D
File Number: 2002-01028
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
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 will become delinquent on: 11/12/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Si~fcerely~~ ~
GLENDA FARNER STP_ASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/10/2005
CONKLIN MICHELLE N NKA
7 YANKEE DRIVE
MT HOLLY SPRINGSr PA 17065
RE: Estate of NANCE FLOYD D
File Number: 2002-01028
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESr NO.
103 SUPREME COURT RULES DOCKET NO. 1r for decedents dying on or after
July 1r 1992r the personal representative or his counselr within two
(2) years of the decedent's deathr shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 11/12/2005
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYr
I~E V
~~..L~-U~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
'L-. {r
JRD/June 30, 1992/)7858
DEe 1 2 2005
In Re: Estate of Floyd D, Nance
Late of Dickinson Township
pn
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
t.oOl.
NO. 21-2600:1028
Estate No.: 21-2002-1028
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Michelle N. Conklin nka Michelle D. Lucas
Counsel for Personal Representative:
Date of Decedent's Death: 11/12/1999
Date of Delinquency Notice: 11/12/2005
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on October
10,2005, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 12/12/05
"h/~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for February 27, 2006 at 11:00 a.m. in Courtroom No.2. If the Status
Report is filed prior to the hearing date, the hearing will automatical~ cancelled.
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Name of Decedent:
STATUS REPORT UNDER RULE 6.12
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Date of Death: ~ [) \..) ~ ~{) ('
Estate No.: ;) \ - Od. - \ oJ t=)
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Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State wh~r administration ufthe estate is complete:
Yes [g" 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 ~sonal representative file a [mal account with the Court?
Yes b:::J No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the person~ r5Presentative state an account informally to the pCL.'iies in
interest? Yes l::::::r No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
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Signature
Date: \ d-~Q -OS:
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'0\ \ ~ ~ -e.- \ \ <: -\::) l G--c 0-c2--"
Name
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Address ~
l\ 9\0 - y ti q 1
Telephone No.
Capacity': @Personal P,-epresentative
o COllTISel for perso:nal rep:reserlt~ti\le
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