HomeMy WebLinkAbout07-12-13 r �
� 1505610140
REV-150(1 � `02.",�F"
PA Depardnent of Revenue ���-�ON6Y
Bureau of lndiridual Taxes 1NHERITANCE FAX RETURN C01�Code vear File Number
Po aox zeoso� 2 1 1 2 1 3 0 8
Hartisbura PA 17128-0601 RESIDENT DECEDEN7
ENTER DECEDENT INFORMA710N BELOW
Sodal Ser,urity Numbar Date of I?eath MMODYVYV Date of Birth MMDDVYYY
1 1 1 $ 2 0 1 2 1 1 1 5 1 9 2 6
Decetlent'�Last Name Sufffx DecedenYs First Mame Mt
NOFtCROSS ANNA L EE
(tt Appitcabtey EMer Survtving Spouse's infoemattan 8elaw
Spouse's last Name SuPfuc Spouse's First Name MI
Spouse's 5ocial Security Number
THIS RETURN MUST BE FII.ED IN DUPLICATE WITW THE
REG{STER t3F W1�LS
F1LL IN APPROPRIATE QVALS BELOW
Q 1.4riginal Return � 2.SupplemeMal Return � 3.Remaindar Retum(Date of Death
Prrorto 72-13-82)
� 4.4imRed Estate � 4a.Future Interest Compromiae(date of � 5.Federal Estate 7ax i�etum Required
death after 12-12-82}
� � 6.pecedent Died Testate ❑ 7.DacadeM Maintainad a Living Trust � S.Total Number of Safe Depoeit Boxes
(Attach Copy of Wit@ iAftach Copy af Trus#.}
� 9.UtigaGon Proceeda Received � 10.Spousal Poverty Cretlk(Date of Death � 11.Eleetion to Tax under Sec.8113(A)
Betxreen 72-3t�81 and 1-1�85) CAttach SchedWe O}
GORRESPONDENT-THIS SECTKlN 1MJST BE COMPLETEd.ALL GORRESPDXDENCE AND CONFIDElRULL T FpRMATION LD�OMtECTED T0:
Name D��ephane�o'mbeRf �
.} OEL R . ZULLt NGEF2 7r� �' ry2 �4c� � 29
� y, r- -'� c�
OPMMLS�pE�Y
2 . � pr_y
o c-y ° � �. -�i
FirstLineofAddress �"� � -���,
:=-'a C �_, = <j
1 4 NORTH MAI N S7REET .,c —�i ��� �' �`+
Second E.ine of Address ��' -� � �
t--+ 'TT
sui TE zoo
City Ot PtlSt OffiCe Stet9 ZIP COdB DATE FILED
G H A M B E R S B U R G P A 1 7 Z 0 1
CorrespondanPs e-mati eddr�s:
Untler penattlea of parjwy.l dedsre that 1 have mremkred thls rctum,indudirp accompenying schedules anC stekemeMS,antl to tl�e best W my knaMetlge aiW balief,
R ta We,cottect and compiete.Dedaratlon of prePererotl�erfhen the Par3omal reP�ser�ativs�s basetl an ait&dortnatlon�which preparet t�as acry knowiedgs.
NATtlR QF SQN RESP BLE PQR PIIIN RETIlFtN DATE
t
ESS
17 W. MAIN STREET WAL UT BOTTOM PA 17266
R THAN REPRESENTA"iNE QAT
SS
ORTH STREE SUITE 2Q0 CHAMBERSBURG PA 17201
P�EASE USE ORIGINAt.FORM ONLY
stae i
� 1505610140 15056i0140 J „/�
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� 1505610240
REW1500 EX(FI) DecedenYs Social Security Number
oe�aenrsr+ame: ANNA LEE NORCROSS
RECAPITULATION
1. Real Estate(Schedula A) . . . . .. . . .. . . . . . . .. . .. . . . .. .. . .. . . . . ... .. . .. 1.
1 4 5 4 0 7 , 8 4
2. Stocksand Bonds(Schedule B) . .. . . ... . . . . . .. . .. .. .. . .. . . . . .. . .. . .. . Z• �
3. Clouty HeW Corporation,Partnership or Sole-Proprietorship(Schedule C) . .. . . 3. '
4. Mortgages and Notes Receivable(Schedula D) . .. . .. .. . .. . .. . . . . .. . .. . .. 4. '
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedula E)... ... . 5.
1 0 1 6 8 1 . 0 7
6. Jointly Owned Property(Schedule� ❑ Seperate Billing Requested .. ... . . 6. '
7. Inter-V'rvos Trensfers&Miscellaneous N4p-Probate Property
(Schedule G) U Separete Billing Requested . .. . .. . 7. •
8. Total Gross Assets(total Lines 1 through n . .. ... .. .. . . . . .. ... ... . .. . . 8. Z 4 7 0 8 8 . 9 1
9. Funeral E�enses and Administrative Costs(Schedule H) ... . .. .. . ... ... . .. 9� 4 4 7 3 3 . 9 9
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) .. . ... . . . . .. . 10. � 7 � � • 4 $
», Total Deductiona(total Lines 9 and to) .. ... . . .. . .. . . . . . ... .. . ... . .. . . 11. 4 6 4 4 4 . 4 7
12. Nat Value of Eatate(Line 8 minus Line 71) . .. . . . .. .... . . .. .. . .. . . . . . . . 12. 2 � 0 6 4 4 . 4 4
73. Charkable and Govemmental BequestalSec 9113 Trusts for which
an election to tax has not been made(Schedule J) . ... .. . .. .. . .. . . . . . . . . 13. '
14. Net Value SubJect to Tax(Line 12 minus Line 13) ... .. . .. . . ... . .. . . . . . . 14. 2 O O G 4 4 . 4 4
TAX CAI.CULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
trensfersunderSec.9716 Q . � 0 15. 0 . � �
(a)(1.2)X.0 _
76. Amount of Line 14 taxable O . O O 'g, 0 . Q 0
at lineal rate X.0_
77. Amount of Line'14 taxable 1 5 0 4 8 3 . 3 3 n. 1 8 0 5 8 . 0 0
atsiblingrete X.12
18. Amount of Line 14 taxable 5 0 1 6 1 . 1 1 ia. 7 5 2 4 . 1 7
at collateral rate X.15
19. TAX DUE 2 5 5 8 2 . 1 7
. . . .. . . . . . . . ... . ... . .. . ... . .. . . ... . . .. . .. .. . . .. . .. . .. . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Side 2
L 1505610240 1505610240 J
���i i
�
REV-1500 EX(FI) Page 3 , File Numbar
Decedent's Compiete Address: 21 �2 13oa
oEe�o�r�rs riar,�
ANNA LEE NORCROS3__
- �— —
STREE7 AQDRESS -- -----
124 Pin dak Lane
- _ . — — -
cin sTare va
Shi nsbur PA 17257
Ta�c Payments and Credits:
5. Ta�t Due(Page 2,Gne 19} (1} 25.5$2.17
2. Creciits/Payments
A.Priw Payments
B.D(scou�
Tot�Credits(R+6} (2} 0.60
3. Interest
{3)
4. i#IJt�e 2 is gre�er thar�L�1+�ine 3,enter the diffetectt�.This is tt�OYERPAYt�Nf.
FlN In ovai on Pege 2.Line 20 M request a reNnd. (4} 6.pp
5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX pUE. {5) 25.582.17
Make check payable ta: REGISTER OF WlLLS, AGENT
,. .� �umi�ll'li�lii�lllhiiiq�l,p,l'��ii��' ' , _;ir„9 � � , �f�G"�!'li i �i ��i„i"��klil'��Ildi'lli'�,rvGl°f�`' ��!� ° ' i lP�l�°T'I"�"'!'' ° �1��'ifllf� . " ffs�l!
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X" IN THE APPRQPRIAT6 BlOCKS
1. Did decedant m�ce a tr�sfer and: Yes No
a. relain ihe use a incane of Ne propeAy tranafeired ...................................................................... ❑ �
b, retain the right to designate w(w shall use the ProP�Y tr.�sferzed�iLS iname ............................... ❑ �
c. retain a teversionary in�.sF ...............................°............._............-----.................................... ❑ �
d. receive tlre promise Por Iffe of either paymenta�beneflts a care? ....................................................... ❑ �
2. If death paY�rted�ter December 12,1982,did decedent Marisfer property wifhin one year af deatlr
withaut re�kog adequate c�nsidar�on? ....................................................................................... ❑ �
3, Did d�rt am an"in Wst for'a payable-upai-death bank accouni a setwrity at his a her death? ......... ❑ �
4. pid decedent own an individual 2tlrement aocount,annuity ar qther non-prabate proper(y,which
t�tair�a b�ficiary�sign�t?.................................................................................................. ❑ �
IF THE ANSWER TO ANY QF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SGHEDULE G AND FILE IT AS PART 4F THE RETURN.
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.,�,,;�. I,��...,.i 1 d I . 1.1 li i �I...:i. 6,iI �..���,�I I.I Ili II II I. ,.,�� .,I�I i i. .,li il 1 i ,..,:. . I II I...I.,il�lii I hlll „ .�;�i..�.� ,I .�.�, II I II lii III14.,�i�K��li.��II�i.
r.h.4;1�� ��,,��,�.,��i �.u,4am1�4V�VWl9,��4� � tn.i�il�l���l�l9�llil�.: .�«��I�V���I11���9d4�a�Jdl!lJ�lulJl,�!�til'!���I,���,11i�1„IV�VdV���VIItlVII�V�d���11�il�I�U��,..- - t�,uflVlu1�li�I��IkIMi�al��i���w,l� �,,�,�l�Vl�Wi61�VV��nldl�dll�WIIIIIV�uI�I�IIIIIIVI,M�.�k�'�4pk���d!lJ�I�6h„116
For dates of death on or sfter Juiy 1,199d,snd be#csre Jan.t,1995,ihe ta�t rate impased on ffie nef vatue of transfers to or for the use of the surviving spouse is
is 3 p6rcent[72 P.S.§9116(a)(1.1)f)1•
For dafes of death on�after Jan.1,1995,the taac rate impased ar the net v�ue of transfers to ar for the use of the surviving spouse is 0 percent
j72 P.s.§$11s(a}{t.t}(i71.lt,e sfaa,�does not exempt a trm,sfer ro a survi»ng spa,se fs«n ta�c,�ra the statu�y requirsments tor alsdosure af a�e�ana
filing a ta�c retum are still applicable even if the surviving spouse fs the only benefiaary.
For dakes of death on or aflsr 3uly L 2400:
• The t�rate impnsed on iha net value of fransfers from a deceased ci��d 21 ye�s of age w yaun�r at death ta ar fur Uie use af a nafural p�ren#,�
adopUve parent ar a stepparent of the Child is 0 percent[72 P.S.§9116(a)(1,2)].
• The Eaac rate imposed on the net value of transfers to w for tlre use of the decedenPs lineal beneflciaries is 4.6 percent,except as aoted in p2 P.S.g9t ts�axl)].
• The ta�t tate anposed on the net value of transfers�or fa tt�e use of the decedenYs si�ir�s is 12 percent(72 P.S.§9116{a){1.3}].A si6�ng i�tle8n�,
under Sectlon 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adaption.
REV-75p2 EX+(12-12)
pennsylvania SCHEDULE A
DEPAR7MENTOFREVENUE
REAL ESTATE
INHERITANCE TA%RE7URN
RESIDENT t�EDENi'
ESTATE OF: P�E N41N1BER.
ANNA LEE NORCROSS 21 12 1308
Ail rad propert�t owned salely or�a tenant in common must be repo��fak market valua��r market vaiue is deti�as the price at which property
would be suchanged 6ahvesn a willing buyer aru!a wA�ing seller,neither 6eing canpelled M buy or seil,b�h having reasonable kna�ed��tlie relevant fscts.
Real property that fs JWntlyownad wMh rigM ot survtw�ahip must 6e dlscfosed an Schedule F.
Attach a a�py of the&etGert�ent sheet'rf the pmperty has been sold.
NUMSER Indu�a cnpy�the d�straatit�dece�nPs iM�est if a,med�t�anf in cornmon. VA�F�,��E
DESCRIPTION
1. Gross pmceeds firam sale af reai estate situate at 12A Pin Oak Lane, Shippensburg, PA, 145,000.4Q
to Jerry E. Rhine and Patricia A. Rhine, his wife
2. Received on proration of real estate tsues at above sale 407.84
TOTAL{AlsoenteronLine1.RecaplhdaUcxr.} S 145407.$4
i(�.v�m ann.v b nealorl ��m MAiNnnal¢hml¢M narwr M Ihw caYM aim.
REV-15�B IX+(0&12)
pennsylvania SCHEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS &MISC.
INHERITANCETAXRETURN pERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
ANNA LEE NORCROSS 21 12 1308
InGude the proceeds of IRigation and the date the proceeds were received by the estate.
All property jointry owned with r1gM of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, Checking Account#6100794318, Citizens Bank, including interest accrued to date 18,784.97
of death
2. Checking Account#6216064022, Citizens Bank, inciuding interest accrued to date 65,148.76
of death
3. Refund, Public Opinion 19.61
4. Proceeds from private sale of decedenPs automobile 9,500.00
5. Refund of per capita tax 4.90
6. Nationwide, refund of car insurance premium 11.40
7. U.S. Treasury, income tax refund 821.00
8. Gross proceeds from public sale of personal property by Dean E. Alleman, 7,339.25
Auctioneer
9. Refund of homeowner's insurance 51.18
TOTAL(PJso enter on Line 5,ReCapitulation) S 101 681.07
.. ' ---'-' — -..,.---'-`--•- -`-°°-..�__.._,._._,.
_ _
REV-15N EX+(10-09j .
pennsylvania SCHEDULE H
DEPARTMENTOF REVENUE pUNERAL EXPENSES AND
INHERITANCETAXREfURN ADMINISTRATIVE COSTS
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
ANNA LEE NORCROSS 21 12 1308
Dx�aM's dabb musl be reportal on Sehedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Fogelsanger-Bricker Funeral Home, funeral services 12,546.02
2. Kathys Deli, meal after funeral 1,164.94
3. Church for meal after funeral 200.00
B. ADMINISTR4TIVE COSTS:
1. Personal Representative Commissiais:
Name(s)ofPersonelReqesenfative(s) JanetL.McBeth;MarionR.McMullen;DorisJ.Feather 8,000.00
Street Address
Cdy State ZIP
Yeaqs)CommbsionPaid: �11� �3
p. AaomeyPees: Joel R. Zullinger 7,600.00
3, Fam�y Ezemption:(n deoadents address is not me seme as daimanYs,auach explanatlon.)
ClaimaM
SUeetAddress
�ny Smte ZIP
Relationship of Cla�nant to DecedeM
4. pmbate Fees: Letters 260.00; JCS fee 23.50; automation 5.00;wili 15.00; short certificates 407.50
24.00; inheritance hax return 15.00; inventory 15.00; additional probate fee 50.00
5 AccounfanlFees:
6. Taz Retum Preparer Fees:
7. Penelec, ufilities at residence 288.91
8. CenturyLink, telephone service at residence 90.15
9. CFJMA, sewer service to residence 35.10
10. Comcast, cable service to residence 35.69
11. Penelec, utilities at residence 215.29
12. Tim L. Ausherman, appraisal of real estate 350.00
13. Janet McBeth, reimbursement for dumpster fees 405.44
14. Southampton Township, refuse removal 45.25
15. Comcast Cable, final balance due 1•87
16. Penelec, utilities at residence 234.45
17. Nationwide, homeowners insurance 64.50
18. CFJMA, sewer service to residence 33.15
TOTAL(Also enter on Line 9,Recapilulaation) S q4 �33.99
If more space is needed,use additlonel sheeb of peper of ihe same slze.
• Continuation of REV-1500 Inheritance Tax Retum Resident Decedent
ANNA LEE NORCROSS 21 72 1308
DecedenPs Name Page 7 File Number
Scheduie H -Funeral Expenses 8 Administrative Costs-B7.
ITEM DESCRIPTION AMOUNT
NUMBER
19. Penelec, utilities at residence 133.69
20. Darlene M. Kelly, CPA, prepare 2012 income tax returns 110.00
21. South Newton Township Fire Company, holding public sale of personal property 200.00
22. Barry Negley, lawn maintenance 412.00
23. Janet McBeth, reimbursement for truck rental for public sale 80.74
24. Dean E. Alleman, commission and expenses, sale of personal property 3,009.54
25. News-Chronicle, advertise grant of letters 146.00
26. Cumberland Law Journal, advertise letters 75.00
27. Sailhamer Real Estate, commission sale of real estate 7,250.00
28. 1�o realty transfer tax on sale of real estate 1,450.00
29. Borough of Shippensburg, final water bill 49.71
30. CFJMA, final sewer bill 47�87
31. Penelec,final utility bill for residence 51.18
3UBTOTAL SCHEDULE H•B7 13,015.73
aEV-�s7z�c+�ia�z)
pennsylvania SCHEDULE 1
DEPAR'I'MENTOFREV@NUE DEBTS OF DECEDENT,
iNHEa�TUacerwcr�ur� MORTGAGE LIABILITIES&11ENS
�SIDENT DECE6EN7
ESTATE Of FILE NUTABER
ANNA LEE NORGROSS 21 12 13p8
Report debts incutre�i 6y the decedenf prlor to deafh that remained unpaW at the date of d�tfi,inctuding uareimburs�madlcal expenses.
ITEM VALUE A7 DATE
NUMBER DESGRIPTIdN 0�OEATH
1. WSEMS-Chambersburg ALS/BLS, medical transport 213,5p
2. Penefec, u6lities due at deafh 137.79
3. C'sraham Medical Clinic, 6a(ance due for medicat services 18.28
4. Baraugh of Ship�nsburg,water senrice due at death 3820
5. CenturyLink,telephane service due atdeath 53,14
&. Southamphsn Township, refuse removal due at death 45.25
7. Cumberland Frankiin Joint Municipal Authority, sewer service due at death 69.30
8. Comcast Cable, cable service due at death 68.30
9. Verizon, cell phone service due at death 25.56
16. PSERS, retum of overpayment o4 retirement benefd 135.34
11. Forest Park Heatth Center, baiance due for medicat services 312.00
12. Guardian �TG Pharmacy, batance due far prescriptians 20.50
i3. Barry Negiey,Tau Cotlector, Caunty and Barough reai estate taxes dua 569.32
a#desifi
TpTA!(Also enter on Line 10,Recapitulatlon) i 1 710.A$
If mora space is�ded,insert addiHonai sheets of tha same saa.
REV-�513 EX+(0140)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BEN EFICIARIES
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF: FlC6 t�li�ER:
ANNA LEE NOFtCROSS 21 12 1306
RElAT10NSHIP TO DEGEDEN7 AMOUNT OR SHARE
NUMBER NAME AND ADDRESS 4F PERSON{S}RECEIVit�PROPERTY Do Not!�t Tnratee(s} OF ESTATE
I TAXA6LEDISTRIBUTIONS [IndudeoWg M9pouseldishibutlonsandbanafersunder
Sec.91i6(8)(72).]
1. Marion R. McMui(en,74$1 Brethren Church Road, Sibling
Newburg, PA 1724d 40°�of a 3/4 share
60,198.33
2. Janet L. McBeth,217 West Main Street,Watnut Bottom, Si61i�g
PA 172fi6 30%of a 3/4 share
45,145.00
3. Doris J. Feather, 331 Park Heights Boulevard, Hanover, Sibling
PA 17331 30%af a 314 shere
45,145.00
4. Albert Norcross,Jr., 22B0 ScoUand Road, Ghambersburg, Collateral
PA 17201 1119th af a 11dth share
2,640.05
5. Michael Norcross, 5965 Meade Court, Linglestown, PA 17112 Collaterel
1119th of a 1l4th share
2,64d.45
6. Timakhy Norcross, 405 CBrrofton Court, Foresf Hill, MD 21050 Collateral
1/19 of a 1/4th share
2,640.05
7. Kimberiy M1torcross Brown, 1636 Sherry 6rive, Chambersburg, Coilaterat
PA 17202 1/19th of a 1/4th share
2,640.06
ENTER DOLLARAMOUNTS FQR DISTWBUTIONS SHQWN ABOV6 ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPWATE.
II. NON-TAXABLE DISTRIBUTIONS:
A.$POUSAL DISTRIBUTIONS UNDER SECTION 9113 F4R V�i1CH AN ELEGTION TQ TAX IS NOT TAKEN:
1.
B.CHARITABCE AN4 G6VERNMENTAL DI&TRIBUTIONS:
1,
TOTAL OP PART II-ENTER TOTAL NdN-TAXABLE DISiRiBUTIQNS 4N I.INE 13 dF REV-4500 C4VER SHEET. S
N mare spaee is naetled,use adc�tional sheeb of p�'M the same s(ze.
. Continuation of REV-1500 Inheritance Tax Retum Resident Decedent
ANNA LEE NORCROSS 21 12 1308
DecedenYs Name Page 2 Fila Number
Schedule J -Beneflciaries-1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON S RECEIVING PROPERTY Do Not Ltst Ttuafee(s OF ESTATE
I TAXABLE DISTRIBUTIONS pnc�9Ma6�s�po�I�dlstribuUons and transfers under
� 1(
8. Judy Szankovics, 832 W. Juniata Street,Allentown, PA Collateral
18103 1/19th of a 1/4th share
2,640.06
9. Emmitt C. Norcross, Jr., 1202 Clear Spring Road, Williamsport, Collaterel
MD 21795 1/19th of a 1/4th share
2,640.06
10. Lester Norcross,409 Herwen Circle, Shippensburg, PA Collateral
17257 1/19th of a 1/4th share
2,640.06
11. Ellsworth K Norcross, Jr., 262 Windswept Drive, Port Collateral
Lavaca, TX 77979-5481 1/19th of a 1/4th share
2,640.06
12. William Myers, Jr., Go 317 Turnpike Road, Newburg, PA Collateral
17240 1/19th of a 1/4th share
2,640.06
13. Doris Jean Myers Negley, 317 Turnpike Road, Newburg, PA Collateral
17240 1/19th of a 1/4th share
2,640.06
14. C. Eugene Noroross(Clyde E. Noroross), 147 Woodsville Collateral
Road, Lambertville, NJ 08530 1/19th of a 1/4th share
2,640.06
15. Frances G. Bigler, 5825 Lady Way, Hope Milis, NC 28348 Collateral
1/191fi of a 1/4th share
2,640.06
16. Peggy Noroross Young, 245 Hillside Terrace, York, PA 17408 Collateral
1/19th of a 1/4th share
2,640.06
17. Brian Norcross, 443 E.Washington Street, Chambersburg, Collateral
PA 17201 1/19th of a 1/4th share
2,640.06
18. Kirk Norcross, 3819 Warmspring Road, Chambereburg, PA Collateral
17202 1/19th of a 1/4th share
2,640.06
19. Steve Norcross, 7841 Avondale Terrace, Harrisburg, PA Collateral
���12 1/19th of a 1I4th share
2,640.06
20. Scott Norcross, 344 East North Street, Carlisle, PA 17013 Collateral
1/19th of a 1/4th share
2,640.06
21. Lisa Norcross Miller, 7841 Avondale Terrace, Harrisburg, Collateral
PA 17112 1/19th of a 1/4th share
2,640.06
. Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ANNA LEE NORCROSS 21 12 1308
DecedenYs Name Page 3 File Number
Schedule J -Benaficiarles-1
RELP.TIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON S RECEIVING PROPERTY Do Not List Tru s) OF ESTATE
I TAXABLEDISTRIBUTIONS pnclse�outrias�spo�l��stributlonsand6ansfersunder
91i )l
22. Karen Norcross Bamer, 1035 South Main SVeet, Collateral
Chambersburg, PA 17201 1l19th of a 1/4th share
2,640.06
NOTATION: Maude Norcross Nutter and Faye Miller both
predeceased the decedent
� JRZ - 5 . 1 norcross .2 Ju1y 20, 2001
� � , � � �' �
g � 7 � ca
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rn � � �i [� �.ro
37 y+. f" y�. ^i � .
ftY 7*1
T.t. � � S a7 47
LAST WILL AND TESTAMENT c� �� � -n ° -`y
� ° `�'i � --
d� r' :�
- � '-' ' ' rn
.� -i r-
r,� u� �='
S, Anna Lee Norcrosa, of 124 Pinoak LaY�'ie, Sh�pensb�rg,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby declare this to be my wi11, hereby
revoking any and all former wills and codicils thereto by me
heretofore made.
I.
I direct that all my just debts and funeral expenses,
including all expenses of my last illness, shall be paid from my
estate as soon as practicable after my decease as a part of the
expense of the administration of my estate.
II-
\ ,
I give, devise and bequeath the residue of my estate of every
nature and wherever situate to my husband, Oliver Eugene Norcross,
providing he shall survive me by thirty days .
222.
Should my husband predecease me or die on or before the
thirtieth day following my death I give, devise and bequeath the
residue of my estate of every nature and wherever situate as
follows :
A. I give and bequeath those items listed on a separate
unsigned memorandum which refers to this my will by date
to the individuals named therein. In the event that no
such memorandum shall be found within thirty days
following my death, this bequest shall lapse .
B. The balance of the residue of my estate shall be
distributed as� foll� o,,w,�s :
1 ���.f, her�o my family as follows:
a. to my ;ae�'�—.�—"'r--M.�sian�l.«+E��
p,ri Pt� " �v ^��� s, provided, however,
�,a0lf
should my said mother predecease me or die on
or before the thirtieth day following my
death, her share shall be distributed equally
among said paragraphs b, c and d o£ this
paragraph B1.
Yo f7o *,�
b. O^ thereof to my sister, Marion R.
McMullen, provided, however, should the said
Marion R. McMullen predecease me or die on or
before the thirtieth day following my death,
her share shall be diatributed to her issue,
per stirpes, living on the thirty-first day
following my death.
�, C��;���TA� thereof to my sister, Janet L.
McBeth, provided, however, should the said
Page 2
Janet L. McBeth predecease me or die on or
before the thirtieth day following my death,
her share shall be distributed to her issue,
per stirpes, living on the thirty-first day
following my death.
d_ � � 7o thereof to my sister, Doris J.
Feather, provided, however, should the said
Doris J. Feather predecease me or die on or
before the thirtieth day following my death,
her share shall be distributed to her issue,
.per stirpes, living on the thirty-first day
follow�i�ng�—my death.
2 _ �� t�e of to my sister-in-law, Rr�+.
P�rcxc, and my nieces and nephews, namely Albert
Norcross, Michael Norcross, Timothy Norcross,
Kimberly Norcross, Judy Szankovics, Emmitt C.
4
Norcross, Jr. , Maude Norcross Nutter, Fay Mi ler,
Lester Norcross, Ellsworth K. Norcross, Jr. ,
William Myers, Jr. , Doris Jean Myers Negley, Clyde
E. Norcross, Frances G. Bigler, Peggy Young,
Trt<___.. �,,,v..r_�.L, grian Norcross, Kirk Norcross,
Steve Norcross, Scott Norcross, Lisa Miller, Karen
Norcross, �eu_������ in equal shares,
provided that the share of any beneficiary of this
subparagraph 2 who predeceases me or dies on or
before the thirtieth day following my death, shall
Page 3
_ _ _ _ _
t .
be divided equally among the remaining
beneficiaries named in this subparagraph 2 living
on the thirty-first day following my death.
IV.
Any fiduciary under tYiis will shall have the following powers
in addition to those vested in them by law and by other provisions
of my will applicable to all property whether principal or income,
including property held for minors, exercisable without Court
approval, and effective until actual distribution of all property:
A. To retain any and all of the assets of my estate, real or
personal, without regard to any principle of
diversification of risk.
B. To invest in all forms of property including stock,
common trust funds and mortgage investment funds without
restriction to investments authorized for Pennsylvania
fiduciaries as they deem proper, without regard to any
principle of diversification of risk.
C. To sell at public or private sale, to exchange or to
lease for any period of time any real or personal
property and to give options for sales, exchanges or
leases, for such prices and upon such terms or conditions
as they deem proper.
D. To allocate receipts and expenses to principal or income
or partly to each as they from time to time think proper.
Page 4
i ,
E. To compromise any claim or controversy.
F. To distribute in cash or in kind or partly in each.
G. To hold property in their names without designation of
any fiduciary capacity or in the name of a nominee or
unregistered.
V.
I direct that all taxes that may be assessed in consequence of
my death of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
VI.
I appoint my husband, Oliver Eugene Norcross, as executor of
this my will . Should my husband predecease me, fail to qualify or
cease to act as executor, I appoint my sisters, Marion R. McMullen,
Janet L. McBeth and Doris J. Feather, as co-executrices of this my
will .
V2I.
No bond shall be required of any fiduciary hereunder in any
jurisdiction.
IN WITNSSS WIiPsREOF, I hereunto set my hand and seal to this my
Page 5
last will and testament, consieting af seven typewritten pages, the
first five af which bear my signature in the margin for the purpa�e
of identi�ication this ��y of ���, �r �.
f��" �fd" V�?.+G�o't j „�t�l�
�.'"r�`�+� �2,�.._� ��.�,a�s�}
Signed, sealed, publisheci and deelared by the above-namec?
testatrix as anri for her last will and testament in our presence,
who in her presence, at her request and in the preeence of each
other have hereunto set aur hands a� at�eating witne�ees.
' ,�������„��"',�,. t�-����,�
�. .
We, AnxYa Lee Norcrosa, and
, the te�tatrix and the witnesses
respectively, whoae names are signed to the attacfied or faregoing
instrument, kreing first c3uly swarn, da heraby declare ta the
undersigned authority that the testatrix signed and executed the
instrument as her last will ancl testament and that she executed it
as her free and valuntary act for the purposes therein e�ressed
and that each of the witnesses, in �.he presence and hearing of the
said testatrix, signed the will as witnesses anci to the best of
their knowledge, �aid signer was at that time eighteen years of age
Page 6
or older, of sound mind and under no constraint or undue influence .
Testatrix
Witness
Witness
Subscribed, sworn to and acknowledged
before me by the above-named signer and
subscribed and sworn to before me by the
above-named witnesses this day of
, 2
Notary Public
Page 7
,. aQp¢qM�r+ro,��oc��U'" OMBApprOVaINa.2502-0266
o*��� *�} a. Settlement Statement (HUD-1 j
�aqM OEVEL� .
B.Type of Loan
4.E7 Fl1A 2.fl RHS S.Q Conv,Unins. &.Fite Ntanber. 7.l.o2n Number. S.Mortgags Insurance Case Number.
4. L�VA 5. �Conv.ins.
C.Note:This form�s fumished to give you a statemen#of actual settlement costs.Amounts paid to and by the seltlement egent are shawn.Items marked
'{p.o.c.)"were paid autside the cinsing;they are show�here for iofo�mationai pufposes and are not inclutled in ihe totals.
D.Name 8 Address af Buyer, E.Name&Address of Se(Ier. F.Ffame&Address of I.ender.
Jerry E.Rhine&Retricia A.Rhine Estate of Anna L.Norcross
9944 Possum Hol{ow Road �Janet L.McBeth,F�cecutor NONE
Shippensburg,PA l7257 2i7 W.Maln St
Walnut Spttom,PA 17266
G.Praperry Laxtion: � H.SettlemeMAgent: L Settlemetrt 6ate: June 11,2015
124 Pin Oak Lane Thomas P.Gleason Place of Settlement:
(ShiPAenSburg,PA'17257 Sit RPen b rg9PA 17257
�mary of Sorcowers Transacdon '����� ^� K.Summa of SelleWa 7ransactlon
100 Gross Amuunf D�from 8orrawer_ 400 Gr�s Amourrt Oue to Seii� ....�
101 Contrad sates price �� $145 000.00 401 CoMrect sales price $945,000.00
102 Peisonal Pro ert�_,n � 402 Per�onal Property ���� �������
103 Ssttlement cherges to borrower(line 14D0) $1 867.90 403 ��
.... .. .. ._.
144. ,- 444.
105. 44b.
Ad ustmer�ts for items id 6 seller in advance � Ad us4nents for items id b seller In advance
106.Ci ftown taxes 6/1212pt3 to 12/31/2013 u' $313.91 406.C' /town tauee 6N2I2013 to 12/31l2013 $313.91 ..
107.Coun taues to S 4.00 407.Coun tazes to $ 0.40
108.Assassmerds to $ 0.66 40&.Assessments fa $ O.W
109.School taxes 6/72/2p13 to 6/302013 $93.93 409.School taxes 6/12/2013 to 6/30/2013 $93.93
110. 410. _
171. 417.
1'12 .... 412 ._
113. 413.
120.Gross Amount Due from Borrower $147,274.84 420.Groes Amount due to Seller $145,4W.84
2�.Amounts FaW flr in BahaH of Bocrower: 560.Reductia�in Amourrt 6ue to Seiler.
201. sits or earnest mons - $1,004.60 54i.ExcO&s depastt tSee tnstructiort.s} „
202.Princi al ampunt of new loan s 502.Settlement charges to seller line 1400) ~,W„ $8 797.58
203.E7cistin loan s taken sub ect to 503.E�d����~�
stin loan s taken sub ect to
244 504.Pa oN oE first mort a loan��� � ���
205. �� ��� 545.Fa ff of sewnd m Ioan �
206. ' 506.
207. � .... 5D7.
208. �� 508.
2fl9. 5Q9.
Ad ustments for Nems un id setier Ad ustrnenffi for items un Id se0er
210.C ttown taxes to $ 0.00 510.C ttown taxa& to $ 0.00
211.Coun taxes to $ 0.00 Sit.Count taxes to u� $ 0.00
212.A----�...�nYS to $ 0.60 512.Assessmeats to ' $ 0.00
213.SChOOI taxe5 #o $ O.W 5�3.Schooi taxes to $ 4.00
214. ..... 514.
215. u �� 515.
216. �� 516.
217. 517.
2'18. 51 S. _�...
219. 519.
YtO.Tatst Paid tfor 6orrpwer $1,�0.06 520.ToWt Reduction Amount Dua Selier $8 797.58
300.Cash at Seidement fsomlto Sorrawer 500.Casb at Settiement fWfrom Seiier
301.Grass amount due from bu er line 120 $1A7,274.84 601.Gross amount due to seller line 420 5145 407.84
302.Less amounts aid b /for b er line 220 $1,000.00 6D2.Les6 reductions in amouM due seller line 520 $B 797.58
303.Gash QX from ❑to 8orrower $14&,274.84 603.Ca�h X�to �from Seiler $138,610.26
^ L.��aetdement Charges
70d.TMai ReaF Estate Broker FaeB � $145,da0.W �t 5 % Paid Fran Paid Frwn
pivision ot Commission(fine 7001 es foitOws: � 6uye['s Setier's
701. 87,250AU la Sailhamer Real Estate Funds at Funtls at
7py, " {p Settlement Settlement
703.Cwnmission p2W ffi Settlement . $ 7 250.00
744.
BOD.ftems Pa abN in Connection wlfJ�Loan �
eoi.Oo�ori inadon cha e (fi'om GFE#1) _,,,
802.Your cred'R or cha e ints fpr the s ecfic ioterest rata o�osen µ (from GFE#21 __
8�3.Ypur atl sted 'nation charges „ (from�FE A) "
804. isat fee M: , {from GFE#37 _�.
805.Gredil Re rt to: (from GFE#3i
808.Taz service ta: (from OFE N 3) �
807.Flootl certificaUOn to: '�� � .J (trom OFEQ #31 _ _„
8a8. , _ .... �..
609. „ , �.._
810.
871.
812.
893_
814.
900.Items R ulred LenOer to Be Pald t0 Advance
901. Dai interest es m lo C� , per day (from GFE#10)
902.Nbrt a e insur4nCe remium for months to (trom GFE#3) $ D.00
903.HUiti@OVmetS 8isu�8nce �M Yeats to {{�pm G�E#t i _ $ 6.90
963'
905.
100a.Reserves De sitetl wlth Lentler �
5061.1nitlai sitfor rescrowaccount (BOmGFE#9) 5 0.00
Sao2.Fianeownera ins�,ra�ce nwn�ss�s �� oet rt�U� ' S a.oa
1063.Mp a e insura�e months�S � Uer month S a.�U .. _.. ..._
1004.Pm taxea � moMhs�5 per month � $ 0.00 _
t 005.Schod taxes monfhs r month S 0.00 _ ,_
t008, mwtlhs S rmon4h $ aA0 _
1067. A ustme�t er�t�as a r�eimWe ,
5068.
7700.Tftle Cha es �
7 7 07.Tide services antl lenders title insurance to: (from GFE#4)
1102 SatUement or ' fee to: Ttwmas P.Gieasaa+ uire _ 37`.+o.flP
t f03.thvne�s fiue tnsurarxe isrom GPE#5}
1104.Lentlers tltla Insurance to: � , _
1705.Dgetl Pre ratlon to
1108.NWa fces ,_ '.,...
t 507.f14Ca�ment PreGataOOn to ��������.
E 1108.Unde(w�itets of Cie iot04 title inaut8�e P�wn ��- -
1109.AbstracUtitle searcA fee b: ���������. ����������.
7110. .. ��.
7111. . �.... �..
1'ItF _. __ .. ..
140U.Gavernment ReeoMt and Trunster Cha
1201,4ovemment reCOrt7in cha ro: (from 4FE#n , .
1202.DB@tl 587.bU Mort a e Release6 567.00
7203.Transfer taxes to: hom GFE#8
t244. taxtstam ... 5i 450_04 1 454.W
5245.S811et8xtsta 8 51.454.60 $t.d50.96
1206,Mamorandum M Lease to Recorder of Deetls
7207.
12Q8.
13uff.Addltlonat SatUemaM Char
1301.2013 Coun R'ownshi Taxes to Ba Ne P.O.C. $584.42 B SeNer
1302.2012-13 SchCql T xes l0 Be Ne le (P.O.C.) $7 8p4.33 BY Sell4f ,_,_
7303.
9384. Fkiat Wa�'Bill to ewau h of Shippertsburg $49.7�
1305. Fina[Sewer Bi�to GF3MA' SC7.87
1308. ..
t307. _
7308.
S+t66 TotsE Seffiement Charges{ertter on flnes 163 Section J and 542 Sactlon K) E7 EB7AD 58,797.58
CERT/FICA'fiON
1 have carefulty reviewetl the HUD•1 Settlement Starement snd to the best uf my knowledge and bellef,R is a We arrd accurate statement ot a�i receipts and tlisbursements matle
on my account or by me in fhis transaction.I further certiry that I have receNetl a copy of the HUD-1 S6ltlement Ststement
{^ ��� -g� -�����--�-` ��r�,fiC..�7f SHier
Jem/E. hine anet L. cBeth tor the Estate of Anna L.Noromss
���f�d A_1���dy'� _Buyer
Patcida A.Rhin
To th¢best of my k ge tha HU0.1 Settieme»t Statement wM1ich t M1ave prepared is hue and accurate axount o[ihe iunda whfGr were raceivetl arW have been orwiit be
tlisburee4 by the un � ned a8 part of ttl ent W thi8 Vansaction. � /�
SettlemtntAgent _ �-'� �� I `U�� ____�Data
WARNING:ft is a �kno�vingiy make isa statements t4 nftetl Sqies on this or any other simitsrform.Penaitles upon tamrictiat cen inGUde s fiere an�imWisonment
For tletails see:Title Y 8 LLS.CoCe SecUOn tOpt antl Section 1010. . �
ACKNOWLEDGMENT OF RECEIPT
OF SETTLEMENT STATEMENT
Purchaser: Jerry E. Rhine&Pairicia A. Rhine
Seller: Estate of Anna L. Norcross
Agent:
Settlement Site: 49 W. Orange St., Shippensburg, PA 17257
Settlement Date: June 11, 2013
Property Locarion: 124 Pin Oak Lane, Shippensburg,
Cumberland County, Pennsylvania
I have cazefully reviewed the HUD-1 Settlement Statement and to the best of my
lmowledge and belief, it is a true and accurate statement of all receipts and disbursements
made on my account or by me in this transaction. I further certify that I have received a
copy of the Hi1D-1 Settlement Statement.
�
�
Je Rhine(Buyer) J et L.McBeth,Executor(Seller)
r the Estate of Anna L.Norcross
i , , �
Patricia A.Rhine (Buyer)
ATTEST:
To the best of my knowledge,the HUD-1 Settlement Statement which I have prepazed is a true
and accurate account of the funds which were received and have been or will be disbursed as part
of the settlement of this transaction. �
P
• • i
.
I
� �,,,.,�,"".+� I
�� Citl��ns� �ar�k ..
Account Number 6100794318
Account Title Anna Lee Norcross
Date ened 3/29/1980
Account T e Checkin
Princi al Balance as ofDOD $18,784.95
Interest from Last Posting to DOD $ •02
Account Balance as ofDOD $18,784.97
YTD Interest to DOD $8.41
r
, ,
,��-
. �,�
,.�
, � .,.�.�..��., ,a
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___�--�,.�.� � ,,,r�
� �������� �����4 .:�� �A
Account Number 6216064022
Account Title Anna Lee Norcross
Date ened 5/1/2007
Account T e Checkin
Principal Balance as of DOD $65,148.40
Interest from Last Posting to DOD $ 36
Account Balance as of DOD $65,148.76
YTD Interest to DOD $148.41
.
FINAL SSTTLEMENT DATE 618/13
3ELLER--Esfate of Anna Lee Norcross
ADDRESS—
DAT'E dF SALE --6l8l13 SALB LOCATION--South Newkon Tv✓sp Vol.Fire Co
AUCTIOAFEER—Uean Alleman{AU-266bL}&C.H.(Whitey}Marts'n{AU-146bL)
CLERK--Dale Heberlig CASHJER--Cheryl Runshaw
$ALE Tt7T'ALS
PERSONAL ITEMS $ 7 33�i- ��
PERSONALITEMS $
OTf�R $
$'73,3�_Z TOTAL OP SALE
TCITAL EXPENSES
AIIGTIONEER FEE 34°l0 � e2;�.,�� �,,.P,¢',jy � C�����
BUII,DING REN'I'AL $
PORT A POT $ ��� �'�t� �
FL� � :�•� ��ti���-1'r��
ADVERTTSEMENT-Franklin Sfiopper $224.64
t1DVERTISEMENT-The Santinel(3hippensburg Only) $152.40
ADVERTTSEARENT-Pubfic dginion $38.72
ADVERT'ISEMENT- $
ADVER'TISEMEN'i' $
CLERKtCASI�R $104.00
RUNNERS $S.qO �j X$,SHCIURS $ „t.7a.GU
MISCELLANE01[TS $
MISCELL.ANEOUS S
$30U�i.S�1 TOTAL EXPENSES
CheaicS S tC>S�.7S`
To�r�t.sAr,E $733�i.ZS �,/32�•-�/
LESS EXPENSES $ 3G�',�.S'4 ��---
TOTAL T4 SELLER $ �(3 24��1 ��� �j L f
/''� Ctiec%'�o
�� �42� �e�1Je.nc,n
I,(or we},fhe seIIer of goods,merchandise,antUor property sald af pnblic auciian an above date and location,
aclmowledge and accept this settlement of proceeds of sale. I(or we)agree to accept all responsibility for
providing merchantable title of all gaads,mem,handise,autUor progerty soid,and for detivery of Citle to the
P�� '
;_ _ t 3.__ z ,;`���.����
n s �s s���
hie�uct oneer _� Seller's Signature
Salla's Signahare
1
z�wor�cESO�
ZTJLLINGER-DAVIS
PROIE��SION��L CORPt}RATION
4
JflEL R ZULLINGEit STJZANNE M.TRINH HAMtT.TdR C.DAYIS
izullin zullinger-davis cpm s �inh(r�zullineer-davrs com hdavis(a�„��}llinqer-daXis com
14 North Main Strect,Suite 200 20 East Butd Street,P.6.Box 40
Chambersburg,PA 17201 Shippensburg,PA 17257
7t7-264-b029 717-532-5713
717-2b4-1884(FAXI 717-530-5222(FAX)
July 8, 2013
cs ° �
Register of Witls u,�, �° � � o
Cumberland County Courthouse �'"''', _ � `— _"''� a
a r �,
2 Cousthause Square a�. � � � � Q
Caxlisle,PA 17013 � �; " -� � �
c> � ° � �" -;
o C ,-� -"� �;
Dear Register: ' � � �" �
-v r-
x, �r� cn o
RE: Estate of Anna Lee Narcross
Enclosed for filing in your of6ce are two copies of the PA Inheritance Taac Return
and one copy af the Inventory far the above estate. Also enclosed are the following
checks: Register of Wills, Agent in the amount of$25,582.17 for inheritance tax due and
Register of Wills in the amount of $50.00 for filing fees and addiiional cast of letters.
Please address any questions ta my Chambezsburg office. Tha.nk you.
Vety txuty yours,
1�� , .l.t_,
oei Z �
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