The URL can be used to link to this page

Home My WebLink About02-0396 PETITION FOR PROBATE and GRANT OF LETTERS Estate of ROBERT NORMAN JR. No. also known as ,Deceased. To: 21-02-396 Register of Wills County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 192 -14 - 6149 The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older, is the substitute personal representative named in the last will of the above decedent, dated July 27, 1989. (The primary personal representative named in the will, Opal D. Norman, died on March 19, 1990 [death certificate attached]). Decedent was domiciled at death in CARLISLE BOROUGH, Cumberland County, Pennsylvania, with his last family or principal residence at 801 North Hanover Street, Carlisle, Cumberland County, Pennsylvania 17013. Decedent, then 77 years of age, died March 27, 2002, at Church of God Home, 801 north Hanover Street, Carlisle, Cumberland CountY, Pennsylvania 17013. 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. Decedent 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: TOTAL $ 40,000.00 $ $ $ $ 40,000.00 WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. -~~~ BARBARA PIERCE 2615 Horseshoe Drive Rocky Mount, NC 27804 OATH OF PERSONAL REPRESENTATIVE STATE OF NORTH CAROLINA COUNTY OF NASH The petitioner above-named swears that the statements in the foregoing petition are true and correct to the best of the knowledge of petitioner and that as personal representative of the above decedent petitioner will well and truly administer the estate according to law. Sworn to and subscribed before me this~ day of April, 2002. d&Uu/l5~ /. ~ ~Utd1.5~~ 7J~ l(j. ~ -L . ~~~ BARBARA PIERCE /"/-0';;-...3 Estate of ROBERT NORMAN JR., Deceased DECREE OF PROBATE AND GRANT OF LETTERS I? -rH AND NOW, April, 2002, in consideration of the petition attached hereto, satisfactory proof having been presented before me, IT 15 DECREED that the instrument dated July 27, 1989, described therein, be admitted to probate and filed of record as the last will of ROBERT NORMAN, JR. and Letters Testamentary are hereby granted to BARBARA PIERCE. ~/;r(1 ~"<'A0H/,t?~ / 4~d/ R gist ofW s Probate, Letters, Etc. Short Certificates ~-Rag"s. t<enunclation JCP 70.00 15.00 FEES TOTAL Filed: Aoril 17. 2002 $ $ $ $ $ "j.uu HAROLD 5. IRWI III (J 35 East High Stree Carlisle, PA 17013 5.00 99.00 717.243.6090 o tj) 'D ~ ;:.- c.:: .' (''J . i::': p :il;:: , ..., t' ~ '."",,--...;. 'T 1 n~_,~(\~ l.:rv <)/.~(, This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. fee for this certificate, $2.00 l,t"'''''''U'''',,,,,,,,,, ,"""'!,.\>.\.," OF PEl---,_ ",~;/------'--'!r,:l'ol)," l~! ft. ..~ ,..\ ~\ i-I' - '~- \?:~ ~~ ,c _ _ ''Z-:: ~ ul -","" Ii:~ ~ \. , ~. - " ~ ,*." ,/*" '\.~, ' . /<*"l ~ ~A~ /~\" "'>})I"'fN(~{~"i,,"'" "'~""""U"u,,"I'J,'JII P 8251809 No, 21-02-396 ~"/#~~)?0 /' Local Registrar 3-.P;9 -O.:L.. Date 11105:.u_,W7 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH T'rP'ln'1lII\IT ,. "EAIlII_~T IIl.ACKII\II( tv.IoIf:Of'oeCEOEHT!~~.,M_.l" ,. .oGE(I._aorr-r\ Ul"OlEft\~ --. - Robert Norman, Jr. VJCllllfllQM -t- GlIl'EOf'III'ITH ,_.t:lI>i'._1 ~tCIv_ 3Wo0lf"'9"c..u-" Philadelphia, PA 77 y,. . COUI\ITYOFOERIi Cumberland NAIlIIEjIll'Ol_.QMt...__, "'"""""' ....'" ~-ii~~.wer 11 11 DECE:D&Ifr'WAlU<<I~"csn-.~._.A>eo. 801 North Hanover St. Cariisle, PA 17013 Cumberland .. I'lIIfHEII"'NAIoIIlI""',_,~ , ~'HAIlIII.~ ,,,. Robert Norman Barbara Pierce o . . , ~ . """""'" _0 . 11L """"""'''' .........._....0 011825-L ~ s..,...._ iIOCI4S1CUfIIT'1'NUllIMfI I. 192 - 14- C1REOI'OUl",_.o..-_. 6149~. March 27, 2002 .. Mala ""-"'CIC#O&JIfHQIKo..-r___.....ucwro....__ _0 :e:...o White IlWWtAl. SWlJS........ -........- -- Widowed ..........""'" iJ-."..__ 1'--0____....... ~. ..-... 1 ____.. fI,AMI,....,_._s........ Carlisk! ~"- Mildred /' ores De rive ocy cunt, NC 27804 .....Zl,eo. Mary_ville, PA 170.53 ~ .... CllNr,.... ,-. Oak Grove Cemetery ,e.; ,......,...O..<~ J7 r:,f"'J,{ 17._', r-",-_.~.~__"",_.o._"",,,,,,_oI.,...,_..~ O""'Y......_..._....... lioo___...._..... ",Q~""" ~ '<: ( . '" OI.-lOlCfIASAC ...'" ~ DUllOlCfIAS...~O"-'NCl!~ . WEAEM,no,.syfINOIHGS MAHHE.I'I0l'0EArJ.l , ~~ro ~, """"""""'''''''' - D'" - 0 "",.,.", - 0 --~ 0 _0 ...19' -- 0 c.._......_ 0 z ~ u ~ ~ ~ IJ-;-ol Y;Ji~ """'...... "'- .It.. ...;or ,- '-- :--- , i ""'" o.......-___-......._,w; _-...........~_.......1'AAT1 fil.~.....r.tJ~ {L.,............l-''-''< .Pe.r. 1...-..1 t,.&l.u....d"'.... .~_ ll..... rtJ ""''''''"''''' ItlJUIfYJl/WOI'\IC1~_lIUUfI'YOCC\JAIIIEO. ..... 0...0 ., n, r'lACI'Ol'IIUUIt'l'.A1_.-.-.-..._ ~_.~ - -, - curr...,.o-,",,_ .CCJIITIl"'nNO.......SICI.UIP"'o_~_d______..................____T.II ...--......,.......-...---..-........:.1--..-.. 'r c : I"IONQ.toHOCllIITIfI'Y_"",.~~~;><___c-....,...~"'_1 '-__oI..y..........,...__.........__._._.....,__.._.""O'(.I_.._.._.. .IftDICAI. UA..IN~~OIIIOflI~fI On 11M blo...ot..."''''.llonMld/OIln....''I..tion. "'"'J01Iil\ion.........oce........IIIMU....,d.... _plK.. _d...to ltIe....M(.I_ ................,...... ......................... .................................................................... JI.. SS~Nnz1d~ l.OCAIlON~eo,no....,... o O/IifESIOtOED~,o..,._1 1 Ol~2,-'2Q:)'t NIl)~_OI'J>l:RSOH WHOCOW\ETEOCl\USt:OFOUll1 (IIOrn271T't".......... I [)...~.)(L-l.{)r>.-t -,H.D. 33 75 (MI~r.; pJ, c;...(~~, 1-" 1))''1 - , Do\l'('lLEOI_.o..,._1 .. 3-.;1,9 o..;t f.L:. 0, 'D ,....- IS: = N P ,:: u' .. ~ ,,-( -' ~ HI05.805 REV 9"86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat photograph. No. ~/I?~ .lbCa!..R.egistrar Fee for 906276 MAR 2 1 1990 Date 21-02-396 .'v2I87 COMMONWEALTH OF PENNSYLVANIA e DEPARTMENT OF HEALTH e VITAL RECORDS CERTIFICATE OF DEATH a5"q y" UNDER 1 DAY HOurS! MioUles CATE OF BIRTH (Month,Day.Year) D.lJEOFDERH (Moorl\. Day, Year) 'l"l"lS. "']-/tf-<;><.> PLACEOFDEATH(Clleckooo/one seeinslruclioo."",other.ide) HOSPITAL InpalienlWEAIOutpauentD p SWE FilE NUMaER SOCIAL SECURITY NUMBER ,I,",~- it,,- NAME OF DECEDENT (Fir"" Middle, l<lSl) .. AGE (Last Birll\day} ! /frv~ 'E> ,. L g::'lY}0 ... L RACE-AmerK:ilolndien.Black,While.91c (Specity) " G.l~,ts- SURVIVING SPOUSE (lIw,je, Qivemaideonarna) k. 8 .&....tl, ;;'c. 'lDI \JA\I<r a, h1A~ ",11"- f'A DECEDENT'S ACTUAL RESIDENCE (S&e",slrucbon. onolhe<siclal 17a.Stale ',uiUA ~, ,-- Iiveina lOWnalnp? ". 17c.OYaa,dac:edanlUVedlr> ., 17b.CGunt Pt.l'R VvA~ oSI,/Ii...- cilylboro , METHOD OF OISPOSITIQ!:! ./ Burial LV Cremation 0 Ramoval from SlateD OonaoonO Olflar/Specify' 21a. SfGNAT OF FlJNERAl SEA~E I..jCErSEE OR PERSON ACRNG AS SUCH l_ {~\\...bI ~':""-J $-<rt/(V,St 22b. 1 ~ems 23a..c only when certllying To lhe beSI of my knowledlll. dalth occunad at the time, date and place staled phylicieoisnolavai18b1eltfimloldeathto (Sognalu,eandTille) cftflllycaulloldaath 21(l. , TIME OF DE.lJH DATE PRONOUNCED DEAD(Month, Day. Yea,) .. u: '"" "'- j1/tlf!.o II IS, '790 27. PART II Entlnll8 di.._s. illju.ies or IXlm.plicetloj\~ wl'll<:il callSld lhe death. 00 net anfe. the m<><18 01 d)""9. &uch as cardiac Of r"spiralrnv err"st, shock Or heart failure. llal onlyOllecaU...l>Il"ach ~na 23b. 23c. WAS CASe REFERRED TO MEDICAl EXAMINERlCOAONER1 YasD J>IoO Itam. 24.26muSl be complated by p8<8Onwho prOlllluocesdaath IMMEDIATE CAUSE (Final disease orcQnd~ioo 'asuflinglodeath)_ I-b . ". lA.wroximal8 linlerwUbtIlwHrl .0nlOlllenddaath , I PAATII: OthIK$i9nlficanlcondllionslXlrlUibutinglodaaIh.but noIr8sul1lnginlhtiurldtl",in:tcau$&Il"~n'nPAATI DUE TO (OR AS A CONSEQUENCE OF) $equenlidylMllCOndillons ilany.loladingl(llmrnelli8le cau.. Enter UNDERLYING CAUSE{O,........ 0< "'fUry Ihatinn,Oltadavents rll$Ul'"g,"dealh)L.A8T DUE TO (OR AS A CONSEOUENCE Of). , DUE TO (OA AS A CONSEQUENCE OF) ~AN AUTOPSY PERFORMED? , WERE AUTOPSY FINDINGS HAILABlE PRIOR TO COMPLETION OF CAUSE OFDEATH? MANNER OF DEATH DATE OF INJURY (Month,Day,Year) TIME OF INJURY INJURY R WORK? DESCRIBE HOW INJURYOCCURflED Natural [;l...---- o o Homk:ide Pendirllllnvaaligellon Couldnolbedelermined o o o PlACE OF INJURY. Al home, 'arm, streel. feclory. olliee M. building. lIe (Specily) _. Ve,O NoD ...... ...0 '" ...0 ",0 Suicide o M. 2... Ub. CEIlTIFIIft(Checkoolyona) 'CIIITIFfINQ PHYSICIAN (PtlYSIClarl ceni/)iloo cau... 01 dsaltl when aooIt1... phy!iieien hes prOOOlJn:;&d dealtl and cornplaled Item 23) To'" beet 01 my knowledge. doH... Of:Clfrred due to 1M caueejl) end man.... .. etatad. . . ". 'PRONOIJNCINQ AND CERTifYING PHyaIClAN (f'l>y"",,,,,n bolh pronouncing dealtl and c..rj~ying 10 Cau... ol dealh) To..... beet 01 my knowladge, cla.U. OCcurred II .....Ilme. "-Ie, and piece. and due 10 the u..a(e, and manner II llaled.. . '''EDfCAL EXAMlNERICORONER On '*"' buaofl.amIn11llon .ndJor In"..IIg.IIOll.ln my opInlOll. .ath occurredet lhe lime. ct.te. and plsc., and duelothe (lauH(e) ancl _nnat......ecI...........,...................................................................................... 31a. REGISTRAR'S SIGNATURE AND NUMBER ~ o " I....' id-I/" I o Ij) '-D ..- ,"" 0...- ~~ (~ p ,)~ ~ , '..... ~~ - II 21-02-396 LAST WILL AND TESTAMENT OF ROBERT NORMAN, JR. I, ROBERT NORMAN, JR. of 701 Valley Street, /1arysville, ry County, Pennsylvania, being of sound and disposing mind, understanding, do make, publish and declare this to will and Testament, hereby revoking all Wills and codicils heretofore made by me. ITEM I. I direct that all my debts and funeral expenses, incl uding my cemetery lot and gravemarker and all expenses of I , I I my last illness, shall be paid from my residuary estate as soon as practicable after my death as part of the expense of the administration of my estate. ITEM II. I devise and bequeath all of my estate of every nature and wherever situate to my wife, Opal D. Norman if she survives me by thirty (30) days. II ITEM III. If my wife, Opal dies on or before the thirtieth devise and bequeath all of my D. Norman predeceases me or day following my death, I estate of every nature and wherever situate unto Matthew Aaron Pierce, Brandon Troy Pierce and Kaylee Nichole Norman, per capita. ITEM IV. I direct that any and all Inheritance, Estate Transfer taxes imposed upon my estate passing under my Will or otherwise, shall be paid out of the principal of my residual estate. ITEM V. I appoint my wife, Opal D. Norman Executrix of this my Last will and Testament. In the event of her renunciation, death, resignation or inability to act for any reason whatsoever, I appoint Barbara Pierce, Executrix of this my Last Will and Testament. I relieve my Executrix from the necessity of posting security in connection with her duties as such in any jurisdiction in which she may be called upon to act. 2 II II ITEM VI. This Will is not the product of any contract or agreement between me and my wife, Opal D. Norman and my wife shall be free to dispose of any property (whether acquired under this will or otherwise), either during her lifetime or by Will, as she deems proper in her sole discr~tion. ITEM VI I. In the event my wife, Opal D. Norman dies under such circumstances that there is not sufficient evidence to determine absolutely whether she survived me, I direct for purposes of this will that she shall be conclusively presumed to have predeceased me. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last will and Testament, which consists of :3 of which I have affixed my signature this pages, Q7l!... to each day of ~' one thousand nine hundred and eighty-nine (1989). .-\ fJkotP!If1C~-€ , Robert Norman, Jr. 3 II COMMONWEALTH OF PENNSYLVANIA COUNTY OF ,) J/OliJa ss j" 'l'Jf=A RoberA N071"anr Jr. and flJJf7( uti ?10l!t!!fJJ1 , and v(j' </[/1,/1 itl ( ji J(~ili;j/Hab , th~ ~testator an\d the wi\.nesses respectlvely, w~bse n~e~ are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. &~~'a#f! Testator ;V /iJ~ /""<.f /J Wit"~ss II Ii II II 11 NofariaJSoaJ - Christine A Zarin:1'. Notary Public Mary&ville Borouoj-!. Perry County My Commission Expires July 19. 19(0'. 4 I" .'1'...".,.......'...... ~ '.: ",':' , 'Ii ~ :." :J " ;~ '~~, ,:~.r l/~, r'.' ":J '''= w... ':::.::: "'-J P , " "'j~ ,!"~ t::t Il: ." " 10 o 0['. < _ m c < <- to ~ II - r- tn5ld~~ 01-.... > l:'- 0( ~ ~ III II m UI 111 eli ~ r z It it. z I- Z C It: ~ 1&I ~ WecD-to- Cl~[JJ,," Z<(oj~ _ a-t'- Ul v~1fI UJ )oil> _ tt o < 1: t:l: lIJ Cl Z z <!; ~ o Z E-< Il: ri1 P'1 o Il: rJ CERTIFICATE OF NOTICE UNDER RULE 5.6(ID Name of Decedent: ROBERT NORMAN, JR. Date of Death: MARCH 27, 2002 ~' Will No. 21 - 02 - 0396 Admin. No. 2002 - 0396 To the Register: I certify that notice of beneficial interest or estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 22, 2002. Name Address MATTHEW AARON PIERCE 1200 BLACK FOREST HILL RD COATESVILLE PA 19320 BRANDON TROY PIERCE 1014B BROWNLEA DR GREENBILLE NC 87858 'l KAYLEE NICHOLE NORMAN C/O KAREN MITCHELL 20 BELLVIEW RD MARYSVILLE PA 17053 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None IRE April 22, 2002 '-D 35 East High Street, Suite 201 Carlisle, PA 17013 717-243-6090 ~IF ("-1 N Attorney for Estate of Robert Norman, Jr. ii':: ~~ i:[:: '~-.J P ~ ~ "'\1"-:: ~- ~500EX(6-00) ~'- . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE O.~ Y 1'7 - 5 ~ -0 ~ FILE NUMaER 21 COUNTY CODE 02 YEAR 0396 NUMBER DECEDENTS NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER NORMAN, ROBERT, JR. 192 -14 - 6149 DATE OF BIRTH DATE OF DEATH JUNE 4,1924 MARCH 27, 2002 (IF APPLICABLE) SURVIVING SPOUSE'S NAME {LAST. FIRST AND MIDDLE INITIAL} SOCIAL SECURITY NUMBER l 6. Decedent Died Testate (Attach copy of Will) EX. A 9. litigation Proceeds Received _ 2. Supplemental Return 4a. Future Interest Compromise - (for dates of death after 12-12-82) _ 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (dates 01 death prior to 12-13-82) _ 5, Federal Estate Tax Return Req l 1. Original Return 4. limited Estate _ 8. Total No. of Safe Deposit Boxes 11. Election to tax (See, 91 13(A)) (Attach Sch 0) NAME HAROLD S. IRWIN, III TELEPHONE NUM8ER 717-243-6090 1. Real Estate (Schedule A) COMPLETE MAILING ADDRESS 35 EAST HIGH STREET, SUITES 201/202 CARLISLE, PA 17013 2. Stocks and Bonds (Schedule B) (1) (2) OFFICIAL USE ONLY 0.00 0.00 c ,', 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages and Notes Receivable (Schedule D) (4) 0.00 0.00 5. Cash, Bank Dep & Mise Personal Property (Sched E) (5) 6, Jointly Owned Property (Schedule F) (6) 45,186.02 0.00 '."'.' 7. Transfers I Misc. Property(Schedule G) (Schedule L) (7) 0.00 8. Total Gross Assets (total Lines 1-7) (8) 45,186.02 9. Funeral Expenses & Administrative Costs (Sched H) (9) 10. Debts. Mortgage Liabilitles & Liens (Schedule I) (10) 10,772.00 176.57 11. Total Deductions (total Lines 9 & 10) 18. Amount of Line 14 taxable at collateral rate (11) 10,948.57 (12 34,237.45 (13) 0.00 (14) 34,237.45 x. - = (15) 0.00 $34,237.45 x .045 (16) 1,540.68 x .12 = (17) 0.00 $ x .15 = (18) 0.00 (19) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Amount of Line 14 taxable at the spousal rate 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 19. Tax due ..- . . :'" ~,I;[ ,', I 1~t i ~f':1 '\~ -:7 7' ,I;-\~j,\ /1:,::" ~ 1,540.68 601 NORTH HANOVER STREET , GlrY CARLISLE Tax Payments and Credits: ,. Tax Due (Page 1 Line 16) 2. Credits I payments A Spousal Poverty Credit 8 Prior Payments C Discount S Ar PA liP 17013 (1) $1.540.68 Total Credits (A+S+C) (2) 3. Interest I Penalty if applicable Q. Interest E. Penalty TotallnteresUPenalty (D+E) (3) 4. If Une 2 is greater than Line 1 ... Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 ... Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (SA) (5) $1.540.69 B. Enter the total of Line 5+5A. This is the BALANCE DUE. (5B)$1.540.68 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use of income of the property transferred; ................................... b. retain the right to designate who shall use the property transferred or its income; ........ C. retain a reversionary interest; or ........................................................................... d. receive the promise tor lite of either payments. benefits or care? ............................... 2. If death occurred on or before December 123, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? 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? ...... No -L -'L -'L -'L N/A -'L -L 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 perjury, I declare that I have examined this retum. including accompanying schedules and statements. and to the best of my k.nowledge and belief. it is true. correct and complete. Dedaration of preparer other than personal representative is based on all information of which preparer has any k.nowledge. ON RESPONSIBLE FOR FILING RETURN '-"^-- E/ . S,,^,,- JULY DATE .2002 ADDRESS 2615 RSESHOE DRIVE. ROCKY MOUNT. NC 27804 SI R OF PREf> OT T N PERSONAL REPRESENTATIVE ATE . PA 17013 JULY / .2002 For dates of death on or after and before January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. Section 9116 (a)(1.1 )(i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P .S, Section 9116 (a)(1. 1 )(ii)). The statute does not exemot a transfer to a surviving spouse from tax. and the statutory requirements far disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent. or a stepparent of the child is 0%, [72 P.S. Section 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. Section 9116 (1.2)[72 P.S. Section 9116 (a)(1)]. The tax rate imposed on the net value of transfers ta or for tt1e use of the decedent's siblings is 12% [72 P .5. Section 9116 (a)(1.3)1. 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. REV.1502 EX + (12-85) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT NORMAN, JR. 2002 - 0396 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM DESCRIPTION NUMBER SCHEDULE A REAL ESTATE VALUE AT DATE OF DEATH NONE TOTAL (Also enter on Una 1, Recapitulation) NONE (If more space is needed. insert additional sheets of same size.) REV-1503 EX + (4-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ROBERT NORMAN, JR. (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER SCHEDULE B STOCKS AND BONDS FILE NUMBER 2002 - 0396 VALUE AT DATE OF DEATH NONE TOTAL (Also enter on Line 2, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1504 EX + (3-92) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY HELD STOCK PARTNERSHIP AND PROPRIETORSHIP ESTATE OF ROBERT NORM,b;N, JR. ITEM NUMBER NONE FILE NUMBER 2002 - 0396 TOTAL (Also enter on Line 3, Recapitulation) (If more space is needed. insert additional sheets of same size.) VALUE AT DATE OF DEATH NONE REV-1507 EX. (6-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES AND NOTES RECEIVABLE ESTATE OF ROBERT NORMAN, JR. (All property jolntly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER FILE NUMBER 2002 - 0396 VALUE AT DATE OF DEATH NONE TOTAL (Also enter on Line 4, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1508 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF ROBERT NORMAN, JR. (All property jointly..owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER FILE NUMBER 2002 - 0396 VALUE AT DATE OF DEATH 1. 1ST NATIONAL BANK OF MARYSVILLE - Checking Account No. 31 - 488 - 9 (Value as stated on bank statement attached at Exhibit "B") 1ST NATIONAL BANK OF MARYSVILLE - Money Market Account No. 90 - 607-7 (Value as stated on bank statement attached at Exhibit "B") $ 3,463.28 2. 3. CHURCH OF GOD HOME - Refunds 37,730.30 3,708.83 244.35 4. EXPRESS SCRIPTS - Medical Insurance Reimbursement 5. THE SENTINEL - Subscrtptlon Refund 39.26 TOTAL (Also enter on line 5. Recapitulation) $ 45,186.02 (If more space ;s needed, insert additional sheets of same size.) REV-1509 EX + (12-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ROBERT NORMAN, JR. SCHEDULE F .JOINTLY-OWNED PROPERTY FILE NUMBER 2002 - 0396 Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. NONE B. c. Jolntly-owned property: ITEM LETTER DATE DESCRIPTION OF PROPERTY TOTAL DECD'S DOLLAR NO. FOR MADE VALUE -JoiNT. VALUE 0 JOINT JOINT OF ASSET DECEDENT'S TENANT INTEREST NONE TOTAL (Also enter on line 6, Recapitulation) NONE (If more space is needed. insert additional sheets of same size.) REV-1510 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT NORMAN, JR. 2002 - 0396 THIS SCHEDULE MUST BE COMPLETED ANO FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. SCHEDULE G INTERVIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY ITEM DESCRIPTION OF PROPERTY DATE OF NUMBER Indude name of the transferee. their relationship to decedent, date of transfer DEATH 'I. OF EXCLUSION TAXABLE VALUE OF DECD'S (if applicable) VALUE ASSET INTEREST NONE TOTAL (Also enter on Line 7. Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1511 EX + (7-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHeDULE H FUNeRAL EXPENses, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF ROBERT NORMAN, JR. FILE NUMBER 2d02 - 0396 ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1. MICHAEL J. SHALONIS FUNERAL HOME, INC. $ 4,573.00 FRANK SNYDER & SON MEMORIALS - Grave Marker 65.00 B. Administrative Costs: 1. Personal Representative Commissions: BARBARA PIERCE 3,000.00 Social Security Number of Personal Representative:: 179 - 44 - 8742 Year Commissions Paid: 2002 2. Estimated Total Attorney Fees: HAROLD S. IRWIN, III 3,000.00 3. Family Exemption: Claimant Relationship Address of Claimant at decedent's death: Street Address City State Zip Code 4. Probate Fees: REGISTER OF WILLS 99.00 C. Miscellaneous Expenses: 1. REGISTER OF WILLS - File Inventory and Appraisement 25.00 2. HAROLD S. IRWIN, III - Notary Fees 10.00 TOTAL $10,772.00 REV-1512 EX + (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ROBERT NORMAN, JR. ITEM NUMBER SCHEDULE I DEBTS OF DECEDENT, MORTGAGES, LIABILITIES AND LIENS FILE NUMBER 2002 - 0396 DESCRIPTION AMOUNT 1. WEST SHORE EMERGENCY SERVICES - Medical Bill ADAMS - CUMBERLAND MEDICAL CENTER - Medical Bill $ 114.41 2. 59.51 3. QUANTUM IMAGING - Medical Bill 2.65 TOTAL (Also enter on Line 10, Recapitulation) $ 176.57 (If more space is needed, insert additional sheets of same size.) REV-1513 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ROBERT NORMAN, JR. SCHEDULE oJ BENEFICIARIES FILE NUMBER 2002 - 0396 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. MATTHEW AARON PIERCE GRANDSON 1/3 RESIDUE 1200 BLACK HORSE ROAD COATSVILLE PA 19320 2. BRANDON TROY PIERCE GRANDSON 1/3 RESIDUE 1014B BROWNLEA DRIVE GREENVILLE NC 87858 3. KAYLEE NICHOLE NORMAN GRANDDAUGHTER 1/3 RESIDUE C/O KAREN MITCHELL 20 BELLVIEW ROAD MARYSVILLE PA 17053 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on Line 13. Recapitulation) $ NONE (If more space is needed, insert additional sheets of same size.) LAST WILL AND TESTAMENT OF ROBERT NORMAN, JR. I, ROBERT NORMAN, JR. of 701 Valley Street, Marysville, ry County, Pennsylvania, being of sound and disposing mind, m mory and understanding, do make, publish and declare this to ~e my Last Will and Testament, hereby revoking all Wills and ~COdiCilS heretofore made by me. ~ ~ ~ ~ ~ ITEM I. I direct that all my debts and funeral expenses, incl uding my cemetery lot and gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my death as part of the expense of the administration of my estate. ITEM II. I devise and bequeath all of my estate of every nature and wherever situate to my wife, Opal D. Norman if she survives me by thirty (30) days. ITEM III. If my wife, Opal D. Norman predeceases me or dies on or before the thirtieth day following my death, I devise and bequeath all of my estate of every nature and wherever situate unto Matthew Aaron Pierce, Brandon Troy Pierce and Kaylee Nichole Norman, per capita. ITEM IV. I direct that any and all Inheritance, Estate Transfer taxes imposed upon my estate passing under my will ~ or otherwise, shall be paid out of the principal of my residual ~ estate. ~ ITEM V. I appoint my wife, Opal D. Norman Executrix of this my Last Will and Testament. In the event of her renunciation, death, resignation or inability to act for any reason whatsoever, I appoint Barbara Pierce, Executrix of this my Last Will and Testament. I relieve my Executrix from the necessity of posting security in connection with her duties as such in any jurisdiction in which she may be called upon to act. 2 ITEM VI. This Will is not the product of any contract or agreement between me and my wife, Opal D. Norman and my wife shall be free to dispose of any property (whether acquired under this Will or otherwise), either during her lifetime or by Will, as she deems proper in her sole discrp-tion. ITEM VII. In the event my wife, Opal D. Norman dies under such circumstances that there is not sufficient evidence to determine absolutely whether she survived me, I direct for purposes of this Will that she shall be conclusively presumed to have predeceased me. IN WITNESS WHEREOF, I have hereunto set my hand to this my ~ Last Will and Testament, which consists of -/ pages, to each 'S)7rt day of of which I have affixed my signature this ~, one thousand nine hundred and eighty-nine (1989). ! /), -1. P~!;Yt74h~'/atf , Robert Norman, Jr. 3 COMMONWEALTH COUNTY OF OF PENNSYLVANIA , '-1/[ UJI Q ss f'{",(' ,if /Vl'l ' \1'Je,1,Rober~ No~anf Jr. and, ~Ir! vi" I ((vlJJ/IU/ ,and vi-I' ,If f,Jj)m (', ~(fil/JHlIr/~ ' the 'testator aIid the w~tnesses respect~vely, w ose n e are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Subscribed and sworn to and before me by Robert Norman, ~t sU9scrjbed~nd sworn ~l) 17 f Iii, /} ((1'1' lX (1'-L ;: "e"~' "'7 ., ( , ' / J . ; ,I" ; \ kridl' .' ryl//)I/'f '~Notary Pu ~c \ I ! Notar!aJ Seal Chl"istine A. Zal'l;~1. No1~ Public Me.ry&vi/le BofOt~J;--. Porry County My Commission Expir.<JS July 19. 1~ &%h/1/:ra~~ f Testator ;V bli!-foJrme by , i r/lll/l ilil[( - ,1989. I ' ) to of 4 '-----.. 17053,0017 MAIN OFFICE: 101 Lincoln Street Phone: (717) 957-2196 Fax: (717) 957-4578 RIDGEVIEW OFFICE: 500 S, State Road Phone: (717) 957-2114 Fax: (717) 957-4678 APRIL 18, 2002 HAROLD S IRWIN III RITNER HOUSE STES 201 & 202 35 EAST HIGH ST CARLISLE PA 17013 RE: ESTATE OF ROBERT NORMAN JR HERE IS THE INFORMA TlON REQUESTED IN YOUR LETTER OF 4-10-02: CHECKING 31-488-9 OWNERSHIP: ROBERT NORMAN JR OPENED: 10-31-80 INTEREST RATE: N/A DOD BALANCE: $3,463.28 DOD INTEREST: N/A MONEY MARKET 90-607-7 OWNERSHIP: ROBERT NORMAN JR OPENE]): 5-31-91 INTEREST RATE: 2.25% DOD BALANCE: $37,667,61 DOD INTEREST: 62,69 IF YOU NEED ANY FURTHER INFORMA nON, PLEASE FEEL FREE TO CONTACT US, SINCERELY, '1 73a .l~ l-(/- t{-L/u-J BARBARA RECHER CUSTOMER SERVICE Inventory of the real and personal estate of ~/- 01...- .sQ0 o ROBERT NORMAN, .JR. deceased 1. 1ST NATIONAL BANK OF MARYSVILLE - Checking Account No. 31 - 488 - 9 $ 3,463 28 2. 1 ST NATIONAL BANK OF MARYSVILLE - Money Market Account No. 90 .:. 607 - 7 37,730 30 3. CHURCH OF GOD HOME - Refunds 3,708 83 4. EXPRESS SCRIPTS - Medical Insurance Reimbursement 244 35 5. THE SENTINEL - Subscription Refund 39 26 ~ " '. ,....,~ - - p , TOTAL 45,186 02 COMMONWEALTH OF PENNSYLVANIA: :58: COUNTY OF CUMBERLAND BARBARA PIERCE, being duly sworn according to law, deposes and says that he is the executrix of the estate of ROBERT NORMAN, JR., late of Carlisle Borough, Cumberland County, Pennsylvania, deceased, and that the within inventory made by her, the said executrix, of the entire estate of said decedent, consisting of all of the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania. and that the figures opposite each item of the inventory represent its fair value as of the date of decedent's death. \?~9~, ~ BARBARA PIERCE Executrix MARCH 200~ Date of Death: Day Month Year INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty. 4. See Article IV, Fiduciaries Act of 1949. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HAROLD S IRWIN III ESQUIRE 35 EAST HIGH STREET SUITE 201 CARLISLE, PA 17013 ---+*+-. fold ESTATE INFORMATION: SSN: 192-14-6149 FILE NUMBER: 2102-0396 DECEDENT NAME: NORMAN JR ROBERT DATE OF PAYMENT: 07/17/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/27/2002 NO. CD001416 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,540.68 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: HAROLD S IRWIN III ESQUIRE CHECK# 5833 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $1,540.68 MARY C. LEWIS REGISTER OF WILLS /-J- 6...1''<--5 '" BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17126-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HAROLD S IRWIN STES 201 202 35 E HIGH ST CARLISLE 'r , u(~. DATE ESTATE OF DATE OF DEATH FILE NUMBER C;OUNTV ACN 09-02-2002 NORMAN JR 03-27-2002 21 02-0396 CUMBERLAND 101 III ,j": ...,' *' REV-1S41 EX AFP {Ol-D21 ROBERT Allount Rellitt.d \ PA 1701:3, MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... REV=isW-Ex-AFij-('oFiizY-NOYIcn)'F-YNHEiiITAifCE-YAx-jrpPRA-ISEifiNT~--AL.i-OWANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NORMAN JR ROBERT FILE NO. 21 02-0396 ACN 101 DATE 09-02-2002 TAX RETURN WAS: I 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 (1) (2) (3) (4) IS) (6) (7) .00 .00 .00 .00 45.186.02 .00 .00 IB) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/liens (Schedule I) 11. Total Deductions 12. Net V.lue of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 10,772.00 176.57 Ill) (12) (13) (14) NOTE: To insure proper credit to your account I submit the upper portion of this forll with your tax paYllent. 45,186.02 1 n . 948 ~7 34,237.45 .00 34,237.45 NOTE: I~ an assess. ant was issuad previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~igures that include the total of ~ returns assessad to date. ASSESSMENT OF TAX: IS. Allount of line 14 at Spousal rate 16. Allount of Line 14 taxable at lineal/Class A rate 17. AMount of Lin. 14 at Sibling rate 18. AMount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due (15) .00 X 00 = .00 1161 34,237.45 X 045 = 1,540.68 117J .00 X 12 = .00 I1B) .00 X 15 = .00 (19)= 1,540.68 TAX C >TTS: .. "J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-17-2002 CDOO1416 .00 1,540.68 TOTAL TAX CREDIT 1,540.68 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.) RESERVATION: Estates of decedents dying on or before Dece.ber 12~ 1982 -- if any future interest in the estate is transferred in possession or enjoy~ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years~ the Com.onwealth hereby expressly reserves the right to appraise end assess transfer Inheritence Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the require.ents of Section 2140 of the Inheritance and Estate Tax Act~ Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your pay.ent to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF MILLS" AGENT REFUND (CR): A refund of a tax credit~ which was not requested on the Tax Return~ may be requested by co.pleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-I313). Applications are available at the Office of the Register of Wills~ any of the 23 Revenue District Offices~ or by calling the special 24-hour answering service for forms ordering: 1-800-362-20S0; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraise~ent~ allowance~ or disallowance of deductions~ or assessment of tax (including discount or interest) as shown on this Notice Nust object within sixty (60) days of receipt of this Notice by: --written protest to the PA DepartMent of Revenue, Board of Appea1s~ Dept. 281021~ Harrisburg, PA 17128-1021~ OR --election to have the matter determined at audit of the account of the personal representative~ OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue~ Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601~ Harrisburg~ PA 17128-0601 Phone (717) 787-6S0S. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lS01) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (Sr.) discount of the tax paid is allowed. PENALTY: The ISZ tax a.nesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18~ 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the sa.e .anner and in the the sa.e ti~e period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day fro. the date of death, to the date of pay.ent. Taxes which bec..e delinquent before January I, 1982 bear interest at the rate of six (6r.) percent per annu. calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1~ 1982 will bear interest at a rate which will vary fro. calendar year to calendar year with that rate announced by the PA Depart.ent of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year InterBst Rate Daily Interest Factor 1982 20;: .000548 1992 9% .000247 1983 16;: .000438 1993-1994 n .000192 1984 11;: .000301 1995-1998 9% .000247 1985 13;: .000356 1999 n .000192 1986 10;: .000274 2000 .% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11;: .000301 2002 6;: .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax beco.es delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assess.ent. If paYNent is made after the interest computation date shown on the Notice, additional interest .ust be calculated. toe ./ STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT NORMAN JR. Date of Death: MARCH 27, 2002 21- 02 - 0396 Admin No. 2102 - 0396 Will No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above- captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No ---L b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court ao' m" be 'Il"h" ~ Harold S. Irwin, III Attorney for Estate 1\I(l~ 1% , 2002 35 East High Street Carlisle, PA 17013 717-243-6090 RELEASE I, MATTHEW AARON PIERCE, hereby acknowledge that I have this day had and received from BARBARA PIERCE, executrix, and HAROLD S. IRWIN, III, the legal counsel for the ESTATE OF ROBERT NORMAN, JR., deceased, the total sum ofTwelve Thousand Six Hundred Fifty-two and 07/100 ($12,652.07) Dollars in satisfaction and payment of my share in the estate. AND THEREFORE, I, the said MATTHEW AARON PIERCE, do by these presents remise, release, quit claim, and forever discharge the said executrix and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executrix and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal the (yO+< day of October, 2002. Q U -I d~ A ://, J~ /llC ~{\~~~~'NAL MATTHEW AARON PIERCE (SEAL) COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF Oh{..-k,./ On this, the dO 11.... day of October, 2002, before me, the undersigned officer, personally appeared MATTHEW AARON PIERCE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. ~ 1h~~.. Notary PublIC ( (SEAL) Notarial Seal Kathleen M. Lyons, Notary Public West Chester Bora, Chester County My Ccmmlssion Expires Apr. 17, 2003 Member, Pennsylvania AsSocIatIon of Notaries RELEASE I, BRANDON TROY PIERCE, hereby acknowledge that I have this day had and received from BARBARA PIERCE, executrix, and HAROLD S. IRWIN, III, the legal counsel for the ESTATE OF ROBERT NORMAN, JR., deceased, the total sum of Twelve Thousand Six Hundred Fifty-two and 08/100 ($12,652.08) Dollars in satisfaction and payment of my share in the estate. AND THEREFORE, I, the said BRANDON TROY PIERCE, do by these presents remise, release, quit claim, and forever discharge the said executrix and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executrix and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal the ~'t<< day of 9GtGber, 2002. ND\)w.~e.( /" - a / '~A'A'7/,",^- 1z-'1 hoA'A'k' (SEAL) B NDON TROY RJERCE STATE OF NORTH CAROLINA COUNTY OF li.f\~ \:,I. I-tD\)\S1t/\ Hfl.. On this, the ~i \{ day of ~Q~9r, 2002, before me, the undersigned officer, personally appeared BRANDON TROY PIERCE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. :SS: In witness whereof, I hereunto set my hand and official seal. ~~~ Notary Public (SEAL) RELEASE I, KAREN MITCHELL, parent and natural guardian of KAYLEE NICHOLE NORMAN, hereby acknowledge that I have this day had and received from BARBARA PIERCE, executrix, and HAROLD S. IRWIN, III, the legal counsel for the ESTATE OF ROBERT NORMAN, JR., deceased, the total sum of Twelve Thousand Six Hundred Fifty-two and 08/100 ($12,652.08) Dollars in satisfaction and payment of the share in the estate bequeathed to KAYLEE NICHOLE NORMAN. Said sum to be deposited into a sequestered bank account for the benefit of Kaylee Nichole Norman with instructions that no sums may be withdrawn without Order of Court. AND THEREFORE, I, the said KAREN MITCHELL, parent and natural guardian of Kaylee Nichole Norman, do by these presents remirse, release, quit claim, and forever discharge the said executrix and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executrix and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day of October, 2002. ~oe~ ;;,8 :io.... D _ ~ '\c- \-.Q. tiL (SEAL) KAREN MITCHELL, parent and Natural guardian of Kaylee Nichole Norman COMMONWEALTH OF PENNSYLVANIA COUNTY OF&t~P On this, the ::<6 day of October, 2002, before me, the undersigned officer, personally appeared KAREN MITCHELL, parent and natural guardian of Kaylee Nichole Norman, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. :SS: In witness whereof, I hereunto set my hand and official seal. (SEAL) NOTARIAL SEAL JAMES E. GREEN, Notary Public Camp Hill, Cumberland County ~mmission Expires June 6, 2005