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Home My WebLink About02-0579PETITION FOR PROBATE & GRANT OF LETTERS Estate of JANE WHITE NORRIS No. 21-02- 579 also known as JANE A. NORRIS To: Register of Wills for the deceased. County of Cumberland Social Security No. 522-52-0794 Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who are 18 years of age or older and the Executors named in the Last Will of the above decedent dated December 27 , 1990, and codicils dated none , 19 The Executor named none died .Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 50 Strayer Drive, Carlisle, South Middleton Township Decedent, then 67 years of age, died June 16, 2002, at her residence 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 $245,000.00 (If not domiciled in PAl Personal property in PA $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania, situated as follows: $150,000.00 50 Strayer Drive, Carlisle, North Middleton Township, Cumberland County, PA 17013 WHEREFORE, Petitioners respectfully requests the herewith an the grant of letters testamentary thereon. Signat ) nd Residence(s) of etitioner(s): i (' o W. orris 1706 Irvin Street Vienna, VA 22182 703-938-0232 probate of the Last Will and Codicil(s) pr ented ~i i ussell W. Norris 1706 Irvin Street Vienna, VA 22182 703-938-0232 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the bPSt of the knowledge and belief of Petitioners and that. as personal representative of the above decedent. petitioner(s) wil! well and truly administer the es a or n to w Sworn to or affirmed and subscribed !/ before me this 20th day of Fjdae W. N June , 2002. ~~~ .,c Russell W. ~ Register No. 21-02- 579 Estate of _ TANE WHITE NORRIS of Is[a TANS A. NORRIS ,deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, June 20th 2002, 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 December 27, 1990 described therein be admitted to probate and filed of record as the Last Will of Jane White Norris a/k/a Jane A. Norris ~ and Letters Testamentary are hereby granted to Robert W. Norris and Russell W. Norris eg' ter of Will IRWIN McKNIGHT 8~ HUGHES FEES Probate, Letters, Etc........ $ 305.00 Rober B. Irwin, Esquire (G6282) Short Certificates(-3- ) .... $ 9.00 ATTORNEY (Sup. Ct. I.D. No.) Renunciation(s) ........... $ JCP .................... $ 5.00 60 West Pomfret S__t., Carlisle, PA 17013 Other Will Pages (-4-) .... $12.00 ADDRESS TOTAL: .... $ 331.00 Filed .....TUNE. 20th,..2002.. , .. , . , 717-249-2353 PHONE ~, ~ f Y. {f J e. ,.5 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 P 8319972 No. 21-02-579 t tOS.. U Rev. ?!87 r 'T ~~~ ~ - Y~ Lo al Registra~ ~(y~~~l~~(i~ ~~~ 1 ~ 2fl02 Date COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENTIFaw. M~dW.lal SEx SOCIAL SECURITY NUMBER GATE Of OEMM,Mden. Dey,'Awl ,, JANE A. NORRIS ,,Female ,.522 - 52 - 0794 .. June 16, 2002 AGE IIw e+xaayl UNOERIYEM UNOERtDAY DIRE OF BIRTH BURHPUCE (Cry and PLACE OF DERN1CN Ck ary nne-ra mwrupprs analnar goal Mpane ( Dayf /IOrA r MMw1M !MOnm. OaY''Mrl SMlad Fdagn CoMwyl HOSPITAL: OTHER: 67 Yre. a /21/1935 Lewistown, Pa ~ INM^ Ewaa~+anlG Dw^ "Id,"~"0a O R..a.r,..tr'~ ^ x • . COUNTY OF D&RH Cf1Y, BORO. TWP OF OEATN FACILITY NAMfi (11 nd nw~Mron. qM mew and rwenowi YaAS DECEDENT OF HISPANIC ORKi1N7 RACE -Anrancan IndMR B»cK Wtwe. dc. ~ No~ Y« ^ x y....Paca, cu0.n. ISPacN) Cumberland South Middleton 50 Strayer Drive Meaaxn.PaMORlun,wc. White Xe. X0. f. 10. OECEOEM'S AL OCCUPAgN KIND OF BUSIHESSANOUSTRV YAS DECEDENT EVER IN DECEDENT'S EDUCATKNI MARITAL STJJU8-Merl'Ie0 SURVIVNXi SPOUSE C lG:re knddwdk dv»our+q mow U.S.MMEO FOR E47 Need MenMd, WlWwd, IM wee. pre rrwcnrusrlel ep rr~Y d wdk», we;mnd uaa re0ee.1 Yae^ No L'] ElamanlwLVSacondary CoXeq Dlwrced fSlKCalq • ,,. Music Teacher „s. Musi Educatio ,. „---'Q'om-12- --~'='"'~--- ,.. Widowed ,,, OECEDENrs MAxJND ADORESS(SPew, I:syFTOwn, S»Ia. Z4 Codes DECEDENTS Penns lyania 'p y South Middleton ACTUAL ,T ,Ta [' w a d W d i S . e. J . ece wx e n »» dd • 50 Strayer Drive RESIDENCE e.e.e.N ~ Carlisle Pa 17013 ~ Cumberland '°"""'P' "°•0ii0in1Pr'd ^ , , ,,, ,,, . wxlWrecnWirMad ply~mre. PgMER' NAME {Frw. Mato».L ~ MOTNER~ • Me~ ~») ~ w• ~ obert W. W ite S SS g I1 M t Q ,X. , . WFORMANTS NAME (TYDeNraa) INFOi1MANT'S MAEXIO ADDRESS ISaee4 Cay/Wwn. SkW, Zp CeWI m.. Robert W. Norris 1 MET11000F dSPOSRION DATE OF D4RPOSITgt1 PLACE OF DISPOSfTgN • NarM d Cemwery, Gemabry LOCATION • C' ay/Wwn, SMIe, ZIP Coda Burka ® Gernalbrr ^ Rdrovel Irorrl Sul ^ • • OXK Nw, dOIM P»ca ^ e °oi'ean^ O1N'RI"°'"° June 20 2002 ~.ind Memorial Cemeter j ewistown Pa ,. tta ~ y :, . r :, . UNERAL EL OR PERSON ACTING AS SUCH LICENSE NUMBER NAME ANO ADDRESS OF CACILIT`I :n.FD-012909-L m. Cerr1P»la day WrIXy»q b Xle Bew d my knowladpe, Welty occdrM M IM 1M»: dwe and qaw waled. LICENSE NUMBER GATE SKi 0 Pllywcien rrd avHaeNwbM OfdNm» and (Mpy,l. .IWI WnayfarNddawn. saw 118. ~ `L 1 a~ Xerlw 2LZB rrwrw a mrnplNW W TXaE aF DEATH ~ DQE PRONOU EO PAamn. Osy. LNrI YMS CASE REFERRED TO MEDICAL E%AMINE • l ' IlwXen n le lKdgeK.wWam. Yp ^ No® H. M. 2f. M • Z7. MIR 1: Edar K» OWaaa. infn»s d oomPlieatiorw wniM uuseOlM W alas. Do not adn IM moW of WM7. A as rdac or »eprHOry arras . snack d Man lasde. i AppoeanNa PART X: OUd aipralkela ttrldeiorw owanDweq b OeaN. 01X Lap oM/orr cawe n NN XM. ~ inle/val eelrreen nd recall hX in tl» unWnyagrrr P'r•• M PART 1. BOIE0111TE WUBE 6rnl I Omel ana daaM I r..rgr.WaKrl---- A DuETOfoR cgNSEDUENCEar ~ SeprrweXp 4adlwliom a ln~ A a~I C 'S {~• ' ~ X enlL »ewrq b arwlradwa DUE TD IOR ASS C SEGUE OFI: ar. Enew IIyIOERLYINO ' ~ o GNXE IDiaeeee d •4xY r sargndawpLAfT O11E 70IOR ASACONSEOUENCE OFI: - 1 a. MIA.4 AN AU10ISY WERE AUTOPSY f1NGN05 MANNER OF DEATH DATE Of INJURY TIME OF WJURY INJIARY IQ WORKT DESCRIBE MOW XLRIRY OCCURRED. -ERFORMEDT AWLABLE PRXX1 t0 (Mpol, Day. ravel C ~METKIN OFCAUSE NwurY ~ HomidW ^ \La ^ Ne ^ AeeiWd ^ Perrdkp Mwearigelkm ^ M . q, 0 'A» ^ No naa ^ No Suicide ^ CouW ndM W»rmmad ^ PLACE OFIWVRY-NMma, »rm, wrew. lacbry, ollke LOC/DIONISt .CANWwn,Smp 0usdkq, Ne. i5pRh) 1Xe. 1X0, 1f. 10a ]01. CEIRIFlER I((I»ck dal' Onel NATURE AND 11TLE OF 'CERTIfYX10 PNYEICIAN IPnyscwn c•wY•r9 reuse d WsM wean arwerw Pnvscaxr nas pdqurCad Wam and canpeNOllwn ZJI Te M Oaq et my RnerNdge, W eM occurred Ow b Xra cause(s) and manr»r as eta1M ..................................................... 1t • 'PIIONOUNCINO AND CERTIfYINO PMYSICIAM (PnYSrCgn ecrM pdquncnq deaKr and CMyynq» cause d dNml LICENSE NU 8E DATE SKiNEDIMOrwI pay. 1 ' ~ ' A Xle 0ae1 e/ my knowladgw, Waln ateumo as Ure Ib», ea», and Place, and dw 1e N» eeufe(al end manner as a»led .......................... ^ 1,c. 1, ~ • PERSON wMO COMP,I~iOC,_A~I$E,QF OEA7F,helan T AO~S^ 127~ ~ •MEDICAlE1fAMINERlCORONER I i j d VV ^ On Xw Maie of eaeminelbn and/or invptigalbn, in my opinion. dea10 occurred a11M Ilme date, and Place, arM tlue to IM Cause(s) and 11»r1AM Xe StX,ed 2 Ty1er Court ............... . ........................ .......... ..... . ~ ~ ~ REGIST 'S SIGNATURE ANO NU ER O : DATE FREDIMdwn. oey. warl 21-02-579 LAST WILL AND TESTAMENT OF JANE WHITE NORRIS I, JANE WHITE NORRIS, of 50 Strayer Drive, Carlisle, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former Wills and/or Codicils by me at any time heretofore made. FIRST I direct that all my just debts, funeral and burial expenses and costs of administration be paid by my Executor or Executrix hereinafter named, as soon as is practicable after my death. SECOND /~ I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, other than any generation-skipping taxes, (including any interest and penalties thereon), which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid-cut of the principal of my resid~_ary estate. THIRD I give, devise and bequeath all of my motor vehicles and other tangible personal property of whatsoever nature and wheresoever situate to my sons, ROBERT W. NORRIS and RUSSELL W. NORRIS, of Vienna, Virginia, in equal shares, share and share alike. Ir. the event that my said sons shall predecease me, I direct that the deceased son's share shall go to his issue. If a deceased son does not have issue, I direct that his share shall go to my surviving son or his issue. In the event that both said sons shall predecease me without issue, I direct that said gift, devise and bequest shall go to my daughter-in-law, ELLEN MARIE NORRIS, of Vienna, Virginia. FOURTH I give, devise and bequeath all of the rest, residue and remainder of my estate of every nature and wheresoever situate to my sons, ROBERT W. NORRIS and RUSSELL W. NORRIS, of Vienna, Virginia, in equal shares, share and share alike. In the event that my said sons shall predecease me, I direct that the deceased 2 son's share shall go to his issue. If a deceased son does not have issue, I direct that his share shall go to my surviving son or his issue. In the event that both said sons shall predecease me without issue, I direct that said gift, devise and bequest shall go to my daughter-in-law, ELLEN MARIE NORRIS, of Vienna, Virginia. FIFTH If any legatee or devisee shall die simultaneously with me or under such circumstances as to render it difficult or impossible to determine who predeceased the other, I hereby declare that I shall be deemed to have survived such legatee or devisee and that this Will and all of its provisions shall be construed upon that assumption and basis. SIXTH I nominate and appoint my two sons, ROBERT W. NORRIS and RUSSELL W. NORRIS, of Vienna, Virginia, the Co-Executors of this my Last Will and Testament. SEVENTH In addition to the powers conferred by law, I authorize my Co-Executors in their absolute discretion: A. To retain in the fcrm received, and to sell either at public or private sale any real or personal property. B. To manage real estate. C. To invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification. 2 D. To exercise any option or rights arising from ownership of investments. E. To compromise claims without court approval, and without the consent of any beneficiary. - EIGHTH I direct that no Executor herein designated shall be required to give any bond, and that if, notwithstanding this direction, any bond is required by any law, statute or rule of Court, no sureties be required thereon. NINTH I give and bequeath those items of my tangible personal property identified on a separate certain memorandum, same being executed and dated by me and making specific reference to this Will, to the individuals designated in such memorandum who survive me. If any item of my tangible personal property is identified in more than one separate memorandum., I direct that only the separate memorandum bearing the latest date shall govern the disposition of such item. If any said designated individual listed in such memorandum shall not survive me, I direct that any item of tangible personal property which was tc have been given to said person shall then pass in accordance with the residuary of my estate. It is my intention to store and keep the memorandum referenced herein with this Last Will and Testament as far as the maintenance of my personal papers and records are concerned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of four (4) type- written pages, the first three (3) which bear~my signature in the margin for the purpose of identification, this the ~`~.~ day . o fc~~.y~ ~~ , 19 9 0 . I (SEAL) Jane White Norris Signed, sealed, published and declared by the above named testator JANE WHITE NORRIS, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, hav hereunto subscribed our names as witnesses. • L ADDRESS SC~D-Sd ~ GcJ ~1ja6 _.~_ _ = ~~ ADDRESS D G' ,~ / ~~ CONIlriONWEALTH OF PENNSYLVANIA: - COUNTY OF CUMBERLAND We, J E WHITE NORRIS, ~ and the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument of her Last Will, and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this ~ ~ day of ^\~ , 1990 ~ /„ . l~tat«ral Asa! -„,-, C2~tl;kt k~-.•?r,, vte'Ta, +rtt't7 Cou., ~~ CERTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent: JANE WHITE NORRIS Date of Death: JUNE 16, 2002 Estate No.: 21-02-0579 To the Register: I certify that notice of the beneficial interest 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 August 19, 2002 . Name Address Robert W. Norris 1706 Irvin Street Vienna VA 22182 Russell W. Norris 1706 Irvin Street Vienn VA 22182 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none . Date: 08/ 19/02 Signature IRWIN, Mc & HUGHES Name Roder B. Irwin, Esquire Address 60 West Pomfret Street Carlisle, PA 17013 Telephone (717) 249-2353 Capacity: Personal Representative X Counsei for Personal Representative 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 NO. CD 001619 ROBERT N & RUSSELL W NORRIS 1706 IRVIN STREET VIENNA, VA 22182 fold ESTATE INFORMATION: sSN: 522-52-0794 FILE NUMBER: 2102-0579 DECEDENT NAME: NORRIS JANE WHITE DATE OF PAYMENT: 09/16/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/ 1 6/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $10,000.00 TOTAL AMOUNT PAID: REMARKS: ROBERT N & RUSSELL W NORRIS CHECK# 1051 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REV-1162 EX~11-96) 510,000.00 REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA '~ ss: COUNTY OF CUMBERLAND f Robert W. Norris and Russell W. Norris being duly sworn according to law, deposes and says that they are the Co-Executors of the Estate of Jane White :Dorris late of _ South Middleton_Township __ __ Cumberland County, Pa., deceased and thet the within is an inventory made by Robert W. Norris and Russell W. Norris _~ the said Co-Executors of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventor represent it's fair value as of the date of decedent's death. ~ ll i Sworn and subscribed before me, ember, 002 I ,Robert W. Norris ~ Russell W.' Co-Executor Co-Executor U Notarial Seal i/ Jacqueline L. Drawbaugh, Notary Public Carlisle Boro, Cumberland County My Commission Expiroe Auk, 14, 3009 Member, PennsyhranlaAe~ppypp~~~~ Date of Death 16 _ Day 1706 Irvine Street 1706 Irvine Street Vienna, VA 22182 Vienna, VA 22182 Address 06 2.002 Month fear INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. $ee Article IV, Fiduciaries Act of 1949. .,~ x rn t\ 0 I N O I N O H W Z t- w ~ F- W Q d ~ ~u ~ W H 4. J LL l.L J W Q O Z ~ 0 ~ Z w Q a H Ri O z W H xH 3 o ~ H m N i0 O v a~ d ~ ° 'C ,o b d rl ~ i. ~ ~ '~ O ~ U 0 ~ ~ e v- ` O ~ d ~ ~ ~ ~ U m v ~+ .,..~ m O+ ~ T ,0 W O o. ` O 3: H ~ H oa ~a a, OA ,t 0.i O O m w x U' "~i H x C7 H ~' z H P4 H Inventory of the real and personal estate of JANE WHITE NORRIS deceased 1. 50 Strayer Drive, Carlisle, South Middleton Township. . 2. 2,145.481 Shares The Vanguard Group - Wellington Fund . 3. M&T Bank - Checking Account 4. Morgan Stanley - Account 4722-016782-0-59 . 5. Miscellaneous Personal Property including 1999 Toyota . 6. Norris Estate v. Donald Marks - Restitution . 192, OOC 57,75E 2,27? 217,295 11,816 21,519 00 35 84 47 00 64 TOTAL E ~ 502, 661 ~ 30 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-961 NO. CD 001891 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: ssrv: 522-52-o~s4 FILE NUMBER: 2102-0579 DECEDENT NAME: NORRIS JANE WHITE DATE OF PAYMENT: 1 1 /27/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/16/2002 101 ~ S 10,488.79 TOTAL AMOUNT PAID: REMARKS: ROGER B IRWIN ESQUIRE CHECK# 1087 SEAL INITIALS: DO RECEIVED BY: MARY C. LEWIS S 10,488.79 REGISTER OF WILLS REGISTER OF WILLS /~-~1ti3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (O1-R3) DATE 01-28-2003 ESTATE OF NORRIS JANE A DATE OF DEATH 06-16-2002 FILE NUMBER 2]. 02-0579 ~~~ ?COUNTY CUMBERLAND ROGER B IRWIN ESQ - ~ACN 101 IRWIN ETAL Amount Remitted 60 W POMFRET ST CARLISLE PA 170'~~~, MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NORRIS JANE A FILE N0. 21 02-0579 ACN 101 DATE 01-28-2003 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 Bl 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) 192, 000.00 (2) 57,756.35 (3) .00 (4) .00 t5) 252'.,904.95 tb) .00 [7) .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 502,661.30 APPROVED DEDUCTIONS AND EXEMPTIONS: 26 ,293.64 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) . (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9,36 5.29 11. Total Deductions (11) 35.658.93 12. Net Value of Tax Return (12) 467, 002.37 13. Charitable/Governmental Bequests; Nonelected 9113 Trus ts (Schedule .J) (13) .00 14. Net Value of Estate Subject to Tax (14) 467, 002.37 NOTE: if an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rata (15) • 00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 467,002.37 X 045. 21,015.11 17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00 19. Principal Tax Due (19). 21,015.11 TOY CREi1iTSe DATE NUMBER + INTEREST/PEN PAID t-l AMOUNT PAID 09-16-2002 CD001619 526.32 10,000.00 11-27-2002 CD001891 .00 10,488.79 TOTAL TAX CREDIT 21,015.11 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 SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: JANE WHITE NORRIS Date of Death: June 16, 2002 No. 21-02-0579 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: X 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 X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of Orphan's Court and maybe attached to this report. Date: 5/28/03 ~~~ -- ~,~,~f,~~uletJ '~J~:l t S: t d 8Z ~dW ~0. Capacity: ;:~ ~~ :-;.~~~ . ~ Signature ~' IRW1N, McKNIGHT & HL7GHES Roger B. Irwin, Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle, PA 17013 City, State, Zip (7171 249-2353 Telephone Number Personal Representative X Counsel for Personal Representative OFFICIAL USE ONLY REV-1500 EX t (6.00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT /?- ")/-1.3 FILE NUMBER D E C E D E N T COMMONWEALTH OF PENNSYL.VANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME(lAST, FIRST, AND MIDDLE INITIAL) Norris Jane White DATE OF DEATH (MM-DD~YEAR) 21-02-0579 NUMBER COUNTY CODE YEAR SOCIAL SECURITY NUMBER 522-52-0794 THIS RETURN MUST BE FILED IN DUPUCATEWlTH THE L REGISTER OF WILLS S IAl SECURITY NUMBER X 1. OrIginal Return 2. CAPB 4. Limited Estate 4a. HpRL X 6. Decedent Died Testate 7. EplO CRAC (Attach copy of Will) KOTK D 9, Litigation Proceeds Received 010. ES Supplemental Return Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust (Attach copy of Trust) Spousal Poverty Credit 3 date of death . Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes C P o 0 R N R D E E S N T o NAME Ro er B. Irwin Es . FIRM NAME (If Appllcable) IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER COMPLETE MAILING ADDRESS 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 R E C A P I T U L A T I o N 49- Real Estate (Schedule A) Stocks and Bonds (Schedule e) Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage L.iabilities, & Liens (Schedule I) (10) 11. Total Deduclions (tolal Lines 9 & 10) 12. Net Value 01 Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Sub'ecllo Tax (Line 12 minus Line 13) (8) 502,661. 30 (11) 35,658.93 (12) 467,002.37 (13) (14) 467,002.37 192,000.00 57,756.35 None (1) (2) (3) OFFICIAL USE ONLY (4) (5) None 252,904.95 (6) None None 26,293.64 9,365.29 C o M P T U A T X A T I o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under See, 91 16(aX1.2) 16. Amount of Line 14 taxable at lineal rale 467,002.37 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. (15) (16) (17) (18) (19) 0.00 21,015.11 0.00 0.00 21,015.11 x X X X o 0 .045 .12 .15 COpYright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 50 Strayer Drive CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 21,015.11 0.00 10,000.00 526.32 Total Credits ( A + B + C) (2) 10,526.32 3. Interest/Penalty jf applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greatEn than Line 1 + Line 3, enter the difference. This is the- OVERPAYMENT. Check box on Page 1 Line 20 10 request a relund (4) S. If Line 1 + Une 3 is greater than line 2, enter the difference. This is the TAX DUE. (S) A. Enter the interest on the tax dUe. (SA) B. Enter the total of Line 5 + 54 This is the BALANCE DUE. (5B) Make Check Payable 10: REGISTER OF WILLS, AGENT """""",."",,,,,,,,,,.,,,,:,'::::::;!;!:!1:1:!:::::':,':':";!';'l!li:!'j:,jl!:m!!!!::!,:'::::::,"',:"_,,".,.".".,.,.",..., ".""",,,.,,,, "",,,,,,,,,,,,,..:,.,,,, ':'''''''''''''''_''''''''''''_''''''' ,'''''''''",'''',".'''.,.,,,,.,_,' """,,,"::,::::':~:'i::::!::::,::..:;.:.,,,,,.:,,,,,,,,,,,",c.","""""':'" PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. 0.00 0.00 10,488.79 0.00 10,488.79 Did decedent make a transfer and: a. retain the use or 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 for life of either payments, benefits 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 designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No ~~ o o o []] []] []] Under penalties of perjury, I declare that I have examined tIT/s return, Including accompanyIng schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge. SIGNATUREOFPER SIBLEFO 1 URN Robert W. Norris 1706 Irvin Street ---vie;in~;- VA - --i218-i ----- ------- - ---- - --- ---- - --- IRWIN McKNIGHT & HUGHES 60 West Pomfret Street - - - ~ - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- Carlisle PA 17013 DATE Ii 'd.1/O ~ ATE Far dates of death after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use at the surviving spouse is 3% [72 P.S. 9116 la) (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. 9116 (a)(1.1) (in]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for 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 atter 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. 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. 9116(1.2) [72 PS. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)J. 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. Copyright {c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev, 6-00) ADDITIONAL Personal Representatives Estate of Jane White Norris SS# 522-52-0794 06/16/2002 ****************************************************** Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge andjibelief' it is true, correct and complete. 0 J J Signature ~ / Russell W. Norris 1706 Irvin Street Name Address Line Address Line City, State, 1 2 Zip V~;A;1,2002- Date AEV-1502 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jane White Norris SS# 522-52-0794 06/16/2002 21-02-0579 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is iointly-owned with right of survivorship must be disclos9d on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 50 Strayer Drive, South Middleton Township, Carlisle - settlement 192,000.00 sheet attached SCHEDULE A REAL ESTATE TOTAL (Also enter on line 1, Recapitulation) S 192 ,000. 00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rsv. 1-97) REV~ 1503 EX + (1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Jane White Norris SS4I 522-52-0794 06/16/2002 21-02-0579 All property jointly-owned wRh right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION UNIT VALUE NUMBER OF DEATH 1 2,145.481 shares The Vanguard Group - Wellington Fund 26.92 57,756.35 TOTAL (Also enter on line 2, Recapitulation) 57,756.35 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form softwareonty CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV-1508 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jane White Norris SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSf! 522-52-0794 06/16/2002 FILE NUMBER 21-02-0579 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 M&T Bank - checking account VALUE AT DATE OF DEATH 2,273.84 2 Morgan Stanley - account #722-016782-0-59 217,295.47 3 Miscellaneous personal property including 1999 Toyota 11,816.00 4 Norris Estate v. Donald Marks, restitution 21,519.64 TOTAL (Also anter on line 5, Recapitulation) $ 252,904.95 (If more space is needed, insert additional sheets of the same size) Copyright (el 1996 form softwareonJy CPSystems, Inc. Form REV-15G8 EX (Rev. 1-97) REV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Jane White Norris Debts 01 decedent must be reported on Schedule I. ITEM NUMBER A. B. SS# 522-52-0794 06/16/2002 FILE NUMBER 21-02-0579 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Lewistown Monument, gravernarker/inscription 1,101.00 2 4,975.00 Ronan Funeral Horne 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s} I EIN Number of Personal Representati\le(s) Street Address City State Zip Year{s) Commission Paid: 2. 3. Attorney's Fees IRWIN McKNIGHT /; HUGHES Family Exemption: (It decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 18,800.00 City Relationship of Claimant to Decedent State Zip 4. Register of Wills 331.00 Probate Fees 5. Accountant's Fees 200.00 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - estate notice publication 75.00 2 Register of Wills 95.00 filing fee 3 Register of Wills short certificates 12.00 4 Roy Gottshall, appraisal fee 55.00 5 Russell Louver, trash removal 175.00 6 Seibert HVAC Services 85.00 Total of Continuation Schedule(s) 389.64 TOTAL (Also enter on line 9, Recapitulation) S 26,293.64 (if more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems,lnc. Form REV-1511 EX (Rev. 1-97) Estate of: Jane White Norris Soc Sec #: 522-52-0794 Date of Death: 06/16/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item 1f Description Amount 7 Shearer Locksmiths 299.05 8 The Sentinel - Legal - estate notice publication 90.59 389.64 REV-1512 EX +(1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jane White Norris FILE NUMBER 21-02-0579 5511 522 - 52 - 0794 06/16/2002 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 AARP, homeowners insurance AMOUNT 186.20 2 Betra, in home healthcare 2,291.63 3 353.38 ChemDry 4 Comcast Cable 1.35 5 Jones Plumbing 218.68 6 Philip Carey MD 55.00 7 PP&L 204.79 8 Rockey Paint Services 4,650.00 9 S. Middleton Township Municipal Authority 99.00 10 118.88 Sprint Telephone 11 The Bardford Exchange 45.94 12 Touch of Green Lawn Service 520.46 13 63.52 UGI Gas 14 94.00 Waste Management IS 462.46 Westshore EMS TOTAL (Also enter on line 10, Recapitulation) $ 9,365.29 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX... (9~OO) COMMONWEALTH OF PENNSYLVANIA INHERITANCET/J.X. RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Jane White Norris SSft 522-52-0794 06/16/2002 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [Include ol,Jtrlghtspousal dIstributions, and transfers under Sec. 9116(a}(1.2)j 1 Robert W. Norris 1706 Irvin Street Vienna, VA 22182 2 Russell W. 1706 Irvin Vienna, VA Norris Street 22182 FILE NUMBER 21-02-0579 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Son 1/2 remainder Son 1/2 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (It more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, 11'lC. Form REV-1513 EX (Rev. 9-00) Q -~ ---::J n LAST WILL AND TESTAMENT OF JANE WHITE NORRIS I, JANE WHITE NORRIS, of 50 Strayer Drive, Carlisle, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former wills and/or Codicils by me at any time heretofore made. FIRST I direct that all my just debts, funeral and burial expenses and costs of administration be paid by my Executor or Executrix hereinafter named, as soon as is practicable after my death. SECOND I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whats.oever, other than any generation-skipping taxes, (including any interest and penalties thereon), which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid .cut of the principal of my resid~ary estat~~ THIRD I give, devise and bequeath all of my motor vehicles and other tangible personal property of whatsoever nature and wheresoever situate to my sons, ROBERT W. NORRIS and RUSSELL W. NORRIS, of Vienna, Virginia, in equal shares, share and share alike. In the event that my said sons shall predecease me, I 2 ~ direct that the deceased son's share shall go to his issue. If a deceased son does not have issue, I direct that his share shall go to my surviving son or his issue. In the event that both said sons shall predecease me without issue, I direct that said gift, devise and bequest shall go to my daughter-in-law, ELLEN MARIE NORRIS, of Vienna, Virginia. FOURTH I give, devise and bequeath all of the rest, residue and remainder of my estate of every nature and wheresoever situate to my sons, ROBERT W. NORRIS and RUSSELL W. NORRIS, of Vienna, Virginia, in equal shares, share and share alike. In the event that my said sons shall predecease me, I direct that the deceased son's share shall go to his issue. If a deceased son does not have issue, r direct that his share shall go to my surviving son or his issue. In the event that both said sons shall predecease me without issue, I direct that said gift, devise and bequest shall go to my daughter-in-law, ELLEN MARIE NORRIS, of Vienna, Virginia. FIFTH If any legatee or devisee shall die simultaneously with me or under such circumstances as to render it difficult or impossible to determine who predeceased the other, I hereby declare that I shall be deemed to have survived such legatee or devisee and that this Will and all of its provisions shall be construed upon that assumption and basis. . .' -2 3 ------. i / SIXTH I nominate and appoint my two sons, ROBERT W. NORRIS and RUSSELL W. NORRIS, of Vienna, Virginia, the CO-Executors of this my Last Will and Testament. SEVENTH In addition to the powers conferred by law, I authorize my Co-Executors in their absolute discretion: A. To retain in the form received, and to sell either at public or private sale any real or personal property. B. To manage real estate. C. To invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification. D. To exercise any option or rights arising from ownership of investments. E. To compromise claims without court approval, and without the consent of any beneficiary. EIGHTH I direct that no Executor herein designated shall be required to give any bond, and that if, notwithstanding this direction, any bond is required by any law, statute or rule of Court, no sureties be required thereon. NINTH I give and bequeath those items of my tangible personal property identified on a separate certain memorandum, same being executed and dated by me and making specific reference to this Will, to the individuals designated in such memorandum who survive me. If any item of my tangible personal property is identified in more than one separate memorandum, I direct that only the separate memorandum bearing the latest date shall govern the disposition of such item. If any said designated individual listed in such memorandum shall not survive me, I direct that any item of tangible personal prcperty which was to have been given to said person shall then pass in accordance with the residuary of my estate. It is my intention to store and keep the memorandum referenced herein with this Last Will and Testament as far as the maintenance of my personal papers and records are concerned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of four (4) type- written pages, the first three (3) which bear my signature in the margin for the purpose of identification, this the ,:;Jl zJl,J day oJ;.___hQ.ern te, ' 1990. (SEAL) White Norris Signed, sealed, published and declared by the above named testator JANE WHITE NORRIS, as and for his Last Will and Testament, in t~e presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, our names as witnesses. ADDRESS ADDRESS COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND n. W., r"~ WlI~TE NORRIS ~~ih ~ 1i1fj9A.. ~O\./'tL( t 4fl- \.A. .: , the testatrix and the witnesses, respectively, whose names are signed to the attached and or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument of her Last Will, and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no Sworn to and constraint or undue influence. 1--,,/ F' /77f\... subscribed before me this r;j' , ,'") , 19!~.#A? r-X!lllIG/';;, ! 'J [ ._~~0-- <~~-" ~~~l~;l\'.-^"""~" l '-.-/ l ::-"..........~..." l H~ "C"" ::<:t>~~\I p,_~ \ t,~~~~~;~~;~l;1i~'.~':~~':;~;'~~Nt day of ~C/C . ,r- A. B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1-DFHA 2.oFmHA 3.IR]CONV. UNINS. 4. OVA 5.oCONV.INS. 6. FILE NUMBER: 17. LOAN NUMBER: SETTLEMENT STATEMENT 2857.2 0000007443 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "[POC)H were paid outside the closing; they are shown here for informational purposes and 8ra not included in tho totals. 10 3198 (2857.2TARQUINO PF012857 2/5) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: John C. Tarquino and Estate of Jane W. Norris American Home Bank, N.A. Dian M. Seidel 50 Strayer Drive 805 Estelle Drive, Suite 101 50 Slfayer Drive Carlisle, PA 17013 Lancaster, PA 17601 Carlisle, PA 17013 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 26-0007758 I. SETTLEMENT DATE: 50 Strayer Drive Hanft & Kni9ht. P.C. Carlisle, PA 17013 September 27,2002 Cumberland County. Pennsylvania PLACE OF SETTLEMENT 19 Brookwood Avenue, Suite 106 Carlisle. PA 17013-9142 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sates Price 192.000.00 401. Contract Sales Price 192.000.00 102. Personal Pronertv 402. Personal ProDerty 103. Settlement Charaes to Borrower (Line 1400) 4.650.12 403. 104. 404. 105. 405. Adiustments For Items Paid Bv Seller in advance Ad'ustments For Items Paid By SelJer in advance 106. CountvrTwD Taxes 09/28/02 to 01/01/03 104.24 406. CountvfTwD Taxes 09/28/02 to 01/01/03 104.24 107. School Taxes 09/28/02 to 07/01/03 1,445.97 407. School Taxes 09/28/02 to 07/01/03 1,445.97 108. Assessments to 408. Assessments 10 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 198.200.33 420, GROSS AMOUNT DUE TO SELLER 193,550.21 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. DeDosit or earnest money 5.000.00 501. Excess Deposit (See Instructions) 202. Principal Amount of New Loan(s)" 153.600.00 502. Settlement Charaes 10 Seller Line 140m 15.581.23 203. ExistinQ loan(s) laken subject to 503. Existina loan(s} taken subiect to 204. 504. Payoff of first Mortgage 205. 505. Payoff of second Mortaaqe 206. 506. 207. 507. lDepositdisb. as proceeds) 208. 508. 209. 509. Adjustments For Items Unpaid By Seller Adjustments For Items Unpaid By Seller . 210. CountvlTwp Taxes to 510. CountylTwp Taxes to 211. School Taxes to 511. Scl100lTaxes to 212. Assessments to 512. Assessments to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PA/D BY/FOR BORROWER 158,600.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 15.581.23 300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower (Line 120) 198.200.33 601. Gross Amount Due To Seller (Line 420 193,550.21 30Z. less Amount Paid By/For Borrower (Line 220) ( 158.600.001 602. Less Reductions Due Seller (Line 520) ( 15.581.23 303. CASH ( X FROM) ( TO) BORROWER 39.600.33 603. CASH ( X TO) ( FROM) SELLER 177.968.98 OMB NO 2502 0265 A-. The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of tl1is statement & any attachments referred 10 herein. Seller Estate of Jane W, Norris "' '(J'~ -- L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ 192,000.00 (Q) 6.0000 % 11,520.00 PAID fROM PAID }:ROM Division of Commission (line 7001 as Follows: BORROWER'S SELLER'S 701. $ 5,785.00 to ReMax Realty Associates, Inc. FUNDS AT FUNDS AT 702. $ 5,735.00 to Ebener & Associates SETTLEMENT SETTLEMENT 703. Commission Paid al Settlement 11,520.00 704. Processing Service Fee to ReMax Realty Associates 125.00 800, ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan OriQination Fee % to 802. Loan Discount % to 803. Appraisal Fee to Susan Burkholder $275.00 POC -25.00 804. Credit Report to CREDCO $20.00 POC 18.16 805. Lender' Administration Fee to American Home Bank. N.A. 290.00 806. FHLMC Loan Prosocelor Fee to American Home Bank, N.A. $21.00 POC 0.20 807. Flood Certification Fee to First American $19.00 POC -0.50 808. Tax Service Fee to First American 96.00 809. 810. 811, 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 09/27/02 to 10/01/02 @ $ 27.200000/day ( 4 days %) 108.80 902. Mortaaoe Insurance Premium for months to 903. Hazard insurance Premium for 1.0 vears to 904. 905. 1000, RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 3.000 months (Q) $ 33.33 oer month 99.99 1002. Mortoaoe insurance months @ $ Der month 1003, CauntvrrwD Taxes 8.000 months l1i! $ 33.38 Der month 267.04 1004. School Taxes 4.000 months ((i) $ 159.35 aer month 637.40 1005. Assessments months @ $ per month 1006. months ((i) $ aer month 1007. months l1i! $ ner month 1008. Annreaate Ad'ustment months ((j) $ ner month -326.22 1100, TITLE CHARGES 1101. Abstract or Title Search to 1102. Settlement or elosinn Fee to 1103. Document Precaration to Ro;:;er B. Irwin, Esquire POC 1104. Attomey's Fee to 1105. Notarv Fee to Notarv Public 5.00 1106. Tax Certification to JudVCamnbell, Tax Collector 4.00 1107. Title Binder Fee to includes above item numbers: J 1108. Title Insurance to L TICIHanft & Knioht P.C. 1318.75 includes above item numbers: J 1109. Lender's Coverage $ 153,600.00 1110. Owner's Coverage $ 194,000,00 1111. Endorsements 100/300/8.1 to L TIC/Hanft & Knight, P.C. 150,00 1112. Closing Service Letter to Lawyers Title Insurance Corporation 35.00 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 29.50: Mortgage $ : Releases $ 29.50 1202. City/County Tax/Stamns: Deed 1,920.00' MortQaae 1,920.00 1203. State Tax/Stamos: Revenue Stamns 1,920.00: Mortaaae 1,920.00 1204. 1205. 2002-2003 School Taxes to Judy Campbell, Tax Collector 1,912.24 1300, ADDITIONAL SElTLEMENT CHARGES 1301. Survey to 1302. Pest Ins action to South Central POC 1303. Overnioht Mail Fee to Hanft & Knight, P .C. Packaae 26.00 1304. Final Water and Sewer to South Middleton Townshio Municioal Authoritv 99.99 1305. 1400. TOTAL SElTLEMENT CHARGES IEnter on Lines 103, Section J and 502, Section Kl 4,650.12 15,581.23 B,'~'.gp'g" of.",""m,,', lho "g'"'''' ",,,wI,dg. "".ip'Of,comp""d copy ofp'g. 2 0 'Ohi'lwoP'9,,,,,,m'jU_ J ~ r-nf/r Hanft M<night, P.C. '.."11"" Settlement Agent Certified to be a true copy. (2857212857215) 11 () South Union Street Alexandri;), VA 223]4-3324 toll free 800 827 2177 tel 703 836 1200 'I Morgan Stanley Roger B. Irwin, Esquire Irwin McKnight & Hughes West Pomfret Professional Building 60 West Pomfret Street Carlisle, Pennsylvania 17013-3222 J~26,2002 !f(/E~~UW~$) JUL 0 ) 2002 IRWIN, McKNIGHT & HUGHES RE: Estate of Jane Norris Our AlC# 722-016782-0-59 Dear Mr. Irwin: Enclosed please find the estate valuation for Jane Norris as of her date of death, June 16, 2002. All assets with Morgan Stanley were in her name only and are in the process of being transferred to an estate account. As per requested, a check has been issued today in the amount of$17,290.00 and mailed to the Vienna, Virginia address. If you have additional questions, please do not hesitate to call me. Sincer Iy yours, . /) _ " J ;Jf4 V/ ,IJtA'k / I'#{ / car P. 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":::.:1''';''/_;:.-<' ~r~ ,~ "' :,.r I -q:.::i!, ..,::;,~-::.:t:~-.:t::' -..;:,-.... ~-..."" ~-e::~r'/ .- ~~2~..~/:.-:'.:6 ';';-f.- ,/~~ -~ < . - " This ~? :~' .~~ ;',~: By: /> / ,/ e::;,-c/ --=:.=::.::'::7'----- "'7.jot". / , , A< /?:;)~:':'_. /.:<'. . ~~.- , "....~..;::>-:;;:., ~ ";;:"", ,f_, i..'?~ c':':',( , :cv ~--... , /(" .../:.;: , " ";...("',~,( t,~~"'--.."".; ;"") ~A..;\Z: ~~.;:I"~,: ^'.t Ai'" ...~.-~'.;" 0>." ~ '_,r./' ~ 'i/'- ,p"'. ..,..-.., 71'- "/tV '11 II:!/ (? :~_ '/ ~,~~f ""nmpl t ".jI '-~ - - ".;'''d" ~ e ~U ),S~~. ~ '--C~Z:~>~~-r"\-~~7C 1\, - \l ~~S~'~?~~/ eO\\..\~ PROBATION AND PAROLE DEPARTMENT CENTRE COUNTY COURTHOUSE, ROOM 403 BELLEFONTE, PA 16823 July 16, 2002 ~~~~ UW [~~:)I:::;~7;~97 JUL 1 8 2002 Thomas J. Young Director IRWIN, McKNIGHT & HUGHES Irwin McKnight and Hughes \Vest Pomfret Professional Building 60 West Pomfret Building Carlisle PA 17013-3222 RE: Norris estate/ Marks Attn: Roger Irwin Dear Mr. Irwin, I realize you and at least one of Jane Norris's heirs have been communicating with our office manager, Debra Reed. However, Ms. Reed asked me to respond to your letter. Mr. Marks was sentenced to five years Probation on July 11, 1988 and ordered to pay Ms. Norris $45,391.51. A payment contract was signed by Marks which if he had made regular payments, would have paid the entire amount by the end of his supervision. He failed to do so. His last payment was received on March 12,2002 and still owes Ms. Norris or her estate $21,519.64. After his period of Probation expired, Marks still owed a substantial amount to this office. On April 2, 1996, the Defendant was found to be in contempt of Judge Grine's original Court Order. Marks was sentenced to six months in the Centre County Prison. He could purge himself from serving this sentence by paying $75.00 each month. As of June 1,2002, Marks is delinquent in his purge in the amount of $2050.00. A bench warrant was issued on June 13,2002 and is in the hands of the Centre County Sheriff's department. When he is taken into custody by our Sheriff, he will be brought before the Court. The Court has discretion in dealing with Marks. He could be ordered to serve the six months or pay the purge amount. That amount could be modified based on his ability to pay. If you or Ms. Norris's heirs have information on his tinancial status, please advise. I will need to verify this with Ms. Reed, but based on your letter, I believe that we can take the remaining balance in restitution and split it between the two heirs that you copied in your letter. However, I will need a written request from you, with both heirs signatures and complete addresses and a brief statement indicating they are the only heirs. Thank you. SiQ;:l J.JjJ Daniel L. Grieb Probation Officer II ~...._+ .,"-,......:.., "'~ '. .c ,_.,'" \ .,. , THEVanguardGRouP, ~f?~~UW~1fIl. l!i.J ~,{U ''i;,. JUL 0 1 2002 ATTN; I IRWIN IRWIN MCKNIGHT & HUGHES WEST POMFRET PROF BLDG 60 WEST POMFRET ST CARLISLE, P A 17013 June 28, 2002 IRWIN, McKNIGHT 8. HUGHES Estate of Jane W. Norris 09781663330 Dear Mr. Irwin: We received a letter from Robert and Russell Norris informing us of the death of Jane W. Norris on June 16,2002 and asking us to provide date of death information to you. We are responding to that request. Since that date was on a non-business day, we are providing the values for Friday, June 14,2002. On that date, the number of shares, price per share, and the value of the account were as follows: Fund Name Wellington Fund Shares 2,145.481 Price $26.69 Value $57,262.89 Accrued Dividends (through the date of death): NI A Note: As of Monday, June 17,2002 (the business day following the date of death), the account's share balance remained the same. However, the share price had changed to $27.14. This fund was an individual non-retirement account owned solely by Ms. Norris. There were no beneficiaries named on the account and there are no other accounts registered under her Social Security number. To transfer the account, the executors need to complete the enclosed transfer form. This form will provide the new registration information and certifY the number for the new account. This form will also let the executors choose options for the new account. Post OHicl' nux 2600, \l~-Jley Forge, Pennsylvania 1I}432-2noo (6[0) 66\:rlOOO . www.vang-uard.com The executors must sign the form in section #3. If the account will not be transferred to Jane Norris' estate, the executors' signatures must be guaranteed. All new account owners must sign the form in section #9. . A signature guarantee verifies a signature. Most commercial banks, savings banks, credit unions, trust comparries, or member firms of a U.S. stock exchange offer this service. A Notary Public cannot provide a signature guarantee. . For a signature guarantee to be valid, it must appear in the following format: "Signature(s) Guaranteed" By (Signature & Title) Institution's Name When we receive the completed form, we will transfer the account. The executors will receive a statement confirming the new account number and new registration under separate cover. For your convenience, we have enclosed a postage-paid envelope. If you have any questions or need further assistance, please contact a member of our Transition Specialist Team at 1-888-237-9045. A dedicated Transition Specialist will be pleased to assist you. Sincerely, Client Services Department soc Enc1osure( s ): Vanguard Change-of-Ownership Vanguard Return Envelope 50140917 mM&TBank July 3, 2002 RE: Estate Search The Estate of: Date of Death (D.O.D.) JANE NORRIS 6/16/2002 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch 0.0.0. Accrued Interest Balances (Includes Accr. Int.) $2273.84 $.00 CHK 875589 OPENED 8/88 !NT RATE 0% JANE W NORRIS 4334 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-40 I 0 or 1-800-724- 2440 outside of the Buffalo. NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY~'?lAA~~~~~_ AuthorIZe SIgnature DATE: ,- S ~CJ-Z- Manufaclurers and Traders Trust Company' 1100 Wehrle Drive, PO. Box 767, Buffalo, NY 14240.0767 \ Pa. o.e. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF C U if1 ~ A r/~;ri:OUNTY, PENNSYLVANIA Name of Decedent: G /1 r 161 ;'y#? ,11, B t9t1 t ;t:1'bh ~ Date of Death: ~!~/IJ I File Number: L-t::>O~-C9tJ\~?>? Pursuant to Pa. O.C. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. 0 Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: _sf;/) fYf L-tl(ic;';;!JJ1 3. If the answer to No.1 is YES, state the following: a. Did the personal representa~ive file a final account with the Court? . . . . . .. 0 Yes 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... 0 Yes 0 No d. Copies of receipts, releases, joinders and approvals of forrilal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date } /--r-7/0) Capacity: ~Personal Representative 0 Counsel ~ff2 1l"4~ 0-- .13 L:> (;J I h ~ ~ ./.70 . Name of Person Fli ng thIS Form _~" !3~nY/kro~j/?j f..e;f- -5;.-() Address / cOa,irl;;)~ 74 //#/3- Teet r)) 'Lb2?- O? <f I Te ephone ('""J -~ _' Cl- c~_--: '. 'i-. ~ C5 '- (0 --;. r-- g c-; Form RW-1O rev. 10.13.06