HomeMy WebLinkAbout01-0345
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Sara K. Noss
also known as
No.
4 J- () 1- ~'I~
, Deceased
Social Security No. 209 - 28 - 9272
Archie A. Noss, Jr.
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
00 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or named in the last Will of
the Decedent, dated 02/22/1980 and codiciKs) dated None
Archie A. Noss, named Executor under the Will, died February 20, 1986. Archie A.
Noss, Jr., Petitioner hereunder, is named as successor Executor.
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
n/a
D B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
Name
Relationshi
;;..: =- 'Residetie
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumber land
County, Pennsylvania with hislher last family
or principal residence at 1821 Fisher Road, Upper Allen Township
(list street, number, and municipality)
Decedent, then ~years of age, died 03/18/2001 at Upper Allen Twp., Cumberland Co., PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
$
$
$
$
6,000.00
50,000.00
situated as follows:
1821 Fisher Road, Mechanicsburg, PA
Wherefore, Petitioner(s) respectfully request{s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the a ro riate form to the undersi ned:
Si nature rinted name and residence
Archie A.
1790 Orrs
Enola, PA 17025
Prepared by the Pennsylvania Bar Association
Copyright (e) 1996 form software only CPSystems. Inc.
/~ - ~c2/-D
Form RW-1 (1991)
21-01-345
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumber land
The Petitioner(s) above-named s_ar(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will weD and truly administer the estate according to law.
Q-.t; C. .rJ1~~
Archie A. Ness, Jr. ~
Sworn to or affirmed and subscribed
~
before me this 80 day of
WJd~
, ,Jilt? J
'm24ft! KuLM "YA.e./I. ~Zi:Uh4"/di,
. I For the Register ~. r
No.
21-01-345
Estate of Sara K. Ness
Deceased
Social Security No: 209-28-9272 Date of Death: 03/18/2001
AND NOW,
APRIL 2, 2001
, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [!J Testamentary 0 Of Administration
(c.I.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Archie A. Ness, Jr.
t_"
in the above estate and that the instrument(s) dated
02/22/1980
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. . . . . . . $ 115 . 00
Short Certificate(s). .3. $ 9.00
~ll"""~n. $
Affidavits ( $
Extra Pages ( 1 ). $ 3.00
Codicil. . $
JCP Fee. . . . . . . . . . $ 5.00
Inventory. $
Other . . $
'TlJay-C!. 0/-//to' ,~A. e//. ~~~/J /.4J~//h'7~
Register of Wills, .
TOTAL. . . . . . . .. $ 132.00 MAILED LETTERS TO ATTORNEY APRIL 2, 2001
Prepared by the Pennsylvania Bar Association Copyright (e) 1996 form software only CPSystems, Inc. Form RW-1 (1991)
.
Hl "<;..Q:/)<; R,FV CY'P"
This is to certify that the information here given is correctly copied fran: an original certificate of death dull: filed with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~
~~
Local Re~
Fee for this certificate, $2.00
p
7294712
tlt'\l\ 2. 1 LuLll
Date
; 43 Rev 2/87
COMMONWEALTH Of PENNSYLVANIA. OEPARTMENT Of HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
..
AGE (L,"IlOMa,)
Sara
UNDER 1 YENl
_ 0.,.
K.
Noss
SEX
zfemale
STATE FilE NUMBER
SOCIAL SECURITY NUM8ER
NAME OF OECEOENTtFI'SI. M~. Lu:) --------
3209
-28
- 9272
DATE OF DEATH ,McnIn. Da.,. .'eat,
.March 18, 2001
87 v...
. cOuNTY Of' DERH
Cumberland
UHIlER I 0IIt
Houra Minutee
!
BIRTHPlACE (C.ty and PlACE OF OERH fCN!ck Dr1ly fYIe -- ioN lOtlruch0n8 on othet SlOeI
Slaoe '" ."'_ CourwYIP A HOSPITAL
Mechanicsburg _0 ERiOlApaU.nt 0
7. Ie.
FACIUTY NAME (If f'IOt If\IiIoMlOn. ONe street and numberl
Messiah Village
~IO
DECEDENT'SUSUAl~
(<r-=:__:O~:::2,::r
seamstress
RACE . Amencan 1ncMn. 1IKk, Whit.. _.
I_I white
...
17055
A.
17".
MARfTAL STAruS._
-........-.
~tsPoc.."
widowed
1..
~ Al1pn
--
"" irll
Cumberland -....;p? 17..0 ~""=,,=of
MOT~ff'.M"""".Ma_Sulnam.1 Wise
1.
INfORMANT'S MAIlING AODAESS (St,ee.. CIly/i)wn. s.e.. Zip Codel
1790 Orrs Bridge Road, Enola, PA 17025
PlACE Of' DISPOSITION. _ofCemelety. c,_ LOCRION .~. _.. ZilI~
'" au.. PIoc:e
2001 Trindle Springs Cemetery Mechanicsburg,PA
1~ 21.
SURVIVING SPOUSE
(If..... gMI tnaIOen namel
1821 Fisher Road
,.. Mechanicsburg, PA
FRHet:~m~f: ~<l<Ie L...)
1..
INFOAMANT'S NAME IT '001"''''
Archie
METHOOOf' IlIS~
O _-QlXc......... 0
~ au.. tsPocIyl
21..
_U
......
"",,-...
Kapp
_......SIa..o
17055.
A.
LICENSE NUMIlEfI
22.. FD 013340 L
the bNI of my knowledge, death occurred at the lIme. dale and p~ silled.
. ,. and Title)
NAME AND AOOReSS Of' AAClll
220. PO BOX 431, New Cumberland, PA 17070
LICENSE NUMBER ORE SIGNED
(MonOI. Dov. -,
311. .
WOoS CASE REFERRED TO MEDICAl EXAMINERiCORONEfI?
....0
~
:K.
I ApproxUnaJe
: inl..... bMweIn
I 0ftMl and death
I
I
I
....,rg
PART H:
au.. ~_canriluIinglO"'I.. ...
not~irtlM~cauHgiyeninPJUn I.
E
DUE 10 (OR AS A CONSEOUENCE 0Fl:
DUE 10 (OR I>S A CONSEOUENCE 0Fl:
WERE AUltlPSV FINllINGS MANNEA Of OEATH
.#MUlA8LE PRtOA 10
COMPlETION 0#' CAUSE ..liSJ 0
OF DEATH? ......... Homoade
_nt 0 Pending lnveaIigalion 0
Yeo 0 .... 0 - 0 Coukj no( be detenT\lned 0
DATE OF INJURY
(~onlh. Day. ~)
TIMe OF INJURY
INJURY 1J v.oAK? DESCRIBE HOw INJURY OCCURRED.
.... 0 NoD
-- ....
CERT.wlIChocl< only.....
*CERTIFYING IIHYSICIAN (PhySICIan Cefbl)'lf\9 cause ~ de81h when another phy$lCoan has pronounced dealh ana Completed lIem 231
To Ihe... of m, knowledge, de.... OCCUfNd due.. the caUU(l) and manner.. MatH. _ . . . . . .. ................
...
300.
PlACE OF INJURY. AI home. farm, SIr.... factory. olftc.
buikIinQ, Me. l$pec!tv)
300.
M.
.II'flK)NOUNClNG AND CERTIPYINO PHYSICIAN tPhysDan bolh j)l'OI1Qu(lclfl9 oeartl Mld t;;endytng 10 cause of ONlh\
To 11M..... of my kno~., death occun8d at .....1Ime. dille, and piKe. ..net due 10 the UUMtl. and mann.r.. I'aled
LOC"'ION (Sb-.... C1y1TOwn. SIeJ.1
OIlEDlCAL EXAMINER/CORONEfI
~~'.:,~~t::=.~.I~~'.~...~~~~~~~I~~I.~~: ~~ ":.Y. ~~j.~i:~: ~~~~~ ~~~~..~;~ ~~~ ~I~,.~~t~: ~~.~I~~~: ~~~.~~~ ~~ ~~~ ~~~~~).~~ 0
31..
REG~STRAR'S S~URE AND NU; ~
~ r'c '?"a..t. ~II ~I/ 1/ I
~ J4
o I
. I
. .
. ",
. ~ .
21-01-345
1lIa5t IIi!! aub illt5tamtut
OF
SARA K. NOSS
hereby revoking
FIRST:
my last illness
may be done.
SECOND:
I, SARA K. NOSS, of Upper Allen Township, Cumberland County, Pennsyl-
vania, make, publish and declare this as and for my Last Will and Testament,
all other Wills and Codicils heretofore made by me.
I direct the payment of all my just debts and the expenses of
and funeral from my estate, as soon after my death as conveniently
I devise and bequeath all the rest, residue and remainder of my
estate of whatever nature and wherever situate unto my husband, ARGilE A. NOSS,
provided he survives me by sixty (60) days.
lHIRD: Should my husband, Archie A. Noss, predecease me or die on or
before the sixtieth (60th) day following my death, I devise and bequeath all
the rest, residue and remainder of my estate of whatever nature and wherever
situate unto my children, ARCHIE A. NOSS, JR., LARRY E. NOSS, WAYNE E. NOSS,
MARY K. LANTZY and SARA M. SANDERS, or the survivor or survivors thereof, in
equal shares. Should any of my children predecease me, I devise and bequeath
that child's share under this, my Last Will and Testament, to such of that child's
children who survive me, in equal shares.
FOURlH: My Executor and personal representative shall have the following
powers in addition to those vested in them by law and by other provisions of
this Will, applicable to all property, exercisable without court approval and
effective until actual distribution of all property:
(A) To sell at public or private sale, or to lease, for any period of
time, any real or personal property and to give options for sales, exchanges
or leases, for such prices and upon such terms or conditions as are deemed proper.
(B) To compromlse any claim or controversy.
FIFTH: I direct that any and all inheritance, estate and transfer
taxes imposed upon my estate passing under my Will or otherwise shall be paid
out of the principal of my residuary estate.
SIXTI1: I nominate and appoint my husband, ARCHIE A. NOSS, Executor of
this, my Last Will and Testament. In the event of the death, resignation or inabil
ity to serve for any reason whatsoever of the said Archie A. Noss, I nominate and
..
I
. ...
....
" :
appoint, ARCHIE A. NOSS, JR., Executor of this, my Last Will and Testament.
I hereby relieve my Executor from the necessity of posting security in connection
with his duties as such in any jurisdiction in which he may be called upon to
act insofar as I am able by law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
"
Will and Testament, this t( ~ day ofg;"kw'~1 ' 1980.
~/2~ ;r-!:;) MXJ/
Sara K. Noss
(SEAL )
Signed, sealed, published and declared by the above-named Testatrix
as and for her Last Will and Testament in our presence, who, at her request,
in her presence and in the presence of each other, have hereunto subscribed
our names as attesting witnesses.
~".<~ 12 il2~
~L,.z.wJ C ~
Address
Address
I
,t .
.:
21-01-345
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
James D. Bogar
IllDdicN
(euh) a subscribing witness to the will presented herewith, ~ being duly qualified according to
law, depose(s) andsay(s) that np ~A1;:l c:: present and saw
Sara K. Noss
the testatrix , sign the same and that he signed as a witness at the
request of testat rix in}1 er presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this ~ .t- day of
'7J:lt:VU/J 2001
~~~. 1.tu4, do. ~ ---zJ;;udj
/ . /
Register
/'
C ,.
J es D. Bog
One W. Main
ame)
t , Shiremanstown, PA 17011
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Archie A. Noss, Jr.
(~ a subscriber hereto, ~~ being duly qualified according to law, depose(s) and say(s) that
he is familiar with the signature of Srlrrl K No",,,,
~
will
testat r i x
of (BlX'fK m xtlhI xsuEseIdIliRjJ: X'aliincSGO!SX ~ the
presented herewith and
oacIic:it x
believes the signature on the will is in the handwriting of
that
he
Sara K. Noss
to the best of hi s knowledge and belief.
Sworn to or affirmed and subscribed before O~ (). 4l~
me this &J'=" day of Archie A. NO~ilmilrf'
~ ' 20~ 1790 Orrs Bridge Road, Eno1a, PA 17025
'-ff)~ c!', ~ /UA. Ii! d. ..d--IG~.llR~.6j (Address)
Register
(Name)
(Address)
-
E
-
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Sara K. Noss
Date of Death: March 18, 2001
Will No. 21-01-0345
Admin. No.
To the Register:
I certify that notice of estate administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
April 25, 2001:
Name
Archie A. Noss, Jr.
Larry E. Noss
Wayne E. Noss
Mary K. Lantzy
Sara M. Sanders
Address
1790 Orrs Bridge Road
Enola, PA 17025
602 West Keller street
Mechanicsburg, PA 17055
2845 Morningside Drive
Camp Hill, PA 17011
116 Winston Drive
Mechanicsburg, PA 17055
1938 Chatham Drive
Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except:
None
Date: April 25, 2001
oar, Esquire
One West ai street
Shiremanstown, PA 17011
(717) 737-8761
capacity: Personal Representative
X Counsel for Personal
Representative
JAMES D. BOGAR
ATTORNEY AT LAW
ONE WEST MAIN STREET
SHIREMANSTOWN, PENNSYLVANIA 17011
e-mail bogarlaw@ezonline.com
TELEPHONE
(717) 737-8761
FACSIMILE
(717) 737 -2086
June 14, 2001
Via Certified Mail
7099 3220 0009 6896 0534
Mary C. Lewis
Register of wills
cumberland County Courthouse
One Courthouse square
Carlisle, PA 17013
RE: The Estate of Sara K. Noss
No. 21-01-0345
Date of Death: March 18, 2001
Dear Mrs. Lewis:
I represent the Estate of Sara K. Noss. Enclosed is a check
made payable to the Register of wills in the amount of $4,146.75,
same constituting a prepayment at discount on account of Pennsyl-
vania inheritance taxes in the above-captioned estate. The
prepaYment is determined as follows: $97,000.00 multiplied by
4.5% or $4,365.00, less discount in the amount of 5% or $218.25,
resulting in paYment of $4,146.75. Please provide me with the
appropriate receipt in this matter.
Your time and consideration in this matter is greatly
appreciated.
L?1~n
JJJES D.
JDB/jeb
Enclosure
cc: Archie A. Noss, Jr.
r
~ ~ I ~
o ~ Ul :;.!
~ ~ ~ ~
A ~ ; ~
~ E-o I<l
~ 0 ~ ~
~ ~ ~ ~
~ 0 ~
z
~
I<l
el
~
Ul
...
~
o
<<>
.
...
...
o
~
...
-
~'i'
-. M'
l ~-C)
.M
m~
t/lg
o
o
o
C)
C)
ClJ
rn
~
o
..c:
-l-l
H
~ ClJ
o H
Uctl(V')
~..--l
U) ~O'o
rl-l-lU)r-
rl s:: .---t
.M ~ ClJ _
rn8!:orn -=
.M U ~ ,,:x: -=
~4-I OP",-:
ClJ01:l..c: -=
H s:: -l-l ...-=
H ctl H ClJ
'ClJrl~rl _
U-l-lHorn=
U) ClJ U oM -:
~.M ~ rl =
HO'l ClJH=
ctl ClJ s:: ctl =
~O::UOU-=
.::t'
ITl
LI1
o
..D
IT"
I:[J
..D
IT"
o
t:J
t:J
o
ru
ru
ITl
IT"
IT"
t:J
I"-
....
ra..
-=
"'I"Y
U....
Ll.lCI:,)
=I"Y
z=
a: C)o
=~
.... 1:1::
....
a:;; ::J l i'
:n
"'.'<1
'-"'. .'!::.~'I
-
-
-
-
-
-
-
.:-.,
11'
I"':'
(':.
,
...:.
.....
.:;)
'"
.,..,
r
r
I
I
I
I
I
~
II
..
N
t-
..
0)
....
~
o
z
~t-
....a.
=W
i J;; Co)
CW w
!i~ a:
t; c ...I
ZW c(
ZU -
wZ Co)
CLC -
cu.
1511.
10
<(
z
<(
~ fa
~w~ ~....
z::ll-
wffi..l
0..><
~w5 ~
11:> .
5~Z5 ~
n~ll
~~ifu~
OOIDO%
I-
Z
:)
i
!z...Ja:
We
z::ia:~
~~!z::i
w8:)
(/J z
~
.-
,
,
i
~
u..
ClI
11.1
~
W
CJ
w
a:L
J!
.
..
..,.
...
..
4'
.
....
o
....
I-
Id
t::Ud
It:
....
,m
<tZ
~....
i~
i...
"
....
...
o
t'-
....
..
Z
~
l-
.,.
,I
E
~
foot
:t
fJ)
:
<t
D..
.""~" .
,-
I
I
w
ffi
:I:
~
"
'.,
10
Z ..,.
o ('I)
E; 0
.... I
~ 0
o 0
u. QI
~ ffi I
wcc....
......~cu
<(::l
......Z
cn~
ffi W ii:
:I:
~
!
cu
t'-
OJ
0-
I
CD
OJ
I
0- ~
o II:
tU ~
Z
co
UJ
....
..-
"
of, .
":'
~~
~<t
0::
.....<t
ffiUJ
o
wU)
~UJ
00
~z
w
~
<(
z
......p(..
.~~
" '" .
...
",' "!,,
.;t
:.... tII
< .
" ,
....
o
o
tu
............
ffilO
~-
~.......
0..-0
LL
o
w
!;j;
o
" I" . CD'
':;f
"t, ';f" A-.l' \'
I-
Z
::l
e
~
<(
....I
<(
5
I-
....
o
o
N
.......
w.;t
!;j;....
0.......
~..o
<(
~
lii
o
ll.
o
Z
<J:
..J
0.::
W
III
J:
::l
~l.)
Z
::l
o
o
I
1 !
tft I
1
1
1
1
1
1
1
1
1
1
1
1
~]
:::!]
$:1
~1
0:1
~l
(/)1
CJj
~l
1
1
I
]
1
I
I
I
I
I
1
1
1
I
1
I
1
j
w
a::
.....
:J
C
(J)
W
l1:
<I
l!J
a
00
Q-o
z ru
f.I)....
w....
.... 1:
o <!#
o .., 'X:
CUI U
, ow
J:ID '1:
....._ l.)l..)
<(, ....I
~('!) (j) <(
LL ~ W
o ~ (j)
w ~
..... w
C3 a:
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
NO. CD 000634
BOGAR JAMES 0
1 W MAIN STREET
SHIREMANSTOWN, PA 17011
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
u______ fold
101
$815.42
ESTATE INFORMATION: SSN: 209-28-9272
FILE NUMBER: 21-2001- 0345
DECEDENT NAME: NOSS SARA K
DA TE OF PAYMENT: 12/12/2001
POSTMARK DATE: 12/11/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 03/18/2001
TOTAL AMOUNT PAID:
$815.42
REMARKS: ARCHIE A NOSS JR
C/O JAMES 0 BOGAR ESQUIRE
CHECK# 1308
SEAL
INITIALS: DO
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
JAMES D. BOGAR
ATTORNEY AT LAW
ONE WEST MAIN STREET
SHIREMANSTOWN , PENNSYLVANIA 17011
e-mail bogarlaw@ezonline.com
TELEPHONE
(717) 737-8761
FACSIMILE
(717) 737-2086
December 11, 2001
Mary C. Lewis, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Sara K. Noss
No. 21-01-0345
Dear Mrs. Lewis:
Enclosed for filing concerning the above-captioned matter
are the following documents:
1. An original and one (1) copy of the PA
Inheritance Tax Return. Also enclosed is a
check in the amount of $815.42 for paYment of
the PA inheritance tax that is due. Kindly
provide me with the appropriate receipt.
2. An original copy of the Inventory.
A check in the amount of $28.00 is also included, same
representing payment of the filing fee for the above documents.
Kindly time-stamp the additional copies of the above
documents that are enclosed and return same to me in the enclosed
self-addressed, stamped envelope.
Your time and consideration in this matter will be greatly
appreciated.
y truly yours,
D~~- r
or;
.-- """.''''
:=C't'
:::S ;:;:.
0'" ,~,
'" '
~
:o~
(0<'"1
C\J. Q
:'_t';t Ci
''':i~~ ,~(:
JDBjjeb
Enclosures
Certified Mail 7000 1530 0001 0192 1909
c::::J
c-::l
---
N
;;E
-""
p;.
\0
o
....,
r
,L
w :l0-
t:;
.x z ;;
t-- ~_. .-
(/)0 _.z
~.......;;;o_=>
([:2:1'--0
.a..'l:-u~
(.11 E u.J
~ ~ 0
I
:/)
<D
o
~OO
C"'-I~
.00
LO~
i:A- :5
~' 'I~~ 0
~ $15 C)
~~ 0
c... 0
w"
it;
:>f
IT"
C
IT"
~
n.J
IT"
~
C
~
c::I
C
c::I
C
ITl
LI'I
~
C
C
T C
('-
~
o
I'-
"
...
rJ) r-
[;I;:l ~
U ...
H ...
~ ~)
o -<
~I~'d
H z ~
.... z
':l~~ I
""" Po._
o ~ _ ()
o ~ z
~ ~ ~ ,
. rtJ
~ Z
-<
~
II:
~
rtJ
rJJ
~
~
~
"
Cf)
H
H
H
:s:
!i..~
OCf)
::J
0::0
~::c:
88 M
Cf) 0:: ()I.-l
H::JCf)Q
(.90 r-
~U~.-l
0::0Cf)
Cf)U::J..:c:
H 0
:s:p::c:p...
~:Z8~
H..:c:O::H
H ::J '"
0:: 0 VJ
U~U~
><J:O I-i
O:::S~~
..:c:::JOU
:su
o
I-
"
t
<!.
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Sara K. Noss
No. 21-01-0345
also known as
Date of Death 03/18/2001
,Deceased Social Security No. 209 - 28 - 9272
Archie A. Noss, Jr.,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative
Name of
Attorney:
James D. Bogar Esquire
Signature:
~. C /lz~)
Archie A. Noss, Jr.
I.D. No.:
19475
Signature:
Address:
One West Main Street
Address:
1790 Orrs Bridge Road
Shiremanstown, PA 17011
Eno1a, PA 17025
Telephone: 717 /737 - 8761
Telephone: 717 /732 - 0488
Dated:
12/11/01
Description
Value
(See continuation page(s) attached)
o
CJ
d
....
'3J'i?
(l)O
a:>,Q
&~ ~;!
....
N
c..'
;:g
---
~~!J
C'
.. w
0)
(Attach additional sheets if necessary)
Total:
69 , 377 . 04
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
FormtlRW-7 (1992)
..
INVENTORY
Estate of:
Date of Death:
County:
Sara K. Noss
03/18/2001
Cumberland
CASH:
Blue Cross/Blue Shield -
Refund
166.80
PNC Brokerage Corp. - Account
No. 63343444 consisting of
491.719 shares of Liberty
Colonial Federal Secs Fund
Class A, date of death value
per share $10.59
5,207.30
PP&L - Refund
2.94
5,377.04
PERSONAL PROPERTY:
Contents of home and personal
property
1,000.00
1,000.00
REAL ESTATE/PA:
All that certain piece or
parcel of real estate having
erected thereon a dwelling
house being known and
numbered as - 1821 Fisher
Road, Mechanicsburg,
Pennsylvania.
63,000.00
63,000.00
TOTAL RECEIPTS OF PRINCIPAL....... ... .....
69,377.04
----------------
----------------
\ /6--D2c:2/-)?
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP <12-001
RecorCtc,
Hep;:-
of
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-29-2002
NOSS
03-18-2001
21 01-0345
CUMBERLAND
101
SARA
K
JAMES D BOGAR ESQ
1 W MAIN ST
SHIREMANSTOWN
'02 FEB-1
P 1 :42
PA llOluh
ClImbEJ.
. ,tic (
F'A
Allount Rellitted
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=is4j-E3f-AFP-fi'2=oOY-NoYicE--OF-YNHERYrAifcE-YA'X-APPRAisEirENT~--AL1-owAiicE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NOSS SARA K FILE NO. 21 01-0345 ACN 101 DATE 01-29-2002
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 end 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)
(5)
(6)
(7)
63.000.00
.00
.00
.00
6 . 377 . 04
64.607.17
.00
(8)
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forI! with your
tax paYllent.
133,984.21
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 Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
16,761. 90
2.101.79
nl)
(2)
(3)
(4)
18.863 69
115,120.52
.00
115,120.52
NOTE:
.00 X
115,120.52 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(9)=
.00
5,180.42
.00
.00
5,180.42
RECEIPT
NUMBER
AA496725
CD000634
SC T (+)
INTEREST/PEN PAID (-)
218.25
.00
AMOUNT PAID
4,146.75
815.42
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,180.42
.00
.00
.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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~~/
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Sara K. Noss
Date of Death:
March 18, 2001
Will No.. .21-01-0345
Admin. 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 x 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 x
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did t.he pers.onal representative state an
account informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
03/28/02
,.-
('"',
James D. r, Esquire
Name (Please, type or print)
One West Maln St.
Shiremanstown, PA 17011
Address
C./\
N
(717) 737-8761
Tel. No.
LV
6:
'~
Capacity:
Personal Representative
c...J
p
J ~-:
.-.
I' ~""lI
-' ".....
x Counsel for personal
representative
(MAH:rmf/AM3)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REV-1500EX +(6-00)
CAPB
HpRL
EplO
CRAC
KOTK
ES
C P
o 0
R N
R 0
E E
S N
T
C
o
M
P
T U
A T
X A
T
I
o
N
o
E
C
E
o
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST,AND MIDDLE INITIAL)
Noss Sara K.
DATE OF DEATH (MM-DD-YEAR)
c..
OFFICIAL USE ONLY
It:, - d ~/-y
FILE NUMBER
21-01-0345
NUMBER
COUNTY CODE YEAR
SOCIAL sECURITY NUMBER
209-28-9272
THiS RETURN MUST BE FilED IN OUPUCATEW1THTHE
REGISTER OF WILLS
SQC1Al SECU IT NU SER
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a UvingTrust 0
(Attach cCP'! ci Trust)
010. Spousal Poverty Credit D
{date of death between 12-31-91 and '-1-95)
,trim!:~~~:!tlli!e' '!i!IW'/~1' i NiII'iiJiifa
COMPLETE MAILING ADDRESS
3. dilote of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Retum RequIred
8. lotal Number of Safe Deposit Boxes
d
:o~
OFF[~ ~E ONLY
~~, C
,'" 'i>
~ r";
One West Main Street
Shiremanstown, PA 17011
;)0
::(1)
63,001,,'. 0
bne
,".ne
-8 6
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule S)
3. 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 Liabilities, & Liens (Schedule l) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus line 13)
DATEOF BIRTH (MM-DD-YEAR)
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
(Attach copy of Wlll)
o 9. litigation Proceeds Received
. DISIlIiC:,TION:ftA. lli.reO
NAME
James D, Bo ar Es uire
FIRM NAME<<f Applicable)
TELEPHONE NUMBER
(1)
(2)
(3)
N,me
6,3Ti.04
-~" ,
u.
64,601\7
None
16,761. 90
2 ,101. 79
x
X
X
X
.0 0
.045
.12
.15
o
c-:l
-
N
;E
-
w
CX>
(8) 133,984.21
(11) 18.863.69
(12) 115,120.52
(13)
(14) 115,120.52
(15)
(16)
(17)
(18)
(19)
0.00
5,180.42
0.00
0.00
5,180.42
R
E
C
A
P
,
T
U
L
A
T
I
o
N
(4)
(5)
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate 115,120.52
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
Copyright (c) '2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
1821 Fisher Road
CITY I STATE I ZIP
Mechanicsburl?' PA 17055
Tax Payments and Credits:
1. Tax Due (Page I Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
5,180.42
4,146.75
218.25
Total Credits ( A + B + C) (2)
4,365.00
3. Interest/Penalty if applicable
O. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3)
4. If Line 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 Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line S + SA. This is the BALANCE DUE. (5B)
Make Cheek Payable to: REGISTER OF WILLS, AGENT
""i'i'in"',!"!,"i!:j::!i!,jjjj.WW:W!:iWiWii,Wiij.j.iWWI!':Wmm!W!!!mmm!!!!m!im!!!::'!!W!!iiW!Wii!iiii:!li!i!liii!i!!:mi"'ii.W:WI!!!I!I!!II!ill!!mmmWWi!!IWliiWWWiiiWW:WWWIWililiiiWiiiWii!IW!!!!!iiWWW:W
W!!!I!II!IIIIWWiil:WlliIWWiW!!!!Iliii!lli:!IIII!i!!Wii'
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ~ ~ix
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? . 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? 0 [!]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? 0 [!J
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
815.42
0.00
815.42
Under penalties 01 perjury, I declare that I have examlned. thIs 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.
SIGNA.TURE OF PERSON RESPONSIBLE FOR FlUNG RETURN
Archie A. Noss, Jr.
_ _ _1. ?~9_ _()",,-,,- _13,,_~~g~_ }~9!':<! _ _ _ u - - - _. - - - - - - - - - - - - --
Eno1a, PA 17025
James D. Bogar Esquire
One West Main Street
- - -Shi,:';ma~stow:r;; - if" - -li6il- - - - - - - - - - - - - - - - - - - --
DATE
12/11/01
DATE
12/11/01
For dates of death on r a r July 1, 1994 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% P.S. 9116 (a) (I.l) (;)].
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) (ii)J. 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 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. 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 P.S. 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{a){1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECE:DENT
ESTATE OF FILE NUMBER
Sara K. Noss SS# 209.28-9272 03/18/2001 21-01-0345
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is de1ined 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 1acts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 All that certain piece or parcel of real estate having erected 63,000.00
thereon a dwelling house being known and numbered as - 1821
Fisher Road, Mechanicsburg, Pennsylvania. The property was
acquired by Archie A. Noss and Sara K. Noss, husband and wife, b)
Deed dated May 28, 1955 and recorded in the Cumberland County
Recorder of Deeds Office, a copy of which is attached hereto and
incorporated herein. Archie A. Noss died February 29, 1986,
whereupon title became vested solely in Sara K. Noss, the
decedent herein.
The real estate was sold pursuant to an Agreement dated July 19,
2001, a copy of which is attached hereto and incorporated herein.
Final settlement took place on August 28, 2001. A copy of the
Deed conveying the real estate, along with a copy of the
Settlement Statement, are attached hereto and incorporated
herein. The sale price of the real estate was $63,000.00.
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recaoltulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
S 63,000.00
Form REY..1502 EX (Rev. 1.97)
,"
BOOK16 L. fAlil4UZ
t!C4ts irrb
Made the
cP-fth
in the year
day of
May
one thousand nine hundred and
fif'tf'"fi.... (1966).
Betweell SAMUEL J. RIFR and EDITH S. RIFE, h1a wite, of the Township of
Upper Allon, County of Cwnberlard and State of Pennsylvania, Grantors,
AND
ARCHIE A. NOSS and SARAH K. NOSS, his wife, of the Township of
Upper" Allen, County ot Cwnberland and State of Pennsylvania., Grantees,
Witnesseth, that in consideration of
"'*F'i ve Thousand
in hand paid. the receipt whereof il hereby adc:nowledged, the laid Grantor 8
hereby grant and convey to the .aid GranteeS :
Five Hundred Dollars,
do
ALL that oertain pieloe or paroel of land situate in the 'l'ownship of'
Upper Allen, County of Cumberland and State oE Pennsylvania, bounded
.nd desoribed in aaoordanoe with a survey mad8 by W.. G.. Reohel,
Registered Surveyor on May 23, 1966, as tollows, to wit~
BEGINNING ..t... stone in the publio road leading trom Meohanlosburg
to the Gettysburg Pik&. whioh stone is .lso the southwestern oorner of
the larger traot or land at whioh thiB 'paroel was rormerly a part,
thence by land or Clare Hopple north 13 degrees 30 minutes east one hundred
fifteen and one-halt (-116.5) feet to a pin,: thenoe by land of the
grantors herein south 69 degrees east one hundred ritty-five (156)
reet to a pin,; thenoe by the same south :_13 degrees 30 minutes west
one hundred ri1'tee.n am one-haIr (115.6) reet to a pin in the af'ore..
mentioned publio road, thenoe along said road on a line parallel to
and at a dhtanoe or rive and one-halt (5.6) roet south of' the fence..
line on the north side of sald road, north 69 degrees west one hWldred
fi1'ty-rive (166) feet to a stone, the place of nBGINNING.
HAVING thereon ereoted a frame dwelling houee.
BEING part or the same premises whioh the First Bank &: Trust
Company of Meohaniosburg, Pennsylvania, Guardian of the Estate of
Mary E.. Holstine, by its deed dated November 24, 1954, and recorded
1n the Cumberland County Reoorderls Offioe in Dee~ Book C, Vol. 16
.b page 490, oonveyed to Samuel J. Rire and Edith S. Rife, his wife,
grantors herein. ,..
ijlUl'~'.\n:_"~',iln.1
~;;!<:J';;';<
1\-"1,./\:.;0 i,
", ':'I:!--' ."!'
'1,,\ '..,;~ ').'
;f}:~,,":-..~ /~\
'~~~~!D_' I.'?':_'l
'i"PJ.~'I'.\'il:;'-,
II ~-r..~~ ~", :lIl1:_'~~' I
l""I...,q~I';
LI,'.~ ~,,!!;, ':~'\~ I !"~,_';'
~_;~f~~~~;:~~~:~~".
.)/'! ....... 'Ie'
::1,7),.,'.'
,.,1,1"..." ".."
1(\;'1 i;\'
~'\~r;-~'t'~.;.y;'l
1;'.,'1'.'11.: t,:i:~\1
.lln,.I"\,),:;nll:,
i Il';'I~'c~J:..~(~[f)jl
II
~ : ~ ~. ~ .. ""
BDO~JLti L- PAGf41():)
AND the .~id GrantorS Will Warrant generally the property hereby ~onveyed.
IN WI~ESS WHBREOP, the laid Grantor II haW
the day and year -first above written.
hereunto set the lr hand s
Signed, Sealed and Delivered
.m..~h~e'e~_...
\~...........:~a;+m
(~!tl~~m
........ ~
......, J
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
cm.\BERLAIID
.p.fih
~
~
"
~
...
~
~
Recorded on this
Recorder', Office of the .aid County in Deed Book
day of
SS,
~
...
.~
ss,
.
on
on
'"
....
--:
C'(
,t
'J
/7?7
L-' Volume I'
and Ical
(SEAL)
(SEAL)
(SEAL)
(SEAL)
(SEAL)
...
....
I &
Il:LC~"
~ rl CfI,--cr
~ ] nJ: {~\~: ~~~f:r~~ tHE
'" h '. DfFC'S
IllY.lllJ 'I'
J ~ III '6;...
8.0 I h t-
~v:"l/j. .
.~ ~'NJ,~;:'fJ COlJNlr
-! co 'I JlA.y14
I .
t. I
i
o i.
~ I
~ i
8
,;
o
on
~.
.
o
..
~
."
'ij
t3
A. D. 1943' "; in the
Page /.,LD.:l-
Given undu my hand and the seal of the .aid Office, the date above written.
R(GUIW(l).utfICE Of THE
tU:Rl'. Uf \:,OUinS ..
RECORDER Of ptEDS
o
_ll'
~ .
.,..,
~~
'" -
-i
&-
-~
_ 0
o U
~~
~
.<:l
~
llA
.
."
-"
E
::
'"
l::
'"
WI
a
.t
COMMONWHALTH OF PBNNSYLVANIA
COUNTY OF~.--I
, .II,y~
ft~/ . ~ ~ f _ ~ .d
~~.~---..
I{>~ '1~ 'I''''.
CUMBERlAltD COUNTY
'ENNSyt'MI~
Recorder
Prlllte<l aIId~~t~~~.}eb:-Vl':...."::~t:!lIa~~~. Wlll1emsl'orI1'..
m4ili i\gr.etmtttt
MADE and Concluded this ...gi.ng.tl:.~n.t.b_.._.._....... day of m."'''''''';~' ._..~~.~r.. ........mn:k%.. 2001
Kf;AY;~~_~~~.~_~.~:'~~:r.:::i.~:~~::~~~:;'=~~~:=~~:~_~=~::'i;~:~~=::::::~::=~~::~:=::::::=::~:::::"""""""~.::~".:::.._..... hereby
agrees to sell to ......._.............._...n._..J.1mQ.thyJ~._.....Mg.'i!.~.........n......_.._......_......_......................_..'"
who agrees to buy premises ..........._...............m...._......_....~.............m......m.........m._...............
1821 Fisher Road, Mechanicsburg PA 17055
:::::::::=::::::~::=::=::::::=::::::=::::::~::::::=::::::~::r.:t2;~!:f.y:::!:~:::!~~~:f.;:~::i~~:v.Pp.~:~:::A!:i:~~::!:?~g~~i.P.:_.. '._mm___
...._.........._.........._......_......_......_..........~.1f.!I}.I?~E.!~.~~...~~.~E.~.Y._.~~.r!..!~...!:~~~E~.~.~...~~...~.?~E~..~~.~~_~...~.?~.~...~6
......._......_.._.._......_,....._..............~..........~.?:~.t;:..~.Q.?....................._._............_....._..n.._......................_.........._..........
__.for the price or
sum of .m......~J~.~y....~.!~E~~....~.i.'_~.~~~.~~.___..........mm..__.... ..... ._..m.m
Dollars. free and clear of alltiens and incumbrances, excepting existing restrictions and easements, if any,
The said sum of ..m.mm........m.m.........~.l!.~.{)_Q....._........m..hmmn.
...m.._......_................m.m...........m._...........m_;?QQ....'n'" Dollars, part
.Dollars to be paid as follows
thereof at the execution of thi~ agreement
and the balance or sum of m....~.__m_...~.?!.~g_\lm..... mm..............
~~~e 0~~..:~4.;~er;.~~~~r~~~~~..~~..~.~.~..~~.~!~.~t&9~ shall t<lke pl<lce on or before the
TITLE is to be good and marketable; otherwise the buyer shall he repaid hi.!! deposit money paid on
account.
Gas and electric hxtures. heating and plumbing systems, mnges and laundry tubs annexed to said
Buildings are..... m...included in this sale.
TAXES, Water Rent. House Rent and Interest on incumbrances are to be apportioned to date of
settlement.
POSSESSION to be delivered, subject to existing leases, if any, on . ...A\l.&.1!~!;..J...I._l9.QJ
. ......._...._ Dollars at the
..._.n...~~.y.~~~.~_e:E.~!?___._.
FIRE INSURANCE POLICIES to be purchased by buyer at pro nta value. or cancelled by seller
'I'his agreement not to be lodged in any public office for record.
Formal tender of deed and tender of moneys is hereby waived.
Should the buyer fail to make settlement as herein provided. and the said time is hereby agreed to be
the essence of this agreement, sum or sums paid on account arc to be retained by the seller, either on ac-
count of the purchase money, or as compensation for the damages and expenses he has been put to in this
behalf, as the seller shall elect, and in the latter case this contract shall become null and void apd all copies
to be returned to seller ior cancellation.
It is understood that ._..... .".._nm'''.' .._"_.m.' ....m................
is acth'lg as Agent only and will in no case whatsoever be held liable to either party {or the performance
of any term or covenant of this agreement, or for damages for non.performance thereof.
It is understood that thil'l ~ale is made subject to the written approval of the owner, which must he
obtained within.m..... "__m.._nm._' mdays.
This agreement to extend to and be binding upon the heirs, executors, administrators and assigns
of the parties hereto.
IN WITNESS WHEREOF the said parties have hereunto set their hands and s('als the day and year
first above written.
SEALED AND DELIVERED l
in tbe presence of
.::::~::::::~::::::~::::::::::::::::::~::~::::.:~:::
...-......-..-......-......-......-....................,........._......_.~
~~e~.~t_~;:. .....___...~_-#____...._____._._._m~
._.. ... ._.__dM:__'2zt.~_!m-::::..__m___.___~
.___ . m .__C.{!l~~".._~f:..~
________._he<eby 'pp,oved the .bove eont..et.-.::::~::~::~::::::~::::::~::~!Jl?2~/~._______om.
-~~
'~J
.. . ~ -- -
,.~ _'~... . =1=~,~:;::
p: (\ ", - ',-~, '-, ,- ,', ,- -, ......
......Vl...."...;..... '_'r o):.:.cD.::>
"U1.jQ::"L''''1 ~"'I"TY p'
.." I 1,,0....:\ .1-0.1..... vU\. il - io\
'01 RUG 29 ArJ 8 2S
Tax Parcel No. 42 10 0644 032
THIS INDENTURE,
MADE THE
~~~ day of i~L~ in the year two
thousand one (200if~
BETWEEN
ARCHIE A. NOSS, JR., Executor of the Last Will and
Testament of SARA K. NOSS, late of Upper Allen
Township, Cumberland County, Pennsylvania, party
of the first part,
and
TIMOTHY W. NOSS, single person, of Mechanicsburg,
Cumberland County, party of the second part:
WHEREAS, the said Sara K. Noss, by her Last Will and Testament,
duly proved and recorded in the Cumberland County Register of
Wills Office, Carlisle, Pennsylvania, in Docket Book 21-01-0345,
Let~ers Testamentary being issued on April 2, 2001, provided, in
pertinent part, as follows:
FOURTH: My Executor and personal representative shall
have the following powers in addition to those vested in them by
law and by other provisions of this Will, applicable to all
property, exercisable without court approval and effective until
actual distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms or conditions as are deemed proper...
SIXTH: I nominate and appoint my husband, ARCHIE A.
NOSS, Executor of this, my Last Will and Testament. In the event
of the death, resignation or inability to serve for any reason
wha~soever of the said Archie A. Noss, I nominate and appoint,
F~CHrE A. NOSS, JR., Executor of this, my Last will and Testa-
ment.. .
NOW THIS INDENTURE WITNESSETH, that the said party of the first
part, by virtue of the power and authority aforesaid, in said
Will contained, and in consideration of the sum of Sixty-three
Thousand and No/100 Dollars ($63,000.00) paid to him paid by the
said party of the second part, at and before the ensealing and
delivery of these presents, the receipt whereof is hereby
acknowledged, granted, bargained, sold and conveyed, and does
hereby grant, bargain, sell and convey to the said party of the
second part, his heirs and assigns forever:
ALL THAT CERTAIN piece or parcel of land situate in Upper Allen
Township, Cumberland County, Pennsylvania, bounded and described
in accordance with a survey made by W.G. Rechel, Registered
Surveyor, on May 23, 1955, as follows, to wit:
BEGINNING at a stone in the public road leading from
Mechanicsburg to the Gettysburg Pike, which stone is also the
southwestern corner of the larger tract of land of which this
parcel was formerly a part; thence by land of Clare Hopple north
13 degrees 30 minutes east one hundred fifteen and one-half
(115.5) feet to a pin; thence by land of the grantors herein
south 59 degrees east one hundred fifty-five (155) feet to a pin;
thence by the same south 13 degrees 30 minutes west one hundred
fifteen and one-halt (115.5) feet to a pin in the aforementioned
public road; thence along said road on a line parallel to and at
a distance of five and one-half (5.5) feet south of the fence-
line on the north side of said road, north 59 degrees west one
hundred fifty-five (155) feet to a stone, the place of BEGINNING.
F~J1ING ERECTED THZRZON a frame dwelling house being known a~d
numbered as 1821 Fisher Road, Mechanicsburg, Pennsylvania.
BEING the same premises which Samuel J. Rife and Edith S. Rife,
husband and wife, by deed dated May 28, 1955, and recorded May
28, 1955, in the Cumberland County Recorder of Deeds Office i~
Deed Book "L", Volume 16, Page 402, gra~ted and conveyed unto
Archie A. Noss and Sara K. Noss, husband and wife. The said
Archie A. Noss died February 29, 1986, whereupon full and com-
plete title became vested solely in Sara K. Noss, the decedent
. herein. The said Sara K. Noss died March 18, 2001.
TOGETHER with all and singular the rights, liberties, privileges,
hereditaments and appurtenances whatsoever thereunto belonging or
in anywise appertaining, and the reversions and remainders,
rents, issues and profits thereof, and all the estate, right,
title, interest, property, claim and demand whatsoever of the
said Sara K. Noss at and immediately before the time of her
decease, in law or equity or otherwise howsoever, of, in, to or
out of the same:
TO HAVE AND TO HOLD the said granted premises to the said party
of the second part, his heirs and assigns forever.
AND the said party of the first part, does covenant, promise,
grant and agree, to and with the said party of the second part,
his heirs and assigns, by these presents, that the said party of
the first part, has not done, committed, or knowingly or will-
ingly suffered to be done, any act, matter or thing whatsoever,
whereby te premises aforesaid, or any part thereof, is, are,
shall or may be charged or incumbered, in title, charge or
estate, or otherwise howsoever.
IN WITNESS WHEREOF, the said Grantor has hereunto set his
hand and seal the day and year first above written.
Signed. Sealed and Delivered
/ithe Pre.e~fe of
. L... f)l~~,~.
( - (j
{2g: c- /J~?,_ Qk.
Archie A. Noss, Executor of
Estate of Sara K. Noss
(SEAL)
the
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the [).&fI.-.day of AUjI.AS+- , 2001, before me,
the undersigned officer, personally appeared Archie A. Noss,
Executor of the Estate of Sara K. Noss, known to me (or satisfac-
torily proven) to be the person whose name is subscribed to the
within instrument, and acknowledged that he executed the same for
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
-:Bcnt10 cf LJJ.QlLJ"rA,O
Notary Public
My Commission Expires:
(SElI.L)
"
:.. ~
:l.J "
NOTARIAL SEAL
B01l1tlE L WILLIAMS. NOTAR'f MllC
SHIREMANSTOWN BORa.. CUMBERlAND CO
MY COMMISSION nPIRES APRil 18 Z005
""
,.
)} ,.'
t., '1
CERTIFICATE OF RESIDENCE
I do hereby certify t~at the precise residence a~d complete
post office address of the withi~ named grantee is 1821 Fisher
Road, Mecha~icsburg, PennsYlvania, 17055.
, 1
/1 '11 'lr. ." .,
'~r--.,t)>f , 200l-w{ cr.,; Y I<-;~tz....., ,
~ James D. Bo~ r, Esqulre
Attorney for Grantee
COMMCNWElI.LT:: OF PENNSYLVlI.NI.n.
55.
COlJNTY OF Cl.,11BERLlI..L'lD
RECORDED on this
in the Recorder's Office
Page
day of
of the said County,
, 2001,
in Deed Ecc~
Given under my hand and the seal of the said office, the
date above written.
, Recorder.
'f,~;:~tij:""'h~;W~:~'!J';'P') >,:I..":t',(~OMB NO,2S02~2".
E P'LOAN:I.",'" ,,'...~.,.. .:' ,,.,,,.~,.,.',. ,.', " I'i'" "".. ",..'
CONV.UNINI;.ll("., 4,DvA s.DCONV.'IHS.
7.' .LOAN NUMBER:
4151807
C. NOTE: This form Is fumishedfo vve)'O&l' SfetemMt oIecrull sen:llHMntcosrs. Amounts pMllo and b)'1he seMtment.,. eN shown.
/lems merked "[POCr were paid outside lbe cIoslnQ; lhey ere shown harelorlnformellone' purpose. end ere not Inclurad In lbe totels.
1,0 31811 (HOSS. T.,PFOf3.ler.1112)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SelLER: F. NAME AND ADDRESS OF LENDER:
Timothy W. Noss
5120 Simpson Ferry Road
~han~s~g,PA17050
SarlI K. Nos. Estale
Archie A. NOH, Jr., Executor
1790 Orrs Bridge ROlId
Enols, PA 17025
Counlrywlde Home loans
4830 Csrtlsle Pike
Mechan~sbufg, PA 17055
G. PROPERTY LOCATION:
1821 FtsherRoad
Mechanlcsburg, PA 17055
H. SETILEMENT AGENT:
23-2048775
I. SETILEMENT DATE:
James D. Bogar Law Offlcea PA2150
August 28, 2001
PLACE OF SETILEMENT
One West Main St.
Shlremanstown, PA 170t 1
J. SUMMARY OF BORROWER'S TRANSACTION
100, GROSS AMOUNT DUE FROM BORROWER:
101. Centricl Siles Price
102. Personal Pr
103. Settlement Coo es to Borrower Une 1400
104.
105.
K SUMMARY OF SELLER'S TRANSACTION
400. GROSS AMOUNT DUE TO SELLER:
63 OeXl.(XJ 401. Contract Sal" Price
402. Pel1lOOlllP
2556.14 403.
""".
<05.
63 000.00
A ustments For Iteffl$ Paid B Seier In advance
106. Count IT Ts)(" 08I2BI01 to 01101102
t07. School TalreS 08128101 to 07101102
t08. Assessmenl. to
109. Sewer
110.
111.
112.
f~. GROSS AMOUNT DUE FROM BORROWER
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER:
201. De sit or earnest mone
202. Prlnel al Amount of New Loan.
203. Exlsl loan s taken s 10
204.
205.
205.
207.
20..
209.
Ad stments For Items Pstd B Selhtr In edvance
406. Count IT TelleS 08128101 10 011OtlO2
834.04 407. School Tax" 08128/01 10 07101102
408. Assessments to
409. Sewer
410.
41"
412.
66,458.94 420. GROSS AMOUNT DUE TO SELLER
1500. REDUCTIONS IN AMOUNT DUE TO SELLER:
SOO.OO 501. EJ(CH;s II See Instructions
50 400.00 502. Settlement Cha esto Sallef Line 1400
503. Eldsl Joan s taken au eet to
504. P ff of first MortQ8Q8
osee ort II
506. De sll retained seher
507.
508.
508.
.
834.04
63,902,80
634.00
500.00
Ad'usfments For Hems Un
210. CounllT Talles
21,. School Ta)(es
2t2. Assessments
213.
214.
215.
216.
217.
2t8.
2t9.
220. TOTAL PAID BVn=OR BORROWER
300. CASH AT SETTLEMENT FROMITO BORROWER:
301. Gross Amounl Due From Borrower Line 120
302. Less Amount Paid B IFor Borrower line 220
B Seier
10
10
10
SO,900.00
A ustments For Hems Un
510. Coun fT Taxes
511. School Taxes
512. Assessments
513.
514.
515.
516.
517.
518.
519.
520. TOTAL REDUCTION AMOUNT DUE SELLER
800. CASH AT SETTLEMENT TO/FROM SELLER:
801. Gr08sAmount Due To Seller Une420
602. Less Reducllons Due Sellef Line 520
IdB SeIer
10
10
10
1,134.00
303. CASH ( X FROM) ( TO) BORROWER
66 456.94
50,900.(0)
15,556.94
603. CASH ( X TO) ( FROM) SEllER
63902.80
t,134.
62,768.80
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of Ihie statement & any attachmenls referred to herein.
I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BEliEF, IT IS A TRUE AND
ACCURATE STATEMENT~F. LL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY
THAT I HAVE RECEIVED PY OF T HU[}.1 SETTLEMENT STATEMENT.
Borrower - ',A(~..,;- --:"':f~ Seller
I.orlnlolhyW. Noaa Sa K. Noss Estate
.t('./A g.
Archie A. NOH, Jr., )(ecul
E HUD-' SETTLEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF
NO HAVE BEEN OR WILL BE DISBURSED BY THE UNDERSIGNED AS PART OF THE SETTLEMENT OF THIS
Jam s ,Booar Law
setllement AOent
WARNING: IT IS A CRIME TO KNOWINGC KE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES
UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT, FOR OETAllS SEE: TiTlE 18 U.S. CODE SECTION 1001 & SECTION 1010.
HUD-I(3-I!I5)RESPA.Hfl.lJO!U
700. TOTAL COMMISSION Based on Price
Divislon ot CommiSSIon e 700 as FoIows:
701. 10
10
703. Commission Paid al Settlement
L. SETTLEMENT CHARGES
s .. %
100. ITEMS PAYABLE IN CONNECTION WITH LOAN
801 loan 0 Inallon Fee "'" to nt Home loans
802. loan Discount "'" to ~
als ee 0 ou a ome ns
80<1. Credit Report to Count Home loans
ocume re rat 0 aun e orne OHM
806. Mort_S!Q!..tns. A . Fee 10801.1 e Home loans
s~ ee 0 a ome oans
808. Flood Check Fee to e Homa loans
ax ervce ee 0 e orne ns
810. Count de Home loans
8 1. ou a ome oans
100.ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 08l28I01 to 09101101 C!! $ 9.320000/dav {
902. Mort a a Insurance Prem m or mant to
903. Hazard Insurance Premium for 1.0 ra 10
904.
905.
1000, RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance 3.000
1002. Mort a elnsurance
1003. Coun rr Taxes
100<1. School Taxes
1005. Assassmanls
4dsva
%,
8.000
4.000
months
monlhs
monlhs
monlh.
month.
moo
C!l s
s
13.58 er
s
15.60
52.53
""
,
1008. A .Escrow Ad.
1100. TITLE CHARGES
1101. SeUlemeotorClos1 Fee
1102. Abstract or TlIla Search
1103. Title Examlnallon
1104. Tille Insuranca Binder
11OS. Document Pre ration
1106. Nola Fees
1107. Altor sFees
includes above Item numbars:
1108. Tlllelnsurance
des above Itam numbers: 11 OJ'
1109.lender'sCovera e
1110.0wne sCovera I
1111. Allorn Fees
11 ax Certification
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. RecordlnaFees: Deed $ 25.5O;M $ 51.50;
1202. CII/Count Tall/Starn s: Deed 630.00' Mort
1203. Stale Tall/Slam s: Revenue Sla 630.00' Mort
1204. Ass nmentofMort e e
1205. SII ulatlon..... Liens
1300. ADDITIONAL SETTLEMENT CHARGES
1301. SUMW
1302. Pest In
1303. Courier
1304.
1305.
1.00. TOTAL SETTLEMENT CHARGES (Enter on linea 10). Sldlon J and &02, Secllon KJ
mo"""
s
10
10
10
10
10
10 a.WIlllams
10 James D. B ar law Offices
to ames D. B ar law Olllces
1104-End.1oo 300 6.1 CSl
S
to James D. B ar law Omces
to Marlin A. ohn Sr.
Prothonota
lk>n
10
10
to United Parcel Service
Certirled 10 be a true copy
Loan Docs
-
PAlO FROM
BORROWER'S
FUNDS AT
SEmEMENT
2,556.14
"'\1'"
PAlDFRQM
SELLER'S
FUND$AT
SETll.EMENT
25.00
25.00
37.28
15.59
634.00
(:Ma7_1 1:Ma7_1 1 12)
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Sara K. Noss SS# 209-28-9272 03/18/2001 21-01-0345
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
1
DESCRIPTION
Blue Cross/Blue Shield - Refund
VALUE AT DATE
OF DEATH
166.80
2
PNC Brokerage Corp., CUSIP #53054M493 - Account No. 63343444
consisting of 491.719 shares of Liberty Colonial Federal Secs
Fund Class A, date of death value per share $10.59
5,207.30
3
PP&L - Refund
2.94
4
Contents of home and personal property
1,000.00
TOTAL (Also enter on line 5, Recapitulation) $ 6,377.04
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15GB EX (Rev. 1-97)
05-14-2201 e2'24PM
p.e1
Thomas Dilello
Senior Viee Prt!idt'r'It ~niOr InvtStmtnt Con$ulta~\'
o PNCBROKERAGECORP
James D Bogar
One West Main St
ShiremanstoWD, Pa 17011
May 14,2001
Dear Mr. Sogar,
Date of death balances for Sara K Noss are calculated for March 16lll which is the last
business day before the date of death of March 18, 2001.
On March 16'h Mrs. Noss owned 491.719 shares of Liberty Colonial Federal Sees Fund
Class A at $10.59 per share.
The account is and has always been titled in Sara K Noss individual and was opened
11/23/94.
To redeem the account we will need a Death Certificate and a Short Certificate.
AsJ.y questions please call 717-691-4050.
Sincerely,
cj~~
Heather Grubic
A PNC bnle. Comp,ny
< Eist M9in Street Mech.-,njcsburg Pennsylv:.nia 17055
www.pnebrokcr3gc.com
~~ ltIformatioft.~uritic'oro\tCnlSlCandot'nC'rprOOuct':lnds.cl'Yil.:~l1rt tl'Qvidcdby PNCBrolc('rag<"
Corv, 31 rcgimtel:ll:mlkn~IM':1nd mfm~r !)Ipc' PNC lkO..,c,..gc corp i~;I oub5icli9ry of PNC San"- Nl)titm~ A"oci"tiQrI,
W"il"'h i. I'tft~ '" "l'Qktr<<a~r
~l""\w'~ I
I *No~Gumntee
TOTAL P.101
REV-1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sara K. Noss
SCHEDULE F
JOINTLY-OWNED PROPERTY
SSfl 209-28-9272
03/18/2001
FILE NUMBER
21-01-0345
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT(S) NAME
Archie A. Noss, Jr.
ADDRESS
1790 Orrs Bridge Road
Eno1a, PA 17025
RELATIONSHIP TO DECEDENT
Son
B.
Larry E. Noss
602 W. Keller St.
Mechanicsburg, PA 17055
Son
c.
Wayne E. Noss
2845 Morningside Dr.
Camp Hill, PA 17011
Son
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOIN MADE Include name of financial institution and bani DATE OF DEATH DECD'S VALUE OF
account number or similar identifying numbs .
NUMBER TENANT JOINT Attach dee<fforjointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1 D 07/09/98 AmeriChoice Federal Credit 12,546.70 50.00% 6,273.35
Union - CD Account No.
24998-21
2 A 03/04/98 AmeriChoice Federal Credit 6,123.88 50.00% 3,061. 94
Union - CD Account No.
24998-22
3 E 07/09/98 AmeriChoice Federal Credit 12,546.70 50.00% 6,273.35
Union - CD Account No.
24998-23
4 B 07/09/98 ~eriChoice Federal Credit 12,546.70 50.00% 6,273.35
Union - CD Account No.
24998-24
5 A 07/09/98 AmeriChoice Federal Credit 12,546.70 50.00% 6,273.35
Union - CD Account No.
24998-25
6 C 02/21/98 AmeriChoice Federal Credit 6,274.32 50.00% 3,137.16
Union - CD Account No.
24998-26
7 E 02/21/98 AmeriChoice Federal Credit 6,274.32 50.00% 3,137.16
Union - CD Account No.
24998-27
8 D 02/21/98 AmeriChoice Federal Credit 6,274.32 50.00% 3,137.16
Union - CD Account No.
Tou1 of Continu ation Schedu1e(s) 27,040.35
TOTAL (Also enter on line 6, Recapitulation) $ 64,607.17
T
(If more space is needed insert additional sheets of the same size)
Form REV-1509 EX (Rev. 1-97)
CopyriQht (e) 1996 form software only CPSystems, Inc.
REV.l509 EX + (1--97)
'*'
SCHEDULE F
JOINTL Y.OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sara K. Nass
SS#209-28-9272
03/18/2001
FILE NUMBER
21-01-0345
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATJONSHIP TO DECE:l~iiT
D. Mary K. Lantzy
116 Winston Dr.
Mechanicsburg, FA 17055
Daughter
E. Sara M. Sanders
1938 Chatham Dr.
Camp Hill, FA 17011
Daughter
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEAT;..
ITEM FOR JOINT MADE Include rlame of flnarlcial irlslitulion and barlk accourll number or similar iderllifyirlg rlumber. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for joinUy-held real estate, VALUE OF ASSET INTEREST DECEDENT'S INER::2~
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
Estate of: Sara K. Noss
Soc Sec #: 209-28-9272
Date of Death: 03/18/2001
Continuation of Schedule F
(Jointly Owned Property)
Item Ltr for
1/ Jt Ten
Date
Joint
Description of property
24998-28
9
02/21/98 AmeriChoice Federal Credit
Union - CD Account No.
24998-29
A
10
02/21/98 AmeriChoice Federal Credit
Union - CD Account No.
24998-30
B
11
03/04/98 AmeriChoice Federal Credit
Union - CD Account No.
24998-31
B
12
03/04/98 AmeriChoice Federal Credit
Union - CD Account No.
24998-32
D
13
E
03/04/98 AmeriChoice Federal Credit
Union - CD Account No.
24998-33
14
07/09/96 AmeriChoice Federal Credit
Union - Checking Account
No. 24998-13
C
15
C
01/05/96 AmeriChoice Federal Credit
Union - Money Market
Account No. 24998-4
16
12/23/92 AmeriChoice Federal Credit
Union - Savings Account No.
24998-0
C
Total Val
of Asset
6,274.32
6,274.32
6,123.88
6,123.88
6,123.88
983.05
20,205.02
1,972.34
Decds
% Int
50.00%
50.00%
50.00%
50.00%
50.00%
50.00%
50.00%
50.00%
Dollar Val of
Deeds Interest
3,137.16
3,137.16
3,061. 94
3 ,061. 94
3 ,061. 94
491.53
10,102.51
986.17
27,040.35
~ AmeriChoice
- .......FEDERAL CREDIT UNION
Cumberland County's Community Credit Union
April 23, 2001
James D. Bogar
Attorney at Law
One West Main Street
Shiremanstown, Pa. 17011
,
RE: The Estate of Sara K. Noss
S.S. # 209-28-9272
Dear Mr. Bogar,
In accordance with your request for information on the accounts of Sara K. Noss,
Attached is a list of each account. I have provided account numbers, opening dates. CD
terms, current maturity dates, opening deposits, date of death balances, current balances,
interest rate, and joint owners.
Sara K. Noss is primary owner of all accounts listed.
Please let me know if I can be of further assistance.
Sincerely,
I' J, v . {
l/Uli.,.c, Yrl.cv, h.~
Eloise Markel
Branch Manager
Main Office: 20 Sporting Green Drive, Mechilnicsburg. PA , 7055 . Phone: (7171 697-3474 . Fax: 17171 697-3:"13
Pennsboro Commons Office: 326 East Penn Dri\/(~, Enola, PA 17"023 . Phone: (717) 909-04iiO . Fax: (717) 909-0..1()j
Mechanicsburg Office: 5267 East Simpson Ferry Road, t'\{\echanicsbl..lr~, p-\ 170S5 . Phone: (7171 795-4800 . fax~ \71-'1 697.7HS2
Website: www.dmerichuicl>.org . E-mail L's Through Our Website
~ I]QJA~I
lINDtlt ,",--
loap<;:,,~'~~ln'ty
jl END E R
o
O,I;)>IT U,I'. ':\-
o
~
'"
i')
w
-
~
CD
CD
'"
~
CD
.....
'"
w
....
~
CD
.....
:"
o
0)
'"
:...
.....
~
::i:
~
::J
m
fTl
z
o
<II
<II
00
III
<
:i"
'"
<II
....
o
~
-
o
'"
-
~
CD
CD
0)
'"
o
-",
o
~
o
'"
~
'"
N
.....
!'"
o
'"
....
~
.....
~
::i:
III
'<
::J
m
fTl
z
o
<II
<II
S:S:
III 0
~ ::J
"m
~'<
"
::J"
m
"
"
5"
~'"
w
o
.....
-
o
~
~
CD
CD
0)
WWWWI\.'II\.'lI\.'lNI\.'INI\.'II\.'II\J
C,.rJI\.'I....loOCOCO""""O>C1..c::.WN....lo
0000000000000
WWWI\.'lI\,)l\JI\.'IN-J-J......W-.J
aooi\3i\3i\3i\JNOaoOO
:!:':~:Et~~~~:::~~se~~
....lo.....lo.....ll.....lo....lo....lo.....ll.....lo....lo.....lo.....lo.....lo.....lo.
co CD co co (0 co co CD co <0 (0 co CD
<OCOCCCCCOCCCDCOCO<OCOCO<D
(J)Q)OOCXl(X)COC:OC:OC:OCOcococ:o
OlOlO>CDOlCJ)CJ)O)O>O>C)OlO)
333333333333S:
0000000 0 0 0 000
0000000000000
se~se~~~~~~~~se~
o 0 0 N ,.... '''' 1\.'1 N 0 0 0 0.... 0
.s::..~.,J:a.....lo.....lo....lo.""'....lo.sesese_CD
f\3i'3N:NNNNNI\.'INNNi\3
0000000000000
0000000000000
..........lo....ll.....lo.....lo....lo.....llo....lo.....lo.....lo.....lo....Ilo....lo.
....lo...........lo. ....lo.
O'1CJlO1C1O'1c.nc.nCJ'l....lo.....lo.....01....lo.
NN-!\J-.,J:a.~"".c:..~:r::......lo....lo.~N....lo
-J-.J-.JOOOOOOOO-.JO
~wwcoco(,Ococo-.J""""""w:--J
-..l~~i:.ni:.ni:.ni:.ni:.nooo~o
"''''l\JCOCCtCCDCOCOCOCCI\.'ICC
CD
'"
w
6
'"
~ ~ ~
.(00)CJ)0l0>(J)CJ)O')N.N.1\J
....lo.:....a.~.l\,)N-!\JNNo'CJ'lc.n
I\.'INI\.'I-.J-.J..................~"f:lo..,J::..
~WW~Jlo.~.,J:a.~~9'9>
cocoCnwwwww-.J-.J......
COCOCXlNNNI\.'INOOO
~
0)'"
:....a.""u1
"'....
~9>
"'.....
'" 0
'"
w
'"
c...>
o
'"
::J
iil
....lo.....lo....lo. ......
O)O')(J)O)C)CJ)CJ)O>..N..NN())I\.'I
:....a.-....Io.~NNNNNO'lO'lo'~C:.n
I\.'INN......-.J-.J......-.J,J)..(::...r::..N.s::..
WWW~.,J:l..r::...,J:a..r::..9>!J>O>w(J)
(X)cocowwwww......-.J~co~
COCOCDNNl\.'Il\.'INOOaCOO
CJ'lCJ'1CJ'l CJ"l0'10'1?" ?"?"?"?" ?"?"
OOOOOOOQ....ll.....llo....lo.Q....lo.
OOCOCXlOOCXlCOC:OCOCOCOCXlOOCXl
'#.?f!.cf!."#.?f!.cfl.'#.'#.#.#.rfl.'#.'#.
::i:
III
'<
::J
m
fTl
z
o
<II
<II
oos:rr)>S:OO::i:)>roo)>s:
w ~ w ~ n W W m n ~ w ~ W
m-<~-< 2:-< m~ 2:-< m~-<
oorzmmrOOmmmoom",
IllIllO" )>Illlll )>" IllZ
:::I:::IenZ' ::1::12. Z::lO"-
a.N"en 0 ZN"2-o<ll Zo a. en W
~'< eno'<~r.r.oenCDen::l
en en en (Jj' en en (jj c.... N
en en ~ '<
'-
'"'
'"
....
CD
CD
'"
,
s:
)>
-l
C
;:0
m
00
00
m-o
-om
oz
00-
_z
-lGl
olD
Ie)>
~r
"')>
i')z
00
om
~
OlD
....)>
-r
t:l)>
i')z
00
om
~
;:CO
)>c
-l;:c
m;:c
m
Z
0'-
::i:Q
ZZ
m-l
;:0
00
o
o
'Ilo
~Ill
iil
'"
z
o
<II
<II
o
-0
m
z
m
o
-l
m
;:0
s:
AEV-1511 EX + (1-97)
ESTATE OF
Sara K. Noss
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX-RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
SSfI 209-28-9272
03/18/2001
FILE NUMBER
21-01-0345
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Eberlys Mill Church of God - Use of hall for funeral meal 100.00
2 Gingrich Memorials - Engraving expense 75.00
3 Parthemore Funeral Home - Funeral expense 8,142.00
4 Sir D's Catering Inc. - Funeral meal 240.00
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Sodal Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
Z. Attorney's Fees James D. Bogar Esquire 4,375.00
3. Family ExemptIon: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 132.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 B. Will i ams - Notary fee re sale of real estate 2.00
2 Cumberland County - Fil ing fee for house assessment challenge 10.00
3 Hutter Agency - Homeowner's insurance 286.15
4 Mark Hilbert - Appraisal of real estate 275.00
5 Marlin A. Yohn, Sr- - Tax certification re sale of real estate 2.00
6 PP&L - Electric 367.00
Total of Continuation Schedule(s) 2,755.75
TOTAL (Also enter on line 9, Recapitulation) $ 16,761. 90
(If more space is needed, insert additional sheets of the same size)
Copyrlght(c) 1996 form software only CPSystems, Inc.
Form REV-1511 EX (Rev.1~97)
Estate of: Sara K. Noss
Soc Sec #: 209-28-9272
Date of Death: 03/18/2001
Item
If
Continuation of Schedule H-B7
(Other Administrative Costs)
Description
Amount
7
Recorder of Deeds - Realty transfer tax re sale of real estate
630.00
8
RESERVES: Costs to conclude administration of Estate including
filing fee for PA Inheritance Tax Return and Inventory, First and
Final Account and preparation of Fiduciary Income Tax Returns
750.00
9
Tax Collector
County/township real estate tax
209.19
10
Tax Collector
School real estate tax
991. 63
11
u.S. Postal Service - Certified mail fee
3.74
12
Verizon - Telephone
111.67
13
Waste Management - Trash removal
59.52
2,755.75
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sara K. Noss
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSlf 209-28-9272
03/18/2001
FILE NUMBER
21-01-0345
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Alert Pharmacy Service - Final bill
AMOUNT
219.72
2
AT&T - Long distance telephone
1.07
3
Messiah Village - Final bill
1 ,881. 00
TOTAL (Also enter on line 10, RecaDitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
$ 2,101. 79
Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Sara K. Noss
SSfl 209-28-9272
03/18/2001
FILE NUMBER
21-01-0345
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. AXABLE D[STRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
1 Mary K. Lantzy
116 Winston Dr.
Mechanicsburg, PA 17055
Daughter One-fifth
(1/5th) of
rest, residue
and remainder
of Estate
2
Archie A.
1790 Orrs
Eno1a, PA
Nass, Jr.
Bridge Road
17025
Son
One-fifth
(l/5th) of
rest, residue
and remainder
of Estate
3
Larry E. Noss
602 W. Keller St.
Mechanicsburg, PA 17055
Son
One-fifth
(1/5th) of
rest, residue
and remainder
of Estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18 AS APPROPRIATE ON REV 1500 COVER SHEET
II. ,"ON-TAXABLE DISTRIBUTIONS:
1'" SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
Estate of: Sara K. Noss
Sac See #: 209-28-9272
Date of Death: 03/18/2001
Continuation of Schedule J, Part I
(Taxable Bequests)
Item
If
Name and Address of Beneficiary
Relationship
Amount or
Share of Estate
4
Wayne E. Noss
2845 Morningside Dr.
Camp Hill, PA 17011
Son
One- fifth
(1/5th) of
rest, residue
and remainder
of Estate
5
Sara M. Sanders
1938 Chatham Dr.
Camp Hill, PA 17011
Daughter
One-fifth
(1/5th) of
rest, residue
and remainder
of Estate
NOTE: Archie A. Noss, husband of Sara K. Noss, predeceased her,
having died February 20, 1986.
"
ifctst JIIiU ctub QTestctmeut
OF
SARA K. NOSS
I, SARA K. NOSS, of Upper Allen Township, Cumberland County, Pennsyl-
vania, make, publish and declare this as and for my Last Will and Testament,
hereby revoking all other Wills and Codicils heretofore made by me.
FIRST: I direct the payment of all my just debts and the expenses of
my last illness and funeral from my estate, as soon after my death as conveniently
may be done.
SECOND: I devise and bequeath all the rest, residue and remainder of my
estate of whatever nature and wherever situate lmto my husband, ARGUE A. NOSS,
provided he survives me by sixty (60) days.
THIRD: Should my husband, Archie A. Nass, predecease me or die ffil or
before the sixtieth (60th) day following my death, I devise and bequeath all
the rest, residue and remainder of my estate of whatever nature and wherever
situate unto my children, ARaUE A. NOSS, JR., LARRY E. NOSS, WAYNE E. NOSS,
MARY K. LANrZY and SARA M. SANDERS, or the survivor or survivors thereof, in
equal shares. Should any of my children predecease me, I devise and bequeath
that child's share under this, my Last Will and Testament, to such of that chilJ's
children who survive me, in equal shares.
FOURTII: My Executor and personal representative shall have the following
powers in addition to those vested in them by law and by other provisions of
this Will, applicable to all property, exercisable without court approval and
effective until actual distribution of all property:
(A) To sell at public or private sale, or to lease, for any period of
time, any real or personal property and to give options for sales, exchanges
or leases, for such prices and upon such terms or conditions as are deemed proper.
(B) To compromise any clann or controversy.
FIFTH: I direct that any and all inheritance, estate and transfer
taxes imposed upon my estate passing lHlder my Will or otherwise shall be paid
out of the principal of my residuary estate.
SIXTIl: I nominate and appoint my husband, AROUE A. NOSS, Executor of
this, my Last Will and Testament. In the event of the death, resignation or inabil
ity to serve for any reason whatsoever of the said Archie A. Noss, I nominate and
"
appoint, ARCHIE A. NOSS, JR., Executor of this, my Last Will and Testament.
I hereby relieve my Executor from the necessity of posting security in connection
with his duties as such in any jurisdiction in which he may be called upon to
act insofar as I am able by law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, this .:;(.2.. day of !/,-tvW""-7 ' 1980.
_.v/;;:";~c<-
Sara K.
/7.L ,
A-, /tIOd/
Nass
(SEAL)
Signed, sealed, published and declared by the above-named Testatrix
as and for her Last Will and Test(llTlent in our presence, who. at her request,
in her presence and in the presence of each other, have hereunto subscribed
our names as attesting witnesses.
Address
~"d/;J(~",{"i0 ,
()
At&AA~/r;'(i+
Address