HomeMy WebLinkAbout01-0420
IN THE MATTER
OF THE ESTATE OF:
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ANNE HIGGINS,
Deceased.
No. 21-01-0420
~RDER ,
AND NOW, TO WIT: ThiS~daYOf
, 2001, upon consideration of
the foregoing Petition and on motion of the attorney for e Petitioner, it is ordered that the property
of the decedent be distributed under Section 3102 of the PEF Code as follows:
(a) In reimbursement of claims against the estate heretofore paid:
Name
Amount
Mary A. Norton
TOTAL:
$2.402.00
$2.402.00
(b) In distribution in accordance with the interests in the estate:
Name
Amount
Mary A. Norton
Betty Kelly
TOTAL:
$ 488.72
488.72
$ 977.44
This decree of distribution shall constitute sufficient authority to all transfer agents, registrars
and others dealing with the property of the estate to recognize the persons named herein as entitled
to receive such property without administration, and shall in all respects have the same effect as a
decree of distribution after an accounting by a personal representative.
BY THE COURT,
,1.
IN THE MATTER
OF THE ESTATE OF:
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ANNE HIGGINS,
Deceased.
No.
PETITION FOR SETTLEMENT OF SMALL ESTATE
TO THE HONORABLE, THE JUDGE OF SAID COURT:
The Petition of the undersigned respectfully represents:
1. The name~ address and relationship of your petitioner to the above decedent are:
Name: Mary A. Norton
Address:
1402 Country Drive, Mechanicsburg, Cumberland County,
Pennsylvania 17055
Relationship: Daughter
2. The above decedent died on February 5, 2001, a resident of 801 North Hanover
Street, Carlisle, Cumberland County, Pennsylvania 17013.
3. Said decedent died Testate~ leaving a Wi11~ a copy of which is hereto attached~ in
which the personal representative named therein is the Petitioner, Mary A. Norton.
4. The names, relationships and interests of all parties beneficially interested in the
estate are
Name
Relationship
Interest
SuiJuris
Mary A. Norton
Elizabeth Kelly
Daughter
Daughter
500/0
500/0
Yes
Yes
5. No person is entitled to, or claims, the family exemption of $3~500.00 by virtue of
being a member of the same household as the decedent.
6. Said decedent died owning property (exclusive of real estate and of wages~ salaty~
pension or vacation benefits) of a gross value not exceeding $25,OOO.OO~ which is itemized as
follows:
Item
Amount
Refund from Church of God Home of
payment for nursing home care for
month of February.
$3_379.44
TOTAL:
$3_379.44
7. An itemized statement of all claims against the estate is as follows:
(a) Claims heretofore paid by the Petitioner. Maty A. Norton to the following:
Claimant
Amount
Post-funeral reception
$ 252.00
Organist for memorial service
100.00
Priest for memorial service
100.00
Flowers
100.00
Diocese of Harrisburg - memorial
plaque for gravesite
1,000.00
Register of Wills filing fees
50.00
Gates & Associates, P.C. - Legal Fees
800.00
TOTAL:
$2.402.00
(b) Claims remaining unpaid: None
8. The petitioner will cause to be paid all Pennsylvania inheritance taxes due on all
property to be awarded. The Pennsylvania Inheritance Tax Return was simultaneously filed herewith
in the Register of Wills Office.
9. All parties beneficially interested in the estate other than the petitioner have signed
the joinder in this petition which is hereto attached.
WHEREFORE, your Petitioner prays that the above property of the decedent be distributed
under Section 3102 of the PEF Code as follows:
(a) On account of the family exemption: None
(b) In reimbursement of claims against the estate heretofore paid:
Name
Amount
Mary A. Norton
$2_402.00
TOTAL:
$2-402.00
(c) For payment of claims against the estate remaining unpaid: None
(d) In distribution in accordance with the interests in the estate:
Name
Amount
Mary A. Norton
$ 488.72
Betty Kelly
488.72
TOTAL:
$ 977.44
GATES & ASSOCIATES, P.C.
Craig atch, Esquire
1013 Mumma Road, Suite 100
Lemoyne, PA 17043
(717) 731-9600
Dated: ~// 07J-, 2001
Dated: ~1-t.1 J C ,2001
1 h t' IS to certify that the information here given is correctly copied from an original c~rtitlc~te of death d~I!}: filed with me as
l/),.:.d Registrar. The original ce'ftificatc will be forwarded to the State Vital Records o Hlce' tor permanent tllmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Local Registrar
Fee for this certificate. $2.00
P 7233973
c::id-uU'j-; ?6 . ;:),f)t!L
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Date
Hl05.143 Rev. 2/87
COMMONWEALTH OF PENNSYLVANIA e DEPARTMENT OF HEALTH e VITAL RECORDS
CERTIFICATE OF DEATH
TYPE/PRINT
IN
PERMANENT
BLACK INK
5,
COUNTY OF DEATH
91 v"
UNDER 1 DAV
Hours ! Minules
5 2001
NAME OF DECEDENT (Forst, Middle, Last)
Anne Hi
AGE (Last Birthday)
BIRTHPLACE (Cily and
Stale or Foreign Country)
Ireland
~:=dY) 0
lb.
CUmber land
Ie.
Carlisle
DECEDENT'S USUAL OCCUPATION
(Give kind of ,work done during most
01 wor~ltf.; do not use reftred)
. 11.. Casn1er lib. Cafeteria
DECEDENT'S MAILING ADDRESS (Street, CityllOwn, Slate, Zip Code) DECEDENT'S
. 801 N. Hanover street ~~~~D~NCE
Carlisle, PA 17013 ~~~:r:~)lS
17.. Slato
MARITAL STATUS. Married
Never Married, Widowed,
Divorced (Specify)
14. Widowed
17c.0 Yes,decedenll,vedln
10, Whi te
SURVIVING SPOUSE
(II wife, give maiden name,
>-
~
fil
u
w
o
LL
o
W
~
..
2
17b. Counl
Cumberland
Did
clecedenl
livaina
lOW""""'?
twp
11.
FATHER'S NAME (First, Middle, Last)
John Cahill
Carlisle
cil~/bOro
Norton
24 I a : a () 25.
27. PART I: Enter the diaaasea, injurM or compIicatklns wh~ caused the death. Do not enter the mode of dying, such as cardiac or respiratory arrest, shock or heart failur.
list o....y one cause on each line.
23b. ,11 230.
WAS CASE REFERRED m MEDICAL EXAMINER/CORONER?
Ve.O
No~
Si/)) 1C! ti .5<-' ,S'/S' ,iVrllt
DUE m (OR AS A CONSEOUENC OF)'
/H,;, !yI; c.. 4.., 5t S/c"lVl
fr"'< It -.i
21.
I Approximate
; interval between
, onsel and deeth
I
I
PART II: Other significant concfihons contributing to death. bUl
'<ll resulting in tho underlYIng cause given in PART I.
\ :
DUE m (OR AS A CONSEQUENCE OF)
~--'7 i '" _~c: Ll-1", -,;'"
IJI. (~Pl.:/,YI ct//(lt
DUE m (OR AS A CONSEQUENCE OF)'
'.
WERE AUTOPSV FINDINGS
A\lI\JLA8LE PRIOR m
COMPLETION OF CAUSE
OF DEATH?
MANNER OF DEATH
DATE OF INJURV
(Month, Day, Year)
TIME OF INJURV
INJURV AT WORK? DESCRiBE HOW INJURV OCCURRED
"i
Natural
D!O'
Ll
Ll
Homicide
Ll
l-j
Ll ;~CE OF INJURV ~ At home, larm~;oel, 'aclory, office
building. etc. (Specify)
30e.
Vos D NoD
Accident
Pending Invesligahon
"
.~
~
~
Yes D No~
Ve. D
No D
Suicide
Could nol be determined
M. 30e. 30e1.
LOCATION (Street, CitylTown, Slate)
2... 21b.
CERTIFIEIl (Check only one)
-CERTIfYING PHYSICIAN (Physaclan certifYing cause of death when another ph~'SlCIiiI1 hds pronounced dedlh and c(Jfnpl~led lI~lI23)
To Ihe _ 01 my knowledge, _ath occu~ _10 Ihe cauae{.).nd m.nner.. ...IId, , . . , . , , , . , . . , . . . . . . . . . . .
29.
32.
DATE FILED (Monlh, Day, Year)
34. [;.6ruttri 1. ~OOI
-PRONOUNCING AND CERTIFYING PHYSICIAN (PhYsician bOm pronouncing death and certifying 10 cause of death)
To the tlMl of 1ftV' knowledge, death oc::c:urnd at the t""e, .,., and place, and due to &he caUH(.) and manner.. alated.. . .
o
19-1 / ,;)..11 ~I
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V\1SS
V) i l'
~ .
LAST WILL AND TESTAMENT
OF
ANNE HIGGINS
I, ANNE HIGGINS, a resident of the Township of Manchester,
County of Ocean, and State of New Jersey, which I declare to be
"IY domicile, hereby make, publish and declare this to be my Will,
hereby revoking all previous wills and codicils made by me.
FIRS T :
direct that all of my just debts, funeral expenses,
and administration expenses be paid as soon as practical after my
death.
SECOND:
All the rest, residue and remainder of my estate, both
real and personal, of every name, nature and kind whatsoever and
wheresoever the same may be situate, hereinafter referred to as my
residuary estate, I give, devise and bequeath to my husband, JOHN
HIGGINS, but if he predeceases me, or dies simultaneously with me,
or we both die in or as a result of a common accident or disaster, then
I give, devise and bequeath my said residuary estate, In equal shares,
to my daughters, MARY A. NORTON, also known as .MARY H. NORTON, and
ELI ZABE'rH A. KELLY, also known as BEfrfl'Y KELLY, or, if any of my said
daughters do not survive me, to her or thier surviving issue per stirpes.
THIRD:
1 nominate, constitute and appoint my daughter, MARY A.
NORTON, also known as MARY H. NORTON, Executrix of this Will.
If my
said daughter predeceases me, or for any reason fails to qualify, act
or continue to act as Executrix, then I nominate, constitute and
appoin t ROBERT D. NORrrON, the husband of my said daughter, MARY A.
NORTON, Executor hereunder in her place and stead.
FOURfl'H:
The Executrix and Executor appointed herein shall not
be required to furnish any bond or other security in any jurisdiction
in which the Executrix and Executor may have occasion to act.
FIFTH:
authorize and empower my Executrix or Executor, in
addition to any other powers conferred by the laws of the State of
New Jersey, the following powers in regard to my estate to be exercised
without the authorization of any court:
....... _n
(a) To retain in kind any property received by my Executrix
or Executor or to invest or reinvest the funds of my estate in such
manner as my Executrix or Executor deems proper whether or not the
property retained, or any investment or reinvestment made, is a legal
investment for fiduciaries;
(b) To make any distribution or division of my estate, partly
or wholly in kind, and, to facilitate such distribution or division
or for any other purpose which my Executrix or Executor may deem
beneficial to my estate, to sell, at a public or private sale, any
real or personal property I may own at my death, upon such terms as
my I~xecutrix or Executor deems proper, and to execute and deliver
such con?eyances and other instruments as may be required therefor.
SIXTH: As used in this Will, one gender shall be deemed to
include and mean dny other gender whenever necessary or appropriate,
dnd the singular number shall include the plural and Vlce versa.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
__1__ day of ________mM~ff_____, 1984.
A~LJE~~~I~S W"O(/1J3
(L.S.)
This Will was signed, sealed, published and declared by ANNE
HIGGINS, the above named Testacrix, to be her Last Will and rrestament
1n the presence of each of us present at the same time, and we,
at her request, in her presence and in the presence of each other
have hereunto subscribed our names as witnesses thisj_~r_____ day of
__ --/JJj}i::I::_tt ___ m____.________...._____, "1 984 .
si Gse~.
rn fH!I.L2.____r e sid in 9 at
7// (YJlfi/U streel
r /I"fford J. [{felike
Toms !2,'ueR J.kuJJers-.e<:-
~ -:/
residing at 13;; ;(tJos,et/e!l Ch;~ocul
IfJA,:f'IJ)/
;U.J.
-2-
. .
I, ANNE HIGGINS, the Testatrix, sign my name to this instrument
this
I
day of
rn Me,if
, 1984, and being duly sworn,
do hereby declare to the undersigned authority that I sign and execute
this instrument as my Last will and that I sign it willingly, that I
execute it as my free and voluntary act for the purposes therein
expressed, and that I am eighteen (18) years of age or older, of sound
mind, and under no constraint or undue influence.
. A~E~~~/INS J-I,3,:!,' ~S
We, ~JY~, rnM!It'S and C f,' [br-d J. Ltpd;f.e
the witnesses, sign our names to this instrument, and being duly sworn,
do hereby declare tofue undersigned authority that the Testatrix signs
and executes this instrument as her Last Will and she signs it willingly,
and that each of us, in the presence and hearing of the Testatrix,
hereby signs this Will as witness to che Testatrix's signing, and that
to the best of our knowledge the Testatrix is eighteen (18) years of age
or older, of sound mind, and under no constraint or undue influence.
-:1 ~eo{rr/ I), (}1~r/.5
S/ el, 'f/6 rd J~ Uprf,!-e_
f- (I
STATE OF NEW JERSEY
S5
COUNTY OF OCEAN
Subscribed, sworn to and acknowledged before me by ANNE HIGGINS,
the Testatrix, and subscribed and sworn to before me by &eo/irZ
... A:._ilLMTL's.-._.. and aili>Ld..J~dll:.~J witnesses, thl s
/ Sl-. . .. vJ1 '
__.____ day ot._____L~Lfr~~__.__, 1984.
,S/J W:DLf /). (7IA~l,'S
( /
JUDY A. MARTIS
NOTARY PUBLIC OF NEW JERSEY
My COMMISSION EXPIRES SEPT. t 2, '98e
( Sea I )
-3-
CHt._~RCH t}I' ~7~"jL) HGiviF:
(717)
......II~ r-",,"","''''
L.q'::1-:JjL.L.
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-
CHURCH
OF GOD
HOME
tll:i/;ilb/ZD L
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O~~ AUftln n~AUVCn ~~nc~~
.INVOlCE DATE
CARLISLE. FA 17013
"Committr:d to Caring"
I"l;"~RY A. i'10RTOr,j
I,.......,....,' """7'-'- "",,.-an,...,
t'lt,! !~n-OIl.''+1
i4G"j7 r:Gtri~TRY DRT\J~
MECHANICSBURG; FA 17055
D.r-.IL Y RATE:
.. ,.". r-. ,.
.L &,t \u _ \lJ II.)
RESIDENT:
HIGGINS, ANNE
RESIDENT NUIv'iEER:
",., ~.. "'...,
1UL..L")")
DATE
DESCRIPTION
DAYS
AMOUNT
... '" i~.. lIar-a
t /.. ,.' ..~ _~ ;' VJ\!}
"r\"""'''''''''T''''''~''''''''' T"''ftT 'ft"T"'~
t" nf'. V .L\..)l',~ D~.LJJ-\!\J"""!',
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,.-... ,"""... l,-.",
\Ul,l..)~,IIU.l
01/01/01 - 01!3i/01 31
Casl-l r~c~ipt
SUPPLEMENTAL SHAKES
11'1 ,." ,. ,.-. r.,-"
q _~ q \U . \U ""
,."nia r_
-qqy.\lJ.J/.
J.L.O
r-a.. I.......... I,....
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INCONTINENCY-H
44.28
,.-... i......... liA...
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,...... ,"'.. 'i....
'il L I.') .1 ,/ 'il l.
,-.... "'''""'.. 1,-....
IL' J. / .1 t ;' V} t
~_iwiBuLAr~cE FEE
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........,........, ~ T T.,.,,.T IT"' ~ ,..." ~'r""'l''''''' "... ....,....,,...,,
O!'~MU 1 I ,IO~.rU::H'd'''. :'lnur
REV SECUR,TTY DEPOST
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.(, .::!.. . 'J..) 'L~I
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--CuntinUt:d.--
CHIJRCH OF GOD HOME
801 NORTH HANOVER STREET
,~
CHURCH
Of GOD
HOME
~,.,. Ira,- i,-a",
III L. ;' \.'J 00 / \.I) 1.
CARLISLE; PA 17~13
(717) 249-5322
INVOICE DATE
"Committed to C.uing"
MARY A. NORTON
(717 j 766-0(/j47
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MECHANICSBURG FA
17(;j55
GAIL iW" RA~TE:
.. ...,-. ,-. ...-.
lL+'IJ.1I.J1I.J
RESIDENT:
HIGGIr~S i .n..i~I~E
RESIDENT NUMRER:
,-., ,..... """' """'
'Ll L.. ~ .1 .1
DATE
DESCRIPTION
~,"'-...,."
U.M. 1: L)
AMOUNT
. Curr~11t period total
-3939.44
r._ f,_r- 1,-...
VJL/ Ill."'"),! ILl!.
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totr!l
r- ,- ,-. ,-... 1-"
~ r:> 'I! _ IIJ Il!
NEW BALANCE
-3379.44
...............
.~
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.....
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p::....,...
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SALES'Co~rrRACT AND
TEMPORARY BURIAL AGREEMENT
'DATE2/9/~; , , . Nt ,2897
..CEMET~~~~tg:~:;l!j,.)J!;li~~;t~ ','.,,'
,... )>:sAL'i~~~~NO.",c'f';':'A~H PIN____
'. ;.;.f~t~~~~::ri~J;':::;{;'Z~;:!, ~,> ..~~! ~ <'<.";'
":':~'i.;,;:':i'c:,,r:<. ',':-: ~':..:.." . ';{::,... =" ,.,:." ~" /. ./'
PHON~ ( . '," .~,I "~66...8'(JY7
, ....'~ ;" 1
',' Diocese of ~stx.rg; ,
tm Post Oftice Box 3651 ....
Harrtsblrg, Pennsylvania 17100. .
t.. OfficeofCo~~Ce~
I. f'~r
NA~E ';#/;/2qA6..f?70~' .
ADDRESS /~tJ~ (bu~'7er
CITY ~O/R"v/('.s.$'/~
~~
.:\.
. F AMI L Y PROTECTION
"r$, ZIP CODE /~s's'
.'
S
Interment Spaces .. . . . . @
1. Price' . ~ . ~,.. .....: . : . . . . . . . .". . . . . . . . . ~ . . .
',' " , " ..',':' ': '," -;0 i5E.<t!H/i~-lJ
. 2. ,Down P~Y!11ent; ~', ~ .. .'oE .. . . . ..~ .:~. .! ~,. . ~ .
:, \. ..,~ .;e . t ~~'~, r ;.." ,... " i" . .
~ Unpaid Balance (T-2)! ~~"~ ~ . . . . 'n . . . .~. . ~
:.. ~.:,./ ~', ..' ~ ,L..'
4. Finance Charge. . . . . ... . ;. . . . . . . . . . . . .
5. Deferred Payment Amount (3+4) . . . . . . . . . .
s/t7/l7. a:J
/t1:21. dO
,.~-.,..
....~
. . /
. ,
B M "I'~
ronze emorla s : ~ . . . . @
-r-' ;':$' .IA//;It~~A 4
.. ." - '.. : / CJ[.,(f,/ ..c.v' .
ct f/ //Y~;Z c JJ("t1J..K)
Size
Foundations. . . . . . . . . . . . @
$
Burial Vaults . . . . . . . . . @
$
6. Total' Price (1~~) ~: . ."c. . . . .'. . :'. . . . . . .. . /t1~. ~
7. Approximate Monthly Payment. . . . . . . . . . .
8. Number of .Monthly ~ayments . . . .,~' .,oO . .. .
:~. . ~.' $' .-.' .' ..'.: . -' ~-: .:;~ - - .- . . ." .' .,: " ..
9. First Monthlv Payment D~;~":. . .
:'~.:. ....." ';.'.'-:'(,..':. ....,:-.~ ;~~~'.-"..'-;"., -'
- 10. A!!nu~~ P~rcent~e R~~ . ,:~, .,:;, . - . ~<.o. . . . . . .
.:' :. '.;; \'l':~o :::- ' :', .'~':':.., :' .;"....~ '.;, .~. '. ,.--
, "{ :,':~ ':':.. .. Terms:' .' Cash
Crypt Spaces. . . . . . : . .-@
'$
d:
.,
...:.
':l:~ "
;!r..',:
Other. . . . . . . . . . . . . . . ~. . . .... . .. . . . . .. $ "-" .
Section .
~~
"'-9
. Lot~"
I .:.. ~ -:
.//$ <<:J
. G rave(s)
~
.- ~~
. Crypt( $)
. 90 Days
Block
Selection must be made within 30 days or cemet'ery will make choice. .
Installment
l' . 0 .
- The payment is d~~ on the date stated abow and the remaining payments on the sa~e d~y of each ~ucceeding month.
- Buyer may prepay in advance the full amount due without penalty and will be entitled to a proportionate refund of the unearned
finance charge. '
'-Upon default" in.the payment"().r...an,i~allmentduehereunder for8period.in.excess:of~me hundred.twenty (120) .days, .Seller
ma~ ~ at its option, ,void this agreement and retain all payments made by Buyer as.liquida,ted ~amages. . ,
- Buyer hereby acknowledges receipt of an exact executed copy of this agreement at the time of execution hereof.
- Before any buriar"fs permitted in this lot,' or any memorial placed on this lot, the price of the grave and memorial must be paid
.in full.
-1
0,/
-The Purchaser(s) agree(s) to abide by all rules and regulations of the cemetery now in force as well as any rules and regulations
. ;,^:hic:h may hereafter be adopted. Said rules and regulations may be seen upon request at the Seller's office.
- Upon fulfillment of the conditions of this agreement and receipt of all the above described payments, Seller agrees and binds itself
to cOnvey to the Buyer, by its cemetery e~ement, for interment purposes only, the above mentioned number of sires.
, .' ....' '. , - ......'. .,..' - '.,
- YOU, THE PURCHASER, 'MA Y CAN~El THIS TRANSACJICJN AT ANY TIME PRIOR TO MIDNIGHT O~ THE THIRD
BUSINESS DAY AFTER DATE OF THI~. TRANSACTION. SEE THE ATTACHED NO:nCE OF CANCELLATION FORM FOR
AN EXPLANATION OF THIS RIGHT. ~-,:: ..,
~
B~~ c,
(Autho zed Re esentative)
Q
,
~".~,""
1/' ,) '/.. ;
1 . -: ,-A .t" ,
. (Purchaser's Signature)
.:
,
~
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.f
NOTICE: See other side for additional information.
'.
(Co-purchaser's ~ignature)
1
BP/5900
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
CRAIG A HATCH ESQ
GATES & ASSOCS
1013 MUMMA RD STE 100
LEMOVNE PA 17043
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-05-2001
HIGGINS
02-05-2001
21 01-0420
CUMBERLAND
101
4)
v
REV-1547 EX AFP (12-00)
ANNE
Amount Rellli tted
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 ~
RE-V=i54j-EX--AFP--(12-:0(ff-No'ficE--oF-INHi:ifiTAiicE-~"-Ai-APpiiAisEHENT~--Ail-oWAiicE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HIGGINS ANNE FILE NO. 21 01-0420 ACN 101 DATE 06-05-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
43,188.59 X 045 = 1,943.49
.00 X 12 = .00
.00 X 15 = .00
(19)= 1,943.49
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
3,379.44
33,653.04
14,768.29
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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)
8,592.50
19.68
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
51,800.77
8.61? 18
43,188.59
.00
43,188.59
PAYHENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-27-2001 AA496525 97.17 1,856.03
TOTAL TAX CREDIT 1,953.20
BALANCE OF TAX DUE 9.71CR
INTEREST AND PEN. .00
TOTAL DUE 9.71CR
* 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" fCR), YOU MAY BE DUE
A REfUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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LAW OFFICES OF
GATES &- ASSOCIATES, P.C.
.J.J- 01- ,-/:)'0
LOWELL A. GATES
Also Admittad 10 Massachusetts Bar
MARK E. HALBAUNER
Also Admitted to New Jersey Bar
CRAIG A. HATCH
CORY J. SNOOK
ALBERT N, PETERLlN
Also Admitted to Maryland Bar
1013 MUMMA ROAD' SUITE 100' LEMOYNE, PENNSYLVAl/IA 17043
(717) 731-9600' FAX: (717) 731-9627
\
BRANCH OFFICE:
3 WEST MONUMENT SQUARE, SUITE 304
lEWISTOWN, PA 17044
(717) 248-6909
WEB SITE:
www.GateslawFirm.com
April 26, 2001
Pennsylvania Department DfRevenue
Bureau ofIndividual Taxes
Inheritance Tax Division
P. O. Box 280601
Harrisburg, P A 17128-060 I
RE: Estate of Anne Higgins
Social Security No.: 145-22-2014
Date of Death: February 5, 2001
Dear Examiner:
You will note that Item 2 of Schedule F of the enclosed PA REV-I 500 is an account that
was made joint less than one year prior to the February 5, 2001, date of death. This account was
joint between the decedent and her daughter, Mary A Norton. This account was created on
February 23,2001, with proceeds from a Harris Savings Bank certificate of deposit that was also
joint between the decedent and her daughter, Mary A Norton. Prior to the establishment of the
certificate of deposit, the funds were in a savings account which was also joint between the
decedent and her daughter, Mary A Norton. A copy of the Harris Savings Bank certificate
of deposit is attached to P A REV -1500 for your reference.
Please contact our office if you need any additional information.
4=~
Craig A Hatch
Enclosures
.'
h
REV.1500 EX +' (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500 I (0 (A~to I 'A
DEPARTMENT OF REVENUE ./ -
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER , ~O
HARRISBURG, PA 17128.0601 RESIDENT DECEDENT 21 2001 t
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Higgins , Anne 145-22-2014
DECE- DATE OF DEATH (MM.DD-YEAR) I DATE OF BIRTH (MM.DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
02/05/01 01/30/1910 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3. Remainder Return
CHECK ~ 1. Original Return W Supplemental Return B (date of death prior 1012-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
~ate of death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. ecedenl Maintained a Living Trust 00 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between D 11. Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach Sch 0)
1ll1~$iqtlQijM!.ll1'tQgq~il{AU;qQ!iil'ig$l!'9!i'l11g"9Qijfl~iAttA1ljHl'!Ql'iMAi'l9ij$IlQi;!iii;i)lm!lI!l!W'ii'iiii!!9i
NAME COMPLETE MAILING ADDRESS
COR- Craiq A. Hatch, Esauire 1013 M..lmna Road, Suite 100
RE- FIRM NAME (If Applicable) Iaroyne , PA 17043
SPON
DENT Gates & Associates, P.C.
TELEPHONE NUMBER
717-731-9600
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) None
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 3,379.44
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested (6) 33,653.04
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 14,768.29
8. Total Gross Assets (total Lines 1-7) (8) 51,800.77
9. Funeral Expenses & Administrative Costs (ScheduleH) (9) 8,592.50
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 19.68
11. Total Deductions (total Lines 9 & 10) (11) 8,612.18
12. Net Value of Estate (Line 8 minus Line 11) (12) 43,188.59
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 43,188.59
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount oj Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) X.O (15)
TAX 16. Amount of Line 14laxable at lineal rate 43,188.59 X.O 45 (16) 1,943.49
-
COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
TATION 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00
19. Tax Due (19) 1,943.49
20. D Irj:jll!l;CKH~ifVQijAAjjjj~!j~~A!i!!I!Q~!lPFA"~i'li!ilVMjjHtI
....'I"'..!lI$.$MIlE.TQ!\i'Il!lW~R.Al$lliU~$tIQ~QN!!i',(ile;1.~..i\eCHeOK.MATR~~.'.'.'i'.'."
....
o PA15001
NTF 29755
Copyright 2000 Greatland/Nelco lP - Forms Software Only
Estate of: Anne Higgins
21-2001-
...
SUJllMARY OF ALIDCATICNS 'TO BENEFICIARIES
Taxable at lineal rate
Mary A. Norton
Elizabeth Kelly
24,993.38
18,195.21
43,188.59
PA REV-1500 EX (6-00)
Page 2
Decedent's Complete Address:
STREET ADDRESS
Church of God Hare
801 North Hanover Street
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)
1,856.03
87.46
Total Credits (A + 6 + C)
(2)
3. Interest/Penalty jf applicable
D. Interest
E. Penalty
0.00
0.00
TotallnleresVPenalty (D + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
1,943.49
1,943.39
(3) 0.00
(4)
(5) 0.00
(5A) 0.00
(56) 0.00
. PLEASE ANSWER THE FOLLOWING QUESTIO~SBY~LACINGA~"X"INT~EAPP~()P~IA~~~1.6CK~<'>'
1.
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.
Under penalties of periury, I declare that I have examined 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 information of
which preparer has any knowledQe.
SIGNA URE OF PERSON R P FOR FILING RETURN DATE
T A TIVE
Yes No
~ I
~ ~
~
D
DAT
J /0 r
, Suite 100, LemJyne, PA 17043
[72P.S. !lI9116(a){1,1)(i)].
For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. A 9116 (a) (1.1) (ii)l.
The statute does not exemnt a transfer to a surviving spouse Irom tax, and the statutory requirements lor disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneliciary.
For dates of death on or after July 1, 2000
The lax rate irnposed 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. !i9116{a){1.2)]
The tax rate imposed on the net value 01 transfers to or for the use 01 the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. i 9116(1,2) [72 P.S. %91 16(a)(1)].
The tax rate irnposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. A 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.
o PA 15002
NTF 29756
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: Anne Higgins
,
The follcwing person(s) are signing the retum as representative(s) of the estate:
Mary A. Norton
1402 Country Drive
Mechanicsburg, PA 17055
21-2001-
REV-15G8 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne Higgins
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-2001-
All Drop. 10lntlY-owned with right oIsurvlvorshlD must be disclosed on Sch. F.
VALUE AT
DATE OF DEATH
Inclwde proceeds of litigation & dale proceeds were received by the estate
ITEM
NO.
DESCRIPTION
1 Church of God Hare - refund of payment for nursing hare care not
used for lOCltlth of February 2001. (see attached)
3,379.44
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3,379.44
7 CPA81 NTF 10906
Copyright Forms Software Only. 1997 Nelco, Inc.
REV.1509 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Aru1e Higgins
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-2001-
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
A Mary A. Norton
ADDRESS
1402 Country Drive
Jlllechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Daughter
B Elizabeth Kelly
213 Ashland Avenue
New Blcx:mfield, NJ 07003
Daughter
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF
JOINT account number or similar identifying number.
NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1 A 01/28/86 Allfirst Bank 6,649.45 50.0000% 3,324.72
Checking Acct. No. 0042697670
(see attached staterrent)
2 A 2/23/00 Allfirst Bank 36,646.40 50.0000% 18,396.30
M:mey Fund Alternative
Acct. No. 0950279210
(see attached staterrent and
narrative)
3 A 01/28/86 interest accrued to date of 2.12 50.0000% 1.06
death
4 B 01/16/91 Waypoint Bank 18,242.70 50.0000% 9,121.35
Certificate of Deposit
Acct. No. 1058185855
(see attached staterrent)
5 A 10/11/93 A. G. Edwards 5,619.22 50.0000% 2,809.61
Acct. No. 128-346201-027
(see attached staterrent)
TOTAL (AlSO enter on line 6, Recapitulatlon) $ 33,653.04
7 CPA91 NTF 10909
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne Hiqqins
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2001-
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NO.
DESCRIPTION OF PROPERTY
INCLUDE NAME OF THE TRANSFEREE, THEIR
RELATIONSHIP TO DECD & DATE OF TRANSFER.
ATTACH COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
% OF EXCLUSION
DECD'S (IF
INTEREST APPLICABLE)
TAXABLE VALUE
1 Gift taxes on gifts within 3 years
of death
0.00
2 A.G. Edwards
TOD Acct. No. 128-436677-027
Beneficiaries narred on account are
decedent's daughters, Ma:ry A.
Norton and Elizabeth A. Kelly.
Account consists of cash and
200 shares of Schering Plough
crnm:m st=k at $51. 10 per share on
roD, itemized as follows:
14,768.29100.0000%
0.00
14,768.29
Cash at roD: $4,548.29
St=k value at DOD: $10,220.00
(see attached)
7 CPA01 NTF 10910
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
14,768.29
Copyright Forms Software Only, 1997 Nelco. Inc.
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne Higgins
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION
A. FUNERAL EXPENSES;
AMOUNT
See Schedule attached
Total fran =tinuatian page (5)
7,292.50
B. ADMINISTRATIVE COSTS;
1. Personal Representative's Commissions
Name 01 Personal Representative{s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
Ci~ S~e
0.00
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees Narre: Gates & Associates, P. c.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Ci~ Stale Zip
Relationship of Claimant to Decedent
1,250.00
0.00
4.
Probate Fees
50.00
5.
Accountant's Fees
0.00
6.
Tax Return Preparer's Fees
0.00
None
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8,592.50
7 CPA11 N1F~09~1
Copyright Forms Software Only, 1997 Nelco, Inc
Estate of: Anne Higgins
SCliEDULE H, PARI' A -- Funeral Expenses
Item
No. Description
1 Diocese of Hmrisburg - rrarorial plaque for gravesite
(see attached)
2 Michael Malpezzi Funeral Hane - funeral goods and services
(see attached)
3 Scot ties Beef & Reef Lounge -
post -funeral reception
(see attached)
4 Organist for rrarorial service
5 Priest for funeral service
6 Fl=s for Funeral
'IOmL. (ca:ny forward to main schedule) . . . . . .
Page 2
21-2001-
Arrount
1,000.00
5,740.00
252.50
100.00
100.00
100.00
7,292.50
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Aru1e Hiqqins
Include unreimbursed medical expenses
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2001-
DESCRIPTION AMOUNT
1 Quantum Imaging & Therapeudic Assoc. - rredical bill
(see attached)
19.68
7 CPA12 NTF 10912
TOTAL (Also enler on line 10, Recepiluiation) $
(If more space is needed, insert additional sheets of the same size)
19.68
Copyright Forms Soltware Only, 1997 Nelco, Inc.
. REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Anne HiqqlIlS
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Mary A. Norton
1402 Country Drive
Mechanicsbt.u:g, PA 17055
2 Elizabeth Kelly
213 Ashland Avenue
New Bloanfield, NJ 07003
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Iaughter
Iaughter
21-2001-
AMOUNT OR
SHARE OF ESTATE
24,993.38
18,195.21
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
7 CPA13 NTF 10913
TOTAL OF PART II n 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 Forms Software Only. 1997 Nelco,lnc.
0.00
l-1'''~.",\; "to\' "'""1,
This is to certifY that the information here given is correctly copied from an original certificate of death du.1y filed with me as
Local Registr",.. The original certif1catewill be forwarded. to the State Vital.Records Office for permanent 61ing.
.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Pee for this certificate, $2.00
No.
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Local Reglstrar '
P 7121274
c!t~ ~ .JlM/
Date
Hl06143As..2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
TYPE/PAINT
"
PERMANENT
BLACK INK
N"'MEOFOECEOENT(F~", M~, lost)
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SWE Fll.t NUMIltA
SOCI...l SECUArTY NUMflER
OATEOFOEATH IMOnlh,Day, YaarJ
I. Anne Hi
AGE{lall Birthr;la~l
105
UNDEFI 1 YEAR
Month. o.~.
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Hour. ! M.....tes
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HOSPITAl OTHEFI
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DECEDENf'SIolAllltla...DORESS(S1rfOQl, CiI.llTown, SIa1o, Zip COde) DECEDENT'S
801 N. Hanover street ~~Y:-toCE
Carlisle, PA 17013 ~;:'~~~..
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INFDA T'S M""lING AOORE (S""",,, Cily/bwl. SlaIe_ Zip Code)
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l'C!:NSENUMBER DRESlGNeD
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\Wo.S CASE REFERREO TO MEDICAL EXAMINERlCOAONER?
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PA 17
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LAST WILL AND TES'I'AMENT
OF
ANNE HIGGINS
I, ANNE HIGGINS, a resident of the Township of Manchester,
County of Ocean, and State of New Jersey, which I declare to be
my domicile, hereby make, publish and declare this to be my Will,
hereby revoking all previous wills and codicils made by me.
FIRST,
r direct that all of my just debts, funeral expenses,
and administration expenses be paid as Soon as practical after my
death.
~ECONO: All the rest, residue and remainder of my estate, both
real and personal, of every name, nature and kind whatsoever and
wheresoever the same may be situate, hereinafter referred to as my
residuary estate, 1 give, devise and bequeath to my husband, JOHN
HIGGINS, but if he predeceases me, or dies simultaneously with me,
or we both die in or as a result of a common accident or disaster, then
I give, devise and bequeath my said residuary estate, in equal shares,
to my daughters, MARY A. NORTON, also known as MARY H. NORTON, and
ELIZABETH A. KELLY, also known as BET'1'Y KELLY, or, if any of my said
daughters do not survive me, to her or thier surviving issue per stirpef
'l'HIRD.
I nominate, constitute and appoint my daughter, MARY' A.
NORTON, also known as MARY H. NORTON, Executrix of this Will.
If my
said daughter predeceases me, or for any reason fails to qualify, act
or continue to act as Executrix, then I nominate, constitute and
appoint ROBERT D. NORTON, the husband of my said daughter, MARY A.
NORTON, Executor hereunder in her place and stead.
FOURTH: The Executrix clnd Executor appointed herein shall not
be required to furnish any bond or other security in any jurisdiction
in which the Executrix and Executor may have occasion to act.
FIFTH,
I authorize and empower my Executrix or Executor, in
addition to any other powers conferred by the laws of the State of
New Jersey, the following powers in regard to my estate to be exercised
without the authorization of any court~
(al To retain in kind any property received by my Executrix
or Executor or to invest or reinvest the funds of my estate in such
manner as my Executrix or Executor deems proper whether or not the
property retained, or any investment or reinvestment made, is a legal
investment for fiduciaries;
(bl To make any distribution or division of my estate, partly
or wholly in kind, and, to facilitate such distribution or division
or for any other purpose which my Executrix or Executor may deem
beneficial to my estate, to sell, at a public or private sale, any
real or personal property I may own at my death, upon such terms as
my Executrix or Executor deems proper, and to execute and deliver
such conveyances and other instruments as may be required therefor.
SIXTH: .As used in this Will, one gender shall be deemed to
include and mean any other gender whenever necessary or appropriate,
dnd the singular number shall include the plural and vice versa.
IN WITNESS WllEREOr~, I have hereunto set my hand and seal this
I
day of _mwec-~
, 1984.
sl ArJ(lJe. I-I"OO;N~
MNE HIGGINS
(L.S. )
This Will was signed, sealed, published and declared by ANNE
HIGGINS, the above nameu Testdcrix, t.o be her Last Will and Testament
in the presence of each of US present at the same time, and we,
at her rE~quest, in her presence and in the presence of each other
have hereunto ~ubscribed our names as witnesses this 1St'
day of
_.--!'r1AiJ!--if:.. _______, \984.
5~()rrri f)..
fi1 MIiS
residing at "711 IYJl1iAJ 5tree-f
r /;{Tord J. Ufclikp
TomS !Civet(, .l.kuJJer5~
, /
residing at 13Jf J!ooset/ell- C~RoQa
!JA.l.AlI, /J.J,
-2-
I, ANNE HIGGINS, the Testatrix, sign my name to this instrument
this
I
day of
rn Mt:i+
, 1984, and being duly sworn,
dO hereby declare to the undersigned authority that I sign and execute
this instrument as my Last Will and that I sign it willingly, that I
execute it as my free and voluntary act. for the purposes therein
expressed, and that I am eighteen (IS) years of age or older, of sound
mind, and under no constraint or undue influence.
~ fiNAle I-I'~~'A)S
A NE HIGGINS
We, ~J(Ul'} It (Ylf+f!.nS and
the witnesses, sign our names to this instrument, and
C f,' (for-d J.
0.. pel,}. e
.
being duly sworn,
do hereby declare tothe undersigned authority that the Testatrix slgns
and executes this instrument as her Last Will and she signs it willingl~
and that each of us, in the presence and hearing of the Testatrix,
hereby signs this Will as witness to the Testatrix's signing, and that
to the best of our knowledge tha Testatrix is eighteen (18) years of agE
or older, of sound mind, and under no constraint or undue influence~
i 4-eoffr"/ IJ. (}?ftfI/ ')
5/ C/Jford J.
I
U~J/.kf'
,
STATE OF NEW JERSEY
SS
COUNTY OF OCEAN
Testatrix, and subscribed and sworn to before me
Subscribed, sworn to and acknowledged before me by ANNE HIGGINS,
by &P() /lr~
witnesses, this
the
_if.. iii fHGrL5-_ and('lflOrd J U!ti~j:e. ,
. I:f day of_--1l1/I/U!..1f , 1984.
sJ J L{.f)/..F /J-.. /PA,er,'5
I /
JUDY A. MARTIS
NOTARY PUdLlG 01" NIEW JElt8l:'Y
MY COMMIS810N EXPIRES SEPT. 12, '988
( Sea I)
- \-.
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'.....nl'!:tt..!""! '.J!'" '.:7\..'!) nl..)lwi['"".
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CHURCH
OF GOD
HOME
illL:j'llO/v}L
{i17} 249-5322
"",-~.. ...............'T'OTT .T....a.........T............ ,.,.......................m
O~~ ~Uttln n~NUVCtt ~~K~~~
INVOICE DATE
.......................,.,......... ..",......,
L~~~~~L~ ~~ ~I~~~
i--iARY A. NORTON
"Committed 10 CClring"
1 4Gi? ~OnNTRY DRTV-r.
\ 11!,l
....,.~ ""<'11......
! an-C1L''''' I
MECHANICSBURG; FA 17055
RESIDENT:
DATE
.. ~, I...... ,."'a <'11
t ,'..' ,:'!-.! ! lJJ".'
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'lJ.1/ .").L / IIJ t
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'lJ .1. / ."} t / \U ~
CHURCH OF
DAILY RATE: 140.00
HIGGINS, ANNE
RESIDENT NUioftEER:
02133
DESCRIPTION
DAYS
FREVIOiIS BALANCF:
.......... ........
.t II.'V.'. ~~.
01/01/01 - 01/31/01 31
,., _ _._ _. _ _. _ J __...
Ld.~J1 l.~C~lpL
SUFPLEMENTAL SHAKES
INCGNTINENCY-H
............ ^h
""_'''''\U_lIJVJ
TO....,." .......
-.,.,........liJ_:J.L
5.28
44.28
Ai--iRULANCE FEE
....,." ....n.
:J\U_'!1'lJ
..............T.......'Tr ,............................... ,.,TT............
Dl'~MU J r,l o~~.ar,rt ....,n\Jt""
REV SECURITY DEPGSI
....... .... ,~.
/..L _ 'lJ'lJ
..^....... ,.....
-'4!'LJOl..'iJ'lJ
--Continu..d-
.................. T ........__
'."7\.Jl.J nl.J!--l~
INVOICE DATE
........... .........'T""TrrTT.
O'lJ.L l"u~.tn
H~';N()VER STREE....
.. ..............
1. I'LJJ.~
~
CHURCH
OF GOD
HOME
n..... ,........ I.....
'lJ.L/VJo/VJ~
CARLISLE; P.';
(71!) 24'1-5322
iwiARY A. NORTON
"CQtllmjrredtoCuring"
(717)
........,... ..............
IOO-OVJLj, I
.. ........ ..........T T.TrrT...... 'Tr r">rT""'''~'''''
'Lj,'ll.:f. 1".'.JU1\l'!'t.!. Ut"..!. Vr",
......n........
L I'll:):)
MECHANIC3BURG FA
RESIDENT:
DAILY RATE: 140.00
HIGGINS, ANNE
^...... ........
IJ.JL1. .:'1_:
DATE
n..... '...... ,.....
IlJ L. / IJ.J ~,.' '!J 1.
RESIDENT NUMBER:
DESCRIPTION
DAYS
AMOUNT
- Currel1t periOd total -
-3933.44
~7/0J/01 - 02/05/01 4,
- Advai1c~d bill total
...,...^ <'11....
:1'nIlJ. VJI{)
.... ..... ,-~ ...n.
J r:oVI _ VIllI
NEW BALANCE
-3379>.44
03/27/01
10: 14
~1 302 934 2955
~s
~ 0021003
II alffirst
AUfirstFinanclal CenterN.A.
PO Box: 900
Millboro. DE 19966
March 27, 2001
Gates & Associates, P.C.
AttoTl\eys At Law
1013 M!lmmll Road, Suite 100
Lemoyne, P A 17043
Re: Estate of Anne HiS!Jlins
Social Security: 145-22-2014
Date of Death: Februarv 5.2001
Dear Sir or Madam:
Per your inquiry dated March 6, 2001 please be advised that at the time of death, the abow.named decedent had
on deposit with this bank the following:
1.
Type of Account
Relatlomhip Chg W/lnt
Account Number
0042697670
Ownership (Names oj)
Anne Higgins
Mary A. Norton
Opening Date
01/28/86
Balance on Date of Death
$6,549.45
Total
$ 2.12
$6,651.57 -----.-
Accrued Interest
2.
Type of Account
Money Fund Alternative
Account Number
0950279210
Ownership (Names oj)
Anne Higgim
Mary A. Norton
Opening Date
Balance on Date of Death
02/23/00
$36.641i.40
Accrued Interest
Total
$ 146.20
'$36, 792.6{)------
03/27/01
10:15
~1 302 934 2955
CIS
Ii!I 003/003
These accounts we1'&' converlf'dfr011l ihl! acquisition of another financial institution Unfortunately,
l/1e QJY! tlnnbl. to access any information pertaining to the dall! Ilfe. QCCOLlru WIts mmk joint
This letter does not include any QCCOU11I& in which ,he dtceased may have hun listed as Pow,. oj Attorney,
Omodian of Uniform Trafl{/ers. Representntive Payee, 0' Trustee ll1rt#r Q W,.Uten Agnl!~nt.
For furthe,. aCCOloCn, iriformatiOll, closures ~or reimbw.rtment oJ./untb ~/t"'o hfow hranch:
MF.CQANfCSBliRG OFFICE
5119 SIMPSON FERRY ROAD
MECflANICSBURG, PA 17055
717w255~20Jl
Sincerely,
~
Sue Kimble
Assistanllll
Cis Services, (302) 934-2909
PLEASE RETAIN THIS VOUCHER FOR YOUR RECORDS
-.
065059718
"'.02-23-00
1000012946 CD CHECK WITHDR~W~L
**$30,067.90**
CHECK M~DE P~Y~BLE TO:
MRRY ~ NORTON
-r~
AN-i
~~
o-uA
R~~~~~~
SECOND AND PINE STREETS . HARRISBURG. PENNSYLVANIA 17101 . 717/236-4041
--,
-.... ',..
N~S
'-""''''''''''''
I Harris Savings Bank - Home Equity Loan
Home improvement. new car, or a well deserved vacation.
Discover your home's hidden potential with a Harris Equity Loan.
Apply Todayl
02-23'c,:no 0942 :000012946 0181802 0475
30 ,067 . 90 >il,y
CD CHECK I,n frlDPAI.iAL
~.1~~
V ~)l
~
Check and other items received tor deposit are subject to the provisions of the Uniform Commercial Code. Cerlain
deposits are subject to delays in availability according to Bank policy.
TEL-cog 6198 THIS IS YOUR RECEIPT Member FDIC
'.
\
TRANSACTION RECEIPT
II allfirst
Deposits may not be
available for
immediate withdrawal.
AFB163 014196
RTl CHK/Hif [fP
1006 022300 15 0
950279210 $30067.90
BS-D992A-990S
PK 1000
,
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A.....:~lo'J<.;.
41 Green Pond Road
Rockaway, New Jersey 07866
.. A.G.Edwards &Sons 1m:
... INVESTMENTS siNCE 1887
March 14,2001
(973) 625-0400
800-526-1057
fax (973) 625-0567
Traci L. Sepkovic
Law Offices of Gates & Associates, P.C.
1013 Mumma Road Suite 100
Lemoyne, P A 17043
Dear Ms. Sepkovic:
We are in receipt of your letter dated March 6, 2001 regarding the Estate of Anne
Higgins. Below please find the information requested:
Ouestions
1&2
3.
4.
5.
6.
7.
Ouestions
1&2
3.
4.
5.
6.
7.
A.G. Edwards Account # 128-346201-027
Name: Anne Higgins & Mary A. Norton
Established: 10/11/93
NIA
Date of Death Value: $5,619.22
No A.G. Edwards interest paid I Alliance Fund dividends in the amount of
$47.74 ($lb.94 on 1/3/01 & $30.80 on 1/3/01)
NIA
A.G. Edwards Account # 128-436677-027
Name: Anne Higgins TOD Account (Transfer on Death)
Established: 2/26/97
N/A
200 shares ofSchering Plough - closing value on 2/5101 = $51.10 per
share I Cash = $ 4,548.29 TOTAL ACCT VALUE = $14,768.29
Money Market interest $29.95
NIA
If you need additional information or have any questions, please feel free to call.
Q'n~relYll
/ .()~
thony ) Perruso
Financial Consultant
"VI Way Rqint
r~' '_
LOOK FOR US. WE'LL GET YOU THERE.
t'/A;?
2:in,.
L!L j
MARCH 15,2001
GATES & ASSOCIATES
1013 MUMMA RD SUITE 100
LEMOYNE PA 17043
The information which you requested on the ANNE HIGGINS DECEASED
(Social Security Number 145-22-2014) is as follows.
Account Number(s) 1058185855
Class of Account CERTIFICATE
Date Opened 011691
Principal Balance 18233.06
Accrued Interest 9.64
Balance at Date of Death 18242,70
Account Ownership JTO
Name of Joint Owner, if any BETTY KELLY
Date Ownership Was Established 011691
Additional Information Requested
Z5~~o~'
Senior Services Rep.
P.O. BOX 171 I. HARRISBURG, PeNNSYLVANIA 17105-1711
Toll Free I-B66-WAYPOINT (I-B66-929-7646) . www.waypointbank.com
------~-----=- "-- ------:-'~--~----
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GUARANTEED FUNERAL GOODS AND SERVICES
1 '~~. "," '<"l,t, :', i,;' ;,H nISPOS"TlONiPlBuriar~"O Cremation ; 0 Other
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burial. If we ~harge for embalming, we will explain why beIOW:l0;"~;~~~; ~~;~~~~~~I~;t';g'?';~~>~;(~~;J~;
Use,ofJ'.ljCRi\!<:MSJaff@Jujp.~'.'t!or: Interior Material & Color A ~ v,rQ" I"~,,;,,',
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OUR SERVICE
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OTHER GUARANTEED MERCHANfJlSE(Speclfy)
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(s ify) ~'.Y_.' f':..:,; f" " -(' $ ) -, . LI """, :;t"'V/ 1'(.: ,:'.~'.'.,',Jl,_lr:'f'j,:(l' :~';f4;1,';~i',;i+/::':,;T:...;;rii;,':ic;.:~.~i'
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TOTJ.Isi~'y,cES ,'-::=;:: "f $'~'qS--.;.r' ,".,;~;,~- .,i'~t.j.TO~~::L~$f7'~~
REQUIRED PURCHASES. , .' .' .... . ~"?i;~~~~'1r,~,~':"~~')~GP,1~..Y'\1'll ~n~i) C;'~~,~T~ a~.r- f'.\~'t:~t11,',f''';~ ~ '.~, .
Charges are only for those items thai you selected or thai' are required. If we are teqlilred by law or bY-a cemdery'Oi: crematory to
use any itemS/we WiIIexplain the reasons in wntirigbelow: 'MY lCgaJ; ceinetery or crematory requrrement thii we repre~el\ted to
you as compelling the purchase of any goods and services called for by this Agreement is identified and"descu'bed below: ,",,:',;
Transfer ofpec,~se~i<--mi,)
.........
Family Car(s) #----.::... @ $_ each
Hearse
Escort
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$ 44!~V . GraveOpeni:g and Closing #-h(.t/..y $ S~.r'-
D~thCertificate ' ,;!i'c: "". " "t "t," r., $ 4;;'", y: .,.1t'\,.~;saJes Tax,)" ~,,_,,:, . .';~., ;..,~;:~~~).,~t.;.~" ~'~::$"X~.;L~tE?
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Aowers'.-.'''''''iC ,'.,iT, ',,' " ,," ',' ",;;, $ /A'.il11t. ",' -".""Other(Specify)~-m-' 6-<-U/~/Jft/r:$ -, '," 7.f'-
. ~ , i :', _' ,,_ , T' .- ." .J. - --' _" ..~ f ~ - . ;ttr _ ., . .
Clergy Honorarium "'7:) ... jr $ //0, or) .'" ,,;..," '" .';!,,$' ',' ,
$ ;rO--
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Acknowledgement'cards
Obituary Notices
Music,
We charge you ,for our services in ob,taining: ,
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':'ALLOWANqFOiu:ASHADVANCEITfMs', $ ""'7 G, 0
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Funeral F~ ~e , . '
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Address
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Funeral Recipient (Insured~ '
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'1/ .7
Telephone Number
1002--07
2~ WHITE COPIES. Company
YELLOW COPY - Funeral Finn
PINK COPY - Family
o 1993 Forethought'
1193
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SALES CONTRACT AND
TEMPORARY BURIAL AGREEMENT
DATE 2/9/.?txJ/
LCE:~~~~'::'::~k;;P~
.~ - . . " .' .
N!.
2897
.... '--:>Ill .? _ J'.,
.... Diocese of Harrisbc.rg! " .
~ Post Of(jce Box 3651. ,.',
HarrisbLrg, Pemsytvania 17105
, Office' of c~~,~cef~res
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". JSALESMAN NO.
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, :' :>;:. >;.EASEMENl NO:
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NAME;.#/; /?q A,,6A?7oN
ADDRESS /71't1~ (b~h(J7~~ ~.e
CITY ~O/.4A-1/('$dU~
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, FAMILY PROTECTION
'~
!:TATE
ZIP CODE /~$'5
Interment Spaces ." . . . . @
,
s
,. Price.". ;':". ". . .. .:. ...."".... .. . ..
',' ... " C', ,. "-"'0 ,6'~H/U-lJ
2. Down Payment. . . ... . . . .. .". ,~ . . . . . . .
, 3. Lnpaid'~~:nce(i21 ~f:;'.;;... ~; " {:. :-: "
4. Financ:,:Charge . " . . . '," . ... " ... . . . . . . . .
5. Deferred Payment Amount (3-+41 ." . . . . . . . .
.' . ,. .,-.' '" "
6. Total Price (1+41 . : . ;. . . . ... .. . .. . " . . .
7. Approximate Monthly Payment" . . . . . . . . . .
8. Number of Monthly Payments... .... .... ...
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s/a'CI. t10
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ronze emorIBS:~ ~..... @
Size
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dl;///t;' ,6ZZ.. Ll("dvc,
Foundations. . . . . . . . . . . , @
s
/t1a? M
Burial Vaults . . . . . . . . . @
s
CryptSpaces . .'....:..@
s
9. First Mo~t~I.~ Payment DU,e :;. ',c:'. . .. .. . .
" 10. Annual Perceritage Reie .~. ;:: . . .. " . . . . . ~ .
.~ -;-:;- :. ,.~?iit,::'i--~.~';,:; ~;- _:':,;-~.~.~~_,;.~;~-.// ',:.':: .-;::: ii:,'.;:'--':_-:;:i~:C~:' ,.' ,'-'
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Section
..3';
Lot~ 9
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Terms:
Cash
. /cc2J <<J
Grave(s)
".-;
''-''-''
Block
Cryptesl
90 Days
Selection must be made within 30 days or cematery will make choice.
Installment
,....
- The payment is d~e on the date stated abow and the remaining payments on the same day of each succeeding month.
- Buyer may prepav' in advance the full amount due without penalty and will be entitled to a proportionate refund of the unearned
finance charge. ,,-,' ,
'-Upon default. in,the payment'Or.anVinslallmentduehereunder for ..period in.excess:of one hundred.twenty (120) days, ,Seller
ma~_~ at its option...~oid this agreeme~t and retain all payments made by Buyer as.uquid~ted ~am~es. .
- Buyer hereby acknowledges receipt of an exact executed copy of this agreement at the time of execution hereof,
- Before any buria'"Is permitted in this lot, or any memorial placed on this lot, the price of the grawe and memorial must be paid
,in full. ~,
,
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,
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;
-The Purchaser(s) agree(s) to abide by all rules and regulations of the cemetery now in force as well as any rules and regulations
~ ~"":.hich may hereafter be adopted. Said rules and regulations may be seen upon request at the Seller's office.
- Upon fulfillment of the conditions of this agreement and receipt of all the abow described payments, Seller agrees and binds itself
.to cOnvey to the Buver. by its cemete'ry easement. for interment purposes only. the aboVe me-ntioned number af ,",ires.
:: '..' '. . '----," ':'" '.- . '.- ,.,:,.'. ':".: '
- YOU, THE PURCHASER,MAY CANCEL THIS TRANSAglON AT ANY TIME PRIOR TO MIDNIGHT OF THE THIRD
BUSINESS DAY AFTER DATE OF THI~ TRANSACTIDN.SEETHE ATTACHED NOTICE OF CANCELLATION FORM FOR
AN EXPLANATION OF THIS RIGHT ' .,' .
, , '
Q
,
<.'<\....
'/.' .I't, :
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I '(Purchaser's Signature)
(Co-purchaser's ~ignature)
BPf5900
NOTICE: See other side for additional information.
, ,
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t.;.i'717-6'":.',f. -
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13:~J7 1'1'1
IE~: 881:; .~
:L PRE: :ifiLE
:itSP~ ~UTh/T,v,T,. lit 1
:'j~5108
S~H;~
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1--
$
,-;'''- .-
2~~:
5~
~:!,0.
AMOUNT:
SuBTOTAL~
'$
GRATU.T'Y-'.~
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, U :: ~';L ~~
'$
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~C:~~~~~i1~ ~ i~:~~~~:~~i~~~:~~ ~~~~i~T
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,;~~r!~D~6,:;Em~SEBnA~H'~~~i';O[U3TGc '
02/02/oi .
Oper: KI
IRS #
251792806
Statement
Page: 1
QUANTUM IMAG&THERA ASSOC (HOLYSP.
POBOX 2226
YORK, PA 17405-2226
Tel: 8005297621
Acct: 20567164-1 /MO 145222014
Pat : HIGGINS, ANNE 01/30/10
Tel:
Ins1: MEDICARE 145222014A
Ins2: UNITED HEALTHCARE 145222014
Date
Bal
HIGGINS, ANNE
1700 MARKET ST 152
CAMP HILL,PA 17011
Diag Ref C.P.T Qt Procedure
Pic Prv Amt
--------------------------------------------------------------------------------
12/20/99 789.004332 7402226 1
01/20/00 4332 MCCK
101623545
01/20/00 4332 MCDS
12/21/99 154.0 4332 7416026 1
01/20/00
101623545
01/20/00
09/06/00
12/21/99
01/20/00
101623545
01/20/00
09/06/00
09/06/00
12/22/99
01/20/00
101623545
01/20/00
09/11/00
09/11/00
02/02/01
02/02/01
Referral
4332 MCCK
154.0
4332 MCDS
4332 MTCK
4332 7219326 1
4332 MCCK
511. 9
4332 MCDS
4332 MTCK
4332 INCP
4332 7126026 1
4332 MCCK
ABDOMEN MIN 4V W/PA CHE IH HA
MEDICARE CHECK IH HA
MEDICARE fiRITE-OFF
CT ABDOMEN ENHANCED
MEDICARE CHECK
MEDICARE fiRITE-OFF
UNITED HEALTH CARE
CT PELVIS ENHANCED
MEDICARE CHECK
CK
IH HA
IH HA
IH HA
IH HA
IH HA
IH HA
IH HA
IH HA
IH HA
IH HA
IH HO
IH HO
66.00
-12.77
3.15'
-50.04
275.00
o.oc
MEDICARE fiRITE-OFF
UNITED HEALTH CARE CK
INSURANCE CO-PAY
CT THORAX ENHANCED
MEDICARE CHECK
-50.17
-212.29
-12.54
275.00
-45.62
10.38
-217.98
-1. 02
10.38
275.00
-48.91
6.11
4332 MCDS MEDICARE fiRITE-OFF IH HO -213.86
4332 MTCK UNITED HEALTH CARE CK IH HO -6.12
4332 INCP INSURANCE CO-PAY IH HO 6.11
DEAR MS. HIGGINS, PLEASE REMIT BALANCE DUE. THANK YOU KIM
DEAR MS. HIGGINS PLEASE REMIT PAYMENT THANK YOU KIM
Physician: SOLLENBERGER, LARRY L MD
Regular Balance: $
9~ ;;}3j()(
~ fl- J ?:Z(.
..p 17. {, y
19.68