HomeMy WebLinkAbout01-0661
PETITION FOR GRANT OF LETTERS
Estate of Norman A. Anderson No. ;,\ - 01 - to Co L
also known as
, Deceased
Social Security No. 188-05-7944
Petitioner(s). who is/are 18 years of age or older, apply)ies) for :
(COMPLETE "A" OR "B" BELOW:)
(i)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix
Decedent, dated 12/21/00 and codicil(s) dated
named in the Last Will of the
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 executicn of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.I.a., d.b.n.c.l.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Lemoyne, Cumberland County, Pennsylvania, with his/her last family or principal
residence at 142 North 4th Street, Lemoyne, P A 17043
Decedent, then 83
years of age, died June 21
(list street, number and municipality)
, ~ , at Harrisburg Hospital, Harrisburg, P A
(Locatio ,)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total .......................................................... ........................................................... $
1,000.00
60,000.00
61,000.00
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petitio, and the grant of letters in
the appropriate form to the undersigned:
Typed or printed name and residence
Karen L. Hoffman
113 North Sorting Hill Road
Mechanicsburg, P A 17050
. 1_ r>.
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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 well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
before me this 11th
day of
DECREE OF REGISTER
Estate of Norman A. Anderson
Deceased
No._
21 - 01 - 661
also known as
Social Security No: 188-05-7944
Date of Death: 6/21/01
AND NOW, July I'Z- 2001
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters IZI Testamentary CJ of Administration
, in consideration of the Petition on the
((c.t.a., d.b.n.c.t.; pendente lite; curante absentia; durante minoriate)
are hereby granted to Karen L. Hoffman
in the above estate and that the instrument(s), if any, dated December 21,2000
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
Inventory ................................
$
$
) ............... :~$
$
$
$
$
$
3.00
MARY CLEWIS
FEES
Letters .......................... .......... $
115.00
Short Certificates(s) m....~........
Renunciation ............ ..............
Extra Pages (
6.00
Signature
I. T.R............... ........................
JCP Fee .................................
5.00
Attorney: Elizabeth P. Quigley, Esquire
I.D. No: 6346
Address: P. O. Box 428,26 East Main Street
New Bloomfield
Other ......................................
PA 17068
TOTAL .............................$
129.00
DATE FILED:
t'i1U).K()) to.\" \}/,~6
This is to certifY that the information here given is correctly copied from an original certiflcate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7430527
No.
~ /7( ~-r-
Local Registrar
JUN 2 2 2001
Date
14J Rev 2181
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
SlATE F1lt *J....."
SOCIAL SECuRITY NUMBER
NAME OF DECEDENT IFltSl. M~.l_.
.. NOlLma.n A. AndVl-60n
SEX
2. Ma..te
AGE (L" Bit1hdoy)
UNDER' YEAR
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DATE Of INJURY
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.PROMCM...... AND CE.RllF'f1NG fIH'fSlClAH t~ t::Oh o>ronouoc:lf\g ONi'1 and cetWYIOQ to UUSI ~ dealh)
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R ORE EO~'9"!'-
o I. ,V'-t/~7?r-c- l!L. tR/~1
NAME ONO _SSOf ~RSOM WltOCOMP\.ETEOCAUllEOf DEAlH .
(11cm21lTypeo<P'in1 7P'h~ tf). tiff/hMw
2j';4'~ /- ?,..,/ $/":.) '11"~
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I:d:::':; d/1/J I ....
LAST WILL AND TESTAMENT
I, NORMAN A. ANDERSON, of 1242 North 4th Street, Lemoyne, Pennsylvania
17043, Cumberland County, Pennsylvania, do hereby make, publish and declare this to
be my last will and testament, hereby revoking all wills heretofore made by me.
1. I direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient after my decease. I direct that all
inheritance taxes imposed or payable by reason of my death and interest and penalties
thereon with respect to all property, whether or not such property passes under this Will,
shall be paid by my personal representative out of my estate.
2. I authorize and empower my personal representative to sell any realty
and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient deeds and/or
bills of sale therefore, in fee simple, as I could do if living. My representative is
authorized and empowered to engage in any business in which I may be engaged at my
death, for such period of time after my death as seems expedient to said representative.
3. I give, devise and bequeath all of my estate of whatever nature and
wherever situate to my daughters, Norma Wood and Karen L. Hoffman, share and
share alike, the child or children of any deceased child taking the share their parent
would have taken if living.
4. I nominate and appoint Karen L. Hoffman to be the personal
representative of my estate, to serve without bond. If she cannot or does not serve,
then I appoint Norma Wood to be the substitute personal representative, also without
bond.
"
5. I suggest that my personal representative retain the services of Harold S.
Irwin, III, Carlisle, Pennsylvania in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 21st day of
December, 2000.
~ a I~ (SEAL)
NORMAN A. ANDERSON
Signed, sealed, published and declared by the above-named person as and for a
last will and testament, in our presence, who at said person's request, in said person's
presence and in the presence of each other have hereunto set our names as
subscribing witnesses.
~JJ (/161] MirJrnJJ
~/t rd~0~
ACKNOWLEDGMENT AND AFFIDA VIT
WE, NORMAN A. ANDERSON, RHONDA S. VON KLlTZING and HEATHER
A. BARBOUR, the testator and witnesses respectively, whose names are signed to the
foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the testator signed and executed the instrument as his last will and that he
had signed willingly, and that he executed it as his free and voluntary act for the
purpose herein expressed, and that each of the witnesses, in the presence and hearing
of the testator, signed the will as a witness and that to the best of their knowledge the
testator was, at that time, eighteen years of age or older, of sound mind and under no
constraint or undue influence.
~~,~~
NORMAN A. AN E N
~). ~~{~
RHONDA S. 0 KLlTZIN
l1.tJ.L ~ f{~/b-
HEATHER A. BARBOUR
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
:ss:
Subscribed, sworn to and acknowledged before me by NORMAN A.
ANDERSON, the testator herein, and subscribed and sworn to before me by RHONDA
S. VON KLlTZING and HEATHER A. BARBO ,witnesses, this 21st day of
December, 2000.
Notarial Seat
Harold S. Irwin III, Notary Public
Carlisle Boro, Cumberland County
. ,.,.,Issien Expires Sept. 23. 2002
'; ., y",:;ia Association of NofaI1ft
.. - ..
Cumberland County
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Norman A. Anderson
Date of Death: 6/21/01
Estate No. 21-01-661
SSN: 188057944
File No.
Date Letters Granted: 7/12/01
Will or Administration 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 7/24/01
Address
113 North Sporting Hill Road
Mechanicsburg
4600 Timbery Court
Jefferson
PA 17050
Name
Mrs. Karen L. Hoffman
Mrs. Norma Wood
MD 21755
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: 7/24/01
lizabeth P. Quigley, Esquil~_
Name (Please type or print)
Capacity:
Personal Representative
x
Counsel for Personal
Representative
Address
26 E. Main Street, P.O. Box 428
New Bloomfield P A 17068
Telephone No. (717)5_81::l335~__~__
IN THE COURT OF COMMON PLEAS, CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF
N A ANDERSON
Register's # 2101661
Deceased
CLAIM
To the Clerk of the Orphans' Court Division:
Index and make proper entry in your official records of the
claim of Citibank (South Dakota) N.A. in the amount of $7,636.68
against the estate of the above-named decedent. This claim is
filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S. ss. 3532
(b) (2).
The said decedent, whose last known residence was at
4TH ST LEMOYNE P A 170431605
142N
Wri tten notice of this claim was given to ELIZEBETH P
QUIGLEY, Att'y, P.O. BOX 428, NEW BLOOMFIELD, PA 170680000 on August 29,2001.
(C alman
Tammy A eIo e, Manager of Citicorp Credit Services,
Inc. under Ited power of attorney for Citibank (South
Dakota) N.A.
7930 NW 110 Street,
Kansas City, MO 64153
(Claimant's Address)
08/29/200 1-188
Acct. #542<1180227785588
~~
07/05/01
~~~l~~mmH~iw~~~r
$7636.68 $159.00
@i~~@~~~@~fl r~~~~~~~g~i@t~
SITE:KC
TM:6375 ACID:
08/09/01
KCB1258
22:56:45:
N A ANDERSON
142 N 4TH ST
LEMOYNE
17043-1605000
CITI CARDS
P.O. BOX 8107
S HACKENSACK, NJ
07606-8107
PA
Citi~ Platinum Select~' Card
For Customer Service, call or write
1-800-950-5114
Account Number
5424 1802 2778 5588
Payment must be receIved by 1:00 pm local tIme on 07/05/2001
To report billing errors, M'lt.
10 this ._..... .001Inq will
not preserve your rlqhts.
BOX 6500
SIOUX FAllS,
57117
:" ~::;:
",;",,:;
statement/Closing Date
06/U/2001
Total Credit Line
$14100
Available Credit Line Cash Advance Limit Available Cash Limit
$6463 $4600 $519
Amount Ove r purch/ Adv
Credit Line Past Due Minimum Due
$0.00 + $0.00 + $159.00
.............<X~,,\ittyl~_LMf~H't~ifii~jjij;VlliiliN;ij (f!iDzii;';./c#.t1/./ "it ;'cl1WiiXfl
PAYMENT THANK YOU
70 0000 0
ADVANCES*FINANCE CHARGE*PERIODIC RATE
84 0000
PURCHASES*FINANCE CHARGE*PERIODIC RATE
84 0000
nf/iW\t,:
1~f!: ..te Mt Oate
5/21
6/11
6/11
'?Rjft~i_Ht.,i.ii$j;
41618248
000
-200.00
71.30
0000000 0
40.41
0000000 0
Send money abroad with the click of a mouse! Now
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Account Summary Previous (+) Purchases & (-) Payments & (+) FINANCE (=) New
Balance Advances C re dlts CHARGE Balance
PURCHASES $3,639.02 $0.00 $123.64 $40.41 $3,555.79
ADYANCES $4,085.95 $0.00 $76.36 $71. 30 $4,080.89
TOTAL $7,724.97 $0.00 $200.00 $111. 71 $7,636.68
Days ThIs 81111ng PerIod: 32
Rate Summary Balance Subject to PerIodic Nominal ANNUAL PERCENTAGE
Finance Charge Rate APR RATE
PURCHASES
Standard Purch $3,573.71 0.03534%(0) 12.900% 12.900%
ADVANCES $4,068.03 0.05477%(0) 19.990% 19.990%
PLEASE REFER TO THE REVERSE SIDE OF THE ORIGINAL STATEMENT FOR PAYMENT INFORMATION.
Make check or money order payable In U.S. dollars on a U.S. bank to Cill Cards. Include account number on check or money order. No cash please.
Citicorp Credit Services, Inc.
A Subsidiary of CitiGroup
Kansas City Regional Center
7920 N.W. 110th Street
Kansas City, MO 64153
August 29, 2001
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE
ROOM 102
CARLISLE, PA 17013
RE: The Estate of N A ANDERSON
File Number: 2 10 16 61
Dear SirIMadam:
Please find enclosed our claim against the above-mentioned estate. Please return a "FILED" stamped copy in the
enclosed envelope.
Payments should be sent to:
Citibank
P.O. Box 8001
South Hackensack, NJ 07606
Please reference the account number on the check. Thank you for your attention to this matter.
Very truly yours,
Tammy Anze 0 e
Manager
MB/mm
0274c (Court)
Enclosure
08/291200 1-188
c
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
NORMAN ANDERSON
, Deceased
No. 21-2001-661
of 2001
To the Clerk of the Orphans' Court:
Enter the claim of DISCOVER FINANCIAL SERVICES, !NC.
Acct. 6011002795528546
In the amount of
$437.00
, against the above entitled estate.
The decedent, who resided at 142 N 4TH ST, , LEMOYNE PA 17043
died on
6/21/2001
. Written notice of said claim was given
to KAREN L HOFFMAN
,if known to claimant, at
(Personal Representative or counsel)
113 N SPORTING HILL RD, MECHANICSBURG, PA 17050
on
September 5,2001
(Date)
~w1fr
(Claimant)
Address:
5330 East Main Street, Suite 200
Columbus, Ohio 43213
N/ /J
Claimant's Counsel /
Address
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
NORMAN ANDERSON
, Deceased
No. 21.2001.661
of 2001
To the Clerk of the Orphans' Court:
Enter the claim of DISCOVER FINANCIAL SERVICES, !NC.
Ace!. 60110027%528546
In the amount of
$437.00
, against the above entitled estate.
The decedent, who resided at 142 N 4TH ST, , LEMOYNE PA 17043
died on
6/21/2001
. Written notice of said claim was given
to KAREN L HOFFMAN
,if known to claimant, at
(Personal Representative or counsel)
113 N SPORTING HILL RD, MECHANICSBURG, PA 17050
on
September 5, 2001
(Date)
~w~
(Claimant)
Address:
5330 East Main Street, Suite 200
Columbus, Ohio 43213
Claimant's counsf/-fId
Address
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WELTMAN, WEINBERG & REIS
Co., LP.A.
C/
~?-
ATIORNEYSAT LAW
323 W. Lakeside Avenue, Suite 200
Cleveland, Ohio 44113-1099
216.685.1000
www.weltman.com
COLmmus
614.228.7272
CINCINNATI
513.723.2200
PITTSBURGH
412.434.7955
DETROIT
248.362.6100
October 22,2001
Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Re:
Estate of Norman A. Anderson
Case No. 21-01-00661
Our Client: Bank of America N.A.
Account No. 5393641000001094
Balance Due: $3,059.22 together with interest at the rate of
10.00% per annum from October 23,2001
Our File No. 02299641
'1<
Dear Clerk of Courts:
This law fIrm represents Bank of America N.A. in connection with its claim which we wish to fIle on our client's behalf into
the estate of Norman A. Anderson, deceased. Enclosed is our check in the amount of$15.00 which we understand is the f1ling
fee for this claim.
Our client's claim is based upon its account number 5393641000001094 in the amount of $3,059.22 plus interest which
continues to accrue. Included with this letter is the claim form which we wish to present to this court and which we are
forwarding to the attorney and/or fIduciary of this estate.
It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our offIce and to
the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the
undersigned. Thank you for your cooperation in this matter.
Sincerely,
TtLWsfrL ~ Wer
Legal Assistant
(216) 685-1022
TLGgwm
Enclosures
cc: Karen L. Hoffman, Fiduciary
Liz P. Quigley, Esquire
WELTMAN, WEINBERG & REIS
Co., L.P.A.
ATTORNEYS AT LAW
323 W. Lakeside Avenue, Suite 200
Cleveland, Ohio 44113-1099
216.685.1000
www.weItman.com
COLUMBUS
614.228.7272
CINCINNATI
513.723.2200
PITISBURGH
412.434.7955
DETROIT
248.362.6100
October 22,2001
CERTIFIED MAIL
Karen L. Hoffman, Fiduciary
113 N Sporting Hill Road
Mechanicsburg, P A 17050
Re: Estate of Norman A. Anderson
Case No. 21-01-00661
Our Client: Bank of America N.A.
Account No. 5393641000001094
Balance Due: $3,059.22 together with interest at the rate of
10.00% per annum from October 23,2001
Our File No. 02299641
Dear Ms. Hoffman:
This law fIrm represents Bank of America N.A. with respect to the claim which we wish to fIle in the estate of Norman A.
Anderson. It is our understanding that you are the Fiduciary of the estate.
We are asking that you please accept our client's claim which is based upon its account number 5393641000001094 in the
amount of$3,059.22 plus interest.
Please direct all correspondence and disbursements with respect to this estate directly to our office. It would also be
appreciated if you contact us to advise us when you anticipate making disbursements in this matter so that we may mark our
fIle for follow-up at that time.
Thanking you in advance for your cooperation in this matter.
This law fIrm is attempting to collect this debt for our client and any information obtained will be used for that purpose.
Lastly, do not hesitate to contact us to further discuss this matter.
Sincerely,
-. ~ fu'81-
j~s .
Legal Assistant
(216) 685-1022
TLGgwm
cc: Karen L. Hoffman, Fiduciary- regular mail
Liz P. Quigley, Esquire
PROOF OF CLAIM
STATE OF PENNSYLVANIA: SURROGATE'S COURT
COUNTY OF CUMBERLAND
PROOF OF CLAIM IN THE
MATTER OF THE EST ATE
OF
Norman A Anderson
ESTATE/FILE N~=1~0~~.E2 :00
t;
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STATE OF NEW YORK
ERIE COUNTY
ss.:
On this 13th of February 2002, before me personally appeared Cheryl Ziccardi, an officer ofHSBC
at its office at PO Box 2103, Buffalo, New York 14240-2103, who, being duly sworn, deposes and
says: That the annexed claim consisting of the outstanding balance on credit card account
#M7138303134 amounting to the sum of $7,108.71 as of 06/15/0101, is justly due to this deponent
from the estate of Norman A Anderson, that all payments have been credited and that there are no
offsets against the same to the knowledge or belief of the deponent. Interest, fees, costs, expenses,
advances will continue to accrue on the specified balance at the finance charge set forth in the
loan/line agreement/note until paid in full.
HSBC
By:
Cheryl Ziccardi
Estate Recovery
Subscribed and sworn to before me
This _ day of , 2002
NOTARY PUBLIC
CORPORATE VERIFICATION
ST ATE OF NEW YORK
COUNTY OF ERIE sS.:
Cheryl Ziccardi, being duly sworn, says that I am an officer ofHSBC, the banking organization
named as claimant; I have read the foregoing claim and know the contents thereof; the same is true
of my own knowledge, except as to the matters therein stated to be alleged upon information and
belief, and as to those matters I believe them to be true; the reason why this verification is made by
me and not by the claimant is that the claimant is a banking organization under the laws of the State
of New York and the source of my information and the grounds of my belief as to all matters in the
claim not stated upon my own knowledge are investigations which I have made or caused to be
made concerning the subject matter of this claim and information acquired by me in the course of
my duties as an officer of the corporation.
HSBC
By:
Cheryl Ziccardi
Recovery Officer
Subscribed and sworn to before me
This _ day of
,2002
NOTARY PUBLIC
AFFIDAVIT OF SERVICE BY MAIL
STATE OF PENNSYLVANIA: SURROGATE'S COURT
COUNTY OF CUMBERLAND
PROOF OF CLAIM IN THE
MATTER OF THE ESTATE
OF
Norman A Anderson
ESTATE/FILE NO. 21-2001-661
STATE OF NEW YORK
ERIE COUNTY
ss.:
Barbara Guzman, being duly sworn, deposes and says that (s)he is over the age of eighteen years;
and that on the 13th day of February, 2002, (s)he deposited a true copy of the Verified Claim, a
copy of which is attached, contained in a securely closed and postpaid properly addressed wrapper
by certified mail, return receipt requested, in an official depository under the exclusive care and
custody of the United States Postal Service within the State of New York addressed to the
fiduciary/attorney hereinafter named, at he place and address below stated:
Name and Address of Fiduciary:
Karen L Hoffman
163 N Sporting Hill
Mechanicsburg, P A 17050
Name and Address of Attorney:
Elizabeth P Quigley
PO Box 428
New Bloomfield, P A 17068
Signature
Subscribed and sworn to before me
This _ day of , 2002
NOTARY PUBLIC
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HSBC ID
To Whom It May Concern:
01-/-01-- ~01
Attached is a Proof of Claim. Please send a check for the amount specified to:
HSBC Bank USA
P.O. Box 2103
Buffalo, NY 14240
Attention: Estate Recovery
If you have any questions or concerns please call our office at 1-800-392-0986 between
the hours of 8:00 a.m. - 4:30 EST at one ofthe following extensions:
* Donald E Neureuther III - ext. 6860
Thank you for your courtesy extended in this matter.
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HSBe Bank USA
251 Main Street, 2nd Floor, Buffalo, NY 14203
HSBC m
Cumberland County Surrogates Court
1 Courthouse Square
Carlisle, P A 17013
To Whom It May Concern:
Here is the $5 check you requested for filing of our claim. We originally mailed a check
that was of a lesser amount. The docket # for the estate is 21-2001-661. The estate is for
Norman A. Anderson.
If you have any questions or concerns please call our office at 1-800-392-0986 between
the hours of 8:00 a.m. - 4:30 EST at one ofthe following extensions:
* Donald E Neureuther III - ext. 6860
Thank you for your courtesy extended in this matter.
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HSBC Bank USA
251 Main Street, 2nd Floor, Buffalo, NY 14203
made concerning the subject matter of this claim and information acquired by me in the course of
my duties as an officer of the corporation. 1
HSB
By:
Subscribedrnd sworn to before me
This ~tlay of ~rch
mJJJiuJ1;
NOTARY PUBLIC
,2002
MICHAEL DELVA.LLE
Notary Put'c' State 01 New York
i~; kllhlGd ;n Erk' C:Junty
My COiii",:s'mj(, Emires 06/17/2002
AFFIDAVIT OF SERVICE BY MAIL
STATE OF PENNSYLVANIA: SURROGATE'S COURT
COUNTY OF CUMBERLAND
PROOF OF CLAIM IN THE
MATTER OF THE ESTATE
OF
Norman A Anderson
STATE OF NEW YORK
ERIE COUNTY
ESTATE/FILE NO. 21-2D01-6618
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ss.:
r"",~,
Barbara Guzman, being duly sworn, deposes and says that (s)he is over the age of eighteen years;
and that on the 14th day of January, 2002, (s)he deposited a true copy of the Verified Claim, a copy
of which is attached, contained in a securely closed and postpaid properly addressed wrapper by
certified mail, return receipt requested, in an official depository under the exclusive care and
custody of the United States Postal Service within the State of New York addressed to the
fiduciary/attorney hereinafter named, at he place and address below stated:
Name and Address of Fiduciary:
Karen Hoffman
113 N Sporting Hill Rd
Mechanicsburg, P A 17050
Name and Address of Attorney:
Elizabeth P Quigley
PO Box 428
New Bloomfield, PA 17068
Subscriber and sworn to before me
This ~ day of (l)dirr h ,2002
1!IJJ IJ/ijM
NOTARY PUBLIC
MICHAEL DELVALLE
Notary PUp1ic, Swte of New York
l,\;~tlJOd in Eli~, County
My COITiII1!35iOn Expires 06/17/2002
SAS004
Go To:
Customer Information File
Statement History - Revolving Credit
Account Header - Statement Date 06/15/2001
System Account Number
MCP 7138303134
FDR Acct: 5215317138303134
MASTERCARD/VISA
Name/ ANDERSON,NORMAN A
Address: 142 N 4 TH ST
LEMOYNE PA 17043-1605
Statement period: 05/16/2001 thru 06/15/2001
Prev Statement Date: 05/15/2001
Due Date:
Min. Payment. Due:
Statement Balance:
03/14/2002 16:11
+
07/10/2001
130.71
7108.01
PF1=HELP
PF3=EXIT
-------------------------------~------------------------------------------------
-------------------------------------------------------------------------------
PF8=FRWD TO SEE TRANSACTIONS
PF12=CANCEL
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PROOF OF CLAIM
STATE OF PENNSYLVANIA: SURROGATE'S COURT
COUNTY OF CUMBERLAND
PROOF OF CLAIM IN THE
MATTER OF THE ESTATE
OF
Norman A Anderson
ESTATE/FILE NO. 21-2001-661
STATE OF NEW YORK
ERIE COUNTY
ss.:
On this 14th of March 2002, before me personally appeared Cheryl Ziccardi, an officer ofHSBC at
its office at PO Box 2103, Buffalo, New York 14240-2103, who, being duly sworn, deposes and
says: That the annexed claim consisting of the outstanding balance on credit card account
#M7138303134 amounting to the sum of$7108.01 as of 06/05/01, is justly due to this deponent
from the estate of Norman A Anderson, that all payments have been credited and that there are no
offsets against the same to the knowledge or belief ofthe deponent. Interest, fees, costs, expenses,
advances will continue to accrue on the specified balance at the finance charge set forth in the
loan/line agreement/note until paid in full.
By:
SubscribeQ and sworn t~ before me
This ~ day of f}'tuA1 , 2002
1!kki ~I (jiJ;
NOTARY PUBLIC
MICHAEL DELVA'~
Notary Public. State of~~ " ci
Qualified In Ene COl@:Y.. . 02 N
My Commis5\on Expires 06/17/20
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CORPORATE VERIFICATION
-'~!
STATE OF NEW YORK
COUNTY OF ERIE sS.:
Cheryl Ziccardi, being duly sworn, says that I am an officer ofHSBC, the banking organization
named as claimant; I have read the foregoing claim and know the contents thereof; the same is true
of my own knowledge, except as to the matters therein stated to be alleged upon information and
belief, and as to those matters I believe them to be true; the reason why this verification is made by
me and not by the claimant is that the claimant is a banking organization under the laws of the State
of New York and the source of my information and the grounds of my belief as to all matters in the
claim not stated upon my own knowledge are investigations which I have made or caused to be
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
ELIZABETH P QUILEY ESQUIRE
26 EAST MAIN STREET
PO BOX 428
NEW BLOOMFIELD, PA 17068
__n____ fold
ESTATE INFORMATION: SSN: 188-05-7944
FILE NUMBER: 2101-0661
DECEDENT NAME: ANDERSON NORMAN A
DATE OF PAYMENT: 03/20/2002
POSTMARK DATE: 03/19/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 06/21/2001
NO. CD 000978
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $556.21
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TOTAL AMOUNT PAID:
$556.21
REMARKS: ELIZABETH P QUIGLEY ESQUIRE
CHECK# 4426
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
/
LAW OFFICE
ELIZABETH P. QUIGLEY
26 EAST MAIN STREET
P. O. BOX 428
NEW BLOOMFIELD. PENNSYLVANIA 17068
PHONE: (717) 1582-4335
FAx: (717) 1582-7697
March 19, 2002
Register of Wills
Cumberland County Court House
Hanover & High Streets
Carlisle, P A 17013
RE: Estate of Norman A. Anderson
File No. 2001-00661
To Whom It May Concern:
Enclosed please find my check in the amount of $556.21 representing payment on account of
the inheritance tax in the captioned estate.
Very truly yours,
~~/~/.u-
Elizabeth P. Quigley
EPQ:bb
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Allfirst Bank
Mail Code: 501-340
PO. Box] 7292
Baltimore. MD 21203
In the Estate of: Norman Anderson
Loan#: 1110-1870-0001
Estate No. 21-2001-661
Date: 10/10/01
CLAIM AGAINST DECEDENT'S ESTATE
The claimant certifies that there is due and owing by
Norman Anderson
deceased, in accordance with the attached statement of account, the sum of
$17.549.89 together with a per diem rate of $ 3.06 per day from 10/01/01 until paid
and that the account is correct as stated and is unpaid.
On behalf of the claimant, I do solemnly declare and affirm under the penalties of
perjury that the information and representations made herein are true and correct to the
best of my knowledge, information and belief.
allfirst Bank
Name of Claimant
~Jo
Signature of Clai~nt or person authorized to
make verification on behalf of claimant
P.O. Box 17292 501-730
Cosa Delgado, Sr. Analyst
Name and Title of Person Signing Claim
Baltimore. MD 21203
Address
(800) 338-4728 option 3
Phone Number
This is a true and certified copy sworn and subscribed before me this
o_ttrb.oJ ,2001.
r0..~~
NO~
JOWl day of
My commission expires
3-/ r:J rc/c ~
II allfirst
PO Box 17292
Baltimore, MD 21297
AFFIDAVIT
STATEMENT OF ACCOUNT
Type:
Revolving Second Mortgage
Account #: 1110-1870-0001
Debtor Name/Address:
Estate of Norman Anderson
113 N Sporting Hill Rd
Mechanicsburg, PA 17050
DISCLOSURE DETAIL
Pmts. Due: 8/05 & 9/05/01
Proceeds: N/A
Amt. Due: $515.92
Maturity Date: N/A
High Credit: $20,000
Note Date: 08/02/89
Terms: N/A
APR:. 6.50
Total:
Principal Balance (eff. 10/10/01)
$17,197.70
Add: Current Interest
Late Charges
$352 19
-0-
Other:
Payoff Balance (eff. 10/10/01)
-0-
$17.549.89
NOTE: Interest accrues at $3.06
per day from 10/10/01 forward.
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20001 11415~20:340
firstUni8 !;h"cUi'ed AGCOLiiTl
<'inti P.~",d~~rB!
\n~,!;.jG~~)SUr13 ,~~'h:r{ernI!3n't P~AgG:) o'j 4
P\'jnx: Rl2;te Index
, b. Upo~ any of the following Events of Default, a\ olJr 9Ption, we rnay,prohib,it a,c!diticnal ex1endons of cre'~it or red,uce your credillimit for a~ :on~Jas :he Event d
Defauit eXists: ,(1 ) the value ofth~ real estate sec,urlng this Account det?1in~s significantly belo~ the proper,ty s app~alsec.j v81\J19 for purpoSE's or the Accoum, (2) :,,'a
reasonably believe that, you Will oe unable to fulfill your r~payment ob!'(Jat!~)ns due to "\ Iliatenal charI!): III xour financial '~lrGurnstaflces, (3) 0iJVel~rn'~ntal actio\l
prevents us froll) imposlllfJ the agreed upon an,nual percem::!-ge rate or Impairs our /3'3cuntx)nterest such lh~rt me value of the intemst IS,Iess tl8il 120% of th~J Cier.i1t
iine, (4) the rnaxlrnulI) annual f'srcentage rate IS re;;;.chep/, (6), a regulatory agency nas, nqllil,e? us that sontlnued advances 'Nou,kl, CfJnst!tute 8!1 ,un,,:::fe and unsoun0
practice, ,(6) Y,qu are In defaul of.a follC?wlng rnaten?1 \"lJl\gatIOIl: (8.) your agreefT)ent to lllTi!~ lne use 01111e account as ,:et fOhn ill par8w,!ph ,"1; (1J) paYiJK:i!t of 811
charge,S Ide.nhfle~,ln Raragraph 3 includlllg, WI,lh91.Jt In-nrtatlon, the costs ~f all required appraisals;, (c), pa)rrnent, of aU service d,larrJ'?s Identified, injJaraqmpn :3; (c1) ;,,11
obligat,lons Iden11fled In tils rf)or~age or G1'8C.lit line deed, of ~rust ~ecun,ng your Account; (e) rnalrltal~lng lhe,lI}SUianCe, required III paragfapn b; (1) paymGnt 0, ;3.11
recording taxes as requir.ed In l-aragraph 8; (g) ,all obligation;:; listed III p'amgrap~ 19(a), and (b); (11) proYlcilng us With updated,linanCI81 stat')ments and otller
information as requested by us f/"Om time to tll-nl~; (I) ever; promlS(3 you make or obilgallon Imposed on you In the loan docurmntauoll.
c, We reserJO the right to reduC<3 the maximum credit limit and to terminate advances to the full extent permitted by relevant Fedmal Law,
11. Lod 'If S'l.oi,en Ch6f~ks. If your First Checks are lost or sto"3n or if you believe someone else may Lise them withGut jour permission, you should nDliiy us
at once, The telephone number is 1-800-441-8078. You should also folhJW up the call by sending us a letter. You may be liable for the unauthoriz'3d use of the}:oi,
checks.
12. Gcnen!ll\ilr.,ttGrs. The Bank may send no1ices concerning this Account to allY one of you, and all Borrowers Co-signers and non-borrowing owners of
collateral will be considered to have r8cGiv:~d such n01ice, We may send such notice to the latest address shewn on our n~cords, and it shali be considemdto h~>V13
been given when placed in ..he mail, postage prepaid, The Bank may assign this ,<~gm,")ment and2ny related mcrlgag!.3 IX creelit line dei3d of trust and ail riGhts ofihe
8anl\ shall inure to its successors and assigns. You may not as:;ign Dr transfer this Agmement and all obligations or your;) shQII l:,~ bindinD 011 ycur l1eir'> dnd
pers?nai represeiltatives, This ,~gre~rnent ~hall"b~ governed by t!o? law,S of the C:prl1m!)nw~allh of P,E,!'nS'ilva~ia,Llniess fed8f81Ia'Ns apply, In ,he event any provision
of 1hls Agreement shall b~ held Invalid, the Inv8.lIdrty of sLlch proViSion snail not allect GilY otner proVISion of IhlS Agreement.
13. aUrei's U:t'!Z~flig "'{Qur jit,:;c:i)i:n't Each perscn who signs b:;lo\v and each person au1:hol'ized to use i'cur Account onJ !i:~ble, it)ln1lv and sF!~iGraliy -for :::dl
amoLlnts owing on the Account, even if oniy one of YOLl receives the proceeds cf a 108.il. if som30ne else is 9.ull1crized;o Lise YOUi" P',GCollnl ,,[1<1 jOLliNant to ~ild dmt
person's authorizaiion, you rnuslle1 us kn~J\V in 'JvrHing. If that person has any checks, you must return the checks lhat por::,iJil rnc.i.y 112ve wilh your -'Ndl1Gn notica. If
you are unable to return that person's checks, we will dose the ,o,ccol!nt and bolh you and the authorized Ustjr of your Account may apdy for a new ACCOUllt. Ii 'NCJ
dose the Account, you and the authorized lIsers will still !Xi liable, jointly and sevemlly, rOi" ail arnounts cha(ged to yeur ;\CCOllilt. if thr.:.; Account ;s tnaini:1ined in th,~
names of 1\'\/0 or more persons, 82tch of you authorib3s the other 'to dravv checks aga!nstthe Account, and each of Y:JU i.:100-3(~8 10 bG jc[rTny 8Tltj !i3.b!~} Te:'
any obligatinns created under this j1.greelTlent HOWt3V8f", in "the event of Gonflictinu dernands by, or upon "tha taquc-3s1 of ;.lny ji:)int lJSG'f ,)f "the 'NO rc:ay
prohibit extellsions of credit and at our option refusl3 to pay any check not signed by all jOil It users.
14, r,2jj' Gw~,dit Report~ng ~i\(;t ~,~t:,t~C$. You h~.1.ve the right to dispute the acccr&GV o-t inforrnaHon VoJ8 haV!3 racorlG:,d to a Cf)il~:urT},{ H \'GU
wish to do so, vvri1e to us a1 ifie Eddress listed bo!ovv. Ple8.s(~ include your narnt"3, ;:lddres~)l accc,uni nurnber and a ;jrk::f dsscdpt1nn ()"1 H18
In o~d::Jr' to irnpPJye vustoll:iHr s,ervice, clfstqmer inforrnatir,lIl may be 3,harsd, arnonl] ,the ~:rffiiiat'?s ,or Atifir:3t ;:jr!8J1cb.l
tillS lnf(~rn"'!~tlofJ snanllO, otll~i~ tllcUllhe sn~)nn!J of 11~ansac1lcn or e~pe.~'H~n(~D ,:jlfot~naIion. {)Y.110ufYlng us ,Ill \NrriB1!:J_ al
tI.7!S notlce !S gl~'~~n. PYea~e lilclusle your, r;;:~rne, auckess, aC9Rurn ilLlrnl,:C(. i.~~k:;.pncne rH.liTi\J6r ancl SOCia.! s1';.curny
CHI"t9Ct that only Il!S or her Informanon not c'~ shared amon;) affiliates.
.i\ilfirst Bank
(~u:~tq,rnei" Ir).t(irrnq,t,ll.Jn Ser'1k:8-s
lVla.!l l.AJdl3: ~)U1-"1:<U
P.O, Box 1586
Baltimore, M3JylEnd <1203
1 ;). A.t n.ny t;!T;t~ p.Jtr-3r your FirstLine S'8curf.Jd Account h,;s been of.)I;;n -ror Oil;3 YA2r and '/elJ do net hr;vt: :::;J1LI'I.h,'J(
((,Ot"i!}JD8 !Gan a Ilr;urch8';::;H n~nney.l first rnnrtgage) wHh lhe Bank, you rni-3.y convert the cutstc.l.ndlnCJ iJaJcdlCr3 of yeur J^J~CGL~nl Ie a
mortg8~Je !o8.n1 vd11h and jnti~rss't j.>}.yn:8rrts, for a fee o-f ;Ci CO.OO. The !~3ilqih 01 that conv8rted lean rnay bf?: up to fiftc'811 ('1 :;Gr)\'S
~~':~~~~ff;~A~i~~gh;;~~".~~~~ ~t sffe~~J~~ _;ft8(~~~~~3l~;r;~~I;~~~~~~~.resu!t~ng rnorrthly p8.YiT:Gnis, The i8Je of your GonVer'16d loan 'j;jH! b} 'the 8;:=.nk's
~d~~;~1~:f~~J~:i~~,;;~~~~,~~~~~ ~~T~~~J~~~}!~!~1~:~lj::;~I~ 2~1;~~;~~I;;);;~1;~li1:3~;i,~~I~"~~g~~;yO~~f.s~~;;;~~~~~~I~~3\~~t,11~~;i~:~11,~0;~~I~"f~~~;~~:;; ~:~~!,~~~;;/~~~~~ ~(~~~~iui:;~~;
(a) if the odgfnal Base nato 15 no longer available) V'i8 rnay change .fh(~ 8ase Rate and rnargln 'io ones th,-:t ar8 ~Jubs.iarrik.i!ly sirf.ij;:~I to the Qri:Jfn:')i 8~1_S:J Rate ..:tncj
n,Gr!]in;
(b) we may iT18.ke a.ny, change ;tI}at you a~j(0.e 10 in \;vritinQi.. ,... .'r. . . '_' ., .. .
~G) 'He (nay rn8Jq:;) c\ cnange V1nich is unequrvc',~8.lIy benellCI8.1 hI you, ~.uch a:; ()nsH'lng you rnon-J rran!nlUrn paynlGn1 ()~iHOnSI 8X~GnS10rjS or r~;nc.'vval:3 f,)l
the Dra\iv Period lJr the RepaYlTlen1 Period of your Accoun1] tEHllporary rscjucticns In the Annual Pran:.cntaGle i~crte cr otherhY~s, addilionr:~j !T:Gan:)
10 ob-!ain cr''Jdit ""dvances, and an increase in your ivlaxilTlL!1TI Credit Limit; and
{d) iN8 may rnake ;n~;gnific8.n1 ch:::mges, such as changing the ackkess to \}jhich P?yrcents rnust b13 sent GpGr.nHonal
cycle;:: dat€lSI lh~3 l')ayrnenl qU;3 Date, 2nd the date of ihs mon"lh on iIvhk:h Base Flaie v2duE:'S BIG USGd to l,jotei"re:lio 'tho Vf:}
may 81so chanqe our rouncHr.g rules and balance cornputatioil iTGihod.
iL(l-)d liTf~~;(::S"t ;:::l1;3
'flYEd in1-:3ros.t rat-}
upon )'CLd
S8GU;'8('!
Y()UR a~LljNG RU3i.-'~TS " KEEP TH~S ~':~~)l~~G~ f{J:B ~;lJrUB!E U~)E
~.k:',a1fy iJs ~n G;~;:f;(;~ fJ[ Errors 01' ()U:~!$trr{,;n~3 j\bQ~~t y O~j~. B~~1
If you think your bill i:3 ,"vrang, or if YOIJ need more information F.\bout 8. 'Iransection on your bi!l, wl"ito us on a separate shG(~1 at tile add!'.";,,s en your l~,iii. VVi"itc lc uo
as soon as posslble. VV:3 rnus1 he;;w 'frorn you no later than 80 days af1er 'lve Sr:HTt YCluihe "firs'l bHl on whlGh the 01"(()( or p(obh~~nl appe2J"8d. 'It:L! C;.;;.il t"=Jif..}phon8 us,
but doing so will not preserve your rights,
In your le11'3(, glVt3 us !hofollowiliiJ infortT:crticn:
"Your name and aCGOl.1nt number,
,The dollar amoLlllt of 1he suspeoted erm!'.
01 Describe lh8 ,error and explain. if YOIJ C~3.n, \Nlly you believe there is an :-0rror. !f yeu i113E!d \1101"8 inforrnaUonl descl'lbe the t~f:}rn you an~ nnl ~.311n3 abcuL
V OtJf H~ght:s EJ.nd {}wr nCBp~)n;SUDHHj~ i\H6f V\r~i R0C;~;iv'9 '{OltB" ~V~"~'Hf:Hl No~'h]0
vVe i11USt ackno\ivledgo your !eHer \Nithin 30 daysl unless: '/118 have corract€'d 1ht~ error by thon. VVHhin 90 days, 'Ne rnus'l e!lhGr COiT6C1 th(3 f::irCi or c3xf:'!a1n why 1N~0
believe the biB was COITeGt.
After 'I,M rt3ceive your letter vv:~ c::mnot try to coilGc1 any amount you q!.Jc3S1Ion, or r'2port you as c!o!inqul3nt. We can continue to biil youfoi" [1m amuunt YOll qUGstion.
including Finance Charges, and we can apply any unpaid amount against your credit limit You do not have to pay any questioned 2JI1cunl wililG Wi) 2X;J
investigating, but you are still obligated to pay the parts of your bill that are not ill question,
If we find that we made a mistake 011 your bill, you will not h2.v~) to pay G.ny Finance Chmges reli)ted to any questioned amount If we didn't make a mistake, you
may have to pay Finance Charges, and 'leu will have to IT!i_,ke up ailY Iliis:scd payments on the questioned amount. In either ca.:;o, '!<fe will sand you a statI3tT,8IT! of
the amount you owe and tile date that it is due.
If you fa!llo pay tile anioun1 'Hla1 \Nt~ thinl\ you OVV8, vve rnay (.Jpotl you :15 delinquent Hov,/sve.r, if our explan;alion dGSS n01 satisfy you and YOll \f,f(j(r:; '10 us within
ten days tei!ing us that Y',lU still refuse to pay, 'Ne must tell 2,nyon9 we report you to tha1 you have a question about yeur biiL ,<'l.nd, we rnus1 t811 Y('U th,~ name of
anyone '/Ve ({?ported you to. INs must tell :'l.nYf)ne we leport you to Ihat the matter had bGen seWed between us when it fin~y-is,
If we don't fol!lJ'sV these rule: ~W8 ~m~': C~:~:,~t,~le fir~$50,&4;:~~:~~d /1Jn:'221Z:;/~~m~t~//
'188057'\00102 C",tO!'i,ers l"i I.M,; __,_,n~_______~A--_J'L___ _._______~_-----.----'---..
~ .... .,dr!
DAaj~}tHN DEPOSiT flANK jU~D TRUST COM
MORTGAGE
SECONDARY MORTG~:o,Gi:! LOA.N
HilS MORTGAGE made this 2nd
between Norman A. Anderson
of 142 N. 4th Street~ Lemovne
DAUPHIN DEPOSIT BANK AND TRUST CO M PAf..JY , Harrisburg, Pennsylvania, as Mortgagee,
day of
and
Augl1.s..t
Dill~-8ndeJ:B_QJl
, 19_B9___
, Pennsylvania, a.s Mortga!;or, :and
WITNESSETH that the Mortgagor has executed and delivered to the Mortgagee and agreement for an open line of credit of $2ilD..cHlJl~_
with interest trlsreon at ti'll, rate specified ther13in requiring the performance of all the terms, covenants and conditions them in contai~Hd; all 01 whioh
are mad(, an intewal part hereof ~r:d incorporate.d herei!l by r~ferenca, As evidence of said indebtedness of MortgafJor to fv101igagee, a.nd as seGUrity
for payment of said Agreement with Interest and in consideration of $1.00 p:~id by Mortgagee, the Mortgagor does hereby iX'H!Jain, sell, grant and COI1-
'ley unto Mortgagee: .
A.LL THAT CERTAIN piece o/Iand together 'NiHl Hi! improvements thereon erected siliJate in:
1 ____le.JD.OylJ.e.-BODJI.1?h
(City, BGro, or IWp,)
2 ____ Lemo.y-ne Borough
(City, BOlO, orI'Np.)
, County of
Cr!l11h~r1J3.nd______._________ ,
,_ , County 0/
CumberlgD.~_______________ ,
3
, County of
(City, 1301'0, or Twp.)
and ClJ!l1_rnonweaitl"1 ol Pennsylv;;xjial kncvvn as: '.J __1~?~tL,--4-tb_StjJ21~.t.--,_lle.mL~zr:u'~~FE;:-t-J2{)l),",3 _______
2 __l'i2 N" Lt th_ StreeL V~IllQ~me~J?a__12QLI.-1:3 . _______________
- - (ldentificaiion of ~;lortgaged premises)
For litit, into the Mort:~agor seG Deed 1;:;corded in th8 County of _ Cumberland _____________ ,
~ :~~ ~::::~ ::~~~=_.~ ~~=-~==-----=-~: ~~::;~;~~=-~--- ~------=: ~:~:=--~~==~ig~ ~==-=~=---.
3 in: Deed B00k______
, Volume
I Pf\ge
rO(:1~:THEfi 'Nith all bui!din~]:3: irnpcovonlDnts, riGhts 01 'Nay, rights and privileoes) hareditarnents nnd appurtenan,::esl ~~nd HIS revnrclons, r;;nluindcH:3/
rents, is:5ue,, rind pm fits thereof.
THIS is /\N P.,DVANCE iv10hlEY ~j~OfTTG;,~GE ~- It IS Gxprossly understood anrj af;reed that tilis wlf.i-rtgage secures, int(faHa,G;:;rtF~ln Dblii~~i'tOiY lo~~ns
and advances 10 be made from tim.) to timij by Lender to 80i'row<3r pursuant 10 th,,) AgrGGrnent, whiclllutL!m ;J.c!vanc8'; aI;:) "ecured by this ~;iortqaoo
as if made on tile date horeoL
Own\~r f3hall p(3rform 8.11 obligations under ntY1 rn(:itg2g';~ or otnGr security agreernent 'Nhich l1;~s priority over this ~!1ortg;;1g8, inc!udjn~J any coverlanVs
to rnake payments when due.
Mortgaoor covenants and V.farrants that rAort~jagor has full 'fBH simple title to pn3rnk38s abov0 dGscribed; that Uh"~ buildings on the pronlis:3s shaH bo
kept insured against loss by fire and other casualty lor bemJiit of l'llcrtgage8 in amounts satisfactory to Mortgageo, with standard :VkrtgaocG clau:3s;
and Mortgagor will pay any tax, 0.ssessmsnt, rnunieipal or other govornm;;mtal charge, includin!] water and se'Ner rents charged to said pr\)rnis8s, and
willlieliver to McrtgagH8 rscGipts th;jrefor immediately upon demand.
Providod that if said Agreern~)nt is paid in 8.cGOn"JanCf] 'Nith its tenns and if all other lorrns, conditions, an(j CGVGnants of this rHorigage Ei.lld "01(:: afor'8said
Agreement are performed, the estato hereby gmnted shull cease ancl this mortgage shall be void and of no effect.
In il18 event of default iler<Junder, Mortgagee may In5tltl1t8 an action of mortgage foreclosure heroon. II Mortg2.gee ((.,taint; an sitorney 10 insiitute action
on :said A<]resmsnt or an action 0'1 foreclosure on this mortgage, MOttiJstJor shall pay, in I}ddilion to 'the principal, interest and costs, an attorney's
cailAcHon 1880/150;0 of tile principal balana" then clue; Gild if a judgrmmt is entGred in lavor of Mortgagee against Mortgngor in said suit and Mortgagee
thereaftor Sl3GUreS a Writ of E)(ecution or ottH3r sppropriate writ, Mortgs:Jor \!vaives all rights and benefits under any and allli.l'i\ls or rd'es cf the court
now or hereafter in aHnet, granting or perrnitting any e:G3lnption or stay oJ execution against the iTIOfig2g:3:d prBIT\!St3S or 8JiY oU"';Gl" prOpEJrty ~"'~-jrdsoev,?r,
and such judgment shall bear int"lfGst at the maximum lega! rate until tile full amount ofihe debt is actually paid.
The word "Moiigagee" shall be construed to include Sl!CCijSSOrs and assigns of Mortgagee, and the 'Nord "Mortgagor" shall tie construed to include
the resp'3ctive heirs, executors, administmtors, successors and assigns of Mortgagor. If !i-jere is more than one party narnrsd herein as 8 Mortgagor,
the '1vorcl "Mortgagor", whenever occurring, ;:;hall be deemed and taken to bo the plural; and ail covenants, waivers, warranis, promis'3s, amJ reioases
by, and th,) obligations or liabiiitio'3 imposed upon, MOl1gagor und'3r this mortgage shall bind ti!t3r11 jointly and severally, together with cach of th.3ir
respective heirs, executors, administrators, successors and assigns.
ii'J WIT[\iESS WHEF1EOF, and int'3nding to be legally bound hereby, Morigagor has herounto set hand and seal tile day end ye3J first above written,
Witness ad and delivered in till;) Dr'-,sance 01:
I ACf(l'.JO. WLEDG':,~ E,.9~iPT m;..A.. COMP. LItTEL Y'drC'. ILED.'-IWCOPY OF. THIS MOf'1TGAGE
d I Ili n Ilr"","'f" ,<;)( 01 ( '1 f!1/-1 f!.lI ,~J
8orro'v'/€'t _---1yJ {,..II {7v.,vi(.,.f .(t.:,_. ~~/",_1,rJ.""'<V~/%"t.J/'L:;#"
8- .." ,'. .t) crv;I...}-Wj (,:''"77 - O../v-,.,,J..;;.,(?-i3v,)
_OIlO,Lr -------..-----r-
~:II:aa~::.: - ~."!- ~'~'"-/+.. -
v.l, ,"'------ Z ..1 7j?
Witn.3ss -----------I..--/{:;:;6,V. ( .J-Jt 7 ~:;~'::'Ji...L-::::'. -~----------._----
/t/" ty .IV .
White - Bank C;"JI1arv .. Customer Pint< . Customer
JAF 1l.-1!3-~
200'\ i 1 41 520:340
,0. .' no;"'~F':r-"',r~ :JI\ii~'''''''''~i~''JlCl''::>
~v!l i _- n,~J !if. ,.~_~!; :~.~~~,~
(REVOL Vlr.!G CREDIT PLAN) PA(~E 3 OF 3
T;:ommNllflOi:J, ACCELERATiON I~s.m FORECLOSURE
Upon the occurrence of any Event of Dm'auit described in the AgrGoment, in addition to ail other rights and remedies the B;3nk has 8t law or equity or in
the PIgreemen1, and after the Sank mails any notice requiwd by the Agreermnt or by law, ail sums owed under tho Agreement, induding withoul limitation
accrued intmest, insurance and other charge,,;, shall at the option of the Sank become immediately due and payable, and foredcsure proceedings rnay be
brought fOi1hvvith 011 this Mortgage. The Bank may recover such costs of collection and attorneys' fees permii1ed by the Agreei'T:8nt.
If this Mortgage is executed by more than one person, the undertakings and liability of Hlf} undersigned shall be joint and sf1veral. The provisions of ihis
Mortgage will be binding on Ihe undersigned and ail future oINners and tenants of the Mortgaged Property. The undersigned's heirs and legal mpresentetil;i3S
will also be; m"ponsible under this Mortgage.
'N1TNESS ihe due execution, seal and delivery hO(801.
){ZdJ*J1J~---------- ~~./~~I1~dlJ1k~-1SE&L
Wifness (.. 1\ If . Mortgagor NORMAN A. il,NDEP.SON
j.,
iNhll~----'---------'---"---------'-'------ ~;;ortgagor DOROTHY M. Ai'lDERSOi'-l (6ECEjl,SE6)--~---'-' (SE811
Witnes"3---.------.------------------.. 'iViOitgagO(
.______________..JSEALL
M7::irtgagOi"
-----_____J~\;J1LL
Witness
STATE O~ ?ENhISYLVAi'M )
(l ) SS
COUNTY o~>>l}ll~ftJ.JtAJl) )
On this ~U~9- day of ----1J!lffj . .' ,20Ll,L,b8fore me the uncJersiunGd officer persona:!y 8ppearecl
--ilJttflJ1!JJij,) j~ A.AJJ;;6flSl>>)
known to me {or satisfactorily proven} to be the person(s) whose name(s) is (are) subscribed to th(3 within instrument, and f3.cknow!Gdged that (he, ~,he
or they) executed the dame for the purposia therein contained.
IN WITNESS WHEREOF, Ill1'l\fe hei'if:i)lmto set my 11;;;;.nd and rlota,Ie.1 sl;aL MV Ce:mmlssio!1
L.S.
Notary
I cer1ify that thE! address of the within-named MORTGi\GEE, and the addr0ss to which this document should be returned is:
Allfirst Bank
P.O. Box 17292
Baltimore, M<.ocryli9 21203 1 '"
S;9001ur9 ~i:fJ}-\1.Ju.- --
. ,C1er~rN,ortgage8--=-
This MOitga9fJ was prepared by Ailfirst Sank, P.O. Box 1 "7292, Baltimme, Maryland 2120:3
YS-S060A-0001
Xc
UAU:l:'lHJJ'llflWr!..8S1T JBA.l'U\: nuJ IX?USTCOIYnPAl'J"Y
.,. C?~I'ARmSBlJRG, PA 17W5
1;""',
Borrower's Name and Address
JchJ::rr13.Rj~"--0--12m::QtJ:1:;jLH,,---I.1nde:t:.SDll.
D 1"1<Yl-rd- ') 'J goo
- ate --J..:.\L.t::r*...i..O~ __"_!.2::L_____
-.l42<-N,--iltJ:LBj:J:f.::.e.l~
--.-----.--
Branch -L'*1tqn~2
-------------
-T,.J!21ni~f~.EF..Ll1r2b::L,_________,.,
Total of Payments ---2.c4-GOD_,DiL______
The notice which follows is given to you pursuant to Federal law to advise you of your option to cancel the above transaction within three
business davs in the manner set forth in the notice. You are not required to ex':rcise this option and should uj](j;,:rstand that the transaction vii!] not
be cOl11plete,d if you do so.
EXPLANATION OF FOLLO'WHIG NOTICE OF RIGHT TO CAI"TCEL
}! ACi{j\jO'7/LiEDGE ]t~::<:CEIPT
CW TWD (2) C,l,JI'VXlPIJ!:TED CO:PlEs]o:r< 'I?7:i<:0'V,/I;LO Wil'TG NGTIC'=,
'V"l /) (;., /,
.f ;V,J "": ,,' ,.,' r, _~,,~"
__Ld&~~;i,;h;"'A) i.,>Llu"~tJ/::tL'!l!;!';q/Ji{1!ri!J~,;~2d39-__.
Signature Date
-_J:2.tL:'yC:11~j -:'!1~.r.':~d~~~L___J~'-2',::I3'L______
Signature '" Date
.--------CERTIF,~C.ATE--.-.-.-.-.~~-____,_:_~---~,.---.-_____________.
Eacil Consum;::r VJho signs beIO"N, wnn tIle Flight to Cancel tll':,)
cancellation per10d has l3xpired and tl16 Right to Cancel ,,',fe.s not
,,/ ') /,,7 --1""
,/}/ />'''''Y0r-'?7~'/'<
r j ./~v/f/ -' t
/7 ./ . --~._"'- .L...., 1.
1J.? .# I / /( /' 5'r_~-'''''~~._.._a__Q 39
~4ii' L/;;;// .::::.________________ O-()~___
138S. . Date
ceitiliGs fila t thn
,.r....... .~.;:~:~ ---..;? /- () ~ .. Q 0 t19
("J .i::...;;;~"').,1c".~t.'~'"""lsl iJ-'V~?_ (J?''''' 01" "C..?-"L.c.....'\. l-~~_ :....."f\ U~'(J-~UL
~Si9fl~llnG--Z- ----.------------ Oale-----
,OL 3117 -9/82
WHIH:-fiANf\
~~ C;;;"!Ai:::Y -1st Jf)q-rr OWt\iFR
. /
May var; on a monthly basis as describod below.
200111,:\'1520340 '
Initial Daily Periodic Rate: q.02~/o MARGIN: .000 %
THIS Agreement establish'3s an open-end credit Account (thl'; "Account") between the persons who signed below and Alifirs! Bank. In this Ar;reement, the words
you, your and yours mean the persons who signed below and anyone else authorized to use ihe Account The words we, LIS, and ours rne::m Allfirst Bank (also
referred to as "Bank"). The disclosures required by the Federal Truth-in-Lending /\ct ara contained in Paxagraphs 1,3,4,5,(3, and 10 of this Agreernont and l:>GIow
your signature and apply to both the Draw ::md Repayment phases 01 YOLir account
Dme:.__'____..
05/03/2001
//
Fir~t~Jne S~)curr:}d 3~ei;D~"Hlt }\gf'(':e~"nSrr1 ~nd
Federal Truth-ln..Lend!l1g DLsi;lc$lure ~'3tatt,me:nt
~~rhnl;3 F~a{c) ~nde:{ }':J',1~je 1 {)f 4
Pennsylvania
~----
7,:500 '-';,'(
"
ANNUAL PERCENTAGE floAT::':*:
II '"
't".'--'~,- ',". ff:, l?t.:;,.,~'" "~)A,p;;:~0,f:'.a
""",.f:I,:'.i{~i'Ii
~r_ ~ !)~-' ~J ~~~
1. Use of ,a,ccmmt and Minimum DrZl\N R,;;quklO'Jnlent You may request ex1&nsions of credit in amounts of not less than $100,00 and up to but not exceeding
the maximum cmelit limit we assign you on your Account Ire III tinK, to time by (a) use of First Checks which directly '3.ccess th,., Account, (b) direct access through our
ATM machines (ATM withdrawal) using :~,n ATiVlNISA Check Card, (c) use of a loan requestlorm at any Bank branch, (el) transfers to your ched<ing account by
PhoneFirst, or (8) causing and creating an overdraft in 'leur checking Account by IJse of a check or ATM withdrawal. The cheC\<jng aocount referred to ill this
Agrer,mlent is only the checking account which we desh~nate as being associated with this open-end credit ,il,cGount. WG i"Oserve the right to add or dslr3tr3 ways in
which YOIJ may obtain loans. We will rnak" 108.l1s available to you in response to olferdrails by transferring from your crddil Account to }'our checking a<:coLlnt the
exact amount of the overdraft, but with a minimum transfer of $'j 00,00,10 cover checks drc::wn on YOllr checi~ing ::;':Gount. iIVe will not be obli\j8ted to mal\(s any loans
in 8xce:,s of your available maximum crer:Ht limit and may at our option I\sfuse payment or honor any slIch !']fm transaction vvithout increasinq your Gn?('it limit. Any
loan amount above the maximum credit limit shall become due and paY2bie at cnce. W'3 have th'3 righl10 m!um unpaid any check if, a1the tllne tile ch,,'ck is
presented for payment, ('I) you ace in defaul'! as defined in Paragraph 10 (2) the check is n()t properly complet'3d or signed; (3) the outstanding bdanc8 including
accmed inter8st and unpaid charges, as ~hown on our rocords a1 the time the Oh81;k is pmsented for payment, exceeds or upon payrnen'l 'Nouid OXC8'3t1 your credit
limit then in ei!Gct; or (4) the check is drawn for less than ~SiOO,OO, iNe have the dGht, at our option, to pay any check regardless of wh'3ther any 01 the above
conditions 8xists.
2. Clo~~ing Costs1 EJi~e(;UV1~ D~te. You Ctgn~e to pay (1) reasoo2tbfe attorney's tees fnclJrn:Jd by 'lhe Bank fer senilces fendnr8d in connGcticn \ivHh~h1 ~Jr-eDa(aticn
of docurnents for this Account, and for the s8"i1lemen1 of this transclc1ion, and for any disburserrenl of any loan under "this I~9reGrnerrt; and (2) 2JI ;;j:\p::;n~)8:3, t~{K\;jS and
charges paid by the 8;j[;k to govGmmental d:}encies; and (3) all C02,t" for examination of title, ,1ppraisa!s :=:-end all other costs ilGc:3S,;my or apprcpriai:" ill 'lilt! S'iGf.li'ity
ror this AccGunt; and (4) all pn:,rniums lor InsunJllce coveraGG which is either required by ,he Bank or chosen by you; and (ri) all arnoun1s yc,u are to pay
under the rf~ortgage ot c(edH linl~ deed of lrus-l ~:GGurjr;g your l~ccuunt. '('JU aGP:~e to pay such E"lrnGUnts 1j\'l"i8ther th6sl~ cos1s 8.(8 lrh:;LHi'ed s~t this thT1~; Uf t'.nJ !n
partit;ular, we rnay florn ~\rne "to time obta.in an appraisal o.t thf3 prc'r=,eny which St~CUr8S this p,greerrent fHld you agr88 10 }J'2..y thD ;~OS"l ()'( such appi"a,I:::a/ If 'IOU fEll 'lO
tirnely pay such alnounts1 vlfe rnaYl \'Vlthoul priGr no.iicr~ 10 ]leu. cr~xl{;:J a loan undor 1hl:3 /\{jn:;8fiisnt to pay all SllCh anlounts which you shall ther: bD c,bllgated "~O pay,
ThH a.rnount o11hG costs ~Nhjch art3 incurred at tilL; tir(ie 1s ~~G"llonh bek.iv.J your signature 10 this li\greernent or !n 8. separa1G s1atbmGnt nf cnsts \Nhich h:i 8. part of this
;;~f~~~Il~fi,;:~t~/~? I~~:j'~h,o the,~~\g~s,~~J.'~,;~:e;~~i~t f~~:~/'~:~~, (~~1~': ;~~;: ~:::jj~,~~~~: ;:~~;~;~!i;~~~~~S~;~;,z ;~i~C;2~11~~~ci~~~~lt '~~)~:;~;~;3!.~;~~~~;f~!~ ~~~l~~:~~:j 10 tits ~~~~;~~
nXG reason3b!y salisfied irEd you h::3.'19 not e:!,~:Tds8d your riQhl to c8.nr~91 this lrans2.cUon. ()f l~ourse, if YDU l:1xE";cn~h)~:; your d~jlTi to c8.i1G(.JI this "trE1n;:3~?J:i\:k:ft, 'i':OU \.NHi not
be liab\efor any oJ th8:~!e costs. 8:::;'8 the ~",10"ti~~(? Of Pi~0ht 10 CancHI d(~!h/C~(ed 10 you for a corq:'(Hl8 eXi:.!ana:liofl oJ your rigi"!ts.
8. F:inanc;,:; Ch,es"Si6(-';f Payr~1}J~'"Yt!j, Gr.h~)~~ 'C~harg~.;;3. On oEv:h nf}\N loan cn::atEd Vv'\0 "Nil! CtJil;;oUdate your entire lQCtn b::;JancG lnin Oile Ilf~\N \oan, Y(111 j~~rOll t' Sl~ ~,) })u j
ihH i3Jnounl k)ar.ed 1iJ you and a ~'::1~1~~~"C:kj (~ht~.Xgf~ on your loanfrorn the dHid W8 rn&kc: the loan together \jv!ih all CXc;"U; and D'Hl~:;( chef;;;;\!) hereundr3'(.
GO}}lo&!$ R~:;c~~v~d. Ea.d: person 'lJho signs cHk:ViI acknovli!edgG$ (~;;(;8ivlng a cornpk;lGd CDPY of this i'\::Jre::::::m8ilI and the Fdlr Ci"0cH't ;31iling r~lrJhts DisC:l);.)UI.:'~1 bo"fors
signing below', I~; " ,/
\1\J':'n,~'<e our "I-'n'"'""r~s "nrk"'e~,I- 1~P.li-\AJ on 05/'J,,3/2001 ,/
,~",," ',0. ~~,.' .' ,.,<;;V" ,c.I~2u" . e._ ,'~"~',',-,. ,"'5 !J - ~.. .' .--.---.---.....".,..---- ------.,--.-,-, -,-------,-.'-'-7',~...--" ",',,',-',".-.,/,'
. ) / ' / I . _____
;" . . . ,/ _ . / 1 '--l .:,0'- ______
, ,::;-.."". " , , --,"/ , .... ,. " J, iu.,f /"'-., L/
_ ,,,,vUI1(,;-~~(I..t:.]',IL(,W.kkL_~. __ v_____ _m,di/'4<-~.JJ/LlIJi.0A0::~~_ (SEft!.;
1 Innegs: () BO(!tOW8\~NCF\~li~N A. ANDERs6f.1
Wrt"ess:--.--.----'----~------.-'--.,--
--~-~.~-~
Borrower:
'.'_.._._.~".,.~___'",__.,______"'_.. ____ (:3 Ei\I..)
The rfJal proper1y subje0t 10 .lh(~ m0i1Q2g9 or.-dc6d o1lrust drzscr1bed in this Agre+1rnent is known tis:
142 4TH ST 1'1 /
LEMOYNE PAl 7043-160SV
CLOSING COSTS:
Paid By You:
Paid By Bank:
Filing fees to government agencies:
(recordinp fGes, recordation t<:u'\es
and transfer taxes)
City/County Tax/Stamps
Title Search/Property Report Fee
Title Insurance Fee
$
"'-00 /
~o,\"
$ ______J'i.9__L___
$
:\) 44.00 /
-'-.--------.-7-.--
$
$
$
Flood FeG
:!>
$
$
$
125,00 L___
160.00 /
: ~-=--=-~~~ -~f ~
Appraisal FeEl
TOTAL:
REV-1500 EX + (El'..:JOj
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-C601
I-
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAl)
Anderson Norman A.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
06/21/2001 09/12/1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
<!.-
QFFIClAL USE ONLY
~ ~-~Lj 3_-CZ
FILE NUMBER
20-010661
""'CciUNTYcoor-~--NiiMBER--
SOCIAL SECURI1Y NUMBER
1 8 8 - 0 5 - 7 944
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
Ul
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Ul"O
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1XI1. Original Return
o 4. Limited Estate
00 6. Decedent Died Testate (Macll COl)~ clW~I\
o 9. Litigation Proceeds Received
D 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a living Trust (Attacll cop~ otTrust)
o 10. Spousal Poverty Credit (dateofde<1th between 12-31-91 and 1.1-95)
o 3. Remainder Return (date ofdeath prior to 12-1,1.82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Eiection to tax under Sec. 9113(AI-" "" 01
I-
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THIS SIlCTIClN MUST 8fl CO
NAME
E]izabeth P. ui ]e
FIRM NAME Ilf Applicable)
LETED. ALL CORRESPON NeE AND FIDE IAL T INFORMATl", SH
COMPLETE MAILING ADDRESS
26 E. Main Street
P.O. Box 428
TELEPHONE NUMBER
7]7582-4335
New Bloomfield
(1)
(2)
(3)
(41
(5)
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Ill::
1. Real Estate (Schedule AI
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schadula D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule FI (6)
o Separate Billing Requested
LD Bll DIRECTED TO:
PA 17068
OFFICIAL USE ONLY
52,(~()(t60 I d
1,126.33
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gr...I\.oe\$ (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (totel Lines 9 & 10)
12. Net Value of Estate (line 8 minus Line 11)
13. Charttable and Govemmen1a1 Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
.J
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR I\PPLlCI\BLE RATES
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15. Amount of Une 14 taxable atthe spousal tax.
mte, ortmnsfers under Sec. 9116 (0)(1.2)
19. Tax Due
X _(15)
7,331.17 X .045 (16)
X .12 (17)
X .15 (18)
(19)
16. Amount of Une 14 taxable at lineal rate
17. Amount of Une 14 taxable at sibling rate
18. Amount of Une 14 taxable at collateral rate
20. g\
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON RaVeR E SIDE ANa RECHECK MATH < <
(8)
53,126.33
8,370.39
37,424.77
(11)
(12)
(13)
45,795.16
7,331.17
(14)
7,331.17
329.90
329.90
..
Decedent's ComDlete Address: .
STREET ADDRESS
142 N. Fourth Street
CITY I STATE I ZIP
Lemoyne PA 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments $ 5 5 6 . 21
C. Discount
(1)
329.90
Total Credits (A + B + C)
(2)
$556.21
3. InteresVPenalty il applicable
D. Interest
E. Penalty
TotallnteresVPenalty (0 + E) (3)
4. II Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Une 1 + Une 3 is greater than Une 2, enterthe difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total 01 Une 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
$226.31
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transler and: Yes No
a. retain the use or income of the property transferred; .... ....................... ................ ....................... D [2g
b. retain the right to designate who shall use the property transferred or its income; .................................. ..... D [2g
c. retain a reversionary interest; or ...................... ................ ................................ ........................ .... 0 00
d. receive the promise lor life of either payments, benefits or care? ..... ......................... ...................... ..... D [2g
2. If death occurred affer December 12,1982, did decedent transler property within one year of death
without receiving adequate consideration?.... ..................... .......................... .................. D [2g
3. Did decedent own an "in trust lor" or payable upon death bank acoount or security at his or her death? ................. D [2g
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .............................. ................................ ................................ D [2g
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
PA 17050
crDf~ D3-
PA 17068
For dates of death on or affer July 1, 1994 and belore January 1, 1995, the tax rate imposed on the net value 01 transfers to or lor the use of the surviving spouse 3%
[72 P.S. ~9116 (a) (1.1) (ill.
For dates 01 death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or lor the use 01 the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot 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 affer July 1, 2000:
The tax rate imposed on the net value of transfers from a deceasee child twenty-one years 01 age or younger at death to or lor the use 01 a nalural 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 oftranslers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as notee in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)].
The tax rate imposed on the net value oftranslers to or lor the use of the deceeent'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.
R~:'502EX+I1-9T1"~_
".~
COMMONWEALTH OF PENNSYLVANIA
INHERlT ANCE TAX RETURN
NT T
SCHEDULE A
REAL ESTATE
DESCRIPTION
Two lots improved with residence in Lemoyne Borough, Cumberland County, Pennsylvania;
more particularly described in Cumberland County Deed Book 14, V olumn Z, Page 106, and
Cumberland County Deed Book 14, Volumn Z, Page 108. Copy of Settlement Sheet attached.
VALUE AT DATE
OF DEATH
52,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
52 000.00
'~V'500~'("ir.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE1URN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Anderson Norman A 20 01 0661
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
Alltirst Bank, Checking Account No. 0056151616
VALUE AT DATE
OF DEATH
692.58
2.
Credit - real estate tax proration (see settlement sheet)
433.75
TOTAL (Also enter on line 5, Recapilulation) $
Ilf more space is needed, insert additional sheets of the same size)
1,126.33
R:~15'1E."['''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
20 01
0661
Anderson Norman A
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5) 2,656.00
Social Security Numbe~s) I EIN Number of Personal Representative(s)
Street Address
City Stale Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. Legal Advertisement - Cumberland Law Journal 75.00
8. Legal Advertisement - Sentinel 108.71
9. Real estate settlement costs (see HUD-] settlement statement attached) 5,287.68
10. Overnight payoff - real estate settlement 25.00
II. Death certificates 40.00
12. Recorder of Deeds - filing fee for two (2) mortgage satisfaction pieces 28.00
13. Reserve for additional filing fees 150.00
TOTAL (Also enter on line g, Recapitulation) $ 8370.39
(If more space is needed, insert additional sheets of the same size)
""'''''\''.<''';.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anderson Norman A.
Include unreimbulllOd medical expenses.
ITEM
NUMBER
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
20 01
0661
1.
Alltirst Bank, Home Equity Line of Credit, Account No. 11018700001
DESCRIPTION
2.
Discover Financial Services, Inc. Account No. 6011002795528546
3.
Citibank, Account No. 5424 1802 2778 5588
4.
Bank of America, NA
5.
Cumberland Valley Land
6.
HSBC Bank USA
7.
Payments on Discover Account
8.
Keystone Oil
9.
Comcast
10.
UGI
II.
PPL
12.
PAWC
13.
Verizon
14.
Allfirst
15.
Norma Wood - reimbursement
AMOUNT
17,457.95
437.00
7,636.68
3,059.22
242.40
7,523.01
50.00
198.42
11.51
80.29
160.13
60.00
83.16
150.00
275.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space Is needed, Insert additional sheets 01 the same size)
37424.77
R:V-1513EX:'(.
COMMONWEALTH OF PENNSYLVANtA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
A ?n 01 0661
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [inCludeout~htspousal distJibutions, and transfers under
Sec. 9116 (a (1.2)]
1. Karen L. Hoffman daughter one-half of estate
113 North Sporting Hill Road
Mechanicsburg, P A 17050
2. Nonna Wood daughter one-half of estate
4600 Timbery Court
Jefferson, MD 21755
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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
,.
B. 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)
J.A'T W1L=L A~D T:ESTAMIHT
I, NORMAN A. ANDERSON, of 1242 North 4th Street, Lemoyne, Pennsylvania
17043, Cumberland County, Pennsylvania, do hereby make. publish and declare this to
be my last will and testament, hereby revoking all wills heretofore made by me.
1. I direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient after my decease. I direct that all
inheritance taxes imposed or payable by reason of my death and interest and penalties
thereon with respect to all property, whether or not such property passes under this Will.
shall be paid by my personal representative out of my estate.
2. I authorize and empower my personal representative to sell any realty
and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient deeds and/or
bills of sale therefore, in fee simple, as I could do if living. My representative is
authorized and empowered to engage in any business in which I may be engaged at my
death, for such period of tirr; after my death as seems expedient to said representative.
3. I give, devise and bequeath all of my estate of whatever nsture and
wherever situate to my daughters, Norma Wood and Karen L. Hoffman. share and
share alike, the child or children of any deceased child taking the share their parent
would have taken if living.
4. I nominate and appoint Karen L. Hoffman to be the personal
representative of my estate, to serve without bond. If she cannot or does not serve,
then I appoint Norma Wood to be the substitute personal representative, also without
bond.
5. I suggest that my personal representative retain the services of Harold S.
Irwin, III, Carlisle. Pennsylvania in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 21st day of
December, 2000.
~ a {~(SEAl)
NORMAN A. ANDERSON
Signed, sealed, published and declared by the above-named person as and for a
last will and testament. in our presence, who at said person's request, in said person's
presence and in the presence of each other have hereunto set our names as
subscribing witnesses.
~.J f?MJ Af;itJ;~
-tk/t rlliM~
ArilSNOVLURtiltWlT JjIlJ) Aff1.IMJ!1I
WE, NORMAN A. ANDERSON. RHONDA S. VON KLlTZING and HEATHER
A. BARBOUR, the testator ar.d witnesses respectively, whose names are signed to the
foregoing instrument, being first duly swom, do hereby declare to the undersigned
authority that the testator signed and executed the instrument as his last will and that he
had signed willingly, and that he executed it as his free and voluntary act for the
purpose herein expressed, and that each of the witnesses, in the presence and hearing
of the testator, signed the will as a witness and that to the best of their knowledge the
testator was, at that time, eighteen years of age or older, of sound mind and under no
constraint or undue influence.
~ ~OAA4JA-
NORMAN A. AN E
~ r/ii; ~~ ~
RHONDA ~. 0 ~TZIN t
itt.a.AL ~ ~~~
HEKTHER A. BAR OUR
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
:88:
Subscribed, sworn to and acknowledged before me by NORMAN A.
ANDERSON, the testator herein, and subscribed and sworn to before me by RHONDA
S. VON KLITZING and HEATHER A. BARBO ,witnesses, this 21st day of
December, 2000.
I
,
,
l,.._*, ,
NOtarial SUI
Herak! S. t.PNin tn. No\ary PublIc
rtflrllsle Bom, Cumberland County
. . ""&Ion EocpI.... 5ep123, 2llO2
i ~~ :~;l~a Assoctadon 01 NoW't8t
A Settlement Statement
U.S. C~pl\rllllenlofHousing
lll1d UrhilUDcvdopment
OMB No. 2502.-0165
B. Typcof LtlllO
I. 0 FilA 2.DFlnHA J.DConv. UlIil1s.
4 OVA 5,DCOllV.ln.~.
6. Filc NUllIhcr
I. LUlln NUlllhcr
R. MurlgHgclus_ CascNulllhcr
Z001"Ol60
C This form is furnished a.~ u stalement ur uellla] selHernclIl COSlS. AmnUIlI.~ l'uid III aud by llv.: l;C(I!t,:mCllll'lgcnl nn:: sllllwn. Ilclll.~ m.ll'Kcd
{p_o.c) were paid outsidc lheclllsing; lheyarc.showni"orinrnr1l1111iol11l1purpOSeSllrldareI10IillCludedintnlals.
I), Nalllclllld Addrcss nf!Jormwcr E. Name and Ad~b:ss II\" Sd\~[ p_ NlllllC1llldAdtlressnfl.cndcr
Stanley Connor Norman Anderson Estate COII1llerceBank
by: KarenL. Hoffman, Executrix
G. Properly Locution H. Se\llernent Agent Law Offices of
142 North 4th Street, Curberland County James A. Hiller
Lemoyne , PJneeufSelllemelll I. Sell1cmcJltl)~llc
Pennsy1vanla 17043
2010 Market Street 10/3112001
Parcel Number: 12-21-0265-050 Camp Hill, PA 17011
1. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
](Xl. GROSS AMOUNT DUE FROM BORROWER 400 GROSS AMOUNT DUE TO SELLER
!OI ConlraclsllJcspricc 52,000.00 401. Cnlltraclsnlcspricc 52.000.00
102 Pcr.~ona] prt'pcrly 402, PCfsl\mll}ltl\']\cT\Y
103, Selllcrnclllchurgcstu borrowcr(lil1c 14lXJ) 4.016.38 403.
104. Overnight package to lender 25.00 404.
\lIS. 405.
Adjuslmcl\lsfor ilemsl'lIidl:lysellcrinadvllllce AdjuSllTlClllSforilcmspaidbysellcrinHdvnncc
106 Cily/lownlll)l;CS .. 406. CitY/lownlll)l;CS ",
107. ClllJnlyla)(CS 10/31/200d1 12131/2001 31.38 407. COUIIlYlft)l;eS 10/31/200d, 12/31/2001 31.3B
108 A.~~cs.~mell's 10/31/200lJ 06/30/2002 379.83 40R. AsscssmCllls 10/311200lu 06/30/2002 379.83
10'). refuse 10/31 to 12/31 22.54 409. refuse 22.54
110 410.
'" 411.
112 412
120. GROSS AMOUNT DUE FROM BORROWER 56,475.13 420. GROSS AMOUNT DUE TOSELLER 52.433.75
2tXI. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDOCTIONS IN AMOUNT DUE TO SELLER
201. DepD~it nrcl1rncsl moncy 5,000.00 SOl. Ellccssdeposit(scc Instructions)
202. f'rillo,;ipal lIl11llunl 1'1' ncw luan{s} 502. Sclllclllcntchargcs to scUct{lillc 14(0) 5.287.68
:!t}3 E.,i~ling lOIIlI(S) lllken suhjcel 10 503. E)l;isting loan(s) lllkcnsubjeclln
204 Mortgage $136000 ($84524,B7 held by 51.475.13 504. Payuffofllrstmorlgllge loan 17.6Z0.8()
2.05 lender re: 'Coos.truction} 505. PlIyoffofsecond morlgagc IlJ(ln
2U6. 506. Overnight payoff to ATHirst 25.00
!.O7 507.
20R. 508.
20t). 509.
Adj\l.~llllents for itcms ullpnid by seller AdjuslmemsforilemsullpaidlJysellcr
210 Cily/loWnllllles '" 510. CilyJlowlllnxcs '"
2\\,Cll\1llIYlax.cs '" 51!. COUUlYllllICS to
212 As~es~rnculs '" 5]2. Assessments '0
213 513.
214 514.
!.IS. 5\5.
216. 516,
217. 517.
21R. 518.
219. 519.
220, TOTAL PAID BY/FOR BORROWER 56,475.13 520. TOTAL REDUCTION AMOUNT DUE SELLER 22.933.48
I 300. CASI-l AT SETTLEMENT FROM/TO BORROWER 600. CASH AT SElTLEMENT TO/FROM SELLER
, .301. Gr"~sanlllunl due from hj'rrower(line 120) 56.475.13 (ill. Gross lImount due t\l scllcr{lillC 420) 52.433,75
)02 Lcs~ ilmOUJltl'llid hy/forl:lurrowcr(line 220) 56,475.13\ 602. Lcl;S rel.l\lclhm amnunt due scller(linc 520) , 22~3f48)
J()) CASH(D FROM)([XJTO) BORROWER 0.00 603. CASH([Kl 1'0)(0 FROM) SELLER 2':1.500.27
The illfoflIHllinn cunlaincd in Block.~ E, G. II nnd I <Iud on linc 40] or, if rillc 401 i_~ :Isleri.~ked.
lillcs4(JJ ,Iud 404 is importllnt lux informatiun !Iud is beillg furni.shed to thc lutCflUlI RcvcllucService.lfY{lUllfcrcq\lircll III file a return, a negllgenec
I'clInlly or olhcr ~,lIl1;li(1n will be imposed on you if lhis ilcm is required 10 he reportcd nnd thc IRS dclcnllincs lhlll ill1a.~ not hccn rcported.
1UD-l SETTLEMENT STATEMENT
~ Brainstorm Software 1-540.665-0800
\o'ARNING: II i,~ II crime III knowingly make false stlllements to the United SUites
lin lhi~ ,)f any tJlher"simHnr form. Penalties tJp(ln cunlliction call include II rillC
and imprisunment. F(lr details see: Title 18 U.S. Code Section 1001 & 1010.
SETTLEMENT STATEMENT
PAGE 2
L. SElTLEMENT CHARGES PAID FROM PAID FROM
71Xl. TOTAL SALESIBROKER'S COMMISSION based on prke S 52.COO.00 @ 6.0 % , 3,120.00 BORROWER'S SELLER'S
Division 'lfcnmmission (Jine 70(J) as follows: FUNDS AT FUNDS AT
701 S 3,120.001(1 .JG< ERA SETTLEMEN'r SETTLEMENT
702 S ,,,
703 Commissinn !laiu at Settlement 3.120.011
1\\4.
,,~ ITEMS PA YABLE IN CONNECTION WITH LOAN
1I01. L"ilIlOri~Jnl\li"" Fee % Comnerce Blink. 1.360.00
H02 '-OM] Dis<,:"ulIl % Corrmerce Bank
IiIlJ. Appraisal F<.:e 275.00 to lG Conner Real Estate Appraiser lTO 275.00
H04. Crcdit Repurt ,,,
"" Lender's Insl'cctiull Fcc Conmerce Bank 2H,GO
RI)\). MllrlglltclnsUfuneeAl'l'li<.:alinn Fcc '"
.,#)7 AsslImplion!"e';
HUR Coomerce Bank doc prep fee 350.00
"" COfllJlerce Bank flood cert fee 17.00
XIO.
XI'
""'. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
~1I lnlneslfrom 10/31/200110 1l/01/2001@$ Iday
902. Mllrtgagc IllSUfUllee Premium for mllnlh~1n
'Xl] llu_\\l\\ h'~\lrnllce Pfem'lUtI\ ror YCllTShI
')04.
WS.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hil/.arll insurance mnnths@$ j'ef\t\<.ll1th
IOll2. I\lorlgagc irl.~UUlI\cC mOillh,~@$ I'crmonlh
looJ CilYl'ropcrlyI1.11es mOllths@$ perllltJlIlh
t004. C"U'I\;i I'f"l'crl)' IlIlU'" mUJllhs@$ 15.65permul1th
1005. Annual !lSSt',~liments mOlllhs@$ 47.74 per month
ll~l6 mOlllhs@$ permonl11
1007. m\lllth.~@$ pcrrnnnth
lOWI Aggregate Adjustment
]\00. TITLE CHARGES
1101. SClllcmclU or closing fce '" lllw Offices of James A. Miller 35,00
I\\ll. Ah~\r:lclllf lille search '" lonn1 Abstract
1103. TilJccXil1l1imllitlll '" Law Offices of James A. Miller
1104 Tille insurancel1inder '" looni Abstract
I !OS DnClltnCntprcparnl;oll '" Law Offices of James A. Hiller
1106. Notary fees ,,, cash 10.00 10.00
IHJ7 AltOrllcfsl'ees ,,, Law Offices of James fl. Miller 966.38
(indlldes,lhlllle ilcms Nurnbcrs: 01throughOB )
llOR, Tilleinsufllnce ,,, Stewart Title Guaranty
(incJu<.lcsahlllle items NumlJ.crs: )
IIO<}. LClldcr'.~c,wcnl!;cS 136,000.00 COIlIl1eT'Ce
1110 Owncr'~coverl\g.: $ 52.000.00 Connor
1111. Endorsements laO, 300, B.l 150.00
1112, Elizabeth Quigley, Esqu'ire deed
1113 Faith Nicola. 2001 school taxes 643.03
}2UO. GOVERNMENT RECORDING AND TRANSFER CHARGES
110\. Recording fce.~' Deed $ 35.00 ;Morcguge$ 60.00 ;Rclellses $ 20.00 95.00 20.00
12(J2 Ci\)'lclllml)'IlI:l.lsl11lllpS: Deed $ 520.00 ;Murtgllge$ 520.00
110] Slak l<lx/slamps' Deed $ 520.00 :Mortgagc$ 520,00
1104.
1205
1300. ADDITIONAL SE'ITLEMENT CHARGES
I3U\. Surve)' ,,, Akens Engineering 860.00
1302. Pest inspection JA1..aU/tn
\303. Bo, refuse 10/01 to 12131 34.00
IJU4 Sewer April 15 to Oct 31 45.50
IJOj Pa American Water halance due 0.15
1400. TOTAL SElTLEMENT CHARGES (elller on lille 103, Section J aud line 502, Section K) 4,016.38 5.287.68
/..:~. -
B(]rrnWer~ Sellers by: Karen l. Hoffman. Exec\ltrix
The HUD.l Sdl!emcl\\ SIM-emcl1\ wllit:l, 1 have prepared is a true and accurate account of this tmnslletioll. I have caused ur will cause till: ("!Iuds 1(1 he dishursctl
inaecortlllJlccwilhthisslatemenl. .
-'~
Sc\tlcmel\I^~clll ~:tc~s of J<'lmes A. Miller
October 31,
2001
Dllle
'.
!l allfirst
Allnr.~l Hn,llldal <:c.:nln N./\.
p.o. Box 900
t\lillsb(Jl'O. [)I.: lel')(,h
July 31,2001
Law Office
Elizabeth P. Quigley
26 East Main Street
P.O. Box 428
New Bloomfield, PA 17068
RE: Estate of .llJcrm!ln A. Ander:;vn
Dute of Death: June 21, 2001
~~=.i.&l Se-:;!.rlty l':u:::ber: 188~05-7S'<':4
Dear Ms. Quigley:
In response to your request, please be advised that at the time of death, the above-
named decedent had on dF:Josit with this bank the following accounts.
1. Account Type........................... Checking Account
Account Number....................... 0056151616
Ownership (Names of1 .......... .. f~ornlan A. 'Andersun
Opening Date........ ..... ..............08/02/95
Balance on Date oJ Deatll....... ..$692.58
Accrued Interest
$
.15
Total...................................... .$692.73
2. Account Type........................... Home Equity Line of Credit
ACCOWlt Nunlber.......
... '1101:310000]
OWllership (Nm"cs oj).
I~onllall ,\. A.ldcrson (Prilll[1r)' I)orrowcr)
I)orolhy M. Anderson (Co-l3ol'l\)wer)
Opening Date....... ......... ...........08/02/99
Line oJCredit....... .... ............... .$50,000.00
Bulallce On Date oJ 0"allt..........$1 7,457.95
. Page 2
July 31, 2001
3. Account Type........................... Revolving Signature Line oCCredit
Account Number....................... 23000000041651
Ownership (Names of).............. Norman A. Anderson
Opening Date........... ................04/25/01
Line a[Credit.............. .............$5,000.00
Balance on Date o[Dl'ath.........$O.OO
111is letter docs not include any accounts in which the deceased may have been listed as power of attorney,
custodian of uniform transfers, representative payee, or trustee under a written trust agreement.
For any additional information on these accounts, please contact our branch at:
1200 Market Street
Lemoyne, PA 17043
Phone: (717) 255-2271
'I
llL'~'4117ftL
Charlene Warrington, Assudate I
(302)934-2722
Sincerely,
.~ .
[/ZdltilL
" ,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
NORMAN ANDERSON
. Deceased
No. 21-2001-661
of 2001
To the Clerk of the Orphans' Court:
Enter the claim of DISCOVER FINANCIAL SERVtCES, INC,
Acct. 6011002795528546
In the amount of
$437,00
, against the above entitled estate,
The decedent, who resided at 142 N 4TH ST, , LEMOYNE PA 17043
died on
6/21/2001
, Written notice of said claim was given
\0 KAREN L HOFFMAN
,if known to claimant, at
(Personal Representative or counsel)
113 N SPORTING HILL RD, MECHANICSBURG, PA 17050
on
September 5, 2001
(Dafe}
(Claimant) ~ivr
Address:
5330 East Main Street, Suite 200
Columbus, Ohio 43213
A/IA-
Claimant's Counsel I
Address
j.
IN THE COURT OF COMMON PLEAS, CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF
N A ANDERSON
Register's # 2101661
Deceased
CLAIM
To the Clerk of the Orphans' Court Division:
Index and make proper entry in your official records of the
claim of Citibank(South Dakota)N.A. in the amount of $7,636.68
against the estate of the above-named decedent. This claim is
filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S. ss. 3532
(b) (2).
The said decedent, whose last known residence was at
4TH ST LEMOYNE PA 170431605
142N
Written notice of this claim was given to ELlZEOETH P
QUIGLEY, AlI'y, P.O. BOX 428, NEW BLOOMFIELD, PA 170680000 on August 29,2001.
( alman
Tammy A elo e, Manager of Citicorp Credit Services,
Inc. under Ited power of attorney for Citibank (Soulh
Dakota) N.A.
7930 NW 110 Street,
Kansas City, MO 64\ S3
(Claimant's Address)
01129/2001."_
Acct.. .542418022778!i!iee
WWR#02299641
FORNI 93-0.C. DIVISION
IN THE COURT OF COMMON PLEAS
of
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS ' COURT DIVISION
IN RE: ESTATE
OF
No.21-01-00661
of
Nonnan A. Anderson
Deceased
Goods and services purchased on Mastercard
Bank of America N.A. Account No. 5393641000001094
CLAIM
To the Clerk of Orphans' Cnurt Division:
Index and make proper entry in your official records oflhe claim of Bank of America N.A.
c/o Weltman. Weinberg & Reis Co.. L.P.A.. 323 West Lakeside Avenue. Suite #200. Cleveland, Ohio 44113-1099
(Claimant)
in the amount of$3,059.22
against the estate of the above named decedent.
This claim is filed under Seclion 3532 (b) (2) of the Probate, Estates and Fiduciaries Code.
The said decedent, who resided at 142 N 4TH Slreet
Lemoyne, PA 17043
, died on June 21.
(Address)
20Q!.
Written notice of this claim was given to Karen L Hoffman, FID and Liz P. Ouiglev. Esquire
113 N Sporting Bill Rd, Mechanicsburg, PA 17050 and POBox 428 , Bloomfield, PA 17068 on
/ (Personal representative, if any, or~o ei)
/0 26 ,2001
I
(CIa nl
Tra' . oos, Agent for the Claimant
c/o Weltman, Weinberg, & Reis Co., L.P.A.
323 W. Lakeside Ave., Suite200
Cleveland. Ohio 44113
(Claimant's Address)
PROOF OF CLAIM
STATE OF PENNSYLVANIA: SURROGATE'S COURT
COUNTY OF CUMBERLAND
PROOF OF CLAIM IN THE
MATTER OF THE ESTATE
OF
Nonnan A Anderson
ESTATE/FILE NO. 21-2001-661
ST ATE OF NEW YORK
ERIE COUNTY
sS.:
On this 14'" of March 2002, before me personally appeared Cheryl Ziccardi, an officer ofHSI3C at
its office at PO Box 2103, Buffalo, New York 14240-2103, who, being duly sworn, deposes and
says: That the annexed elaim consisting ofthe outstanding balance on credit card account
IIM7138303134 amounting to the slim of$7108.01 as of 06/05/01 , is justly due to this deponent
from the estate of Norman A Andcrson, that all payments have been credited and that there are no
offsets against the same to the knowledge or belief of the deponent. Interest, fees, costs, expenses,
advances will continue to accrue on the specified balance at the finance charge set forth in the
loan/line agreement/note nntil paid in full.
By:
Suhscribel) and sworn to before me
This ~day of Jt'6,,-h ,2002
?1ldwg ilo! (/1$
NOTARY PUBLIC
MICHAEL \JH)JIILl..E rl<
Nota!"'/ F'I.:blic. ;,;I:!t~ iJ! thw Yo
('l"'-"';;<'IJ \"', H",I.,ulJnly
",,,,,,,. ',' . 117/2UD2
My Cullllllis~i::;n c;(j.ilru506
CORPORATE VERlJfICATION
ST ATE OF NEW YORK
COUNTY OF ERIE ss,:
Cheryl Ziccardi, being duly sworn, says that I am an oflicer ofHSBC, the banking organization
named as claimant; I have read the foregoing claim and know the contents thereof; the same is true
of my own knowledge, except as to the mallers therein stated to be alleged upon information and
belief, and as to those matters I helieve them to be true; the reason why this verification is made by
me and not by the claimant is that the claimant is a banking organization under the laws of the State
of New York and the source ormy infonnation and the grounds of my belief as to all malleI'S in the
elaim not stated upon my own knowledge are investigations which I have made or caused to be
LAW OFFICE
ELIZABETH P. QUIGLEY
26 EAST MAIN STREET
P. O. BOX 428
NEW BLOOMFIELD. PENNSYLVANIA 17068
PHONE: (717) 1582-4335
FAX: (717) 1582-7697
August 21, 2002
Cumberland County Court House
Register of Wills
Hanover & High Street
Carlisle, P A 17013
RE: Estate of Norman A. Anderson
File # 2001-0661
To Whom It May Concern:
Enclosed please find two (2) copies of the Inheritance Tax Return and my check in the
amount of $15.00 for the filing fee.
EPQ:bb
encs.
LAW OFFICE
ELIZABETH P. QUIGLEY
26 EAST MAIN STREET
P. O. BOX 428
NEW BLOOMFIELD. PENNSYLVANIA 17068
PHONE: (717) 582-4335
FAX: (717) 1582-7&97
August 27, 2002
Register of Wills
Cumberland County Courthouse
Hanover & High Streets
Carlisle PA 17013
Attn: Cheryl
RE: Estate of Norman A. Anderson
Estate No. 2101-0661
Dear Cheryl:
As per our recent telephone conversation, I am enclosing receipts or releases of claims in
connection with three claims that were filed with the Estate of Norman A. Anderson as
follows:
1. Citibank
2. Discover Financial Services, Inc.
3. Bank of America N.A.
I am also enclosing a check in the amount of$15.00 to cover the filing fee for these three
releases.
!!
I am enclosing a copy of letter of release of claim that was evidently sent to your office. This
is from the Allfirst Bank claim. I am enclosing a copy of what they supposedly sent to you.
If you did not receive this, please put a note in my return envelope, and I will send the
original letter to you for filing.
I believe there is one more claim, HSBC Bank USA that has been paid. However, we have
not yet received the release of claim. I will file that as soon as it is received.
I am enclosing a stamped, self-addressed envelope for return of the receipt and of your notice
as to whether Allfirst has been taken care of.
Thank you very much for your help in this matter.
EPQ/sa
Encls.
PO Box 17292
Baltimore, MD 21297
iii allflrst
November 6, 2001
~.
Register of Wills
Cumberland County
1 Courthouse Square
Carlisle, PA 17013
RE: Estate 21-2001-661
Allfirst Customer: Norman Anderson
Loan Number: 1110-1870-0001
To Whom It May Concern:
This letter serves as formal notification that the above loans have
been paid in full and closed. Please release our claim that was filed
under Allfirst Bank in October 2001 in the amount of $17,549.89.
Sincerely,
~~
C. Delgado
Sr. Analyst
Cc: Atty. Elizabeth Quigley
;'
WWR#02299641
IN THE CUMBERLAND COUNTY
PROBATE COURT
IN RE: ESTATE OF
)
)
)
)
)
CASE NO, 21-01-00661
Norman A. Anderson
DECEASED
SATISFACTION AND RELEASE OF CLAIM
The undersigned, Traci Soos, on behalf of Bank of America N.A., has received full
payment, has settled or compromised the claim filed in this proceeding against the above estate
on or about October 29, 2001 for account number 5393641000001094. This Satisfaction and
Release of Claim is executed to acknowledge discharge of the claim and to release the estate and
the personal representative of the estate from all further liability with respect thereto.
Executed this ~ ?;'hday of December , 2001.
/7l1UirJ~~
Traci Soos
Agent for Claimant
Bank of America N.A.
/VVv~
SCOTT S. WELTMAN, Attorney for Claimant
Bank of America N.A.
Weltman, Weinberg & Reis Co., L.P.A.
323 West Lakeside Avenue, Suite 200
Cleveland, OH 44113
December 18,2001
(,
ESTATE OF: N A ANDERSON
DECEASED
( NO. 2101661
( IN THE PROBATE COURT:
(PA
RECEIPT AND RELEASE
The undersigned hereby acknowledges receipt of payment and complete satisfaction of the lien
previously filed in this cause of action by CITIBANK (SOUTH DAKOTA), N.A., Tax ID #13-2665911,
for Citibank Account Number(s) 5424180227785588.
This is also a RELEASE of the Estate and all persons acting for or on behalf of such Estate with
respect to any and all claims or demands which the undersigned may have with respect to the Estate of
any of its assets.
STATE OF MISSOURI
COUNTY OF PLATTE
elTIBANK (SOUTH DAK~!), NA
BY: S'IV". - i/:c,._.J..---
SHA WN HARMER, Manager for Citicorp
Credit Services, Inc. under limited power of
attorney for Citibank (South Dakota) N .A.
This instrument was acknowledged before me on December 18,2001, by SHAWN HARMER of
CITIBANK (SOUTH DAKOTA), N.A., in said capacity and on behalf of said corporation.
...; i
PEGGY STRICKLER
Ray County
My Commission Expires
August 11, 2003
A46
CUMBERLAND COUNTY PROBATE COURT
ATTN: REGISTER OF WILLS, 1 COURTHOUSE SQUARE ROOM 102
CARLISLE P A 17013
In the Estate of NORMAN ANDERSON, Deceased
Case No. 21-2001-661
Release of Claim
The claim filed in the above-captioned estate on behalf of
DISCOVER FINANCIAL SERVICES, INe. in the amount of$437.00 for
Account No. 6011002795528546, has otherwise settled or been compromised for
$437.00, and this Release of Claim is executed to acknowledge discharge of the claim,
and to release the estate and the Personal Representative of the estate from all further
liability with respect thereto.
~ I. 'i.J~
Agent of ClaImant
Address: 5330 East Main Street, Suite 200,
Columbus OH 43213
Telephone: (877) 714-3739
EISI Matter No. 652267
CSHANDLER1JIR
v
HSBC ID
Account # M7138303134
Estate of Norman A. Anderson
File # 21-2001-661
Satisfaction of Claim
HSBC Bank USA,~Michael DelValle, said claimant, being duly
sworn, does state that she has received of the estate of Norman
Anderson Seven Thousand One Hundred Eight Dollars And One Cent
($7,108.01). I acknowledge this to be in full satisfaction of the
foregoing Claim.
HSBC Bank USA,
Dated:
ti)1/0d.
( ,
~j
~~
Claimant
Sworn
, 2002.
Notar
(Affix
CHERYL ZIC(.:j~jo;~
No. 01 ZI49G5$~C
Notary Public. State of i':JW V~f:'
Qualified in Erio CQur.:l'
My Commission j:xplres Apr, 23 1.QOIl
HSBe Bank USA
PO. Box 2103, Buffalo, NY 14240-2103
LAW OFFICE
ELIZABETH P. QUIGLEY
26 EAST MAIN STREET
P. O. BOX 428
NEW BLOOMFIELD. PENNSYLVANIA 17068
PHON!!: (717) 582-4335
FAX: (7'7) 582.7697
October 8, 2002
ATTN: Cheryl
Register of Wills
Cumberland County Courthouse
Hanover & High Streets
Carlisle. PA 17013
RE: Estate of Norman A. Anderson
Estate No. 2101-0661
Dear Cheryl:
As per our telephone conversation of today, enclosed please find a Satisfaction of Claim
from HSBC Bank USA for their claim of$7,108.01. I understand that they actually filed two
(2) claIms, the second one being to correct the aIllount. I believe they were filed on March
4th and April 22nd of2002. If that's the case, then I think one (1) Satisfaction of Claim will
take care of both of those.
I am enclosing $5.00 to cover the filing fee.
I understand that we now have just one (1) claim outstanding, that of Allfirst Bank. I believe
that this claim was filed in October of2001, in the amount of$17,549.89. This claim was
actually based on two (2) mortgages against Mr. Anderson's real estate and they were paid
off when we sold the real estate. I'm going to have to obtain a release from them to finally
close out this matter.
Thank you very much for your help in this matter.
~
;:[~ . ". .
..:~..... ..
.- ..../
C-----thizatJeth P. Quigley
EPQ:bb
enc.
\ Ib-r:J '/S - ?
\, BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ELIZABETH P QUIGLEY
26 E MAIN ST
PO BOX 428
NEW BLOOMFIELD PA 17068
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-30-2002
ANDERSON
06-21-2001
21 01-0661
CUMBERLAND
101
'*
IEY-1547 EX AFP (01-021
NORMAN
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 ~
R'EV=is47-EX-AFP--foY:oZY-NOTicE--OF-YNHEifiTANCE-TAX-itPPRXisEifiNT~--ALioWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ANDERSON NORMAN A FILE NO. 21 01-0661 ACN 101 DATE 09-30-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. AlIOunt of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
NOTE:
52.000.00
.00
.00
.00
L 126.33
.00
.00
(8)
8.370.39
37.424.77
(11)
(12)
(13)
(14)
.00 X
7.331.17 X
.00 X
.00 X
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax pay_nt.
53.126.33
45.795 16
7.331.17
.00
7.331.17
00 =
045 =
12 =
15 =
.00
329.90
.00
.00
329.90
(19)=
n'''~n. ,,~w~... . {+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-19-2002 CDOO0978 .00 556.21
TOTAL TAX CREDIT 556.21
BALANCE OF TAX DUE 226.31CR
INTEREST AND PEN. .00
TOTAL DUE 226.31CR
. 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.)
LAW OFFICE
ELIZABETH P. QUIGLEY
26 EAST MAIN STREET
P. O. BOX 428
NEW BLOOMFIELD. PENNSYLVANIA 17068
PHON!!: (717) 1582.4335
FAX: (717) 1582.7697
October 24, 2002
A TTN: Cheryl
Register of Wills
Cumberland County Courthouse
Hanover & High Streets
Carlisle, P A 17013
RE: Estate of Norman A. Anderson
Estate No. 2101-0661
Dear Cheryl:
I am enclosing for filing a letter from Allfirst Bank notifying your office that their claim on
the captioned estate has been paid in full and closed.
Enclosed also please find my check in the amount of$5.00 for the filing fee.
I believe that all claims in this estate have now been satisfied of record. If this is not correct,
please advise.
Thank you very much for all of your help in this matter.
v:~
~
Elizabeth P. Quigley
EPQ:bb
encs.
o Box 17292
21297
Allfirst Bank
Mail Code: ')01-340
PO. Box 17292
BClltimore. MD 21203
November 6, 2001
Register of Wills
Cumberland County
1 Courthouse Square
Carlisle, PA 17013
RE: Estate 21-2001-661
AlIfirst Customer: ~~oiman Anderson
Loan Number: 1110-1870-0001
To Whom It May Concern:
This letter serves as formal notification that the above loans have
been paid in full and closed. Please release our claim that was filed
under Allfirst Bank in October 1,2001 in the amount of $17,549.89
If you should need any further assistance please feel free to give me a
call at 1-800-338-4728 option 3.
Sincerely,
CJ;;f~
C. Delgado
Sr. Analyst
/ ~-o1.y..5 - 9
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-UD7 EX AFP IOI-D2l
ELIZABETH P QUIGLEY
26 E MAIN ST
PO BOX 428
NEW BLOOMFIELD PA 17068
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-21-2002
ANDERSON
06-21-2001
21 01-0661
CUMBERLAND
101
NORMAN
A
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this form with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=ii,;fj-i3f-AFP--foY:02Y------...-iNirERITANCE-TAX-Si'1rfEMENT-OF-ACCouiff--.-i.------------------ ---
ESTATE OF ANDERSON NORMAN A FILE NO.21 01-0661 ACN 101 DATE 10-21-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-23-2002
PR I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
329.90
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-19-2002 CDOO0978 .00 556.21
10-02-2002 REFUND .00 226.31-
TOTAL TAX CREDIT 329.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
If
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
vnll MA v RI' nilI' A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/07/2003
HOFFMAN KAREN L
113 NORTH SPORTING HILL ROAD
MECHANICSBURG, PA 17050
RE: Estate of ANDERSON NORMAN A
File Number: 2001-00661
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 6/21/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc:
JFile
Counsel
Judge
r>;K
STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland ,PENNSYLVANIA
Name of Decedent: Norman A. Anderson
Date of Death:
File No.
06/21/2001
2001-00661
~---------"---_._-~_..._~--_._-,--~-----,-----_..- ._-----_._.._--~- .'.-
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the completion of the administration of the above-captioned estate:
1 . State whether administration of the estate is complete:
YES _~
NO ____
2. If the answer is "No", state when the personal representative reasonably believes that the
administration will be complete:
3 If the answer to NO.1 is "Yes", state the following:
a. Did the personal representative file a final account with the Court?
Date: 05/15/2003
(;)1
(')
5
o
(l)
a::
YES ____ NO __X.__
b. The separate Orphan's Court No. (if any) for the personal representative's account is:
c.
Did the personal representative state an account informally to the parties in interest?
YES--.X~ NO__
d.
Copies of receipts, releases, joinders and approvals of formal or informal accounts may
be filed with the Clerk of the Orphans' Court and may be attached to this re
o
~
o
q:
t:.,! Et
1.0
26 E. Main St., P.O. Box 428
Address
>-
~
g
':\3
.' 25
,;, .0
C~
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aU
717 -582-4335
Tel. No.
New Bloomfield
.________p A 1ZQ68_.
p
Capacity: ~ Personal Representative
.~ Counsel for personal representative