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IIETITION H>H 1)lmnATE and GRANT OF LETTERS
No. a.. J - q!5 - 7 5 "7
To:
":,,,1/,. III Katl)rY!1 M. ..Mor9g,n
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Reglsler of Wills for the
, ..".. ,..,...., nf'''f.tI,lrtl. COIlIllY of Cumberland In the
SlIdtll.,,'l""II,I' Nil. . !lOJ ~'I O~ i'll 0 Commonwealth of Pennsylvania
Th~ 1"'IIIIIIn 1111111' 1I111"'''I~n~1I r~'I'~~lfllll)' '~presents Ilml:
Ylllnl"'llth\n~II'I, Ilhll 1,/lIr~ 1M )'~lIrs of nge or oilier onthe exeClllor
Inlh~III\1 1IIIIIIllh"lIhlllell~cl'lIenl"hll~1I ,Iun.. 17,
1111I1 cmlldl(,) Ihll~1I _,_..__.._
named
. 19~
l'llllt' l"'t'\",11 ...lrt"unntnllt'c\. (,p. renunciation. dealh of clilCClIlor, cIC.)
lJec~III"'"1 11111 1llllllldkllnlll~lIlh In Cumberland COllnlY. Pennsylvania. wllh
h or hili 1'1111I11)' '" I'rlndpnl 'e,ld~lIce nI 120 Fry..to.wn Iln..rI, ('a rl i 'ills. "ppsr
_.f..r..!InkJ..9,r.!!.....T.O..wlll11lU~mbe..1 and Cnunt.y, PII
(II" ~lIcet. number nmJ l11unclpalll)')
1>~~f1~lflt!ll~Ir:~T-I~OBreil~'i'fllge.dled June 16. .199<;
III ___,.. _.._...._..9__P. .
E'C~Il\ '" Inllllll '. lI~c~lI~nl did 1101 IIIl1rry. WIIS nol divorced and did nol hove a child born or ado pled
lIf1er e'~~1I111111 III' Ihe 11111 IIIT~1Cl1 for probllle; was nOllhe vlcllm of a killing and was never adjudicated
IlIclllllpelelll: III!13J~!l!l.!!J Warren Moraan. died December 29. 1979
\)ec~IIII~1I1 III delllh IIwllellprllperlY wilh esllmllled values os follows:
(If lllllllll'ikd III I'll.) Allpersolllll properlY S 5.000.00
(If 11111 dlllllldl~lIln I'll.) Personal properlY In Pennsylvania S
(If 11111 IIUlllklkll Iu I'll.) I'~rslllllll properlY In COllnly S
Vnhl" III' 1~1I1 ellllle III l'elln'yl\'II1I11I S
,11II1I1~1I II' I'ullllll";
WIIEIII'!'OllE. p~llIlnller(s) mpeclflllly requeM(s) Ihe probale of Ihe last will and codlcil(s)
1'"'\CIII"llln'I'llilh 1I11l11h~ [lrllllllll' lellers Tes tamen tary
HeMnmcrllnry; ndmlnlmnllon c.I.a.; administration d.b.n.C'.I.n.)
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phone _7..76..",_46.0..4
OATH OF I)ERSONAL REPRESENTATIVE
t:OMJ\WNWEAI.TII 01' I'ENNSYLVANIA } s
t:OlJNTY 01' Cumberland S
I'Iw IWIIIIIIII\'I">> ll!lU\'I,"llilmcd ~wcur(s) or nrnrm(s) lhnllhc slnlcmenls In ahe roregoing I1clilion arc
Itlle IInll ~lIrr~CI '0 Ihe hesl or Ihe knowledge and belief of petitloner(s) and that os personal represen-
IlIliw(s) III' Ih,' uhOle d~cedenl pelitlone,(s) will ~d Itllly dmlnisler thc eslale according 10 IlIw.
SIlOIll 10 nr ufflrmell nnd subscribed ~ e cg:> -. '"
hefol~ 1II~ Ihi, 6 th d5' of 'S'
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MQR'l c. LEWl Rel/isler U ~
No. ?'-Q~""7~:Z
Estate of
Kathryn M. Morqan
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW October 11 19.22-. In consideration of the petition on
Ihe reverse side hereof, sotlsroetory proof having been presented before me,
IT IS DECREED that the Instrument(s) doted June 12. 1995
described therein be odmllled to probate and med of record os the lost wlll of Ka thryn M.
Morgan
and Lellers Testamentary
ore hereby grnntedto Ch"r1p" R. Mnrg""
7Jfln?1 ~ J4n~'~ fill>, {1;1 fJ'h f],,,,, .
RellSler of Wills "lI'd
FEES
Probate. Lellers, Etc. ......... $
Short Cerllncates( ).......... $
x-pBgea
RenunCiation ................ S
JCP $ 5.00
TOTAL _ $ 40; nn
Filed .. .9~r~~~.~.H.... ~.~~.~...... ...
25.00
9.00
6.00
Richard r.. Wphhpr. .Tr., R"q. #49634
ATTORNEY (Sup. Ct. 1.0. No.)
366 Green Spring Road, P.O. Box 40
Mo'L'u.J 1 19. 91\ 17241 0040
ADDRESS
(717) 77fi_fi'ififi
PHONE
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MAILED ORDER AND LETTERS TO ATTORNEY OCTOBER
1995.
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LAST WILL AND TESTAMENT OF KATHRYN M MORGAN
I, KATHRYN M. MORGAN, OF CARLISLE, CUMBERLAND COUNTY, COMMONWEALTH
OF PENNSYLVANIA, BEING OF SOUND AND DISPOSING MIND, MEMORY, AND
UNDERSTANDING, DO HEREBY MAKE, PUBLISH AND DECLARE THIS AS AND FOR MY
LAST WILL AND TESTAMENT, HEREBY REVOKING ALL OTHER WILLS AND CODICILS
HERETOFORE MADE BY ME.
FIRST
I DIRECT THE PAYMENT OF MY DEBTS AND EXPENSES OF MY LAST ILLNESS
AND FUNERAL FROM MY ESTATE AS SOON AFTER MY DEATH AS CONVENIENTLY MAY
BE DONE. IF THERE BE NO CEMETERY LOT AVAILABLE FOR MY INTERMENT, OWNED
BY ME AT TIME OF MY DEATH, I AUTHORIZE MY PERSONAL REPRESENTATIVE TO
PURCHASE SUCH CEMETERY LOT WITH A CONTRACT FOR PERPETUAL CARE, USING
FUNDS FROM MY ESTATE, IN SUCH AMOUNT AS MY PERSONAL REPRESENTATIVE
SHALL CONSIDER NECESSARY AND DESIRABLE, I AUTHORIZE MY PERSONAL
REPRESENTATIVE TO CAUSE TITLE TO OR OWNERSHIP OF SUCH LOT SO PURCHASED
TO BE VESTED IN SUCH PERSON AS MY PERSONAL REPRESENTATIVE SHALL
DESIGNATE.
SECOND
I APPOINT MY SON, CHARLES E. MORGAN, AS EXECUTOR OF THIS WILL, IN
THE EVENT OF THE RENUNCIATION, DEATH, RESIGNATION, OR INABILITY TO ACT
FOR ANY REASON WHATSOEVER OF MY SON, I NOMINATE, CONSTITUTE AND
APPOINT JUNE E. WEBSTER MORGAN, AS EXECUTRIX.
THIRD
I GIVE, DEVISE AND BEQUEATH ALL TANGIBLE PERSONAL PROPERTY AND
REAL ESTATE OWNED BY ME AT THE TIME OF MY DEATH, TOGETHER WITH ALL
INSURANCE POLICIES THEREON, AS FOLLOWS:
A: THE AMOUNT OF $500.00 DOLLARS EACH IS TO BE GIVEN TO THESE MY
GRANDCHILDREN:
WARREN MORGAN III
TONI LEE MORGAN
RITA MORGAN
CHARLES E. MORGAN II
TOMMY A. MORGAN II
BRYON B. MORGAN
TONYA E. MORGAN
BLAIN A. MORGAN
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ALL THE REST, RESIDUE AND REMAINDER OF MY PERSONAL PROPERTY AND
REAL ESTATE, OF WHATEVER NATURE, TOGETHER WITH ALL INSURANCE POLICIES,
THIS SHARE SHALL THEN BE DIVIDED EQUALLY AS IS PRACTICABLE UNTO THESE
MY CHILDREN, WARREN MORGAN, JR., CHARLES E. MORGAN AND TOMMY A.
MORGAN. IN THE EVENT, WARREN MORGAN, JR. AND TOMMY A. MORGAN FAILS
TO SURVIVE ME FOR A PERIOD OF (30) THIRTY DAYS THEIR SHARES WILL BE
DIVIDED IN NEARLY EQUAL SHARES UNTO THEIR CHILDREN.
FOURTH
IN ADDITION TO THE POWERS CONFERRED BY LAW, I, AUTHORIZE MY
PERSONAL REPRESENTATIVE, IN ITS ABSOLUTE UISCRETION TO RETAIN IN THE
FORM RECEIVED AND TO SELL EITHER AT PUBLIC OR PRIVATE SALE ANY REAL OR
PERSONAL PROPERTY.
NO EXECUTOR OR EXCUTRIX NAMED UNDER MY WILL SHALL BE REQUIRED TO
FURNISH BOND IN THIS OR ANY JURISDICTION.
IN WITNESS WHEREOF, I, HEREUNTO SET MY HAND AND SEAL THIS 12th DAY
OF June A.D. 1995.
-?r}, t
KATHRYN M MORG
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SIGNED, SEALED, PUBLISHED AND DECLARED BY THE ABOVE-NAMED
TESTATRIX, KATHRYN M. MORGAN, AS AND FOR HER LAST WILL AND TESTAMENT,
IN THE PRESENCE OF US, WHO, AT HER REQUEST, IN HER SIGHT AND PRESENCE
AND IN THE SIGHT AND PRESENCE OF EACH OTHER, HAVE HEREUNTO SUBSCRIBED
OUR NAMES AS WITNESSES.
Q.- /JJ ~J7-t-v ADDRESS
Favetteville, Pa
17222
~ . 0 ~ .;J /,;,. r I ~7.;;. ADDRESS Chambersburg. Pa 17201
. .
ACKNOWLEDGEMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF FRANKLIN )
WE, KATHRYN M. MORGAN nnnAld R Myers AND Julia B Walls ten
THE TESTATRIX AND THE WITNESSES, RESPECTIVELY, WHOSE NAMES ARE SIGNED
TO THE ATTACHED OR FOREGOING INSTRUMENT, BEING FIRST DULY AFFIRMED, DO
HEREBY DECLARE TO THE UNDERSIGNED AUTHORITY, A NOTARY PUBLIC, THAT THE
TESTATRIX SIGNED AND EXECUTED THE INSTRUMENT AS HER LAST WILL, AND
THAT SHE EXECUTED IT AS HER FREE AND VOLUNTARY ACT FOR THE PURPOSES
THEREIN EXPRESSED, AND THAT EACH OF THE WITNESSES, IN THE PRESENCE AND
HEARING OF THE TESTATRIX, SIGNED THE WILL AS WITNESS, AND THAT TO THE
BEST OF HIS OR HER KNOWLEDGE THE TESTATRIX WAS AT THAT TIME EIGHTEEN
YEARS OF AGE OR OLDER, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE
INFLUENCE.
~
TESTATRI KATHRYN MORGAN
C'\ _.9z/"e: ?7~t.-'L./
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SUBSCRIBED, AFFIRMED, TO AND ACKNOWLEDGED BEFORE ME, A NOTARY
PUBLIC, BY KATHRYN M. MORGAN, THE TESTATRIX HEREIN, SUBSCRIBED AND
AFFIRMED TO BEFORE ME BY nnnR1rl R Mypr~ AND Julia B Walls ten
WITNESSES, THIS 1 hh DAY OF IlIn" A.D. 1995
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NOTARY PUBLIC .~'
Nola.al Sonl J
Vlolat A, M,.,s. NOlory Public
Groan. Twp" Franklin Count
My Commlsllon E.plr.sAug. a, ra9R
Member, f'8nrlsytvria Associallon 01 Nola, .'.
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Kathryn M. Morgan
June 16, 1995
Date of Death:
Will No. 1995-00752
Admin. No.
N/A
To the RegisLer!
I certify that notice of beneficial interest 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
December 4. 1995:
Name
Charles E. Morgan II
Warren Moraan. Jr.
Address
;1;al!"'~;!:~.'Ur:h ~~;;: ;~;lr~~y }~r;
Box 5150 Waller Road, Pfaff town, NC
17065
F.;:I~t: ':tnn Nn....t:hl'
Gunnison, UT 84634
27040
Warren Morgan III
MK3 Toni L. Morgan C.G.C. Dallas (716) c/o Support Center Bldg. #11, New York,
NY .1uuu"I-5000
Rita Morgan Cooper c/o Central Utah Corr. Facility. 255 East 300 North.
Gunnison, UT 84634
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A
Date:
I)-I,,!/,,}'
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Signature ~
Name Richard L. Webber, Jr.
Address 366 Green Spring Road
P.O. Box 4U
Newville, PA 17241-0040
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Telephone1?1J 776-6566
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Personal Representative
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CERTIFICATION OF NOTICE UNDER RULE 5.6{a)
Name of Decedentl
Kathryn M. Morgan
June 16, 1995
Date of Deathl
Will No. 1995-00752
Admin. No.
N/A
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' <.:ourtRules was served on or mailed to
the following beneficiaries of the above-captioned estate on
December 4, 1995 I
Name
Bryon Morgan
Tommy A. Horgan
2143
2619
Address
Trail Basement Apt., Missoula, Montana
4th Avenue, Clarkston, WA 99403
59801
Tommy A. Morgan II 2912 W. Central Avenue, Missoula, Montana 59801
Tonya Morgan O'Connell 2188 Tuna Cayon Road, Topanga, CA 90290-9622
Blain Morgan
1120 Pope Ave. #6, Seymour Johnson AFD, NC 27531
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A
Date: /).I/-(Ilir
sii{!;!.~d~
Name Richard L. Webber, Jr.
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Address 366 Green Spring Road
P.O. Box 40
Newville, PA 17241-0040
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Telephone (717) 776-6566
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
CO......ONW'.'''' 01 P1NN.nv.NI. (TO BE FILED IN DUPLICATE
OlrAllMUII m "\,,(NUl 5)
,,,,,,,,~:::,'. ~~O~):..otoO, WITH REGISTER OF WILL
"-.._~ "un;(Omn;',h~rrrA!.T."li~sO'Hu.MiDD~( i~rrijC
lii . Morgan, KoJLhryn M.
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'0' DAnl o. DUTH Ami 12" 1/91 CH'CP..~!. ,/
If A SI'OUSAL 0
I'OV"" CIIDIT .1 CLAIM.D
,iLi NUM'" -
21 95
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00752
COUNTY COD,E
YlAR
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120 Fry town Road
Carlisle, PA 17013
401-48-2410
6/16/95 4/17/21
o 2. Supplomonlal Ro'urn
R.malnder R.turn
(fa, dol.. of doalh priarta 12.13.B21
f.d.rol Eltat. Tall
R.furn R.qulred
Tolol Numb., of Sof. D.posli BOKOI
c..
Cumberland
03.
05.
00 I. O'lglnal Rolurn
o 4. lImlled Ellolt 0 Aa. fulur. Int.rlll Compromit.
(lor da'o. of doa,h ahor 12.12.821
lliI 6, Decedenl Died To.'alo 0 7. Docodonl Malnlalnad 0 L1ylng Tru.'
IAuoch copy 0' WillI IAllach copy of TrulIl
ALL COQnFSrONOENCE AND CONFIDENTIAL TAX IN.ORMAnON SHOULD III D'.EenD TO,
r~"'MC u________ --- M MAIlIHO AODalU
Richard L. Webber, Jr., Esquire ~66 Green spring Road
P.O. Box 40
Newville, PA 17241-0040
1_8.
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776-6566
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I. Roal E.la'o (Schodulo AI ( 1)
2, S'ach and Bond. ISchodulo BI I 21
3, Cla.ely Hold Slack/Pannl..hlp Inl"..'ISchodulo C) (31
A, Mar'gage. and Nal.. Rocolyablo (Schodulo DI I AI
5. Ca.h\,Bank Dopa.ils & MI.ullanoau. Po..anal P'apony( 51
(Sc edulo EI
6, Jalnlly Ownod Prapeny (Schodulo F) ( 61
7. Tran.'e.. (Schodulo GIISchodulo LI ( 7)
B. Tolal Gran Anels (Iolollines 1.7)
9. Funeral Expen.es, Admlnhlratln Cosh, Mllcellaneous (9) I 12,999.20
E.pen.o. (Schedulo H)
10. Deb... Marlgago L1abilillo., Lion. (Schadulo I)
11. Talal Doductlan. (Ialolllno. 9 & 10)
12, Nel Value 0' E.lalelllno B mlnu.lln. III
13. Charllablo and GaYarnmonlal Boquo.', (Schedulo J)
]..1.' N., Value Subl." 10 To. (IIno 12 mlnu'lIno 13)
15. Amount of line 1A taMable at 6% role
Ilnclude yalue. from 5chodulo K or Schodulo M.I
16. Amount of line... 10M able at 15% role
(Include value. hom Schedule K or Schedule M.I
17. Principal 10. due (Add 10. from IIno 15 and from IIno 16,1
18, Credih Spou.al Poverty Credit Prior Paymentl
+ +
Iq. If linn 18 II g,eoter than line 17, enler the difference on line 19. Thl.l. the OVERPAYMENT,
EWI
20< If Iina 17 is g,eoler Ihon line 18, enler the dlffe,ence on line 20. Thl. II Ihe TAX DUE.
A. Enler the Inle,e.' on Ihe balance due on line 20....
(20)
120AI
(20BI
256.28
11399.80
16,697.62
( B)
18.0Q7.<12
(10)
826.87
13,026.07
<1.271 _ "'I'i
(11)
(12)
(13)
(lA)
<1.271 _ "'I'i
256.28
(IS)
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Check here)f yOU ore 'equelling a refu"d of yollr ove,payment.
256.20
B, Enler Ihe 10101 01 line 20 and 20A on IIno 20B. Thl. ,.,ho IIALANCE DUE.
Molee Check Payabl!...!CI~n~.!g~.~e' of Wills, Agen'
..- ....OF.' SURE TO iiliisWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH......
,dn, p.nolho, 01 rrrjury. I clnclor" thai I havee~omr~;~fihi,-;;'iUf."~in(ludi~ accompanyino,che'dul., and "olem""I., and 1~Ih-;l;;ilolmy .nawledg. and bllllr(
\ true, co"ecl on campll'I.. I declale .hol 011 real ..tal. ha. b..n ,.paned allrue marhl va lUll. Oeclaration af pr.po,e, other Ihon Ih. pllllonol ,.prfullnlolivlt "
,lid on olllnfol lion.,)f whi(h preporer ha. any ~no.,.,l.dge.
~ _ - .. ;J!l'?l}JP}IJIN R~ ADDUU DAn
'l.1fufi 1\" IlE,Ii,., J'H?ft . AI i'l d e wv i 11 e PAl 72 4 1 D'U
dl;/..A "'1.0d t. ) /1$'/ C;(,
=hard L. Webber, Jr., 366 Green Spring Rd., P.O. Dox 4U, Newvi1.1e, I'll
17241-0040
PLEASE ANSWER THE FOLLOWING QUESTIONS BY 'LACING A CHECK MARK I"..) IN THE
AP'ROPRIATE BLOCKS.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, .......................................
b. retain the right to designate who shall use the property transferred or its income,
c. retain a reversionary Interest or ...............................111............;.....................
d. receive the promise for life of either payments, benefits or care? .......................
2. If death occurred on or before December 12,' 1982, did decedent wilhin two years
preceding death transfer property without receiving adequate consideration? If death
occurred alter December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? .................................................
3. Did decedent own an 'in trust for' bank account at his or her deathi......................
'tE.S ~.9_
X
X
X
X
X
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
"VIS",... f""
ESTATE OF
~Ib
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWrALTH 0' ,rNNSVlVANIA
INHII"ANCI 'AX lnul'"
IIIIDIN' DICI~r!fT
Kathryn M. Morgan
(An "..rty ...fltly.ew..... with ,he _I,ht ., Survln"h1, mu,I 1M dlul...d .n Sch.dul. ')
IT!M
NUMBER
1.
DESCRIPTION
Members Federal Credit Union #57269-00
Accrued interest to date of death
TOTAL Alia In'er on IInl 5, RIco
tAHach addltloftal .~" IC 11- .h....lf moN .pac. r. ftHCf.d.1
,U 'H "_"_0'
-- .c......-;.....-.,'~. ,'i~-.'...,("iA"".;",H-',
PlIo" Prln' Dr l I
F E NUMBER
1995-00752
VAWE AT
DATE 01' DEATH
$ 1,397.78
2.02
S 1 399.80
I
I
I
~
IIVISOtlltIIJ.l'1
"~,,t,~~
....$Iv-.:
COMMONWlAtllt 01 "HNSo"IVANIA
1.,...,.11"'''''(1 ,.... 'IfU"~
_nIDIH'DfCHlIN'
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Kathryn M. Morgan
FILE NUMBER
1995-00752
Joint l.nnnt('I:
NAME
_m_,,__,__ ADDRESS ---....----- --RELATIONSHIP TODECEDENT--
185 Carlisle Road son
Newville, PlI 17241
A. Charles E. Morgan
B.
c.
Jolntly-own.d p,op.rly.
ITEM LmER DATE
FOR TOTAL VALUE DECll'S DOLLAR VALUE OF
NUMB'EI JOINT MADE DESCRIPTION OF PROPERTY Of ASSET % INT. DECEOENT'S INTEREST
TENANT JOINT
1. A. 5/10/9 PNC Bank, N.A. certifica e 10,000.OC 50% 5,000.00
of Deposit #171316001289 33.0E
Accrued interest to date 50% 16.54
of death
2. A. 5/21/9 PNC Bank, N.A. Oerti fica e 11,125.0C 50% 5,562.50
of Deposit #171324014656 43.6.
Accrued interest to date 50% 21.81
of death
3. A. 7/1/65 PNC Bank, N.A. checking 10,587.lC 50% 5,293.55
acct. #5140188474
Accrued interest to date 5.4' 50% 2.72
of dea th
4. A. 6/6/85 PNC Bank, N.A. checking 1,599.5l 50% 799.78
account #5130331329
Accrued interest to date 1.4' 50% .72
of death
TOTAL (AI.o Int"' on IIno 6, Rocopltulollon) S 16,697.62
(II more .pace i, need.d ;n.e,t additional ,h.." o( lome silt)
"V'II'''.I''''
ITEM
NUMBER
A.
1.
2.
3.
4.
5.
6.
7.
...
I.
2.
A.
C.
1.
2.
3.
A.
5.
6.
7.
8.
~~:~:~"
'. ~--
COMMONWU.,'H 0' 'INN",,,,,,N..
INH(lll"HCI ,... .11UIN
.nI0IH10IetOIN'
SCHIDULI H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
,--","'0'-
Ploolo Prlnl or T po
,
,
Kathryn M. Morgan
1995-00752
AMOUNT
$ 6,290.20
675.00
400.00
794.00
633.00
371.00
706.00
1,000.00
Probate Fell
Cumberland county Register of Wills 45.00
MllcoUo"oou, Eocpon'"1
Cumberland Law Journal - legal ad 40.00
TOTAL (AI.a onler an I1no 9, Rocapllulatlan) S. 12,999.20
Iff mo.. IpOCO II nood.d, In.." addltlonol IhOOIl 01 lamo II...)
DESCRIPTION
'unerol bpon"'1
Gibson-Hollinger Funeral Home, Inc.
Westminister Cemetery
Women's Christian service Center - meal after funeral
Tommy A. Morgan - airline ticket
Bryon Morgan - airline ticket
Anna Tyler - airline ticket
Tonya Morgan - airline ticket
Admlnl.lroll... Ca.lll
P...onal R.p....nlall.. Comml..lan,
Social S.curily Number al P...anal R.p....nlatl..'
V.ar Camml..lan. paid
3.
Allornoy Fell
Richard L. Webber, Jr., Esquire
Family eumpllan
Claimant R.latlon.hlp
Add.... 01 Claimant 01 d.ced.nl'. d.ath
SI...t Add.... _
City
Zip Cod.
Slato
',..',.....':..:H
.
.
,
...,......,'.... _a.o
~.~
COMMOIltWIIU'MU' "f.".."",.....
.....1.'1...'...,,,,,,...
.I"~'''' 0141(1,..,
SCHEDULI! I
DEBTS OF DECEDENT,
MORTGAGE L1ABLlTIES AND LIENS
lS'An 0'
PILI NUMBIII
1995-00752
Kathryn M. Morgan
mM DISCIlmoH AMOUNT
HUMBER
I. united of PA - JUly 1995 billing $ 48.70
2. United of PA - August 1995 billing 145.18
3. United of PA - September 1995 billing 26.32
4. Adams Electric Cooperative, Inc. - June 1995 billing 100.50
5. Adams Electric Cooperative, Inc. -JUly 1995 billing 149.72
6. Adams Electric Cooperative, Inc. - Aug. 1995 billing 243.24
7. Adams Electric Cooperative, Inc. - sept. 95 billing 66.90
8. Adams Electric Cooperative, Inc. - Oct. 95 billing 46.31
TOTAL IAh. _ ..II.. 10. IIKopll.lotlonl
I" ........ ".... It -.loti "-' o,uiHMo/ "'""" 01'0'" ,in'
S 826.87
"If" P'"
"TEOP
ITEM
lUMBER
1.
ITEM
NUMBER
r_.,;.;1t:'Yt:(H:-"",,<'j~:'
.
COIuIOHW'AIIH UI 'fNNU,"ANlA
'....."a...a..""...
IIUDIN'OIUDINI
SCHEDULE J
BENEFICIARIES
Kathryn M. Morgan
fiLE HUMBER
1995-00752
NAME AHD ADDRESS O' BENEfiCIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Ta..bIo __""
Warren Morgan III
Box 5150 Waller Road
Pfaff town, NC 27040
grandchild
$ 500.00
2.
MK3 Toni L. Morgan
C.G.C. Dallas (716)
c/o Support Center Bldg. #11
New York, NY 10004-5000
grandchild
$ 500.00
3.
Rita Morgan Cooper
c/o Central Utah Corr. Facility
255 East 300 North
Gunnison, UT 64634
grandch ild
grandchild
$ 500.00
$ 500.00
4.
grandchild
$ 500.00
Charles E. Morgan II
2 Ian Drive
Mt. Holly Springs, PA 17065
5.
randchild
$ 500.00
Tommy A. Morgan II
2912 W. Central Avenue
Missoula, Montana 59801
"
NAMI AND ADMU' Of' IINIPleIA.V
AMOUNT OR
SHARE OF ESTATE
I. Charitable and G"".......'ol loq_'"
1.
TOTAL CHARITABLE AND GOVERNMENTAL IEQUESTS (AI.o ..,., Oftll.. 13, Recopll.'o'l..'
III ....,. _. I. --... .....If ....IIt1._1 ,...." of .._ .1..1
s
,~.~,"~'t .,,~.....im
BENEFICIARIES
Kathryn M. Morgan
rage 2 - Schedule J
File # 1995-00752
A. Taxable Bequestsl
6. Bryon B. Morgan
2143 Trail Basement Apt.
Mi~soula, Montana 59801
grandchild
$ 500.00
?
Tonya Morgan O'Connell
2188 Tuna Cayon Road
Topanga, CA 90290-9622
grandchild
$ 500.00
I"
8.
Blain A. Morgan
1120 Pope Avenue #6
seymour Johnson AFD, NC 27531
grandchild
$ 500.00
9.
Warren Morgan, Jr.
c/o Central Utah Corr. Facility
255 East 300 North
Gunnison, UT 84634
son
residue
10. Tommy A. Morgan
2619 4th Avenue
Clarkston, WA 99403
son
residue
11. Charles E. Morgan
185 Carlisle Road
Newville, PA 17241
son
residue
i
..,~---,._-",,'-"--. -"-
~--,~,....", .
....,
IECEDENT NAME:
DATE OF DEATH:
SOCIAL SECURITY NO.:
Kathryn M. Morgan
06/16/95
401-48-2418
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
Certificate of Deposit
1713160012895
Kathryn M. Morgan
Charles E. Morgan
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
05/10/93
$10,000.00
$33.08
$198.96
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
Certificate of Deposit
1713240146564
Kathryn M. Morgan
Charles E. Morgan
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
OS/21/91
$11.125.00
$43.62
$243.92
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
.
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
STOCK INFORMATION CAN BE OBTAINED FORM CHEMICAL BANK
AT 1-800-982-7652
".__,_"oho
JECEDENT NAME:
DATE OF DEATH:
SOCIAL SECURITY NO.:
Kathryn M. Morgan
06/16/95
401-48-2418
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
Checking
5130331329
Kalhryn M. Morgan
Charles E. Morgan
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
06/06/85
$1 ,599.56
$1.44
$21.20
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
I
I
l
STOCK INFORMATION CAN BE OBTAINED FORM CHEMICAL BANK
AT 1-800-982-7652
i
I
I
I
r
COttttOHWEAL lit Of PEHHSYLIJAHIA
D(PARTH(HI or R(Y[HU[
IURrAU Of ,HDllJlDUAl lAkES
DtPT. IID6Dl
twrAISlURG, PA 171l1~0601
~ e.-
ND. 21 - 15- 75.;(
95147044
10-03-95
TYPE OF ACCOUNT
o SAVIHCS
IXJ eltEeKIHC
o TRUST
o eERTIf .
*'
INFORMATION NOTICE
AND
TAX PAVER RESPONSE
FILE
ACN
DATE
I"_IUIII'" II'HI
EST. OF KATllRYN H HORGAN
5.5. NO. 401-48-2418
DATE OF DEATH 06-16-95
COUNTY CUHBERLAND
CHARLES E HORGAN
185 CARLISLE RD
NEWVILLE PA 17241
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUHBERLANO CD COURT HDUSE
CARLISLE. PA 17013
PHC BANK h.. provided the o.p.rtMtlt with the In'or..tlDf'l IlIled below which h.. bHn und In ulc:ul.Ung tM
potlnt..1 I.. ~. lhelr r~ordl Indlc'l. th.t .t thl ~.th 0' the ~v. dac.d~t, ~OU Wlr. . Jo.nt ownar/bene'lc..r~ of thl. account.
II ~ou ".1 thlt .n'or..Uon 11 .ncorrHt, pi.... obt.ln wrltlln cornctlDf'l Ira. lhe financial InltltutlDf'l, .ttach . cap, to thll 'or.
and raturn It to the IIbov. HeIr.... This ItCcCU\t II h..ble In ~cordllnc:. with lhl lnharltW1C' T.. l..,. of the C~..lth of Penn.yl".,..I..
Due.tlonl .., be an....red by c.lllng e1111 111.ISZ1.
CDHPLETE PART 1 BELDW . . . SEE REVERSE SIDE FDR FILING AND PAYHENT INSTRUCTIDNS
Account No. 5140188474 o.te 07-01-65
E.tabU.hed
Account 801onc. 10,592.54
P.rcont T..obl. X 50 . ODD
Aooount Subj..t to T.. 5,296.27
T.x R.t. )( .15
Potontlol T.. Duoo 794.44
PART TAXPAYER RESPONSE
[!] ;}l!,,~,~gIT$H~,lW!WI.II~I;L\\~il'~t~,!H~l~Ire",~~~P'ih!A,l~HA~~~t!1!I,tlI!Il.f.C1NVrn~.~U@:~l;~#
10 In.ur. proper credit la your account, two
rZl capl.. a' thl. notlc. au.t ItCC~.,..y your
p.,.ent to the R.vlst.r of Wills. Hak. check
p.y~l. 101 ~avl.t.r of Will., Agent".
HOlE I If talC p.,....... .ra lade within thra.
eS) eonlh. of the dlcadent., data of death,
YGU ..y deduct . 5:< dhcCU\t of tM t.. due.
Any IMlIrltance t.1C due will tMIc:oM delinquent
nil'll (,) Mnth. aftar thl det. of death.
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The IIbov. lnfor..tlon and t.. dull II corract.
1. You ..y choa.. to r..lt P.~t to the A.gl.t.r of Will. with two copl.. af Ihl, notlc. to obt.ln
. dlacOWlt ar I'VDld Inter..t, or ~ ..y cheek bolC "A" and raturn thh notlc. to the R-ehtar af
"1111 end an afflcl.l ......~t. wUl be luued by the PA o.p.rtNnt af Ravenue,
10 {J"'- .tMlve ....t hat bean ot" will be reported end t.. P.ld with IhI P"".YI".,..la Inheritance r.. return
ta be filed by the decedent's r~r..ant.tl"..
C. 0 The abova Infore.tlan IUncorract ~or dabts end deductions wara paid by YOU.
You ....t ca.p.... PART l!.J and/or PART 0 balow.
If you indic.t. . dlff.rent t.x r.t., pi.... .t.t. your
r.laUonahJp to Hcedent l
PART
(!J
TAX RETURN - CDHPUTATIDN OF TAX ON JOINT~TRUST ACCDUNTS
LINE 1. O.t. Eltobl1ahod 1
2. Account 8.1ene. 2
S. f'.rc.,t Juab1. 3 X
4. -..t Subjoot to TalC 4
5. Debh ond DeduoUon. 5
6. -..t TalCobl. 6
7. r.x R.t. 7 X
a. T.x au. e
PART
l!I
DATE PAID
DEBTS AND DEDUCTIONS CLAIHED
PAYEE
DESCRIPTION
AHOUNT PAID
I
TOTAL (Ent.,. on Lln. 5 of Tax CD~t.tJon)
I
.
p.rJury, I decl.,.. that the l.ct. I h.v. r.port.d &bOY. .,.. tru., corract and
nowlod.. .nd b.ll.f. HOME (717 776-4604
~~ WORK (
. .'
..I'''~h
DATE
,21- 9.6-7S~
(L
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
1.
J
u:
'_'_,_'__,____'Char~ell..E ._.Mo~an"...ExeJ::.l.\ tor
bolng duly ~n_,___..._ .ccordlng to I.w, dopolOl .nd "Y' th.t ho .is Executor
_____________. of tho Eltoto of Kathryn M. Morgan
I.to of _,.,!Jpper , Frankford,.Townsh!p___, Cumborl.nd County, P.., d.c....d .nd th.t the
within II .n Inventory m.do by ___.nhtL ,_ _ , the 1.ld Executor
of tho ontlra ut.to of ..rd docad.nt, con""lng of .11 tho perlon.1 prop.rty .nd r..1 .Il.t., .xc.pt r..1 ..tot. ouhld.
the Commonwa.lth of P.nnlylv.nl., .nd th.t the figural oppo.lt. o.ch Item of the Inv.ntory ropr..ent lt'l f.lr v.lue
.. of the d.to of d.cadont'. do.th.
Sworn .nd .ub.crlbod bofore m., ~~~
M..~~ I~ 19 96
, > Charles E. Morgan, Executor
185 Carlisle Road
Newville, PA 17241
Addr...
Dote of D.oth 16th June 1995
D.y Month Vea,
INSTRUCTIONS
I. An Iny.ntory mu.t be flied within throo month. .fter .ppolntmant of porson.1 represont.tlve.
2. A .upploment Invontory mull bo fIIod within thirty d.YI of dl.covory of .ddltlon.1 ....h.
3. Additlon.1 .hoets m.y ba .tt.chod .. to porson.lty or ro.lty
4. Soe Artlcla IV, Flducl.rla. Act of 1949.
.
'"
:- .
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.,; ..,
N ~ 'tl ..
In w ... ~ .
r- ~ l- t:: 0 .. ...
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In a.. ..J u. 0 nl .; a.. 1Il E
Ol Z I- :z ... ::c 0
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Ol W u. <( ~ ~
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> z :z ... 0-1
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-' U III
<",o-.-,-:__;;-<~..~~~
Inventory of the real end personal eslate 01
Kathryn M. Morgan
deceased
I
.
1. Members Federal Credit Union #57269-00 checking account
Accrued interest to date of death
1,397 76
2 02
2. Travelers Insurance Group Annuity Contract #GR-10661
1,000 00
total
2,399 60
"
,
'.
',..
"
- .... --....'..,.-.,
,
,
,
~, ' ''-'':i.'I:,''','Y:>J..i ,<.,
~
..
,
REV-1547 EX AFP (12-95*
COttttONWEAL 'H OF PENHSYL VANIA
DEPARUtEHT Of' REVENUE
BUREAU OF INDIVIDUAL 'AXES
DE:Pr. ZlD6Dl
HARAISBURG, PA 1712.-06D1
NOTICE OF INHERITANCE TAN
, APPRAISEHENT, ALLOWANCE OR OISALLOWANeE
Of D~~O~S~HD ASSES~ENT OF TAN
0- . 'U,. FILE ND.
06-16-95 CDUNTY CUMBERLAND
TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION Of THIS fORH WITH YOUR TAN
PAYHENT TO THE REGISTER Of WILLS. HANE CHEeK'1~YAQ~IT2'rRE~~~Of WILLS. AGENT"
REMIT PAYMENT TO:
ACN
101
~~ . ~ n J
.~
I
DATE 06-17-96
NOTE.
RICHARD L WEBBER JR ESQ
366 GREEN SPRING RD
PO BOX 40
NEWVILLE PA 17241
CIE;i'
CUIlI~ ,
" HI REGISTER DF WILLS
>.f'. et\ CUMBERLAND CO CDURT HOUSE
CARLISLE. PA 17013
A.aunt R...Ut.d
-"1,5' Lf. ( g
CUT ALONG THIS I.INE ~ RETAIN LDWER PDRTIDN FDR YDUR RECDRDS ....
";',;:,;&;~.;'''p.v-::.;.~--;;~-:,;;.'',-:'''.i:''':.-':::;'~~--':~':.,~~=":''~'':'c--!'"......"'.-- -. - '~i,~i, - O'ii'-:-,', ~"",-, .-::.',....------ ---._
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~, ,";f:I, .-' " ;OJ,"'" "'!~,''',,:'''', .'!'.~~~~'t'!I>'t~.j,i!!ll...<j't'''f''~..r''',~/.;...:'~ "'j"'b'\"""?!>'i~l,,,,.~,.-~\~.~,,";'<:''::'>-'~'' ""1,";~I",',K,..,,1'~'~,',i '., (l{l''.J,H'
,\!l:::;" '~i!;cO"""""""""''''~'~nt'(oli-:pi'NNSYtV.'~'NiA':1~ ,l~,#~~;rt" >H"'
i, ~>'1~ MIL.!!,."."., --,.",,_.~'" '",'
... " , t~dM:i;'~# ;.OfIlWINU.(,"";!?\'i's'r?t~~:~'
, ~ l""',if.':"~.if::"f"f~~1:iN\.1 -.,4\,1 ....1:/1,..".1>:.~'""'..._'''',',."(,fl".',1;,;,,.,~,/\.,k.li,,_
~~"~"~!!,,,~,,mY~I~,I~ItI.I1ANC:I~D~~T.,,
ACN
RECEIVED FROM: m ASSESSMENT I!' AMOUNT
g CONTROL iii
NUMBER
RICHARD L WEBBER JR ESQ
366 GREEN SPRING ROAD
P 0 40
NEWVIL.L.E, PA 17241-0040
101
.l!:3&.l!B
ESTATE INfORMATION,
t:lfl MR
(QI el-199~-07:52
II E Of OECEOENT (LAST)
MORGAN KATHRYN M
II DATE Of PAYMENT
II POSTMARK DATE
COUNTY
I
I
fOfO HI"-;
,
,
I'OlDHfI'
seN 401-48-e418
(fiRST) (Mil
CUMBERL.AND
DATE Of OEAlH
REMARKS
fa TOTAL AMOUNT PAID
.2:5b.28
SK
SEAL
CHARLES E MORGAN
C/O RICHARD L WEBBER JR ESQ
CHECK" 273:5
'')'j' " ,',.1
o I .-, I -' ,." .' ,.
RECEIVED BY ,,JVI.11 ~ ,.....I?U.'~_\j. ,,..j.".'/
I ~ONATUR!1 "./_ _ J
,-\~ r, ~ ,~'~,','"
MARY C. LEWIS
REGISTER OF WILL.S
"
,,- '{
/-'
REGISTER OF WILLS
--------_.,- - -- -- --~-,,--- -.. ---'-',:--
_.- -- -- - - - - - - -- - - - -- .--- .~
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~EV-1547 EX AFP \12-951_
C~ALT" OF PENNSYLVANIA
DEPAATt<<"T OF REVENUE
IUREAU Of INDIVIDUAL TAXES
DEPt. ZlD6Dl
HARRISIURG, PA 17128-0601
CUT ALDNG THIS LINE ~ RETAIN LDWER PORTIDN FDR YDUR RECORDS ~
iiili:iS4j-iX-jiFP-n'F9STiiorici--oF-YNHiiiifANCn"liiC"APPRAisiH€ii:r;-,U.1.-owANci-oli-------m-------
DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT DF TAX
KATHRVN M FILE NO. 21 95-0752 ACN 101
TAX RETURN WAS: ( ) ACCEPTED AS fILED I X) CHANGED SEE
/5~(dJ-/
NOTICE Of INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
ACN 101
DATE 06-17-96
D FILE NO.
DATE DF DEATH 06-16-95 COUNTY CUMBERLAND
NOTEI 10 INSURE PRDPER eREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS fDRH WITH YOUR TAX
PAYHENT TD THE REGISTER Of WILLS. HAXE CHECK PAYABLE TO "REOISTER Of WILLS, AOENT"
REMIT PAYMENT TO:
RICHARD L
366 GREEN
PO BDX 40
NEWVILLE
WEBBER JR ESQ
SPRING RO
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE. PA 17013
PA 17241
AMount R..i Uad
ESTATE DF MORGAN
DATE
ATTACHED
RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DNI ORIGINAL RETURN
1. R..l E.t.t. (Schedule A) (1)
2. Stock. and Bond. (Schedule OJ (2)
3. Clo..ly Hald stock/Partnerahip Int.r.at (Schedule C) (3)
4. Hortg.g.I/Hot.. Receivable (Schedule OJ (4)
S. C..h/Bank Deposita/Hilc. Parlanal Property (Schedule E) (S)
6. JointlY Owned Property (Schedule f) (6)
7. Tranafars (Schedule G) 171
8. Tot.l A...t.
.00
.00
.00
.00
1.399.80
16.697.62
.00
(8)
10,495.20
826.87
11ll
(12)
(13)
(14)
APPRDVED DEDUCTIDNS AND EXEMPTIONS:
9. Funaral Expansas/Adn. Cost./Hlsc. EMPansa. (Schadu1a H) (9)
10. Dabts/Hortgaga Liabllitia./Llans ISchadu1a I) 110)
11. Total Daductions
12. Hat Va1ua of TaM Return
IS. Charitab1e/Govarn.antal aaqua.t. ISchadu1e J)
14. Hat Value of E.tate Subjact to TaM
t!.~
HOUSE
06-17-96
NOTICE
18,097.42
".~7? n7
6,715.35
.00
6,715.35
NDTEI
14, 15 and/or 16, 17 and 18 will
raturns assessed to dete.
If an assessment was issuad pravioUslY, lines
reflect figures that include the total of ALL
ASSESSMENT DF TAXI
15. AMount of Lina 14 at Spou..1 r.t. 115)
16. AMount of Lina 14 taMable at Llnsal/C1... A rata (16)
17. Anount of Line 14 taMabla at Col1atara1/Cl... 8 rat. 117)
18. Principal Tax Due
.00 X .00.
6,715.35 K .06.
.00 K .15.
(lB)
TAX CREDITS I
PAYHENT
DATE
03-19-96
RECEIPT
HUHBER
AA112637
OIseOUNT It)
INTEREST (-)
.30-
AHOUNT PAID
256.28
INTEREST IS CHARGED FROM 03-20-96 TO 06-25-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
406.52
.00
406.52
255.98
150.54
3.64
154. 18
. IF PAID AfTER OATE INDICATED, SEE REVERSE
FOR eALeULATIOH Of AODITIONAL INTEREST.
If TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIREO.
If TOTAL DUE IS REfLECTEO AS A "CREDIT" leRI, YOU HAY BE OUE
A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.)
"
'~'I
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH Of PENNSYlVANIA
OEPARTMENT Of REVENUE
aU.lAu O'INOIVIDUAL TAXIS
OEPT. 2B0601
HARRISBURG, PA 1712B,0601
OECEOENT'S NAME
filE NUMBER
2195-0752
ACN
101
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
II
A-4,5
6.7
The deduction for travel exponsos hna boon disallowed. The oxecutor or
, "..'dg'fiiistrator'iif .'thi!' estai:'ri' 'Is' i:'ho'on ly" j,iiriiciii"ilrii:i tliid'tii' c'11iii:ihi:liji.o'-" .
,..,lll;C'p'~,,!!.'!.~_. ~!1__!:~!1j u ~,ct 1,0.".. ~~ th, ,t~,:,. _sd,~!.~!.':' ~,r!,.~ i.~.n, .!,f,!~,!^,e,~~ ':'_~':'.~... ..... _"h.....
.-" ._"....,.. . ..._-,~. -.'.'---- ---,~..._. ___'r__.'n' -'" - ._-~... ~- .,~_~ ~. --__'._ .',~ ~__., __,. h ','~ _'.' <--._. .~ __~_._,_ __'_~'. _ __,__...~_.'~',..,."_ ~_b ...._ __ _,__ ___ ___
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----~,---.---, .-'-~-'--'-----~--,-.'_.~....'___..____._,_~__.,_____._,___'d'~"'~~~__ _.______~___,~___,___. ___
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--.------:----..-..,-...:--,.-;....,...;.'..~__.____....,--.M--..',~,~-..-~--""',.____.~*___;.w_~.;....:_~,________~__
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-'-~~-~---.---...'---..-,..,._~----~~----~-'_....~--..---~-~--~-:--~.~:;.,;.,.,"",..';.,..;.......,...:.....:-_--'-----.;.-,...._,-_.,-,~
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"--------:-:-~---...-'........." '-........,._--'--'''----''--'..,---,.-......,..~-,~-~,~....~...-'--...,-'----'-_..'..---,--......:..----...;.----------.
.-"',-"--"-'-- "._--'...-_._--_.,._---_.~ ----'---'.~... ~-_..._._.' ---,..._._-~----,-,."
-~,._----'.....-:'--~.~------,.~--~,---- ,.._,.... ~--
---'---,.------ ..'_...._,..._-,-- -,.-'.-'--.-~.~,-.- -,-......,"'-. _._--,----,~-~---,,~~-_._,--. ---'..... '''',~'----------~~,- - ---'.. .
- ~---.. ._'- '-- - . .,'...'- ~..._,.,~~'.'~ . ,. ...'~- "~,- ~- -,..-,~. "-'_.',~ ~" .'.'.' ~--, ~., -,'... . -"_.,- '.--....'-
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"
^ _ ._'...'+._~ __"... ..,.,h...' _. +,~~~ .... -""'," +'_._~,_,..,. _,__. ___. __ _....._~__,__~_~~~ '.,._,.". ~___ .'._'......__,_~___.
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--'-,.-.'. -,._. ~"..- '..,.....--. -~._-'--'~-~---,..~--"',---~-,~~--~ --.-
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-.. ...'._,_._-~,~~----_._- _.,~'."-, '"'+ ~,'. ,.. - ~~.
.,,- .~,~-. -'.-.- ----.~,-----",- ,._.._..,.....~~~.-_._~,- -'~...',..-
.,~ .."" -'-'~--'--~"-"-".~'-"">'-+'"."
TAX EXAMINERl
PAGE
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,~~,;.. '1"1~)l;;~~1w\VOffl~A. ~"!"I'I!f"!lN"~LVA~I~INIf.R~NC. AND ISTATITAX,;;, '; ;j~' ... "> i
RECEIVED FROMI
&
ACN
ASSESSMENT I!'
CONTROL I:rI
NUMBER
AMOUNT
WESBER RICHARD L. JR
II W. BIG SPRING AVENUE
P. O. BOX 40
NEWVI~L.E, PA 17e41-0040
Ivl
UlJ06t.Jt1
fOtD HUI
ESTATE INfORMATION:
t:I fiLE N MB R
(QI e 1-199~-07~e
II NAME Of OECEOENT LAST)
MORGAN KA'fHRVN M
II DATE Of PAYMENT
EJ POSTMARK
COUNTY
SSN 401-48-e4IS
lflRST) (Mil
CUMBER~AND
OATE Of OEAl'H
REGISTER OF WILLS
m TOTAL AMOUNT PAID
()'i
RECEIVED BY /, /1.,/ '/111./,/-1 'V
/ ' f,
: / '/'{ ill)"~'
MARY C. ~E 16 .'. Ill~", .I
REGI6TER OF WIL.L.S I ,
tJ
.1~4.18
PB
REMARKS
SEAL
CHAR~E6 E MORGAN
C/O RICHARD ~ WEBBER JR ESQ
CHECKlI 6657
-------_._'-----------'------'-----~-~---'
"':
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CDMMDNWEALTH DF PENNSYLVANIA
DEPARTMENT DF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
(')*
BUREAU OF INOIVIDUAL TAMES
INHERITANCE TAX DIYISION
Dl:PT. UDU!
HARRIIIyRG, PA 1711'''0'Dl
1".""" II' In.',,
RICHARD L WEBBER JR ESQ
366 GREEN SPRING RD
PO BOX 40
NEWVILLE PA '11241
DATE
ESTATE DF
DATE DF DEATH
FILE NUMBER
COUNTY
I'CN
07-22-96
MORGAN
06-16-95
21 95-0752
CUMBERLAND
101
M
KATHRYN
AMount R..itt.d
MAK~ CHECK PAYABLE AND REMIT PAYMENT TD.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE'
CARLISLE, PA 17013
"NOTE I To In.u~. proper credit to ~our account, sub.it the upper portion of this for. with your tax pay..nt.
CUT ALDNG THIS LINE ~ RETAIN LDWER PORTION FDR YOUR RECORDS ~
iiE'v:i6iij-iiC-"Fjo""COj-:96ym---iiil.--iNiiERii"A'Nc'E--i'iliC-S'i'iifEiiE-N'i'-ii,;-ili:"cciiJiif--jiiiinm------mm----
ESTATE OF MORGAN KATHRYN M FILE NO. 21 95-0752 ACN 101 DATE 07-22-96
TNIS STATEHENT IS PROVIDED TO AOVISE Of THE CURRENT STATUS OF THE STATEO AeN IN THE NAHEO ESTATE. SHDWN BELOW
IS A SUHHARY Of THE PRINCIPAL TAX DUE, APPLICATION Of ALL PAVHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST fIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 06-10-96
PRINCIPAL TAX DUE, 406.52
PAYMENTS (TAX CREDITS).
PAYMENT
DATE
03-19-96
06-27-96
RECEIPT
NUMBER
AA1l2637
AA1l29BB
DISCOUNT (+)
INTEREST (-)
.30-
3.12-
AMOUNT PAID
256.2B
154.1B
. .
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST A~D,PEN.
TOTAL DUE
406.44
.OB
.00
.OB
. IF PAlO AfTER THIS DATE, SEE REVERSE
SlOE fOR eALCULATION,OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN '1,
NO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REflECTED AS A "CREDn" leR),
YOU HAY BE OUE A REfUND. SEE REVERSE SlOE Of THIS fORH fOR INSTRUCTIONS. )
1'5
.!.!:
o
':'f
l'I
a..
1.-: ~-(
,~ t\..
'.
;,
lp
@
..,
I . _'
PAY~HTI
~.I."
C,' I'
litre" tho ~ p.rl"!ii.g thl.
~lntM on &' nv.rUUbe.
HaUCI and .ub.1t lilUh ~aur p.v.ent .ad. pa~.bl. to th. n... and Iddr...
If RESIDEHT DECI'DEHT .Ik. chick or 1Ian'~ ard.r p.~abl. tOI REGISTER OF WILLS, AGENT,
If NOH.RESIDENT DE:CEDEHT .Ik. ch.ck or .ona~ ordn p.yabll tOt COHHOHWEAL TH OF PENNSYLVANIA,
All pIYlant. rlc.lvld .h.ll b. IPPllad flr.t to anv Intar..t which .av bl due lillth an~ r...lndar ~111d to thl taM,
REFUND (CR)I A nfund 0' a tax credit, Which .... not raqu..ted on the T.x R.turn. "V ba ,.quuted b:l cOllplaUng an
-application for Rafund 0' Pann.vlvenl. Inharltanca and E.t.t. TIM- (REV. ISIS). Application. ar. avalllbl. at
thl Of'lc. 0' thl Rlgl,tar 0' Will., any 0' the 25 Rlvlnul DI.trlct a"lcI, or 'roe thl alpartaant', 24"hour
an....rlng 'Irvlca nuablr. for 'or.. ordarlngl In P~.vlvanla 1-100"562-2050, out,ld. Pann'vlvanla
and within local Harrl.burg ar.a (111) 711"1094. TOO' (117) 712.2252 (Haarlng I.p.lrad onlv).
DISCDUHTI
I' any tlM due II paId within thr.. (3) calendar .onth. a,t.r thl dlcld.nt'. d..th, I flva p.rcant (5%) dl.count
of tt. tax paid II aUowed.
REPLY TOI au.,tlan. r.g.rdlng .rror. cont.ln.d on thl, notlc. .hould b. addr....d tOI PA D.p.rtaant 0' RaVlnu., Buraau
0' Individual T.x.., ATTH' po.t A......ant R.vla" Unit. Dept. 210601. Harrl.burg. PA 11121-0601. phona
(117) 117'6505.
PENALTYI
Th. 15~ t'M .an..tv non.p.rtlcIPltlon pan.ltv 1. cOlPUtld an the tot.1 0' thl t.x and Int.r..t .......d. end not
p.ld b,'ora Janu.rv II, 1'96. the 'Ir.t dav I'tar thl end of thl tlM .-na.tv parlod.
INTEREST I
Intar..t I. ch.rgad baglnnlng lillth 'Ir.t dl~ of dlltnquenev. or nlna (,) lonth. and on. (1) d.y fro. tha data 0'
da.th, to tha date 0' p'Ylant. T.w.. which b.c... dallnqu.nt b.for. Janu.ry I. 1912 b..r Int.r..t at th. rat. 0'
.IM (6~) p.reant p.r annul cllculatad It . dlllv r.t. of .000164. All tIX.. which b.e... d.llnqulnt an and I,t.r
January 1. 1912 will b.ar Int.r..t It a rlt. which will vary frol cII.nd.r v..r to cII.nd.r valr with th.t rat.
announced bv tha PA D.parteant of R.vanu.. Th. IPpllcabla Int.r..t rat.. for 1912 through 1996 .r"
.r
,
. .
V..r Intar..t Rita Dally Intara.t Factor Vaar Intarut Rat. D.lly Intar..t Factor
nil ..x .00D5~1 1987 'X .000247
1915 16X .00G411 1'11-1991 IU .0005Gl
1984 ax .000301 1'92 'X .000247
1985 UX .000356 1995.1994 7X .GOOI92
1986 lOX .000214 1995.1996 'X .000247
ulntar..t I. calcul.tad a. followll
INTEREST . BALANCE OF TAX UNPAIO X NUNBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
'.
.'Any Notlc. I..uad a't.,. thl tlM bleD... d.llnqu.nt will reflect an Int.r.,t ellculatlon to flft..n (15) d'YI
bavond the d.te of the .......lnt. If pav..nt Is aad. afta" the Interut co.putaUon data .hown on the
NoUc., additional Inta,..t lIU.t be ulcul.t.d.
JRD/June 30, 1992/17858
REGISTER OF WILLS
Cumberland Counly Courthouse
One Courlhouse Squnre
Carlisle, PA 17013
"
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: RICHARD I.. WEBBER, JIl.ESQ.,
RE: Estate of KA'I'HRYN M. MORGAN , Deceased, LolIle of
UPPER FRANKFORD 'l'WP
Estate No.: 21-1995-752
Date of Decedent's Death: JUNE 16, 1995
Pursuant to Rule 6.12, the above named personal representative or the above na!\led attorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is
completed. is required to file with the Register of Wills a Status Report as required by Rule 6.12, In
substantially the prescribed form, showing the date by which the personal represenlatlve, or attorney, as
applicable, reasonably believes adminlstralion will be completed. The purpose of this Notice Is to advise
you that unless the requlslle Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court. as appropriate, within ten (to) calendar days after the dale of this Notice that the Register of Wills
Is required to notify the Orphans' Court D1vl~:on, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whether sanctions should be Imposed upon the
delinquent personal representative and the delinquent personal representallve's counsel, if any.
Accordingly, If the requisite Status Report is notllled by AUG. Ii , 19 Jl1 you are hereby
advised that a request will be submitted to th~ co~rt In aecor~ance with Rule 6.12. (\ .
Dale: Jur,y 24, 1997 '-1'10J:i~'/;J.,L/)"LJ..fUAVm(l'iJIUL~-fil((
Deputy Register of Wills 1/
Dis{rlbution to Estate File
.
,
. .
STATUS REPORT UNDER RULE 6.12
N8me of Decedent I KATHRYN M. MORGAN
D8te of De8thl June 16, 1995
Will No.
21-1995-752
Admin. No.
PurBu8nt to Ruie 6.12 of the Supreme Court Orph8nB'
Court RuleB, I report the following with reBpect to completion of
the 8dminiBtration of the above-captioned eBtatel
1. State whether adminiBtration of the eBtate iB complete I
YeB No X
2. If the answer is No, state when the perBonal
repreBentative reaBonably believes that the administration will be
complete: NovRmhpr I, Iqq7
J. If the answer to No. 1 is Yes, state the followinql
a. Did the personal representative file a final
account with the Court? Yes No
Date:
86'4/97
t.;'!
( .j
C'.
'7L-//l'~U 4
SignaLure
Richard L. Webber, Jr., Esq.
Name (Please type or print)
366 Green S~rinq Road, P.O. Box 4~
Address Newville, PA l7~4l-0040
b. The separate Orph,~ns' Court No. (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
U,
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ad.:.
a:
"-
1'"
ci t,;':
08
(717) 77'i-6566
Te 1. No.
CapacitYI Personal Representative
X Counsel for personal
representative
(MAHlrmf/AMJ)
~
I
~
STATUS REPORT UNDER RULE 6.12
,
.
I
~
Name of Decedentl KATHRYN M. MORGAN
,
~
,
,
,
,
"
Date of Deathl
Juno 1 6, 1995
Will No. 21-95-752
Admin. No. N/A
,
'r
,
\
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
J. If the answer to No. 1 is Yes, state the following I
a. Did ,the personal representative file a final
account with the Court? Yes No x
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did 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
Cerk of the Orphans' Court and may be attached to this report.
- t::o;t;
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Signature
Richard L. Webber, Jr., Esq.
Name (Please type or print)
366 Green Spring Rd., P.O. BOK 40
Address NeWVille, PA 17241-0040
(7]7) 776-6566
Tel. No.
Date I ?., )'-I-'lf'
Capacity:
Personal Representative
x Counsel for personal
representative
(MAHlrmf/AMJ)