The URL can be used to link to this page

Home My WebLink About80-00522 ','\' ,',' ',:' :( >'".:, ..,'1 \'" .. -,,.:.". ...... .:~~ ", .. .,....: '-,'f.' ":' "-:::, ~.,,'''.' ,,-,-'.; is ._,..C'" ~ : -~.' ~ . . i ~ .. .' .. i I ., ._,. m :I: . IQ CI1 ..:l ~ . S a j:l ~ fA ~ I:. " - 0 6' . .. ,.'. 0 IU Z .. ~ all \D L .' .- ":: ,..' \ No, 21.80 522 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of ~rt...m:Rn T. M')Rr:l\N , deceased. Petltloner(Slls (arejthe execut To Register of Wills for the County of Cumberland, In the CDmmonwealth of Pennsylvania. riv named In the Last Will and Testament of F~rn T. M--\rg.::ln dated .T::anl1::n'y ?C;. 1 Q69 Decedent was a citizen of the United States and a resident of Moroh"n; ~"?'''~ T~ (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedent died on !':l1nr'l,,1' the ?7t+1 day of T1""1' A,D, 19-8.0-, In the County of ~r""t- , State of NaN. .T",.Q"Y at the age of ..1i1- years. Decedent i)&s (has not) been married and 1m (has not) had children born to him RlOO since the ex- ecution of the above described Will, Decedent was possessed of personal property to the value of o;:eo,OOO 00 and of real estate to the value of ~T"'1'" 2 c. Name and address)., -'>1'...,., a ~tJ'';) ~'L,... of Petltioner(s) ,TOAN A. M:lRGAN 1109 APple Drive, Apt. #4 Mechanicsbura. PennsYlvania 17055 as near as can be ascertained; said real estate situated as follows \'01/" Therefore, your petltlonerw) respectfully apply(les) for the probate of the said Last Will and Testa- ment and for Letters Testamentary theron. Dated 11",[o[f /." !'Piu COMMONWEALTH OF PENNSYLVANIA } COUNTY OF CUMBERLAND ss .T~n 21 M-\l"'gAn named in above application, being duly """"rn statements set forth in this petition are true to the best sworn and subscribed before ....\- me, Aug. 7 198~ t1J!~ a. ,;( Uv-U Register &%' Filed: August 7, 1980 A 1I0rney JAMES D. OOGAR, ESQUIRE 5 West Main St., Shiremanstown, /y--9'4J .. -u..n~"__~...n;lCI"[ . II-It) +-3 . . . ., ,. ~ LAST WILL AND TESTAMENT OF EDWARD L. MORGAN I, Edward L. Morgan, of the Borough of Camp Hill, County of Cumberland and State of Pennsylvania, being of sound mind and memory, do make, publish and declare this my last Will and Testament, hereby revoking any and all Wills by me hereto- fore made. FIRST: I direct my just debts and funeral expenses be paid by my Executrix, hereinafter named, as soon as possible after my decease. SECOND: All the rest, residue and remainder of my estate, whether real, personal or mixed, I give, devise and bequeath to my wife, Mildred Morgan, providing she shall survive my death by thirty (30) days. THIRD: Should my wife, Mildred Morgan, predecease me or fail to survive my death by thirty (30) days, then I give, devise and bequeath said residue and remainder of my estate to my three children, namely, Robert E. Morgan, Edward L. Morgan, Jr., and Joan A. Morgan, share and share alike. FOURTH: My personal representative shall have the following powers in addition to those vested in them by law and by other provisions of my will, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (a) To sell at public or private sale any real or personal property for such prices and upon such terms as she shall deem proper. (b) To compromise any claim or controversy. (c) To exercise any option, right of privilege granted in insurance policies or in other investments. FIFTH: I appoint my wife, Mildred Morgan, the Executrix of 7:-:~ .. ........ """"'. ""',"" . ';' :~:..pi .':'1.n' . .):l(;~i.~f: .: '2~;2~~{~ ..';....,. .- \.~~;~.: (:~:::~? ~~}:q:#;. . ...;,..;,t;.ij~'\'~l"" '1~')~.i{~:--t.\~;,.v.. '1..., i,~'~r., :.;~:,. ~~y.. ;:\'"~.' ..~::t"I."~l''''''",: " ~~~:~\~'.?:';~',: ....:.:': _1~; ~R3~,.;:,~. ;/.,.,./...... "~~..J,..'..\-';:"J' ~~~~~t~..;~\~.l;. .,..~in~.f. :'.... ~\~::':}~:~'.:;.:<;';. .1r:"~..~:(.;:..'.;;:~.. ,'" I~:i.. !A.,.,....., '. ~:~;~f~;Yl~:;f): . "'r1.:t,."..", II~!;. :il'~}~(."'iN -" '._., ~~~tt; '~P:',.~~'~'::~'. 't"'1:.lY~t... ..,.' ......' '," " . ~~f(~~~~;:~,.~.;, ~~~~~;~!.,;:;:,~ '. ~):,~,..t\('~ f~.:\:.;:.'l.,.' ~.:r@1~b~""'" ~~r.i'!Jj'h5. ~'Z~}J.f~.; 1.-;~1~~'", :~'1~'i.\~;~ ~t~i1'~ ~.~~{{tf:E:;'~ .' -,.;~- 8 Z iil :0: <Il 8 tIl ~ z C5 r:l:l o :0: . ~" ~'oH ~ ~ 8 tIl <Il H iil ~ Q r.LI ~ :;; ~ " ",.; '. ;... ~ ...... . OATil at' SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYL VANIA I ss: COUNTY OF CUMBERLAND r This 7th day of AUgUBt A.D.,19 80 , before me, Register for the Probale of Wills and granting lellers of Administralion in and for said Counly of Cumberland, in the Commonwealth of Pennsylvania, personallyeame H",.,..,lrl F" Shpply, F.sq)lirp one of the subscribing witnesses 10 the foregoing ;nslrumenl of writir,g purporting 10 be IhL last Will and T~sl"ment of Fdward L. Iobraan Daled _ Januarv 25. 1969 late of Borough of Mechanicsbura Cumberland County Pa,. deeeased who being duly S\\Orn aecording to law, depose and say, that he was tor presenl, and saw and heard the testa Filward T.. Iobrgan sign, seal, publish, pronounce and declare the said instrument of writing as and for his Testament and Last Will, and at :hetime of so doing FdWard L. M:>rqan was of sound and disposing mind memory and understanding, to the best of his knowledge, observation and belief. sworn \-1 ~ ,~ HAroID E. SHEELY s~ and subscribed before ~" (J..;t ,,,,;' Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I S50 COUNTY OF CUMBERLAND ~ JOAN A. MJRGAN being duly sworn Edward L. M:>rgan says that as nearly as can be ascertainerl the said decedent died on Sunday 27th July lhe A.D,.19---1Lq day of at or about L~ ,,- o'c1oek, P M. sworn and subseribed this J /J '-/ i ',- h'1..\vU'. 1-11'2;'::;;;'2//1 1/ JOAN A. MJRGAN ,/ 7th day of August ".80~ I...J/ rJ.. kt-v~ Register '7:"'( 1 I <JJ~e.~~_. I., ___.___:....___:~:.:.;~...._.:J.~\.,..~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, lhe Regisler for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally eame 1"1.1 r\. Iv..~l~.r'" who, being duly s ~ H"~ I do eo> depose and say that as r- y "", . .1., " v of the last Will and Testament of deceased - 'I l I .. - t,..,.....lL...'f....l,... - "V\OI!J '" "Wi will well and truly administer the goods and chattels, rights and credits of said deceased according to law, And also will diligently comply with the provisions of the law relating to Transfe'jlnheritances, ',.. .~ ,. . And subscribed before me. ,/ /),-' ) August 7 A.O" 19~ \. ,J.I1^" (f /J'1L:')OC.W c:; ~~'J/. . /).0 . ~7 {.~. #./u....,_... Register ;~ d. ,~ CC; 'os 0) 'Ql ~r 'tJ 'Ql ,c:l ~ u.. M: CD: 0 l!l: *j p:; N 0: ~ :i:' is N N: ...J r--i In N: ~ ~ U'l: ...J H; - ~, - I: - ~l ," .: Ill: 0: ~ ~ u: ::I, (I): ~[ s:: E-<' tl< I r>li ::I: ...., ," ~i N: c:l' 'tl 0 [>1, Ql qoj CO ~ 'tl ... M: I 0 r-: - tJ *: N .s ~ ~ 1l , .5 'tl - ~ en s:: If rz: r"'l os Be it remembered that on the 7th day of DECREE August 80 ,A,O"I9 , there was probated and recorded the last Will and Testament of Edward L. Morgan late of Mechanicsburg , Cumberland County, Pennsylvania, Deceased, Letters Testamentary were granted to Witness my hand and official seal the day and year aforesaid, Joan A. Morgan - . . . 7']Q , --' c;-!/,,{, ~.'./ SCHEDULE "F" STATEMENT OF DEBTS ,~_~~: <~E.DU~}~N~LQ' / :z-t) Estate Df 1'..1..",.....1 J ~fnrg",:j, Date of Death -J/27/BO WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: JtEV-455 EX+ 13.HO) ;;OMMONWEAL TH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT Claimant Claimant's ,L\ddress ITEM NO, DATE 8/07/S0 /07/S0 Ill/SO Ill/SO Ill/SO Ill/SO Ill/SO Ill/SO /lS/SO /lS/SO /23/S0 23 SO ..-*\ File No. {l- S()...S22 Relationship to Deeedent NAME OF PA VEc R EMAR KS AMOUNT 20.00 120.00 298,00 52,00 lS,OO 72.94 219,69 76,S5 13.50 70,10 134,S9 69,50 I 9,80 I I 116,10 I 40 00 I 25.11 I i 60,00 t Ne\~ Jerse < R 7<; TOTAL THIS PAGE 4602,39 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes, " Trinity Lutheran Church Edward L, Morgan, Jr. Honorarium Reception and Service Rental Payment due per lease agreeme t entered into prior to death Register of Wills Cumberland Law Journal Pomeroy's CCNB, Bank, N.A. (Master Charge Exxon Texaco Mobil Bell Tele hone Co. PP&L Ray Anderson Arco Sears Will Probate and short certificate Advertising Final Bill Final Bill Final Bill Final Bill Final Bill Final Bill Final Bill Taxes accrued prior to death Final Bill T.V, Re air service ordered rior to death Advertisin Movin and Cleanin Patriot News Pebbles Clean in Somerset Medical Ex ense Center Somers t SIGNATURE OF ATTORNEY/FIDUCIARY DATE IlEV-455 EM' 13-.0' ~OMMONWEAL TH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DE8TS AND DEDUCTIONS Estate of EIMARD L. ~DRC.AN Date of Death 7/27/80 WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING: File No. Claimant Relationship to Decedent Claimant's Address ITEM NO, DATE NAME OF PAYEE REMARKS AMOUNT James D. Bo ar Es i e .- I ? I .~J I ~ I I -.... I - " -. I cx, I . I I / I I I i i I I I I I 782.50 TOTAL THIS PAGE I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estat7"f deductions for Inheritance Tax purposes, (~, ~ 0 >??c:~- .. ...J /0 -B-{;0 SIl,iNATURE OF ATTORNEV/FloUCIARV DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF s_.![3 "04-Jf.!I_AT /. ~ PERCENT. ~~~.~ REGISTER OF: ILLS /-A~-?/ DATE GENERAL INHERITANCE TAX INFORMATION . Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker, All debts being claimed against an estate are subject to the a~proval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liabi Iity for the debts being claimed should be attached to this sched...le, A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania, If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. C .." " n > t'1 > ~ z > 0 0 " Vl " C) n c:: " -l Z ::: Z t"' t'1 t"1 > 9 9 t"' :>:: Z '" - z Z t'1 -l t'1 -l Z 9 9 -l -< Vl t'1 - Vl Z 0 Vl 0 -l 0 ..., ..., '" - 0\ ~ 0 9 ":l 0 ":l t"\ - Z n 0.. s: 0 t"' - C ~ '" t'1 0 Z ~ -< -< ~ t'1 tTI ~ > > '" ;;j INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1, If the family exemption is being claimed, indicate the claimant's name, address and his/her relatiDnship to the decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3, Enter the date on which each debt was incurred and/or paid. 4, Enter the names of each payee, 5, Provide a brief explanation in the remarks column for each debt claimed. 6, Enter the amount of each debt being claimed, 7, The form must be signed by the person WhD has assumed the responsibility for paying the debts. --- ---------.- .--------.-------- ------- ----- ------------ ._-..... ___ -=....0. __ _"'- i - >>, REY.' 182 EX !~r ,>. ..... . .. COMMONWEALTH OF PENNSYLVANIA ! 4 NO,Ko00209 DEPARTMENT OF REVENUE . !: ..... OFFICIAL RECEIPT. PENNSVlVANIA INHERITANCE AND ESTATE TAX i I'. I .- . , Il = /III ~ H RECEIVEO Joan A. HOJ:9at\ FROM . -- .-::a:__......... ___ __ "-.. .~.. -- TAX AT 6% TAX AT 15% TAXAT_~o , . ADORESS 5 W. Main St:reet: Shir41111a118town. ESTATE TAX Pa. 17011 ESTATEINFORMATic>N:------ --- ------ ---- DATE OF DEATH July 27. 1980 21-80-522 TOTAL TAX CREOIT 4,777.76 FILE NUMBER NAME OF DECEDENT IDWARDL.MOIlGAIll CUlIlberland m m LESS DISCOUNT PLUS % INTEREST IFROM TO_I 238.89 DATE OF PAYMENT october 10, 1980 COUNTY ---- -- ----- -------- TOTAL AMOUNT PAID 4.538.87 POSTMARK OA TE REMARKS -PAID ON ACCOUNT- SEAL RECEIVED BV / " -'- Mary &~N=ia Register o~ Wills REGISTER OF WILLS . . 10-10-8'0 HEV-449 EX" (3-801 'COMMONWEALTH OF PENHSYLVAH,^ DEPARTMENT DF REVENUE TRANSFER INNERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (In'trucHan. on Revorse Sid.) *' Estate 01 EDWARD L. }IORGi\N ___ Last Add ress _llQ9_Applc_l1ri:v:c.,_Ap.t._No.._4_ _. Jle_chanic:iburg,-Ecnn:;~55 {CITYI (STAT!:' (lIP I Date 01 Death July 27 , 1980- Social Security No. ] 71\-0l-OSOS Bureau File No. County File No. ......?/-J(:') -..5)-2- 1. Decedent died: ( ) Intestate (without a will) 6ocx) Testate (leaving 0 lost will--copy allached) 2. Is the Iiling 01 a Federal Estate Tux Return required for this estate? Yes 3. Qoc ) ~xecutrix ( ) A<lministrotor/Administratrix Name JOAN A. ~IORGAN McConneUsburg I PA (CITY) (STATEI ] 7233 (ZIPI x gf: No ~: -< . - <:::> '=' . \"oJl 0 -.J '. Address R,D, #1, Box 300 4, All correspondence should be muiled to ( Allorney hod Fiduciary. S. If an allorney is representing the estate, indicate: Nome James D. Bogar , Esquire Address 5 West Main Street Shi,..pm:m~1-nltTTl J PA 17011 ICITY' (STATE) (ZIP) List all sole deposit boxes registered in the decedent's individual namehor jointly with, or as an agent or deputy 01 another, or in decedent's individual name with right DI occess by anot er as agent or deputy. Include the name and address 01 the bonk or other institution where the safe deposit box is located, the name (s) in which the box is registered and the relationship of the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MA'HThlHED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SA FE DEPOSIT BOX IS REGISTERED RELATIONSHIP DF JDINT HOLDERS TO DECEDEHT CCNB, Bank, N.A. Edward L. Mor an and Joan 5288 Simpson Street A, Mor an Mechanicsburg, PA 17055 (Collv-2.f.-lnY.entoJ:y-Att.a Under penalties 01 perjury, I decl are that I hove examined this return, including accompanying schedules and statements, ond to the best 01 my knowledge and belief it is true, correct and complete. . .~ L-- ; /. /) '-/ .--..J......., .'/7.'21..,,) U. /7'1JOANA:~RGAN l.1IGNA TURE OF FlaUCIARY <> " /0'-0' <3-'" DATE REV-450 EX+ (3.80) COMMONWEAL TH DF PENNSYL VANIA DEPARTMENT OF REVENUE TRANSFERINHE~TANCETAX RESIDENT DECEDENT ESTATE OF EDWARD L.JDRGI\N ITEM NO. SCHEDULE" A" REAL PROPERTY . (Instructions on Reverse Side) DESCRIPTION None ESTIMA TED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONLY TOTAL THIS PAGE NnU!.. .. . REV-4S1 EX+ (a.so) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT D!,CEDENT Estate of EDWARD L, mRGAN ITEM NO, DESCRIPTION INTANGIBLE PERSONAL PROPERTY 3. SCHEDULE "8" PERSONAL PROPERTY {Instructions on Reverse Side} CCNB Bank, N.A., of New Cumberland, PelUlsylvania, Checking Account No. 614-992-6, Titled in the name of Edward L. Morgan. Balance as of Date of Death: 1254.09 4. CCNB Bank, N,A., of New Cwnberland, PelUlsylvania, Savings Account No. 015-110243-1, Titled in the name of Edward 1. Morgan Balance as of Date of Death: Accrued Interest: Date of Death Value: 5. 29,371.48 109.25 29,480,73 CCNB Bank, N.A" of New Cumberland, PelUlsylvania, Certificate of Deposit No. 19806, Titled in the name of Ed\~ard L. Morgan Balance as of Date of Death: Accrued Interest: Date of Death Value: 4,000.00 24.16 4,024.16 UNIT VALUE TOTAL THIS PAGE ESTI MATE D MARKET VALUE $ 1254.09 29480.73 4024.16 34.7:58.98 '*' DEPARTMENT VALUATION (OFFICIAL USE ONL Y) $Sj 01'1-. /1 ~ BUICI< C. WOODS BUICK-OPEL Inc. Harrisburg 236-4779 Mechanlcsburg 766-7616 5270 E. Trindlo Road MECHANICSBURG. PA. 17055 August 1st, 1980 I, Karl Koller, having looked at 0. 1979 Buick Lesabre ~Iith the oeri.:ll number known as 4N69Y9H618673 and the mileage reading 23,000 mileo have appraised the value at $3875.00 on this the first day of August, 1980. ~ ".. .._.._.~_. "..--- C. vloods Buick Opel, Inc. /1?;. / 1~0.l;i.; ~ Karl Keller Assistant Sales Manager .---..,-..... . . -. ._,-._..-..- ....-;..,--... ._._----_.~--..._---- -. ...........~: I I /(ijM[3~R~ND 3216 Trlndle Rood. Camp Hill. Pennsylvania 17011 737-3479 ~~llEV ~~~~~~ AND lO4N ASSOCI~TION , / / August 19, 1980 J:unes D. Bo:;m. Attorney a'~ Lml 5 U. Main Street Shlremansto\l1l, P A 17011 RE: The' Estc.te of Edward L. Morzen Certificate of Deposit #6703536 Denr Attornoy Bogar: Upon checkinG our files, \:e round tho above l'eforcnceci certificate of deposit. This is the only accou."lt that we ca."l find, of any kind, in this na:no. Tho followint: .tnfOI""lLt.ioll will 1l110W01' your. lot,V.1' ,)i' AU{;no\' 111, 1')<\0: Date of Death Balonce Accrued Interost to Date of Death Total Value of Certificate as 01' Date of Death Date Opened Haturity Date Aocount title ~1.5,OOO.OO 459.98 :;45;459.98 2/29/80 3/29/80 Edwal'd L. Morgan The E:,ecutrix may close this certifioate of deposit without penalty, after providing us with a short form death certifioate, letters of teatruJontary, and tho orieinal cOl-tificato. If you ahoulu havo any 'luootionn concernin::: thin mlLtto.", ploaoe f001 f1'OO to 001\t,\ct tills of rico lit any tilno. Sincorely YOUl"Sj :J U .' ,/ ,: . I I' (". I '. J. '.1 ,'" "./.\, \.1:.";'~/:~'~l~I/V Barry 'r.. Luckonbu~h Branoh I-Iano.ger ELL/olh .. , ):--1. '-lOr?} ") 1':' f .L;JI Iwj : . r I .,' ',r.1) ~j.,:lv J lrr r.,':/YJ IJ.r.I'I;;'/.~r,J '-....A..J II "f/ VI/ (1) - -r ) ',/i' I~ '1 /11'/./'/1 r.1) ~/'/....J':'?.;.1, Vt/I.;/vv HA ~ -e " . l' 0 :{ :J, COSXEC'riCU-r f..Gl<':I3S TO P.r\Y ~hC' sc...'1: ;.:-...s;.:rcd vf the in$u.i.~cd. to ;:,~ ~~;lc&clal:Y .:n"Wjcd;ar~11 upon :I.:ccipc at h. l~Ivm<:: O.dicc oi du~ p;:ovi of dc~~:r. POI. ICY N"J.METIR " ~ 0"1. Po",? I,"':::' ...... 1':;;'- (~SUR13D JOA:': ..~J\.\l ;'<ORG;~~ DATE 01' ISSUE ~U: :..\;)l)n~l..'... '\. :<ARCH 2~( j 959 }.G~ jj GS ~.\\;;\. vr I'AC~. SUlvr 1l'\'5URED ~ . , I iCO PREMH.iMS .$29.99 e~\:h. PREMIUMS DUE ON iJl/;~(;;-; 27 CJ.cl-. y;;:~r. PREMlU~;: PERIOD 15 YEARS Pi,O;/' DAY,: OF ISSUE BENEFICiARY SI:;Z j:"~il,.C!!EJ n~\o~7!Cr/\.L1Y ,hGI-F0;~\ou:]~T. ,'- 0""");'" ., " ..fO..........- .....,. ..... .l.', ~ 01'" .:.'~c .;,..,"',......,...n- -'!'j.!....'j..:,. Ll:'~l::. \'VJ.'\ 'J.\, E.~;....'::::"'''i~ ...l.,) ,),'. ../;...;.....;1 i:J.:...~, J.u...ua.. vi.. 04......:............_, 1.,_ l.I-. 'v!lC a.";:':.;;:".1 of ;J,:.:..d f~';:.l~c::;'; ';C~lCL"~=i't,Cl.;I ~~::"C4:.."~<l :'~rGa~:J r.~o':':'::0:" of .t~:~e i~1~t:.:l'~d.) u~~til -i.;11c d.c~.:t.:r~ 0:: said. Ii.other; thcrcaftc":::.:",1 .t~c i::SUl"cd... '. ~CCL' "'" ~j"'- lllr=p .;,~,_ .::;1< l. "-.:., 1=.0 MAIN OFFICE 331 BRIOGESTREET NEW CUMBERLAND. PENNSYLVANIA 17D70 1717177~,7DOO CCNU DANK,N.A. Date September 19, 1980 TO: James D, Bop;ar 5 West Main Street Shiremanstown, PA 17011 RE: Estate of Edward [" Morgan Name of Deeedent The following is a complete reeord of the above deced.;mt' s account:.. as of Julv 27, 1980 Date of Death Type of' Account Balance on Date of Death' Names on Account Date of' Creation. Principal Accrued Int. (All Owners) of Joint Ownershi n Checking $ 1,254.09 None Edward L, Morgan 015-110243-1 Savings $29,371. 48 $109,25 Edward L, Morgan Cert. of' Deposit $ 4,000.00 \; 24.16 Edward L. Morgan . " . G. L. .Weitzel, V.P, Authorized 'v ' ~ . .. It, t:-/ Si'cn'o.ture (j 1 1 I --~ '. REV....52 EX+ (3-80) COllMONWEALTH Of PENNSYLVANIA D!PARTllENT OF REVENUE . TRANSfER INHERITANCE TAX R!SID!NT D!C!DENT !STATE Of EDlVARD L. MORCu\N SCHEDULE "C" TRANSFERS . INSTRUCTIONS: 1. Answer the Questions on reverse side, 2. If the answer to any of the Questions on the reverse side is "Yes," provide a description of the properly transferred per Schedules "A," "B," or "E," its estimated market value at date of dealh, dales of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or inslrument relating to the transferred properly, ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USEONLYJ None TOTAL THIS PAGE NMtL , I I I I ! , QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) Nc 2, Did decedent, within two years of death, transfer property from himself: herself to h 1111 sel f/herseif and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ---1,/0_ 3, If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a, Age of decedent at time 0 f transfer. b, Copy of death certificate. c, Affidavit by the attending physician indicating the stale of decedent's l1ealth ~t lime of transfer. d. All other information supporting nontaxability of transfer, 4, Did decedent, in his/her lifetime, make any transfer of property without receiving il valuable or adequate considemtion therefor which was to take effect in possession ur enjoyment at or ailer his/her deilth? (Answer "Yes" or "No".) Nn a, Was there any possibility that the property transferred might return to \r,lIlsferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) b. What was the transferee's age at lime of decedent's death? 5, Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her Ii fe or ;my pericd which docs in fact end before his/her death: a, The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) Ne b, The light to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No" ,) 6. If the answer to five b. above is "Yes," state whether the right was reserved in dEcedent alone or others. 7, Did decedent in his/her lifetime makea transfer, the consideration for which Vias transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "N~".) Nn 8, Did decedent, at any time, transfer property, the bEllelicial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent unde, terms of transfer or by operation of law? (Answer "Yes" or "No",) No 9, If the answer to eight above is "Yes," was the powel to aller, amenu or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) REV-453 (1.ao) . COMMONWEALTH OFPENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEOULE "0" BENEFICIARIES * . . " '. . \ . . }. (lnstnlclions on Re'/erse Side) Estate of "m~ARn L. MC)Rr,AN BENEFICIARIES AND ADDRESSES SURVIVED DECEDENT DATE OF BIRTH INTEREST OF BENEFICIARY RELATIONSHIP R.D. #1, Box 300 McConnellsburg, PA 17233 Son Yes Adult One-third residue 1432 Mulberry Ct. arl.e a, eorgl.a Son Yes Adu1 t One-third residue Joan A. Morgan R.D. #1, Box 300 McConnellsburg, PA 17233 Daughter Yes Adu1 t One-third residue The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH . REV....'" EX+ IHO' INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number 21-80-0522 Estate Name F.tiWA,..ti T,. Mn"'gFln Date of Death Ju'y ':>7, '9110 176-01..00;05 Social Security Number [] Original o Supplemental o Remainder REPORT OF INHERITANCE TAX APPRAISER I, the underoigned duly appointed Inheritance Tax Appraiser In and for the County of Cumberla1! Pennsylvania, do respectfully report that I have approised the real and personal property os reported In the oregoing return at the values set farlh apposite each It om in the lost column to the right in Schedule. "A", "S", "C", and "e" Dated: January 14. 1981 Reol Property (Schedule A) Perianal Property (Schedult B) Jolnt.Held Properly (Schedul. E) Transfer. (Schedule C) 5 VALUE AS APPRAISED INVENTORY TOTAL GROSS ASSETS Len D.bts and Deduction. (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate o Annuity RATE FOR USE OF REGISTER ONLY Tax on S Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE Less Credits OATE OF PAYMENT AMOUNT PAID S INTEREST FROM BALANCE OUE FACTOR 15% DISCOUNT + S + 4/M/d)-r.?!~;z.,)uI ) INHERITANCE TAX APPRAISER CODE ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE 00+ 10+ 12+ 21H 30+ 7. 40- 93- PRINCIPLE VALUE CODE CODE COMPUTATION OF TAX 5 5 5 5 6% 5 TO 5 5 5 INTEREST TAX CREDIT 5 = 5 '" BALANCE 5 S S TO REV,Sl8 FO (7,801 ~~ ~> NOTICE OF FILING OF APPRAISEMENT COMMONWEAL.TH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS Joan A. Horgan R. D. #1, Box 300 McConnellaburg, PA 17233 RE, Estote of County of File No. EdwR'I"d L. Mn'l"g1In Cumberland 21-80-0522 Dear Mias Morganl You are hereby notified that the originAl appraisement in the estate of Edward L. Morp:an has been filed in the office of the Register af Wills of Cumberland County an January 1" , 19.8l.. Said appraisement reflects the following veluatians: Real Estate Personal Property Jointly Owned Transfers Total None 85.014.17 None NnnA '1\5.01".17 As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to an y tax that remains unpaid alter nine (9) months (filteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this natice may object thereto within sixty days olter receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date January 14, 1981 ..$J,o,1.:J J-;f'In1"...I) Signed Title Chi"t" ApP,.Ail=:p-'r HOTE: This is not a bill. REV~57 (1-eO) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEOENT INHERITANCE TAX APPRAISEMENT - * Estate of Edward L. MorKan File No. 21-80-0522 County Cumberland Dale of Death July 27. 1980 In th. .vent that any future Interellln thl. eltate II transferred In possession or enjoyment 10 callale,al heirs of th" dKedent after the eKpiratlon of eny ....t. for 11ft or for years, tll. Commonwealth hereby expressly reserves the right to appraise and asses. transfer inheritance taxes at the lawful collateral rate on any such futur.lnternt. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE N 1. TOTAL REAL PROPERTY - SCHEDULE "A" , , 2, TOTAL PERSONAL PROPERTY - SCHEDULE "B" 3, TOTAL TRANSFERS - SCHEDULE "C" , , , , 4, TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" None TOTAL REPORTED PROPERTY PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH 85,014.17 TOTAL UNREPORTED PROPERTY None TOTAL GROSS ASSETS 85 4 ,01 .17 LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above appr<lisement is made in conformity with Pennsylv<lnia l<lw and has been filed this day with the Register of Wills, 2//NO:' J'1'f'foiJ ,..1) APPRAISER 01/14/81 DATE ~ . ~ ... ~ ~ ~ -< z ~ ~ 0 >- >- ~ <Il ~ ;:l ...l -< .-I - '" u Z II - g 1>0 0 1>0 ... 0 ~ (.) ~ ~ ei ~ Iii 0 CIl 0 z ei - ~ <Il >- l- ei z ~ gj l- ~ Z Z '"" ei i ei S ::<: ~ ~ ...l Z Z 0 U " ~ ~ Vl ~ 0 0 ~ Z - ~ U Q '"" ,