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Home My WebLink About80-00524 .....;, -,," ' .",.' '.; :.:~ .' ...'. .' -:! '-'.' F:":':,,:-',';: ?-:~(<,.-.,:. 'it,';':';,' ;r~>~'::~ . .. .. ...... ., .'. :,1 (.. .' .... , 4/\'" . " , .~ " " ,''-' ..' odI ,N, 'If') " ",0 " :':' ill o , oS JJ .11 .UJ ,', ~ " !:i! .~ i i . ! ti ~ i-l In !i a H g i ~ . . :c II< I ~ tr:l 114 ~ - o ,~ , ,.' -r";" ,,-,.' .-...' "-. " ~ ;. ..,:-'-. "".\-; ,', .:.... .. .... ',,\' ;,,:<'. :..,:'t<':~. ,.." ""',-, . ~ ~,. ',' I':.' H;, " '-j" No, 21.80 524 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of Paul P. Morrison , deceased. MARY C. LEWIS To ~iohat6'lx&~n. Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania, IS PetitionerOO lIlIRlt the executriv nomed in the Lost Will and Testament of Paul P. Morrison dated Februarv 1. 1972 Decedent was 0 citizen of the UnitecfStates and a resident of Township South Middleton Bt5~, Cumberland County, Commonwealth of Pennsylvania. Decedent died on Thursday the 31st day of Julv A. D. 1980 ,in the County of Cumberland , State of Pennsylvania at the age of 62 years. has M5 :hM Decedent Ill~ been married and has not had children born to him since the execution of the above described Will. Decedent was possessed of personal property to the value of unestimated and of real estate to the value of unestimated as near as con be ascertained; said real estate situated as follows 308 Pine Road. Mount Hollv Sorine:s. PA 17065 ~ Therefore, your petitioner(!Jl respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated AUl!ust 7 ,1980 ~~~ m~~V Name and address Beulah E. Morrison of Petitioner(s) 308 Pine Road Mt. Holly Springs, PA 17065 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND Beulah E. Morrison named in above application, being duly say(s) that the statements set forth in sworn according to law this petition ore true to the best of her knowledge and belief. and subscribed before ~~.J -~ ~ '1";-7/Z/..~ Sworn ~~fJ me August 7 1 <,-0 '~ ~'7 /'~ Register MARY C. LEWIS Filed: August 8. 1980 02../-ftJ -S,;{tf Attorney: Robert M. Frey ...: ;,~;., . ~.. '.'. ';' ,.....,. '. -'-." . . :"'" Eo< Z ! ~ [il ..... Eo< ~ Cl Z Ii.. :2l .x: , 0 . ...:I, p.. ~ ...:I ~ Eo< p.. (/.l j '. . ',' <c t z )0 .. 0( ll! ~ ~'~ I&. ~ a: IJ) .. 0( 1: z, -- ,:. 0 Z I- tL1 ~ ~ II: Z " III 0: " "I III ~ !; ~ 0... 0 ::; II: 0(.. 0: .. 0( u' ,. ~"'.:;"i' . ,..':~:~ ;;i~;1 ::X~;~ ~i ;,....~-.;;'~ i;~!i ::':}i~~ .'.~;::1:~; :::'>";"1:'~ " ::'~~~~~ . . :.\i~ i.'.i ,~~ . , . ,j ,,::,:\,~ !~i <.~~, -':,,:";:':';'2~' L:'~ '~~'I1." ~, ~ ' '..... '. :~,l~ ..',~..~~ ./-:~~~ ' '~\;i~~! ~ ~ :,~'l~'?~ . OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I HS: COUNTY OF CUMBERLAND \ This........... ........ ..........?~~..................."................ day of... .....d~:,~:t.-t~-/::,.... ...... ................. A.D.. 19.~(,~.. ./ /l"7~~7 t:-. l..("'_l;:!- before me '~Rdel'Sorr; Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland. in the Commonwealth of Pennsylvania. personally came .............. .!,(t'lU?c,./......:?'J.../.:2-::'7.........(~.......::..r;J.,t;k.""'-;... ... Jr.., ....:'.?:::.~.!..d'::~.(.;;................ .............................. the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of .... &.</....1:.... :2'(,(;c.c." :..r,<?: r................... ............................ Dated ..5:!.0:.~,:::;):;...? .(.2Z2.. I te f - -:;:...it. ?>1,'r/,/~/cr~/ z:._''''~''I.' C be I d C t P dece ed a 0 ...........=.,,1-:'.(,;................................,............,......:; ..,........,..,....,......... urn ran oun y a., as who being duly ..........>!:f,'a:~W(.................. according to law, depose and say, that .....y.;r.~x......~.~&.,"'........ present and saw and heard the testa.J-...,/. l'>'J...~t. ~ ~,,"./'!,~ is,';",,- , 1...'.'.......................,., ....{.,.....................,-:'oo"......................................,.... sign, seal. publish, pronounce and declare the said instrument of writing as and for h,;.of............ Testament / and Last Will. and at the time of so doing .........;;..~..................................was of sound and disposing mind memory and understanding, to the best of .........R.:.(c...,...........................knowledge. observation and belief. ,/ ..........:;::.f.~~Ilf.,t:v...............,... and subscribed before l/J_ . . .......r,,~,~.E.~...~.~......i7........................... '- v Q.. /?' (.;Ill/. ~LL-!...AI::'-<". . ...fli.{,..0!.u:..~.................. ...0~...(?.:.J. ~......:..:..!.......,................. -Riel.a. . denoft, ~' /?'iA-Il_Y (f:'. I-er~/"'::; AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ /' ..............{jr:..~!./I.'2'6........?:;..,.......2?:AI.;::::.<':!'-f:.C;......,.........,.......................... ................................being duly ............~~.:?.~?:.~(.'(................... says that as nearly as can be ascertained the said decedent ...................,...... ..................................l.f2:. {....6:....-h.J.".."..."'-,:,';(. t..f.. ... ..... ........ ...... .......................................................died on ;J. I. ~ 5~ .~ / ~ ............~!f.-:."'(...-:i':;x::................ the ........;;..<!...:::............day of ....r~................................ A.D.. 19....r:', . - ,:""'J ,.-;.. at or about ........,..,........................,..... 0 clock, ....M. ('""' ....................y.f.-:?::r.~:,.........."....and subscribed this c;t~.~/L..~...5.h.~~ ........................~~~................. day of ..~<'d,.... 19. It.?.... before ...~t.UJ/....e:.... ~~d........................ Rid.&rd EpAnd9rBoll~~~ter ?-vJ......7 C. l.... .....,_... 7~~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND SS: Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came .........,...~.'i\u)!l-h.);;,...MQ.r.r.;.~.9.n................................................. who, being duly .......~~.9.!::r..........., do~.~....... depose and suy that Ils..............);;~.~.9.\!t.r.i;i!:............................... of the last Will and Testament of ...............f..:i\~LP.!...MR;r:;r:.t~R.r:\,..........................,...........................deceased ............L......... 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 Transfer Inheritances. ...........!!l!!RW...... and subscribed before me. .............A.ugllSJ;..,..7..................,.... A. D., 19JHL..... ~:~...e.:. !~.........................,.... . 1l1lDSlm~~~srer Mary C. Lewis (/J..~.:~~....9zt.~~ Beulah E. Morrison ' ................................................................................... :.-d 0: : <ll : III ClI: :t<l ell : ~ ~r :<ll iQ u... ....: :d ClI: 0 0: *1 m: ~, <1': ....... ~ N N: ..J e<::~ 0 l!.l Ill: e<::: 0 co~ ..J I:Q I: 0: - 0: - ~1 - .: +I: ClI: .~ u: S ~ 1II: ,: .' E-i: ::I: ~: P<: I:: rzl~ lri Nj ...:1i .~ ::I: Q 't:l ,,: o(j 00 .,; ::;J: <ll 't:l <1': I Z <, .... ", - 0 N .s P<~ " *: <ll .s .... <ll 11 .,; 't:l bll III I:: t<l - Z [;il .~ t<l P- i:<< DECREE Be it remembered that on the .,.....~~~..,....... day of ...........Avjm~L.....,.............., A. D., 19 .~.9...., there was probated and recorded the last Will and Testament of ......P..?;~LP.:...MR.~.r.L~.9.!!..................................., lare of ......~!?!!.~~..M.~~~~.t;.~!??.!~~?..~~.~p..... ........,......., Cumberland County, Pennsylvania, Deceased. Letrers .........'),'.\'Hlt,~m!i!.ut~;r;'y.................... were granted to ............:?,~.~1~..~:...MR:r:,~.!~,C?~......,.................................. Witness my hand and official seal the day and year aforesaid. .....,~f~~....~.:.~.~/ ~~?C1\l\lR! , Regisrer. , Mary C. Lewis . . . r REV-449 (8-78) d 1- ,S:O - 'SyL/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS *' . ~ , .. ReSIDENT DECEDENT COUNTY OF_~QM~ERLAND -- IMPORT ANT: - _..< - ... . ._..' ... . . _n. _ __ _ ~ .___ This (~lUrn lIlu!t1 hr: completed 111 demit and ri led in duphcillC. ",ilh illl atllichcd, with the N:~gi!itcr lie Wilhi (If lhe Counly wl\l~'c dcccocnl lC'siLled. Rctlllll i~ c.hu.~ wilhin nine lllHlIlhli arh~( ..Jale ur dClllh, unlcMI UIl eXlension is SlIlnled by the SCCrclllry tlf RC'lCl1w.'. (Sectiun 7lJ] uf lht~ Inheriwm;c !lud Estale Tax Act IIf 11}61.) - .-- IN TilE MATTEK 0" TilE ESTATE OF Palll p..JVIorrison (STATE fULl. NAME OF OECEDENTl } ^"FIIlA"IT OF EXECUTOR X~1lX]l:1lIIt Lat. of Cumberlanfl S,o'. of Pennsylvania County 01 Cumberland CoJunty }." Executor x _ Re1T'~h R..-Mn,...,...i,qnn ~ or ,ho u'ote of thu above.nomad doted.nl being duly .worn, depuu es and sayS (DAY) . 19B_o..-J ~eltole ICKlvlng a lalt will, copy of which Is hereto attoch",d. } ~mleslole Decedent died .Tulv tMONTHI Name ond addresl of attornf'Y or } oth.r authOflzed rllpr.senlatlve 10 whom all corr.~ond.nc:o should b., mailed. 31 -Robert M. Fr~y, 5 So.u.tILHanovPl" St . r.Hl"l i",lp PA 1701 ~ That as such Executrix Jeponcnt is familiar with the affairs of said estate and the property constituting I EXECUTOR.ADMltHSTRA TORl lhe assets thereof and their fair market value. That at the time of dealh there was no safe deposit box registered in decedent's individual name, ur jointly with, or as agent or deputy of anuther, or in decedent's individual name, with right of access by another 3S agent or deputy, with the exception of lhe followin~: - NAME AND ADDRESS Of BANI( OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A !.AFE DEPOSIT BOX None THIS SAFE DE::POSIT nox RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT - That the conttnts of said s~fc deposit box or boxes arc itemized under Schedules with the exception of the following, for the reasons hereinafter set forth: of this rtturn, ThaL Sch.dul. A attached hereto and made parI hereof sels forth fully and in delail all the real properlY in the Cornmonwealta of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each p~rcd of real property at the date of death, giving the amount still due at death, name of mortgagei:, date, rate of interest, and bonk 3nd page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as uf date of dealh of deceuenL. ThaI Sehedu/. B aHoched hereto and made parI hereof sels forlh fully and in detail all personal properlY wheresover situat.:d owned by the decedent at the time of death; all moneys left by the decedent at the time of d~ath, whether in decedent's immediate possession, stamling to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also sep3rately the accrued illtaeSI thereon, if :lny, down 10 the last interest day prior to decedent's death in the case of savings banks, and to Ihe dale of deci:dcnl's death in all other cases; all bonds, postill savings, treasury certificates or notes and otht:r evidence of indebtedness of the United States to the de- cedent; nll obligations, whether by statutc or agrcement (hey arc designated as tax free, of the United Stales, or nny statc, or pulitical subdivision Iherenf, or of any foreign country. which arc owned atlhc: time of d~.illh; all wearing apparel, jcwelry, silverware, pictures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all othcr personal challels of whatsue"er kind or nature, h:ft by decedent, together with the f3irly estimated market \'alue thereof; all bonds and mortgages held by decedent anJof all claims due and owing decedcnt at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent ditd possessed, of whatsoever naturc, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair marktn value be less then the face value, it sets fmlh briefly the reasons for such depreciation us to each item; 011 moneys payable to the estale from life insurance policies carried by decedcnt; all annuity 3nd endowment contracts the proceeds of which were paynble uron Ihe dealh of lhe deeedenl; all and lhe corpora Ie slocks and dividends duo therton and unpaid as of the dllte of death, bonds and accrued interest thereon to the date of decedent's death and other investment securities owned by the deccdenl at the time of death, with the market value there- of a( such linte. i " In the case of s\.'cllrtt.les l)f' r.:1C1l'i1! or ('umll)' f~nl'llI;rnllnns, thf~ vnlum; fl!J1ortod are tlR fllr as pos~lblt! SUbStltl1ltlltCf' b~' 1'l1l't11cl'\1 !ttnt'.>nwl1ts 01' till' Curl'flflttlulIs, shmdlllt, t.hn 'lPl",!tq nile! ltrlhl1lt.les thf'rcoC ns ot' the IhHl' of ,It!n.~~'. 'fhr> schtl.lulp ul!;(l soU. rortll ULI! lnu!r,o!it or Ih!Cf'flfmt. nt. t.ho t.imo or dlH\th In lilt)' cn-l'H.rtllf'rshll' or IJlIsln"~,". #lntl In :IIlJlllfu't fI" Ull' vlllll~ of ~ll.~h lntnrt'sl thCrf~ l!i Ilf\llex+Jd to sotd Helu'lIlItH, rIunl\clfli st'\ll'll'.i!llts .c;ho",ln~ til,' !lso;f!l!i !Wlt 11.thll It t..s of' slIh' CO-fl.UtTll!rJild(I or huslnc1s. ,\ (.,)1')' or Ih.' CIl-l'nrtnl!rshlp iIRr.!(!ml'nt. (If urnl, II HI-ah'rn,'n! ~t.tt.tll~ fort.h tho IIIlt.urH 01' th,~ dl.;r'!~Ollmt.) to~,.thf!r \'lIth n stah!!fHmt St!Ulfll~ I'ort.h the etut.rllcter f)f rlu! hll~lllt'~S. Its lucnlttJTI, !llut such othp.r ,"wts 1I(lrl.flln'1I~ to till" hu~lness liS mil}' I)I~ IH"rtlnenl. t.o tl folr IlfHt .lust. nJlJlrnt'illl of' LI,(~ th!lll!llmlt.l s lnt.tlr'~Ht. therein llHlst h(lsllhmlttp-rl. 1l ShUlllll nlso set f'"rth In llemI7.I~d form, tfiJ'PI.lWI'" with tl"l rlt.lr r.ll\rk.-,t. vllluo t1u~rf!ol', nny ot.llf~r property f)wIJf'd or hequolll.lwd hy tilt! df'CI'f!l!1I1, Ill. tile t Ilnl! of' dHllth. Thp Scnedu/p C nttllclwcl herp.to und mllde 11/trt hCI'(tor SI~tS I'nrth Ii t.fue IInswer 1.0 Cllch in1luiry contnined t1u?reln lint! In the eaSI~ 01' t.ranst'crs or)lrol'nrty, renl or 'lI~rsnnlll, I'll thin t.wo yt!nrs or decedenl'S tie"lh, In eont(!lllplntlon of lh~c(>d(mt's ,I..,nt.h, or Inf.f'n<lp.d t.o t.l\ke e(,feel III possession or enjoyment at or after denth, Slllf1 scJwf1lJJp sets forth the Iltlture fII"t vllllll~ of such propprt:r, to whom transJ'erred, the relationship of the t,rnnsferecs to tilt] fleeettent, till! prnpnrt.JOl\lltH shurc rece:lved hy eltch Lrlln5ft."ret~ and nll other fncts or a pertinent nnt.llrc rp-~nrrllll~ slllcl transfers. In the clt.se of' trllllsf'crs Intend:ert to take effect in possession 01' cn,1o~'ttllmt ut or ,d'ter .tenth, there Is nlso nt.tncl1f!lt t.o t.he schcrlule a copy of the deed, t.rust ngreCmp.llt or other tnstl"lIment crcl1t.~ng till] trust. Ther.~ Is nlso set forth 1n said schedule It list or all propert.y, reul and 11ersonul, wiLh It.s ,'niue, which pli~ses lit decedent's denth by virtue of t.he exercise by decedenl, either indlvldllllll~', orjuintly wit.h another, or nny power or uT.po1nt.. mcnt. vestcrt In decedent, either InrHviciulI.lly or ,10lntly, hy t.hp. will, deed, or other instrument at' another, with 0 copy of t.he inslrlDnent crellt1n~ such Jlower ottncheti to t.he schedule. Thllt Schpdv/e 0 attached hereto and made part hereof set.s f'orth the ntlmes on/I addresses or ft.ll persons henef'lclally Interested in this estat.e ut. the time uf' decedent' s rlellth, the not.ure or their res- pect.J\'c interests, their rclnttonship, if UI1Y, to the (iececlent, together with the fLges at the ttrne or decedent's rtenth of 11.11 minors, annuttunt.s andlJ(lneficinries for life lInrt~r decedent's WUl. It also contains a statement showing which or the beneficlllrtes nnmert tn the decedent's will, if any, died prior to rlecedent, the 1'I00tes ot' their <lentil, their issue, lt11l1 the rell1tlonship or such issue to the beneCictary. That S.:hedule E attached hereto nnd mAde 8. }lart h(lr~or sets forth 1111 property, real and per- sonal, owned by the decedent Jointly with nl1othol' or others, inclucting into.ngiblc, slOnding in the name of the rlececlent Rnd others, plus the da.te and t)laee of record of' instruments ef'feeting the \est1 ture or real estate and the dale of acquisition or personalty, plus the nlime, It.lldress and relationship, ir any, or co-owners to the decedent. That Sc/1edule F !It.tached hereto tmd mudc a part hereof sets forth fully and 1n detail all debts and deductions claimed for llnrl on behnl r 0 f this deceden t t S es tate, 1 nel urling funeral expenses paid; family exemption, where appltcahle; costs or admlnistrntion or this estntc; counsel rees Knd f\tdlclary' 5 commissions paid or to he llntd; cost expended ror burial u"usts, tombst.ones or gravemnrkers, and reli- gious services, in consefluence of the neath or the decedent; debts and claims owing nnd unpaid at time of deothj taxes accrued chargeable for period prior to decedent.' s Ileath (except those nllov.'cd under Section 651 of the Inheritance nnd Estate Tux Act); together with u stutement of collateral pledged for obliga- tions, if any. It is agreed thl1t thp- t'tductnry will present proor nl' snld claimed obligations upon re- quest, t.hnt 11' the amount. acllll\ny tH1.1cl In settlement of any fee, commission or debt 15 less than the esttmfltec1 amount cllt.iming /lnd nllowed, that the same wlll he reported to the I\egistcr of Wills, and that thn amount or tax uss(lsscd crnl be rl!ltsses:i(HI In uccordllflce th,~rewith. Thllt the totnls or the OJllll'Ol'rlhtc C\llUm115 in Schedules "A", till", "C", "E", and tlF" /lS dtrected therein, hllve IJeen currIed forwurrl and properly r~gtstered tn the Sllmmnr~'. Subscribed and sworn to before me this ..,..d.9.~m' "" day of.. 9MJ..o' ....M~:I~~I;~U~~"'.'" NotatY Public Corlidc, Cllmbcrl:md C:/"luntv .",.,...,.19.J::L, ri.Q..<.!-.k.~,...,.%.it.::!..~~~~._- (Executor-Administrator) ,.,.,....(St;:;-;t..N;;;-b";r.........,.,."..,....,...,----., ., "..,.'.".iCit;;..';;;.T~;;;~....~;;d..st;;t;;T.......'., SOTE: Before signing ot"l'Idnvit. make sure ull hlnnk spnces in the lIt'flclav1t anrt schedule!' annexed are l'tJlcll In with detlllls or the word "Nonc", nUli In cuse the ussets Include rurc nnrlul1listcd securltlel't, securities of close or fnmll)' corporntions or on illtl]rt~st III I1n~' cn-purtllcrshlll or huslness, thftt the dlltu nlld statements rcqutrt'ft uneler the 11I\rU~I"I\}lh l\ho\,l~ 1'(')utlns; tu Schedule "DtI ure /lUnchett. Also mnke certllln that column #1 In the "Sunrnnry" has h(len pr()p~rl)' completed ItS nbovc-dlrectetl. Rt C-U (,4-131 '~MMONW!ALTH OF PENIo;SYLVANIA OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY . Real properly in Pennsylyanio, wilh statemenl of mortgage encumbrances upon each parcel at dealh of dece- denl. Properly held by the decedent os tenanl in common with onolher or other, should be identified os to quantum of interest and the estimated yalue should be that 01 the decedent's interest only. (Property held os joint tenants with right 01 suryiorship or tenancy by entireties should be reported on Schedule "E.") The real propert)' located In tho Commonwealth of Pennlylvanlc should bo duerlbod by lot and black numb.r, Itroot and .treef number, together wllh a gonoral description of the property, with a roference to the record of tho conveyoncl'l by which the decedent took tlllo; If a farm Itato numbar of 04 ern; aha Itatemont of mortgage oncumbroncftl upon &och parcel 01 death of doeodent. Taxol, allossments, accruod Intor.st on mortgagos, etc.,oro to b. lilted on Schedule "F" and must not bo deducted from thl. schedule. (1) (2) (3) DF.PA RTMENT VALUATION CA UTIDN (Do not write In th I. IpoCO) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH E5TIMA TED MARKET YALUE 1. An undivided 1/3 interest in the following described tract of land: All that certain tract of land situate in South Middleton Twp., Cumberland Cnty, pA bounded and described in accordance with Plan of Lots known as "Fairfield" as recorded in the herein- after named Recorder's Office in Plan Book 2, page 80, as follows: Beginning at an iron pin on the eastern bound ry line of land now or formerly of Richard K. Griff n and wife, which iron pin is 67 feet south of the southeastern corner of land now or formerly of Moses Heberlig and wife and which iron pin marks the northwestern corner of land now or formerly of Benjamin Moyer and wife; thence from said iron pin at the place of beginning Nort 38 degrees 30 minutes east along the eastern boundary of said land now or formerly of Richar K. Griffin and wife, land now or formerly of Moses Heberlig and wife, and land now or form ly of Paul Heberlig, a distance of 498 feet, mor or less, to the southern line of Middleton Avenu thence east along the southern line of said Middl - ton Ave. a distance of 236 feet 3 inches, more or less, to a point at the northwestern corner of Lot No. 70 of Block "H" now or formerly of Lightner; thence south along the western bounda y of Lots Nos. 70, 69, and 68 of Section "H", the same being lands now or formerly of Lightner, and lands now or formerly of Frank Petrontonio a distance of 150 feet to a point at the northwest rn corner of Lot No. 67 of Block "H" now or form r- ly of Clarence G. Sprout and wife; thence west- wardly by a line which is the westward extensio of the northern line of Lot No. 67 of Block "H" a distance of 21 feet to a point; thence south alo g line of land of Clarence G. Sprout and wife by line parallel to and 21 feet west of the western line of Lots Nos. 67 and 66 of Block "H" a dista ce of 100 feet to a point in line of land now or form r- ly of Benjamin Moyer and wife which point is 21 feet west of the dividing line between Lot No. 66 Block "H" now or formerly of Donald R. Irvin and Lot No. 65 of Block "H" now or formerly of Harold stoey; thence west along line of said line now or formerly of Benjamin Moyer and wife a distance of 518 feet, more or less, to an iron pin at the Place of Beginning. (CONTINUED) RCC_UI"-'31 COMMONWeAL TH'OF PEHNSYLVANIA DEPARTMEHT OF REVEHUE BUREAU OF COUHTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DEC!DENT SCHEDULE "A" REAL PROPERTY *' Real property in Pennsylvania, with statement of morlgage encumbrances upoa each parcel 01 death of dece- dent. Property held by the decedent as lenant in common wilh another or other, should be identilied as to quantum of interest and the estimated value should be that of the decedent's interest only. (Preperty held as joint tenants with right of surviorship or tenancy hy enlirelies should be reported on Schedule "E.") The real property locatod In the Commonwealth of Penn.ylvanlo Inould ba descrIbed by lot and block number, .tr..t and .treet number, togelher with a general descrlptlon of the property. with a re'erenco to the record of tho conveyonc. by which tho deced"nt took title; If a farm atat. number 0' a. cr..; alIa atat.ment of mortgage encumbroncu Upon each parcel at death 0' decedent. Toxe., a....ament., accrued Inter..t on mortgogel, etc., are to b. II.ted on Schedule "Fit and mUlt not be deducted 'rom thlllcnedule. THE above-described tract of land contains approximately three (3) acres, more or less, and is a portion of Block "H" as shown on said Plan of Lots known as "Fairfield" recorded as aforesaid. THE above-described tract of land is subject to a right-of-way 21 feet w ide extending southwardly from Middleton Avenue along the Western line of Lots Nos. 70, 69, and 68 of Block "B" of said Plan of Lots known as "Fairfield", a distance of approxi- mately 150 feet to the Northern line of Tract No. 2 now or formerly of Clarence G. Sprout and wife which was conveyed to them by deed from nobert M. Frey and wife dated April I, 1969, and recorded April 1, 1969, in the Office of the Recorder of Deed in and for Cumberland County at Carlisle, Pa., in Deed Book "D", Volume 23, Page 724, which right- of-way is to be used in common by the said Clarence G. Sprout and the owners of the above-described premises and by their respective heirs and assigns. THE above-described tract of land containing approximately three (3) Acres is the major portion of Tract No. 2 which Beverly E. Dinges, et al., by deed dated July 15, 1968, and recorded in the Office of the Recorder of Deeds in and for Cumberland County at Carlisle, Pa., in Deed Book "y", Volume 22, Page 491, granted and conveyed to Robert M. Frey, who, by declaration of purchase money trust, declared that he took title to the same as Trustee for the benefit of Paul P. Morrison, L. B. Phillips, Jr., and himself, Robert M. Frey, their heirs and assigns, the interest of each of them to be an und ivided one-th ird interest. 1980 Assessment: $620. 00 Total value: $2,480.00 Value of undivided one-third interest of decedent 2. An undivided one-sixth interest in a tract of land situate in North Middleton Township, Cumber- land County, Pennsylvania, the same containing 105 feet in front along the Eastern line of 50-feet wide Dorwood Drive and extending eastwardly therefrom at an even width a distance of 150 feet, and being all of Lot No.4 of Section "G" as shown on Final Plan No.4 of Kendor Summit recorded in Plan Book 23, 121 CONTINUED (I) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) 131 DF. PARTMENT V ALUA nON CAUTION (00 not writ. In thlll apace) ESTIMA TED MARKET VALUE 826.67 . A.CC_U (.4.UI ',C:OMMOHWULTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTV COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY * Real property in Pennsylvanio, with statement of mortgaga ancumbrances upon aach parcal at daath of dece. dent. Property held by the decedent os lenant in common with another or other, should be idantifiad as to quantum of interest and the estimated value should be Ihal of tha deceden"s interest only. (Property held os joint tenants wilh right 01 surviorship or tenancy by ,,"Iirelies should be laparted on Schedule "E.") The r.el propelt)' located In tho Commonwealth of Pennsylvania should bo described by lot and block number, I.reot and ,'reet numbor, togethor with a general d..crlptlon of the property. with a reference to tho record of tho conveyonce by which the decedent took tltlej If a form state number of o~ cr.,; also ,'atement of mortgage encumbrancu upon each parcel at doath of decedent. Tax.., all.Slmen.., accrued Intero.t on mortgages, ate.,ar. to b. listed on Schedule "F" and mUlt not be doductod from .hl. schodule. (1) (2) III DEPARTMENT VALUATION CAUTION (00 nol wrlle In Ihll IpGce) ASSESSEO VALUE FOR YEAR OF DECEDENT'S OEATH ESTIMATEO MARKET VALUE BEING the same premises which Albert C. Kuhn and wife, by deed dated December 13, 1977, and recorded December 13, 1977, in the Office of the Recorder of Deeds in and for Cumberland County at Carl isle, Pa., in Deed Book "0", Volume 27, Page 395, granted and conveyed to Robert M. Frey, who, by declaration of purchase money trust, declared that he did hold an und ivided one-sixth interest in the sam for the benefit of Paul P. Morrison. 1980 Assessment: $190.00 Value of undivided one-sixth interest of decedent 1,040.00 3. Undivided one-half interest in all that certain piece or parcel of ground with all the buildings and appurtenances thereon, located partly in Huntington Township, Adams County, and partly in Dickinson Township, Cumberland County, Pennsylvania, more particularly bounded and described as follows: Beginning at an iron pipe at lands now or for merl of Ralph W. Tyson, being the Southwestern corner of the lands herein described; thence along lands now or formerly of Ralph W. Tyson, North 28degrees 7 min- utes 42 seconds East, a distance of 821. 83 feet to a stone at the corner of lands now or formerly of Ralph W. Tyson and A mbrose Heller; thence along lands now or formerly of Ambrose Heller, South 55 degree 52 minutes 57 seconds East, a distance of 329.59 fee to an iron pipe at the corner of lands now or former! of Ambrose Heller and Jack L. Renninger; thence along lands now or formerly of Jack L. Renninger, South 33 degrees 25 minutes 45 seconds West, a dis- tance of 339.49 feet to an iron pin at the corner of lands now or for merly of Jack L. Renninger and lands formerly of Robert E. Group and Betty M. Group; thence along lands formerly of Robert E. Group and Betty M. Group, North 61 degrees 52 minutes 18 seconds West, a distance of 253.47 feet to an iron pin at a corner of lands formerly of Robert E. Group and Betty M. Group; thence along lands formerly of Robert E. Group and Betty M. Group, South 28 degrees 7 minutes 42 seconds West, a distance of 450 feet to an iron pipe at lands now or formerly of Ralph W. Tyson; thence along lands now or formerly of Ralph W. Tyson, North 62 degrees 15 minutes West, a distance of 35 feet to an iron pipe, bein the point and place of Beginning. ITEM NO. REV-450 EX+ (3:801 COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY *' (Instructions on Reverse Side) ESTATE OF PAUL P. MORRISON DESCRIPTION ESTIMA TED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONLY Containing 2.845 Acres. Together with and subject to such rights as may exist in and to a right of way from Route No. 34 across the property herein described which right of way crosses the most southwesterly portion of the property. Being the same premises wh ich Robert E. Group and Betty M. Group, by deed dated October 22, 1976, and recorded March 6, 1979, in the Office of the Recorder of Deeds in and for Adams County. Pennsylvania, in Deed Book Volume 343, Page 1172, granted and conveyed to Paul P. Morrison and Philip J. Ruegg. 1980 Assessment: $50.00 Total Value: $10,000.00 Value of undivided one-half interest of decedent 5, 000. 00./ TOTAL THIS PAGE 6,866.67 (" PM". (,,7 49ft . . REV-4S1 {Il.78~ *r, ,..;. ~..... , COMMONWEAL TH OF PENNSYL VANIA TRANSFER INHERITANCE TAX i RESIDENT OECEDENT I 2. 3. 4. 5. 6. 7. 8. SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose 1I1llangihlc i1l1l1 intangihle pCrSfll1.a1 prupcrly owned individu;t1ly by the decedent, tit the time of his dc.llh. Properly owned by the decedent jointly wilh ilIwthcr Of others must he listed under Schedule "E". Intangible pcrsollillllrnpcrty, titled in the name uf the decedent, hut ptlyablc at dClllh tn l.IlIolhcr or others, including but nnt limited III p.o.n. U.S. Savings BlIlHls and tentative trust accounts, must he listed, despite the fact that they arc not of the administered estate. Tangible rcrsonal property shuuld he listed first (c.g. jewelry, ",curing apl'01rcl, hnuschohl snuds, lIod furnishings, bonks, paintings, automohiles, hunts, ctc.) Inlangihle personal property, such as bonds, trc<lsury certificates, cash on hand and in hank, stocks, mortgages, notes, logethcr with accrued interest or dividends, salaries or wagcs, insurance payable to the estate or fiduciary in said capacity, partnership inlerests, interest in .IIlY undislrihuted estate or or incomc rrom uny properly held in trust under the will or agrcemenlllr another, c\'en Ihuugh l(Jcaled outside fir the Statc, al the time or denth, should be listed in this schedule. Item No. I1ml Li sl and describe full)' UNIT ESTIMATED VALUE MARKET "ALUE DEPARTMENT VALUATION (Do nut write in this space) 1. 1969 Chevrolet automobile 100.00 1970 Chevrolet automobile 1 00. 00 1973 Triumph automobile 1,500.00 1977 Road Baron Utility Trailer 200.00 Share of cash in custody of Robert M. Frey, Attorney 85.79 Undivided one-half interest in second mortgage due from Robert A. Warner and wife. Total balance due - $1,889.11 Undivided one-half interest of decedent Accrued interest at 7 1/20/0 from July 2, 1980, to July 31, 1980 - $11. 31 Undivided one-half interest of decedent 944.56 5.66 Undivided one-half interest in second mortgage due from Urie S. Darhower. Total balance due - $5,785.46 Undivided one-half interest of decedent Accrued interest at 7 1/2% from July 17, 1980, to July 31. 1980 - $16.94 Undivided one-half interest of decedent 2,892.73 8.47 Undivided one-half interest in second mortgage due from Alexander A. Ames and wife Total balance due - $3.435.38 Undivided one-half interest of decedent Accrued interest at 90/0 from July 9, 1980, to July 31, 1980 - $18.92 Undivided one-half interest of decedent 1,717.69 9.46 9. Balance due on mortgage given by Anthony F. Martini and wife to Paul P. Morrison dated Dec. 13, 1968, and record~d Dec. 13, 1968, in Cumbo Co. Mtg. Bk 510, Pg. 116, on property at 932 Gobin Drive, North Middleton Twp., (CONTINUED) I I ! , ;. " ! i . . Item No. 10. RE".4~' 111-111) ~ ~ COMMONWEALTtI OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "B" PERSONAL PROPERTY RESIDENT DECEDENT INSTRUCTIONS: This Schedule must discluse .tll tangihle and intangihle personal prnpcrty owned individual1y b}' the decedent, lit the time of hbi death. \lrnpcrt)' nwncd by the decedenl joi nll}' with l.l11111hcr or others fiU:;l he listed under Schedule "e", Inlangible pcrsonall"nperlY. litlcd in Ihe lIall1e of the deccdenl, but payable at death tn another or others, including but nUllimiled lu 1'.0.1>. U.S. Sal'ings I\"nds and lenlative Irust aecounlS. must be listed, despile the rncllhal they arc not of the administered estate. Tangible personal properl)' should be lhaed first (c.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, aUlllmnhilcs, boats, cIC,) Intangible personal property, such as bonds, trcl1sury certificates, cash un band and in bank, stocks, mortgages. notes, logether with accrued interest or dividends, salaries or wages, insurance parable \l> the estate nr fiduciary in said capacity, partnership interests, ,ntcrest in 3n)' undistributed estate of or income froOl Ilny properly held in trust under the will nr agreeJ1',ent of another, even though locateu oulside of the Stale, lit the time of death, sbould be Iisled in this schedule. I'mM Li sl llnd describe fully UNIT VALUE ESTIMATED Mt.RKET VALUE DEPARTMENT VALUATION (00 not write in this space) Cumb. CO., Pa" in the just sum of $1,850,00 with interest at 6,,/.. Unpaid principal balance Accrued interest to July 31, 1980 - 0.00 1,390. 06 Undivided one-half interest in Farmers Trust Company checking account #1784-6 Balance - $95.57 Undivided one-half interest of decedent 47.79 11. Undivided one-half interest in Far mers Trust Company Statement Savings Account #4-302924 Balance - $1,022.94 Undivided one-half interest of decedent Accrued interest to July 31, 1980 - $4.54 Undivided one-half interest of decedent 2.27 511.47 Insert this total opposite uPersonal Prnperl)"\ Schedule uB" in the "As Reported" column nn the last p.ige of this return. xx 9,515.95 1/ !n S". '; S- ~ i '. 'RCC-36 COMMONWEALTII 01-' PENNSYLVANIA TRANSFF.II INIIF.lIlTANCE 'fAX . IIESIDF.NT OECEIJEST SCIIEOULE "c" TR.\S!':FEJ\S (1) Did decedent, within two ycttrs ordenth, mllke any transfer of any matertal purt Df hts estate, without receiving n va.lutlblc nnd adequRte consideration therefor? (Answer yes or no) NO (2) Did decedent, within two yenrs of death, trnnsrcr property from himself to himsolf nnd Rnothor or others (including n spouse) In Joint ownership? (Answer yes or 110) No (:1) If the answer to (1) or C::!) above is in the UrrlrnIl1t.1:v~ stl1te: (a) Age of decedent at time of transfer Nlf\ (b) State of decedent IS hell1 th tt t time or mnking the transfer. (Note 1). (e) Cause of decedent's rlentlll (Sote 1). (4) Did decedent, In hIs Ufetime, mnke nny transfer of property without receiving a valuable or adequate consideration therefor which Was to tnke effect 1n possession or enjoyment at or after his death? (Answer yes or no) -Ko_ (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of" disposition? (Answer _y"e;J or no) Nn (b) What was the transferee's age at time of decedent's death? N I A (ts) Did decedent in ,his lifetime make any transfer wi thout receiving a valuable and adequate consideration therefor W1der which transferor expressly or impliedly reserves for his life or any period which does not in fnct end hefore his death: (a) The possession or enJ~~ent of or the right to income from thl' property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No (6) If the answer to (5) (b) above is in the affirmat1ve, state whether the right was reserved in decedent alone or others N I A (7) Did decedent tn his lifetime make a transfer, the consideration for which was transferee' 5 promise to pay income to or for the uenefit of cnre of transferor? (Answer yes or no) No (8) Did decedent, Ilt Rny time, transfer property, the beneficial enjoyment of which was subject to change, because of tl reser\'e(1 power to nIter, amend, or revoke, or which C011ld revert to decedent under terms or transfer or by operation of lnw? (Answer yes or no) No (9) If the answer to (8) above is in the affirmative, was the power to al ter, amend, or revoke the inter- est of the beneficiary reservect in the decedent alone or the decedent and others? (Answer yes or no) No NOTE 1: The answers to these questions should be Supported by affidavit hy the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of cteath, dates of transfers anct to whom trnnsferrect, with relationship of transferees to ctecedent, if #lny. Submit copy of #lny trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detal1ect statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, 8, or E. ITEM llARKET VALUE (Es tll11n ted) DESCRIPTION DEPT. VALUATION (Dept, Only) NONE -0- Insert this totd oppo~1tc "TranSfers", Schedule "c" in the -As Reported" colulI'D1 on the lllst puge of this return. -0- -0- iJ11f.. .' ROC;3?' (12-63) l'OMMON\\'EAI.TIl OF PENNSYYI.ANIA TRANSFER INm:RITANCE TAX RESIDENT DECI::DI::NT SCHEDULE "D" IIE:\EFICIAI\IES , BENEFICIARIES AND ADDRESSES , IlELATIONSHIP SUIlVIVED DATE (If slep.children or INTEREST OF State full names und addrcBsc8 of all who i11('~iHmntc chHdrcn DEn:DENT OF BENEFICIAllY g,\'C an interest. vested. contingent or other :arc invol...ed. set STATE YES IN ESTATE wise in estate) forlh lhis (ael.) OR NO UII\'r1l I Tracey Ann Morrison Clark 36 Drexel Place , New Cumberland, Pa. 17070 daughter yes 112 residue of estate Paula Kav Morrison 38 South Bedford Street Carl isle, Pa. 17013 daughter yes 1/2 res idue of estate '. , ' ( 'h J Deponent further says that nIl the above-named beneficiaries arc living at this time except below: NAME DATE OF DEATH RESIDENCE . , .. o ' -.,- t!<lIJt 1;;: c: 'c ~ E 's Gi .a "Oc.,o <Eu , 0" "'u=O S-t: ~S8. @E,,:! Real Property ..,........,......................,.............., Personal Property...,.................. ......................... Transfers ........,.,............................... ........,...... J.c:l.il1~~y..QW.l1.~P..:P.,r:C?P~.r:~y....., SUMMAIIY .(Seh, "A") ,.,(Seh,"n") "..,..(SCh...C..) (Sell. "E") .............-"....... . (1) (As IIl'portl'lI) $ 6,866.67, $,9,515.95 $ -0- $ , . ' , 3,517.06 $ ..' $ ..19..,899,,68, (2) (As J)l'll'rminctl) ....................................................... $ $ $ $ $, $' Cross Taxable Estate ... c.' f-o .....; Z '0 ..c:: <:'> c:xl " Ul' n~ ;c~ l; t>l ,~ c' - ::a ," ~ c'" l"'In "'" " ," ~ 3:"" :>< Z u ~ "'0 '" t>l " 0 tIl m, Vi:o It> '" 0 e:l .... - l"'IC'> ;; ....e I - 00' ~ ~::J ;=: :'1l"T1 0 < ..... C "0, ~ ~ l>~ N ..? ~ l:. 0::' 'S <Xl '" 0 C "" 2:::: \0 '-'1 f.:" I '" 0 0::, .... ol' ~ "" '::'J':;" \'T1 ..... " < " 0' OJ ..... ~ ~ g~~ .'''1 '" ~ == t>l ... :...: :.. 'v ... f-o ~, "0 ~ CI t>l OJ S ';'J .", I ~, ~ :I: ... < "0 ..0 Z "1 :-.~ .' 0 0 Ii; ,- s ~ r " ~_ l- . ~' <( Z P. .= t.. t>l ;:l ~ ~ ~ 0 ...1 ..c: U 0 .... c l'<: ~ ;:l - 0 0 <: 0, "" :c t>l Ill' ~ ~ " ~ p. ~ ~ Cl: b 0 c ~ ~ j::. 0 'S :;;: 0 ~ ;,d ~ :: <5 ;;. ~ j U U ,.,< B"I~K NO. RCC.4l(~77) . COMMONWEALTN OF PENNSYLVANIA OEPARTMENT OF REVENUE DATE FILED 8-12-80 HOTICE OF DECEDEHT ACCOUHT STATUS STATUS OF ACCOUNT NOI (JOINT, TRUST, OR INVESTMENT RETURH COMPI. ETED FORMS TO LOCAL COUHTY IHHERITAHCE TAX OFFICE HAMES ON ACC UNT SOCIAL SECumTY NUMBERUI * Paul P. ~.\."l1:ri.Qon or ,.HI'717-11)-679~ Beulah E. Morrison or Paula Kay Morrison N OECEDEN"i INFORMA DATE OF oEATH 7 _31-80 SURVIVING DEPOSITOR (s.n.f1clorylINFORh\ATION Beulah E. Mo:rri son or ~~L~~~'i~5:~~. pula KIl' Morrison unK\1CiNl1 ADDRESS NAME NAME Paul P. Morrison or ,,"DORESS cown:y. 1 d "Ur.loer an ZIP coDE . BANK/INSTITUTION ADDRESS cumb~rland Valley S3vings & Loan 16 W. High St. Carl1.s1e, PA 17013 BAL.ANCE OF ACCOUNT AT 000 $ INTEREST ACCRUEO AND COLLECTIBLE AT 000 S TOTAL S SANK AUTHORIZATION I HEREBY CERTIFV 1'HAT THE INFORM,6.1'ION CONT AINED HEREIN IS A CORREC1' REPRESf:::NTATION OF INFORMATION IN OUR FIL.ES IN ACCORD WITH SECTION 74: P I fa E:: 1'AX ACT of 19610 SIGNA1'URE OF FINANCIAL. INVESTIGATOR DATE " 'OQ. '" ~ ~ ~ ~ :z: Z Iol !:= 0 0 :>- ~ Iol "tl '" ~ a ;::l ..... ...l r.. '" <( . .Q - P< ~ ..... '" ..... u z ..... 0 - 0 ...:l t) ..... 1>0 ~ 1>0 - 0 ~ p.; ~ 1>0 0 1>0 !-o 0 '" 0 z 0 '" '" :>- !-o 0 - Iol Z ~ ~ !-o Iol Z z ::J 0 - 0 ~ ::<: Iol z :E z 0 u L? Iol - ~ '" ~ 0 0 <( z ~ Iol U 0 Po :l GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by tile 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 approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of 52,000 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. C ." 0 ("l > m > ~ > 0 0 0 CJl 0 Z C"l ("l c: 0 ~ z 3: z t'" t'1 9 9 t'" m ;>:: Z :<l Z Z Z t'1 -l t'1 .., 9 9 -l -<: '" m Cii '" 0 , Z 0 -l 9 or: ." :<l ~ ::; 0 c- ", "'1 " - c. ::::>~... 0 "'1 0:". - t'-:, ro-. u Z ("l -...~ 0_ ".0 ;;: t.t..'-' , U 1.,- Z=:l t'" c'~ """ -a::z c: Olio N 5:<I: CJl t.&Ju," c:: 0:.;;-' m 0'- tt: offi o::"&} 0 Clc.; 'co ""1: Z Uw "":::> l::!o: - ju t'" 50 -<: -< -< U t'1 m ~ > > :<l :<l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship 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 who has assumed the responsibility for paying the debts. .' FIRST AND FINAL ACCOUNT OF BI~ULAH E. MOHRISON, EXJ~CUTIUX OF THE LAST WILL AND TESTAMENT OF PAUL P. MOHHISON, LATE Ol? SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLV ANIA, J)]~CEASED PROPOSED SCHEDULE OF DISTIHBUTION BALANCE FOR DISTRIBUTION $8,500. 62 Balance transferred to Beulah E. Morr ison on account of balance due Cumberland Valley Savings and Loan Association in the amount of $82,432.00 which she expressly agrees to assume and pay. COMMONWEAL TH OF PENNSYLVANIA ) SS. : COUNTY OF CUMBERLAND Before me, the undersigned officer, personallyappeal'ed Beulah E. Morrison, Executrix of the Last Will and Testament of Paul P. Morrison, deceased, who, be ing duly sworn accord lng to law, deposes and says that the foregoing Proposed 'Schedule of Distribut ion is true and correct to the best of her knowledge, information and belief. t ~~~ ~ . 9'J77f<-1-/~ Beulah E. Morrison Sworn to and subscribed before me th is 20Jl1"""~I'-Rf March, 1981. . :/.:....u..." "1, ". ~~~". /,!\,,!' 'N t:J ".- .....f.... ,C'-, U,;C- :', , ,~,.. 01 ........ 1"('. .)/j" ..... "~.' " 'I _or.. . . ~, . "_ . ;r.;n: : My. CQg:'l:!.ss;on Ejqilr.! 13, 1983 ~,':'\!1 '''''' PubU. carUt1.>~mberiond County ;1," -:'" '..I-'{t" LI C : ,', E ;,' t, ~\ o;.t~>. L' ."... '~~(" 'to._ '." ......:,...... ,.... ...... v/.. ", r, '" r'" _.,to ,....... "'Ytt 'I" ,."~,, L..;f> ",,, .,i".. ""'HUII'\\ Li.Ji.'; .,...~J...~.j,. '. ~(; il.uL 364 ..,,1, ... OJ ~ 1. 0 ..s OJ - '" 0; = :!? '. ~, - " I . 0 '" -5 1t Z :>< OJ "E'5. - ... ":j c ... .. 1-< B:E-<Q ~:... " .l: " . z z' 1-< f) ~ 0 Z J:iI J:iI a ~ 2.... :g ~ ~ .l: C ;:JOUl -o::E-<;:JUl ...:l c OJ c:. - - " E '~ 8f!lj~...:lz8~ 2 .g OE: - c -;:; 0( Z ... " - - 15 t; Z ::l OJ c E >. ~ '" >3; uO:: J:iI .gQU J:iI g .0 - 2!. ... - ::J ~ .. 0( 'I: - ] CJ = ~o( 0: :; -0::0:: J:iI;;;: Z zJ:iI 5s . - '" <:; I- ...:l~~-o::~~-o::Q <n on U5 CJ ~ -;:; ~ .J " >- i5 :: - c .~ ~ 0: III .. g E-< Q...:l' Ullll .g "0 - .i< '- :;;; .. '" z '0:; < z .r>:.Ul~Cl~::!i Q.... "0 <: ;; :t ~ I- .. 0 J:iI n:: CJ :: c <n CJ CJ C III Z III r>:.1i10J:il~""J:iI~ <n OJ E '" 5 ... - z c .. Ul 1-< o - - '& ~ ~ >< ~ 0: :t :r:~E-<O;;;:1ll 0 c.~ ... - t: '111 a: I<i Ul o '" ~ en ~ ,E 1! \.I.m 0 :t @<t:n::Q;;;::q;;;:~ E I- .J A.. .... ... OJ E ;;; S III Q c.. :- 1.~ ::J 0 '" u " ... c 5 0 J -o::o-lE-<Z 'E-<;:J:>< ... 0: U .0 '" ~ " P;:J-o::A..;:Ju f€~ c "E S .:l!. ;'; .c - ... cr. " a: 1-<~U...:l...:lO .~ - ~ ] 0( c - ... .0'<: ';:; "0 ~ U Ul J:iI...:l;:JUJil.z '" t c t.~ .~ E - ::: - ~ 91 e:ir..>::~-o::r>:.iI:J:iI = ~ ::J S ~ ::: >- ... ... r>:.OJ:il A..OUJA.. '5 U ;; CJ :;: C '" ::J :Q ~, , , ,- >- c. ~ .~ " .~ ..<: u 2 c -. 0 '" .. .. ') .. - .0 ~ '- . . .. ~ . . ,0 .' FffiST AND FINAL ACCOUNT OF BEULAH E. MOHllISON, EXECUTHIX 01<~ THE LAST WILL AND TESTAMENT OF PAUL P. MOHRISON, LATE OF SOUTH MIDDLETON TOWNSH IP, CUMBERLAN D COUNTY, PENNSYLVANIA, DEC]~ASED DATE OF DEATH - LETTERS TESTAMENTAHY ADVERTISED - Ju]y 31. 1980 Cumberland Law Journa]- March 6, 13, and 20, 1981 The Evening Sentinel - March 2, 9 and 16, 1981 PlUNCIPAL RECEIVED Accountant charges herself with the following pI' inc ipal amounts received: Und ivided one-third interest in 3-acre tract of land situate in South Middleton Township, Cumberland County, Pa. $ 826.67 Undivided one-sixth interest in tract of land situate in North Middleton Township, Cumberland County, Pa. 1,040.00 Undivided one-half interest in tract of land situate partly in Huntington Township, Adams County, and partly in Dickinson Township, Cumberland County, Pa. 5,000.00 .... Share of cash in custody of Robert M. Frey, Attorney ., B5.79 Undivided one-half interest in second mortgage due from Robert A. Warner and wife. Total balance due - $1,889.11. Undivided one- half intere st of decedent 944. 56 Accrued interest @ 7 1/2% from July 2, 19BO, to July 31, 1980- $11. 31. Undivided one-half interest of decedent 5.66 Undivided one-half interest in second mortgage due from Urie S. Darhower. Total balance due - $5,785.46. Undivided one-half interest of decedent 2, B92. 73 Accrued interest @7 1/20/0 from July 17, ]980, to July 31, 19BO- $16.94. Undivided one-half interest of decedent 8.47 Undivided one-half interest in second mortgage due from Alexander A. Ames and wife. Total due - $3,435.38. Undivided one-half interest of decedent 1,717.69 Accrued interest @ 9% from July 9, 1980, to .]uly 31, 1980 - $18.92. Undivided one-half interest of decedent 9.46 L. I.. I.'"' ". ,.' :lGj vJ f..UL IJ" . Cumberland Law Journal, advel'tising Lettel's Testamentary 18.00 The Evening Sentinel, advel'tising Letters Testamentary 18.00 Reserved to file Account, I'ecord l~eleases, and record DecI'ees 60.00 TOTAL DISBURSEMENTS $7,882.00 RECAP ITULA TION Total Principal Received $16,382.62 Less Total Disbursements - 7,882.00 Balance for Distribut ion $ 8,500.62 The Balance for Distribut ion of $8, 500.62 is be ing transferred to Beulah E. Morrison in kind on account of family allowance and reimbursement of funeral expenses, expenses of administration, and debts assumed including balance due Cumberland Valley Savings and Loan Association which she expressly agrees to assume and pay. ~.t..t e .~~~ eulah E. Morrison COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND SS. : ) Before me, the undersigned officer, personally appeared Beulah E. Morrison, Executrix: of the Last Will and Testament of Paul P. Morrison, deceased, who, being duly sworn according to law, deposes and says that the foregoing Firs.! and Final Account is true and correct to the best of her knowledge, infor ma tion and belief. , .... .~..... """" .... (\1,.1 8.,t::' """ ... 'S~"""'...1'r", ." f~~ .0" .', . " . ~\Ii-.."'.IO-If'" J:'o '. '"., ,-l:.}:r~r..\~ "'lY\:<...:: "'.: .'''...~ ."~~ .. - ".: II :0' ;. .' ~1 .. ,'~i: ,{I,,) _'.._ J.jJ;, .. _ a. ,. .'?~~r,8. to aml"s.(j.I?!fcI:'.~bed before me '!: ijj is)&l tJll.!y..o,r; /1>7 4.<..L.Iv ,1981. : "~t" .............,.. .,.... "." My Commjs~lon Expires June 13,1983 " .. I~" ..... 't ,.. ".1 umhP.rlcnd County ~~ cr. Pnrvu--.z ~ ~ Beulah E. Morrison 9& L,..L~ ""ut 363 n': ~ E~2~' co ~~M~~-" '11'11 . \.0 c~.l: o~" .,.- 0 ~ , c 5 Q. QJ :3.a 0... ,~ 8'~Q.~~ '" ~;J:c ' 1'0 ~ 0 ~- l ,~~~~ _~. Co;: ~1~1ll :nC <1Sj\iiH~~~ . III III Cl"':J ~.s -; 8 n n~ s::? ri;=>- P'c_~ 1::1:....l: .," :...- J...., "-':. 05 - ",'" ",'" ~2 l:')::O ,,,", . ~..., ,::> ..-" ~1 :-.. ,Oft :3< "'" .< I - :::: v ~ 3i . ....-, : ,,-~, - ".;: ~ - o " ",.c r:: ~ .- ::J - - - - - - - i:: 'J) ;1 s: g.s 9 '';: ~ ... ~. ... .. :l . rz.P" E-< 0$ j:l ~ Z' E-< f) ~!2 [;3 8~jE-<j:::><'~ uP:: Z gE-<u <11 ~ ~ ~ Z' Z ~ ~ ~~E-<~~~8 . ~ . rz. 00 P:: J'il ,..,;$ rz.J'ilOJ'ilP::~""Z &:l$~E-<~~~~ z:lp::j:l ~~ <::>~~p.;~~>< ~f!1u~~~~!2 e:irz.~d~5::>~ rz.OJ'il:::p"oouP" r: a....9; ""0 u U) ~ C. ..E .0 'c ~ 03 -"C......oE-cu! '+-4c""ca-5S O"52c'o~ Q,)::J (.).~ U 104 111 ... I>> '- E c:J ~ ;;.. c:..o 0';:-.5 Q)a:~ ~iotEBg.e~ ~~-.9~.:ct:'4I:! .-::: Q) ~ :>..:: 6 ~ ~ ~..c_~'::('fI)!' .. - '" ~ c: II c: _......~....~c..... ~~5]~taf) ~ cu cr. ..c ~ ~.'_~ a ..0 ~ ~ ~ ~ .~ ..... ... _..... .. 0 '8 ,Q) ""'....--_..-~ 8 5 .~ 0 g t ~ i" :>. 8 <l)..:I 0 ;;.. 0 .ou~a~~~~ ~~rn:::""'-Q3~ ~ ,;!: ~.e:=: ~..c c: - _ _ ::, .4 ~ ,.0 ,,- ~ ., :.::; 0( )0 ~ Z 111 ~ ~ ~ II: 0( ... .J I&. -! In)- . ~ ~ ~ ";.~Z t-bJzl1l II: z ~ .. III a: % . moi!:~ gB:>Ul 11oo .... g ::i " 0: 0( U \1) \.0 (>j .t. '.;.J .~ "- n :;i? ,..( J n n..... c'" -.'" o:,l~ rTl ' .~.C') r~~ ":"> -', i';T.; cD - ",'" ",'" c.,n _0 .:..,,:;0 ..0 -;i'l J''-? - ~ I 0> '/[=' " q 2: COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' DATE ; , .' / v/ / .' COUNTY FILE NO: I, ./ I. ,1,,- ESTATE , /,', . -:" . / , , I ",.U.) v v -t J. ~ ,.J , I " / / /, .. I.> ' / 'I r \. 11/" ,/ . .1 . ,j . FILE NO. " .- / / TO: ,. , , i" /'"'y/ ~. COUNTY / ' .~ ,j: I~'. I~./" ,"'. --t. - I I / 'f::/.) / ; '/f I /, ',L -' ..~. / .. / /,,: I , .... DATE OF OEATH I / ;':' / Appraised Value of Estate: Real Estate Personal Property $ "/ I. ? , + ,- - II 'I 1 I ~ ,:.' - I; ( + ,- , $ '/ / 'Iii C.... , - , I I Y 1"....\ $ Jointly Held ProperlylTransfers Total Gross Estate Total Approved Deductions Clear Value of Estate ------- Less: Approved Charitable Exemptions $ Amount Taxable @ 6% Rale $ tall. due - . :0 . / -'- ""::-/i t" ",,(,/$, 1 --I ," c.=.-' 1./0 ~..... ...... --..........' ,. , ---" I!J~,v Cleaf Value of Estate Subject to Tax Amount Taxable @ 1 S% Rate taK due ' , _" ,._..J . ~ /,., ) I / TOTAL PENNSYLVANIA INHERITANC?~~;?}!,~rt.;".:.,,~:..... _<:", ~ ~lt.Y-' .. * ... * ... ... A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: OATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT s + s $ = $ = + = + Interest accrues at the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is BAI.ANCE OF PENNSYLVANIA INHERITANCE TAX oul i -'-i',~l, .- I' . .~.__/ r~/~ . V/cji ,.;. .._._~/ ! ,'~. / St'elnlormlllion on Reverse Side .. J........A.. ---- --- ----- ----------------------------------------------------------- ---------------- REV_oIIU (s..n) COM\lONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF FIELD OPE RA TlONS INHERITANCE TAX SECTION OFFICIAL NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX TO: DATE: ESTATE OF: FILE NO: COUNTY OF: DATE OF DEATH: -------------------------------------------------------------- ---- --- ------------ ------ A. DETERMINATION: 1. Taxabl. .slal. based upon: Th. Un lIed Stales Estale Tax Relurn (Form 706) Tho communlcalion from the Foderal Government confirming the acceptance of or changes to the Federal Estete Tax Return 2. Amount of credll far State dealh laxes (es verified) 3. Ponnsylvanla inheritance tax assossed (excluding any discount and/er Inleresl) 4. Narmel Inheritance tax paid to alher SIales or T errllorles of the United States (excluding any dlscounl end/or inlerest) 5. Total Inherllence tax credils (line item 3 plus line ilem 4) 6. Tatallioblllty for Pennsylvania estole tax (line item 2 minus line Item 5) $ $ -- $ $ $ $ .J- .' 7. NOTE: Complete line items 7 end 8 ONL Y when delermlnatlon Is based on Federal Closing Le"er Amount of Pennsylvania estate tax assessed on determination dated Addition (reducllan) to Pennsylvanlo estato tax (line item 6 minus line ilem 7) 8. $ $ Defennination prepared by: Dale: B. ASSESSMENT: 1. Pennsylvanlo Eslale Tax reflected on: line item A (6) line item A (8) 2. Less credits: DATE OF PAYMENT AMOUNT PAID $ INTEREST (S ) (S ) (S ) CREDIT ----- = = 3. Balance of Pennsylvania estate tox due, = $ Interest is due 01 the rale of six (6) percenl per annum from 10 the dale of payment. Assessment prepared by: Date: ACiENT FOR THE COMMONWEALTH SEE REVERSE SIDE FOR INSTRUCTIONS