HomeMy WebLinkAbout05-30-07
~,
~- ~. ~
15056051047
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes
PO BOX 280601
Harrisbu ,PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL use ONLY
County Code Year
File Number
Date of Birth
Decedent's Last Name Suffix
Decedent's First Name
MI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
o
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return c::')
2. Supplemental Return
co
c:')
4. Limited Estate
C)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
-
C). 4a. Future Interest Compromise (date of
death after 12-12-82)
c::> 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c::> 10. Spousal Poverty Credit (date of death c::> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Da ime Tele hone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
c::>
c.)
C)
-a
I"}
Correspondent's e-mail address:bealYlerCS@e.p;X.net
Under penalties of perjury, I decla that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. e ration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIBLE FOR FILING RETURN DATE
Sj #1-
III 17/)/ I
DATE
s: 'P 'f
Side 1
L
15056051047
15056051047
--.J
~
15[]56[]52[]48
REV-1500 EX
Decedent's Name: hlA-8E"L /.. /JUWW
RECAPITULATION
1. Real estate (Schedule A).
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . .
4. Mortgages &'Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . .
6. Jointly Owned Property (Schedule F) c:::> Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non~Probate Property
(Schedule G) c:::> Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) .. . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) .. . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0lL
16. Amount of Line 14 taxable
at lineal rate X.O ~
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
19. TAX DUE... . ... ., . ... . . .. . .. .. .. .. .., ... .. . .. ... . .. ...... ...... .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15[]56[]52[]48
Decedent's Social Security Number
15.
16.
17.
18.
c:::>
15[]56[]52[]48
--.J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENTS NAME
File Number ,;1..1- ~ -10111-
--
f1JA/3€L L, /1tp/{If~W
/ (JOt) e.lAU/JIPNT 1),(JrE
---------
STREET ADDRESS
--
1----
CITY
f!.A/ll.lSLE"
I STATE ,,0;11
I ZIP
I 17"1.3
--
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
!
3, 'IS5". 7~
o
o
o
Total Credits ( A + B + C ) (2)
o
3. Interest/Penalty if applicable
D. Interest
E. Penalty
()
o
Total Interest/Penalty ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
(3) 0
(4) ~
(5) , 3, 9sS". 71
(5A) 0
(5B) ~:3J9sS-,18
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 !Xl
c. retain a reversionary interest; or.......................................................................................................................... 0 ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 lXI
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. !Xl 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. 99116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to odor the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
.~_..""'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
;l/-~" -/o6:t-
hff)/t~PJt) / /JI,f8€L
FILE NUMBER
L.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
VALUE AT DATE
OF DEATH
DESCRIPTION
57. 330 sJ,ares ,1 t!f;A//I1tJJ'} .s~k ~ liJe !ropo','fttn L,",k
-I-nS UY'.
~ ~ ~
~;r Sf.'" IDJ4) 5',37 IUI€.:= 51,73 X S7. 33 ::
,
.3, 3 ~ '. 99
.7.
1I.J: S,f YIN6$ ~O.s
-4fI3'1bl./7 SEltIFJ e:
,€E/)EE1HJ!iJ J/At. J,( E
".
I 9.3, /){)
TOTAL (Also enteron line 2, Recapitulation) $ 31551. '1'1
(If more space Is needed, insert additional sheets of the same size)
',0
MET: Historical Prices for METLlFE INC - Yahoo! Finance
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MetLife Inc. (MET)
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MET: Historical Prices for METLlFE INC - Yahoo! Finance
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Start Date: t\(j)ct+'l\IIl~~ll~~e~j Eg. Jan I, 2003
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25-0ct-06
58.92
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58.93 2,453,700
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....
"'-.."'. '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF /Ylb;eRltcJ I mil-eEL L.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER ., I / ~
.c.. - II" - /~(, r
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sUNivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
/'AlC i3/fNK (!.NECKIAlf; A e~ r: #" .!J7~ t't'9 9f.l 5'
/Il I/lC I'/Ii. 6ft.A-N(!E ~ III ~-f". 7~
r",,,AI /h'1"G"b!Sr ~;tftelN6)
l SElF f'IH.lllf7iPN ,~~ 1=~1Jf ~~ 8"""~ A-77A(!}.IFD
N~7/)).
VALUE AT DATE
OF DEATH
'/11 S-801 10
~.
HSSt!J!en#> rrE111$
(S~E rreM/'ZEJ)
~I= t1 EllS ON II-L "1)'
LIST A T7iII(!,I/e.b )
, 'OI.(P~
3,
/J1ISC.. !3ll.l,J A-IVLJ ~/N.s 'IV ,tJJtIlSE
Jlq?~30
TOTAL (Also enter on line 5. Recapitulation) $ l.:l, :lo7. fD5
(If more space is needed, insert additional sheets of the same size)
..
r'IHP-1::::-2C107 iE,: 39
F'HCBHt'lf<
4121 7E.E: 345.E:
P.0i
o PNCBAN<
March 16: 2007
Charles E Shields. HI
6 Clouser Road
Mechamcsburg, PA 17055
RE: Estate of Mabel L Morrow, deceased
SSN: 189-09-4950
DOD: '10/25/2006
Dear Mr. Shields:
In response to your request for Date of Death bahmces for the customer noted above, our
records show the. following:
Certificate of Deposit
Aceount#31800235083
Established 07/29/2003
MABEL L MORROW
POD TO BErry ARNOLD
DOD balance: $13,000.00"" $2140 accrued interest
Checking Account
Account #5140044825
Established 05/01/1964
MABEL L MORROW
DOD balance: $11,508.70 (non-interest bearing)
Savings Account
.~ccount#5004056784
Establ ished 03/18/2005
BETfY A ARNOLD
MABEL L MORROW
DOD balance: $25.12 + $.01 accrued interest
I was unable to locate a Safe Deposit Box for the decedent.
Page 1 of2
.
f'lf=lP-l ::;:- 2[107 1 t.; 39
F"..jC:BAt,jV
4121 7E,:::J 345:=:
F'.02
Please nott that this (jfftce only provides date of death balances for deposit aCcOlmts
(IRAs, CDs, Checking and SavIngs accounts). We do not process any financial
transactions or proYide litatements. If you need assistance with any of these items,
phms~ call 1-88S-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office
Sincerely,
~W.~
Rachelle Wells
1-800-762-1775
P7~PFSC-04-F
500 first Ave.
Pinsburgh PAl 5219
Page 2 of2
Member FDIC
"'~"'"., . '*
COMMONWEALTH OF PENNS~ LVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
EST ATE OF
htI~w ~
/1/,1-& El.
L,
FILE NUMBER
01/-06, -/~16 r
If an asset was made joint within one year of the decedent's date of death. It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. BE 71Y A-~h'~/.j)
~ S1: ..JoI.IAlJ eHlIL.t!N ~/I-.J)
CAIH,t' NIt-f., ,tJ,If 171?/1
Nletu:
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar Identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VAlUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 3PI/Dr' ,tJN(!. 8N1K SAVJNt;S "",.t~,:r. .; S1)I) J/.DS:
"~e "I
IItINU~At 2S./Jl ~ ~ soh.
t/- A-Uit. /N 1: tJ. "I ;;$./8 /:l,S1-
(SeE ~M! YAl.IM-7ipA/ L.E rre'7'/ A77"~-
S> 1'iJ St!He-D. E)
TOTAL (Also enter on line 6, Recapitulation) $ 1:/,51-
..
(If more space IS needed, Insert additional sheets of the same Size)
_~M" ..
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF hLb ~tt) ~ /J/,/-(J EZ..
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
L.
FILE NUMBER '?
t7C-'I-~~ -/tP~ r
ITEM
NUMBER
1.
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
INCLUDE THE NAIIE Of THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
ATTACH A COPY Of THE DEED FOR REAL ESTATE.
%OF
DECO'S
INTEREST
EXCLUSION
f1F APPLICABLE)
TAXABLE VALUE
DATE OF DEATH
VALUE OF ASSET
,t)Alt!. ~,,"#R CE/Il7/n IJP. ~~Slr
4-~ti. #' 318 ~.:l 3S1> F3
~
I'I2IN(!.//l1ll ~A{.,fl'VeE 13, POtJ. fX)
A(!tJ(. lAIr. ".,2/. '!/)
~ 1..3/t) 21. efO
;7k;.:s I7"E/H #~ ~GS/6NA-72!tJ /IS /JA-YAdL~
~A' ~S17~ ~ /!5e 7'TY PA/P~I>.1 LJE"aGJ-
,
eNr~ II//EU
(:SElF ,dAle YA-tIIlf1i1J1JI LG Trp( A77"fU1~
7i; S(!NetJ, E ).
-t!)-
';tJ:J, 0201. I/O
1t
1.3, OZ/.~
I~"
TOTAL (Also enteron line 7. Recapitulation) $ / 3 ~ ()'Z/# 'It)
(If more space is needed. insert additional sheets of the same size)
REV-151.1 EX+ (12-99) ,
~.!.l~)_Q
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF tYl A I. I
fJJe~~IIVJ
A1A-/3€L L.
FILE NUMBER :2/-1l6t _I PI; r
ITEM
NUMBER
A.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
1.
FUNERAL EXPENSES:
tyLYE"~o /=ull'tat4-L- H~IIfF bJ:" /J1E8JlAAlICSSUIl6-. tno$72Y fi!gJm~
I3ALANQt; J>UFi Fo~ ~i!7tVJ GX,IJE7f.Jli5 /Mil tW~ /,y(!,~J,{J)/N(;
IIEJV$(JA!Be. o~l1;
,4()P/17PA/1J.L. LJg}1JI ~n,cs. V/A /)IYS;S r:-uh'~ 114111G
~.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) 'iJoUGlA-S #IlNPl./)
Social Security Number(s)/EIN Number of Personal Representative(s)
I
Street Address df)6, Sf. .J/JIIAlS ~JlItReN RLJ.
City C!lMJfJ HILL State~Zip 170/1
Year(s) Commission Paid: IVAI JlEtJ
AMOUNT
~7.s:W;
~,.~
WAf /Ie]).
2. Attorney Fees ~JlAR,lfiS R: sNlEz.os 1!f' .l/{SEE S'JOLA,V, SHa:rI1'l~ 81, ~()'l.3f
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
4.
5.
6.
7.
1-
?
/1).
II.
Claimant
/VP#'G
E L./6/!Jt.e
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
Probate Fees 44ul Dr-igin..! JS5&e ~f short cut; h'ta.;f~.s
Accountant's Fees 1
L~$4 Ho.r'l'mQ.t11 CPA fOr I.f:)or/( 0111. ~IOk-Ou..t
Tax Return Preparer's Fees I re.huYl ~ \()lI.1 J fill- arl .t:tG.
\4POIl d~ ed- ~ ~IJ I ~t nAmed ~~)f I .J ~ rue-
GSso.t-; fD pe.t; h'Ok ~r Ldms of A-tA1Y\tM.. 10 "Do~A..S Pn-F\D\d
Atlvu":r/iI ~ ~b.r/~ LtUtJ o;UNtM
#JI'erl,r,'7 hi C'4,,.ksle ~lIhhel N~f1Pper
FrkH? he h I'f'~isk,. ~/ R.J///&
~ ~/:h iJ"A! ,t?-'r)JIItIi rf!L
A'~N~
~b~.f)()
oJ;
~ 7s.o0
f.
LJ~. 00
",.
7S,OO
~ 1"7.9'
JI
lS':o/')
, JffJ"b
TOTAL (Also enter on line 9, Recapitulation) $ :l / If J.1. 17
(If more space is needed, insert additional sheets of the same size)
,.4
~ 4'/lCI/':;-
/JtIIrIuhV W.
-,
CUMrnERLANDLAWJOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, P A 17013
April 6, 2007
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
Charles E. Shields, III, Esquire
Mabel 1. Morrow, Estate
RE:
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on following dates:
March 23, 30, April 6, 2007
Advertising Cost
75.00
Proof of Publication
Second Proof Request
$ 0.00
$ 0.00
Payment received
$ 75.00
Total Amount Due
$ 0.00
----
----
Becky H. Morgenthal, Executive Director
..
.,
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16,1929), P. L.1784
COMMONWEALTH OF PENNSYL VANIA
ss.
COUNTY OF CUMBERLAND
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
J oumal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
J oumal on the following dates,
VIZ:
March 23, March 30 and April 6, 2007
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Morrow, Mabel L., dec'd.
Late of Middlesex Township.
Executor: Douglas E. Arnold c/o
Charles E. Shields. III. Esquire.
6 Clouser Rd., Mechanicsburg,
PA 17055.
Attorney: Charles E. Shields. III.
Esquire. 6 Clouser Rd., Me-
chanicsburg. PA 17055.
SWORN TO AND SUBSCRIBED before me this
6 day of Auril. 2007
NOTARIAL SEAL
LOIS E. SNYDER, Notary Public
Carlisle Boro, Cumberland County
, Mv Commission Expires March 5, 2009
t...-:~~_,~ ~~>~i.ii<I
.r
RETAIN THIS PORTION FOR YOUR RECORDS
\
REMITTANCE ADDRESS I BILL TO
THE SENTINEL - LEGAL CHARLES SHIELDS
P.o. BOX 130, CARLISLE, PA 17013
AD NUMBER I CLASS SALESPERSON BilLING DATE LINES
324707 10 PUBLIC NOTICES robik 03/28/07 28 * 2
AD DESCRIPTION START DATE STOP DATE
EXECUTOR'S NOTICE LETTERS TESTAMEN 03/14/07 03/28/07
PUBLICA TION INSERTIONS RATE NET AMOUNT GROSS AMOUNT
3 THE SENTINEL - LEGAL 3 LGL 101.64
TOTAL AD CHARGE 101.64
3 PROOF OF PUBLICATION 01PRF 6.35
DA YS RUN
PURCHASE ORDER PAY THIS AMOUNT 107.99 129.59*
Mabel Morrow
* AFTER 04/27/07
t.lJl=!::!::AGE:
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CHARLES E. SHIELDS III
6 CLOUSER RD.
MECHANICS BURG, PA17055-9735
1846
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DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT
THE SENTINEL - LEGAL
POBOX 130 CARLISLE PA 17013 Mabel Morrow
. . ..
AD NUMBER CLASSO START DATE STOP DATE
324707 PUBLIC NOTICES 03/14/07 03/28/07
AD DESCRIPTION BILLING DATE TELEPHONE NUMBER
EXECUTOR'S NOTICE.. LETTERS TESTAMEN 03/28/07 717-766-0209
GROSS AMOUNT OF
129.59
DUE AFTER 04/27/07
TOTAL AMOUNT DUE
107.99
ENTER AMOUNT ENCLOSED
~/ 07.99
CHARLES SHIELDS
6 CLOUSER ROAD
MECHANICSBURG, PA
1'1111I11.11I11111.1..1.1...1.11
17055
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RETAIN THIS PORTION FOR YOUR RECORDS
REMITTANCE ADDRESS I Bill TO
THE SENTINEL - LEGAL CHARLES SHIELDS
P.o. BOX 130, CARLISLE, PA 17013
AD NUMBER I CLASS SALESPERSON BilLING DATE LINES
324707 10 PUBLIC NOTICES robik 03/28/07 28 * 2
AD DESCRIPTION START DATE STOP DATE
EXECUTOR'S NOTICE LETTERS TESTAMEN 03/14/07 03/28/07
PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT
3 THE SENTINEL - LEGAL 3 LGL 101.64
TOTAL AD CHARGE 101. 64
3 PROOF OF PUBLICATION 01PRF 6.35
DAYS RUN
PURCHASE ORDER PAY THIS AMOUNT 107.99 129.59*
Mabel Morrow
* AFTER 04/27/07
MESSAGE:
Thank you for advertising with The Sentinel.
Deadlines for in-column legal advertisements: Monday is Friday at
11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon;
Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday
is Thursday at 12 Noon.
If you have any questions regarding your Legal bill please call
Tammy Shoemaker 717-240-7176
Fax your legals to 717-243-3754 attention Tammy Shoemaker
You can also EMAIL yourlegaltoClassifiedads:classified@cumberlink.com
Please send a cover letter including your name and address as an attachment
,,"
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Tammy Shoemaker, Classified Advertising Manager, of The Sentinel, of the County
and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a
newspaper of general circulation in the Borough of Carlisle, County and State
aforesaid, was established December 13th, 1881, since which date THE SENTINEL has
been regularly issued in said County, and that the printed notice or publication
attached hereto is exactly the same as was printed and published in the regular editions
and issues of THE SENTINEL on the following day(s)
March 14, 21, 28, 2007
COPY OF NOTICE OF PUBLICATION
Affiant further deposes that he/she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement
as to time, place and character of
~~~
Sworn to and subscribed before me this
28th. day of March 2007.
&uUt~(h X u ~
Notary Pu .
My commission expires: q /1 IDg
COMMONWEALTH OF PENNSYLVANIA
NolariaI Seal
CMslina l. Wr::Me, NoIaIy Public
CaI1isle Bore, CumbeItand County
My Commission ExpIres Sepl1. 2008
Member. Pennsylvania Association Of Notaries
Myers Funeral Home, Inc.
Boyd L. Myers Jr., Supervisor
37 East Main Street
Mechanicsburg, Pennsylvania 17055
(717) 766-3421
Fax (717) 795-7291
A standard of excellence in Central Pennsylvania since 1910
Monday, January 22, 2007
Ms. Betty Arnold
206 5t. John's Church Road
Camp Hill, Pa. 17011
Dear Ms. Arnold,
Thank you for selecting our funeral home to provide services for your family during your bereavement.
I hope that you found our services to be of the highest standards and that they met your needs and those
of your family and friends. The following is a summary of the service charges as previously explained and
provided in written form on the services for:
Mabel L. Morrow
SUMMARY OF EXPENSES
TOTAL OF SERVICE RENDERED
LESS: Credits granted
LESS: Total Payments
PLUS: Items ordered later
CURRENT BALANCE
Credits Granted: $1,313.00 preneed discount $1,595.0 Package Price Discount
$11,875.00
2,908.00
8,967.00
~
PLUS: Items ordered later
Newspaper 175.40
Interest at the rate of 1.5 % per month ( 18 % per annum) will be added to balance after 30 days.
If there are any questions or concerns that remain unanswered, please call me.
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REV-151'3'EX+ (9-00.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Inotel(()/;(), I1Il1-iJEZ- L.
FILE NUMBER
,21-~~ -/ f)~'"
1.
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
See, 9116 (a) (1.2)]
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ENT. 7N1I5 N'6"t' SN4U- 1t/A5 j/gre-./)
iJErr:>~ rise t'JIIN A9nISiF dill ..:rAA/. I(.,~
:J.fJOr.
AMOUNT OR SHARE
OF ESTATE
NUMBER
I
I/)O t
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT OF MABEL L. MORROW
I, MABEL L. MORROW, widow, of the Township of Lower Allen,
County of Cumberland, and state of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and declare this to be my Last will and Testament, hereby
revoking and making void all former Wills by me at any time
heretofore made.
l.
I direct the payment of all my just debts and funeral
expenses as soon as conveniently may be after my decease.
2 .
All the rest, residue and remainder of my Estate, real,
personal and mixed, whatsoever and wheresoever situate, I give,
devise and bequeath to my neice, Betty Arnold, currently of 206
st. John's Church Road, camp Hill, Pennsylvania.
3.
In the event, however, that my said neice should predecease
me, then all the rest, residue and remainder of my said Estate
shall go to her daughter, Kimberly Snyder, also currently of 206
St. John's Church Road, Camp Hill, Pennsylvania.
4 .
Should both my niece and her daughter have predeceased me,
then all the rest, residue and remainder of my Estate shall go to
my nephew, Donald Ritter, currently of South Filbert Street,
Mechanicsburg, Pennsylvania.
5.
I nominate, constitute and appoint my niece, Betty Arnold,
to be the Executrix of this, my Last will and Testament. If she
should predecease me, or for any other reason be unable to act as
Executrix, I appoint her daughter, Kimberly Snyder (should she be
of age at the time of my death), to be the Executrix in her place
and stead. If she should predecease me, or for any other reason
be unable to act, or to continue to act, as such Executrix, I
appoint my nephew, Donald Ritter, to be the Executor in her place
and stead. I further direct that they shall not be required to
1
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file bond or other security in the Office of the Register of
wills for the purpose of administering my Estate.
6.
I authorize and empower my personal representative, in her
sole and absolute discretion, to purchase or otherwise acquire
and retain any investments of which I die'seized, or any real or
personal property of any nature; to sell, lease, pledge,
mortgage, transfer, exchange, dispose of, or grant options in
regard to any or all property of any kind forming a part of my
Estate for such terms and such prices as she may deem advisable;
to borrow money for any purposes connected with the protection
and preservation of my Estate; to mortgage or pledge any real or
personal property forming a part of my Estate; or to join in or
secure the partition of same; to compromise any claims or demands
of my Estate against others or of others against my Estate; to,
make distribution in kind and to cause any share to be composed
of cash, property in undivided fractional shares in property
different in kind from any other share; and to execute and
deliver such instruments as may be necessary to carry out any of
.these powers.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this
;;( .,:J-1It
of /tAtL-
x~~ (}yt~
( SEAL)
day
, A.D. 1990.
Signed, sealed, published and declared by the above-named
MABEL L. MORROW, as and for her Last Will and Testament, in the
presence of us, who at her request and in her presence, and in
the presence of each other, have hereunto subscribed our names as
witnesses.
dtlf~ z:~~
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2
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner ofTrindle and Clouser Roads
MECHANlCSBURG; PA 17055
GEORGE M. HOUCK
(1912-1991)
TELEPHONE (717) 766-0209
FAX (717) 795-7473
May 17,2007
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
Re: Estate of Mabel L. Morrow
No. 21-06-1067
Dear Register of Wills:
Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Mabel L.
Morrow Estate as well as Check No. 131, in the amount of $15.00 for the filing fee, Check No.
132, in the amount of $40.00for additional Probate and Check No. 133 in the amount of
$3,955.78 for the Inheritance Tax due.
Thank you for your kind attention to this matter.
veu 1r//Jtp-
Charles E. Shields, III
Attorney-At-Law
CES/mjj
Enclosures
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