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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. 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Quotes and other information supplied by independent providers identified on the Yahoo! Finance Dartner Daae. All information provided "as is" for informational purposes only, not intended for http://finance.yahoo.com/q/ hp?s-MET&a=09&b=2 5&c= 2006&d=09&e=2 5&f= 2 006&g =d Page 2 of 3 MET: Historical Prices for METlIFE INC - Yahoo! Finance . . 05/16/200709:04 AM trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. http://finance. yahoo.coml q 1 hp?s=MET&a=09&b~2 5&c=2006&d-09&e= 2 5&f~2006&g-d Page 3 of 3 .... "'-.."'. '* 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: ~ CHARLES E. SHIELDS III 6 CLOUSER RD. MECHANICS BURG, PA17055-9735 1846 iy at 12 Noon i )ni Sunday ~~ Pay to the . ... .... order of .~~.. ..... ., ... '.. · . < htt~/,#/UAJ~ a Citizens Bank Pennsylvania For.~ /1t~,d 3-7615/360 292 all Z~ /2 '.. . . ~'f.>...~ .cumberlink.com 5 an attachment 1:0 lbD'?b ..50.1: b ..00 ?03t?3tBu. .81.,b OC?M"'.~" 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 .)" 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. :ll/Ar-} ?A\& \-~q-o'-7 o"e"k 1tl:. (0 \ D~ . ;',:!( ';'. , (.: 1;-'" EST /') F 1J1()~kJ, IYJI'hBFL L. n__________~ I- _~k=flP6l_ - --- -.-_._----..- ----j---- - . ----. --------.---.-----------------------.---.--- ----.----....---..--- i ----.-------------.-+-----------.----.----.- -.-.------.--------..--.------ --.--------.--------.--------..-------.- ..-----.-------------.--....---.. 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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)] t3i; T7'1 41'eIJ"P L.j) AI / E"e IE' .:I.OfQ sr. .)(;1IA1S t!HltlttH /G/). (!ftIl1P NIL!,,a~ 11t;// /N/={) N'P~: /lis. A-,&/It.JJ StU2V/JlG7> 1JEl!ED- 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 ~. ... ...It''' 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:~~ C4>"-~ {j~ ~L~ -'/ t..-' 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 I~",- '.. (,-"::"--' l~ -...... ....,,'"' --.: C,) o f" F r '-, .