HomeMy WebLinkAbout07-12-07 (2)
....J
15056051058
REV-1500 EX (06-05)
PA D. epartment of Revenue '* ..' ... '.
Bureau of Individual Taxes ..
PO BOX 280601
Hilrrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 21 06
File Number
0934
Date of Birth
207-09-1163
08/15/1918
10/11/2006
Decedent's Last Name
Suffix
Decedent's First Name
Morgan
Beulah
(If'Appl.lC:lIbl,) Enter Surviving Spouse's Information Below
Spout;~'sLl;lst Name Suffix
hla
Spouse's First Name
Spouse's Social Security, NUITI~r
THIS RETURN MUSt BEFILEO'IN.D
REGISTER OF
ICATE WITH THE
'LS
FILL IN APPROPRIATE OVALS BELOW
ce:;, 1. Original Retum
2. Supplemental Return
C)
3. Remainder Return (date of death
priorto 12-13-82)
5. Federal Estate Tax Return Required
c::::;
<=:J 4a, Future Interest Compromise (date of
dellth after'12...12-82)
<=:J 7. PElc~ent Maintained a Living Trust
(Attach Copy of Trust)
<=:J 10. SpblJsal Poverty Credit (date of death C) 11. Election to tax under Sec. 9113(A)
l:letWeen 12-31-91 and 1-1-95) . (Attacll sell. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED, All CORRESPONDENCE' AND'CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
C:.J
4. Limited Estate
~
ce:>
Hg
B. Total Number of Safe Deposlt Boxes
c::.~
6.0eCEldentDiedTestate
(Attach Copy of Will)
9. Litigation Proceeds Received
Richard L. Placey, Esq.
Firrnt.lClrne (If Applicable)
Placey & Wright
FirslIineofaddress
(717) 236-9577
.. O' . . .. .... . 1",.)
REGISTER O~LLS USE ON~
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3631 North Front Street
Second lineal address
City or Post Office
Harrisburg
State
ZIP Code
17110-1533
PA
MI
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MI
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ADDRESS
Linda S. Minnick, Executrix, c/o Placey & Wright, 3631 N. Front Street, Harrisburg, PA 17110-1533
SI(;NAttJ~l; OF PR, R OiHl;R THAN Rl;PRI:SENiATIVE DAre
07/1 0/07
nt Street, Harrisburg, PA 17110
NAL FORM ONLY
Side 1
L
15056051058
15056051058
....J
J-m
--l
15056052059
REV-1500 EX
Decedent's Name:
Beulah
C Morgan
RECAPITULATION
1. Real estate (Schedule A). ............. . . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & MiScellaneous Personal Prop~rty (Schedule E) . . . . . . .. 5.
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. Totalc;rossAssets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . .. ... . ... . ... ...... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. TobU Deductions (total Lines 9 & 10).. . . . ... . . . .... .. . .. . ... . ... . ...... 11.
12. Net Villue of Estate (Line 8 minus Line 11) . .. . .. .. . .. .. . . '" . ... . . .. .. . . 12.
13. Charitable and G9vemmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) .. . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Villue Subject to Tax (Line 12 minus Line 13) ........................ 14.
TAX C9P.t~UTA'I19N. SEE INSmUCTIONS FOR APPUCABLE RATES
15:'An1oUrit"oft:lne'14 taxable
at the spouslil tax rate, or
trarisfersunderSec. 9116
(a)((2) X .O~
16. Arhouni"(jfElne-"1:a: taxable
atllhealrate X.o.!L.
17. Amount of Line 14 taxable
atsll:>lIngrate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
0.00
16.
0.00
17.
309,927.22
18.
19. TAX PUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
207-09-1163
Decedent's Social Security Number
15056052059
160,500.00
0.00
0.00
0.00
7,270.90
0.00
118,037.39
345,808.29
32,696.48
2,184.59
34,881.07
310,927.22
1,000.00
309,927.22
0.00
0.00
0.00
46,489.08
46,489.08
c::;
--l
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENrs NAME
Beulah C Morgan
STREET ADDRESS
208 Holly Drive
21
fJ!!..NJlml!:!lJ'
'0934
DECEDENrs SOCIAL SECURITY NUMBER
207-09-1163
CITY
Camp Hill
STATE
PA
Tax Payments and Credits:
1. Tax Due (P$ge 2 Line 19)
2. CreditS/Payments
A. Spousal Poverty Credit
~. PriorPlIyments
C. Discount
(1)
0.00
0.00
0.00
Total Credits (A + 8 + C ) (2)
3. InterestJPenalty if applicable
D. Interest
E. Penalty
0.00
0.00
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1. t Line 3, enter thedi.fference. This is the OVERPAYMENT.
FIII/novaron PlIge2, L.ine20to request a refund. (4)
5. IfUne 1 + Line3ds greater than kine 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
ZIP
17011
46,489.08
0.00
0.00
0.00
46,489.08
0.00
46,489.08
PLEASE AN$WERTHE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. ~i~~el:ederitll1~k~a~nsf~r~n~:. ... ... ". . ..Yes
a. retain"ihe use or inoomeof'the property transferred; .......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ D
c. . relllin.a.reversionllry interest; or............:.......:......:.......:..:................... .................................................................: 0
d. receive thE1llromiSi for'iife"of either Payments, benefits or care? ...................................................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate cOnsideration? .................................... ................... .......................... ............................. D
3. Diddecedentown an "intrust fOr" or payable upon death bank account or security at his or her death? .............. D
4. Did~ec;edentoWt1 ~n Indi~i911~1 Retirement Account, annuity, or other non-probate property which
cOntains a"benefiCiary deSignatioii'? ........................................ ......................................................... ....................... ~
No
~r
[iJ
[i]
IKI
[iJ
iii
D
IF THE ANSWERTC)AN~ OF TH.EABOVE QUESTIQNSIS YES,. YOU MUST COMPLETE SCHEDULEGAND 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. ~9116 (a) (1.1) (i)].
For dales 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.~9116. (al (1.1) (ii)]. Thes~tutedoes qot~xemot a transfer to a surviving. spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return lire still applicable'even if the surviving spouse is the only beneficiary.
For dates of'death-onor'after july1~ 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. ~9116(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. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)].Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (6-9*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
BEULAH C. MORGAN
FILE NUMBER
21-06-0934
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Real estate situate in the Township of Hampden, Cumberland County, Pennsylvania, more
particularly described in Cumberland County Recorder of Deeds Office in Deed Book Y -21,
Page 601, known and numbered as 208 Holly Drive, Camp Hill, PA 160,500.00
(Valued at price for which sold. See settlement sheet attached.)
.
I^^' __..._____"H'"".o~.n~_.~._._."_"..r_<_H_.~"'_'~._
-
TOTAL (Also enter on line 1, Recapitulation) $ 160,500.00
(If more space is needed, insert additional sheets of the same size)
"'="-
OMS NO. 2502.Q265 ..r
A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.0FmHA 3. ~CONV. UN INS. 4. OVA 5. OCONV. INS.
6. ~~~~_NUMB~R: 17. LOAN NUMBER:
SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "[POC)" were paid outside the closing; they are shown here for informational purposes and are not inCluded in the totals.
1.0 3198 (1879-14310-00BBIN.PFOIl879-1431Q..OOBBINI2)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Thomas Dobbin and Estate of Beulah C. Morgan Stephen S. Noel & Patricia L.
Laura L. Dobbin
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1756308 I. SETTLEMENT DATE:
208 Holly Drive American Heritage Abstract
Camp Hill, PA 17011 July 10, 2007
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
508 North Second Street
Harrisburg, PA 17101
'M ~YnFBn~,""" K. ' MMARyoF!::!':1 , TRANsAc TI::JN
Ann ,
101. COntract a 160 SOO.OO 401. Contfad $alesPnce 160500.00
102. PetsOhal Pl"Ooertv I 402. PefSonalProl'l/:lrt\1
103. SettlemenfChames to Borrower (Line 1400l 10135.75 403.
104. 'c' '! 404.
105. ~l 405.
, Rdvanr.A
106. Citv/TOWn Taxes to 406. CitvtrOWn TaXes to
107. eountvTaxes 07/10/07 to 01/01/08 145.91 407. County Taxes 07/10/07 to 01/01108 145.91
108. Assessments to 408. Assessments to
109. 409.
110. 410.
111. 411.
112. 412.
120. ,GROSS AMOUNT DUE PROM BORROWER 170,781.66 420. GROSS AMOUNT QUE TO SELLER 160,645.91
200. AMOUNTS PAID BY OR INcBEHALF OF BORROWER: 500. REDUCTIONS'IN AMOUNT DUE TO SELLER:
201. DellOSitor eamest monev 5,000.00 501. ExceSi$ DeMsitlSeelnstructibhS)
202. PrincioalAmount of New Loanls) 150000.00 502. Settlement ChSroElS to SElller lLine 1400) 1,616.00
203. ExisUhd loan(s) taken subiect to 5Cl3. ExISt;ric:i loanls) taken subiect to
204. 504. Payoff of first fo.forlglilge
205. S05. Pavoff of seCClnd Mortoaoe
206. ,506.
207. S07. lDeoosit disb. as oroceeds)
208. 508.
209. 509.
Adiustments For Items (maId Bv Se ler Adiustments For Items Ilnnald Bv Seller
210. Citv/Town Taxes to 510. Citv/Town Taxes to
211. Countv Taxes to 511. County Taxes to
212. Assessments 07/01/07 to 07/10/07 29.51 512. AsSessments 07/01/07 to 07/10107 29.51
213. Sewef/Trash 07/01107 to 07110/07 12.52 513. Sewer/Trash 07/01/07 to 07110/07 12.52
214. 514.
215. 515.
. -216.- w._.. .....---.......- _..~.~.. ..-~.-,--_....._._->. ,. -'--'-"""--. ~._, , -.. ~ .. ,..1316.,,00 - -,-.-.-..."...,- ..-,-..-,.---..-...-,-.-- __.____..__ ......_....__""m_..~ .._~ -_..._...__..~ .."... '-,-,", .. -... .".._-+-~,. ~.~._-,.*--
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 155,042.03 520. TOTAL REDUCTION AMOUNT DUE SELLER 1,658.03
300. CASHAT'SETTL.EMENTFROMITO'BORROWER: 600. GASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Borrower (Line 120\ 170781.66 601. Gross AmOunt Due To Seller ILine 420\ 160 645.91
302. Less Amount Paid Bv/For Borrower lLine 220\ ( 155,042.03) 602. Less Reductions Due Seller (Line 520\ ( 1,658.03
303. CASH ( X FROM) ( TO) BORROWER 15739.63 603. CASH ( X TO)( FROM) SELLER 158,987.88
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
Borrower Seller
Estate of Beulah C. Morgan
Thomas Dobbin
BY:
Linda S. Minnick, Executrix
Laura L. Dobbin
Page 2
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price !t 1An ..nn nn /il) ::l nnnn 0/. 4 Ai!; nn PAID FROM PAID FROM
Division of Commission fline 700) as Fo/lows: BORROWER'S SELLER'S
701.$ 4,815.00 to Coldwell Banker FUNDS AT FUNDS AT
702.$ to SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement 4,815.00
704. to
aoo.ITEMS PAYABLE IN CONNECTION WITH LOAN
801. loan Origination Fee % to
802. loan Discount % to
803. Appraisal Fee to
804. Credit Report to
805. lender's Inspection Fee to
806. Mortaaaelns. ADD. Fee to
807. Assumption Fee to
808.
809,
810.
811.
I MO. ITEMS REaUlREOBY. LENDERTOBEPAID'INADVAN~E
901.Ir1tetestFrorn 07/10/07. to 08/01/07 @ $ /day ( 22 days %)
902.. Mortaa(]e Ins(irancl:l Premlulll. for months to
903, Hazard IrisurancePremllJm for . 1.0 years to
904.
905.
1000,RE fTI::nWITH I ENDFR
1001... Hazard IrisLJranee months $ oar month
1002, Mort!laQe Insurance Illonths $ oar month
1003. CltYfTownTaxes Illonths $ oar month
1004. CouritvTaxes l1lonths $ oer Illonth
1005. AssessmentS months @ $ per month
1006. months /il) $ oar month
1007. months @ $ oar month
1008. months /1il $ nAr month
1100. TITLE CHARGES
1101. Settlement orClosina Fee to
1102. Abstract or Title Search to
1103. Title Examination to
1104. Title Insurance Binder to
1105. Document Preoaration to
1106. Notarv FEles to Cash 15.00 6.00
1107. AttomeY'sFees . to Wlx, Wenger & Weidner 500;00
(includes above item numbers: )
1108. Title Insurance to American Heritane Abstract Title Insuranc 1 163.75
(includasabove item numbers:1101-1104 )
1109. lender's Coverage $ 150,000.00
1110. Owner's Coverage $ 160,500.00 1,163.75
1111.
1112.
1113.
1200. GOVERNMENT RECORDING AND
1201. Reeortling FEles:DEled $ 38.50 ; Mortgage $ 50.50; Releases $ 89.00
1202. Cit'I/Countv Tax/Stamos: Deed 1,605.00' Mortoaoe 1,605.00
1203. State Tax/Stamos: Revenue Stamos 1,605.00; Mortoaoe 1,605.00
1204.
li?n,:;
11300. ADDITIONAL SEnL HARGES
1301. Survey to
1302. Pest Insoeetion to
1303.
1304.
1305. See addifl disb. exhibit to 1,948.00 5.00
1400. TOTAL SETTLEMENT CHARGES tEnter on Lines 103, Section J and 502, Section K\ 10,135.75 1,616.00
By signing page 1 of this statement, the signatories acknowledge receipt of a completed copy of page 2 of this two page statement.
Certified to be a true copy.
American Heritage Abstract
Settlement Agent
( 1879-1431ll-DOBBIN /1879-1431ll-DOBBIN /2 )
REV-1508 EX+ (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
BEULAH C. MORGAN
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1. M&T Bank Checking Account 61438766
DESCRIPTION
2. 2000 Chevrolet Prism - valued at price sold
3. The Hartford - October annuity payment
4. Comcast - refund
5. Chuck E. Bricker Auction - sale of household goods
6. Miscellaneous Personal Effects
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
FILE NUMBER
21-06-0934
VALUE AT DATE
OF DEATH
1,027.30
5,000.00
300.00
1.60
942.00
0.00
7,270.90
II M&fBank
499 Mitchell Street, Millsboro, DE 19966
November 14, 2006
Placey & Wrignt
Attorneys At Law
3631 North Front Street
Harrisburg, PA 17110-1533
RE: Estate of Beulah Morgan
Date of Death: OCto~er 11,2006
.$oCiial security .0.: 207;;;09;'1163
Dear Mr. Placey:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account 1Ype.................. .. . ... .. . Checking Account
Account Number........ ........ ..... ..61438766
Ownership (Names oJ}............. ..Beulah C. Morgan
Opening Date.......................... .01/28/75 (account closed 11/09/06)
Balance on Date of Death........ ..$1,027.30
Accrued Interest
$
0.00
Total................................... ....$1,027.30
The above named' decedent did not h,ave a safe deposit box.
For any additional information on the above accounts, including ownership,
statements and closures please contact our West Shore Plaza branch at 717-255-2271.
Sincerely,
~~*anagement
1-888-502-4349 ,.
REV-1510 EX+ (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
BEULAH C. MORGAN
FILE NUMBER
21-06-0934
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
ITEM INClUOE THE NAME OF lliE llWISFEREE. THEIl RB.Al101'!SHIP TO OECEOENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE CATE OF 'IlWISI'ER. A1'TACH A COPY OF THE OEEO FOR REAL ESTATE. VALUE OF ASSET INTEREST (f APPLICAlllEI VALUE
1. The Hartford Annuity Contrl:ict No. 711060240. Beneficiaries Cheryl McCune,
Nancy Prechti, Linda Minnick, Michelle Hall, nieces.
,
Transferred October 11 , 2006. 178,037.39 100 0.00 178,037.39
(~ee statement attached)
.",,-, -'-
-
TOTAL (Also enter on line 7 Recapitulation) $ 178,037.39
(If more space is needed, insert additional sheets of the same size)
Dale: 09/01/06
Contract Number;
.03622
BEULAH C MORGAN
208 HOLLY DRIVE
CAMP HILL. PA 17011 2625
71 ;060240
.JOHN C MCGOWAN
M i T SECURITIES INC
25 S. CHARLES ST'
BALTIMORE. MD 21202
Tracie Oate.Sub.Acr;Outlt Name
T ransaetion .Description
Dollar Amount Unit Value
UnlU
Transacted
09/Ol/06ADVISERS
~.-PWULQ~H1'FQ J~_.BQJ!.Q
09/01106 ,.C.APA~~IUC
Og/01/06DIVIQENOGRW
09/01/06 FIXED Ace
09/01/06 FIXED Ace
09/01/06 FIXED Ace
09/01/06 FIXED Ace
DOL-C.OST-AVER-I N
QOL-,It..OS! -Ava- J.N
DOL-COST-:AV'ER-IN
tlOL-COST-AVER-IN
DOL-COST-AVER-OUT
DOL-COST-AVER-OUT
DOL-COST-AVER-OUT
OOL-COST-AVER-OUT
S95.52
. ~...c -.S..95.,'l.1
$.95.53
$95.53
$95.52
$95.53
$95.53
$95.53
1.025264 93.166
1..1fOJB..c16_~_ _~_s....l~l....
1.351~12 70.699
1.483899 6~.378
As Of: 09/01/06
Sub--AGcount Name
ADVI SERS
HTFD TR BOND
CAP APPrtEC
DIVIDEND GRW
FIXED ACe
Va,'IiJeifil;$l4.-Account
ToulUriits x
5&41.8S8
"043.31+7
5684.894
~56a.578
Unit V"ue
1.025264
1 .401896
J . 35 1 2 1 2
1.483899
'"'
Current Value
$5,989.48
$5.668.35
S 7 . 6S 1 .50
$6.779..3 ]
$1.51.29] .2&,
* F I XED Ace; VAl.UES SHOW" AS DOL LARS Total Contract Val ue ** $ 1 n .409.90
. PaymenfS:yMail - .
"~~~~:""":~:j~~f~~;i;;~~;::~:::WO~-~;::::::::::~I:b0240
o I V I DENDGRW I !'Iease make your (;:1Elcll.s J)ayabie to:
DCA 6 100.00% H&lrtrorci Life .
.. . - -FI-X-ED--AGG--- .-
o Invest this paymfilnt as shown Under "Present . Allocation , In tile cnar. to
the left. .
o Inv.st only this payment 85 I hi!lvl!l illdicatli:ld in the chart to the 1l:1t.
o ~~;;e~7~~~y;e~r~e:~~a~~~~f~::dl~:~~~II= a~~ 7~~:~'any future ........ I V
paymenta-lriacciJrdence with this new allocation.-
o Changing Address? Check box, note new address on reverse. ar.d
rllturn to us in the enclo5ed envelope. TI-iE .'
lIARTFORD
**Per phone advice of Hartford, date of death balance on 10/11/2006
was $178,037.39.
I
j
100".11.
100%
Total
REV-1511 EX+ (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BEULAH C. MORGAN
FILE NUMBER
21-06-0934
Debts of decedent must be reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. Fl.IN6BAL6XP6NS.6S:
1. Hetrick Funeral Home 4,394.68
2. The Garden Path - funeral flowers 114.47
3. Funeral Luncheon 196.22
4. Rolling Green Cemetery - interment 795.00
5. Rolling Green Cemetery - gravemarker 2,175.00
B. ADMINISTRATIVE COSTS:
1. Personal Repr~senllltive's Commissions 7,710.00
Name of Personal Representative(s) Linda S. Minnick
Social Security Number(s)/EIN Number of Personal Representative(s)
-
Street Address 9 Highland Drive
City Camp Hill State P A Zip 17011
Year(s) Commission Paid: 2007
2. Attorney Fees 3,500.00
3. Family Exemption: (If decedent's address is not !he same as claimant's, altachexplanation) 0.00
Claimant
Street Address
City State .Zip
Relationship of Claimant to Decedent
4. Probate Fees 302.00
5. Accountant's Fees
6. . .....Tax.Retum.F!reilarer:s.Fees-.- , _____m_"_ ---..
7. Wachovia Bank - estate check order 19.00
8. Chuck E. Bricker Auction - auction commission 312.00
9. Placey & Wright - reimbursement costs advanced
Cumberland Law J()umal~estatEl advertising-$75.00; Patriot-News CO.-estate advertising-$117.66;
Cumberland County Register of Wills-short certificates-$8.00 200.66
Total from Continuation Schedule 12,977.45
TOTAL (Also enter on line 9, Recapitulation) $ 32,696.48
(If more space is needed, insert additional sheets of the same size)
ATTACHMENTTOSCHEDULEH
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
ESTATE OF BEULAH C. MORGAN
File Number 21-06-0934
10.
Expenses related to sale of 208 Holly Drive
l)aye~potl1__rel'~irs/main. in preparation for marketing
Georg;~J3~a.tnaJ1sderfer - painting in prep. . for marketing
Ron TWns- repairs/main. in preparation for marketing
Rozman Bros; - new stove
ArmstrongIndustries - cabinets/flooring
Advertising
11. Net settlement expenses sale of 208 Holly Drive
12. Expenses related to sale of2000 Chevrolet Prism
Randy Wertz - detailing
Beckers - battery, oil and lube
Advertising
13. Dillers - trash disposal
14. Reserve for future costs, taxes and expenses
Total Continuation Schedule
- $ 3,200.00
- 2,000.00
330.00
392.19
- 2,772.48
260.20
- $ 185.50
107.01
45.00
$8,954.87
1,616.00
337.51
69.07
2.000.00
$12.977.45
REV.1512 EX+ (12-03)
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SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUTIES, & UENS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BEULAH C. MORGAN
FILE NUMBER
21-06-0934
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unrelmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Sears - debt of decedent 10.08
2. PPL Electric Utilities - debts of decedent (various billings) 439.06
3. Verizon - debt of decedent 4.43
4. UGI Utilities, Inc. - debts Of decedent (various billings) 545.21
5. Hampden Township - sewer/trash (various billings) 257.06
6. Marie Huber, Tax Collector 298.25
7. PA American Water Company - debt of decedent 20.50
8. American Radon System - debt of decedent 395.00
9. Bryan Kolb - mowing 208 Holly Drive (various billlings) 215.00
TOTAL (Also enter on line 10, Recapitulation) $ 2,184.59
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BEULAH C. MORGAN
FILE NUMBER
21-06-0934
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Michelle Hall, 811 Mcilhenny Avenue, Harrisburg, PA 17112 Niece 1/4 Schedule G
2. Cheryl Yocum, 3340 Harwood Lane, Sinking Spring, PA 19608 Niece 1/4 Residue
3. Nancy Prechtl, 7 Natures Crossing, Enola, PA 17025 Niece 1/4 Residue
4. Linda S. Minnick, 9 Highland Drive, Camp Hill, PA 17011 Niece 1/4 Residue
Tyler J. Hall, 811 Mcilhenny Avenue, Harrisburg, PA 17112 Grandnephew 1/4 Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-l500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. . SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FORWHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
-'->-"'-'--'~~~-~""-'-'~------'--"~-"---'"'~~--'---~-.,-----."_.._-~-~-~--~"->,-,-~~--~~-~-~._--,,._~-~._._~._-,",-- -_.__..,-----,--~----,------
1. Grace Church - U.M., 25 South 28th Street, Penbrook, PA 1,000.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 1,000.00
(If more space is needed, insert additional sheets of the same size)
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I, BEULAH C. MORGAN, currently of Cumberland County, Pennsylv@lB, ^
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being of sound and disposing mind, do make, publish and declare this as and fo~ last ..
Will and Testament, hereby revoking any and all Wills and Codicils by me.at any time
heretofore made.
FIRST: I direct that all my just debts and inheritance taxes be paid by my
hereinafter named Executor or Executrix as soon after my decease as may conveniently
be done.
SECOND: I give, devise and bequeath one thousand dollars ($1,000.00) to my
church, Grace Church - V.M., of25 South 28th Street, Penbrook, Pennsylvania.
THIRD: I give, devise and bequeath all of the rest, residue and remainder of my
estate to be divided equally (as evenly as practicable) among TYLER 1. HALL, LINDA
. MINNICK, NANCY PRECHTL, and CHERYL YOCUM, whomever shall survive me
cJ and be living at the time of my death. TYLER J. HALL, is the son of my niece, Michelle
<:~ Hall.
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J FOURTH: In the event that TYLER 1. HALL has not reached the age of 21 years
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'Y,Q ~at the time of my death, I give, devise and bequeath his share of my estate to be held in
trust until TYLER J. HALL reaches the age of21 years, with CHERYL ANN YOCUM to
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serve as Trustee. The Trustee shall have discretion to use the income and principal of the
trust for the health, maintenance, support and education of TYLER J. HALL if she deems
it desirable to do so.
FIFTH: I nominate, constitute and appoint my niece, LINDA S. MINNICK, the
Executrix of this my last Will and Testament, and direct that she shall not be required to
enter security in any jurisdiction in which she may act. In the event that she refuses or is
unable to act, I nominate, constitute and appoint NANCY PRECHTL, the Executrix of
this my last Will and Testament, and direct that she shall not be required to enter security
in any jurisdiction in which she may act.
In addition to powers given them by law, my Executor or Executrix, and any
successor Executors shall have the following powers, applicable to all property held by
them, effective without court order and until actual distribution:
(a) To exercise any corporate stock options;
(b) To retain any property received by them, including the stock of any
corporate fiduciary acting hereunder;
(c) To sell real estate for any purpose, publicly or privately, for such prices
and on such terms as they deem proper, without liability. to the purchasers to see to
CJ application of the purchase monies;
(d) To compromise controversies;
(e) To distribute in cash or kind or both at such valuations as they may fix;
(f) To distribute property passing to a minor under this will either to the minor
or to any person to hold for a minor;
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(g) To sell articles passing to a minor under this Will if the Executor or
Executrix in his or her sole discretion considers such articles unsuitable for a minor.
SIXTH: The term "Executor" wherever used herein shall mean the executors,
executor, executrix or administrator in office from time to time. I direct that for purposes
of this will a beneficiary shall be deemed to predecease me unless such beneficiary
survives me by more than thirty days. The terms "child" and "children," as used in this
will, include not only the child and children (whether now or hereafter born) of the person
designated, but also the legally adopted child and children of such person. The term
"issue" includes not only the children and other issue (whether now or hereafter born) of
the person designated, but also the legally adopted children and issue of such person.
LASTLY: Words used in the singular may be read to include the plural or the
plural may be read as the singular. Similarly, the masculine form may be read to include
the masculine and neuter; and the neuter may be read to include the masculine and
feminine.
IN WITNESS WHEREOF, I, BEULAH C. MORGAN, have to this, my last
. I and Testament, contained on this page and the foregoing two (2) pages, set my hand
~..P.l. ~~~~
B ULAH C MORGAN \ .
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, BEULAH C. MORGAN, the testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; that I signed it
willingly and as my free and voluntary act for the purposes therein expressed.
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B" LAB C. MORGAN ~
Sworn to or affirmed and acknowledged before me by BEULAH C. MORGAN,
the testator, this 17th day of August, 2005.
NOTARIAL SEAL
G. Patrick O'Connor, Notary Public
Lower Allen Twp., Cumberland County
My commission expires October 28, 2007
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/ NOTARY
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
WE, SUZANNE S. O'CONNOR and MaryAnn Smith, the witnesses whose
names are attached to the foregoing instrument, being duly qualified according to law, do
hereby declare to the undersigned authority that the Testator signed and executed the
instrument as her last Will and Testament and that she had signed willingly and that she
executed it as her free and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses
and that to the best of their knowledge, the Testator was at the time eighteen (18) years of
age or older, of sound mind and under no constraint of undue influence.
, VY\.L . 0 I &-'lVYUf'L
E S. O'CONNOR, WITNESS
Sworn to or affirmed and acknowledged before me by SUZANNE S.
, O'CONNOR and MARYANN SMITH, the witnesses, this 17th day of August, 2005.
NOTARIAL SEAL
G. Patrick O'Connor, Notary Public
Lower Allen Twp., Cumberland County
My commission expires October 28, 2007
~~
/ NOTARY
PUCEY ~ WRIGHT
RICHARD L. PIj,CEY
ATTORNEYS AT LAW
363 1 NORTH FRONT STREET
HARRISBURG. PENNSYLVANIA 17110-1533
WILLIAM K. WRIGHT
<1943-1999)
(717) 236-9577 FAX (717) 236-0843
Register of Wills
CUMBERLAND COUNTY COURTHOUSE
One Courthouse Square
Carlisle, P A 17013
July 10, 2007
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RE: Estate of Beulah C. Morgan
Estate File No. 21-06-0934
Dear Madam/Sir:
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We enclose herewith for filing, in duplicate, Pennsylvania Inheritance Tax Return
for the captioned decedent, together with estate check in the amount of $46,489.08 to pay the tax
shown due, and estate check in the amount of$15.00 to cover the filing fee.
Please return your receipt for the same to the undersigned in the enclosed,
stamped, addressed envelope.
Thank you.
RLP:hsk
Enclosures
cc: Linda S. Minnick, Executrix
Very truly yours,
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