The URL can be used to link to this page

Home My WebLink About04-0273Estate of Marion A Orris Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Mar~on A Orris also known as Marion K Ores , Deceased Social Security No 192146427 Anna L Norcross and Janet L McBeth Petitioner(s), who is/are 18 years of age or older, app~y0es) for (COMPLETE "A" OR "B" BELOW ) A Probate and Grant of Letters and aver that Pebboner(s) ~s/are the execut ors [~ Decedent, dated 1/30/1990 and cod~cd(s) dated no exceptions named ~n the Last Wdl of the State relevant crrcumstances, e g, renunc~abon, death of executor, etc Except as follows, Decedent d~d not ma,Pi, was not d~vorced and d~d not have a child bom or adopted after execubon of the documents offered for probate, was not the VlCbm of a k~llmg and was never adjudicated ~ncapac~tated Grant of Lefters of Adm~mstrat~on (c t a, d b n c t a pendente hte, durante absentla, alu,ante mlnorltate) Petff,oner(s) after a proper search has/have ascertained the Decedent left no W, II and wa '_S~lved=~ b~he foJl~,~l~..~,~ spouse any) and he~rs Name Relationship (COMPLETE IN ALL CASES ) Attach additional sheets ~f necessa~ Decedent was domiciled at death m ."';'37.'.;'.:;~ ~_. u.~,~ ~,¢ ~. ~_.~.~ ~.~_ County, Pennsylvama, with h~s/her last famdy or pnnc~pal residence at 129 South Penn Street, Bor(~ugh of Sh~ppensburg, Cumberland County, Penns¥1vama (hst street, number and mumc~pahty) Decedent, then 96 years of age, d~ed Mamh 1 ,2004 , at 124 P~n Oak Lane, Sh~ppensbur,q, PA (Locabon) Decedent at death owned property w~th estimated values as follows 0f dom~cded In PA) All pemonal property (if not domiciled In PA) Pemonal proper~y ~n Pennsylvama (If not domiciled in PA) Personal property ~n County ~ Value of rear estate ~n Pennsylvama Total $ 82~500 00 $ $ $ 50~000 00 $ 132~500 00 Real Estate srtuated as follows Tract of real estate s~tuate at 129 South Penn Street, Sh~ppensburg, Cumberland County, PA Wherefore, Pet,boner(s) respectfully request(s) the probate of the Last Wdl and Cod~cd(s) presented with th~s Petition and the grant of letters ~n the appropnate form to the undersigned S~gnature Typed or pnnted name and residence Anna L Norcross, 124 P~n Oak Lane, Sh~ppensbur~l, PA Janet L McBeth, 217 W Main St, Walnut Bottom, PA RW-7 Oath of Personal Representat~ve~ Commonwealth of Penns vanla ~ ~ ~ ~ ~ Coun~ of Cumberland ,: ~ ~ ~ ~ The Petitioner(s) above-named swear(s) and a~rm(s) that the statements ~th9 fore~mg P~l~n are true and correct to the best of the knowledge and behef of Petitioner(s) and that, as persona~p~esen~lve(s) ~ ~ De.dent. Pebt~oner(s) wdl well and truly adm~mster the estate according to law. ~ Sworn to and a~rmed'and subscribed ~ ~~ before me th,s -'~- - day of Anna L Norcross DECREE OF REGISTER CUMBER~ND COUN~ Estate of Manon A cms Deceased also known as Marion K, Orris Social Security No 192146427 Date of Death 31112004 AND NOW, March 1 c~ , 2004 , m cons*derat~on of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [~ Testamentary [~ of Administration (c t a, d b n c t, pendente hte, durante absenba, durante mmontate) are hereby granted to Anna L Norcross and Janet L McBeth ~n the above estate and that the instrument(s), *f any, dated January 30, 1990 described in the Petition be admitted to probate and filed of record as the last Will of Decedent FEES Letters Short Certificate(s) Renunciation Affldawt ( ) Extra Pages ( ) Codicil JCP Fee Inventory & Tax Forms Other 10 00 TOTAL RW-?A c~C~q oo Attorney Joel R Zulhn,qer, Esq I D No 17516 Address 14 North Ma~n Street, Suite 200 Chambersbur,~ Telephone 717-264-6029 PA 17201 DATE FILED 3/1~'/2004 h~s ~s to certify that the ~nformanon here gxven ~s correctly cop~ed from an original ceruficate of death duly filed w~th me as Local Registrar The original certificate wdl be forwarded to the State V~tal Records Office for permanent fihng WARNING: It ~s illegal to duplicate th~s copy by photostat or photograph. Fee for th~s ceruficare, $2 00 P 9913578 No #29-216 Marion Cumberland Housewife COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) K Orris 124 Pin Oak Lane Shippensburg. PA 17257 Shippensburg 124 Pin Oak L~ne ~.~.~e ite Lloyd L Kitzmmller ,. Mary A Hippensteel Anna Lee Norcross I~ 124 Pmn Oak LaneI Shl~ensbur9, PA 17257 --[~ C~[~ .~,~S~.S ~ I'~- ~ ~berland County, ~ m.er~ ~=~ 03/05/2004 ~ Spring Hlll Cemetery ~. Shlppensburg, PA 17257 March 3, 2004 Michael L Norris, Coroner 6375 Basehore Road, Suite #1 Mechanicsburg, Pa 17050 JRZ:cb - January 29, 1990 LAST WILL ~D TEST~'.ENT I, Marion A. Orris, of 129 South Penn Street, Shippensburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. FIRST I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. SECOND I give, devise and bequeath the residue of my estate of every nature and wherever situate to my children, namely Anna L. Norcross, Marion R. McMullen, Janet L. McBeth and Doris J. Feather, in equal shares, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed as follows: A. As to the share of Anna L. Norcross, it shall be distributed to her husband, O. Eugene Norcross, and Page 1 ~) o Be should both the said Anna L. Norcross and O. Eugene Norcross predecease me or die on or before the thirtieth day following my death, her share shall be distributed to my other living children living on the thirty-first day following my death. As to the shares of my daughters Marion R. McMullen, Janet L. McBeth, and Doris J. Feather, their share shall be distributed to said beneficiary's issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share or shares of my other children. THIRD Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania Page 2 fiduciaries as they deem proper, without regard to any principle of diversification of risk. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. To compromise any claim or controversy. To distribute in cash or in kind or partly in each. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. FOURTH I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FIFTH I appoint my daughters, Anna L. as executrices of this my will. Norcross and Janet L. McBeth, Page 3 SIXTH NO bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of five typewritten pages, the first three of which bear my signature in the margin for the purpose of identification this ~0/~ day of Signed, sealed, published and declared by the above-named testatrix, as and for her last will and testament in our presence, who in her presence, at her request and in the presence of each other have hereunto set our hands as attesting witnesses. residing at ~ ~/ ,~t/~/~//AJ~.,O]/jfJ,,'1 .We, Marion *%. Orris, ~___~ ~'-- ~=,~/1~ C_../~'f:5 J , and tO/ ~. ~~7~, the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly (or Page 4 directed another to sign for her), ahd 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 testatrix signed the will as witnesses and to the best of their knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testatrix £'/ Witness Subscribed, sworn to and acknowledged before me by the above-named testatrix and subscribed and sworn to before me by the above-named witnesses this ~6~ day_o , 19--- N~ary Public I Not~l Sero SALLY L SF~ITE~, Not~y Public Chamber~burg, Fran~hn Co, PA ] My Comm~$smn exp~es J~ua~ 7, 1992 ] I Page 5 Estate of Marion A. Orris, a/Ida Marion K. Orris Cumberland County, PA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Marion A. Orris. a/Ida Marion K. Orris Date of Death: 3/1/2004 Will No. 21-04-273 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 4/8/2004 · Name Address Anna L. Norcross 124 Pin Oak Lane Shippensburq, PA 17257 Janet L. McBeth 217 West Main Street Walnut Bottom, PA 17266 Marion R. McCullen 7481 Brethren Church Road Newburq, PA 17240 Doris J. Feather 331 Park Heights Boulevard Hanover PA 17331 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:. no exceptions Date: 4/8/2004 Capacity: Signature Name: Joel R. Zullinqer Address: 14 North Main Street, Suite 200 Chambersburg PA 17201 Telephone(264) - 6029 X Personal Representative Counsel for Personal Representative LAW OFFICES OF ZULLINGER- DAVIS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg, PA 17201 717-264-6029 Fax: 717-264-1884 zulngrlaw~earthlink.net Dale F. Shughart, Jr. of counsel HAMILTON C. DAVIS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 717-532-5713 Fax: 717-530-5222 davish@cvn.net May 25, 2004 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Plaza Carlisle, PA 17013 Dear Ms. Strasbaugh: RE: Estate of Marion A. Orris, a/k/a Marion K. Orris File No. 21-04-273 Enclosed is check payable to you as agent in the amount of $5,130.00, representing prepayment on PA Inheritance Tax for the above estate. The prepayment is based on an estimated taxable estate of 120,000.00, taxable at 4.5% or $5,400.00, less 5% discount of $270.00, for a net payment of $5,130.00. Very truly yours, , End. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BL~REAU OF'I~IDIVlDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003998 ZULLINGER JOEL R 14 NORTH MAIN STREET, SUITE 200 CHAMBERSBURG, PA 17201 ........ fold ESTATE INFORMATION: SSN: 192-14-6427 FILE NUMBER: 2104-0273 DECEDENT NAME: ORRIS MARION A DATE OF PAYMENT: 06/02/2004 POSTMARK DATE: 06/01/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/01/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ,.')5,130.00 TOTAL AMOUNT PAID: $5,130.00 REMARKS: SEAL CHECK# 1003 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Joel R. Zullinger 14 North Main St., Suite 200 Chambersburg, PA 17201 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse I Courthouse Plaza Carlisle, PA 17013 RE~'¢500 EX + (?-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 Z U,I U.I REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECI=DI:NT'S NAME (LAST, FIRST, AND MIDDLE INITiAl. Orris, Marion A. a/k/a Orris, Marion K. DATE OF DEATH (MM-DD-Year) 03/01/2004 DATE OF BIRTH (MM~DD-Year) 11/16/1907 OFFICIAL USE ONLY FILE NUMBER 2 1 -0 4 2 7 3 COUNTY CODE YEAR NUMBER SOCIALSECURITYNUMBER 1 9 2- 1 4-6 4 2 7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~_'" [~] 1. Original Retum [] 2. Supplemental Return I ~ ~'"' I [~1 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) '" =~ I ~ ~ ,~ j [] 6. Decedent Died Testate (Attach copy of~) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust) '< [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95} Z o O. ILl n~ o (..) Z 0 NAME Joel R. Zullinqer FIRM NAME (If Applicable) Zullin,qer-Davis, P.C. TELEPHONE NUMBER (717)264-6029 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) J'--1 3. Remainder Return (date ofdeafh pdor to 12-13-82) ]5. Federal Estate Tax Return Required 1__ 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) (1) (2) (3) (4) (5) COMPLETE MAILING ADDRESS 14 North Main Street, Suite 200 Chambersburg PA 17201 6. Jointly Owned Property (Schedule F) (6) ] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 52~374.45 84~088.56 ~.:; OFFICIAL USE ONLY (8) 136~463.01 18,883.27 568.17 (11) 19,451.44 (12) 117,011.57 (13) 0.00 (14) 117,011.57 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0.00 X __ (15) 0.00 117,011.57 X .045 (16) 5,265.52 0.00 X .12 (17) 0.00 0.00 x .15 (18) 0.00 (19) 5,265.52 Decede'nt's Complete Address: STREET ADDRESS ,, 124 Pin Oak Lane CITY ISTATE PA Shippensburg IZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 5,130.00 270.00 Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits ( A + B + C ) (2) Total InterestJPenalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. {SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 5~265.52 5~400.00 0.00 134.48 0.00 0.00 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; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. .............................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the pemonal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ~ ADDRESS 124 Pin Oak Lane, Shippensbur~A 17257 217 W. Main Street, Walnut Bottom SIGNAT. UJ~E OF PREPARER OTB, ER THAN REPRESENTATIVE ADDREj~ 14 North Main ~'et, Suite 20(~ Chambersbur9 DATE PA 17266 DATE 11 .- 3o--o</ PA 17201 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 3% [72 P.S. §9116 (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 0% [72 P.S. §9116 (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 0% [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 4.5%, 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 12% [72 P.S. §9116(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. REV-1502 E,X + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Orris. Marion A. a/k/a Orris. Marion K. 21 04 273 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 pdce 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 ri~]ht of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Gross proceeds from sale of real estate situate at 129 S. Penn Street, Shippensburg, PA, to Marciana Fretheim Received on proration of real estate taxes on above sale TOTAL (Also enter on line 1, Recapitulation) VALUE AT DATE OF DEATH 52,000.00 374.45 52~374.45 (If more space is needed, insert additional sheets of the same size) REVo1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Orris. Marion A. a/k/a Orris. M~rion K. 21 04 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. 273 ITEM NUMBER DESCRIPTION 1. Gross proceeds from sale of personal property by Dan Hershey Auctioneering Service Certificate of Deposit #6140-877180, Citizens Bank, including interest accrud to date of death Checking Account #6101194446, Citizens Bank Checking Account #6100794350, Citizens Bank Pennsylvania tax rebate American Sentinel Insurance, refund Lititz Mutual Insurance, refund Borough of Shippensburg, refund TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 1,617.25 33,033.84 5,869.46 43,323.11 131.00 11.90 66.00 36.00 84,088.56 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Orris. Marion A. a/k/a Orris. Marion K. FILE NUMBER 21 04 Debts of decedent must be reported on Schedule I. 273 ITEM NUMBER 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. DESCRIPTION FUNERAL EXPENSES: Fogelsanger-Bricker Funeral Home, funeral expenses ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: AttomeyFees Joel R. Zullinger Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant . Zip Street Address City State Zip Relationship of Claimant to Decedent Probate Fees probate petition 235.00; extra pages 12.00; short certificates 12.00; JCP fee 10.00; filing return 28.00 Accountant's Fees Tax Retum PrepareFs Fees Cumberland Law Journal, advertise letters PPL Gas Utilities, gas service to residence Penelec, electric service to residence Cumberland County Landfill, disposal of refuse from residence News-Chronicle, advertise letters Tim L. Ausherman, appraisal of real estate PPL Gas Utilities, gas service to residence Penelec, electric service to residence PPL Gas Utilities, gas service to residence Penelec, electric service to residence Tritt's Plumbing & Heating, repair work at residence Penelec, electric service to residence TOTAL (Also enter on line 9, Recapitulation) $ AMOUNT 7,300.50 0.00 4,500.00 0.00 297.00 75.00 121.28 25.86 131.06 125.75 250.00 65.97 24.51 20.01 24.58 68.00 24.19 18,883.27 (If more space is needed, insert additional sheets of the same size) REV-1512 [~X + (6-98) ,,~, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES~ & LIENS ESTATE OF Orris, Marion A. a/k/a Orris, Marion K. FILE NUMBER 21 04 273 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PPL Gas Utilities, due at death 119.51 Penelec, utilities due at death Chambersburg Imaging Asso., medical services due at death Care Advantage, Lutheran Home Care Services, balance due at death H&R Block, accounting services due at death Borough of Shippensburg, utilities due at death Lisa L. Helm, Tax Collector, real estate taxes due at death TOTAL (Also enter on line 10, Recapitulation) $ 20.70 4.35 25.00 50.00 122.53 226.08 568.17 (If more space is needed, insert additional sheets of the same size) REV-1513 E.~ + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Orris. Ms 'ion A. a/k/a Orris, Merion K. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ]. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] 1. Anna L. Norcross 124 Pin Oak Lane Shippensburg, PA 17257 2. Janet L. McBeth 217 W. Main Street Walnut Bottom, PA 17266 3.Marion R. McMullen 7481 Brethren Church Road Newburg, PA 17240 4. Doris J. Feather 331 Park Heights Boulevard Hanover, PA 17331 II. 1. FILE NUMBER 21 04 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal Lineal Lineal Lineal 273 AMOUNT OR SHARE OF ESTATE one-fourth of residue one-fourth of residue one-fourth of residue one-fourth of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART I! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If mom space is needed, insert additional sheets of the same size) 0.00 0.00 0.00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Orris, Marion A. a/k/a Orris, Marion K. 21 Decedent's Name Page I 04 273 File Number Schedule H - Funeral Expenses & Administrative Costs - B7. ITEM NUMBER 19. 20. 21. 22. 23. 24. 25. DESCRIPTION Borough of Shippensburg, water, sewer & refuse to residence PPL Gas Utilities, gas service to residence Dan Hershey Auctioneering Service, commission and expenses public sale Lisa L. Helm, Tax Collector, school real estate taxes on residence Sailhamer Real Estate, commission on sale of real estate Transfer tax on sale of decedent's real estate Interstate Termite & Pest Control, inspection and treatment SUBTOTAL SCHEDULE H.B7 AMOUNT 122.53 19.80 719.50 498.81 3,120.00 520.00 828.92 5,829.56 oJRZ:cb - January 29, 1990 LAST WILL AND TESTAMENT I, Marion A. Orris, of 129 South Penn Street, Shippensburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. FIRST I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. SECOND I give, devise and bequeath the residue of my estate of every nature and wherever situate to my children, namely Anna L. Norcross, Marion R. McMullen, Janet L. McBeth and Doris J. Feather, in equal shares, Provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed as follows: A. As to the share of Anna L. Norcross, it shall be distributed to her husband, O. Eugene Norcross, and Page 1 should both the said Anna L. Norcross and O. Eugene Norcross predecease me or die on or before the thirtieth day following my death, her share shall be distributed to my other living children living on the thirty-first day following my death. As to the shares of my daughters Marion R. McMullen, Janet L. McBeth, and Doris J. Feather, their share shall be distributed to said beneficiary's issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share or shares of my other children. THIRD Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. Bo To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania Page 2 fiduciaries as they deem proper, without regard to any principle of diversification of risk. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. To compromise any claim or controversy. To distribute in cash or in kind or partly in each. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. FOURTH I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FIFT~ I appoint my daughters, Anna L. Norcross and Janet L. McBeth, as executrices of this my will. Page 3 SIXTH No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of five typewritten pages, the first three of which bear my signature in the margin for the purpose of identification this ~. day of (SEAL) Signed, sealed, published and declared by the above-named testatrix, as and for her last will and testament in our presence, who in her presence, at her request and in the presence of each other have hereunto set our hands as attesting witnesses. residing at We, Marion A. Orris, ~' ' ~ , and , the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly (or Page 4 directed another to sign for her), 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 testatrix signed the will as witnesses and to the best of their knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testatrix Witness ! Witness Subscribed, sworn to and acknowledged before me by the above-named testatrix and subscribed and sworn to before me by the above-named witnesses this .~ r~ day of · , 19 ~i~ Notary Public Page 5 ~ ~ . 3,1~ ~ ~rR~ ~1~ 810. 811, 11~ ~~-~ m P~~~ .~ ~1~. ~ m ~ R,~,~- p~on 1111. 1~1~ ~., ~8, FINAL SETTLEMENT (, ,SELLER'S EXPENSES (, RECEIPTS PROFESSIONAL FEES AUCTIONEER CASH $ CLERK $ CASHIER $ CHECKS OTHER RECEIPTS $ $ $ $ ./7 TOTAL RECEIPTS LESS TOTAL EXPENSES ..._NET PROCEEDS PAYABLE TO SELLER I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net proceeds from the auction of my goods and property sold on the above date. I accept all responsibility for providing me~-t~ntable title to all goods, and property sold, and for delivery of title to the purchaser. "}'1 ,,..~? .- //~..~/~ : ,; . . ~ A~dian~r ~r C~hi~r% 8isn~tur~ (8~11~r% 8i?~t~r~) (/ ISeller's Signature) CITIZENS BANK Acc,:,t Acc,,si ~'pe Pri~ci/::! Balance as of DOD lnlc:'~:~t ~rom Last Posting to DOD Acc,:: i2alance as of DOD 5'~rr' ~ ....-'~ lo DOD 6140-877180 MARION K ORRIS 3/9/1990 Time Deposits $32970.42 $63.42 $33033.84 $178.18 CITIZENS BANK 6101194446 MARION K ORRIS 2/8/2002 Princi?,~l ga?,ance as of DOD Checking Accc~t Balance as of DOD Y'.~D-i~:~crest to DOD $5869.46 intci',:s~I?omLast Posting to DO[) $.00 $5869.46 $2.28 CITIZENS BANK Number Title Date ('.,,. :d AccoL, t "'~.pe Principzd Balance as of DOD 6100794350 MARION K ORRIS 4/2/1980 Checking $43323.11 Interest from Last Posting to DOD $ .00 Account Babnce as of DOD $43323.11 YID l~terest to DOD $111.04 Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE BillTo: InvoiceNo: Invoice Date: Estate of: Estate No: 202 2/8/2005 MARION A ORRIS 21-2004-0273 JOEL R ZULLINGER, ESQ 14 NOR1HMAlNSTSUITE 200 vz CHAMBERSBURG, P A 17201 Qty 1 o Fee Description Short Certificates Fee 4.00 0.00 Total $4.00 $0.00 Total: $4.00 dJecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NDTICE .OF'INHERITANCE TAX I.PPRAISEHENT, ALLmll.NCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX JOEL R ZULLINGER ZULLINGER DAVIS 14 N MAIN ST STE CHAMBERSBURG c,DATE ilisTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-07-2005 ORRIS 03-01-2004 21 04-0273 CUMBERLAND 101 r.,' *' REV-1647 EX AFP (12-MI MARION A haunt Read tted 200 PA 17201 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV :r~~"-I"..A~p--Cli1":6!'-1I0T.{CE-.d'F.i:NHERYi'AN.CE-YAX.7ipi5RA.i'SEMytlT~..Ai:liiwANC"€.OR--....__...... --. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ORRIS MARION A FILE NO. 21 04-0273 ACN 101 DATE 02-07-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable {Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) &. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets Il) (2) (3) (4) (5) (6) 171 52.374.45 .00 .00 .00 84.088.56 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ad.. Costs/Misc. Expenses (Schedule HJ 18. Debts/Mor~ga9. Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of rax Return 13. Ch.ri~able/Governm.ntal Bequestsj Non-elected 9113 Trusts (Schedule 4J 14. Net Value of Estate Subject to Tax (9) 1l0) 18,883.27 568.17 Ill) 1l2) (13) 1l4) NOTE: To insure proper cr.di~ to your account, submit the upper portion of this for. with your tax paYllent. 136,463.01 19 41]1 44 117,011.57 .00 117,011.57 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15J 1&. Allount of Line l~ taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rat. (17) 18. Allount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principel Tax Due .00 X 00 = 117,011.57 X 045 = .00 X 12 = .00 X 15 = 1l9)= .00 5,265.52 .00 .00 5,265.52 TAX CREDITS: cftm.n. ,OJ AHDUNT PAID DATE HUI1BER INTER~ST/PEN PAID (-) 06-01-2004 CD003998 263.28 5,130.00 TOTAL TAX CREDIT 5,393.28 BALANCE OF TAX DUE 127.76CR INTEREST AND PEN. .00 TOTAL DUE 127.76CR -.Jt . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL IHT~REST. , IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. '1\ IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE' A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) cl.' Jli-. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* JOEL R ZULLINGER ZULLINGER DAVIS 14 N MAIN ST STE CHAMBERSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-14-2005 ORRIS 03-01-2004 21 04-0273 CUMBERLAND 101 Allount RelliUed 200 PA 17201 REV-1607 EX AFP 112-041 MARION A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... ~lV:l'&fJ".lr.I'''..rftl':..d'J,...........'"tfutW!mer'"fAY.~tlytADrf.'b.,.At'i!'60W........................ ... ESTATE OF ORRIS MARION A FILE NO.21 04-0273 ACN 101 DATE 03-14-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-07-2005 PRINCIPAL TAX DUE:. 5,265.52 PAYMENTS (TAX CREDITS): PAYMENT DATE 06-01-2004 02-23-2005 RECEIPT NUMBER CD003998 ~ REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 263.28 .00 5.130.00 127.76- AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) (..,,) 0'\ 5,265.52 .00 .00 .00 ~'S.~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Marion A. Orris. a/k/a Marion K. Orris Date of Death: 3/1/2004 Will No. 21-04-0273 Admin. No. Pursuant to Rule 6. 12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate : 1 . State whether administration of the estate IS complete: Yes X No 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3 . If the answer to No. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No X b . The separate Orphans' Court No. (if any) for the personal representative's account is: c . Did the personal representative state an account informally to the parties in interest? Yes X No d . Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 6/3/2005 Joel R. Zullinger Name (Please type or print) 14 North Main Street, Suite 200 Chambersburg PA 17201 Address ( 264 ) - 6029 Tel. No . Capacity : Personal Representative X Counsel for personal representative cJ I-- Z UJ LU ILl Z 0 F- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128~601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIA[ Orris, Marion A. a/k/a Orris, Marion K. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 03/01/2004 11/16/1907 OFFICL~J_ USE ONLy FILE NUMBER 2 1 -0 4 2 7 3 SOCIAL SECURITY NUMBER 1 9 2- 1 4-6 4 2 7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSBS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER r~11. Odgleal Return El4. Limited Estate ~-16, Decedent Died Testate [A~ch [] 9. Li~gation Proceeds Received ~J2. Supplemental Return --"1 4a. Future Interest Compromise [date of death ~ 12-12-82) El7. Decedent Maintained a Living Trust (ABach copy of Trust} ] t 0. Spousal Poverty Credit (date of dea~ between 12-31-91 and 14.95) ]5. Federal Estate Tax Return Required 1__ 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME Joel R. Zullin.qer FIRM NAME (If Applicable) Zullin,qer-Davis, P.C. TELEPHONE NUMBER 1717)264-6029 COMPLETE MAILING ADDRESS 14 North Main Street, Suite 200 Chambersbur,q PA 17201 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Propdetomhip (3) 4. Modgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ] Separate Billing Requested 7. Inter-Vires Transfem & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & AdministraWe Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 52~374.45 ! 84~088. ~ j OFFICIAL USE ONLY (8) 18~883.27 568.17 (11) 136~463.01 19r451.44 (12) (13) 117,011.57 0.00 (14) 117,011.57 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(12) 16. Amount of Line 14 taxable at lineal rote 17, Amount of Line 14 taxable at siblleg mto 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0.00 x __ (15) 117,011.57 x .045 (16) 0.00 X .12 (17) 0.00 X .15 (18) (19) 0.00 5~265.52 0.00 0.00 5~265.52 Decedent's Complete Address: CIT',' Shippensburg I STATE PA I ZIP 17257 Tax Payments and Credits: 1. Tax Due(Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 5.130.00 270.00 3. Interest/PenaRy if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT (1) 5,265.52 51400.00 0.00 134.48 0.00 0.00 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; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................[] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the premise for life of either payments, benefits or care? ............................................................. [] [] 2. If death eccurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. .............................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate preperty which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under ~,~ of perjury, I declare that J have examined this retom, including accompanying sc;~edules a~d statements, a~d to he best of my I~owledge and be el, t s tie, conect and complete. Dedarafi(~ of preparer other than the personal representative is based o~ all infom]aben of which preparer has any knowledge, SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ~ ~ ADDRESS 124 Pin Oak Lane, ShJppensbur~A 17257 ' -- - // ~ __ ~,__~:)' PA 17266 DATE 217 W. Main Street, Walnut Bottom SIGNAT4=JJ;~ OF PREPARER OTI-JER THAN REPRESENTATIVE ADDREj~ 14 North Main ~et, Suite 200~ Chambersbur,q PA 17201 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 3% [72 P.S. §9116 (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 0% [72 P.S. {}9116 (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 0% [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 4.5%, 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 12% [72 P.S. §9116(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. REV-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Orris. Marion A. a/k/a Orris. Marion K. 21 04 273 All real properly 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 pmperb/would be exchanged between a willing buyer and a willing selfar, 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 NUMBER 1. DESCRIPTION Gross proceeds from sale of real estate situate at '129 S. Penn Street, Shippensburg, PA, to Marciana Fretheim Received on proration of real estate taxes on above sale VALUE AT DATE OF DEATH 52,000.00 374.45 TOTAL (Also enter on line 1, Recapitulation) $ 52,374.45 (If mom space is needed, insert addilJonal sheets of the same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANL~ INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Orris. Marion A. a/k/a Orris. Marion K. 21 04 Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly.ovaled wfth right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6. 7. 8. Gross proceeds from sale of personal property by Dan Hershey Auctioneering Service Certificate of Deposit ~6140-877180, Citizens Bank, including interest accrud to date of death Checking Account #6101194446, Citizens Bank Checking Account ~6100794350, Citizens Bank Pennsylvania tax rebate American Sentinel Insurance, refund Lititz. Mutual Insurance, refund Borough of Shippensburg, refund 1,617.25 33,033.84 5,869.46 43,323.11 131.00 11.90 66.00 36.00 TOTAL (Also enter on line 5, Recapitulation) $ 84~088.56 (If moro space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANL~ INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Orris. Marion A. a/k/a Orris. Marion K. FILE NUMBER 21 04 273 Debts of decedent must be reported on Schedule ]. DESCRIPTION AMOUNT ITEM NUMBER 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. FUNERAL EXPENSES: Fogelsanger-Bricker Funeral Home, funeral expenses ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secud~y Number(s)/EIN Number of Personal Representative(s) Sffeet Address city State Year(s) Commission Paid: A~meyFees Joel R. Zullinger Family Exemption: (If decedents address is not the same as claimaet's, attecb explanation) Claimant Zip Street Address City State Zip Relationship of Claimant to Decedent Probate Fees probate petition 235.00; extra pages 12.00; short certificates 12.00; JCP fee 10.00; filing return 28,00 Acocuntant's Fees Tax Retum Preparers Fees Cumberland Law Journal, advertise letters PPL Gas Utilities, gas service to residence Penelec, electric service to residence Cumberland County Landfill, disposal of refuse from residence News-Chronicle, advertise letters Tim L. Ausherman, appraisal of real estate PPL Gas Utilities, gas service to residence Penelec, electric service to residence PPL Gas Utilities, gas service to residence Penelec, electric service to residence Tritt's Plumbing & Heating, repair work at residence Penelec, electric service to residence 7,300.50 0.00 4,500.00 0.00 297.00 75.00 121.28 25.86 131.06 125.75 250.00 65.97 24.51 20.01 24.58 68.00 24.19 TOTAL (Also enter on Pine 9, Recapitulation) $ 18,883.27 (If more space is needed, insert add~Jonal sheets of the same size) REV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Orals. Marion A. a/k/a Orris. Marion K. FILE NUMBER 21 04 Include unreimbursed medical expenses. 273 ITEM NUMBER 2. 3. 4. 5. 6. 7. DESCRIPTION PPL Gas Utilities, due at death Penelec, utilities due at death Chambersburg Imaging Asso., medical services due at death Care Advantage, Lutheran Home Care Services, balance due at death H&R Block, accounting services due at death Borough of Shippensburg, utilities due at death Lisa L. Helm, Tax Collector, real estate taxes due at death VALUE AT DATE OF DEATH 119.51 20.70 4.35 25.00 50.00 122.53 226.08 TOTAL (Also enter on line 1 O, Recapitulation) $ 568.17 (If more space L~ needed, insert additional shsets of the same size) REV-1513 EX + COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Orris. M; 'ion A. a/k/a Orris. MariQ~ K. NUMBER I. 1. 2. 3. 4. II. 1. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include ou'~g ht spousal dis~l)utions, and transfers under Sec. 9116 (a) (1.2)] Anna L. Norcross 124 Pin Oak Lane Shippensburg, PA 17257 Janet L. McBeth 217 W. Main Street Walnut Bottom, PA 17266 Marion R. McMullen 7481 Brethren Church Road Newburg, PA 17240 Doris J. Feather 331 Park Heights Boulevard Hanover, PA 17331 FiLE NUMBER ;~1 04 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal Lineal Lineal Lineal 273 AMOUNT OR SHARE OF ESTATE one-fourth of residue one-fourth of residue one-fourth of residue one-fourth of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET 0.00 0.00 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART Ii - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Orris, Marion A. a/Ida Orris, Marion K. 21 04 273 Decedent's Name Page 1 File Number Schedule H - Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 19. 20. 21. 22. 23. 24. 25. Borough of Shippensburg, water, sewer & refuse to residence PPL Gas Utilities, gas service to residence Dan Hershey Auctioneering Service, commission and expenses public sale Lisa L. Helm, Tax Collector, school real estate taxes on residence Sailhamer Real Estate, commission on sale of real estate Transfer tax on sale of decedent's real estate Interstate Termite & Pest Control, inspection and treatment SUBTOTAL SCHEDULE H-B7 122.53 19.80 719.50 498.81 3,120.00 520.00 828.92 5,829.56 JRZ:cb - January 29, 1990 LAST WILL AND TESTAMENT I, Marion A. Orris, of 129 South Penn Street, Shippensburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I direct that all my including all expenses of my estate as soon as practicable after my decease expense of the administration of my estate. FIRST just debts and funeral expenses, last illness, shall be paid from my as a part of the SECOND I give, devise and bequeath the residue of my estate of every nature and wherever situate to my children, namely Anna L. Norcross, Marion R. McMullen, Janet L. McBeth and Doris J. Feather, in equal shares, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed as follows: A. As to the share of Anna L. Norcross, it shall be distributed to her husband, O. Eugene Norcross, and Page should both the said Anna L. Norcross and O. Eugene Norcross predecease me or die on or before the thirtieth day following my death, her to my other living children day following my death. As to the shares of my daughters share shall be distributed living on the thirty-first Marion R. McMullen, Janet L. McBeth, and Doris J. Feather, their share shall be distributed to said beneficiary's issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share or shares of my other children. THIRD Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania Page 2 De fiduciaries as they deem proper, without regard to any principle of diversification of risk. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. To compromise any claim or controversy. To distribute in cash or in kind or partly in each. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. FOURTH I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FIFTH I appoint my daughters, Anna L. as executrices of this my will. Norcross and Janet L. McBeth, Page 3 SIXTH NO bond shall be required of any fiduciary jurisdiction. hereunder in any IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of five typewritten pages, the first three of which bear my signature purpose of identification this ; · , 19 ' in the margin for the day of ' ~ (SEAL) Signed, sealed, published and declared by the above-named testatrix, as and for her last will and testament in our presence, who in her presence, at her request and in the presence of each other have hereunto set our hands as attesting witnesses. residing residing at We, Marion A. respectively, whose names instrument, being first Orris, ' ~ , and . , the testatrix and the witnesses, are signed to the attached or foregoing duly sworn do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly (or Page 4 directed another to sign for her), 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 testatrix signed the will as witnesses and to the best of their knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testatrix Witness Witness Subscribed, sworn to and acknowledged before me by the above-named testatrix and subscribed and sworn to before me by the above-named witnesses this ~!i ''~' Notary pUblic Page 5 ~ Settlement Statement -. ..~.'~ iii` 411, 11~ FINAL SETTLEMENT ( SEllER'S EXPENSES ) PROEESS,ONAL EES AUCTIONEER $ CASH $ ' CLERK $ CHECKS $ : CASHIER $ OTHER RECEIPTS $ $ $ $ $ $ TOTAL RECEIPTS LESS TOTAL EXPENSES LNET PROCEEDS PAYABLE TO SELLER I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net proceeds from the auction of my goods and property sold on the above date. I accept all responsibility for providing mer/c~antable title to all goods, and property sold, and for delivery of title to the purchaser. ~/~. Auctioneer or Cashier's Signature ~-~ (S~ler's Signature) (/ (Seller's Signature) CITIZENS BANK i Accel faceit . Title LAce.,,) ~ 7 'pc ,~inci:a! Balance as of DOD ~A_AiiT- ~,~'~hTe ~s of DOD 6140-877180 MARION K ORRIS 3/9/1990 Time Deposits $32970.42 $63.42 $33033.84 $178.18 CITIZENS BANK Ac,:: u . N'm~ber 6101194446 Accc~ ~ J'itle MARION K ORRIS 2/8/2002 ~" PrLn&~.,d Ba!ance as of DOD Intel'est ti'om Last Posting to DOD $ .00 Accc~t Balance as of DOD YTD h,e est to DOD Checking $5869.46 $5869.46 $2.28 CITIZENS BANK Accou ~t Number 6100794350 Account Title MARION K ORRIS 4/2/1980 Date ( ':-., xt Accot~ t "'~,.pe Principal Balance as of DOD Checking $43323.11 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $43323.11 yn! D Interest to DOD $111.04 Estate of Orris, Marion A. INVENTORY also known as Orris, Marion K. , Deceased No. 21 04 273 Date of Death 3/1/2004 Social Security No. 192146427 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We vedfy that the statements made in this inventory are true and correct. I/VVe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Joel R. Zullinger LO. No.: 17516 Address: 14 North Main Street, Suite 200 Chambersbur,q PA 17201 Personal Representative: Anna Lee Norcross ~ Janet L McBeth(~'~c~'~ Dated Telephone: (717)264-6029 Stocks & Bonds Description Closely-Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable Cash, Bank Deposits, & Misc. Personal Property Gross proceeds from sale of personal property by Dan Hershey Auctioneering Service Certificate of Deposit #6140-877180, Citizens Bank, including interest accrud to date of death (Attach Additional Sheets if necessary) Total 1,617.25 33,033.84 136,463.01 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Oh,s, Marion A. Description of Inventory Continuation of Inventory Page 1 21 04 273 Description Checking Account ~101194446, Citizens Bank Checking Account #6100794350, Citizens Bank Pennsylvania tax rebate American Sentinel Insurance, refund Lititz Mutual Insurance, refund Borough of Shippensburg, refund Real Estate Gross proceeds from sale of real estate situate at 129 S. Penn Street, Shippensburg, PA, to Mamiana Fretheim Received on proration of real estate taxes on above sale Value 5,869.46 43,323.11 131.00 11.90 66.00 36.00 52,000.00 374.45 Subto~l 101,811.92 Gmnd Toal $ 136,463.01