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HomeMy WebLinkAbout03-0336PETITION FOR PROBATE and GRANT OF LETTERS Estate of Marguerite L. Morris No. also known as To: Social Security No. 1 / 4-05-1 {3'49Deceased' The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut r i x in thc last will of the above, decedent, dated Mar ch 10 and codicil(s) dated N/A Register of Wills for the County of Cumber]and Commonwealth of Pennsylvania in the named ,1Dx 2000 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 193 Bea~le Club Road~ Carlisle PA 17013 {list street, number, Twp. or Boro.} Decedent. then 87 ),ears of age, died April 7 , ~. 2003, at Carlisle R__egional Medical Center Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters T e s t am e n t a r y (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '1 COUNTY OF CUMBERLAND j~ ss The petitioner{s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the besl of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subacribed .- before~me this /~,~',"/ . day of [ q Estate of MARGUERITE L. P~ORRIS , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW '-~.,o ~, I [~ ~f 200 ~ in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated March 10 ~ 2000 described therein be admitted to probate and filed of record as the last will of Marguerite L. Morris ; and Letters Testamentary are hereby granted to Jean Morris Hayes FEES Probate, Letters, Etc .......... ~.e~~ R~hOrt Certificates( ) .......... $ ~_~o enun¢i~tt]on ................ .J~p $. 10.oo TOTAL __ $..~.~1. O0 Filed . .~.g~,.] .... l.(,o. ~...~,C~..~ ....... Patricia R. Brown 27474 ATTORNEY (Sup. Ct. I.D. No.) 10 West Pomfret Street Carlisle PA 17013 ADDRESS (717) 249-3024 PHONE l105 ~115 R~V ~1 t;6 This is to certify that the information here given is correctly copied from an original certificate of death duly flied with me as Local Registrar. The original certificate will be. forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9190885 No. Local Registrar APR 8 2003 Date H105.143 ReY 2~7 '. Marquerite L. ~. 87 *~- ~ Cumberland COMMONWEALTH OF PENNSYLVANIA ,, DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH · Morris ,. F ,. 174 -- 05 --1049,[" 4/7/2003' I I~/v/~s [,~rlisle, PA 1~--.--~ ~,,-~ ~U [~n ~-~ I I. ~rlisle ~. ~rlislo R~ional M~i ~nter =.~ ~.~"' [~)- ~ ' I". 1'. ' ' ' [m. W~lte ,,. ~~r ,,~K~ey s~ ~. I,,. I,,. [ 2 193 ~gle Ci~ ~d ~rlisle, PA 17013 ,,. Will~ B. ~, J~ A. Hayes ,,.Widowed ,,. - ID~CEDENT'S PA ^cTu~. 17.. m., o. ,~c.~ ~. ~ ~ ~ Middlesex ~) ,~.~ ~rl~d ~? ,,d.O ~ ,,. ~ - ~rrick I~ .0. ~x 494; No~h ~s~h~m, ~ 02651 O[,,,. 4/10/2003 [,,.L~om ~te~ I~,, Middlesex ~, PA ~g Brokers ~eral H~; ~rlisle, PA 17013 [] IT, m, i~ ., . LAST WILL AND TESTAMENT OF MARGUERITE L. MORRIS I, MARGUERITE L. MORRIS, of 193 Beagle Club Road, Middlesex Township, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking all former Wills and Codicils at any time heretofore made by me. FIRST. I direct all my debts and funeral expenses, including all inheritance taxes that may be assessed against my estate, be fully paid and satisfied out of my estate by my personal representative, hereinafter named, as soon as practicable. SECOND. I direct that my funeral and service be held at Ewing Brothers Funeral Home, and conducted by the First Church of God. Burial shall be in the cemetery plot I own in Letort Cemetery, Middlesex Township. THIRD. I give, devise and bequeath all the rest, residue and remainder of my estate, real and personal, and my property of every kind and description, wherever situate and in whatever form my personal representative has placed same, to my daughter, JEAN MORRIS HAYES. In the event my daughter, JEAN MORRIS HAYES, should predecease me, then I give, devise and bequeath all of my estate, real, personal and mixed, to my grandchildren, DANA LOUISE BROWN and DANIEL PATRICK HAYES, equally, then to their issue, then living, per stirpes. FOURTH. I hereby nominate, constitute and appoint my daughter, JEAN MORRIS HAYES, Executrix, of this, my Last Will and Testament. In the event the said JEAN 1 of 3 MORRIS HAYES should predecease me, resign, renounce, refuse or be unable to serve for any reason or should die before my estate is fully administered, then in any of those events, I nominate, constitute and appoint my grandchildren, DANA LOUISE BROWN and DANIEL PATRICK HAYES, or either of them, as Alternate Executors, of this my Last Will and Testament. I direct that my personal representatives shall serve in this or any other jurisdiction without furnishing bond or surety. FIFTH. I authorize and direct that my personal representative, may convert all or any part of my estate into cash at either public or private sale or sales at the best price or prices obtainable in her discretion, and make distribution in kind, in cash, or partly in kind and partly in cash IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this day of '-~ ~,a~ , 2000. SIGNED, SEALED, PUBLISHED and DECLARED by the above Testatrix as and for her Last Will, in the presence of us, who thereupon at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. Witness Wimess Address Address 2 of 3 STATE OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, MARGUERITE L. MORRIS, VICKIE J. GROUP and PATRICIA R. BROWN, the Testatrix and the wimesses, respectively, whose names are signed to the 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 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 Testatrix, signed the Will as witnesses and that to the best of each witness' knowledge and belief the Testatrix was at that time eighteen years of age or older, of sound mind and under no undue constraint or influence. Witness MARGI~RITE L. MORRIS - Testatrix Subscribed, sworn to and acknowledged before me by MARGUERITE L. MORRIS, the Testatrix PATRICIA R. BROWN, witnesses, this 2000. and [-"~-~OTARIAL SEAL DENISE PINAMON~, No~ Public I C~isle Boro~h, ~m~H~d 3 of 3 [ My ~mm's~fl~xpires Nov. 20, ~ subscribed and sworn to before me by VICKIE d. GROUP and 000~ ~OI qoaeN :p~e~ SIRRON 'q ~0 Name of, Decedent: _CER_TIFICATION OF NOTICE UNDER RULE 5.6(a) Marguerite L. Morris Date of Death: April 7, 2003 Will No. Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court.Rules was ,served on or mailed to the following beneficiaries of the above-captioned estate on : Name Address Jean M. Hayes 193 Beagle Club Road, Carlisle PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except' N/A Date: ~-~/J.cr/o ..:~; Signature Name Patricia R. Brown '~,= .c::? Address 10 West Pomfret Street Carlisle PA 17013 Telephone ( 71)7 249 -3024 Capac,ity: __ Personal Representative X Counsel for personal represent,qtive PFPC Global Fund Services SALOMON BROTHERS FUNDS pOST OFFICE BOX 9764 PROVIDENCE. Ri 02941.0-9764 June 2,2003 Jean Morris Hayes 30 Sandflower Drive P.O. Box 494 North Eastham, MA 02651 Account Number: Registration: Reference Number: SALOMON BROSINVESTORS VALUE FUNDINC 003-9060099612 MARGUERITE L MORRIS 1503008235 Dear Mrs. Hayes: This letter is in regard to your recent correspondence. To transfer the above referenced account, we require an original Inheritance Tax Waiver. The Inheritance Tax Waiver verifies that the beneficiary has satisfied all state tax obligations resulting from an inheritance. The Waiver must be prepared by the county clerk or appropriate state office, and display the official letterhead of the state involved. Also, the waiver must refer to the specific fund name and the number of shares when the shareholder died. The Medallion Signature Guaranteed letter of instruction, Affidavit of Domicile, death certificate, W-9 Form and Short Certificate were received in good order and will be kept on file under Reference Number 1503008235. After receiving the above item in good order, we will promptly comply with your request. To expedite your request, please indicate all related reference numbers in your correspondence. Thank you for your attention to this matter. If you have any further questions or require additional assistance, please do not hesitate to contact one of our Investor Services Associates toll-free at 1-800-446-1013. They are available to assist you Monday through Friday, from 8:30 AM to 5:00 PM Eastern Standard Time. Sincerely, . i/Lucinda Lage V' ~pe¢ Sr. Investor Services :ialist COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002758 BROWN PATRICIA R ESQUIRE 10 WEST POMFRET STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 174-05-1049 FILE NUMBER: 21 03-0336 DECEDENT NAME: MORRIS MARGUERITE L DATE OF PAYMENT: 07/02/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/07/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $8,650.00 TOTAL AMOUNT, PAID' ~8,650.00 REMARKS: JEAN MORRIS HAYES,EXECUTRIX C/O PATRICIA R BROWN ESQUIRE SEAL CHECK# 120 INITIALS: SK RECEIVED BY' DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 ,N.ER,TANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-03-0336 COUNTY CODE YEAR NUMBER uJ n z z 0 o. (/3 uJ n~ 0 0 Z Z x I- DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Morris, Marguerite L. DATE OF DEATH (MM-DD-Y'Y') 4/7/2003 IDATE OF BIRTH (MM-DD-Y'Y) 6/7/1915 SOCIAL SECURITY NUMBER 174-05-1049 THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER X~ 1. Original Return [] 2, Supplemental Return [] 3. Remainder Return [] 4. Limited Estate [] 4a. Future interest Compromise [] 5. Fed. Est. Tax Return Req'd r~ 6. Decedent Died Testate [] 7. Decedent had Living Trust _0_ 8. Total number of SDB's '~']. 9, Lit'g'tion Proceeds Rec'd .r~ 1 o. spousal Poverty Credit r--] 11. Election to tax w/Sec. 9113(A) NAME: Patricia R. Brown, Esquire FIRM NAME: TELEPHONE NUMBER 1717) 249-3024 COMPLETE MAILING ADDRESS: Patricia R. Brown, Esquire 10 W. Pomfret St. Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits &Misc. Personal Prop.(Sch. E) (5) 6. Jointly Owned Property (Schedule F) (6) [~1 Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) (9) 10. Debts of Decedent, Mortgage liabilities, & Liens (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 14. Net Value Subject to Tax (Line 12 minus Line 13) $oloo $20,101.59 $0.00 $1 O,238.93 $158,314.69 OF¢~CIAL USE ONLY (8) $188,655.21 $34,113.81 $2,829.57 (11) $36,943.38 (12) $151,711.83 (13) (14) $151,711.83 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal rate, or transfers under Sec.9116(a)(1.2) x.O__ (15) $0.00 16. Amount of Line 14 taxable at lineal rate $151,711.83 x. O45 (16) $6,827.03 17. Amount of Line 14 taxable at sibling rate $0,00 x.12 (17) $0.00 18. Amount of Line 14 taxable at collateral rate $0 x.15 (18) $0.00 19. Tax Due (19) $6,827.03 20 [] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Deceden~'s Complete Address: IST, REET ADDRESS CITY 193 Beagle Club Road Carlisle STATE PA ZIP 17013 Tax PaYments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments O Discounts (1) $6,827.03 $8,650.00 Total Credits (A+B+C) 3. InterestJPenalty if applicable D. Interest E. Penalty Total Interest/Pentalty (D+E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Did decedent make a transfer and: a, retain the use or income of the property transferred: b retain the right to designate who shall use the property transerred or its income: c. retain a reversiona~/interest: or d. retain the promise for life of either payments or care? If death occurred alter December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her death'7 Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benefician/disignation? (2) $8,650.00 (3) $0.00 (4) $1,822.97 (5) (5A) (5B) $0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 yes no 2. 4 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 personal representative is based on all information of which preparer has any knowled,c, le SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS SIGNATUR~E O~,~REPARER OTHER THAN REPRESENTATIVE ADDRESS 10 West Pomfret Street, Carlisle, PA 17013 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% [72PS Sec 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 Sec 9116(a)(t 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 deseased child [~vanty-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. Sec. 9116(a)(1.2)] The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 4.5%, except as noted in 72 PS Sec 9116(1.2) [72 P S. Sec 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 PS Sec9116(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 LAST WILL AND TESTAMENT OF MARGUERITE L. MORRIS I, Marguerite L. Morris, of Middlesex Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid f~om my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I bequeath any automobiles or motor vehicles I may own at my death, my personal effects, such household goods if any as may be my individual property and not the property of my husband or owned jointly by me with him, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to my husband, Paul S. Morris, providing he survives me by thirty (50) days. Should my said husband predecease me or die on or befo~,e the thirtieth day following my death, I bequeath such tangible personal property and insurance thereon to my daughter, Jean Ann Morris Hayes, providing she survives me by thirty (30) days. I direct that any of the foregoing articles not selected by my said daughter shall be sold at public or private sale by my personal r~p~ es~n~a~.ve(s) and I .... , zuruner di~ect that the net P~oceeds thereof shall be administered and distribUted as a part of the residue of my estate. ITEM III: I devise and bequeath the residue of my estate of every nature and wherever situate to my said husband, providing he survives me by thirty (30) days. ITEM IV: Should my said husband predecease me or die on or before the thirtieth day following my death, I devise and bequeath the residue of my estate of every nature and wherever situtate to my said daughter, provided that if she Predeceases me or dies on or before the thirtieth day following my death, such residue shall be distributed to her issue, per sti~.pes, living on the thirty-first day following my death, and in default of any such then living issue, such residue shall be distributed as follows: A. Seventy-five (75%) percent t~ereof to Phyllis R. Lebo Bensing, of Vacaville CA 95688. and ' , B. Twenty-five (25%) percent thereof to James E. Lebo of Carlisle, PA 17013. ' ITEM V: Should any person entitled to a share of my estate not have attained the age of twenty-one (21) years at the time of distribution to him or her, I devise and bequeath the Share of each such person to my Trustee hereinafter named, IN SEPARATE TRUST, to hold, manage, invest and reinvest the share so received, and the accumulation of income thereon, and to use and apply the income and Principal, or so much thereof as, in the sole discretion of my Trustee, may be necessary or appropriate for such beneficiary,s support, health and medical care, and education (including college education), or to make payment for these purposes, without further obligation or responsibility to see to the proper expenditure thereof, directly to such beneficiary or to any person taking care of such beneficiary. Any Principal or income not so applied shall be distributed to such beneficiary absolutely when he or she attains the age of twenty-one (21) years. If he or she dies before attaining age twenty-on~ (21), such share shall be distributed to his or her personal representative(s), discharged of the trust. ITEM VI: All Federal, State and other death taxes payable because of my death, with respect to the Property forming my gross estate for tax purposes, whether passing under this Will or otherwise, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of the ~dministration of my estate and shall be paid out of the principal ~f my residuary estate without apportionment or right of ~eimbursement. ITEM VII: I appoint Dauphin Deposit Bank and Trust Company, Df Carlisle, Pennsylvania, Trustee of the Trust(s) created under Item V hereof. If my Trustee shall merge with or be consolidated with another corporate fiduciary, such corporate fiduciary shall succeed to all of the duties and to all of the powers, including discretionary powers, herein granted to my Trustee. ITEM VIII: I appoint my said husband Executor of this my last Will. Should my said husband fail to qualify or cease to act as Executor, I appoint my daughter, Jean Ann Morris Hayes, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act as Executrix, I appoint my granddaughter, Dana Louise Brown, Executrix of this my last Will. Should my said granddaughter fail to qualify or cease to act as Executrix, I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, Executor of this my last Will. ITEM IX: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~ day of June, 1988. s ~f administration of my estate and shall be paid out of the principal of my residuary estate without apportionment or right of reimbursement. ITEM VII: I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, Trustee of the Trust(s) created under Item V hereof. If my Trustee shall merge with or be consolidated with another corporate fiduciary, such corporate fiduciary shall succeed to all of the duties and to all of the powers, including discretionary powers, herein granted to my Trustee. ITEM VIII: I appoint my said husband Executor of this my last Will. Should my said husband fail to qualify or cease ~o act as Executor, I appoint my daughter, Jean Ann Morris Hayes, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act as Executrix, I appoint my granddaughter, Dana Louise Brown, Executrix of this my last Will. Should my said granddaughter fail to qualify or cease to act as Executrix, I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, Executor of this my last Will. ITEM IX: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~ day of June, 198S. The preceding instrument, consisting of three typewritten pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Marguerite L. Morris, the Testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, Marguerite L. Morris, John B. Fowler, III, and Mary M. Price, the Testatrix and the witnesses, respectively, whose names are signed to the 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, 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 witness and that to the best of his/her 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 Marguerite L. Morris, the Testatrix, and subscribed and sworn to before me by John B. Fowler, III, and Mary M. Price, witnesses, this ~ day of June, 1988. SCHEDULE B STOCKS AND BONDS ESTATE OF Morris, Marguerite L. (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) FILE NLqVlBER 21-03-0336 ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH Prudential Financial - acct no: 001262195 (1307.630 shares at $14.49) Salomon Brothers acct no: 9060099612 (37 shares at $31.19) $18,947.56 $1,154.03 TOTAL (also on line 2, Recapitulation) $20,101.59 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER Morris, Marguerite L. 21-03-336 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH Coin collection Personal property (sold by Potteiger Auction) 1994 Buick Park Avenue Ford tractor and attachments Highmark - Blue Shield refund $650.00 $950.00 $5,925.00 $2,500.00 $213.93 TOTAL (also on line 5, Recapitulation) $10,238.93 SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Morris, Marguerite L. 21-03-0336 Joint Tenant (s): NAME ADDRESS RELATIONSHIP TO DECEDENT A Jean A. Hayes PO Box 494, (30 Sandflower Drive) North Eastham, MA daughter Jointly-oua ,'d property: ITEIvi L~T'lZER' DATE DESCRIPTION OF PROPERTY TOTAL DECD'S DOLLAR VALUE OF NUMBER FOR MADE VALUE OF % INT. DECEDENT'S JOINT JOINT ASSET INTEREST TENANT I A 07/25/90 Waypoint Bank acct no: 90682592 $1,371.62 50% $685.81 11/15/00 acct no: 20007623 $78,115.82 50% $39,057.91 2 A 04/23/99 IMerck Common (stock) 4000429096 $14,363.38 50°~ $7,181.69 3 A 11/17/99 Harris Financial (Waypoint stock) 4025080008 (526 shares at $17.82) $9,373.32 50% $4,686.66 4 A 06/29/00 Verizon (stock) 10864-4185 (240.5982 shares at $35.380) $8,512.36 50% $4,256.18 5 A 12/08/00 Carlisle Companies (stock) 500017211 ! (760.058067 shares at $42.99) $32,674.89 50% $16,337.45 6 A 03/05/02 Alifirst Bank checking acct: 61575089 $2,467.99 50% $1,233.99 7 A 06/01/00 193 Beagle Club Road Carlisle, PA 17013 $169,750.00 50% $84,875.00 (real estate) TOTAL (also on line 6, Recapitulation) $158,314.69 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Morris, Marguerite L 21-03-0336 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION AMOUNT NUMBER 4 1 3 4 5 6 7 8 9 10 I1 12 13 Funeral Expenses: Ewing Brothers Funeral Home George's - flowers Rev. Alan Mathna Carlisle Memorial (engraving date) After service food Administrative Costs: Personal Representive Commissions Social Security Number of Personal Representative: Attorney fees to Patricia R. Brown Family Exemption ~.~ ~ ~'~'~&~,o t9 ~,~.~ Claimant Jean Morris Hayes Address of Claimant at decedent's death: Street: 30 Sandflower Drive (PO Box 494) City: N. Eastham State & Zip MA 02651 Probate Fees to Register of Wills Miscellaneous Expenses: Travel Expenses for out-of-state Executrix (Cape Cod, MA to Carlisle, PA) 3120 @ $.36 per mile Meals enroute One way train fare 196-34-7036 COSTS RELATIVE TO 193 Beagle Club Road, Carlisle, PA 17013 Lowe's (purchase of misc products needed to clean out and repair household items) Rental (from York Waste Disposal) dumpster Carpeting (one-half) Repair kitchen cabinets (one-half) Labor costs (painting) (80 hours ~ $15) (one-half) Two stall horse barn (used for storage) cleared out and cleaned for sale Stephen G. Fisher - survey (one-hal0 Stephen G. Fisher - legal description (one-half) Sales commission (one-hal0 Document preparation (one-half) Realty transfer tax (one-hal0 Final water/sewer (one-halo TOTAL (also on line 9, Recapitulation) $7,625.00 $401.74 $100.00 $125.00 $7O.39 $5,500.00 $3,500.00 $281.00 $1,123.20 $312.78 $157.00 $428.42 $429.50 $297.OO $3,400.00 $6OO.OO $2,409.30 $1,200.00 $75.00 $5,093.00 $112.50 $848.75 $24.23 $34,113.81 SCHEDULE H Decedent's daughter is a nurse by profession and only child of decedent. As decedent grew older (last 5 years) she lived with daughter (in her house) in Massachusetts or daughter lived with decedent in Pennsylvania home. These "stays" were of a 2-3 month duration. "' ^. Settlement Statement U.S. Department of Housing and Urban Development OMB No. 2502-0265 REV. HUD-1 (3/86) B. TYPE OF LOAN 1. I-]FHA 2. r-IFmHA 3. ~]Conv. Unins. 4. FIVA 5. r'lConv. Ins. 6. FILE NUMBER 1 7. LOAN NUMBER 03-433 I 8. MORTGAGE INSURANCE CASE NUMBER This form Is furnished to give you a statement or actual settlement costs. Amounts pal(I to and by me settlement agent are shown C. Note: Item marked "(P.o.c.)" were paid DUI/Ida the closing; they are shown here for Intermatlon purposee end ere not Included In the totals. TitieExpress Settlement System WARNING: It Is a crime to knowingly make false slatenlenta to the United States off this or any other elndler form. Penalties upon conviction can include a fine end Imprisonment. Fro' details lee: Title t8 U. S. Code Sscflon 1001 and Section 1010. Printed 11/24/2003 at 14:16 CLN D. NAME OF BORROWER: Kevin L. Mullen ADDRESS: E. NAME OF SELLER: Jean Morris Hayes ADDRESS: F. NAME OF LENDER: Orrstown Bank ADDRESS: P.O. Box 250, Shippensburg, PA 17257 G. PROPERTY ADDRESS: 193 Beagle Club Road, Carlisle, PA 17013 Middlesex Township H. SETTLEMENT AGENT: R. Eric Pierce, Telephone: 717-533-8652 Fax: 717-533-1228 PLACE OF SETrLEMENT: 114 West Chocolate Avenue, Hershey, PA 17033 I. SETrLEMENT DATE: 11124/2003 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales price t69,750.00 401. Contract sales price 169,750.00 102. Personal Property 402. Personal Property 103. Settlement charges to borrower (line 1400) 5,556.25 403. 104. 404. 105, 405, Adjustments for items paid by seller In advance Adjustments for items paid by seller in advance 106. City/towntaxes 11124/03to12/31103 18.t6~ 406. City/towntaxes 11124/03tot2/31103 18.16 107. Counlytaxes 11124/03to12/31103 39.43 407. County taxes 11124/03tot2/31103 39.43 108. School Taxes 11124/03to06/30104 976.06 408. School Taxes 11124/03 to06130104 976.06 109. 409. 110, 410, 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 176,339.90 420. GROSS AMOUNT DUE TO SELLER 170,783.65 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. Deposit or earnest money 2,000.00 501. Excess Deposit (see instructions) 202. Principal amount of new loans 170,000.00 502. Settlement char.qes to se er (line 1400) 12,111.50 203. Existin.q loan(s) taken subject to 503. Existirgl loan(s) taken subiect to 204. 504. Payoff of First Mortgage Loan 205. 505. 206. 506. Final water and sewer 48.46 M.T.M.A. 207. 507. 208. 508. 209. 509. Adjustments for items unpaid by seller Adjustments for items unpaid by seller 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 1721000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 12,159.96 300. CASH AT SE1 ILEMENT FROM OR TO BORROWER 600. CASH AT SETTL_E_MENT TO OR FROM SEI 301. Gross amount due from borrower (line 120) 176~339.90 601. Gross amount due to seller (line 420) 170,783.65 302. Less amounts paid by/for borrower (line 220) 172,000.00 602. I p..q.~ reduction amount due seller (line 520) 12,159.96 303. CASH FROM BORROWER 4,339.90 603. CASH TO SELkFR t58,623.69 SUBSTITUTE FORM 1099 SELLER STATEMENT: The Information contained herein Is Important tax Information and Is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction will be Imposed on you If thIs Item la required to be reported and the IRS determines that It has not been reported. The Contract Sales Price described on line 401above conaUtutes the Gross Proceeds of this transacUon. You me required by law to provide the settlement agent (Fed. Tax ID No: .......... ) with your correct taxpayer Idenflflcatlo~ number. If you do not provide your correct taxpayer Identification numoer, you may i~e auotsct to ciVil or crJni hal penalties reposed by law. Unoer penalties of perjury, certify that the number shown on this statement IS my correct taxpayer Identification number. 'nN: __ I__ -- SELLER(S)SIGNATURE(S): I SELLER(S) NEW M,NUNG A~DRESS: SELLER(S) PHONE NUMBERS: (H) .(Vi/) ,EPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: 03-433 PAGE 2 - ~ ,TrLEMENT STATEMENT REV. HUD-1 (3~86) 'i~tleExpress Settlement System Printed 11/24/2003 at 14:16 CLN ~TI'LEMENT CHARGES PAID FROM PAID FROM · TOTAL SALES/BROKER'S COMMISSION based on price $t69.750.00 ~ 6.000" t0,185.00 BORROWER°S SELLER'S Division of commission (line 700) as follows: FUNDS AT FUNDS AT 701. $ 5,117.50 to Century 21 Coon & Co. SETTLEMENT SETI'LEMENT 702. $ 5,067.50 to RE/MAX Starling Assoc. 703. Cornmission paid at Settlernent 10,185.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Of.klination Fee 0.750 %Orrsto~Am Bank 1,275.00 802. Loan Discount 803. Appraisal Fee to Orrstown Bank 250.00 804. Credit Report 805. Flood Certification Fee lo Orrstown Bank 60.00 806, ldod.cla;le Application Fee 807. Assumption Fee 808, 809, 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to (~,~ /day 902. Mo~qe Insurance Premium for to 903. Hazard Insurance Premium for to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mo. ~,, $ /mo 1002. Mortgage Insurance mo. ~, $ /mo 1003. City Property Tax mo. ~,, $ Imo 1004. County Property Tax mo. @ $ /mo 1005. School Taxes mo. ~, $ /mo 1009. A,q.qr~ate Analysis Adiustment 0,00 0.00 1t00, TITLE CHARGES 1101. Settlement or closing, fee 1102, Abslract or title search 1103. 'l~tie examination 1104. Title insurance binder 1105. Document Preparation to Patdcia R. Brown 225.00 1106. Notay Fees to Cash 4.00 4.00 1107. Attorney's fees to Cert. of Title-Creek Road 906.00 (includes above items No: ) 1108. 'ritie Insurance to R. Eric Pierce 1,208.75 (includes above items No: ) 1109. Lender's Policy 1110. Owner's Policy 169,750.00 - 1,208.75 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording. Fees Deed $ 40.50 ; Mod.qa.qe $ 44.50 ; Release $ 85.00 1202. City/County tax/stamps Deed $t,697.50 ; Mert.q~e $ lr697.50 1203. Slate Tax/stamps Deed $t,697.50 ; Mort.qafl. e $ 1,697.50 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey 1302. Pest Inspection to Gilberts Pest Control 70.00 1303. 1304. 1305. 1306. 1307. 1308. 1400. TOTAL SETTLEMENT CHARGES (enter on lines 103, Section J and 502, Section K) 5,556.25 12,111.50 I have carefully ravlewed the HUD-1 Settbment Statement and to the best of my knowledge and belief, It Is · Irue and accurate statement of all receipts and dlsbureemente made on my account or by me In thla tranlantlo,. I further cedlfy thai I have received a copy of the HUD-1 Settlement Statement. JeSt MOITla H~ee WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAR INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE '18: U.S. CODE SECTION 100t AND SECTION 10t0. i~// [/ 'X.~...) DATE · SCHEDI~E I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF Morris, Marguerite L. ITEM NUMBER FILE NUMBER 21-03-0336 DESCRIPTION AMOUNT 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Middlesex Township - personal taxes (2003) Middlesex/Cumberland Co - real estate taxes (one-half) Express postage - stock certificates iCaritas Norwood Hospital Auction cost of sale of personal property (Potteiger) Professional services of Norwood Radiology Associates Norwood Alan H. Kurland, MD Middlesex Township - water/sewer bill Erlich Exterminators Comcast PP&L Sprint - final bill Yard mowing York Disposal Repair garage door Repairs to 1994 Buick Park Avenue $9.80 $575.57 $31.03 $29.14 $350.00 $3.82 $37.80 $41.22 $78.75 $100.70 $250.72 $176.80 $99.51 $150.00 $37.59 $116.25 $740.87 TOTAL (also on line 1o, Recapitulation) $2,829.57 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Morris, Marguerite L. 21-03-0336 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE I Jean Morris Hayes daughter 100% ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE NUMBER OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN ESTATE OF MARGUERITE L. MORRIS~ DECEASED (File No: 21-03-0336) KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, MARGUERITE L MORRIS, late of Carlisle, Cumberland County, Pennsylvama, deceased, died testate on April 7, 2003, having first made her Last Will and Testament, which was duly executed on March 10, 2000, and is duly recorded at the Register of W~lls in Cumberland County, Pennsylvania WHEREAS, the said Marguerite L Morris, by the aforesaid Last Will and Testament, named lean Morris Hayes, as Executrix of said Last Will and Testament; WHEREAS, letters testamentary on the estate of the smd decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executrix hereinafter called personal representative, WHEREAS, the said personal representative has gathered the assets of the estate of the smd decedent and the assets consists of real and personal property to a total value of$188,655 21 as set forth m Exhibit A, which is a statement of account of the sa~d personal representative, and which is attached hereto and made a part hereof and marked Exhibit A, WHEREAS, the debts and deductions amount to $36,943.38, leaving the sum of $151,711 83 for distribution, also as set forth m the statement of the sa~d personal representative, which ~s atth~h~d~er, eto-,_ay~ ~r.~ed Exhibit A; Jo 9o,~O. peigjosoU NOW, THEREFORE, KNOW YE, that I, JEAN MORRIS HAYES, the heir under the Last Will and Testament of the said decedent, and being that person entitled to inherit under said Last Will and Testament, and m order to avoid the expense and time involved m the filing ora formal account and schedule of distribution, agree that no account is necessary and do hereby agree that and consent to d~stnbutton being made without the filing of an account and schedule of d~str~bution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphans' Court Division of the Court of Common Pleas, Cumberland County THEREFORE, I, do hereby remlse, release, quitclaim and forever discharge the said personal representative, JEAN MORRIS HAYES, her heirs, executors, administrators, and assigns, of and from the said estate and from all actions, suits, payments, accounts, reckomngs, claims, and demand whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the estate of the said decedent, and I do further hereby covenant and agree that should any hablhty come due to the estate of the smd decedent after the s~gmng ofth~s agreement, do hereby covenant and agree that I w~ll contribute my share of the estate to satisfy any and all claims, demands, su~ts, or causes of action which may be successfully prosecuted agmnst the sa~d estate or the aforesmd personal representative after the signing, sealing and dehvery ofthls family settlement agreement and final release 2 IN WITNESS WHEREOF, I have hereunto set my hand and seal thls~,~ day of ,2004 WITNESS Jear~oms Hayes, Executrix / Estate of Marguerite L Moms ~o.~-~ /~tc~ /~/c~.t.~(SEAL) Je~ Morris Hayes, Heir and Beneficiary of the Estate of Marguerite L Morris COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) ON THIS, theo~o?.~ day of ~ ,2004, before me, the undersigned officer, personally appeared ,Jean Morris Hayes, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes thereto contained IN WITNESS WHEREOF, I have set my hand and official seal. Notary P(~bhe 3 EXHIBIT "A' STATEMENT OF ACCOUNT OF JEAN MORRIS HAYES Assets (A) Stocks and Bonds (B) Miscellaneous Personal Property (C) Jointly Owned Property Debts l) 2) TOTAL Funeral Expenses and Adm~mstrat~on Expenses Miscellaneous Expenses TOTAL Balance for Distribution to Herr lean Moms Hayes $ 20,101 59 $ 10,238 93 $158,314 69 $188,655 21 $34,113 81 $ 2,829 57 $36,943 38 $151,711.83 4 BUREAU OF ZHDZVZDUAL TAXES COHHONWEALTH OF *PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAISENENT, ALLOWANCE OR DISALLBHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX PATRICIA R BROWN ESQ 10 W POHFRET ST CARLISLE PA 17015 CATE 02-2~-200~ ESTATE OF NORRIS CATE OF CEATH 0~-07-2003 FILE NUHBER 21 03-0336 COUNTY CUHBERLAND ACN 101 Amount Remitted HARGUERIT L HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~" RETAIN LOWER PORTION FOR YOUR RECORDS ~ DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF NORRIS HARGUERIT L FILE NO. 21 05-0556 ACN 101 CATE 02-2~-200~ TAX RETURN HAS. ( X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAZSEC VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) .00 2. Stocks sad Bonds (Schedule B) (2) 201101 59 3 Closely Held Stock/Partnership Interest (Schedule C) (3) .00 4. Hortgages/Notes Receivable (Schedule D) (4) .00 $. Cash/Bank Deposits/His(. Personal Property (Schedule E) (S) ~0t258.95 6. Jointly Owned Property (Schedule F) (6) 158~51R.69 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) APPROVED DEDUCTIONS AND EXENPTZONS: 9. Funeral Expenses/Adm Costs/Hist Expenses (Schedule H) (9) 10. Debts/Hortgege Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return NOTE. To Insure proper credit to your account, submit the upper portion of this fore with your 188,655.21 5q,115 81 2~829.57 (1~,) 151,711 85 13. NOTE: Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) . O0 Nat Value of Estate Subject to Tax (14) 151,711.85 I.F an assessment was issued previeusly, lines Ii, 15 and/or 16, 17, 18 and '].9 ~ill reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Line 14 at Spousal rate O0 X O0 : O0 151,711.85 X 005= 6,827.05 .00 X 12 .00 .00 X 15 .00 ~19)= 6,827.05 TAX CREDITS: PAYItENT RECEIPT DI$CUUNT {+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 07- 02-2005 CD002758 :~,1.55 8,650. O0 IF PAID AFTER DATE INDZCATED, SEE REVERSE FOR CALCULATZON OF ADDITIONAL INTEREST TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL CUE 8,991.55 2,160.52CR .00 2,160.52CR ( IF TOTAL DUE IS LESS THAN $1~ NO PAYNENT ZS REQUIRED. ZF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND SEE REVERSE SIDE OF THIS FORH FOR /HSTRUCTZO~ ) BUREAU OF ZNDTVZDUAL TAXES TNHERZTANCE TAX DTVZSTON DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-i&07 EX AFP C01-03) PATRICIA R BROWN ESQ04' 10 W POMFRET ST CARLISLE DATE 05-15-200q ESTATE OF MORRIS DATE OF DEATH Oq-07-ZO0$ FILE NUHBER 11 05-0356 COUNTY CUMBERLAND ACN 101 Amount Romi'l:'l:ed MARGUERIT L HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To Lnsure proper credit ~co your account:, submit ~hm upper portion of ~h/s form wA~:h your ~ax payment. CUT ALONG THZS L'rNE ~ RETA'rN LOWER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~a~ INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF MORRIS MARGUERIT L F'rLE NO. 21 05-0336 ACN 101 DATE 05-15-200q THIS STATEMENT TS PROV/DED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH TN THE NAMED ESTATE. SHO#N BELOW TS A SUMMARY OF THE pRINCIPAL TAX DUE, APPL/CAT/ON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APpLTCABLE, A PROJECTED [NTEREST F/GURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-2q-200q PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 6,827.05 PAYMENT RECEIPT DISCOUNT (+) i AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-)' 07-01-2005 02-27-200fi CDOOZ758 REFUND XF PAXD AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULATXON OF ADDXTXONAL XNTEREST. ( ZF TOTAL DUE XS LESS THAN $1, NO PAYMENT 1S REQUXRED. ZF TOTAL DUE 1S REFLECTED AS A **CREDXT" (CR), 5fil .35 .00 8,650.00 2,16q.32- TOTAL TAX CREDIT 6,827.03 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORM FOR /NSTRUCT/ONS. PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- Zf RESIDENT DECEDENT make check or money order payable to: REGISTER OF HILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVAN/A. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of Wills) any of the 23 Revenue District Offices or from the Department's Z4-hour answering service far forms ordering: 1-800-362-20S0~ services for taxpayers with special hearing and / or speaking needs: 1-800-q47-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 28060l) Harrisburg) PA 17128-0601, phane (717) 787-6SOS. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (52) discount of the tax paid is allowed. PENALTY: The 1SZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, ar nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January l, lg&2 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 1982 20X .000548 1988-1991 112 .D00301 2001 1983 162 .000438 1992 92 .000247 2002 1984 112 .000301 1993-1994 72 .000192 2003 1985 132 .000356 1995-1998 92 .000247 Z004 1986 IOZ .000274 1999 72 .000192 1987 92 .000247 2000 82 .000219 Interest DaiXy Rate Factor 92 .000247 62 .000164 52 .000137 42 .000110 --Xnterest is caXculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Marguerite L. Morris Date of Death: April 7, 2003 Will No. 21-03-0336 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. Did the personal representative file a final account with the Court? Yes No X Filed Family Settlement b. The separate Orphans' Court No. (if any) for the personal representative is: Co do Date[))7-~ .~i:.. r2U . Did the personal representative state an account informally to the parties in interest? Yes X No Copies of receipts, releases, joinders and approvals of formal or informal acgounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ,2004 Patricia R. Brown, Esq. 10 West Pomfret Street Carlisle, PA 17013 Phone: 717-249-3024 Capacity: Counsel for personal representatives BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 180601 HARRISBURG, PA 17118-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLO#ANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX PATRICIA R 'iiWow4Et~s~0 All :22 10 W POHFRET ST CARLISLE (.,,.6j?~ iPA .1701~ ,-' C[~mb~r~o Co., PA DATE 02-2q-200~ ESTATE OF HORRIS DATE OF DEATH 0~-07-2005 FILE NUHBER 21 COUNTY CUHBERLAND ACN 101 Amount Raai~:tad REV-15¢i7 EX AFP ID'I-OS) HARGUERIT L HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUH]iERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'* RETAIN LONER PORTION FOR YOUR RECORDS -~ REV-1547 EX AFP [01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF HORRIS HARGUERTT L FILE NO. 21 03-0:~36 ACN 101 DATE OZ-ZR-ZO0~. TAX RETURN NAS.' (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSK APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B} (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) ~. Nortgages/No~es Receivable (Schedule D) (~) 5. Cash/Bank Daposits/Hisc. Personal Propar~y (Schedule E) ($) 6. Jointly O~ned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H) (9) 10. Dabts/Hor~gege Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Net Value of Tax Return 201101.59 .00 1012S8.95 158151~.69 .00 .00 NOTE: To insure proper credit to your account, subait the upper portion .00 of this fora wl*h your tax payaent. (8) $~,113.81 13. 1~. NOTE: 188,655.21 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADD/TZONAL INTEREST. TAX CREDITS: PAYHENT I RECEIPT DATE NUNBER 07-02-2005 CD002758 . O0 X O0 = . O0 151,711.85 X OR5= 6,827.0:~ . O0 x 12 = .00 · 00 X 15 = . O0 (19)= 6,827.05 DISCOUNT (+) INTEREST/PEN PAID (-) 3ql .35 ANOUNT PAID 8,650.00 TOTAL TAX CREDIT J 8,991.$5 J BALANCE OF TAXDUEI Z,16q.$2CR I INTEREST AND PEN. J .00 TOTAL DUE I 2,16~.$2CR ( ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT ZS REI~JZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT- (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZNSTRUCTZONS.)-~ ASSESSHENT OF TAX: 15. Amount of Line 1~ at Spousal rate (15) 16. Aaount of Line 1~ taxable at Lineal/Class A rate (16) 17. Amount of Line 1~ at Sibling rata (17) 18. Aaount of Line 1~ taxable at Collateral/Class B rate (18) 19. Principal Tax Due Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . O0 Net Value of Estate Sub5ec~ to Tax (lq) 151,711.8S If an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that lnclude the total of ALL returns assessed to date. 2~829.57 (11) 36.943.38 (12) 151,711.83 RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or for years, the Commonaaalth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes at the taaful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check ar money order payable to: REGISTER OF #ILLS, AGENT A refund of a tax credit, which mas not requested on tho Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office of the Register of Rills, any of the ZS Revenue District Offices, or by calling the special 2~-hour answering service for fores ordering: Z-BOO-S6Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~7-30Z0 (TT only). Any party in interest not satisfied ~ith the appraisement, allowance, or disalloeance of deductions, or assessment af tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctabte errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is alloeed. The 15Z tax amnesty non-participation penalty is computed on tho tatar of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This nan-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has bean assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to tho date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .OOgl6~. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Yea.~r Rate Factor 1982 201 .000S~8 1987 9Z . O00Zq7 1999 7Z . OOO19Z 1983 16Z .000~38 1988-1991 llZ .000301 ZOOO 82 .000Z19 198~ Z1Z .000301 199Z 9Z . OOOZ~7 ZOOl 9Z .0002~7 1985 13Z .000356 1995-199~ 77. .OOOZgZ 2002 62 .OOO16~ 1986 lOX .O0027~ 1995-1998 92 .OOOZ~7 2003 52 .000157 --Interest is calculatad as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUNBER OF DAYS DBLTNQUENT X DATLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated.