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HomeMy WebLinkAbout01-0445 Estate of CATHERINE V. MORRISON also known as Register of Wills of CUMBERLAND County, Pennsylvania PETITION FOR GRANT OF LETTERS No. 21-01- ~5 , Deceased Social Security No. 197 -10 - 7151 RICHARD G. MORRISON Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW) [K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or the Decedent, dated 12/31/1996 and codicil(s) dated None / / named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: NONE o B. Grant of Letters of Administration (c.I.a.; d.b.n.c.l.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his/her last family or principal residence at 1303 N. PITT STREET, BOROUGH OF CARLISLE (list street, number, and municipality) Decedent,then~yearsofage,died 04/19/2001 at CARLISLE HOSPITAL, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in PAl Personal property in Pennsylvania (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania 60,000.00 $ $ $ $ 50,000.00 1303 N. PITT STREET, CARLISLE, PA 17013 situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the riate form to the undersi ned: Si nature RICHARD G. MORRISON 735 TRISTAN TRAIL, CHAMBERSBURG, PA 17201 1(0- JJ.8' - II Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of th' D~'d'nI. P,"'on",) wm w'" and ""'y admlni~'~O'dlng to law. . Swom to o,,",m,d and "b",lb,d J" ~ !!t:c~ - R..D / I CHAR G. MOR SON before me this ~ day of (Y)A'-I , 200 I '~C'~~tU ..~ .. Fo' lh; ";'g.VI~ No 21-01- lfM5 t - Estate of CATHERINE V. MORRISON Deceased Social Security No: 197-10-7151 Date of Death: 04/19/2001 AND NOW, 4- 11+ m A '-/ , l:QQ.L, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary D Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to RICHARD G. MORRISON 12/31/1996 / / in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. Short Certificate(s). $ 235.0fJ 12.01) $ ~Q~vm . Register of Wills FEES Letters. . . . . . . Attorney: ROGER M. MORGENTHAL, ESQUIRE Renunciation. $ Affidavits ( $ I.D. No: 17143 FISHMAN & MORGENTHAL 95 ALEXANDER SPRING ROAD SUITE 3 CARLISLE, PA 17013 Extra Pages ( & ) . $ 15.00 Address: Codicil. . $ JCP Fee. $ ...s.on Telephone: 717/249-6333 CA LL Arf'-{ . Inventory. $ Other . $ TOTAL. $ 2(;1. (JV Prepared by the Pennsylvania Bar Associa1ia" 8_fw',II!::tlll ~(;) I~~b tonnsoftware only CPSystems, Inc. Form RW-1 (1991) HI05.80) REV 9/8(1 This is to certify that the information here given is correctly copied fran: an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~.~....~. ~~~ Local Registrar Fee for this certificate, $2.00 p 7248420 APR 2 3 2001 Date H105.143 R..... 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH liNT ENT HK NAME OF DECEOENT (First. Middle. La) 1. Catherine V. AGE (Last BintIday) UNDER 1 YEAR _ 0010 Morrison UNDER 1 DAY ...... lotInut_ SEX 2. F STATE FILE NUMBEFI SOCIAl. SECURITY NUMBEFI 3. 197 - 10 BIRTHPLACE (City ar.d Stale or Fore.gn Counlty) 87 Vr>. ="'10 5. COUNT'Y OF OERH ~i .... Cumberland DECEDENT'S USUAl. OCCUPRION (~~ot~~::~:1 ".. Schoo1 Teacher "..Public Schools DECEDENT'S MAtUNG AOOAESS(Slreet, CifyfTown. State. Zip Code) DECEDENT'S ACTUAL RESIDENCE (See""""""'" on other Sldel Ie. Carlisle Boro. KINO OF BU$INESSl1NOUSTRY MARfTAL STATUS. Mam.d Never Marr~. Widowed, -- 1.. Wicbwed SUFMVINQ SPOuse (II...... QMt mat08n namel 1303 N. Pitt Str. ...Carlisle, PA 17013 FATHER'S NAME (First. Middle. L.atl) 11. Mervin - Raudabaugh INFOAMN{T'S NAME <!YP81Prinl'l .... R1Chard G. Morrison METHOD OF OISPOSlTtON _~ c......,...o ""*- 11.. Slate l>d ......... IMin. Cumberland -..' l1d.~ :;"'-=.'::::'ot MOTHER'S NAME {First. Middle. Malden Surname) ... Carrle - Martin INFORMANT'S MAtUNG ADDRESS (Sfreel, CittfTown, State. lip Codel .... 735 Tristan Trail, Charnbersburg, PA 17201 PLACE OF D4SPOsmoN. Name of Cemetery. C(~lory LOCATION. Cityl'Tovrln. Stal.. Zip Coc>> ..01...,...... Cumberland County "c. Mt. "d. Monroe ., PA NAME AND AOORESSOF FACIUT'Y 22c~ing Brothers Funeral Carlisle, LICENSE NUMBER DAfE SIGNED ..... LJS" aJ!:lC()-- L :~i/l~/L Wl.S CASE REFERRED TO MEDICAL EXAM1NERlCORONER? ....0 _. 17b. Cou Carlisle city~. _0 21a. SIGNATURE OF PA 17013 /9. Zoo I Acv -r-c; M'to e~o r Y\-t.. DUE TO (OR AS A CONSEOUENCE OF): I-N ~<:. Pc,"" ... IApproximate '-- :0l'IMI ancIdeath I I /'YI/lJIJ~:::' ~ PART II: Oth<< signif\canl condItionI COl"Itt'itUing to dell1h. but I'IOl: """"in; in 1M undIMtytng cauM giwn in PART I. 5e-I2uJt,C 1> 1 50-.1.. il E:>L t .. c. d. WERE AU10PSY FtNOINQS A\WLABLE PRIOR 10 COMP\.ET1ON OF CAUse OF DEATH' OUE 10 (CIA AS A CONSEOUENCE Of): DUE 10 lOA AS A CONSEQUENCE Qf), _0 MANNER OF DEATH H_ B"" Homicide 0 -..... 0 Pending Investigation 0 ........ 0 Could noI be detennined 0 DATE OF INJURY (Man"'. Day, '$ar) TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. .... 0 HoD a.. 2ft. CERTlftEflllCh<<:;k only onel -CERTIFYING PHYStClAN (Physaoen Cer111ying cause of death wtlen anOhlr ph'fSICian has pronounced dealh ana completed "em 23) TO....beetot""~..,.ad'loceurredduelothecaUH(.J.ndm.nne'..st.'",......,. ......,.... ...... ..... ... . .... PLACE OF INJURY. AI ham., farm. stteel.lactoIy. office ......,......(-, .... ... _OHo HoB" o OATE SIGNED (MonIrl. Oay. Yearl 210. I? 'i - -21 - Cl / .PRONOUNONG AND CERTIFYING PHYStClAN (PhySiCIan belh ;)fonOUn::lr"9 aeath and Cel'ltfy.ng 10 cause ol dealtl) To thebeost ot my kno.~e. dead'l occurred al theltlne. dale. and place, .nddueIOlhecau..(s)and mann.r..ataled............ -MEDtCAL EXAMINER/COAONER On the balil of .xamln"'on andJor Investigation. In my opinion, d..th occurred.1 the tlm.. dale, Ind piace, and duelo the cause(l) and mennerustated......................... ....... ..... .......... ........ ..... ...... .........."..,..... 31.. REGISTRAR'S SIGNATURE ANO .....0 / 7 (J"3 A. ~.~~ I~\I~\PI ~~ ~3 dOC \ 33. c: Iwp51 IWillslMorrison.CVlsmr 1Ea5t lIill anb Wtslamtnl OF CATHERINE V. MORRISON I, CATHERINE V. MORRISON, of 1303 North Pitt Street, Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me. SECOND: I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of my estate as a part of the administration of my estate. FOURTH: I give, devise and bequeath the remainder of my estate, of every nature and wherever situated to my son, RICHARD G. MORRISON, provided he survives my death. Should my son, RICHARD G. MORRISON, fail to survive my death, his share should be distributed to his son (and my grandson), RICHARD G. MORRISON, JR. FIFTH: All income or principal held for the use and benefit of the beneficiaries of this Estate shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, while in the possession of my personal representative, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations under process of law. (~, J()f c:\wp51 \Wills\MorrisOII.CV\smr SIXTH: Should any legatee or beneficiary of my estate challenge or contest this Last Will and Testament or any provision thereof, I direct that he or she shall thereby forfeit his or her right to any bequests or devises designated to be distributed to him or her by virtue of this Will. In such a case, distribution of my estate shall be made as though the legatee or beneficiary challenging or contesting this Will or any of its provisions had predeceased me without leaving issue to survive him or her. SEVENTH: I nominate and appoint my son, RICHARD G. MORRISON, as Executor of this my Last Will and Testament. Should he fail to qualify or cease to serve in that capacity, I nominate and appoint my grandson, RICHARD G. MORRISON, JR., as substitute Executor. EIGHTH: I direct that my personal representative shall not be required to file any bond or other security in any jurisdiction to secure the faithful performance of her or its duties nor be required to obtain any order or approval of any Court for the exercise of any power or discretion set forth in this Will. NINTH: In addition to the powers conferred by case-law, by statute and by other provisions of this Last Will and Testament, my Executor, and any successor in that capacity shall have the following discretionary powers applicable to all real and personal property held by him, which powers shall be effective without Order of any Court and which shall exist and continue until the time of actual distribution: A. To retain any property of any nature received by him for whatever period he shall deem advisable; B. To invest and reinvest all or any part of the assets of my Estate without regard to statutes limiting the property which a fiduciary may purchase; C. To sell, transfer, exchange or otherwise dispose of, any part of the assets of my Estate, for cash or on terms, publicly or privately, or to lease, without liability on the purchasers to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; C.- Vr b 2 c:\wp51 \Wills\MomsOll.CV\smr D. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of this Will; E. To borrow money, if necessary to facilitate the administration and closing of my Estate, including the right to borrow money from any bank, and to mortgage or pledge any asset of the estate as security; F. To loan to, and to purchase assets from, my estate, even if he is also acting as Executor thereof. G. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and similar incidents or matters in the absence of information deemed reliable without liability for disbursements made on such assumption; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money, considering of course the reasonable wishes of the beneficiary. Distribution in kind shall be made at the appraised value of the property distributed, as it is set forth in the inheritance tax return filed in my Estate; I. To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder; and to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; K. To compromise claims; L. To continue for whatever period of time my personal representative shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I would have done had I been living; M. To do all other acts in his judgment necessary or desirable for the proper management, investment and distribution of the assets of my Estate. ~(~ I} 3 c: \wp51 \ Wills\Momsoo.CV\smr TENTH: My Executor should be aware that certain items, including many tools, a tractor, a lawn mower, a used office safe, large tool chest and similar items which may be located on one side of my garage at my residence have been the property of my son, RICHARD G. MORRISON, since two years before his father's death in 1992 and are only being stored there. IN WITNESS WHEREOF, I hereunto set my hand and seal this J /.s -;- day of --J)o /U2.A-tJ k ,1996. /7#; /1 ./ f CATIlERINE V. MORRISON SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 17M fM~ 'J~J'd/\ 111 /;Zl?iJ.lA/ I 4 c:\wp51 \WilIs\Morrison.CV\smr COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND I, CATHERINE V. MORRISON, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by CATHERINE V. MORRISON, the Testatrix, this ~ I 4+ day of;i;)JL ex/v1'\. kJ..-tJ-l.-.. , 1996. "- ~.. ~J...~~L.R -m .J.~. Notary Pubh . NOTARIAl. SEAL MERLENE MARHEVKA. NolaIy Nllic Carlisle. Cumberland County, PI. My Comm~ion Expires 818198 5 c:\wp51 \Wills\Morrison.CV\smr COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND We, Roqer M. Morqenthal and Susan M. Ramsey , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we are present and saw Testatrix, CATHERINE V. MORRISON, sign and execute the instrument as her Last Will, that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Roger M and Susan M. Ramsev , witnesses this Mnrgpnt-h<'ll 31!';t- day of December ,1996. .~t1Mt1~ Witness NOTARIAL SEAL MERLENE MARHEV1<A. Notary Plillic Carlisle. Cumbel1and County, Pa My Commission Exp\l$s 618Jge 6 E. - CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: CATHERINE V. MORRISON Date of Death: APRIL 19. 2001 Estate No.: 21-01- ~4-G To the Register: I certify that notice of the beneficial interest 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 MAY 4. 2001 Name Address Richard G. Morrison 735 Tristan Trail, ChambersburQ, PA 17201 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: Mav 4. 2001 (huM~ Signature FISHMAN & MORGENTHAL Name Roqer M. Morqenthal . Esquire. #17143 Address 95 Alexander Sorinq Road. Suite 3 Carlisle, PA 17013 Telephone (717) 249-6333 Capacity: _ Personal Representative ..lL Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MORGENTHAL ROGER M 95 ALEXANDER SPRING RD SUITE 3 CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 197-10-7151 FILE NUMBER: 21-2001- 0445 DECEDENT NAME: MORRISON CATHERINE V DATE OF PAYMENT: 07/19/2001 POSTMARK DATE: 07/16/2001 COUNTY: CUMBERLAND DATE OF DEATH: 04/19/2001 NO. CD 000063 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,500.00 I I I I I I I I TOTAL AMOUNT PAID: $4,500.00 REMARKS: ROGER MORGENTHAL ESQ CHECK# 1027 SEAL INITIALS: PB RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERIT ANCE AND EST ATE TAX OFFICIAL RECEIPT FISHMAN STEVEN J ESQUIRE 95 ALEXANDER SPRING RD SUITE 3 CARLISLE, PA 17013 _n__n_ fold ESTATE INFORMATION: SSN: 197-10-7151 FILE NUMBER: 2101-0445 DECEDENT NAME: MORRISON CATHERINE V DATE OF PAYMENT: 06/09/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/19/2001 NO. CD 002655 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,828.91 I I I I I I I I TOTAL AMOUNT PAID: $1,828.91 REMARKS: RICHARD G MORRISON C/O STEVEN J FISHMAN ESQUIRE CHECK# 1001 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1S00 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FilE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0445 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER MORRISON, CATHERINE V. 197-10-7151 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 04/19/01 12/10/1913 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK ~' Original Return ~. Supplemental Return B (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future In1erestCompromise 5. Federal Estate Tax Return Required {date of deatt\ after 12-12-:52\ PRIATE 6. Decedent Died Testate 7. Decadent Maintained a LIving Trust 0 8. Total Number of Safe Deposit Boxes (AttachcopyofWillj (Attach acopyofTrustl BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec, 9113(A) 12-31-91 and 1-1-95) (Attach Sch 0) ;fi\!$#;ijij:ttjQi(MQIrt!i\$Q_U\l~;l\tt;$;\Qijij__li\j$iJ;QQij_mlIAli!tA%j"lffiji'lMAjjQj;ji$IlQliU!!r~:l)IR~miiTQi NAME COMPLETE MAILING ADDRESS COR- STEVEN J. FISHMAN, ESQUIRE 95 ALEXANDER SPRING ROAD RE- FIRM NAME (If Applicable) SUITE 3 SPON DENT SALZMANN , DePAOLIS & FISHMAN , P.C. CARLISLE, PA 17013 TELEPHONE NUMBER 717-249-6333 .. 8'FFIC~ONLY 1. Real Estate (Schedule A) (1) 95,OOO~1Ji 2. Stocks and Bonds (Schedule B) (2) N6he 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NlIDe e . z 4. Mortgages & Notes Receivable (Schedule D) (4) NQhe I 5. Cash, Bank Deposits & Miscellaneous Personal \D Property (Schedule E) (5) 77 , 818','80 2 6. Jointly Owned Property (Schedule F) 0 .'j-' 0 Separate Billing Requested (6) NGhe b Q:) RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) None 8. Total Gross Assets (total Lines 1-7) (8) 172,818.80 9. Funeral Expenses & Administrative Costs (Schedule H}(9) 15,660.07 --.- 11,516.18 10. Debts of Decedent, Mortgage Liabilities, & Liens(Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 27,176.25 12. Net Value of Estate (Une 8 minus Line 11) (12) 145,642.55 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Line 13) (14) 145,642.55 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Lille 14taxableatthe spousal tax rate, or transfers under Sec. 9116 {al(1,'Z) X .0 (15) TAX 16. Amount of Line 14 taxable at lineal rate 145,642.55 X .0 45 (16) 6,553.91 0.00 - COMPU- 17. Amount of Une 14taxable at sibling rate X .12 (17) 0.00 TATION 18. Amount of Line 14 taxable at collateral rate 0.00 x.15 (18) 0.00 19. Tax Due (19) 6,553.91 20. 0 l(:;ljeeKij~'!1yPtirAR$ij$Qll!t,$U~Aij~!Ipi:lljAijQ~R!iA'(M(\;1fl1 He- d-~'8- II 1- . . ................. ........................iW~;;.S!)!l"TQ}\N$W!;RiAq;...!;!I;!E$!J:ONl!PNil'A@e'ZANiilH'{!;P\;.\liGllU;1AT\;.\M;;' ................................... ... o PA15001 NTF 29755 Copyright 2000 GreatlandlNelco LP - Forms Software Only PA REV-1500 EX (6-00) Page 2 Decedent's Complete Address: STREET ADDRESS 1303 N. PITT STREET CITY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 6,553.91 4,500.00 225.00 Total Credits (A + 8 + C) (2) 4,725.00 3. Interest/Penalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 1,828.91 (5A) 0.00 (58) 1. 828. 91 Total Interest/Penalty (0 + 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 Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT ~~~~~~~~~!~~+~~~~cc~!i~~~~~~+l~'~~~~~i!Bi!~~~;\~~I~+~~k!~~~~~ik+~~t~6~~I 1. Yes No ~ I 8 ~ 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 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 1ar" 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? . . . . . , . .. ....,....... . . . . . . . . . . . . . . . . . , . . . . . . . .. 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 information of which preparer has anv knowleckle. _ __ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETUR DATE ~ ~ 1:'$ ~ ADDRESS See Schedule attached SIGNATURE v, l'no~~:~~TATIVE ADDRESS 95 ALEXANDER SPRING RD., SUITE 3, CARLISLE, PA 17013 DATE cNt[) .....-.:.;':.'.:':-'-:.:.,,:.,.:-:.:.,,:.:-:':-'..,'... F';~-"d~t~~:';td-~~t:h";ii-"~'~-~f"t'~~:-J~'i'y':':{"\'99'4:'~'~'d"'b'~f"~'~:~:-j~~:~:~:~'Y:'1":-:-;\j'9rTh:~:-t~'~':~~t';Y~~-~'~~'d"'~:~:~h:~";~'~'t:'~~i:~'~:-gn;~~-~'t'~~'~':t~,:.~tf~'/t'h:~':~~-~' :~:nh';~:;~'~~i~i'~'~-:~;:~~'~'~-:i:~:':F/~':"'" [72 P.S.II 9116(a)(1.1)(i)). For dates of death on orafter January 1, 1995, the tax rate is imposed on the net value of transfers to orfor the use of the surviving spouse is 0% [72 P.S. Ii 9116 (a}(1.1)(ii)]. The statute nOR" not p.XAnmt a transfer to a surviving spouse from ta.x, 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 adoptlve p.arent. or a stepparent of the child is 0"/" [72 P.S.1I9116(a)\1.2)). The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. g 9116(1.2) [72 P.S. e 9116(a)(1)]. The tax rate imposed on the net value of tra.nsfers to or for the use 01 the decede~t's siblings is 1'2% 'i72 P.S. 1191 1a(aX1.3)). A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood oradoption. o PA15002 NTF 29756 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate of: CATHERINE V. MORRISON 21-2001-0445 The following person(s) are signing the return as representative(s) of the estate: RIOlARD G. MORRISON 735 TRISTAN TRAIL OIAMBERSBURG, PA 17201 RE\HS02 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CATHERINE V. MORRISON SCHEDULE A REAL ESTATE FILE NUMBER 21-2001-0445 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 REAL ESTATE PREMISES 1303 N. PITT STREET. CARLISLE. CUMBERLAND COUNTY. PENNSYLVANIA 95.000.00 TOTAL (Also enter on line 1, RecapitUlation) $ (If more space is needed, insert additional sheets of the same size) 95.000.00 7 CPA21 NTF 10904 Copyright Forms Software Only, 1997 Nelco, Inc. REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CATHERINE V. MORRISON SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FI~E NUMBER 21-2001-0445 Include proceeds of litigation & date proceeds were received by the estate. All oron, lolntlv-owned with rlaht of survivorship must be disclosed on Sch. F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 OJECKING ACCOUNT NO. 429317 AT M&T BANK, CARLISLE, PA, INCLUDING ACCRUED INTEREST 11. 774.03 2 OJECKING ACCOUNT NO. 20065243 AT WAYPOINT BANK, CARLISLE, PA, INCLUDING ACCRUED INTEREST 12,326.77 3 CERTIFI~.TE OF DEPOSIT NO. 8010006414 AT WAYPOINT ~~, CARLISLE, PA, INCLUDING ACCRUED INTEREST 15,608.98 4 SAVINGS ACCOUNT NO. 198261-00 AT MEMBERS 1ST FEDERAL CREDIT UNION, CARLISLE, PA, INCLUDING ACCRUED INTEREST 50.67 5 CERTIFICATE OF DEPOSIT NO. 198261-40 AT MEMBERS 1ST FEDERAL CREDIT UNION, INCLUDING ACCRUED INTEREST 20,067.86 6 PERSONAL PROPERTY AS APPRAISED BY CARL E. OCKER, AUCTIONEER, AS SHOWN ON ATTACHED PAGE 1.975.00 7 REMAINING PERSONAL PROPERTY SOLD AT AUCTION BY CARL E. OCKER, AUCTIONEER, INCLUDING AUTOMOBILE, NET OF COMVlISION 16,015.49 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 77,818.80 7 CPA81 NTF 10908 Copyright Forms Softwan:! Only, 1997 Nelco, Inc. REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CATHERINE V. MORRISON SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2001-0445 Debts of decedent must be reDorted on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 JAMES GINGRICH JVlElVDRIALS, GRAVESTONE INSCRIPTION 90.00 2 EWING BROS. FUNERAL HOME, CARLISLE, PA 7,216.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Representative(s) RI01ARD G. MORRISON Social Security Number(s)/EIN No. of Personal Representative(s) Street Address 735 TRISTAN TRAIL City CJWIIBERSBURG State PA Zip 17201 Year(s) Commission Paid: 2. Attorney Fees Name: SALZMANN , DePAULIS & FISHMAN 4,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 0.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 See Schedule attached Total fran continuation page (s) 3,854.07 TOTAL rAlso enter on line 9, Recapitulation) $ 15,660.07 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) Estate of: CATHERINE V. MORRISON SCHEDULE H, PART B -- Administrative Costs Item No. Description 7 REGISTER OF WILL, PROBATE FEES AND SHORT CERTIFICATES 8 CUMBERLAND LAW JOURNAL, ADVERTISING LETTERS 9 THE SENTINEL, ADVERTISING LETTERS 10 CARL E. OCKER, AUCTIONEER, APPRAISAL FEE FOR PERSONAL PROPERTY 11 DIVERSIFIED APPRAISAL SERVICES, REAL ESTATE APPRAISAL 12 REGISTER OF WILLS, FILING INHERITANCE TAX RETURN 13 REGISTER OF WILLS, RESERVE FOR ACCOUNTING 14 RECORDER OF DEEDS, RESERVE FOR RELEASES, 15 EXECUTOR, RESERVE FOR MISCELLANEOUS CLOSING EXPENSES 16 EXECUTOR, RESERVE FOR DEFENSE OF THREATENED EXCEPTIONS TO ACCOUNTING BY BONNIE AND JAMES HARE, DECEDENT'S DAUGHTER AND SON-IN-LAW, FOR ITEMS CLAIMED AS SET FORTH IN SCHEDULE I TOTAL. (Carry forward to main schedule) . . . . . . Page 2 21-2001-0445 Arrount 267.00 75.00 97.07 50.00 250.00 15.00 450.00 50.00 100.00 2,500.00 3,854.07 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CATHERINE V. MORRISON Include unreimbursed medical expenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21-2001-0445 DESCRIPTION AMOUNT 1 RWC CORPORATION, STATEMENT FOR HEALTH CARE SERVICES 46.72 2 REINFORD LANDSCAPING, STATEMENT FOR YARD CARE FOR DECEDENT 815.14 3 PP&L, ELECTRIC SERVICE FOR DECEDENT 279.56 4 AGNAY ENERGY PRODUCTS, STATEMENT 296.30 5 BANKCARD SERVICES, CREDIT CARD BILL 27.90 6 BOROUGH OF CARLISLE, WATER AND SE\VER BILL 281.18 7 McCORKEL CONSTRUCTION SERVICES, STATEMENT FOR WORK DONE FOR DECEDENT 1.957.50 8 SPRINT, TELEPHONE BILL 202.56 9 CARLISLE HOSPITAL, HEALTH CARE STATEMENT 5.00 10 STATE EMPLDYEES' RETIREMENT SYSTEM, AMOUNT OVERPAID TO DECEDENT 20.30 11 RESERVE FOR DISPUTED CLAIM BY JAMES HARE, DECEDENT'S SON-IN-LAW, FOR ITEMS ALlEGED TO HAVE BElDNGED TO HIM BUT RETAINED IN DECEDENT'S CUSTODY (VALUES AND OWNERSHIP STATUS ARE DISPUTED BY EXECUTOR) 6,500.00 12 THCMAS R. FITZPATRICK & SON, PLUMBING SERVICES 925.64 13 KEMPER INSURANCE, AUTOMOBILE INSURANCE 140.00 14 CARLISLE IMAGING ASSOC., STATEMENT FOR HE.'\LTH CARE SERVICES 18.38 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 11,516.18 Copyrigh1 Forms Soiiware Only, 1997 Nelco, Inc. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES CATHERINE V. MORRISON No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 RICHARD G. MORRISON 735 TRISTAN TRAIL CHAMBERS BURG , PA 17201 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SON 21-2001-0445 AMOUNT OR SHARE OF ESTATE 145,642.55 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 Copyrighi. F1:lrms So1\ware Only, 1997 Ne1co, Inc. (If more space is needed, insert additional sheets of the same size) Estate of: CATHERINE V. MORRISON SUMMARY OF AUJJCATIONS TO BENEFICIARIES Taxable at lineal rate RICHARD G. MORRISON 145,642.55 21-2001-0445 I c:\u.p51\Wills\Morriscn.CV\smr -I" .'.. '1'1., ::::>~ ~ s<:C :z 0. ~'\ ) Qj -.....t d ~ -,.', <::::J .. 1EClst Jlfi11 Club UftstClttUnf "'" OF CATHERINE V. MORRISON I, CATHERINE V. MORRISON, of 1303 North Pitt Street, Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me. SECOND: I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of my estate as a part of the administration of my estate. FOURTH: I give, devise and bequeath the remainder of my estate, of every nature and wherever situated to my son, RICHARD G. MORRISON, provided he survives my death. Should my son, RICHARD G. MORRISON, fail to survive my death, his share should be distributed to his son (and my grandson), RICHARD G. MORRISON, JR. FIFTH: All income or principal held for the use and benefit of the beneficiaries of this Estate shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, while in the possession of my personal representative, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations under process of law. ,/.' ~I !y'i ,.I' " , , c:\wp51 IWl11s\Momsoo. CV\smr SIXTIf: Should any legatee or beneficiary of my estate chal1enge or contest this Last Wi11 and Testament or any provision thereof, I direct that he or she shan thereby forfeit his or her right to any bequests or devises designated to be distributed to him or her by virtue of this Will. In such a case, distribution of my estate shaJ1 be made as though the legatee or beneficiary challenging or contesting this Will or any of its provisions had predeceased me without leaving issue to survive him or her. SEVENTH: I nominate and appoint my son, RICHARD G. MORRISON, as Executor of this my Last Will and Testament. Should he fail to qualify or cease to serve in that capacity, I nominate and appoint my grandson, RICHARD G. MORRISON, JR., as substitute Executor. EIGHTH: I direct that my personal representative shall not be required to file any bond or other security in any jurisdiction to secure the faithful performance of her or its duties nor be required to obtain any order or approval of any Court for the exercise of any power or discretion set forth in this Will. NINTH: In addition to the powers conferred by case-law, by statute and by other provisions of this Last Wi11 and Testament, my Executor, and any successor in that capacity shall have the fol1owing discretionary powers applicable to aJ1 real and personal property held by him, which powers shall be effective without Order of any Court and which shall exist and continue until the time of actual distribution: A. To retain any property of any nature received by him for whatever period he shal1 deem advisable; B. To invest and reinvest all or any part of the assets of my Estate without regard to statutes limiting the property which a fiduciary may purchase; C. To sel1, transfer, exchange or otherwise dispose of, any part of the assets of my Estate, for cash or on terms, publicly or privately, or to lease, without liability on the purchasers to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; C!. ,- Vr lie 2 c:\wp51\Wills\Morrison.CV\smr D. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of this Will; E. To borrow money, if necessary to facilitate the administration and closing of my Estate, including the right to borrow money from any bank, and to mortgage or pledge any asset of the estate as security; F. To loan to, and to purchase assets from, my estate, even if he is also acting as Executor thereof. G. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and similar incidents or matters in the absence of information deemed reliable without liability for disbursements made on such assumption; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money, considering of course the reasonable wishes of the beneficiary. Distribution in kind shall be made at the appraised value of the property distributed, as it is set forth in the inheritance tax return filed in my Estate; I. To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder; and to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; K. To compromise claims; L. To continue for whatever period of time my personal representative shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I would have done had I been living; M. To do all other acts in !lis judgment necessary or desirable for the proper management, investment and distribution of the assets of my Estate. e,~/L 3 c:\wp51 \Wills\Morrisoo.CV\smr TENTH: My Executor should be aware that certain items, including many tools, a tractor, a lawn mower, a used office safe, large tool chest and similar items which may be located on one side of my garage at my residence have been the property of my son, RICHARD G. MORRISON, since two years before his father's death in 1992 and are only being stored there. IN WITNESS WHEREOF, I hereunto set my hand and seal this J /.d- day of --1)0 .L0m lu-... , 1996. ~ CATHERINE V. MORRISON SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: ~ JVlP1~ <' ';Jt'~~-11 ,/;:1 hI7lZ(]{ Ii I 4 c:\wp51 \WilLs\Monison.CV\smr COMMONWEALTH OF PENNSYLVANIA 55. COUN1Y OF CUMBERLAND I, CATHERINE V. MORRISON, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by CATHERINE V. MORRISON, the Testatrix, this ~ I ,(1,:/ day ofrl:J...H~..t,...ir)\ hLl-... . 1996. LrkrAQO'~'~ Notary Pubh NOTARlAl.laI. MERliNE MARHEVIC1, NaWy PUlIic CatIsIo.-..sCotn'l, PI. My Comm_E",*",_ 5 c:\wp51 \Wills\Morrison.CV\smr . . COMMONWEALTH OF PENNSYLVANIA 55. COUNlY OF CUMBERLAND We, Roqer M. Morqenthal and Susan M. R"m~"v , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we are present and saw Testatrix, CATHERINE V. MORRISON, sign and execute the instrument as her Last Will, that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by R~Pr M and Susan M. Ramsev , witnesses this MnrQ~n"'h;::l' 11~r day of December , 1996. ~t1Mc1~ , Witness NOTARIAl SEAL MEALENE MARHEYXA. NoIary P1A>I. CaltIIo,CUmbllllndCounty, P. My CommlllanEll>n.6M8 6 REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17126-0601 DECE- DENT CHECK APPRO- PRiATE BLOCKS COR- RE- SPON DENT RECA- PITULA- TION TAX COMPU- TATION o PA15001 17 -d-d- ~- 1/ c/ oK OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 2001 0445 YEAR NUMBER COUNTY CODE DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER MORRISON, CATHERINE V. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 04/19/01 I 12/10/1913 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 197-10-7151 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 1, Origlnal Return ~ 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received ~ 2. Supplemental Return 4a. Future Interest Compromise (date af death aHer 12-12-.82) 7. Decedent Maintained a LIving Trust (Attach acopyofTrust) 10, Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return B (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes 011. Election to taxunder Sec. 9113(A) (Attach Soh 0) ,'tt\!$~fiwluHl!i'i~P;N.li~ijJ$~;f~~I_I~if~ijNllQijMAtlbH$ilQlIU'ililljjijjiqriWtQj NAME COMPLETE MAILING ADDRESS STEVEN J. FISHMAN, ESQUIRE 95 ALEXANDER SPRING ROAD FIRM NAME (If Applicable) SUITE 3 SALZMANN, DePAULIS & FISHMAN, P.C. CARLISLE, PA 17013 TELEPHONE NUMBER 717-249-6333 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) 95,000.00 None None None OFFICIAL USE ONLY 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested (6) 77,818.80 None 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) None (8) 13 . 160 . 07 5,016.18 (11) (12) (13) 172,818.80 8, Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 10. Debts of Decedent, Mortgage liabilities, &liens(Schedule I) (10) 11. Total DeducUons (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for whIch an election to tax has not been made (Schedule J) 14. Net Value SUbJectto Tax (Line 12 minus Line 13) 18,176.25 154,642.55 None (14) 154,642.55 SEE iNSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amountof line 14taxable atthe spousal tax rate, or transfers under Sec. 9116(a)(1.2) x.O (15) 16. Amountof Line 14 taxable at lineal rate 154,642.55 x.o 45 (16) 17. AmQul'Itcflil'le14taxableats\bllngrate 0.00 x.12 (17) 18. AmountofLine14taxableatcollateralrate 0.00 x.15 (18) 19. Tax Due ... .' (19) 20. 0 IQijePkij$!~)l'tWPilAR~i!~!ll~*i!~fjp,.bFANQVI!llpAVM~lfti 6,958.91 0.00 0.00 6,958.91 ..............,.,..,...,.,...,.",...)!W~l!$Qi1etQAl'l$W~$l\!$QIiIl!$i1Ql'l$;P'N;~e.i;/Al'lp:$eCH~;M~tBi*I.............".'.' NTF 29755 Copyright 2000 Greatland/Nelco loP - Forms Software Only ~D PA REV-1500 EX (6-00) d 'C I Page 2 Dece ent s omDlete d ress: STREET ADDRESS 1303 N. PITT STREET CITY I STATE I ZIP CARLISLE PA 17013 Ad Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 6,958.91 4,500.00 225.00 Total Credits (A + B + C) (2) 4,725.00 3. InteresUPenalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 2,233.91 (SA) 0.00 (58) 2,233.91 Total Interest/Penalty (D + E) 4. If Une 2 is greater than Line 1 + Line $, enter the difference. This is the OVERPAVMENT. Check box on Page 1 line 20 to request a refund 5. \1 Une 1 + Line 3 is greater than Una 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 8, Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT }}~t~k~~!~g!~~~~~~8tt8!i~~~Ug~~18~~~~~1!8i~~!~;;~!;1!~~~~!~!8~!i~~~:~C82kg 1. 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 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, , 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 information of which re arer has an knowled e. SIGNATURE 0 ':tE~ON R SPOtjSI8LE FO ILING RETURN , )d'A ~ ADDRESS See Schedule attached PREPARER OTHER THAN REPRESENTA;IJ.VE m ShvenJ, hc,hrno.J\ Yes No ~ I 8 ~ D ~ DATE tJ 5'" t'; DATE 9/5 '{},j ADDRESS 95 ALEXANDER SPRING RD., SUITE 3, CARLISLE, PA 17013 ......."............:',.,.-.,...._'_............-,-.'.-.. ".--.,-,.,-:-;".:.":.;.",,:,,;,-:-,:,.:.,-:...,,..,.........:-:',.:.,',.:-:.";,:.,:',:.:'::,.;.,,.... .............,-,...,-,..:....-:-.,..... ,...."-,,.:..,.,. For' dates'o f"~:~:~:~:'::~"~;: ;ther Ju h/ '1; '1- 99'4 and - bef (; r'e - ja;ll"a;V~:;: i '9'95; , t-h '8" tax 'riite' {riif:j os e"d'b'ri':t ile' n ei vafu e' of' ir'ansfers' to' 0 r' f'o;:i h: ~::~:'~'b:ti~ ~'S'll':V(vi n 9 'sp 'au;; e -i's' 3o/D [72 P.S. Ii 9116 (al (1.1) (i)l. For dates of death on or a~ter January 1, '995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Ii 9116 (a) (1.1) (ii)]. The statute dnA'" nnt p'''.mnt 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 orafter 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 isO% [72 P.S.li9116(a)(1.21]. 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. Ii 9116(1.2) [72 P.S. Iii 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. Ii 9116(a)(1.311. Asibling is defined, under Seetlen 9102, as an individual who nas at least one parent in common with the decedent, whether by blood or adoption. o PA15002 NTF 29756 Copyright 2000 Greatland/Nelco I..P - Forms Software Only Estate of: CATHERINE V. MORRISON 21-2001-0445 The following person (s) are signing the return as representative (s) of the estate: RICHARD G. MORRISON 735 TRISTAN TRAIL CHAMBERSBURG, PA 17201 REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CATHERINE V. MORRISON SCHEDULE A REAL ESTATE FILE NUMBER 21-2001-0445 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 REAL ESTATE PREMISES 1303 N. PITT STREET, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA 95,000.00 TOTAL (Also enteron line 1, Recaoltulat\on) $ (If more space is needed, insert additional sheets of the same size) 95,000.00 7 CPA21 NTF 10904 Copyright Forms Software Only, 1997 Nelco, Inc. REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CATHERINE V. MORRISON SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-2001-0445 Include proceeds of litigation 8< date proceeds were received by the estate. All prop. Jointly-owned with rlaht of survlvorshlD must be disclosed on Sch. F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 CHECKING ACCOUNT NO. 429317 AT M&T BANK, CARLISLE, PA, INCLUDING ACCRUED INTEREST 11,774.03 2 CHECKING ACCOUNT NO. 20065243 AT WAYPOINT BANK, CARLISLE, PA, INCLUDING ACCRUED INTEREST 12,326.77 3 CERTIFICATE OF DEPOSIT NO. 8010006414 AT WAYPOINT BANK, CARLISLE, PA, INCLUDING ACCRUED INTEREST 15,608.98 4 SAVINGS ACCOUNT NO. 198261-00 AT MEMBERS 1ST FEDERAL CREDIT UNION, CARLISLE, PA, INCLUDING ACCRUED INTEREST 50.67 5 CERTIFICATE OF DEPOSIT NO. 198261-40 AT MEMBERS 1ST FEDERAL CREDIT UNION, INCLUDING ACCRUED INTEREST 20,067.86 6 PERSONAL PRCPERTY AS APPRAISED BY CARL E. OCKER, AUCTIONEER, AS SHOWN ON ATTACHED PAGE 1.975.00 7 REJVJAINING PERSONAL PROPERTY SOLD AT AUCTION BY CARL E. OCKER, AUCTIONEER, INCLUDING AUTOMOBILE, NET OF COMMISION 16,015.49 TOTAL {Also enter on line 5, Recanitulat\on\ $ (If more space is needed, insert additional sheets of the same size) 77,818.80 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco, Inc. REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CATHERINE V. MORRISON SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2001-0445 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION A. FUNERAL EXPENSES: AMOUNT 1 JAMES GINGRICH MEMORIALS, GRAVESTONE INSCRIPTION 90.00 2 EWING BROS. FUNERAL HOME, CARLISLE, PA 7,216.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's COmmissions Name of Personal Representative(s) RICHARD G. MORRISON Social Security Number(s)/EIN No. of Personal Representalive(s) 195 38 2974 Street Address 735 TRISTAN TRAIL City CHAMBERSBURG Stale PA Zip 17201 0.00 Year(s) Commission Paid: 2. 3. Attorney Fees Name: SALZMANN, DePAULIS & FISHMAN Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Slale Zip Relationship of Claimant to Decedent 4,500.00 0.00 4. Probate Fees 0.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 See Schedule attached Total from continuation page (s) 1,354.07 TOTAL (Also enler on line 9, Raeaollulallon' $ (If more space is needed, insert additional sheets of the same size) 13,160.07 7 CPA11 NTF10911 Copyright Forms Software Only, 1997 Nelco, Inc, Estate of: CATHERINE V. MORRISON SCHEDULE H, PART B -- Administrative Costs Item No. Description 7 REGISTER OF WILL, PROBATE FEES AND SHORT CERTIFICATES 8 CUMBERLAND IAW JOURNAL, ADVERTISING LETTERS 9 THE SENTINEL, ADVERTISING LETTERS 10 CARL E. OCKER, AUCTIONEER, APPRAISAL FEE FOR PERSONAL PROPERTY 11 DIVERSIFIED APPRAISAL SERVICES, REAL ESTATE APPRAISAL 12 REGISTER OF WILLS, FILING INHERITANCE TAX RETURN 13 REGISTER OF WILLS, RESERVE FOR ACCOUNTING 14 RECORDER OF DEEDS, RESERVE FOR RELEASES, 15 EXEClJIDR, RESERVE FOR MISCELLANEOUS CLOSING EXPENSES TOTAL. (Carry forward to main schedule) . . . . . . Page 2 21-2001-0445 Amount 267.00 75.00 97.07 50.00 250.00 15.00 450.00 50.00 100.00 1,354.07 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TI>!X RETURN RESIDENT DECEDENT ESTATE OF CATHERINE V. MORRISON Include unreimbursed medical exnenS8S. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21-2001-0445 DESCRIPTION AMOUNT 1 RWC CORPORATION, STATEMENT FOR HEALTH CARE SERVICES 46.72 2 RElliIFORD LANDSCAPING, STATEMENT FOR YARD CARE FOR DECEDENT 815.14 3 PP&L, ELECTRIC SERVICE FOR DECEDENT 279.56 4 AGWAY ENERGY PRODUCTS, STATEMENT 296.30 5 BANKCARD SERVICES, CREDIT CARD BILL 27.90 6 BOROUGH OF CARLISLE, WATER AND SEWER BILL 281. 18 7 McCORKEL CONSTRUCTION SERVICES, STATEMENT FOR WORK DONE FOR DECEDENT 1,957.50 8 SPRINI, TELEPHONE BILL 202.56 9 CARLISLE HOSPITAL, HEALTH CARE STATEMENT 5.00 10 STATE EMPLOYEES' RETIREMENT SYSTEM, AMOUNT OVERPAID TO DECEDENT 20.30 11 THOMAS R. FITZPATRICK & SON, PLUMBING SERVICES 925.64 12 KEMPER INSURANCE, AUTOMOBILE INSURANCE 140.00 13 CARLISLE IMAGING ASSOC., STATEMENT FOR HEALTH CARE SERVICES 18.38 7 CPA12 NTF 10912 TOTAL {Also enter on line 10, RecaDitulation) $ (If more space is needed, insert additional sheets of the same size) 5,016.18 Copyright Forms SoHware Only, 1997 NeIce, Inc. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES CATHERINE V MORRISON No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distribubons) 1 RICHARD G. MORRISON 735 TRISTAN TRAIL CHAMBERSBURG, PA 17201 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SON 21-2001-0445 AMOUNT OR SHARE OF ESTATE 154,642.55 -NTER DO" AR AMTS. FOR D1STRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 Copyright Farms Sa1tware Only, 19'<'1 Nelco, loco (If more space is needed, insert additional sheets of the same size) BUREAU OF INDIVIDUAL TAXES ZNHERTTANCE TAX DTVZSZOH DEPT. Z80601 HARRISBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RE¥-ISd7 EX AFP (01-05) STEVEN J FISHMAN ESQ SALZMANN ETAL 95 ALEXANDER SPRING R CARLISLE PA 17015 DATE 01-27-Z00~ ESTATE OF HORRISON BATE OF DEATH OR-19-ZO01 FILE NUMBER 21 01-0~5 COUNTY CUMBERLAND ACN 101 Amount Ramified CATHERINE V MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03} NOT:ICE OF :INHERITANCE TAX APPRA:ISEMENT, ALLONANCE OR D:ISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORRISON CATHERINE V F:ILE NO. 21 01-0~5 ACN 101 DATE 01-27-200~ TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS~ APPRATSED VALUE OF RETURN BASED ON.' SUPPLEMENTAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Sohodule B) 3. Closely Hold S~ock/Par~nershAp Interest (Schedule C) ($) 4. Nor~gagos/Notos RocoAvable (Schedule D) $. Cash/Bank DoposA:ks/Nisc. Personal Propert:y (Schedule E) 6. JoAn~ly Owned Propor~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Asset:s APPROVED DEDUCTIONS AND EXEMPT:iONS: 9. Funeral Exponsos/Adm. Cos~s/HAsc. Expenses (Schedule H) (9) 10. Debts/Hart:gage LAabA11~cAas/LAens (Schedule 1) (10) 11. To,al Deduc~Aons 12. No~ Value of Tax Ro~urn NO. 01 .00 NOTE: To insure proper · O0 crodA~ ~o your account, · O0 submA~ ~:he upper por~ion · 00 of ~hAs form wi~h your · O0 ~:ax payment:. .00 .00 15. 14. NOTE ASSESSMENT OF TAX: 15. Amoun~ of LAne 14 a~ Spousal rate 16. Amoun~ of Line 14 ~axabla a~ LAnoal/Class A rate 17. Amount of LAne 14 a~ SiblAng ra~e 18. Amoun~ of LAne 14 ~axable a~ Collateral/Class B re~e 19. PrAncApal Tax Due TAX CRED:ITS: PAYflENT ' REC~ZPT DATE NUNBER 07-16-2001 CD000065 06-09-2005 CD002655 12-05-2005 CD005299 12-05-2005 CD005500 DISCOUNT INTEREST/PEN PAID (-) (15) .00 X O0 = .00 (16) 15~,6R2.55 X Oq5= 6,958.91 (17) . O0 x 12 = . O0 (18) .00 x 15 = .00 (19)= 6,958.91 AHOUNT PAID ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. CharA~ablo/Govarnmen~al Bequests; Non-eloc~ed 9113 Trusts (Schedule J) (15) . O0 N.t Value of Est:a~o Sub,oct ~:o Tax (14) 15~,6~2.55 Zf an assessment ~as issued previously, 11nos 1~, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assessed to date. 256.8~ .00 .00 185.90- ~,500.00 1,828.91 172.06 ~05.00 TOTAL TAX CREDIT J 6,958.91 BALANCE OF TAX DUEl .00 INTEREST AND PEN. TOTAL DUE . ( [F TOTAL DUE TS LESS THAN $1, NO PAYHENT TS REI~UZRED. ./~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORH FOR TNSTRUCTTONS.) (8) .00 .00 .00 (11) . OD (1~') .00 ~EV-1470 EX (8-88)  INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 DECEDENTS NAME FILE NUMBER Catherine V. Morrison 2101-0445 F~EVIEVVED BY ~CN John Kuchinski 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES All assets and deductions previously reported and assessed on 7-28-2003. ROW Page 1 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF CATHERINE V. MORRISON, DECEASED FIRST AND FINAL ACCOUNT OF Richard G. Morrison, Executor for Estate of Catherine V. Morrison, Deceased Date of Death: April 19, 2001 Date of Executor's Appointment May 4, 2001 Date of First Full Advertisement of Letters: May 9, 2001 Accounting for the Period May 14, 2001 to June 1, 2003 Purpose of Account: Richard G. Morrison, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. This account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Richard G. Morrison, Executor 735 Tristan Trail Chambersburg, PA 17201 (717) 709-0426 ~ ..... Steven J. Fishman, Esquire :'.. s~Z~,ur-IIJGHES & FISHMAN, P.C. 95 'Alexan~ei') Spnngs Road, State 3 Carlisle, PA 17013 9~: 8b' /_- ~Jdl] ~}.717) 249-6333 SUMMARY OF ACCOUNT Proposed distribution to beneficiaries: $110,632.10 Principal: $133,058.35 Receipts: $ 0.00 Net gain (or loss) qn Sales or other Distribution $ 0.00 Less Disbursements: Debts of Decedent: $5,016.18 Funeral Expenses: $7,306.00 Administration Expenses: $1,104.07 Federal and State Taxes: $4,500.00 Fees and Commissions: $4,500.00 Balance before Distributions: $110,632.10 Distributions to Beneficiaries: $0.00 Principal Balance on Hand: $110,632.10 RECEIPTS OF PRINCIPAL (Assets Valued as of Date of Death) Cash: Checking Account, M&T Bank $11,774.03 Checking Account, Waypoint Bank $12,326.77 Savings Account, Members 1st Federal C.U. $ 50.67 Stocks and Bonds: Certificate of Deposit, Waypoint Bank $15,608.98 Certificate of Deposit, Members 1st Federal C.U. $20,067.86 Tangible Personal Property: Oak China Closet: $ 850.00 Oak Store Cabinet: $ 400.00 Kitchen Cabinet: $ 350.00 Oak Ice Box: $ 375.00 Household goods, personalty & auto Sold at Auction: $16,015.49 Realty: Residence, 1303 N. Pitt Street Carlisle, PA 17013 $95,000.00 2 GAINS AND LOSSES ON SALES OR OTHER DISTRIBUTIONS: $ 0.00 DISBURSEMENTS OF PROCEEDS: RWC Corporation, medical bill $ 46.72 Reinford Landscaping, lawn care $ 815.14 PP&L, electric bill $ 279.56 Agway Energy Products, furnace maintenance $ 296.30 Bankcard Services, credit card $ 27.90 Borough of Carlisle, water/sewer bill $ 281.18 McCorkel Construction Services, excavation $ 1,957.50 Sprint, telephone bill $ 202.56 Carlisle Hospital, health care bill $ 5.00 State Employees' Retirement System, Amount overpaid to Decedent $ 20.30 Thomas R. Fitzpatrick & Son, plumbing bill $ 925.64 Kemper Insurance, automobile insurance $ 140.00 Carlisle Imaging Associates, medical bill $ 18.38 James Gingrich Memorials, gravestone inscription $ 90.00 Ewing Brothers Funeral Home $ 7,216.00 Salzmann, DePaulis & Fishman, P.C., attorney's fees $ 4,500.00 Register of Wills, probate fees and short certificates $ 267.00 Cumberland Law Journal, advertising $ 75.00 Register of Wills, tax payment $ 4,500.00 The Sentinel, advertising $ 97.07 Carl E. Ocker, Auctioneer, appraisal of personal property $ 50.00 Diversified Appraisal Services, appraisal of real estate $ 250.00 Register of Wills, filing fee for tax return $ 15.00 Reserve for filing Accounting $ 250.00 Reserve for filing Releases $ 100.00 RECEIPTS OF iNCOME: $ 0.00 PROPOSED DISTRIBUTIONS TO BENEFICIARIES PER PARAGRAPH FOURTH OF THE WILL: (All distributions are principal and interest in Cash) Richard G. Morrison $110,632.10 3 AFFIDAVIT Richard G. Morrison, Executor of the Estate of Catherine V. Morfison, Deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; that all taxes presently due from the estate have been paid. / 15richard G Mo~n~o~, Ex~ecutor Subscribed and sworn to Before me this ,.5q4~ day of September, 2003. Notary Public (./ blotaria Seal Tricia L Bailey Notary Public South Middlemn Twp., Curaberlan{l County My Commission Expires Sept. 24, 2006 4 STATUS REPORT UNDER RULE 6.'1 ? Name of Decedent: CATHERINE V. M©RRI$ON Date of Death: 4/19/2001 No. 2001-00445 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: xx Yes 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? X}( Yes ~No 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 XX No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 613012004 Signature FISHMAN, P.C. Namb (PT&ase type or print) Steven J. Fishman, Esquire, #16269 95 Alexander Spring Road: Suite 3, . : Address ,-- Carlisle. PA 17013 i City, State, Zip (717~ 249-6333 Tblephone Number Capacity: __ Personal Representative x Counsel for Personal Representative ROGER M. MORGENTHAL ATTORNEY AT LAW 2450 EAST BAYBERRY DRIVE HARRISBURG, PENNSYLVANIA 17112-6015 E-MAIL: rogerm2450@comcast.net (717) 671-8754 FAX (717) 671.8755 June 17,2003 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle P A 17013 QCJ .... ....,.A" ~ tt, ~~.. Ladies and Gentlemen: ~ 8 L- c: z .... 00 ;;::::. ...... -" ::.1 ~ I am enclosing Status Reports for the Estate of Rowena E. Crain and Catherine V. Morrison. Administration of the former is completed, and the latter is continuing with my former law firm (Salzmann, DePaulis & Fishman, PC) representing the executor. Please let me know if there are any questions. I believe that these would be the final status reports owed for any estates that I had represented. Thank you for your cooperation. Very truly yours, ~Yv1~~ Roger M. Morgenthal, Esquire STATUS REPORT UNDER RULE 6.12 Name of Decedent: CATHERINE V. MORRISON Date of Death: 4/19/2001 No. 21-2001-0445 C1K 0;:/' 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 xx No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 10/1/2003 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 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 _ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 6/17/03 w\~~ Signature Name (please type or print) R~&. ~ 2450 E. Bayberry Drive Address .'OQull1:) HarriSbur~PA 17112-6015 IJ!:"J':) City, State, Ip (717A 671-8754 Telep one Number l L: L tV 8 l Nnr fO. Capacity: _ Personal Representative ..1L Counsel for Personal Representative** 0"- I ~ ; , ** File has been t4ft:ledover toSal~a95 DePaulis & Fishman, PC, for remaining legal work. ~- .-. '- JRD/June 30, 1992/17858 MAY 06 2003 t' In Re: Estate of Catherine V. Morrison Late of Carlisle Borough ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-2001-0445 NO. 21-2001-0445 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Counsel for Personal Representative: Roger M. Mogenthal Date of Decedent's Death: 04-19-2001 Date of Delinquency Notice: 3-10-2003 The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 03-10, 2003 and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 05-05-2003 l~ Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240 - 6345 Date: 3/10/2003 RICHARD G MORRISON 735 TRISTAN TRAIL CHAMBERSBURG, PA 17201 RE: Estate of MORRISON CATHERINE V File Number: 2001-00445 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 4/19/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: J File Counsel Judge .JR.]j/June 30, 1992/17858 MA Y 0 6 2003 ~ In Re: Estate of Catherine V. Morrison Late of Carlisle Borough ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-2001-0445 NO. 21-2001-0445 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Counsel for Personal Representative: Roger M. Mogenthal Date of Decedent's Death: 04-19-2001 Date of Delinquency Notice: 3-10-2003 The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the ~bove named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 03-10,2003 and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 05-05-2003 .~ Distribution: Personal Representative Counsel for Personal Representative Estate File ~ ~/3 ~tI 3 f' .'3 () I'J. frl. A hearing is scheduled for at in Courtroom No.3. Ifthe Status Report is filed prior to the hearing date, the hearing will automatically be cance Geor STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will No.: 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 0 No 0 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 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: Signature Name Address Telephone No. Capacity: 0 Personal Representative o Counsel for personal representative (..1. ....1 (} I":' !:..l ...~ ---~\' ;;c.' i€, ~ \S' t.:0"" ~.,~. 's' "c;: ...'-~~ '=' ~O/~~ ~ ....... ~ C) Ch.'e? )> 1".1 1:"1 .H"t I:;':; ." -~. ~. -' -- ~ ~ ~ ~ ~ ~ .......... . DODD 'zz> ~=:o:::z i:o~i:~ l!!C")-a:::; _:%-1- .+I<zm!2 .. ~c:om .. ~ ~ :lltSlZ~ ~ c. ",CbmmO ~ ,,:i:,,-m-l> .. ;/:iEm::u-O " ".>>--20 .:l!Ifn~O~ o>::u:Efn g~zfn ~ ::u-l m fn fn g;; 0 o -I :% m ::u c ;Z r- ~ ~: r ,,"' go (') I"" m :0 ~:o (') om ~ (') ." e r 0 -4 (I) en c :z:-4 r:D mm m;io:O ~o :00 ... c "0'" -..l (I) :z: c::. ~m )loS (,.) zl"" fJ!ti) (') o c: ~;J.~ ~8 .~ ~-. .~ ~ 0. )<tI "lQ- '"IQ 01 cS10 OOQ'o S&'oc 13'01 -,. 'iTi ::> 0- li 3""- ",::> ~~ ~~. c:":l ~i 'iTi a~ 0<\ \\ 'lIo ~'" ~z ~~ ::1- " "'''' 90'" o '" ~ -n i&. ~ -n " '" <D '" '" c::5 ......, i:;. ,.. \.. --.l r Cl Cl I=-' ru U'1 I=-' Cl Cl Cl Cl 0"' r.'........ .....~~. It . " 9d;'~ -/' \ '" 'U ~%. g; 3 '" '" ;;: / ~ -;Jc;:J .;,J - // COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE \., BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. ZlI0601 HARRISBURG, PA 171ZlI-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER : 1 9 COUNTY ACN STEVEN J FISHMAN ESQ SALZMANN ETAL 95 ALEXANDER SPRING CARLISLE PA .03 JUL 28 '\C i"'.... R L' 1701.3T'L' 07-28-2003 MORRISON 04-19-2001 21 01-0445 CUMBERLAND 101 '* REY-ISO EX AFP (01-03) CATHERINE V Allount Rellitted 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=is47-ix-iFP-foY:oiY-NOTici--OF-YtiHiiiiTANClrTAX-APPRAisiiiENT-;-iilowANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORRISON CATHERINE V FILE NO. 21 01-0445 ACN 101 DATE 07-28-2003 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) 95.000.00 .00 .00 .00 77,818.80 .00 .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Lians (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 13,160.07 5.016.18 Ul) (2) (3) (4) (9) UO) (8) NOTE: To insure proper credit to your account, subIIi t the upper portion of this forll with your tax paYllent. 172,818.80 18.176 25 154,642.55 .00 154,642.55 I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: .00 154,642.55 .00 .00 X 00 = X 045 = X 12 = X 15 = (9)= .00 6,958.91 .00 .00 6,958.91 TAX CREDITS: .---.. . (+} AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-16-2001 CDOOO063 236.84 4,500.00 06-09-2003 CD002655 .00 1,828.91 INTEREST IS CHARGED THROUGH 08-12-2003 TOTAL TAX CREDIT 6,565.75 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 393.16 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 178.25 TOTAL DUE 571 .41 . IF PAID AFTER DATE INDICATED, SEE REVERSE 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.) REV-1470 EX (6-88) ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER Catherine V. Morrison REVIEWED BY ACN 2101-0445 101 John Kuchinski ITEM SCHEDULE NO. EXPLANATION OF CHANGES H 811 I 11 The values of these items have been suspended from the appraisement of the return until the final values can be determined. A supplemental return must be filed when the values of the suspended items is determined. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FISHMAN STEVEN J ESQUIRE SALZMANN DEPAULlS & FISHMAN 95 ALEXANDER SPRING RD SUITE 3 CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 197-10-7151 FILE NUMBER: 2101-0445 DECEDENT NAME: MORRISON CATHERINE V DATE OF PAYMENT: 12/03/2003 POSTMARK DATE: 12/03/2003 COUNTY: CUMBERLAND DATE OF DEATH: 04/19/2001 NO. CD 003300 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $405.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RICHARD G MORRISON C/O STEVEN J FISHMAN ESQUIRE CHECK#1007 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $405.00 DONNA M. OTTO DEPUTY REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FISHMAN STEVEN J ESQUIRE SALZMANN DEPAULlS & FISHMAN 95 ALEXANDER SPRING RD SUITE 3 CARLISLE, PA 17013 _____u. fold ESTATE INFORMATION: SSN: 197-10-7151 FILE NUMBER: 2101-0445 DECEDENT NAME: MORRISON CATHERINE V DATE OF PAYMENT: 12/03/2003 POSTMARK DATE: 12/03/2003 COUNTY: CUMBERLAND DATE OF DEATH: 04/19/2001 NO. CD 003299 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $172.06 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: SALZMANN DEPAULlS & FISHMAN C/O STEVEN J FISHMAN ESQUIRE CHECK#3147 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $172.06 DONNA M. OTTO DEPUTY REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG. PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DUNNING NOTICE ;2//{) j - ijtf5 '* ATTN: POST ASSESSMENT REVIEW UNIT REV-lsn AFP 'D7-991 PHONE (717) 787-6505 TDD# 1-800-447-3020 (SERVICE FOR TAXPAYERS WITH SPECIAL HEARING AND SPEAKING NEEDS). NOTICE DATE 11-07-2003 STEVEN J FISHMAN ESQ SALZMANN ETAL 95 ALEXANDER SPRING R CARLISLE PA 17013 ESTATE OF MORRISON CATHERINE V FILE NO/SSN 21 01-0445 COUNTY CUMBERLAND DATE OF ASSESSMENT 07-21-2003 ACN 101 OUR RECORDS INDICATE A DELINQUENT INHERITANCE TAX LIABILITY FOR THE ABOVE ESTATE. OUTLINED BELOW IS A SUMMARY OF OUR RECORDS. ADDITIONAL INTEREST IS CALCULATED AND INCLUDED IN THE BALANCE TO FIFTEEN (15) DAYS FROM THE DATE OF THIS NOTICE. TAX INTEREST CREDIT BALANCE 6,958.91 183.90 6,565.75 577.06 ADDITIONAL INTEREST- ADD .05 PER DAY FROM 11-25-2003 TO AVOID ADDITIONAL COSTS AND INTEREST, THE ABOVE AMOUNT DUE MUST BE PAID WITHIN 15 DAYS FROM THE DATE OF THIS NOTICE. PLEASE DETACH AND RETURN THE LOWER PORTION WITH YOUR PAYMENT TO THE REGISTER OF WILLS OF THE COUNTY INDICATED. MAKE CHECK OR MONEY ORDER PAYABLE TO 'REGISTER OF WILLS, AGENT'. IF THE ABOVE BALANCE DUE HAS BEEN PAID RECENTLY, PLEASE DISREGARD THIS NOTICE. - - - - - - - - - - - - - - - - - - - - - - - PLEASE RETURN THIS PORTION WITH YOUR PAYMENT TO THE REGISTER OF WILLS LISTED BELOW ESTATE OF MORRISON CATHERINE V FILE NO/SSN 21 01-0445 COUNTY CUMBERLAND DATE OF ASSESSMENT 07-21-2003 ACN 101 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 2 I - b \ -iLl 5 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION EST ATE OF CATHERINE V. MORRISON, DECEASED FIRST AND FINAL ACCOUNT OF Richard G. Morrison, Executor for Estate of Catherine V. Morrison, Deceased Date of Death: April 19, 2001 Date of Executor's Appointment May 4,2001 Date of First Full Advertisement of Letters: May 9,2001 Accounting for the Period May 14,2001 to June 1, 2003 Purpose of Account: Richard G. Morrison, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. This account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Richard G. Morrison, Executor 735 Tristan Trail Chambersburg, P A 17201 (717) 709-0426 Steven 1. Fishman, Esquire SALZMANN, HUGHES & FISHMAN, P.C. 95 Alexander Springs Road, Suite 3 Carlisle, P A 17013 t!~717) 249-6333 Ci/' L- c ...~ i..... , SUMMARY OF ACCOUNT Proposed distribution to beneficiaries: Principal: Receipts: Net gain (or loss) on Sales or other Distribution Less Disbursements: Debts of Decedent: Funeral Expenses: Administration Expenses: Federal and State Taxes: Fees and Commissions: Balance before Distributions: Distributions to Beneficiaries: Principal Balance on Hand: $5,016.18 $7,306.00 $1,104.07 $4,500.00 $4,500.00 $110,632.10 $0.00 1 $110,632.10 $133,058.35 $ 0.00 $ 0.00 $110,632.10 RECEIPTS OF PRINCIPAL (Assets Valued as of Date of Death) Cash: Checking Account, M&T Bank $11,774.03 Checking Account, Waypoint Bank $12,326.77 Savings Account, Members 1st Federal c.D. $ 50.67 Stocks and Bonds: Certificate of Deposit, Waypoint Bank Certificate of Deposit, Members 1st Federal C.D. Tangible Personal Property: Oak China Closet: Oak Store Cabinet: Kitchen Cabinet: Oak Ice Box: Household goods, personalty & auto Sold at Auction: Realty: Residence, 1303 N. Pitt Street Carlisle, P A 17013 $15,608.98 $20,067.86 $ 850.00 $ 400.00 $ 350.00 $ 375.00 $16,015.49 $95,000.00 2 GAINS AND LOSSES ON SALES OR OTHER DISTRIBUTIONS: DISBURSEMENTS OF PROCEEDS: R WC Corporation, medical bill Reinford Landscaping, lawn care PP&L, electric bill Agway Energy Products, furnace maintenance Bankcard Services, credit card Borough of Carlisle, water/sewer bill McCorkel Construction Services, excavation Sprint, telephone bill Carlisle Hospital, health care bill State Employees' Retirement System, Amount overpaid to Decedent Thomas R. Fitzpatrick & Son, plumbing bill Kemper Insurance, automobile insurance Carlisle Imaging Associates, medical bill James Gingrich Memorials, gravestone inscription Ewing Brothers Funeral Home Salzmann, DePaulis & Fishman, P.C., attorney's fees Register of Wills, probate fees and short certificates Cumberland Law Journal, advertising Register of Wills, tax payment The Sentinel, advertising Carl E. Ocker, Auctioneer, appraisal of personal property Diversified Appraisal Services, appraisal of real estate Register of Wills, filing fee for tax return Reserve for filing Accounting Reserve for filing Releases RECEIPTS OF INCOME: $ 0.00 $ 46.72 $ 815.14 $ 279.56 $ 296.30 $ 27.90 $ 281.18 $ 1,957.50 $ 202.56 $ 5.00 $ 20.30 $ 925.64 $ 140.00 $ 18.38 $ 90.00 $ 7,216.00 $ 4,500.00 $ 267.00 $ 75.00 $ 4,500.00 $ 97.07 $ 50.00 $ 250.00 $ 15.00 $ 250.00 $ 100.00 $ 0.00 PROPOSED DISTRIBUTIONS TO BENEFICIARIES PER PARAGRAPH FOURTH OF THE WILL: (All distributions are principal and interest in Cash) Richard G. Morrison $110,632.10 3 AFFIDA VII Richard G. Morrison, Executor of the Estate of Catherine V. Morrison, Deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; that all taxes presently due from the estate have been paid. ;;t~c{ ~, / Richard G. Mofrison, Executor Subscribed and sworn to Before me this ~% day of September, 2003. cJ'~1n.~v8CI1~'tJ" Notary Public Notarial Seal . Tricia L. Bailey, Notary Pubhc South Middleton Twp., Cumberlan~?~~6 My Commission Expires Sept. , .....1. . '~'.... ,i?'_,' 4 BUREAU OF INDIVIDUAL TAXES ~NHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* ;.,/ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP <01-05> STEVEN J FISHMAN ESQ SALZMANN ETAL 95 ALEXANDER SPRING R CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-27-2004 MORRISON 04-19-2001 21 01-0445 CUMBERLAND 101 CATHERINE V Allount Rellitted 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 ~ iff\i=is4-j-E3f-AFP-("OY=oiY-NOYicE--OF-YNHEifiTANCE-YA"X-APPRAisEHENT~--ALloWANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORRISON CATHERINE V FILE NO. 21 01-0445 ACN 101 DATE 01-27-2004 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets . 00 NOTE: To insure proper .00 credit to your account, . 00 subllit the upper portion . 00 of this forll with your . 00 tax paYllent. .00 .00 (8) . 00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 (11) (12) (13) (14) 00 .00 .00 154,642.55 I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: (19)= .00 6,958.91 .00 .00 6,958.91 .00 X 154,642.55 X .00 X .00 X 00 = 045 = 12 = 15 = TAX CREDITS: R"'.."'.... I l+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-16-2001 CDOOO063 236.84 4,500.00 06-09-2003 CD002655 .00 1,828.91 12-03-2003 CD003299 .00 172 . 06 12-03-2003 CD003300 183.90- 405.00 TOTAL TAX CREDIT 6,958.91 BALANCE OF TAX DUE .00 INTEREST AND PEN. .43 '5 TOTAL DUE .43 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (:t;, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE \1 A REFUND. SEE R"UFR~F ~TnF n~ Tine: ,..nD.. ,..nD T..."'TD....TTft.,ft' I REV-1.<7~ ~ (6-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME Catherine V. Morrison REVIEWED BY John Kuchinski ITEM SCHEDULE NO. INHERITANCE TAX EXPLANATION OF CHANGES FilE NUMBER ACN EXPLANATION OF CHANGES All assets and deductions previously reported and assessed on 7-28-2003. '~6 ".;.: ROW 2101-0445 101 Page 1 STATUS REPORT UNDER RULE 6.12 Name of Decedent: CATHERINE V MORRISON Date of Death: 4/19/2001 No. 2001-00445 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: xx... Yes _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? ...xx.... Yes _No 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 ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 6/30/2004 ~ - ... , Signature ~Ho::r:~ISHMAN' PC Steven J. Fishman, Esquire, #16269 95 Alexander Spring Road Suite 3 Address Carlisle PA 17013 City, State, Zip (717~ 249-6333 Telep one Number Capacity: _ Personal Representative ....JL Counsel for Personal Representative