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Home My WebLink About03-0956 Estate of also known as Social Security No. 210-26-5458 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the executors in the last will of the above decedent, dated Oct.18,1985 and codicil(s) dated N/A Noted: Robert H. Morrison died December 27, 1983 PETITION FOR PROBATE and GRANT OF LETTERS Fleta A. Morrison No 21-03 - To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania named ! t (state relevenat circumstan6es, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland with her last family or principal residence at 204 Stone House Road, Dickinson Township, Cumberland County, County, Pennsylvania, (list street, number and municipality) Decedent, then 89 years of age, died Nov. 4, 2003 at Dickinson Township, Cumberland County 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: No Exceptions 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: $ unestimated Total: unestimated WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) thereon. Richard Lee Morrison 158 Stone House Road Carlisle PA 17013 522 Springfield Road Shippensburg PA 17257 OATH OF PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The l~etitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best 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 subscribed before me this ~ day of ~NAve.mber, 2003 .... , I~-/ 9'7- ~ Register No. 21-03- ~'~ Estate of Fleta A. Morrison , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~A::Z/-~_.z~. /o° 20C~ , 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_ Oct. 18,1985 described therein be admitted to probate and filed of record as the last will of Fleta A. Morrison and Letters Testamentary are hereby granted to Richard Lee Morrison and Robert J. Morrison FEES Probate, Letters, Etc. Short Certificates(1 ) latlon .~ _ _Total. $ ,=~.~oOe ,Oo Filed..~.. :.,/d~'....~. ..... Robert M. Frey #06274 ATTORNEY (Sup. Ct. I.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw , the testatrix, sign the same and that they signed as a witness at the request of testatrix in her presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of ,2003 Address Register Address REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NONSUBSCRIBING WITNESS Robert M. Fre¥ and Mary C. Wert (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of Krista King, (one of the subscribing witnesses to) the will presented herewith and that each believes the signature on the will is in the handwriting of Krista King to the best of our knowledge and belief. Sworn to or affirrned and subscribed before me this ~:P ~ day of November, 2003 '/~-~'z/~~ Register Robert M. Frey 5~otuth Hanover Strelet, Carlisle, PA 17013 -/. Mary ~2-~ ~ert -- 5 South Hanover Street, Carlisle, PA 17013 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Joan L. Ewing (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that she was present and saw Fleta A. Morrison, the testatrix, sign the same and that she signed as a witness at the request of testatrix in her presence and (in the prese'nce of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before ~.._ ./~'~,~..~ ~C;Y, k...~m~e Iris / /,.,~ t_,4~ dayof ,~n~ L. Ewing /'~~, 2003 5 S. Hanover St.,Carlisle PA 17013 ~~ ¢~ Rexisterj REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NONSUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of Krista King, (one of the subscribing witnesses to) the will presented herewith and that each believes the signature on the will is in the handwriting of Krista King to the best of our knowledge and belief. Sworn to or affirmed and subscribed before me this day of 2003 Register his is to certify that the information here given is correctly copied from an original certificate of death duly filed 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 9750119 No. ocal Registrar NOV 5 2003 Date Hr05 ~43 Rev. 2/S? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ,R,.T CERTIFICATE OF DEATH STATE FILE NUMEER ENT NAME OF DECEDENT (First, Middle, Last) SOCIAL SECURITY NUMBER DATE OF, DF~TH (Mo~th Day. Year) ~,, ,, Plata A. Morrison sexPIl* 210 -- 26 - 5458 l AGE (Last Birthday) [ UNDER 1 YEAR 2. , DATE OF BIRTH UNDE~ 1 DAy liVlot, th, DRy, Year) BIRTHPLACE Oily and PLACE OF DEATH ICheck or,iv one- see InstructidnE on other $ d~) 5. 88 COUN'rY OF DEATH CIT~, BORg, T~/P OF DEATH NAME (if not institution, street :~'l '"' DECEGENvsC'tm'I)~r landUSUAL OCOUEAT,ON ,,.CarLisle,,ND Or ,US,NEssBoro'I ,NGUSTRY S~'--T-M C' r'---'/"2 t O F:" L 'I'~AS DECEDENT VER kl I,~.'''~". E"'="' ........ jig. Wh±te DECEDE,rS EGUCAT O. =~o,~ (S~.c~l Mechanlcsburg Naval N eve~ M, ~ted. %Aqdowed, ,.,,. Supply Techniciani Supply Depot it2 es ~ No,~11~3' 1 ~,~1 II ( WiclDwed DECEDENTS MAILING ADDRESS (Siree~ City/Town. State. Zi~ Co~e} DECEGENFS ¶". Stata PA 204 Stonehouse Road ACTUAL Did '~. [] Ye,,,o~e.t,~.i. Dickinson ,,.Carlisle, PA 17013 (soo,,el~, ,i~. ,.. 0~1 other Side) ¶ 7b. Courtw Cumberland to~..~? .d. [] No. ~.a.,,, ~,.~ FATHER'S NAME (Fi~t, Mii~le, Last) 1~. James - StlJm MOTHER'S NAME (First, Middle, Maiden Surname) .... Anna - Gussman INFORMANYS NAME (TyDeiPd~t) ... Richard L. Morrison '"~O~S~_'~NG,AGG.ESS (S~,, C~, S~,E, ~ ~0~. 3~ ~5onenouse ~oa~; uar±lsle, PA 17013 ~. 70 3 ~ SIGNATURE ~N~*R.~L_ SERVICE LICF~ OR P~5~ON ACTINGAS SUCH I LiCEN== ......... ' , .. F~3'-~-~-~ ~'/. ~--~ ~Ot'4-'~ J.bFD 012633 L J.~,~'~ Brothers F~'q,=,'=~ Hcme C~l~ OF ~USE Natural ~ Hmi~e CERnFIER (C~ ~ ~1 ' 30.. J3qf. 'MED~At ~MINE~OROMER NAME AND ADD~ESS OF PER~N ~O COMPLETED ~USE OF D~TH LAST WILL AND TESTAMENT OF FLETA A. MORRISON I, FLETA A. MORRISON, widow, of Dickinson Township, (mailing address: 204 Stone House Road, Carlisle, PA 17013), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses as soon after my death as may be found con- venient to do so. 2. All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in four equal shares as follows: (a) One share to my granddaughter, Susan Morrison, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me, then to such of her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue, the same shall lapse and be added to the remaining shares, per stirpes; (b) One share to my son, Richard Lee Morrison, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me, then to such of his issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue, the same shall lapse and be added to the remaining shares, per stirpes; (c) One share to my son, Robert J. Morrison, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me, then to such of his issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue, the same shall lapse and be added to the remaining shares, per stirpes; (d) One share to my daughter, Linda K. Young, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me, then to such of her issue as shall survive me by a period Page 1 of 2 Pages of ninety (90) days, per stirpes, and if there be no such issue, the same shall lapse and be added to the remaining shares, per stirpes. 3. I hereby nominate, constitute and appoint my three living children, Richard Lee Morrison, Robert J. Morrison, and Linda K. Young, or any of them, as Co-Executors of this my Last Will and Testament, and I further direct that none of them shall be required to post any bond to secure the faithful performance of his or her duties in the Common- wealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages this 18th day of October , 1985. Fleta A. Mo~rison ~ (SEAL) Signed, sealed, published and declared by FLETA A. MORRISON, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. / Page 2 of 2 Pages LAS? WILL AND TESTAMENT OF FLETA A. MORRISON ROBERT M. FREY ATTO RN EY-AT-LAW 5 sOUTH HANOVER STREET CARLISLE. PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. To the Register: Fleta A. Morrison November 4, 2003 Admin. No. 21-03-0956 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: January 20, 2004 Name Robert J. Morrison Richard Lee Morrison Susan (Marshall) Martin Christine Wallace James Young Address 522 Springfield Road, Shippensburg PA 17257 158 Stone House Road, Carlisle PA 17013 419 Limestone Road, Carlisle PA 17013 P.O. Box 902, Emory TX 75440 3237FM 2795, Alba TX 75410 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: January 20, 2004 Signature Name: Robert M. Frey Address: 5 South Hanover Street Carlisle, Pennsylvania 17013 Capacity: Personal Representative X Counsel for Personal Representative CONHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 17128-0601 REV-'IS,i3 EX &FP ZNFORHATZON NOTZCE AND TAXPAYER RESPONSE FILE NO. 21 O~ q~ ACN 04000815 DATE 01-07-2004 ROBERT MORRISON 522 SPRINGFIELD RD SHIPPENSBUR6 PA 17257 TYPE OF ACCOUNT EST. OF FLETA MORRISON ~]SAVINGS S.S. NO. 210-26-5458 E]CHECKING DATE OF DEATH 11-04-2005 O TRUST COUNTY CUMBERLAND E]CERTZF. REMIT PAYMENT AND FORMS TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 HEHBERS FIRST FCU has provided the Department with the information listed below Hhich has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pannsylv=nl-.. n. uostionc may be =nst. J=~=d ~y cai[lng C7Z7) 787-~527. COHPLETE PART [ ~ELON ~ ~ ~ SEE REVERSE SIDE FOR FZLZNG AND PAYHENT ZNSTRUCTZONS Account No. 1108-00 Date 10-01-1974 Established Account Balance 8,152.70 Percent Taxable X 16. 667 Amount Subject to Tax 1· 558.81 Tax Rate X .045 Potential Tax Due 61.15 To insure proper credit to your account, tho (2) copies of this notice must accompany your payment to tha Register of Wills. Hake check payable to: "Register of Hills, Agent". NOTE: If tax payments are made within three ($) months of the decedant's date of death, you may deduct a SZ discount of the tax due. Any inheritance tax due Hill become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE A. ~Tha above information and tax due is correct. =1. You may choose to remit payment to the Register of Hills with twa copies of this notice to obtain a discount or avoid interest, or you say check box "A" and return this notice to the Register of E CHECK ~ Wilts and an official assessment will bo issued by the PA nepartmant of Revenue. ONE BLOCK S. [] The above asset has bean or will be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the dacedant's representative. C. [] The above information is incorrect and/or debts and deductions Hare paid by you. You must complete PART [] and/or PART [] below. 2. Account Balance 2 $. Percent Taxable $ ~ ~. Amount Subject to Tax ~ 5. Debts and Deductions $ - 6. Amount Taxable 6 7. Tax Rate 7 K 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAIHED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury~ Z declare that ~he facts Z have reported above are true~ correct and complete to the bast of my kno.ledge end belief. HOME ( ~/7 ) 7~ - ~ 4~/ TAXPAYER SIGNATURE TELEPHONE NUHBER ~ DATE GENERAL [NFORNAT[ON 1. FAILURE TO RESPOND #ILL RESULT ZN AN OFFICIAL TAX ASSESSNENT Hith applicable interest based on information submitted by the financial institution. Z. Inheritance tax becomes delinquent nine months after the docadent's date of death. 3. A joint account is taxable even though the dacedent's name Nas added as a matter of convenience. 4. Accounts (including those held batHsen husband and Hire) Hhich the decedent put in joint names Hithin one year prior to death are fully taxable as transfers. 5. Accounts established jointly bstHaan husband and Hire aero than one year prior to death are not taxable. 6. Accounts held by a decedent "in trust for" another or others are taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE l. BLOCK A - If the information and computation in the notice are correct end deductions are not being claimed, place an in block "A" of Part 1 of tho "Taxpayer Response" section. Sign tho copies and submit thom aith your check for tho amount of tax to the Register of Hills of the county indicated. The PA Department of Revenue HiLl issue an official assessment (Form REV-1S4B EX) upon receipt of tho return from the Register of Hills. Z. BLOCK B - [f the asset specified on this notice has been or Hill be reported and tax paid Hith the Pennsylvania Inheritance Tax Return filed by the decedent's representative, place an "X" in block "B" of Part i of the "Taxpayer Response" section. Sign one copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept lB0601, Harrisburg, PA 171Z8-0601 in the envelope provided. 5. BLOCK C - If the notice information is incorrect and/or deductions ara being claimed, check block "C" and completa Parts Z and according to the instructions belcH. Sign tHO copies and submit them Hith your check for the amount of tax payable to the Register of Nills of the county indicated. The PA Department of Revenue Hill issue an official assessment :Fore REV-lS4a EX) upon receipt of the return from the Register of Nills. TAX RETURN - PART Z TAX COMPUTATION LINE l. Enter the date the account originally Nas established or titled in the manner existing at date of death. NOTE: For a decedent dying after 1Z/IL/B2: Accounts Hhich the decedent put in joint names #ithin one :1) year of death are taxable fully as transfers. HoHavar, there is an exclusion not to exceed $3,000 par transferee regardless of the value of the account or the number of accounts held. If a double asterisk CHH) appears before your first name in the address portion of this notice, the $3,000 exclusion already has been deducted from the account balance as reported by the financial institution. Enter the toter balance of tho account including interest accrued to the date of death. 5. The percent of the account that is taxable for each survivor is determined as folloHs: A. The percent taxable for joint assets established more than one year prior to the dacadant's death: I DIVIDED BY TOTAL NUMBER OF DTV[BED BY TOTAL NUNBER OF X 100 PERCENT TAXABLE JOTNT ONNERS SURVTVXNG JOINT OidNERS Example: A joint asset registered in the name of the decedent and tho other persons. I DIVIDED BY 5 C JOINT O#NERS) DIVIDED BY Z (SURVTVORS) = .167 X 100 16.7Z (TAXABLE FOR EACH SURVIVOR) B.The percent taxable for assets created Hithin one year of the dacedent's death or accounts oHnad by the decedent but held in trust for another individualCs) (trust beneficiaries): I DIVTDED BY TOTAL NUMBER OF SURVTV[NG JOINT X 1DO = PERCENT TAXABLE OHRERS OR TRUST BENEFICTARTES Example: Joint account registered in the name of the decedent and tho other parsons and established Hithin one year of death by the decedent. I DI[VTDED BY Z :SURVIVORS) = .50 X 100 = SOX :TAXABLE FOR EACH SURVTVOR) 4. The amount subject to tax (line 4) is determined by multiplying the account balance (line Z) by the percent taxable (line 5. Enter the toter of tho debts and deductions listed in Part 5. 6. The amount taxable :line 6) is determined by subtracting the debts and deductions (line 5) from the amount subject to tax (line 4). 7. Enter the appropriate tax rate :line 7) as determined belcH. 07/01/9q ~o 12/$1/9q 01/01/95 ~o 06/30/00 OX 6X 07/01/00 ~o presen~ OX q.SZ~ mThe tax rate imposed on the net value of transfers from a deceased child tHenty-one years of age or younger at death to or for tho use of a natural parent, an adoptive parent, or a stepparent of the chiLd is OZ. The lineal class of heirs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children Hhether or not they have been adopted by others, adopted children and step children. "LineaL descendents" includes aLI children of the natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants and step-descendants. "Siblings" ara defined as individuals Hbo have at least one parent in common Hith the decedent, Hhathar by blood or adoption. The "Collateral" class of heirs includes all other beneficiaries. CLATMED DEDUCTTONS - PART $ DEBTS AND DEDUCTIONS CLATHED AlloHabla debts and deductions are determined as fellers: A. You Legally are responsibLe for payment, or the estate subject to administration by a personal representative is insufficient to pay the deductible items. B. You actually paid the debts after death of the decedent and can furnish proof of payment. C. Debts being claimed must be itemized fully in Part 3. Tf additional space is needed, use plain paper B l/Z" x 11". Proof of payment may bm requested by tho PA Department of Revenue. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: MORRISON RICHARD LEE 158 STONE HOUSE ROAD CARLISLE, PA 17013 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003475 ........ fold ESTATE INFORMATION: SSN: 210-26-5458 FILE NUMBER: 2103-0956 DECEDENT NAME: MORRISON FLETA A DATE OF PAYMENT: 01/23/2004 POSTMARK DATE: 01/22/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04000812 $ 61.15 REMARKS: CHECK# 1357 SEAL TOTAL AMOUNT PAID: $61.15 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2806O1 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11~96) OO3476 MORRISON ROBERT J 522 SPRINGFIELD ROAD SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 210-26-5458 FILE NUMBER: 2103-0956 DECEDENT NAME: MORRISON FLETA A DATE OF PAYMENT: 01/23/2004 POSTMARK DATE: 01/22/2004 'COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04000813 $ 61.15 TOTAL AMOUNT PAID: $61.15 REMARKS: CHECK# 726 '" INITIALS: JA ~,. SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS 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 003521 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 210-26-5458 FILE NUMBER: 2103-0956 DECEDENT NAME: MORRISON FLETA A DATE OF PAYMENT: 02/03/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,341.00 iREMARKS: TOTAL AMOUNT PAID: $6,341.00 SEAL CHECK//9 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~OMMONWEALTH 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 0O3651 MORRISON ROBERT J 522 SPRINGFIELD ROAD SHIPPENSBURG, PA 17257 fold ESTATE INFORMATION: SSN: 210-26-5458 FILE NUMBER: 2103- 0956 DECEDENT NAME: MORRISON FLETA A DATE OF PAYMENT: 03/08/2004 POSTMARK DATE: 03/05/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04104628 ~6.40 F~EMARKS' CHECK//741 SEAL TOTAL AMOUNT PAID: $6,40 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 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. CD REV-1162 EX(11-96) 003652 MORRISON ROBERT J 522 SPRINGFIELD ROAD SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 210-26-5458 FILE NUMBER: 2103-0956 DECEDENT NAME: MORRISON FLETA A -DATE OF PAYMENT: 03/08/2004 POSTMARK DATE: 03/05/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 1 1/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04104624 $82.32 i REMARKS: i, r'- SEAL CHECK# 739 TOTAL AMOUNT PAID: $82.32 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS OOMMONWEALTH 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. CD REV-1162 EX(11-96) 003650 MORRISON ROBERT J 522 SPRINGFIELD ROAD SHIPPENSBURG, PA 17257 fold ESTATE INFORMATION: SSN: 210-26-5458 FILE NUMBER: 2103-0956 DECEDENT NAME: MORRISON FLETA A DATE OF PAYMENT: 03/08/2004 POSTMARK DATE: 03/05/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04104626 $30.00 ~REMARKS: TOTAL AMOUNT PAID: $30.00 SEAL CHECK# 740 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171ZB-0601 REV-I$~S EX AFP (09-00) ZNFORHATZON NOTZCE AND TAXPAYER RESPONSE ACN Oq10q625 BATE 02-12-200q RICHARD MORRISON 158 STONEHOUSE RD CARLISLE PA TYPE OF ACCOUNT EST. OF FLETA A MORRISON []SAVINGS S.S. NO. Z10-Z6-5q58 ~-~CHECKING DATE OP DEATH ll-Oq-ZO0$ E~TRUST COUNTY CUMBERLAND E~CERTZF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 MEMBERS 1ST FCU has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. Tf you feel this information is incorrect, please obtain written correction from tho financial institution, attach a copy to this fora and return it to the above address. This account is taxable in accordance with the /nheritanca Tax Laws of the Commonwealth of Pennsylvania- guostJo_n.s may bo answered by calling (717) 787-85Z7. COMPLETE PART 1 BELOW # ~ # SEE REVERSE SIDE FOR FILING AND PAYMENT TNSTRUCTTONS Account No. 1108-0q Data OZ-OI-ZO01 Established Account Balance ~,000.~ Percent Taxable X 16.667 Aeoun~ Sub,oct ~o Tax 666.7q Tax Rate X Potential Tax Due ~0.00 To insure proper credit to your account~ two (Z) capias of this notice must accompany your payment to the Register of Wills. Hake check payable to: "Register of Wills, Agent". NOTE: If tax payments are made within three (5) months of the decadent's date of death, you may deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of CHECK ~ Wills and an officlal assessment will ba issued by the PA Department of Revenue. ONE J BLOCK B. [] Tho above asset has been or will be reported and tax paid with the Pennsylvania tnheritance Tax return ONLY to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART [] and/or PART [] below. 2. Account Balance ~ 3. Percent Taxable 3 ~ q. Amount Subject to Tax q 5. Debts and Deductions 5 - 6. Amount Taxable 6 7. Tax Rata 7 ~ 8. Tax Due 8 PART .~AT E PAID DEBTS ANB DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on L/ne $ of Tax Computation) Under penalties of perjury] I declare ~hat the facts I have reported above are true) correct and complete to the best of ay knowledge and bel~.ef. HOME C ) WORK ( TAXPAYER SIGNATURE TELEPHONE NUMBER DATE COMMONMEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF ZNDIV/DUAL TAXES DEPT. ZB0601 HARRISBURG, PA 171ZB-0601 REV-1GqS EX AFP (09-00) INFORMATION NOTICE AND TAXPAYER RESPONSE ACN OqlOq627 DATE 02-12-200q EST. OF FLETA A NORRISON S.S. NO. 210-26-5~58 DATE OF DEATH 11-0~-2005 COUNTY CUMBERLAND RICHARD MORRISON 158 STONEHOUSE RD CARLISLE PA 17015 TYPE OF ACCOUNT [] SAVINGS [] CHECKING [] TRUST [] CERTIF. REMIT PAYHENT AND FORMS TO: RESISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 HEHBERS /ST FCU has provided the Department wlth the information listed below which has bean used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, pIease obtain written correction from the financia! institution, attach a copy to this fore and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonaealth e~ Pennsylvania. Questions amy be answered by calling (717) 787-BJ27. COMPLETE PART I BELOW x # x SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1108-00 Date 10-01-197~ Establ/shed Account Balance 852.70 Percent Taxable X 16.667 Amount Subject to Tax lq2.12 Tax Rate X .0~5 Potential Tax Due 6.~0 To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of Nitls. Make check payable to: "Register of #ills, Agent". NOTE: If tax payments ara made within three ($) months of the decedent's date of death, you amy deduct a 5Z discount of the tax due. Any inheritance tax due ail1 become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills aith too copies of this notice to obtain CHECK e discount or avoid interest, or you amy check box "A" and return this notice to the Register of BLOCK B. [] The above asset has been or w111 be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the decadent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART [] and/or PART [] below. PART T f you indicat® a different tax rate, please state your TAX RETURN - COMPUTATTON OF TAX ON JOINT/TRUST ACCOUNTS LINE 1 $ 6 7 8 Data Established Account Balance Percent Taxable 3 Amoun~ Sub5ec~ to Tax Dob~s and Deductions $ - Amount Taxable 6 Tax Rate 7 Tax Due 8 PART DEBTS AND DEDUCTIONS CLAIMED PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on L1ne $ of Tax Computation) Under penalties of perjury, Z declare that the facts I have reported above are true, correct end complete to the best of my knowledge and belief. HOME ( ) WORK ( ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE BUREAU OF INDZVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG., PA 17128-0601 RICHARD NORRISON 158 STONEHOUSE RD CARLISLE CONHONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOHANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS PA 17 Q,!$ RE¥-lS~i8 EX AFP (01-05) DATE 05-31-200~ ESTATE OF MORRISON FLETA DATE OF DEATH 11-0~-2003 FXLE NUMBER 21 03-0956 i"iii'i ~ ~!,~,~COUNTY CUMBERLAND ,, , .,- SSN/DC 210-26-5~58 ACN 0~10~627 Amoun~ Rem~ed HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A CUT ALONG THIS LINE RETAIN LOHER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-31-200~ ESTATE OF MORRISON FLETA A DATE OF DEATH 11-0~-2003 COUNTY CUMBERLAND FILE NO. 21 03-0956 S.S/D.C. NO. 210-26-5~58 ACH 0~10~627 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 1108-00 TYPE OF ACCOUNT: (~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-01-197q Account Balance 852.70 Percent Taxable ~ 0.166 Amoun~ Subjec~ to Tax 1~2.12 Debts and Deductions - .00 Taxable Amoun~ 1~2.12 Tax Ra~e ~ .~5 Tax Due 6.~0 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS NOTICE HITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "RESISTER OF HILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) PAYMENT MUST BE HADE BY 08-05-Z00~. AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 6.~0 .00 6 .~0 PURPOSE OF NOTICE: To fulfill the requirements of Section Zl~O of the Inheritance and Estate Tax Act, Act Z5 of 2000. (TZ P.S. Section 91~0). PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF N/LLS, AGENT. REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: A refund of a tax credit, ahich Nas not requested on the tax return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of #]11s, any of the Z5 Revenue District Offices or by calling the special Iq-hour answering service for fores ordering= 1-BO0-56Z-ZOSO; services for taxpayers aith special hearing and or speaking needs: 1-800-4~7-50Z0 (TT only). Any party in interest not satisfied aith the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice amy object within sixty (60) days of receipt af this Notice by: --written protest to th; PA Depar~ant of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 17128-10Z1, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered an this assessment should be addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decadent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z 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. This non-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 been 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 the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (SI) percent per annum calculated at a daily rate of .00016~. All taxes ahich became delinquent on or after January 1, 198Z will bear interest at a rate ahich 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 ZOO~ are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .0005~8 198'~8-1991 llZ .000501 2009 9Z .O00Z~7 1985 16Z .000~58 199Z 9Z .O00Z~7 ZOO2 6Z .000219 198~ llZ .000301 1995-199~ 72 .00019Z 2005 5Z .000157 1985 13Z .000556 1995-1998 9X .O00Z~7 ZO0~ ~Z .000110 1986 IOZ .O00ZT~ 1999 72 .00019Z 1987 9Z .O00Z~7 2000 8Z .000Z19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NURBER 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 tho date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES TNHERZTAHCE TAX D/VZSTON DEPT. Z80601 HARRISBURG, PA 171Z8-0601 ROBERT MORRISON 5ZZ SPRINGFIELD RD SHIPPENSBURG PA 17~7~: COMMON#EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAXSEHENT. ALLONANCE OR DXSALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF' TAX ON JOINTLY HELD OR TRUST ASSETS DATE Oq-OS-gOOq R~(_:!~, ~' ESTATE OF MORRISON ~' ~' : : r :'~ DATE OF DEATH 11-0q-Z005 FILE NUMBER 21 05-0956 COUNTY CUMBERLAND '04 APR -[5 P3:05 SSN/DC 210-26-5~58 ACN OqlOq6Zq Amount RemJ, tted REV-1545 EX &FP (01-g3) FLETA HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE RETAIN LOHER PORT/ON FOR YOUR RECORDS REV-X548 EX AFP (01-03) NOT/CE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DISALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE Oq-O5-2OOq ESTATE OF MORRISON FLETA A DATE OF DEATH 11-0q-2003 COUNTY CUMBERLAND FILE NO. Z1 03-0956 S.S/D.C. NO. 210-26-5q58 ACN 0ql0q62q TAX RETURN HAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 1108-q0 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 05-01-2001 Account Balance 10,976.q5 Percent Taxable X 0.166 Amount Subject to Tax 1,szg.qq Debts and Deductions - .00 Taxable Amount 1,8Z9.qq Tax Rate X .q5 Tax Due 82.32 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE HITH YOUR TAX PAYMENT TO THE REGISTER OF NILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF HILLS, AGENT.n TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID )AYMENT MUST BE MADE BY 08-05-ZOOq~. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF pAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDTTIONAL INTEREST. a ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REgIUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORM FOR INSTRUCTIONS. ) .00 82.32 .00 82.52 RESeRVATiON: PURPOSE OF NOTZCE: PAYMENT: REFUND (CR): OBJECTZONS: ADNZN- ISTRATIVE CORRECTZONS: DZSCOUHT*. PENALTY: ZNTEREST: Estates of decedents d~ing on or before December 11; 19aZ -- if any futura Interest in tho estate Is transferred in possession or enjoyment to Class I (collateral) beneficiaries Df ~ decedent after ~he expiration of nfl9 estate for life or for years; the CemmenMaeith hereby expressly reserves t~m right to appraise and assess transfer Inheritance Taxes it the leufuZ Class B (collateral) rate on uny such Y~Jture interest. To fa/fill the requirements of Section ZlqO of the Inheritance and Estate Tax Act; Act Z~ of 20BO. (72 P.S. Sect/on 91~0). Detach the top portion of this Notice and submit with your paylent to the Register of Wills printed on the reverse side. --Make check or Ioney order payable to: REGiS~R OF NlL~) &GENT A refund of a tax credit, which ~ae not recp~asted on the Tax Ret~Jrn, Bey be requested by completing an 'Application for Refund of Pennsylvania Znharitenca and Estate Tax" (REV-1313). Aoplicatlons ars available at the Office of the Register of gills, mny of the Z~ Revenue District Offices, or by calling the special Z4-hour ansmerlng service for fores ordering: 1-800-$62-2050; services for taxpayers ulth special hearing and / or spaadcing needs: 1-800-447-3020 CTT only). Any party in interest not satisfied with the appraisement, allowance, ar dismilowance of ckaductians; or assessment of tax (including discount or interest) as shown on this Notica lust object within sixty (&O) days of receipt of this Notice by: --uritten protest to the PA Department of Revenue) Board of Appeals, Dwi. 281021, Harrisburg) PA 17128-1021; --election to have the matter detereined at audit of the account of the personal represmn~tive, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in urltlng to: PA Department of Revenue, Bureau of individual Taxes, ATTN: Pest Assessment Review Unit, Dept. 280601, hrrJeburg; PA 17128-O&01 Phone (717) 787-&S05. See page S of the booklet "Znstructlons for Inheritance Tax Return for I Resident Decedent" (REV-1501) for an explanation of IdllnJstrltlvoly correctable errors. If any tax due is paid MJthin three (3) calender months after thl decidant's diath, I five percent (52) discount of the tax psld is alloued. The 15~ tax aecesty non-participation penalty Is computed on the total of the t~x end Interest assessed, and not paid hereto Jemuar~ 38, 1996; tJ~ first dmy after the erKf of the tax amnesty period. This non-participation pensltLY Is appealable in tho emil manner end in tho tho Sell time period es you mould appeal the tax and Interest t~mt hms been assessed as lndloltmd on this notice. Interest Is charged beginning with first day of delinqueccy~ or nine (93 ecnths and one (1) day frei the date of death, to the date of payment. Taxes which became delinquent before January 1; 1982 bear interest at the rate of six (61) percent per ennua calculated at a dully rate of .000164. All taxes ehlch became delinquent on and after January I, 1981 will bear Interest st s rate ahlch will very from calendar year to calendar year with that rata announced by the PA Dapurtaent of Revenue. The applicable Interest rates for 1982 through 20~4 are: %ntarest Daily Interest Daily Zntirist I)aily Ysar RBte Factor Year Rats Factor Year Rate Factor FI~ lOX .O0054a 1988-1991 Ill . goo:s01 2001 9;( .OOOZ~7 1983 Z6Z .000438 1992 9;( · OOO 247 2002 6~ · 000164 19B4 1Il . O003OZ 1993-1994 72 · 000192 Z003 5;( .000137 1985 13;( .000356 1995-1998 9;( .000247 2004 42 .000110 1986 10;( .000274 1999 7;( .000192 19o7 lOX .000274 2000 7;( .000192 --]:ntarast is calculated as fo]lows: iNTEREST = BALANCE OF TAX UNPAID X NUllBB2 OF DAYS DELZNqOENT X DAZLY iNTEREST FACTOR --Any Notice Issued after the tax becalms delinquent will reflect an interest calculation to fifteen (15) days beyond the data of tho assmsslent. Zf pm~fllent Is leda after the interest colq]utatlofl data stucco on the Notice, add/tionml interest must be calculated. ........ ?'~' COMMONWEALTH OF " ' PENNS%V~IA INHERITA C ...... "-' J N T RETUKN , RES ........ ' IUENT DECEDENT I- Z IU w I-- Z UJ 0 Z 0 0 Fleta A Mordson ~H (IVlVt-DD-YEAR) Nov. 4,2003 IDATE OF BIRTH (IV~I-DD-YEAR) Oct. 14. 1915 F APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) r~l. O~ginal Return --]2. Supplemental Return ~-~4. Limited Estate r~6. DeCedent Died Testate (Atlach copy of Will) ~'-~ 9. Litigation Proceeds Received NAME Robert M. Frey FIRM NAME (If Applicable) r-"]4a. Future Intwest Compromise (date of death after 12-12.82) F--'] 7, Decedent Maintained a Living Trust (Attach copy of Trust) F~10. ~ ~ c~a (He ~=th ~ 12-31-gl ar~ 1-1-95) OFFICIAL USE ONLY FILE NUMBER 21-03-0956 210-26-5458 T~..~ RE'rdRN MU~T BE RUED IN DUPLICATE WITH THE __.__~REGISTER OF WILLS SOCIAL SECURITY NUMBER [~/3. Remainder Re~um (~ate ofdeaflt pderto 12-13-82) ~'--] 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes J-~11. Election to tax under Sec. 9113(A) (Attach Sch O) 5 South Hanover Street Carlisle, Pennsylvania 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) NONE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3).NONE 4. Mortgages & Noles Receivable (Schedule D) (4) NONE 5. Cash, Bank Deposits & Miscellaneous Pamonsl Property ' (Schedule E) (5).. 6. Jointly Owned Property (Schedule F) L_Jseporate Billing Requested (6) 7. Inter-Vivns Transfer & Miscellaneous Non-Probate Property (Schedule G or L) (7) 8. TOTAL GROSS ASSETS (Iotal Lines 1-7) 27,973 9,869 20,183 OFFICIAL USE ONLY :- : (8) 168,025 g. Funeral Expenses & Administrative Costs (Schedule H) (9). 10. Debls of Decedent, Mortgage Liabilities, & Liens (Schedule I) ;10) 11. TOTAL DEDUCTIONS (total Unes 9 & 10) 12. NET VALUE OF ESTATE (Line 8 minus Line 11) 13. Charitable and Govemmentsl Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Uns 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES (11)_ (12) (13) (14) 28,584 1,637 30,221 137,804 0 137,80____~.4 Z 15. Amount of Line 14 taxable st the spousal tax rote ,or transfers under Sec.9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 tsxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .0 137,804 x .0 45 x .12 x .15 (15) (16) (17) (18) (19), 0 6,201 0 0 Decedent's Complete Address: IcSTREET ADDRESS 204 Stone House Road CITY arlisle ISTATE IZlp PA 117013 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. P~ior Payments C. Discount 6,341 334 (1) 6,201 Total Credits (A + B + C) (2) 6~675 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penaity ( D + E ) (3) 0 4. If Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 474 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 0 A. Enter the interest on the lax due. (5A) B. Enter the tota of Line 5 + 5A. This is the BALANCE DUE. (SB) 0 Mak_e__Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the pmparly transferred; ....................... r--I [~] b. retain the right to designate who shall use the property transfelmd or its income; ........... E] r~ c. retain a reversionmy interest; or .............................. ~ r~ d. receive the promise for lIfe of either payments, bener~ 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 benafician/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 pe,~.~ _-~_ of perjury, I d,~_-!=_re that I have examined this rstum, including &,.~.,,,pa,-~ying ~ch,=~ules and statements and to the best of and comf~eta. Declarefion of preparer other than the sersonal mora~ar,~.:;~- i~ ..... ~ .,,; ............ ~ , ~J'~ . my knovdedge and belief, it is tree, ~ ~ ........................ I~ClU.N 1~,.~)~l~/~.)I~0~:~_7~,~/~ ~.].,~.~,_./f-.~ ~1//~ DATE .. ., _ / . . ' --=. - ~_ _~'_ _ r~ ~ e_ SIGNATURE OF F'~,,.~-~THER THAN REP"~SENTA'riVE DATE 5 South Hanover Stree~lvania 17013 For dates of death on or after July 1, 1994 and before January I 1995, the tax rate imposed on the net value of transfers to or for ~ ........ _ [72 P.S. Section 9116 (a)(1.1)0)]. u,~ u.~ o[ me suravlng spouse is 3'~ For dates of death os or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse ia 0~ [72 P.S. SecUon 9116 (a)(1 The statute does not exempt a lTansfer to a su~iving spouse from tax, and the statutory reduimments 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: :: ~ta~_x_rate im..po......s..ed., o?..th.e net value of transfem from a deseased chdd twenty, one y~ars of age or younger at d.th to or for the use of a natural parent, an adoptive ran a sa~pparant OT me cnll~ is 0°6[72 P.S. Section 9116(a)(1 2)] pa t, The tax rate imposed on the net value of transfers to or for the use of the desedent~s lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 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. Section 9118(a)(1.3)] .^ sibling is defined, under Section 9102, as an individual who has at least one parent in common with the desedent, whetter by blood or adoption. SCHEDULE A COMMONWEALTH OF PENNSYLVANIA I REA1I~_~T8 TI~ J INHERITANCE TAX RETURN / -- ~,.~, i ~-~ ii ~.-- j ESTATE OF Fleta A. Morrison FILE NUMBER 21-03-0956 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, RI ITEM IS JOINTLY-OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F. VALUE AT DATE NUMB DESCRIPTION OF DEATH 1. Real Estate, 204 Stone House Road, Dickinson Township, Cumberland County 110,000 ALL THAT CERTAIN tract of land with the improvements thereon erected situate in Dickinson Township, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point in the center of the public road leading from State Highway Route No. 33 now known as Walnut Bottom Road to Route No. 11 which is now known as Ritner Highway, and which point at the place of beginning is in the public road known as Stone House Road, in line of land formerly of Samuel Bishop and now or formerly of R. W. Enck; thence along the center line of said public road known as Stone House Road, and land now or formerly of Calvin S. S. Zinn and wife, in a southwardly direction a distance of two hundred thirteen (213) feet to a point; thence along other lands now or formerly of Calvin S. S. Zinn and wife, North 87 degrees 30 minutes West a distance of two hundred thirteen (213) feet to an iron pin; thence still along other lands now or formerly of Calvin S. S. Zinn and wife, in a northwardly direction, a distance of two hundred thirteen (213) feet to an iron pin in line of land formerly of the said Samuel Bishop and now or formerly of R. W. Enck; thence along lands now or formerly of R. W. Enck and lands now or formerly of C. W. Coller, South 87 degrees 30 minutes East, a distance of two hundred thirteen (213) feet to a point in the center line of said public road known as Stone House Road at the Place of BEGINNING. THE ABOVE DESCRIBED tract of land contains an area of 1.04 acres, more or less, and has thereon erected a one-story ranch type dwelling house, which has the mailing address of 204 Stone House Road, Carlisle, PA 17013. THE ABOVE DESCRIBED tract of land is all of the land which Calvin S. S. Zinn and Laura M. Zinn, husband and wife, by deed dated April 10, 1950 and recorded April 11, 1950 in the Office of the Recorder of Deeds in and for Cumberland County at Carlisle, Pennsylvania, in Deed Book "J," Volume 14, Page 584, granted and conveyed to Robert H. Morrison and Fleta A. Morrison. THE SAID Robert H. Morrison having died on December 27, 1983, title to the same remained vested by operation of law solely in his surviving spouse, Fleta A. Morrison. TOTAL {Also enter on line (If more space is needed, insert additional sheets of the same size) 1~ REV-1508 EX+ (1-97) (]) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fleta A. Morrison SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY JR~E NUMBER 21-03-0956 IncJude the p,~.,; ~,~ ~ of ;;~,=;.'~ and the date the rx-,,c~-,~ vam~ race,Ned by the estate. ALL PROPERTY JOINTLy-O~fNED ~ THE RIGHT OF SURV~/ORSHIp ~ BE DISCLOSED ON SCHEDULE F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Household Contents 2. Proceeds from Sale of Jewelry 3. Proceeds from Potteiger's Auction of Miscellaneous Items 4. 1995 Buick Skylark Automobile 5. PNC Bank, Checking Account No. 5000041331 6. PNC Bank, Savings Account No. 5003266616 7. Refund, Sprint 8. Refund, Comcast 9. Refund, Nationwide Insurance, Homeowner's Policy 10. Refund, Surban Propane 11. Refund, School Taxes (2/9/04-6/30/04) 4O5 150 213 2,100 13,030 10,450 7 8 333 722 555 TOTAL (Also enter on line 27,973 (If more space is needed, insert additional sheets of the same size) 768 3458 P. 01 January 9, 2004 Frey & Tiley Attn: Carol Wen 5 S Hanover St. Carlisle, PA 17013 ./Scp RE: Estate ofFicta A Morrison (D~ceased) SSN: 546-58-7943 DOD: 11-04-2003 Dear Ms. Wen: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certifw. ate of Deposit Account~21001055075 Established 06-05-1995 FLETA MORRISON CHRISTINE YOUNG DOD balance: 51,431.51 + $1.29 aec'rued interest A ccount#21001055074 Established 06-05-1995 FLETA MORRISON JIMMY C YOUNG DOD balance: $1,431.51 + 51.29 accrued int~¢st Account#31900182958 Established 04-04-2000 FLETA MORRISON SUSAN MARSHALL DOD balance: 51,465.77 + $0.00 accrued interest Checking Account Account~5000041331 Established I 1-17-1995 FLETA A MORRISON DOD balance: 5;13,029.82 + 5;;0.40 accrued interest Page 1 of 2 4~2 ?68 34~B Savings Account Account#5003266616 Established 01-26-2001 FLETA A MORRISON DOD balance: $10,448,36 + $I.$4 accrued int~est The decedent did not maintain any safe deposit box at PNC Bank. The decedent maintained INV # 60610747. For more information contact the brokerage department at 1-800-762-6111. Please note that this office only provides date of death balances for deposit accounts (IR.As, CDs, Checking and Savings accounts). We do not proc, ms any financial transactions or provide statements. If you need assistance with any of these it¢ms, please call 1-888-PNC-BANK (1-888-762.2265) or stop by your local PNC Bank branch office. Sincerely, Erica L Schlegel PNC De, cc, dent Reporting Firstside Center 500 First Ave, 4'h Fl CIF Pittsburgh PA 15219-3128 1-800-762-1775 Member FDIC P. 02 Page 2 of 2 TOTAL P.02 217 REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Fleta A Mordson 21-03-0956 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. ~URVIVING JOINT TENANT(S) NAME A. Susan (Marshall) Martin B. Robert J. Morrison C. Richard Lee Morrison ADDRESS 410 Limestone Road Carlisle, Pennsylvania 17013 522 Springfield Road Shippensburg, Pennsylvania 17257 Son L~ ~, ~-~ DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE ~cLuDe N~ME OF F~NC~. ~Nsmrn~o. ~NO ~K~xx~rr NU~aE~ O~ S~ DATE OF D~TH DECD'S V~UE OF N~ER ~ JOINT ~o~ ~. A~ D~D FOR JO~Y~ELD R~ E~A~ V~UE OF ~S~ IN'~ =~EST DECEDENTS IN ~ =~c~ ~ 1. A. 4.4.~ PNCBank, C~1900182958 1,466 50.00% 733 2. BC 10.3.~ Membem 1st, Savings Ac~1108-00 8,153 33.30% 2,715 3. BC 2.1.01 Membem 1st, Life Savings Ac~ ~1108~0 4,000 33.30% 1,332 4. BC 5.1.01 Members 1st, C/D~1108~0 10,976 33.30% 3,655 5. D 6.5.~ PNC Bank, C/D~1001055075 1,433 50.00% 717 6. E 6.5.~ PNC Bank, CID ~1001055074 1,433 50.00% 717 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 6~ Recapitulation) $ 9,869 space is ne~ d, insert additional sheets of the same size) RELATIONSHIP TO DECEDENT Granddaughter 158 Stone House Road Son Carlisle, Pennsylvania 17013 (SEE ATTACHED SHEET) JOINTLY-OWNED PROPERTY: "ATTACHMENT" TO SCHEDULE F JOINTLY-OWNER PROPERTY D. CHRISTINE WALLANCE P.O. BOX 902 EMORY, TEXAS 75440 GRANDAUGHTER E. JAMES YOUNG 3237 FM 2795 ALBA, TEXAS 75410 GRANDSON PNCBAN( PNCBANK P. 01 January 9, 2004 Frey 8: Tiley Attn: Carol Wen 5 S Hanover St. Carlisle, PA 17013 ~/~cp RE: Estate ofFieta A Morrison (Deceased) SSN: 546-58-7943 DOD: 11-04-2003 De~r Ms. W~t: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account~21001055075 Established 06-05-1995 FLETA MORRISON CHRISTINE YOUNG DOD balance: $1,431.51 + $1.29 accxued into'rest A¢count~21001055074 Established 06-05-1995 FLETA MORRISON JIMMY C YOUNG DOD balance: $1,431.51 + $1,29 accrued int~xest Account#31900182958 Established 04-04-2000 FLI~TA MORRISON SUSAN MARSHALL DOD balance: $1,465.77 + $0.00 accrued interest Checking Aeeonnt Accountg5000041331 Established I I - 17-1995 FLETA A MORRISON DOD balance: $13,029.82 + $0.40 accrued inter,st Page 1 of 2 - 412 ?6Et 345B P.02 Savings Account Account#5003266616 Established 01-26-2001 FLETA A MORRISON DOD balance: $10,448,36 · $1.54 accrued interest The decedent did not maintain any safe deposit box at PNC Bank. The decedent maintained INV # 6061074?. For more information contact the brokerage department at 1-800-762-6111. Please note lhat this office'only provides date of death balances for deposit accounts (IR.As, CDs, Ch~cking and Savings accounts). We do not process any .,finan¢.i. al trans, actions or provide statements. If' you need assistance with any of me, se n~rns, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office, Sincerely, Erica L Schleg¢l PNC ~t Reporting Firstside Center 500 First Ave, 4zh F1 CIF Pittsburgh PA 15219-3128 1-800-762-1775 Member FDIC Page 2 of 2 TOTRL P.02 st MEMBERS 1" FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 1108 -00 10/01/1974 $8,152.03 $.67 $8,152.70 Richard Morrison, Robert Morrison 10/03/1992 LIFE SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 1108 -04 02/01/2001 * $4,000.00 $.33 $4,000.33 Richard Morrison, Robert Morrison 02/01/2001 CERTIFICATE OF DEPOSIT ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 1108 -40 05/O 1/2001 $10,974.75 $1.70 $10,976.45 Richard Morrison, Robed Morrison 05/01/2001 *Account established by transfer of funds from 1108-00 MF:~,BERS 1sT FEDERAL CREDIT UNION Insurance Supervisor December 22, 2003 Estate of: FLETAA. MORRISON Date of Death: 11/04/2003 Social Security Number: 210-26-5458 5000 Louise Drive · P.O. Box 40 · Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 · www. memberslst.org '217 coMMo.w~.~oFp~.s~_v^.,^J INTER-VIVOS TRANSFERS & I '"".~~<~"" MISC. NON-PROBATE PROPEE~ FILE NUMBER Fleta A Morrison 21-03~956 This schedule must be completed and filed if the answer to any of; 'uestions 1 thru ............. · -. -~ ........... ,,,,~ut~. q u. me reverse sloe ol tile REV-1500 COVER SI-II-ET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDETHENN~EOF'IHETRAt4SFEREE, 31'IEIRRELATiONSHIPTODECEDENTANDTHEDA~OF DATE OF DEATH % OI~ DECD'S EXCLUSION TAXABLE NUMBER T~,S~E~. ^~c~ ^ co~ o~ ~ DEED FO~ R~.~. EST^'m VALUE OF ASSET INTEREST I"=~"c~'~ VALUE 1. Glenbrook Life & Annuity Company, Cor~act No. GA0596122 20,183 100.00% 20,183 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 7 Recapitulation) $ 20,183 (If m~r~ _~n~-,= ie n=,~,~,~4 ;~ ~ =: .... ,_ ..... additional sheets of the same size) ~,.~ =uue ~r;~ ALLSTATE #3822 P.001/001 Gie,brookLifeandAnnultyCompany P.O.~ox 94212 Palaa,~;£60094-4212 GLENBROOK LIFE ~ Mvnl~er ~fAll~te Fin~ncal January 31, 2004 Frey & Tiley A~n: Carol VIA FACSIMILE: (717) 243-6441 Re: Fleta A. Morrison Contract Number: GA05961.22 Dear Ms. We~: We have been requested to complete Internal R~,e~ue Service (IRS) Form 71.2 w/th. regard to ~he referenced contract. '13,~e purpose of Form 712 is to provide art estate or donor with tb.e value ora life ir~zuraoce contract or with. its proceeds ss of certain date (usually thc owner's date ofdesth or date of transfer of the con~ract). The comract referenced was an znnuity contract, which is not r~ortable on IRS form 71:2. The following information is ~ovided regarding the value of the snmiv/and other data as of the date specifi~l: Date of Dead,h: November 4, 9-003 Annuity Value* as of Date of Death: $ 20,183.17 Cost Basis: $17,~,~,.61 Named Beneficiaries: Richard & Robert Morrison. *The actual amount paid may differ due to Market Value Adjttntmems an~or any applicable Surrender Charges. If you bare my questions, or need further a.nsistzace, please contact u,n at 1-877-499-6418. Sincerely, k~r Life and Annuity Claims Overnlgkt ~lddress: 544 1.4keview Parkway, Vernon. Hills, [I, 60061 Toll Free Fax: 1-866-653-4525 21,7 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fleta A Morrison SCHEDULE H FUNERAL EXPENSES & ADMINISTRATNE COSTS FILE NUMBER 21-03-0956 Debts of decedent m,_~ be reported on Schedule I. I rEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: AMOUNT Ewing Brothers Funeral Home George's Flowers 3,730 148 4. 5. 6. 7. 8. 9. COSTS: Personal Representative's Commissions Name of Personal Representative (s) SEE ATTACHED social Security Number(s) / EIN Number of Personal Representative(s) Street Address C~ State Year(s) Commission Paid: 2004 Zip A'tomw Fees Family Exemption: (If decedecrs address is nol the same as claimant's, attach explanation) Claimant N/A Relationship of Claimant to Decedent State Zip Probate Fees Accountant's Fees Tax Retum Pmparer's Fees cleared after date of death Estate Checks Filing Fee for PA Inheritance Tax Return 7,682 7,682 228 9,050 49 15 TOTAL (Also enter on line (If more space is needed, insert additional sheets of the same size) $ 28,584 "SCHEDULE H" RICHARD LEE MORRISON 158 STONE HOUSE ROAD CARLISLE PA 17013 ROBERT J. MORRISON 522 SPRINGFIELD ROAD SI-{[PPENSBURG PA 17257 REV-1512 EX+ (6-98) AT CONlVlONWEALTH OF PENNSYLVANIA I DEBTS OF DEr'=n='~''~' J INHERITANCE TAX RETURN ESTATE OF Fleta A Morrison FILE NUMBER 21-03-0956 ITEM Include unreimbursed medical expen=c=. NUMBER DESCRIPTION VALUE AT DATE 1. Yellow Breeches EMS OF DEATH 2. PP&L 139 3. Red Cross, Medical 162 4. Clyde Dehart, Appraisal of Real Estate 20 5. Sprint, Telephone 125 6. Heigel Survey 23 7. Peck's Septic Service 1,000 8. Real Estate Taxes, County from 1/1/04 to 2/9/04 140 28 TOTAL (Also enter on line 10 (If more epa_ce is ne.~_ ~--d, insert additional sheets of the ~ai~e size) 1~637 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fleta A Morrison SCHEDULE J BENEFICIARIES FILE NUMBER 21-03-0956 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and tmnsfem under Sec. 9116 (a) (1.2)] 1. Lee Morrison 158 Stone House Road Carlisle, Pennsylvania 17013 2. Robert J. Morrison ~522 Springfield Road Shippensburg, Pennsylvania 17013 3. Susan (Morrison) Martin Limestone Road Carlisle, Pennsylvania 17013 4. LINDA K. YOUNG DIED IN 1994 Christine Wallace and James Young are her surviving children 4a Christine Wallace Post Office Box 902 Emory, Texas 75440 4b James Young 3237 FM 2795 Texas 75410 RELATIONSHIP TO DECEDENT Do Not List Tr,~ee{s) Son Son Granddaughter Daughter Granddaughter Grandson II. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH NON-TAXABLE DISTRIBUTIONS: 113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) AMOUNT OR SHARE OF ESTATE 1/4 of residue of estate 1/4 of residue of estate 1/4 of residue of estate 1/8 of residue of estate 1/8 of residue of estate , ON REV-1500 COVER SHEET $ 0 LAST WILL'AND-- TESTAMENT OF FLETA A. MORRISON I, FLETA A. MORRISON, widow, of Dickinson Township, (mailing address: 204 Stone House Road, Carlisle] PA 17013), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and' Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses as soon after my death as may be found con- venient to do so. 2. All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in four equal shares as follows: ' (a) One share to my granddaughter, Susan Morrison, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me, then to such of her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue, the same shall lapse and be added to the remaining shares, per stirpes; (b) One share to my son, Richard Lee Morrison, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me, then to such of his issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue, the same shall lapse and be added to the remaining shares, per stirpes; (c) One share to my son, Robert J. Morrison, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me, then to such of his issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue, the same shall lapse and be added to the remaining shares, per stirpes; (d) One share to my daughter, Linda K. Young, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me, then to such of her issue as shall survive me by a period Page 1 of 2 Pages BUREAU OF INDIVIDUAL TAXES XNHERTTANCE TAX DZYZSZON DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAXSEHENT. ALLONANCE OR DXSALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-I5~i8 EX AFP (0'1-05) RICHARD MORRISON 158 STONEHOUSE RD CARLISLE R~COFC~ ~ DATE 05-08-200q ~T.~ ~ T'~"' ESTATE OF MORRISON FLETA *~-~ ' DATE OF DEATH 11-Oq-ZO05 FILE NUMDER 21 05-0956 COUNTY CUMBERLAND '04 MAR -5 P3:4~sM/Dc 210-z6-sq58 ACM 0q000812 PA 170~L~Fi'' . ~-. ~ I Amoun* Rem/~ed I HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 A CUT ALONG THIS LINE I~ RETAIN LOWER PORTION FOR YOUR RECORDS *~ REV-1548 EX AFP (01-03) NOT~CE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON dOINTLY HELD OR TRUST ASSETS DATE O$-08-ZOOq ESTATE OF MORRISON FLETA A DATE OF DEATH 11-0q-2005 COUNTY CUMBERLAND FILE NO. 21 0~-0956 S.S/D.C. NO. 210-26-5q58 ACN TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED dOXNT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS FIRST FCU ACCOUNT NO. 1108-00 TYPE OF ACCOUNT: ¢~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-01-197q Account Balance 8,152.70 Percent Taxable X 0.166 Amount Subjec~ to Tax 1,$58.81 Debts and Deduc~Aons - .00 Taxable Amount 1,$58.81 Tax Rate X .q5 Tax Due 61.15 TAX CREDITS= NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-ZZ-gOOq CDOOSq75 $.06 61.15 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT [S REgUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORM FOR INSTRUCTIONS. ) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 6q 06CR .21 OD I :5 06CR BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DZVTSXON DEPT. 280601 HARRISBURG) PA 17118-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTZCE OF INHERITANCE TAX APPRAXSEHENT, ALLOHANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP ROBERT NORRISON 522 SPRINGFIELD RD SHIPPENSBURG OF HORRISON DEATH 11-0q-2005 PILE NUMBER 21 03-0956 COUNTY CUMBERLAND HAR -5 P3m B, DC 10- 6-5q58 ACN 0~000815 Amoun'l: Rem'i *~'l:ed FLETA HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 A CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON dOXNTLY HELD OR TRUST ASSETS DATE 03-08-200~ ESTATE OF MORRISON FLETA A DATE OF DEATH 11-0~-2005 COUNTY CUMBERLAND FILE NO. 21 05-0956 S.S/D.C. NO. 210-26-5~58 ACN 0q000815 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED dOZNT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: HEMBERS FIRST FCU ACCOUNT NO. 1108-00 TYPE OF ACCOUNT: (~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 10-01-197~ Account Balance 8,152.70 Percent Taxable X 0.166 Amount Subject to Tax 1,$58.81 Debts and Deductions - .00 Taxable Amount 1,$58.81 Tax Rate X .~5 Tax Due 61.15 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-22-200q CO003q76 3.06 61.15 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE XF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 6q.21 3.06CR .00 3.06CR COHHONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. ZD0601 HARRISBURG, PA 17128-0601 REV-I~;~iS EX AFP ZNFORHATZON NOT/CE AND TAXPAYER RESPONSE FZLE NO. Z1-0~-qs~ ACN 0~104528 DATE 02-12-200~ ROBERT MORRISON 522 SPRINGFIELD RD SHIPPENSBURG PA 17257 TYPE OF ACCOUNT ES~. OF FLETA A MORRISON []SAVINGS Si~S. NO. 210-Z6-5~58 F'-~CHECKINO DATE OF DEATH 11-0~-Z005 E~TRUST COUNTRY CUMBERLAND []CERT/F. ~2:4 [ REHZT PAYHENT AND FORHS TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 HEHBERS 1ST FCU has provldad the Department with the information 11stod below Nh]ch has been used in calculating the potential tax due. Their records indicate that at the death of tho above decedent, you Nero a ~oint oNnar/benaficiary of this account. If you feel this information is incorrect, please obtain ~rittan correction free tho financial institution, attach a copy to this fora and return it to the above address. This account is taxable in accordance with tho Inheritance Tax LaMs of the Commonwealth of O~nsyluapi~. Ouastiorls may be answered by calling [717) 787-8~Z7. COMPLETE PART I BELON# # # SEE REVERSE S/DE FOR FILING AND PAYMENT TNSTRUCTZONS Accoun* No. 1108-00 Da*e 10-01-197~ Established Accoun~ Balance 852.70 Percen~ Taxable X 16. 667 Aeoun~ Subjec~ '~o Tax '1~2.12 Tax Ra~e X . 0 ~ 5 Po~en~ial Tax Due 6. ~0 To insure proper credit to your account, t~o (Z) copies of this notice must accompany your payment to the Register of Hills. Hake check payable to: "Register of Hills, Agent". NOTE: if tax payments are made eithin three [3] months of the dacadent's date of death, you may deduct a 52 discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after tho date of death. PART TAXPAYER RESPONSE A. [] The above information and tax duo is correct. 1. You may choose to remit payment to the Register of Hills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of CHECK ~ Hills and an official assessment will be issued by the PA Department of Revenue. ONE BLOCK S. [] The above asset has been or will be reported and tax paid ~ith the Pennsylvania Inheritance Tax return ONLY to bo filed by the dacodant's representative. C. [] The above information is incorrect and/or debts and deductions ware paid by you. You must complete PART [] and/or PART [] heleN. PART TAX L/NE RETURN - COMPUTATION OF TAX ON JOZNT/TRUST ACCOUNTS 1. Da~e Esiablishad I 2. Account Balance 3. Percent Taxable ~. Amoun~ Subject to 5. Debts and Deductions 6. Aeoun~ Taxable 7. Tax Ra~e 8. Tax Due PART DATE PAID DEBTS AND DEDUCTTONS CLAZMED PAYEE DESCRIPTION AHOUNT PAID TOTAL (Enter on Line $ of Tax Coepu~atlon) $ Under penalties of perjury, / declare ~ha~ ~he fa¢~s / have reported above are ~rue, corrac~ and coapla~:e *o 4:he be,~: of my knob, ledge and belief. HONE ('7/7) 77~-/~/~~ ~~ TAXPAYER S[~ATURE TELEPHONE NUHSER ~ATE ~ J. Morrison PA 17257 1 CONNONHEALTH OF PENNSYLVANIA DEPARTRENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. ZB0601 HARRISBURG, PA 17lie-0601 REV-].S43 EX *,FP ZNFORHATZON NOTICE AND TAXPAYER RESPONSE FILE NO. ACN O~IOR6Z~ DATE OZ-ZZ-Z00~ ROBERT NORRISON 522 SPRINGFIELD RD SHIPPENSBURG PA 17Z57 ES~ OF FLETA A NORRISON S.S. NO. 210-Z6-5R58 DATE OF DEATH 11-04-2003 TYPE OF ACCOUNT []SAVINGS [--]CHECKING [~TRUST []CERTIF. REHZT PAYHENT AND FORNS TO: REGISTER OF HILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17013 NENBERS 1ST FCU has provided the Department aith the information listed baler which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you ware a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of P~-~?.,l~.'an~=~ Q. estions may be ans~_=rad by c~lling [717) 787-8527. CONPLETE PART 1 BELON N N # SEE REVERSE SIDE FOR F/LING AND PAYNENT INSTRUCTIONS Account No. 1108-40 Date 05-01-2001 Established Account Balance 10,976.45 Percent TaxabZe X 16. 667 Amount SubSoct to Tax 1,8?9 . 44 Tax Rate X .045 Potential Tax Duo 8~.3Z To insure proper credit to your account; two (Z) capias of this notice must accompany your payment to the Register of Hills. Hake check payable to: "Register of Rills~ Agent". NOTE: If tax payments ara made within three ($) months of the dacedent's date of death, you may deduct a SZ discount of the tax duo. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE A. ~ The above information and tax due is correct. 1. .You may choose to remit payment to the Register of Hills aith two copies of this notice to obtain CHECK , discount or avoid interest, or you may check box "A" and return this notice to the Register of ~ ONE -~ Hills and an official assessment will be issued by the PA Department of Revenue. BLOCK B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the dacedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must coeplata PART [] and/or PART [] below. LINE 1 $ 6 7. 8. Date Established 1 Account Balance 2 Percent Taxable $ ~ Amount SubSect to Tax ~ Debts and Deductions 5 - Amount Taxable 6 Tax Rate 7 ~ Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAINED PAYEE DESCRIPTION ANOUNT PAID TOTAL (Enter on Line S of Tax Computation) $ Under penalties of perjury, I declare that tho facts T have reported above are true, correct and ,,. b.., o,., ,.o.,.,.0 ..d b.,,.,. HONE ( TAXPAYER S~ATURE TELEPHONE NUHBER -DATE Robert J. Morrhon 522 Springfield Rd Shippensburg, PA 17257 BUREAU OF INDIVIDUAL TAXES TNHERTTAHCE TAX DTVTS/OH DEPT. HARRTSBURG, PA 171Z6-0601 ROBERT MORRISON 522 SPRINGFIELD RD SHIPPENSBURG PA COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF /NHERITANCE TAX APPRAISENBNT~ ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSIIENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ~e~L;', DATE Oq-O5-ZOOq ~ : r. ~.,; ESTATE OF MORRISON DATE OF DEATH 11-0q-2005 FILE NUMBER COUNTY '04 APR -5 P 3:05 SSN/DC ACN Z1 05-0956 CUMBERLAND 210-Z6-5q58 0~10~6Z8 Amoun~ Remi~ed REV-16q8 EX &FP (01-03) FLETA A HAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THXS LINE RETAIN LONER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 0~-05-200~ ESTATE OF MORRISON FLETA A DATE OF DEATH 11-0~-2005 COUNTY CUMBERLAND FILE NO. 21 05-0956 S.S/D.C. NO. Z10-26-5~58 ACH 0~10q628 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRU$¥ ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 1108-00 TYPE OF ACCOUNT: (~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-01-197q Accoun~ Balance 852.70 Percen~ Taxable X 0.166 Amoun~ Sub~ec~ ~o Tax I~Z.1Z .00 Debts and Deductions - Taxable Amoun~ 1~2.12 .~5 Tax Ra~e X 6.qO Tax Due TAX CRED'rTS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE NITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF HILLS, AGENT."* PAYMENT DATE RECEIPT NUMBER PAYMENT MUST BE MADE BY 08-05-200q~. DISCOUNT (+) NTEREST/PEN PAID (-) AMOUNT PAID .00 6 .qO .00 6 .qO TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER TH/S DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. a IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REDUIRED. IF TOTAL DUE XS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) PURPOSE OF NOTICE: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 91qO). PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Make check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, which ams not requested on the tax return, amy 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 Hills, any of the Z5 Revenue District Offices or by calling the special Iff-hour ensnaring service for fores ordering: 1-800-36Z-lOS0; services for taxpayers with special hearing and or speaking needs: 1-800-~7-30Z0 (TT only). Any party in interest not satisfied with the appraisement, alloaance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZB1021, Harrisburg, PA 17128-10Z1, OR --electing to have the matter determined at the 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 af Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Raviee Unit, OEPT. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid eithin three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z 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 tho tax amnesty period. This non-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 been assessed as indicated on this notice. lnterest is charged beginning with first day of delinquency, or nlna (9) months and one (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 198Z bear interest at the rate of six (6g) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on or after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z 20Z .O00Sq8 1988-1991 IZZ .000301 2001 9Z .O00Zq7 1983 162 .OOOq3B 1992 9Z .O00Z~7 ZOOZ 6Z .000Z19 198q llZ .O0030X 1993-X99~ 7Z .OOOlgZ 2003 5Z .000137 1985 13Z .000356 1995-1998 9Z .O00Zq7 ZOOq qZ .000110 1986 IOZ .O00ZTq 1999 7Z .00019Z 1987 9Z .O00Z~7 ZOO0 8Z .000Z19 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELZNQUENT X DAZL¥ ZNTEREST 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. BUREAU OF INDIVIDUAL TAXES ZHHERTTANCE TAX DIVISION DEPT. Z80601 HARRZSBURG~ PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF IMMERITANCE TAX APPRAISEMENT. ALLOMANCE OR DZSALLOMAMCE OF DEDUCTIONS, AND ASSESSMEMT OF TAX ON JOINTLY MELD OR TRUST ASSETS ROBERT MORRISON 522 SPRINGFIELD RD SHIPPENSBURG PA ~7~57 -5 P 3:05 REV-16~8 EX &FP (Ol-OS) DATE 04-05-Z004 ESTATE OF MORRISON FLETA A DATE OF DEATH 11-04-2005 FILE NUMDER 21 05-0956 COUNTY CUMBERLAND SSN/DC 210-26-5458 ACN 041046Z6 Amount Remi~ed HAKE CHECK PAYABLE AND REMIT PAYNENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG TH/S LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-05-2004 ESTATE OF MORRISON FLETA A DATE OF DEATH 11-04-2005 COUNTY CUMBERLAND FILE NO. 21 05-0956 S.S/D.C. NO. 210-26-5458 ACN 04104626 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 1108-04 TYPE OF ACCOUNT: (~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-01-2001 Accoun~ Balance 4,000.$$ Percen~ Taxable X 0.166 Amoun~ Sub~ec~ ~o Tax 666.74 .00 Debts and Deduc~/ons - Taxable Amoun~ 666.74 Tax Ra~e X .45 Tax Due $0.00 TAX CRED'rTS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) ~PAYMENT HUST BE MADE BY 08-05-Z004~. AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ZF TOTAL DUE IS REFLECTED AS A "CRED/T" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR /NSTRUCTIONS. ) .00 $0.00 .00 50.00 PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYHENT: REFUND (CR)= OBJECTIONS: ADHIN- ISTRATZVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the tap portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF HILLS, AGENT. A refund of · tax credit, which was not requested on tho tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iS15). Applications ara available at the Office of the Register of Nills, any of the ZS Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and or speaking needs: 1-800-447-$020 (TT only). Any party in interest nat satisfied aith the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of receipt of this Notice by: --arJttan protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined et the 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 fa: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lSD1) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacadent's death, a five percent (52) discount of the tax paid is allowed. The 152 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. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and intarast that hms been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months end one (1) day from tho date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .0a0164. All taxes ~hich became delinquent on or after January 1, 1982 ail1 bear interest at a rate ~hJch will vary from calendar year to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1962 ZOZ .000548 198'"--8-1991 112 .000301 2009 92 .000247 1983 162 .0004~8 1992 92 .000247 ZOOZ 62 .000219 1984 112 .000501 1993-1994 72 .000192 2003 52 .000137 1985 132 .000356 1995-1998 9Z .000247 2004 42 .000110 1986 102 .000274 1999 72 .000192 1987 9Z ,000247 2000 BZ .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUIJBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent Hill 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 bm caIcuZatad. CONNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RICHARD MORRISON 158 STONEHOUSE RD CARLISLE PA 1701~ REV-'ISI~3 EX AFP CDg~O0) ZNFORIqATZON NOTICE F'rI.E NO. AND TAXPAYER ACN RESPONSE OqlOq627 DATE 02-12-200~ TYPE OF ACCOUNT EST. OF FLETA A MORRISON [] SAVINGS S.S. NO. 210-26-5q58 [] CHECK/NO DATE OF DEATH 11-0~-2005 [] TRUST COUNTY CUMBERLAND [] CERTTF. REHTT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 HEHBERS /ST FCU has provlded the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decadent, you ware a joint owner/beneficiary of this account. If You feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this fora and return Jt to the above address. Thls account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by em[Zing rtl?) 787-8327. COMPLETE PART !BELO# x x x SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1108-00 Date 10-01-197q Established Account Balance 852.70 Percent Taxable X 16.667 -- Amount SubSact to Tax Tax Rate 1~2.12 x .0~5 Potan'l:ial Tax Due 6.qO To insure proper credit to your account, two (2) copies of this notice must accompany your Payment to the Register of #ills. Naka check PaYable to: "Register of Hills, Agent". NOTE: If tax payments ara made within three (3) months of the decedent's data of death, you may deduct a 52 discount of the tax dUB. Any inheritance tax due will become delinquent PART nine (9) months after the date of death. [] TAXP~ A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Hills with two copies of this notice to obtain CHECK ~ a discount or avoid interest, or you may check box "A" and return this notice to the Register of ONE NiZl= and an official assessment will bo issued by the PA Department of Revenue. BLOCK s. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions You must complete PART [] and/or PART [] below, were paid by you. PART Zf you indicate ...... a dzfferent tax rate, please state your [] relationship to decedent:_ TAX RETURN -COMPUTATZON OF TAX ON JOZNT/TRUST ACCOUNTS LINE 1, Date Established Z 2. Account Balance ~. Percent TaxebZe ~X ~. Amount Subject to Tax $. Debts and Deductions $ _ 6. Amount Taxable 7. Tax Rate ~ X 8. Tax Due 8 PART DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID Under penalties of perjury, Z declare that the facts Z have reported above are true, correct and complete to the best of ay knowledge and belief. HOME ( ) ~ NORK ( PURPOSE OF NOTICE: To fulfill the requirements of Section Il40 of the Inheritance end Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Make check or money order payable to: REGISTER OF NILLSj AGENT. REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: A refund of a tax credit, which Nas not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Xnhmritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers aith special hearing and or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied aith the appraisement, a11owancej or disalloaance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg~ PA 171Z8-1021, OR --electing to have the matter determined at the 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) 787-6S05. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SI) discount of the tax paid is allowed. The 15Z 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. This non-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 been 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 data of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. Al1 taxes which became delinquent on or after January 1, 198Z will bear interest at a rate which mill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200q are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z lOg .000548 1988-1991 llZ .000301 2001 9Z .000Z47 1983 Z6Z .000438 199Z 9Z .000247 ZOOZ 6Z .000Z19 1984 112 .000301 1993-1994 72 .00019Z 2003 5Z .000137 1985 13Z .000356 1995-1998 9Z .000247 2004 4Z .O00llO 1986 lOX .000274 1999 7Z .00019Z 1987 9Z .000Z47 ZOO0 8Z .O00Zl9 --Interest is calculated as foliows: TNTEREST = BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELTNQUENT X DA'rLy XNTEREST 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 caIculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2806O1 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003844 MORRISON RICHARD LEE 1.58 STONE HOUSE ROAD CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 210-26-5458 FILE NUMBER: 2103-0956 DECEDENT NAME: MORRISON FLETA A DATE OF PAYMENT: 04/19/2004 POSTMARK DATE: 04/12/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2003 REMARKS: ACN ASSESSMENT CONTROL NUMBER RICHARD L MORRISON AMOUNT 04104627 J $6.40 TOTAL AMOUNT PAID: $6.40 ...... SEAL CHECK//1398 INITIALS: AC RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~k.~H.,~j~§sie, PA 170t3-7~13 Zip Code Attention: T/C ~40 PA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG PA 17128-0601 h.,llh,,h,,Ih,hlh,hlh,.Ih,lh..,Ihh,II COHNONHEALTH OF PENNSYLVAN ' - 2-ZO0~ TYPE OF ACCOUNT ~]!stcr EST. O~ FLETA A MORRISON S.S. NO, 2ZO-Z6-5~58 ~ SAVINGS CHECKING DATE OF DEAT~ ZZ-O~-2005 ~TRUST COUNTY CUMBERLAND ~CERTZF. REHZT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 RICHARD MORRISON zs~ STONENOUSE RD CARLISLE HEHBERS 1ST FCU has Provided the Deportment with the information listed below which hms been Used in Calculating the Potential tax due. Their records indicate that at the death of the above decedent) You· · this account. Zf You feel this information is incorrect, Please obtain written correction from the financial institution, attach a copy to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Ouestio_n.s may be answered by calling (717) 787-85Z7. .ere a 3oznt °kner/benefJc/ary COHPLETE PART 1 BELCH ~ x x SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS Accoun~ No. 1108-01 Date Accoun~ Balance Established To Insure Proper credit to Your account, two X ~ 000. ~ CZ) copies of this notice =ust accompany your Percen~ Taxable X ~ payeant to the Register of H~lls. Ha~e Check 4;oun~ Subject ~o Tax Payable to: "Register of Hills, Agent . ~ ~ NOTE: If tax Payments are made within three x Po~en~ial Tax Due . ~ (3) months of the decedent,s date of dea~, ~~,~ ..... ~ __ You amy d~duct a 5Z discount of ~e tax Any ~nher~tance tax due ~1~1 become delinquent TAXPAYER RE~sE ~"' ';~} o. ths ,;tar ~, data o+ d, ath. A. ~ The above information and tax due is Correct. CHEC[ a discount or avoid interest, or You =ay check box "A" and return this notice to ~e Register of ONE Nills and an official aSses~ent Will be iSSUed by the PA Department of Revenue. BLOCK O~L~ B. ~ The above asset has been or Nj[[ be reported and tax Pa~d with ~e PennsylvanJa Inheritance Tax return to be ~iled by ~e decedent.s representative. C. The e ]n¢~r=ataon Z~ncorrect and/or debts and You ~ complete PART ~ and/or PART ~ belo~. PART Zf You indicate a d~fferen~ ~ax ra~e deductions Nero Paid by you. TZON ~ ~U DATE PAID ~ PAYEE DESCRIPTION AMOUNT PA~D Under Penalties of perjury, Z declare that the facts ! have reported above are true, correct and co.ple~e ~o the best of ,y know/edge end belief. TAXPAYER SIGNATURE HO~NE WORK ( TELEPHONE NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: 5(8RRISON RICHARD LEE STONE HOUSE ROAD CARLISLE, PA 17013 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003843 fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 210-26-5458 2103-0956 MORRISON FLETA A 04/19/2004 04/12/2004 CUMBERLAND 11/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT REMARKS: RICHARD L MORRISON TOTAL AMOUNT PAID: 04104625 I 830.00 I I I I I I I ' 830.00 SEAL CHECK# 1399 INITIALS: AC RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PA 17013-741:3 I),tt~ntion: T/C 340 Zip Code PA DI~FI~EII~' OF FIEVENUE BUREAU OF INDIVIDUAL TAXES INHI~RITANCE TAX DIVI~SlON DE~.~ooo~ ~ ~ HAF~U"o PA ~?~0O0~ l.llll.,l.,lllll:ll.lllll.lll.lll,.llll:hlll BUREAU OF INDIVIDUAL TAXES TNHERZTANCE TAX DIVTSZON DEPT. Z&0601 HARRISBURG, PA 17128-0601 COMMON#EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT '04 f PR 20 :35 ROBERT MORRISON 6 . 522 SPRINGFIELD RD [~I;::' SHIPPENSBURG PA 17257 DATE 04-05-2004 ESTATE OF MORRISON DATE OF DEATH 11-04-2005 FILE NUMBER 21 05-0956 COUNTY CUMBER LAND ACN 04104628 Amount Remitted REV-1;O? EX &FP (01-03) FLETA A HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOHER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) ### INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF MORRISON FLETA A FILE NO. 21 05-0956 ACN 04104628 DATE 04-05-Z004 TH'rS STATEMENT TS PROV*rDED TO ADV'rSE OF THE CURRENT STATUS OF THE STATED ACN 'rN THE NAMED ESTATE. SNONN BELOW/ 'rs A SUMMARY OF THE PR'rNC'rPAL TAX DUE, APPL'rCAT'rON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, 'rF APPL'rCABLE, A PROJECTED .rNTEREST F.rGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-05-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 6.40 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 03-05-2004 CD003651 .00 6.40 .rF PA.rD AFTER TH'rS DATE, SEE REVERSE SIDE FOR CALCULAT'rON OF ADD'rTZONAL 'rNTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT 'rS REQUIRED. 'rF TOTAL DUE ZS REFLECTED AS A 'CRED'rT" TOTAL TAX CREDIT 6.40 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF TH'rS FORM FOR 'rNSTRUCT'rONS. ) BUREAU OF ZNDTVTDUAL TAXES INHERTTANCE TAX DTYZSTON DEPT. 280601 HARRTSBURG, PA 171Z8-0601 CONNONNEALTH OF PENNSYLVANTA DEPARTNENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT REV-160? EX AFP (II-DS] ROBERT NORR~ON APR 20 522 SPRINGFIELD RD SHIPPENSBURG kS:~ 17257 DATE 0q-05-Z00q, ESTATE OF HORRISON DATE OF DEATH ].].-0~-2005 FILE NUNI~ER 21 0:5-0956 COUNTY CUHBERLAND ACN 0~10~626 Amount FLETA A HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUH]~ERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insur-e proper credit to your account, submit the upper port/on of thAs form tflth your tax payment. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ ~'E'V-: ~ ~3-f - ~' -~ ~- - [ 5-1---6 ~T ..... -~- -~ ~k-Efi ~Y-~ E~- -f~- -~ ¥~-fE R~-~f ' ~¥ - ~-~6 O~-f - - ~-~ ..................... ESTATE OF HORRISON FLETA A FILE HO. Z1 05-0956 ACN ORlOR626 DATE O~-05-ZOOR THIS STATENENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NANED ESTATE. SHO#N BELON TS A SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE.. AND, ZF APPLICABLE, A PROJECTED TNTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTNENT: 0~-05-Z00~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYNENTS (TAX CREDITS): $0.00 PAYHENT RECEIPT DISCOUNT ¢+) AHOUNT PAID DATE NUHgER INTEREST/PEN PAID (-) 0~-05-200~ CD00~650 .00 ~0.00 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT 1S REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CRED/T' (CR), TOTAL TAX CREDIT $0.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORN FOR INSTRUCTIONS. BUREAU OF ZND/V/DUAL TAXES /NHERTTANCE TAX D/VTSTON DEPT. 2&0601 HARRISDURG~ PA 1712D-0601 COMMONWEALTH OF PENNSYLVANTA DEPARTMENT OF REVENUE ZNHERZTANGE TAX STATEHENT OF ACCOUNT RE¥-16D? EX AFP (81-85) '04 i~?R 20 ~:i!:35 ROBERT MORRISON 522 SPRINGFIELD RD SHIPPENSBURG PA DATE 0fi-05-2004 ESTATE OF HORRISON DATE OF DEATH 11-04-2005 FILE NUMBER 21 05-0956 COUNTY CUMBERLAND ACN Amoun'~ Rom'~.'l~'ced FLETA A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ 1:o your account, submi~ ~he upper por~cion of ~his form w~.'kh your 1:ax payment:. CUT ALONG TH'rS LINE ~* RETAIN LO#ER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~## INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF HORRISON FLETA A F'rLE NO. 21 05-0956 ACN 04104624 DATE 04-05-2004 THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHO#N BELOW ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FTGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 04-05-200~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 82.52 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-05-2004 CD005652 .00 82.52 ZF PAID AFTER TH/S DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' {CR}, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. TOTAL TAX CREDIT 82.52 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 RESERVATION: PURPOSE OF NOT/CE: PAYMENT: REFUND [CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCDUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Comaonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 21q0 of the /nheritance and Estate Tax Act, Act ZS of ZOO0. (7Z P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of #ills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on tho Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance end Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special lq-hour answering service for forms ordering: 1-800-361-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-BOO-4q7-SOZO (TT only). Any party in interest not satisfied eith the appraisement, allowance, or disallowance of deductions, or assessment of 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. Z810Z1, Harrisburg, PA 17118-1011, 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 bo addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-0601 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 correctable errors. If any tax due is paid within three (3) calendar months after tho decedent's death, a five percent (51) discount of the tax paid is allowed. The 151 tax amnesty non-participation penalty is computed on the totaI of the tax and interest assessed, and not paid before January 18, 1996, the first day after tho end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been 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 the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016~. A11 taxes which became delinquent on and after January 1, 198Z HilI bear interest at a rate Hhich 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 ZO0~ are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor ~ ZOZ .0005q8 ~)'~'B- 1991 IIZ .OOOSOi 1983 16Z .000~38 1992 91 .0002q7 198q IZZ .000301 1993-199~· 77. . O0019Z 1985 137. .000356 1995-199B 91 .000247 1986 IOZ . OOOZ?4 1999 77. .000192 1987 lOZ .000274 2000 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor ZOO1 91 .O00Zq? 2002 6Z .00016~ 2003 5Z .OOOIS7 200q 42 .000110 X NUHBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent eill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Xf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES Dear Register of Wills~/~ Enclosed you will find: L,Z~teheck(s) r'-J documents(s) which were received by the Department of Revenue in error. These may be processed according to normal procedures. REMINDER: The POST MARK DATE on envelope attached to any checks enclosed must appear on your Official Receipt. Thank you. Sincerely, John Murphy, Chief Inheritance Tax Division (717) 787-6201 Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes Dept 280601 Harrisburg PA 17128-0601 DROP AUTHORiZATiON I~,AILED AT READING PA,, H ME MS GLEN]DA FARNER REGISTER OF WILLS CUMBER~ CO coURTHOUSE I CoURTHOUSE SQ CARLISLE PA 17013 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 003893 MORRISON RICHARD LEE 158 STONE HOUSE ROAD CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 210-26-5458 FILE NUMBER: 2103-0956 DECEDENT NAME: MORRISON FLETA A DATE OF PAYMENT: 05/03/2004 POSTMARK DATE: 04/30/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04104623 I $82.32 REMARKS: TOTAL AMOUNT PAID: $82.32 SEAL CHECK//1400 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DIV/SION DEPT. 280601 HARRISBURg, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLORANCE OR DISALLO#ANCE OF DEDUCTIONS, AND ASSESSHEMT OF TAX OM JOINTLY HELD OR TRUST ASSETS *O4 RICHARD MORRISON 158 STONEHOUSE RD CARLISLE PA 17qT~ DATE 05-31-200q ESTATE OF MORRISON DATE OF DEATH 11-0q-2005 FILE NUMBER COUNTY SSN/DC ACN 21 05-0956 CUMBERLAND Z10-26-5~58 ORIOR6Z7 Amount Remitted FLETA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 A CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-51-200~ ESTATE OF MORRISON FLETA A DATE OF DEATH ll-Oq-ZO05 COUNTY CUMBERLAND FILE NO. 21 05-0956 S.S/D.C. NO. Z10-26-5~58 ACN 0~104627 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 1108-00 TYPE OF ACCOUNT: (~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TINE CERTIFICATE DATE ESTABLISHED 10-01-197~ Account Balance 852.70 Percen~ Taxable X 0.166 Amoun~ Subjec~ ~o Tax lqZ.12 Debts and Deductions - .00 Taxable Amoun~ 1RZ.1Z Tax Ra~e X .~5 Tax Due 6.10 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER AMOUNT PAID DISCOUNT (+) INTEREST/PEN PAID ¢-) PAYMENT MUST BE MADE BY 08-05-ZOOq~. TOTAL TAX CREDIT I BALANCE OF TAX DUE[ INTEREST AND PEN. TOTAL DUE IF PAZD AFTER THIS DATE~ SEE REVERSE FOR CALCULATION OF ADDZTZONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 6.qO .00 6.qO PURPOSE OF NOTZCE: To fulfill the requirements of Section 2140 of the Znheritance and Estate Tax Act, Act 23 of 2000. (71 P.S. Section 91~0). PAYNENT: REFUND (CR): OBJECTZONS: ADNZN- ISTRATZVE CORRECTZONS: DZSCOUNT: PENALTY: ZNTEREST: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Hake check or money order payable to: REGZSTER OF NZLLS, AGENT. A refund of a tax credit, ahich ems nat requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania [nharitanca and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Hills, any of the 15 Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-361-Z050~ services for taxpayers with special hearing and or speaking needs: 1-800-447-3010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of receipt of this Notice by: --written pretest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 171ZB-IOZ1, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appee! to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Zndividual Taxes, ATTN: Post Assessment Reviee Unit) DEPT. 280601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. See page 5 of the booklet "/nstructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent discount of the tax paid is allowed. The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, end not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the seem time period as you mould appeal the tax and interest that has been 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 ef death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest mt the rate of six (61) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate ahich 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 2004 ara: Zntarest Daily Znterest Daily [nterest Daily Year Rate Factor Year Rate Factor Year Rata Factor 198'"-~ ZOZ .000548 19g~-1991 111 .000~01 ZO0~ 9X .000147 1983 161 .000458 1991 91 .000247 ZOOZ 61 .000219 1984 112 .OO0501 1993-1994 72 .00019Z 2003 52 .000137 1985 132 .000S56 1995-1998 92 .000247 2004 42 .0001/0 1986 101 .000174 1999 7Z .000192 1987 9Z .000147 ZOO0 BZ .000119 --Tnterest is calculated as follows: ZNTEREST = BALANCE OF TAX UNPAZD X NUHBER OF DAYS DELZNQUENT X DAZEY ZNTEREST 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. BUREAU OF ZNDZVTDUAL TAXES TNHERZTANCE TAX DTVZSTON DEPT. 280601 HARRZSBURG, PA 17128-0601 COHNONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRA/SEHENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX *O4 ROBERT H FREY FREY & TILEY 5 S HANOVER ST ~;. CARLISLE PA 17015 RE¥-iSd? EX AFP (01-n$) DATE ESTATE OF DATE OF DEATH FZLE NUHBER .=COUNTY ACN 05-51-2004 HORRISON 11-04-Z005 21 05-0956 CUHBERLAND 101 Amoun~ Ralnitted FLETA A HAKE CHECK PAYABLE AND REH'rT PAYHENT TO: REGTSTER OF NTLLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 17015 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF /NHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSNENT OF TAX ESTATE OF HORRTSON FLETA A FZLE NO. 21 05-0956 ACH 101 DATE 05-51-2004 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE /NTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) $. Closely Held Stock/Partnership lnterest (Schedule C) ($) ~. Hortgages/Notes Receivable (Schedule D) (~) 5. Cash/Bank Daposits/Hisc. Personal Property (Schedule E) ($) 6. Jointly O~ned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXENPTZONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9) 10. Debts/Hortgaga Liabilities/Liens (Schedule 1) (10) 11. Total Deduct/one 12. Net Value of Tax Return 110/000.00 .00 .0O .00 27/975.00 9/869.00 20/185.00 (8) 28,584. O0 NOTE: To insure proper credit to your account, submit the upper portion of th~s form ~2th your tax payment. 13. 1~. NOTE: 168,025. O0 1.657.00 (11) 30.2~1.00 (12) 137,804.00 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Net Value of Estate Subject to Tax (lq) Zf an assessment vas issued previously, lines 1~, 15 and/or 16, 17, reflect flgures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Line 1~ at Spousal rate 16. Amount of Line 1~ taxable at Lineal/Class A rate 17. Amount of Line 1~ at Sibling rate 18. Amount of Line lq taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDZTS: PAYHENT RECEZPT DZSCOUNT (+) DATE NUHBER INTEREST/PEN PAZD (-) 02-05-2004 CD005521 510.05 .00 157,804.00 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. 18 and 19 gill (15) .00 x O0 = .00 (16) 157,804.00 x 045 = 6,201.00 (17) .00 x 12 = .00 (18) .00 x 15 = .00 (19)= 6,201.00 AHOUNT PAZD 6,541.00 TOTAL TAX CREDZT 6,651.05 3ALANCE OF TAX DUEI 450.05CR ZNTEREST AND PEN. .00 TOTAL DUE 450.05CR ( IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT 1S REQUZRED. 1F TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THZS FORH FOR INSTRUCTZONS.) RESERVATION: PURPOSE DF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- 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 decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class D [collateral) rate on any such futura interest. To full111 the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (7Z P.S. Section 91~0). Detach the tap portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Zq-hour answering service for forms ordering: 1-B00-36Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-4qT-30ZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of 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. gBlOgl, Harrisburg, PA 17128-lOZ1, 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. ZB0601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sam page S of the booklet "Instructions far Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is allowed. The 1SI 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 and of the tax amnesty period. This non-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 been assessed as indicated on this notice. 1983 1984 1985 1986 1987 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .000164. 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 ZOO4 are: Interest Daily Interest Daily Interest Daily Rate Factor Year Rate Factor Year Rate Factor ZOZ .OOOS4B ~"8-1991 llZ .go0301 ZOOl 9Z .000Z47 162 .000438 199Z 9Z .000247 ZOOZ 6X .000164 112 .000301 1993-1994 7Z .00019Z 2003 5Z .000137 13Z .000356 1995-1998 9Z .000247 2004 42 .O00110 IOZ .O00Z7~ 1999 7Z .O0019Z IOZ .000Z74 ZOO0 7Z .00019Z X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (153 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. BUREAU OF INDIVIDUAL TAXES ZHHERXTAHCE TAX DXVTSTON DEPT. 280601 HARRISBURG, PA 171Z8-0601 RICHARD HORRISON 158 STONEHOUSE RD CARLISLE PA 17015 COMHONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLO#ANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF' TAX ON JOINTLY HELD OR TRUST ASSETS R ....... ~ ~. ~ ,4. ~DA!E,~; 0 8- 0 2- 2 0 0 4 ~: ~ - EST~ OF MORRISON ~2~iF '~ ~ ~T~OF DEATH 11-0~-200~ FILE NUHBER Z1 0~-0956 COUNTY CUHBERLAND '04 JUL 30s~0 ~0-~6-~ ACN 0~10~625 Amoun~ RemA~ed REV-l;48 EX &FP (01-05) FLETA A HAKE CHECK PAYABLE AND RENIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-02-2004 ESTATE OF HORRISON FLETA A DATE OF DEATH 11-04-2005 COUNTY CUHBERLAND FILE NO. 21 05-0956 S.S/D.C. NO. 210-26-5458 ACN TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED 04104625 JOINT OR TRUST ASSET INFORHATZON FINANCIAL INSTITUTION: HEHBERS 1ST FCU ACCOUNT NO. 1108-q0 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (~ TIHE CERTIFICATE DATE ESTABLISHED 05-01-2001 Account Balance .00 Percent Taxable X 0.166 Amount Subject to Tax .00 Debts and Deductions - .00 Taxable Amount .00 Tax Rate Tax Due .00 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT."' PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) Oq-50-ZOOq 07-26-2004 CD005895 REFUND .00 .00 82.52 82.52- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS RE~UTRED. IF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 .00 .00 .00 PURPOSE OF NOTICE: To fulfill the requirements of Section ZI¢O of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TI P.S. Section 91¢0). PAYHENT: REFUND (ER): OBJECTIONS: ADNZN- ISTRATZVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, ehich was not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ere available at the Office of the Register of Hills, any of the Z3 Revenue District Offices or by calling the special lC-hour answering service for forms ordering: 1-800-$6Z-Z050; services for taxpayers with specie1 hearing and or speaking needs: 1-600-¢¢7-3DZ0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may 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 --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Decedent" (REV-lB01) for an explanation of administratively correctable errors. If any tax due is paid within throe (3) calendar months after the decedent's death, a five percent (BX) discount of the tax paid is aZloaed. The 15Z tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This nan-participation penalty is appealable in the same manner and in the the same tile period as you mould appeal the tax and interest that has been 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 the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016¢. All taxes which became delinquent on or after January l, 198Z alii 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 appZicable interest rates for 19aZ through ZO0¢ are: Interest Daily interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .0005¢8 198"~-1991 11Z .000301 ZO0~ 9Z .0002¢7 1983 16Z .000¢38 1992 92 .000Z¢7 ZOOZ 6Z .000219 198¢ Ill .OOO301 1993-199¢ 72 .O0019Z ZOO3 5Z .000137 1985 13Z .000356 1995-1998 92 .000Z¢7 ZO0¢ CZ .000110 1986 IOZ .000Z7¢ 1999 7Z .OO019Z 1987 9Z .000247 ZOO0 8Z .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELTNQUENT X DAZEY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (lS) 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. BUREAU OF TNDTVZBUAL TAXES TNHERTTANCE TAX DIVISION DEPT. 180601 HARRISBURG, PA 17128-0601 RICHARD HORRISON 158 STONEHOUSE RD CARLISLE COHHONgEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT. ALLORANCE OR DZSALLOHANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS R~.~. .... :_- .......*-:Dt~E 08-OZ-ZO0~ DATE OF DEATH 11-04-::'003 FILE NUMBER 21 03-0956 ~DOUNTY CUHBERLAND '04 JUL 30 iS. i Dc zzo-z6-s4s8 ACN 04104625 PA 17013 FLETA A Amoun~ Rem'i**ed I HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF gILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~1 ................................................................................... NOTICE OF INHERITANCE TAX APPRAZSEHENT~ ALLOgANCE OR DISALLO#ANCE OF DEDUCTIONS~ AND ASSESSHENT OF TAX ON dOINTLY HELD OR TRUST ASSETS DATE 08-02-2004 ESTATE OF HORRISON FLETA A DATE OF DEATH 11-04-2003 COUNTY CUMBERLAND FILE NO. 21 03-0956 S.S/D.C. NO. 210-26-5458 ACN 04104625 TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED dOZNT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: HENBERS 1ST FLU ACCOUNT NO. 1108-04 TYPE OF ACCOUNT: (~ SAVINGS C ) CHECKING C ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 02-01-2001 Accoun~ Balance .00 Percen~ Taxable X 0.166 Amoun~ Sub~ec~ ~o Tax .00 Debts and Deductions - .00 Taxable Amoun~ .00 Tax Ra~e X .45 Tax Due .00 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE ~ITH YOUR TAX PAYHENT TO THE REGISTER OF ~ILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF ~ILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AHOUNT PAID 04-12-2004 07-26-200~ CD003843 REFUND .00 .00 30.00 30.00- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAZD AFTER THZS DATE,, SEE REVERSE FOR CALCULATZON OF ADDITIONAL ZNTEREST. ZF TOTAL DUE ZS LESS THAN $1,, NO PAYMENT TS REgUZRED. ZF TOTAL DUE 'rs REFLECTED AS A "CRED'rT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S'rDE OF THIS FORH FOR ZNSTRUCTZONS. .00 .00 .00 .00 PURPOSE OF NOTICE: PAYMENT: REFUND OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Make check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, ahich Nas not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-Z313). Applications ara available at the Office of the Register of Hills, any of the Z3 Revenue Oistrict Offices or by calling the special Iq-hour ansaering smrvica for forms ordering: 1-800-36Z-ZOSO; services for taxpayers with special hearing and or speaking needs: Z-800-qqT-3OZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disaZ1oNanca of deductions or assessment of tax (including discount or interest} as sho~n on this Notice may object ~ithin sixty (60) days of receipt of this Notice by: --~rittan protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court FactuaI errors discovered on this assessment should be addressed in Nriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 171Ia-0601 Phone (717) 787-6S05. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decadant's death, a five percent discount of the tax paid ts allowed. The 1SX tax amnesty non-participation penalty is computed on the torsi of the tax end interest assessed, and not paid before January lB, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax end interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and one (13 day free the date of death, to the date of payment. Taxes ~hich became delinquent before January l, 19BI bear interest at the rate of six (6~) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year ~ith that rats announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 196'~8-1991 llg .OOg30X 200'~ 9Z .O00Zq7 1983 16Z .000~$8 199Z 9Z .OOOZ~7 ZOOZ 6Z .000Z19 198~ llZ .000301 1995-199~ 7Z .O0019Z ZOO3 5X .000137 1985 i~Z .000356 1995-1998 9X .000Z47 2004 ~Z .000110 1986 lOX .000274 1999 7Z .00019Z 1987 9Z .O00Zq7 ZOO0 BZ .000Z19 --Interest is calculated as follows: /NTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT X DAILy I'NTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (153 days beyond the date of the assessment. If payment is made after the interest computation date sho~n on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DT¥/SION DEPT. 2806nl HARRISBURg, PA 17128-0601 CONNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE ZNHERTTANCE TAX STATEHENT OF ACCOUNT REV-~/07 EX AFP (0~-05) ROBERT H FREY FREY & TILEY 5 S HANOVER ST CARLISLE PA 17015 DATE 06-28-2004 ESTATE OF MORRISON DATE OF DEATH 11-04-Z005 FILE NUNBER 21 05-0956 COUNTY CUHBERLAND ACN 101 Amoun~ Rem'i*t'ted FLETA A HAKE CHECK PAYABLE AND REHIT PAYNENT TO: REGISTER OF WILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submit: ~:he upper por~:ion of ~his form wi~h your ~ax payment:. CUT ALONG THIS LINE ~'- RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ##~ 'rNHER'rTANCE TAX STATENENT OF ACCOUNT ~K~ ESTATE OF HORRISON FLETA A FILE NO. 21 05-0956 ACN 101 DATE 06-28-2004 TH'rS STATEMENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHONN BELON TS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APPLTCABLE, A PROJECTED TNTEREST F/GURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 05-24-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... 6,201.00 PAYHENTS (TAX CREDITS): PAYHENT DATE 02-03-2004 06-11-200q RECEIPT NUMBER CD005521 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 510.05 .00 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL /NTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYMENT KS REQUIRED. ZF TOTAL DUE KS REFLECTED AS A 'CREDIT" (CR), AHOUNT [A~ = rF TOTAL TAX CREDIT 6,201.00 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 TNSTRUCTTONS. } Name of Decedent: Date of Death: Will No. STATUS REPORT UNDER RULE 6.12 FLETA A. MORRISON NOVEMBER 4, 2003 Admin. No. 21-03-0956 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). (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes (X) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: August 10, 2004 Signature Robert M. Frey Name (Please type or print) ~ Cap~acity: ( ) Personal ( X ) Counsel 5 South Hanover Street Carlisle, Pa 17013 Address (717)243-5838 Telephone No. Representative for Personal Representative BUREAU OF INDIVIDUAL TAXES INHEkITANCE TAX DZVTSZON DEPT. Z80601 HARRISBURG., PA 171?8-0601 ROBERT MORRISON 522 SPRINGFIELD RD SHIPPENSBURG PA 17257 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT DATE 06-01-Z00~ ESTATE OF HORRISON DATE OF DEATH 11-0~-Z005 FILE NUMBER 21 05-0956 COUNTY CUMBERLAND ACN 0~10~628 Amoun~ Remi*~ed REV-160? EX AFP (01-05) FLETA A HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~:o your account, submi~ ~he upper por~Aon of ~his form wA~:h your ~mx payment. CUT ALONG THIS LINE ~'* RETAZN LOWER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ##~ INHERITANCE TAX STATEHENT OF ACCOUNT ~ ESTATE OF MORRISON FLETA A FILE NO. 21 0S-0956 ACN 0~10~628 DATE 06-01-200~ THTS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM IN THE NAHED ESTATE. SHO~/N BELO# ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-Z~-ZO0~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): .00 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 PAYMENT: Detach the top portion of this Notice and submit eith your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NTLLS, AGENT. -- If NON-RES/DENT DECEDENT make check or money order payable to: CONMONNEALTH OF PENNSYLVANIA. REFUND (CA): A refund of a tax credit, ehich ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Hills, any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-BgO-36Z-2050; services for taxpayers eith special hearing and / or speaking needs: 1-800-q47-30Zg [TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Raviaa Unit, Dept. 280601, Harrisburg, PA 17lZ8-0601, phone (717) 787-6S05. DISCOUNT: If any tax due is paid within three (3) calendar months after the decadant's death, a Rive percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z 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 and of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine [93 months and Dna (1) day free the date of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six ¢6X) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January l, 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. Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 198Z lOg .000548 1988-1991 llZ .OOO3Ol ZOOX 1983 16Z .000438 1992 9Z .OOOZq7 ZOOZ 1984 llZ .000301 1993-1994 7Z .O0019Z 2005 1985 X3Z .000356 1995-1998 9Z .000247 2004 1986 lOX .000274 1999 7Z .O0019Z 1987 9Z .000247 2000 8Z .OOOZ19 The applicable interest rates for 1982 through ZOO4 ara: Interest Daily Rate Factor .000247 .000164 .000137 .000110 --Interest is calculated 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 sade after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES /NHERZTANCE TAX DTVZSION · DEPT. 280601 HARRISBURG,, PA 17128-0601 ROBERT MORRISON 522 SPRINGFIELD RD SHIPPENSBURG PA 17257 COHMONt~EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATE'lENT OF ACCOUNT DATE 06-01-Z004 ESTATE OF MORRISON DATE OF DEATH 11-04-Z005 FILE NUMBER 21 05-0956 COUNTY CUMBERLAND ACN 04104626 Amoun~ Remi~ed REV-16D7 EX &FP FLETA A HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit: ~o your accoun~:, submi~ ~:he upper potation of ~his form wi~ch your ~:ax payment:. CUT ALONG THIS L'rNE ~ RETA'rN LOWER PORT'rON FOR YOUR RECORDS *~ REV-1607 EX AFP (01-03) ~ ZNHER'rTANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF MORRISON FLETA A FILE N0.21 03-0956 ACN 04104626 DATE 06-01-2004 TH'rS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAHED ESTATE. SHOWN BELON IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED /NTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-24-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): .00 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT ZF PAID AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULATION OF ADDITIONAL ZNTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE IS REFLECTED AS A "CRED/T" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR /NSTRUCTIONS. ) .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 PAYHENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF #ILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: CONHONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which ams not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of Hills, any of the Z$ Revenue District Offices or frae the Department's Iff-hour answering service for fores ordering: 1-800-36Z-ZO50; services for taxpayers Nith special hearing and / er speaking needs: 1-800-4~7-5010 (TT only). REPLY TO: guastions regarding errors contained on this notice should ba addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Oapt. Z80601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three ($) calendar months after the dacedant's death, a five percent (SI) discount of the tax paid is alloNed. PENALTY: The 151 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 aith first day of delinquency, or nine (9) months and Dna (1) day from the date of death, to the date of payment. Taxes Nh[ch became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 1982 mill bear interest at a rate Nhich 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 Z004 ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 1982 ZOg .000548 1988-1991 llZ .OO03Ol ZOOl 1985 X6Z .000458 1992 91 .0002~7 2002 1984 llZ .000501 1993-1996 7Z .000191 2003 1985 X3Z .000356 1995-1998 9Z .000247 ZO0~ 1986 lOZ .000174 1999 7Z .000191 1987 9Z .000247 ZOO0 82 .000219 Interest Daily Rate Factor 9Z .000147 62 .000164 5Z .000137 4Z .000110 --Interest is calculated as folloes: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DATLY INTEREST 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 sheen on the Notice, additional interest must be calculated. BUREAU OF ZNDZVTDUAL TAXES TNHERTTANCE TAX DZVTSTON · DEPT. HARRTSBURG, PA 171Z8-0601 ROBERT HORRISON 522 SPRINGFIELD RD SHIPPENSBURG PA 17257 COHHONWEALTH OF PENNSYLVAN*rA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN REV-lg07 EX ~FP C01-03) 06-01-2004 HORRISON FLETA A 11-04-2005 21 05-0956 CUHBERLAND 04000815 Amount Remi~ed I HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~:he upper por~:ion of ~his for. wi~h your ~ax payment:. CUT ALONG THIS L'rNE ~ RETA'rN LOWER PORT'rON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~ *rNHER'rTANCE TAX STATEHENT OF ACCOUNT ESTATE OF HORRISON FLETA A FILE NO. 21 05-0956 ACN 04000815 DATE 06-01-Z004 THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHO#N BELON IS A SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIOURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 05-Z4-Z004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): .00 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 PAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to= COHNONNEALTH OF PENNSYLVANIA. 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-IS15). Applications ara available at the Office of the Register of Hills, any of the Z3 Revenue District Offices ar from the Department's Z4-hour answering service far forms ordering: 1-BOO-56Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-4qT-50ZO (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. Z80601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: 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 allowed. PENALTY: The 15Z tax amnesty nan-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, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (BI) percent per annum calculated at a daily rata of .000164. Al1 taxes which became delinquent on and after January 1, 19BI 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 ZOO4 ara: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor Year Rate 198Z ZOZ .000548 1988-1991 llZ .000301 ZOO1 9Z 1983 162 ,000438 1992 9Z .000247 ZOOZ 6Z 1984 iXZ .000501 1993-1994 7Z .O00ZYZ 2005 SZ 1985 13Z .000556 1995-1996 9Z .000Z47 2004 4Z 1986 10Z .000Z74 1999 7Z .00019Z 1987 9X .000Z47 ZOO0 8Z .000219 Daily Factor .000Z47 .000164 .000137 .000110 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. Xf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVZSTON DEPT. Z80601 HARRISBURG,, PA 171Z8-0601 ROBERT MORRISON 522 SPRINGFIELD RD SHIPPENSBURG PA 17257 CONMON#EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ZNHER]:TANCE TAX STATEMENT OF ACCOUNT DATE 06-01-200q ESTATE OF NORRISON DATE OF DEATH 11-0q-2005 FILE NUMBER 21 05-0956 COUNTY CUHBERLAND ACN OqlOq62~ Amoun~c Remi~ed REV-ldO07 EX AFP (01-03) FLETA A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his form wi~h your 'tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~ INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF MORRISON FLETA A FILE NO. 21 05-0956 ACN 0~10q62~ DATE 06-01-200~ THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHOWN BELOW ZSA SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-2~-200~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): .00 PAYMENT DATE 05-2q-200q RECEIPT NUMBER SUMMARY OF DISCOUNT (+) INTEREST/PEN PAID (-) ~LL 005 PAYMENTS .00 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULAT[ON OF ADDITIONAL INTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT 1S REQUIRED. ZF TOTAL DUE 1S REFLECTED AS A "CREDIT" (CR), AMOUNT PAID .00 TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORH FOR INSTRUCTIONS. ) 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. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. 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-1315). Applications are available at the Office of the Regis[mr of Hills, any of the ZS Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-BOO-$6Z-ZO50; services for taxpayers with special hearing and / or speaking needs: 1-800-447-SOZ0 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of [ndividual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: 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 aIIowed. PENALTY: The 15Z 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, or nine (9) months and one (l) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary free calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 200q are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 198Z ZOZ .000548 1988-1991 11X .O00SOl ZOO1 1983 16g .0004S8 1992 9Z .000247 ZOO2 1984 llZ .000SOX 1995-1994 7Z .00019Z ZOOS 1985 1SI .000S56 1995-1998 92 .000247 2004 1986 lOX .000274 1999 72 .000192 1987 9Z .000247 ZOO0 eX .000219 Interest Daily Rate Factor 9Z .000247 62 .000164 5g .000137 qZ .000110 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DALLY 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 tho Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES I'NHER'rTANCE TAX DTVZSTDN DEPT. Z80601 HARRISBURG., PA 171Z8-0601 RICHARD HORRISON 158 STONEHOUSE RD CARLISLE PA 17015 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT DATE 06-01-Z00q ESTATE OF HORRISON DATE OF DEATH 11-0~-2005 FILE NUHBER Z1 05-0956 COUNTY CUMBERLAND ACN 0~10~627 Amount Remitted REV-I(;07 EX AFP FLETA A HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG TH'rS LINE ~ RETAIN LOWER PORT'rON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ### INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF HORRISON FLETA A FILE NO. 21 03-0956 ACN 0~10~627 DATE 06-01-200~ THIS STATEMENT ZS PROVIDED TO ADV'rSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHONN BELON ZSA SUHHARY OF THE PRINCIPAL TAX DUE., APPLICATION OF ALL PAYHENTS:, THE CURRENT BALANCE, AND,, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 05-2~-Z00~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): .00 PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID O~-lZ-ZO0~ CD0038~ .00 6.~0 TOTAL TAX CREDIT ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL /NTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 6 .~0 6. ROCR BALANCE OF TAX DUE INTEREST AND PEN. .00 TOTAL DUE 6.ROCR PAYHENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF #ILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: CONNONtfEALTH OF PENNSYLVANIA. REFUND (CR]: A refund of a tax credit, ahich ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Nills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: Z-800-36Z-ZOBO~ services far taxpayers with special hearing and / or speaking needs: 1-800-q47-30ZO (TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (BI) discount of the tax paid is allowed. PENALTY: The 15Z 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, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (SI) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 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 ZOO4 ara: Interest Daily Interest DaiIy Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20X .O00S4B 1988-1991 Ill .000301 ZOO1 92 .000247 1983 16Z .0004~8 199Z 92 .000Z47 ZOOZ 6Z .000164 1954 Ill .000301 1993-1994 7Z .O00lgz 2003 52 .000137 1985 132 .000~56 1995-1998 92 .000Z47 2004 4Z .000110 1986 iOZ .000274 1999 7Z .00019Z 1987 9Z .000247 2000 8Z .000219 --Interest is calculated 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. BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTV[STON DEPT. Z80601 HARRTSBURG, PA 171Z6-060! COHNONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1GO? EX AFP C01-03) RICHARD HORRISON 158 STONEHOUSE RD CARLISLE PA 17015 DATE 06-1q-2004 ESTATE OF MORRISON DATE OF DEATH ll-Oq-ZO0$ FILE NUMBER 21 05-0956 COUNTY CUMBERLAND ACN 04000812 A.oun'l: FLETA A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his for. wi~h your ~ax payment. CUT ALONG TH'rS LTNE ~ RETAIN LOWER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) #~ ZNHER'rTANCE TAX STATEMENT OF ACCOUNT ESTATE OF MORRISON FLETA A FILE NO. 21 05-0956 ACN 0~00081Z DATE 06-14-Z00~ THTS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHO#N BELOW ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROdECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-2q-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): .00 PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-22-2004 06-01-200q CD005475 REFUND ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1~ NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR)~ .00 .00 61.15 61.15- TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE k REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. PAYMENT: Detach the top portion of this Notice and submit mith your payment made payable to the name and address printed an the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGTSTER OF NTLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANTA. REFUND (CR): A refund of a tax credit, ahich Nas not requested on the Tax Return, amy be requested by compZeting an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-15153. Applications are availabZe at the Office of the Register of Nills, any of the Z3 Revenue District Offices or froa the Department's gq-hour answering sarvice for fores ordering: 1-800-362-ZOS0; services for taxpayers with special hearing and / or speaking needs: 1-&00-447-3010 (TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z&0601, Harrisburg, PA 17128-0601, phone (717) 787-6S05. DISCOUNT: If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (51) discount of fha tax paid is alloaed. PENALTY: The 151 tax amnesty non-participation penalty is computed on tha total of the tax and interest assessed, and nat 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 delinquancy, or nine (9) months and Dna (1) day from the date of death, to fha date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate af six (6Z) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquant on and after January 1, 1981 will bear intarest at a rate which will vary free calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19B2 through Z004 are: Interest Daily Intarast Daily Year Rate Factor Year Rata Factor Year 1982 202 .OOO54B 1988-1991 llX .OO03fll 20Ol 1983 16Z .00043B 1992 9Z .0002q7 2002 1984 llZ .00030l 1993-1994 72 .000192 2005 1985 152 ,000356 X99S-X998 9Z .O00Z~7 2004 1986 lOZ .000274 1999 7Z .00019Z 1987 92 .000147 ZOO0 82 .000119 Interest Daily Rate Factor 92 .O00Zq7 62 .00016~ 52 .000137 42 .O00110 --Interest is calculated as follows: XNTBREST = BALANCE OF' TAX UNPATD X NUNBER OF DAYS DELTNgIUENT X DATLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of tho assessment. Xf payment is made after the interest computation date shown on the Notice, additional interest must be calcuZated. BUREAU OF ZNDZV'rDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT RE¥-1607 EX AFP (01-0I) RICHARD HORRISON 158 STONEHOUSE RD CARLISLE PA 17015 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 08-09-2004 NORRISON FLETA 11-04-2005 21 05-0956 CUHBERLAND A HAKE CHECK PAYABLE AND REFIIT PAYNENT TO: REGISTER OF NI~LLS CUHBERLAND Cd~ COURT :ROUSE ii:. CARLISLE, PA'~,17015,,.o.. NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~hJs'form wlijtt~ your ~ax payment. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) #~ INHERITANCE TAX STATEHENT OF ACCOUNT ESTATE OF MORRISON FLETA A FILE NO. 21 05-0956 ACN 04104625 DATE 08-09-2004 THIS STATENENT ZS PROVIDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACH IN THE NAHED ESTATE. SHO#N BELOW ZSA SUHHARY OF THE PRINCIPAL TAX DUE:, APPLTCATTON OF ALL PAYNENTS, THE CURRENT BALANCE., AND., IF APPLICABLE, A PROdECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 07-26-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYNENTS (TAX CREDITS): .00 PAYNENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID C-) AHOUNT PAID 04-12-2004 07-26-2004 CD00~84~ REFUND .00 .00 $0.00 50.00- ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' [CR)~ TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR TNSTRUCTZONS. ) BUREAU OF INDIVIDUAL TAXES TNHERZTANCE TAX DTVZSION DEPT. /BO601 HARRISBURG,, PA 171Z8-0601 COHNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT REV-160? EX AFP (01-05) RICHARD HORRISON 158 STONEHOUSE RD CARLISLE PA 17015 DATE 08-09-2004 ESTATE OF MORRISON FLETA DATE OF DEATH 11-04-2003 FTLE NUHBER COUNTY CUN'~'~ER L AN ACN 0 HAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGISTER OF ~iLLS CUMBERLAND ~: COURTHOUSE CARLISLE, PA 1701~ A NOTE: To insure proper crmd/~ *o your account, subm/~ ~he upper portion of ~his form wi~h your ~ax payment. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~ INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF HORRISON FLETA A FILE NO. 21 03-0956 ACN 04104625 DATE 08-09-2004 THTS STATENENT TS PROVTDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACN TN THE NANED ESTATE. SHONN BELO# TS A SUNNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, TF APPL/CABLE, A PROJECTED TNTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 07-26-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): .00 PAYNENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID C-) AHOUNT PAID 04-30-2004 07-26-Z004 CD005893 REFUND .00 .00 82.32 82.32- TF PATD AFTER THTS DATE, SEE REVERSE STDE FOR CALCULATTON OF ADDTTTONAL TNTEREST. ( TF TOTAL DUE TS LESS THAN $1, NO PAYNENT TS RE~UTRED. TF TOTAL DUE TS REFLECTED AS A "CREDIT" TOTAL TAX CREDZT .00 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THTS FORH FOR TNSTRUCTZONS.