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Home My WebLink About11-26-08f 15056041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue county code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2soso~ 2 1 0 7 0 9 5 0 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 189 36 7261 08 27 2007 10 17 1947 Decedent's Last Name Suffix Decedent's First Name MI MORRISON WALTER T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI MORRISON JULIE p Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3, Remainder Return (date of death C -J prior to 12-13-82) 4. Limited Estate ~_ ~~ ~ J qa. Future Interest Compromise ~ ~ 5. Federal Estate flax Return Required - (date of death after 12-12-82) _ g Decedent Died Testate (Attach Copy of WiII) ~ ~-= ~ Decedent Maintained a Living Trust O g. Total Number of Safe De OSIt BOXeS (Attach Copy of Trust) P 9. Lltlgatlon Proceeds Received C; 1 p. Spousal Poverty Credit (date of death ~ ~, 11. Election to tax under Sec. 9113(A) between 12-31-91 and i-1-95) (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number AMY M. MOYA 717 652 7323 Firm Name (If Applicable) L.O. OF SUSAN E. LEDERER First line of address 5011 LOCUST LANE Second line of address City or Post Office State 'LIP Code HARRISBURG PA 1'7109 Correspondent's a-mail address: Amy @ L e d e re r I a W. C O m REGISTER Qfj WILLS US~NLY '=CJ - ;~ ~ ~, ~ - z ~ ~ ~ ~ ~ ~; ;, ~-, ~ _ . _~, ..:~, .-- ~ _ - , , _ ;. --, - _ _ `-r D~ILED -= F .~- under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATURE O SON RESPONSIBLE FOR FILING RETURN DATE 1 - `. '~ ~~~` Julie P. Morrison ~f ~~~~~ . ~~~~~ 0 Partridge Court, Mechanics JATURE OF PARE THER THAN REPRESEN I A I IVE ATE ~ Amy M. Moya ~I ~c~S/~ ~`' 5011 Locust Lane, Harrisburg, PA 17109 Side 1 I,~, 15056D41147 PA 17050 15056041147 ~K 1 15056042148 REV-1500 EX Decedent's Name: W a I t e r T M O r r I S O n RECAPITULATION 1. Real Estate (Schedule A) ............................................................__........................ 1. 2. Stocks and Bonds (Schedule B) ..............................__............................__............. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages 8 Notes Receivable (Schedule D) .............................__........................ 4. 5• Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7. 8. Total Gross Assets (total Lines 1-7) .............................___.................................. 8. 9. Funeral Expenses 8 Administrative Costs (Schedule H) ...................................... 9. 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 8 10) .............................___..........................._..... 11. 12. Net Value of Estate (Line 8 minus Line 11) ..............................__........................... 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .............................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .o0 4, 8 1 1. 3 8 15. 16. Amount of Line 14 taxable 5 2 5 9 9 0 0 1s , at lineal rate X .045 . 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 19. Tax Due .............................................................. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 189 36 7261 18,216.56 25,965.15 155,430.59 1'99,612.30 :L8, 220.61 123,981.31 142,201.92 57,410.38 57,410.38 0.00 2,366.96 0.00 0.00 2,366.96 Side 2 15056042148 15056042148 I ~ REV-1500 EX Page 3 File Number 21-07-0950 Decedent's Complete Address: DECEDENT'S NAME Walter T Morrison ------ -- STREET ADDRESS - --- .-_- ___ ---------- 510 Partridge Court CITY -- _ --_ T---- - STATE ~ ;ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 2,248.61 118.35 Total Credits (A + B + C) (~) 2,366.96 (:?) 2,366.96 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE Make Check Payable to: REGISTER OF WILLS, AGENT .~ ~. e ~. ~._. .. s .. ~.~ F ~ ~ ~, ~ ~ - . ,.. (~3) (~t) (>> 0.00 (5,A) (5B) 0.00 s s$ ~5 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 ro ert transferred :................................... ~ 1 x ......................_................. i L_ P P Y b. retain the right to designate who shall use the property transferred or its income;.. ........................... x c. retain a reversionary interest; or ..............................__............................__............................._................~_. _,, Lx d. receive the promise for life of either payments, benefits or care? ............................................ ' ',~ X 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................__............................---................ ... x ': 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................ x '' IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT ,AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exemota transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S- §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~,;~9116 (a} (1.3)j. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Morrison, Walter T FILE NUMBER 21-07-0950 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE= VALUE AT DATE OF DEATH 1 949917579 69.8390 shares of Wells Fargo Advantage Government 10.3100 720.04 Securities Fund-Investor Class, -Account No. 3213-2500547445, titled to Walter T. Morrison 2 949917637 664.0420 shares of Wells Fargo Advantage Short-Term 8.4200 5,591.23 Bond Fund -Investor Class, -Account No. 3216-2801428566, titled to Walter T. Morrison 3 949917744 450.1670 shares of Wells Fargo Advantage Ultra 8.9400 4,024.49 Short-Term Income Fund-Investor Class, -Account No. 3218-3101340020, titled to Walter T. Morrison 4 949915458 270.7460 shares of Wells Fargo Advantage Common 22.0200 5,961.83 Stock Fund-Class Z -Account No. 3219-3200255434, titled to Walter T. Morrison $ 949915680 72.1960 shares of Wells Fargo Advantage Growth 26.5800 1,918.97 Fund-Investor Class, -Account No. 3226-6200554037, titled to Walter T. Morrison TOTAL (Also enter on Line 2, Recapitulation) 18,216.56 ~Ir more space Is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (6-98) ~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Morrison, Walter T FILE NUMBER 21-07-0950 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Pentagon Federal Credit Union Savings Account #2088574-01-3 titled to Walter T. 55.15 Morrison ($.01 accrued interest) 2 2002 Honda Civic DX -registered to Walter T. Morrison (title not available) (Kelly Blue Book valuation attached) 3 2004 BMW 330Ci -registered to Walter T. Morrison (title not available) (Kelly Blue Book valuation attached) 6,775.00 19,135.00 TOTAL (Also enter on Line 5, Recapitulation) 25,965.15 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1510 EX+ w;6-98) ' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Morrison, Walter T 21-07-0950 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF P P TY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °,G OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Annuity Policy No. 07-40000365FRM, held at 52,599.00 100.000 52,599.00 Transamerica, Walter T. Morrison, owner, Nicole D. Smith and Erik M. Morrison, beneficiaries 2 Traditional IRA Account No. DFH-035360, held at 55,481.53 100.000 55,481.53 Equity Services, Walter T. Morrison, owner, Julie P. Morrison, beneficiary 3 Annuity Account No. 585345X, held at LSW, 43,097.96 100.000 43,097.96 Walter T. Morrison, owner, Julie P. Morrison, beneficiary 4 Pentagon Federal Credit Union Money Market 10.45 100.000 10.45 Savings Account, #1641981-03-8 Walter T. Morrison, owner, Julie P. Morrison, beneficiary 5 474.4580 shares of Wells Fargo Ultra Short-Term 4,241.65 100.000 4,241.65 Income Inv, -Account No. 3218-3101317145, held at Wells Fargo as an IRA, Walter T. Morrison, owner, Julie P. Morrison, beneficiary TOTAL (Also enter on Line 7, Recapitulation) 155.430.59 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev 6-98) REV-1151 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Morrison, Walter T 21-07-0950 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached 10,080.85 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Law Offices of Susan E. Lederer 4,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Julie P Morrison Street Address 510 Partridge Court city Mechanicsburg state PA zip 17050 Relationship of Claimant to Decedent Spouse 4. Probate Fees Register of Wills of Cumberland County 79.00 5. Accountant's Fees 300.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 260.76 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 18,220.61 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-15(10 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) ' _ SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Morrison, Walter T 21-07-0950 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (6-98) ' SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF FILE NUMBER Morrison, Walter T 21-07-0950 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-67 (Rev. 6-98) Rev-1512 EX+ (6-98) ~ i COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Morrison, Walter T 21-07-0950 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Pentagon Federal Credit Union Visa Platinum Credit Card #4306791010233366 6,460.93 2 Seattle Cancer Care Alliance - (medical bill) 513.03 3 American Express - (credit card bill) 208.63 4 Chase - (credit card bill) 98.80 5 Home Equity Loan with Citizens Bank -Account No. 6050-685228, titled to Walter 71,241.88 Morrison and Julie Morrison (total loan $142,483.75) 6 Home Equity Line of Credit with Citizens Bank -Account No. 6057-968569, titled to 41,156.04 Walter Morrison and Julie Morrison (total loan $82,312.08) 7 U.S. Treasury - (Federal Income taxes) 2,174.00 8 PA Department of Revenue - (State Income taxes) 388.00 9 West Shore EMS - (ambulance service) 840.00 10 Camp Hill Fire Company No. 1 - (medical response team) 900.00 TOTAL (Also enter on Line 10, Recapitulation) I 123,981.31 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 ~X+ (9-00) SCHEDULE J COM NHERV I~TANCECTAX RETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF Morrison, Walter T FILE NUMBER 21 _n7_n4sn NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE W d AMOUNT OF ESTATE Do Not List Trustee s ( or s) ($$$) I ' TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Erik M. Morrison Son 26,299.50 510 Partridge Court Mechanicsburg, PA 17050 2 Julie P. Morrison Spouse 4,811.38 510 Partridge Court Mechanicsburg, PA 17050 3 Nicole D. Smith Daughter 26,299.50 2217 Gleim Court Enola, PA 17025 Total 57,410.38 Enter dollar amounts for distributions shown above on lines 15 through 18, as approp riate, on Rev 1500 cover sheet III NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FO R WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE=T Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) S~~c~ ~ 1 ti ~+~,~ i-~ November 15, 2007 Susan E Lederer Law Office 4811 Jonestown Road Suite 226 Harrisburg PA 17109 Reference: 03409531 Multiple Funds Multiple Accounts Dear Ms. Lederer: Thank you for your recent request in regard to the above referenced Wells Fargo Adva~Ttage Fu~zds® accounts. The balances of Walter T. Morrison's accounts in the Wells Fargo Adva~itage Goverfznaent Securities Fund-Investor Class, Wells Fargo Adva~ztage Short-Tenn Bond Fund-Investor Class, Wells Fargo Adva~itage Ultra Short-Term Income Fund-Investor Class, Wells Fargo Advantage Common Stock Fu~zd-Class-Z and Wells Fargo Advantage Grolvtli Fu~id-I~il~estor Class are provided in the following table as of August 27, 21)07: Account Number Share Balance Share Price Account Value 3213-2500547445 69.8390 $10.3100 $720.04 3216-2801428566 664.0420 $8.4200 $5,591.23 3218-3101340020 450.1670 $8.9400 $4,024.49 3219-3200255434 270.7460 $22.0200 $5,961.83 3226-6200554037 72.1960 $26.5800 $1,918.97 3218-3101317145 474.4580 $8.9400 $4,241.65 In order to re-register account numbers 3213-2500547445, 3216-2801428566, 3218- 3101340020, 3219-3200255434 and 3219-62005504037, we will require the following: • A completed Request for Change of Registration form signed in capacity in Sections 3 and 10 by the Executor for Walter T. Morrison. The signatut-e in Section 3 must be Medallion Guaranteed. • A signed letter of instruction from the Executor indicating if the account is to be liquidated after re-registration. The signature will require a Medallion Guarantee. Please submit an original State of Inheritance Tax Waiver covering the dollar amount of the shares in the account on the date of death. The State of Pennsylvania requires that we receive this document prior to the transfer or redemption of shares. You may acquire a waiver by writing to the below address. Dept. of Revenue Bureau of Individual Taxes Dept. 280601 Harrisburg, PA 17128-0601 Additionally, our records indicate that Julie P. Morrison is the sole beneficiary of IRA number 3218-3101317145. In order to request a distribution, we will require the following: • The enclosed IRA Distribution Form completed and signed by Julie P. Morrison. Her signature in Section 8 of the form must be Medallion Guaranteed. • If Julie P. Morrison would like to establish an IRA in her name, please have; her complete and sign the enclosed IRA Application. A Medallion Guarantee may be executed by an "eligible" guarantor. Eligible guarantors include Commercial Banks, Trust Companies, Savings Associations and Credit Unions, as defined by the Federal Deposit Insurance Act, and registered Broker-Dealers. Please confirm that the institution provides a verifiable Stamp 2000 Medallion prior to submitting the signatures. A guarantee from a Notary Public is not acceptable. Please note that the certification on the submitted copy of the Letters TestanZentar~~ will expire on December 22, 2007. If the required forms necessary to re-register the accounts are not received by that date we will require a new copy of the Letters Testame~zta, photocopy is acceptable; however, we request that the Court or the Clerk of Court;ry~ a certify the document within sixty (60) days of receipt by our office. Certification should be executed in ink by the issuing authority and bear the original certification stamp. We have enclosed the death certificate of Walter T. Morrison per your request. As we hold the submitted documentation on file, we ask you to include reference number 03409531 in your return correspondence. Upon receipt of the above in good order, we will promptly proceed as directed. If you have any questions or require further assistance, please call us at 1-800-222-8222. Representatives are available 24 hours a day, 7 days a week. Sincerely, Linda Krall Client Relationship Team Enclosure(s): Request for Change of Registration Form (Entity) IRA Distribution Form New IRA Application Death certificate of Walter T. Morrrison ... '-: ~ yenta on ~'e~era~ Cre~.it ' ~ Un xon PO Box 247009, Omaha, NE 68124-7009 ~ ~-~.., r Super-or Rates. ~Prca~ren Ser~r~-:e: Y-800 247-5626 www. PenFed. org Uerernber 11, 2007 Amv NI. I~~Iova Susan [;. Lederer, Law Offices 4a 1 1 .lonestown Road, Suite 226 Harrisburg, 1'A 17109 Re: Walter T. Mo~i•rison Re File #: 2088574 Dear ~•1s. Mova, «'e are writing in response to your request concerning the above referenced account. Our records indicate that Mr. Morrison I~ad the following accounts as of August 27, 2007: `• ~ Share Savings Account 2088574-01-3 individually owned. The account had a principal balance of v $55.1.4 ~~~ith $.O1 m accrued yet not posted dividends for a total date of death balance of $55.15. • Vlonev Niarlcet Savings Account 1641981.-03-8 with Julie Morrison listed as the payable on death beneticiar-v. The account had a principal balance of $10.45 ~~trith $0.00 in accrued yet not posted dividends for a total date of death balance of $10.45. • Visa Platinum Credit Card 4306791010233366 individually in his name with a $6,4(;0.93 balance. ~~'e have enclosed the Short Certificate as we have made a copy for ow- tile. 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V!>7~~~ e+~w 3 Shies 1~sOe: 65,oflo 6~II. 3.0 L16er ~0 ~1ues er labs p, lk~wiwri~lriew: 6 Seed Manaal ZIP Obde 17055 ~: RYllti !~+~~ ~,~~u,.e~+.~n•.,s~ve,w~r~noace~rxvas~aa~.~~ Tb Vhwr Ai, t :l[11;~6~RMdM.~:!~WgGh7x~u7~Sat~M!pk~A/.~ sou roue u~a ue i IMiir~ ~"~ qua ~~ ~ 5tabllKy Cv~ltrol <rrulse Controi Ae5 (4-Yrheel) Reach ~~~ ~ 3 ~ ! Alr CondJtionhlp AM/FM SterEO traction Control ~.~~ ~.~~ and ~~ Power steering Single Compact 61st Leather pQp1~ ~. Power WltMvw6 Narrnan Kardon bual Power Seats Ppw4r [~pr L,p~a L1ua1 Front Air Bags Moon Roof FMA au! a>d~ ~1 1"elescoplrl~ Wheel Front Slde Alr eggs ~. Alloy wheels .. . ~tcS~vrCf M1M~.n~~r.~~*a+..vrsrwra~ei fIND THE ti6Hi CAt loa~.~~e ~ w~. twa„r $15,00010 #~,~N10 ' 86111 Nfw AM tlse~! Coupe , TO YIl91f t~ fitit ~ttp://www.kbb,tom/KBBI[JsedCar~lFrici~g~eport.a~s~x?Manufact~trerld=~d~Yearid~2a... ~ o~zar~aa~ 12/12/2007 1:23 PM PAGE 2/003 ~~ ~~~ ~, ~i+ j Central Standard Time T~w~ TR.~vsA~~ucA ®LIFE INSURANCE COMPANY December 12, 2007 Amy M Moya Susan Lederer Law Offices Via Facsimile 1-717-652-7340 Transamerica Life Insurance Company 4333 Edgewood Road NE PO Box 3183 Cedar Rapids, Iowa 52406-3183 RE: Annuity Number 40000365FRM Dear Amy Moya: Thank you for the recent inquiry on the above listed non-qualified annuity for Walter T Morrison (deceased). Our records indicate that the above listed annuity was started on December 24, 2002. The following is the current information on this annuity: Annuitant: Walter T. Morrison Owner: Walter T. Morrison Primary Beneficiaries: Nicole D. Smith Erik M. Morrison Contingent Beneficiary: Julie P. Morrison Please note, there were not any changes to the ownership of the annuity from December 24, 2002 through August 27, 2007, the date of death. The following was the Pre-Tefra and Post Tefra information for this annuity: Pre-Tefra Principal: $ 0,00 Post Tefra Principal: $29, 634.3]_ Tax Deferred Interest Earned as of August 27, 2007: $22,964.69 Full Accumulated Value as of August 27, 2007: $52,599.OC> Any distribution of the funds will be distributed from the Pre-TE~fra principal first. The IRS requires that once Pre-Tefra principal is completely distributed, the next distribution of funds will be from accrued interest and from Post-Tefra principal last. Member of the ~~a~1~. Group ._ __ -.a ^.EP,~,S:~~gj~:~C1~t~~ F%.~'~nS"tyj ~pY i ^~N.. 's~ ¢> 12/12/2007 1:23 PM PAGE 3/003 Central Standard Time a s - , Transamerica Life Insurance Company i s a member of th e Insurance 1~7arketplace Standards Association (IMSA), an organization committed to high ethical marketplace standards in the sale and service of individual Life insurance and annuities. If you have any questions or concerns, you ma.y call ou r customer service line. Our toll free customer service line, 1-800-525-6205, is available Central Time from 7:00 AM to 5:30 PM Monday-Thursday and Friday 7:00 AM to 4:30 PM. Sincerely, C..4~--~ ~C~M ~ C" Katie Romig Contract Services Transamerica Life Insurance Company M ~ ~ ~ ,~ r >C `~ "~ ~ I~:EY ADVISQR.S G RUUP INSURANCE FINANCIAL SERVICES* ESTATE PLANNING STRATEGIES RETIREMEN'C PLANNING December 5, 2007 Susan E. Lederer 4811 Jonestown Road Suite 226 Harrisburg, PA 17109 Re: Walter T. Morrison Dear Susan: Please find enclosed the account information you requested for Walter T. Morrison. The DFH- 035360 account is a Traditional IRA ,titled to Walter T. Morrison. It was opened on September 14, 2005. The date of death value is $55,481.532. The LSW account # 585345X is a fixed annuity policy, titled to Walter T. Morrison. It was opened on September 14, 2005 and the date of death value is $43,097.96. If you require any other information, please do not hesitate to contact me. Sincerely, ~~ ~ ~ ~r~~ Jason W Bergey 2142 MARKET STREET • SUITE A102 • CAMP H ILL, PA 17011 • PHONE: (717)303-1999 • FAX: (717)303-1988 CAMP HILL • CHAMBERSBURG • HARRISBURG • EXTON • MEDIA • YORK *Jason W. Bergey is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member NASD/SIPC, S00 Franklin Avenue, Unit S, Berlin, MD 21811 (410-629-035. Key Advisors Group is independent of Equity Services, Inc ~:.. p~~nta~~n Federal credit Uni~n~ Superior Rates. ~'r+oNen .~er•rri~re; FO eox 247009, Omaha, NE 68124-7009 1-800 247-5626 ~nrww. PenFed. org December 11, 2007 Amv ~'(. n~Iova Susan E. Lederer, Law Offices ~l$ 1. l .Jonestown Road, Suite 226 Harrisburg, PA 17109 Re: `Valter T. Morrison Re File #: 2088574 llear Ms. ~•1oya, «'e are writing in response to your request concerning the above referenced account. (fur records indicate that NIr. Morrison lead the following accounts as of August 27, 2007: • Share Savings Account 2088574-01-3 individually owned. The account had a principal balance of $_55.14 with $.O1 in accrued yet not posted dividends for a total date of death balance of $5_5.15. • V(oney N(arket Savings Account 1641981.-03-8 with ,Julie Morrison listed as the payable on death beneticiarv. The account had a principal balance of $10.45 with $0.00 in accrued yet not posted dividends for a total date of death balance of $10.45. • Visa Platinum Credit Card 4306791010233366 individually in his name with a $6,460.93 balance. «'e have enclosed the Short Certificate as we have made a copy for our tile. If you have any questions please do not hesitate to contact us at 1-800-247-5626. Si ncerely~___--.-_.-~-_..~._ _l] ~-.._ Erica A. Rinehart Estate Accounts Specialist Omaha Service Center ~ a - • ti November 15, 2007 Susan E Lederer Law Office 4811 Jonestown Road Suite 226 Han-isburg PA 17109 Reference: 03409531 Multiple Funds Multiple Accounts Dear Ms. Lederer: ~i~Q_ 6~L'~ vt ins m '9 ~~i~ '~ 9~ F'~°1.~+ ~. ~^ 701 1~ -/~ Thank you for your recent request in regard to the above referenced Wells Fargo Advantage Farnds® accounts. The balances of Walter T. Morrison's accounts in the Wells Fargo Advantage Governn~.ent Secatrities Fund-Investor Class, Wells Fargo Advantage Short-Tema Borzd Fa~nd-Investor Class, Wells Fargo Advantage Ultra Short-Teryn Income Furzd-Investor Class, Wells Fargo Advantage Com~raon Stock Fund-Class-Z and Wells Fargo Advantage Growth Fa~fad-Investor Class are provided in the following table as of August 27, 2007: Account Number Share Balance Share Price Account Value 3213-2500547445 69.8390 $10.3100 $720.04 3216-2801428566 664.0420 $8.4200 $5,591.23 3218-3101340020 450.1670 $8.9400 $4,024.49 3219-3200255434 270.7460 $22.0200 $5,961.83 3226-6200554037 72.1960 $26.5800 $1,918.97 3218-3101317145 474.4580 $8.9400 $4,241.65 In order to re-register account numbers 3213-2500547445, 3216-2801428566, 3218- 3101340020, 3219-3200255434 and 3219-62005504037, we will require the following: • A completed Request for Change of Registration form signed in capacity in Sections 3 and 10 by the Executor for Walter T. Morrison. The signature in Section 3 must be Medallion Guaranteed. X ~ ~ ~ • A signed letter of instruction from the Executor indicating if the account is to be liquidated after re-registration. The signature will require a Medallion Guarantee. • Please submit an original State of I~iherita~ice Tax Waiver covering the dollar amount of the shares in the account on the date of death. The State of Pennsylvania requires that we receive this document prior to the transfer or redemption of shares. You may acquire a waiver by writing to the below addt•ess. Dept. of Revenue Bureau of Individual Taxes Dept. 280601 Harrisburg, PA 17128-0601 Additionally, our records indicate that Julie P. Morrison is the sole beneficiary of I1ZA number 3218-3101317145. In order to request a distribution, we will require the following: • The enclosed IRA Distribution Form completed and signed by Julie P. Moririson. Her signature in Section 8 of the form must be Medallion Guaranteed. • If Julie P. Morrison would like to establish an IRA in her name, please have her complete and sign the enclosed IRA Application. A Medallion Guarantee may be executed by an "eligible" guarantor. Eligible guarantors include Commercial Banks, Trust Companies, Savings Associations and Credit Unions, as defined by the Federal Deposit Insurance Act, and registered Broker-Dealers. Please confirm that the institution provides a verifiable Stamp 2000 Medallion prior to submitting the signatures. A guarantee from a Notary Public is not acceptable. ~~ • ~ Please note that the certification on the submitted copy of the Letters Testamejitary will expire on December 22, 2007. If the required forms necessary to re-register the accounts are not received by that date we will require a new copy of the Letters Testarrie~ttaiy; a photocopy is acceptable; however, we request that the Court or the Clerk of Courts certify the document within sixty (60) days of receipt by our office. Certification should be executed in ink by the issuing authority and bear the original certification stamp. We have enclosed the death certificate of Walter T. Momson per your request. As we hold the submitted documentation on file, we ask you to include reference numbei- 03409531 in your return correspondence. Upon receipt of the above in good order., we will promptly proceed as directed. If you have any questions or require further assistance, please call us at 1-800-222-8222. Representatives are available 24 hours a day, 7 days a week. Sincerely, ~~~4.. ZS~.eP Linda KralI Client Relationship Team Enclosure(s): Request for Change of Registration Form (Entity) IRA Distribution Form New IRA Application Death certificate of Walter T. Morrison paiuasa~ s/y6u //d :gppZ ~fe/N :aa/nla~/e/sod "S%1®~f~l~d~ a/esa~ ~o/ .you s- 6u~6e~/oed sn/~ Mel ~e~apa/ /o uo~/e/o~n a aq ~I ~s/uawd~ys ~I1eW ~uoud Bu~puas u~ asn ~o,/ ~fja/os pap~no~d s/ pue ®ao~n~a~ /sod S ~ ay/ ~o ~ado~d ay/ s/ 6u~b x i [1 2 f rn 0 a: o ~ v OOOC-- •Z a~•_~.~no ~~o arLr~NO o •a'~...~~ '~~ • ~ o o ac z ~~~r~ ~~~ M ~~~~~ a .~~`~ ~~~~ r _r ~ ~~~~ v `1 ~a o h ^ d w ~, o w~ N j C V /~. +~. u n z ~' J Q, L IU m 0 ~O ~~ ~ ~.1„ Q ~.. .~~ ~~\ ~~ ~ ~~ t • ~~ ~ \~ ~ ~ • ~ • • • ~ • ~ ~ ~ • ~ ~ • • ~ ~. • ~ ~ ~ ~ ~ ~ ~ ~ 4~ Q n0 `W 4~ W ~ ~ _~ V W J '~ I Q ~ ~ ~.. y C L ~ O •~ y y.. ~ ~ *.. ~ ~ ` ~y.r y ~~,. k , 4 . P F :.~ . ,; .. . r: a~~i ~a 1 E 0 LL '--~1 cd ~a U ~ o ~ --~ ~~., .~-, • ~ o x C O ~ N ~ ~ L o a~i ~ .r ~ ~ r ~' ~~d E °' c ~ > N +; ~ a~i o ~ ~ +L-' O m ~ c N •• r i~ ~ 3 °~ E •~ v E m o c c c~ ~: J a O V H W J Z 0 O F- W ~ J J d = J C'f Z 3° CQ 0 ~" . Via, '" ~.: f ~, . ~r f .~ r ~j '~ ~ M ,--~ ~ o ~ ~ O '"'' U ~ ~ `~ ~ ~v~ o ~ o a ~ ~ ~ ~ ~ Q~ ~ ,--. ~ ~ ~ ~ O '~ ~ ~ ~ ~ ~U~--~U O y as t ~ ~ Q c ~ y U ~ .o ~ 'o ~ ~ ~ .~ ~ ~ c~ ~ ~ N ~ ~ ~ €~ -- Susan 1;. I~cdE~i~ch. November 25, 2008 Register of Wills . ' ~~ ~,, ..;: __ _ :.: =. Cumberland County Courthouse ~ ~~ _ ='r 1 Courthouse Square _ ~ _; t.7 £- ; ,~ ~ s ;_ Carlisle, Pennsylvania 17013 ^ ~ _ - , , ,-~~ :_ ^~ .~~~F x~ RE: ESTATE OF WALTER T. MORRISON ' ~~ _ _~~`, SOCIAL SECURITY NO.: 189-36-7261 ~li -~- DATE OF DEATH: 08-27-2007 °~ FILE NO.: 2007-00950 Ladies and Gentlemen: Enclosed for filing with your office please find: Two (2) completed Form REV-1500 with attached date of death valuations; One (1) copy of the Last Will of Walter T. Morrison; and One (1) check made payable to Register of Wills in the amount of $75.00 for the required filing fees ($30) and additional probate costs ($45). Also enclosed for filing with your office is one (1) original Inventory for the above- referenced Estate. Please advise if any additional fees or expenses are due with regard to this matter. One (1) additional photocopy of the front-page of the completed REV-1500 form and one (1) additional photocopy of the front-page of the completed Inventory for the Estate have been provided. Please time/date stamp these copies as received and return them to me in the envelope provided. If there are any questions or further requirements regarding this return, please do not hesitate to contact me. Si erely, .~.~l~, ~~ ,~ Amy M. Mo~a Enclosures 5011 Locust Lane • Harrisburg, PA 17109 • Phone 717.652.7323 Fax 717.652.7340 • susan@ledererlaw.com www.ledererlaw.com