HomeMy WebLinkAbout11-22-091505607121
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
POBOx28o6o1 INHERITANCE TAX RETURN 2 0 0 8 0 0 9 4 7
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
2 0 7 0 9 0 2 0 7 0 9 0 8 2 0 0 8 0 6 0 4 1 9 1 6
Decedent's Last Name
P I E R S O N
Suffix Decedent's First Name
D O R O T H Y
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
G
MI
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFID ENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
S C O T T W M O R R I S O N E S Q 7 1 7 5; -~ 2 2 3? 0 0
Firm Name (If Applicable)
First line of address
6 W E S T M A I N S T R E E T
Second line of address
P O B O X 2 3 2
City or Post Office State ZIP Code
~,
REGISTER OF-1A!)LLS USE GAILY r` j
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DATE FILED
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N E W B L O`O M F I E L D P A 1 7 0 6 8
Correspondent's a-mail address:
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.
SIGNA E OF PERSON RESPONS R FILING RETURN DATE
389 CHU CH ROAD ELLIOTTSBURG PA 17024
SIGNAT THAN REP ESENTATIVE DATE
Q ( D ~~
ADD E S
6 W MAIN ST EET, POB 232 NEW BLOOMFIELD PA 17068
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505607121 1505607121
1505607221
REV-1500 EY, Decedent's Social Security Number
Decedent's Name: DOROTHY G. P I ERSON 2 0 7 0 9 0 2 0 7
RECAPITULATION
3 5 0 0 0. 0 0
1. Real estate (Schedule A) ........................................ 1.
5 7 2 0 3. 1 9
2. Stocks and Bonds (Schedule B) .................................. 2•
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................ 4.
5. Cash, Bank Deposits 8: Miscellaneous Personal Property (Schedule E) ....... 5. 2 8 6 2 8 , 6 1
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7 0 9 0 • 3 3
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 2 2 0 8 3 3 7
(Schedule G) ~ Separate Billing Requested ....... 7.
8. Total Gross Assets (total Lines 1-7) ........................... 8. 1 5 0 0 0 5• 5 0
9. Funeral Ex enses & Administrative Costs Schedule H
P ( ) ................ g. 8 9 7 4 5 4
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 6 2 6 5 • 8 2
111. Total Deductions (total Lines 9& 10) ........................... 11. 1 5 2 4 0 3 6
12. Net Value of Estate (Line 8 minus Line 11) ......................... 12. 1 3 4 7 6 5 • 1 4
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. 1 3 4 7 6 5 1 4
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.0 0 0 0 15.
16. Amount of Line 14 taxable
at lineal rate x .045 1 3 4 7 6 5 1 4 16.
17. Amount of Line 14 taxable
0
0
0
at sibling rate X .12 1 ~.
18. Amount of Line 14 taxable
0
0
0
at collateral rate X .15 18
19. Tax Due ............ ........................... .. ....... 19.
20. FILL IN THE OVAL IF YOU.ARE REQUESTING A REFUND OF AN OVERPAYMENT
0. 0 0
6 0 6 4. 4 3
0. 0 0
0. 0 0
6 0 6 4. 4 3
Side 2
L 1505607221 1505607221
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
DO_ ROTHY G. PIERSON
STREET ADDRESS
102 SOUTH ENOLA DRIVE
File Number
20 08 00947
CITY STATE ZIP
E N O LA PA 17025
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUF~enalty if applicable
D. Interest
E. Penalty
Total InteresUPenalty (D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
(1) 6,064.4'
Total Credits (A + B + C) (2)
O.OC
(3)
O.OC
(4) O.OC
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5) 6,064.4"
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 6,064.4
Make Check Payable fo: 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 property transferred : ...................................................................... ^X ^
b. retain the right to designate who shall use the property transferred or its income; ............................... ^ ^X
c. retain a reversionary interest; or ................................................................................................ ^ X^
d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ Q
3. Did decedent own ah "intrust for" or payable upon death bank account or security at his or her death? ......... ^ Q
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is 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. Asibling 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-1501 EX + (6-98)
SCHEDULE A
COMMGNWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
DOROTHY G. PIERSON 20 08 00947
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
1. ALL THAT CERTAIN LOT OF LAND SITUATE IN EAST PENNSBORO TOWNSHIP, OF DEATH
CUMBERLAND COUNTY, PENNSYLVANIA, MORE PARTICULARLY DESCRIBED IN 35,000.OC
DEED RECORDED IN CUMBERLAND COUNTY DEED BOOK B VOL 25 PAGE 578.
SOLD ON 12/23/08 TO JAMES AND TERESA ADAMS. SEE ATTACHED HUD AND
DEED.
TOTAL (Also enter on line 1 Recapitulation) I $ 35 000 OC
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX+ (6-98)
SCHEDULE B
COMMGNWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
tJlAlt Uh
FILE NUMBER
DOROTHY G. PIERSON 20 08 00947
All property jointlyowned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. VAN KAMPEN ACCOUNT 59/61752778
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
57,203.1 ~
57,203.1 ~
REV-1508 EX + (6-58)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ M~S~r.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
DOROTHY G. PIERSON 20 08 00947
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
1. FNB OF MARYSVILLE OF DEATH
CERTIFICATE OF DEPOSIT 3053169 11,114.84
2. FNB OF MARYSVILLE
CERTIFICATE CF DEPOSIT 3062738 13,285.0
3. PERSONAL PROPERTY APPRAISAL - FAHNESTOCK AUCTION SERVICE 3,620.0[
4. IPRO-RATION OF TAXES PAID ON PROPERTY SOLD ON 12/23/08. SEE ATTACHED I
HUD. 416.0E
5. COMCAST REFUND
49.7 i
6. CAPITAL BLUE CROSS REFUND
142.84
TOTAL (Also enter on line 5, Recapitulation) $ 28,628.61
(If more space is needed, insert additional sheets of the same size)
REV-15D9 EX + (6-QS)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
DOROTHY G. PIERSON 20 08 00947
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. LYN M. WALLACE
e
C
JOINTLY-OWNED PROPERTY:
389 CHURCH ROAD
ELLIOTTSBURG, PA 17024
DAUGHTER
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FORJOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1. A. 9/19/00 PNC BANK 14,180.65 50. 7,090.3c
ACCOUNT NO. 5140302396
TOTAL (Also enter on line 6, Recapitulation) I $
7 090 3
(If more space Is needed, Insert addltlonal sheets of the same size)
REV-1510 EX + (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS 8~
COM NHER TANCEO AX RETURLN ANIA MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
DOROTHY G. PIERSON 20 08 00947
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.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPV OF THE DEED FOR REAL ESTATE.
VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. FNB OF MARYSVILLE 25,083.37 100. 3,000.00 22,083.31
CERTIFICATE OF DEPOSIT 3066063
TOTAL (Also enter on line 7 Recapitulation) ~ $ 22 083 3 i
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DOROTHY G. PIERSON
SCHEDULE H
FUNERAL EXPENSES 8~
ADMINISTRATIVE COSTS
FILE NUMBER
20 08 00947
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES: AMOUNT
t• RICHARDSON FUNERAL HOME
2,407.OC
B. ADMINISTRATIVE COSTS:
~ • Personal Representative's Commissions
Name of Personal Representative (s)
Street Address
City
State Zip
Year(s) Commission Paid:
2. Attorney Fees SCOTT W. MORRISON, ESQ.
3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) 6,OOO.OC
Claimant
Street Address
City
State Zip
Relationship of Claimant to Decedent
4. Probate Fees GLENDA EARNER STRASBAUGH, REGISTER OF WILLS
302.OC
5 Accountant's Fees
6• Tax Retum Preparers Fees
7• THE SENTINEL -LEGAL -ESTATE ADVERTISING
8. CUMBERLAND LAW JOURNAL -ESTATE ADVERTISING 790.54
75.0C
TOTAL (Also enter on line 9, Recapitulation) I $
(If more space Is needed, Insert addltlonal sheets of the same size) 8 974 54
REV-1512 EX + (12_03)
COMMONWEALTH of PENNSYLVANIA
IN RES DAENTEDECEDENTRN
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
FILE NUMBER
DOROTHY G. PIERSON 20 08 00947
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
DHTE
NUMBER DESCRIPTION VA
OF DEA
1. SETTLEMENT EXPENSES -SALE OF PROPERTY ON 12/23/08
SEE ATTACHED
.
HUD. 360.0(
2. GINGRICH MEMORIALS -GRAVESTONE
2,810.0(
3. LINDA WILLIAM -REAL ESTATE APPRAISAL
325.0(
4. NEVIN FAHNESTOCK -PERSONAL PROPERTY APPRAISAL
50.OC
5. EAST PENNSBORO TOWNSHIP
105.7(
6. LARRY J. GOONEY
1,000.0(
7. QUANTUM IMAGING
36.OC
8. DEBBIE LUPOLD, TREASURER -REAL ESTATE TAXES
757.61
9. HUMANE SOCIETY
25.OC
10. CAPITAL BLUE CROSS -INSURANCE
285.6(
11. UGI UTILITIES
212.0(
12. VERIZON
30.0;
13. PP&L ELECTRIC UTILITIES
65.4c
14. COMCAST
106.6E
15. PAW(
80.1
TOTAL (Also enter on line 10, Recapitulation) I $
6 265 8~
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
DOROTHY G. PIERSON 20 08 00947
Decedent's Name Page 1 File Number
Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens
ITEM
NUMBER DESCRIPTION AMOUNT
16. AD&D
16.5C
SUBTOTAL SCHEDULE I 16.5C
GRAND TOTAL SCHEDULE I $ 6,265.8
REV-1513EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
DOROTHY G. PIERSON ~n nQ nnn~~
V V~/T/
RELATIONSHIP TO DECEDENT
AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. LYN M. WALLACE Lineal
389 CHURCH ROAD 100 PERCENT
ELLIOTTSBURG, PA 17024
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(it more space is needed, insert additional sheets of the same size)
~t
I, DOROTHY G. PIERSON, of East Pennsboro Township,
Cumberland County, Pennsylvania, being of sound mind,
memory and understanding, do hereby make, publish and
declare this to be my Last Will and Testament, hereby
revoking any and all Wills by me heretofore made.
FIRST: I direct payment of the expenses of my last
illness, funeral and burial costs from my residuary
Estate, as an expense of my Estate, as soon after my
death as conveniently may be done. All Federal, State
and other death taxes payable because of my death, with
respect to the property forming my gross Estate for tax
purposes, whether or not passing under this Will,
including any interest or penalty imposed in connection
with such tax, shall be considered a part of the
administration of my Estate and shall be paid from my
residuary Estate without apportionment or right to
reimbursement.
SECOND: I give and bequeath my automobiles,
personal effects, furniture and household goods, if any,
as may be my individual property, and other tangible
personalty of like nature, not including cash or
securities, together with any existing insurance to my
daughter, LYN M. WALLACE.
THIRD: All the rest, residue and remainder of my
estate, whether real, personal or mixed, of which I shall
die seized and possessed, and to which I may be entitled
at the time of my decease, and wheresoever the same may be
situate, I give, devise and bequeath unto my daughter, LYN
M. WALLACE.
FOURTH: In the event Lyn M. Wallace fails to
survive me, then I give, devise and bequeath my entire
estate, whether real, personal or mixed and wheresoever
si?:uate, as follows:
A. One-half (1/2) to LARRY M. WALLACE;
B
. One-quarter (1/4) to HELEN G.
C. One-quarter (1/4) t FLOWERS; and
o DIANE L. ANHOLT.
°.NDCRESSLER
vEVSar~aw FIFTH: In addition to all powers
give my Executrix (tor)
hereund granted by law, I
.RKErsTREET
~RTPA17074 ,
er, the
y
which ma be exercised without leave of followin
g p°wers,
i7) 5673139
and to invest in all forms of real and court:
to retain
171567.3130
t O C Om
promise claims and to abandon personal property;
1O~'"1OFF~~
RK any
of little or no value, if deemed approp
Executrix (to
) property which is
riate to my
ET STREET
~Wf~dPA17062 r
; to sell at public or private sale, to
exchange, or to lease f
71589.7787 or an
y period of
time, any real or
•~3 ~
,` innrnmwiwn•-
,.. v~
~~.f ,t, ~ ~ierlk -- _
-;AND CRESSLER
~RNEYS AT LAW
:IARKET STREET
PORT PA 17074
(7171567.3139
(717) 567.3130
'STOWN OFFICE
'IARKET STREET
~TOINN PA 17062
M7) 589.7787
Brest therein, and to give option
for sales or leases, and to give a good deed of conveyance
or bill of sale for. the transfer thereof,
property received or charge incurred to principalcore any
income or partly to each, without being obliged to apply
the usual rules of Trust accounting; to distribute in cash
or in kind (according to the fair market value prevailing
at the time of distribution) or partly in each.
SIXTH: I nominate, constitute and appoint my
daughter, LYN M. WALLACE as Executrix of my Last Will and
Testament and my Estate. In the event LYN M. WALLACE is
unable or unwilling to serve, I nominate, constitute and
appoint HELEN G. FLOWERS as Executrix of this my Last Will
and Testament and my Estate. In the ebent HELEN G.
FLOWERS is unable or unwilling to serve, then I nominate,
constitute and appoint LARRY M. WALLCE as Executor of this
my Last Will and Testament and my Estate.
personal property or int ^ ._-,.,_~.{:~"~°•~ ~-
~~~.•,_
SEVENTH: I direct that no Executrix (tor) acting
under this Will shall be required to enter bond for th_e
faithful performance of duties, in any jurisdiction.
IN WITNESS WHEREOF, I, the said DOROTHY G. PIERSON,
harve hereunto set my ha,f~ and seal, to this my Last Will
and Testament, this )~ day of August, 1999.
~ , fJ •
~/ ~"-~C-«~.-,P-~~ (SEAL )
DOROTHY G. PIERSON
The writing contained in this and the preceding
sheet was signed and sealed by the above named, DOROTHY G.
PIERSON, and by her pu fished and declared as and for her
the Las Will and Te ament, in the presence of us, who
hage _ e~subsc bed qur names as witnesses at her
re u t,~ r ,pr sence
~ ~
A drsess: C~~
~Of ~J ~S 1
,~ /,a,
E. OM ON WI' L PIERSON. IL ~ ~ ~ ~~~0
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
October 9, 2008
SCOTT W MORRISON ESQUIRE
6 WEST MAIN STREET
PO BOX 232
NE:W BLOOMFIELD PA 17068
Re: DOROTHY G PIERSON
SSN: 207-09-0207
Dear Attorney Morrison:
Pursuant to your letter dated October Ol, 2008, the Department of Public
Welfare (DPW), Estate Recovery Program, has reviewed the information you
provided regarding the above-referenced individual.
It has been determined that this individual did not receive any type of
assistance during the questioned period.
Therefore, according to the information you provided, the Department's
Esl=ate Recovery Program will not seek any recovery from this estate. If your
client applied for Medical Assistance and had an application and/or hearing
pending at the time of death, please advise us and provide any additional
inl=ormation that may affect a recovery by our Department.
If you have any questions, please feel free to contact me.
Sincerely,
Y 'y
~ ~L~~.Q~
Carole A. Procope
Recovery Section Manager
(717)772-6604
DEC-22-2006 14:57 FROM:MORRISDN LAW 7175924220
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yp~_~-Warranty Deed-Shoat Forst-,Act 1909-Double Sheet
Henry Hall, lac., Indiana, Pa.
day of ~~"~'~"~ in the year
MADE THE
of our Lord one thousand nine hundred seventy-three (1973)
BETWEEN STELLA M. GARLIN, widow, of the Township of East
Pennsboro, County of Cumberland and State of Penn-
sylvania,
Grantor ,
and DOROTHY G. PIERSON, of the Township of East
Pennsboro, County of Cumberland and State of
Pennsylvania,
Grantee
WITNESSETH, that in consideration of One ($1.00) Dollar and other good and
valuable considerations
in hand paid, tltie receipt whereof is hereb?~ acknowledged, the said grantor r?ces hereb;i ,gra;~t
and convey to the said. grantee ,
ALL THAT CERTAIN lot or tract of land situate in the Township of
East Pennsboro, County of Cumberland and State of Pennsylvania,
bounded and described as follows, to wit:
BEGINNING at a point, on the eastE
as the State Road, now Enola Drive
center of the partition between h~
house on lot adjoining on feetnto
Hundred Twenty-five (125)
't`wenty-five (25) feet to a stake;
Twenty-fivfeet2aloneetheowestern
five (25) g
point; the place of Beginning.
ern side of a public road known
:; thence eastwardly through the
ruse on lot hereby conveyed and
th and beyond a distance of One
a point; thence southwardly
thence westwardly One Hundred
pin and thence northwardly Twenty-
side of said public road to a
HAVING THEREON ERECTED the southern half of a two story brick
dwelling known and numbered 102 South Enola Drive.
BEING the same premises which Newton L. Kapp and Jessie V. Kapp,
his wife, by deed dated May 12, 1924 and~irecorded in the Cumberland
County Recorder s Office in Deed Book X , Vol. 9, Page 92 granted
and conveyed unto Charles C. Garlin and Stella M. Garlin, his wife.
Charles C. Garlin having died October 13, 1967, title remains vested
in Stella M. Garlin as surviving tenant by the entireties.
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PERSONAL PROPERTY APPRAISAL
for the
Dorothy Pierson
102 South Enola Drive
Enola, Pa 17025
September 21, 2008
Prepared by
~Ier•in
Fahnes ock's
Auction Service
495 Pisgah State Road
Shermans Dale, Pa 17090
717-582-8565
Dorothy Pierson Estate, 102 S. Enola Drive, Enola, Pa 17025
Kitchen
Corner cupboard $ 600.00
Gateleg drop leaf table $ 150.00
Drysink (modern) $ 75.00
5-spindle back chairs (modern) $ 90.00
Whirlpool refrigerator $ 100.00
Goldstar microwave & stand $ 40.00
Singer ptbl sewing machine $ 100.00
Roper gas stove $ 50.00
Misc contents $ 125.00
Lounge Room
Secretary desk $ 100.00
Grandmother clock $ 175.00
3-upholstered arm chairs $ 75.00
2-small lamp stands $ 40.00
Misc contents $ 125.00
Living Room
Sylvania ptbl tv $ 25.00
Arm chair w/tapestry seat & back $ 50.00
LaZboy recliner (older) $ 20.00
Childs arm rocker $ 25.00
Sofa $ 50.00
Pink wingback arm chair $ 25.00
2-matching endstands $ 30.00
Misc contents $ 75.00
Bedroom #1
4pc Drexel BR suite $ 400.00
Jewelry chest (8-dwr) $ 50.00
6-dwr chest-of-dwrs $ 50.00
Gold Star ptbl tv $ 25.00
Misc contents $ 75.00
Bedroom #2
4pc BR suite $ 300.00
Misc contents $ 125.00
Bedroom #3
Arm rocker w/cane seat & back $ 50.00
Oak dresser w/oak wall mirror $ 125.00
Misc contents $ 75.00
Basement contents $ 200.00
Total $ 3,620.00
It is my opinion that the appraised values quoted for the merchandise are based on 20
years of auctioneering experience, and these prices could possibly be obtained if offered
at public auction.
Nevin Fahnestock, Auctioneer
.;: t. 13, 1008 8.5bAM PNC BANK 412-705-2747
Pl~~
r~l~ n~~ w~-Y
October 23, zoos
Scott Morrison, ESQ
PO Box 232
New Bloomfield, PA 17068
RE: Dorothy G Pierson
ssN: 207-o9-02a7
DOD: 09-08-2008
Dear Mr. Morrison:
No. 2104 P. 1
Iu response to your request for Date of Death (DOD) balances far the customer noted above, aux
records show the following:
Ghectung Account
Account # 51403a23~6 Establislxed: a9-19-2ao0
DOROTHY C PIERSON
LYN M WALLACE
DOD balance: $ 14,179.79 + 0.8b accrued interest
Please note that this office provides date of deati~ balances for deposit accounts (IItAs, CDs, Checking and
Savings). We do not process any finaacial transactions or provide statements. If you need assistance with
any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank bn3nch
office.
Sincerely,
National Financial Services Center
PNC Bank, N~
Member FDIC
Page 1 of 1
vaN ?taMpl=N
INYESTMEN*$
August 25, 2008 Page 1 of 1
DOROTHY G PIERSON
102 S ENOLA DRIVE +- Financial Gary Group
ENOLA PA 17025-2706 ~ ~+ Advisor 4789
H D VEST INVESTMENT SECS INC
524 S PITT ST
CARLISLE PA 17013-3820
000689 ~ Access (800) 847-2424
~iii~~~ni~~~iiin~~~~~i~u~~~~~iii~~~nn~~n~~n~~~n~~~u~~ //.. Your Account
C~ On the Web vankampen.com
Jews .
vv~~~~~~~~aa~ai~~
Statement & Check
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_ international investments, visit vankampen.com or contact your financial advisor.
Account Activity Confirmation
Senior Loan Fund - I B
Fund/Account Number
Account Owner
59/61752778
Dorothy G Pierson
.~
Trade Transaction
Date Description Dollar _ Share Shares This
__ Amount Price = TO~i
08/25/2008 Income Div Cash Transacti°"_ Shares
Ending Value as of8R5/2008 $303.44 $0.0000 0.000 7,740.621
557,280.60 7,740.621
We make it easy for you to manage your Van Kampen mutual fund investments with our Direct Deposit plan -- sign up online today
by visiting vankampen.com.
Thank you for choosing Van Kampen Investments, your satisfaction is important to us. If you identify
any inaccuracy or discrepancy on your statement, please notify us promptly within 60 days. To
further protect your rights as a customer, oral communication should be reconfirmed in writing.
This is the only confirm that you will be receiving for this transaction. Please retain
weM...9911p.A8)8>460pp.pp{ggpp5B9.CIXVKMCR_...IACSp01))66H5 this statement for your records.
0~'
5 ~ 1ti
MAIN OFFICE
One Centre Square • P.O. Box B • Marysville, PA 17053 • Phone: 717-957-2196 • Fax: 717-957-4578
October 7, 2008
Scott W Morrison
Center Square
P O Box 232
New Bloomfield PA 17068
RE: Estate of Dorothy G Pierson 8-8-08
Here is the information you requested per your letter of 9-30-08:
CD 3053169 CD 3062738
Dorothy G Pierson Dorothy G Pierson
Open: 11-26-90 Open: 8-15-03
Int Rate: 4.00% Int Rate: 3.44%
DOD Bal: $11,097.73 DOD Bal: $13,179.50
DOD Int: 17.11 DOD Int: 105.58
CD 3066063
Dorothy G Pierson
Lyn M Wallace
Open: 7-7-08
Int Rate: 3.92%
DOD Bal: $25,000.00
DOD Int: 83.37
If you require any further information, please feel free to contact us.
Sincerely,
~,~.~~
Barbara Recher
Manager
First National Bank of Marysville
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