The URL can be used to link to this page

Home My WebLink About04-0096Estate of also known as , Deceased Register of Wills of Cumberland County, Pe.nnsylvania PETITION FOR GRANT OF LETTERS Michael E. Morris Social Security No. 219-58-6300 (COMPLETE "A" OR "B" BELOW:) Co- A. Probate and Grant of Letters and aver that Petitioner(s) ~/are the executOrS named in the Last Will of the Decedent, dated 07/31/2003 and codicills) dated N/A Stale leleve~! circumstm~ces, e.U., renunciation, death ol executol, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional heetsif necessary. Decedent was domiciled at death in Cumberland residence at 619 Wayne Drive, Mechanicsburg, Decedent, then 52 years 9~ age, died 09 / 02 / 03 , Decedent at death owned property with estimated values as follows: (If domiciled in PA) Alt personal property .............................. $ (If not domiciled in PA) Personal property in Pennsylvania ...................... $ (If not domiciled in PA) Personal property in County .......................... $ Value of rea~ estate in Per;nsylvania ............................................... $ Total ............................................................. $ Real Estate situated as follows: County, Pennsylvania, with his/¥~ last family or principal PA 17055 .__,at above residence 700.00 700.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence '/'?- ' / Ix, k '' RW-7 Judy R. Morrisr 619 Wayne Drive Mechanicsburg, PA 17055 Harry L. Bricker, Jr., 407 North Front Harrisburg, PA 17101 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Pe~3,i~ion~r(s) and tha3,~a~ pers~onal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate a/~drding to law.~ . Sworn to and affirmed and subscribed before me this ~ day of DECREE OF REGISTER Estate of Michael E. Morris also known as Deceased Social Security No: 219-58-6300 Date of Death: 09/02/2003 AND NOW, , , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary [] of Administration are hereby granted to Judy R. Morris and Harry L. Bricker, Jr. in the above estate and that the instrument(s), if any, dated 07/31/2003 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... Short Certificate(s) .......... Renunciation .................. Affidavit ( ) ................. Extra Pages ( ) ............ Codicil .......................... JCP Fee ........................ Inventory & Tax Forms... Other ............................ TOTAL ................ $ P~il-7a Attorney: Harry L. Bricker, Jr., Esq. I.D. No: 07049 Address: 407 North Front Street Harrisburg, PA 17101 Telephone: (717) 233-2555 DATE FI LE :[~2_~ .zg,~,~. his is to certify that the information here given is correctly copied from an original certificate of death dqlv filed with me as Local,R, egistrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~iing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 Local Registrar COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH 1. Michael ~.. Morris J,. Mal~- "219 -- 58 --6300],.September 2f 2003 _ 619 Wayne Drive Mochanic..~urg, PA 17055 Edward Morris P Judy R. Morris METHOD 0~: DISPOSITION tD~iCE~NT'S Pennsylvania · ,,,.~9 v.,~.~.,,~,.~., Upper Allen ........ ~.~ ,,. June Metzqer ~. 619 Wa~ Drive M~hanicsl:mrc. Ir PA 17055 'MEDICAL EXAMINER/CORONER LAST WILL AND TESTAMENT OF MICHAEL E. MORRIS I, MICHAEL E. MORRIS, an adult individual, of the Township of Upper Allen, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all Wills or testamentary writings by me at any time heretofore made. FIRST: I direct that all my debts, funeral expenses and inheritance taxes be paid by my personal representative, hereinafter named, as soon after my death as may be practicable. SECOND: I give and bequeath all the rest, residue and remainder of my Estate, be it real, personal or mixed, of whatever nature and wheresoever the same may be situate to my wife, JUDY R. MORRIS, providing she is living at my death. THIRD: Should the said JUDY R. MORRIS predecease me or not be living at my death, I then give, devise, and bequeath all the rest, residue, and remainder of my Estate, be it real, personal or mixed, of whatever nature and wheresoever the same may be situate in equal shares to my brothers and sister and the sisters and brother of my wife, JUDY R. MORRIS, who are living at my death per capita and not per stirpes. I presently have three (3) brothers and one (1) sister living and my wife, JUDY R. MORRIS, presently has two (2) sisters and one (1) brother living and accordingly, should these seven (7) individuals be living at the time this provision takes effect, each individual would receive one-seventh (1/7) of a share. FOURTH: I hereby nominate, constitute, and appoint JUDY R. MORRIS and HARRY L. BRICKER, JR. as Co-Executors of this, my Last Will and Testament. I further direct that said personal representatives shall serve without bond. The said personal representatives shall have the power to discharge all the debts, liens and encumbrances upon my Estate, as well as any taxes thereon, to pay for the cost of the final disposition of my remains and final illness, if any, to receive any and all commissions and other compensation for services rendered by me during my lifetime, and to perform any and all fiduciary duties authorized by statute. Further, I direct my personal representatives to preserve my Estate and any instructions pertaining to the distribution of the same from any attachment or anticipation while in the hands of my personal representatives, it being my express intent that all legacies shall be free from any attachment or anticipation while in the hands of the accountant for my Estate. FIFTH: I hereby direct that all taxes attributable to the passing of any assets by means of this Will or otherwise, or that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from the estate as a part of the expense of the administration of my residuary of my estate. IN WITNESS WHEREOF, I, MICHAEL E. MORRIS, have signed, sealed, published and declared this to be my Last Will and Testament, consisting of this and two (2) additional pages in the margin of each of which I have also set my hand for greater security and better identification, this ~ I day of '~/t-jr , 2003. 1 Michael E.-Morris (SEAL) The preceding instrument, consisting of this and two (2) other typewritten pages, was on the day and date hereof signed, sealed, published and declared by MICHAEL E. MORRIS, Testator herein named as and for his Last Will, in the presence of us, who at his request, and in his presence have hereunto subscribed our names as witnesses hereto. We further certify that at the time of the execution hereof: the said Michael E. Morris was of sound and disposing mind, memory and understanding. 2 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF DAUPHIN ) SS: I, MICHAEL E. MORRIS, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Swom or affirmed to and acknowledged before me by MICHAEL E. MORRIS, the Testator, this~C/~,/day of ~,~~ ,2003. MY-~m~i~ion expires: (Seal) NOTARIAL SEAL AGNES G. NICHICI, NOTARY PUBLIC CITY OF HARRISBURG, DAUPHIN COUNTY MY COMMISSION EXPIRES JUNE 19, 2006 COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF DAUPHIN ) the witnesses wh,~~re signed to~e'~ttache'~ foreg~)ing ~stru-'~nt, being duly qualified accordih-g to law, do-depose and say that we were present and saw MICHAEL E. MORRIS, Testator, sign and execute the instrument as his Last Will and Testament; that MICHAEL E. MORRIS signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed; that we, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge, the Testator was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. Sworn to and subscribed before me this ,¢/,4--/-day of ~ ~;t ~o~-r~ibs~;o r~ ex p; re s: ~//?~/~ d (SEAL) AGNES G. NICHICl, NOTARY PUBUC I Cf'FY OF HARRISBURG, DAUPHIN COUNTYI3 I ,2003. ATTORNEY AT LAW ~-07 NORTH FRONT STREET 17101 - I;:'96 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Michael E. Morris Date of Death: September 2, 2003 No. 2004-00096 To the Register: I certify that notice of beneficial interest 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 February 4, 2004: Name Address Judy R. Morris 619 Wayne Drive, Mechanicsbur.q, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No Exceptions Date: Harry [y-Bdcker, ~squire 407 No~h Front street Harrisburg, PA 17101 (717) 233-2555 Capacity: X Personal representative X Counsel for personal representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: Michael E. Morris Date of Death: September 2, 2003 No. 2004-00096 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: State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Hopefully within one year 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 2__ Harry L.-Bric~"e~,,.J~, Esquire 407 N f~rl'th-F ~b¥i[-St~e e t Harrisburg, PA 17101 (717) 233-2555 Capacity: X X Personal Representative Counsel for Personal Representative IN THE COURT OF COMMON PLEAS, CUMBERL~D coUNTy ESTATE OF MICHAEL E MORRIS PENNSYLVANIA ORPHANS' COURT DIVISION 'O4 /ip~, -6 P3 .'35 ) ) Register' s # Deceased) 21200496 CLAIM To the Clerk of the Orphans' Court Division : Index and make proper entry in your official records of the claim of CITIBANK(SOUTH DAKOTA)NA in the amount of 8,442.96 against the estate of the above-named decedent. This claim is filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S. ss. 3532 (b) (2) . The said decedent, whose last known residence was at 619 WAYNE DR MECHANICSBURG PA 17055 Written notice of this claim was given to HARRY BRICKER 407 N FRONT ST HARRISBURG PA 17101 on March 22, 2004 SHAWN HARMER ,manager of Citicorp Credit Services, Inc. USA under limited power of attorney for CITIBANK(SOUTH DAKOTA)NA 7930 NW 110Ts ST KANSAS CITY, MO 64153 (Claimant's Address) Account %(s) 5424180141182094 10/03/03 MICHAEL E MORRIS ATTNY ACCOUNT-CODE=DU50 MECHANICSBURG 17055-4987000 $8442.96 PA $547.14 SITE:KC-CD CITI CARDS P.O. BOX 8105 S HACKENSACK, NJ 07606-8105 TM:CD-5000 03/03/04 ACiD:K~03 17:44:45: CitF Platinum Select® Card Account Number 5424 1801 4118 2094 PAYMENT MUST BE RECEIVED BY 1:00 PM LOCAL TIME ON 10/03/2003 Statement/Closing Date Total Credit Line Available Credit Line 09/09/2003 $8800 $0 Amount Over Credit Line $0.00 + Sale Date Pest Date Ralerence Number For Customer Service, call or write 1-800-950-5114 Ter~ortal#.qmom, mlte BOX 6500 tomi, ad~e~;¢d#nq~# SZOUX FALLS, SD Mt ~ve yom rl~ 57117 ~ Cash Adva~e Limit Available Cash Limit $3500 $o Purch/Adv Past Due ~ni~m Due $367.14 + $180.00 = $547.14 Activity Since Last Statement Amount Your account is two months past due and your credit privileqes have been discontinued. Please call the toll-free number shown above, Monday - Friday, 7 am to 9 pm, or Saturday, 8 am to 5 pm, Central Time. If you have already sent us th~s payment, thank you. Our records show home phone 717-697-2763 and business phone 717-691-2883. Please update above coupon if incorrect. Account Summary Previous (+) Purchases (-) Payments (+) FINANCE (=) New Balance & Advances & Credits CHARGE Balance PURCHASES ADVANCES TOTAL Rate Summary 6,593.31 ~0.00 ~0.00 ~0.00 ~6,593.31 1,849.65 ~0.00 ~0.00 ~0.00 $1,849.65 8,442.96 $0.00 $0.00 $0.00 $8,442.96 Days This BIIlln~ Period: 32 Balance Subject to Periodic Nominal ANNUAL Finance Charge Rate APR PERCENTAGE RATE PURCHASES .- Standard Purch ADVANCES~ Standard Adv $0.00 0.07668%(0) 27.990% 27.990% $1,871.80 0.07668%(0) 27.990% 27.990% HARRY L. BRICKER, JR. ATTORNEY AT LAW 407 NORTh FRONT STREEt HARRISBURG, PENNSYLVANIA 17101-1~96 AREA CODE April 26, 2004 FAX 233-8555 Cumberland County Courthouse Attn: Register of Wills One Courthouse Square Carlisle, PA 17013 Re: Gentlemen: Estate of Michael E. Morris, Deceased Social Security No.: 219-58.6300 Date of Death: September2, 2003 Estate No.: 2004-00096 Enclosed are four (4) Inventories and four (4) Pennsylvania Inheritanc~'ax Returns concerning the above-captioned Estate. You will note that one of the Returns has a copy of the Last Will and Testament attached. I will appreciate it if you will clock all of them in and return the remainder to this office. Enclosed also is a check in the amount of $25.00 as issued by the personal representative and widow, Judy R. Morris, for the filing fee. We are also enclosing a self-addressed, stamped envelope for your convenience for returning the remaining documents. Thank you for your help and cooperation. Very truly yours, HLB, Jr./bid Enclosures Ha~F~ L. Bricker, Jr. HLBLA W@verizon.net cc: Mrs. Judy R. Morris REr¢-1500 EX COMMONWEALTH OF · PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 171284)601 Rev-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFF[CtA_ USE ONLY FILE NUMBER County Code Year Number DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z MORRIS, MICHAEL E. 219-58-6300 r'~ DATE OF DEATH (MM-DD-YEAR) IDATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED tN DUPLICATE WITH THE 0 09-02-2003 107-1 13-1951 LU REGISTER OF WILLS I SOCIAL SECURITY NUMBER IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1. Odginal Return 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received Z U 2. Supplemental Return [~ 3. Remainder Return (~,~ ~ ~.~ ~= = 12l 1 ~) 4a. Future Interest Compdse (date of deah ~.~ 12-12-82) US. Federal Estate Tax Return Required 7. Decedent Maintained a Living Trust (A~ach a copy of Trust) 0 8. Total Number of Safe Deposit Boxes 10. Spousal Poverty Credit (date of death baleen 12-31-91 end 1-1-95) r~ 11. Election to tax under Sec. 9113(A) L,~J (a~mch Sch O) z O 0 THIS SECTION MUST BE COMPLEt'Eu. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME HARRY L. BRICKER, JR. FIRM NAME (If Applicable) TELEPHONE NUMBER (717) 233-2555 COMPLETE MAILING ADDRESS HARRY L BRICKER, JR. ATTORNEY AT LAW 407 NORTH FRONT STREET HARRISBURG, PA 17101 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnemhip or Sole-Prophetorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) ['~ Separate Billing Reduested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) $0.00 OFFICIAL USE ONLY ~'~ $0.00 [ $700.00 i CO $o.oo [ $o.oo i ~ (8) $700.00 $32,081.01 $0.00 (11) $32.o81.Ol ($31,381.01) ~'00 (12) (13) (14) ($31,381.01) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (aX1.2) 16. Amount of line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of tine 14 taxable at collateral rate 19. Tax Due 20. ~ x (15) x (16) x .12 (17) x .15 (18) (19) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT $0.00 $o.oo $o.0o $0.00 $0.00 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Deced;nt's Complete Address: I MECHANICSBURG 619 WAYNE DRIVE ISTATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page I Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D, Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If line I + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT $0.00 $0.00 $o.oo $o.oo 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; b. retain the right to designate who shall use the property transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within on year of death without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death? I×1 4.Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ~ IF THE ANS?~.~ TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I ~l~clare that I have examined this I:e~rn, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer other t~an~the personal representatlVe is/~oased on all the information of which preparer has any knowledge. SIGNATURE OF PERSQI~ESPON~BLE FOR J~IL~ I~Jbl~N-- n DATE ADDRESS / t' / ........ 619 WAYNE DR~E, MF_.~CHANICSBURG, PA 17055 SIC,.~_E OI~'e'ARER D_TlflER THAN~_p_~F~SF~N3~r~ATIVE ~ ~'~ DATE _ ADDRESS 407 NORTH FRONT STREET, HARRISBURG, PA 17101 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [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 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a 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 0% [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 4.5%, 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 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. R~V-1508E~+~-97X1) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MICHAEL E. MORRIS SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the dght of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1967 MUSTANG $700.00 TOTAL (Also enter on line 5, Recapitulation) $700.00 (If more space is needed, insert additional sheets of the same size) RE:V-1511 E~,, ~' (~-97X1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MICHAEL E. MORRIS SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 1. 2. 3. 7. 8. 9. 10. 11. 12. 13. 14. 15. 17. FUNERAL EXPENSES: MALPEZZl FUNERAL HOME - FUNERAL CEMETERY PLOT AND RESERVATION CEMETERY FLOWERS & CAR ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) HARRY L. BRICKER, JR. Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 407 NORTH FRONT STREET City HARRISBURG State PA Zip 17101 Year(s) Commission Paid: NONE Attorney Fees HARRY L. BRICKER, JR., ESQ. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant JUDY R. MORRIS Street Address 619 WAYNE DRIVE City MECHANICSBURG State PA Zip 17055 Relationship of Claimant to Decedent WIFE Probate Fees REGISTER OF WILLS, CUMBERLAND COUNTY Accountant's Fees Tax Return Preparer's Fees THE CARLISLE SENTINEL - ADVERTISE ESTATE THE CUMBERLAND LAW JOURNAL - ADVERTISE ESTATE GORDON'S JEWELERS - ACCOUNT NO. 6035 2530 0348 2933 HOME DEPOT CREDIT SERVICES - ACCOUNT NO. 6035 3200 5277 4948 CABELA'S VISA CENTER - ACCOUNT NO. 3001 9735 671 CITI CARDS - ACCOUNT NO. 5424 1801 4118 2094 CENTRAL PA HEMA & MED. ONC. ASSOC., P.C. ACCOUNT NO. 14088 CAPITAL AREA SURGICAL ASSOCIATES, P.C. - ACCOUNT NO. 23298 UNIVERSITY OF PA HEALTH SYSTEMS (TWO BILLS) - ACCOUNT NO. 016384950 ESTATE RECOVERIES, INC. (COLLECTION AGENCY) FOR FLEET CREDIT CARD SERVICES ,REGISTER OF WILLS, CUMBERLAND COUNTY - FILING FEE FOR RETURN AND INVENTORY TOTAL (Also enter on line 9, Recapitulation) $5,532.00 $1,000.00 $1,062.00 $500.00 $750.00 $3,500.00 $43.00 $98.69 $75.00 $422.64 $3,808.10 $1,237.02 $8,442.96 $111.52 $850.00 $2,438.00 $2,185.08 $25.00 $32,081.01 (If more space is needed, insert additional sheets of the same size) REV-1513 E.~,,~ (9-00)) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF MICHAEL E. MORRIS FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. I1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] JUDY R. MORRIS 619 WAYNE DRIVE MECHANICSBURG, PA 17055 WIFE ENTIRE ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR 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 SHEET $0.00 (If more space is needed, insert additional sheets of the same size) Register of Wills CUMBERLAND INVENTORY County, Pennsylvania also known as Date of Death 09.02-2003 , Deceased Social Secudty No. 219-58-6300 Personal Representative(s) of the above Estate, deceased, vedfy that the items appearing in the following inventory include all of the personal assets wherever situate end all of the real estate in the Commonwealth of Pennsylvania of said, Decedent that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and th Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. INVe verify that the statements made in this inventory are true and correct. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Attorney HARRY L. BRICKER, JR. I.D. No.: 07049 Address 407 NORTH FRONT STREET HARRISBURG, PA 17101 Telephone: (717) 233-2555 1. 1967 MUSTANG Description Value $700.00 Total from Continuation Page(s) $0.00 (Attach additional sheets if necessary) Total: $700.00 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. GARY W. BECKER - DC, FL, IL, MN, WI* AN GEI~*. M, HORN - MN MARy ELLEN WEEMAN - KS, MN. MO THERSIA O. LEE - MN STEVEN M, TOMS- MN REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 BALOGH BECKER, LTD. ATTORNEYS AT LAW SEND ALL WRITTEN REPLIES TO: 4150 OLSON MEMORIAL HIGHWAY, SUITE 200 MINNEAPOLIS, MINNESOTA 55422-4811 TELEPHONE 763-852-8440 FAX 763-852-8499 TOLL-FREE 866-234-0513 ARIZONA OFFICE: 64 E. BROADWAY ROAD SUITE 175 TEMPE, AZ 85282 DIANA THEOS - AZ, CO SANDRA TANG - AZ, CA OF COUNSEL: LITOW LAW OFFICES, P.C. (IOWA) LUSTIG, GLASER & WILSON, P.O. (MASSACHUSEITS) 06/23/04 Re: In the Estate of MICHAEL E MORRIS Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: 21200496 619WAYNEDRMECHNICSBURG, PA 17055 CITICORP CREDIT SERVICES INC. 6035253003482933 $ 422.64 Dear Sir or Madam: Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate. Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or if this is a duplicate claim, please call our firm toll free at 1- 866-234-0513 Cordially, Balogh Becker, Ltd. Attorneys at Law '- Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for thfii purpose. This letter is from a debt collector. 4570 6~21~2C~14 1142739 COMMONWEALTH OF PENNSYLVANZA NOTICE OF CLAIM COURT OF COMMON PLEAS OF CUMBERLAND COUNTY' ORPHANS' COURT DZVZSZON Zn Re: The Estate of: MICHAEL E MORRIS Deceased Court File No: 21200496 TO: THE CLERK OF THE ORPHANS' COURT DZVZSZON: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). 1) Claimant's name: CITICORP CREDIT SERVICES INC. C/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY#200 MINNEAPOLIS, MN 55422 866-234-0513 Creditor listed below is the owner and holder of a claim in the amount of $ 422.64 3) 4) s) 6) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. Decedent's address: 619WAYNE DR MECHNICSBURG, PA 17055 Date of Death: 09/02/03 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they Information and representations made herein are true and correct to the b~st~f my kno~vJ~d_qe, information and belief. ,~ , , / ~ v - ~ - seat'A. Whitley/Angela M. Horn/Mary Ellen Weeman/Chad Bolinske/Thersia Lee, Attorney Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: JUDY R MORRIS Name 619 WAYNE DR Address MECHANICSBURG, PA 17055 City/S~tate./Zil~ Date/not/rcs mailed IN RE ESTATE OF: MICHAEL E MORRIS AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: 1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of his/her duties. The Decedent purchased merchandise in the amount of $ 422.64 account number 6035253003482933 evidenced by The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not By: Chelsea A. Whitley Angela M. Horn __ Michael D. Johnson __ Mary Ellen Weeman __ Thersia O. Lee Chad J. Bulinske 4150 Olson Memorial Highway, Suite 200 Minneapolis, MN 55422-4811 Subscribed and sworn before me This ~ day of ~ ,2004. GUi~*EAU OF INDIVIDUAL TAXES ZHHERTTANCE TAX DZVTSZOH DEPT. 280601 HARRTSBURG, PA 17128-0601 COMHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RE¥-l$1il7 EX &FP COl-OS) HARRY L BRICKER JR ATTY q07 N FRONT ST HBG PA 171O1 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACM 06-1q-200~ MORRIS 09-02-2005 Z1 0~-0096 CUMBERLAND 101 Amount Remitted MICHAEL E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THZS LINE ~ RETAIN LOWER PORT/ON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF /NHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORRIS MICHAEL E FILE NO. 21 0q-0096 ACM 101 DATE 06-1q-200q TAX RETURN HAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERN:ING FUTURE :INTEREST - SEE REVERSE APPRA:ISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) $. Closely Held Stock/Partnership Interest (Schedule C) q. Mortgages/Notes Receivable (Schedule D) (q) E. Cash/Bank Deposits/MAsc. Personal Property (Schedule E) (.6) 6. JoAntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assets APPROVED DEDUCTIONS AND EXEMPT:iONS: 9. Funeral Expenses/Adm. Costs/MAsc. Expanses (Schedule N) (9) 10. Debts/Mortgage LAabAlitAes/Liens (Schedule 1) (10) 11. Total Deductions 12. Net Value of Tax Re'turn 15. lq. CharAtable/Governeental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax O0 O0 O0 O0 700 O0 O0 O0 (8) 29,281.01 .00 (11) (12) (15) NOTE: Z~ an assessment was issued previously, lines 14, 15 and/or 16, 17, re~lect flgures that include the total of ALL returns assessed to date. (15) .00 x O0 = (16) .00 x OqS= (17) .00 x 1Z : (la) .00 x 15 = (19)= ASSESSHENT OF TAX: 15. Amount of LAne lq at Spousal rate 16. Amount of Line lq taxable mt Lineal/Class A rate 17. Amount of Line lq at Sibling rata 18. Amount of LAne lq taxable mt ;o~lateral/Class B rata 19. PrAncipal Tax Due TAX CREDZTS: PAYMENT RECEIPT DATE NUMBER DISCOUNT INTEREST/PEN PAID (-) AMOUNT PAID IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To Ansure proper credAt to your account, subeAt ~he upper port/on of this fore wAth your tax payment. 700.00 29.281.01 28,581.01- .00 28,581.01- 18 and 19 will .00 .00 .00 .00 .00 TOTAL TAX CREDIT I .00 BALANCE OF TAX DUEl .00 :INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REgU/RED. IF TOTAL DUE 1S REFLECTED AS A "CRED/T" (CR), YOU NAY BE DU~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONSo)~ V~ RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIDNS: 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 tho decedent after the expiration of any estate for life or for years, the Coaaonaaalth hereby expressly reserves the right to appralsa and assess transfer Inheritance Taxes at the laaful Class 8 (collateral) rate on any such futura interest. To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NXLLS, AGENT A refund of a tax credit, mhich Nas 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 Mills, any of the ZS Revenue District Offices, or by calling the special Z4-hour anseering service for forms ordering: 1-800-36Z-ZOSO~ services for taxpayers with special hearing and ! or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied with the appraisement, alloeenca, or disalloeanca of deductions, ar assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --mrittan protest to the PA Department of Revenue, Board of Appeals, Dept. ZSIOZX, Harrisburg, PA IT1ZS-iOZI, 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 Revise Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Soo 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 duo is paid within three (3) calendar months after the decedent's death, a five percent (SZ) 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, 1996j the first day after the and of the tax amnesty period. This non-participation penalty is appeaZable 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 aith first day of delinquancyj 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 (6X) percent par annum calculated at a daily rate of .000164. All taxes ehich became delinquent on and after January 1, 198Z will bear interest at a rata which ail1 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates far 1982 through ZOO4 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1988-1991 1Ii .000301 2001 9Z .000Z47 1983 16Z .000438 199Z 9Z .000Z47 ZOO2 6Z .000164 1984 llZ .000301 1993-1994 7Z .00019Z 2003 SZ .000137 2004 4X .000110 1985 I3Z .000356 1995-1998 9Z .000Z47 1986 iOZ .000Z74 1999 7Z .000192 1987 IOZ .000274 ZOO0 7Z .00019Z --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 ail1 reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation data shown on the Notice, additional interest must be calculated. ~Ev-1470 ~_X (6-88) INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG~ PA 17128-0601 DECEDEN3~S NAME FILE NUMBER MICHAEL E MORRIS 2104-0096 REVIEWED BY ACN John Kealy 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Reduced to $700. Family exemption can only be claimed against assets subject to will or H B-3 intestacy. ROW Page 1 JAMES A. BALOGH - MN GARY W. BECKER - DC, FL, IL, MN, WI* *CREDITOR'S RIGHTS SPECIALIST AMERICAN BOARD OF CERflFICATION CHELSEA A. WHITLEY - MN, WI ANGELA M. HORN - MN MICHAEL D. JOHNSON - MN MARY ELLEN WEEMAN - KS, MN, MO THERSIA O. LEE - MN CHAD J. BOLINSKE - MN STEVEN M. TOMS - MN MICHAEL L. McCAIN - MN WILLIAM B. HOPKINS - MN, WI JOHN E. OLCHEFSKE - MN JON M. SUSTARICH - MN JASON R. FOSTER - MN MEAGAN M. PROBST - MN MICHAEL J. DOUGHERTY - MN REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 BALOGH BECKER, LTD. ATTORNEYS AT LAW SEND ALL WRITTEN REPLIES TO: 4150 OLSON MEMORIAL HIGHWAY, SUITE 200 MINNEAPOLIS, MINNESOTA 55422-4511 TELEPHONE 763-852-8440 FAX 763-852-8499 TOLL-FREE 866-234-0513 ARIZONA OFFICE: 64 E. BROADWAY ROAD SUITE 175 TEMPE, AZ 85282 DIANA THEOS - AZ, CO SAN DRA TANG - AZ, CA OF COUNSEL: LITOW LAW OFFICES, P.C. (iOWA) LUSTIG, GLASER & WILSON, P.C. (MASSACHUSETTS) 06/23/04 Re: In the Estate of MICHAEL E MORRIS Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: 21200496 619 WAYNE DR MECHNICSBURG, PA 17055 CITICORP CREDIT SERVICES INC. 6035320052774948 $ 3808.10 Dear Sir or Madam: Enclosed please find a Creditor's claim to be filed in the record with the abovc.-referenced Estate. Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or if this is a duplicate claim, p ~ase call our firm toll free at 1- 866-234-0513 : Cordially, Balogh Becker, Ltd. Attorneys at Law Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 4570 6/21/2~4 1142739 COMMONWEALTH OF PENNSYLVANZA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DI'VZSZON NOTICE OF CLAII~ Zn Re: The Estate of: Court File No: 21200496 MICHAEL E MORRIS Deceased TO: THE CLERK OF THE ORPHANS' COURT DZVZSZON: Notice of claim by creditor, Pursuant to Section 353:)(b)(:)) of the Probate, Estates, and Fiduciaries Code, :)0 PA.C.$.A. CITICORP CREDIT SERVICES INC. 1) Claimant's name: O/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY#200 MINNEAPOLIS, MN 55422 866-234-081 3) Creditor listed below is the owner and holder of a claim in the amount of $ 3808.10 4) 5) 6) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. Decedent's address: 619 WAYNE DR MECHNICSBURG, PA17055 Date of Death: 09/02/03 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they Information and representations made~erein are t~ue and correct to the b~,~o~,m.~y nj~_~ej;Lge, illformation and belief. / Dated: ~/_~/~/~r / .J~/X~ / ~ ~helsea A./~Vhitley/Angela M.-Horn/Mary EJ~e~rna~/Cha~d Bolinske/Thersia Lee, Attorney Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: JUDY R MORRIS Name 519 WAYNE DR Address MECHANICSBURG, PA 17055 City/~tat¢/2;i~ '71l'L1o¥ Da~(~ no~ce mailed IN RE ESTATE OF: MICHAEL E MORRIS AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of his/her duties. The Decedent purchased merchandise in the amount of $ 3808.10 account number 6035320052774948 evidenced by The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not Chelsea A. Whitley / Angela M. Horn __ Michael D. Johnson Mary Ellen Weeman Thersia O. Lee __ Chad J. Bolinske 4150 Olson Memorial Highway, Suite 200 Minneapolis, MN 55422-4811 Subscribed and sworn before me This c~c~" day of ~ ,2004. RErE.I\/I:D 0i''T 1 Q 'i"'''~, M <7 , V I V L.... v\"" J ..............: '('" I Estate No.: 21-04-00096 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PEI\1NSYL VA..l\JIA Estate of MORRIS MICHAEL E Late of UPPER ALLEN TOWNSHIP Date: 10/17/2005 NO.: 21-04-00096 BRICKER HARRY L 407 N FRONT STREET HARRISBURG PA 17101 ..... NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: BRICKER JR HARRY L Personal Representative Counsel: BRICKER HARRY L Date of Decedent's Death: 9/02/2003 Date of Delinquency Notice: 9/02/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 8/09/2005 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel ~~~ Glenda Farner Strasbaugh Clerk of Orhans' Court A hearing is scheduled for November 21, 2005 at ~O AM in Courtroom No.2. If the Status Report is filed".-prio71. to the hearing date, the hearing will automaticallr/l:5E: canc lled. /.fJ /' l! / \ Edgar B. Bayle , ~ - CJ -. CJ ~I' ; i f ~ CJ >>0 0 0 ~ Inf II ~ f I .. .:'tI. S 3 ~ iUI!ll ~ ~ @ I iIS!i;1 ~ ~ : !t!ll~ Gl ~ ~ ~. n~~'i> ;l ~ ~ n:th! ~ gj if'~ '8 it ~ "' i1f,.J.l" ~ II! HARRY L. BRICKER. JR. ATTORNEY AT LAW 407 NoRTH FRONT STREET HARRISBURG, PENNSYLVANIA 17101-1296 E-MAIL.HLBLAW@VERIZON.NET October 27, 2005 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Michael E. Morris, Deceased Social Security No.: 219-58-6300 Date of Death: September 2, 2003 Estate No.: 2004-00096 Gentlemen: AREA CoDE 717 233-2555 FAX 233-6555 We enclose for filing a Status Report Under Rule 6.12 concerning the above- captioned estate. As we understand from your Notice dated October 17, 2005, the hearing scheduled for November 21, 2005 will be cancelled. With kindest regards. Very truly yours, """"....,..~~..~ /' ~.~._-~ ~~ ~.'"'"~'''''"''''' Harry L. Bricker, Jr. HLB, Jr./bld Enclosure ') - (-) cc: Mrs. Judy R. Morris ,"=:) , - .~.", i C;") "".'-~:J (---, ~'1; . "'1'1 - ("'') 1'1:1 r:~) C) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Michael E. Morris Date of Death: September 2. 2003 No. 2004-00096 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: t D. "'L "l ~. e>.:s- .... Capacity: X Personal Representative X Counsel for Personal Representative +11.).. 1 1 .~,! ("\ .~) . C~.,.J \J~ I