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Home My WebLink About08-09-10~i ~/ 1505607120 ~"' / ~~ EX (06-05) OFFICIAL USE ONLY P/t department of Revenue courtly code veer File Number Bul`eau of Individual Taxes INHERITANCE TAX RETURN 2 1 10 0 4 7 4 PO 60X.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER D CEDENT INFORMATION BELOW Social Se urity Number Date of Death Date of Binh 191 16 6639 06 07 2001 09 05 1923 Decedent Last Name Suffix Decedent's First Name MI MOR ISON GEORGE A (If Applic ble) Enter Surviving Spouse's Information Below Spouse's ast Name Suffix Spouse's First Name MI MOR ISON MARY Spouse's Social Security Number THIS RETUR N MUST BE FILED IN DUPLIC/I-TE WITH THE .REGISTER OF WILLS FILL IN A PROPRIATE OVALS BELOW ~X ',', 1. riginal Retum ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) ~ 4. invited Estate ~ qa, Future Interest Compromise ~ 5. Federal Estate tax Retum Required ~-~ (date or deem aver 12-12-az) (-- ; 8 ~ ecedent Died Testate i I ~ J ~ Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Capy of Trust) -- Attach Copy of Will) - ~ 9. I itigation Proceeds Received ~, L-I 1 p, spousal Poverty Credit (date >r deem ~ 11. Election to tax Under Sec. 9113(A) between 12-31-91 and 1-1-95 (Attach SCh. 0) wrcrtw ainucn r - r nw acs. r rvn wrva r Name MIC AEL L. BANGS Daytime Tslephbrl~e Number 717 730' 7310y C') o Firm Na a (If Applicable) r ~' ILLS U~O REGISTE r NL~ r' rt .X7 ~ ~ G~; First li of address ~ ~ ~7 ~ ~ `ri 429 SOIITH 18TH STREET ~' n~ c~--; --~ ss c > _ T' 1 Second ne of address - ', ~ ~ ~'== x' 7 DAVE AILED tC- City or P t Office State ZIP Code CAM HILL PA 17011 Corresp ndent's e-mail address: Under tties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to thti bpeeaat m1y knowledge and belief, it is true, rest and complete. Declaration of preperer other than the personal representabve Is based on all info rmation of which ptropp r hate arty know ledge. SIGNATUR OF PERS RESPONSIBLE FOR FILING RETURN DA ~ ary Morrison AODRE 3422 ~edford Drive, Camp Hill, ~1 _1.7011 S TU OF PRE RE THER THA REPRES IVE pA ~,.. Michael L. Bangs ~ ~ DDRESS 429 S uth 18th Street, Camp Hill, PA 17011 Side 1 15056~1712D 1505607~r~D II' ~~ JI REV-1500 EX rune: George A. Morrison 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. TAX 15. 16. 17. 18. 19. Estate (Schedule A) .......................................................................................... 1. ;s and Bonds (Schedule B) ............................................................................... 2. ~ty Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. gages 8 Notes Receivable (Schedule D) .......................................................... 4. ,Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ................ 5. ry Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. Vivos Transfers & Miscellaneous Non-Probate Property ;dule G) ~ Separate Billing Requested ............. 7. I Gross Assets (total Lines 1-7) ....................................................................... 8. feral Expenses & Administrative Costs (Schedule H) ......................................... 9. bts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. tag Deductlona (total Lines 9 8 10) ...................................................................... 11. t Value of Estate (Line 8 minus Line 11) ............................................................. 12. writable and Governmental Bequests/Sec 9113 Trusts for which election to tax has not been made (Schedule J) ................................................. 13. t Value Subkct to Tax (Line 12 minus Line 13) ................................................. 14. 23,939.83 Z3, 939.83 ~.6, 156.56 16,156.56 7,783.27 7,783.27 DINPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES nount of Line 14 taxable the spousal tax rate, or insfers under Sec. 9116 1(1.2) x .oo 7, 7 8 3. 2 7 15. nount of Line 14 taxable 0 . 0 0 16 lineal rate X .045 . nount of Line 14 taxable 0 . 0 0 17 sibling rate X .12 . nount of Line 14 taxable 0 0 0 18 collateral rate X .15 . . 1505607220 Decedent's Social Security Number 191 16 6639 ix Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505607220 Side 2 150560720 I 0.00 0.00 0.00 0.00 0.00 J I REV-1500 EX age 3 Decedent's Complete Address: Fila Number 21-10-0474 DECEDENT'S Geo NAME ge A. Morrison STREET ADD 3422 ESS Bedford Drive CITY Ca p Hill STATE PA SIP 17011 Tax Payme~tts and Credits: 1. Tax Due ( age 1 Line 19) (1) 0.00 2. Credits/Pa ents A. S ousel Poverty Credit B. P for Payments C. D count 0.00 Total Credits (A + B + C) (2) 0.00 3. InteresUP ally if applicable p. I Brest E. P natty Total Interest/Penalty (D + E) (~) 4. If Line 2 is realer than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + ine 3 is greater than Line 2, enter the difference. This is the TAX DUE. (~) 0.0 0 A. E ter the interest on the tax due. (5jq) B. E ter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~ . 0 0 Make Check Payable to: REGISTER OF WILLS, AGENT ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROIPRIATE 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 reversionary interest; or .................................................................................................................. ^ d. receive the promise for life of either payments, benefits or care? .............................................................. ^ ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death withaut receiving adequate consideration? ....................................................................................................................... ^ ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ ^ . Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benefiaary designation? ...................................................................................................................... ^ ^ IF THE ANS R TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT ~$ PART OF THE RETURN. For dates of th on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers toot for the use of the surviving spou a is three (3) percent p2 P.S. §9116 (a) (1.1) (i)]. For dates ofd th on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surWiv{ing Spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the stat~t~ry requirements for disclosure assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates ofd th on or after July 1, 2000: The tax rate im osed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or 1'0(the use of a natural parent, n adoptive parent, ar a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate im sed 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 note in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate im osed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §116 (a) (1.3)]. A sibling is defin under Section 9102, as an individual who has at least one parent in common with the decedent, whether by lood or adoption. --- ---- -- .- - SCHE~VLE F CASH, BANK DEPOSITS, 8r. MISC. PERSONAL PROPERTY onwFxni of t~ea+sr~wwu Arrca r~x ism aEa~oetr t~oeNr ESTATE O FILE NIjNIBER Morrison, George A. 21-10»0474 Indude the proceeds of Ntlgatbn and the date the proceeds were received by aye estate. All propeRy Jolnay-owned with the ApM M wrvlvomhip moat M dtulosed on uhsdule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Bureau of Unclaimed Property - By letter dated August 3, 2009 the Administratri>Ic 23.939.83 as notified by the Commonwealth of Pennsylvania that there was unclaimed property for Monroe H. Morrison, the decedent's brother. The decedent's brother Monroe H. Morrison died on May 10,1898 and was a resident of Florida. An estet$ administration occurred in Florida. The decedent was the sole beneficiary. Upan providing proof to the Department of Treasury that the decedent was the sole beneficiary, the Department of Treasury indicated it would make a payment to the decedent, not the Administratrix, since the amount exceeded;10,000. Therefore the Department of Treasury advised that an estate for the decedent needed to be opened. The decedent died on June 7, 2001 but no estate was required to be opened at that time because everything was owned jointly with he and his spou$e, the Administratrix. The sole purpose for opening the estate now was to receive ~tthe funds as indicated and referenced on this schedule. There is no tax due on the amount paid. TOTAL (Also enter on Line 5, Recapftulatlon) 23.939.83 pf more apace is needed, additlonal pages of the same size) Copyright (c) 2 2 form software ony The Lackner Group, Inc. Form PA-1 ~ 8chedule E (Rev. 6-98) -- _ __ __ __ -- _ __ __ I SCHEDULE H FUNERAL EXPENSES ~ COM I r-+OFPENNSYLVANIA RESIDA"EI TED Eo ~R" ADMINISTRATIVE COSTS ESTATE OF FILE NUMA ER MoMson, George A. 21-10-44174 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. UNERAL EXPENSES: See continuation schedule(s) attached 7,089.00 B. DMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Michael L. Bangs 5,000.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Mary Morrison Street Address 3422 Bedford Drive city Camp Hill state PA zip 17011 Relationship of Claimant to Decedent SPOUSe 4. Probate Fees 96.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 471.06 See continuation schedule(s) attached TOTAL (Also enter on Ilne 9, Recapitulation) 16,156.56 Copyright (c) 2 form software ony The Lackner Group, Ina Form PA-1540 Schedule H (Rev. 10-06) _ _ _ _ - - -_ _ _ --_ _ _ _ _ --- - _ _ _ I SCHEDtJIE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OIL (FILE NtjI111B~R MoMson, George A. 21-10+0+474 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exosnses 1 Myers Harney Funeral Home, Inc. 7.089.00 H-A Subtotal 2 Buckingham, Doolittle ii< Burroughs -Research of Estate of Monroe H. Morrison, the decedent's brother 3 Cumberland Law Journal -estate advertising 4 The Sentinel -estate advertising H-B7 Subtotal 7.089.00 251.00 75.00 145.06 471.06 Copyright (c) 2 2 form software ony The Lackner Group, Inc. Form PA-1'.`i00 Schedule H (Rev. 6-98) i i QN_121f CYa f11 1 SCHED~ILE J CO MONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE O FILE NNJMBER Morrison, George A. 21-10-i0~t74 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE" AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List Tnf s I~ TAXABLE DISTRIBUTIONS [include outright spousal di ib i f d str ons an trans ers ut under Sec. ~116(a)(1.2)] Mary Morrison Spouse 3422 Bedford Drive Camp Hill, PA 17011 Total Enter dollar amounts for distributions shown above on lines 5 throw h 18 on Rev 150 0 cover sheet, as ap r rite, III NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TO AL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHI=T 0.00 Copyright (c) 2 9 form software only The Lackner Group, Inc. Form PA-1 0 S chedule J (Rev. 11-081 :.a Treasury Department Coromonweskb of Pennsylvania Harrisburg, Pennsylvania 17120-OO1S August 03, 2009 Morrison Mary B C/O Vickie J Smith Poa 249 Cumberland Rd Camp Hill, PA 17011 Re: Claim ID 10039,6404 i Dear Claimant: We are writing to you about the following property (or properties) for which you'~have filed a claim: Properly ID: 2512616 Property Type: Iv~IINERAL & ROYALTY PROCEEDS Holder: Pennzenergy Exploration And Prod. Llc Claim Amount: $ 77.52 Owner(s) of Record: Momson Monroe H, 2807 Denry Street, Harrisburg, PA 171.11- ~erty ID: 3850035 ~erty Type: MINERAL & ROYALTY PROCEEDS ter: Devon Energy Production Company Lp m Amount: $ 2,810.56 Her(s) of Record: .Morrison Monroe H 2807 Derry Street, Harrisburg, PA 17111- ierty ID: 3948012 ~erty Type: MINERAL & ROYALTY PROCEEDS ter: Devon Energy Production Company Lp m Amount: $ 36.41 ier(s) of Record: Morrison Monroe H 2807 Derry Street, Harrisburg, PA 17111- ~erty ID: 3948013 ~erty Type: MINERAL & ROYALTY PROCEEDS ier: Devon Energy Production Company Lp m Amount: $ 104.98 Her(s) of Record: Morrison Monroe H 2807 Derry Street, Harrisburg, PA 17111- Bureau of Unclaimed Property P.O. Box 1837 Harrisburg, PA 17105'-1837 Fax (717 787-9079 Morrison Mary B August 03, 2009 ~ ~ Page 4 _; ;~'o ensure that property is returned only to its rightful owner, we carry out a thor~ugn review during which we look at various types of evidence. In the case of your claim, we need the following: • Original short certificate, obtained from the Register of Wills offic ' at the county courthouse showing that letters of administration or testamentary were granted and updated within the last two years. ', Pease send the evidence to us at the Bureau of Unclaimed Property, P.O. Box 1 ~37, Harrisburg, PA 17105-1837, along with a copy of this letter. Vice will then resu~e working on your claim. We ask for your patience during the claims process. It takes tine for us to compete the appropriate research, verification, and approvals that are so necessary to prove entitlement. Therefore, as much as we would like to return property immediately, it may take ~ as long as eight weeks, and sometimes longer. In the meantime, if you have any questions, please call our office at 1-800-222-2046 from 7:30 a.m. to 4:30 p.m. Easte*n Time; or call n~e directly at 570-963-2111 from 8:30 a.m. to 5:00 p.m.. ', if you have filed your claim on our Web site at www.patreasurv.orQ, you may lob in to check the status of your claim there. i'hank you for contacting the Pennsylvania Treasury Department. It is our pleas~ire to serve you. Sincerely, l Callaghan Shea Bureau of Unclair:;ed Property cshea@patreasury.org