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Home My WebLink About03-0953PETITION FOR PROBATE AND GRANT OF LETTERS Estate of Robert P. Morrison also known as NO. , Deceased. Social Security No. 201-16-3898 The petition of the undersigned respectfully represents that: Your petitioner(s) is/are 18 years of age or older and execut will of the above decedent, dated March 19, 2003 rix Register of WHls for the County of. Cumberland in the Commonwealth of Pennsylvania named in the last and codicil(s) dated Cgmb erland Decedent was domiciled at death in County, Pennsylvania, with h is principal residence at 35 East Gate Drive, Apt. 3, SoUth Middleton Township last family or at (list str~ numb~ nnd municl~tty. Include ~wnship or Borough) 78 November 1, 2003 Decedent, then years ofage, died Shepherd's Choice Nursing Home, Gettysburg, PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) (If not domiciled in Pa.) (If not domiciled in Pa.) Value of real estate in Pennsylvania situated as follows: All personal property Personal property in Pennsylvania Personal propertY in County ,-<"000. ' ° WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon. 81 Rupp Road Gettysburg, PA 17325 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIAI SS COUNTY OF The petitioner(s) above named swear(s) or affrrm(s) that thc statements in the foregoing petition are true and correct to thc best of thc knowledge and belief of petitioner(s) and that as personal, representative(s) of thc above decedent petitioner(s) will well and truly administer th~.e~sta~ accprding to ~,aw. . ~/ // // scribed before me this l?th day of November 2003 . - ' ' /-For ffRegi~ter' Donna M. Otto,lst Deputy ~ 0 0 o ~h Z DECREE OR PROBATE AND GRANT OF LETTERS AND NOW, November 17th,, 2003 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED ~hat the ins~t4ument(s), dated March 19, 2003 described therein be admitted to probate and filed of record as thej last w.!J~l of" '~ii). Robert P. Morrison and Letters Testamentary are hereby granted to Gladys B. Martin Donna M. Otto,lS~;u~i~te; of Wills! ~/[-.~,~ Mailed Letters to Attorney Gary E. Hat.non on 11/17/2003 his is to certit~ that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9750066 No. Local Registrar NOV3 2003 Date H~O$.;,UR~,. Z~a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,. t~o]:~rt P. Morrison Js.x i~,.t~cuu,~.uuee. 78 *../ : I ' 18/11/1925 ~~. I~'~ ___ ~ ~C, DE~ I'. Str~ ~. J~hepherd s ~oice of ~ttvsbur, [-.. ~o,~.~~"' [ - ' ' ' ...... 5su~?~u~ I ~.o~.us,.~s~.~s..v ' f~so~c~..~v~.,. .......... ~2 = J'- ' ' ],o ~ite ,,~ S~te T~ I PA q~=~ D~ ~ [ ~ ~ I ~""~'~'~ I ~ ~.~ ' ~"~'~' · c,u~ ,~..~,.. Pa 35 ~st Gate Dr. , Apt. 305 ,~m~ ~ ,,..~ ~.~-~ So~th Middle~n ,~rlisle, PA 17013 ~, ~rl~d ~, ~.~ ,,. Jo~ H. ~rri~n ~'s.~¢._n~ ,,. Sara - Hench ~. ~/ ~u~ ~d; ~ttysburg, PA 17325 ~ ~ ~,,~.11/4/2003 ],~st Harrisburg ~Cr~ ~,,. Harris~rg, PA ~ . ,~~.,. , z ~~ h~. ~u U[Zb33 L ]~,~g Brothers ~eral H~ ' ~"'--"~"~ ]~'~'~"~'~"'~'~"" ..... ~ .... ~ * ' 't~E,S~.-.,-~- , ~rllsle, PA 17013 // I~ ~ ~,~. ~l I ~ . ~ ~ m ~ ,~,),~ m,,~ , ,~,,~ ............................... ~. ................... ~ ........................................ ") ........................................ D .... ~eeYJ~ 21-2003-953 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 WILL OF ROBERT P. MORRISON I, Robert P. Morrison, of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. I direct that all my just debts, funeral expenses, gmvemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. I direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3. I direct that my entire estate be distributed as follows: I leave everything to Gladys B. Martin. If Gladys B. Martin shall predecease me, I then leave everything to my son John H. Morrison. I acknowledge that I have two other children, Debra Morrison and Gary Morrison and choose not to leave them anything in my Will. I appoint Gladys B. Martin as Executrix of this my last Will. If she should predecease me, or fail to act in such capacity, I then appoint Joshua Martin as alternate. If Joshua Martin should predecease or cease to act in such capacity, I then appoint Jason Constible as alternate. The Executrix of this Will shall have the power to distribute my estate in kind or in cash, or partly in either. I direct that no Executrix acting under this Will shall be required to enter bond in any jurisdiction. WITNE,~, HER F, I have hereunto set my hand this ,! ~'/ day l;~bert P. 'rvlorrisoD,/ LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 The preceding instrument consisting of this and one other page was on the day and date hereof signed, published and declared by Robert P. Morrison, as and for his last Will in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. WITNESS //. '~)TNESS / LAW OFFICES OF STEPHEN j. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ACKNOWLEDGMENT State of Pennsylvania County of Cumberland SS I, Robert P. Morrison the 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; that I signed it willingly and as my free and voluntary act for the purposes, therein expressed. 1~3~"~ P. IVT~rrison Sworn to or affirmed and acknowledged before me bm Robert P. Morrison, the testator, this //~' day of ?.~"'.~ .~,~~ , 2003. .,.~,~...~,.~ ~ ~' ~ ~ ~ Nota~ 'Public/ARorn AFFIDAVIT State of Pennsylvania ss County of Cumberland witnesses w~ose names are sig.~d to the a~ached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his last Will, that the testator signed willingly and executed it as his free and volunta~ act for the pu~oses therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Will as a witness; 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 ~due influe~e. Sworn to or affir~d and sub~ibe~o before me by witnesses, this To the Register of Wills of Cumberland County, Pennsylvania CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Robert P. Morrison Date of Death: 11/1/2003 Will No. Admin. No. 21-03-0953 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 1/5/2004 : Name Address Gladys B. Martin 81 Rupp Road Gettysburq PA 17325 John H. Morrison 39581 Potomac Avenue Compton MD 20627 Debra Morrison 5188 Spruce Drive Fayetteville PA 17222 Gary Morrison 510 C Autumn Crest Circle Colorado Sprinqs CO 80919 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: 1/5/2004 Capacity: Gary E. Hartman Name: Hartman & YCnnetti Address: 126 Baltimore Street Gettvsburq PA 17325 Telephone(717) - 3343105 X Personal Representative Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003525 HARTMAN GARY E ESQUIRE 126 BALTIMORE STREET GETTYSBURG, PA 17325 ........ fold ESTATE INFORMATION: SSN: 201-16-3898 FILE NUMBER: 2103-0953 DECEDENT NAME: MORRISON ROBERT P DATE OF PAYMENT: 02/04/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 11/01/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $7,000.00 TOTAL AMOUNT PAID: $7,000.00 REMARKS: SEAL CHECK# 8 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Farner-Strasbau~lh, Glenda From: Farner-Strasbaugh, Glenda Sent: Wednesday, February 11, 2004 10:36 AM To: 'Murphy, John C. (REV)' Cc: 'imh@hartman-yannetti.com' Subject: RE: email address Mr. Murphy, In the estate of Robert P Morrison, file number 2103-0953, please be advised; This office received the payment on February 2, 2004. The receipt was not prepared until 2/4/04. Therefore the postmark date should reflect the February 2, 2004 date. Please advise if you need any further documentation in this matter. Thanking you for your assistance in this and all matters. Glenda Farner Strasbaugh Register of Wills Cumberland County 1 Courthouse Square Carlisle, PA 17013-3387 717/240-6347 Fax 717/240-7797 ..... Original Message ..... From: Murphy, John C. (REV) Sent: Wednesday, February 11, 2004 10:11 AM To: Farner-Strasbaugh, Glenda Subject: email address See you in March [mailto:jmurphy@state.pa.us] S moor 200_3 January 2004 -- M T W T F ~_ _S M T W T F ~ I 2 3 2 3 4 5 6 7 8 4 5 6 7 8 9 10 9 10 11 12 13 14 15 11 12 13 14 15 16 17 16 17 18 19 20 21 22 18 19 20 21 22 23 24 3023 24 25 26 27 28 29 25 26 27 28 29 30 31 337 Wednesday, December 3 028 FEB-09-2004 MON 01:45 PM P, 01 126 Baittmom $1reet Gettysburg, PA 17325 Phone: 717-334-3105 Fax: 717.334.-5866 e-mail' imh{~hartman.yannettt.eom Fax To: Glen(la Famer-Stmsbaugh Cumberland County Register of Wills From-' Irene M. Hartrnan ~U~ Fax= 717-240-7797 Pa~e~: 3 Phone~ ~ate: February 9, 2004 Re: Morrison estate CC-' Following as requestb~l are the shipping re~ipt and the tracking information for the mailing of the estimated tax for the Robert Mordson Estate. UPS Intern¢tShippi~g: Shipment Receipt Shipment Receipt (Keep this for your records.) Transaction Date 30 3an 2004 Address Znformation Ship TO: Cumberland County Register of Wills Donna Otto Cumberland County COurthOuse 1 CoUrthOv~e Square CARLISLE PA 170Z3-3330 Shipment ~nformatlon Shippe~ Hat:man & Yannetti [rent Harman 717-334-3105 125 6altlmore Street Gk-ITYSBLIRG PA 17325 Ship Fram: Her:man & Yannettl Alex 7:L7-334-310S 126 BalUmore Street Gettysburg PA 1.7325 Service: *Guaranteed By: UPS Next Day Air 10:30 A.M., Hon. 2 Feb. 2004 8hipping: PaCkage ZnformaUon *'13.32 Package 1 of X TracKing Numl~er: 1ZF1396501ggs48gg7 Package Type: UPS Letter Ac:ual Wel§h:: LetTer Billable Weight: Letter Billing Xnformatlon Payment Method: Total: Bill Sender: F13965 All currencies In USO ~13.32 Hole: The displayed rate Is l~r reference purposes and does not Irlclucle applicable taxes. * For delivery and guarantee Information, see the UPS service Guide, To speak to a customer service representative, call 1.-80Q-PICK-UPS for domestic services and 1-800-782-7892 For I~temational services. ** Rate Includes a fuel surcharge. Responsibility for LeSs or Damage Unless a greater value Is receded In the declared value field as appropriate for the UP5 shipping sys'cem used/the shipper agrees that the released value of eacfl package covered by this receipt Is no greater tha~ $100, which Is a reasonable value under the Circumstances surrounding the transportation. UPS does not accept for transportation and sfllpper's requesUng service through the Z~temet are prehlblted from shipping potages with a value of more than $50,000. The maximum liability per package assumed by UPS Shall ~0t exceed $100, regardless of the PurChase of insurance for pro:action In excess of $100. The maximum liability per peerage assumed by the applicable insurance company shall not exceed $$0,000 (less $100). Claims not nqede within nine months after delivery of the package (six months for international shipments), or in the case of failure to ~alce delivery, nine months after a reasonable time for Oellvery I~as elapsed (slx months for Interoatlonal shipments), shelf be deemed waived. The entry of a C.O.D. amount Is not a declaration Of value for Insurance purposes. All checks or ~ther negotiable Instruments tenderea in payment of C.O.O,'s will be accepted by UP5 at shipper's risk. UPS 5~all not be liable l'or say special, Incidental, or consequential damages. All shipments are sub:lac: to the terms and conditions contained In the UPS Tadff and the UPS Terms and Conaltlons or Service, which can be found at www.ups.com. P, 02 Page 1 of l https://www,ups.com/ups.app/create?ActionOriginPair=print PrintcrPage&POPUP._LEVEL= I &Printe,,, 1/30/2004 F£B-0B-2004 MON 01:45 U~S Package Tra¢ldug ' PM Pm O3 Page 1 of 1 bout UPS I Contact UPS I Welcome Cenier ,.: Your Your labels. Your Shipping Sekd~n. Ill-Track by Tracking Number ._ View Tracking Summary To see a ~lel~lled report for each package, please select the "De:all" link. Tracking Numbe'r' I Status I Demiver~XnforrnaUon {,. IZ Fl3 965 01 gg54 899 7 I Delivered i Oeliver~ on: Feb 2, 2004 9:54 A.M. · ~-~ ~L~ De{lvered to: CARI.ZSLE, PA, US Signed Uy: WEAVER Service Type; NEXT DAY A/R Fracklng results provlclecl by UPS: Feb 3, 2004 10:22 A.M. East, em 'nme (USA) NOTJ[CEI UPS authorlzea you to use UPS tracking sys:ems solely to tracR Shipments tendered by or for you to uPS for clellvery and for fie oUler purpose. Any ot~er use or UPS tracking syatems and Information Is strictly prohibited. iCopyrlqht t~,_Lg$4-2004 United Parcel Service of Am_e.n.'.cA., Inc. A!L.rjg_~s reserved. ..J http://v~vwapps~ups~c~m/WebTr~cking/pr~ccssInputICequcst?HTM:LV~rsi~n=$~&s~rt-by=s~catus&te~m-~.~ 2/3/2004 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003555 HARTMAN GARY E ESQUIRE 126 BALTIMORE STREET GETTYSBURG, PA 17325 ........ fold ESTATE INFORMATION: SSN: 201-16-3898 FILE NUMBER: 21 03-0953 DECEDENT NAME: MORRISON ROBERT P DATE OF PAYMENT: 02/12/2004 POSTMARK DATE: 02/11/2004 COUNTY: CUMBERLAND DATE OF DEATH: 11/01/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $246.78 REMARKS: TOTAL AMOUNT PAID: $246.78 SEAL CHECK#0652 INITIALS' JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX + (~-00) , ~ ~~:OMMbNWEALTH OF ~ PENNSYLVANIA ,~.~~ DEPARTMENT OF REVENUE ~'~~,~t~'~ DEPT. 280601 ~ HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN OFRCIAL USE ONLY FILE NUMBER 2 1 -0 3 COUNTY COOE YEAR RESIDENT DECEDENT 0 9 5 3 NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAE SOCIAL SECURITY NUMBER z Morrison, Robed P, ILl 2 0 1 -1 6-3 8 9 8 t'~ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE (.) 11/01/2003 08/11/1925 REGISTER OF WILLS LM (IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL) t-I SOCIAL SECURITY NUMBER [~] 2. Supplemental Retum F14a, Future Interest Compromise (date ofdeath altar 12-12-82) r'-~ 7, Decedent Maintained a Living Trust (Attach copy of'last) [--'~ 10. Spousal Poverty Credit (data of deah t~tween 12-31-gl a~d 1.1.g5) r~'l 1. Odginal Retum E~4. Limited Estate [~-16. Decedent Died Testate (^Uach copy orwill) r'-] 9. Litigation Proceeds Received ['-]3. Remainder Retum (data of dealt p~or 1o 12-13-82) '--15. Federal Estate Tax Return Required __ 8, Total Number of Safe Deposit Boxes [~ 11, Election to tax under Sec. 9113(A) (^~h Sch O) .THIS SECTI.ONM 13ST'. BE~.OM P~Et= i t:u~?-AEIZ~ ~RRES E~NDEN ~E~AND~:~ON F, iD ENTi~ ~ilNFOR~A~i~k NAME I COMPLETE ~ILINGADDRESS Ga~ E. Hartman 126 Baltimore Street FIRM NAME (If~plicable) Hadman & Yanneffi TELEPHONE NUMBER ~. ~.. 717-334-3105 Get~sburg ~ ~ '~ ' ~ :.'~: ;PA 17325 1. Real Es~te (Schedule A) (~) ti:, 0.00. ~lCi~ USE ONLY .... , ~ ? , 2. St~ and Bonds (Schedule B) (2) 3. Closely Held Co~o~[on, Pa~emhip or 8ole-PropHetomhip (3) ~:,.:,: 4. Mo~gages & Not~ Revivable (Schedule D) (4) , ~ 6~:: ~.:,:;. 5. Ca~h, a,,k Depo~i~ & Mis~,an~ous P~=ona~ Pmpe~ (5) 2~5.63 (Schedule E) -' 6. Join~y Owned Prope~ (Schedule F) (6) ~ Separate Billing R~u~ted 7. Inter-Vivos Tmnsfem & Mis~llaneous Non-Probate Pmpe~ (7) 28~9~.G (8~ule G or L) ~, Toal Gross Assets (1o~1 Lines 1-7) (8) 56~072.24 9. Fune~l Expenses & Adminis~ave Oosb (8~edule H) (9) 4~474.18 10, Deb~ of De.dent, Mo~gage Liabiliaes, & Liens (8~edule I) (10) 830.0~ 11. Total Deductions (to~l Lin~ 9 & 10) (11) 5,304.24 12. Net Value of Estate (Line 8 minus Line 11) (12) 50~7~8.00 13, ChaSUble and Govem mental Beques~8~ 9113 Tmsb for which an ele~on to ~x has not been (13) made (Schedule J) 14. Net Value Subject to T~ (Line 12 minus Line 13) (14) 50~788.00 SEE INSTRUCTIONS ON REVERSE 81DE FOR APPLICABLE ~TE8 15, Amount of Line 14 ~xable at ~e spousal ~x ~ta, ort~nsfe~ underSec. 9116 (a)(1.2) X ~ (15) 16. Amount of Line 14 ~able at lineal rote X "(1 17. Amount of Line 14 ~xab e at sibling ~ta X .12 (17) 18. Amount of Line 14 ~xable at~llate~l ~te 50~7~8.00 X .15 (18) 7,~15.20 19. Tax Due (~9),__, 7~615 20 Deced~nt's Complete Address: STREET ADDRESS 35 East Gate Drive, Apt. 305 CITY Carlisle I STATE PA [ z,P 17013 Tax Payments and Credits: 1. Tax Due(Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 7,000.00 C. Discount 368.42 Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A 4- B 4- C ) (2) Total Interest/Penalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 7,615.20 7~368.42 (3) (4) 0.00 (5) 246.78 (5A) (5B) 246.78 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QuEsTIONs By PLACING AN "X. iNTHE 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 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 without receiving adequate consideration? ............................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a 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. Under penalties of perjury, I declare that I have examined this return including accompanying schedules arid statements and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the pemona representative is based on all infonT~ation of wh ch preparer has any knowledge. SIGNA~ott~E OF..IPERSON RESPONSJ~I_E FOR FILING RETURN 81/Rfupp Road ' DATE Gettysburg S~OF P~R/~~PRESENTATIVE ADDRESS/ 12~ Balt~imore Street Gettysburg PA 17325 DATE PA 17325 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 decedenrs 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. REV-1508 EX + (¢97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPEOPERTY ESTATE OF FILE NUMBER Morrison. Robert P. 21 03 0923 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. Waypoint Bank Checking Account 100499177 10.05 M & T Bank CD 31003908160911 M & T Bank Checking Account 9832878004 2001 Ford Refund from Blue Shield 2,021.86 13,168.22 11,500.00 405.50 TOTAL (Also enter on line 5, Recapitulation) $ 277105.63 (If more space is needed, insert additional sheets of the same size) REV-t510 EX + (1~97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Morrison, Robert P. 21 03 0953 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 "es. DESCRIPTION OF PROPERTY % OF ITEM INCLUDETHE NAME OFTHETRANSFEREE, THEIR RELATIONSHIPTO DECEDENTANDTHE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER AT~'ACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAPPUCABLE] 1. M & T Bank IRA 35004201823934 26,366.61100. 26,366.61 2. Series EE Savings Bonds 2,600.00 100. 2,600.0C POD to Gladys B. Martin TOTAL (Also enter on line 7, Recapitulation) $ 28~966.61 (If more space is needed, insert additional sheets of the same size) REV-1511EX + (1-g7) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Morrison. Robert P. 21 03 0959 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 1. 2. 3. FUNERAL EXPENSES: Ewing Brothers Funeral Home Cumberland Valley Memorial Gardens Reimbursement to Gladys B. Martin for luncheon after funeral ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: AttomeyFees Hartman & Yannetti Family Exemption: (If decedent's address is not the same as claimants, attach explanation Claimant Zip Street Address C~ty Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Accountant's Fees Tax Return Preparer's Fees Cumberland County Law Journal The Sentinel Larry J. Peters, Appraiser State Zip 1,989.00 1,094.00 129.91 950.00 116.00 75.00 95.27 25.00 TOTAL (Also enter on line 9, Recapitulation) i $ 4~474.18 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES~ & LIENS ESTATE OF FILE NUMBER Morrison, Robert P. 21 03 0953 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Cumberland Goodwill Fire Company (Ambulance) 405.50 Cumberland Goodwill Fire Company (Ambulance) Sprint Masland Associates 409.97 2.59 12.00 TOTAL (Also enter on line 10, Recapitulation) $ 830.06 (If more space is needed, insert additional sheets of the same size) REV-1513 EY, + (9-nn~ · ' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Morrison NUMBER Robert P. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Gladys B. Martin 81 Rupp Road, Gettysburg, PA 17325 FILE NUMBER 21 Q3 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Friend 0953 AMOUNT ORSHARE OF ESTATE Residual 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 Il' - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) LAW OFFICES OF ~TEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 WILL OF ROBERT P. MORRISON I, Robert P. Morrison, of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. I direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. I direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3. I direct that my entire estate be distributed as follows: I leave everything to Gladys B. Martin. If Gladys B. Martin shall predecease me, I then leave everything to my son John H. Morrison. Bo I acknowledge that I have two other children, Debra Morrison and Gary Morrison and choose not to leave them anything in my Will. I appoint Gladys B. Martin as Executrix of this my last Will. If she should predecease me, or fail to act in such capacity, I then appoint Joshua Martin as alternate. If Joshua Martin should predecease or cease to act in such capacity, I then appoint Jason Constible as altemate. The Executrix of this Will shall have the power to distribute my estate in kind or in cash, or partly in either. I direct that no Executrix acting under this Will shall be required to enter bond in any jurisdiction. IN WlTNE...~.~/HERF_~F' I have hereunto set my hand this / ,~ day of /'" obert P. Morriso~ The preceding instrument consisting of this and one other page was on the day and date hereof signed, published and declared by Robert P. Morrison, as and for his last Will in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesseS hereto. WITNESS -- " ,,~. '~)TNESS '/ LAW OFFICES OF ~TEPHI~.N.I. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 LAW OFFICES OF 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ACKNOWLEDGMENT State of Pennsylvania County of CUmberland SS l, Robert P. Morrison the 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; that I signed it willingly and as my free and voluntary act for the purposes therein expressed.' I~O~rt P. IVT(~rrison Sworn to or affirmed and acknowledged before me by, Robert 2Mz~son, the testator, this / ~' day of /~.~ ,P' uuo. /.. ' .....~ ~~ c~~ p, ~ ~o[a~-'~UDllC/~orne~ - AFFIDAVIT State of Pennsylvania ss County of Cumberland We,~.~,_~..~/~nd ~1~'~ ~.~', ]~he witnesses ~hose na~es are~ig~d to the aEache~ °r {oregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his last Will, that the testator signed willingly and executed it as his free and volunta~ act for the pu~oses therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Will as a witness; and that to the best of our knowledge~he testator was at that time 18 or more Yearn of age, of sound mind and under no constraint or undue influe~e. Sworn to or a~d and sub~ibe~o before me by witnesses, this. /? day of //~.~~/_, 2~03. To the Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Morrison, Robert P. also known as , Deceased Gladys B. Martin, Executrix No. 21 03 0953 Date of Death11/1/2003 Social Security No. 201163898 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and 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 that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/VVe verify that the statements made in this inventory are true and correct, lANe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Gary E. Hartman 09822 I.D. No.: Address: 126 Baltimore Street Gettysburg PA 17325 Personal Representative: (' ~ad'ys B. M/~'artin Dated Telephone: 717-334-3105 See Attachment Page(s) (Attach Additional Sheets if necessary) Description Total Value 56,072.24 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Continuation of Inventory Morrison, Robed P. Description of Inventory Page 1 21 03 0953 Description Waypoint Bank Checking Account 100499177 M & T Bank CD 31003908160911 M & T Bank Checking Account 9832878004 M & T BanklRA 35004201823934 Series EE Savings Bonds 2001 Ford Refund from Blue Shield Value 10.05 2,021.86 13,168.22 26,366.61 2,600.00 11,500.00 405.50 Subtotal $ 56,072.24 Grand Total $ 56,072.24 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28060] HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX GARY E HARTNAN HARTMAN & YANNETTI 126 BALTIMORE ST GETTYSBURG PA 17525 DATE 06-28-2004 ESTATE OF MORRISON DATE OF DEATH 11-01-2005 FILE NUMBER 21 05-0955 COUNTY CUMBERLAND ACM 101 Amount Remitted ROBERT P MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX RFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORRISON ROBERT P FILE NO. 21 05-0955 ACN 101 DATE 06-28-2004 TAX RETURN NAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 5. Closely Held Stock/Partnership Interest (Schedule C) C$) q. Mortgages/Notes Receivable CSchedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6. Jointly Owned Property CSchedule F) 7. Transfers CSchedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) lO. Debts/Mortgage Liabilities/Liens CSchedule l) ClO) 11. Total Deductions 12. Net Value of Tax Return 27riOS.&5 .00 · 00 NOTE: To insure proper .00 credit to your account, .00 submit the upper portion · 00 of this form with your tax payment. 28rg&6.61 ce) 56,072.24 4,474.18 15. 1~,. NOTE: 850.06 (I2) 50,768.00 reflect figures that include the total of ALL returns assessed to date. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) C15) .00 Net Value of Estate Subject to Tax Clq) 50,768.00 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will ASSESSMENT OF TAX: 15. Amount of L/ne 14 at Spousal rate (15) 16. Amount of L/ne lq taxable at Lineal/Class A rate (16) 17. Amount of L/ne lq at Sibling rate C17) 18. Amount of L/ne 14 taxable at Collateral/Class B rate C18), 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) 02-01-2004 CD005525 02-11-2004 CD005555 x · 00 x · O0 x 12~ so,7 8.oo x AMOUNT PAID 7,000.00 246.78 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 7,615.20 7,615.20 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 7,&15.20.00.00.00 J 568.42 .00 C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~-~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION= PURPOSE OF NOTICE= PAYNENT= REFUND OBJECTIONS= ADHIN- ISTRATIVE CORRECTIONS= DISCOUNT= PENALTY= INTEREST= Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enSoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (co/lateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Hake check or money order payable to= RE(~XS~ OF NXLLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Wills, any of the 25 Revenue D/strict Offices, or by calling the special 24-hour answering service for forms ordering= 1-800-$&2-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-5020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must obSect within sixty (60) days of receipt of this Notice by= --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue, Bureau of Individual Taxes, ATTN= Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the decedent°s death, a five percent (5~) discount of the tax paid is allo~ed. The 15~ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before Januar~ 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before Januar~ 1, 1982 bear interest at the rate of six (6~) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after Januar~ 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are= Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor ~'~-8-1991 11~ .000501 ~'~ 20~ .000548 1983 16~ .000458 1992 9~ .000247 1984 11~ .000501 1995-1994 7~ .000192 1985 15~ .000556 1995-1998 9~ .000247 1986 10~ .000274 1999 7~ .000192 1987 10~ .000274 2000 7~ .000192 --Interest is calculated as follows= Daily Year Rate Factor ~'~ 9Y. o 000247 2002 6Y. .000164 2005 5Y. .000157 2004 4Y. . O001IO TNTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT X DAXLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sho~n on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES INHERTTANCE TAX nTVTSZON DEPT. Z80601 HARRISBURG,, PA 171Z8-0601 CONHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT RE¥-I&O? EX AFP DATE 06-28-200q ESTATE OF MORRISON DATE OF DEATH 11-01-2005 FILE NUMBER 21 05-0953 - COUN~'Y CUMBERLAND ACN 101 I Amount Remitted ROBERT HAKE CHECK PAYABLE AND REMIT PAYMENT TO-' GARY E HARTMAN HARTMAN & YANNETTI 126 BALTIMORE ST GETTYSBURG PA 17325 REGISTER OF NTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17013 NOTE: To insure proper credit to your account, submi~ ~he upper por~cion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) #~ INHERITANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF MORRISON ROBERT P FILE NO. 21 03-0953 ACM 101 DATE 06-28-200q THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM IN THE NAMED ESTATE. SHO#N BELON TS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-28-200q PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 7,615.20 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID OZ-OI-ZO0~ OZ-1X-ZOOq CD003525 CD003555 368.~Z .00 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), 7,000.00 2q6.78 TOTAL TAX CREDIT 7,615.20 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTTONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check er money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIOENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of Hills, any of the Z5 Revenue District Offices or from the Department's Z~-hour answering service for forms ordering: 1-800-56Z-ZOSO~ services for taxpayers with special hearing and / or speaking needs: 1-800-~¢7-~0Z0 (TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. Z80601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The ISZ tax amnesty non-participation penalty is computed on the totat of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency) or nine (9) months and one (1) day from the date of death, ta the date of payment. Taxes which became detinquent before January 1, 19BI bear interest at the rate of six (SI) percent per annum caIcuIated at a daily rate of .OO016q. AIl taxes which became deIinquent on and attar January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO~ are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z .0005fi8 1988-1991 llZ .000501 ZOO1 9Z .OOOZqT" 1983 16Z .000q38 X99Z 9Z .O00Z~7 ZOOZ 6Z .00016~ 198q 112 .000501 1995-199fi 72 .O0019Z 2003 5Z .000137 1985 132 .000556 1995-1998 92 .OOOZq7 200q qZ .000110 1986 IOZ .O00Z7q 1999 7X .00019Z 1987 9Z .O00Zq7 ZOO0 8Z .000Z19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after tho tax becomes delinquent will reflect an interest calculation to fifteen (15] days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must he calculated. Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 MARTIN GLADYS B 81 RUPP ROAD GETTYSBURG I PA 17325 RE: Estate of MORRISON ROBERT P File Number: 2003-00953 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/01/2005 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI ~~ V ~~J~~ /1 GLENDA FA~~ER STR~SBAUGH REGISTER OF WILLS cc: File Counsel Judge - L_ ~- Cumberland County - Register Of Wills One Courthouse Square Carlisler PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 HARTMAN GARY E ESQUIRE 126 BALTIMORE STREET GETTYSBURGr PA 17325 RE: Estate of MORRISON ROBERT P File Number: 2003-00953 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESr NO. 103 SUPREME COURT RULES DOCKET NO. lr for decedents dying on or after July lr 1992r the personal representative or his counselr within two (2) years of the decedent's deathr shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/01/2005 Your prompt attention to this matter will be appreciated. Thank You. SincerelYr /#~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge .\- if II/~i Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Robert P. Morrison Date of Death: 11/01/2003 Estate No.: 21 03-0953 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes 15([ No 0 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 0 No M 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 0 No ~ Personal representative is also sole beneficiary c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. D.te:~ <9~L Signa Gary E. Hartman Name 126 Baltimore Street, Gettysburg, PA 17325 Address 0" 717-334-3105 Telephone No. Capacity: o Personal Representative ~ Counsel for personal representative t......-:J. =-', c::::) ('--1 vb