HomeMy WebLinkAbout03-0702Estate of
PETITION FOR PROBATE & GRANT OF LETTERS
FLOYD WILLIAM MORRIS
No. 21-03-
also known as To: Register of Wills for tho
, deceased· County of Cumberland
Social Security No. 186-24-8439 Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is 18 years of age or older and the Executrix named in the Last Will of the above
decedent dated May 2, 1994 , and codicils dated none The Executor named none
died . Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 511 B South West Street, Carlisle Borough
Decedent, then 72 years of age, died
Center, Carlisle, PA
July 28,2003, at
Carlisle Regional Medical
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 k. illing and was never adjudicated
incompetent:
D~cedent at death owned property with estimated values as follows:
Ut ~,;ficiled in ~A) All personal property
(If no! domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in Co~, ~
Value of real estate in Pennsy!v~.,.-:~ .:?:tug, ted as follows:
$22,000.00
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) pre~',ented
herewith and the.grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s):
202 "H" Street
Carlisle, PA 17013
717-249-2353
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS
The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent= petitioner(s) will well and truly administer the estate according to law.
Sworn to ut affirmed and subscribed
before me this ~,~'~,z day of
Auqust , 2003.
No. 21-03-
Estate of FLOYD WILLIAM MORRIS , deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, AuRust ~'~ ,2003, in consideration of the Petition on the reverse
side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
May 2, 1994 described therein be admitted to probate and filed of record as the
Last Will of Floyd William Morris ; and Letters Testamentary are hereby
granted to Nancy Bowers
FEES
Probate, Letters, Etc ........ $ 60.00
Short Certificates(-2- ) .... $ 6.00
Renunciation(s) ........... $.
JCP .................... $. 10.00
Other .... $.
TOTAL: .... $. 76.00
Filed. ~.-~. ~.-.4~,.~ ................
IRWIN McKNIGHT & HUGHES
Marcus A. McKni,qt~t Iil (25476)
ATTORNEY (Sup. Ct.. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat , sign the same and that signed as a witness at the
request of testat in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19
Register
(Name)
(Address)
(Name)
(Address)
REGIST~ OF WILLS OF cu~.gc,um COUNTY
"~ O~IiTH OF NON-SUBSCRIBING WITNESS
Nancy Bowers and Marcus A. McKnight III
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of Floyd W. Morris
~ ,
testat rix of OMt~rxt~lZxtqa~x~l~hlr~X~Rlll~l~xxt~) the will presented herewith and
that each believes the signature on the will is in the handwriting of
Floyd William Morris
to the best of their knowledge and belief.
Sworn to or affirmed and subscribed before
me this o~,~ day of (Name)
August 'x~ z~ ~ 2003 202 "H" St., Carlisle,
PA 17013
St., Carlisle, PA 17013
(Address)
LAST WILL AND TESTAMENT
OF
FLOYD WILLIAM MORRIS, legal resident of the Borough of Carlisle,
Pennsylvan{fi.
I, Floyd W. Morris, of sound mind and body, give, devise, and
bequeath, absolutely all my property, real and personal, owned
by me at the time of my death, or due me after my death, to
the following as indicated herein:
Vivian Tackett, Newville, Pennsylvania and/or
Nancy Bowers, Boilinq. Springs, Pennsylvania
I hereby direct that m~sidence (if owned by me), as well
as all furniture, appliances, personal belongings and property
therein and owned by ~nall be divided appropriately and
equally as assets,as indicated above, if not previously disposed
of by other means or legal instruments;
I direct and appoint Nancy Bow,~?'~ sister) to be the executor/executrix
of this my Will. In the event of the demise of my appointed
executor/executrix or his/her incapacity I direct that Lotus
Morris, of Carlisle,, Pennsylvania, shall execute this Will:
I direct that such executor/executrix shall serve without bond
or security:
I give said executor/executrix the fullest powers and authority
in all matters and questions, including (without limitations)
complete power and authority to sell at public or private sale,
for cash or credit, with or without security, mortage lease
and dispose of all property, real or personal, at such times
and upon such terms and conditions as said executor/executrix
may determine, all without Court order:
I hereby revoke all prior Wills and Codiciles:
I hereby direct said executor/executrix to administer my
Power of Attorney, , Living Will, and/or Trusts (if any).
IN WITNESS, I sign, seal, publish and declare this my Last
Will and Testament, in the presence of the persons witnessing
it at my request, this 2nd day of May 1994, at Carlisle,
Cumberland County, Pennsylvania.
Flo~d William Morris
133 S. Hanover Street - S
Carlisle, Pennsylvania 17013
The foregoing was at said date and place subscribed, sealed,
published and declared by said testator as his Last Will and
Testament in our presence, and in the presence of each other,
we subscribe our names as witnesses (the final sentence of
the Will beginning with the words "IN WITNESS" having been
read aloud to us by the testator immediately after he signed
the Will, and his attestation clause having been read aloud
in his presence and our presence), all of us, including the
testator, being to~ether throughout the execution and
attestation ofdthe
residing at
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
FLOYD W. MORRIS
July 28, 2003
21-03-0702
To the Register:
I certify that notice of the beneficial interest 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 September 18, 2003 .
Sallie
Nancy Bowers
Address
202 "H" Street, Carlisle, PA 17013
Tackett who died July 16, 2003 .
Date: 09/i 8/03
Signature /
IRWIN, McKNIGHT & HUGHES
Vivian M.
Name Marcus A. McKnight III, Esquire
Address 60 West Pomfret Street
Carlisle~ PA 17013
Telephone (717) 249-2353
Capacity:
X
__ Personal Representative
Counsel for Personal Representative
REV- 1500 EX + f6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 171Z8-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21-03-0702
COUNTY CODE YEAR NUMBER
CAPB
HpRL
EpIO
CRAC
KOTK
ES
Co.
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Morris Floyd W.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
07/28/2003 05/02/1931
(IF APPLICABLE) SURV V NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
186-24- 8439
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF Wll I $
SOCIAL SECURITY NUMBER
1. Original Return U 2. Supplemental Return
4. Limited Estate ~] 48. Future Interest Compromise (date of death after 12-1Z-8Z)
5. Decedent Died Testate 7. Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
~-] 9. Litigation Proceeds Received [--"-110. Spousal Poverty Credit
/date of death between lZ-31-91 and 1-1-95)
(d.ate of death
3. Remainder Return pmor to 1Z- 13-8Z)
5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
~ 11. Election to tax under Sec. 9113(A)
(Attach Sch O)
NAME
Marcus A. McKni~ht Esq.
FI R M NAM E (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717/249-2353
COMPLETE MAILING ADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
T
A
X
R
E
C
A
P
I
T
U
L
A
T
I
O
N
C
O
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T
0
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
r~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous 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.
14.
None
None
None
None
21,461.04
None
None
6,712.27
1,275.33
OFFICIAL USE ONLY
(8) 21,461.04
(11) 7,987.60
(12) 13,473.44
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13) (14)
13,473.44
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 Line 14 taxable at collateral rate
19. Tax Due
0.00 x .0 0 (15)
0.00 x .0 45 (16)
13,473.44 x .12 (17)
0.00 X .15 (18)
(19)
0.00
0.00
1,616.81
0.00
1,616.81
Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
511 B South West Street
CITY
Carlisle
ISTATE
?^
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
80.84
(1)
Total Credits ( A + B + C ) (2)
1,616.81
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 recluest a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No '
a. retain the use or income of the property transferred; ......................... L--I ~ ·
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? ................................ I--I I-~
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? ................................ [] i--~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
80.84
0.00
0.00
1,535.97
0.00
1,535.97
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Nancy Bowers DATE
. ~ ~ 202 H Street
'7'/~F~/ ,~/~..~.~ ---{~l-f~i~-;-~---iY6i5 ........................... O~.~q ~
SIGNATURE OE PREPARER ~HER ThAN REPRESENTATIVE IRWIN & Mc~IG~ DATE
_~~~, ~4~ 60 West Pomfret Street
For dates of death ~ or a~er ~ 1, 1 B94 and before aanua~ 1, 19B5, the lax rate imposed on the net value of transfers to or for the
surviving spouse is ~~~118 (a) (1.1) (i)].
For dates o{ death on o~ a~er January 1, 1995, ~he ~ax rate imposed on the ne~ value of transfers to or for the use of the su[viving spouse is 0%
[7~ P.S. B11~ (a) (1.1) (ii)]. The statute does not e~empt a transfer to a surviving spouse from tax, and the statuto~ requirements for disclosure of
and filing a tax return are still applicable even if the survivin~ spouse is the only beneficial.
Fo[ dates of death on or a~er July 1, ~000:
The tax rate imposed on the net value of transfers from a deceased ~hild twen~-one years of age or younge~ at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the ~hild is 0% [72 P.S 9116 (a) (1.~)].
The tax rate imposed on the net value of transfers to or for the use of ~he decedent's lineal beneficiaries i~ 4.5% except as noted in 7~ P.S 91!6(1.~)
[Za P.S. ~ll~(~)(1)].
The ~ax rate imposed on the net value of transfers to or for the use of the deoedent's siblings is 1~% [7~ P.S. 9116(a)(1.})]. A sibling is defined, under
Section B10~, as an individual who has at least one parent in ~ommon with the decedent, whethe[ by blood o~ adoption.
Oopyd~ht (c) 8000 fo~m 8or,ware only The La~kner ~oup, I n~. Form ~EV- 1E0~ E~ (Rev.
REV- 1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Floyd W. Morris SS#
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
186-24-8439 07/28/2003
FILENUMBER
21-03-0702
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
NUMBER
DESCRIPTION
M&T Bank, checking account
1990 Chrysler Fifth Avenue, 97,000 miles
Miscellaneous personal property
VALUE AT DATE
OF DEATH
19,661.04
1,500.00
300.00
TOTAL (Also enter on line 5, Recapitulation) $ 21,461.04
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1511 EX + (1-97)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Floyd W. Morris SS~/ 186-24-8439 07/28/2003 21-03-0702
Debt~ of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Crave opening
1
2
3
Hollinger Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Zip
Attorney's Fees IRWIN & McKNIGI-TI'
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State __. Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Register of Wills
Tax Return Preparer's Fees
OtherAdministrativeCo~s
Cumberland Law Journal - estate notice publication
Register of Wills filing fees
The Sentinel - Legal - estate notice publication
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
945.00
4,496.00
1,000.00
76.00
75.00
25.00
95.27
$ 6,712.27
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev.
REV- 151;' EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Floyd W. Morris SS#
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
186-24-8439 07/28/2003
FILE NUMBER
21-03-0702
Includ~
ITEM
NUMBER
1
2
3
4
5
6
7
8
9
unreimbursed medical expenses.
DESCRIPTION
Blue Mountain Anesthesia
Capital Area Surgical
Carlisle Pathology
Carlisle Regional Medical Center
Carlisle Digestive Disease
Hershey Kidney Specialists
Moffitt Heart & Vascular
Penn Power & Light Co.
Sprint Telephone
TOTAL (Also enter on line 10, Recapitulation) iS
(If more space is needed, insert additional sheets of the same size)
AMOUNT
45.34
210.70
19~32
849.62
33.01
41.56
47.19
21.06
7.53
1,275.33
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-151Z EX (Rev. 1-97)
REV*1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Floyd W. Morris SS# 186-24-8439
SCHEDULE J
BENEFICIARIES
07/28/2003
NUMBER
I.
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
Nancy Bowers
202 H Street
Carlisle, PA
transfers under Sec. 9116(a)( 1.2)]
17013
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Sister
FILE NUMBER
21-03-0702
AMOUNT OR SHARE
OF ESTATE
remainder
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)
Copyright (c) z000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A, SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
LAST WILL AND TESTAMENT
OF
FLOYD WILLIAM MORRIS, legal resident of the Borough of Carlisle
Pennsylvani.~. ,
I, Floyd W. Morris, of sound mind and body, give, devise, and
bequeath, absolutely all my property, real and personal, owned
by me at the time of my death, or due me after my death, to
the following as indicated herein:
Vivian Tackett, Newville, Pennsylvania and/or
Nancy Bowers, Boilinq. SDrings, Pennsylvania
I hereby direct that m~'~sidence (if owned by me), as well
as all furniture, appliances, personal belongings and property
therein and owned by ~hall be divided appropriately and
equally as assets as indicated above, if not previously disposed
of by other means or legal instruments;
I direct and appoint Nancy ~ow~J [my sister) to be the executor/executrix
of this my Will. In the event of the demise of my appointed
executor/executrix or his/her incapacity I direct that Lotus
Morris, of Carlisle~ Pennsylvania, shall execute this Will:
I direct that such executor/executrix shali serve without bond
or security:
I give said executor/executrix the fullest powers and authority
in all matters and questions, including (without limitations)
complete power and authority to sell at public or private sale,
for cash or credit, with or without security, mortage lease
and dispose of all property, real or personal, at such times
and upon such terms and conditions as said executor/executrix
may determine, all without-Court order:
I hereby revoke all prior Wills and Codiciles:
I hereby direct said executor/executrix to administer my
Power of Attorney, , Living Will, and/or Trusts (if any).
IN WITNESS, I sign, seal, publish and declare this my Last
Will and Testament, in the presence of the.persons witnessing
it at my request, this 2nd day of May 1994, at Carlisle,
Cumberland County, Pennsylvania.
Flo/d William Mo}ris
133 S. Hanover Street - S
Carlisle, Pennsylvania 17013
The foregoing was at said date and place subscribed, sealed,
published and declared by said testator as his Last Will and
Testament in our presence, and in the presence of each other,
we subscribe our names as witnesses (the final sentence of
the Will beginning with the words "IN WITNESS" having been
read aloud to us by the testator immediately after he signed
the Will, and his attestation clause having been read aloud
in his presence and our presence), all of us, including the
testator, being together throughout the execution and
~ttestation of.~the Will.
M&T
499 Mitchell Road, Millsboro, DE 19966 Mail Code 501-120
Irwin, McKnight & Hughes
Attorneys At Law
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
Phone (302) 934-2909
F ax (302) 934-2955
August 27, 2003
Re:
Estate o_f Floyd W. Morris
Social Security: 186-24-8439
Date of Death: July 28, 2003
Dear Sir or Madam:
Per your inquiry dated August 8, 2003, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
Type of Account Checking Account
Account Number 61545643
Ownership (Names oJ~ Floyd W. Morris, Owner
Opening Date 03/28/78
Balance on Date of Death $19,660.33
Accrued lnterest $ .71
Total $19,661.04
(302) 934-2909
Inventory of the real and personal estate of
FLOYD W. MORRIS
deceased
1. M&T Bank - Checking Account .........................
2. 1990 Chrysler Fifth Avenue, 97,000 miles ..................
3. Miscellaneous Personal Property .......................
19,661 04
1,500 00
300 00
21,461 04
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Nancy Bowers
being duly sworn according fo law, deposes and says that she is the Executrix
of the Estate of Floyd W. Morris
late of the Borough__o_f_Ca_Klisle ., Cumberland County, Pa., deceased and that fha
wlfhln is an inventory made by Nancy Bowers , the said Executrix
of the entire estate of said decedent, consJstlng of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and fhaf the figures opposite each item of the Inventory represent |f's fair value
as of the date of decedenf's death.
Sworn ~ and subscriJ;~ before me,
th~ay o~O~ober,.~~//..2003
Jacqueline L ~~ p~
~~~~. 14,2m7
Date of Death 28
N~c-~ ~o-~s, Executrix
202 "H" Street
Carlisle, PA 17013
Address
07 2003
Day Month Year
INSTRUCTIONS
I. An inventory must be filed wlfhln three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
I
0
0
0
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.
CD
REV-1162 EX(11-96)
003173
MCKNIGHT MARCUS A III
60 W POMFRET STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 186-24-8439
FILE NUMBER: 21 03-0702
DECEDENT NAME: MORRIS FLOYD WILLIAM
DATE OF PAYMENT: 10/24/2003
POSTMARK DATE: '00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/28/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,535.97
TOTAL AMOUNT PAID:
91,535.97
REMARKS' MARCUSA MCKNIGHTESQUIRE
SEAL
CHECK# 020402
INITIALS: AC
RECEIVED BY'
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
~BUREAU OF INDIVTDUAL TAXES
/NHER/TANCE TAX DXVXSTON
DEPT. 180601
HARRTSBURG; PA 1711&-0601
COMMONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOT/CE OF ZNHERZTANCE TAX
APPRAXSENENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-i~¢i? EX AFP
MARCUS A MCKNIGHT ESQ
IRWIN & HCKNIGHT
60 W POMFRET ST
CARLISLE
PA 17015
DATE 12-15-2005
ESTATE OF MORRIS
DATE OF DEATH 07-28-2005
FZLE NUMBER 21 05-0702
COUNTY CUMBERLAND
ACN 101
Alnoun'l: Ralnit'l:ed
FLOYD W
MAKE CHECK PAYADLE AND REMZT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THZS L/NE ~ RETATN LOWER PORTTON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTTCE OF TNHERTTANCE TAX APPRAZSENENT, ALLOWANCE OR
DTSALLOWANCE OF DEDUCTTONS AND ASSESSMENT OF TAX
ESTATE OF MORRTS FLOYD WF'I'LE NO. 21 05-0702 ACN 101 DATE 12-15-2005
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATZON CONCERNTNG FUTURE TNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nership In~ares~ (Schedule C) ($)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule g) (7)
8. To,al Assa~s
APPROVED DEDUCTZONS AND EXEMPTZONS:
9. Funeral Expanses/Adm. Costs/Misc. Expanses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10)
11. To,al Deductions
12. Ne~ Value of Tax Ra~urn
21/~61.0~
.00
.00 NOTE: To insure proper
.00 credit ~o your account,
.00 sublni~ tho upper portion
.00 of ~his forln ~i~h your
tax paylnent.
.00
(8)
6,712.27
ASSESSMENT OF TAX:
15. Alnount of Line 14 a~ SpousaX ra~e
16. Alnoun~ of Line 14 taxab/a a~ LXneal/CZass A rata
17. Alnount of Line 14 a~ Sibling rata
18. Alnount of Line 14 ~axable a~ Collateral/Class B ra~a
19. Principal Tax Due
TAX CREDZTS:
PAYMENT RECEZPT DZ$COUNT (+)
DATE NUMBER ZNTEREST/PEN PAZD (-)
10-Zq-2005 CD005175 80.8q
(15) .00 x O0 = .00
(26) .00 x 0~5= .00
(17) 13,~73.RR x 12 = 1,616.81
(18) .00 x 15 = .00
(x9)= 1,616.81
AMOUNT PAZD
1,535.97
IF PAID AFTER DATE IND/CATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
15.
14.
NOTE:
TOTAL TAX CREDTT 1,616.81
BALANCE OF TAX DUEI .00
I
TNTEREST AND PEN. I .00
TOTAL DUE I . O0
ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REI~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU NAY BE DUE
REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS.)
reflect flgures that include the total of ALL returns assessed to date.
(15) . O0
(14) 13, q73. ~
16, 17, 18 and 19 will
Charitabla/govornlnan~al Bequests; Non-eXacted 9115 Trusts (ScheduXe J)
Na~ Value of Ese:ate Subject to Tax
Zf an assessBent was issued previously, 11nes 14, 15 and/or
1~275.35
(11) 7.q87.~0
(12) 13,q73.qq
RESERVATION:
PURPOSE OF
NOT/CE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
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 the decedent after the expiration of any estate for
life ar for years, the Coamonaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class D [collateral) rate an any such futura interest.
To ~ulfi11 the requirements of Section ZlqO of the Inharitmnca and Estate Tax Act, Act Z:5 of ZOO0. (7Z P.S.
Section 91q0).
Detach the top portion of this Notice and submit with your payment to the Registmr of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, 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-151:5). Applications ara available at the Office
of the Register of Nills, any of the Z:5 Revenue District Offices, or by calling the special lq-hour
answering service for fores ordering: 1-800-:56Z-Z050; services for taxpayers aith special hearing and / or
speaking needs: 1-800-q47-:50ZO iTT 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 object 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 17128-10Z1, 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,
Duraau 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 (:5) calendar months after the dacadent's death, a five percent (SI) discount of
the tax paid is allowed.
The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and 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 January 1, 1982 bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .O0016q. All taxes ahich became delinquent on and after
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 198Z through Z00:5 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198Z ZOZ , 000548 1987 97. . O00Zq7 1999 77. . 00019Z
198:5 167. . D004:58 1988-1991 117. .000301 ZOO0 8Z .000Z19
1984 117. . 000:501 199Z 9Z , O00Zq7 2001 9Z . 000247
1985 1:57. .000556 1993-1994 7Z .000192 ZOOZ 6Z .000164
1986 lOX .000Z74 1995-1998 9Z .O00Zq7 2003 5Z .000137
--Interest is calculatmd as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DALLY ZNTEREST 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 shown an the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
FLOYD W. MORRIS
Date of Death:
JULY 28, 2003
No. 21-03-0702
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: X Yes __ 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 X 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? X Yes No
Date:
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clf~k of Orphan/~ Court and may be
attached to this report. / / / /
'~ignature/ ~~
Marcus A. McKnight III, s~ire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
Capacity:
X
Personal Representative
· Counsel for Personal Representative