HomeMy WebLinkAbout04-1043Estate of JOHN H. MURDOCH, III
also known as
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
, Deceased
Social Security No. 073-14-1169
David McCune Murdoch, Petitioner, who is18 years or older, applies for:
(COMPLETE "A" OR "B" BELOW:)
X A. Probate and Grant of Letters and avers that Petitioner is the Executor named in the Last
Will of the Decedent, dated October 1, 1999, and codicil(s) dated (None)
state relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after
execution of the documents offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
N/A
B. Grant of Letters of Administration
(c.t.a., d.b,n.c.t.a,: pendente lite; durante absendia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left a Will dated
and was survived by the following spouse (if any) and heirs:
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence
at Country Meadows, 4837 East Trindle Road, 302a, Mechanicsburg, PA 17050.
Decedent, then 90 years of age, died on October 20, 2004 at Harrisburg Hospital, Harrisburg, PA..
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property .............................. $50,000.00
(If not domiciled in PA) Personal property in Pennsylvania ..............................
(If not domiciled in PA) Personal property in County ...................................
Value of real estate in Pennsylvania .......................................... $
Total .............................................................. $50,000.00
Real Estate situated as follows: None
Wherefore, Petitioner respectfully requests the probate of the Last Will presented with the Petition and the grant
of letters in the appropriate form to the undersigned:
J /Signature ( I ,--, /~"~d or printed name and residence
~~__~'~~'~/'~~David McCune M urdoch
- ~ - ~.7.,~1 Aspen Lane
Lel~fanonI PA 17042-9080
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s)above-named swear and affirm ~'t the §rater~nts in'T~e foregoing Petition areJrue
correct to the best of the knowledge and belief of Pet!tio~/r,~) ~d th ~., as pers..~al representati, i.~.(7,.)"6~the
Decedent, Petitioner(s)will well and truly administer~~~ ~/
Sworn to a~d affir~e~ ~d subscribed _~~~~
before me th~s ~ ~ ~ day of ~ David McCu~o~h ~ c-' ~
~ ~ 'h~L~ 2004
and
DECREE OF REGISTER
Estate of JOHN H. MURDOCH, III Deceased
also known as
Social Security No: 073-14-1169 Date of Death: October 20, 2004
AND NOW, ~b '~, i ~ ,2004, in consideration of the Petition on the reverse side
hereon, satisfactory proof having been presented before me, IT IS DECREED that X Letters
Testamentary [] of Administration
(cta, dbn.cta, pendente lite, durante absentia, duranteminortate)
are hereby granted to John H. Murdoch, III
in the above estate and that the instrument(s), if any, dated October 1, 1999, described in the Petition
be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters ........................ $
Short Certificate(s) ...... $
Renunciation .............. $
Affidavit ( ) ................. $
Extra Pages ( ) ..........$
Codicil ......................... $
JCP Fee ...................... $
Inventory & Tax Forms $.
Other ........................... $.
TOTAL ............. $,
/', ',, t/'i
Attorney: Lowell R. Gates Esquire
I.D. No: 46779
Address: Gates, Halbruner & Hatch, P.C.
1013 Mumma Road, Suite 100
Lemoyne, PA 17043
Telephone:(717 731-9600
DATE FILED: ,2004
ohn H. Murdoch III
9O
Assistant
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
~Augus t Somerset ~ NJ
Harrisbu~ Ilarrisbu~
4837 'East Trindle Road 302~
Mechanicsburg, pa 17050
John ~. Murdoch Jr
David
Penta
073 -- 14 -- 1169
ro ,2> Widowed
~,~ ~?~ ~l ~ ..... ~ .......... Ham~xJen
Cumberland '
~ uce N~A
=0~ ~ %spen [~ne tetanon,~a D042
LAST WILL AND TESTAMENT
OF
JOHN H. MURDOCH, Ill
I, JOHN H. MURDOCH, III, presently residing at Country .Meadows, Suite
37, 355 South Sporting Hill Road Mechanicsburg, Pennsylvania 17055, being of full age and
of sound and disposing mind and memory and not under any restraint, do hereby make,
acknowledge, publish and declare this to be my Last Will and Testament, hereby revoking any
and all Wills and Codicils heretofore made by me.
ITEM I - I direct that my just debts, funeral and burial expenses, and the
expenses of my last illness, claims for which are presented in the manner and within the time
provided by law, be paid out of the assets of my estate or the income therefrom, as soon after
my death as may be practicable.
ITEM II - I hereby direct that all estate, inheritance, transfer and succession
rexes, including i. nterest and penalties thereon, which shall be lawfully assessed by reason of
my death against my estate; against any succession thereto; against the proceeds of any life
insurance policy or policies, upon my life which may be payable to any one or more of the
primary or contingent beneficiaries of this, my Last Will; or against any and all real or
personal property in which I may have any interest during my lifetime and which shall pass by
virtue of the contract or manner of holding the same to any co-owner as my survivor, if such
survivor is a primary or contingent beneficiary of this Will, be paid as a debt or debts of my
estate without reimbursement therefore being requested from such devisee, legatee, or
beneficiary; provided, however, that if any such devisee, legatee, or beneficiary shall contest
this Will, then any such taxes levied or assessed upon any property received by such person,
either from my estate or otherwise, shall not be paid as aforesaid, and if paid by my
representative or representatives, reimbursement therefore shall be required from the devisee,
legatee or beneficiary and all provisions for such person hereinafter made shall lapse and be
void as if such person had predeceased me leaving no descendents or heirs.
ITEM III - I give in fee simple the real property that I own and used as my
home, prior to me moving to the Country Meadows, located at 44 Kensington Drive, Camp
Hill, Pennsylvania, along with the furnishings contained in said property, to my grandson,
DAVID MICHAEL MURDOCH.
ITEM IV - In addition to the gift set forth in Item III above, I give, devise and
bequeath the sum of Ten Thousand dollars ($10,000.00) to to my grandson, DAVID
MICHAEL MURDOCH.
ITEM V - I give, devise and bequeath the sum of Ten Thousand dollars
($10,000.00) to the First United Methodist Church, Frederick and Simpson Streets,
Mechanicsburg, Pennsylvania.
ITEM VI - I give, devise and bequeath the sum of Ten Thousand dollars
($10,000.00) to Washington and Jefferson College, Washington, Pennsylvania.
ITEM VII - I may leave a written statement or list in my safe deposit box
disposing of certain items of my tangible personal property not otherwise specifically disposed
of herein. Any such statement or list in existence at the time of my death shall be
2
determinative with respect to all items bequeathed therein. If no written statement or list is
found in my safe deposit box or elsewhere and properly identified by the Executor within thirty
(30) days after the probate of my Will, it shall be presumed that there is no such statement or
list; any subsequently discovered statement or list shall be ignored.
ITEM VIII - I give, devise and bequeath all the rest, residue and remainder of
my estate, both real and personal, of every kind and nature whatsoever and wheresoever
situated, which I may own or have the right to dispose of or to appoint at the time of my death
to my son, DAVID MCCUNE MURDOCH currently residing in Lebanon, Pennsylvania.
Should my son predecease me or die on or before the thirtieth day following my death, I
devise and bequeath his share of my estate as follows:
(1.) Fifty (50%) percent of my said Estate to my daughter in law BRENDA
MURDOCH, currently residing in Lebanon, Pennsylvania.
(2.) Fifty (50%) percent of my said Estate to my grandson DAVID
MICHAEL MURDOCH, currently residing in Camp Hill,
Pennsylvania.
In the event BRENDA MURDOCH or DAVID MICHAEL MURDOCH predecease me or
die on or before the thirtieth day following my death, I devise and bequeath her or his share of
my estate to the survivor.
ITEM IX - All estate, inheritance and other death taxes and any interest and
penalties thereon imposed by reason of my death on property passing under my will and on
3
gifts made by me during my lifetime shall be paid out of the principal of my residuary estate,
without apportionment or reimbursement.
ITEM X - I make, nominate, and appoint my son, DAVID MCCUNE
MURDOCH, as the Executor of this my Last Will and Testament. In the event that he shall
refuse or for any mason whatsoever not accept this trust, or having accepted shall for any
reason fail to complete the same, then I make, nominate, and appoint PNC BANK to act in the
role of Executor. I direct and request that if my son, DAVID MCCUNE MURDOCH shall
serve as my Executor, he shall not be required to give any bond or other security.
ITEM XI - I give my Executor and to all persons succeeding in said office,
including Administrators with the Will annexed, full power to compound, compromise, settle
and adjust all claims, debts, or demands of any kind, in favor of or against my said estate, to
hold, sell at public or private sale, and to mortgage or pledge any part or all of the assets, real
or personal, of my estate as they in their sole discretion may deem necessary or advantageous,
the same to be at such prices and upon such terms and conditions as they may determine, and
to execute, acknowledge and deliver deeds, releases and other instruments incident and
necessary to the exemise of such power, and no order or confirmation of any Court shall be
required, but their receipt shall be a full acquittance to any debtor of the estate and no person
need see to the application of the proceeds of any payment made to them.
4
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testament, this ~ ~ day of Q~ q.. ~ c:?~: ,~ ~.. , 1999.
JOHN H. MURDOCH, III
The preceding instrument, consisting of this and (~ other typewritten pages, identified by
the signature of the testator, JOHN H. MURDOCH, III , was on the day and date thereof
signed, published and declared by JOHN H. MURDOCH, III, the testator therein named, 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.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~ ...,~.. .... I
I, JOHN H. MURDOCH, III, testator whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and Testament; that I
signed it willingly; and that I signed it as my free and voluntary act for the purposes herein
expressed.
JOHN H. MURDOCH, III
Sworn, affirmed and acknowledged
before me, by JOHN H. MURDOCH, III, the
testator, this
Notary Public
My commission expires: ~};4;j
I NOTA~IAt
PATRICIA D, SHANK, Notary PubJJc J
~J~rishurg, Douphin Count/, FA J
6
COMMONWEALTH OF PENNSYLVANIA :
: S.S.
COUNTY OF "'
ti~,q 'i ,q ~.:~ ,'e_ , the witnesses respecnvely whose names are signed to the
attached or foregoing instrument, being duly qualified according to law, do depose and say that
we were present and saw testator sign and execute the instrument as his Last Will and
Testament; that he signed it willingly and that he executed it as his free and voluntary act for
the purposes therein expressed; that each of us in the hearing and sight of the testator signed
the Will as witnesses; and that to the best of our knowledge the testator was at that time 18 or
more years of age, of sound mind and under no constraint or undue influence
WITNESS /
WITNESS
Sworn, affirmed and subscribed to
before me this
i>r dayof~c_'"'"" I¢i')~'<..
,1999.
WITNESS
Notary Public
My commission expires:
.3a~_* ,~ 2C.,
lMy NOTARIAL SEAl.
PATRICIA D, SHANK, Notary Public
Hurri~h~rg, D~uphin Count';', PA
~mmi~i~ Explret ~pt. 11, 2~
7
CERTIFICATION OF NOTICE _U~D__~R ~T~.F
Name of Decedent:
Date of Death:
File No.:
JOHN H. MURDOCH, III
October 20, 2004
2004-01043/21-04-1043
To the Register:
I certify that Notice of Estate Administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
November 19, 2004.
David Michael Murdoch
David McCune Murdoch
Washington & Jefferson College
First United Methodist Church
Notice has now been
Rule 5.6(a).
44 Kensington Drive, Camp Hill, PA 17011
731 Aspen Lane, Lebanon, PA 17042-9080
60 S. Lincoln Street, Washington, PA 15301
135 W. Simpson St. Mechanicsburg, PA 17055
given to all perso/e~titled
,thereto
under
Counse~ for Personal Representative
GATES,I HALBRUNER & HATCH, P.C.
1013 Mumma Road, Suite 100
Lemoyne, PA 17043
(717) 731-9600
Dated: N~ember 19, 2004
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
REV-1162 EXl11.96}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MURDOCH DAVID MCCUNE
731 ASPEN lANE
lEBANON, PA 17042-9080
--------Iold
ESTATE INFORMATION: SSN: 073-14-1169
FILE NUMBER: 2104-1043
DECEDENT NAME: MURDOCH JOHN H III
DATE OF PAYMENT: 01/18/2005
POSTMARK DATE: 01/18/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/20/2004
NO. CD 004851
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $24,000.00
I
I
I
I
I
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TOTAL AMOUNT PAID:
REMARKS:
CHECK#1007
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
$24,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
V.1500EX{6-00)
OFFICIAl. USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
~L
COUNTY CODE
~L 1043 ___
YEAR NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
MURDOCH 1:1:1: JOHN
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
10/20/2004 815/1914
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, !t"IRST. AND MIDDLE INITIAL)
H
SOCIAL SECURITY NUMBER
073-14-1169
THiS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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[X] 1. Odginal Return
D 4. limited Estate
[i] 6. Decedent Died Testate (Attach copy 01 Will)
D 9. litigation Proceeds Received
o 2. Supplemental Return D 3. Remainder Return (date 01 death prior 10 12.13-82)
o 4a. Future Inlerest Compromise (date of death after 12-12.82) D 5. Federal Estate Tax Return Required
o 7. Decedent Maintained a living Trust (Atlach copy ot Trust) L 8. Total Number of Sale Deposit Boxes
o 10. Spousal Poverty Credit (dateot death between 12.31.91 an:l1,'.S5j D 11. Election to tax under Sec. 91 l3(A) (AllachSchOl
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
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LOWELL R. GATES, ESQU1:RE
FI RM NAME (If Applicable)
GATES, HALBRUNER & HATCH, PC
TELEPHONE NUMBER
1013 MUMMA ROAD, SU1:TE 100
LEMOYNE, PA 17043
717-731-9600
1. Real Estate (Schedule A)
(1)
(2)
o
OFFICIAl. USE QNL Y
r,<)
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation. Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. JO Owned Property (Schedule F) (6)
0
i= Separate Billing Requested
<( Inter-Vivos Transfers & Miscellaneous Non-Probale Property (7)
...J 7.
:J (Schedule G or L)
f0-
iL B. Total Gross Assets (total lines 1-7)
<(
()
UJ 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
a:
10. Debts of Decedent, Mortgage Liabilities, & Liens C5chedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus line 11)
o
..---,
o
55,507
342,347
i1
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C' )
.i..,
397,854
22,248
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
375,606
20,000
14. Net Value Subject to Tax (Line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
355,606
15. Amount of line 14 taxable at the spousal tax
z rate, or transfers under Sec. 9116 (a)(1.2)
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, .0 9--(15)
, .0 45 (16)
x .12 (17)
x .15 (lB)
(19)
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16. Amount of Line 14 taxable at tineal rate 355,606
17. Amount 01 Line 14 taxable at sibling rale 0
lB. Amount of line 14 taxable at collateral rate 0
19. Tax Due
20. ~
16,002
o
o
16,002
SWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W46451.000
Estate of JOHN H MURDOCH 1:1:1:
073-14-1169
Executors (Page 1)
Name
Address
David M. Murdoch
731 Aspen Lane
Tax ID
Lebanon, PA 17042~9080
d
Dece ent's Comofete Address:
SlREET ADDRESS
4837 Bast ~rindle Road, 302a
CUmberland
CITY - [ STATE I ZIP
Mechanicsburcr PA 17050-
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
16,002
o
24.000
800
3. Interest/Penalty if applicable
O. Interest
E. Penalty
Total Credits (A + B + C) (2)
24.800
o
o
Total Interest/Penalty (0 + E) (3)
o
4. if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
8.798
5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE.
(5)
o
A. Enter the interest on the tax due.
(SA)
o
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
'~~~m~~g;;'''\il'%'''nt",~'f'k~H>>"'''1'!'F'V'''''r;:},1'''~'~l,'!J271n(''''!TIh1S}1'!'~'f1P'Q~~;F~-"o;.;FT7*""';j'1,,,."M;:jql'"'{"'-'V-;--"'i{'--J):'';'," "; "
~~~~!~~~'M~~~~~~\t~H,'!,l;',~f<:I~f~t!tJfMi!ir~ilJFfi~t1~~~J;;~?;i"<:';i~[i;li;~Y';~",::2;'!;\',~,:;~~i"~;;l!i+i;~,~"::':,':',<;~':<,A,i;,:~,
(5B)
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PLEASE ANSWER THE FO!LLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
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 intallest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after DeOember 12. 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in tr~st for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Accounl, annuity, or other non-probate property which
Ves
o
o
o
o
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contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [] Cil
ABOVa OUESTtONS IS YES, YOU MUST COMPLETE SCHEOULE G ANO FILE IT AS PART OF THE RETURN.
ave examined this relurn, incluClin ac anying schoclules and stalements, and 10 the besl or my knOwledge and belie!. il is frue, correcl atld GOmplefe
~ re entalive ~s based alion of which pteparer has any knowledge,
No
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Lebanon, PA 17042
OA ,I /.
3(;-25
Lemoyne. PA 17043
For date of death on or after July 1. 1994 and before January', 1995, the tax rate imposed on the net value oftrans/ers to or {or Ihe use of the surviving spouse is 3%
[72 P.S.!3 9916 (al t1. 1l (i)).
For dates of death on or after January 1. 1995, the 'ax rate imposed on the ns! value oflransfers to or for rhe use of fhlt surviving spouse is D% [72 P.S. ,9 91'6 (a) ".1) Iii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax return are still applicable even if
Ihe surviving spouse is Ihe only beneficiary,
For dales of death on or after July 1. .2000:
The tax rate Imposed on the net value of transfers t~om a deceased child twenly-one years of age or younger at death to or lor the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 p.S. S 91 16(a)(1'.211.
The tax rate imposed on the net value of transfers to or for the use of the decedent's Ifnealbeneficiaries is 4.5%. excepl as noled in 72 P.S.,9 91 '6(1.2) 172 ~.S. ,991 16(a)(1)).
The tax rate Imposed on the nef value of transfers 10 or lor the use of the decedent's siblings is 12% (72 P.S. 9911 6(aH1 .3)]. A sibling is defined, under Section 9t02. as an
Individual who has alleast one parent in common wilh the decedent, 'Nhether by blood or adoption.
3W48481.[)(J()
:EV.l502 EX + (6-9B)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEOENT
:STATE OF
FILE NUMBER
JOH>> H MURDOCH III
21 04 1043
All real property owned solely or as a tenant In common must be reported at faIr market value. Fair market value is defined as the price at which prOperty would be
ex~hanged between a wl111ng buyer and a wllling seUer, neither being compelled to buy or sell, both having reasonable knowledge of the relevantlacts.
Raal property which Is JoIntly-owned wIth rIght of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIP1l0N
VALUE AT DATE
OF DEATH
>>one owned by the decedent at
the time of his death
o
3W469S 1.000
TOTAL (AlsO enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
o
:V-1503 EX + (6-98)
;QMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATEOF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
DHN H MURDOCH III
21 04 1043
An property Jolntly~owned with right of survivorship must be disclosed on Schedule F,
ITEM
lUMBER
l,None
DESCRIPTION
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 2, Recapitulation) $
o
3W46961.000
(If more space is needed, insert additional sheets of the same size)
,V-1S04 EX+ (6-913)
COMMON"NEALlH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE C
CLOSEL V-HELD CORPORATION,
PARTNERSHIP OR SOLE-PROPRIETORSHIP
:ST ATE OF
FILE NUMBER
JOHN H MURDOCH III
21 041043
Schedule C-1 or C-2 (including all supporting infbrmalion) musl be attached for each closely-held corporation/partnership interest of the decedent, other than a
sole-proprietorship. See instructions for the supporting informalion to be submit1ed for sole-proprietorships.
ITEM
UMBER
1. None
DESCRIPTION
VALUE AT
DATE OF OEATH
3W46971.000
TOTAL (Also enter on line 3. Recapitulation)
(If more space is needed, Inserl addlllonal sheets of the same sIze)
$
o
EV.1SQ7 EX+ (13-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
JOHN H MURDOCH III
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21 04 1043
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
JUMBER
DESCRIPTION
VALUE AT DATE
OF OEA TH
None
TOTAL (Also enter on line 4, Recapitulation) $
o
3W46AC 1.000
(If more space Is needed, insert additional sheets of same size)
eV.150B EX + (&-96)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
JOHN H MURDOCH III
FILE NUMBER
21 04 1043
ITEM
NUMBER
Include the proceeds olliligation and the date the proceeds were received by the estate.
All property Jolntly-owned with the rIght of survivorship must be disclosed on Schedule F.
DESCRIPTION
VALUE AT DATE
OF DEATH
1 Multiple Oil & Gas Drilling Leases
Royalty Rights located in
Arkansas, Kansas Mississippi,
Oklahoma and Texas
Annual Income:
2002
2003
2004
25,449.40
17,049.34
12,228.44
3-Year Total
$54,727.18
Average Income
per year =
$18,242.00
Based on the generally accepted
rule of thumb of 3 x the average
annual production:
#18,242.00 x 3 = 54,727.00
Please Note: Income from Oklahoma
Leases is excluded fram the above
calculation. Oklahoma Tax
Commission requires that an Estate
Tax Return must be filed by a
non-resident decedente
Additional non-income producing
well rights in Colorado, Indiana,
Montana and Utah have no valuee
54,727
2
Oklahoma Department of Revenue -
2004 Tax Refund (pending)
780
3W46AD 1.000
TOTAL /Also enter on line 5, Recaoitulation\ $
(If more space Is needed, Insert additional sheets of the same size)
55,507
EV.1509EX+(6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'STATE OF
lORN H MURDOCH III
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21 04 1043
If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATlONSHIP TO DECEDENT
A. .
Murdoch, DaV1d M
731 Aspen Lane, Lebanon, PA
17042-9080
Son
B.
c.
JOINTL V-OWNED PROPERTY:
ITEM
NUMBER
tmeR
FOFIJOINr
"N<'"
OATE
MADE
JOINT
O!'.'!:'."'PTION OF PROPERTY
INCLUDE NAME OF FINAl\CIAL INSTITUTION A/II) BAN< ACCOLNT
fIl.MfEFlOA SlMIt,AR 100NrlFYINl3 NJM6ER. ATT.o.cH DEED FOR
JQINTt'(+EI.:Of'EALE$TATE.
DATE OF DEATH
VALUE OF ASSET
%OF
DECD'S
INTEREST
DATE OF DEATH
VALUE OF
DECEDENrSINTEREST
1. A.
1
A
12/15/1998 1135.570 Sh. Vanguard
Health Care Fd @ 118.08/Sh.
(VGHCX)
134,088 50.0000
67,044
2
A
8/15/1998 66,602.560 Sh.Vanguard FA
Tax-Free MM Fund @
$l.OO/Sh. (VPTXX)
66,658 50.0000
33,329
3
A
12/15/1998 7,775.326 Sh. AARF/Scudder
GNMA Fumd @ $15.25/Sh.
118,574 50.0000
59,287
4
A
11/14/1998 Commerce Bank Account
#03207592-1
2,143 50.0000
1,072
5
A
12/15/1998 DreyfUS Growth & Income
Fund
147,006 50.0000
73,503
6
A
12/15/199B Dreyfus Fremier Intl Growth
Fund Class A
30,299 50.0000
15,149
7
A
12/15/1998 Federated U.S. Govt. Secs,
Inc. A (FUSGX)
145,616 50.0000
72,80B
8
A 8/2/2003 1,358.88 Shares
Fidelity Leveraged
19.88/SH.
CUSIF: 316389873
To al from co tinuation schedules
Co. @
27,015
50.0000
13,507
6,648
JW46AE 1.000
TOTAL (Also enter online 6, Recanitulationl $
(If more space is needed, insert additional sheets of the same size)
342,347
Estate of: JOHN H MURDOCH III
Item
No. Cot.
9
A
Schedule F Fart 2 (Page 2)
Joint
Date
Description
DOD Value of
Asset
12/10/1979 U.S. Savings Bonds Series E
13,295 50.0000
~nr~' {~~Trv forward to main schedule}
Pere
l:nt.
073-14-1169
DOD Value of
Interest
6,648
6,648
eV.1510 EX. (6-913)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
,STATE OF
JOHN H MURDOCH III
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21 04 1043
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTlON OF PROPERTY
ITEM 1N:LI..CETl-ENlfoEOFTH:ffi/l,NSFEFlEE. THEIR FlELATIONSHP TO oeCEOENT AN:) DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
\lUMBER lI-EOATEOF1JWIISFER ATT,oo.tACXIP'o' OF TI-E DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST 'IF .4PPUCABlE\ VALUE
" None
TOTAL (Also enter on line 7. Recapitulation) $ 0
3W46AF1,OOO
(If more space Is needed, insert additional sheets of lhe same size)
EV.1511 EX. (12.99)
COMMON"NEALTH OF PENNSYLvANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
,STATE OF
JOHN H MURDOCH III
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 04 1043
ITEM
NUMBER DESCRIPTlON AMOUNT
\, FUNERAL EXPENSES:
" MyerS-Horner Funeral Home
5,733
2 Reverend M. Minnix 100
Total from continuation schedules . . . . . . . 895
B, ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) David McCUne lIIurdoch
Social Security Number(s) I EIN Number of Personal Representative(s) 186-38-2292
Street Address 731 Aspen Lane
CHy Lebanon Slale OK Zip 17042-9080
Year(s) Commission Paid: Waived
2. Attorney Fees 9,500
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Slale Zip
Relationship of Claimant to Decedent
4, Probate Fees 120
5. Accountant's Fees
6. Tax Return Preparer's Fees
7,
1 Country Meadows - Final month's
rent 795
2 CuInberland Law Journal 75
Total from continuation schedules . . . . 1,333
TOTAL (Also enler on line 9, Recapitulation) $ 18,551
3W46AG1.000
(If more space is needed, insert additional sheets of the same size)
Estate of: JOHN H MURDOCH III
Item
No. Description
3 Rolling Green Cemetery
073-14-1169
Schedule H Part 1 (Page 2)
Amount
'''_~~~__ ""_____..:1 ..._ __~_ ................=:1..1...\
895
R<l'i
Estate of: JOHN H MURDOCH III
073-14-1169
Schedule H Part 7 (Page 2)
3
David M. Murdoch- reimbursement of
postage, travel and telephone
expense
433
4
Gas Royalty Taxes
122
5
Montrose County Treasurer,
Colorado
6
6
Patriot-News Co.
244
7
Sheridan County Treasurer, Kansas
6
8
Wanda Crandall, Tulsa, Oklahoma,
Accountant
500
9
wise County Texas Appraisal
District
17
10
Wise County Treasurer, Texas
5
~~~., (~~r~' Fn~~~rn ~n mAin schedule)
1,333
IEV-1512EX+(12-03)
COMMONWEALlH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
JOHN H MURDOCH ~~~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21 04 1043
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Arkansas Dept. of Revenue
7
2
Barton County Treasurer, Kansas
25
3
Exxon Mastercard
61
4
Internal Revenue Service - 2004
estimated and final tax payments
2,444
5
Kansas Department of Revenue
63
6
Mississippi State Tax Commission
176
7
Pennsylvania Department of Revenue
- 2004 income tax
803
8
Stevens County Treasurer, Kansas
86
9
Verizon
32
3W46AH 2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3,697
EV.1513 EX+(9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
:STATE OF
JOHN H MURDOCH LLL
NUMBER
I
NAME ANO ADORESS OF PERSON(SI RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers
under Sec. 9116 (al (1.2)]
David M. Murdoch
1
2
David M. Murdoch
731 Aspen Lane
Lebanon, PA 17042-9080
RELATIONSHIP TO DECEDENT
00 Not List Trustee(s)
FILE NUMBER
21041043
AMOUNT OR SHARE
OF ESTATE
Grandson
Son
10,000
345,606
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITAELE AND GOVERNMENTAL DISTRIBUTIONS
~
First United Methodist Church
Frederick << Simpson Streets
Mechanicsburg, PA 17055
2
Washington & Jefferson College
Washington, PA
3W46AI1.000
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space IS needed, insert additional sheels of the same size)
$
10,000
10,000
20 I 0 00
ESTATE OF JOHN H. MURDOCH III
Pennsylvania Inheritance Tax Return
Form REV-1500
EXHIBIT
P A Inheritance & Estate Tax Official
Receipt No. CD 004851 dated 01/18/2005
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEt\:T OF REVENUE
.....)REAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX111-96j
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MURDOCH DAVID MCCUNE
731 ASPEN LANE
LEBANON, PA 17042-9080
----~--- lold
ESTATE INFORMATION: SSN: 073-14-1169
FILE NUMBER: 2104-1043
DECEDENT NAME: MURDOCH JOHN H III
DATE OF PAYMENT: 01/18{2005
POSTMARK DATE: 01l18f2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/20/2004
NO. CD 004851
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $24,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$24,000.00
REMARKS:
CHECK#1007
SEAL
INITIALS: CCP
RECEIVED BY:
TAXPAYER
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
EST A TE OF JOHN H. MURDOCH III
Pennsylvania Inheritance Tax Return
Form REV -1500
EXHIBIT A
Certified Copy of the Death Certificate of the Decedent
',c_ \'- ':'I~()
.''', is to cerrif) that the information I
_ {x,d RegistldL The original certificate
give<1 if: c(")!TcctI)
\.vill be forv,'-arded to
from 3[1 origit, :rtificate of death duly filed \vith
the S!~lte Vital Records uffice for pennancnt filing.
me as
WARNING: II is illegal 10 duplicate this copy by photostat or photograph.
fte ~-or 'this certificate. $2.00
P 10886528
No.
~;iHliHi0;;
iW'~ \.\ n OF p;'-i_~_
\1<.\_\.r'.:------~1.-4'.A,.-__
/"",y. ~J',-
I:/~Ili! '. ..~.. ......0" \ ~\
i~I' c i-.. !~l
~ <-' --"'~.. j:l> ~
\' \ . ;',! ./. '
1:; * >,':-...__ '-u.;..;..:". ",- . **
~ &' ..~~ ~"- "
'\. ~~: -. I...:;yi;
"'=:.. ~/)~ /--;.~~\/
--'--f/,JfEN1-~'i """,
---"'J"//~~#""f/II,tIJ!
a4rr~~
LOC eo st a
OCT 2 3 2004
Dale
Hl05143Rev_2JBl
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
'"
k.
Uarrisbur ,Pa
~ DECEDENT EVER IN
u.s. ARMED FlW-S?
YesD No~
".
STATEfILfNUIol8ER
'"
NK
NAME Of DECEOENT (Firll, Middle. Lasl)
1. John H. Murdoch III
AGE (LastBitthciily)
,.
5. 90 Vrs
COUNTY OF OEA TH
'"
Male
SOCIAL SECURITY NUMBER
,073 14
1169
BIRTHPLACE (Cily a(ld "
Slateo'FonsgnCOI$IlIy) tfOSPlTAI.,
Somerset, NJ ~-::-If]
FAClllTf NAME {1I nol inSII~iOll, (live Slree! and number)
..
E/WI.oIJ>o_,D
~o
-0
~~~lylD
'J
Sb. Dau hin
DfCEDEN"rS USU!\L OCCUP1\'I1ON
I~~C::-=[~::i'
RAC . Amencan IndIan. BIaGI<. INtHle, f:'
(SpedIy)
".
White
SURVIVING SPOUSE
~1_.lI"'e""odoI"n'mel
11i11. Assistant De ut D nb. Penta
OECED NT'S M.o\ILlNG ADDRESS (Slreel, CilyfTown, Slale. Zip Code
4837 East Trindle Road 302A
n. Mechanicsburg, Pa 17050
fATHER'S NAMEJ~irsl. MWa.LMI)
" John H. Murdoch Jr
INFORMANTS NAME (TypefPrinll
.... David MurdoCh
METHOD OF D1sPOSlTJON
Burial KJc,emallon Gemovill from Slale 0
lher(Specify)
RALSE
MARIT At STATUS. Manied,
Nev9l"Married.W1ClowllCl,
Oi'Iorced(Specify}
14. Widowed
Hi. Stale
a
17b. COUnlv
Cumberland
~,
_rn
live in a
IllWnship7
Hampden
""
17d,O ~~nt~~of
CllyibolO
"""""'0
. 21a.
. .w TUREQfF
. 22i11.
C il 23a--G '"
physidan is not availllble al time ofdo!lath 10
<<I!1ilyC8U$llofdelllh
PERSON ACTI
CATE OF DISPOSITION
(.......... 0.,. v...)
o ".October 26 2004
"SUCH UC~l':L'1\'~ll'~L
"'.
MOTHERS t4AME \Fu~'r~' lIlaKlen Surname)
19. Maude lV A
INfORY,-WI'S ~ILlNG ADD$ESS (StIef. CiI~IT_n. SIal4,.,.~ Cg4c,IO
lOb. /.jl Aspen t.ane Leoanon, t'a 111 42
PLACE OF DISPOSITION. Name Of Cemelery, Cremilory LOCAT.oN -CilyITown. Slille. Zip Code
arOlherPlace
l1c. Rollin Green Cemeter 21d.
NAA\E.ANDAD~S Of FACILrt.'l:
zkMyerS-Harner t'uneral
LICENSE NUI/IBER
t'fflh
loro.besto1 knOwIedge,deaIllOCCUlTedalltle1ime.daleiIMplaceslateCI
(Signalu-eM:lTiuel
,,,.
liME
~o!'_......r-\-
-C' n.... '1 \.......r.",
23b. 23c.
WAS CASE REfERRED TO A MEDICAL EXAMINER /CORONER?
2tI. YUO No
: Approxlrnale PAI'lTll: QlhersignilicanlcnndiJJonsCOlllnbo.llinglOdeillh.bul
. interval nolre$ulIi"'lllnlheurlderJyirlgcausegivenlnPA~rl
:ons.etan!llleillh
Sequanlially ~$I condlliona
lfany.leoldingloimmedlale
. cause. Enter UNDERLYING
CAUSE (Di5811$lI or iflury
-lflaIinilialedevelll&
fft\:Min9Ol'\OeBlh)LASl
WAS AN AUTOPSY ~RE AUTOPSY flNOINGS
PERFORMED? AVAILABLE PRIOR TO
COIiA?LET\Ot<l OF CAUSE
OF DEA TH7
r
~r\<o!A"
.o~
MANNER Of DE~ TH
"'0
N~'
ACcidenl
Suiti08
o
o
o
DATE Of INJURY
(MM1l>.Oo.~,'{""l
TIME OF INJURY
INJURY AT WORK? DESCRI6E HOW IHmR'f OCCURRED
l-Iom;ciCle
o
o
o
vesD NoD
'(esO
"'j);{
'"0
PendinglnWlsligaliol>
COUldnoltledelemlined
....
PLACE OF INJURY
_nil.'ll:(SpaQIj)
''''.
3Ob. M.
Al home. lerm. slr""l. faciOf)'. office
30e.
.PRONOUNCIMa MID CERllF't\"'G PHY$IC1"" IPnyllician bOth pror;gunc:;ng deelh and certil\ling \cJ Ciuse ot death)
Tolh.b..ltlfmyknowl.dg.."".thoc.:..rrltdatth.llmII.dlIle......dplac..aodd...ICllheU...ea,j.lanllm.nn.,usllI.d,.
SIGNATURE ANDfilE
03111. ~~
LICENSE NUMBER CIATE SIGNEO (Month, Day, Vear)
........... 0 31c. 1"-10 (/;?o/ S L , 31d.
NAME AND ADORESS OF PERSON 'M'IOCQM?LE1ED CAUSE OF DEATH
(llem27) Type or PriOl
"".
LOCATION (Slieet, CiryfTown. Sl~le)
"".
2&11. 21b.
CERTIFIER (Ched<OIlIyCH"lll)
.l~'M~F~~GoI~~~~~s~~~~~.::Ic::8:~~=I=m~~~.h:.~~.~,~~~.I~~.':?~~~!~.i.I~.~~~..
".
'MEDlCAl EXAMINERJCORONER
::.:-...tIo=::::,~~.~.~~uon iodlo.. Investlgitlon.ln my oplnlon, dealh occurr.d il Ih. lima, dal., ind plica. .nd due 10 the Gi.....5(..' inll 0
".
RE8tST
~/foIl/V'1
".
CATE fiLED (MOIllh. Day, Year)
".
ESTATE OF JOHN H. MURDOCH III
Pennsylvania Inheritance Tax Return
Form REV-1500
EXHIBIT B
Copy oftheLast Will and Testament of John H. Murdoch, III
Dated October 1, 1999
LAST WILL AND TEST AMENT
OF
JOHN H. MURDOCH. III
~o~}>
I, JOHN H. MURDOCH, III, presently residing at Country .Meadows, Suite
37, 355 South Sporting Hill Road Mechanicsburg, Pennsylvania 17055, being of full age and
of sound and disposing mind and memory and not under any restraint, do hereby make,
acknowledge, publish <$d declare this to be my Last Will and Testament, hereby revoking any
and all Wills and Codicils heretofore made by me.
ITEM I - I direct that my just debts, funeral and burial expenses, and the
expenses of my last ~ss, claims for which are presented in the manner and within the time
provided by law, be paiP out of the assets of my estate or the income therefrom, as soon after
my death as may be praCticable.
ITEM n - I hereby direct that all estate, inheritance, transfer and succession
taxes, including interest and penalties thereon, which shall be lawfully assessed by reason of
my death against my estate; against any succession thereto; against the proceeds of any life
insurance policy or policies, upon my life which may be payable to anyone or more of the
primary or contingent beneficiaries of this, my Last Will; or against any and all real or
personal property in which I may have any interest during my lifetime and which shall pass by
virtue of the contract or manner of holding the same to any co-owner as my survivor, if such
survivor is a primary Of contingent beneficiary of this Will, be paid as a debt or debts of my
estate without reimbursement therefore being requested from such devisee, legatee, or
r I ., J
j. f;/ U(~
beneficiary; provided, however, that if any such devisee, legatee, or beneficiary shall contest
this Will, then any such taxes levied or assessed upon any property received by such person,
either from my estate or otherwise, shall not be paid as aforesaid, and if paid by my
representative or representatives, reimbursement therefore shall be required from the devisee,
legatee or beneficiary and all provisions for such person hereinafter made shall lapse and be
void as if such person had predeceased me leaving no descendents or heirs.
ITEM 111 - I give in fee simple the real property that I own and used as my
home, prior to me moving to the Country Meadows, located at 44 Kensington Drive, Camp
Hill, Pennsylvania, along with the furnishings contained in said property, to my grandson,
DAVID MICHAEL MURDOCH.
ITEM IV - In addition to the gift set forth in Item III above, I give, devise and
bequeath the sum of Ten Thousand dollars ($10,000.00) to to my grandson, DAVID
MICHAEL MURDOCH.
ITEM V - I give, devise and bequeath the sum of Ten Thousand dollars
($10,000.00) to the First United Methodist Church, Frederick and Simpson Streets,
Mechanicsburg, Pennsylvania.
ITEM VI - I give, devise and bequeath the sum of Ten Thousand dollars
($10,000.00) to Washington and Jefferson College, Washington, Pennsylvania.
ITEM VII - I may leave a written statement or list in my safe deposit box
disposing of certain items of my tangible personal property not otherwise specifically disposed
of herein. Any such statement or list in existence at the time of my death shall be
')
'--f
J- 'tIt_TV
,
determinative with respect to all items bequeathed therein. If no wriuen statement or list is
found in my safe deposit box or elsewhere and properly identified by the Executor within thirty
(30) days after the probate of my Will, it shall be presumed that there is no such statement or
list; any subsequently discovered statement or list shall be ignored.
ITEM VIII - I give, devise and bequeath all the rest, residue and remainder of
my estate, both real and personal, of every kind and nature whatsoever and wheresoever
situated, which I may own or have the right to dispose of or to appoint at the time of my death
to my son, DA'lID MCCU1\'E MURDOCH currently residing in Lebanon, Pennsylvania.
Should my son predecease me or die on or before the thirtieth day following my death, I
devise and bequeath his share of my estate as follows:
(I.) Fifty (50%) percent of my said Estate to my daughter in law BRENDA
MURDOCH, currently residing in Lebanon, Pennsylvania.
(2.) Fifty (50%) percent of my said Estate to my grandson DAVID
MICHAEL MURDOCH, currently residing ill Camp Hill,
Pennsylvania.
In the event BRENDA .MURDOCH or DAVID MICHAEL MURDOCH predecease me or
die on or before the thirtieth day following my death, I devise and bequeath her or his share of
my estate to the survivor.
ITEM IX - All estate, inheritance and other death taxes and any interest and
penalties thereon imposed by reason of my death on property passing under my will and on
-/
r1'
,
-",...
H:~
"'\
gifts made by me during my lifetime shall be paid out of the principal of my residuary estate,
without apportionment or reimbursement.
ITEM X - I make, nominate, and appoint my son, DAVID MCCUNE
MURDOCH, as the El\ecutor of this my Last Will and Testament. In the event that he shall
refuse or for any reason whatsoever not accept this trust, or having accepted shall for any
reason fail to complete the same, then I make, nominate, and appoint PNC BANK to act in the
role of Executor. I direct and request that if my son, DAVID MCCUNE MURDOCH shall
serve as my Executor, he shall not be required to give any bond or other security.
ITEM XI - I give my Executor and to all persons succeeding in said office,
including Administrators with the Will annexed, full power to compound, compromise, settle
and adjust all claims, debts, or demands of any kind, in favor of or against my said estate, to
hold, sell at public or private sale, and to mortgage or pledge any part or all of the assets, real
or personal, of my estate as they in their sole discretion may deem necessary or advantageous,
the same to be at such prices and upon such terms and conditions as they may determine, and
to execute, acknowledge and deliver deeds, releases and other instruments incident and
necessary to the exercise of such power, and no order or confirmation of any Court shall be
required, but their receipt shall be a full acquittance to any debtor of the estate and no person
need see to the application of the proceeds of any payment made to them.
--I
~
I
n'/---:--/,.--,
~ " I .. '. .',
Ll
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testament, this ~ day of 0 c tab e I?.
,1999.
/f/. , ttf r~
:' ! " ' ' 1'" r . "
;'dIj'h.., lv, f ) L',J,h (ccif"s <(\'
YOHN H. MURDOCH, III
The preceding instrument, consisting of this and ~ other typewritten pages, identified by
the signature of the testator, JOHN H. MURDOCH, ill , was on the day and date thereof
signed, published and declared by JOHN H, MURDOCH, Ill, the testator therein named, 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 wittiesses hereto.
i
J' , .'
'-J / 'J
j (l[.{1>i-L/ .:.~
......,. E/', /
i{..,- r{L{~~~_
/::/" -
-'
/::.i{'-"';/':--;..~: .z."'-'
~ /:.:.-
-->...:.
/j c:-- '
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)~"""Z.-<?L-/' -~ j'
''7
/?t--/,--f-{..c/
~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF C~, l>'Y)bef..1 M r>J
S.S.
I, JOHN H. MURDOCH, ill, testator whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and Testament; that I
signed it willingly; and that I signed it as my free and voluntary act for the purposes herein
expressed.
/( -
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~-J\ l""\.--" .n_ ; ''j'._ IJ !~..... ~-- L-O""'-~ [/l_ """iT'-
j JOHN H. MURDOCH,I1I
Sworn, affirmed and acknowledged
before me, by JOHN H.MURDOCH, III, the
testator, this jbf day of OC:iDI)e!-
, 1999.
cDn flJtj(X I, ~ .JJ7U'1\ tL
. Notary Public
My commission expires: J.t.{V
,i .? oCl)
, -
NOTARl"L SE"L
P"TRICI" D. $H"N[, Notory Publk
Harrisburg, Douphin Coun1)', FA
My Commiuion ~"pires Sept, 11. 20c0
"-
COMMONWEALTH OF PENNSYLVANIA
S.S.
COUNTY OF C. (),-n 1;).Q/L-J ~,') cJ
We, fleien"'i 1'1(, €.hii.f) (, j.q..-, , CimQ C. Doh,le,- ,
An nl ((}o"r~ ' the witnesses respectively whose names are signed to the
attached or foregoing instrument, being duly qualified according to law, do depose and say that
we were present and saw testator sign and execute the instrument as his Last Will and
Testament; that he signed it willingly and that he executed it as his free and voluntary act for
the purposes therein expressed; that each of us in the hearing and sight of the testator signed
the Will as witnesses; alld that to the best of our knowledge the testator was at that time 18 or
more years of age, of sound mind and under no constraint or undue influence
--r ,/ IF ___I -' j . ~) _/
IU.fi;/..v ,~ . LV-U-a..-~.,rc;-.c
. WITNESS /
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WITNESS
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WITNESS
Sworn, affirmed and subscribed to
before me this
,. j- ""-..' I
P day of LX.. tOI:J.-21L
.1999.
J]tJ-IrUCW I Q ~cv/tt-
Notary Public
My commission expires:
~, 1I,2t,c,O
NOT"RlAL SEAL
P"TRlO" D. SHANK, Not.ry Public
Harrisburg, Oauphi" County, PA
My Commission ~xpi,.. Sept. , 1, 2000
7
ESTATE OF JOHN H. MURDOCH III
Pennsylvania Inheritance Tax Return
Form REV-1500
EXHIBIT C
Copy of the Short Certificate Letters Testamentary
issued on November 16,2004
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
I,
GLENDA FARNER STRASBAUGH
Register for the Probate of wills and Granting
Letters of Administration in and for
CUMBERLAND County, do hereby certify that on
the 16th day of November, Two Thousand and Four
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
esta te of MURDOCH JOHN H III la te of HAMPDEN TOWNSHIP
(Last. First, MiddleJ
in said county, deceased, to MURDOCH DA VID MCCUNE
f1.ast. (irst, Middle)
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of said office at CARLISLE, PENNSYLVANIA, this 16th day of November
Two Thousand and Four.
File No.
PA File No.
Date of Death
5.5. #
2004-01043
21- 04- 1043
10/20/2004
073-14-1169
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
ESTATE OF JOHN H. MURDOCH III
Pt1nnsylvania Inheritance Tax Return
Form REV-1500
EXHIBIT D
Waiver of Personal Representative's Commission
~.~."~..,.,.."
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ESTATE OF
JOHN H. MURDOCH, III,
Deceased.
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
INRE:
: FILE NO.
WAIVER OF
PERSONAL REPRESENTATIVE'S COMMISSION
THIS WAIVER is signed and executed, in duplicate, on this ~ day of
Nova.t&~ , 2004, by the undersigned, DAVID McCUNE MURDOCH, as Executor
of the Estate of John H. Murdoch, III.
WHEREAS, John H. Murdoch, III (hereinafter referred to as "the Decedent"), died on
October 20,2004, having first made his Last Will and Testament dated October 1,1999.
WHEREAS, in"Item X of his Last Will and Testament, the Decedent nominated his son,
David McCune Murdoch, to serve as Executor of his estate;
WHEREAS, on November 16,2004, the Decedent's Last Will and Testament was
admitted for probate in the Office ofthe Register ofWilIs in and for Cumberland County,
Pennsylvania, and on that date, Letters Testamentary were issued to David McCune Murdoch as
Executor of the Estate of John H. Murdoch, III;
WHEREAS, the undersigned hereby waives his right to compensation under 20 Pa. c.s.
33537 for serving as Executor of the Estate ofJohn H. Murdoch, 111.
---"-'-~--~"-.~~- -- "'-"1
IN WITNESS WHEREOF, the undersigned as hereunto set his hand and seal the day
and year first above written.
COMMONWEALTH OF PENNSYL VANIA
COUNTY OF 06/.01~
On this, the ;'i 0:- day of n DV('m L 2004, before me, a Notary
Public, the undersigned omcer, personally appeared DAVID McCUNE MURDOCH, known to
me (or satisfactorily proven) to be the person whose name is subscribed to the within Waiver,
and acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~G tA~
tary Public
My ComrmsslOn ExpIres:
NOTARIAL SEAL
JAN E. KERN, Notary Public
North Cornwall Twp.. Lebanon County
My Commission Expires July 7, 2005
ESTATE OF JOHN H. MURDOCH III
Pennsylvania Inheritance Tax Return
Form REV -1500
EXHIBIT E
Documentation of Assets
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ESTATE OF .TOHN H. MURDOCH III
PA Inheritance Tax Return Form REV-1500
Summary of Oil & Gas Lease Royalty Income
2002 Income:
Kansas 1,577.91
Mississippi 23.871.49
Total 2002 Income 25,449.40
2003 Income:
Arkansas 290.59
Kansas 2,205.59
Mississippi 9,790.36
Texas 4.762.80
Total 2003 Income 17,049.34
2004 Income:
Arkansas 173.90
Kansas 2,290.36
Mississippi 8,781.31
Texas 982.87
Total 12.228.44
Total 2002, 2003 & 2004 Income
$54,727.18*
* To be utilized in the calculation of the value of the 0&0 drilling
royalties for P A Inheritance Tax purposes.
Oklahoma - 2002
Oklahoma - 2003
Oklahoma - 2004
9,411.28
26,104.88
24.903.04
Total
$60,419.20
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vanguara - Account tlalance
Page lof!
'-:' ,tons i '-','\I>3icr your VOYd9i.:.f' ~>f;;-'/iC2 teanl
Overview
>> Accoutlts 8& Activity
Portfolio Watch f_ Performance
Statements
Account Options
My ProfUe
r-1,,-por:!f:oJl.Q_~ > At;:~&lll:1:I;Si_~__A_~tlYJty > Historical Balance
Find Holding Balance by Date
Select the holding and the date you'd like to view. Historical balances are available online for the past 18
months. If your holding has a daily dividend, your accrued dividends will be displClyed.
>l:.Requ!red
John H. Murdoch, David M. Murdoch-Joint Account
Vanguard Pennsylvania Tax-Exempt Money Market Fund
0063-09921199457 VPTXX
Date" (mmJddJyyyy)
IPA Tax-Exempt Money Mkl 11
bO/20/2oo4 ~l
Select a holding in this account*
Note This screen only displays mutual fund accounts. Annuity assels are nol included.
Account Balance
As of dale
T olal shares
Share price
T olal dollars
Wednesday, October 20 2004
66,602.560
$1.00
$66,602.56
Accrued Dividends
As of date
Accrued dividends
Wednesday, October 20 2004
$55.4429
Total Valuation
T alai dollars
$66,658.00
@ 1995- 2004 The Vanguard Group, Inc. An rights reselVed_ Vanguard Marketing Corp., Distrib. I~1JlS & CondlliQJ:!~u!LVi~ I Q.P!i.!o..f.L~W
httn,' //t1~H,.,,-hln11.l~nlTllarrf F'FU"'H'\'~ ^ _....!h_~../U......l...l.:_~t ,':_._'';__In_I_.~ --
vanguard - i\ccounll:lalance Page 1 of!
C,_ -,ti()ris:- CDntact your VO\,2ger S~ry;(t' tearn
Overview
l+ Accounts a Activrty
Portfc:Jllo Watch I Performance
Statements ! Ac<:ount Options
My Profile
~,Y.,P.Qf"tf.oJjQ_S > A~_~gVJ)~!?&'_A_cti~~'{ > Historical Balance
Find Holding Balance by Date
Select the holding and the date you'd like to view. Historical balances are available online for the past 18
months. If your holding has a daily dividend, your accrued dividends will be displayed.
*Required
John H. Murdoch, David M. Murdoch-Joint Account
Vanguard Health Care Fund Investor Shares
0052-09921199451 VGHCX
Date'" (mm/ddJyyyy)
jHeallhGare Fund Inv .d
110/2012004 .?~~<l
Select a holding in this account*
NOle: This screen only displays mutual lund accounts Annuity assets are nol included.
Account Balance
As of date
Total shares
Share price
Total dollars
Wednesday, Oclober 20 2004
1,135.570
$118.08
$134,088.11
Accrued Dividends
As of dale
Accrued dividends
Total Valuation
T olal dollars
$134,088.11
C 1995-- 2004 The Vanguard Group, Joe AU rights reserved. Vanguard Marketing Corp., Distrib. I~Lrr~~_Q9m!tiQ1:Ji"QfJl~_e I Q~iQ.P:[~Y~
n1tn.... /lfl~O"chin'l ....on""'.~...rl ................!"\7n A -.....fl.._... ,1l_J.....l..1;__TY~_..._--' - _1~ - t~__
.
6381:l3 A 1 0010 01 01204040- Sl9'J5l ??oo1 A 5.._....
JOHN H MURDOCH
DAVID M MURDOCH JT TEN
4837 E TRINDLE RD STE 302A
MECHANICSBURG PA 17050-3670
Your account number:
MRP Investment Program
~ hem SCUDDER INVESTMENTS
January 1, 2004, through October 20, 2004
Page 1 of 4
How to contact us:
To speak with a representat'rve: (800) 253-2277
To get information, receive help or transact
online: aarp.scudder.com
To hear share prices and yield or to perform
transactions on our automated easy-access line:
(800) 631-4636
accoUnt value
00616703367
account summa
.
Income
GNMA Fund-Class AARP 193-00616703367
30 day net annualized SEe yield on JO/20 was 3.89%
15.25
7,775.326
118,573.72 100.00%
Added together, the amounts in bold in the activity summary equal your
total return for each period.
~imy!fi!~jjiIIi,~~~~{tt~J}~lIli.l!;I,~I!it?ifltili;jIt~
Beqinning market value
Additions
Purchases and other credits
Exchanges into funds
Reductions
Withdrawals
Exchanges out of funds
Fees
Net amount invested
Reinvested dividends
Investment gain/decline
Ending market value 10/20/04
..
IIIIIIIII
'01100"
$117,796.19
+.00
+.00
-.00
-.00
-.00
$117,796.19
+.00
+777.53
=$118,573.72
$114,664.47
+.00
+.00
-.00
-.00
-.00
$114,664.47
+3,644.37
+264.88
=$118,573.72
Mellon Advisor Services
A Division of Dreyfus Service Corporation
Member NASD
November 15, 2004
Mr. David M Murdoch
731 Aspen Lane
Lebanon, P A 17042-9060
RE: John H. Murdoch &
David M. Murdoch
Dreyfus Premier International Growth Fund, Class A
AlC No. 0092-3360054162
Dreyfus Growth and Income Fund, Inc.
AlC No. 0010-3360054162
REF #: 00100537
Dear Mr. Murdoch:
As per your request, the following is a summary of the Date of Death balance for the referenced
accounts.
The balance of the Dreyfus Premier Inti Growth Fund Class A, AlC No. 0092-3360054162, as of
October 20, 2004 was $30,298.62.
The balance of the Dreyfus Growth and Income Fund, Inc., AlC No. 0010-3360054162, as of
October 20, 2004 was $147,006.39.
At Dreyfus, we appreciate the opportunity to service you and your financial needs. If you have
any further questions, please contact one of our knowledgeable Service Representatives at
1-800-445-1854, Monday through Friday, 8 a.m. to 6 p.m. Eastern Time.
/
Correspondent
Investments swh as mutualJimds and al1tIuities: . are not FDIC-insured. are not bank guaratlteed . may lose vallie
Ninth Floor. 144 Glenn Curtiss Boulevard. Uniondale, NY 11556
(800) 445-1854 Office. (516) 338-3140 Fax
~~\'f'~ Ii-~ IA-
h,,-; ",,,
'q-'!1 , N !:" T~ JW
November LO. 2004
David Murdoch
731 Aspen Lane
Lebanon PA 17042-9080
Dear David Murdoch:
We are responding to your request for information about John Murdoch's account with
Fidelity. The table below lists the account holdings and values as of 1012012004.
Fidelity account Z19-168491: JOHN H MURDOCH AND DA VfD M MURDOCH-
WITH RlmffS OF SURVIVORSHIP
Security Description CVSIP Quantity Vnit Value Market Value
FfDELlTY LEVERAGED 316389873 1358.880 $19.88 $27.014.53
COMPANY STOCK
FIDELffY CASH 315994103 0.450 $1.00 $ 0.45
Total Value $27,014.98
We hope this information is helpful. For questions concerning account holdings or
instructions on how to transfer the ownership of the accounts, please call our Inheritor
Services Group at 800-544-0003 between 8:00 A.M. and 6:30 P.M. Eastem time Monday
through Friday or visit our website at wwwJiddit'j.com.
Sincerely.
Fidelity Investments
Our file: WOO3001-07NOV04
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ESTATE OF JOHN H. MURDOCH III
Pennsylvania Inheritance Tax Return
Form REV -1500
EXHIBIT F
Documentation of Paid Expenses
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, P A 17013
MARCH 4, 2005
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication oflegal notices.
TO:
Lowell R. Gates, ESQUIRE
RE:
John H. Murdock, III, ESTATE
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on following dates:
February 18,25, March 4, 2005
Total Amount Due
$ 75.00
$ 0.00
$ 0.00
$ 60.00
-------------
$ 15.00
-----
-----
Advertising Cost
Proof of Publication
Second Proof Request
Payment Received
Payment received February 16.2005
by Beckv H. MorgenthallExecutive Director
~bt patriot-~tW5
Now you know
Order Confirmation
Paver
Paver Account Number
11885
Sales
Order Taker
Order Source
0001257685
rholton
rholton
Fax
Customer
GATES, HALBRUNER & HATCH, P.C
Orderer Account Number
11885
Ad Order
SDecial Pricina None
GATES, HALBRUNER & HATCH, P.C
ATTN: VALERIE LONG,1013 MUMMA ROAD, SUITE
100
LEMOYNE PA 17043 USA
PO Number
ESTATEOF MURDOCH
VALERIE
Ordered Bv
Customer Fax
Customer EMail
Customer Phone 717-731-9600
Paver Phone 717-731-9600
Tear Sheets
o
Proofs
o
Affidavits
1
Blind Box
Promo TVDe
<NONE>
Invoice Text
Ad Order Notes
Materials
Total Ad Cost
$244.26
Pavment Amount
$0.00
Pavment Method
Amount Due
$244.26
Ad Number Ad TVDe
0001257685-0' Legal Liners
Ad Size
:1.0X19Li
Color
<NONE>
Production Method Production Notes
Ad Booker
Run Dates
Product Infonnation
Classification
# Inserts
PNCO: :Full Run
806-Estate Notices
3
2/5/2005, 2/12/2005, 2/19/2005
Run Schedule Invoice Text
ESTATE NOTICELETTERS TESTAMENTARY for the Estate of JOHN H. MURDO cH
2/22120059:51:47AM
1
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November 9, 2004
~1r. David t"r...lrdoch
731 Aspen Lane
Lebanon PA 17042
Services for John H. Murdoch, III
October 26, 2004
Graveside Service
(Professional Services" Use of Facilities & Automotive Equipment)
Casket
Cash Advanced
Certified Copies
Flowers
$
100.00
163.00
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Sl'PER.V1SOR
n:I.F.PHONE
717-7':i7-9tjfjl
$ 3,095.00
$ 2,375.00
$ 263.00
$ 5,733.00
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@ 1995- 2004 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corp., Oistrib. J~[[m_& Condit(QQ?;._Qf Us~ 1 QJttain erosoectus
Register of Wills Cumberland County, Pennsylvania
INVENTORY
Estate of JOHN E. MURDOCH. III
No.
21-04-1043
also known as
Date 01 Death 10/20/2004
Deceased
Social Security No. 073-14-1169
DAVID M. MURDOCH. resldlna at 731 Asoen Lane. Lebanon. PA 17042-9080.
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 of
the Commonwealth 01 Pennsylvania except thai wflich appears in a memorandum at the end of this inventory. I/We verify that the statements
made in this Inventory are true and correct. IN/a understand that false statements herein are made subject to the penalties of 18 Pa, C,S,
Section 4904 reiating to unsworn la/ismcalion to authornies.
Name of
Attorney:
Gates, Halbruner & Hatch, PC
Lowell R. Gates. Esa.
~//i
VI . octl
1.0. No:
1/46779
1013 Mumma Road. Sulle 100
Lemovne. PA 17043
Dated: :JUlVc
Address:
Z.7<lQS
,
Telephone:
1717l731-116oo
Description
Value
1. Multiple Oil & Gas Drilling Leases Royalty Rights located in Arkansas, Kansas,
Mississippi, Oklahoma and Texas.
Value computed on the generally accepted rule of thumb of 3 x the average annual
production:
(Avg per yr) $18,242.00 x 3 = $54,727,00
54,727.00
Additional non-income producing well rights in Colorado, Indiana, Montana and Utah
have no value.
2. State of Oklahoma Department of Revenue
2004 Income Tax Refund
780.00
N
$55.507.00
<'..J
i
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.
09-05-2005
MURDOCH II I
10-20-2004
21 04-1043
CUMBERLAND
101
APPEAL DATE: 11-04-2005
( See reverse side under Objections)
~ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS _
REY:is47-Ex-AFP-ioi:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLONANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN H FILE NO. 21 04-1043 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPlIA~, 1l\~'~I;", OR DISALLOWANCE
OF :.DEIlUeUONS AND'~SSESSHENT OF TAX
. ['
ZCDS S[P ! 3
DATE
I E~'@TE OF
DATE OF DEATH
FILE NUMBER
".,cOUNTY
ACN
""".1
..'I.'
; II
LOWELL R GATES ESQ
GATES ETAL
1013 MUMMA
LEMOYNE
0,1"'C'
'''''I
RD STE 100
PA 17 043
ESTATE OF
MURDOCH II I
*'
REY-1547 EX AFP <06-05)
JOHN
H
TAX RETURN WAS: 1 X I ACCEPTED AS FILED
I CHANGED
DATE 09-05-2005
I~ an assess.ent was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (5)
16. Anount of Line 14 taxable at Lineal/Class A rat. (16)
17. Anount of Line 14 at Sibling rat. (17)
18. Anount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.el Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Int.rest (Schedule C)
4. Kortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Trllnsfers (Schedule S)
8. Total Assets
III
121
131
141
151
161
171
.00
.00
.00
.00
55.507.00
342.347.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. CostsIHisc. Expenses (Schedule Hl
10. u.bts/Hortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
191
1101
18,551. 00
3.697.00
1111
1121
1131
1141
NOTE:
.00 X
355,606.00 X
.00 X
.00 X
00 =
045 =
12 =
15 =
1191=
+
INTEREST/PEN PAID I-I
800.10
AI1IlUNT PAID
24,000.00
DATE
01-18-2005
NutlBER
CD004851
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
sub.lt the upper portion
of this forn with your
tax pay.ent.
397,854.00
?? ?4A nn
375,606.00
20,000.00
355,606.00
.00
16,002.00
.00
.00
16,002.00
24,800.10
8,798.10CR
.00
8,798.10CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
\
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. 1~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE ,IV
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I ~
BUREAU OF INDIVIDUAL,j[mS~T\ rV-r',,,~
INHERITANCE TAX DIVISION' 'L ,/'J' L~<::U if":""':C/:::
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
?ons nr~lr?p ~,' ~ ?"l
.... ~',-, ..,f '..I' _ v r r:,i ,j: '- '"
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-03-2005
MURDOCH III
10-20-2004
21 04-1043
CUMBERLAND
101
JOHN
H
LOWELL RrGATES ESQ
GATES ETAL
1013 MUMMA RD STE 100
LEMOYNE PA 17043
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE
~
RETAIN LOWER PORTION FOR YOUR RECORDS
~
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF MURDOCH III JOHN H FILE NO.21 04-1043 ACN 101 DATE 10-03-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-29-2005
PRINCIPAL TAX DUE: 16,002.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-18-2005 CD004851 800.10 24,000.00
09-12-2005 REFUND .00 8,798.10-
TOTAL TAX CREDIT 16,002.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
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),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
CV
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: John H. Murdoch, III
Date of Death: October 20,2004
Estate No.:
2004-01043
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 00 No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
J. 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 00
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 p3.L-ties in
interest? Yes 00 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk the - , Court and may be
attacbed to this report.//
/] ..
Date: Sept. 16, 2004
/
David M. Murdoch
Name
731 Aspen Lane, Lebanon, PA 17042-9080
Address
717-274-8620
Telephone No.
(1 -, . .
J v ". "~\,j
V, ll_h..l JU uc.
Capacity:
1iJ. Personal Representative
o COlL"1Sel for.personal representative
~
731 Aspen Lane
Lebanon, P A 17402-9080
717-274-8620
September 16, 2006
(. -~\
Ms. Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Cumberland County Courthouse
One Courthouse Square - Room 103
Carlisle, P A 17013-3392
RE: Estate of JOHN H. MURDOCH, III
FILE NUMBER: 2004-01043
Dear Ms. Strasbaugh:
Enclosed please find a copy of the Status Report by Personal Representative (Rule 6.12)
regarding the Estate of my father, John H. Murdoch, III.
:--}
C?
~f:,
\.....;.~::
I am happy to report that the administration of his estate is complete. All bequests have been
distributed, all debts and taxes have been paid, and the remainder of his estate is now vested in
me.
If you should have any questions please feel free to contact me.
Sincerely,
David M. Murdoch
Executor, Estate of John H. Murdoch, III
Enclosure: Status Report Under Rule 6.12 dated September 16, 2006
o
Cf'
Cumoerland Cotinty-=u-RE!giS-L.~Y G! WJ.-I.LS-
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
GATES LOWELL R
1013 MUMMA RD STE 100
LEMOYNE, PA 17043
RE: Estate of MURDOCH JOHN HIlI
File Number: 2004-01043
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/20/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
G~~~
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~
Cumberland County -nRegi~~fter no! . W~Tlsn
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
MURDOCH DAVID MCCUNE
731 ASPEN LANE
LEBANON I PA 17042-9080
RE: Estate of MURDOCH JOHN H III
File Number: 2004-01043
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/20/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~