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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 I I I 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 fo- Z UJ C UJ () UJ C 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 w ... :!Ul ,,>< "-0 00 ,,-' "-" "- " [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 >- Z W C Z o .. U> W 0: 0: o " 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) o 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 o 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) o ;:: " ... ::> "- :i o o >< " ... o , .0 9--(15) , .0 45 (16) x .12 (17) x .15 (lB) (19) o 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) o 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 o o 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 []I []I []I UI og [Jg 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:-- ' L-/ _ ...-' )~"""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. /( - .J,,/ " (~I rl"i 'c" fr r ~-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 / -~- _.:.< --; ....u_ --J-.. v / . ;::~~.~_~Z?:.-/ WITNESS /; .~ {-/I~ .-- ___ '-----::/ ~ // ./ L--~F ~ /")7 _ J.. ./ / / C--~--;.-~c...-L=--_'- 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 ~.~."~..,.,.." ~-'~. ',~-:, ...."....,. -".j ; ;:'::~:: - _.....:;.-, -., > - - - '.- '-', .- .' -'-,...c'-: ','.. _......-._....<.,.-.. ; '..- - _:..--~~~:,-~~_:-._..:.;::,--'-..:.:;;>-,..;:.,~~"'-,-"-~'-. .-~. .:_--' '-'--."..' ..... --- "-',- . - . . -,"-, .'-' ','-, '-:':."'.- ~- ._---_._~_._.-<--------_._.~.._- 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 '" - t' 1 . 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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. 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'-:' ,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. 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III <g N So '" - ~ ~CD ~'~ <. 0 ~.2 ~ ~i 0"0 ~~ "" -" (6""13 "13 :::l. :;!.~ %'0 tO~ O\'l. ~~ ....' 0' tg ~ 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. 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'__"~V<:~~. 9 ,,",~.''''~-~~~~~~{,:,'' ~llrn" 'c"1f~" .... '~.,' 1'11'1' c ~'I'Ir,I~'~-:~ ,', '-;o.'~'~ f'.' ,-,:~.s ',r- I,' ~;-t '_~." \:;~lfl','J ~;"i~,;,I"'fl~~': 1~~~":~'~~;';..~~~.1.~ .:~~~:. ,. MYERS,HARNER FUNERAL HOME, INC 190.1 ,\IM{HT STRF:F1 P,O, ROX l~ll CAMP HILL. PJiNNSYL\'.-\NI.... 1 i011 tOCA!..!.\' OWNF,D /\:\D QPf.,RXTU) 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 Total due within thirty days, please: --:0(:1.,; d C L:tb I DOS ll/I'7/01- R013ERT H. l.fAR\"ER Sl'PER.V1SOR n:I.F.PHONE 717-7':i7-9tjfjl $ 3,095.00 $ 2,375.00 $ 263.00 $ 5,733.00 V........,..,,!I'Jt..ltCll. f..E..""" ......f ...dll r... JOHN H U URDO<;H " I)A1IID ItI IolUAOO<;H .rrTENWAOS ~1 t 1'AINllU R), sm.__ ueCHAHlC_ PO '105Q.>o'IO "....=.-.,..... 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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 ~