HomeMy WebLinkAbout06-26-13 1505610105
� REV-1500 �`�02_,,,�F°
OFFICIAL USE ONLY
PA De artment of Revenue Pennsylvania Couny��Code Year File Number
P DEPARTMENT OF REVENUE `7
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601 �J � ,,,� ��g� �
Harrisburg,PA 17128-0601 RESIDENT DECEDENT c�C��� « y�
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDWYY
01152013 D1191932
Decedent's Last Name SufF�c Decedent's First Name MI
MORNINGSTAR DONALD E
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name SufFix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
QX 1. Original Retum Q 2. Supplemental Retum Q 3. Remainder Return(Date of Death
Prior to 12-13-82)
Q 4. Limited Estate Q 4a. Future Interest Compromise(date of Q 5. Federal Estate Tax Retum Required
death after 12-12-82)
Qx 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
Q 9. Litigation Proceeds Received Q 10. Spousal Poveriy Credit(Date of Death Q 11. Etection to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:r�..:
Name DaytirnpTelephone f�ber� �
p c�a
STEPHEN D. TILEY 71? �x3-58� `? ��
��$ ,� �,� =�
OF�I LS U;$� ? Y
r- .� ;�''� C3"y ;:r -'`
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First Line of Address t� t�; r.�,, � �'' �_f`
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Cj C` _,-.� :�::: .�.�
5 SOUTH HANOVER STREE � � s `�= i,�
Second Line of Address � '"� a � �
D � '�
City or Post Office State ZIP Code DATE FILED
CARLISLE PA 17�13
Correspondent's e-mail address:
Under penalties of peryury,I dedare that I have examined this retum,induding accompanying schedules and statements,and to the best of my knowledge and belief,
it i e correct and com ete.Dedaration of re arer other than the rsonal re r+esentative is based on all information of which re arer has an knowled e.
SI TURE OF P RS S E FOR FILING R TURN ATE
� � �
A DRESS
LAURA L. MORNINGSTAR 15 LSON DRIVE CARLISLE PA 17015
SIGN R�T�A�R NTATIVE � T� �
1
ADDR SS
STEPHEN D. TILEY, 5 SOUTH HANOVER STREET� �ARLISLE, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105 �
1505610205
�
REV-1500 EX(FI)
Decedent's Social Security Number
�e�ede�rsName: DONALD E MORNINGSTAR 163-24-9515
RECAPITULATION
�. Reai Estate�scneduie A�.......................................... �. N 0 N E
2. Stocks and Bonds(Schedule B)..................................... 2. 3 3 6 7 3 B.0 0
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)... 3. N O N E
4. Mortgages and Notes Receivable(Schedule D)......................... 4. N 0 N E
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)..... 5. 318 7 2.0 0
6. Jointly Owned Property(Schedule F) 0 Separate Billing Requested....... 6. I,6 714 . 21
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested....... 7, 19 2 7 D 3.0 0
8. Total Gross Assets(total Lines 1 through 7). 8. 5 7 8 O 2 7.21
9. Funeral Expenses and Administrative Costs(Schedule H)................. 9. 213 5 O .0�
; 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)... ..........10. 5 5 5 8 .0 0
11. Total Deductions(total Lines 9 and 10).............................. 11. 2 6 9 O 8 .0 0
12. Net Value of Estate(Line 8 minus Line 11)......... ...................12. 5 51119.21
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which
an ele�tion to tax has not been made(Schedule J)........... ........... 13. 0 •�0
14. Net Value Subject to Tax(Line 12 minus Line 13). .14. 5 51119 . 21
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0 0 1 5. 0 . 0 0
16. Amount of Line 14 taxabfe
at�inea�rate x.0 4 5 5 51119 .21 �s. 2 4 8 0 0 . 3 6
17. Amount of Line 14
taxable at sibling rate X .12 17. � .�0
18. Amount of Line 14 taxable
at collateral rate X .15 �a. 0 .0 0
19. TAXDUE........................................................ 19. 24800.36
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Ox
Side 2
L 1505610205 15056102�5 J
REV-1500 EX(Fq Page 3 File Number
Decedent's Complete Address: 21-13-00145
DECEDENT'S NAME
DONALD E MORNINGSTAR
STREET ADDRESS
18 HENDEL LOOP
CITY STATE ZIP
CARLISLE PA 17015
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 24800.36
2. Credits/Payments
A.Prior Payments 24000.00
B.Discount 1240.02
Total Credits(A+B) (2) 25240.02
3. Interest
�3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fi11 in box on Page 2,Line 20 to request a refund. (4) 439.66
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT.
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred......................................................................................... ❑ Q
b. retain the right to designate who shall use the property transfeRed or its income............................................ � Q
c. retain a reversionary interest............................................................................................................................. ❑ �
d. receive the promise fo�life of either payments,benefits or care?..................................................................... � Q
2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death
' without receiving adequate consideration?............................................................................................................ � ❑
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?............. � �
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contai�s a beneficiary designation?........................................................................................................................ � �
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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For dates of death on or after Juty 1,1994,and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a sunriving spouse from tax,and the statutory requirements for discfosure of
assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
� The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
•� The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is
defined,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1503 EX+(8-12)
pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Donald E. Morningstar 21-13-00145
All property jointiy owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRiPTION OF DEATH
1. Dreyfus Third Century Fund Class Z-See Exhibit"A"
#0035-3360062336
1,655.974 Shares @$11.40 per share 18,878
2. Dreyfus Municipal Bond Fund-See Exhibit"A"
#0054-3360062336
2,634.327 Shares @$11.98 per share 31,559
3. Invesco Global Health Care FUnd=Class A-See Exhibit"B"
#5071316904
604.015 Shares @$32.02 per share 19,341
4. Vanguard Investment Account-See Exhibit"C"
Account No.: 09849215853
Windsor Fund Admiral Shares
1,680.654 Shares @$11.88 per share 89,243
Long-Term Tax-Exempt Admiral Shares
14,959.352 Shares @$11.88 per share 177,717
TOTAL(Also enter on Line 2, Recapitulation) $ 336,738
If more space is needed,insert additional sheets of the same size
REV-1508EX+(0&12) SCHEDULE E
pennsylvania CASH, BA�IK DEPOSITS, & MISC.
DEPARTMENTOFREVENUE PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Donald E. Morningstar 21-13-00145
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Orrstown Bank Checking Account No. 106002878-See Exhibit"D" 2,875
Accrued Interest to Date of Death 0
2. Orrstown Bank CD Account No.4000002157-See Exhibit"D" 10,000
Accrued Interest to Date of Death 6
3. Orrstown Bank CD Account No.4000010341 -See Exhibit"D" 6,321
Accrued Interest to Date of Death 1
4. Bank of America Money Market Savings No.7599-See Exhibit"E" 1,823
Accrued Interest to Date of Death 1
5. 2004 Ford Explorer-See Exhibit"F" 5,333
PA Title No.: 60815052001 MO
6. Cumberland County Veterans Benefits 100
7. Sale of Household Personal Property at Auction-See Exhibit"G" 792
8. Refund-Family HOme Health Care Products 5
9. Refund-CMS Medicare Payrnent '19
10. 'Refund-PA Year 2012 Personal Income Tax 8
11. Refund-US Treasury Year 2012 Personal Income Tax 2,907
12. Refund-Century Link 2
13. Refund-The Sentinel re newspaper delivery 5'�
14. TV Purchased by Laura Momingstar 50
15. Refund-Highmark Blue Shield 813
16. Refund-Highmark Blue Shield 765
TOTAL(Also enter on line 5, Recapitulation) s 31,8.72
If more space is needed,use additional sheets of paper of the same size.
REV-1509 EX+(01-10)
pennsyivania SCHEDULE F
DEPARTMENT OF REVENUE
JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Donald E. Momingstar 21-13-00145
If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. Laura L. Morningstar 15 Nelson Drive,Carlisle, PA 17013 Daughter
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. vALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 1/4/13 PSECU Savings#0163***""'*ID 01 -See Exhibit "H" g,847,50 100.00% 8,847.50
Accrued Interest to DOD
0.55 100.00% 0.55
2. A. 1/4/13 PSECU Checking#0163"*****ID 02-See F�chibit "H" 7,865.83 100.00% 7,865.83
Accrued Interest to DOD
0.33 100.00% 0.33
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
TOTAL(Also enter on Line 6, Recapitulation) � 16 714.21
If more space is needed,use additional sheets of paper of the same size.
REV-1510 EX+(08-09) S C H E D U L E G
pennsylvania lNTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Donald E.Momingstar 21-13-00145
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER T��TE OF TRANSFER.ATfACH ACOPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST "�"'`'""'� VALUE
1. Vanguard Traditionai IRA Account-See Exhibit"I" 192,703 100.00% 192,703
Account No.: 09849215853 0
0
2. PSECU Savings#0163'"'�"*"ID 01 -See Schedule F,Item 1 0
0
3. PSECU Checking#0163'"'*1'�'-See Schedule F,Item 2 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL Also enter on Line 7,Reca itulation a 192 703
If more space is needed,use additionat sheets of paper of the same size.
REV-1511 EX+(10-09) S C H E D U L E H
pennsylvania
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Donald E. Morningstar 21-13-00145
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES: +
1. Cremation Services of PA 1,155
B. ADMINISTRATIVE COSTS:
1. Personal RepreseMative Commissions: 4,500
Name(s)of Personal Representative(s) Laura L. Momingstar
Street Address 15 Neslon Drive
ciry Cartisle State PA ziP 17015
Year(s)Commission Paid: 2013
2. Attomey Fees: 'I4,��0
3. Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.)
Claimant
Street Address
Cit�r State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 454
5. Accountant Fees: 150
6. Tax Retum Preparer Fees:
7. Advertising-Cumberland Law Journal($75.00)&The Sentinel($189.54) 265
8. Haul away and recycle personal property(television) 106
9. Dan Hershey Auction Service,LLC-Sales Commission re household property 277
10. Orrstown Bank-Check Printing Charge 13
11. Register of�Ils-Agent-Filing Fee Inheritance Tax Return 15
12. Register of Will-Filing Fee for Account 415
TOTAL(Also enter on Line 9, Recapitulation) s 21,350
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
pennsyivania SCHEDULE i
DEPARTMENT OF REVENUE DEBTS OF DECEDENTj
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES�LIENS
ESTATE OF FILE NUMBER
, Donald E. Momingstar 21-13-00145
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Comcast 63
2. UGI 53
3. Diakon Lutheran Social Minitries(Cumb. Crossings Retirement Community) 1,508
4. PA Dept.of Revenue-Year 2012 Personal Income Tax 344
5. PSERS-Partial Reimbursement Retirement Funds January 2013 476
6. Erie Insurance Group 14
7. Refund from Erie Insurance Group -21
8. Darryl Guisfinrite, D.O. (Doctor's bill) 109
9. Diakon Lutheran Social Minitries(Cumb. Crossings Retirement Community) 1,387
10. Diakon Lutheran Social Minitries(Cumb.Crossings Retirement Community) 1,390
11. CenturyLink 12
12. UGI 53
13. First Energy Corp. 15
14. UGI 71
15. First Energy Corp. 17
16. UGI 41
17. First Energy Corp. 10
18. UGI 16
TOTAL(Also enter on Line 10,Recapitulation) S 5,558
If more space is needed,insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Donald E. Momin star 21-13-00145
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(a) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include oufight spousai distributions and transfers under
Sec.9116(a)(1.2).]
Laura L.Momingstar,Trustee
�' The Jadelyn D. Momingstar Trust Under Will of Donald E. Momingstar granddaughter 50%
15 Nelson Drive,Carlisle, PA 17015
Laura L. Momingstar
2' 15 Nelson Drive,Carlisle, PA 17015 daughter 25%
Bronly E. Momingstar
3' 68 Mountain Lane, Newburg, PA 17240 son 25%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON�INES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. � O.00
If more space is needed,use additional sheets of paper of the same size.
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LAST WILL AND TESTAMENT
OF
DONALD E. MORNINGSTAR
:
I, DONALD E. MORNINGSTAR, of 218 Three Square Hollow Road, Newburg,
Cumberland County, Pennsylvania, 17240, make, publish, and declare this to be my Last Will and
hereby revoke a11 Wills and Codicils previously made by me.
ITEM I. I direct my Executrix hereinafter named to pay a11 of my just debts and
funeral expenses and the costs of the administration of my estate as soon as practicable after my
death.
ITEM II. I direct my Executrix hereinafter named to sell, at public or private sale and
for whatever price is deemed advisable, my home located at 218 Three Square Hollow Road,
Newburg, Cumberland County, Pennsylvania, 17240, together with any and all personal and
household goods, and i further direct that the proceeds of said sale or sales become part of my
residuary estate. �
ITEM III. I direct my Executrix, hereinafter named, to sell at public or private sale and
for whatever price is deemed advisable any automobiles owned by me at my death, and i further
direct that the proceeds of said sale or sales become part of my residuary estate.
ITEM IV. All the rest, residue, and remainder of my property and estate of every kind
and nature and wheresoever situate, including all lapsed legacies and bequests, and including any
property over which I may have a power of appointment at the time of my death, I give, devise, and
bequeath as follows:
Document#:210635.1
A. One half share to my granddaughter, JADELYN D. MORNINGSTAR or her
issue,per stirpes. If Jadelyn D. Morningstar predeceases me, and without issue, then I give,
devise, and bequeath said share in one half part to my daughter, LAURA L.
MORNINGSTAR of Carlisle, Cumberland County, Pennsylvania, and one half share to my
son, BRONLY E. MORNINGSTAR, of Harrisburg, Dauphin County, Pennsylvania,
Pennsylvania, absolutely and forever.
B. One quarter share to my daughter, LAURA L. MORNINGSTAR, or her
issue, per stirpes. If Laura L. Morningstar predeceases me, and without issue, I give,
devise, and bequeath said share to my granddaughter, JADELYN D. MORNINGSTAR, or
her issue per stirpes.
C. One quarter share to my son, BRONLY E. MORNINGSTAR, or his issue,
per stirpes. If Bronly E. Morningstar predeceases me, and without issue, I give, devise, and
bequeath said share to my granddaughter, JADELYN D. MORNINGSTAR, or her issue per
stirpes.
ITEM V. All estate, inheritance, legacy, succession, or transfer taxes, including any
interest and penalties thereon, imposed by any domestic or foreign law with respect to all property
taxable under such laws by reason of my death,whether or not such property passes under this Will,
by operation of law, by contract, or otherwise, shall be paid without any right of reimbursement
,
from any recipient of any such property, without any right of apportionment, and without
postponement.
ITEM VI. Should any person entitled to a share of my estate be a minor at the time of
distribution to him or her, and should the value of such property be more than the amount which
may be paid or delivered to him or her or in his or her behalf without the appointment of a guardian
Document#:210635.1 Page 2 of 4
'�.
or other fiduciary or the delivery of security, such share shall be paid and distributed to my Trustee
hereinafter named to be held IN TRUST and managed, invested, and reinvested, together with the
accumulation of income thereon, if any, and the Trustee shall use and apply from time to time such
portion of the income and principal thereof as it deems necessary or desirable for the minor's
reasonable maintenance, support, and complete education, including preparatory, college, post-
graduate, or professional training, or to make such payment for such purposes to the guardian or
person with whom such minor resides or directly to or for the benefit of the minor without further
responsibility to such minor or any person taking care of such minor, and when such minor attains
the age of twenty-one (21) years, any principal or income not so paid or applied shall be distributed
to such minor, or if he or she dies prior thereto,to his or her personal representative.
ITEM VII. In addition to the powers granted by law, my personal representative shall
have the following powers:
A. To sell at public or private sale,to exchange,to lease,to pledge,to
mortgage,to transfer, or convert or otherwise dispose of, or grant options with respect to any
and all property, real or personal, at the time forming a part of my probate or trust estate, in
such manner, at such time or times, for such purposes, for such price or prices, and upon
such terms, credits, and conditions as shall be deemed advisable or necessary under the
circumstances.
,
B. To compromise any claim or controversy.
C. To invest in all forms of property without being limited to legal investment.
ITEM VIII. I nominate and appoint my daughter, LAURA L. MORNINGSTAR, as the
Executrix of this my Last Will, but in the event that she predeceases me, fails to qualify, or ceases
to act, I nominate and appoint my son, BRONLY E. MORNINGSTAR, as Executor of this my Last
. Document#:210635.1 Page 3 of 4
�
Will. My Executrix or Executor, as the case may be, will serve without bond for the faithful
; performance of duties in any jurisdiction.
ITEM IX. I nominate and appoint LAUR.A L. MORNINGSTAR as the Trustee of all
trusts created by this my Last Will, to serve without bond for the faithful performance of duties in
any jurisdiction. Should Laura L. Morningstar predecease me, I nominate and appoint BRONLY E.
MORNINGSTAR as the Trustee of all trusts created by this, my last Will, to serve without bond for
the faithful performance of duties in any jurisdiction.
IN WITNES S WHEREOF, I hereunto set my hand this 3 day of
, 2001.
�
�� �
DONALD E. MORNINGST
The preceding iristrument, consisting of this and three (3)typewritten pages, was on the date
thereof signed, published, and declared by DONALD E. MORNINGSTAR, the Testator named
therein, 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.
Witnesses:
��
C � � � ��r�c.r� � ,
Name Address
Name Address
�
Document#:210635.1 Page 4 of 4
COMMONWEALTH OF PENNSYLVAIVIA :
: SS
COUNTY OF �'
j��-�rPe�'l.v �
.
. ACKNOWLEDGEMENT
We, the undersigned witnesses 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; that he signed willingly and the he
executed it as his free and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of tl�e Testator signed the Will as witnesses and that,to the best of our knowledge,
the Testator was at the time eighteen (18) or more years of age, of sound mind and under no
constraint or undue influence.
SWORN or affirmed to and acknowledged before me by the above name witnesses this
3�_ day of ����� ,2001. �
� � .
�
,
Notary Public
My Commission Expires:
NOTARIAL SEAL
CAROL A. LYTER,NOTARY PUBLIC
, (SEAI.,� Harrisburg,Dauphin County
My Commission Expires Dec.28 2004
Document#:210635.1
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A I��rY M.e11on Com�any��
February 25, 2013
FREY&TILEY
ATTORNEYS AT LAW
ATTN STEPHEN D TILEY
5 SOUTH HANOVER ST
CARLISLE PA 17013
RE: �Dreyfus
Accounts and 0035- 2336, 0054-�s:XX��XX2336
Registration: DONALD E MORNINGSTAR
Reference Number: 9599629939/3226024
Dear Attorney Tiley:
Thank you for contacting Dreyfus Shareholder Services.
We would like to confirm that all documents submitted by the Executrix,Laura L. Morningstar,
were received in good order and the requested redemption was processed on February 19,2013.
As of the close of business on January 15,2013,the above referenced accounts were valued as
follows:
Account Number Share Balance NAV Price Per Share Market Yalue
0035-XX�;��XX2336 1,655.974 $11.40 $18,878.10
0054-X��:X��:XX2336 2,634.327 $11.98 $31,559.24
At Dreyfus,we appreciate the opportunity to assist you. If you have any further questions,please
contact one of our Service Representatives at 1-800-645-6561, Monday through Friday, 9 a.m. to
6 p.m. Eastern Time.
Sincerely,
Jo-Anne Morse
Shareholder Services Specialist III
�:�����
fnVeS�►� Invesco Investment Services, Inc.
PO Box 219078
Kansas City, Missouri 64121-9078
www.invesco.com
February 26, 2013
STEPHEN D TILEY
FREY &TILEY
5 SOUTH HANOVER STREET
CARLISLE PA 17013
Correspondence ID: 00819346
Dear Mr. Tiley:
Thank you for doing business with Invescos"'. We recently received the enclosed request regarding
Donald Morningstar's individual account number 5071316904.
As of January 15, 2013, the Invesco Global Health Care Fund - Class A (1551) in this account had a
balance of 604.015 shares with a market value of $19,340.56 at $32.02 per share at net asset value.
Please know that we transferred all shares into an estate account for tax reporting purposes and
then, redeemed the estate account on February 20, 2013, as of February 19, 2013. A check for the
proceeds was sent to the following address:
ESTATE OF DONALD E MORNINGSTAR
C/0 STEPHEN D TILEY
5 S HANOVER ST
CARLISLE PA 17013-3307
Account number 5071316904 now has a zero share balance and reflects a closed status.
Please reference the Correspondence ID listed above on any future inquiries regarding this request.
If you have any questions regarding the above information, please call one of our Client Services
Representatives toll free at 1-800-959-4246 from 7:00 A.M. to 6:00 P.M. Central Time. We wfll be glad
to answer any questions you may�have.
Sincerely,
��a^t""��,}�•�.�---
Christina Winslow
Correspondence Representative
Enclosure(s): Copy of Request
�����
r
Vanguard�
P.O. Box 2600
February 15, 2013 Valley Forge, PA 19482-2600
www.vanguard.com
STEPHEN D TILEY
FREY & TILEY
5 SOUTH HANOVER ST
CARLISLE PA 17013
Re: Estate of Donald E. Morningstar
Dear Mr. Tiley:
We are responding to the letter we received requesting a valuation of Donald E.
Morningstar's Vanguard accounts as of January 15, 2013. The information
requested is included on the enclosed account value reports.
If you have any questions, please call Vanguard Voyager Services0 at
800-284-7245. You can reach us on business days from 8 a.m. to 10 p.m. and on
Saturdays from 9 a.m. to 4 p.m., Eastern time.
Sincerely,
Retail Investor Group
Vanguard
. �tj
Enclosure(s): **Donald E. Morningstar Individual Account Value Report
**Donald E. Morningstar Traditional IRA Account Value Report
52263118
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Donald E.Morningstar
C/O Laura L Morningstar Voyager Services:800-284-7245
15 Nelson Drive
Carlisle,PA 17015 Total report value: $267,234.39
(Total repo�t value inGudes any accrued dividends.)
,!t ti��.�x��t�F :� �rk;���� `�'. �r � �� — -"?'� � � � ::�:4 kd7 6 j� �.t�., �?ra
� -u� -�Na�ne ,.. Furiri&A�counf� :Date - � � - Pni�P r'!K � �s�� �{f�
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�` �:��a ;C�$ s � '�' �t.� i, i ��,:, �T. ��r �YI, i..rc� t�h�._ �h� Y� �.�'{'r.;:
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Windsor Fund Admiral 5022-09849215853 11/04/2010 1,680.654 $53.10� $89,242.73 -
Long-Term Tax=Exempt Adm 0543-09849215853 12/12/2008 : 1,4;959.362 $11.88 :$177;7171.0 ;$274.56
Totals �266,959.83 a274.56
*Doesn't include accrued dividends.
0030593785 02/15/2013 14:08:57
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BA�TK
A Tradit�'on of Excellence
February 15,2013
Frey&Tiley Attomeys At Law
Stephen D. Tiley
5 South Hanover Street
CarlisZe, PA 17013
Fax:243-6441
Re: Estate of Donald E. Morningstar
Social Security Number
Date of Death 1/I S/2013
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE
FOLLOWIl�TG ACCOUNTS VPITH ORRSTOWN BANK:
CHECKING�lCCOUNT
Account No.- 106002878
Account Type- 50+ Interest Checking
Date Opene�- 9/15/2003
Joint Account(name/date)- No
Balance- $2,875.3 5
Accrued Interest- $0.01
CERTIFICATE OF DEPOSIT �
Account No.- 4000002157
Account Type- 3 0-3 5 Month Income CD
Date Opened- 9/15/2003
Joint Account(name/date)- No
Balance- $10,000.00
Accrued Interest- $5.94
���P�'"�w'
;
2695 Philadelphia Avenue • Chambersburg, PA 17201
#
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Account No.- 4000010341
Account Type- 06-11 Month Grovvth CD
Date Opened- 5/16/2006
Joint Account(name/date�- No
Balance- $6,320.75
Accrued.Interest- $1.34
Best Regards,
�C
� �
�ll R.worthingtott
Deposit Processing Clerk �
����'�
l��:r�k�f A�eri�c�''�'�
March 21, 2013
Frey&Tiley
Attorneys At Law
5 South Hanover Street
Carlisle PA 17013
Regarding the estate of: DONALD E MORNINGSTAR
Dear Stephen D Tiley:
Thank you for contacting us regarding the estate of DONALD E MORNINGSTAR.
Please find the financial information you requested on the account(s}held in the name of the above
referenced decedent as of the date of death of 1/15/2013:
;
De osit Accounts:
��:����n.�'�: ,�.`R. { `,:: �u��er ; : .:' M .��c�uu�3����� : z �
,.F . .. . _ .. .
_ . . �... � � ..: _
:.. �::„ : ,. _
' Money Market Savings 7599 Balance at date of death: $1,822.93
Accrued interest: $.84
Status: Open 10/28/02
Title: DONALD E MORNINGSTAR
Please also be advised that no Safe Deposit Box was found.
If you need additional assistance, such as obtaining statement copies or closing accounts,please mail
your written request to our legal correspondence center at the address below:
Bank of America
Enterprise Estate Unit
PO Box 982238
El Paso, TX 79998-2238
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D�!►N HERSHEY AUCTION SERVICE LLC
�
790 West High Street '
Carlisle,�PA 17013
(717) 532-4647
Steve Ege 717-385-5438 Cell • Chris Bream 717-226-1920 Cell
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SELLERS NAME��.... ,�. :�� ,!-�► �,�i �~ � r� �:- � � �� , ���' r, �s DATE ..3 �� l ..�'
ADDRESS ,l �.���,s�c�r-7 ��t ��.. . �`.� ���� •t.�}„� �-', �� � .�- PHONE �/�3 .� .5' '
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OTHER �c, � r �''r� � ' �- � AUCTIONEER % ��
AUCTI ON DATE/LOCATI ON �'~ ,�� .���.;� � �t� �' CLERK %
�
. �� DESCRII'TION OF MERCHANDI E� �
_ ��;�` {"��� �� 1 �/.�r � ,_�i , f j� �+t �,1 �/!
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I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is &grouped as necessary to obtain bids. I certify that I am the owner or authorized representa-
tive of the merchandise, goods and/or property and have good title and the right to sell and that they are free
from all i�cumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the purchaser. I agree to hold harmless the Auctioneers agai,,�st any claims of the nature referred to in
thi eeme . Tras fee applied if applicable. ;� ., .�"��,
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AUCTION SIGNATURE ° SE LERS SIGNATU E ,
� . � � ��,
Total Sales (Clerking Tickets Attached) $ � �.
- ��-
Less Sale Expense:
�- � �. ,�
i % Commission Auctioneer $ �� �•
,
% Commission Clerks $ '
OTHER: _
TOTAL SALE EXPENSE DEDUCTED $ -
�,. ��,
F {
SELLERS NET $ ....i � � � � �
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}AU T CJN SI ATU E �.��
� _
OO
02/15/2013
Frey&Tiley
Attorneys at Law
Stephen D. Tiley, Attc�rney
5 S. Hanover St.
Carlisle,PA 17013
��: D�3i�TAi.�E ivlOFci�Tli�iGSTAR,Deceased.
PSECU Reference#4887954576235
Dear Attorney Tiley:
The above referenced person has an account with PSECU which was opened on July 15,
1979. The Share accounts were jointly held by DONALD E MORNINGSTAR and LAURA
L MORNINGSTAR with right of survivorship. Laura L. Morningstar was added as a joint
owner on January 4,2013
The following are the Date of Death Balances for DONALD E MORNINGSTAR's account
with PSECU:
Account Date of Death Balances Interest—January 1-15
(S1) Savings $8,847.50 $0.55
(S4)Checking $7,865.83 $0.33
The joint owner needs to close the decedent's account with PSECU at the earliest
convenience.
If you have any questions,please contact me at(717)234-8484 or toll-free at(800)237-
7328,press 6, extension 3120.
Sincerely,
,
r
�tt- � y�
Sandy F �� ley � ��
Member Service Representative
PSECU
��t��`���
Pennsylvania State Employees Credit Union
1 Credit Union Place,P.O. Box 67013, Harrisburg, PA 17106-7013 • 800.237.7328 • »psecu.com
THIS CREDIT UNION IS FEDERALLY INSURED BYTHE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.
f���q
Page > 1 of 1
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Donald E.Morningstar
C/O Laura L Morningstar Voyager Services:800-284-7245
15 Nelson Drive
Carlisle, PA 17015 Total report value: $192,703.19
(Total report value includes any accrued dividends.)
, � Name"�` "' ; �� 4 , .:- , : , `' �� .
. . ,
�:Fand&Accounf � <Date �. Price"Per ; - �' Accrusd '
� : ,. - ., 8*.
- ° Number Opened.
; � :
_ �.r : , �. . . . _ , ._ .. .
;'Shares ,'� Share �Valu pividends.:'
, , , . _ _
.. . .. . . . . . ,
. ,. . ..
„ , . �_.... .. .
, : _
STAR Fund 0056-09849215853 02/11/1988 9,072.655 $21.24 $192,703.19 -
Totals �, `�192,703.T9 �0.00
*Doesn't include accrued dividends.
Exhibit "I"
0692660995 02/15/2013 14:09:09
.�