HomeMy WebLinkAbout02-0321 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Anqeline E. Morrison No. _~_.~-Oil_ --~ I
also known as To:
Register of Wills for the
, ,, _ Deceased. County of Cumberland
Social Security No. ~ ' -" ~' - ~' · , --' ~ ~S'46;.. og"~'ff Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
in the last will of the above decedent, dated July 6: 1984
and
in the
codicil(s) dated
named
,19__
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h__ last family or principal residence at
504 Reed Str, Carlisle, PA
(list street, number and muncipality)
Decendent, then 78 years of age, died March 25 , ~ 2002,
at Car!i_~!e, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(lf not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
request(s) the probate of the last will and codicil(s)
testamentary
Itestamentary; administration c.t.a.; administration d.b.n.c.t.a.)
=5:5
.......... Morrison
P.O. Box 195
Cnmp'l-nn; MB _?0fi)7
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA -~
COUNTY OF CUMBERLAND ~ ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
LAST WILL
21-2002-321
I, ANGELINE E. MORRISON, of Carlisle, Cumberland County,
Pennsylvania, declare this to be my Last Will and revoke any wills
previously made by me.
I. I devise and bequeath the residue of my estate, of
whatever nature and wherever situate to my children in equal shares.
II. I appoint my son, John H. Morrison, to be Executor
of this my Last Will.
III. I dmrect that my Executor need not file bond in
this or any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this my Last Will this /m~ day of July, 1984.
(SEAL)
The preceding instrument consisting of this one page was
on the date thereof signed, published and declared by Angeiine E.
Morrison to be her Last Will, in the presence of us, who at her
request, in her presence and in the presence of each other, have
subscribed our names as witnesses hereto.
../ (,: / , ..
21-2002-321
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
SHIRLEy, P CLEVENGER
(each) a subscribing witness to the~ presented herewith, (each) b~g duly qualified according to
law, depose(s) and say(s) that ~'h.e was ,/ present and saw
Angeline E. Mor~ison ..... ,
the testat, or ., sign the same and that -she / signed as a witness at the
request of testator in h or presence and (in [he.'Presence of each other) (in the presence of the
other subscribing witness(es)). ×.
Sworn to or affirmed and sub.s.~rtbed be.f. oe~ ",
me this ~ --" ,d~ay of ',,, (Name)
/" tAd&ess)
' Regbter
(Name)
(Address)
21-2002-321
REGISTER OF WILLS OF CUMBERLAND :~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
FRANCES H. DEL DUCA
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
she is familiar with the signature of__~n~eline E. MorrisQD
codicil
testat r±x of (one of the subscribing witnesses to) the
presented
herewith
and
codicil
that she believes the signature on the will is in the handwriting of
to the best of her knowledge and belief.
Sworn to or affirmed and subscribed before (~'~ . ,~'~
me this 2 6 t h day of ' ~a~
-- ~erch . ~ ~9~02 /(J ~
MARY ~. LEWIS ' Registe~ ~~'
(Name)
(Address)
21-2002- 321
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
SHIRLEY P. CLEVENGER
codicil
(each) a subscribing witness to the(~presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that she was present and saw
Angeline E. Morrison
the testat or
request of testat
other subscribing witness(es)).
sign the same and that she signed as a witness at the
or in h er presence and (in the presence of each other) (in the presence of the
Sworn to or affirmed and subscribed before
me this 28th day of
/ ~%~ March ~9x2002
Register
(Name)
(Address)
REGISTER OF WILLS OF
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
testat__ of (one of the subscribing witnesses to) the will presented herewith and
codicil
that believes the signature on the will is in the handwriting of
testat believes the signature of the will presented herewith and that
codicil
believes the signature on the will is in the handwriting of
to the best of knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19~
Register
(Name)
(Address)
(Name)
(Address)
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Angeline E. Morrison
Date of Death: March 25, 2002
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court 3Rules was served on'or mailed to
the following beneficiaries of the above-captioned estate on
4/2/02
Name
John H. Morrison
Address
P.O. Box 195, Compton, MD 20627
Debra Gilliam
306 Scotts Manor Dr., Glen Burne, MD 21061
Gary Mottison
3500 Ciniza Dr., Galup, NM 87301-4519
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: 4/2/02
Signature
Name Frances H. Del Duca
Address 10 W. High St.
Carlisle, PA 17013
Telephone( ~17-249-1323
Capacity:__ Personal Representative
x Counsel for personal
representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 001233
DEL DUCA FRANCES H
10 W HIGH STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 206-16-0994
FILE NUMBER: 2102-0321
DECEDENT NAME: MORRISON ANGELINE E
DATE OF PAYMENT: 05/30/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/25/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,900.00
REMARKS:
TOTAL AMOUNT PAID:
FRANCES H DEL DUCA ESQUIRE
$1,900.00
SEAL
CHECK# 102
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
I--
Z
IJ.I
I.U
o
z
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, 280601
HARRISBURG, PA17128-0601
REV - 1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Morriso;~. Angeline E.
DATE OF DEATH ] DATE OF BIRTH
I
March 25, 2002 I June 14, 1923
IF APP[ICABLE) SURVIVING SPOUSE=S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~. Odginai Return
4. Limited Estate
6 Decedent Died Testate (Attach copy of Wtll)
9 Litigation Proceeds Received
FILE NUMBER
21 I 02
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
206-16-0994
0321
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH
THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
2, Supplemental Return L--.] 3, Remainder Return (a.~
4a. Future Interest Compose (date ofdealh alt~r t2-12-82) L----] 5. Federal Estate Tax Return Required
7. Decedent Maintained a Living Trust t~ a copy of 'r~t) L-,-J 8, Total Number of Safe Deposit Boxes
10. Spousal Poverty Credit (date of ~h ~etw~en 12-31-9~ end 1-1-g5) I I 11. Election to tax under Sec. 9113(A)
I I (A.a~ Sch o)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME
Frances H Del Duca
FIRM NAME (If Applicable)
TELEPI-iONE NUMBER
717-249-~, 323
t, Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mort~cages & Notes Receivable (Schedule D) (4)
5. Cash: Bank Deposits &Misc. Personal Property (Schedule E) (5)
6, Jointi? Owned Property (Schedule F) (6)
[ ~ Separate Billing Requested
7, Inter-Vivos Transfers & Misc. Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Deb[s of Decedent, Mortgage Liabilities & Liens (Schedule I) (10)
11. Totel Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11 )
COMPLETE MAILING ADDRESS
10 West High Street
Cadisle, PA 17013
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
$0,00
? $0,00
$0.00
$0,00
$42,274.44
$7,592.43
$0.00
OFFICIAL USE ONLY
(8)
$3,778,63
$0,00
$49,866.87
(11) $3,778.63
(12) $46,088.24
(13) $0.00
(14) $46,088.24
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Am~;~u nt of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (aX1.2)
16, Amc~mt of line 14 taxable at lineal rate 46,088.24
17. Amc~unt of line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
20.[----'--]
x (15) $0.00
x 4.5 (16) 2,073.98
x .12 (17) $0.00
x .15 (18) S0.00
(19) 2,073.98
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
504 Reed Street
CITY
Carlisle
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spo=~sal Poverty Credit
B. Prior Payments
C. Discount
(1)
Interest/Penalty if applicable
D. Interest
E, Penaity
1,900.00
102.74
Total Credits (A + B + C)
(2)
Total Interest/Penalty (D + E) (3)
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 requeat a refund (4)
If line I + line 3 is greater than line 2, enter the difference, This is the TAX DUE. (5)
A Enter the interest on the tax due. (5A)
B. Enter tile total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS
Yes No
Did decedent make a transfer and:
a, retai~) the use or income of the property transferred;
b, retain the right to designate who shall use the property transferred or its income;
c. retai~ a revisionary interest; or
d. receive the promise for life of either payments, benefits or care?
2, If death occurred on or before December 12, 1982, did decedent within two years
preceding death tra. nsfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4, Did decedent own an individual retirement account, annuity, or other non-probate property?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES~ YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
2,073.98
2,002.74
$o.0o
$0,00
71.24
71,24
Under penalties of [oerjury, I declare that I have examined this return, including accompanying schedules and stetemenls, and to the best of my knowledge end belief, It is true, con'ect, and complete,
Declaration of p~eparer other than tt~ personal representative is based on all the information of which preparer has an}' knowledge.
SIGNATU~-~S~~OR FILING~RETURN
ADDR~ .
$,GNATURFS OT"ER T"AN ?P, SENTAT'¥
DATE
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116
(a) (1.1) (ii)]. The statute does no exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax
return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72
P.S. §9116(a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1,3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF ^ngeline E. Morrison FILE NUMBER 21-02-0321
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must
be disclosed on Schedule F.
iTEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1, M & T Bank
2672021728 -4,868.15 w/no accrued interest
15004200075924- 19,997.86 plus accrued interest of 8.14
25004920097133 - 800,87 plus accrued interest of .68
First Union National Bank
IRA - Great West Life & Annuity Co. #2574100603252 - 9,461.22 plus intamst of 148.22
Automobile -'96 Geo Metro
Refunds Apartment
Erie Insurance - renters
auto
EE Bonds - redemption value
Rowe's - furniture sale
capital Blue Cross - refund
4,868.15
20,0O6.00
801.55
9,609.44
3,000.00
400.00
107.00
80.00
2,974.40
250.00
177.90
TOTAL (Also enter on line 5, RecapitulationI $42,274.d~.
(If more space is needed, insert additional sheets of the same size)
R S,OE.TO"OED"" I sCHEDULE F /
ESTATE OF Angeline E. Morrison
If an asset was made '~ 'ear of the decedent's date of death, it must be reported on Schedule G.
~ELATIONSHIP TO DECEDENT
SURVIVING JOINT TENANT(S) NAME ADDRESS ----'-"-'- ~'~hter
A. Deborah Morrison Gilliam ~ Scotts Manor
Glen Burne, MD 21061
Son
B. John H. Morrison P.O. Box 195
Compton, MD 20627
C. Gary Morrison 3500 Ciniza Dr.~on
Galup, NM 87301-4519
JOINTLY-OWNED PROPERTY:
ITEM
NUMBE
R
DESCRIPTION OF PROPERTY
Include name of financial institution and bank account number or simiiar identifying
number. Attach deed for jointly-held real estate.
) First Union National Bank #247412041080601
;ID First Union National Bank #247412064102356
:US Savings Bonds
Series E - redemption value
Series E - redemption value
Series E - redemption value
-- ~'ATE OF DEATH
VALUE OF ASSET
2,440.29
5,433.46
3,893.84
3,010.40
4,343.72
DECD'S
.NTEREST
TOTAL (Also enter on line 6, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
'-'~TE OF DEATH
VALUE OF
DECEDENT'S
INTEREST
610.08
1,358.37
1,946.92
1,505.20
2,171.86
$7,592.43
ESTATE OF An
Debts of deceden_~
coM. o oF. SCHEDULE H
_ ADMINISTRA~
~eline E. Morrison -"-'--'--' AMOUNT
ITEM
NUMBER
A.
1.
5.
6.
7.
must be re orted on Schedule I.
DESCRIPTION
~"0NERAL EXPENSES:
All Saints Cemetery
Queen of the Most Holy Rosary Church
Funeral meal
~,DMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Secudty Number(s) / EIN Number of Personal Representative(s)
Street Address State Zip
City "
Year(s) Commission Paid:
Attorney Fees FRANCES H. DEL DUCA
Family Exemption: (if decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address State Zip
C~ty
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Leon Kauffman - rent
Sprint
PP&L
UGI
Reserve
TOTAL(Also enter on I1~
(If more space is needed, insert additional sheets of the same size)
350.00
100.00
549.25
1,800.00
77.00
450.00
64.43
29.58
158.37
200.00
$3,778.6~3
........ rison ~
ESTATE OF Angellne ~-. w~u~ [~~ r~P..FIVING PROPERTY RELATIONSHII" lU u,-~,.~,
~~ r~=~,=,v, .......... Do Not List Trustee(si O~"~'~TE
NUMBER I .... ~
~i~s) Son one-third
1. John H. Morrison
P.O. Box 195
Compton, MD 20627
Deborah Gilliam
106 Scoffs Manor Dr.
;len Burne, MD 21061
;ary Morrison
3500 Ciniza Dr.
Galup, NM 87301-4519
Daughter
one-third
one-third
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV
1500 COVER SHEET ~
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING
MADE
$ 0.00
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
B I L L O F S A I._ E
ANi;-~ELINE E. MORRISON (JOHN MORRISON ("Seller"> for $ 3000.00
does hereby sell,, assign~ to GARY & REBECCA MORRISON
("Buyer") the following property,:
96 GEO~ V~N~ 2C1MR229XT672'7248
Seller warrant~ that the prope~*ty is being trans'Ferred to Buyer
'Free 8nd clear of any lien~ and encumbrances.
't'his 'bransfer is effective as of 04/05/2002.
(JOHN MORRISON
........................ .....
..... '*~f"n and subscribed to before
on
04/05/2_002.
NOTARIAL SEAL ' '
DA~ M. 8HUGHAR~ NotaM Pubic
Carlisle, Cumberland Coun~
My O~mtssion Expire8 No~ 28, 2002
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Leoal Notices
1 of 1 4/1/2002 9:19 AM
First Union National Bank
Attn: Account Verifications
P O Box 40028
Roanoke VA 24022-7313
Reference ID: 247073
April 3, 2002
FRANCES H DEL DUCA
ATTORNEY AT LAW
TEN WEST HIGH STREET
CARLISLE, PA 17013-2922
SUBJECT:
Verification / Confu'mafon of Account and Balance Information provided for:
ANGELINE E MORRISON
Date of Death: March 25, 2002
Accoum Account
Type Number
CERTIFICATE OF DEPOSIT 247412041080601
LEGAL TITLE: ANGELINE E. MORRISON
ITF
DEBORAH MORRISON AND JOHN MORRISON AND GARY MORRISON
Deposit Account Information
Date of Death Average Date Maturity
Balance Balance* Opened Date
$2,436.45 3/8/2000 6/8/2002
Interest Accrued YTD
Rate Interest Interest Paid
$3.84 $19.15
Date
Closed
CERTIFICATE OF DEPOSIT 247412064102356 $5,411.21
LEGAL TITLE: ANGELINE E. MORRISON
ITF
DEBORAH MORRISON AND JOItN MORRISON AND GARY MORRISON
8/18/1987 8/18/2002 1522.25 $220.47
IRA 257410060320352 $9,461.22
LEGAl, TITLE: ANGELINE E. MORRISON
For Beneficiary Claim Form information, please call 1(800)669-2136.
3/8/2000 $148.32 $0.00
* Due to system limitations, we can only provide a twelve month average balance on depository accounts.
* Date of death balance does not include accrued interest.
* If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
ature of Depository Representative Date
Julia So~xells
Depository Representative Title
April 3, 2002
Servicenter Associate
(540)~63-7323
Phone Number
sss; at
001032
mM&T
April 18, 2002
RE: Estate Search
The Estate of:
Date of Death (D.O.D.)
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
ANGELINE E MORRISON
3/25/2002
Account Account Number Account Title
Type
CHK 2672021728
SAV 15004200075924
X-MAS 25004920097133
CLUB
Opening Branch
ANGELINE E MORRISON 4319
ANGELINE E MORRISON 4319
ANGELINE E MORRISON 4319
D.O.D. Accrued Interest
Balances
(Includes Acer.
Int.)
$4868.15 $.00
$19,997.86 $8.14
$800.87 $.68
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number Amount Owed
Account Description
No Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Bufthlo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY:
DATE:
Manufacturers and Traders Trust Company ,, 1100 Wehrle Drive, RO. Box 767, Buffalo, NY 14240-0767
Serial~Number'~
C!010299467
CI012426931
C1016761701
C1020172940
C1021759351
C1021759357
Ci028558303
C2009834859
$ioo
100
100
100
100
100
100
100
Date
12/1972
01/1973
03/1973
05/i97~
o~/l~?~
08/1973
05/1974
01/1976
To=al number of bonde 1)riced: 8
75.00
75.00
75.00
75.00
75.00
75.00
75.00
Bond Values For: 03/2002
Interest i Redemption
421.08
418.32
418.32
394.96
385.08
496.08
493.32
493.32
469.96
460,08
Total
TO=&1
Interest
Total
Value
Page I Of 1
ANGELIN~ E MORRI$ON
29 EAST MAIN STREET
NEWVILLE, PA 17241
Serial Number
C1012426933
CI026169663
C1050307017
C2009834~39
C2011352689
C2067331982
C2067331981
Series
E
E
E
E
E
?4-6511448
$1oo
04/1974
o~/197~
Ol/Z976
02/1976
06/1978
100
100
100
100
100
Total number of bonds priced: 7
High Street Carlis]
One West High
Carllsle, PA
240-4536
Bond Values For: 03/2002
$75.00
7~.00
75.00
75. O0
75.00
75.00
75.00
'
Interest
Earned
$421.08
390.48
292.32
385.08
385.08
255.6~
255.68
Redemption
Value
465.48
467.32
460.08
460.08
330.68
330,68'
Total
Price
Total
Intereet
Total
Value
· Office
7013
Page 1 Of 1
ANGELIN~ E NORRI$ON
29 EAST MAIN STREET
NEWVILLZ, PA 17241
C1010299464
C1012426934
C1012426943
C!016761707
Ci026169641
CIO26169642
C1026169657 i
c2o162o7101
c2o3~332515
I
Series
E
E
E
E
E
74-6511448
Denom
$1oo
100
100
100
100
100
100
100
100
Bond Values Pot: 03/2002
?5.00
75.O0
75.00
75.OO
75.00
75.00
s~ue Price
03/1973 i ?5.00
04/!9q3
10/1973
04/1974
1o/976I
..03/1977 i
421,08 496,08
4,21.08 496,08
4:21.08 496.08
41.8.40 493.40
418.40 493.40'
390.48t 465.48'
385 t 460 08
.08 .
377. 961 452.96
To~al number of bonds ~riced: 9
Total
Price
High Street Carlisle Office
One West HighlSt
Carlisle, PA ~70~
2~0-45~6
Total
Value
Page I of I
ANGELINE E MORRISON
29 EAST MAIN STREET
NEWVILLE, PA 17241
Serial Number Series
74-6511448
Dehorn
M599~6941 E~ $1,000
M59956942 EE 1,000
M59946628 EE 1,000
M59946627 i EE 1,000
Da=e
11/1993
11/1993
11/1993
Redemption Date: 04/19/2002
Transaction Number: 1596823
Interest Redemption
Price Earned Value
$S00.00 8243.60 $743.60
500.00 243.60 743.60
500.00 243.60 743.60
500.00 243.~0 743.60
Total
Total number of bonds redeemed: 4
High Street C&rlisl~ Office
One West High~%t1
Ca~l i Sle, PA I 3
240-4536
Page 1 Of 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
OO1475
DEL DUCA FRANCES H
10 W HIGH STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 206-16-0994
FILE NUMBER: 2102-0321
DECEDENT NAME: MORRISON ANGELINE E
DATE OF PAYMENT: 08/02/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/25/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 971.24
TOTAL AMOUNT PAID:
971.24
REMARKS: JOHN MORRISON
C/O FRANCES H DEL DUCA ESQ
SEAL
CHECK# 105
INITIALS: DO
RECEIVED BY.'
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF TNDZVTDUAL TAXES
ZNHERZTANCE TAX DZVZSTDN
DEPT. 280601
HARR][SBURG, PA 17128-0601
COMMONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
FRANCES H DEL DUCA
ZO N HZGH ST
CARLZSLE
PA 17015
DATE
ESTATE OF
DATE OF DEATH
FZLE NUMBER
*~COUNTY
ACN
09-25-2002
MORRZSON ANGELZNE E
05-25-2002
21 02-0521
CUMBERLAND
101
A.ount Remitted I
MAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGZSTER OF HZLLS
CUMBERLAND CO COURT HOUSE
CARLZSLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-02) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR
DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF MORRTSON ANGELTNE E FZLE NO. 21 02-0521 ACN 101 DATE 09-25-200?
TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGZNAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks end Bonds (Schedule B) (2)
$. Closely Held Stock~Partnership Znterast (Schedule C) ($)
fi. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($)
6. Jointly O~ned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Tote! Assets
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expenses/Ad.. Costs~Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10)
11. Total Deductions
12. Net Value of Tax Return
15.
1~.
Charitable/Govern.entel Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate Subject to Tax
q2~27q.qq
7~592.q5
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 sub. it the upper portion
.00 of this for. w~th your
tax pay.ant.
(8)
3,778.63
NOTE:
PAYMENT MUS1
q9,866.87
D~SCOUNT
ZNTEREST/PEN PAZD (-)
100.00
.00
reflect figures that include the total of ALL returns assessed to date.
(15) .00 X O0 = .00
(~6) q6,088.2q X Oq5= 2,075.98
('mT) .00 x 12 = .00
(18) .00 x 15 = .00
(19)= 2,075.98
AMOUNT PAZD
1,900.00
71.2q
ZF PA/D AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
ASSESSMENT OF TAX:
16. Amount of Line lq at Spousal rate
16. Amount of Line lq taxable et Lineal~Class A rate
17. A.ount of Line lq at Sibling rate
18. A.ount of Line lq taxable at Collateral/Class B rate
19. Princi=al Tax Due
FAX CREDTTS:
PAYMENT RECETpT
BATE NUMBER
05-50-2002 CD001255
08-02-2002 CD001~75
BE HADE BY 12-25-2002~.
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
2,071.2q
Z.7q
.00
2.7q
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.)
Zf an assessment was issued previously, lines 14, 15 and/er 16, 17, 18 and 19
.00
(11) 3.778.¢~
(12) q6,088.2q
(15) . O0
(1~) q6,088.2q
//BUREAU OF TNDTVTDUAL TAXES
/ INHER"/TANCE TAX DTVISION
DEPT, 280601
HARRTSBURG, PA 17126-0601
CONHON#EALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE ~'~
NOTTCE OF ZNHER'rTANCE TAX
APPRATSEHENT, ALLOtfANCE OR D'rSALLO#ANCE
OF DEDUCTI*ONS AND ASSESSHENT OF TAX
RE¥-1S47 EX RFP ("1
FRANCES H DEL DUCA
l0 W HIGH ST
CARLISLE PA 17015
DATE
ESTATE OF
DATE OF DEATH
FILE NUNBER
¢1~ NTY
09-25-2002
HORRISON ANGELZNE
05-25-2002
21 02-0521
CUHBERLAND
101
A~otm~ Remi'l:"l:ed
HAKE CHECK PAYABLE AND REN'rT PAYHENT TI
REGISTER OF NZLLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~" RETAIN LO#ER PORTION FOR YOUR RECORDS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF iNDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 001 690
MORRISON JOHN H
P O BOX 195
COMPTON, MD 20627
........ fold
ESTATE INFORMATION: SSN: 206-16-0994
FILE NUMBER: 2102-0321
DECEDENT NAME: MORRISON ANGELINE E
DATE OF PAYMENT: 10/04/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 03/25/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2.74
REMARKS:
JOHN H MORRISON
TOTAL AMOUNT PAID:
$2.74
SEAL
CHECK# 111
INITIALS' SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (01-OZ)
FRANCES H DEL DUCA
10 W HIGH ST
CARLISLE PA 17015
DATE 10-15-2002
ESTATE OF HORRISON
DATE OF DEATH 05-25-2002
FILE NUHBER 21 02-0521
COUNTY CUMBERLAND
ACN 101
Amount Rem/t'l:ed
ANGELINE E
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
NOTE: To insure proper credit to your account, submit the upper portLon of this for. with your tax payment.
CUT ALONG TH'rS L'rNE ~'* RETA'rN LOWER PORT'rON FOR YOUR RECORDS ~
ESTATE OF MORRISON ANGELINE E FILE ND. Z10Z-O$Z1 ACN 101 DATE 10-15-2002
THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHONN BELON
ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND., ZF APPLICABLE..
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-Z:5-Z002
PRINCIPAL TAX DUE= ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
2,075.98
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
100.00
05-:50-Z002
08-02-2002
10-0q-2002
CD0012:55
CDOO1q75
CD001690
.00
.00
1,900.00
71.Iq
Z.7q
IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
ZF TOTAL DUE IS REFLECTED AS A "CREDIT"
TOTAL TAX CREDIT
Z,07:5.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Am3~,~6 ~. ~ftgl!
Date of Death: AA~¢~ 15-~
Will No. Admin. No.
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:
State whether administration of the estate is complete:
Yes ~ No__
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes__ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
Si~ature
Name (Please type or print)
Address
Tel. No.
Capacity: X Personal Representative
( MAH: rmf/AM3 )
__Counsel for personal
representative