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Home My WebLink About07-17-14 � 1505610105 REV-1500 EX(oz-11)(FI)��v. � OFFICIAL USE ONLY PA Department of Revenue pennsylvania Count Code Year File Number UEV�RiNENT OFIIEVEN�E Bureau of Individual Taxes Y Po BOx zsosoi INHERITANCE TAX RETURN � " � r�� Harrisbur ,PA i�i28-o6oi RESIDENT DECEDENT � � � ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY Suffix DecedenYs First Name M� wjQ1��.ouJ �nN'�t _ p ' (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M� Spouse's Social Security Number �� THIS RETURN MUST BE FILED IN DUPLICATE WITH THE _ _ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original Return O 2.Supplemental Return p 3. Remainder Return(Date of Death Prior to 12-13-82) O 4. Limited Estate p 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Return Required death after 12-12-82) � 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received Q 10.Spousal Poverty Credit(Date of Death O 11. Election 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 T0: Name Daytime Telephone Number J�hN'N'!� �-i9�/No �'1�C,-�R PE�'/ > £S�s � -' � � � - J 1 � o �5�� o � ; REGISTERJ �111LLS US�NLY E_ t C7 �—�-,•. t"` i='. ' � r—�'"��. :' First�ine of Address ,�,p, � - „� '` J ' ' c �: .__ � 3 '�-_ s . w E-S T ST. °�:� : ,.; � �-, _ _ a� . -- _ �-.. Second Line of Address _ � ,�_ ;T, b _..i � ` C� _ _ C� City or Post O�Ce State ZIP Code DATE FILED e�-��-� s�. � P�-- � � d �3 Correspondent's e-mail address: Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. T E OF PERSON RE O BLE FOR FILI G RETURN DATE 7 "'�� _� ADDRESS � � Z . �7 5 � SI ATURE OF PREPARE OTHER THA REPRESENTATIVE a�ATE /t/LH+.�i �t• 7 O DDRESS 13 �- s. wFs� s, , �-� ��f�. P�4 � �-a i3 PLEASE USE ORIGINAL F RM ONLY Side 1 � 15�561�105 1505610105 J �� . __ REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: �� 3� ' � DECEDENT'S NAME _ _�.PMf�-_ __p.__!`10_�-►20 � - _. _ _ ____ _--- ------_ _--- ---- _ STREET ADDRESS __--�- _P!?-l�!rc�.-�J✓ � R_i�_� . CITY C��Lr �,�� STATE �� ZIP � O � Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (�)�_t,,�3 �i a,,� 2. Credits/Payments �_,. / A.Prior Payments B.Discount ---� ..... .. ........— Total Credits(A+B) (2) � 3. Interest (3) d 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. �4� 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) /� ,1��y � --r Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred.......................................................................................... � � b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ ❑ c. retain a reversionary interest .............................................................................................................................. ❑ ❑ d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ ❑ 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 contains 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. For dates of death on or after July 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 suroiving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not 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 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 tlecedenYs 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 tlecedent,whether by blood or adoption. � 1505610205 REV-1500 EX(FI) DecedenYs Social Security Number _ ___ Decedent's Name: L��!r /T � M Q � �,Q(�(J � � �^ � RECAPITULATION 1. Real Estate(Schedule A). . .. .. .. ... . . . .... .. .. .... ..... .. . .. ..... .. .. 1. � � �'_Q O �J • 0 b__', 2. Stocks and Bonds Schedule B .. .. . .. . .. .. .. .. .. . .. .. ..... .. .. ..... .. 2. eZ O � �' J / 6 � ) �. ... _ 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) .. . .. 3. ��+ ' 4. Mort a es and Notes Receivable Schedule D 4• '�~ 9 9 � ). . .. .. ... ... ... . .. .. ... . . . . 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). ... .. . 5. Js 3'�3� 's I 6. Jointly Owned Property(Schedule F) O Separate Billing Requested . .. . .. . 6. ��,, �! �. _ �` � 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested.. .. . .. . 7. � � C,! a b �� 1 3 T 8. Total Gross Assets(total Lines 1 through 7).. .... ........ .. . ... .. .. .. .. . 8. �p t�� g �... : 9. Funeral Expenses and Administrative Costs(Schedule H). .. ..... ... . .. .... . 9. � �' � � � � �� ; 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I).. ... .. .. . .. .. . 10. � .�"j �� , / � . 11. Totai Deductions(total Lines 9 and 10). .. . .... .. . . . .. ... .... .. . . ... . .. . 11. � b l_ � � � L�� (f � u+ 12. Net Value of Estate(Line 8 minus Line 11) .. . ... .. .. ... .. .. .. ... .... . . .. 12. � Cj�l �p Y� a f. 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which � • ! an election to tax has not been made(Schedule J) . . .. ..... .. .. . ..... .. .. . 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) . .. ... ..... .. . .. . .. .. .. . 14. � �� ` � �� 9 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 A- 15. ' 16. Amount of Line 14 taxable � � � at lineal rate X.0�S � � p'� `y �,�!�' 16. �, ��^� (P �� . F f 17. Amount of Line 14 taxable � at sibling rate X.12 ��• 18. Amount of Line 14 taxable _ _ . , .. at collateral rate X.15 1$• ' 19. TAX DUE . .. .. .. ... . . .. . .. . . .. .. . .. .. .. .. . .. ... ... .. .. . .. . .... .... 19. ��j ! �_� �� ' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 � 1505610205 150561D205 � _ _ REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME ___�D,�l� _____D _ _ /'� � f�_�?_��.� __ __ _ - -- --- STREET DDRESS _ __�7 _____�'/z-I''��`��__'' � _ � ,� �l! � _ CITY �' d � L / �. � �. STATE /i��g.. ZIP / � ��/� �� ! // Tax Payments and Credits: G� 1. Tax Due(Page 2,Line 19) ��)��/ 3 /. a,y 2. CreditslPayments A.Prior Payments B.Discount Total Credits(A+B) (2) 3. Interest (3) •�— 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) /� �� "��; u� y ��,- Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred .......................................................................................... ❑ ❑ b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ ❑ c. retain a reversionary interest .............................................................................................................................. ❑ ❑ d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ ❑ 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 containsa 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. For dates of death on or after July 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 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 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 chiid 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 decedent's 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-1502 EX+ (T2-12) �'i�' pennsylvania SCHEDULE A Ly DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUM ER: Edna D. Morrow p/� �� -/3 IJ�� .» o 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 exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION �. ,� lo PI¢.�,�lc�7�o�✓ pR� �'f c��L�sc.s��il� r-�� a pp� 000. o-� ,� ,ci'�-�- C�; TOTAL(Also enter on Line 1, Recapitulation.) $ O O D d 1�, D d If more space is needed,use additional sheets of paper of the same size. _ _ ___ __ REV-iso3 EX+(8-i2) '�:�'pennsylvania SCNEDULE B � DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF � �N� n' �D��Q� FILE NUMBER �� ao13 "r � /�� All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. ��r-�- � /,3�-r`'�' �� 8, 'y` 3 3• �L TOTAL(Also enter on Line 2, Recapitulation) $ � � 33� � If more space is needed, insert additional sheets of the same size REV-15o8 EX+(08-12) ,j�r �pennsylvania SCHEDULE E v,� DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: - L��r.�- v. �t �:;,�.,�.�, � � o ►�3- �., r i �'�' 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 �• No�IDA /+u7'ai`'loBiL � j3 y oQ, � .� . a�. P 2�"N c' F O F�J�/z�.4� (' .� ,�7 R � ��' � r4 �F2 r'l�n� — 2�i I-�� a� �� L. c� c� 3. P2�- N �� F�,v �2/�+- Pc u; PfeP�� f � C�+ /l£, a� � S� o .� � A2K�ti i� o fM 14f � F� 2ST 0 ��Ol. J / S A V l� �5 � 1 9 `� � , �`'� "� / 7. ' � o /`.� f/`'� ��ti F� ��? �j o � � , u o � o �- � y� 5 L � ,�� s,.� v r�v b s #' I 9 �' � � � u v �, -S',S" �, �rr��,� � -#� � y � � , � fM a��s F�,�-��- �� 3 �. 9� .#' '7 lo l/ a y � �`I s o r idL f-�G nl f��•J K r-�. C-ff� c�� i✓ � � I TOTAL(Also enter on Line 5, Recapitulation) $ �5 3 3•,s If more space is needed,use additional sheets of paper of the same size. . ' REV-i5o9 EX+(Oi-io) � pennsylvania SCHEDULE F DEPARTMENT OF REVENUE �OINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: �.1DN'�t D. .�'1 � �2..o u� a o 13- o /��'�' If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING]OINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. n�f�►1 �..x. �c ��.2;°�, s °� J I�-. B. C. 70INTLY OWNED PROPERTY: tE7TER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOf1 lOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT ]OINT IDENTIFYING NUMBER.ATTACH DEED FOR lOINTLY HELD REAL E5TATE. VALUE OF ASSET INTEREST DECEDENT'S IMEREST �. A. � , 0. 1 � � � o --� � � � �3� �� / C�� f 6- �F TOTAL(Also enter on Line 6, Recapitulation) $ �f �i. � If more space is needed,use additional sheets of paper of the same size. � REV-1�10 EX+(08-09) � pennsylvania SCHEDULE G DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER �D�� ,�( D!2./2.0 l.t� .�.o �3 ^-b fT.�� 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. ITEM DESCRIPTION OF PROPERTY INCLUOE THE NAME OF THE TRANSFEREE,THEIR RELATfONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD�S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATfACH A COPY OF TNE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE i, �l� �1 ��i4 V/it/ �--r' o a b ��l � � (��,36 o�. -�' ��` G •� tf 73y.t ! s' � Y3, ? 3 f.S,r 4 ��c.��7 �� , G D ,z, ?�`.y � 1 � � . 3, �� ,$� /3�. �5 ! �° � � � /31� �5 `�. �7�`��` s��s, d� TOTAL(Also enter on Line 7, Recapitulation) $ ��,.Sr, �3 0 If more space is needed,use additional sheets of paper of the same size. Rev-isii ex+ (os-i3) � pennsylvania SCHEDULE H DEPARTMENTOFHEVENUE FUNERAL EXPENSES AND INHERITANCE TAX REfURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER �-v,�fi o. �d,�.� dJ a o �3 -� o �� Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES; /, ,Z D�, �S 1. I�.b �'•SS M o r�.ric►�n�l M(i✓I S r�, }'�v Pa PMA�/1/� R oT 1� a,. . 'P�L�nf��D co�TRfFcrT �� i� ,Z,.Z�l�.. or� 3• p�, � r� M��¢.x� t w�2 P t ru�t, c�t-�¢.£ �� 02� G S'v. c� a �. M I�FQ k �'� 1e�r T1G i�t�+/i� ! d'� . o a �• L!J/� �•v/J /.02. d t7 . o a B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: � Name(s)of Personal Representative(s) Street Address City..--- -- -- State ZIP......... Year(s)Commission Paid: � 2. Attorney Fees: � (�� d.p 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City _....._. __.. ___ State----ZIP__ Relationship of Claimant to Decedent 4. Probate Fees: �„� � g'.s� 5. Accountant Fees: 6. Tax Return Preparer Fees: �. /-1-bYF.R•T`1S I/Il6 Gl�R�T oF-t L't"2�t• . GC.LT .�.. Pr47'k� ��'�{. ,,�'�.. �, i S T'/.�-?"E c:.t+ �. cK-.S ! � . �9 �t • (�k o vf.�2..T'y �1,4t�+/?3"n/'A�n�e-� 96 .�. o►�o /o • � �7`n,.� M f,✓� � .r-r-s ��./�S'9. �o TOTAL(Also enter on Line 9, Recapitulation) $ ,"��p � � _� If more space is needed,use additional sheets of paper of the same size. Rev-isiz ex+�rz-1z) , �pennsylvania SCHEDULE I DEPARTMENTOFREVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FI�E NUMBER �o N'� �. .H o �.►Z..a�� d Q� -- c !1 �p 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 �. M or�r� ,�� 5a, ��" v o�. � 0 2T-G-fF-G L �, � �a / � . °�- � � ,� v ,—�Mo � � � � �: i �' �iy � ��►� �� , so ��. � �'� . �-�' � �, �� i � � n 2.,� C C�-2�-r S�� w fi i�-2 S f"'' �Y�� l�fs �' `' � -�- ° � (o. (��t� D � �r' �n-� 1 �S�c. � �.. Gj (3 � 6 J / � �A� � C,�}--�--� � � �Pr X�S' d.o i� (n��L�► O i � �� F'/l � �'/ `f � � `� . � o l * TOTAL(Also enter on Line 10, Recapitulation) $ �y'� �' � � If more space is needed, insert additional sheets of the same size, REV-1513 EX+ (01-10) .t �� g � � pennsylvania SCHEDULE � DEPARTMENT OFREVENUE INHERITANCE TAX RETURN B E N E FICIARI ES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: �DN'�9 � oR.�. � 0 3 — �' RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS Of PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] �. I�4MM y a �vK D�-�,t� tt j L r�- s a`a7� � �� y � � �T � M � c N �n�1 C� a v�2 lo, �/1' I�e s-.s Ct �t 9, 3 xy �s� -/ ,r a �i� �, � � �. f,,2 I_-. M � ��'°�,`'� ��' S� /� � 9 o G�2.£ �K' 2 °.�` � � `� s c. �� A� I �' � �� t' CA- 3 �y, y.S� � � y �i ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 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. $ If more space is needed,use additional sheets of paper of the same size. 5 �yy,.j� _ -. e:!G._. .. �7��Tf�F•'7%'�9:a:�'�,1�+' M `i d. . .�Y � �.. .. . ..< . .. ,. LAST WILL AND TESTAMENT � OF � <_:: �� m EDNA MORROW � ° �' � o ms c> �= �� 7� � � i; t7 1? N ::c� � :� v I,EDNA MORROW,of Carlisle,Cumberland Counry,Penns' Ea+be� of' r' sound and disposing mind,memory,and understandin ,do hereb ��'� � � � 8 y t�s31��publi�and_ c� declaze this as and for my Last Will and Testament,hereby revokin�}�IFether wi(ls, G� � codicils,and testamentazy dispositions heretofore made by me. - �: „ FIRST I direct the payment of my just debts,including the expenses of my last illness be paid as soon after my death as may conveniently be done. My Executor and Executrix, hereinafter named,are to make all arrangements for my funeral and burial. SECOND 1 give,devise and bequeath all the rest,residue and remainder of my estate, whether,real,personal,or mixed,of whatsoever kind and nature,and wheresoever situated,of which 1 am seised and possessed or to which[have been entitled at the time of my death,together with all insurance policies thereon,to my two children,TAMMY BOOK and DEEMER MORROW,IR.,in equal shares,per srirpes. [n the event one or the other dces not or both do not survive me by thirty days,the share of that child or those children shall go to the heirs of each. With respect to Deemer's share,should he not survive me by thirty days,his share shall go to his children,Kelsen and James,in equal shares,except that Kelsea's share shall be placed in an irrevocable inter vivos special needs trust,(1)designed to provide maximum benefits for her without threatening € her eligibility for Medicaid or other public programs,and(2)which will not supplant or replace public assistance benefits of any county,state,federal or other governmental agency which has a legal responsibility to serve persons with disabilities. �. This will does not abrogate any properry dispositions for which 1 have heretofor designated appropriate beneficiaries. THIRD 1 direct that any and all lnheritance,Estate,and Transfer taxes imposed upon my estate passing under my will or otherwise shall be paid out my estate. FOURTH 1 C_0'1 I � - i �'�,�'.._,. . . �;;�,y�, .,<, In the administration of my estate,my Executor and Executrix named in this will, and any successor thereof,shall be gvverned by the provisions of 20 Pa.C.S., Pcnnsylvania Estates,Decedents,and Fiduciaries Statute,that are not in confliCt with thiS instrument. In addition,my Executor and Executrix shall have the pvwer,without order _ of any court,to sell,lease,pledge,mortgage,transfer,exchange,convert,or othenvise dispose of,or grant options with respect to any real,personal,or rnixed propeny at any time forming a part of my estate,in such manner,at such times,for such purposes,for such prices,and upon such terms,credit,or conditions as she may deem advisable,and to make such distribution in kind or cash and to cause any share to be composed of cash, property,or undivided fractional shares in property different in kind from any other share. FIFTH I nominate,constitute,and appoint my two beloved children,TAMMY BOOK and DEEMER MORROW,JR., Executrix and Executor of my estate. I hereby rolieve the aforementioned from the necessity of posting security for the faithful perf'ormance of duties in connection with administering my estate in this or any other jurisdiction. SIXTH Any and all payment or payments of any sum or sums,whether in cash or in kind and whether for principal or income,payable to the said child or children,or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made,and free from anticipation,alienation,attachment,and pledge,and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation,assignment,pledge,or obligations of any beneficiary,and shall not be subject to any execution or attachment. _ � ln Witness whereof,I have hereunto set my hand and seal this �� U �'�1_. day of /�L•��•..wi, ,2013,to this my Last Will and Testament,consisting of Z _pages,to each of which 1 have affixed the page number and my initials or signature. G1 �'-��=�- �1'j�-ti,-�-�� EDNA MORROW Testatrix Signed,published,and declared by the above-named Testatrix,EDNA MORROW,as and for her Last Will and Testament,in the sight and presence of us,who, at her request,in her sight and presence,and in the sight and presence of each other,have hereunto subscribed our names as witnesses. !� �,,, . -,:_.,,.�;,��,�*�; . . _. . ��.�. .. - , �1��t` �rt�c�< t��;�Y j�i�}+� ,y"� �'�+-�ta,4r� Address W itness _ �` �.;7 -S �i' ��'i S i' C ri2l 1 1 f-� , �'� ,z,.-�,�-- �►.,�,.�.... n :+�._.-_ �itness � Address COMMONWEALTH OF PENNSYLVANIA: ss COUNTY OF CUMERLAND • �' 'j� .�,��,�,,) ,Testatrix,and We, �'"''�,, `f`7� nti,�.� and �1 �.,�.:., Yv:.'`��„� � �. ?�r � Witnesses,whose names are signed to the attached foregoing instrument,being first duly sworn,do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly,and that she executed it as her free and voluntary act for the purposes therein expressed,and that each of the witnesses,in the presence and hearing of the Testatrix signed the will as witness and that to ths of a e orholdernof sound m nd and unders otconstra nt orhundue — yea g influence. �i �� 1��2w vtiL`' EDNA MORROW .i a r�l� '�t hM1L�.+;�.�i W itness �MpNW lTH OF PENNS'IIVANU � < �,. Nobro�sw� 4 )'1 . �i'\ u•s• WWk � �._.__ Erht A.Heis.Notary�CouMV U��j�ry 20,20t� , ►tI1QSS � � rtM vuw�sSON� Sworn and subscribed to before me :3 � ,,-� a I � This ��C�� day of �\� y=1 ' 2013. . � \ _ , ��,.i i��.�'��%� �U 1'ARY PUBLIC 1'` �1 �`� J� � \ � `� � MY OFFICE ADDRESS ��I • 'c�y� � ' • Ct�� :V ,"1q.�,li.�� C �� l � COUNTY u" �r �r�� r�� "'� OMB Approval No.2502-0265 `�id�� A.��Settlement Statement (HUD-1 j .- . .. 1.❑FHA 2.Q RHS 3.Q Conv.Unins. 6.File Number: 7.Loan Number: 8.Mortgage I�surance Case Number: 14-01-32705 14103 4.Q VA 5.[]Conv.Ins. C.Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agents are shown.Items marked "(p.o.c)"were paid outside the closing;they are shown here for informational purposes and are not included in the totals. D.Name 8 Address of Borrower: E.Name&Address of Seller: F.Name&Address of Lender: Scott A.Sheipe,Susan C.Sheipe Estate of Edna D.Morrow Members 1 st FCU 25 Nailor Lane,Newville,PA 17241 26 Princeton Drive,Cariisle,PA 17013 P.O.Box 40,Mechanicsburg,PA 17055 G.Property Location: H.Settlement Agent: I.Settlement Date:04/24/2014 26 Princeton Drive Barristers Land Abstract Company Disburseinent Date:04/2M2014 Carlisle,PA 17013 3310 Market Street,Camp Hili,PA 17011 Carlisle Borough 717-761-6190 Place of Settlement: TitleExpress 163 N.Hanover Street,Carlisle,PA 17013 Printed OM23/2014 at 3:06 pm by JE . . . � 100. Gross Amount Due from Borzower 400. Gross Amount Due to Seller 101. Contract sales price 200,000.00 401. Contract sales price 200,000.00 102. Personal ro ert 402. Personal ro erl 103. Settlement charges to borrower(line 1400) 5,4A0.06 403. 104. 404. 105. 405. Ad'ustments for items aid b seller in advance Ad'ustments for items aid b seller in advance 106. Cityltown laxes to 406. Cily/lown taxes to 107. Countytaxes 0412412014to 12131f2014 825.43 407. Countytaxes 0412412014to 12/31/2014 825.43 108. SchoolTaxes 041241201410 06/30/2014 475.89 408. SchoolTaxes 04/24/2014to 06/30/2014 475.89 109. Annual HOA 04124/2014 to 12l3112014 58.68 409. Annual HOA 04/24/2014 to 12I31/2014 58.68 110. 410. 111. 411. .- _._._ �____�__.�.�._..�__ � i;7, 411. . 120. Gross Amount Due from Borrower 206,800.06 420. Gross Amount Due to Seller 201,360.00 200. Amounts Paid b or in Behalf of Borrower 500. Reductions In Amount Due to Seller 201. Deposil or eamest money 2,000.00 501. Excess deposit(see instructions) 202. Principal amount of new loan(s) 160,000.00 502. Settlement charges to seller(line 1400) 34,159.30 203. Existin loa s taken sub'ect to 503. Existin loan s taken sub'ect to 204. 504. payoff of first mortgage loan#0044185361 to ERA 50.50 Mortae 205. Appraisal Credit 425.00 505. payoff of second mortgage loan#000001948010001 62,583.19 to Members 1st FCU 206. 506. 207. 507. 208. 508. 209. 509. Ad ustments for items un atd b seller Ad ustments for items un aid b seller 210. Cityltown taues to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. School Taxes to 512. School Taxes to 2�3, 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. ZZ�• Total Paid b ffor Borrower 162,425.00 520. Total Reduction Amount Due Seller 96��9Z•99 � 300. Cash at Settlement 6omlto Borrower 600. Cash at Settlement tolfrom Seller 301. Gross amount due from borrower(line 120) 206,800.06 gp�. Gross amount due to seller(line 420) 201,360.00 302. Less amounts paid by/for borrower(line 220) 162,425.00 602. Less reductions in amount due seller(line 520) gg,7gz,gg 303. Cash QX From ❑ To Borrower 44,375.06 603. Cash ❑X To ❑ From Seller 104,567.07 c ��c u esPerresoonse o �ne� w��o..��aPO��o e seoen�ymeyno w � yo� � req��e omPee imsmm�uniessuaisp.y:.cuRennyveiiaoraa�eamroinumoer.rio��aemi.uiyisasswee;m�sa�aeios�e�sm,�e.iory.rn�:�.aeap�ea�oe�o�meinep.nies�o.eesnnco�e�eov.mm�ia�w�mmrom„im�e��o�na sen�amem ymuss. Previous editions are obsolete Page 1 of 4 HUD-1 •, 700. Totai Real Estate Broker Fees $t2,a7o.00 Paid From Paid From Divisionofcommission Iine700 asfollows Bor�ower'S Sellel''S 701. $6,245.00 to Hooke,Hooke and Eckman FUnds dt FUnds at ��2• $6,225.00 to Howard Hanna Carlisle o�ce Settlement Settlem2nt 703. Commission paid at settlement 225.00 12,245.00 800. Items Pa able in Connection with Loan 801. Our origination charge (Includes Origination Point 0.000%or$0.00) $595.00 (irom GFE#1) 802. Your credit or charge(points)for the specific interest rate chosen $ (from GFE#2) 803. Your adjusted origination charges (from GFE A) 595.00 804. Appraisal fee to Members 1 st FCU (from GFE#3) 425.00 805. Credit report to 806. Tax service to from GFE#3 807. Flood certification to from GFE#3 808. to 900. Items Re uired b Lender to be Paid in Advance 901. Daily interest charges from from 0412412014 to 0510112014 @$13.1507/day (from GFE#10) 92.05 902. Mortgage Ins.Premium for months to (from GFE#3) 903. Homeowner's insurance for 12 months to State Farm Insurance $487.00 P.O.C.B'(from GFE#11) 904. months to from GFE#11 1000.Reserves De osited with Lender 1001. Initial deposit for your escrow account (from GFE#9) 1002.Homeowner's insurance months $ 0.00lmonth $ to Members 1st FCU 1003.Morlgage Insurance months $ 0.00lmonth S to 1004.City Property Tax months $ 0.00/month $ to 1005.County Property Tax months $ O.00lmonth $ to Members 1st FCU 1006.School Taxes months $ O.00lmonth $ to Members 1 st FCU 1007.Aggregate Adjustment $ to 1100.Title Char es 1101. Title services and lender's title insurance $ from GFE#4 1,688.01 1102. Settlement or closing fee �o $ 1103. Owners title insurance-First American Title Insurance Co-Hbg $ from GFE#5 220.00 1104. Lenders title insurance-First American Title Insurance Co-Hbg $1,595.00 1105. Lenders title policy limit$160,000.00 Lenders Policy 1106. Owner's title policy limit$200,000.00 Owner's Policy t 107.AgenPs portion oi the total title insurance premium $1,566.00 1108. Underwriter's portion of the total title insurance premium $249.00 1109. Escrow Fee to Barristers Land Abstract 25•00� General-Hb 1200.Government Recordin and Trensfer Char es 1201. Govemment recording charges $ (from GFE#7) 170.00 �2�2• Deed$67.00 Mort a e$103.00 Release$ to Cumberland Count Recorder 1203.Transfer taxes $ (from GFE#8) 2,000.00 1204. CitylCounty tax/stamps Deed$2,000.00 Mort a e$ to Cumberland Count Recorder 1205. State Tax/stamps Deed$2,000.00 Mort a e$ to Cumberland Count Recorder 2,000.00 1206. Deed$ Mort a e$ to 4 1207. $ to 1300.Additionai Settlement Char es 1301.Required services that you can shop for (from GFE#6) 1302. Notary Fee to Kandi Lenker 10.00 1303. Home,Radon&Pest Inspection to The Virtus Grou $425.00 P.O.C.B' 1304. Tan Cert Reimbursement-N/C to 1305. Radon Mitigation to Bass Air Qualit Services 550.00 1306. Inheritance Tax Escrow to Barristers Land Abstract Escrow-Hb 1B4O00,00 . 1307.2014 County/Borough Taxes to Charies Holt 1,171.66 1308. to � 1309. Initial Capital Fee-HOA to Chesterfield Manor HOA 25.00 1310. Resale Cert to Chesterfield Manor HOA 25.00' 1311. Mtg Release Tracking/Search Fee to reQuire 70.00 1312. Overnight PayoH to Barristers Land Abstract Posta e-Hb 9.29 1313.Wire Payoff to Barristers Land Abstract Wire-Hb 25.00 13t4. Final Sewer/Water/Trash to Borou h of Carlisle Authorit 28.35 �� • • • � � � � � 5,440.06 34,159.30 'Paid outside of closing by(B)orrower,(S)eller,(L)ender,(I)nvestor,Bro(K)er."Credit by lender shown on page 1."`Credit by seller shown on page 1. Previous editions are obsolete Page 2 of 4 HUD-1 .�;.�g __ Cort�- arison�f Good Faith Estimate GF and'HUD-1 Char e's `Good fafth'Estimate ` HUD-1 Char es ThaE Cannot Increase HUD-7 LineNumber Oucorigination charge. # 801 595.00 595.00 Your credit orbharge(points)for the;specific interest rate chosen #; 802 0.00 0.00 Your adjusted origination charges . #< 803 595.00 595.00 Transfertaxes- # 1203 2,000.00 2,000.00 Char es That in Total Cannot increase More Than 10°/a `- ' Gootl Faith'fstimate ." HUD�1 'Govemment7ecording charges ' p 1201 238.00 170.00 Appraisal fee q 804 425.00 425.00 # 1312 0.00 0.00 #` #: #' # ' . ': #s . . , :; . ".; 663.00 595.00 , � i $ -68.00 or -10.2564% Char es 7hat Cart Chan e ' Good Faith EsNmate' HUD-1 Initiai deposit;for your escrow account #'1001 0.00 0.00 Daily Interestcharges from #901, ; $13:15071da 210.41 92.05 Homeownersinsurance : # 903 300.00 487.00 Title services and lender's title insurance #;:1101 1,85875 1,688.01 Owners title insurance-First American Title Insurance Co-Hbg # 1103 200.00 220.00 #- #' Loan Terms Yourinitialloanamountis ; < $160,000.00 Your loan term is 30.years Your initial interest rate is - ' 3.0000°/a Your initial monthly amount owed for principal,interest,and any moRgage $674.57 indudes insuranceis Q Principal Q Interest . ❑Mortgage Insurance Can your interest rate rise7; : ❑No. Q Yes,it can rise to a maximum of 8.0000%. The first change will be on O6/01/2U19 and can change again every 12 Months afler O6/01/2019. Every change date,your interest rate can increase or decrease by 2750%. Over the li(e of the loan,your interest rate is guaranteed to never be lower than 2.7500%or higher than 8.0000%. Even if you make payments on time,can your loan balance rise? QX No. ❑Yes,it can rise to a mauimum of$ Even lf you make payments'on time canyour monthly amount owed for '; ❑No. QX Yes,the first increase can be on 06I01/2019 and ihe monthly principai,interest,and mo�tgage insurance rise4 amount owed can rise to$1,097.91. ' The maximum it can ever rise to is$1,097.91. Does your loan have a prepayment penalry?. ' X❑No. ❑Yes,your maximum prepayment penalty is$ . Does your ioan tiave a balloon payment? ; X❑No. ❑Yes,you have a balloon payment ot$ due in years on / / . Total monthly amount owed including escrow account payments QX You do not have a monthly escrow payment for items,such as property taxes ' and homeowner's insurence. You must pay these items directly yourself. ❑You have an additional monthly escrow payment of$ that results in a total initial monthly amount owed of$ This includes principai,interest,any morlgage insurance and any ifems checked below: '; ❑Propertytaxes ❑Homeowner'sinsurance ° �Flood insurance � ❑ ❑ Note: If you have any questions about the Sett�ement Charges and Loan Terms listed on this form,please contact your lender. Previous editions are obsolete Page 3 of 4 HUD-1 � � ,. , . . ,. HUD CERTIFICATION OF BUYER AND SELLER I have carzfully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accur�te statement of all receipts and disbursements made on my account or by me in this trensaction.I further ceRify that I have received a copy of the HUD-1 Se�tlement Statement. ya'�d��// .:9� Scott A,Sheipe � ♦ / .C..;i L:L��t (�' ��'C.G�_riJ � Susan C.Sheipe � ESTATE OF EDNA D.MORROW i`�rr� •C7` `jC?/� ��–� r ` ��x.�� l'�,r�res� ��— ammy L.Book,Co-Ex tor, Deemer Morrow,Jr.,Co-Executor, The HUD-1 Settlement Statement which 1 have prepared is a true and accurate account of this transaction.I have caused or will cause the funds to be disbursed in accordance with this statement. � ��r'!� / __��'��/ '�.- ,,-�;�`�'� ��z�//� SETTLEMENT AGENT / � DATE WARNING:IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT.FOR DETAILS SEE TITLE 18:U.S.CODE SECTION 1001 AND SECTION 1010. Previous editions are obsolete Page 4 of 4 HUD-1 _, �� __ �.��,.�� - �_�. $ . . � � . �• Name of Borrower:� Name of Seller. File Number Scott A.Sheipe Estate of Edna D.Morrow 14-01-32705 Susan C.Sheipe TitleExpress Prepared 04/23/2014 at 1237 pm Note: This page is furnished to give you an itemization of the amounts shown on Paid Frortl Pald FrOtti ` Lines 1101, 1103 and 1104 of the Settlement Statement(HUO-1).This page �$orPOyrefs�� ''Se�Ief'��.�,_ accompanies but is not a part of the settlement statement. If a discrepancy �Funds`at ,' ,��Funds at ; exists,the information shown on the Settlement Statement(HUD-1)applies. Settleme'rlt Settlerrlent . 1100, Title'Ch�arges_„.;, Amounts lrtcluded ° ��, .-; �; �: `'� ` ,��.:` Jn Line'I101 1101. Title services and lender's title insurance t 1,688.01 a.Notary Fees $ 27.00 b.Wire Fee(2) 10.00 c. Overnight Fee 11.01 ' d.Electronic Doc Transmittal Fee 45.00 $ 93.01 1102. Settlement or closing fee 1103. Owner's title insurance (policy) $ 220.00 220.00 1104. Lender's title insurance (policy) 1,320.00 $ 1,595.00 a. Closing Service Letter 75.00 b. Exp Cov Res Short 200.00 (Total 1103+1104) 1105. Lender'stiflepolicylimitS160,000.00 1106. OwneYs:tiUe policy limif$200,000.00 1�07. Agent's portlon of tlie total tiUe insurance premium $ 1,S66.OD J 110fl. Underw�iter's porlion of the total title insurance prem. 249.00 ' ',�Tota11107+1108) -., 1109. 1110. iii1. 1112. � .. . . . . � "" � ; Tofal ��n Borrower� 8orrowe�� SellerF�--- ...� e = � .. - .. e,. .;. r-.. . ..,�„ � • ��;� .; 1100. TiUe Cfia es with:Pa ee ` Char'�e . '" POC or Credlt � Wne 1101 �Paid��'� � .., $1101. Title services and lender's title insurance a.Notary Fees to Kandi Lenker 27.00 27.00 b.Wire Fee(2)to Barristers Land Abstract Wire-Hbg 10.00 10.00 c. Ovemight Fee to Barristers Land Abstract Postage-Hbg 11.01 11,p1 d.Electronic Doc Transmittal Fee to Barristers Land Abstract General-Hbg 45.00 45.00 1104. Lender's title insurance to Barristers Land Abstract Company 1,595.00 1,595.00 � r �� ;$ 1,68$.01 ��1,688.01 �+