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Home My WebLink About02-0612 REV.1SO<lEx.(~.oD) ~ ~,;'" O~~ "'!ill G~~ .m ~ *' REV-1500 COMMONWEA"HOFPeNNS"VAN~ INHERITANCE TAX RETURN OEPARb';"~2';'oe'i;"NU' RESIDENT DECEDENT __n.!'ARRlsByRG,PA 1712~~____.L--_________ ______ _______ I DE-EEOENrs NAME(LAST, FIRST, Aim MIDDLE "'IITIAL)- ----- --- ----------- ~~~~;~~ ~M~D=-~...:. ---- -- - fDA-TE OF BiRTH (MM-DD-YEAR) ,04/05/2002 , 04/19/1926 I (IF APPLICABLE) SUR\IlVINGSPOUSE-S NAME. (LAST, FIRST AND MIDDLE iNITIAL)- ---- -- --- ... z "' o "' u "' o MORTON, MARYANNE I ~ 1. Original Return I 0 4. Limited Estate . 181 6, 109, !?Dik;' () / 7~":;";~ 9 l V (,/ .z NUMB~R I I FILE NUMBER 21 02 __1 __~QUNTYCOOE _XEA..R. -I SOCIAL SECURITY NUMBER L 315-26-1635 I I SOCIAL SECURITY NUMBER o i Remainder RetUrn- (date ~dE!ath prior to U-13-62) 181 o THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS -02--'Suppl~~ental Ret~~--- ---- o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copyofTll,lst) o 10. Spousal Poverty Credit (date of death between 0 11.Election to tax under Sec. 9113(A) (Attach Sch 0) ______________12-31.91andt-1-95) __ _ ___ ___ Decedent Died Testate (Attach copy ofWiU) Litigation Proceeds Received 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes AME John B. Fowler, III, Esq. n___ -- I FIRM NAME (If appliC<lble) Martson Deardorff Williams & Otto- 10 East High Street TE~';;/~:3N-~M;:~ __~~- -- . - - ----I carlisl:,PA 170~3 u,'" ~~ ~o u~ 1. Real Estate (Schedule A) ~ ~ ~ " ~ u "' ~ 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter~Vivos Transfers & Miscellaneous Nan-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (1) (2) (3) (4) (5) (6) (7) OFFICiAL USE O~Jl Y 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) None None None None None 167,631.41 --,,- -,------- 185,837.00 (8) 353,468.41 (9) 25,249.31 (11) 25,249.31 (12) 328,219.10 13. Charitable and Governmental Bequests/See 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) (13) (14) 328,219.10 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 000 3,866.37 3,866.37 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20. 0 ."""""'" mli~l.n.' :Li1l\1\l>ifnF\i!P1h\1 }1iliiiltliijlidd?1li 15. Amount of Line 14 taxable at the spousal tax rate, 242,299.71 x .00 (15) or transfers under Sec. 9116(a)(1.2) --,,--- ------- ~ 16.Amount of Une 14 taxable at lineal rate 85,919.39 x .045 (16) ~ ----------- ... " ~ 17 .Amount of Une 14 taxable at Sibling rate x .12 (17) ~ ------- ------ u ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) ... -.------------- - 19. Tax Due (19) Copyright 2000 form software only The Lackner Group, Inc. ,,,-"-;-, Form REV.1500 EX (Rev. 6-()0) Decedent's Complete Address: STREET ADDRESS 1103 Linn Drive CITY Carlisle I STATE PA IZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A Spousal Poverty Credit 8. Prior Payments C. Discount (1) 3,866.37 3,600.00 _u_.__ 189.47 Tolal Credits (A + B + C) (2) 3,789.47 3. Interest/Penalty if applicable D. Interest E. Penally TolallnteresVPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 2.0 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the tolal of Line 5 + 5A. This is the BALANCE DUE. (3) 0.00 (4) (5) 76.90 (SA) (5B) 76.90 Make Check Payable to: REGISTER OF WILLS, AGENT 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? ............................................................. ..................................................... .... PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACtNG 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;.....................,............................................................ ~ II ~: ;:::~ ~~e~;~i::~s:~~~~s~~~..~~~.I~ .~~~.~~.~~~~~.~~~~,~~~~:~.~~.j~.~~~~~::::::::::::::::::::::::::::::::::::: d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?...., ..... ........................................................ .......................... ....... .,................ 0 o 181 ~ ~ o IF THE ANSWER TO ANY OF THE ABOVE QUESTtONS tS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare that I have examined this return, including accompanying scl'ledules and statements, and 10 the best of my knaw1edge and belief, it is true, correct and complete. Declaration of p_~parero~~~_OIn_ the per:sonal representaliye is base:cl 00 all infonnalioo of which preparer ha~ any ktI~~.____ ___ _ __ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS )-niVU//2~~ \ ~ , .n~ SIGNATU )F P9PlSONRESPONS~GREfU~ ---, SIG (- EOFP~T~{{iN~ATlVE DATE 11 03 Linn Drive .<: A..........- _Carlisle, PA:_ 17013 7AOORESS-- /.t' //,p /c>.tt /~ ~Ec ADDRESS /-::/0 kl// DATE 10 East Hi2h Street Carlisle, PA 17013 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. 99116 (a) (1.1) (ii)]. The statute does not exemot 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 jf 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 (al (1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (al (1)). The tax rate imposed on the net value of transfers to or for the use of the decedenfs 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 F JOINTLY-OWNED PROPERTY ESTATE OF MORTON, RICHARD L. FILE NUMBER 21 - 02- If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. A MaryAnne Morton SURVIVING JOINT TENANT(S) NAME ADDRESS B Richard W. Morton C 01enn L. Morton 1103 Linn Drive Carlisle, PA 17013 3245 Tearose Lane Charlottesville, VA 22903 1913 Elk Trail Harker Heights, TX 76548 see continuation RELATIONSHIP TO DECEDENT Wife Son Son JOINTLY OWNED PROPERTY: .-..--- ----. DEScFiiPTION'QFPROPERTY --- DATE !lnclUde name of financial institution and bank account number ~6i-~~ or similar identifying number. Attach deed for jointly-held real estate. - -----.-..------t---.----- ______ ..______n__.. -----. ------. ------ 't l1rior to 'Members I st Savings #51102-00 , tidal 'It prior to ;f I Jot 02/26/1986 5647.071 sh. Vanguard High-Yield Corp. Fd@ 6.25 i + 39.95 ace. div. 08/16/1988 73688.74 sh. Vanguard PA Tax-Exempt Money : Market @ 1.00 + 13.55 ace. div. 02/26/198613433.504 sh. Vanguard ONMA@ 10.41 + 30.06 ace div. ITEM NUMBER LETTER ,FOR JOINT \ TENANT 1 A,B 2 A,B 3 A,D 4 A,D 5 A,D Members 1st Checking #51102-11 6 A,D I 08/22/1988 I 843.175 sh. Vanguard Int'! Or Fd @ 15.06 I I Bank of Montteal Checking Acct #23618007214 7 BCD Ijl'- prior to : fll",/o/ !" prior to 3!3,!o/ 8 ABCD 9 ABCD f.' prior to : .:;,j;).2}Df 1 Morgan Stanley brokerage account *353059712005 (see statement attached) Vanguard brokerage account #4IV-322206 (see , statement attached) I , 10 ABCD 1,10/15/1993 i 11575.311 sh. Vanguard PA LT Tax-Exempt@ 11.21 1 + 88.34 ace div. , ABCD 01l2911991! 161208.84 sh. Vanguard PA Tax Exempt Money , Market @ 1.00 + 27.47 ace div. D 08/23/1976: Members 1st Savings #52008-00 , II 12 '4( sce al11-a,,,- :da-Kn'1tpf5. Total of Continuation Schedule(s) \ %OF DATE OF DEATH DATE OF DEATH , DECO'S VALUE OF VALUE OF ASSET INTEREST DECEDENT'S INTEREST 240.08 33.33% 17,702.591 33.33% 35,334.141 33.33%. 73,702.291 33.33% 35,772.84i 33.33% 12,698.22: 33.33%, 1,882.801 25%, 85,262.20 20% 156,089.451 20% 129,847.58; 20% 161,236.31, 20% 1,983.401 50% 80.02 5,900.27 11,776.87 24,564.97 11,92309 4,232.32 470.70 17,052.44 31,217.89 25,969.52 32.24726 99\.70 TOTAL (Also enter on line 6, Recapitulation) 726.11 167,631,41 ESTATE OF . SCHEDULE F JOINTLY-OWNED PROPERTY continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~_SIDENT[)~CEDE:~_ __------'- -~-- FILE NUMBER I 21- 02- MORTON, RICHARD L. If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. JOINTLY OWNED PROPERTY ITEM NUMBER 13 -...-- ---. '----,--'-"---- ---------- ---- --- I DESCRIPTION OF PROPERTY I 0 \ - LETTER - DATE Include name of financial institution and bank account number DATE OF DEATH I Yo 0\ DATE OF DEATH I F~~f~~TI. ~t;~~ _~~~~i1ar identifying number. Altacl1 deed for jointly-held real-fALUE OF ASSET ~i~~TloECED~~~i I~~EREST I A,E 107/01/19831 Members 1st Savings #33884-00 1,434.891 33.33%, 478.25 , I A,F 101/02/1980 I Members 1st Savings #54320-00 703.061 33.33% A,G 10/01/1980 I Members 1st Savings #25312-00 748.45, 33.33% \ I , T- 14 234.33 15 249.46 16 A,H 112/13/19821 Members 1st Savings #31988-00 373.58, 33.33%\ 124.51 I A,I ,05/01/1984 i Members 1st Savings #42033-00 353.46 33.33%1 117.81 I ' I 17 I I I I J Page 2 of Schedule F '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT --.. -----,--,._----- ESTATE OF MORTON, RlCHARD L. SURVIVING JOINT TENANT(S) NAME D Geoffrey E. Morton E Ruth M. Morton F R. J. Morton G Katie Morton H Johanna Morton I Lindsey Morton J__ SCHEDULEF JOINT O'J\INERS ADDRESS 1677 Guilford Road Columbus,OH 43221 3245 Tearose Lane Charlottesville, VA 22903 3245 Tearose Lane Charlottesville, VA 22903 1913 Elk Trail Harker Heights, TX 76548 1913 Elk Trail Harker Heights, TX 76548 1913 Elk Trail Harker Heights, TX 76548 _L FILE NUMBER 21 - 02- RELATIONSHIP TO DECEDENT Son Granddaughter Grandson Granddaughter Granddaughter Granddaughter *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENN$Yl VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT --- .._---.- ----- ESTATE OF ITEM NUMBER --'- MORTON, RICHARD L. IFlLI~NUM-BER 21 -02- This schedule must be completed and filed if the answer to any <>tguestlons 1 through 4 on page 2 is yes. 1-- ----- -----,-- ,. ---, -- '1- ,. . DESCRIPTION OF PROPERTY I DATE OF DEATH' % OF . I Include lhename of Ihe lransferee, thetr relationship to decedenl and the date of transfer. IV EO 58 TI DECO'S I- EXCLUSION; TAXABLE VALUE : Altach a copy of the deed for real estate. AlU FA E. INTEREST {IF APPllCA5lE) 'MOrganStanl';;IRAAcc;;unt#3S3040760005; ben~fiCiary'--I' .,. -1-S5,837.0Ct 100% f 185,837.00 I MaryAnne Morton, spouse I _...L...1 ___ I __ TOTAL (Also enter on line 7, Recapitulation) 185,837.00 I _L -- ------ - --IFILENUMBER 21 - 02- '* SCHEDULE H RJNERALEXPENSES& I ADMNISTRA11VE COSTS L_____________ _ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MORTON, RICHARD L. Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER i __ _ __ A FUNERAL EXPENSES: Hoffman-Roth Funeral Home, Carlisle, PA 2 I Monument Funeral Reception, Carlisle, P A 3 4 Funeral Reception, Arlington, VA I 5 Honoraria to ministers, etc. B. ADMINISTRATIVE COSTS: \ Personal Representative's Commissions 1. Social Security Nurnber(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State Zip 2. Attorney's Fees Martson Deardorff Williams & Otto (estimated) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant MARYANNE MORTON Street Address 1103 Linn Drive City Carlisle Relationship of Claimant to Decedent State P A Spouse 17013 Zip 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs I Travel expenses for sons to assist in estate administration and gathering of information to prepare state and federal estate tax returns 2 I Long distance charges 3 Postage Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) AMOUNT --I 4,463.00 2,560.25 183.00 317.76 190.00 13,585.00 0.00 2,266.23 157.07 17.00 1,510.00 25,249.31 . COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDE~T DECEDENT___ ___L_ ESTATE OF MORTON, RlCHARD L. ScheckJIe H FmeraI Expet s as & MniI1islraille Cos1s con&1ued 4 Martson Deardorff Williams & Otto, preparation of federal estate tax return 5 Register of Wills, filing fee, inheritance tax return I 1 I FILE NUMBER 21 - 02- 1,500.00 10.00 .~ Page 2 of Schedule H LAST WI LL AND TESTNVlENT OF RICHARD LEW MORTON I, RICHARD LEW MORTON, a legal resident of Cumberland County, Carlisle, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WIl,l, AND TESTAMENT. I hereby revoke any and all wills and codicils by me heretofore made. I IDENTIFICATIONS AND DEFINITIONS A. I am married to "MARYANNE MORTON, hereinafter referred to as "my Spouse." We have three children (3), RICHARD WILLIAM MORTON, GLENN LEW MORTON and GEOFFREY EDWARD 'MORTON, References in this Wi II to "my chi Idren" include these chi Idren and any other lawful children born to or adopted by me. Except as otherwise provided in this my LAST WIl,L AND TESTAMENT, I have intentionally omitted to provide herein for any relatives or for any other person, whether claiming to be an heir of mine or not. B. The followi ng def i ni t ions obtai n in any use of the terms in this Will: 1. "Descendants" means the immediate and remote lawful, lineal descendants of the person referred to, and it means those descendants in being at the time they must be ascertained in order to give effect to the reference to them, whether they are born before or after my death or of any other person. The persons who take under this Wi II as Descendants shall take by right of representation, in accordance with the rule of per st i rpes di str ibut ion and not in accordance with the rule of per capita distribution. Persons legally adopted when under the age of fourteen years shall not be di fferent iated from blood descendants for any purpose. 2. "Survive me" is to be construed to mean that the person referred to must survive me by thirty days. If the person referred to dies within thirty days of my death, the reference to him shall be construed as if he had failed to survive me. 3. As used in this Will, the words "Executor," "he," "him," "his," and the like shall be taken as generic and applicable to a natural person of either sex or a corporate person of other legal ent i ty. Page 1 of 4 Pages C. I have served in the Armed Forces of the United States. Therefore, I direct my Executor to consult the legal assistance office at the nearest military installation to ascertain if there are any benefits to which my dependents are entitled by virtue of my mi Ii tary aff ilia t i on at the time of my death. Regardless of my military status at the time of my death, I direct my Executor to consult with the nearest Veterans Administration and Social Security Administration office to ascertain if there are any benefits to which my dependents may be entitled. I [ PAYMENT OF DEBTS AND TAXES I direct my Executor to pay the following as soon after my death as may be practicable: 1. All of my just debts and the expenses of my last illness, funeral and of the administration of my estate; but my Executor need not accelerate and pay those unmatured obligations which, in his opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. 2. All inheritance, transfer, estate and similar taxes (including interest and penalties) assessed or payable by reason of my death, on any property or interest in my estate for the purpose of computing taxes. My executor shall not require any benefic- iary under this will to reimburse my estate for taxes paid on property passing under the terms of this Will. III RES [DUARY ESTATE A. I define "my Residuary Estate" as all of my property after the payment of debts and taxes under Article II, including real and personal property, whenever acquired by me, property as to which effective disposition is not otherwise made in this Will, and property as to which I have an option to purchase or a reversionary interest. B. I give my Residuary Estate to my Spouse if she survives me. C. If my Spouse does not survive me, I direct my Executor to divide my Residuary Estate into equal shares and to distribute those shares as follows: Page 2 of 4 Pages 1. one share to each of my Chi ldren who survive me; 2. if any of my Children fail to su['vive me, then his or her share shall be distributed among his or her descendants who survive me; 3. if any of my Chi ldren fail to survive me and leave no descendants who survive me, then his or her share shall be divided equally among such of my Children who survive me, or their descendants who survive me, as set forth in subparagraphs 1 and 2 above. D. [f my Spouse does not survi ve me and none of my Ch i ldren nor their descendants survive me, I give my Residuary Estate to my wife's brother WILLIAM EOWARD IVlUEHLHOF 0[' if he fails to survive me, to his descendants. IV APPOINTMENT AND POWERS OF EXECUTOR I nominate and appoint my Spouse, MARYANNE MORTON, as Executor of this my U\ST WILL AND TESTAMENT. If my Spouse, MARYANNE VlORTON, is unable or unwilling to serve in this capacity, I appoint my son GEOFFREY EOWARD MORTON to serve instead. [ request that my executor be permitted to serve without bond or surety thereon. I authorize my Executor to do any and all things which in his opinion are necessary to complete the administration and settlement of my estate, including full right, power and authority, without the order of any court and upon such terms and under such conditions as my Executor shall deem best for the proper settlement of my estate; to bargain, sell at public or pri- vate sale, convey, transfer, deed, mortgage, lease, exchange, pledge, manage and deal with any and all property belonging to my estate; to compromise, settle, adjust, release and discharge any and all obligations or claims in favor of or against my estate; and to borrow money for the payment of inheritance and estate taxes or for any other purpose. Without in any way limiting the scope of the powers enumerated herein of my executor, I hereby specifically give to him full power to ['etain any and all securi- ties or property owned by me at the time of my decease whenever, in his absolute and uncontrolled discretion, such a course shall seem to him to be best, without liability for depreciation or loss, and free from investment restrictions incident to execu- torship, whether imposed by common law or statute. In the execu- tion of his duties and powers as Executor he shall have the power to comply wi th a II lega I requi rements as to the execut ion and delivery of deeds and all other writings, documents or formalities Page 3 of 4 Pages wi thout the order of arty court; and he shall furnish a statemertt of receipts and disbursemertts at least annually to each person then entitled to receive income or property from my estate. IN WITNESS WHEREOF, have at Carlisle Barracks, Pennsylvania, this f;),-h_ day of JJfal.yjJL)I~__ 1986, set my hartd and seal to this my LAST WILL AND TESTAMENT consistirtg of four (4) typewritten pages. /) t) _ Will." j_t:LLJ~!f-1!:___ ____~ ( SEA L) RrCffir~- LEW ~5N Testator Signed, sealed, published and declared by the Testator, RICHARD LEW MORTON, as and for his LAST WILL AND TESTAMENT, in the presence of us, who at his request, in his presence and in the presence of each other, have hereunto subscribed our names as wi t nesses. NAME pi if, ,) . "llL4'Ui{J-_ L l.iJ~U(.tJ.LG~_ __ __ _ _ _ ~__ ,? t .:LL (, :;..0~_ t.:L').:.;!cJ2'LV__ __ __ _ _ __ ADDRESS ('jC; / /1 (I{ 2,'1v't J/ (~11 (, j t, I;) or / J < ---"'----- ---------- ---- ----I ------=-- - -- -----: I 'r -,/ J-/ ' ., i /.!. (( I ,t- ..' , _L_ ~ 1..l.i.::V~~L1:J2~~Kd,_~~'-i::~0~(c:,-___-t,,: {'L. c/ (,/ /:.. Page 4 of 4 Pages t\cknowledgment OO\ilMONWEALTH OP PENNSYLVANIA) SS: (,'OUNTY OF CIJ.\1BERLAND ) I, RICHARD LEW VIORfON, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed tile instrument as my Last Will; that I signed it willingly; and that [ signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by RICHARD LEW MORTON, the Testator, this 11llL day of 2C.UJ'LJU_L____, 1986. ----W~~~~~~~'~Jt~yN~-festator-- -- -L&t1h-fdfJ[ l~l(~ ~jd!o{l~---- "', 'r,"~ ~.v ,,' !:-'liC T',~('-i,'\ ,,!r~l(';\lh, tL ,,' ,', "'l,Pry ,,\,1',' "'''I~'~,-, Cn'?S', '., "',' .',~~ C.~,},,:.:: ,. :y, . '1 ~_ ~i" I' ;01; ',- ". ;;~: p ,); ; ~ '.1 t::; r: eS ,.""""",.,.",:,-\,-,,;, ~~'_'l:' ';" <, I' ;;~ .' (SEAL) A f f i da v i t CQV1VlONWEALTH OF PENNSYLVANIA) SS: COUNTY OF CIJ.\1BERLAND ) We, ;ji--1,-,':it_)-L_~j~L)ll.t_L~>~~,~!:i___.__ and _~~~,i_!..'~~__.J~_j.':bJ~I'{~':~______J the 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 RICHARD LEW MORTON, signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the the Testator signed the will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue i nf 1 uence. Sworn or affirmed to and subscribed to before me by 1 'I 1 . " d ( , / . I: , / . ' _)!... L '.'l'lU____~,_ _IL.. rJ ~._~\.... :_C__~__ ~~---i1~. a n ~--....l.--.i. w'-,-\'Jj: ____ -t.:.Lt.-_Ll_!.__J_L--i.:.(,,-4_________, witnesses, this ..!.","JL day of l!i<'.Yd'lt>kr+_' 1986. (SEAL) 1u.!~0.1. ,~d~_2 )jJ_'.!'-'-U_c __ __ ____ WITNESS f; .'. t ___-_~:.'..~:~:j:_(,::..-~-::.... Li ___--'-;L_,:l,l.:"_=_ i.L.. __~__ ~___~___ WI:r~ESS /) ~f.!\~~Lp0ic fC--~ ut~~"-r '-~'-'r- --- \-:.~ " ~ . " /'/-7.3-9' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN * REV.~B5 EX 'FP (01-02) JOHN B FOWLER MARTSON ETAL 10 E HIGH ST CARLISLE II I ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-02-2002 MORTON 04-05-2002 21 02-0612 CUMBERLAND 201 Amount Rellitted RICHARD L PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for.. with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... REV =483-E;"(AFP-Tiii:.-ozr----...-j:,icific'E--OF--IiE"ERiiiifA"TioN"-Aifli-AssElisMENY------------------------- --- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF MORTON RICHARD L FILE NO.21 02-0612 ACN 201 DATE 12-02-2002 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3.676.90 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 3.676.90 .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 _IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADOITIDNAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J /:7- ~.3- 7 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-02-2002 MORTON 04-05-2002 21 02-0612 CUMBERLAND 101 JOHN B FOWLER HARTSON ETAL 10 E HIGH ST CARLISLE. III ESQ PA 17013 *' REV-lS41 EX AFP {Ol-02> RICHARD L Allount Rellitted I CHANGED III 121 131 141 151 161 171 .00 .00 .00 .00 .00 167.631.41 185.837.00 [BI MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... REV=isW-EX-iif'P--foFoi!Y-NOi'"iCE--OF-YNHEifii'ANCE-YAX-i\-PPRAisEi.-ENT:--iiLi-oWAN-CE-OR"----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORTON RICHARD L FILE NO. 21 02-0612 ACN 101 DATE 12-02-2002 TAX RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule C) ~. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. ~ointly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad... Costs/Misc. Expenses {Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rat. (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rat. (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due EDITS: DATE 07-03-2002 10-15-2002 NUHBER CD001369 CDOOl725 INTEREST/PEN PAID [-I 189.47 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 191 1101 25,249.31 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 353,468.41 :71;.:749 31 328,219.10 .00 328,219.10 14, lS and/or 16, 17, 18 and 19 will returns assessed to date. .00 3,866.37 .00 .00 3,866.37 3,866.37 .00 .00 .00 I IF TOTAL OUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I .00 1111 1121 1131 1141 242,299.71 X 00 = 85,919.39 X 045 = .00 X 12 = .00 X 15 = 1191= AHOUNT PAID 3,600.00 76.90 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1"/-/3 -5" \. BUREAU OF INDIVIDUAL INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 TAXES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* NOTICE OF INNERITANCE TAX APPRAISEHENT, ALLORANCE OR OISALLORANCE OF DEDUCTIONs. AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-lS48EXAn> (Ol-OZ) " , " DATE ESTATE OF DATE OF DEATH FILE NUMBER /COUNTY SSN/DC ACN 10-07-2002 MORTON 04-05-2002 21 02-0612 CUMBERLAND 315-26-1635 02133085 RICHARD L MARYANNE 1103 LINN CARLISLE MORTON DR PA 17013 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-07-2002 ESTATE OF MORTON RICHARD L DATE OF DEATH 04-05-2002 COUNTY CUMBERLAND FILE NO, 21 02-0612 TAX RETURN WAS: S.S/D.C. NO. 315-26-1635 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02133085 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 54320-00 TYPE OF ACCOUNT: DATE ESTABLISHED (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 01-02-1980 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 703.06 0.166 117.18 .00 117.18 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." x TAX CREDITS, PAYMENT RECEl PT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF OEOUCTION5, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS IlEV-1548 EXAFP C01-02l l' ;1.; DATE ESTATE OF DATE OF DEATH '7 FILE NUMBER I COUNTY SSN/DC ACN 10-07-2002 MORTON 04-05-2002 21 02-0612 CUMBERLAND 315-26-1635 02133080 RICHARD L MARYANNE 1103 LINN CARLISLE MORTON DR PA 17013 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-07-2002 ESTATE OF MORTON RICHARD L DATE OF DEATH 04-05-2002 COUNTY CUMBERLAND FILE NO. 21 02-0612 TAX RETURN WAS: S.S/D.C. NO. 315-26-1635 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02133080 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 42033-00 TYPE OF ACCOUNT: DATE ESTABLISHED (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 05-21-1984 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 353.46 0.166 58.91 .00 58.91 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREsT. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128~0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOMANCE OR DISALLOMANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-I548 EX AFP tOI-n2l [' DATE ESTATE OF DATE OF DEATH FILE NUMBER (, COUNTY SSN/DC ACN 10-07-2002 MORTON 04-05-2002 21 02-0612 CUMBERLAND 315-26-1635 02133082 RICHARD L MARYANNE 1103 LINN CARLISLE A MORTON DR Amount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-07-2002 ESTATE OF MORTON RICHARD L DATE OF DEATH 04-05-2002 COUNTY CUMBERLAND FILE NO. 21 02-0612 TAX RETURN WAS: S.S/D.C. NO. 315-26-1635 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02133082 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 25312-00 TYPE OF ACCOUNT: DATE ESTABLISHED (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 10-01-1980 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 748.45 0.166 124.74 .00 124.74 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRIS8URG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOHANCE OR OISALLOHANCE OF OEDUCTION"t.ANO ASSESSMENT OF TAX ON JOINTLY KELO OR TRUST ASSETS IlEV-I~eEXil.FP(OI-02) MARYANNE 1103 LINN CARLISLE MORTON DR DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-07-2002 MORTON 04-05-2002 21 02-0612 CUMBERLAND 315-26-1635 02133091 RICHARD L Amount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-07-2002 ESTATE OF MORTON RICHARD L DATE OF DEATH 04-05-2002 COUNTY CUMBERLAND FILE NO. 21 02-0612 TAX RETURN WAS: S.S/D.C. NO. 315-26-1635 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02133091 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 31988-00 TYPE OF ACCOUNT: DATE ESTABLISHED (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 12-13-1982 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 373.58 0.166 62.26 . DO 62.26 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN t1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /'~ /) ,R 0 '" ',,/-./ --' - / BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .. NOTICE OF INHERITANCE TAX APPRAISEKENT, ALLDHANCE OR DISALLOHANCE OF DEDUCTION~<.AND ASSESSKENT OF TAX ON JOINTLY nELD OR TRUST ASSETS REV-I!i48EXiFPIDI-D2l -';::1 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 09-02-2002 MORTON 04-05-2002 21 02-0612 CUMBERLAND 315-26-1635 02129306 RICHARD L MARYANNE 1103 LINN CARLISLE MORTON DR Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv=isiii-Eif-AFP--foi-:02i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-02-2002 ESTATE OF MORTON RICHARD L DATE OF DEATH 04-05-2002 COUNTY CUMBERLAND FILE NO. 21 02-0612 TAX RETURN WAS: S.S/D.C. NO. 315-26-1635 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02129306 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 51102-11 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 12-31-1979 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 12,703.34 0.166 2,117.27 .00 2,117.27 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. ) ~/-O 1..- ~ I " MDW&:6 INfORMATION. ADVICE' ADVOCACY TELEPHONE FACSIMILE INTERNET (717) 243-3341 (717) 243-1850 www.mdwo.com ATTORNEYS & COUNSELLORS AT LAw WILLIAM F. MARTSOI\: JOHN B. FOWLER III EDWARD L. SCHORPP DANIEL K. DEARDORFF THOMAS J. WILLIAMS .. Ivo V. OTTO III GEORGE B. FALLER JR.'" CARL C. RiSCH MARK A. DENLINGER DAVID R. GALLOWAY TEN EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 .BOARD CERTiFIED CIVil TRIAL SPECIALIST July 3, 2002 Mrs. Mary C. Lewis Register of Wills Cumberland County Courthouse Carlisle, PA 17013 RE: . . L' Dr 130(/D or Cx\io\e Estate of RIChard L. Morton) 1103 Inn \ '} . Date of Death: April 05, 2002 Dear Mrs. Lewis: Enclosed with this letter is estate check number 1001 in the amount of $3,600.00 representing payment of Pennsylvania Inheritance Tax in the above-referenced estate. Will you please issue the appropriate receipt and forward it to me at the above address. I thank you in advance for your prompt attention to this matter. Very truly yours, MARTSON DEARDORFF WILLIAMS & OTTO ~.~.; JBF/slp Enclosure HAND DELIVERED F'\FILES\DA T AFlLE\EST A TES\FORMS\I06071-I-row.tax, I p.....,.." c:. I',: I I N FOR MAT ION . A D V ICE . A D V 0 CAe y 'M C," : ~ .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FOWLER JOHN B III ESQUIRE MARTSON AND ETAL 10 EAST HIGH STREET CARLISLE, PA 17013 ____uu lold ESTATE INFORMATION: SSN: 315-26-1635 FILE NUMBER: 2102-0612 DECEDENT NAME: MORTON RICHARD L DATE OF PAYMENT: 07/03/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/05/2002 NO. CD 001369 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,600.00 I I I I I I I I TOTAL AMOUNT PAID: $3,600.00 REMARKS: MARY ANNE MORTON C/O JOHN B FOWLER III ESQUIRE CHECK# 1001 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(1 '-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FOWLER JOHN B III ESQUIRE MARTSON AND ETAL 10 EAST HIGH STREET CARLISLE, PA 17013 n_'~U_ fold ESTATE INFORMATION: SSN: 315-26-1635 FILE NUMBER: 2102-0612 DECEDENT NAME: MORTON RICHARD L DATE OF PAYMENT: 10/15/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/05/2002 NO. CD 001725 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $76.90 I I I I I I I I TOTAL AMOUNT PAID: $76.90 REMARKS: RICHARD W MORTON C/O JOHN B FOWLER III ESQUIRE CHECK# 1002 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS "0 of COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8060l HARRISBURG~ PA 171Z8-D601 REV-7UEXAFP ID1-02) \\iiUs 02-16-2004 MORTON 04-05-2002 21 02-0612 CUMBERLAND 202 RICHARD L '04 FEB 20 All :20 JOHN B FOWLER III ESQ MARTSON ETAL 10 E HIGH sip,2~durt CARLISLE G\:il1be(>'ArJfl16i~. PA Allount Re..itted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your accountJ submit the upper portion of this forll with your tax pay.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ REY=;36-Eic--AFP-TiiI:.-o;!i-----..-NoficE-JJj:--DETERiiINATIoN'-AND-AifsEss-MENy----------------------- -- - -- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF MORTON RICHARD L FILE NO.21 02-0612 ACN 202 DATE 02-16-2004 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3,676.90 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 3.676.90 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.J