The URL can be used to link to this page

Home My WebLink About02-0673 PETITION FOR PROBATE and GRANT OF LETTERS Estate a/KATHRYN M. MORRISON also known as Deceased. Social Security No. 182-22-8751 No. To: ;1.1-0;).- GU.3 Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executrix named in the last will of the above decedent, dated January 10,2002 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 2850 Waggoners Gap Road, North Middleton Township, Carlisle, Pennsylvania. Decedent, then 91 years of age, died July 4, 2002, at 2850 Waggoners Gap Road, North Middleton Township, Carlisle, Pennsylvania. 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: [none] Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If 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: 2850 Waggoners Gap Road, Carlisle, PA 17013 $ 365,000.00 $ $ $ 106,000.00 WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant ofletters testamentary thereon. '->>1a~;<-J A44#Rt- Mary K. P ner 61 Stone C urch Road Carlisle, PA 17013 -----------------------------~--------------------------------------- --------------------------------------------------------------------- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) Sworn to or affirmed and subscribed before me this 26th day of ]. July. ,2002. UL . l1d.fA c: '(/,(" "'iIJLfI ,JlftJJi/1CJ"7f Mary C ,eWl S Register &' 17-77-/0 The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best oftne knowledge and belief of petitioner and that as personal representative ofthe above decedent, petitioner will well and truly administer the estate according to law. ~~~/2,?"if1fh/ Mary K. ner No. 21-2002-673 Estate of KATHRYN M. MORRISON, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, July 26th, , 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated January 10, 2002, and described therein be admitted to probate and filed of record as the last will of Kathryn M. Morrison and Letters Testamentary are hereby granted to Mary K. Penner. Will Book # Page . :tJ4ivQh. Register of Wills (J Mary C. Lewis FEES Probate, Letters, Etc. Short Certificates ~ ( 7 ) Renunciation x-Pages (3) JCP TOTAL $ 340.00 $ 21. 00 $ $ 9.00 $ 5.00 $ 3/5.00 Stephen L. Bloom, Esquire Sup. Ct. I.D. No. 49811 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Filed July 26th,2002 Letters are to be picked up Call Attorney's office attn: Lori C\LAS\EST A TES\J 0291 -3pel.l 21-20U2-673 LAST WILL AND TEST AMENT I, KATHRYN M. MORRISON, of North Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. I. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My personal representative shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my spouse, CHESTER A. MORRISON, absolutely. 3. In the event my said spouse shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all of my interest in the real property known as the North Middleton Hunting Camp, located on Pole Cat Road, Spring Township, Perry County, unto my grandson, MICHAEL A. PENNER. 4. In the event my said spouse shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, in equal shares, unto my daughters, MARY K. PENNER, NANCY L. MORRISON and BETTY J. SHULTZ, with substitution of issue per stirpes. Page I of 4 Pages I< /VO\/j K.M.M. 5. I nominate, constitute and appoint my daughter, MARY K. PENNER, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my daughter, BETTY J. SHULTZ, to act in such capacity. 6. I direct that my personal representative shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. 7. I authorize and empower my personal representative, in her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as she may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mDrtgage or pledge any real or persDnal property fDrming a part of my estate or tD join in or secure the partitiDn of same; tD comprDmise any claims Dr demands of my estate against Dthers Dr Df Dthers against my estate; tD make distributiDn in kind and to cause any share to be cDmpDsed Df cash, property Dr undivided fractional shares in property different in kind from any Dther share; to emplDY agents, attorneys and prDxies and to delegate tD them such power as my personal representative cDnsiders desirable and to pay reasonable compensation for such services as may be rendered by such agents, attDrneys and prDxies; and tD execute and deliver such instruments as may be necessary to carry Dut any Df these powers. In addition, I direct that my persDnal representative shall have the power to conduct an inventory of any safe deposit box necessary tD the administration of my estate. Page 2 of 4 Pages kA1 A/I K.M.M. : IN WITNESS WHEREOF I have hereunto set my hand and seal this 10th day of January, 2002. *~ 'IrJ, ~~ Kathryn M. Morrison (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. ----K)(a~ ,~/Ij' a ~ba.-' Page 3 of 4 Pages ( COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, KA THRYN M. MORRISON, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. k~7n'~nA' . Kathryn M. Morrison ~. Sworn or affirmed to and acknowledged before me by KATHRYN M. MORRISON, the Testatrix, this 10th day of January, 2002. <-fJ1t2-~7 CAU'~~/'( / Notary Public Notarial Seal Marika T. Chronister, Notary Public North MiddletonTwp., Cumberland County My Commission Expires Mar. 14, 2005 ~,PeMIyIvania_OINo1arie8 COMMONWEALTH OF PENNSYLVANIA ) : SS. ) COUNTY OF CUMBERLAND We, ~tep\\e{\ L b10Q~ and LO(I f\, ~l.L \ \\ IJQf\ 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 KA THR YN M. MORRISON, the Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~~ Address .;l100 L~1s C;.,p ~~J , {".~, I. sic: ,OA /'70/-S 'rttJJiA.U .~ Address 1-f " (!.h e/ Y. a. Ld.J\ C CCUhS,\e... pt\ 1Il)\~ Sworn or affirmed to and subscribed before me this 10th day of January, 2002. '-----'!11..L/l-C~ T CA.tj1Ub4 Notary Public C:\SLBI.E;;;tute Pla:lning\l 0291_1 w-will.doc Notarial Seal . Marika T. Chronister, Notary Public NorthMidd'etonTwp.,qumbMer1~~~2cib5 \ My Commission Expires a. , Member, pennsylVanlSAsSoCIationotNOlarlOS Page 4 of 4 Pages CERTIFICATION OF NOTICE UNDER RULE S.6(a) Name of Decedent: KATHRYN M. MORRISON Date of Death: July 4,2002 File No. 21-02-0673 To the Register: I certifY that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above estate on July 30, 2002: Name Address Mrs. Mary K. Penner Ms. Nancy L. Morrison Mrs. Betty J. Shultz Mr. Michael A. Penner 61 Stone Church Road, Carlisle, PA 17013 2850 Waggoners Gap Road, Carlisle, PA 17013 707 Paige Hill Road, New Bloomfield, P A 17068 17 Mountainview Terrace, Newville, PA ] 7241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: August 27, 2002 =~~ Stephen L. Bloom, Esquire 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Capacity: Counsel for Personal Representative 1, C:\LAS\Estates\ 1 029 J -3certnol , C- OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 11- 1 ']- I '- REV-1500 EX + (6-00) CAPB HpRL EplO CRAC KOTK ES FILE NUMBER o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Morrison Kathr n M. DATE OF DEATH {MM-DD-YEAR} COUNTY CODE YEAR SOCIAL SECURITY NUMBER 182-22-8751 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 21-02-0673 NUMBER DATE OF BIRTH (MM-DD-YEAR) REGISTER OF WILLS SOCIAL SECURI Y NUMBER X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received 3 date of death . Remainder Return prior to 12-13-82} 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 1 o 11. Election to tax under Sec. 9113(A) (Attach Sch O) . . AT,... sHoW; ;ili!itlll~," :.11 TO, 010. C P 0 0 Ste hen L. Bloom, Es uire R N FIRM NAME (If Applicable) 2100 Longs Gap Road R 0 E E Ste hen L. Bloom, Es uire Carlisle, PA 17013 S N T TELEPHONE: NUMBER C o M P T U A T X A T I o N R E C A P I T U L A T I o N 249- Real Estate (Schedule A) Stocks and Bonds (Schedule B) 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 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. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule l) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 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) (8) 523,261. 09 (11) 50.906.22 (12) 472,354.87 (13) (14) 472,354.87 154,444.44 7,056.&0 None (1) (2) (3) OFFICIAL USE QNL Y (4) (5) None 361,760.05 (6) None None 48,573.39 2,332.83 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 472,354.87 17. Amount ot Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. x X X X .0 0 .0 45 .12 .15 (15) (16) (17) (18) (19) 0.00 21,255.97 0.00 0.00 21,255.97 Copyright (c) 2000 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6-00) , Decedent's Complete Address: STREET ADDRESS 2850 Waggoners Gap Road CITY \ STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 21,255.97 0.00 20,193.17 1,062.80 Total Credits ( A + B + C) (2) 21,255.97 3. Interest/Penalty i1 applicable D. Interest E. Penalty TotallnterestlPenalty ( 0 + E) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 10 requesl a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax dUe. (SA) B. Enter the tolal of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable 10: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 0.00 ""iH:rn:HUUn"'" ""'<:H:iii\Hi' ,!!iiiH:i::P:!:;,j,'i""'" ""<:::!' Did decedent make a transter and: a. retain the use or income of the property transferred: b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. 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 cons'lderation? . 3. Did decedent own an ~in trust for" or payable upon death bank account or security at his or her death? 4. Old 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. Yes No ~~ o o o [:EJ [:EJ [:EJ 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. SIGNATURE OF PERSON RESPONSt6lE FOR FILING RETURN /'t I /() / -Uo :.l DATE l Mary K. Penner, Executrix 61 Stone Church Rd. - --C';'riisl" ,-- 1>1\- - 1 ''-6i3-- - - -- - --- - -- - -- - -- - - -- - --- Stephen L. Bloom, Esquire __ 2~90 _lconJ\~ Road __________________________ 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 trans1ers 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 Janual)' 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 ,So 9116 (a) (1,1) Oi)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fJling 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% I72 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% I72 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. Copyright (c) 2000 forrn software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) , REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Kathryn M. Morrison ssg 182-22-8751 07/04/2002 21-02-0673 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 which is jointly-owned with riqht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 North Middleton Hunting Camp - I-story detached hunting cabin, 11,444.44 Polecat Road, Spring Township, Perry County, Pennsylvania (an undivided 1/9 interest). See Appraisal Certification attached. SCHEDULE A REAL ESTATE 2 Real estate located at 2850 Waggoners Gap Road, North Middleton Township, Cumberland County, Pennsylvania. See Appraisal Certification attached. 143,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 154,444.44 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Kathryn M. Morrison ITEM NUMBER 1 10 SSfI 182-22-8751 07/04/2002 21-02-0673 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 2 DESCRIPTION $1,000 Series EE Savings Bond, Serial l1M14565500EE Accrued income on item 1 through date of death $1,000 Series EE Savings Bond, Serial l1M23528693EE Accrued income on item 2 through date of death $1,000 Series EE Savings Bond, Serial flM32344486EE Accrued income on item 3 through date of death VALUE AT DATE OF DEATH 500.00 UNIT VALUE 824.80 500.00 662.00 3 500.00 578.80 4 $500 Series EE Savings Bond, Serial flD24l54996EE Accrued income on item 4 through date of death $500 Series EE Savings Bond, Serial flD26985923EE Accrued income on item 5 through date of death $500 Series EE Savings Bond, Serial flD27592461EE Accrued income on item 6 through date of death $500 Series HH Savings Bond, Serial flD1l63022HH $500 Series HH Savings Bond, Serial flD1l63025HH $500 Series HH Savings Bond, Serial IID1l63024HH $500 Series HH Savings Bond, Serial l1D1l63023HH 250.00 268.40 5 250.00 243.40 6 250.00 229.20 7 500.00 8 500.00 9 500.00 500.00 TOTAL (Also enter on line 2, Recapitulation) 7,056.60 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV-1508 EX + (1~97) COMMONWEALTH OF PENNSYLVA.NIA. INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kathryn M. Morrison SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSI! 182 - 22 - 8751 07/04/2002 FILE NUMBER 21-02-0673 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 NUMBER 1 DESCRIPTION Capital Blue Cross, premium refund VALUE AT DATE OF DEATH 167.05 2 First Union, Certificate of Deposit #247412051719525 50,456.19 3 First Union, Savings Acct. #3000012326135 62,176.20 4 M&T Bank, Certificate of Deposit #31003910357027 10,169.62 5 M&T Bank, Certificate of Deposit #31003911153474 2,806.27 6 M&T BANK, Checking Acct. #2672029309 41,599.74 7 PNC Bank, Checking Acct. #5003191343 431. 00 8 PNC Bank, Savings Acct. #5003851938 42,845.33 9 Waypoint Bank, Certificate of Deposit #1755268454 63,419.55 10 Waypoint Bank, Checking Acct. #1703023003 81,814.10 11 Personal property, appraised value 5,875.00 TOTAL (Also enter on line 5, Recapitulation) $ 361,760.05 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX {Rev. 1-97) REV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN Re:.SIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Kathryn M. Morrison Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SSIf 182-22-8751 07/04/2002 FILE NUMBER 21-02-0673 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Ewing Brothers Funeral Home 5,150.00 2 Georges' Flowers, Funeral 132.50 3 Westminster Cemetery, Grave opening 850.00 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Mary K. Penner, Executrix Social Security Number(s) I EIN Number oj Personal Representative(s) Street Address 61 SlOane Church Rd. City Carlisle State PA Zip 17013 26,163.05 Year(s) Commission Paid: 2002 2. 3. Attorney's Fees Stephen L. Bloom, Esquire Family Exemption: (It decedent's address is not the same as claimant's, attach explanation) Claimant Nancy L. Morrison Street Address 2850 Waggoners Gap Road City Carlisle State PA Zip 17013 Relationship of Claimant to Decedent Daughter 11,500.00 3,500.00 4. Probate Fees Register of Wills 375.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs BelOty Shultz, ReimbursemenlO for lock replacemenlOs 22.20 2 Carlisle Petroleum, Fuel oil 42.25 3 Carlisle Petroleum, Furnace cleaning 22.20 4 Diversified Appraisal Services - Real Estate Appraisal 250.00 5 Erie Insurance, Homeowners 371.00 6 Filing fees for Inventory and Inheritance Tax Return 28.00 TOlOal of Continuation Schedu1e(s) 167.19 TOTAL (Also enter on line 9, Recapitulation) S 48 ,573 . 39 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Forro REV-1511 EX (Rev. 1-97) Estate of: Kathryn M. Morrison Soc Sec #: 182-22-8751 Date of Death: 07/04/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item # Description Amount 7 Perry Co. Recorder of Deeds, Photocopying expense 1.60 8 The Cumberland Law Journal Publication of Legal Notice 75.00 9 The Sentinel - Publication of Legal Notice 90.59 167.19 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kathryn M. Morrison SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS!! 182-22-8751 07/04/2002 FILE NUMBER 21-02-0673 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 2002-2003 Real Estate Taxes AMOUNT 755.75 2 Carlisle Regional Medical Center, Ambulance services 185.36 3 PP&L, Final electric bills 94.24 4 Stephen L. Bloom, Esquire, Attorney's fees 686.20 5 West Shore EMS, Ambulance service 463.89 6 Yellow Breeches EMS, Inc., Ambulance service 116.49 7 York Waste Management, Final trash service 30.90 TOTAL (Also enter on line 10, Recapitulation) $ 2,332.83 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc, Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES SSII 182-22-8751 07/04/2002 FILE NUMBER 21-02-0673 AMOUNT OR SHARE OF ESTATE ESTATE OF Kathnn M. Morrison NUMBER I. RELATIONSHIP TO DEC~DENT Do Not List Trustee(s) 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Nancy L. Morrison 177 Country View Estates Newville, PA 17241 Daughter 1/3 Estate Residue 2 Mary K. Penner 61 Stone Church Road Carlisle, PA 17013 Daughter 1/3 Estate Residue 3 Michael A. Penner 17 Mountainview Terrace Newville, PA 17241 Grandson 1/9 Interest in North Middleton Hunting Camp 4 Betty J. Shultz 707 Paige Hill Road New Bloomfield, PA 17068 Daughter 1/3 Estate Residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 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) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) ~ ~ (Q) 21-2002-673 LAST WILL AND TESTAMENT I, KATHRYN M. MORRISON, of North Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My personal representative shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my spouse, CHESTER A. MORRISON, absolutely. 3. In the event my said spouse shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all of my interest in the real property known as the North Middleton Hunting Camp, located on Pole Cat Road, Spring Township, Perry County, unto my grandson, MlCHAEL A. PENNER. 4. In the event my said spouse shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, in equal shares, unto my daughters, MARY K. PENNER, NANCY L. MORRlSON and BETTY J. SHULTZ, with substitution of issue per stirpes. Page 1 of 4 Pages k AIr /Ill K.M.M. 5. I nominate, constitute and appoint my daughter, MARY K. PENNER, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my daughter, BETTY J. SHULTZ, to act in such capacity. 6. I direct that my personal representative shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. 7. I authorize and empower my personal representative, in her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as she may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my personal representative considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my personal representative shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. Page 2 of 4 Pages KA1 A/I K.M.M. IN WITNESS WHEREOF I have hereunto set my hand and seal this 10th day of January, 2002. .9r'~ ?\'J ~ Kathryn M. Morrison (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. ~~ - ,~j' a ~tulL-' Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, KA THR YN M. MORRISON, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. k",~ 7)j, ~'^A' Kathryn M. Morrison .......,. Sworn or affirmed to and acknowledged before me by KATHRYN M. MORRISON, the Testatrix, this loth day of January, 2002. "~ / <--n;~T ~~ / Notary Public Notarial Seal Marllca T. Chronister, Notary Public NorthMlddleton1lNp..CumbertondCounty My Commission Expires Mar. 14, 2005 Memb8r. f'ennIYIY8rtI8A81OOa1'OO OIN011r188 ~cCO~M~$NWEAL TH OF PENNSYLVANIA _. .I,.. :_ , ;~._ --.' . 'jt~()mirYOF CUMBERLAND . - . . ) : SS. ) We, ~~9\,\e{\ l. blooV'A and Lori p... ~lA..-\ II IJQn 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 KA THR YN M. MORRISON, the Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~ Address ::;lIDO Lon1S r:."'P /z':'~J ('...rl.sl", .f-)A 170/') 'I0Iu l) .~ Address 1-f I he/s(. (l. L.(3-J'iC CClJh~1e:... PI\ 1I1)\~ Sworn or affirmed to and subscribed before me this loth day of January, 2002. ~~'T ~~4 Notary Public Notarial Seal Public Marllca T. Chronister. Notary County NorthMlddleton1lNp..Clumill'~4 2005 My commission exp ras ..... . , .. ..... _",,",,",~OIN018l18a C:'SLB\i:.~~_a1e ~1R?ning\ 10291.1 w-will.doc -'. -. -~- ',- .....,~ -~ ./;. : / .' Page 4 of 4 Pages I I I I I I I I ~ @b @ @ APPRAISAL CERTIFICATION I hereby certify that upon application for valuation by: THE ESTATE OF KENNETH J. PENNER the undersigned personally inspected the following described property: All those two certain tracts of land with improvements thereon erected situate in Spring Township Peny County, Pennsylvania, bounded and described as follows: TRACT NO. I: Beginning at a stone comer of/ands now or formerly of Catherine Saltsberger; thence by lands of same, South 8\1, degrees East 93 perches to stones; thence by lands now or formerly of the Oak Grove Lumber Company, South 75\1. degrees East 11'12 perches to a hickory; thence by lands of same, North 69 degrees East 13 perches to stone comer of the land now or formerly of the said Oak Grove Lumber Company and lands now or formerly ofH.H. Brownawell; thence by lands now or formerly of Brown awe II, North 7 degrees West 96 perches to the place of beginning, containing 13 acres and 106 perches, be it more or less. TRACT NO.2: Beginning at stones; thence by lands now or formerly of Henry Wertz, South 77'12 degrees West 20.5 perches to stones; thence by lands now or formerly of John Wertz, South 7 degrees East 96.2 perches to stones; thence by lands now or formerly of Oak Grove Lumber Company, North 69 degrees East 22 perches to stones; thence by lands now or formerly of Jacob Kutz, part of the same tract, North 7 degrees West 93.5 perches to the place of beginning, containing 12 acres and 58 perches, be it more or less. To the best of my knowledge and belief the statements contained in this report are true and correct, and that neither the employment to make this appraisal nor the compensation is contingent upon the value reported, and that in my opinion the Market Value as of June 16, 2001 is: ONE HUNDRED AND THREE THOUSAND DOLLARS $103,000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. ,/~<., /~ .:; .....~.:-.. ,.!. . ~., ,'I'" :,;. ~. <"", , . ~ ..- ;;./ .'* .\~~ :"" ..;:::~~ '"1 , .: .,~)'~ .~ "', ".. ~.s,""'~ ,....,;;.-. ..._0' ,-~.",,~,". ..~...... Lany . Foote Certified General Appraiser GA-000014-L 3 *Appraisal was recently conducted for same property in which Decedent owne~ ~n undivided 1/9th interest. No changes in the property cond1t1on or use between dat f ~~ ' death of Kathryn M. Morrison. e 0 a"l'i[),a1sal and date of ~ @b (Q) @ APPRAISAL CERTIFICA nON I hereby certifY that upon application for valuation by: the undersigned personally inspected the following described property: All that certain piece or parcel of land, with the improvements thereon erected, situate in North Middleton Township, Cumberland County, Pennsylvania, bounded and described as follows: Beginning at a stone in the Waggoner's Gap Road, and intersection of a road leading westward, at corner of lot now or formerly of Jacob W. Wetzel; thence along said road, South 71.25 degrees west 46.3 perches to stone; thence by said road and lot now or formerly ofW.D. Shambaugh, south 70.75 degrees west 11.8 perches to stone at lane; thence along said lane and land now or formerly of Charles E. Henry, south 14 degrees east 40.6 perches to a stake; thence by same south 17 degrees east 52.6 perches to a post; thence by lands now or formerly of Charles E. Henry, north 64.5 degrees east 60.6 perches to a locust; thence by land now or formerly of William Nailor and Waggoner's Gap Road, north 16 degrees 55 minutes west 86.3 perches to stone, the place of beginning. Containing 33 acres and 60 perches. Less however, outparcels of record, for a remaining acreage of 30. 99 acres, according to Cumberland County Assessment Office records. To the best of my knowledge and belief the statements contained in this report are true and correct, and that neither the employment to make this appraisal nor the compensation is contingent upon the value reported, and that in my opinion the Market Value as of July 4,2002 IS: ONE HUNDRED FORTY-THREE THOUSAND DOLLARS $143,000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. 3 C 0:: ;? z .. CD 0- 0. 0 " c. u;' !lIl~S" ~O<l> o"=> 0._ UlO -I o - III ?if 0::. .~() e,. "tI~-;- u"" - ,Q.o" -O"o-Q) 0 00::)::1 g::l::Jo.Q., ::J c.. C.Z:E! a. (ii' (ii" 0 ~: " " " ;; ("), ~ (j)(j)'X Ol- ()~~g.~ Q) ro'ro'~ \1l tnCll(fJ"'a. ~_ CC_ (DOOCD::J ~.,.,~ ::Jmm- mmCD. Q. ~ O'm m""~>< XQ)Q)Cal, nUlcn::J(1' :Ten" (ii" IO ~~~I5. ~ ~~g:E! ~ :5" 5" 5. ~ i Q 0 0 ml ~ ~ >< ~ Q) OJ . (") I&~Z~ :r"""l.., m:J o-~s:''g O::l~ga., ,,<:: - Q.tl:l......s.o "0-< ~ _.; , C......-....JUl:J -co Z -'COal 0 I; (fl O:J_:r: 0'" 0..-< ' ~. ~ S' S g! ~ Q.Q.m::) , 3c::C. ~ Q) g-CQ. 0''< C/I Q: . ~gDJ~3: oii)CfQml :J)( 3-0 ~i Q) CD 0 Q) 0 Q.x2..'<::I WCD::T3a. CD 3 ..!.... CD _. U:J::::ICIl "'C _-- :::::!.::;.; ~ -:::-: 3: Qcm~a' o~-^~' ~_c.."'D(J)~ i60'~3Q) (') .., Q) 0 :J illb"" "''' c. O (/Jo'<:rm ffi~5C1lx a.~ :-.Q.9- <<Og) Q 8 ~.e ~ (1):JCD co >< c. '" () mg. Q) @I~<:J zQ: :J a._CD ~ nr ' 0- Ctl cO".... a.(')UlOW Co 2!.'< ::J ::J !. o' CD a. I CD:J~:TI '" " 0"'0- -Zo C.o" _Co '< ~ 0- '" '" " ;;; '" <:: '" c. :?I iO' I ~i , eLl I~~i ',"" Cill. I' UI ""- N: 1 -cl ~lg'l I~II ;01 ' -I " - {R;~ IN.. ,00 tn '0- Ig; ,0 1<1 :~I~I o U> CJ> :0> 10 -0 III '" '" ~ o - ~ I' I Ie; <.01001-....1 1 1 1m m'.mllm:.m:ml:.I I IIIIIW m mlm m,m:m,I I,IjI i" 1.1' . : I . I~ I. '. I" ->.,...... -lo. I! ; -f:R ~ ~!ao-o:~I~!~ ~i~ ~ 0 01010101010110010013 01000;0;000'00 6;:1;:1;:'10100101'001 ~ ->.;N W N;N ->.'...... ->'I->'Iw ~.l:\rr.WNQ')-.....J-->''''''''''''''''''''ct) ~ U>,'~ W!wll'~ m Q')IQ') Q') ~ CJl m,N,l:a. C:O.(O W W'W W,D). ~1U>'00 ~'U>IN 0 00 01_ '" U>IO> ~ co ~ N ""'N N Z Wlc <0 co !\JIm w ~ 0'1 N!C m'D w m.W -->.:r: I I II m.mlm mimlmiI,I I II3 m!mmmmm, i 'C" I ,;: <'D I " .., , ii, I 1 . 0!010 0 .......!Ol-->.I.......'..............., , .......,0'1 ~ .......!O ~Io olololo~; :::i:::i::::i ::i:::::i::;: ::;:'::;!:::i::;: A>> tA' ,,,,1"'1'" "'I",I"'."'I"'!"'''' ~cl ,coleo co c:o co <0100 COiCO (X) .... " oiQ'):~I<o.o;"""'I~:~.~'~! , ' CJ>1u> ~ I z WN.......? t:lJ o => 0. UI I. " ffi ~ N u>1U>iU>IN'NIU>'U>IU>IU> M' CJl 0 OiO CJlIU>'lo,o 0 0 0010:000 00 OiO~m 06101010'00.:00'0 o o~o, 010_:_0:0:0[0:0, I I" I ' 1'0-1 I '1-1"'" N c:o:mlu>iNiNlwi.ww ~jcr ill ~ ~I.~~I~;~~I~ ~I,~!i m: ~ 0010,00 :t:.INI't; t; t;-t'iiB- 0010:010.0.................................... I I-->.'..............i i ; ,(,h < U>.'.w~iol.~I~ CJl!CJl'CJlIU>I'-c~ .......'N mi""'-J co ~ 0,0:0 0 c:o;~ ""I co W (0'010 Ololm ~iCoO coll~!~loi6,I'olo' 0,0 0 Oi~~OIO:O 0:0, ~1~1:~I~,~'I~i~I~I~'~li~ ~'Iq~ ~!~~l~i~'~~ m '0', C;'!.O" O"~()':t_~O'!O'IO' Ci'~ ~1~:::'I::!~'~i N 0010 0010,0: i'#.,'#. ,#-,,* cf2.;'#, ! I r ; " I " , I I I, ! ': ~i=lo'~lol'O'o:lo.ollo ~;~ ~I~I~ ~;~ ~iNN 00000 DiD 010,0 '10,01001010100:0',0 WIN!N:W,N'N!N.N'IN;Ni I Iii 0010.01.......,0:....... .......1.......;....... ....... O'1_~;.......!o:~lo 01010 ~ ~i~l~i~~ ~I~I!N:~ 00:0010;000010 1\.)->. .....'.....1\.)11\.)0 000 o m ~!~ 0 .....!~ ~,~,~ . . j )>< ~CD ;::' j <I> 0- 3".c! < (1) :;0 ~CD 0" -< 0 :+ -< iii' e: z .. " 0= AI ::::J: S":tiTl '"1-' ~ - m<l>-o - -0 ~ ~ -. -." "1110..... :;-'5' CJ ~'" III C ;;'0 CD AI =-IW .. -~- CD -CD 0 ~.. CD ~o~ ""N -- Z I\)N o 00 - 00 .. I\)N F~N0 Reference 10: 399651 First UnionlWachovia Attn: Account Verifications POBox 40028 Roanoke V A 24022-7313 August 5, 2002 STEPHEN L BLOOM ATTORNEY AT LAW 2100 LONGS GAP ROAD CARLISLE, PA 17013 SUBJECT: Verification I Confirmation of Account and Balance Information provided for: Customer: KATHRYN M MORRISON (SSN# 182-22-8751) Date of Death: July 4, 2002 Deoosit Account Information Account Type Account Number Date of Death Balance Average Balance'" Date Opened Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247412051719525 LEGAL TITLE KA THRYN S. MORRISON $50,374.42 3/15/2002 7115/2003 $81.77 $374.42 SA VINGS 3000012326135 LEGAL TITLE KATHRYN S. MORRISON MARY K PENNER, POA $62,164.41 1/4/1999 $11.79 $762.90 . Due to system limitabons, we can only provide a twelve month average balance on depositoI)' accounts. No Safe Deposit Box found for customer, . Date of death balance does not include accrued interest. ~ @b @ @ '" 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. GwQ~ Julia Sorrells Servicenter Associate August 5, 2002 (540)563-7323 Phone Number abs; ag 'li:,','.I:\/ r:!M&rBank August 23, 2002 RE: Estate Search The Estate of: Date of De3th (D.O.D.) To Whom It May Concern: KATHRYN M MORRISON 71412002 Identified below is the account information requested. I. M&T Bank accounts in which the decedent's name appears: Account Type CHK CD ~ @b @) Account Number 2672029309 OPENED 9167 31003910357027 OPENED 8199 31003911153474 OPENED 5190 Account Title Opening Branch Accrued fnterest D.O.D. Balances (Includes Accr. Int.) $41,599.74 $3.51 CHESTER A MORRISON KATHRYN M MORRISON CHESTER A MORRISON KATHRYN M MORRISON CHESTER A MORRIOSN OR KATHRYN M MORRISON 4319 4319 $10,169.62 $169.64 4319 $2806.27 $12.02 Loans, Mortgages, or other obligations titled in the decedent's name @untNumber 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 infortnation provided. please contact our Records Department at (716) 635-40 10 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: DATE: eI.iA~~ Authorized Signature 6>2-S-0y Manufacturers and Traders Trust Company. 1100 Wehrle Dnve, Po. Box 767, BuHalo. NY 14240-0767 QPNCBAN< August 12, 2002 Stephen L Bloom Attorney at Law 2100 Longs Gap ReI ClII'lisle, PA 17013 scp RE: Estate of Kathryn M Momson (Deceased) SSN: 182-22-8751 OOD: 07-04-2002 Dear Mr Bloom: In response to your request for Date of Death balances for the customer noted above, our records show the following: Cbeeking ACeGet Account#5003 I 91343 Established 10-19-2000 KATHRYN M MORRISON OOD balance: $431.00 Non interest bearing account ~ ~ @ @ Savlngs AccoWlt Account#5oo3851938 Established 02-22.2002 KATHRYN M MORRISON DOD balance: $42.810.35 + 534.98 acerued interest Interest earned 01-01-02 thru 07-04-2002 $201,71 YTD Please note that this office only provide. date of death bBl.n.....~ for deposit accounts (lRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or slop by your local PNC Bank branch office. Sincerely, 'Ct~ .c___ ;1. ~ Erica L Schlegel PNC Decedent Reporting Fimside Center 500 Pirs, Ave, 4'" FI elf PillN>urah PAl 5219-3128 1-800-762-1775 Manbcr PDIC TOTAL P.01 "lWay~qi!lt LOOK FOR US. WE"LL GET YOU THERE. 08/0 I /2002 STEPHEN BLOOM 2100 LONG GAP RD CARLISLE P A 17013 The information which you requested on the account(s) of KATHRYN MORRISON (Social Security Number 182-22-8751) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership SOLE SOLE Name of Joint Owner, if any Date Ownership Was Established 81814.10 1755268454 CERTIFICATE 04/28/95 63406.10 13.45 63419.55 1703023003 CHECKJNG 12/06/99 81808.23 5.87 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Acccant O\vnership Name of Joint Owner, if any Date Ownership Was Established ~ @h @ ~'nal [ tion Re ested tderelY,~ KA~~O~ SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PENNSYUlANIA 17105-1711 Toll Free I-B66-WAYPOINT (I-B66-929-7646) . IN YORK AREA 717/BI5-4500 . www.waypointbank.com ~ @b @ @ Kevin M. Wickard 140 Pleasant Hall Road Carlisle. PA 170]) (717) 241-534J /\ugust 22, 2002 Kathyrn Monison Waggoners Gap Road Carlisle, PA 17013 I, thc undersigned appraiser, have personally inspected the al1icles listed on the attached sununary. To the best of my knowledge, the values stated are true and COlTect as of August 22, 2002. I have found most items to be in good condition and have taken into account both physical and functional depreciation in aniving at conclusion of value. I further certifY that I have no personal interest in this property and that neither my employment nor compensation is contingent upon the valuation of this propelty. In my opinion the fair market value of the items contained in the estate of Katlu-yn Monison of August 22, 2002 is $5,875.()O. Respectfully submitted, ~Ih fJ~ '8'.. .;JJ' 0,.;1 Kevin M. Wickard . Seymour A. Ewing L.F.D. 630 Solnh Hanover Street; Carlisle, PA 17013 Phone: 717243-2421 Fax: 717 243-7553 William M. Ewing L.F.D. STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED Charcs a~ .only for those. itemli .that Y9\1 selected or that are required. If we are required hy law or by a cemetery or a crematory to use any iten\~. we will explam the reasons In wntmg below. I(you selected a lkneral tha.l may, require embalmina. such as a funeral \!lith vie~ing. Y.ou lTlay )l<Jve to pay lor embalming. Yo~ do not hijve to nay for embalming you diu not approve if you selede<t arrangements sucll as a direct cremation or Imn1edlale bunal. II we charged for embalming, we will exr;laln why below. For the Service of: Kathryn M. Morrison Date of Death Julv 4. 2002 Charge to: Mary K. Penner 61 Stone Church Rd. Carlisle Name Address City A.. CHARGE FOR SERVICES SELECTEO' raditional Packa or Itemized Funeral 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff. . . . . . . . . .$ Embalming. . . .. . . . . . . . . . . . . .. . . . . . . . .$. Other Preparation of body 3195.00 -0- ......... .............. .. $ -0- SUB-TOTAL OF PROFESSIONAL SERVICES. . .... Al $ 2. FACILITIES AND SERVICES Use of facilities and services for Viewing (VisitationlWake). . . .$ -0- Use of facilities and services for Funeral Ceremony. . . . . . . . . . . . . . . . . .$ -0- Use of facilities and services for Memorial Service. . . . . . . . . . , . . . . . . .. .$ -0- Use of equipment and services for Graveside Service . . . . .$ -0- Other use of facilities 3195.00 ............~ ~ SUB-TOTAL OF FACILITIES/EQUIPMENT. . . . . . . . . . . . A2 $ 3 AUTOMOTIVE EQUIPMENT Vehicle to transfer remains to Funeral ..... $ Local.. . Hearse (Casket Coach) Local...... . Umousine Local. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ r-amily Car Local. . .. . . . . . . . . . . . . . . . ~~rcar.orfloral disPosition............$ ladl car/Clergy . r for pallbearers ~~ to~~ ~r~n~~orta~l~n .....................: $ $ -0- ............ $ -0- -0- .... .$ -0- -0- ........... $ -0- -0- -0- -0- -0- @ SUB.TOTAL OF AUTOMOTIVE EQUIPMENT. . . .. .A3 $ TOTAL OF PROFESSIONAL SERVICES, FACILITIES AND AUTOMOTIVE EQUIPMENT. . . . . . . . . . . 3195.00 ...... A $ B. CHARGES FOR MERCHANDISE Casket............................. ,$ (Description) 20G Jupiter Sealer 1825.00 Outer Receptacle . . . . . . . . . . . . . . . . . . .'$ (Description) From C:emeterv -0- Outer burial container. . (Description) .$ .0. Other Clothina Cremation Urn. . (Description) TOTAL MERCHANDISE SELECTED. C. SPECIAL CHARGES Forwarding of remains to (Funeral Home) Receiving of remains from (Funeral Home) Immediate Burial. . . . $ Direct Cremation. . . $ $ 000 SUB-TOTAL OF SPECIAL CHARGES. D. CASH ADVANC;D: ~ Opening Grave\Fami1~ . . . . . . . .: Lot and Deed.. . . . .$ Newspaper Notices. Local. . . $ Newspaper Notices. Out-of.town. ....$ Telephone & Telegrams. . .$ Airfare. $ Clergy/Mass Offering $ Pallbearers. . . . $ Certified Copies of the Death Certificate. $ Police Escort. . . . . .$ * Flowers (Family) . . . . . . . .$ Vault Service Charge. . . . . . . . $ $ $ $ $ $ $ 0.00 SUB-TOTAL OF ADVANCES. . . . . We co.arQe you for our s.erviGes in obtaining: (speclry CaSh advance Items). None PA State $ $ .$ $ -0- -0- -0- -0- -0- -0- B $ 1825.00 -0- -0- -0- -0- -0- C$ -0- $ $ $ $ -0- -0- -0- -0- -0- -0- -0- 100.00 -0- 30.00 -0- -0- -0- -0- -0- -0- -0- -0- -0- ..... D $ 1:-:!noo SUMMARY OF CHARGES: A. Professional Services, Facilities and Equipment and Automotive Equipment. . . . . . . . . . . B. Merchandise... C. Special Charges. . . D. Cash Advances. . .. $. .$ .....!I: ............. .~ TOTAL OF ALL SELECTIONS. . PAID AT TIME OF OR PRIOR TO ARRANGEMENTS. . . BALANCE DUE. RFARON FOR EMBALMING j' 3195.00 1825.00 -0- 130.00 .$ 5150 00 ... $ .$ 0.00 5150 00 No. MDNEY REI:EIPT 7Jc.... I ~ Q.. Received of . '11r.,A h ~ k (? q " A I A r11fJ Hu nd_A o1J(l~ -!1-1; o-.J~ =Bollars '0 c-.j " "" \0.. u:;; .".J '""'" .. I- t"'? 0(.1:1 o:t' -I""'" ("-.J "- '" , "" <- '" - '" <- '""" """" ~ ..., o tn ", '" ~ ~ (Q) @ For /, $ ~\()..~ .... FORM 4161'/ " '" 0> '" o>~ ..., '" '" '" 0> '" '" t-. " '" ..., ..., '" '" "' ..., "" ~ '" "" "' " 0> '" .", ..., w .. '" '- '" '" "" >- ::> ~ >- >- <'!: "' 0.. 0> 0> '" ('"J 0 ("'J""-;' 0 '" " LI-:'J # = '" ....... Cl- r.n en ,.- x:: 0 0 ow....._ ~ Lr &1 O~5 0> '" 0> '=' 0> '=' 0> ~ '" '" '" 0> '" '" <- 0., " '=' ("'.J N ,., "' - -, - - .,. '" ." ..., "" <; ~ ~ ~ <'!: U '" "" .;,;: 0.. -' '" " Am <'!: tj U '" ~ >- ~ '" >- '" '" "" '- - -' >- -' w '" .., ..., , <'!: "" Z ..., " "" :~ >- z << " <'!: => <'!: 0> W Z "" "- "' >- >- >- u . t' .~.. '.'" "* .-- iOOi- '" .. ~E! .. ,.., '* &,w. +' '* '" .. .~ ~ <3 .. (fl -ilof. "'.. '" .. t..-:, ....... '=' <- c=J 0:' o C::' '" c-. ,:;::. 0 '" (.;-, C) 0.. STEPHEN L. BLOOM ATTORNEY AND COUNSELLOR AT LAW 2100 Longs Gap Road Carlisle, Pennsylvania 17013,Tel 717-249-7717 Federal EIN 25-1851818 Invoice submitted to: Morrison, Kathryn M. Estate 61 Stone Church Road Carlisle, PA 17013 Mrs. Mary K. Penner, Executrix October 01, 2002 In Reference To: Estate Administration Invoice #1042 Professional Services 7/16/02 SLB Administrative matters 7/19/02 SLB Evaluation and analysis of estate real estate matters 7/23/02 SLB Preparation for and attend conference with Executrix and beneficiary; Preliminary preparations for probate PL Obtain Deed and property information from Recorder of Deeds Office 7/24/02 SLB Administrative and estate accounting matters 7/29/02 SLB Administrative and estate accounting matters 7/18/02 PL Preparation of Petition for Grant of Letters Testamentary and Estate Information Form; Research re real property assessment information and unclaimed property inquiry with Department of Treasury 7/19/02 PL Review Deed and appraisal for hunting camp; Preliminary preparations for accounting and inheritance tax return preparation /23/02 PL Prepare for and attend conference with Executrix re estate administration; Administrative matters re same Hrs/Rate Amount 0.25 185.00/hr 0.08 185.00/hr 46.25 15.42 2.12 185.00/hr 391.58 0.58 105.00/hr 0.37 185.00/hr 0.08 185.00/hr 61.25 68.50 15.42 1.17 105.00/hr 122.50 1.00 105.00/hr 2.50 105.00/hr 105.00 262.50 PRACTICAL COUNSEL + CHRISTIAN PERSPECTIVE Morrison, Kathryn M. Estate Page 2 HrsJRate Amount 7/24/02 PL Finalize Petition for Grant of Letters; Prepare IRS Form SS-4 and 3.75 393.75 corrrespondence with Internal Revenue Service re same; Request for 105.00/hr Safe Deposit Box Inventory authorization documents from Department of Revenue; Correspondence with Executrix; Correspondence with Blue Cross/Blue Shield, Department of Public Welfare and Social Security Administration; Telephone conference with M&T Bank re CD account titling 7/26/02 PL Conference with Executrix for presentation of Will and Petition for 1.08 11375 Probate and consultation re estate matters 105.00/hr 8/1/02 SLB Evaluation and analysis of Perry County real estate documents/deeds 0.30 54.58 185.00/hr PL Research real estate title information at Perry County Recorder of 2.17 227.50 Deeds Office 105.00/hr 7/30/02 PL Telephone conference with Register of Wills; Obtain Letters 3.42 358.75 Testamentary from Register of Wills Office; Telephone conference with 105.00/hr AAA re motor vehicle title transfer matters; Prepare Legal Notices for publication and correspondence re same; Correspondence with banks re date of death account valuation information; Prepare required Notices to beneficiaries, Forms W-9 and related correspondence; Correspondence with Executrix 7/31/02 PL Review DPW correspondence; Real estate matters 0.25 26.25 105.00/hr 8/27/02 PL Administrative and estate accounting matters; Review proofs of 0.42 43.75 publication from The Sentinel; Preparation and filing of required 105.00/hr Certification of Notice to Beneficiaries with Register of Wills 8/29/02 SLB Conference with Executrix and Bank Representative at M& T Bank for 0.92 169.58 Safe Deposit Box Inventory 185.00/hr 8/14/02 PL Telephone conference with IRS re Estate tax identification number; 0.42 43.75 Correspondence with IRS 105.00/hr 8/28/02 PL Review Personal Property Appraisal from Mr. Wickard 0.17 17.50 105.00/hr 8/29/02 PL Telephone conference with M& T Bank re safe deposit box inventory; 1.33 140.00 Conference with Executrix and Mr. Bloom at M& T Bank for conduct of 105.00/hr same and completion of Department of Revenue documentation; Review real estate appraisal and M& T Bank account statement; Evaluation of real estate matters SLB Evaluation and analysis of Real Estate matters 0.17 30.83 185.00/hr PRACTICAL COUNSEL + CHRISTIAN PERSPECTIVE Morrison, Kathryn M. Estate 8/30/02 PL Review date of death account information and correspondence re M& T Bank; Telephone conference with M&T Bank 9/11/02 PL Telephone conference with Pennsylvania Department of Revenue re safe deposit box inventory; Correspondence to same; Correspondence to Executrix 9/12/02 PL Administrative and estate accounting matters; Preparation of Inventory and Appraisement; Preparation of Inheritance Tax Return and Schedules; Research information re Series EE and HH U.S. Savings Bonds 9/13/02 PL Preparation of Inheritance Tax Return and Schedules; Confirm status of Blue Cross/Blue Shield premium refund 9/19/02 SLB Research re real estate information necessary to establish chain of title at Perry County Courthouse; Preparation for drafting of fiduciary Deed of distribution 9/27/02 SLB Administrative and tax matters 9/17/02 PL Preparation of Inheritance Tax Return and Schedules; Telephone conference with Capital Blue Cross re refund status 9/20/02 PL Preparation of draft Fiduciary Deed 9/30/02 SLB Administrative and estate accounting matters 9/27/02 PL Review bank account statement; Telephone conferences with Executrix; Preparation of Inheritance Tax Return, Schedules and Exhibits; Preparation of Inventory and Appraisement; Administrative matters 10/1102 SLB Finalize Inheritance Tax Return matters; Drafting of Fiduciary Deed and recital provisions documenting chain of title PL Administrative and estate accounting matters; Finalize Schedules and Exhibits for Pennsylvania Inheritance Tax Return; Real estate matters Subtotal of charges Reserve for fees anticipated for remaining and final matters of administration, including tax preparation and filing, accounting and family settlement agreement, disposition of real property, and required filings and procedural matters For professional services rendered PRACTICAL COUNSEL .. CHRISTIAN PERSPECTIVE Page 3 Hrs/Rate Amount 0.17 105.00/hr 0.50 105.00/hr 17.50 52.50 3.67 105.00/hr 385.00 1.00 105.00 105.00/hr 3.15 583.32 185.00/hr 0.17 30.83 185.00/hr 0.67 70.00 105.00/hr 1.17 122.50 105.00/hr 0.10 18.50 185.00/hr 5.17 542.50 105.00/hr 2.50 185.00/hr 462.50 3.00 105.00/hr 315.00 $5,413.56 $6,086.44 43.82 $11,500.00 Morrison, Kathryn M. Estate Additional Charges: 7/26/02 Probate Fee - Register of Wills of Cumberland County 811/02 Copying cost - Documents at Perry County Recorder of Deeds 7/30102 Publishing Fee - Legal Notice - The Cumberland Law Journal 8/27/02 Publishing Fee - Legal Notice - The Sentinel 9/11/02 Appraisal Fee (Real Estate) - Diversified Appraisal Services 9/19/02 Copying cost - Deeds and Information - Perry County Recorder of Deeds Total costs Total amount of this bill Balance due PAYABLE UPON RECEIPT - THANK YOU PRACTICAL COUNSEL.. CHRISTIAN PERSPECTIVE Page 4 Amount 375.00 1.60 75.00 90.59 250.00 7.60 $799.79 $12,299.79 $12,299.79 c Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Kathryn M. Morrison No. 21-02-0673 also known as Date of Death 07/04/2002 ,Deceased Sodal Security No. 182 - 22 - 8751 Mary K. Penner, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I /We verify that the statements made in this Inventory are true and correct. If\Ne understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Stephen L. Bloom, Esquire Personal Representative Signature ~1 Z"l-L"J .-r. BJf Pfl'? F..Y f" e . Mary K Penner ' I.D No.' 49811 Signature: Address: 2100 Longs Gap Road Address: 61 Stone Church Rd. Carlisle, PA 17013 Carlisle, PA 17013 Telephone: 717/249-7717 Telephone : 717/249-4990 / tJ / r9.-/0d--. Dated: Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 523,261.09 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-7 (1992) Estate of: Date of Death: County: INVENTORY Kathryn M. Morrison 07/04/2002 Cumberland CASH: Capital Blue Cross, premium refund 167.05 First Union, Certificate of Deposit #247412051719525 50,456.19 First Union, Savings Acct. 113000012326135 62,176.20 M&T Bank, Certificate of Deposit #31003910357027 10,169.62 M&T Bank, Certificate of Deposit #31003911153474 2,806.27 M&T BANK, Checking Acct. 112672029309 41,599.74 PNC Bank, Checking Acct. 115003191343 431.00 PNC Bank, Savings Acct. 115003851938 42,845.33 Waypoint Bank, Certificate of Deposit #1755268454 63,419.55 Waypoint Bank, Checking Acct. #1703023003 81,814.10 -1- 355,885.05 , PERSONAL PROPERTY: Personal property, appraised value BONDS: $1,000 Series EE Savings Bond, Serial #M14565500EE Accrued income through date of death $1,000 Series EE Savings Bond, Serial #M23528693EE Accrued income through date of death $1,000 Series EE Savings Bond, Serial #M32344486EE Accrued income through date of death $500 Series EE Savings Bond, Serial #D24l54996EE Accrued income through date of death $500 Series EE Savings Bond, Serial #D26985923EE Accrued income through date of death $500 Series EE Savings Bond, Serial #D27592461EE Accrued income through date of death -2- 5,875.00 500.00 824.80 500.00 662.00 500.00 578.80 250.00 268.40 250.00 243.40 250.00 229.20 5,875.00 $500 Series HH Savings Bond, 500.00 Serial #Dl163022HH $500 Series HH Savings Bond, 500.00 Serial #Dl163025HH $500 Series HH Savings Bond, 500.00 Serial #Dl163024HH $500 Series HH Savings Bond, 500.00 Serial #Dl163023HH REAL ESTATE/PA: North Middleton Hunting Camp I-story detached hunting cabin, Polecat Road, Spring Township, Perry County, Pennsylvania (an undivided 1/9 interest). See Appraisal Certification attached. 11,444.44 Real estate located at 2850 Waggoners Gap Road, North Middleton Township, Cumberland County, Pennsylvania. See Appraisal Certification attached. 143,000.00 TOTAL RECEIPTS OF PRINCIPAL. ......... ..... - 3- 7,056.60 154,444.44 523,261.09 ================ 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 BLOOM STEPHEN L 2100 LONGS GAP ROAD CARLISLE, PA 17013 ~------- fald ESTATE INFORMATION: SSN: 182-22-8751 FILE NUMBER: 2102-0673 DECEDENT NAME: MORRISON KATHRYN M DATE OF PAYMENT: 10/02/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/04/2002 NO. CD 001682 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $20,193.17 I I I I I I I I TOTAL AMOUNT PAID: $20,193.17 REMARKS: MARY K PENNER C/O STEPHEN L BLOOM ESQUIRE CHECK#17 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS "'- //- /'/- /,Q/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28D601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STEPHEN L BLOOM ESQ 2100 LONGS GAP RD CARLISLE PA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-11-2002 MORRISON 07-04-2002 21 02-0673 CUMBERLAND 101 *' REV_lS47 EK AFP {G1~Oll KATHRYN M Allount Rellitted 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:is4TE;nm'--fiiFii2Y-NcificE--oln:NHEifi;:Ai'-cE-TAin~-pPRAisEMEN'r,--A:iXowANctnfli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORRISON KATHRYN M FILE NO. 21 02-0673 ACN 101 DATE 11-11-2002 TAX RETURN WAS, (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16J 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18J 19. Principal Tax Due .00 X 00 = .00 472,354.87 X 045 = 21, 255.97 .00 X 12 = .00 .00 X 15 = .00 (19)= 21,255.97 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stoeks and Bonds {Schedule Bl 3. Closely Held Stoek/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ll) (2) (3) (4) (5) (6) (71 154,444.44 7,056.60 .00 .00 361,760.05 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governb8ntal Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 48,573.39 2.332.83 (11) (12) (13) (14) NOTE: To insure proper credit to your account~ submit the upper portion of this for. with your tax pay..ent. 523,261. 09 I;O.Q06 11 472,354.87 .00 472,354.87 TAX CREDITS: "" " TOT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-02-2002 CDOO16B2 1,062.80 20,193.17 TOTAL TAX CREDIT 21,255.97 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, 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" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After Jnly 1, 1992) Name of Decedent: KATHRYN M. MORRISON Date of Death: July 4, 2002 FileNo.: 21-02-0673 Social Security No.: 182-22-8751 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/A. 3. If the answer to No. J is Yes, state thefollowing: a. Did the personal representative file afinal account with the Court? Yes_ No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/ A. c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. --4~ - . Stephen L. Bloom, EsqUIre 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Counsel for Personal Representative Signature: "7 ,Name~""i Address:' Date: September 26, 2003 C:\LAS\Estates\ 1 0291-3statrpt.1