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HomeMy WebLinkAbout01-0350PETITION FOR PROBATE and GRANT OF LETTERS Estate of 7. _ vrur_rxrr n t`'tORRRW No. also known as To: Deceased. Social Security No. ~ 1 7 _ O 5 _ 01 A a~- ai - 3so Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitione~syj, who is/'f~ 18 years of age or older an the executer named in the last will of the above decedent, dated n~t_r,r,er 2h , 19 A l- and codicil(s) dated F b r t a r ~r~, 1 9 91 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in tmb ~ and County, Pennsylvania, with h g r last family or principal residence at MP e G i a h y i l l a q~, ii~nP r A 1 1 P n y,i G p, (list street, number and muncipality) Decendent, then fi 0 years of age, died Ma r ~h 2 4 , 2 0 O 1 ~~j~ at MF?eci ah_~7i 1 1 arra Except as follows, deceden did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 7 ~ h n (Z 0 n (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: WHEREFORE, petitionerkSy respectfully request(s) the probate of the last will and codicil~y presented herewith and the grant of letters ~'. A c ~ a mP n 1: c~ r ~/ (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. U C ~N Thomas M. Morrow av _ 90 Conley Lane ~.~ F.tt G, PA 17'1 ~• va w. L 0 (~ C 00 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well an ruly administer the estate according to law. Sworn to or affirmed a~d, subscribed _ ~~..--- before a this .~? day of -rl~ ., i~. ~ ,rY a c. .fl. ~ Regist r y No. 21-of-sso Estate of L VIRGINIA MORROW ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APRIL 3 XIXj 2001 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) date' 10 26-1981 CODICIL DATED 02-20. 1991 described therein be admitted to probate and filed of record as the last will of L. VIRGINIA MORROW and Letters TESTAMENTARY are hereby granted to THOMAS M. MORROW FEES Probate, Letters, Etc.......... ~ 115.00 Sgho Certificates(1 d . 5-- CO~~tXrXrt ................ $ JCP ~ 5.00 TOTAL $ 190.50 Filed ..APRZ~, .2,. zQ01 ................. . Register of Wills John D Killian Attv. ID #7080 ATTORNEY (Sup. Ct. I.D. No.) 218 Pine St. Harrisburg, PA 17108 ADDRESS (717)232-1851 PHONE MAILED LETTERS TO ATTORNEY APRIL 3, 2001 - - -~ ~~ OF L. VIRGINIA MORROW I, L. VIRGINIA MORROW, declare this to be my Last Will and Testament and hereby revoke all prior wills and codicils made by me. FIRST: My Executor shall pay from the residue of my estate all my debts, funeral expenses, administration expenses, and all estate, inheritance, succession, and transfer taxes imposed by the United States or any state, territory, or possession which shall become payable by reason of my death. It shall not be necessary to file any claims therefor, nor to have them allowed by any court; provided that no proceeds from a qualified employee benefit or retirement plan which may become part of my estate shall be used to pay debts, claims, taxes or administration expenses. SECOND: I give and bequeath all of my household furnishings, automobiles and personal effects to my son, THOMAS M. MORROW, if he survives me by thirty (30) days. If my son is not living on the thirty-first day following my death, then I give and bequeath such of my tangible personal property as is set forth in a separate, unsigned letter of instruction, which I shall place with my Will, to the LAST WILL AND TESTAMENT OF L. VIRGINIA MORROW persons therein designated. If I have not left a letter of instruction or for those articles not distributed under this letter of instruction, I direct that such items be distributed among my grandchildren as they shall choose. If there is no agreement as to distribution, then I direct my Executor to make such distribution. The decision of my Executor shall be binding. THIRD: I give and devise the residue of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my death, including any property over which I now have or hereafter acquire a power of appointment unto THOMAS M. MORROW, provided however, that he survives me and is living thirty (30) days after the date of my death. FOURTH: If my son, THOMAS M. MORROW, predeceases me or dies on or before the thirtieth day following my death, I devise and bequeath the residue of my estate of every nature and wherever situate to the Trustee hereinafter named, IN TRUST, for the following uses and purposes: A. To accumulate the net income and to expend and apply so much of the net income, accumulated income, and principal of this trust as 2 LAST WILL AND TESTAMENT OF L. VIRGINIA MORROW Trustee, in its sole and absolute discretion, deems advisable for the health, support and education (including vocational and college education, both undergraduate and graduate) of my grandchildren after taking into consideration their other readily available assets and sources of income, or during illness or emergency. The Trustee shall expend the funds as equitably among NJ~~t ~ita-+d.~i t1~N+. .;.{I my~cx~ as is practicable but not necessarily equally having in mind that the main purpose of this trust is to make possible an adequate standard of living and education for such ~c~ ~~ laGv,,1 ~ .''J ~e~~s~a . ~~ B. When my oldest grandchild attains the age of eighteen (18) years, my Trustee shall divide the corpus of this trust and any accumulated income into as many separate and equal trusts as there are then-living grandchildren and shall administer each as follows: 1. Trustee to accumulate income or pay on behalf of such grandchild, so much of the income and principal as 3 LAST WILL AND TESTAMENT OF L. VIRGINIA MORROW Trustee, in its sole and absolute discretion, deems advisable for the health, maintenance, support and education (including vocational and college education, both graduate and undergraduate) of such grandchild. 2. When such grandchild attains age twenty-five (25), he may request and receive up to fifty percent of the then-remaining principal of his separate trust. 3. When such grandchild attains age thirty (30), he may request and receive all principal then remaining in his separate trust. 4. Should either grandchild fail to survive to age thirty (30), the then-remaining principal and accumulated income of his trust shall be distributed to his surviving issue, if any; if no issue survive him, the then-remaining principal and accumulated income shall 4 LAST WILL AND TESTAMENT OF L. VIRGINIA MORROW be distributed to my surviving grandchildren, per stirpes, except that the share of any of such issue for whom the Trustee holds property in a separate trust under the terms of this agreement shall not be distributed to him but shall be added to and thereafter be treated as a part of such separate trust. In the event there are none of my issue then-surviving, the Trust shall be terminated and the proceeds shall be distributed as follows: In equal shares to my then-living brothers and sisters. FIFTH: No interest of any beneficiary of my estate or of the trust created herein, either in income or principal, shall be subject to anticipation or to pledge, assignment, sale or transfer in any manner, nor shall any such interest be liable on account of the debts, contracts, torts, or other engagements of any beneficiary. 5 LAST WILL AND TESTAMENT OF L. VIRGINIA MORROW SIXTH: I hereby nominate, constitute and appoint THOMAS M. MORROW, Executor, of this my Last Will and Testament, to serve without bond or security, and I hereby authorize, empower and direct him to sell and convey, by good and sufficient deed, in fee simple, estate, any and all of my real estate, at public or private sale, for such price or prices, upon such terms and conditions, as in his judgment is best for my estate, and to that end to sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefor, as effectively as I could do if I were personally present. SEVENTH: If and in the event that THOMAS M. MORROW, does not survive me, and is not living thirty (30) days after the date of my death, or does not complete his duties as Executor, then and in such event, I hereby nominate, constitute and appoint COMMONWEALTH NATIONAL BANK, Harrisburg, Pennsylvania, as Executor, of this my Last Will and Testament, to serve without bond or security, and I hereby authorize, empower and direct it as Executor to sell and convey, by good and sufficient deed, in fee simple estate, any and all of my real estate, at public or private sale, for such price or prices, upon such terms and 6 LAST WILL AND TESTAMENT OF L. VIRGINIA MORROW names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. residing at ~' D~~is~ ~ ~yQ _ -~ residing at CL~/ 9 0 ct, 8 ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) ,, ) S S . COUNTY O ~;~~",,~_-,mac--~ ) The Testatrix and the witnesses whose names are subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will, that she signed willingly, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Sworn to, subscribed and acknowledged befyroefine~ ~t~~f./ ove named Testatrix and witnesses thisiC'~~~~Ya L//%J~~~~''~~yr~ 1981. _ r''' ~ ~ ~ SEAL ) Notary Public .,,;ristine b.~. h~l3rsh, NC~~?~RY PUBUC Harrisburg, ('.auphin Co., Pa. My Commission Expires May 2, l~ii5 Testatrix 21-O1-350 FIRST CODICIL TO THE LAST WILL AND TESTAMENT OF ' L. VIRGINIA MORROW I, L. VIRGINIA MORROW, declare this to be the First Codicil to my Last Will and Testament dated October 26, 1981. 1. Article '?'HIDJ cf my east .3i11 and Testame;~t is revoked and the following is substituted in its place: THIRD: I give and devise all the rest, residue and remainder of my estate to the then-acting Trustee under the revocable trust agreement executed by my son, Thomas M. Morrow, on /~ o~ 1991, entitled "The Thomas M. Morrow Revocable Trust", as such Trust now exists or is amended from time to time. 2. Articles FOURTH and EIGHTH of my Last Will and Testament are revoked and no other provisions are substituted in their place. 3. In all other respects, I hereby ratify, confirm and republish my Last Will and Testament dated October 26, 1981, together with this rirst codicil, as and for my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of 19 ~~ . L. VIRGI IA MORR W Signed, sealed, published and declared on the date thereof by the above named L. VIRGINIA MORROW as and for the sole codicil to her Last Will dated October 26, 1981, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses thereof. 2 ~. FIRST CODICIL TO THE LAST WILL AND TESTAMENT OF L. VIRGINIA MORROW ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~{J~,C.~t,I,,N SS.. The Testatrix and the witnesses whose names are subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and declare to the undersigned authority that the Testatrix signed and executed the instrument as her First Codicil to the Last Will and Testament in the presence of the witnesses, that she signed willingly or willingly directed another to sign for her, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Test trix ? Witness Witness Sworn to, subscribed and acknowled d before me b the above named Testatrix and witnesses this a day of `~~~,~ ~~c . ~' ( SEAL) Nota Public or Attorney-at-Law lJa~l!FtiAL SAL ANN ktl~tlE 47NR'YIl"~, NGTARY PUBLIC Fi.yRlt1~3JRG DAUFHlN CRUNTY L MY CGIAMI:.SSGf: _EXf'!!?ES aEC. 9, 1091 Member, Pennsylvania Association of Notaries This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 7234374 No. TYPEIpRINT IN PERMANENT SLACK INK M tos. iN R•r. ?JS7 Local Registrar ~~~~ ate COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME Of OECEDEN7 •r. Ma1fY. Lets t ~ : \n- ~ ~~ ! SE > SOCIAL SECURITY NUM C _. DAT~OF DEATH ;Day earl ~ ~ 1 . . ~~ ;N >~ c~ - < ~' ~ C C 7. ~, ~. 2 ~~ 7 -~; .. ' I AOE Ilan B:aaeYl UNDER 7 YEM UNDER 1 DA' DATE OF BYTTH &RfHPLACE ICiry and . PLACE OF OERH ICMc• r•ayens-~a•mrrw:4wgal WM srtl•1 S Waa Fw• gn CarwYl r. OaY.Kxt ~I ~/''~ MoM• = Orya Howe ) -WwA•s 1IMOr~9 HpgplytL: OTHER: _ ^ ^ .~1 1 J`.r Yrs. l •~. ~ ~ ~- y ~ 't ~ IrWxixY ERIGAMMN OOA ^ 1 ~ R•xtlxr.• ^ (SMcPY1 ^ l q l VL ~.-r/ y t411•L ll- W COUNTY OF OF QH CRY,BOLIO. TNP OF DEATH FAGLRY NAME(Y nd msnlueon.ywmwanG numbwl NNS DECEDEN70F HISPANIC ORKi1N7 RACE- cWan. S4ca.Wµa. •IC. lbprlq . ~~~ .SLa.. u z~. l~I:~ . ~n~.~l~-fl t V'L1\a ~- M ~ .P~u•rb^RWI~i, Gaxl. :t~ ,0. DECEDEM'S USUAL OCCIIPAgN KINOOF BUSINEb&INDUSTRY NNS DECEDENT EVERW DECEDENT'S EDUDATgN MAPoUL STISUS-Mrrw7 SURVIyWG •P~USE nIOnelwawork Derr dur mod ( ~ I l LLS.ARMED FORCES? .. New LIglW,MlidOw•0. IYwN, 9armar0•n n•lrl•1 a M•: ~np wr •tl.) ~ DNnrnWylS•c `IdW /Cou 5~ ' OhacW(SPxM , Yba^ N•® E ~ ~ 1 ` l ( , 1 ` .- : f. `\ L ~ H/Ldl,~1`l. • b. 0 l ns. C t . t . 22 u. WI~EY.t'•-IEc~ 7 DECEDENCr`aMAI wo~AC.DDRESSI'SI{~/a~caWrown.sW..rPCmq ImE b 1 ?10~ V' ~IA `( £A5 E DECEOENrs ~U~H t7s. Stan 17e. 'LK N•. ae•a•N YwC A. 1' S .d ,-, r3 r ~ .QR~ 6 \ t' ~1 P.D,~ 2G15 Ih4c~a-Icsba.. ~ E N7ENCE IA~ ~~)) ~a on w, ~) C 7 N• Oaratl rt,a d ~ bxJ ~ S te• , • . P ll..._ L. Y,4-. ~ tn. nd.^ wimr.aur laaesa _ F17H S NAME IFaq, Ma1d•. LAp , - ~ E ~ - MOTHER'S NAME Ifvn. MitlOa, Mrtl•n Swnxnal ,~ti,u ,.. .. I k~. ~- ta. t. tl; e Eu bP.oJ~ WF«~*SNAME (T c~ ' ; h • 17~b2~~ WFORMANT'S~L»+~ADDRE ISkM.Cey/Wiwi. SlW ZpCaY) O S~ l `I~ £~ ~ ` c l t . L I~ Cc . .d~~ L ~, . 1 METHOD OF DISPOSIT rq~N DATE Of pbPOS1TYN1 Burly t~ G•nwlbn^ R•moval hom&w^ DaY Karl(` ~1 t0orwcn^ an.t lbP•cNI ^ 7m. 1ntu1,~ ~~_ 1 , ~LY ( • PLACE OF fT10N- aCamwry, Crgnawy LOCATION - Ciyyfom, Sw•, Zp /~ /~ ~ [) ~( ~~ ,~%, ~ l76`C C :ml-d..r... P-!~ ll'' A 1'~C f mc. c SLGLWUfLEG-p~`UNE~RAL SERV NSEE OR PERSON ACTING AS $11CM LICENSE NUM r ~ N ~ADD~ESS OF FAC~}ITY L ~ ~ ` • 7 .~ ` i ._ L~-~ 720. ~) ~ i ~ I `L ~ ~--- - ~ t~C n "f < « - . ~ I"Y ~ k~i ,~ CJ~^~-. ~ .1 Conlpl•b dem•E7ae aYywMno•rMYatO 7o1M OMldmyirowMdO•.tl•aN Otturr•tlq N•linl•, Dan antl pnc•sMlad. LICENSE NUMBER DrQE SIGNED PMuorn rna waiMM•glaMadeWlb ISgroaaa arltl Tile) IMaYn. DeY. Kxl randy CauN a tl•altl. 73•. 17C. YxM 7••76 nugYMr.9rtlpl•IW Oy TIME OF DFJSH DATE PRONOUNCED DFADIMOnN. Day,Year) yWS CASE REFERRED70 MEDICAL EXAMINER/CORONER7 ~~ p•rmn wlb Worltluno•• a..n. r. 27. PART1: EMglM tiwawa. aywlesammpFCatigr wMM Moe lIOI MIq IM moaaayin6,twAt as Wrdiao laegralery xf ,SMCkIXMarl lailw•. IAplYOmrb PART N: QIlalcawilxw axwrllbybd..m. a• LIN wYyeM C•Yf•011 •afA litr. ;~ Os W nd nxAlnpMtln waYnPrq ulr P.wln PMT1. WYEOUTE CAY6E IFwI dt•asaacnntliion / ~-t-j i ~ r•xatinp rtl•aml-- a. DUE TO (OR ASA~N O EOF): ~ /S ` - ' M~anY~nad Slo inan•ofxa o TOIOR AS ACONSEOUENCE OF): 1 + ~ cauN. Enlq UNDEMLYN/O ; CAUSE IDn•atsw Nlwy c. aw •Mwetl avnu DUE 701OR AS A CONSEQUENCE OFT: rexrY•p n oenl LAST 1 a lalA3 AN AUTOPSY PERFORMEDT YVERE AUTOPSY FlNOINOS AWLABLE PRIOII lO MANNER OF DEATH DATE OFINJURY (MOnN. Day. Kxl TIME OFIWURY YYJVRYd KORK? DESCRM3E FIDSY WJURY OCCUMED. C ~HETK7N OF CAUSE Nabrx ~ Homkitl• ^ Acctl Y ^ P i ^ YN ^ No ^ x •rW nO nvxlOxM Y y'p ^ NO Y•• ^ N• ^ SulCitl• ^ CWtlnatWtlelermawd ^ . PIACE OFINJURY-A11bm•, larm, graq.laGery. else LOCQIONISY••L CSy/Tam.SWq 7M. 7ab. 79. ouitlb0.•b. ISpectlYl 7M. 701. CERTIRERICMyr day arl bq aF NIER •CEMIFYBID PNY6ICIAN IPnyvcwr ccrlaymg taus. d tl•aN Mwn arwNx phyvcian has prorwurC•tl oaaln arrr comgwetl Itwn 231 Ts YM Cplar•Yan•ssMd6•.WN•e•umddwnlM ew•Nal•rom•nrwr.•qa1•a ..................................................... ^ 1C. • '/IIONOYIICIHD AND CEIITIFYIN8 PNY6KIAN Pn T• Yw a.., a tm• ( y9cMn bem wmowcng tleam am cenllyag b cause a aeaap i •W •'I•tlW ~ d•+m oeewnd q uM ta•., aM, •ntl pI•c•, •ne tle• n,M cw•gq •rq m.arwr •• •taI•a ............... . ......... LICENSE NUMBER ~ DATE SE3/~OlMpahpoDay. KY1 ,c. 3 ~ ~ l ~ ~. ,a. O7l ' ~ O • •YEDICAL EYAMINERlCORONER AND ADDf1ESSOf PERS,OtN~W.,HO~COM~LET SE OF ATH '~,..`,, ~"va~'L1~ (Item 271 TYWaPnM /~~ /`J" ~++G.C_ " " ~ On N. Eegs tN oatMnalbn anNw fnveMigalbn, IR my opinion, OoIA occurred q the tlm•, dab, and plat., and dw t0 M• uuwp) arM ^ tnantw u galw .................................................................................................. 7,a. 1Y y / ~(JT, o ~' ,~....~~ Y' . ~/L 77. REGIST 'S SIOWSURE AND NUMBER OQE FlLE IMmm. Da y, l / JOHN D. KILLIAN SMITH B. GEPHART THOMAS W. SCOTT JANE GOWEN PENNY TERRENCE J. McGOWAN PAULA J. McDERMOTT J. PAUL HELVY MICHAEL J. O'CONNOR HEATHER M. FAUST THE LAW FIRM OF KILLIAN &GEPHART, LLP 218 PINE STREET P. O. BOX 886 HARRISBURG, PENNSYLVANIA 17108-0886 TELEPHONE (717) 232-1851 FAX NO. (717) 238-0592 www.ki l liangephart. com June 11, 2001 Register of Wills of Cumberland County Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 RE: Estate of L. Virginia Morrow File #2001-00350 Dear Sir or Madam: Enclosed please find a check in the amount of $2,400.00 constituting payment for the Inheritance Tax in the above listed estate. Thank you for your prompt attention to this matter. Sincerely, ~d Corinne Eggers Woodhouse Enclosure ~ h ~ ~ ~~"~.~ ~ s ~~ ~~ ,. y; ~ ~ ' `~~'~y~ ~u; Q ~~ ~. a ~ ~, ~v ~~~~ ~~` 0 U -~ c~ ~ ~ i ~ o ono o ~', ~ r%, ~~o o ~ ca ~ ~ ~ a~ n ~ ~ C ~ U ~ ~.' •-~ U ~~ ~'~ f~) V~ N t0 m e0 O H ~ ~ 0 Q n_ ~ 2 a oaW Z ~W~m> ~ N ~ } g~ZmZ a o Z W Z m a W 2 Q ^~ d F ~ J ~ J ~ m Y ~ '~ <4 i,~ tU ~,i ~,~ i ~g D (" Q x -.-_ _ _ __^~^~_ z _. ~ -.--~~_. .___.~.~__--_ _.~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPT.280601 INHERITANCE AND ESTATE TAX NO.AA 4 ~ 6710 REV-1162 EX (11-96) HARRISBURG, PA 17128-0601 OFFICIAL RECEIPT RECEIVED FROM: ~ ACN ASSESSMENT AMOUNT CONTROL NUMBER ~: I ~L I AN & GEPHAFtT -IA w'~ I ~E~L.iRt°, . f'A 1 :' 1 ::>: --- FOLD HERE ESTATE INFORMATION: FILE NUMBER t 3 .... ~'~~ O I - ?;7:x`'7 ~; ~C-s G C.! c 2 ?-° C? ~ -- ~i C~ ', 9 NAME OF DECEDENT (LAST) (FIRST) (MI) i~'IC)FtF?QW L. 4' I ~2;a i ~ I A DATE OF PAYMENT fir; 2~~'4C)f;7i POSTMARK DATE f~ / 1 1 /c'C)Q 1 COUNTY C,LJ^~F3EFr'~AivG~ DATE OF DEATH ,~ I2~ ~~'20C~,3 REMARKS r ~~u~-irf~ rE ~ ~ti,~Ri'±vva c~~ !~'ILi_IA4~! ,~ ~~:i;s-tA~-r CHECk:~ 1 5 SEAL lt7? ~2,4t~C).C)Ca ~~ ~~v FOLD HERE - -, t~ .~,. r? e c.S +., ~ i.,.~ , 1, TOTAL AA710U,NT PAID ~ ,r;~s ~, r~ ., . , ~ `_ ~,4 RECEIVED BY / `; %° ~ -'i.~.r..? ,,.rsf .~P.,i (,..{j REGISTER OF WILLS -~;~~'-`'%~" BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 THOMAS M MORROW 90 CONLEY LN COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~_ ETTERS PA 1737 (;t l,. REV-1607 E% ~FP (O1-OY) aarE o7-oe-2oo2 ESTATE OF MORROW L V DATE OF DEATH 03-24-2001 FILE NUMBER 21 01-0350 '~, L : ~ (BOUNTY CUMBERLAND ACN 01134876 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-02) ~~* INHERITANCE TAX STATEMENT OF ACCOUNT ~*~ ESTATE OF MORROW L V FILE N0. 21 01-0350 ACN 01134876 DATE 07-08-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-03-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, 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. ) .00 .00 .00 .00 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Estate of L. Virginia Morrow Date of Death: March 24, 2001 Will No.: 00350 - 2001 Admin. No.: 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-captioned estate on March 24, 2001. Name: Thomas M. Morrow Address: 90 Conley Lane Etters, PA 17319 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except. Date: Sig ature Name: John D. Killian Address: Killian & Gephart 218 Pine Street Harrisburg, PA 17108 Telephone: (717)232-1851 Capacity: _ Personal Representative X Counsel for Personal Representative THE LAW FIRM OF JOHN D. K[LLIAN KILLIAN &GEPHART, LLP SMITH e. GEPHART 218 PINE STREET THOMAS W. SCOTT P. O. BOX 886 JANE GowEN PENNY HARRISBURG, PENNSYLVANIA 17108-0886 TERRENCE J. McGOWAN ---------- PAULA J. McDERMOTT TELEPHONE (717) 232-1851 J. PAUL HELVY FAX NO. (717) 238-0592 MICHAEL J. O'CONNOR www.killiangephart.com HEATHER M. FAUST August 27, 2001 Register of Wills of Cumberland County Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 RE: Estate of L. Virginia Morrow File #2001-00350 Dear Sir or Madam: Enclosed please find the Inheritance Tax filing in the above listed estate along with a fifteen dollar check for the filing fee and atwenty-five dollar check for the tax due. Thank you for your prompt attention to this matter. Sincerely, ~~ Corinne Eggers Woodhouse Enclosure COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: KILLIAN JOHN D 218 PINE STREET HARRISBURG, PA 17101 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER AMOUNT ESTATE INFORMATION: ssrv: 217-o5-5oi s FILE NUMBER: 21-2001- 0350 DECEDENT NAME: MORROW L VIRGINIA DATE OF PAYMENT: 08/28/2001 POSTMARK DATE: 00/00/0000 CAN NOT READ COUNTY: CUMBERLAND DATE OF DEATH: 03/24/2001 101 ~ $25.00 TOTAL AMOUNT PAID: REMARKS: THOMAS M MORROW C/O JOHN D KILLIAN ESQUIRE CHECK#159 INITIALS: SK 525.00 SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS REV-1162 EX~11-96) NO. CD 000203 y YYYr YYYY~YYY ... 111 a N ~- o ti a _ ~~ i ~ ~ 11t N: /I- °. a `,~~ i ~ / °4 ~~ ~i Q ;~ a ! ,i'i Qs'~ IlY1" ~~ 0 a o0 o ~ p r s-i c~ ~ M H ~ .-- ~ U M QO ~ 1y~ i ~~~~ 3Wa ~ J atf ~ ~ ~ O tZ~ U O a d Q F- . ~ 4a V I O 'Lf ~ J ~_ ~ J a ~ ~ rt,~ N Y a~ N N ~-I +~ rl N •L ~.1 1.1 7..1 UI ~ (11 N ~ •rl _ •r+AO~ ~~U s.~ P4 U .-+ U O H ~~ aev.isoo ax l+:oo, COMMONWEALTH OF REV -15 0 0 :.;:_ ~i.,;.~L u:~~:~ fJNLY ~ ~. q~ ~~/_~~ PENNSYLVANIA / _ ____ ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE BER DEPT 280601 PA 17128 0601 HARRISBURG ~ 0 0 3 5 0 oZ _ o i - , RESIDENT DECEDENT 000NrY000E YE4R NUMBER - - - - DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ MORROW, L. VIRGINIA 217 _ O5 _ 5019 Z W DATE OF DEATH (MM4)D-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WRH THE W 03-24-01 04-30-20 REGISTER OF WILLS W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER F ©1. Original Retum ^ 2. Supplemental Return ^ 3. Remainder Return Isere Maeam Bnor ro rz-13821 a z ~ x ~ 4. Limited Estate ^ 4a. Future Interest Compromise loam of seem efier rzaza2l 5. Federal Estate Tax Relum Required ~ ~ m ^ 6. Decedent Died Testate lama, copy mwml ^ 7. Decedent Maintained a Llving Tmst lanecn mpy mmsl _ B. Total Number of Sate Deposit Boxes a ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credil Idare m seem behreeo tzarst eM 1-r-ssl ^ 11. Election to tax under Sec. 9113(A) gmcn sU o1 ~. . w °z NAME -L1tlEPMAILING~DtTe2t John D. Killian Esq. 1 Pine y FIRM NAME IBacvrwn~el PO BOX 8 $ 6 ~ ill'an & Harrisburg, PA 17108 o TELEPHONE NUMBER (717 ~ 2 3 2 -1 $ 51 v O',`~it;iAL LSE C)NLY 1. Real Estate (Schedule A) (1) _ 2. Stocks and Bonds (Schedule B) (2) 4 7 , 49 3 i 3. Closely Held Coryoration, Padnership or Sole-Proprietorship (3) 4. Mortgages 8 Notes Receivable (Bchedute D) (4) 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (5) 20 , 761 , Z (Schedule E) 0 6. Joinlry Owned Property (Schedule F) (5) '. ^ Separate Billing Requested ~, 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (T) +._ _.__.__.. ....___....._.~. H (Schedule G or L) a Q 8. Total Gross Assets (total Lines 1-7) (8) 6 8 r 2 5 4 V W 9. Funeral Expenses 8 Administrative Costs (Schedule H) (s) 6,$96 ~ 10. Debts of Decedent, Modgage Liabiliges, 8 Liens (Schedule I) (10) 4 , 6 3 3 11. Total DeducUcns (total Lines 9 8 10) (11) 1 1, 5 2 9 (12) 5 6 , 7 2 5 12. Net Value of Estate (Line 8 minus Line tt) 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Taz (Line 12 minus tine 13) (14) S 6 , 7 2 S SEE INSTRUCTIONS ON REVERSE SIDE FGR APPLICABLE RATES Z 15. Amount of Line 14 taxable at the spousal tax x 0 (15) rate, or t2nsfers under Sec. 9116 (a)(L2) . _ ~ a 56,725 45 0 x (16) 2,553 - I i6. Amount of Line 14 taxable at lineal rate _ . ~ 17. Amount of Line 14 taxable at sibling rate x .12 (17) V 18. Amount of Line 14 axahle at collateral rate x .15 (18) (1s) 2, 553 1s. Tax Due ~ 20. ^ • • Decedent's Complete Address: STREET ADDRESS Messiah Villa e U er Allen Townshi clTV Mechanicsburg STAVE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) _ _ 2 , 5 5 3 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount 2,400 128 Total Credits (A + g + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line i + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 2,528 -0- 25 (5) A. Enter the interest on the fax due. (5A) B. Enter the total of Line 5 + 5A. This is fhe BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT M ga.,. ~. .... PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes ^ No a. retain the use or income of the property iransfened :.................................................................................... ...... ^ b. retain the right to designate who shall use the property bansfemed 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 propery within one year of death without receiving adequate consideration7 ........................................................................................................ ...... ^ 3. Did decedent own an "in bust for' or payable upon death bank account or secudty at his or her death? ........ ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................................................. ....... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ider penalties of perjury, I declare that I have examined this realm, including aaompanyirg schedules and statements, and to the best of my knowledge and belief, it is sue, correct and wmplete. =.daradpn of oreparer other than the oersonal representative is based on all inPormadon of which po<parer has any knowledge. _ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS 90 Conley Lane, Etters, PA 17319 OF ADDRESSKillian~~ Gephar't, 218 Pine St. PO Box 886, Harrisburg, PA 17108 i3 az"'"~. wma4`., .. ~ ~ ~ [.., .r+ ,fpxe ,~ x .•:~. ,.. y .~_ ., rg, -r =~"" ~~ a„3SM<k~. _.t .... Y~~ ,euw ti ' ~"x~ ~~ ~~ ~ is 1,n 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 a for the use of the surviving spouse is 3Yo [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 tc or for the use of the surviving spouse is 0°k [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefciary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rata 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 hansfers to or for the use of the decedent's siblings is 12°~ [72 P.S. §9t16(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE B STOCKS AND BONDS ESTATE OF L. VIRGINIA MORROW FILE NUMBER 2001-00350 _____---=====m-o-~~~_____-____=___~=___= =__- __~~~ ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1. US Government Securities, Class E $ 1,827.71 2. Franklin PA Tax Free - 4343.197 @ $10.22 $44,387.47 3. P I M I T #203 - 10 shares $ 1,031.19 9. P I M I T # 80 - 10 shares $ 246.56 TOTAL $47,492.93 PAC FINANCIAL 4905 Derry Street, Harrisburg, PA 17111. 717-564-7065 or 1-800-722-3' Facsimile(717)564-2095 a-mail SAMatrazzo@aol.com Stephen A Marrazz0, SI'. • Financial Planning • Asset Management • IRA • TSA • Stocks • Mutual Ful Investment Advisor Representative Killian & Gephart, LLP 218 Pine Street P.O.Box 886 Harrisburg, PA 17108-0886 Re: Estate of L. Virginia Morrow Attn: Corinne Eggers Woodhouse Dear Corinne: This is the information you requested for the Estate of L. Virginia Morrow: #1502126787 Midland National Life Insurance Co. Title: Target Universal Life Date Established: $/28/96 No change in ownership Balance date ofdeath - 3/24/01: $50000 Beneficiary: Thomas M. Morrow Revocable Trust dated 2/20/91. #00602657 Conseco Variable Annuity Company (formerly Great American Reserve Insurance Co/Jefferson National Life Ins. Co) Title: IRA -Hallmark Financial Plus 200 SPDA Date Established: 4/12/93 No change in ownership Balance date ofdeath - 3/24/01: $28,441.64 Beneficiary: Thomas M. Morrow, Son #123863 -115 -Fortis Investors, Inc. Title: US Govt Securities Class E. Date Established: 6/28/91 No change in ownership Balance date ofdeath-3/24/01: $1,827.71 Beneficiary: None listed. Send letter of instruction signed by Executor ofEstate - SIGNATURE GUARANTEED -and certified cc ofdeath certificte to process death Claim. Securities offered through Fortis Investors Inc., Broker/Dealer; member NASD,SIPC, and Registered Investment Advisor; P (1 Rnv (,d~Rd • Ct Panl MN 551(,d • Trlenhnnv (R!1(11Rf1fl_~(lh(1 ps i3f} `' !lUl~f ~~ u. .. I~•~F-et,~ 4, fraditiop e(BxcRll¢pi[sCrid 7$!Y Montgo~^ymery SCO{, {, LLC APRIL 17, 2001 CORINNE EGGERS WOODHOUSE KILLIAN & GEPHART, LLP 218 PINE STREET P. O. BOX 886 HARRISBURG,PA 17108-0886 RE: ESTATE OF L.VIRGINL4 MORROW DEAR MS. WOODHOUSE: (570) 286.6447 (570) 286-5848 (800) 831-2741 fax: (570)286-2365 THIS IS IN REPLY TO YOUR LETTER OF APRIL 16, 2001, REGARDING THE ABOVE LISTED ESTATE. THE NAME ON THE ACCOUNT IS L. VIRGINIA MORROW. AN ACCOUNT WAS ESTABLISHED APPROXIMATELY JUNE OF 1987, AND THEN REINSTATED Si17/95. THE ACCOUNT NAME WAS NOT CHANGED AT ANY TIME. VALUE OF SECURITIES FOR WHICH WE HAVE RECORD, A5 OF DATE OF DEATH OF MARCH 24, 2001, AREAS FOLLOWS: 3!23/01 3/26/01 4343.197 FRANKLIN PA TAX FREE 10.22 10.21 10 UTS. PIMIT #203 1031.19 10 UTS. P I M I T #80 246.56 WE DO NOT LIST BENEFICIARY NAME ON A REGULAR BROKER'S ACCOUNT. IF YOU HAVE ANY QUESTIONS, PLEASE DO NOT HESITATE TO CALL SINCERELY, 'I ~ ~~ DAVID D BET ACCOUNT EXECUTIVE DDB/sd 309 Notth Fifth Street, Suite C P.O. Box 72 Sunbury, PA 17801 Members: NYSE • NASDAQ • SIPC SCHEDULE E CASH, SANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF L. VIRGINIA MORROW FILE NUMBER 2001-00350 ITEM DESCRIPTION VALVE AT DATE NUMBER OF DEATH 1. PNC Bank Account #5070099168 $ 3,402.51 Account #5001903116 $15,853.63 2. US Treasury - Income Tax Refund $ 749.00 3. Penn Treaty - Long Term C are Insurance Refund $ 420.00 4. Master Card - Refund $ 65.98 5. US Treasury - IRS 2000 Rebate $ 269.75 TOTAL $20,760.87 MRY-22-2001 0843 PNCyHNK C:1F lltF'HflIMtNI QPNCBANC Decedent Reporting Firstside Center P7-PFSC-4-F 500 First Avenue Pittsburgh, PA 15219-3128 May 21, 2001 Corinne Eggers Woodhouse 218 Pine Street P.O. Box 886 Harrisburg, PA 17108-0886 RE: Estate of L. Virginia Morrow, Deceased SSN: 2l 7-OS-5019 DOD: 3/24/2001 Deaz Ms. Eggers Woodhouse: Please find the date of death balances you have requested listed below. CIiECKING ACCOUNT #5070099168 L VIRGINIA MORROW DOD Balance: $3,402.0] + $0.50 accrued interest Interest Paid 1/1/2001 -3/24/2001 - $5.02 SAVING ACCOUNT #5001903116 L VIRGINIA MORROW THOMAS M MORROW DOD Balance: $15,839.52 + $14.11 accrued interest Interest Paid 1/1/2001 - 3/24/2001 - $242.46 Page 1 oft 41d '(k7~ 19bT/ F'. 191 /'d2 /SCP Established 02/02/1990 Established 08/17/2000 A member of The PNC Financial Services Group PNC Bank N.n. PRtsburgh Pennsylvania ~52Bti MRY'-22-2001 08 43 PNCBANC PNCBRNK CIF DEPARTMENT 412 '(b5 bL^5'( Our office only provides date of death balances for IRA's, CD's, Checking and Savings accounts. We do NO Financial Transactions or Statement Orders. For Further information please call I-B00-4-BANI{ER or your local PNC Branch and ask to speak with a Financial Services Representative. Sincerely, Rachelle Sciullo 1-800-762-1775 ~, Page 2 of 2 A member of The PNC Financial Services Group PNC Bank N.A. PillYburt)h Pennsylvania 15265 r.eeiee TOTRL P.02 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF L. VIRGINIA MORROW FILE NUMBER 2001-00350 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Neill Funeral Home $3,505.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative: -0- Social Security Number: Year Commissions Paid: 2. Attorney Fees - Killian & Gephart $3 ,013.20 Killian & Gephart $3,000.00 - legal fees (estimate) 4.45 - postage 8.75 - travel 3. Family Exemption 4. Probate Fees Cumberland County Register of Wi11s S 190.50 C. MISCELLANEOUS EXPENSES: 1. Waypoint Bank - check printing costs S 3.00 2. The Sentinel - Estate notice $ 93.83 3. Cumberland Law Journal - Estate notice $ 75.00 4. Cumberland County Register of Wills S 15.00 Inheritance Tax filing TOTAL $6,895.53 t SCHEDULEI DEBTS OF DECEDENT MORTGAGES, AND LIENS ESTATE OF L. VIRGINIA MORROW FILE NUMBER 2001-00350 ITEM NUMBER DESCRIPTION AMOUNT 1. Messiah Village $3,623.51 2. Verizon $ 6.83 3. Alert Pharmacy Service $ 6.09 4. East Shore Oncology $ 48.22 5. Messiah Village -final bill $ 947.92 TOTAL $4,632.57 SCHEDULEJ BENEFICIARIES ESTATE OF L. VIRGINIA MORROW FILE NUMBER 2001-00350 --------------- ITEM AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSffiP SHARE OF ESTATE A. TAXABLE BEQUESTS: 1. The Thomas M. Morrow Revocable Trust Son 100% c/o Thomas M. Morrow 90 Conley Lane Etters, PA 17319 ITEM AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE B. CHARITABLE AND GOVERNMENTAL BEQUESTS TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS $ l~-~~ ~- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX DEPT. 280601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE HARRISBURG, PA 17128-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% ~FP (u-007 DATE 10-22-2001 ESTATE OF MORROW L V DATE OF DEATH 03-24-2001 FILE NUMBER 21 01-0350 -- : ` ~ COUNTY CUMBERLAND JOHN D KILLIAN ESQ ACN 101 KILLIAN 8 GEPHART Amount Remitted PO BOX 886 HBG PA 17108 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-1547 EX AFP t12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORROW L V FILE N0. 21 01-0350 ACN 101 DATE 10-22-2001 TAX RETURN WAS: [ X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 47,49 3.00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 20,76 1.00 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 68, 254.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 6,896.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,633.00 11. Total Deductions (11) 11 .529 . ~~ 12. Net Value of Tax Return [12) 56,725.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) [13) .00 14. Net Value of Estate Subject to Tax (141 56,725.00 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 56,725.00 X 045 = 2,553.00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate [18) •00 X 15 - .00 19. Principal Tax Due (19)= 2,553.00 TAV PDCt4TTC. . DATE . ~ .NUMBER ~ INTEREST/PEN PAID (-) I AMOUNT PAID UO-1I-LUU1 AA'fY0/lU 08-28-2001 CD000203 00 2,400.00 25.00 PAYMENT MUST BE MADE BY 12-24-2001*. TOTAL TAX CREDIT 2,551.32 BALANCE OF TAX DUE 1.68 INTEREST AND PEN. .00 TOTAL DUE 1.68 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) THE LAW FIRM OF JOHN D. K[LLIAN KILLIAN &GEPHART, LLP SMITH B. GEPHART 218 PINE STREET TI-IOMAS W. SCOTT P. O. BOX 886 JANE GowEN PENNY HARRISBURG, PENNSYLVANIA 17108-0886 TERRENCE J. McGOWAN ---------- PAULA J. McDERMOTT TELEPHONE (717) 232-1851 J. PAUL I-1ELVY FAX NO. (717) 238-0592 MICHAEL J. O'CONNOR www.killiangephart.com HEATF ~R M. FAUST October 29, 2001 Register of Wills of Cumberland County Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 RE: Estate of L. Virginia Morrow File #2001-00350 Dear Sir or Madam: Enclosed please find a check in the amount of $1.68 constituting a balance of tax due for the Inheritance Tax in the above listed estate. Thank you for your prompt attention to this matter. Sincerely, C `~ ~~' I ~, Corinne Eggers Woodhouse ~d~~ Enclosure COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: KILLIAN JOHN D 218 PINE STREET HARRISBURG, PA 17101 fold ESTATE INFORMATION: SSN: 217-05-5019 FILE NUMBER: 21-2001- 0350 DECEDENT NAME: MORROW L VIRGINIA DATE OF PAYMENT: 10/31 /2001 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 03/24/2001 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-961 NO. CD 000462 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $1.68 TOTAL AMOUNT PAID: REMARKS: KILLIAN & GEPHART LLP CHECK# 49683 INITIALS: SK S 1.68 SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX DEPT. 280601 APPRAISEMENT, ALLONANCE OR DISALLOWANCE HARRISBURG, PA 17128-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1557 EX ~FP [1z-00) DATE 10-22-2001 ESTATE OF MORROW L V DATE OF DEATH 03-24-2001 FILE NUMBER 21 01-0350 COUNTY CUMBERLAND JOHN D KILLIAN ESQ ~ ACN 101 KILLIAN Sc GEPHART Amount Remitted PO BOX 886 ~! HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ THE LAW FIRM OF ~ 1 •, ``'r =-~~°- = --'=-'' KILLIAN & GEPHART /, UI _ ~L~-,~~d f:~~ ~.J.~'~;~>TH.GE~ 216 PINE STREET ~) s ~ , ~ ~ ik ! 1+ ± ~ P.O. BOX 686 ~ Is HARRISBURG, PENNSYLVANIA 17108-0886 -~`•~~ ` .~ Register of Wills of Cumberland County Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 •y ~' ~)~+ •j'~' ~• _• ~: i, lflt/+il!!/lI17f!!i}!!lllTllltFlFlfttflliFFft~t l3Fltillll~ilFf (~ /l[~'s~/ ~..' /~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JOHN D KILLIAN ESQ KILLIAN & GEPHART COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT Recarr~~~ ~~c of Register ~~ (!s 'O1 t~lY 30 P 3 :20 PO BOX 886 l~Bt~C ~w°• = • ~ ~%~%~~~ HBG PA ~I"i~t`t~ Ct7., PA DATE 11-26-2001 ESTATE OF MORROW L V DATE OF DEATH 03-24-2001 FILE NUMBER 21 01-0350 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion ofi this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (12-00) ~(~(* INHERITANCE TAX STATEMENT OF ACCOUNT ~~* ESTATE OF MORROW L V FILE N0. 21 01-0350 ACN 101 DATE 11-26-2001 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-22-2001 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 2,553.00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 06-11-2001 AA496710 126.32 2,400.00 OS-28-2001 CD000203 .00 25.00 10-31-2001 CD000462 .00 1.68 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ^ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, 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. l 2,553.00 .00 .00 .00 G ORPHANS' COURT RULE 6.12 REGISTER OF WILLS OF CUMBERLAND COUNTY No. 2001- 003 50 STATUS REPORT Name of Decedent L. VIRGINIA MORROW Social Security Number 217-OS-5019 Date of Death March 24, 2001 Name of Personal Representative(s): Thomas M. Morrow, Executor Is the administration of the estate complete? Yes X No_ If "yes", how was the administration ended? (check one) By court accounting By account stated to parties in interest X Did the parties release the personal representative? Yes Other (explain) Total amount paid to date to creditors and for funeral and administrative expenses $ 14,082.00 Total value of distribution to date to beneficiaries $ 54,172.00 If administration is not complete, estimated value of assets still in administration $ I certify under penalty of perjury that the foregoing information is correct to the best of my knowledge, information and belief. Date: 1 ~ Z g d JO .KILL AN, ESQUIRE A rney for Estate 1~--,~,.2 i- ~.~ \ BUREAU OF INDIVIDUAL TAXES yy INHERITANCE TAX DIVISIDN DEPT. 288601 HARRISBURG, PA 17128-0601 THOMAS 90 CONLEY ETTERS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLONANCE SMENT OF TAX ON N , AND ASSES OF DEDUCTIO JOINTLY HELD OR TRUST ASSETS REY-1548 Ex AFV (01-02] `F- DATE 07-01-2002 ESTATE OF MORROW L V DATE OF DEATH 03-24-2001 FILE NUMBER o2/ -G / -o.~~ o •~I ~lL _1 ,..! .aft COUNTY CUMBERLAND ~ SSN/DC 215-05-5019 ACN 01134876 ~~tt °17319 ~ a t 'f i ~..:~ . Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: 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 07-01-2002 ESTATE OF MORROW L V DATE OF DEATH 03-24-2001 COUNTY CUMBERLAND FILE N0. S.S/D.C. N0. 215-05-5019 ACN 01134876 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5001903116 TYPE OF ACCOUNT: ( ~ SAVINGS ( ) CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-17-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 12,853.62 X 1.000 12,853.62 .00 12,853.62 X .45 578.41 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMDUNT PAID INTEREST IS CHARGED THROUGH 07-09-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 578.41 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 19.02 TOTAL DUE 597.43 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. [ IF TOTAL DUE IS LESS THAN S1, 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. ) M MORROW LN