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HomeMy WebLinkAbout01-0405 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Grant w. Morrison#~ also known as Grant w. Morr i ~on SR.. , No. To: 21-01-405 Register of Wills for the . Deceased. County of Cumber land in the Social Security No. 168 - 26 - 2991 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or Qlder an the executors in the last will of the above decedent, dated Apr 11 16, and codicil(s) dated N/A named ,19~ (state relevant circllmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumber land County, Pennsylvania, with h is last family or principal residence at 163 Old Gap Road, Carlisle, North Midrllpron Township (list street, number and muncipality) Decendent, then < 70 years of age, died November 29 , 19 99 , at Lower Fra.nkford Town~hip, C'llmherland County, P€nnsylvElniEl . Except as follows, decedent did not marry, was not divorced and did not liave 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: N/ A Decendent 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 .P~Ilnsy'lvania situated as follows: Ib.:S uld Gap Road, Carlisle, Spring Township, Perry County, Pennsylvania $ Unknown $ $ $ Unknown WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters tes -tamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. C/O U '.J c o ]2 o '- eGO c: -00 c<;::: ~'';:::: ~o '/00-. '!)~ 3 0 ~ t: OD v: =(.~~/ Susan E. Hurle 5 Fry town Road Newville, PA 17241 E~~~ /P~f~ Emerson Andrew Morrison 6 Laurel Lane Carl1s1e, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I sc"o COUNTY OF CUMBERLAND j ~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly admini ter the estate according to law. Sworn to or affirmed and subscribed ~ ~ ~before me this 8th day of J Susan R Hurl Py ~. FEBRUARY -->.., ~~2002 ~ /"Y'~~(<'<jc!//'~('!4"6 '~ ~-'~AAt.~~ / Register erson Andrew Morr 1son ~ No. 21-01-405 Estate of GRANT W MORRISON aka GRANT W MORRISON SR , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW FEBRUARY 12 ~~2002 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated APRIL 16, 1999 described therein be admitted to probate and filed of record as the last will of GRANT W MORRISON aka GRANT W MORRISON SR and Letters TESTAMENTARY are hereby granted to SUSAN E HURLEY 2nd F.MF.RSON ANDRFT.J MORRISON - // '/j /)dlth/"(/' ~;'/j<.L' J /7,( /(.,) // (? ,/: ;;'~?i'//U ,. j r I ,/ l}e"gister of wflls FEES Probate, Letters, Etc. ......... $ 18.00 Short Certificates( ).......... $---6~ Renunciation ................ $ JCP $ 5.00 TOTAL _ $ 29.00 Filed . ;F,E~RPARY. 8.,. .200.2 . . . . . . . . . . . . . . ATTORNEY (Sup. Ct. 1.D. No.) ADDRESS PHONE :iJH1~J ; ":J t.', l i:.: ,J ~I~J 70. REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that signed as a witness at the request of testat_ in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19_ (N ame) (Address) Register (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Susan E. Hurley and Emerson Andrew Morrison (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of Grant W. Morrison ~x testat~ of (one of the subscribing witnesses to) the will presented herewith and ~x that they believe the signature on the will is in the handwriting of Grant w. Morrison1 a/k/a Grant W. Morrison, Sr. to the best of knowledge and belief. Sworn to or affirmed and subscribed before ~{!1;J tt:lJJ.~iJ h" 8th d f usan. HurW~ me t IS ay 0 ciaome . , FEBRUARY ~ 2002 50 Fry town Rda, ewvlle, PA /?JrlI a ,~/])Yl/// /"'}:;'c / ,;,,(J~ /zr:;CLf '"' (Address) _ . / Reglster;l ~~ #A'2/bhr./ ~/~ . Emerson Andre~~~frison 6 Laurel Lane, Carlisle, PA (Address) '1 IS to certiA. that the information here given is correctly copied from an originalcertiticate of death duly filed with me as Reg,iscrar. The orig,irul cl..'nificatc will 'be f()rv,~uded to till..' SUtt' ViLd Records OtEce for ~1crnunent tiling. l. ) WARNING: It is illegal to duplicate this copy by photostat or photograph, _~_~;7i:;-;;;~ ;:(I",'(~~1IiJ1tJ:l;-:~ (/#/ / ~~~~ 4'~/ ,. ~ . \~~~ I$:se' . ',: \~ ~ i~ c:::J, :~ L~:~ 1~c..J',__ _'4~_!". ~",' ~ \'.*~'>' *~ \'::. a\ v .~\~ ~-:-~" .. /~\\~ \'~1!MEN1 \\\~~'JJf ,<~~IJ/ ~~' , ," ~~S! ~. \-~~-Q~~~-^/ Loca 1 Registrar ~ h.'t' for this ct'rritlutt\ 52.00 6210399 OFf 1:q9Q ~(l. Datt' 21-01-405 ~' ~ __t \~" \ G:- C--~~) \.~~ \ e(l~\ , ~,~, 1,--, C !( .~,\, 31 i \q,~\ ,!d-\-CiC1 H105, 1<< Rev, 1191 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) PRINT N 'NENT 'I( INI( UNDER 1 YEAR Months Days UNDER 1 DAY Hours Minutes H SEX 2. Male 3. ~\ 5. . COUNTY OF DEATH Cumberland 8b. DECEDENT'S USUAL OCCUPATION (~;V;;;ki~~fn~~ ~; u~r~~~r~'f 11., Farmer 11b. Farming DEr6)T'S cidG AaiEpS (SRQ a:Ciwn Slale, Zip Code) ~~~G~CNT'S Carlisle, Penna. 1701) ~;::~;~l~ns on other "'de) twp, 18. F!crHER'S NAME (F"Sl M1d<l:Ft'f1 ton And r ew 18. lNFORMANTSNAME(TypeIPr'~li za beth 20.. METHOD OF DISPOSITION Burial l)1 CrematiOn 0 R8mevaf from Slate 0 Otha, (Spec>ly' 11d.O ~~h~~~\~:~~l~:: of MOTHER'S NAME (F"sl, Middle, Malden Surname) 19. Della Morrison ~:oRl~JsMOLldDDG~plreeR~~',s\ce~i~ciisle Penna van PLACE OF DISPOSITION - Name 01 Cemelery, Cremalory LOCATION - CrtyfTown, Slat., Zip Cede orOlherPlac.North Middleton North Middleton 21cCh LICENSE N~o~ 2 _ L 22b 19 o the best of my knowledge. death occurred at Ihe Urn., date and place stated. (Signature and Titte} 11b, Count Cumberland cllylbofO, Morrison K. 2Jb. 23c, WAS CASE REFERRED TO MEDICAL EXAMINERlCORONER? Yes~ NoD DATE PRONOUNCED DEAD (MOnlh, Day, ~ar) 24. M, 25. November 2'9, 1999 27. PART I: Enter the diseases, injuries or complications which caused the death. Do not anter the mode of dying. such as cardiac or respiratory auest, shock or hean tailure. List onty one cause on each line. b. Probable Myocardial Infarction DUE TO (OR AS A CONSE~UENCE OF)' Occlusive Coronary Artery Disease DUE 10 (OR AS A CONSE~UENCE OF) 28. l !'pproximste I Interval between lonsel and dealh PART II: Other slgnmcenl condrtions contrtbullng to death, boll not ",suhing in Ihe undertytng caue. given In PART I. DUE 10 (OR AS A CONSE~UENCE OF) d WERE AUTOPSY FINDINGS MANNER OF DEATH AVAILABLE PRIOR TO COMPLETION OF CAUSE OF DEATH? Natural DATE OF INJURY (Monlh, Day, Vo..) TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. 28e. 28b. CERTIFIER (Check only one) 'CERTIFYING PHYSICIAN (Physician certifying ca"'" 01 death v.t1en another physician has plonounced death aoo completed lIem 23) To the best of my knowledge, death occurred due to the caule(s) and manner II .tlted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Suk:ide 29. 3 a. 30b. M. PLACE OF INJURY - AI nome, larm, street. factory, oflice building, atc, (Specify) 3Ott. Coroner Ye.O No 0 Accident 1ZI Homicide 0 0 Pending Investigation 0 0 CoukJ not be determined 0 Yes 3Dc. o 'MEDICAL EXAMINER/CORONER On Ihe basle olexamlnellon end/or Invesllgellon, In my opinion, death occurred at the time, date, and place, 8nd due 10 Ihe cauee(e) and mannlr as stated... ..... . .. . . . . . . . . . .. . . . . . .. . . . . . . .. .. .. . . . . . ., . . . . . . . . . . . . . . . . .. ., . ... . . . . . . . . . . . . .. .,. . . . . . . . . . 310. 33, REGISTRAR'SSIGNATURE~~ER ". C'.h ~ t\--'- \ ~.,.... ~\...--cJt\.~ 1~11~\ld D!crE SIGNED (MontI1, Day, _) o 31C, 31d. Nov. 30, 1999 NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH (lIem27)TypeorPrinl}1ichael L. Norris, Coroner ~ 6375 Basehore Rd., Suite 1 ,.. 32. Mechanicsbur Pa. DATE FILED (Monlh, Day, Year) ~e.A:. 34. \ .PRONOUNCING AND CERTIFYING PHYSICIAN (PhYSician both p'onounClng dealh and certllying 10 cause 01 dealh) To the best of my knowledge, de,th occurred at the time, date, and place, and due to the CBuse(l) and manner all..ted..... . ... . .. . . . . . . ... . . . 21-01-405 L-\PRIL 16, 1999 T ^ (l T n TIT T ^ .N' Tn 'T' h" Q 'T'.. ^ 1\ !f1:'.__ ~ T'T' L.ir~J- 1 V~ J.L.L .t~1 V l v-t.-j- It-'l-YL_ul: Xl 0F '-.-.1... GP~.:\}.rT \V. MOP~JSO}~ SR. 1,-GRP1-NT \V. MORRISON SR. of 16JOld Gap Ro-ad, Carlisle, Pi\ 17013, being of sound mind and body, leave all my worldly possessions and properties to my wife ELIZABETH K. 1\10RRlSON, with my daughter SusanE. Hurley aild my son Emerson I\r~e\V Morriso.1-a5 beingexec1ltors over my estate. This is my last \viU andtestament.given this day of April 16, 1999. ,~7j, ~ . 'itrress L .. . ...... }~4fir-?1f-1- 'vt;,-v~ G tant \V. ivlorrison Sr. ~~11 ~ {/cVll~, 'IV Itne~~ SHERIFF'S RETURN - REGULAR CASE NO: 2001-00405 0 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND MORRISON GRANT W SR ESTATE OF VS CPL MICHAEL BARRICK / Sheriff or Deputy Sheriff of Cumberland County/Pennsylvania, who being duly sworn according to law, says, the within CITATION was served upon MORRISON ELIZABETH K the DEFENDANT / at 1612:00 HOURS, on the 1st day of May / 2001 at 163 OLD GAP ROAD CARLISLE, PA 17013 by handing to ELIZABETH MORRISON a true and attested copy of CITATION & Petition together with and at the same time directing Her attention to the contents thereof. Sheriff's Costs: Docketing Service Affidavit Surcharge 18.00 3.10 .00 10.00 .00 31.10 So Answers: (/ ~/( .r~ ~,t;&;.:."-IP R. Thomas Kline 05/02/2001 MARTSON DEARDORFF Sworn and Subscribed to before me thi s ~ 1\i.V day of If; I V,~t l- eel A . D . lYle,',)., l'Y~Aj,~,vp-~ vnYrW(i~lf-- c~rK of Orhans Cour~ ,~ SHERIFF'S RETURN - REGULAR CASE NO: 2001-00405 0 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND MORRISON GRANT W SR ESTATE OF VS RICHARD E. SMITH / Sheriff or Deputy Sheriff of Cumberland County/Pennsylvania, who being duly sworn according to law, says, the within CITATION was served upon HURLEY SUSAN E the DEFENDANT / at 1855:00 HOURS, on the 1st day of May / 2001 at 50 FRYTOWN ROAD NEWVILLE, PA 17241 by handing to SUSAN HURLEY a true and attested copy of CITATION & Petition together with and at the same time directing Her attention to the contents thereof. Sheriff's Costs: Docketing Service Affidavit Surcharge So Answers: 6.00 5.58 .00 10.00 .00 21.58 F~";' /;.~. aI' ,;. r j, '~'".. R. Thomas Kline 05/02/2001 MARTSON DEARDOR Sworn and Subscribed to before By: me this IN'\ ~ ./ day of L Cf-O J A.D. ~h~r '-' r"/' SHERIFF'S RETURN - REGULAR CASE NO: 2001-00405 0 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND MORRISON GRANT W SR ESTATE OF VS RICHARD E. SMITH , Sheriff or Deputy Sheriff of Cumberland County, Pennsylvania, who being duly sworn according to law, says, the within CITATION was served upon HAWKINS LISA A the DEFENDANT , at 1914:00 HOURS, on the 1st day of May , 2001 at 323 PINEDALE ROAD CARLISLE, PA 17013 by handing to LISA HAWKINS a true and attested copy of CITATION & Petition together with and at the same time directing Her attention to the contents thereof. Sheriff's Costs: Docketing Service Affidavit Surcharge So Answers: 6.00 4.34 .00 10.00 .00 20.34 o;~-~ <" ~",,~ ..,y' '4' ;'_,_'}:. ,ft',. R. Thomas Kline 05/02/2001 MARTSON DEARDO Sworn and Subscribed to before By: 7 I~-l) me this L / day of SHERIFF'S RETURN - REGULAR CASE NO: 2001-00405 0 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND MORRISON GRANT W SR ESTATE OF VS CPL MICHAEL BARRICK , Sheriff or Deputy Sheriff of Cumberland County, Pennsylvania, who being duly sworn according to law, says, the within CITATION was served upon MORRISON EMMERSON A the DEFENDANT , at 1611:00 HOURS, on the 1st day of May , 2001 at 163 OLD GAP ROAD CARLISLE, PA 17013 by handing to EMERSON A. MORRISON a true and attested copy of CITATION & Petition together with and at the same time directing His attention to the contents thereof. Sheriff's Costs: Docketing Service Affidavit Surcharge So Answers: f\-) {\ '~/} 05/02/2001 Sworn and Subscribed to before MARTS:::~~~~ me this day of ~ Dep' S eriff ~~~i~t~/ 6.00 3.10 .00 10.00 .00 19.10 R. Thomas Kline ..co " LAW OFFICES SNELBAKER BRENNEMAN & SPARE CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Grant W. Morrison, also known as Grant W. Morrison, Sr. Date of Death: November 29, 1999 Will No. 2001-00405 To the Register: I certify that notice of estate administration 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 February 27, 2002. Name Address Susan E. Hurley 50 Fry town Road N ewtown, PAl 7241 Terrie L. Eppley 241 0 Walnut Bottom Road Carlisle, P A 17013 Emerson A. Morrison 6 Laurel Lane Carlisle, P A 17013 Scott A. Morrison 130 Greenview Drive Carlisle, PAl 7013 Grant W. Morrison, Jr. 718 N. Second Street SteeIton, PA 17102 Lisa A. Hawkins 323 Pinedale Carlisle, P A 17013 Elizabeth K. Morrison 163 Old Gap Road Carlisle, P A 17013 .... LA W OFFICES SNELBAKER. BRENNEMAN & SPARE Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: February 27, 2002 Keith O. Brenneman, Esquire Snelbaker, Brenneman & Spare, P. C. 44 W. Main Street Mechanicsburg, P A 17055 (717) 697-8528 Counsel for Personal Representative -2- INRE: : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF GRANT W. MORRISON, SR., Deceased, Late of North Middleton Township Cumberland County, P A :NO. AND NOW, this day of ,2001, upon consideration of the petition of Scott A. Morrison, citations a e i ed pursuant to 20 Pa. Cons. Stat. Ann. S 3155 upon Elizabeth K. Morrison, Emerson A. Morrison, Lisa A. Hawkins, and Susan E. Hurley to show cause why the relief prayed for in the within petition should not be granted and why Letters of Administration should not issue to petitioner. CITATIONS Citation returnable twenty (20) days after service. 1. ESTATE OF : IN THE COURT OF COMMON PLEAS OF ~ : CUMBERLAND COUNTY, PENNSYL VANIA ~ J~PR 2 4 2001 rP INRE: GRANT W. MORRISON, SR., Deceased, Late of North Middleton Township Cumberland County, PA :NO. -:L\ - 6\ - L\.OS- PETITION FOR CITATION TO COMPEL APPLICATION FOR LETTERS PURSUANT TO 20 PA. CONS. STAT. ANN. ~ 3155 The petition of Scott A. Morrison respectfully represents that: 1. Grant W. Morrison, Sr. died intestate, a resident of North Middleton Township, Cumberland County, Pennsylvania, on November 29, 1999. 2. Decedent was survived by Elizabeth K. Morrison, his widow, and six children as follows: Emerson A. Morrison, Grant W. Morrison, Jr., Lisa A. Hawkins, Scott A. Morrison, Susan E. Hurley, and Terrie L. Eppley. No children predeceased the Decedent. 3. Decedent owned real property at the time of his death which petitioner is informed, believes and, therefore, avers to be valued at approximately $475,000. The real estate is situate at 163 Old Gap Road, North Middleton Township, Cumberland County, Pennsylvania. He also owned personal property of unestimated value. 4. Petitioner is Scott A. Morrison, of 130 Greenview Drive, Carlisle, Pennsylvania, and is the son of the Decedent. 5. Neither the Decedent's widow nor any of his children have taken out letters of administration on the Decedent's estate. 6. Copies of the renunciations of Grant W. Morrison, Jr. and Terrie L. Eppley, two of the Decedent's children, are attached to this Petition as Exhibits "A" and "B." WHEREFORE, petitioner requests that a citation be awarded pursuant to 20 Pa.Cons.Stat.Ann. S 3155 directed to Elizabeth K. Morrison, Widow, and Susan E. Hurley, Lisa A. Hawkins and Emerson A. Morrison, children, to show cause why any of them should not apply for and take out letters of administration on the Estate of Grant W. Morrison, Sr., Deceased, or failing this, to show cause why such letters should not issue to petitioner. MARTSON DEARDORFF WILLIAMS & OTTO By ~f:~~~: Ten East High Street Carlisle, P A 17013-3093 (717) 243-3341 Attorneys for Petitioner Scott A. Morrison Date: L.{ I).) /" ( VERIFICA TION I verify that the statements contained herein are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S.A. S4904, relating to unsworn falsification to authorities. ~\I,~,,~JI~ll\ \ ,0," -~ Scott A. Morrison, Petitioner Dated: ~1! /g! trt RENUNCIATION In Re Estate of GRANT W. MORRISON, SR., deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned Grant W. Morrison, Jr., son of the above decedent, hereby renounces the right to administer the estate and respectfully asks that Letters of Administration be issued to Scott A. Morrison. WITNESS my hand this ; I day of ~~. , 2001. 4.AW....d.. fAI JY)e<-VU.<AJZ~ ~~, Grant W. Morrison, Jr. 718 North Front Street Steelton, P A 17113 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SWORN & SCRIBED BEFORE ME THIS 11TH DAY 0 APRIL 2001 \..~ ~;~~ "J, 1:':,Cli Seal Denic~. "Joy. Not? j I ublic Carlisi; ~OIU, Cumbe'Ci"d County My Com'e"'ission Expir~,. ';':eb 5 2005 Member, pennsytvarna. As;:'v.:;mllon at NOtaries Exhibit "A" RENUNCIA TION In Re Estate of GRANT W. MORRISON, SR., deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned Terrie L. Eppley, daughter of the above decedent, hereby renounces the right to administer the estate and respectfully asks that Letters of Administration be issued to Scott A. Morrison. WITNESS my hand this II day of :AtzJ , 2001. ~,~~, ;/ ~,6jt-r Thrrie L. Eppley 241 0 Walnut Bottom Road Carlisle, P A 17013 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SWORN & SCRIBED BEFORE ME THIS 11TH DAY OF AP IL 2001. .~ Notarial Seal qenise Bagby, Notary Public Carlisle ~O~Q, Cumberland County My CommIssion Expires Feb. 5, 2005 Member, Pennsylvania ASsociation of NotarIes _ NOL-! '-II 8e" u.enlse 8agL.:; Not:-c. . ',Julie '-.oar./Isle ~oro, CMnbf~IJll Cown; My CommIssion C'cnir(,s Feb. 5. ?( Member, PefJ(JSYI\(.,~, Exhibit "B" IN RE: ESTATE OF GRANT W. MORRISON, SR. , Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-405 CITATIONS WE COMMAND, you that laying as ide all business and excuses whatsoever, you be and appear in your proper person before the Honorable Judges of the Common Pleas Court, Orphans' Court Division at a session of the said Court there b be held, for the County of Cumberland to shOW' cause why the relief prayed for in the within petition should not be granted and why Letters of Administration should not issue to petitioner. Citation returnable twenty (20) days after service. witness my hand and official seal of office at Carlisle, pennsylvania this 26th day of April, 2001. ., (" r,/ i I" I 'tl. '-rn~i~; 1,-. 1-",<.. v.''. I.:!',,~ 1L 1.....-/ i'i..~ '.' Mary a.Lewis / 1;\ Clerk of Orphans' Court Division CUmberland County Carlisle,Pa. LAW OFFICES SNELBAKER. BRENNEMAN & SPARE IN RE: ESTATE OF GRANT W. MORRISON, SR., Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 20 01-405 RESPONSE TO PETITION FOR CITATION TO COMPEL APPLICATION FOR LETTERS PURSUANT TO 20 Pa.C.S.A. ~ 3155 Elizabeth K. Morrison, Emerson A. Morrison, Lisa A. Hawkins and Susan E. Hurley, by their attorneys, Snelbaker, Brenneman & Spare, P. C., respond to the Petition For Citation as follows: 1. Admitted in part; denied in part. It is admitted that Grant W. Morrison, Sf. died November 29, 1999 a resident of North Middleton Township, Cumberland County, Pennsylvania. It is denied that Grant W. Morrison, Sf. died intestate. To the contrary, he died testate, having made and executed his last will and testament (the "Will") on April 16, 1999, a true and correct copy of which is attached hereto and incorporated by reference herein as "Exhibit A". 2. Admitted. 3. Admitted in part; denied in part. It is admitted that Decedent Grant W. Morrison, Sf. owned real property at the time of his death located at 163 Old Gap Road, North Middleton Township, Cumberland County, Pennsylvania as well as certain personal property. It is denied that the real estate owned by the Decedent is valued at approximately $475,000. To the contrary, the real estate was valued at $244,000 at thc time of Decedent's death and has a current market value for purposes of assessment by Cumberland County of $243,380.00. 4. Admitted. LAW OFFICES SNELBAKER. BRENNEMAN & SPARE 5. Admitted, with the qualification that letters of administration are inappropriate in consideration of the existing Will of the Decedent, which Will Respondents intend to have probated. Even in the absence of a will, Respondent Elizabeth K. Morrison would exercise her right to have letters of administration issued to her pursuant to 20 Pa.C.S.A. 9 3155(b)(1) and (2). WHEREFORE, Respondents Elizabeth K. Morrison, Susan E. Hurley, Lisa A. Hawkins and Emerson A. Morrison requests this Court to deny the Petition of Scott A. Morrison. SNELBAKER, BRENNEMAN & SPARE, P. C. kiL1,z~ BY: Keith O. Brenneman, Esquire 44 W. Main Street Mechanicsburg, P A 17055 (717) 697-8528 Attorneys for Respondents Elizabeth K. Morrison, Lisa K. Hawkins, Susan E. Hurley and Emerson A. Morrison Date: l-1ay 10, 2001 -2- .(-\PRIL 16, 1999 T ^ QT UTTLT ^ 1\.TT'\ Th"QT ^ 1\ ,fb'1\.Yf' Lr..J.1 '\l ~). .Lt. C-ti ~V 1 Lv- 1 r.l. ',llLJ. 't. 1 {\1:' \J..L GRp.~.JT VI. ~10RP.JSON SR, I,. ORAl-IT W. tv10RRlSON SR. of 163-01d Gap Road, Carlisle, Pi:\. 17013, being of sound mind and body, -leave aU my worldly possessions and properties to my""ife ELIZP-J3ETH K. ~..10R..TUSOt~, v\1th my daughter c",..",.... E Hurlev n....,.1 .........-~ C-f"'\t"'! U~{3r"'''''''''' ^ _A_~~~, M.....-1C'At'" n'" 1 -"'t'....".. e"~-""'''''"'-'''' ~l. .. ~ .~IU. U1J -dV.d.. L-li~jV-it -rl.Uu.l~V' VU~i ~ ~l.i~- ,,}. ~l -1.i"V-i~ Dver mv estate. Tbis is my last \vill andtestament-glven tbis day of April 16, 1999. ,~jj, .~. ~j1,71f'-I/"';--~ G --~ -,:-rT ~..[ . ~- rr~~, If It.t I v ,."")1'"!i,rtn ...., ..-'It1"-... ..."i_.... ..... ~ ..............."="".-....- ~..... ~ ~~~11 ~ 1knA;j-' EXHIBIT A LAW OFFICES SNEL8AKER. BRENNEMAN & SPARE VERIFICATION I verify that the statements made in the foregoing Response to Petition are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4909 relating to unsworn falsification to authorities. &"U~i I{. '?7Z~~~~ , Ehzabeth K. Mornson Date: -n2a;j- I 6..> ~.<:::'c~ i LAW OFFICES SNELBAKER. BRENNEMAN 8: SPARE VERIFICATION I verify that the statements made in the foregoing Response to Petition are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4909 relating to unsworn falsification to authorities. Date: . _..RtM(1-ff-iat1~Lu--j; Lisa A. Hawkins May 10, 2001 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE VERIFICATION I verify that the statements made in the foregoing Response to Petition are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C,S. Section 4909 relating to unsworn falsification to authorities. ~l~~~ t. fu~~ Susan E. Hurl Date: May 10, 2001 LAW OFFICES SNEL8AKER, BRENNEMAN & SPARE VERIFICATION I verify that the statements made in the foregoing Response to Petition are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4909 relating to unsworn falsification to authorities. (-" /-,/j. //~ -/???~/h }<J, /'//?:,vrr7/L&:'7--'L Emerson A. Morrison Date: ~L)- //0 /0/ LAW OFFICES SNELBAKER. BRENNEMAN & SPARE CERTIFICATE OF SERVICE I, KEITH O. BRENNEMAN, ESQUIRE, hereby certify that I have on the below date, caused a true and correct copy of the foregoing Response to Petition to be served upon the person and in the manner indicated below: FIRST CLASS MAIL, POSTAGE PREPAID, ADDRESSED AS FOLLOWS: Thomas J. Williams, Esquire Ten East High Street Carlisle, P A 17013-3093 Ht~Uwv\- Keith O. Brenneman, Esquire SNELBAKER, BRENNEMAN & SPARE, P. C. 44 W. Main Street P. O. Box 318 Mechanicsburg, P A 17055 (717) 697-8528 Attorneys for Respondents Elizabeth K. Morrison, Lisa K. Hawkins, Susan E. Hurley and Emerson A. Morrison Date: May 14, 2001 F\FILE~\DA T AFILE\Gendoccur\1 OOl4-pra I/tde Created 01110/02104802 AM Revised 01/1 0102 10 53 54 AM INRE: : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF GRANT W. MORRISON, SR., Deceased NO.2001-405 ORPHANS' COURT DIVISION PRAECIPE TO THE ORPHANS' COURT OF CUMBERLAND COUNTY Please withdraw the Petition for Citation to Compel Application for Letters with prejudice. MARTSON DEARDORFF WILLIAMS & OTTO By / L 1tv&~ Thomas J. lliams, Esquire Ten East HIgh Street Carlisle, PA 17013-3093 (717) 243-3341 Attorneys for Petitioner Scott A. Morrison By Sr<ilA14. >>1- =:> Scott A. Morrison, Petitioner Date: i 1\ 1/ 0 'v \.C:: C\'J - "'- .J , -r- N P .~ '.:.::: >- .}~ S '."..)G CERTIFICATE OF SERVICE I, Tricia D. Eckenroad, an authorized agent for Martson Deardorff Williams & Otto, hereby certify that a copy of the foregoing Praecipe was served this date by depositing same in the Post Office at Carlisle, P A, first class mail, postage prepaid, addressed as follows: Keith O. Brenneman, Esquire SNELBAKER, BRENNEMAN and SPARE, P.C. 44 West Main Street P. O. Box 318 Mechanicsburg, P A 17055 MARTSON DEARDORFF WILLIAMS & OTTO 6ltA~efd ~aJ Ten East High Street Carlisle, P A 17013 (717) 243-3341 Dated: II J~/(rz' NOV " 6 (nn> ~ r:: ~ \ IN RE: ESTATE OF GRANT W. MORRISON, also known as GRANT W. MORRISON, SR., LATE OF NORTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE NO. 21-01-0405 TAX PARCEL NO.: 240 180.00.075.000 DECREE AWARDING REAL ESTATE AND NOW, this 2..,,~ day of 'b~ ~02 it appearing that the First and Final Account of Emerson A. Morrison and Susan E. Hurley, Co-Executors of the Estate and under the Last Will and Testament of Grant W. Morrison, also known as Grant W. Morrison, Sr.. deceased, (the "Decedent") has been duly filed and advertised accordingly to law and Rules of Court, and that said Account was duly confirmed and a Schedule of Proposed Distribution approved by this Court on November 26,2002; and it further appearing that said Co-Executors have proposed in said Schedule of Proposed Distribution to distribute certain of the Decedent's real estate in kind to Decedent's surviving spouse, Elizabeth K. Morrison, as the sole beneficiary under the above Last Will and Testament, and said Court having decreed distribution in accordance with said Schedule of Proposed Distribution; IT IS ORDERED, ADJUDGED AND DECREED that all right, title and interest of the said Grant W. Morrison, also known as Grant W. Morrison, Sr., deceased, in and to the following described real estate is hereby awarded unto Elizabeth K. Morrison in fee simple: ALL THE UNDIVIDED ONE-NINTH (1/9) INTEREST in and to two certain tracts of land with improvements thereon situate in Spring Township, Perry County, Pennsylvania, bounded and described as follows, to wit: LAW OFFICES SNELBAKER. BRENNEMAN & SPARE TRACT NO. I - Beginning at a stone corner of lands now or formerly of Catherine Saltsberger; thence by lands of same, South 8Y; degrees East 93 perches to stones; thence by lands now or formerly of the Oak Grove Lumber Co., South 75"!4 degrees East 11 Y; perches to a hickory; thence by lands of same, North 69 degrees East 13 perches to stone corner of the land now or formerly of the said Oak Grove Lumber Co. and lands now or formerly of H.H. Brownawell; thence by lands now or formerly ofH.H. Brownawell, 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 77Yz 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 Co.~ 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. BEIN G the same undivided one-ninth (1/9) interest and the same two tracts of land which Mary R. Gleim~ widow~ individually and as Adn1inistratrix of the Estate of Forrest M. Gleim~ deceased~ late of North Middleton Township~ Cumberland County~ Pennsylvania by their Deed dated November 4~ 1966 and recorded December 9~ 1973 in the Office of the Recorder of Deeds in and for Perry County~ Pennsylvania in Deed Book 233~ Page 590 granted and conveyed unto Grant W. Morrison~ the Decedent herein. IT IS FURTHER ORDERED and DIRECTED that a certified copy of this Decree shall be recorded in the Office of the Recorder of Deeds in and for Cumberland County~ Pennsylvania~ among the Deeds recorded in that Office~ said Decree to be indexed in the Grantor index for deeds against the Estate of Grant W. Morrison~ Deceased and in the Grantee index for deeds to ELIZABETH K. MORRISON~ pursuant to Section 3536 of the Decedents~ Estate and Fiduciary Code (20 Pa.C.S.A. S 3536). BY THE COURT: 1. LAW OFFICES SNELBAKER. BRENNEMAN & SPARE -2- LAW OFFICES SNELBAKER. BRENNEMAN & SPARE I hereby certify that the residence and post office address of the within named Grantee is: 163 Old Gap Road, Carlisle, P A 17013. Ij};~ Attorney for Grantee N.T.S. " -.)- E , NOV 2 6 200, '\l IN RE: ESTATE OF GRANT W. MORRISON, also known as GRANT W. MORRISON, SR., LATE OF NORTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ESTATE NO. 21-01-0405 TAX PARCEL NO.: 29-06-0021-016 ~E A WARDING REAL EST ATE AND NOW, this V day of fk<:,. ,2002 it appearing that the First and Final Account of Emerson A. Morrison and Susan E. Hurley, Co-Executors of the Estate and under the Last Will and Testament of Grant W. Morrison, also known as Grant W. Morrison, Sr., deceased, (the "Decedent") has been duly filed and advertised accordingly to law and Rules of Court, and that said Account was duly confirmed and a Schedule of Proposed Distribution approved by this Court on November 26, 2002; and it further appearing that said Co-Executors have proposed in said Schedule of Proposed Distribution to distribute certain of the Decedent's real estate in kind to Decedent's surviving spouse, Elizabeth K. Morrison, as the sole beneficiary under the above Last Will and Testament, and said Court having decreed distribution in accordance with said Schedule of Proposed Distribution; IT IS ORDERED, ADJUDGED AND DECREED that all right, title and interest of the said Grant W. Morrison, also known as Grant W. Morrison, Sf., deceased, in and to thc following described real estate is hereby awarded unto Elizabeth K. Morrison in fee simple: ALL that certain tract of land, together with the improvements thereon erected, situate in the Township of North Middleton, Cumberland County, Pennsylvania, being more particuarly bounded and described as follows: LAW OFFICES SNELBAKER. BRENNEMAN & SPARE BEGINNING at a stone near Waggoner's Bridge on the Conodoguinet Creek and corner of land now or formerly of George Smiley; thence down the Creek, North thirteen degrees West, fifteen and eight-tenths perches; thence North twenty-six degrces West seventeen and eight- tenths perches; thence North twenty-one degrees West, twenty-three and four-tenths perches; thence North eighteen degrees West, twenty-two perches to a stone on bank of said creek; thence by land now or formerly of Mrs. Peter Shughart North eighty-eight degrees East, seventy-seven and two-tenths perches to a stone; thence by a road South one and one-fourth degrees West, thirteen and six-tenths perches to a stone; thence by lands now or formerly of Edward Stoner, North seventy-five and one-half degrees East, one hundred and thirty-one perches to a stone on bank of said creek; thence down the same South forty-three degrees East, twenty-perches; thence South fifty-three degrees East, fourteen perches; thence South thirty-nine degrees East twenty- four perches; thence South thirty-one degrees East, thirty-eight and eight-tenths perches to a stone~ thence by lands now or formerly of Roy Miller, Archie Loudon, Mrs. Peter Shughart and George Smiley, South eight-five degrees West, two hundred and thirty-eight perches to the place of BEGINNING. CONTAINING one hundred and one acres and ten perches, neat measure. LESS, however, a certain tract of land containing one (1) acre, more or less, more particularly bounded and described in a deed of Della M. Morrison, widow, to Edgar L. Foltz, dated September 30,1966, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania in Deed Book "0", Vol. 22, Page 79; and LESS, so much of the above described land as was taken for highway purposes for the relocation of Pennsylvania Highway Route No. 21032, commonly known as the Wag goners Gap Road, the plans for which taking were approved by the Governor of the Commonwealth of Pennsylvania on August 25, 1959. BEING the same premises which Farmers Trust Company, Executor of the Estate of Della M. Morrison, late of the Township of North Middleton, Cumberland County, Pennsylvania by its Deed dated June 28, 1967 and recorded June 29, 1967 in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania in Deed Book "K", Volume 22, Page 166 granted and conveyed unto Grant W. Morrison, the Decedent herein. IT IS FURTHER ORDERED and DIRECTED that a certified copy of this Decree shall be recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, among the Deeds recorded in that Office, said Decree to be indexed in the Grantor index for deeds against the Estate of Grant W. Morrison, Deceased and in the Grantee index for deeds to ELIZABETH K. MORRISON, pursuant to Section 3536 of the Decedents, Estate and Fiduciary Code (20 Pa.C.S.A. 9 3536). LAW OFFICES SNELBAKER. BRENNEMAN & SPARE 1. -2- LAW OFFICES SNELBAKER. BRENNEMAN & SPARE I hereby certify that the residence and post office address of the within named Grantee is: 163 Old Gap Road, Carlisle, PA 17013. ~~ Attorney for Grantee N.T.S. '"l -j - LAW OFFICES SNELBAKER. BRENNEMAN & SPARE FIRST AND FINAL ACCOUNT OF EMERSON A. MORRISON AND SUSAN E. HURLEY, CO-EXECUTORS OF THE ESTATE OF GRANT W. MORRISON, ALSO KNOWN AS GRANT W. MORRISON, SR., LATE OF NORTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA EMERSON A. MORRISON AND SUSAN E. HURLEY, Co-Executors and Accountants herein; aver as follows: DATE OF DECEDENT'S DEATH: November 29, 1999 DATE LETTERS TESTAMENTARY ISSUED: February 12,2002 DATE OF RULE 5.6(A) NOTICE: February 27, 2002 LETTERS TESTAMENTARY WERE ADVERTISED AS FOLLOWS: The Patriot-News.: March 12, 19 and 26, 2002 Cumberland Law Journal: March 8, 15 and 22, 2002 PERSONAL TY - PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with receipt of the Decedent's personal property as more fully set forth in the Inventory and Appraisement filed in the Office of the Register of Wills for Cumberland County, Pennsylvania on May 24, 2002: TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $76,946.04 $76.946.04 LAW OFFICES SNELBAKER, BRENNEMAN & SPARE PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for payment of the following items from personalty principal: Register of Wills - Probate Fee (initial) Cumberland Law J oumal Patriot News Co. Register of Wills - filing fee Register of Wills - Additional Probate Fee Snelbaker, Brenneman & Spare, P. C. -legal fees $ 29.00 75.00 125.71 20.00 287.00 556.25 The Executors reserve the following sum to be paid subsequent to the filing hereof: Additional legal fees, recording fees of decrees awarding real estate and miscellaneous probate costs: 1,000.00 TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $2.092.96 PERSONAL TY - INCOME ACCOUNT DEBITS The Accountants charge themselves with receipt of the following items of income from personalty: NONE TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: NONE -2- PERSONALTY - INCOME ACCOUNT CREDITS The Accountants claim credit for payment of the following items from personalty income: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL EST ATE - PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with receipt of the following real estate of Decedent: All that certain farm with improvements thereon consisting of a residence, barn and other improvements on approximately 99 acres located in North Middleton Township, Cumberland County, Pennsylvania, as more fully described in Cumberland County Deed Book "K", Vol. 22, Page 166: All that certain two tracts of land improved with a one-story hunting camp located at Polecat Road, Spring Township, Perry County, Pennsylvania, in which Decedent owned a one-ninth (1/9) interest as more fully described in Perry County Deed Book 233, Page 590: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for payment of the following items from real estate principal: LAW OFFICES SNELBAKER. BRENNEMAN & SPARE TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: -3- NONE NONE $244,000.00 $ 11.111.11 $lliJJ 1.11 NONE NONE LAW OFFICES SNELBAKER. BRENNEMAN & SPARE REAL ESTATE - INCOME ACCOUNT DEBITS The Accountants charge themselves with receipt of the following income from real estate: NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: NONE REAL ESTATE - INCOME ACCOUNT CREDITS The Accountants claim credit for payment of the following items from real estate income: NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: NONE -4- LAW OFFICES SNELBAKER. BRENNEMAN & SPARE I. PERSONALTY A. PRINCIPAL ACCOUNT Debits Net Gains/Losses S ub- Total Credits Balance B. INCOME ACCOUNT Debits Credits Balance RECAPITULATION $76,946.04 -0- 76,946.04 2,092.96 $ -0- -0- C. NET BALANCE OF PERSONALTY: II. REAL ESTATE A. PRINCIPAL ACCOUNT Debits Credits Balance B. INCOME ACCOUNT Debits Credits Balance $ 256,111.11 -0- $ -0- -0- C. NET BALANCE OF REAL ESTATE: III. NET BALANCE OF ESTATE FOR DISTRIBUTION: -5- $74,853.08 $ -0- $74,853.08 $256,111.11 $ -0- $256,1 11.11 $330.964.19 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE SCHEDULE OF PROPOSED DISTRIBUTION 1. To: ELIZABETH K. MORRISON, surviving spouse per Last Will and Testament of Grant W. Morrison, Sf.: All Real Estate, to be received in kind: All other property: TOTAL DISTRIBUTION: $256,111.11 74,853.08 -6- $330.964.19 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) EMERSON A. MORRISON and SUSAN E. HURLEY, being duly sworn according to law depose and say: that they are the Executors of the Estate of GRANT W. MORRISON, Deceased and the Accountants herein~ that the foregoing Accounting is true and complete; that the attached list or schedule [*] contains the names and addresses of all persons who have given notice of their claims, and whose claims remain unpaid; that the attached list or schedule [**] contains the names of all persons interested in the distribution of said Estate~ and that the facts set forth in the within Account are true and correct to the best of their knowledge, information and belief. ~-?>1k..IYJZ'V J7.. ~}~./'\- Emerson A. Morrison, Co-Executor Sworn to and subscribed before me this !.(ft'i day of Qdob;; IZ-. , 2002. -'~ J;. '}?/h Notary Public * Persons having claim against Estate: None * * Persons interested in distribution of Estate: Elizabeth K. Morrison 163 Old Gap Road Carlisle, PAl 70 13 -7- lnventory of the real and personal estate of (... Grant W. Morrison deceased I. PERSONALTY. A. Miscellaneous farm equipment and machinery: $73,280.00 B. Ag Choice Farm Credit Acct. Stock, Acct. No. 0673744-0001: 810.00 C. Agway, Inc. common stock, 1 share, Acct. No. A-94861: 25.00 D. Dairy Farmers of America, Inc., Acct. No. 1682629910: 2,445.31 E. Genex Cooperative, Inc., Acct. No. 958968: 385.73 Total Appraised Value, Personalty: 1$76,946.04 I I I II. REAL ESTATE. I ; A. Farm property improved with residence, barn and other I structures consisting of approximately 99 acres, located I in North Middleton Township, Cumberland County, Pennsylvania "'1 as more fully described in Cumberland County Deed Book "KiI, " Vol. 22, Page 166. Appraised Value: 244,OO(].OO B. Two tracts of land improved with a one story hunting camp located at Polecat Road, Spring Township, Perry County, Pennsylvania, in which Decedent owned a 1/9th interest, as more fully described in Perry County Deed Book 233, p. 590. Total Appraised Value: $100,000 Decedent's 1/9th interest: 11,111.11 Total Appraised Value, Real Estate: 255,111.11 Total Appraised Value, All Property: $ 332,05J.ll )' ; COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND J ss: Susan E. Hurley and Emerson Andrew Morrison .being duly according to law. deposes and says that theY are the Co-Executors of the Estate of Grant W. Morrison late of Ngrth Middl~tQ...n Townsh i p , Cumberland County, Pc)., deceased and that the Morrlson within is an inventory made by Susan E. Hur lev and Emerson Andre~ the said Executors of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. sworn Sworn to and subscribed before mel '.~ 1\ v.<'IL IZ f~~. ;-~I?-tA/~ /7. ~rJ-u~. ~cutor - AdminIstrator Susan E. Hur.1.ey Emerson Andrew 50 Fry town Roao Morrlson Np~Tillp p~ 17?41 6 Laurel Lane . Carlisle, PA 17013 this di'W- day of /l}4/ jtj< 2002 l--"---~-""'- -:, ~-; ,",.~:.:'~~'--'_."h . I f"o.ar.dl ,.'>lcal ~ Susan L. Zych, Notary Public M" ~chanlcsburg Bora, cumberland, co, un, ty, My Commtssion Expires Nov. 24, 2.003 Member. Penns~.'tVsnia A.:;sOOatiOn of Nctari6S Address Date of Death 29 Cay November Month 1999 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV. Fiduciaries Act of 1949. 0.. '1"1 ~I ~ ~ ~ 0 ~ -0 Lf1 >- UJ 0 G) ~ 0 ..... w 'r-! .j.J ... ('ij ~ ~ 0::: ..... J.-j (l) Ie S W < G) 0 c.. ..... J.-j r-l u CI) 0 0 V) 0 ~ G) ~ I 0 w 0::: w ~ roo c ~ r-l I-- :c c.. u. .r-! (l) Z ..... ...J ~ Ie J.-j 0 ...J < 0 . c.. I u. 3: C:Q w 0 < w >. r-l 0::: 1""1 > Z - - N .j.J .j.J c . Z 0 0 ~ J.-j ~ 0 0 V) Z ('ij 0 0 c:: U 4IIto Z W < l-f Z ;:: c.. Co!) -0 .j.J c .r-\ 10 - -.:: (l) 0 G) ~ ..c -0 ~ a> E ..! 0 - ~ 0 10 U u: c::a ..J ,/ /-66- J7 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX KEITH 0 BRENNEMAN'ESQ SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG PA 17055-1038 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-08-2002 MORRISON 11-29-1999 21 01-0405 CUMBERLAND 101 REV-1547 EX AFP (01-02) GRANT W Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ rfE"v = ls4-j-Ex-AFP--(Cff:021--NcfficE--oF--fNHErfiTANcE-'fAx-jrPPR'A-isEifEN:r,--AiroWANCE-ifi------------ - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORRISON GRANT W FILE NO. 21 01-0405 ACN 101 DATE 07-08-2002 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) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 255,111.11 .00 .00 .00 76,946.04 25,092.39 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 357,149.54 00 357,149.54 .00 357,149.54 14, IS and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 357,149.54 X 00 .00 X 06 .00 X 00 .00 X 15 (19)= .00 .00 .00 .00 .00 t"Ayrlt:1'I1 tU:l.:t..1t" I (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER 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.) i)~Y ~ Vv' V' "\- STATUS REPORT UNDER RULE 6.12 Name of Decedent: Grant W. Morrison Date of Death: November 29. 1999 Will No. Admin. No. 21-01-0405 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 No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: by December 31, 2002 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: October 14, 2002 ~14/JrzI1~t1/V1 Slgnature Keith o. Brenneman Name (Please type or print) 44 W. Main Street Mechanicsburg, PA 17055 Address (717) 697-8528 Te 1. No. Capacity: Personal Representative XX Counsel for personal representative (MAH:rmf/AM3) J ~ .~ Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/08/2002 HURLEY SUSAN E 50 FRYTOWN ROAD NEWVILLE, PA 17241 RE: Estate of MORRISON GRANT W File Number: 2001-00405 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/29/2002 Your prompt attention to this matter will be appreciated. Thank You. {;=J;r;)~~ ~ MARY C. LEWIS ~-rf'5;;:-/-: REGISTER OF WILLS ~ cc: 'V File Counsel Judge f~ V v;/, Ji, STATUS REPORT UNDER RULE 6.12 Name of Decedent: Grant W. Morrison Date of Death: November 29, 1999 Will No. Ad' N 21-01-0405 ml.n. o. 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: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be a "tached to this report. Date: 12/20/02 Si Keith o. Brenneman Name (Please type or print) 44 W. Main Street Mechanicsburq, PA 17055 Address (717) 697-8528 Tel. No. Capacity: Personal Representative X Counsel for personal representative ( MAH : rm f I AM 3 ) f\EV.1500 EX (6-00) '* COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 w ,., ~~U) u"'''' wl!;g ,,"'.... u.... .. " REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W o W o W o DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAl) Morrison, Grant w. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 11/29/1 08/28/1929 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Morrison, Elizabeth K. [Jj 1. Original Return o 4. Limited Estate []I 6. Decedent Died Testate (Mach copy of Win) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Altach copy ofTrusl) o 10. Spousal Poverty Credit (dale of death between 12.31-91 and 1-1-95) (',.,,- ..Ll:~ Lg ';>1 ", FILE NUMBER -Z-L-JlL JL~LJL~ COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 168 26 2991 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale of dealh prior to 12.13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) {Alladl Sch 0) >- z w c z o .. "' i:! '" o u o. Brenneman, Es uire Brenneman & S are P.C. 44 w. Main Street Mechanicsburg, PA C..J '17055 1. Real Estate (Schedule A) (1) 255,111.11 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) (8) 357,149.54 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 (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions ( 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) z o 5 ::J l- ii: <I: o W 0:: 14. Net Value Subject to Tax (Line 12 minus Line 13) (4) (5) 76,946.04 (6) 25,092.39 357,149.54 357,149.54 -0- -0- (7) (9) (10) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 357.149.54 (11) (12) (13) (14) x.O---'!. (15) x.O_ (16) x .12 (17) x .15 (18) (19) z o !;;: I-' ::J 11. :::E o o ~ 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 allineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRiSG 3 Old GaD Road CITY Carlisle I STATE PA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credilslpayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) -0- Total Credits (A+ 8 + C) (2) 3. InteresUPenalty if epplicable D.lnterest E. Penelty TotallnleresUPenalty ( D + E ) (3) 4. If Line 2 is grealer than Line 1 + Line 3, enler 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. (5) A. Enter the interest on the tax dUe. (5A) 8. Enterlhe total of Line 5 + 5A. This is the BALANCE DUE. (58) -0- Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... D b. retain the right to designate who shall use the property transferred or its income: ............................................ 0 c. retain a reversionary interest; or.......................................................................................................................... D d. receive the promise for life of either payments, benefits or care? ...................................................................... D 2. If death occumed after December 12, 1982, did decedent transfer property within one year of dealh without receiving adequate consideration? ................................................'n........................................................... 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .. ........................ ............................ ................................... No ~ ~ I]!I I]!I ~ [lg o ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare thai 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. Declaralion of preparerolher than lhe personal represenlativeis based on all informalion 0 fwhichpreparert\asanyknowledge. P RSON ESPONSI8LE FOR FILING RETURN f'~ A, ~ , Co Executor , Co Executor 17241 6 Laurel Lane Carlisle PA 17013 ATE t:'i,., .. '2. ADDRESS For dates of death on or atter July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (ill. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (iill. The statute dOAS not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the nel value of ~ansfers to or for the use of Ihe decedenfs lineal beneficiaries is 4.5%, excepl as noted in 72 P.S. ~9116(1.2) 172 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116{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. "".''''''''''.''"''W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE$\DOO DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Grant W. Morrison 21-01-00405 All real property owned solely or as a tenant In common mllst 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 wil6ng seller, neither being compelled 10 buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivnrll.t1in must be dtilcloAAli on Schedulll F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH All that certain farm with improvements thereon consisting of a residence, barn and other improvements on approximately 99 acres located in North Middleton Township, Cumberland County, Pennsylvania, as more fully described in Cumberlan( County Deed Book "K", Vol. 22, Page 166. Appraised Value: $244,000.00 2. All that certain two tracts of land improved with a one-story hunting camp located at Polecat Road, Spring Township, Perry County, pennsylvania, in which Decedent owned a one-ninth (1/9) interest as more fully described in Perry County Deed Book 233, Page 590. Total Appraised Value: $100,000 Decedent's interest: 11,111.11 TOTAL(A1soenteronline1, Recapitulation) $ 255,111.11 (If more space is needed, insert additional sheets of the same size) """'''''''''''''''. COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Grant W. Morrison FILE NUMBER 21-01-00405 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 Miscellaneous farm equipment and machinery VALUE AT DATE OF DEATH 73,280.00 2. Ag Choice Farm Credit Account Stock, Member No. 0673744-0001 810.00 3. Agway, Inc. Account No. A-94861, 1 share common stock 25.00 4. Dairy Farmers of America, Inc. (DFA) Account No. 1682629910 2,445.31 5. Genex Cooperative, Inc. Account No. 958968 385.73 TOTAL (Also enter on line 5, Recapitulation) $ 76, 946 . 04 (If more space is needed, insert additional sheets of the same size) ''''.'''''''''''''* COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL V-OWNED PROPERTY ESTATE OF Grant W. Morrison FILE NUMBER 21-01-00405 If an asset was made Joint within one year of the decedent s date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Elizabeth K. Morrisc n 163 Old Gap Road, Carlisle, PA 17013 Surviving Spouse B. c. JOINTLy-oWNED PROPERTY: LEITER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number ex similar identifying number. DATE OF DEA 1H OEeDS VALUE OF NUMBER TENANT JOINT Attach deed forjointly-held real estale. VALUE OF ASSET INTEREST DECEDENT S INTEREST 1- A. 1968 M&T Bank, Acct. No. 429376 30,607.37 50% 15,303.69 2. A. 1985 Members 1st F.C.U. Acct. No. 43807 (checking) 14,611. 76 50% 7,305.88 3. A. 1985 Members 1st F.C.U. Account No. 43807 (savings) 1,789.49 50% 894.45 4. A. 1995 Members 1st F.C.U. Acct. No. 43807 (cert. of deposi )3,176.74 50% 1,588.37 TOTAL (Also enler on line 6, Recap"ulaliDn) $ 25,092.39 ., (If more space IS needed, Insert addlllonal sheets Dlthe same Size) '''''''''''''1'''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Grant W. Morrison FILE NUMBER 21-01-00405 NUMBER 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1. Elizabeth K. Morrison 163 Old Gap Road Carlisle, PA 17013 Spouse 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed. insert additional sheets of the same size) r- "' APRIL 16, 1999 U\S.T WILL Ac"TD TEST Alv1E},'T n~ '-..U r-D ANT UT l\,fnRRTSO~T "R V~~ II Y'I . .iY~'-J.1.~' _.l"'t iJ..1. . I,GRfu"IT W. MORRISON SR. Qfl63 Old Gap Road, Carlisle, PA 17013, being of sound mind and body, leave all my worldly possessions and properties to my wife ELIZABETH K. MORRISON, with my daughter Susan E. Hurley and my son Emerson Andrew Morriso.'l as beingexecTltors over my estate. This is my last will and testament given this day of April 16, 1999. ~.~ . 7.),?U<V . itness "' ~....,4"Jt71(t--<-~~ Or . V' ,,~......:..' . n aln :11. '''!.UnISon ;:>r. tfylH'M1 ~ ikn1~ w nness ,".' .~ 'J-.7~