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Home My WebLink About01-0670 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of CHARLES A. MORGAN No. oJ/... 01 -, 70 also known as Late of Upper Allen Township. Cumberland County. PA , Deceased Social Security No. 145-05-5951 Petitioner{s), who is/are 18 years of age or older. apply(ies) for: (COMPLETE "A" OR "B" BELOW:) .. A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut~ named in the Last Will of the Decedent, dated December 14.1994 and codicil(s) dated N/A State relevant circumstances, e.g., renunciation. death of executor, etc. Except as follows, Decedent did not marry, was not divorced. and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: E;I B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I . . (COMPLETE IN ALL CASES:) Attach additIonal sheets If necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 100 Mt. Allen Drive. P.O. Box 2015. MechanicsburQ. Upper Allen Township. Cumberland County. Pennsylvania 17055 (list street, number and municipality) Decedent, then~ years of age, died June 25. 2001, at Holy Spirit Hospital. East Pennsboro Township, Cumberland County. PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property ............................................... $ 128.000.00 (If not domiciled in PAl Personal property in Pennsylvania . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ (If not domiciled in PAl Personal property in County. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ Value of real estate in Pennsylvania ........................................................... $ Total ........................................................................... $ 128,000.00 Real Estate situated as follows: Wherefore. Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence Adele M. Landis R.R. 2. Box 653, Elliottsburg, PA 17024 Form RW-l P~~e 1 of 2 (Dauphin County - Rev. 9192) J to .- ~ 1.j'-j - to Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed ~ /1) d ~ before me this 17th day of July 2001. 7l}o./l.~ ( ~ . , I:l /i;,; ~'1JJn.' I Estate of Charles A. Morqan also known as DECREE OF REGISTER Deceased No. 21-01-670 Social Security No: 145-05-5951 Date of Death: June 25. 2001 AND NOW, JULY 17,2001 , 2001, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters IKI Testamentary 0 of Administration (c.t.a.; d.b.n.c.t.; pendente Ute; durante absentia; durante minoritate) are hereby granted to Adele M. Landis in the above estate and that the instrument(s), if any, dated December 14. 1994 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters.. ......................... Short Certificate( s).......... Renunciation................. . Affidavit ( )................. Extra Pages ( )............ Codicil.......................... JCP Fee........................ Inventory & Tax Forms... Other........................... . TOTAL................ Form RW-1 Page 2 of 2 (Dauphin County - Rev. 9192) $ 235.00 '-mn"1 c t.u~, f"J){}r\ Register of Wil s $ $ $ $ $ $ $ $ 15.00 27.00 Attorney: I.D. No: Address: Jeffrev A. Ernico. Esquire 07981 3401 North Front Street Harrisbura. PA 17110-0950 717-232-5000 JULY 17,2001 5.00 $ ?R?~ 00 Telephone: DATE FILED: 266016 HI0S.80S REV'JJS6 This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as Local Rt;gistrar. 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. No. f-~Kd~~ Local Registrar Fee for this certificate, $2.00 p 7387158 ?J~ ..;ts.~ ~ I Date H10S.i4JRev 2181 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH TYPE/PRINT IN PERMANENT BLACK INK I. AGEllast8w'lndew Charles A. Morgan SEX Male .. SWE FU NUMeER SOCtAl SECURlN NUMBER J. 145 05 5951 NAME OF DECEDENT {FItSf, MldclIe. laIIJ UNDER 1 YEAA ....... Doyo UNDER 1 DAY ..... - ! IURTHPlACE (C"t and s.... Of fClegn Caunuy) Northumberland, ~"'.o 91 v" . S. a CouNN OF DeRH Cumberland .... Ie. White DECEDENT'S USUAl OCCUPA1lQN (Gi"" Iund 01 WOI'k done dufll'lQ ~ ......ong"!l;................1 Federal Government "a. ::lupervlsor ,,0. DECEDENT'S MAILING ADDRESS (StI... c.yIbwn. &.. ZtpCQde) 100 Mt. Allen Drive Mechanicsburg, Pennsylvania ~ 70~ SURYMNG SPOuSf: in...... Qft4 fNI08n namel 12. ,.. FRHEW$ NAME ,Fiest Middle, laSlI 'a. N'ORMANT'SNAME (1~Prinll DECEDENT'S ACTUAL RESIDENCE .......... -- 11.. sa. Did C I d :::,:,a umber an .-. '.--, 17..0 ::..."':::'.::'.. MO'HER.S_'F...._.-.s........1 Ursula Raker ,.. _ORMANr~~~trrgz."'AA"'17024 .... 'Ob. - "- \~ i Charles H. Morgan Adele M. Landis :il .. " .. "" :J "" PlACE OF DISPOSITION........ otc.n.s.y. Clent8lOty """'"''''"'erantham Memorial Park lOCRlON.<:""--' _. ZIp "- Grantham, Pennsylvania 17027 2le. 214. NAME ANDADDRESSOF fW:IUTY Myers Funeral Home, Inc, 37 East Main Street Mechanicsburg, Pa 17055 lICENSE NUMBER (MJ'ESlGNED 0rIy.-'1 :1-S :U);'/ 23lo. MS CASE REFERRED 10 MeDICAL EXAMtHERICOAONER? .... 0 ....l1{ 01 dying. SUCh as Cat raapiratoty ar'..... Shodl; Of hNIt ,..,.... A,,~,rI\110" of .., 10 lOR AS A CONSEOUENCE OFt. e 0',\ i I'^ ~ 1:::::-"':"" :....Md..... I I I PART.: OIherIigniftcMlCDnlllliclMc:onulbutinglOdud'l.buI nalnMUlingin"'~~gMn inPMT I. Co I'i(" i .01" h"..d ! : .. WERE AUlOPSY FlNDWGS ~""""'1O COMPlIE1lOH OF CAUSE OF OERH? DUE lOlORAS A CONSEQUENCE OFt. DUE 10 COR AS A CONSEQUENCE OF): ....0 WANNER Of DEATH ......, ..i:1 .......... 0 -.. 0 Pending Jnvestig.;ltion 0 Suit_ 0 Could not be determ..-:t 0 DATE OF INJURY (MonI'I. a.v. 'llaarl TlUE Of INJUn' INJUAY J(f WORK? DESCRIBE HOW' INJUR't' (X;CURRED .... 0 NoD NoD Y. aa.. 21b. URTlFlER (C!'eo ani., onel .CEATaFYlNG PHYSICIAH (PhySlCoMl cef1ltylOQ cause d death whClf' dflOlhef phys.coan has pronounced de.altt iUlI..I completed lIem :JJI To h t... 01 my knowIedte. deaUt occ:umtd... to.. cMlM(sland manN'.. ale1ecl. . . . . . . . . . . . . . . . . zo. PlACe OF INJURY - AI. hOlM, e.nn. _reat. faclory, oIIc:e building. __ ISpecIfVl >Go. I -tf~~~ !;lIt toll (Id+ lOCAl'ION csn.. CtyITown, ~ ~ :il til o ~ o '5! ~ z 'PRONOUNClHG AND CERTIFYING PHYSICIAN 'Physclat\ both ;lfououucll"l9l.Jeolllh and cer1llYlfl9lOcaV$lt of dealhl To tha but of my kno~., .a'" occurr'" at .........., date, MId place. and due 10..... cau..(a) and m.nne, .s Slitled. .UEDK:AL EXAMINER/CORONER On Ihe b..i. o' .....,in.llon and/or In.....Ug.Uon.in my opinion. d..lh occurred allhe lime. dale. .nd place, and due to Ihe c.u.e{., and lIn.nn.r..sl.ted ".... ... .... 31a. REGIS T o /r...,,......v..rt ,A ,<lit ,.. ;?'5 ,,2 tJt1 / / LAST WILL AND TESTAMENT OF CHARLES A. MORGAN I, CHARLES A. MORGAN, of Upper Allen Township, Cumberland County, Pennsylvania, being of sound mind and disposing memory, though I realize the uncertainty of this life, I have full confidence and trust in my Lord and Savior, Jesus Christ, in His death on the cross for my sins and in His shed blood as an Atonement for my Soul; and I know by faith that because of His sacrifice on the cross for me I have eternal life, do hereby make, publish and declare this to be my Last will and Testament, revoking any and all previous wills and Codicils, and hereby will and dispose of all the property which I own at my death ln the following manner: Article One Tanqible Personal Property ~1.1 I bequeath all my tangible personal property, including by way of illustration but not by way of limitation, my household furniture and furnishings, paintings, books, automobiles, jewelry and personal effects, exclusive of any such property used in a trade or business, to my three (3) daughters, ADELE M. LANDIS, REBECCA A. HODD and SANDRA L. REID ("My Daughters"), who shall survive me, in as nearly equal shares as they may agree. In the event of irreconcilable disagreement among my children, they shall take alternate turns selecting individual items with my oldest child making the first selection. Any items not so selected shall be sold and the proceeds shall pass as a part of my residuary estate. ~1.2 To the extent practicable ln the Executrix's sole discretion, I bequeath any policies of insurance on such property to the beneficiary entitled to such property. ~1. 3 I direct that the expenses of storing, packing, shipping, insuring and delivering any such property to the beneficiary entitled thereto shall be paid by the Executrix as an administrative expense of my estate. Article Two Residue ~2.1 I devise and bequeath all the residue of my estate ln equal shares to My Daughters, or their issue per stirpes. If any of My Daughters does not survive me, I devise and bequeath the share of such Daughter to her issue living at my death, per stirpes; provided, however, that I give to the Trustee hereinafter named any such share passing hereunder for the benefit of any issue of mine or My Daughters who then shall not have attained the age of twenty-one (21) years, to be held, administered and disposed of ln accordance with Article 3 hereof (the "Issue's Trust") for the -2- expenses, in the purchase of a principal residence or in the establishment of a profession or business considered a good risk by the Trustee, taking into account other available funds, including the Beneficiary's assets. ~3.1.3 At any time after the Beneficiary attains twenty-one (21) years of age, the Beneficiary may withdraw any or all of the principal of the Issue's Trust. ~3 .1.4 If the Beneficiary dies before the complete termination of the Issue's Trust, the Trustee shall distribute the property then held in trust to such persons or corporations (including the Beneficiary's estate), in such amounts and upon such trusts, terms and conditions as the Beneficiary by last will may appoint by specific reference to this general power of appointment; provided, however, any portion of the trust property not subject to the Beneficiary's power of withdrawal immediately prior to the Beneficiary's death may only be appointed to one or more of the Beneficiary's issue, in such amounts and upon such trusts, terms and conditions as the Beneficiary by last will may appoint by specific reference to this special power of appointment. Any property not so appointed shall be distributed to the Beneficiary's then living issue, per stirpes, or if none, to the issue then living of the parent of the Beneficiary who was a descendant of mine, per stirpes, or if none, to my then living issue, per stirpes. Article Four Appointment of Fiduciaries ~4 . 1 I appoint my daughter, ADELE M. LANDIS, as Executrix and Trustee of this Will. If ADELE M. LANDIS is unable or unwilling to act or continue to act, for any reason whatsoever, I appoint my daughter, SANDRA L. REID, as successor Executrix and -4- Trustee. All references herein to the "Executrix" shall mean my originally appointed Executrix or my successor Executrix, as the case may be. Article Five Powers of Fiduciaries ~5.1 No fiduciary under this Will shall be required to give bond or other security for the faithful performance of the fiduciary's duties. ~5.2 Any such fiduciary shall have the following powers, in addition to those given by law: ~5.2.1 To invest in, accept and retain any real or personal property, including stock of a corporate fiduciary or its holding company, without restriction to legal investments; ~5.2.2 To sell, exchange, partition or lease for any period of time any real or personal property and to give options therefor for cash or credit, with or without security; ~5. 2.3 To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; ~5.2.4 To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; ~5.2.5 To engage in litigation and compromise, arbitrate or abandon claims; or ~5.2.6 in kind at To make distributions in cash, current values, or partly in -5- each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; ~5. 2.7 To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; ~5.2.8 To disclaim any interest I may have in any estate if the Executrix deems such disclaimer to be in the best interests of my estate and the beneficiaries thereof; ~5.2.9 To terminate any trust created herein, the principal of which is or becomes too small in the Trustee's discretion to make the establishment or continuance of the trust advisable, and to make immediate distribution of the then remaining trust property to the beneficiary then entitled to the income of the trust property or, if there is more than one beneficiary, to the beneficiaries then entitled to the income of the trust property in proportion to their respective interests therein or, if such interests are not defined, in equal shares to such beneficiaries; provided, however, no Trustee shall participate in any decision to terminate such trust if by reason of such termination such trustee could receive a distribution of trust property from such trust as aforesaid. The receipts and releases of the distributee (s) will terminate absolutely the right of all persons who might otherwise have a future interest in the trust, whether vest:d or contingent, without notice to them and ~lthout the nece~~ity of filing ail ~ycount ln any court; and To merge any trust created ~5.2.10 t hereunder with any other trust or trus s created by me, if the terms,of any such trust are then substantially simllar and held for the primary benefit of the same person or persons. each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; s5.2 .7 To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; s5.2.8 To disclaim any interest I may have in any estate if the Executrix deems such disclaimer to be in the best interests of my estate and the beneficiaries thereof; s5.2.9 To terminate any trust created herein, the principal of which is or becomes too small in the Trustee's discretion to make the establishment or continuance of the trust advisable, and to make immediate distribution of the then remaining trust property to the beneficiary then entitled to the income of the trust property or, if there is more than one beneficiary, to the beneficiaries then entitled to the income of the trust property in proportion to their respective interests therein or, if such interests are not defined, in equal shares to such beneficiaries; provided, however, no Trustee shall participate in any decision to terminate such trust if by reason of such termination such trustee could receive a distribution of trust property from such trust as aforesaid. The receipts and releases of the distributee (s) will terminate absolutely the right of all persons who might otherwise have a future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account In any court; and s5.2.10 To merge any trust created hereunder with any other trust or trusts created by me, if the terms of any such trust are then substantially similar and held for the primary benefit of the same person or persons. -6- Article Six provision For Taxes ~6.1 All estate taxes, inheritance taxes, transfer taxes and other taxes of a similar nature payable by reason of my death to any government or subdivision thereof upon or with respect to any property subj ect to any such tax ("Death Taxes "), and any penalties thereon, shall be paid by the Executrix out of the principal of that portion of my estate disposed of by Article Two of this Will, and all interest with respect to any such taxes shall be paid by the Executrix out of the income or principal or partly out of the income and partly out of the principal of such portion of my estate, in the absolute discretion of the Executrix, without reimbursement from or apportionment among the beneficiaries, recipients or owners of such property for any such taxes, penal ties or interest; provided, however, the Executrix shall not pay any such taxes, penalties or interest attributable to any property included in my estate solely because of a power of appointment thereover which I possess but have not exercised. Article Seven provision for Debts and Expenses ~7.1 I direct that any of my legally enforceable debts, any expenses of my last illness, funeral and burial, and any of the administrative expenses of my estate shall be paid from the -7- principal of that portion of my estate disposed of by Article Two of this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;I ~ fH day of J:JEC. , 1994. ~XJ a b1~~ Charles A. Morgan \ (SEAL) Signed, sealed, published and declared by the above named CHARLES A. MORGAN as and for his Last Will, in the presence of us and each of us, who, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. ~~ Residing at ~~ ,/ _~A~ ~L~ Residing at ~(/a ". ~ -8- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CIAJh?J~rlqit (I ss. I, CHARLES A. MORGAN, Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~?b~f2/(f~ Char es A. Morgan Subscribed, sworn to and acknowledged before me by CHARLES A. MORGAN, the Testator, and subscribed and sworn to this / rtf day of j)e..c~~/er ,1994. NO~~ My Commission Expires: (SEAL) ~Sj -9- COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cvr~ 6 er~,,~ ss. We, J e- .;:r; ey /?' Er r'I J L'O and )Pa.l" 6~ r-r:i RE,I'[ / CO r whose names are signed to the attached or foregoing the witnesses, instrument, being first duly qualified according to law do depose and say that we were present and saw the Testator sign and execute the instrument as his Last will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. ~~ ~~,4 ~--uA-~ Sworn or affirmed to and subscribed to before me by ve ffr-~y /-?';.G/-"'l I c CI and ___ J]e::{r~&('r~gEr", lea" this ;1'a. Z/~~ , 1994. ---..----- . . Notai.sJ Seal ;/ Jeannine Petlicrf)l,V rJ....ary D. b" . H. . ,h.. .... '. '" nJ "e amtviJ1Q D3Ur'hin ^~ 'f"" M . .~, ,J... 0u'Jr,\y m!~QIll~mi;'es May 1"1,1997 moor, PennsYlvaniaAsSOdalion of Not3ries -10- c CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Charles A. Morgan Date of Death: June 25.2001 Will No. Admin. No. 21-01-0670 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 July 24, 2001 : Name: Address: Adele M. Landis R.R. 2, Box 653. Elliottsburg. P A 17024 Rebecca A. Hodd clo Sandra L. Reid. 14 Franklin Hills Road. Dillsburg. PA 17019 Sandra L. Reid 14 Franklin Hills Road. Dillsburg. PA 17019 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: July 24, 2001 Signature effrey A. Ernico. Esquire Name 3401 North Front St.. P.O. Box 5950 Harrisburg. PAl 7110-0950 Address (717) 232-5000 Telephone Capacity: _ Personal Representative ~ Counsel for Personal Representative :267076 _1 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INOIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT METTE EVANS & WOODSIDE POBOX 5950 HARRISBURG, PA 17110-0950 u______ fold ESTATE INFORMATION: SSN: 145-05-5951 FILE NUMBER: 21-2001- 0670 DECEDENT NAME: MORGAN CHARLES A DATE OF PAYMENT: 09/18/2001 POSTMARK DATE: 09/17/2001 COUNTY: CUMBERLAND DATE OF DEATH: 06/25/2001 NO. CD 000279 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,000.00 I I I I I I I I TOTAL AMOUNT PAID: $4,000.00 REMARKS: ADELE M LANDIS C/O METTE EVANS & WOODSIDE CHECK# 0107 SEAL INITIALS: DO RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS METTE, EVANS & WOODSIDE .A PROFESSIONAL CORPORATION ATTORNEYS AT LAW HOWELL C. METTE ROBERT MOORE CHARLES B. ZWALLY PETER J. RESSLER LLOYD R. PERSUN CRAIG A. STONE JAMES A. ULSH DANIEL L. SULLIVAN STEVEN D. SNYDER CHRISTOPHER C. CONNER JEFFREY A. ERNICO KATHRYN L. SIMPSON P. DANIEL ALTLAND ANDREW H. DOWLING MICHAEL D. REED PAULAJ. LEICHT GARY J. HElM DAVID A. FITZSIMONS GUY P. BENEVENTANO THOMAS F. SMIDA 3401 NORTH FRONT STREET P.O. BOX 5950 HARRISBURG. PA 17110-0950 TELEPHONE (717) 232-5000 FAX (717) 236.1816 JOHN F. Y ANINEK* VICKY ANN TRIMMER TIMOTHY A. HOY KATHLEEN DOYLE Y ANINEK JAMES M. STRONG JENNIFER A. Y ANKANlCH RANDALL G. HURST* SUSAN D. ANDERSON OF COUNSEL JAMES W. EVANS IRS NO. 23-1985005 'MARYLAND BAR http://www.mette.com September 17, 2001 :Mary C. Lewis Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PAl 7013 RE: Estate of Charles A. Morgan File No. 21-01-0670 11109,1 Dear Ms. Lewis: Enclosed please find a check payable to "Register of Wills, Agent" in the amount of $4,000, representing a prepayment of inheritance tax in the above- referenced estate. Please send a receipt for this payment to my attention in the enclosed envelope. Thank you for your assistance. Very truly yours, C!;~. '( ~oL Lisa J. KnGe Paralegal to Jeffrey A. Ernico LJK! Enclosures cc: Adele M. Landis, Executrix :272216 _I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ERNICO JEFFREY A POBOX 5950 HARRISBURG, PA 17110-0950 ---~---- fold ESTATE INFORMATION: SSN: 145-05-5951 FILE NUMBER: 21-2001- 0670 DECEDENT NAME: MORGAN CHARLES A DATE OF PAYMENT: 01/10/2002 POSTMARK DATE: 01/09/2002 COUNTY: CUMBERLAND DATE OF DEATH: 06/25/2001 NO. CD 000738 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $853.08 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: METTE EVANS & WOODSIDE C.O JEFFREY A ERNICO ESQ CHECK# 01 09 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS $853.08 MARY C. lEWIS REGISTER OF WillS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Charles A. Morgan No. 21-01-0670 also known as Date of Death late of Upper Allen Township, Cumberland County, Pennsylvania, Deceased Social Security No. June 25, 2001 145-05-5951 Personal Representative(s) of the above Estate. deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this Inventory are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Jeffrey A. Ernico, Esquire Personal Representative: Adele M. Landis ~~ll7dtVILh Dated: \ a \ ~G \ 0 \ 1.0. No.: 07981 Address 3401 N. Front Street, P.O. Box 5950 Harrisburg, P A 17110-0950 Telephone: (717) 232-5000 DESCRIPTION VALUE Real Property: NONE Personal Property: AARP GNMA Fund; 165.833 shares @ $15.06 per share AARP Growth and Income Fund; 56.69 shares @ $22.31 per share Members 1 sl Checking Accl. #3112-11 Members1sllnvestment Savings Accl. #3112-05 Members 1 sl Regular Savings Accl. #3112-00 Clothing and miscellaneous items of personal property U.S. Office of Personnel Management, Civil Service Retirement and Disability Fund - lump sum death benefit Internal Revenue Service - estimated refund of 2001 personal income tax Capital Blue Cross/PA Blue Shield - refund TOTAL (Attach Additional Sheets If Necessary) ac: ,-. ..." ~ - (1" :3 ...::: (;'1'" 7': (C 2,497.44 1,264.75 97,911,49 , 12/;34:~53 1,409.34 100.00 2,431.60 2,934.00 3.52 121,286.67 ~ ..,..,:r::::r -..... CD r~:: 2 '- ;:::::. z -- o \J f'."J N Form RW~7 (Dauphin County) ~ Rev_ 9192 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. 281255 METTE, EVANS & WOODSIDE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW HOWELL C. METTE ROBERT MOORE CHARLES B. ZWALLY PETER J. RESSLER LLOYD R. PERSuN CRAIG A. STONE JAMES A. ULSH DANIEL L. SULLIVAN STEVEN D. SNYDER CHRISTOPHER C. CONNER JEFFREY A. ERNICO KATHRYN L. SIMPSON P. DANIEL ALTLAND ANDREW H. DOWLING MICHAEL D. REED PAULAJ. LEICHT GARY J. HElM DAVID A. FITZSIMONS GVY P. BENEVENT ANO THOMAS F. SMIDA 3401 NORTH FRONT STREET P.O. BOX 5950 HARRISBURG. PA 17110-0950 TELEPHONE (717) 232-5000 FAX (717) 236-1816 JOHN F. Y ANINEK* VICKY ANN TRIMMER TIMOTHY A. HOY KATHLEEN DOYLE Y ANINEK JAMES M. STRONG JENNIFER A. Y ANKANICH RANDALL G. HVRST* SUSAN D. ANDERSON OF COUNSEL JAMES W. EVANS IRS NO. 23-1985005 *MARYLANIJ BAR http://www.mette.com January 9,2002 VIA CERTIFIED MAIL RETURN RECEIPT REQUESTED Mary C. Lewis Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013-3387 RE: Estate of Charles A. Morgan File No. 21-01-0670 11109.1 Dear Ms. Lewis: Enclosed please find the following documents: 1. The original and one (1) copy of an Inventory; 2. The original and one (1) copy of an Inheritance Tax Return, along with a cover page of the return; 3. A check payable to "Register of Wills, Agent" in the amount of $853.08 in payment of the inheritance tax owed; 4. A check payable to "Register of Wills" in the amount of $25 in payment of your filing fees; 5. A self-addressed, postage prepaid envelope for return mail. Please file the Inventory and Inheritance Tax Return. Please return a date- stamped copy of the Inventory and cover page of the tax return, along with a receipt for the inheritance tax payment, to my attention in the enclosed envelope. Mary C. Lewis Register of Wills January 9, 2002 Page 2 Thank you for your assistance. Please do not hesitate to call with any questions or concerns. Sincerely, f0\) . ~\ \/ rV\D cL.- ~O....J " l-- Lisa J. Kno e Paralegal to Jeffrey A. Ernico, Esq. Enclosures cc: Ms. Adele M. Landis (wi encs.) :283247 _I c:... REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 1& 01 L/ Y G , - DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 01 0670 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER JVbrgan, Charles A. 145-05-5951 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 06/25/01 02/13/1910 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 8 3. Remainder Return CHECK ~' Original Return ~' Supplemental Return (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (AttachcopyofWill) ~ttach a copy of TnJ$t) BLOCKS 9. Litigation Proceeds Received 10. pousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9t13{Al 1'2.-31-9j and 1-1-95) (Attach Sch 0) !ffl~'~l\i:$j;~,g~_p;AP;Q~~g~mm'ji~IPI!lfjjjA\.iT&tj~ilMj\jjQjj,$ijQQPiim'j;jjil~Il'tl:lf NAME COMPLETE MAILING ADDRESS COR- Jeffrey A. Erni=, Esquire 3401 North Front Street RE- FIRM NAME (If Applicable) P.O. Box 5950 SPON DENT IVette, Evans & W:xxlside Harrisburg , PA 17110-0950 TELEPHONE NUMBER (717) 232-5000 .,...,r =-<s' r<:lOFFIC,~~SE ONLY 1. Real Estate (Schedule A) (1) Jiki, 2. Stocks and Bonds (Schedule B) (2) 3 , 76~'..19 L- "'" 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None z 4. Mortgages & Notes Receivable (Schedule D) (4) None ~ CJ -. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 117,524.48 v 1'.) 6. Jointly Owned Property (Schedule F) ';'),: .:...:. 2., 0 Separate Billing Requested (6) l'6'le N RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) 14,808.67 8. Total Gross Assets (total Lines 1-7) (8) 136,095.34 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 14,639.46 10. Debts of Decedent, Mortgage Liabilities, & Liens(Schedule I) (10) 8,931.29 11. Total Deductions {total Unes9 & 10} (11) 23,570.75 12. Net Value of Estate (Line 8 minus Line 11) (12) 112,524.59 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) Ni:Jne has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 112,524.59 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2} X .0 (15) TAX 16. Amountof Line 14taxableat lineal rate 112,524.59 X.O 45 (16) 5,063.61 - COMPU- 17. Amount ot line 14 taxable at sibling rate 0.00 )( .12 (17) 0.00 TATION 18. Amount of Line 14taxableatcollateral rate 0.00 x.15 (18) 0.00 19. Tax Due (19) 5,063.61 20. 0 l_cKH~!'II!.i!!YQljAl'!~B~ij!$$TI!@AII!WijNPPl!A!iQ~RPi>"YM~i'#A ~~.;~!$$Ull!;;tPAN$W!;,rAu.;,QU($nQN$'9i!1,ll'Ag!$WANoli.!$J::':!i!!,(GK'MA1B%F'/,........ o PA15001 NTF 29755 Copyright 2000 Greatland/Nelco LP- Forms Software Only Estate of: Charles A. M:Jrgan 21-01-0670 SUM'4ARY OF ALIDCATICNS 'TO BENEFICIARIES Taxable at lineal rate Adele M. Landis Sandra L. Reid Rebecca A. Hodd 39,129.25 36,697.67 36,697.67 112,524.59 PA REV-15oo EX (6-00) Page 2 Decedent's Complete Address: STREET ADDRESS Messiah Villaoe 100 Mt. Allen Drive, Box 2015 CITY I STATE I ZIP Mechanic PA 17055 Tax Payments and Credits: ,. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 5,063.61 4,000.00 210.53 Total Credits (A + B + C) (2) 4,210.53 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestJPenalty (D + E) 4. If line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT ~tgX~gX~~!g~+~g~6tt6!:~~~G~~ii6~~~~~~6i~~x~ (3) 0.00 (4) (5) 853.08 (SA) 0.00 (58) 853.08 "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; ........ b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or. . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? ... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of which preparer has any knowledCle. SIGNATU OF PERSON RESPON LE FOR FILING RETURN D TE In Curutm /,;( .;? r., Yes No ~ I ~ ~ o EPRESENTATIVE NOrth Front Street, P.O. Box 5950, Harrisburg, PA 17110-0950 [72 P.S. i9116(a)(1.1)(i)]. For dates of death on or after January 1, 1995, the tax rateis imposed on the net value of transfers to or for the use of the survivin9 spouse is 0%[72 P.S. Ii 9116(a)(1.1)(ii)]. The statute tir,.." nnt .."..mnf 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 youngerat death to orforthe use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. li9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. 19116(1.2) [72 P.S. Ii 9116(a)(1)]. The tax rate imposed on the net value of transfers to or forthe use of the decedent's siblings is 12% [72 P.S. 19116(a)(1.3)]. Asibiing is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood oradoption. o PA15002 NTF 29756 Copyright 2000 Greatland/Nelco lP - Forms Software Only Estate of: Charles A. M:Jrgan 21-01-0670 'TIle following person (s) are signing the return as representative (s) of the estate: Adele M. Landis 575 Kistler Road ElliottsbJrg, PA 17024 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles A. Morgan SCHEDULE B STOCKS & BONDS FILE NUMBER 21-01-0670 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 AARP Investment Program Acct. #0403-899-150-1, GNMA Fund; 165.833 shares at $15.06 per share 2 AARP Investment Program Acct. #0403-899-150-1, Growth and Incare Fund; 56.69 shares at $22.31 per share 2,497.44 1,264.75 7 CPA31 NTF 10905 Copyright Forms Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,762.19 REV-150B EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER ~les A. MOrcrcurr 21-01-0670 Include proceeds of litigation & date proceeds were received by the estate. All DraD. JointlY-owned with rlCht of survlvorshlD must be disclosed on Sch. F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Members 1st ~ Acct. #3112-11 97,782.75 Interest an above item accrued as of decedent's death 128.74 2 Members 1st Investment Savings Acct. #3112-05 12,717.81 Interest an above item accrued as of decedent's death 16.72 3 Members 1st Regular Savings Acct. #3112-00 1,406.69 Interest on above item a=rued as of decedent's death 2.65 4 Clothing and miscellaneous items of personal property 5 Capital Blue Cross/PA Blue Shield - refund 100.00 3.52 6 u.s. Office of Personnel Management, Civil Se:rvice Retirement and Disablity Fund - ltmp sum death benefit payable to Adele M. Landis 2,431.60 7 Internal Revenue Se:rvice - estimated refund of 2001 personal incare tax 2,934.00 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco, Inc. TOTAL (Also enter on tine 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 117,524.48 REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles A. l'brgan SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. 21-01-0670 DESCRIPTION OF PROPERTY %OF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE RELATIONSHIP TO DECD & DATE OF TRANSFER. NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE) 1 :ArlErican Express Cash Managerrent 14,755.94 100% 14,755.94 Acct. #0011-3762-6059-9-002; transfer on death to decedent's children in equal shares Interest on above item accrued as 52.73 of decedent's death TOTAL (Also enter on line 7, Recapitulation) $ 14,808.67 7 CPAOl NTF 10910 Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles A. M:>rqan SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-01-0670 Debts of decedent must be reported on Schedule I. ITEM NO. A. FUNERAL EXPENSES: DESCRIPTION AMOUNT See Schedule attached 'Ibtal fran =tinuation page (s) 7,149.08 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address 0.00 City State Zip Year(s} Commission Paid: 2. Attorney Fees Name: Mette, Evans & W:xxlside 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 7,000.00 0.00 4. Probate Fees 307.00 5. Accou ntant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7 Cl.nnberland Law Jow:nal - advertise estate notice 75.00 8 The Sentinel - advertise estate notice 93.83 9 Members 1st Federal Credit Union - check printing charge 7.75 10 U.S. Postmaster - postage 6.80 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 14,639.46 Estate of: Charles A. JVbrgan SCEEDOLE H, PART A -- Funeral Expenses Item No. Description 1 Myers FUneral HarE, Inc., M=chanicsburg, PA 2 Jennifer Landis - reimbursement for supplies for funeral rreal 3 Sandra Reid - reimbursement for food for funeral rreal 4 Kenneth Landis - reimbursement for food for funeral rreal IDTI\L. (Carry foJ::Ward to main schedule) . . . . . . Page 2 21-01-0670 Arrount 6,715.00 50.00 154.48 229.60 7,149.08 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles A. lVbrqan Include unreimbursed medical excenses. ITEM NO. DESCRIPTION SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21-01-0670 AMOUNT 1 JllEssiah Village - nursing hare services, May and June 2001 8,531. 80 2 Pha:rMerica - rredicine 132.81 3 Verizan - telephone bill 4.54 4 M::1bile X-Ray Imaging, Inc. - rredical bills 5 JllEtte, Evans & Woodside - legal services rendered pre-death 28.65 233.49 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 8,931.29 Copyright Forms Software Only, 1997 Neice, Inc. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Charles A. M::>= No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Adele M. Landis 575 Kistler Road Elliottsburg, PA 17024 2 sandra L. Reid 14 Franklin Hills Road Dillsburg, PA 17019 3 Rebecca A. Hodd c/o sandra L. Reid 14 Franklin Hills Road Dillsburg, PA 17019 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Daughter Daughter 21-01-0670 AMOUNT OR SHARE OF ESTATE 39,129.25 36,697.67 36,697.67 ENTER DOLLAR AMTS. FOR DISTRIBS. 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 None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF CHARLES A. MORGAN I, CHARLES A. MORGAN, of Upper Allen Township, Cumberland County, Pennsylvania, being of sound mind and disposing memory, though I realize the uncertainty of this life, I have full confidence and trust in my Lord and Savior, Jesus Christ, in His death on the cross for my sins and in His shed blood as an Atonement for my Soul; and I know by faith that because of His sacrifice on the cross for me I have eternal life, do hereby make, publish and declare this to be my Last Will and Testament, revoking any and all previous Wills and Codicils, and hereby will and dispose of all the property which I own at my death in the following manner: Article One Tanqible Personal Prooertv ~l.l I bequeath all my tangible personal property, including by way of illustration but not by way of limitation, my household furniture and furnishings, paintings, books, automobiles, jewelry and personal effects, exclusive of any such property used in a trade or business, to my three (3) daughters, ADELE M. LANDIS, REBECCA A. HOOD and SANDRA L. REID ("My Daughters"), who shall survive me, in as nearly equal shares as they may agree. In the event of irreconcilable disagreement among my children, they shall take alternate turns selecting individual items with my oldest child making the first selection. Any items not so selected shall be sold and the proceeds shall pass as a part of my residuary estate. ~1.2 To the extent practicable in the Executrix's sole discretion, I bequeath any policies of insurance on such property to the beneficiary entitled to such property. ~l. 3 I direct that the expenses of storing, packing, shipping, insuring and delivering any such property to the beneficiary entitled thereto shall be paid by the Executrix as an administrative expense of my estate. Article Two Residue ~2.1 I devise and bequeath all the residue of my estate in equal shares to My Daughters, or their issue per stirpes. If any of My Daughters does not survive me, I devise and bequeath the share of such Daughter to her issue living at my death, per stirpes; provided, however. that I give to the Trustee hereinafter named any such share passing hereunder for the benefit of any issue of mine or My Daughters who then shall not have attained the age of twenty-one (21) years, to be held, administered and disposed of in accordance with Article 3 hereof (the "I ssue' s Trust") for the -2- benefit of such issue. If any of My Daughters shall fail to survive me and shall not be survived by issue, her share shall be given to my surviving Daughters or their issue per stirpes, as provided above. Article Three The Issue's Trust 53.1 The Trustee shall hold, manage, invest and reinvest the assets of the Issue's Trust, collect the income thereof and: 53.1.1 While the beneficiary of the Issue's Trust (the "Beneficiary") is under twenty-one (21) years of age, the Trustee shall apply to or for the benefit of the Beneficiary so much of the net income and, if the net income is insufficient, so much of the principal of the Issue's Trust as the Trustee shall from time to time deem necessary or proper for the Beneficiary's health, maintenance, support and complete education, including preparatory, college and graduate education, and professional, vocational or technical training, taking into account other available funds, including the Benef iciary' s assets. The Trustee shall annually accumulate any net income not so distributed and add the same to the principal of the trust property. 53.1.2 After the Beneficiary attains twenty-one (21) years of age, the Trustee shall distribute to or for the benefit of the Beneficiary the net income of the Beneficiary's Trust in quarter-annual installments, or more frequently if the Trustee deems it advisable, and so much of the principal as the Trustee shall from time to time deem necessary or proper for the Beneficiary's health, maintenance, support and complete education, including college and graduate education, and professional, vocational or technical training, and to assist the Beneficiary with reasonable wedding -3- expenses, in the purchase of a principal residence or in the establishment of a profession or business considered a good risk by the Trustee, taking into account other available funds, including the Beneficiary's assets. ~3.1.3 At any time after the Beneficiary attains twenty-one (21) years of age, the Beneficiary may withdraw any or all of the principal of the Issue's Trust. ~3 .1.4 If the Beneficiary dies before the complete termination of the Issue's Trust, the Trustee shall distribute the property then held in trust to such persons or corporations (including the Beneficiary's estate), in such amounts and upon such trusts, terms and conditions as the Beneficiary by last will may appoint by specific reference to this general power of appointment; provided, however, any portion of the trust property not subject to the Beneficiary's power of withdrawal immediately prior to the Beneficiary's death may only be appointed to one or more of the Beneficiary's issue, in such amounts and upon such trusts, terms and conditions as the Beneficiary by last Will may appoint by specific reference to this special power of appointment. Any property not so appointed shall be distributed to the Beneficiary's then living issue, per stirpes, or if none, to the issue then living of the parent of the Beneficiary who was a descendant of mine, per stirpes, or if none, to my then living issue, per stirpes. Article Four Appointment of Fiduciaries ~4.1 I appoint my daughter, ADELE M. LANDIS, as Executrix and Trustee of this Will. If ADELE M. LANDIS is unable or unwilling to act or continue to act, for any reason whatsoever, I appoint my daughter, SANDRA L. REID, as successor Executrix and -4- Trustee. All references herein to the "Executrix" shall mean my originally appointed Executrix or my successor Executrix, as the case may be. Article Five Powers of Fiduciaries ~5.1 No fiduciary under this will shall be required to give bond or other security for the faithful performance of the fiduciary's duties. ~5.2 Any such fiduciary shall have the following powers, in addition to those given by law: ~5.2.1 To invest in, accept and retain any real or personal property, including stock of a corporate fiduciary or its holding company, without restriction to legal investments; ~5.2.2 To sell, exchange, partition or lease for any period of time any real or personal property and to give options therefor for cash or credit, with or without security; ~5. 2.3 To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; ~5.2.4 To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; ~5.2.5 compromise, To engage in litigation arbitrate or abandon claims; and or ~5.2.6 in kind at To make distributions in cash, current values, or partly in -5- each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; 55.2.7 To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; 55.2.8 To disclaim any interest I may have in any estate if the Executrix deems such disclaimer to be in the best interests of my estate and the beneficiaries thereof; 55.2.9 To terminate any trust created herein, the principal of which is or becomes too small in the Trustee's discretion to make the establishment or continuance of the trust advisable, and to make immediate distribution of the then remaining trust property to the beneficiary then entitled to the income of the trust property or, if there is more than one beneficiary, to the beneficiaries then entitled to the income of the trust property in proportion to their respective interests therein or, if such interests are not defined, in equal shares to such beneficiaries; provided, however, no Trustee shall participate in any decision to terminate such trust if by reason of such termination such trustee could receive a distribution of trust property from such trust as aforesaid. The receipts and releases of the distributee (s) will terminate absolutely the right of all persons who might otherwise have a future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account in any court; and 55.2.10 To merge any trust created hereunder with any other trust or trusts created by me, if the terms of any such trust are then substantially similar and held for the primary benefit of the same person or persons. -6- Article six Provision For Taxes 56.1 All estate taxes, inheritance taxes, transfer taxes and other taxes of a similar nature payable by reason of my death to any government or subdivision thereof upon or with respect to any property subject to any such tax ("Death Taxes"), and any penalties thereon, shall be paid by the Executrix out of the principal of that portion of my estate disposed of by Article Two of this Will, and all interest with respect to any such taxes shall be paid by the Executrix out of the income or principal or partly out of the income and partly out of the principal of such portion of my estate, in the absolute discretion of the Executrix, without reimbursement from or apportionment among the beneficiaries, recipients or owners of such property for any such taxes, penalties or interest; provided, however, the Executrix shall not pay any such taxes, penalties or interest attributable to any property included in my estate solely because of a power of appointment thereover which I possess but have not exercised. Article Seven Provision for Debts and Expenses 57.1 I direct that any of my legally enforceable debts, any expenses of my last illness, funeral and burial, and any of the administrative expenses of my estate shall be paid from the -7- principal of that portion of my estate disposed of by Article Two of this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;! ~ rN day of JJtfc. , 1994. ~tVl (] ~ClM Charles A. Mo;gEln d \ (SEAL) Signed, sealed, published and declared by the above named CHARLES A. MORGAN as and for his Last Will, in the presence of us and each of us, who, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. p::~-= Rooidiog.c ~/~$ /' ~,~ A t:A<A~) - Residing at _~dJ ......-,../ _ f1a - 8- COMMONWEALTH OF PENNSYLVANIA COUNTY OF c.."",Je.r/"," ,J SS. I, CHARLES A. MORGAN, Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~ tb.J/1.~ "" Char es A. Morgan Subscribed, sworn to and acknowledged before me by CHARLES A. MORGAN, the Testator, and subscribed and sworn to pe.cc,n;/er ~ No~ ru~Ll.. ..... . .. .... this "''' / Y - day of , 1994. My Commission Expires: (SEAL) ~ W ""*"'" -"'""Q ....... ___ -";'r~'; .... '"'- -9- COMMONWEALTH OF PENNSYLVANIA c;" '"' d er/"wc/ ss. COUNTY OF We, Je-. .{l;ey/f?Er'1 )CD and ffa..r,6<{ r-z:< .J?E.>z -'Co ,/ whose names are signed to the attached or foregoing the witnesses, instrument, being first duly qualified according to law do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. ~~---- ~.J>-d A A ~ 4 t:.df~ A Sworn or affirmed to and subscribed to before me by .Je ffr-Cy~G/-..,/ <'01 , . - ,LA and j]~r..Jqr",g'c-r" Ica this 19- day Vece 1994. ( EA ) tr. --,~~t;;;S':-I-----'---l J.'.'n c'. I ~~- .nrrt') r-'F'I''''r,7\l'' 'I,... ~ . 'I' "'--. "'i,'",...::IYI-I'j,,,',... , il:I:Gb~lr..:.: !lJ.U.\~"n""" "".,. . M, ;.....: :-'_' .....-"'\~~rJ!;,.y ErnlC ~l"rlf~Y1:.:'H~~. ;';J::e3i\f;:::\"~7, -I':;V I ember p --.-.- ' , enol!;yJvanlC:! f\::iS0.J2/jDIl -a! (,~~--.J . ,voc:..r.c,;; -10- MRP Investment Program ~ ';"';'scuDDERINliESTMENTs P.O. Box 219735 1-800-253-2277 Kansas City MO 64121-9735 aarp.scudder.com July 27,2001 Mette Evans & Woodside C/O Lisa Knode 3401 North Front Street PO Box 5950 Harrisburg PA 17110-0950 Inquiry #: Fund: Account #: 20204438 Growth & Income-Class AARP 00403899150 Dear Lisa Knode: We are writing in response to your request for information regarding the value of the Charles A. Morgan account(s). The information given is only for the date you requested, June 25, 2001: FUND NAME(S) NUMBER OF SHARES 56.690 SHARE PRICE $22.3100 ACCOUNT BALANCE $1,264.75 Growth and Income Fund GNMA Fund 165.833 $15.06 $2,497.44 We understand that it can be difficult to settle financial matters when you experience a loss. If you have any questions, please call us toll free at 1-800-253-2277, Monday through Friday from 8:00 a.m. to 8:00 p.m., Eastern Time. We will be happy to assist you. Sincerely, Bridgette L Nelson Service Specialist I The AARP Funds' underwriter is Scudder Investor Services, Inc. AUG-10-01 09:01 AM MEMBERS1ST Feu INS. DEPT 7177955178 l\1f etnbersl.i" nbtRAL CRBDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Totn! Principal and Accrued Interest Name of loint Owner 3112 -00 10/1211954 $1,406.69 $2,65 $1,409.34 None CHECKING ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 3112 -II 01102/1980 $97,782.75 $128.74 $97,911.49 None INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Dale of Death Accrued Interest to Dale of Death Total Principal and Accrued Interest Name of Joim Owner 3112 -OS 10/18/1994 $12,717.81 $16.72 $12,734.53 None P.02 INSURANCE DEPARTMENT 5000 LOUISE DRIVE P. O. BOX 40 MECHANICSBURO. PA 17055 I -800-253.2328 or (717) 697.1161 .,,"~S]~DIT UNIDN W7(d(' C Denise A. Anders Insurance Products Supervisor August 10, 200 I Estate of: CHARLES A. MORGAN Date of Death: 06/25/2001 Social Security Number; 145-05-5951 ... IV vrCI'I. lr~;::,t:.hl r-ll'llucK ANU\.,.AHl:t-ULI..Y SLIDE UNDEfllHll:;> E.DG&. .... U.S. Office of Personnel MllInagement R~tirement Programs Retirement Operations Center Boye,rs, PA 16017 OFFICIAL BUSINESS PENALTY FOR PRIVATE use, $100 FORWARDING SERVICE REQUESTED ADELE M LANDIS RR#2 BOX 653 ELLIOTTSBURG PA 17024 \ (o"..=';\("~ o 00' Iii 0, i iOI ; ; i o/li JO, ,0; 10 ,0; JlIlllhll ll11uddliiid, ulHlll!iI ; Jill d;;; JI! I! I FINAL STATEMENT OF LUMP SUM DEATH BENEFIT PAYMENT You are entitled to a Jump sum payment because of the death of a former employee. This payment, shown in Block 5, covers only benefits due from the Civil Service Retirement and Disability Fund and consists of any unused contributions the former employee made to the Fund or any accrued annuity payable at the time of his or her death. or the Basic Employee Death Benefit paYC/ible to a surviving spouse under the Federal Employees Retirement System. 1. Name at Deceased Federal Employee 2. Claim Number 3. Otlte at Birth 4. Date MORGAN CHARLES A CSF 2683162 02/13/10 08/29/01 5. You Will Receive a Lump Sum Payment For 6. To Be Sent By 7. Interest (Included ill Item 5) a. Tax Withheld $ 2431060 09/13/01 $ NONE $ NONE 9. Remarks !BY See reverse side for important informationo ~, 2$'11 (R25Hl)l 0.41101Q' @ August 1,2001 Joseph L Baird, CPA Financial Advisor Mette, Evans, & Woodside 3401 North Front Street P.O. Box 5950 Harrisburg, PA 17110-0950 Attn: Jeffrey A. Ernico American Express Financial Advisors Inc. IDS Life Insurance Company Suite 200 405 East Chocolate Avenue Hershey. PA 17033 Bus: 717.533.4070 Fax: 717.520.9200 Bus: 888.739.8834 jbaird@epix.net Re: Estate of Charles A. Morgan SS#145-05-5951 DOD: OS/25/2001 Dear Mr. Ernico: Below please find the information you requested regarding Mr. Charles A. Morgan's accounts. The principal date of death value for his non-qualified Cash Management TOD account 0011 376260599002 is $14,755.94. The gross value, which includes all accrued dividends, is $14,808.67. This account was opened on July 25, 2000. No transactions took place on this account since its inception. This account is solely in his ownership and names his living, lawful children, Adele M. Landis, Rebecca A Hodd, and Sandra 1. Reid, as the primary beneficiaries, in equal shares, 100%. On July 25, 2000, a full exchange out for $14,091.65 from his High Yield Tax- Exempt Fund, account 0011 576260597002, took place. The proceeds from this transaction were transferred to the Cash Management account indicated above. As an additional note, on July 20, 2001, Estate Settlement paper work was sent to all three beneficiaries noted above. If you have any further questions or require any additional information, please feel free to contact us. Thank you for your attention to this matter. .si2re2- ~~ ~~ Jos ph 1. Baird, CPA Personal Financial Advisor American Express Financial Advisors Inc. Member NASD. An AEFA associated financial advisor franchise. Insurance and annuities are issued by IDS life Insurance Company, an American Express company. American Express Company is separate from American Express Financial Advisors Inc. and is not a broker-dealer. Myers Funeral Home, Inc. 37 East Main Street Mechanicsburg, Pa. 17055 Boyd L. Myers Jr., Supervisor (717) 766-3421 A STANDARD OF EXCELLENCE SINCE 1910 ttt !/3 maUl ,I t I tf (})ucfu -;1-/. o9v July 11, 2001 Mrs. Adele M. Landis RR#2 Box 653 Elliotsburg, PA 17024 Dear Mrs. Landis, You have the right to pay the entire amount due at any time to avoid future interest charges. Services for: Charles A. Morgan BALANCE Payment Received $6,715.00 07/11101 BALANCE AFTER PAYMENT I nterest Added Late Charge Added NEW BALANCE PAYMENT AMOUNT DUE DATE PAYMENT DUE MONTHS REMAINING $6,715.00 ~l,t4 $6,715.00 Jul 26, 2001 1 Credits Granted: $1,365.0 Package Price Discount Interest at the rate of 1 % per month ( 12 % per annum) will be added to balance after 30 days. (A late payment fee of $20.00 will be assessed if not paid by the due date) .. Det~ch and return this. onrtiOI1.with vour t'"I~"rT1Qnt OLlSERTY CHECK HERE IF TAX DEDUCTIBLE ITEM - 0 , i I ESTA'JI:E OF CHARLES MORGAN Date f1u~ tJ3.c;{CC/ 096 60-8224/2313 8AL. /J? ~f~t4 -!u-VLrd.. / ~J()t~ -Ju fl" ~;CK tel/S:O '-' de) ~lllJl[.)tM tJ,kL?-<./ /L~rtud./~;I ~;vt4,li% -<-- Membersl'" I ~~. FEDERAL CREDIT UNION /:' F'.O.8004O Mec:nanicsburg,PA17055 -4- ,. f (iA."", /It;.,,,j".i,. t: . ,tlL'1R{ / 1/.<--1 C 1,.--,",,; tOf fh'- .: 2:l ~:lB 2 21. ~I: 009 b../'" 2Hi 21]clO :i,:Hlil'l, I. :.! _ .~ .~i",,0...~. Y:," ti't ,...f't T !--, ~ C \"'^ ~'Jf\' {'J,.J,.-r")y, ...,,' h_~.)"~&~"rTt-.' . . f' .-;:.~i'< 1<_~_.\ '~'-fH., lit". ... .. ,..}.. .' :s:f) 't,''j;-t:_ ,i. '. . to' )~.\~......- ...;.... (.. -.) - '.~ ,~ r' (, r- ~ , ... 6 ~. /" . NON NEGOTIABLE @l 20% post-consumer material o_r....o MESSIAH VILLAGE STATEMENT 100 Mt. Allen Drive P.O. Box 2015 Mechanicsburg, PA 170552015 f717) 697-4666 Resident Number Date 000019604 07/31/2001 Page Amount Due 1 8,531.80 Resident: CHARLES MORGAN Discharge Date 06/25/2001 B I ADELE LANDIS L BOX 74 E L R.R. # 2 T ELLIOTSBURG, PA 17024 o Date Description Beginning Balance Current Past Due 31-60 Days 0.00 1% FIN Charges Credits Total 8,531.80 OLIB€AT'f CHECK HERE IF TAX DEDUCTIBLE ITEM. 0 ESTATE OF CI~LES MORGAN /,;'; '1 .' r < v....(.. Lf. C''-J j 60-8224/2313 Date :Je( I 097 I I BAL / L / ' FWD / /,~ /Lit- {,fiJCI jG i:~~CK C ~/iJ Ar ~f/){I/lI(UILV / ~!Idl.;((}kr f}/4f: ti, rj )~" ( Members]sr FEDERAL CREDIT UNION PO 90040 ."/V" 01/;1..1 t.4ectgnh:sbur-g PA 17055 VL:L-' 0 I , fSI j'l, , fL-W(-f l.JLtl ( Itti;rfl/t, ftu... 'I J 1:2:1~:I822"~I:OOq? n'cj,;:,2U8U:!tLl::l,I'1,4 """2/ "(' J::::'~~ . ,J .- /1 BAL. FWD. , ,"L~ ' ..,.., ,..' .. ~ ' (f..~- tl.~......;."'.fr"'j:~ '\':~'\A=-'\ .!".'t"'lr."!:~ ifr... : ,; Gor, 'r-\-<.$>,'\',l-" ":J'l:~,,~>:-':;1X;A'.,_. '~JJ~ .\fi _~_~ ' ;Tr .~" t..~ ~~ ": -(!'.'~ :{;I)~.. NON NEGOTIABLE @ 20% post-consumer material ~J1~ ~~l> 1Ill \J ~ ~ '~. \.. ~W~~) ~~;~~ rt' Co'./I ~-- I "".....". --- --- ~.. 61-90 Days CHARLES ORGAN 91-120 Days Over 120 3,729.00 4,802.80 0.00 8,531.80 Statement End Date: 07/31/2001 ~...-t. J . /(g-;2Y<f-t BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D6Dl HARRISBURG, PA 171Z8-D6Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISE"ENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESS"ENT OF TAX RecO' '1, Ref DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-26-2002 MORGAN 06-25-2001 21 01-0670 CUMBERLAND 101 JEFFREY A ERNICO METTE ET AL PO BOX 5950 HBG ESQ '02 MAR-1 1\11 :22 c,* REY-15~7 EX iFP (01-021 CHARLES A C;,er(--. Allount Rellitted PA a:flll'JtJk;iL 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=is4-j-EX-AFP-foY:02Y-NOYicE--OF-YriHEifiiiNCE-YAX-"AppiiAisEifENT~--ALi-oWAtiCE-oii----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORGAN CHARLES A FILE NO. 21 01-0670 ACN 101 DATE 02-26-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. AlIOUnt of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 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. "ortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/"isc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) .00 3,762.19 .00 .00 117.524.48 .00 14.808.67 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/"isc. Expenses (Schedule H) 10. Debts/"ortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 14.639.46 8.931.29 UU (2) (3) (4) NOTE: .00 112.524.59 .00 .00 X 00 = X 045 = X 12 = X 15 = NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax pay..ent. 136.095.34 23.570.75 112.524.59 .00 112.524.59 (9)= .00 5.063.61 .00 .00 5.063.61 TAX CREDITS: - .. ..-..... . "....... (+J A"OUNT PAID DATE NUtlBER INTEREST/PEN PAID (-) 09-17-2001 CDOO0279 210.53 4.000.00 PAYMENT MUST BE MADE BY 03-25-2002*. TOTAL TAX CREDIT 4.210.53 BALANCE OF TAX DUE 853.08 INTEREST AND PEN. .00 TOTAL DUE 853.08 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR). YOU "AY BE DUE A D~~lmD. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.) J 1_;;.9'~ b BUREAU OF IN'I~DUAL TAXES- INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT u,* Rev' Re: REY-iU7 EX iFP CDi-DU .02 1iAR-1 1\11 '21 nil. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-25-2002 MORGAN 06-25-2001 21 01-0670 CUMBERLAND 101 Allount Rellitted CHARLES A JEFFREY A ERNICO METTE ETAL PO BOX 5950 HBG ESQ C:t:,"i< Cwnc\.c PA 17110 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax pay.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i6'ifj-ixAFP-((ff.:02Y------..ii-iNifERiYANC'E-ii3f-STATEME-tii-oF'-iccouiff--iii.--------------------- E;TATE OF MORGAN CHARLES A FILE NO. 21 01-0670 ACN 101 DATE 02-25-2002 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 1 THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-26-2002 PR I NC I PAL TAX DUE: .......................................-............................................................................................................................................................................. 5.063.61 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-17-2001 CDOO0279 210.53 4.000.00 01-09-2002 CDOO0738 .00 853.08 - TOTAL TAX CREDIT 5.063.61 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 If SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ. uo ..... -- _u_ . ""'","..n ..11::11:: D~U~RSJ;: SIDE OF THIS FORM FOR INSTRUCTIONS. J PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF THE ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION. ~ 1/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Charles A. Morgan Date of Death: June 25, 2001 Will No. Admin. No. 21-01-0670 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..lL 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 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 Clerk of the Orphans' Court and ma be attached to this report. Date: August aD. 2002 "'..., Jeffrev A. Ernico, ESQ., I.D. #07981 Name (Please type or print) -.,J 3401 North Front Street, P.O. Box 5950 Address Harrisburg. P A 17110-0950 (717) 232-5000 Telephone Capacity: _ Personal Representative 302448 --X- Counsel for Personal Represen tative