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Home My WebLink About01-0940 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Marie K. Morgan also known as Marie Louise Morgan 21-01-940 No. , Deceased Social Security No. 199-07-2490 Nancy Jean Peer Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW) [K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix the Decedent, dated 10/29/1996 and codicil(s) dated None none named in the last Will of 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: none o B. Grant of Letters of Administration (c.I.a.; d.b.n.c.l.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 7 Karen Court, East Pennsboro, Camp Hill, PA 17011 (list street, number, and municipality) Decedent,then~yearsofage,died 09/29/2001 at Harrisburg Hospital, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in PAl Personal property in Pennsylvania (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania 40,000.00 $ $ $ $ situated as follows: none 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 a riate form to the undersi ned: eltllA- f ~/V Nancy Jean Peer 7 Karen Court, Cam Hill, PA 17011 /p-/r:3- /0 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumber land 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed -1J~$e$~~ f~ before me this ~day of OCTOBER , 2001 -- ~//r~""'~/IV~""o/ For the. eglst!:'r r No. 21-01-940 Estate of Marie K. Morgan Deceased Social Security No: 199 - 07 - 2490 Date of Death: 09/29/2001 AND NOW, OCTOBER 12, 2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [!] Testamentary 0 Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Nancy Jean Peer in the above estate and that the instrument(s) dated 10/29/1996 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters. $ Short Certificate(s). $ Renunciation. $ Affidavits ( $ Extra Pages ( ) . $ Codicil $ JCP Fee. $ Inventory. $ Other $ TOTAL. $ 70.00 '>7'1' (J 7u~d~f~~ /4 <<"7 p~ Attorney: hn E. S 1 ike 15.00 I.D. No: Saidis, Shuff, Flower & Lindsay 2109 Market Street 9.00 Address: Camp Hill, PA 17011 5.00 Telephone: 717/73 7 - 3405 99.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, inc. Form RW-1 (1991) SAlOIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA 21-01-940 LAST WILL AND TESTAMENT OF MARIE K. MORGAN I, MARIE K. MORGAN of Hampden Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I bequeath all of my tangible personal property, not including cash and securities, unto my daughter, Nancy Jean Peer. III - I devise my house known and numbered as 36 South 39th Street, Camp Hill, to my daughter, Nancy Jean Peer. IV - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate as follows: A. I bequeath one-fourth of said residue or $25,000, whichever is less, unto my grandson, Christopher M. Peer. B. I bequeath the remalnlng three-fourths of said residue unto my daughter, Nancy Jean Peer, or if she is deceased, to my grandson, Christopher M. Peer. tn \-<~, ty\ Page 1 SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill. PA v - Should I die without issue surviving me, then I direct that the residue of my estate be distributed to my son-in- law, Clifford Peer. VI - I appoint Nancy Jean Peer, or if she is deceased, Clifford Peer, guardian of the estate of my grandson, Christopher M. Peer, and direct that any funds payable to him be placed in a savings account, certificate of deposit, or other similar invest- ment until he attains the age of 18, at which time said guardian shall have the right to withdraw the income or principal for the educational expenses of my grandson, and that the funds continue to be so invested and used until he attains the age of 21, at which time the balance then remaining shall be paid to him absolutely. VII - I appoint my daughter, Nancy Jean Peer, Executrix of this, my Last Will and Testament. Should my said daughter fail to qualify or cease to act as such, then I appoint Farmers Trust Company to act in this capacity. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on ~ q if:: day of this, the {J~~ , 1996. h'\:~k. 1'<\ CnJLc;0-N\. Marie K. Mor~n (SEAL) Page 2 SAIDIS, GUIDO, SHUFF & MAS LAND 2109 Market Street Camp Hill. PA , ! Signed, sealed, published and declared by MARIE K. MORGAN, Testatrix therein named, on this and two (2) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. [~ ~ 13> {tL r1 II"" ;0 . ~ ti. . Addre ' --p~ Address Page 3 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. <IN\c~ \...(. h\~~JL~ Testatrix '. Subscribed, sworn to and acknowledged before me by the testatrix, and s~cribed and s~r~t9~before me by both wit- nesses, this 0<9' day of (J/ e ~~/cJ , 1996. SAIDIS, GUIDO, SHUFF & MASLAND 2109 Macket Street Camp Hill. PA /~~, ~~ NOTARIAL SEAL . ...'1', THELMA S. McCAUSLIN, Notary Public Camp Hill, Cumberland County My Commission Expires July 3, 2000 ~."~._-,,,,,,,,,,"..~,-....-._....--' .~, - I::::. ---- REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Marie Louise Morgan Date of Death: September 29,2001 Will No. 21-01-0940 Admin. No. 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 October ,2001. Name Address Nancy Jean Peer 7 Karen Court, Camp Hill, P A 17011 Christopher M. Peer c/o Nancy Jean Peer, 7 Karen Court, Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: /6 /.,21/ 6 I , ~7~ ?~ :th'h E. Slike, Es-quire iii 09 Market Street ( Camp Hill, P A 17011 (717) 737-3405 Capacity: _ Personal Representative ~ Counsel for Personal Representati ve ., " ~ ...... a::: ...... o WI-/'-.. Wa:::..... Q:J<( ZOo. 1jO:j 'z- >-WJ: Oa:::Q z<(~ <(~<( Z/'-..O I \ ~ , r I i ; ( , " \ 1 10) ~;'- i..__.,/ 4 - O.f d>.~ <::?: ".+.., \..~:I ~;, -8" I~) LU CI) ::J o .J: I- c:r ::J o U >- I- ~5(Y) :::!0C; SU" ..... U.Q<( 020.. c:r~LU LUc:r-J I-LUCI) Cl)co- C)~ci LU::J<( c:rUU - - _. - ~" (} ~'I (Il I") f..;r -to f"~ ... (} I" ... r-- ...... ~ 'r:~.';rt l"- N t..:l o ...... p 'u . 1) "~ E \l) -. 1'jo LAW OFFICES JAMES D. FLOWER JOHN E. SLIKE ROBERT C. SAlOIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROLJ. LINDSAY JOHNNA J. KOPECKY KARL M. LEDEBOHM JOSEPH L. HITCHINGS THOMAS E. FLOWER SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EM AIL: attorney@ssfl-Iaw.com www.ssfl-Iaw.com CARLISLE OFFICE: 26 W. HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL January 15,2002 Register of Wills Cumberland County Courthouse Carlisle, P A 17013 Re: The Estate of Marie K. Morgan File No. 21-01-0940 Dear Ladies: Enclosed please find an original and two copies of an inheritance tax return to be filed in the above estate. Also enclosed is a check for the filing fee. A check for the tax due at discount should have been received by your office around December 29th. Please return a time-stamped copy of the return in the envelope provided. Very truly yours, SAIDIS, SHUFF, FLOWER & LINDSAY JJd(2/'/ Shelby L. JiJling, Estate Paralegal Isly Enclosures COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT PEER NANCY JEAN 7 KAREN COURT CAMP HILL, PA 17011 _un___ fold ESTATE INFORMATION: SSN: 199-07-2490 FILE NUMBER: 21-2001- 0940 DECEDENT NAME: MORGAN MARIE K DATE OF PAYMENT: 12/27/2001 POSTMARK DATE: 12/2& 2001 COUNTY: CUMBERLAND DATE OF DEATH: 09/29/2001 NO. CD 000701 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,144.86 I I I I I I I I TOTAL AMOUNT PAID: $2,144.86 REMARKS: NANCY JEAN PEER CHECK#106 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX + (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T C o M P T U A T X A T I o N o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Mor an Marie K. DATE OF DEATH (MM-DD-YEAR) 1'/ FILE NUMBER COUNTY CODE ~ OFFICIAL USE ONLY /3 - /0 21-01-0940 YEAR NUMBER SOCIAL SECURITY NUMBER 199-07-2490 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 3. (date of death . Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes (Attach copy of Trust) Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(A) (date of death between 12-31-91 and 1-1-95) (Attach Sch 0) THISSECTION,M\JSTBE eOMPt.ETED~ All. CQRReSPONDENeE & CoNFIDENTIAL T.\x'....oRMATIONSHOlILPBEP'F{ECTEDTO: NAME COMPLETE MAILING ADDRESS 1. Original Return 4. Limited Estate X 6. Decedent Died Testate 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust 0 None 27 ,006~Q-. Nan~! 3 ,,' u Ndfte 29,561.'37 None No~ j. 6,057.53 338.39 x X X X .0 0 .0 45 .12 .15 DATE OF BIRTH (MM-DD- YEAR) 09/29/2001 11/29/1913 IF APPLICABLE) SURVIVING SPOUSE'S NAME LAST, FIRST, AND MIDDLE INITIAL (Attach copy of Will) D 9. Litigation Proceeds Received 010. John E. Slike FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsa TELEPHONE NUMBER 2109 Market Street Camp Hill, PA 17011 71 737-3405 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or U 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (1) (2) (3) R E C A P I T U L A T I o N (4) (5) OFFICIAL USE ONLY d N :tl ~~ (6) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)( 1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 50,172.31 C- :;:t::> Z --- -J ---.-, v '...0 ~ (8) 56,568.23 ( 11) (12) (13) 6,395.92 50,172.31 (14) 50,172.31 (15) (16) (17) (18) (19) 0.00 2,257.75 0.00 0.00 2,257.75 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) . Decedent's Complete Address: STREET ADDRESS 7 Karen Court CITY I STATE I ZIP Carnp Hill PA 17011 Tax Payments and Credits: ,. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 2,257.75 Total Credits ( A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page t 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. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT !i,III!m:~t~~g~~~!g~~~~::~~tt~W~~~!~~~~~~:~~I~y:~t~dll!~11~~:II,,~I,,:~~:$~~II~~~~8~i~I~~~~L8id~!~W::i t. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . ~ ~~x 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? . . . . . . .. ......... ...... 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? . . . . . . . . . . . . . . . . 0 []] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 2,257.75 0.00 2,257.75 Under penalties of perjury, I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Nancy Jean Peer 7 Karen Court ----------------------------------------------------- Carnp Hill, PA 17011 Saidis, Shuff, Flower & Lindsay 2109 Market Street ----------------------------------------------------- Carn Hill, PA 17011 DATE f:;-/J J- SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Y'\ ~'r J:"'''- fWL SIGNATURE OF PREPARE OTHER THAN REPRESENT ATlVE "\ \ \ DATE i /I'''J - / t: ~ For dates of on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (il]. 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. 9116 (a) (1.1) Oi)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and 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 net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116( 1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX 1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, inc. Form REV-1500 EX (Rev. 6-00) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Marie K. Morgan SSiI 199-07-2490 09/29/2001 21-01-0940 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 AIM Charter Fund ClA, 2,668.662 shares 10.12 27,006.86 (see attached) TOTAL (Also enter on line 2, Recapitulation) 27,006.86 (It more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV-1508EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Marie K. Morgan ssg 199-07-2490 09/29/2001 21-01-0940 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 M&T Bank, checking acct. #2670006648 VALUE AT DATE OF DEATH 27,291.37 2 Dist. check from AIM account 1,000.00 3 Insurance payment, nursing home policy 320.00 4 Insurance payment, nursing home policy 950.00 TOTAL (Also enter on line 5, Recapitulation) $ 29,561.37 (If more space is needed, insert additional sheets of the same size) COPYri9ht (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-151'1 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Marie K. Morgan SSil 199-07 -2490 09/29/2001 FILE NUMBER 21-01-0940 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees Saidis, Shuff, Flower & Lindsay Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Nancy Jean Peer Street Address 7 Karen Ct. City Camp Hill State PA Zip 17011 Relationship of Claimant to Decedent daughter 2,250.00 3,500.00 4. Probate Fees Register of Wills 99.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs Cumberland Law Journal, estate notice The Patriot News, estate notice Filing fee for tax return 75.00 118.53 15.00 TOTAL (Also enter on line 9, Recapitulation) $ 6,057.53 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marie K. Morgan SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSiJ 199-07-2490 09/29/2001 FILE NUMBER 21-01-0940 Include un reimbursed medical expenses. ITEM NUMBER 1 2 DESCRIPTION AMOUNT 178.39 160.00 Pharamerica, medical bill Internists of Central PA, medical bill TOTAL (Also enter on line 10, Recapitulation) $ 338.39 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIAR IES ESTATE OF MarIe K Morgan SS# 199-07-2490 09/29/2001 FILE NUMBER 21-01-0940 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Nancy Jean Peer 7 Karen Ct. Camp Hill, PA 17011 daughter 3/4 of residue 2 Christopher Peer 7 Karen Ct. Camp Hill, PA 17011 grandson 1/4 of residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) m1M&rBank NOV - 9 2001 November 5, 200 1 RE: Estate Search The Estate of: Date of Death (D.O.D.) MARIE K MORGAN 9/29/2001 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $27,291.37 $.00 CHK 2670006648 MARIE K MORGAN 4350 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description No Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORA nON BY: '6.~ ~ ( f.{ A... .A.N2 Authorized Signature ~A~J'Y^- DATE: II(<;:/Oj Manufacturers and Traders Trust Company · 1100 Wehrle Drive, P.O. Box 767, Buffalo, NY 14240-0767 II AIM CHARTER FUND- CLASS A (010) ACCOUNr #3809092905 ,\i!ll'r.I'!I1il'er-sdf} TRANSACTION SUMMARY STATEMENT DATE: OCTOBER 02, 2001 MARIE K MORGAN 7 KAREN CT CAMP HILL PA 17011-0000 T.H.E. FINANCIAL GROUP LTD 1 KACEY COURT STE 201 MECHANICSBURG PA 17055 For more account information, please visit us online at www.aimfunds.com. or call Client Services at 800-457-{)630. FRANK KREYSAR 032550 000009999 000000153 Branch Phone # 717-766-4551 , :.' DOLLAR '':'.;AMOUNr ' SHARETBANSACTIO PIDCE ',;:: SHARES' ;.,', :':.0, _,,'::/ ,.:,:,>'_'" ..... ,'0',:,,_,', .';::':, ,.'.:..._,......:.::: :': ." . ...." .,,". ....:.... . ....,...,....... ... : - .. ......... ..... .... . ..... ... -". ,- -, -- . lNDNIDfJAL ACCOUNTTRANSACTIONJ 01/26/01 01/26/01 Withdrawal $ -700.00 $ 15.53 -45.074 3,299.508 02/28/01 02/28/01 Withdrawal $ -700.00 $ 13.28 -52.711 3,246.797 03/28/01 03/28/01 Withdrawal $ -1,000.00 $ 11.84 -84.459 3,162.338 = 04/27/01 04/27/01 Withdrawal $ -1.000.00 $ 13.23 -75.586 3,086.752 _ OS/25/01 OS/25/01 Withdrawal $ -1,000.00 $ 13.56 -73.746 3,013.006 = 06/28/01 06/28/01 Withdrawal $ -1,000.00 $ 12.87 -77.700 2.935.306 = 07/27/01 07/27/01 Withdrawal $ -1,000.00 $ 12.30 -81.301 2,854.005 - 08/28/01 08/28/01 Withdrawal $ -1,000.00 $ 11.69 -85.543 2,768.462 = 09/28/01 09/28/01 Withdrawal $ -1,000.00 $ 10.02 -99.800 2.668.662 _ 10/02/01 10/02/01 Full Phone Redemption $ -27,006.86 $ 10.12 -2,668.662 0.000 _ - - - - AIM. NEW To serveyo~,.better, AIM's Client Servt~department has extended its. teleph,one,h,ours. You can now c~~cta Client Servicesprofes.sional M~dayJhrough Friday from 7,30 A.M. till 7:00 P.M. Central time. .The toll-free number is prini.ed above.i www.aUnfunds.comis ArM'saward-winning We~ site. Visit it to check your account 1:)alance~ order a year-to-date account statement,.. find the.. . current prices of, AIM. funds and tap into a wealth of information about mutual fund investing, including literature you can order on line. In addition. if you sign up for our new service. AIM Internet Connect. you can purchase, redeem and exchange shareli in your existing AIM account. ,(Keep in mind that. such transactions may be taxable. events and are subject to applicable sales charges, You should consult YOul investment advisor beforemaldng any changes to your. portfolio.) To sign up for AIM Int(:rnct CoD.l1ect, please call our(;lient~I'Vices department at the number shown above. < > ,,_ ,--J INVEST BY MAIL INTO ACCOUNr #3809092905 11 MAKE CHECK PAY ABLE TO: AIM CHARTER FUND - CLASS A (010) \r'il"er A"lli/'ersm~r RETURN TO: MARIE K MORGAN 7 KAREN CT CAMP HILL PA 17011-0000 AIM FUND SERVICES PO BOX 4739 HOUSTON TX 77210-9508 INVESTMENT AMOUNT :) Phone: 717-732-7625 o CHECK FOR CHANGE OF ADDRESS ON REVERSE SIDE 1661 010 3809092905 0000000000 0000000000 4 S 002 0001 0001 1407 1407 I)""'''' . Silver Anni/'l!'r5ary' MARIE K MORGAN 7 KAREN CT CAMP HILL PA 17011-0000 ACCOUNT NUMBER: 0010-3809092905 REDEMPTION INFORMATION AIM CHARTER FUND - CLASS A TRADE DATE: 10/02/01 2,668.662 SHARES WERE REDEEMED AT A PRICE OF $10.12 GROSS AMOUNT OF REDEMPTION: TOTAL OF CHECK NUMBER 1522332 DATED 10/02/01: ENDING SHARE BALANCE: 0.000 ~ SAIDIS, GUIDO, SHUFF & MAS LAND 2109 Market Street Camp HilI. PA LAST WILL AND TESTAMENT OF MARIE K. MORGAN I, MARIE K. MORGAN of Hampden Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I ,I 'I I. il !! II ii q Ii II il il Ii I) 11 il II I - I direct the paYment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I bequeath all of my tangible personal property, not including cash and securities, unto my daughter, Nancy Jean Peer. il I' 39th Street, Camp Hill, to my daughter, Nancy Jean Peer. I I I I I III - I devise my house known and numbered as 36 South IV - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate as follows: A. I bequeath one-fourth of said residue or $25,000, whichever is less, unto my grandson, Christopher M. Peer. B. I bequeath the remaining three-fourths of said residue unto my daughter, Nancy Jean Peer, or if she is deceased, to my grandson, Christopher M. Peer. lY\ \<-, rY\ . Page 1 SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill. PA v - Should I die without issue surviving me, then I direct that the residue of my estate be distributed to my son-in- law, Clifford Peer. VI - I appoint Nancy Jean Peer, or if she is deceased, Clifford Peer, guardian of the estate of my grandson, Christopher' I M. Peer, and direct that any funds payable to him be placed in a I i I I i !I il II 'I II !I I II I savings account, certificate of deposit, or other similar invest- ment until he attains the age of 18., at which time said guardian shall have the right to withdraw the income or principal for the educational expenses of my grandson, and that the funds continue to be so invested and used until he attains the age of 21, at which time the balance then remaining shall be paid to him absolutely. VII - I appoint my daughter, Nancy Jean Peer, Executrix of this, my Last will and Testament. Should my said daughter fail to qualify or cease to act as such, then I appoint Farmers Trust Company to act in this capacity. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the A q f::. day of (j) ~~ , 1996. h,~ t<. I'D ~~ Marie K. Morgcin (SEAL) Page 2 SAIDIS, GUIDO, SHUFF & MASLAND . 2109 Market Street Camp Hill. PA Signed, sealed, published and declared by MARIE K. MORGAN, Testatrix therein named, on this and two (2) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. C~/"f /i4 Ii. , Addre ' b {'L rJ -rC\ Address Page 3 .. SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill. PA COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY CUMBERLAND) OF WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the testatrix signed and executed the instrument as her Last Will and Testament and that she signed w'illingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. '1 \ \ r.' ' \ I it....."..." A:..... ,,' - "IV l.,-\(;~ \.-........ , ~ \.~.,...,-;;...LL.", TestatrixJ '~./ Subscribed, sworn to and acknowledged before me by the testatrix, and subscribed and s~rn t94before me by both wit- nesses, this o!cr?:J day of u)Vc<..-V-e./(j ,1996. /'/!em<<J , ---1 \ NOTARIAL SEAL '1' THELMA S, McCAUSLIN, Notary Public Camp Hill, Cumb~rland County My CommissioP ExE~~e_~ July 3. ~~~.__ ~--"-".'.-- - /-J- /.$- /0 ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIDN 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 iiL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '02 MAF~ 1 8 P 2 : 1 7 JOHN E SLIKE SAIDIS ETAL 2109 MARKET ST CAMP HILL 03-11-2002 MORGAN 09-29-2001 21 01-0940 CUMBERLAND 101 *' REY-15~7 EX AFP [11-02) MARIE K ,."0 l.l.U PA 1 V'OI1lk:118.3 Allount Rellitted 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 =is4j-E1f-AFP--foY=ozY-tioYicE--oF-YNHEifiTANci-YA'x-A-PPRAisEMENT~--Ail-oWAifci-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORGAN MARIE K FILE NO. 21 01-0940 ACN 101 DATE 03-11-2002 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) .00 27,006.86 .00 .00 29,561.37 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage 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 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 50,172.31 X 045 = 2,257.75 .00 X 12 = .00 .00 X 15 = .00 (19)= 2,257.75 (9) (10) 6,057.53 338.39 (11) (12) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 56,568.23 6.395 92 50,172.31 .00 50,172.31 . ~ ...~... ,~, l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-26-2001 CDOO0701 112.89 2,144.86 TOTAL TAX CREDIT 2,257.75 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.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjOYMent to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the COMMonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requireMents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your paYMent to the Register of Wills printed on the reverse side. --Make check or Money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). 08JECTIONS: Any party in interest not satisfied with the appraiseMent, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, 80ard of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, 8ureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administrativelY correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar Months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax aMnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax aMnesty period. This non-participation penalty is appealable in the saMe Manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) Months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary frOM calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax beCOMes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the asseSSMent. If paYMent is made after the interest computation date shown on the Notice, additional interest must be calculated. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CI/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Marie K. Morgan Date of Death: September 29, 2001 Will No. 21-01-0940 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans I Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: complete: 1. Yes State X ; whether No administratioll of t:1e estate is 2. If the answer is representative reasonably believes complete: Within next three months been prepared and filed. No, state when the personal that the administration will be - after income tax returns have 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 X 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 X; 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 may be attached to this report. Da t e : -iJ'1' 'f / &-'1,-- ~, Signatu e Name: ohn E. Slike, I. D. . 06262 SAIDIS, SHUFF, FLOWER 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Esquire & LJ;:NDSAY ;;-..' .... <' d r.,..' Capacity: Personal Representative X Counsel for Personal Representative ,'-:--