HomeMy WebLinkAbout04-05-06
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15056051058
REV-1500 EX (06-05)
PADeparlment of Revenue '*'
Bureau of Individual Taxes
PO BOX 28C601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMAnON BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
21 05
File Number
0908
Date of Birth
176-22-6026
10/0212005
07/14/1926
Decedent's Last Name Suffix
Decedent's First Name
Genevieve a/k/a Genevieve A.
MI
R
Morgan
(If Applicabte) Enter Surviving Spouse's Infonnation Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
... 1. Original Return
,----....
~---,'
3. Remainder Return (date of dea1h
prior to 12-13-82)
C:J 48. Future Interest Compromise (date of C') 5. Federal Estate Tax RellA1l Required
death after 12-12-82)
c::; 7. Decedent Maintained a living Trust
(Attach Copy of Trust)
10. Spousa/ Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - ntls SEcnON MUST BE COMPLETED. All CORRESPONDENCE AND CONfIDENTIAl TAX INfORIIATJON SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
2. Supplemental Return
4. Umited Estate
6. Decedent Died Testate
(Attach Copy of W1R)
9. Utigation Proceeds Received
,
8. Total Number of Safe Deposit Boxes
~.,.-:-...
Robert R. Black
Firm Name (If Applicable)
Landis & Black
(717) 243-3727
-"1
REGISTER OF WILLS USE ONLY
First line of address
36 South Hanover Street
Second line of address
Oty or Post Office
Carlisle
State
ZIP Code
DATE FILED
PA
17013
Correspondent's &-mail address:
Under penallles of perJ.try. I dedare that I have examined this retum, including accompaI'I)Vlg schedules and 1Ilatsments. and to the best of my knowledge and belief.
it islrue, comlCt and complete. DecIaralion d preparer olher than the personal representative ill based on all infonnalion of which preparar has any knowledge.
SI RE OF PE RE~lruR~RN JS/O ~
ADDRESS )C
1706 Ne on Ransom Boulevard, Clarks Summit, PA 18411
SIGNA~F,II ~.,. :!n>IHE~ REPRESENTATIVE lJAT9
~CJ~<- . ,.}I?II'()(.,
ADDRESS
36 South Hanover Street, Carlisle, PA 17013
PLEASE USE ORIGINAL FORM ONLY
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Side 1
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15056051058
15056051058
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15056052059
REV-1500 EX
Decedenfs Name:
Genevieve
Decedenfs Social Security Number
R Morgan a/k/a Genevieve A. 176-22-6026
RECAPITULATION
1. Real estate (Schedule A). ............ . .. . . . . . .. .. . . . . . . . . .. . . . . . . . . .. 1.
92,628.64
330,510.02
0.00
0.00
2. Stocks and Bonds (Schedule B) .... . . . . . . . . .. . . . . . .. . . . . . . .. . . .. .. . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . .. . . . . . .. .. . .. . . . . . . . ... 4.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
317,382.70
0.00
119,022.76
859,544.12
57,985.28
1,159.46
59,144.74
800,399.38
0.00
800,399.38
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly OWned Property (Schedule F) c--=> Separate Billing Requested . . . . . .. 6.
7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ::::::, Separate Billing Requested... . . ... 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)................................... 11.
12. Net Value of Estate (Line 8 minus Line 11) .. . . . . . . . . . . . . . . . . . . .. . . . . . . . . 12.
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
_____..,._~__,,___~___...__._._..___~_.__.._..,__.~~<_._.'~_'~__'H_'C_~'_,.W"~_."'_'_"'_~_'_'..,.,___..w~._._~_'~".'_ __"~'~._~~'~'.'.__'_ ._"'~;,,__.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPUCABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_ 15.
16. Amount of Line 14 taxable
at lineal rate X.O _ 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 800,399.38 18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
120,059.91
120,059.91
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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15056052059
Side 2
15056052059
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REV-1500 lx Page 3
,File N"mbeI"
Decedent's Complete Address: 21 Ii 05 10908
DECEDENT'S NAME a/k/a Genevieve A. OECEOENrS SOCIAl. SECURIlY NUMBER
Genevieve R Morgan 176-22-6026
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STREET ADDRESS
555 W. Penn Street
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Une 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
120,059.91
0.00
93,000.00
4,894.59
Total Credits (A + B + C ) (2)
97,894.59
3. InteresWenalty if applicable
D. Interest
E. Penalty
TotaIlnterestJPenalty ( 0 + E ) (3)
4. If Une 2 is greater than Une 1 + Line 3, enter the di1fenlnce. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Una 1 + line 3 is greater than Une 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
22,165.32
B. Enter the total of Une 5 + SA. This is the BAlANCE DUE.
(5)
(SA)
(58)
22,165.32
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "Xn IN THE APPROPRIATE BLOCKS
1. Did decedent make 8 transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~
c. retain a reversionary interest; or.......................................................................................................................... 0 Eia
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~
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.
For dates of death on or after July 1, 1994 and before January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. S9116 (a) (1.1) (i)].
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 zero (O) percent
[72 P.S. ~9116 (a) (1.1) (ii)}. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax retum 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 zero (0) pettent [72 P.S. 99116(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 four and one-half (4.5) percent, except as noted in
72 P.S. S9116(1.2) [72 P.S. S9116(a}(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)). A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
RE~:\1502 EX+ (6-98)
SCHEDULE A
REAL ESTATE
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Genevieve R. Morgan alkJa Genevieve A.
FILE NUMBER
21-05-0908
All real property owned solely or.. I '-nant In common must be reported at fair martet value. Fair Itl8l'ket value is defined as the pOOe al which property would be
exchanged between a willing buyer and a willing seier. neither being compelled 10 buy or seI, bolh having reasonable ~e of the relevant facts.
Rell property which Is JoIntIy-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VAlUE AT DATE
OF DEATH
1. Residence & lot of ground at 555 W. Penn Street, Carlisle, PA. See Deed Book L. Volume H.,
Page 526. Reported at net sales price at public sale. See attached HUD.
92.628.64
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
92,628.64
REV~~503 EX+ (6--98)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Genevieve R. Morgan aIkIa Genevieve A.
All property Jointly-owned with right of survivorship must be di&dosed on Schedule F.
FILE NUMBER
21-05-0908
ITEM
NUMBER
1.
2.
DESCRIPTION
1880 Shares of the common stock of Carlisle Companies (CSl) at $63.61 (mean value) per share
444 Shares of the common stock of Tyco Intemational (TYC) at $27.80 (mean value) per share
123 Shares of the common stock of Sovereign Bancorp (SOV) at $21.90 (mean value) per share
VALUE AT DATE
OF DEATH
119,586.80
3.
12,343.20
2.693.70
4. 3917.449 Shares Delaware American Government Bond A Class (DEGGX) at $7.61 (mean value)
per share
29,811.79
5. 9610.684 Shares of Van Kamper US Mortgage Fund Class A (VKMGX) at $13.73 (mean value)
per share
131.954.69
6.
48 Shares of the common stock of Met Ute at $49.83 per share
2.391.84
7. 3 U.S. Savings Bonds, Series EE, 10,000.00 each, Ser. No. X2233557, X2233558 & X2233559,
issue date 10/1992 for all. See attached calculations.
31.728.00
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
330,510.02
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REV.~508 EX+ (6-98)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Genevieve R. Morgan alkla Genevieve A.
Indude the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21-05-0908
ITEM
NUMBER
DESCRIPTION
1. M & T Bank - Checking Account #1195956. See attached letter.
2. M & T Bank - Savings Account #015004202072390. See attached letter
3. Sovereign Bank - Checking Account #1671005732. See attached letter.
"
"
II
4. Sovereign Bank - Money Market #1671014804
5. Sovereign Bank - Certificte of Deposit #1675533440. See attached letter.
6. American Home Bank - Certificate of Deposit #290001447. See attached letter.
7. American Home Bank - Certificate of Deposit #290001527. See attached letter.
8. American Home Bank - Certificate ofDeposit#290001645. See attached letter.
9. American Home Bank - Certificate of Deposit #290001789. See attached letter.
10. Wachovia - Certificate of Deposit #247402112136908. See attached letter.
11. Wachovia - Certificate of Deposit #247402112137615. See attached letter.
12. Wachovia - Checking Account #1010083586909. See attached letter.
13. Proceeds - sale of 1997 Pontiac automobile - VIN 1GZWP12K8VF21063
14. Rowe's Auction Service - Net proceeds
15. Penn National Ins. Co. - Insurance refund
16. Sprint - Refund
VALUE AT DATE
OF DEATH
2.316,93
18.701,93
123.106.00
45,845.84
30.618.13
5.119.78
5,099.49
10.162.97
10.115,63
10,181.26
10,161.95
33,905.43
5.100.00
6.787.00
158.00
2.36
TOTAL (Also enter on line 5. Recapitulation) $
(If more space is needed. Insert additional sheets of the same size)
317,382.70
REV1l510 EX+ (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ALE NUMBER
Genevieve R. Morgan aJkJa Genevieve A. 21-05-0908
This schedule must be completed and filed if the answer to any of questions 1 through" on the rewrse side of the REV-1500 COVER SHEET is yes.
=J DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S EXClUSION TAXABlE
tIClUllE ll1E !WE Of ll1E 'IRANSFEREf. no AEl.A1IONSHI' TO IESlENT 1M)
ll1E DIiIE Of 1RIlNSFER. illTACIl A fXX'Y Of TtE DEED ~ RfAI. ESTATE. VALUE Of ASSET INTEREST nF N'I'l..lCAIU) VALUE
1.
Annuity - AIG Annuity Insurance Company - Poficy No. FJ243145. See
attached Transaction Statement 107.644.54
2. IRA - Wachovia Bank - Account No. 257400090712318. See attached
statement at Schedule E. 11.378.22
TOTAl (Also enter on line 7 Recapitulation) $ 119,022.76
(If more space is needed, insert additional sheets of the same size)
.. REV-1S11 EX+ (12-99>.
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Genevieve R. Morgan alkIa Genevieve A.
Debts of decedent must be reported on Schedule I.
ALE NUUBER
21..Q5-0908
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home - Services
Carlisle Memorial SeMce - Marker
8,852.50
970.00
1.010.14
111.05
2.
3. Carlisle County Club - Funeral Luncheon
4. Hoffman-Roth Funeral Home - Additional Services
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representalive(s) Holly E. Hans
Social Security Number(s)/EIN Number of Personal Representative(s) 200-50-2041
StreetAddress 1706 Newton Ransom Boulevard
city Clarks Summit . Stale PA Zip 18411
Year(s) Commission Paid: 2006
23,190.00
2.
AIIomey Fees
17,392.00
3.
Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant None
0.00
Street Address
City Slale . Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Wolfe & Shearer - Real Estate Appraisal
8. UGI - Invoice for utilities
9. UGI - Invoice for utilities
10. UGI - Invoice for utilities
11. PPL - Invoice for utilities
12. PPL - Invoice for utilities
412.51
800.00
250.00
96.77
49.17
52.30
15.88
6.72
SUB- TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
53,209.04
(,continued)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
(Continued)
ESTATE OF
FILE NUMBER
Genevieve R. Morgan a/kJa Genevieve A.
21-05-0908
Sub-Total (Page 1) $53,209.04
13. Sprint - Invoice for services 27.11
14. Federal income tax estate paid on Final 1040 for 2005 4,182.00
on Series EE savings bond income which had accrued
prior to the death of the decedent. Executrix elected to
include such accrued income on decedent's final life-
time return under IRS Section 454. See Estate of
Stewart and Kramer (O.C.Div., Phila.) 21 Fiduc. Rep.
2nd 199. Interest as per bond inventory attached at
Schedule B, $16,728.00 x 2005 tax bracket rate .25 =
4,182.00
15. Holly E. Hans - Executrix expenses for gas & hotel 444.13
16. Holly E. Hans - Executrix expenses for mileage 123.00
TOTAL
$57,985.28
" REy..1~12 EX+ (12.03) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE8IDEHT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUnES, & UENS
ESTATE OF ALE NUMBER
Genevieve R. Morgan aIkIa Genevieve A. 21-05-0908
Report cIebts IIICUmId by the cIec:edent prior to death which remained unpaid as of the date of death. including unreimbursed medical expenses.
ITEM VAlUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Penn National Insurance Co. - Invoice for insurance 70.00
2. Green's Painting - Invoice for painting house 771.35
3. Borough of Carlisle - Invoice for water/sewer 55.71
4. Baltlett Tree Experts - Invoice for tree service 243.60
5. Geisinger - Invoice - Services 18.80
TOTAl (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1.159.46
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REV.1~13 EX+ (9-00)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Genevieve R. Morgan alkla Genevieve A.
FILE NUMBER
21-05-0908
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE
I TAXABlE DISTRIBUTIONS pndude outright spousal distributions. and transfers under
See. 9116 (a) (1.2)]
1. Florence Keys - See attached Niece 5%
2. James H. Rydzewski - See attached Nephew 5%
3. Lorraine Buono - See attached Niece 5%
4. Dr. Dean OePerro -See attached Nephew 5%
5. Edward Wesolowski - See attached Nephew 5:t
6. Holly E. Hans - See attached Niece 75%
ENTER OOLLARAMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
n NON- TAXABlE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAl DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
(If more space is needed. insert additional sheets of the same size)
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GENEVlVE MORGAN'S LIST OF HEIR'S
1) Florence Keyes
RR#1 Box 384
Falls, PA 18615
SS# 168-30-8268
Phone # 570-388-2564
2) James H. Rydzewski
P.O. Box 411
42 State Street
Oxford, N.Y. 13830
SS# 083-36-7524
Phone# 607-843-9332
3) Lorraine Buono
40 Rochelle Road
Binghamton, NY 13901
SS# 074-24-1106
4) Dr. Dean DePerro
503 Overlook Drive
Kent, OR 44240
SS# 277-56-4064
Phone# 330-346-0700
5) Edward Wesolowski
681 Charles Street
Torrington, CT 06790
SS# 049-36-7936
Phone# 860-489-0892
6) Holly Hans
1706 Newton Ransom Blvd
Clarks Summit, P A 18411
SS# 200-50-2041
Phone# 570-586-3708
.
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LAST WILL AND TESTAMENT
OF
GENEVIEVE R. MORGAN
I, GENEVIEVE R MORGAN> of the Borough of Carlisle> Cumberland County,
Pennsylvania, declare this to be my Last Will> hereby revoking all prior wills and codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses> including my gravemarker, as soon
as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of administration of my estate.
DISTRIBUTION OF PERSONAL PROPERTY
THIRD: I bequeath those articles of my household furnishings> personal effects and
personal property as set forth in a separate memorandum which I intend to sign and keep with my
copy of this Will, to the persons named in that memorandum.
DISTRIBUTION OF RESIDUE
FOURTH: I give the rest of my estate to the hereinafter named persons who survive me
for a period of thirty (30) days, as follows:
A To Holly Hans> my niece, Seventy-five (75%) percent.
B. To James H. Rydzewski, my nephew> Five (5%) percent.
C. To Florence R. Keyes, my niece> Five (5%) percent.
D. To Lorraine E. Buono> my niece, Five (5%) percent.
r-.
AN)
. OuOa!
' 1D1 s
.
.
E. To Edward A. Wesolowski, my nephew, Five (5%) percent.
F. To Dean J. DePerro, Sr., my nephew, Five (5%) percent.
If any beneficiary shall not survive me, their share shall be added to the residue and
distnouted in accordance with this paragraph.
POWERS OF EXECUTOR
J4'DPl'H: I confer upon my executor the right to sell or otherwise convert any real or
personal property at public or private sale, at such time or times, in such manner, and for such
price or prices, and on such terms and conditions as my executor shall determine, and to execute
and deliver good and sufficient conveyances, assignments and transfers of the property, without
liability of any purchaser for the application of any consideration; to borrow money and to secure
its payment by mortgage of real or personal property, pledge of investments, or otherwise,
without liability on the part of the lenders to see to the application thereof; to retain any
investments at discretion; to invest and reinvest at discretion, without restriction to so-called
"legal investments"; to make distribution in cash or in kind; to allocate and distribute different
kinds or disproportionate shares of property or undivided interests in property among
beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or
appropriate in the management, administration and distribution of my estate.
APPOINTMENT OF EXECUTOR
SIXTH: I appoint Holly E. Hans, Executrix of my Will.
WAIVER OF BOND
SEVENTH: I direct that no fiduciary hereunder shall be required to furnish bond in any
jurisdiction, and ifany bond is necessary, no surety shall be required.
INTERCHANGEABILITY OF LANGUAGE
EIGHTH: Words used in the singular may be read to include the plural or the plural may
be read as the singular. Similarly, the masculine form may be read to include the feminine and
neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read
to include the masculine and feminine.
~~
HEADINGS
NINTH: The headings used on the various paragraphs of this will are included for
convenience only and shall have no legal significance.
I bave signed this will tbis
ZCo"fit day of XPrEJHM-R
.2005.
i~.. ~~4--
/ Genevieve R. Morg
~~
Witness
JJ~-&.
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
We, Genevieve R. Morgan, the Testatrix in and the undersigned witnesses to the will, tbe
attached or foregoing instrument, who have signed the instrument, having been qualified
according to law do depose and say:
(a) that I, the Testatrix, do hereby acknowledge that I signed the instrument as
my will, that I signed it willingly and as my free and voluntary act for the purposes therein
expressed; and
(b) that we, the witnesses, were present and saw the Testatrix sign and execute
the instrument as her will, that she signed it willingly and executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the hearing and sight of
the Testatrix signed the will as a witness and that to the best of our knowledge the
..
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Testatrix was at that time eighteen or more years of age, of sound mind and under no
constraint or undue influence.
~~:... !('&? tA~
t G' R.M v
eneVleve organ
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Witness
~.. ~fLl~
1 ess
,
d~F d~---
Notary Public
COMMONWEALTH 01' PENNSYLVANIA
Notarial Seal
Angela F. Unger. Notary Public
OrrstoWf! J;loro. Franklin County
My CommISSIon Expires Oct. 7. 2008
Member. Pennsylvania Association of Notalie!;
\.-1
REV-485 EX (05-04) ~-
SAFE DEPOSIT ~
BOX INVENTORY
PA DepaItment ci Revenue
Social 8ecUrIty or Death Certificate Number Date of Death
. 48S00041046
( '1 fp 1,1, ~ 0 -z.. '"
Decedent's Last Name
tN\O(<~PrrJ
{Ooz-z,oo~
Suffix
pLEASE USE ORIGINAL FORM ONLY
County Code Year File Number
-z. f 6 !.-;
Fltst Name
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G-tENf2Vl ~Ve
R
STATE: ZIP CoDE: -;
STATE: ZIP CODE:
r~WJ
b. NAME:
RElATIONSHIP:
CITY:
STATE: ZIP CODE:
STREET ADDRESS:
RElAllONSHIP:
Co NAME;
STATE: ZIP CODE:
ZIP CODE:
b. NAME;
STREET ADDRESS:
ZIP CODE: CITY:
STATE: ZIP CODE:
WAS A WILL IN THE BOX? IifI.. YES 0 NO yes. a. Dale of wID.
b. Name and address of personal representative, if named In tile wHI
NAME;
STREET ADDRESS:
CITY:
STATE: ZIP CODE:
c. Name and ~ of attorney. if any
NAME: f<{jfJJ€f<1 f<. t?utLf<
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ZIP CODE:
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4aS0004104b
48S00041046
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RE'NasEX SAFE DEPOSIT BOX INVENTORY Page
INSTRUCTIONS
of
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
ITEM
NO.
I"
Cash: Report total only.
Stocks: List in detail every common or preferred certificate. warrant or other rights found in box. Stocks are to be designated by
name of company. certificate number. date of certificate. name in which stock is registered. and number of shares and class of stock.
Obligations of U.S. Government: Number of items. date of issue, face value, names in which registered and type of ownership.
i.e., joinUy held. payable on death. etc.
Bonds: Designate by name. amount, serial number. or other designation. (Bearer Bonds)
Bank and Savings and Loan Passbooks: State name of depositor. number of book. last date appearing in book. name of bank
and branch, and balance.
Jewelry, Coins, stamPS. Manuscripts. ate: Ust and desaibe as fully as possible.
Deeds. Mortgages. Current Insurance Policies Of" other evidences of indebtedness: Ust and desaibe as fuRy as possible.
All other contents.
Return completed fonn to: DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
ITEM DESCRIPTION
, ~(liG~ 'It". ,..,{)~lilJJ{
;)z.
DATE
I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS
CORRECT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF.
SlGNATlJRE
i1 ExecuIor(1rix) 0 AdmInislraIor(t)
o Estate R__dllIi... 0 JolnIOMllll'ofsafe deposit box
NOTE: Attach additional 81/,. x 11. sheet(s) if necessary or use duplicates of this page of tonn.
The. Deparlment is ~ by law. 42 U.S.C. S405 (c)(2)(C)(I), 10 require dlscIosure of Soda! SecurIy I1UIl'lbefs in 00.,,-..... wiIh adI.iuiste.ing ~ lax IBws. The Department uses !he
Social SeaJrily number to idenlIy the decedent and personaIIIlpMS8ntalives of the eslate. The Q"...IUi1lIJeaIIh may also use the i............ in ~ of laX Llb..laIio.. agreements
wiIh Federal and local . authories. The sIaIe law prohtils the COl\1I'lIDoMeaIh'S personnel from cIsdosing conIidentiaIlaX ilol...a&.n, except... olIiciaI
\
A. Settlement Statement
U.s. Department of Housing
and Urban Development
*
,r
OMS No. 2502-0265 (Page II
B. Ty\"! of Loan
I. FHA 2. FmHA
4. V A 5. Cony. Ins.
e. Note: 'RlI_ .._...,.._._.r~_ ___ "- ,........,....__-- _....."fp&o.J'.........._......... __.........for
---........-..... ,
I). NilmcandAddressof8om>wer E. Address. and Taxpeyer idenlifJCalion flofSeller ' F. Name and Address of Lender
Lmry D. and Sandra L. Lebo oily E. Hans. Executrix of the Eslale N1A
1106 Newville Road enevieve R. Morgan, alkJa Genevieve A.
Carlisle. PA 17013 organ
,
J.
Conv. Unins. 6. FileNumb<r
7. Lo.n Number
8. Mortgage IJlSlQlInCe Case Number
G. Pmpcny U>cation
555 West Penn Street
Carlisle. PA 170B
120. Gross Amount Due From Borrower
H. Settlenalt Agent Name. Address and Taxpayer klcntilication Number
Dale F. Shughart. Jr.. Esq.-
35 East High Street, Suite 203
Carlisle, PA 17013 25-180-2515
PIlIcc ofSealemenl I. Sel1loInent Dale
35 East High SIJ'ed. Carlisle, PA 1211912005
K. Summary of Seller's Transaction
400. GrOSl Amount Due To SeDer
98.000.00 401. Contract sales price 98.000.00
402. Personal Property
1.674.00 403.
404.
405.
. .
Adjustments for items paid by seDer in adYaDce
12.84 406. CityttDwntaxes .. iVI9iOs tol2n1105 12.84
407. County taxes to
408. Assessments to
528.16 409. School Tax 12119/05 to 06130106 528.16
410. Garbage Fee
411.
412.
100,215.00 410. Gross Amouat Due To Seller
98,541.00
J. Summa". or Borrower's Transactions
100. Gross Amount Due From Borrower
1111. C l"llltrnct sales price
1ll2. Personal Property
I (I.~. Settlement charges to borrower (line 1400)
104.
105.
AdJustmeuts for Items paid by seDer in ad ee
106. Cityitown taxes 12119105 to 1213 105
lln. Cl\Unty taxes to
I OS. Assessments
109. School Tal.
II O. Garbage Fee
III.
112.
lOCI. Amonnts Paid By Or in Behalf or Bo
20 I. Deposits or earnest money
202. Principal arnoum of new Ioan(s)
203. Existing 100n(5) lllken subject to
204.
205.
2tlb.
207.
21111.
2n<l.
Adjustments for items unpaid by seUer
210. City/town lB.'tes to
211. County taxes to
212. Assessments to
21J. SchoolTax to
214.
215.
216.
217.
218.
219.
9.800.00
5,912..36
110. Total Paid BylFor Borrower 9,800.00 510. Total Redactioll Amount Due Seller 15,712.36
300. Casb At Settlemeut FromITo Borrow~r 600. CIISh At Settlemeat TalFrom SeDer
301. Gross Amount due from borrower (line 12 ) 100,215.00 6O\. GToss Ainount due to seller (line 420) 98.541.00
302. Less amounts paid by/foe- borrower (line 0) 9,800.00 602- Less reductions in am!. due Seller (line 520) 15.712.36)
303. Casb X From ToBo S 90,415.00 6l.8. Cub X To From Seller S 82.828.64
I h:n. ,_rul~' ""......"" '...IfUD-1 s.u_ ~ 10"'''''' 0I'ff1'/ Imowlodp..... belief. iI is a '""'..... __ _ 01'011 m:eipos_.!>4-
......,..m ,.. ~ '"" in Ibis _1iOD. I funherconify 1haI1.... 1<I:<i..... campleled _ 01'_ I and 2 oI'dlis 1f\.ID-1 _ S_
Borrower Larry D. Lebo ~ I,. ~ ~
Borrower Sandra L Lebo_~
SElTLEMENT AGENT CERn AnON
~~ID- /-;;;~;
[~I~~~=:'~ rmead .........I(IF~tJ .
-A:.. ... 011 my
Seller Holly E. Hans, ExecUlrix of Eslate of Genevieve R. Morgan
Seller
lit 'p. 1 )-91
Seller's T."Pll~ IdeulIIleat\Ga Namber Solldlatloa aad CertilkatJoa
=m:=.....,~..- ._~--->!'W=~--;:
~..J:1....:c~_~_~<OI\"l'I7~.1 . _...-=.-=-
..n-iWs-___IS..,.CCII'I'Ut.....,u~ ......,..
~~-fk' /1 ~ i 2-~7 /os-
RESPA. HB 4305_2
.
. ~ .ement Chllrges
TotRl SaleslBrokrr's Commission based S
Di,i~i(ln ofCommissiOll (line 700) as fal
Jill. $
7112. S
703. Commission paid at Settlement
704.
800. Items hyable in COIll\cdIon Wkb '--0
IlOI. loon Origination Fee 0/0
lUll. lllan Discount %
1I113. Appraisal Fee to
ll(M. Credit Report to
805. lender's Inspection Fee 10
806. Mortgage Insurance Application fee to
807. As..<umption Fee
80S. Flood Certification Fee to:
809.
810.
811.
900. Items Required By Leader To Be Paid 1 Advance
901. Interest from to @S
902. Mortgage Insurance Premium for
'X13. Hazard Insurance Premium for
lJO.1.
9\15.
@
.""=
Paid Fmm
_'s
FlUlds II
SettJemmt
Page 1
Paid From
SeUer's
Funds at
Settlement
4,900.00
lday
months to
years to
1000. Reserves Deposited With Leader
\01\1. HllZO.ud Insurance sO $ per
11102. Mortgage Insurance s 0 $ per
1003. City property taxes s @ S per
I 004. County property Illxes s 0 $ per
1U05. Annual assessments S @ S per
100b. School T8lIes 80 $ per
1007. sO S per
lOOS. A te Reserve A .
1100. Tide Charges
II 0 I . Settlement or dosing fee to
1101. Abstroct or title sean:h to
1103. Title examination to
1104. Title insunmce binder 10
1105. Documenl preparation 10
1106. NOOIty's fees 10 .
1107. AltOmey's fee,; to Dale F. Shughart/lr.
(includes above items numbers:
II OS. Tith: insurance to
(includes above items numbers:
11119 . lenders coverage S
1I11l. (h'-nef' s coverage S
I1II . Recorder of Deeds. photocopies
II t2.
1113.
1200. Government Recording and Transfer baraes
120 I. Recording fees: Deed S 3 50; Mortgage S ; Releases S
1202. City/county I8XIStlImps: Deed S 980.00 ; Mortgage S
1203. State taxlsttlmps: Deed S ; Mortgage S
120-1.
12\15.
1.300. Additional Settlement Cba
I 311 I. Surv<:y I,,:
BII!. Pest Insp.'''Rln w:
B1I3. IWrough of Carlisle. sewer llIllI wale.- Acct 1# 2 8O-A
1J(\4.
1305.
1306.
1307.
130&.
130'1.
1400. Total Settleatellt C
650.00
)
5.50
38.50
980.00
0.00
0.00
980.00
3236
5,CH2.36
PaY'"
Yoar esct1IW DttIIIIDt paymetll wlII be S . per
I'llrpose AmidpaUd Dae Date
EstI_ed Amoaat
BegloRiRll Dal":
1U11)- 1391
RESPA. HB 430$.2
.;aviags Bond Calculator
~ "\
.
Page 1 of 1
Value As Of
IUpdatel
I: "HeIp',:'l
CALCU
Savinc
110/2005
Bond Info
Series
I EE Bonds
.dO
Denomination
$110,000 .=1
Serial Number
Issue Date
Results
# Bonds Total Price Total Interest Total Value YTD In'
3 $15,000.00 $16,728.00 $31,728.00 $I,23f
Serial Issue Issue Interest Next Final
Number Date Series Denom Price Interest Value Rate Accrual Maturit:
X2233559 10/1992 EE $10,000 $5,000.00 $5,576.00 $10,576.00 4.00% 04/2006 10/202:
X2233558 10/1992 EE 10,000 5,000.00 5,576.00 10,576.00 4.00% 04/2006 10/202:
X2233557 10/1992 EE 10,000 5,000.00 5,576.00 10,576.00 4.00% 04/2006 10/202:
le end
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
Please rate this service.
(Please print and/or save this page before submitting your survey)
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Reset'
, omM&fBank
499 Mitchell Road. Millsboro, DE 19966 Mail Code DE-MB--12
Phone (888) 502-4349
Fax. (302) 934-2955
December 30, 2005
Law Offices
Landis & Black
36 South Hanover Street
Carlisle, Pennsylvania 17013
Re: Estate ot Genevieve R Morflan
Social Securitv: 176-22.,;6026
Date of Death: October 02. 2005
Dear Sir or Madam:
Per your inquiry dated December 22, 2005, please be advised that at the time of death, the above-named decedent bad on
deposit with this bank the following:
1.
Type of Account
Checking Account
Account Number
1195956
Ownership (Names oj)
Genevieve R Morgan *
Opening Date
1///8193
Balance on Date of Death
$2,316.93
Total
$ 0.00
--ii,3I6~3------------------------------------
--j--769(AccnieJT;t;mi is n;;iinduJ;d)-------
Accrued Interest
Interest Paid YTD
2.
Type of Account
Savings Account
Account Number
0/5004202072390
Ownership (Names oj)
Opening Date
Genevieve R Morgan *
11/06/01 Closed 10//4/05
Balance on Date o/Death
$18,70/.93
Accrued Interest
$
0.00
Total
$/8,70/.93
Interest Paid YTD
$ 213.34 (Accrued interest is not included)
Please be advised, there was no safe deposit box found for the above decedent For further account information,
regarding ownership, closures and/or reimbursement of funds, etc., please caD the High Street Carlisle Oft"tee # 717-
240-4536.
Sincerely,
.....-..:;?
~-;7"_.,;/t:/c,;~.,
~C- / t--)
Nancy Clagett
Records Management
.
... '
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEAm:
Genevieve R Morgan
176-22-6026
October 2, 2005
Account #: 1671005732 Type:
In the name of: Genevieve R Morgan
Date of Death Balance:
Int.(YTD) from 1/112005 to
Accrued interest to date of death:
Other Info:
Checking
Open date: 7/21/2004
$123,106.00
9/3012005
$0.00
$1,843.87
Account#: 1671014804 Type:
In the name of: Genevieve R Morgan
Date of Death Balance:
Int.(YTD) from 1/112005 to
Accrued interest to date of death:
Other Info:
Money Market
Open date: 10/22/1999
$45,845.84
9/3012005
$0.00
$453.01
Account #: 1675533440 Type:
In the name of: Genevieve R Morgan
Date of Death Balance:
Int.(YTD) from 1/112005 to
Accrued interest to date of death:
Other Info:
CD
Open date: 12/30/2004
$30,618.13
9/3012005
$6.84
$618.13
Page 1 of 1
~ AMERICAN
/c. '. '> HOME BANKNA.
We help build your future. 51\1
January 12,2006
Robert R. Black
Landis & Black
36 South Hanover Street
Carlisle, PA 17013
Dear Mr. Black:
As per your request of January 11, 2006, please find below the information required for
Federal Estate and/or Inheritance Tax pmposes regarding the account.~ of Genevieve R.
Morgan.
Type of account: All accounts are Certificates of Deposit, which list the account holder
as Genevieve R. Morgan (only).
Account Numbers & Balances as of date of death:
#290001447 $5119.78
#290001527 $5099.49
#290001645 $10,162.97
#290001789 $10,115.63
If we can be of further assistance to you, please feel free to contact our office.
Sincerely,
~@t#~
Michele N. Wojtas ;/
Financial Services Representative
American Home Bank, NA.
----.-_.,~,~-~. -,~_.. .._--~ ~._-_.-._---"_..__.- -----.- _._-~.~_._-._.._. --~-~~ -.----., .----....
417 Stonehedge DrillCI Carfisle, PA 17013-6929 ., Phone 717/J1IU.f>ln . ,,,,,^,,h~.."',hh m~.
..
-~~
~OHOVIA
Reference ID: 1467045
Wachovia Bank N.A.
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
January 13, 2006
LANDIS & BLACK
36 SOUTH HANOVER STREET
CARLISLE. P A 17013
SUBJECf: Verification / Confirmation of Account and Balance Information provided for:
Customer: GENEVIEVE R MORGAN (SSN# 176-21-(026)
Date of Death: October 2, 2005
Deuosit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Ba1ance*
Date
Opened
1113012004
Maturity Interest Accrued Y1D Date
Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 247402112136908
LEGAL TITLE: GENEVIEVE R MORGAN
CLOSING BALANCE: $10181.26
$161.82
9nJ2005
CERTIFICATE OF DEPOSIT 247402112137615
LEGAL TITLE: GENEVIEVE R MORGAN
CLOSING BALANCE: $10161.95
1211/2004
$161.95
9/2/2005
CHECKING 1010083586909
LEGAL TITLE: GENEVIEVE R MORGAN
CLOSING BALANCE: $33905.43
$33.837.50
1115/2003
$39.04
$137.90 111812005
IRA 257400090712318
LEGAL TITLE: GENEVIEVE R MORGAN
$11,378.22
5/28/2004
$3.67
$335.53 10/21/2005
""or Beneficiary Claim Fonn information, please calJ 1 (800)669-2136.
· Due to system limitations, we can only provide a twelve month average balance on depository accounts.
Other Aeeount Information
Account
Type
Account
Number
Date ofBaJance
Date
Opened
Date
Closed
11/23/2005
Ledger
CoDected
lNNUITY WNFCAFJ24314S
.BGAL TITLE: GENEVIEVE R MORGAN
\MERlCAN GENERAL - For information regarding annuities, please calJ 800-424-4990
}PEN DATENlA
lO on061';
.
",'"
AIG Annuity Insurance .Company
P.O. Box 871. Amarillo. TX 79105-0871
A Member of American Intemational Group, Inc.
NAME:
POLICY:
TRANSACTION:
OWNER:
TRANSACTION STATEMENT
GENEVIEVE MORGAN November 23, 2005
FJ243145
FULL AND FINAL SETTLEMENT ole
GENEVIEVE MORGAN
DEATH CLAIM PAYMENT
AMOUNT OF CHECK
$
$
107,644.54
107,644.54
TAXABLE INCOME
$
7,644.54
PLEASE DETACH AND KEEP THIS' STUB FOR YOUR RECORDS
~~ .; IJ.:'I Ii: l:(eI ~'t f.;.....:I :II~ .1:11 I.J~I:f'JJ.:i ~ ~~ l-'*i fiI.~ ]'J ~ :l~~ I'~ Ic{.)~ I :f.~':i::t: 1'1'1 :nli;l; ,.l-....1l.;! Ila'l'/.. :11=-:l~i"':1 ~-~'J ~n:l.__.~~}iiJl~\.'tj}.:u:ta =1:&1 :J:a :~':~_
\IG AnnuitY .Insurance Company.
'.0. Box 871; Amarillo. TX 79105-0871
\ Member of American International GrouP. Inc.
VENDOR NO.
OAS
POUCY NO.
OFJ243145
CHECK NO
11990012
62-35
u;HiU
. '..
THE BANK OF NEW YOfl!CIDELAWAREl
NEWARK,DElAWARf .
PAY THIS AMOUNT
** ONE HUNDRED SEVEN' THOUSAND SIX HUNDRED FORTY-FOUR. and 54/100 DOLLARS ***
$*.**..*107.644.54*
"*****MOT VALID BEFORE CHECK DATE
CHECK DATE 11/23105
VOID AFTER 180 DAYS
Two signatures required
if over $2~;OOO.OO
PAY
TO THE
ORDER
OF
ESTATE OF GENEVIEVE R MOR~AN
HOLLY E HANS, ADMINISTRATOR
OF THE ESTATE
1706 NEWTON RANSOM BlVD
~~