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Home My WebLink About05-17-06 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF GENEVIEVE R. MORGAN : aIkIa GENEVIEVE A. MORGAN, DECEASED ORPHANS' COURT DMSION NO. 21-05-0908 FIRST AND FINAL ACCOUNT OF HOLLY E. HANS, EXECUTRIX OF THE ESTATE OF GENEVIEVE R. MORGAN aIkIa GENEVIEVE A. MORGAN LATE OF BOROUGH OF CARLISLE CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: Letters Testamentary Granted: Letters Advertised: Sentinel- Cumberland Law Joumal- Account Stated as Final October 2, 2005 October 14, 2005 October 24, 31 and November 7, 2005 October 28, and November 4, 11, 2005 SUMMARY & INDEX PRINCIPAL PAGE Receipts 2&3 852,526.82 Conversions (Gain) or (Loss) 0.00 Less Disbursements 4, 5 &6 180.929.00 Balance Before Distributions Distributions to Beneficiaries 671,597.82 0.00 Principal Balance Remaining 671,597.82 INCOME Receipts Less Disbursements 4 6 6,891.53 - 0.00 Income Balance Remaining 6.891.53 COMBINED BALANCE REMAINING 678.489.35 PRINCIPAL RECEIPTS 2005 10/14 M & T Bank - proceeds - Checking Account #1195956 511.55 10/14 M & T Bank - proceeds - Savings Account #15004202072390 18,70193 10/14 U.S. Government Series EE Bonds Nos. 2233557, 2233558 & 2233559 - $10,000.00 denomination each 31,728.00 10/14 Sovereign Bank - proceeds - Checking Account #1671005732 120,606.00 10/14 Sovereign Bank - proceeds - Money Market Account #1671014804 45,845.84 10/14 Sovereign Bank - proceeds - Certificate of Deposit #1675533440 30,650.08 10/20 Wachovia Bank - proceeds - Checking Account #1010083586909 33,905.43 11/2 American Home Bank - proceeds - Certificate of Deposit #290001645 10,193.80 11/2 American Home Bank - proceeds - Certificate of Deposit #290001789 10,152.88 11/2 American Home Bank - proceeds - Certificate of Deposit #290001447 5,128.53 11/2 American Home Bank - proceeds - Certificate of Deposit #290001527 5,116.28 11/7 Wachovia Bank - proceeds - IRA #257400090712318 11,411.26 11/14 Larry D. & Sandra L. Lebo - Down Payment - Sale of Real Estate- 555 W Penn Street, Carlisle, PA 17013 9,800.00 11/14 Mary Jane Troutman - proceeds - Sale of 1997 Pontiac Auto 5,100.00 11/14 Public Sale - personal property - net proceeds 3,848.00 12/12 Sovereign Bank - proceeds - Close Checking Account #1671005732 2,830.27 12/19 Larry D. & Sandra L. Lebo - Net balance - Sale of Real Estate - 555 W. Penn Street, Carlisle, P A 17013 82,828.64 2 12/19 Reliance American Government Bond Fund - proceeds - Account #5143529930 29,375.29 12/19 AIG Annuity Ins. Co. - proceeds - Annuity Policy #OFJ243145 107,644.54 12/19 VanCampen US Mortgage Fund Class A - proceeds - Account #40/215874 130,625.94 12/19 Met Life Ins. Co. - proceeds - 48 Shares common stock 2,429.25 12/19 Met Life Ins. Co. - proceeds - Policies Nos. 6142269M & 117180860 4,306.24 12/20 Sovereign Bank - proceeds - Misc. distribution 7.38 2006 2/24 Penn National Ins. Co. - Insurance refund 158.00 2/24 Tyco International - proceeds - 444 shares common stock 11,015.10 2/24 Carlisle Companies - proceeds - 1880 shares common stock 132,268.27 2/24 Sovereign Bank - proceeds - 123 shares common stock 2,671.16 2/24 Sprint - Account refund 2.36 4/5 M & T Bank - proceeds - Close Checking Account #1195956 3,606.21 4/21 Sovereign Bank - proceeds - Close Brokerage Account #M51-184381 39.59 4/30 Commonwealth ofPA - Income Tax Refund 19.00 Total Principals Receipts 852,526.82 3 INCOME RECEIPTS 2005 12/19 VanKampen Fund - Dividend 499.80 12/19 VanKampen Fund - Dividend 499.72 12/19 Tyco International - Dividend 44.40 12/19 Carlisle Companies - Dividend 470.00 2006 1/10 Orrstown Bank. - Interest - Estate Checking Account 923.23 2/12 Orrstown Bank. - Interest - Estate Checking Accmmt 1,211.46 2/24 Tyco International - Dividend 44.40 3/6 Met Life Ins. Co. - Dividend 24.96 3/12 Orrstown Bank. - Interest - Estate Checking Account 1,147.12 4/10 Orrstown Bank. - Interest - Estate Checking Account 1,324.91 4/30 Orrstown Bank. - Final Interest - Estate Checking Account 701.53 Total Income Receipts 6,891.53 PRINCIPAL DISBURSEMENTS 2005 10/22 Penn National Ins. Co. - Homeowner's Insurance 70.00 10/24 Hoffman-Roth Funeral Home - Services for Funeral 8,852.50 1 0/31 Green's Painting - Invoice for house painting - 9/05 771.35 11/1 MBNA Amer. Bank. - Credit Card Balance 889.29 11/13 Borough of Carlisle - Water & Sewer 55.71 4 11/13 Carlisle Country Club - Funeral Brunch 1,010.14 11/14 Holly E. Hans - Executrix's travel & lodging expenses 1,149.13 11/14 Wolfe & Shearer Appraisal Service - Real Estate Appraisal 250.00 12/02 Carlisle Memorial Service - Grave marker & lettering 970.00 12/02 Rowes Auction Service - Personal Property Auction Service 2,161.00 12/12 Bartlett Tree Experts - Invoice - Tree work 243.60 12/13 Hoffinan-Roth Funeral Hom e- Funeral Services 111.05 12/19 Register of Wills, Agent - On Account - P A Inheritance Tax 93,000.00 12/19 Holly E. Hans - Executrix Expense 121.60 2006 2/19 Geisinger Medical Center - Invoice 18.80 3/27 United States Treasury - 2005 Form 1040 Income Tax Due 3,450.00 4/3 Register of Wills, Agent - Balance, P A Inheritance Tax 22,165.32 4/12 Holly E. Hans - Partial Executrix Fee, On Account 11,595.00 4/12 Register of Wills - Additional Probate Costs 470.00 4/20 Landis & Black - Reimburse - Advance Probate Costs 412.51 4/20 Landis & Black - ParticaI Attorney's Fee, On Account 7,550.00 4/20 Boyer & Ritter - CPA fees for Form 1040 Tax Return 175.00 5/2 Holly E. Hans - Partial Executrix Fee, On Account 8,962.50 5/2 Landis & Black - Partial Attorney Fee, On Account 7,381.50 5 RESERVED Holly E. Hans - Balance - Executrix Fee Landis & Black - Attorney's Fee Form 1041 Income Taxes and Accountant Fees Closing & filing costs Total Principal Disbursements 2,632.50 2,460.50 2,500.00 1.500.00 180,929.00 INCOME DISTRIBUTIONS Total Income Distributions 00.00 00.00 n 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 FffiST: 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. / )#1 ! lnlti:ll" h. 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 distributed in accordance with this paragraph. POWERS OF EXECUTOR FIFTH: 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 if any 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. ~l Imtla S HEADINGS NINTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. I have signed this will this .2/ _1Jt LD day of .5iEprE M ~R. , 2005. ~) ~-'<. K ~4~ / Genevieve R. Morg n fZ$J(l(};t~ Witness {:;PukJ a. 1zJ~ 'EA+-. (j <' itntfss ACKNOWLEDGMENT and AFFIDA VIT COMMONWEALTH OF PENNSYL VANIA ) COUNTY OF CUMBERLAND SS. ) We, Genevieve R. Morgan, the Testatrix in and the undersigned witnesses to the will, the 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