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Home My WebLink About12-01-06 -I FILE NO. 2006-00416 15056041125 REV -1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Hanisbura. PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year 2 1 0 6 File Number o 4 1 6 Date of Birth 16426 396 6 04262 0 0 6 09041912 MORGAN ANNA MI E Decedenfs Last Name Suffix Decedent's First Name (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [&J 1. Original Return D 4. Limited Estate [&J 6. Decedent Died Testate (Attach Copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach Copy of Trust) D 10. Spousal Poverty Credit (date of death D 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number D o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes DAVIDHRATTIGANESQ Firm Name (If Applicable) 570 622 593 3 REGIS~OF WILLS U~LY _ C C7" _0 -.,.,..0 ::0 ~ ~""-~ :0 0 rT1 '- ./ '-:-.:1 -0 r'1 G) 0 ~n :r: ("") n D'S :::n '. ;:])>1 I ..! CJ c, 2m f"l rn :i: CJ3 ~ :':;:':1 CJ ,,)(o.JO > (;~~ ': -) 11 ..... , _- ..,.., :') c .....~- - ~- ::D \.0 ~ M ::;gJATE FILED.. C,) Q ~ " W ILL I A M SON F R lED B ERG First line of address JONESLLC Second line of address TENWESTWOODROAD City or Post OffIce State ZIP Code POT T S V ILL E P A 17901 NEW BLOOMFIELD DATE POTTSVILLE PLEASE USE ORIGINAL FORM ONLY PA 17901 Side 1 L 15056041125 15056041125 --.J .-J 15056042126 REV-1500 EX Decedent's Name: ANNA E. MORGAN RECAPITULATION 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 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. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) D Separate Billing Requested . . . . . ., 6. 7. Inter-Vivos Transfers & Miscellaneous N.2D;Probate Property (Schedule G) U Separate Billing Requested. . .., .. 7. 8. Total Gross Assets (total Lines 1-7) ........................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . 10. 11. Total D8ductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 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. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.O _ 16. Amount of Line 14 taxable at lineal rate X .00L 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 4 1 0 6 4 4 16. 17. . 18. 19. Tax Due .. . . . . .. . . . . . . . . . . . . . .. . . . . . . . . .. . . . . . . . .. .. . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042126 Decedent's Social Security Number 164263966 2 4 4 8 0 0 1634709 1879509 1 0 9 4 3 7 1359428 1468865 4 1 0 6 4 4 4 1 0 6 4 4 1 8 4 7 9 1 8 4 7 9 D 15056042126 -.J REV-1500 EX Page 3 .Decedent's Complete Address: File Number DECEDENrs NAME ANNA E. MORGAN STREET ADDRESS 100 MT. ALLEN DRIVE CITY I STATE I ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Une 19) (1) 2. CrednS/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 184.79 Total Credits (A + B + C) (2) 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty T otallnterestlPenalty ( 0 + E ) (3) 4. If Une 2 is greater than Une 1 + line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Une 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 0.00 184.79 B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (5A) (5B) A. Enter the interest on the tax due. 184.79 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ...................................................................... D l&l b. retain the right to designate who shall use the property transferred or its income; ............................... D l&l c. retain a reversionary interest; or ................................................................................................ D l&l d. receive the promise for life of either payments, benefits or care? ....................................................... D l&l 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .... ....................... ....... ......... ........... .... ............................. D I&l 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her'death? ......... D I&l 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .......... ..... .... ..... ............ ................... .................. ............ ..... .... .... D I&l 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. ~9116 (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 (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot 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) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [72 P.S. ~9116(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. REV-1503 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE. STOCKS & BONDS ESTATE OF ANNA E. MORGAN FILE NUMBER All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION MetLife, Inc., stock, 48 shares @ $51.00 (Exhibit B-1 ) VALUE AT DATE OF DEATH 2,448.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 2 448.00 Historical Quotes: Charting Tools for Looking Up a Security's Exact... http://bigcharts.marketwatch.com/historical/default.asp?detect= 1 &s... This Historical Quotes tool allows you to look up a security's exact dosing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. III Volume: 51.00 50.14 51.36 50.14 2,873,300 Go To Charting ... ~ II Enter Symbol: t ' Enter Date: /26/06 ~,,~! .,=,.,,,,,.,,,,,,.,,,,..,.,,,,=,""'",,,,..,;,...,,..... .. ,. ...............-.... "" ..._~.. MetUfe Inc VVednesday, April 26, 2006 Closing Price: Open: High: Low: No Splits 2-Month Dally Chart of Metlife Inc SPONSORED UNKS Hot 1000IY.+ Stock Picks at The Stockster We've already had 2 picks in 2006 go for 1000%+ gains in daysl www.thestockster.com Get This Week's Stock Market Outlook Get daily stock picks from Trend7.com. Trend7.com Buying Stocks for $7 at Scottrade No share limit. No inactivity fee. Fast/accurate executions. Buy stock www.scottrade.com Forex.com - Free 25K Practice Account Try forex trading risk-free for 30 days. Real time charts, research. www.forex.com Buy Stocks at $3 Sign up today and get $1 tradesl No minimums. Free charts and quotes. www.soaoinvest.com J Learn more about the next steD beyond mutual funds (hade's Scortfacle : .".f FidL"lilY W'lln ml'n1 VYI'i'k~i fRrr~: 1"1plt ~'.I.Llf Exhibit B-1 0/11 noo/;. 1.10 01\Jr REV-1508 EX + (6-98) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANNA E. MORGAN FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntJy-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 16,072.79 Community Banks, checking account 2. Capital Blue Cross, refund 274.30 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 16.347.09 REV-1511 EX+ (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANNA E. MORGAN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Buffington-Reed Funeral Home, balance owed on pre-paid funeral 84.37 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) SocIal Security Numbe~s)IEIN Number of Personal Representative(s) Street Address City State Zip Yea~s) Commission Paid: 2. Attorney Fees Williamson, Friedberg & Jones, LLC 900.00 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 110.00 5. Accountants Fees 6. Tax Return Prepare~s Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 1 094.37 (If more space Is needed, Insert additional sheets of the same size) REV-1512 EX + (12-03) *' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANNA E. MORGAN FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Messiah Village Assisted Living Facility VALUE AT DATE OF DEATH 12,442.92 2. Alert Pharmacy Services 708.43 3. Specht & Co., 2005 tax preparation 45.00 4. Cabinet refinishing 75.00 5. Williamson, Friedberg & Jones, LLC, professional services 322.93 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 13.594.28 REV-1513EX'* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANNA E. MORGAN SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS pnclude oU~ht s~usal distributions. and transfers under Sec. 9116 (a (1. )] 1. Michael S. Morgan Lineal 3701 Colony Club 1/7 of 1/3 Real Estate Arlington, TX 76016 1/8 Residuary Estate 2. Thomas A. Morgan, cia Kay Morgan Lineal 351 Carver Drive 1/7 of 1/3 Real Estate Bethlehem, PA 18017 1/8 Residuary Estate 3. Dr. Jeffrey P. Morgan Lineal 150 Bypass Road 1/7 of 1/3 Real Estate. Barnesville, GA 30204 1/8 Residuary Estate 4. Paula R. Carroll Lineal 699 Brown Bear Court 1/7 of 1/3 Real Estate Winter Springs, FL 32708 1/8 Residuary Estate 5. Steven Carlton Lineal 1307 Bellaire Circle 1/7 of 1/3 Real Estate Orlando, FL 32804 6. Donna Schmidinger Lineal Tore Kovsgatan 79, 25247 1/4 of 1/3 Real Estate Helsingborg, Sweden 7. David Morgan Lineal Fisher's Ferry, Box 85B 1/4 of 1/3 Real Estate Sunbury, PA 17801 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART n - 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) Continuation of REV-1500 Inheritance Tax Return Resident Decedent ANNA E. MORGAN Decedent's Name Page 1 21 06 File Number Schedule J - Beneficiaries - 1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. Heidi Prayon Lineal 15216 Sovereign Place 1/4 of 1/3 Real Estate Chantilly, VA 20151 9. Sarah Morgan Lineal 8410 Fenwick Avenue 1/4 of 1/3 Real Estate Tampa, FL 33647 10. Mark Carlton Lineal 1649 Thistlewood Drive 1 n of 1/3 Real Estate Washington Crossing, PA 18977 11. Todd Carton, c/o Kay Morgan Lineal 351 Carver Drive 1 n of 1/3 Real Estate Bethlehem, PA 18017 12. Judy Weber Lineal R.D. #2 1/3 of 1/3 Real Estate Ashland, PA 17921 13. Sandra Moll Lineal 507 Village Drive 1/3 of 1/3 Real Estate North Wales, PA 19454 14. Beth Smink Lineal 1100 Valley Forge 1/3 of 1/3 Real Estate Landsdale, PA 19446 15. Donald R. Morgan Lineal 344 Soule Road 1/2 Residuary Estate New Bloomfield, PA 17068 ,., "'"":......I.IlIlIl\W'U.'~MIllUAWlLII<K.' LAST WILL AND TESTAMENT. ANNA E. MORGAN of 909 East Main Street, Hegins, Schuylkill County, Pennsylvania, 17938, being of sound mind, memory and understanding and considering the uncertainty of life, do hereby make, publish and declare this to be my Last Will and Testament; hereby making null and void all prior wills and codicils thereto, by me heretofore made~ FIRST I direct that all my debts, including the expenses of my last illness, and funeral expenses be paid as soon after my death as may conveniently be done. SECOND I direct that my home shall be sold and the net proceeds from the sale of the real estate, after the payment of all expenses in connection with the sale of the real estate and any inheritance tax payable by my estate with respect to the value of the real estate, shall be divided in three (3) equal shares as follows: ~. A one-third (1/3) share to DONNA SCHMIDINGER, DAVID ~ MORGAN, HEIDI PRA YON and SARAH MORGAN; ~ . A Dne-third (1/3) share to MICHAEL S. MORGAN, ~ THOMAS A. MORGAN, JEFFREY P. MORGAN and PAULA R. I CARROLL, STEVEN CARL TON, MARK CARL TON and TODD ~ CARLTON; and ~ A one-third (1/3) share to SANDRA MOLL, JUDY WEBER .~ . --~ iIDilBETHSMIl'lK:-u_-~.---~.u --- -- --.- - -------- .- ------- ~ f " . ~ ~ .~ lUll JMJ:\WI...o-DlIR\Wu....w.K..UAWILUCX.: The inheritance tax payable with respect to the real estate shall be paid out of the proceeds of the sale of the real estate and shall not be paid out of my residuary estate, I appoint HEIDI PRA YON guardian of any funds that pass to SARAH MORGAN with those funds to be held by her for SARAH with the principal and income to be distributed when she attains the age of majority. The guardian shall not be required to post bond or file accountings. THIRD I give, devise and bequeath all the rest, residue and remainder of my estate as follows: To DONALD R. MORGAN, a one-half (1/2) share; and To MICHAEL S. MORGAN, THOMAS A. MORGAN, JEFFREY P. MORGAN and PAULA R. CARROLL, a one-half (1/2) share, share and share alike. FOURTH I nominate, constitute and appoint DONALD R. MORGAN, as Executor of this my Last Will and Testament. In the event that he does not survive me, or if he renounces, resigns, or is otherwise unable to act as Executor, I nominate, constitute and appoint MICHAEL S. MORGAN and DAVID A. MORGAN, as Co-Executors of this my Last Will and Testament. My Executors shall not be entitled to receive Executor's Commission for serving as Executors but shall be entitled to reimbursement for expenses that they incur in performing their duties as Executors, including but not limited to reimbursement for travel, mileage, . telephone and the like, and including but not limited to travel for their trip home 2 .'''1 )l91IJ;lMNlJ)loDlIR\Wn.LWoKlI.OAWILUC)(' for the funeral and the initial dealings with probating the Will shortly after my death. IN WITNESS WHEREOF, I, ANNA E. MORGAN, have to this my Last Will and Testament, consisting of three (3) pages, set my hand and seal this /['+h day of 0 ci-vbe ( , 1998. U?~l"v 7. :7?2tnr ANNA E. MORGAN SIGNED, SEALED, PUBLISHED and DECLARED by ANNA E. MORGAN, the Testatrix above named, as and for her Last Will and Testament, in the presence of ~s, who at her request, in her presence and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. 3 COMMONWEALTH OF PENNSYL VANIA COUNTY OF SCHUYLKILL On this, the 15th day of October, 1998, before me, the undersigned officer, personally appeared DAVID H. RATTIGAN, ESQUIRE, known to me or satisfactorily proven to be a member of the bar of the Highest Court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgement and affidavit were signed by the Testatrix and witness. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~) COMMONWEALTH OF PENNSYLVANIA :SS. COUNTY OF SCHUYLKILL I, DAVID H. RATTIGAN, one of the witnesses, whose name is signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that I was present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that the Testatrix signed willingly and executed as her free and voluntary act for the purposes therein expressed; that each subscribing witness in hearing and sight of the Testatrix signed the will as a witness; and that to the best of my knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to and affirmed to and subscribed to before me by DAVID H. RATTIGAN, Witness, this 15th day of October, 1998. I DAVID H.RATTIGAN A Member of the Bar of . Court of Pennsylvania .-......-.....--........ ..---.. .----l-31A\\~t--. ....---....-... ... --.- COMMONWEALTH OF PENNSYLVANIA :SS. COUNTY OF SCHUYLKILL I, RUBY L. MORGAN , one of the witnesses, whose name is signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that I was present and saw the Testatrix sign and execute the instrl.1:ment as her Last Will and Testament; that .the Testatrix signed willingly and executed as her free and voluntary act for the purposes therein expressed; that each subscribing witness in hearing and sight of the Testatrix signed the will as a witness; and that to the best of my knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to and affIrmed to and subscribed to before me by RUBY L. MORGAN , Witness, this 15th day of October, 1998. ~ ~m ' - . - v~(7\ IJ---~CUrv . Itness ( _ J" " ~J~ DAVID H. RA TTIGAN~" QUIRE A Member of the Bar oft .; Highest Court of Pennsylvania COMMONWEALTH OF PENNSYLVANIA :88. COUNTY OF SCHUYLKILL I, ANNA E. MORGAN, Testatrix, whose name is signed to the . . attached or foregoing instrument, having been duly qualified according to .law, do hereby acknowledge that I have signed and executed the instrument as my Last Will and.Testament; that I signed it as my free and voluntary act and for the purposes therein expressed. Sworn to or affixed and acknowledged before me, by ANNA E. MORGAN, the Testatrix, this 15th day of October, 1998. /?~ C. ~ ANNA E. MORGAN :j/ DAVID H. RATTIGAN, A Member of the Bar of Court of Pennsylvania