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Home My WebLink About12-07-06 December 5, 2006 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle PA 17013 Joel O. Sechrist, Esquire Attorney at Law 568 Old York Road Etters PA 17319 717 938-3396 Facsimile 717 938-9613 RE: Estate of Marjorie L. Morris No. 21-06-0577 To Whom It May Concern: Enclosed are two copies of the Pennsylvania Inheritance Tax return in regard to the above estate. Also enclosed is a check in the amount of $15.00 for the filing fee. JOS:lm PC: Lois A. Keller Very truly yours, ...-....-" C) ;:;0 -:::,26 '::'1:0 -,>r ~2.; gj "(f)~ CJC) (21~ :5 --I ).'2 ,....., c=> <= CJ'" c::J M ('"') I -..I -0 :x N .. .f:"" co :.1:) ITl C) (:J f:r;-~ j~n CJ (-) 'T:\ --n C") rn ~ 15056051058 REV-1500 EX( PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 1184-16-7725 106-19-2006 Decedent's Last Name Suffix I Morns I I (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name I Spouse's Social Secunty Number I FILL IN APPROPRIATE OVALS BELOW 41. 1. Original Retum OFFICIAL USE ONLY INHERITANCE TAX RETURN RESIDENT DECEDENT 0577 Year File Number Date of Birth 106-09-1921 Decedent's First Name I Ma~orie MI IE] Suffix I I Spouse's First Name I I MI 10 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS c::> 2. Supplemental Retum c::> 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required c::> 4. Limited Estate c::> c::> 4a. Future Interest Compromise (date of death after 12-12-82) c::> 7. Decedent Maintained a Living Trust (Attach Copy ofTrust) c::> 10. Spousal Poverty Credit (date of death c::> 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: 41. 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes c::> Name I Lois A Keller Finm Name (If Applicable) I Daytime Telephone Number I ~ City or Post Office lEtters State IPA ZIP Code I 117319 REGISTER ~~LLS USE~L Y "'. -rJ c:::l l"'U fT1 'IO ("'") --r--.f- 'S-rTl I H'C :.J:~ ;~ -..I -;:~~5 S~ -0 :J.l: DAi€iKED ~...? First line of address I c/o Joel O. Sechrist, Esquire Second line of address I 568 Old YorK Road .r- CD Correspondent's e-mail address: et PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 ---.J ~ --.J REV-1500 EX 15056052059 Decedent's Social Security Number Decedent's Name: Ma~orie Morris RECAPITULATION 184-16-7725 1. Real estate (Schedule A) 1. $0.00 2. Stocks and Bonds (Schedule B) 2. $5,132.01 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. $0.00 4. Mortgages & Notes Receivable (Schedule D) 4. $0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5. $3,423.01 6. Jointly Owned Property (Schedule F) c, Separate Billing Requested 6. $4,000.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 7. $0.00 (Schedule G) c, Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 8. $12,555.02 9. Funeral Expenses & Administrative Costs (Schedule H) 9. $11,106.50 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10. $2,078.95 11. Total Deductions (total Lines 9 & 10) 11. $13,185.45 12. Net Value of Estate (Line 8 minus Line 11) 12. ($630.43) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which 13. $0.00 an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. ($630.43) TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 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 0.045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE 18. 15. $0.00 16. $0.00 17. $0.00 $0.00 19. $0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 L- c::> Side 2 15056052059 --.J '~REV-150ci:EX Page 3 Decedent's Complete Address: DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Ma~orie Morris 184-16-7725 STREET ADDRESS 1291 Letchworth Road CITY I~TATE IZIP Camp Hill PA 17319 File Number 0010577 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount $0.00 Total Credits (A + B + C ) (2) $0.00 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) $0.00 (4) $0.00 (5) $0.00 (5A) (5B) $0.00 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; 0 181 b. retain the right to designate who shall use the property transferred or its income; 0 181 c. retain a reversionary interest; or 0 181 d. receive the promise for life of either payments, benefits or care? 0 181 2. If death occurred after December 12, 1982, did decedent transfer property within one 0 181 year of death without receiving adequate consideration? 0 181 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 181 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? 0 181 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. 99116 (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. 99116 (a) (1.1) (Ii)]. 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 zero (0) percent [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. 99116(1.2) [72 P.S. 99116(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. . 'REV-1502EJ("~ (6-98) I': l . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ma~orie Morris SCHEDULE A REAL ESTATE FILE NUMBER 0577 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Real Estate referred to in Article V of Last Will and Testament was transferred to Lois A. Keller more than one year prior to death of decedent TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $0.00 . ,REV-1503EX'+:<6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ma~orie Morris SCHEDULE B STOCKS & BONDS FILE NUMBER 0577 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. DESCRIPTION 34 Shares Prudential Common Stock at $75.64/share Dryden Municipal Bond VALUE AT DATE OF DEATH $2,571c76 $2,560.25 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) $5,132.01 .REV-1508 ~ . (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Marjorie Morris FILE NUMBER 0577 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. DESCRIPTION VALUE AT DATE OF DEATH $2,284.49 $227.27 $227.13 $684.12 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $3,423.01 . REV-1509 ~+ (6-98) '* SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marjorie Morris FILE NUMBER 0577 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Virginia L. Pae B. JOINTL y-oWNED PROPERTY: ITEM LETTER NUMBER FOR JOINT TENANT 1. A. DATE MADE JOINT DESCRIPTION OF PROPERTY Include name of financial institution and bank account number or similar identifying number. Attach deed for jointly-held real estate. TOTAL (Also enter on line 6, Recapitulation) (If more space is needed, insert additional sheets of the same size) $4,000.00 REV-1511 ~ +0(12-99) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marjorie Morris FILE NUMBER 0577 Debts of decedent must be reported on Schedule I. ITEM NUMBER AMOUNT A. FUNERAL EXPENSES: B. 1. 2. 3. 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Clerk of Orphans' Court - File Releases 8. Register of Wills - File Return 9. Register of Wills - Additional Fee TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) $11,106.50 REV-1512 E;< ~ (12-03) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ma~orie Morris FILE NUMBER 0577 Record debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT $1,765.85 $45.16 $99.44 $4.94 $47.81 $30.25 $85.50 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) $2,078.95 , REV-151:i B< + (9-00)) . SCHEDULE J BENEFICIARIES COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marjorie Morris FILE NUMBER 0577 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1. Lois A. Keller 1291 Letchworth Road Camp Hill PA 17011 2. Betty J. Caesber 8400 Murray Court Sanford FL 32771 Virginia L. Pae P. O. Box 304 Dauphin PA 17018 Kenneth M. Morris 71 Creekview Farms Shermansdale PA 17090 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- 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) $0,00 flistorical Stock Quotes - Historical Quotes - Historic Stock Quotes Page 1 of2 MAINTENANCE FEES I\Vr ':'5'llvrfr6\<b'lJ':::>~;:'3'''b(;,:;'r;'.;'1 "./ I'q ~',"'--< '<;-1 I ,1 , l l ~~::--..... I "'~'.~~~ .;:;;.. I~......?, ~::..A.':::::J, ; ~~~?JZi1.l:;;''L.. NEWS & COMMENTARY TO DAY'S VIDEO TIle PructIve F.dllwestor ....... ........ GET THE MOST fROM YOUR INVESTMENTS ::IO.OAY TRIAL CLICK HERE ~""'",.Mt " flIlIl................llt iIflroftMt"""",* ~....... <IC,""" """'ble ........ "''',''''' b.. ~ TRADING CENTER TO AMERITRADE. Trade free for 45 days. Get Quote: Symbol(s) a Find symbol Search: Keyword( Advanced MARKETS PERSONAL FINANCE I TOOLS & RESEAR( MUTUAL FUNDS & ETFS Historical Quote Enter Date: 06/19/2006 D Prudential Finllnc (NYSE) Delayed quote data PRU 77.85 +0.30 +0.39% Vol: 55, Historical Quote For: PRU Monday, June 19,2006 Closing Price: 75.15 Open: 75.98 High: 76.39 Low: 74.90 Volume: 1,488,100 PRU Dai 110' - fI1ttf! Illljt'IB~__\I~ Jun . 1'1 270+ lj Branch Offices -.~ ft'MioilV'Mt' Active Trader$ Fidelity ~ Ranked Highest in Investor Satisfaction Experience Trading at Your Level. Trade Smarter With Fidelity Site Index Archive I Help I Feedback I Membership I Premium Products m RSS I Pod casts I Company Info I Advertising Media Kit I Dow Jones Licensing Services Dow Jones Online Network WSJ.com I Barron's Online I BigCharts I Virtual Stock Exchange CareerJournal.com I CollegeJournal.com I OpinionJournal.com I RealEstateJournal.com I StartupJournal.com Copyright @ 2006 MarketWatch, Inc. All rights reserved. By using this site, you agree to the Terms of Service and Privacy Policy (updated 4/3/03). RXHIBIT FOR SCHEDULE B Historical Stock Quotes - Historical Quotes - Historic StoCl(Quotes Intraday data provided by Comstock, a division of Interactive Data Corp. and subject to terms of use. Historical and current end-of-day data provided by FT Interactive Data. More information on NASDAQ traded symbols and their current financial status. Intraday data delayed 15 minutes for Nasdaq, and 20 minutes for other exchanges. Dow Jones IndexesSM from Dew Jones & Company, Inc. http://www.marketwatch.comltools/quoteslhistorical.asp?siteid=mktw&symb=PRU&date... 10/18/2006 , Prudential ~ Financial Leslie Kaufman Project Manager Prudential Financial Prudential Mutual Fund Services LLC POBox 8098 Philadelphia, PA 19176 (800) 225-1852 www.prudential.com JOEL 0 SECHRIST ESQ ATTORNEY AT LAW 568 OLD YORK ROAD ETTERS PA 17319 Shareholder: Marjorie L. Morris Account Number: 3900091626 July 26, 2006 Dear Joel O. Sechrist: I am writing in reference to your recent correspondence regarding the mutual fund account registered in the name of MaIjorie L. Morris solely. As of June 19,2006, the value in the account was as follows: Dryden Municipal Bond - Insured Series Fund: Class A The account balance is determined by multiplying the total number of shares in the account by the Net Asset Value (price per share of the fund). Please keep in mind that the Net Asset Value of the fund fluctuates on a daily basis and therefore, the account value will also fluctuate. The accrued dividend as of June 19,2006 was $7.75. The total amount of dividends earned from January 1 through June 19,2006 was $44.40. I trust that this information has been helpful. In the event that you have questions or need further assistance, please do not hesitate to contact our Prudential Mutual Fund Service Center at 1-800-225-1852, Monday through Friday, 8:00am to 8:00pm, Eastern Time. U'IV D Leslie Kau/m~~~ Project Manager Exhibit for Schedule B o PNCBAN< July 28, 2006 Joel 0 Sechrist Attorney at Law 568 Old York Rd. Etters, Pa 17319 /scp RE: Estate of Matjorie L Morris (Deceased) SSN: 184-16-7725 DaD: 06-19-2006 Dear Mr. Sechrist: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5140254697 Established 01-01-1978 MARJORIE L MORRIS DaD balance: $272.12 + $0.01 accrued interest Interest paid 01-01-06 thru 06-19-2006 $0.20 YTD The decedent maintained RCA Account # 4003048110364471. For further information, please call 1-888-762-2265. Select option 1, then option 3 and then 0 (zero). After pressing zero, please remain on the line to speak to a Loan Service Representative. We do not have access to Loan information, you must contact the Loan Area at the above number for further assistance). Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~ -:l~ Erica L Schlegel 1-800-762-1775 P7-PFSC-04-F 500 First Ave. Pittsburgh PA 15219 Member FDIC Exhibit for Schedule E PSE(~ July 19,2006 Joel O. Sechrist, Esquire Attorney At Law 568 Old York Rd Etters, PAl 73 19 RE: Marjorie L. Morris, Deceased. PSECU Acct # 0184167725 Dear Mr. Sechrist: The account was opened on March 15, 1979. The Share accounts are held jointly by Ms Morris with Kenneth M Morris. The Loan was held individually by Marjorie L Morris. The following are the Date of Death Balances for Ms. Morris' account with PSECU: Account Date of Death Balances Interest Savings (SI) $ 2275.10 $ 9.39 Checking (S4) $ 226.76 $ 0.51 Loans: Visa Loan (L9) $ 1,623.44 $ 144.41 If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, then press 6, extension 3120. Sincerely, f::L~hr Service Advisor PSECU EXHIBIT FOR SCHEDULES E and I Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . 717.234.8484 . 800237.7328 . Mailing. Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . 717.777.2100 (TOO) . 800.472.1967 (TOO) This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender www.psecu.com CRYSTAL SPRING CAMP MEETING ASSOCIATION P.O. Box 17 Crystal Spring, P A 15536 July 13, 2007 To whom it May Concern: The average appraised value of cottage #608 would be about $8,000. If you have further questions please contact me at the above address. Sincerely, Ct~R. ~ 101m R. Akers, Secretary Board of Trustees -john & Ann Akers 207 Warrior Ridge St . . .. Everett PA 15537-6164 FIt{ - 6 ,f'].- S I tgt( Exhibit for Schedule J .- - .- '- r- I W W o v;::. = = C"-..I I-C{: g;~ , ~J U-__ l ) oC, ~;: ~f) ttJ=:: --l .c:- ; o:t.: ' O_r 0:::: o~: _! o Q) CIl ;:3 ~ o U O~ CIl 3 ;:3 rrl ::::: 0 0"..... ._ r/:J. 0 ~u t'-- ~Q)"", ~~;g< l-<-iJ~ 2 ~ t::: Q) .~ .D~ ~ Cij OJ) 0 ;.::: B U &'l .....U.....U .- .- w..J C) 0~ t~, :0" o ~L/ L.__.l 5~~ ~;1 ......- en ..::r .. N x: 0- ~ 'S 0" CIl ~ ~ ~ ti~~O\ .- ~ ..... 13,.J~~ u _ 0..... ~ ~><< . Q) ~ ~ o S..... 0 ~ - 0 ~ ~ ~ ~ ~ ~.......l/')~