HomeMy WebLinkAbout07-11-07 (2)
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15056041147
REV-1500 EX (06-05)
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
OFFICIAL USE ONLY
county Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
FOe Number
0154
Date of Birth
204016864
01182007
07171911
Decedent's Last Name
Suffix
Decedent's First Name
THRONE
EVA
MI
L
(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
I!] 1. Original Return
9. Litigation Proceeds Received
o
o
o
o
4a. Future Interest Compromise
(date of death aftar 12-12-82)
2. Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
o
[K]
[J
4. Limited Estate
6. Decedent Died Testate
(Attach Copy of Will)
7 Decedent Maintained a Living Trust
. (Attach Copy of Trust)
8. Total Number of Safe Deposit Boxes
10 Spousal Poverty CredO (date of death
. between 12-31-91 and f-1-95)
o
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JERRY A. WEIGLE ESQUIRE 7175327388 ~
=
Firm Name (If Applicable)
City or Post Office
SHIPPENSBURG
State
PA
ZIP Code
17257
:t'l
REGISTER.'O~LLS UtE,.ONL ~
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~TE FILED ~
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WEIGLE
&
ASSOCIATES.
P.C.
First line of address
126
EAST
KING
STREET
Second line of address
~'"
-'-
Correspondent's e-mail address:
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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
v e~-^ ?y/.?J{ aA})"'Jo~
ADDRESS
Cinda M. Markley
Jerry A. Weigle Esquire
126 East King Street, Shippensb
Side 1
L
15056041147
15056041147
--.Jco
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF
Throne, Eva L.
FILE NUMBER
21.{j7.{j154
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.
Signature #2
v
Name
Add ress 1
Address2
City, State, Zip
Annvllljt, PA 17003
Y~7
Date
...J
],SOSb042],48
REV-1500 EX
Decedent's Name: E vaL. T h ro n e
Decedent's Social Security Number
204016864
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 Non-Probate Property
(Schedule G) D Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
298 25
12,760 69
13,058.94
9,527 34
391 76
9,919 10
3,139 84
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 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.
16.
Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X ~ 0 00
Amount of Line 14 taxable
at lineal rate X .045 3 , 139 84
Amount of Line 14 taxable
at sibling rate X .12 0 00
Amount of Line 14 taxable
at collateral rate X .15 0 00
18.
15.
16.
17.
17.
18.
19. Tax Due...... ..................................... ................................ ...................... ............... ..... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
3,139.84
o 00
141 29
o 00
o 00
141 29
D
15056042],48
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Eva L. Throne
STREET ADDRESS
201 Kerrsville Road, Carlisle
File Number 21-07 -0154
CITY
i STATE
Carlisle
PA
'ZIP------------ ---
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
141.29
130.00
6.84
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2) 136.84
TotallnterestlPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box 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.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(58)
4.45
4.45
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 [!]
b. retain the right to designate who shall use the property transferred or its income;.................................... [J [!]
c. retain a reversionary interest; or.................................................................................................................. D [!]
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?........... ............................................................................................................ [J [!]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D [!J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?............................... ............ ..... ........................................... ...................... .... [J [!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 .5. 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.
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Rev-1608 EX+ (8-911
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Throne, Eva L.
FILE NUMBER
21-07-0154
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolntly-owned with the right Of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 U. S. Treasury - 2006 federal income tax refund
VALUE AT DATE
OF DEATH
30.00
2 Capital Blue Cross - refund
268.25
TOTAL (Also enter on Line 5, Recapitulation)
298.25
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
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Rev-1509 EX+ (6-98)
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SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMO~THOFPENNSVLVAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Throne, Eva L.
FILE NUMBER
21-07-0154
ESTATE OF
If en e..et wee mede Joint within one yeer of the decedent's dete of deeth, It must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Cinda M. Markley
ADDRESS
RELATIONSHIP TO DECEDENT
Daughter
Box 439
Carlisle, PA 17013
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT ~ATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR ALUE OF ASSET INTEREST DECEDENrSINTEREST
JOINTL V-HELD REAL ESTATE.
1 A 3/22/1996 Members First Federal Credit Union 5,000.00 50.000% 2,500.00
Certificate of Deposit #107233-41 -
opened 11-20-06, rolled over from
Certificate #107233-40 opened 3-22-96,
joint with Cinda Markley, daughter
A 3/22/1996 Accrued income on Item 1 through date 11.39 50.000% 5.70
of death
2 A 3/14/1989 Members First Federal Credit Union 967.14 50.000% 483.57
Checking Account - #107233-11 opened
2-3-03 joint with Cinda Markley, daughter
3 A 3/14/1989 Members First Federal Credit Union 2,488.58 50.000% 1,244.29
Investment Savings Account -
#107233-050pened 4-11-96 joint with
Cinda Markley, daughter
A 3/14/1989 Accrued interest on Item 3 through date 0.29 50.000% 0.15
of death
Total of Continuation Schedule ~ee attached page
TOTAL (Also enter on Line 6, Recapitulation) 12,760.69
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
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Rev.1509 EX+ (6.98)
.
SCHEDULE F
JOINTLY -OWNED PROPERTY
continued
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Throne, Eva L.
FILE NUMBER
21-07-0154
ESTATE OF
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY % OF
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET DECD'S VALUE OF
TENANT JOINT JOINTLY-HELD REAL ESTATE. INTEREST DECEDENT'S INTEREST
4 A 3/14/1989 Members First Federal Credit Union 27.04 50.000% 13.52
Regular Savings Account - #107233-00
opened 3-14-89 joint with Cinda Markley,
daughter
5 A 8/27/1993 Sovereign Bank Certificate of Deposit 17,000.00 50.000% 8,500.00
#2895373237 - opened 8-27-93 joint with
Cinda M. Markley, daughter
A 8/27/1993 Accrued income on Item 5 through date 26.92 50.000% 13.46
of death
TOTAL (Also enter on Line 6, Recapitulation) 12,760.69
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule F (Rev. 6-98)
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REV-1151 EX+ (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Throne, Eva L.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07 -0154
ESTATE OF
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
ALL FUNERAL EXPENSES, ADMINISTRATIVE COSTS, FEES, TAXES,
AND DEBTS OF DECEDKlIT WERE PAID OUT OF JOINT ASSETS.
See continuation schedule(s) attached
8,260.49
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s} Commission paid
State Zip
2.
Attorney's Fees
Weigle & Associates, P.C.
750.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills, Cumberland County
117.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
399.85
TOTAL (Also enter on line 9, Recapitulation)
9,527.34
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
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Rev-1502 EX+ (6-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Throne, Eva L.
FILE NUMBER
21-07-0154
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Hoffman-Roth Funeral Home
8.260.49
Subtotal
8.260.49
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
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Rev-1502 EX+ (6-98)
.
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Throne, Eva L.
FILE NUMBER
21-07-0154
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland Law Journal - advertising Letters Testamentary
75.00
2
Linda K. Klein - notary fee
20.00
3
Register of Wills, Cumberland County - filing PA Inheritance Tax Return
15.00
4
Register of Wills, Cumberland County - filing Family Settlement Agreement
75.00
5
Register of Wills, Cumberland County - Short Certificate
4.00
6
The Sentinel - advertising Letters Testamentary
187.85
7
Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long
distance telephone calls
23.00
Subtotal
399.85
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
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Rev.1512 EX+ (6.98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Throne, Eva L.
FILE NUMBER
21-07 -0154
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Cinda Markley - reimbursement for fuel oil paid for decedent
VALUE AT DATE
OF DEATH
134.64
2 Joyce Palm - 2006 income tax preparation
15.00
3 Members First Federal Credit Union Checking Account - checks clearing after date
of death
242.12
TOTAL (Also enter on Line 10, Recapitulation)
391.76
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV-1513 EX+ (9-00)
.
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Throne, Eva L.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not US! Trustee/al
FILE NUMBER
21-07-0154
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
1
Cinda M. Markley
211 Kerrsville Road
Carlisle, PA 17013
Daughter
Joint Assets
3,139.84
2
Bonnie M. Sheaffer
2 Patton Road
Annville, PA 17003
Daughter
Total 3,139.84
Enter dollar amounts for distributions shown above on lines 5 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
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
.. ..
"
IAST WILL AND TESTAMENT
l
I, EVA L. THRONE, of West pennsboro Township, Cumberland
County, Pennsylvania, declare the following to be my last
Will and Testament, hereby revoking all former Wills and Codici+s
heretofore made by me.
ITEM I. I direct my Executor hereinafter named to pay
all my just debts and funeral expenses as soon after my death
as may be convenient.
ITEM II. I devise and bequeath my entire estate, of
every kind and nature and wherever situate, to my husband,
JOHN C.THRONE, provided he shall survive me by thirty days.
ITEM III. Should my said husband predecease me or fail
to survive me by thirty days, I devise and bequeath my entire
estate, o.f every kind and nature and wherever situate, to my
chi 1dren, CINDA MARKLEY and BONNIE SHEAFFER. The share of
~~......~..~...' ';;!l...~....~
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this ~ day of vI~
, 1979.
~/V~ ::J ~~
Eva L. Throne
Signed, sealed, published and declared
by the above-named Testatrix, Eva L. Throne,
as and for her last Will and Testament, who,
in our presence, at her request, in her
presence and in the presence of each
other, have hereunto subscribed our names
as attesting witnesses:
~-"A.)~~~~~
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,
(SEAL)
'<
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
SS.
I,
EVA L. THRONE
, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my last Will; that I signed it
willingly; and that I signed it as my free and voluntary act
for the purposes therein expressed.
t /U~ 1. 'j'~JL0-r4.
Eva L. Throne
Sworn and Subscribed to
before me this c2 day
Oh~ ,~79.
"'~.~.
ANNi: IVi. i,A./'-.. <'-,'_/:.<:1"Y I l~Dil.::
6arllsle Cumbo Co. Penna.
i\iJv CommiSsj{A: ,:~.r.;.'rc", JUtlr .14 ~_.
lur
..
~
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND
We, .~L~JJL~6r, and ~/~
witnesses whose names are signed to the attached or foregoin9
the
instrument, being duly qualified according to law, do depose
and say that we were present and saw Testatrix sign and execute
the instrument as her last Will, and that she signed willingly
and that she executed it as her free and voluntary act for the
purposes therein contained; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses; and that
to the best of our knowledge, the Testatrix was at that time
18 or more years of age, of sound mind and under no constraint
or undue influence.
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CODICIL TO LAST WILL AND TESTAMENT OF
EVA L. THRONE DATED JULY 2, 1979
I, EVA .L. THRONE, of R. D. 4, West Pennsboro Township, Carlisle, Cumberland
County, Pennsylvania, being of sound mind, memory and disposition, having made my
Last Will and Testament dated July 2, 1979, do hereby make, publish and declare this
to be a Codicil to my said Last Will and Testament.
FIRST.
I hereby delete ITEM V of my said Last Will and Testament and substitute the
following:
I hereby nominate, constitute and appoint my daughters, CINDA M. MARKLEY, of
R. D. 4, Box 439, Carlisle, Pennsylvania, and BONNIE M. SHEAFFER, of R. D. 3,
Annvi11e, Pennsylvania, or the survivor of them as CO-EXECUTRICES OF MY SAID
Last Will and Testament.
SECOND. I hereby ratify and confirm my said Last Will and Testament except insofar
as any part thereof is revoked or modified by this Codicil.
IN WITNESS WHEREOF, I, EVA L. THRONE, have to this, a Codicil to my Last Will
and Testament dated July 2, 1979, subscribed my name and set my seal this rtt day of
January, 1987.
g/V"CL i ~./Ll~
(SEAL)
MARK. WEIGLE AND PERKINS - ATTORNEVS AT LAW _ 115 EAST KING STREET - SHIPPENSBURG, PA. 17257
."
This instrument was by the Testatrix, Eva L. Throne, on the date hereof, signed,
published and declared by her to be a Codicil to her Last Will and Testament dated
July 2, 1979, in our presence, who at her request and in her presence and in the
presence of each other, we believing her to be of sound and disposing mind and
memory, have hereunto subscribed our names as witnesses.
~~ fl. ~ ,-J)~
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SSe
I, EVA L. THRONE, the Testatrix whose name is signed to the foregoing Codicil,
having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as a Codicil to my Last Will; that I signed it willingly;
and that I signed it as my free and voluntary act for the purposes therein expressed.
~
t~~
Sworn or affirmed to and acknowledged
before me by Eva L. Throne, the Testatrix,
this ft:1. day of January t 1987.
.YlJ~c. ~
. Me .'.
SblJ)P'l~~i:g ~.. Notary PubIrc
My COniml' ~A CUmberllllld eo....,
.. 011 &Pl. July ~, 18llO
MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET _ SHIPPENSBURG, PA. 17257
..
COMMONWEAL TH OF PENNSYLVANIA
SSe
COUNTY OF CUMBERLAND
We,
~~ "n. ~\.~tlJ..~
and
;:L~ y y~
the witnesses whose names are signed to the foregoing instrument, being duly quali-
fied according to law, do depose and say that we were present and saw Testatrix, EVA
L. THRONE, sign and execute the instrument as a Codicil to her Last Will; that she
signed willingly and that she 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 Codicil as witnesses; and that to the best of our knowledge the
Testatrix was at that time eighteen (18) or more years of age and of sound mind and
under no constraint or undue influence.
~ l). ~~
~ ;:: K~
Sworn or
before
and
the witnesses,
~tUJj
./))~ .C ~
Mary E. Seavers, Notary Pubnc
ShlppeliSburg, PA. Cumberland County
My Comml88lon Expll'88 July '0. 1990
ri~~d .
....:.:.\i.~.~
,
day of
, 1987.
MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET _ SHIPPENSBURG. PA. 17257
~1~
MEMBERS 1st
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account NumberlSuffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
MAR 1 6 2007
107233-00
03/14/1989
$27.04
$.00
$27.04
Cinda Markley
03/14/1989
107233.11
02/03/2003
$967.14
$.00
$967.14
Cinda Markley
02/03/2003
107233-05
04/11/1996
$2,488.58
$.29
$2,488.87
Cinda Markley
04/11/1996
107233-41
11/20/2006*
$5,000.00
$11.39
$5011.39
Cinda Markley
11/20/2006
*Rollover from certificate 107233-40, originally established 3/22/96.
Estate of: EVA L. THRONE
Date of Death: January 18, 2007
Social Security Number: 204-01.6864
M~BERS.1ST FEDERAL CREDIT UNION
~~-ltAb'-O-
Danielle A. Kline
Insurance Services Specialist
March 14,2007
5000 Louise Drive · P.o. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 · www.members1st.org
MAR ? 1 2007
Court Ordered Processing / MA 1 MB3 02-10
P.O. Box 841005
Boston, MA 02284
March 15,2007
Weigle & Associates, P.C.
Attorneys at Law
126 E. King St.
Shippensburg, PA 17257-1397
RE: Estate of: Eva L. Thome
Date of Death: January 18,2007
Dear Mr. Weigle:
Per your request, enclosed please find the account information as of date of death for the
above-named decedent. Please note the balances do not include accrued interest.
If you should have any further questions, please do not hesitate to call.
Very truly yours,
Y1~p::L~(.. 'C \, '---~,--<
Linda Spavento
Team Leader
Court Order Processing
(617) 533-1789
(617) 533-1931-fax
..
...
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Eva L Throne
204-01-6864
January 18, 2007
Account #: 2895373237 Type: CD
In the name of: Eva L Throne or Cinda M Markley
Date of Death Qalance: $17,000.00
Int.(YTD) from 1/1/2007 to 1/18/2007
Accrued interest to date of death: $26.92
Other Info:
Open date: 8/27/1993
$0.00
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