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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDlE INITIAL)
MARYELLEN C. MARKLOFF
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
OFFICiAl USE ONLY
FILE NUMBER
2 1 -0 7 02 0 6
'CciUiiTYCOOE -YEAR- - - 'NiiiiiiER- -
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Retum (dal8ofdeathprior~12.13-82)
D 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (AlIach Sch 0)
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02/12/2007 04/05/1924
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
001. Original Retum
D 4. Limited Estate
00 6. Decedent Died Testate (AlIach copy oIW11)
D 9. Litigation Proceeds Received
D 2. Supplemental Retum
D 4a. Future Interest Compromise (date of death after 12.12-82)
D 7. Decedent Maintained a Living Trust (Allach copy ofTrus~
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
PA 19053
0.00
523,734.86
OFFICIAIrUSE ONLY
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NAME
James W. Sutton Jr. Es uire
FIRM NAME (If Applicable)
James W. Sutton Jr. P.C.
TELEPHONE NUMBER
215-355-3200
COMPLETE MAILING ADDRESS
1014 Millcreek Drive
Feasterville
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. InterNIVOS Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Groll Assets (total Lines 1-7)
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)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
5.405.46
..,..,
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
X _(15)
510,394.94 X .045 (16)
X .12 (17)
X .15 (18)
(19)
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16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(8)
529,140.32
17,858.46
886.92
(11)
(12)
(13)
18,745.38
510,394.94
(14)
510,394.94
22,967.77
22,967.77
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Decedent's Com lete Address:
STREET ADDRESS
210 Bi 5
CITY .
Newville
STATE
PA
ZIP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
22,967.77
Total Credits ( A + 6 + C) (2)
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3)
4. If Une 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5)
A. Enter the Interest on the tax due. (SA)
B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (56)
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 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?........................... ...... ................................. ....... ....... ...... ........ 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 00
0.00
22,967.77
22,967.77
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
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PA 19072-2301
DATE
-(-/2-<.1)
/9,n
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 3%
il2 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 0% [72 P.S. S9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disciosure 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 0% [72 P.S. S9116(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 4.5%, 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 12"10 [72 P.S. ~9116(a)(1.3)J. A sibling;s defined, under Section 9102, as an
Individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-15,03 EX'_.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARYELLEN C. MARKLOFF
FILE NUMBER
21 07
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
0206
ITEM
NUMBER
1.
DESCRIPTION
UVest Financial Services - Account # A8A-034844
VALUE AT DATE
OF DEATH
523,734.86
TOTAL (Also enter on line 2, Recapitulation) $
(If more space Is needed, insert additional sheets of the same size)
523 734.86
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARYELLEN C. MARKLOFF
FILE NUMBER
21 07
Include 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.
0206
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
3,496.35
PNC - Account #85-336-6626
2.
Adams County National Bank - Account #2138468
1,488.39
3.
PNC - Account #88-1782-0667
236.28
4.
Green Ridge Village Refund
184.44
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5 405.46
)~/h i1ct~~~~~\-;,,-~~i::1 ,:k.t~~t?:s:.,~,.r ~::-:;',?;<-: .~,~~~t ~~~:~l'~.~~~'S~,:,,:.J-:rd~"" ~,,~.:.. :' ~"~'l~J~~~J-~~",,'~ .~y-;, :':"I~:;. ~'~".'-.~-:~~~:;~~~"~ ".~ ~S':.~ :.. ..~~~~: ~... ~ ...,'~ ':. '.f- ~. . ~ .~ :_"-: ..~ ' .. - ~_
Total Banking Statement
PNC Bcmk
0PNCBANK
For the period 0210612007 to 0310512007
Primary account number: 85-3336-6626
Page 1 of 4
Number of enclosures: 0
x
MARYELLEN C MARKLOFF
433 ANTHWYN RD
NARBERTH PA 19072-2301
Q For 24-hour banking, and transaction or
interest rate information, sign on to
'It PNC Bank Online Banking at pnc.com.
For customer selVice call1-888-PNC-BANK
between the hours of 6 AM and Midnight ET.
Para selVicio en espai'iol, 1-866-HOLA-PNC
Moving? Please contact us at 1-888-PNC-BANK
1:81 Write to: Customer SelVice
PO Box 609
Pittsburgh PA 15230-9738
Q Visit us at pnc.com
~ TOO terminal: 1-800-531-1648
For hearing impaired clients only
Relationship Overview
Bank Deposit Accounts
Description
Interest Checking
Money Market
Total Deposits
Account Number
,
Deposit Balance
85-3336-6626
88-1782-0667
3,496.35
236.28
3,732.63
Do you receive a Social Security or SSI check by mail? Here are three good reasons to switch to direct deposit. It's Safer, mailed
checks can be lost or stolen; Easier, your funds are deposited to your PNC account electronically; and best of all it's Convenient, your
money is available 'Without making a trip to the bank. Enrolling is easy. Stop in at any PNC Baok branch or call us at 1-888-762-2265
6am-12 midnight for more information 00 how to enroll.
Buying a New Home or Looking to Refinance? Let PNC Mortgage Show You How.
We can help you find the right mortgage to meet your needs.
> First time home buyer
> Building your dream home
> Purchase & Renovate (SM) loans
> Vacation & Second Homes
> FHA & VA Loans
Home Ownership Made Possible by PNC(Sl\'1)
For More Information:
> Ask to speak with your PNC Home Mortgage Consultant
> Visit www.pncmortgage.com
> Call 1-800-778-6678
All fust mortgage prodoc;1s are offered and provided by PNC Mortgage, IlL PNC Mortgage, !LC is licensed in New Jersey as a Department of Banking Mortgage Banker and
Secondary Mortgage Loan Licensee. PNC Mortgage, llC may not be available in your area. Credit subject to approval. Information is accurate as of the date of printing and
subject 10 change wilhont notice.
o 2007 PNC Mortgage, !Le. All Rights Reserved.
Equal Housing Lender
g For 24-hour information, sign on to PNC Bank Online Banking
~ on pnc.com.
Account number: 85-3336-6626 - continued
\
For the period 03/06/2007 to 04/04/2\
MARYELLEN C MARKLOFF
Primary account number: 85-3336-6626
Page 2 of 3
Total Banking Statement
Activity Detail
Checks and Substitute Checks
Check Date
number Amount paid
\
\
\
Reference
number
4633
50.00
03/12
087661605
Date
03/19
03/19
Amount Description
.00 O~tstanding Item Close
3,446.35 Debit Memo Reference No
There is 1 check listed totaling $50.00.
There were 2 Other Deductions totaling
$3.446.35.
Other Deductions
025462851
Daily Balance Detail
Dale Balance
03/06 3,496.35
Date
03/12
Balance
3,446.35
Date
03/19
Balance
.00
Your Money. Your Business. YOUR FUTURE.
PNC Investments can help you plot the course of a solid financial journey! .
\Vhetheryour destination is education, retin:ment or somewhen: along the \vay, we have the products and services to help you create a sOlmd
[mancial plan. For l11on~ infonllation call 1-800-PNC-6111; Stop by your local PNC Branch; or Visit pnc.colll
Not FDIC' Insured * May Lose Value * No Bank Guarantee "
Importa1lt Illvestor Illformatioll: Securities alld brokerage services are provided by PNC IlIvestments LLC, member NASD and SIPC. Annuities
alld other insurallce products are offered by PNC Insurance Services. LLe a lice1lsed insurallce agency.
Pay the protected way with your PNC Bank Visa Check Card. Use your card to set up automatic payments - your infonnation is protected by
Visa's multiple layers of cardholder protection, including 24-hour iI-aud monitorulg. Find out more at pnc.com/pavbycard.
Money Market Account SummaFY Maryellen C Markloff
Account number: 88-1782-0667
Beginning
balance
236.28
Deposits and
other additions
Checks and other
deductions
Endi ng
balance
Please see the Activity Detail section for
additional information.
Balance Summary
.00
236.28
.00
Average monthly
balance
102.38
Charges
and fees
.00
Activity Detail
Other Deductions
There were 2 Other Deductions totaling
$236.28.
Date
03/19
03/19
Amount Description
.00 Outstanding Item Close
236.28 Debit Memo Reference No 025452849
Daily Balance Detail
Dale Balance
03/06 236.28
Date
03/19
Balance
.00
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ADAMS
COUNlY
NATIONAL BANK
~' e. ~.t:abWUF
1-1 ~ /) /cfS?-200?j t7
/ u c:Yea'~d-.
CHECKING STATEMENT
Statement Date: 04/15/07
Account #: 2138468
Page 1
801
MARYELLEN MARKLOFF
210 BIG SPRING ROAD
GREEN RIDGE VILLAGE
NEWVILLE PA 17241
It shouldn't take two loans to build one house.
And we agree. With our construction mortgage,
lock in one rate and pay one set of closing costs.
Bring us your plans. Let's start building.
Contact us today at 1.888.334.ACNB(2262).
Equal Housing Lender. Equal opportunity Lender. Member FDIC.
ESTEEM CHECKING
Account #
2138468
Account Summary
~
. Previous Statement Balance
+ Deposits and Other Credits
- Checks Paid or Other Debits
- Service Charges
+ Interest Paid
Ending Balance
Days in Statement Period
03/12/07
1
1
Beginning Balance
$1;488.27
Activity Ending Balance
.12
1,488.39-
.00-
.00
$.00
34
Account Detail
Date Activity Description Deposits/Credits CheckslDebits Balance
BEGINNING BALANCE 1,488.27
03-22 INTEREST DUE .12 1,488.39
03-22 CLOSING ACCT AS PER CO-EXECUT- 1,488.39 .00
ORS CASHIERS CHECK MAILED TO
CUSTOMER #5050563474
04-15 ENDING BALANCE .00
Interest Summary From 03/13/07 Throuah 04/15/07
Days in Statement Period
Interest Earned
Annual Percentage Yield Earned
Interest Paid This Year
Interest Withheld This Year
34
$.00
.00%
$1.61
$.00
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Pennsylvania Act 171 Attachment A
Calculation of Private Pay Refunds for Expired Residents
for Pennsylvania Assisted Living & Nursing Facilities
( for contracts entered into on or after February 7, 2003 for
residents who are 60 years of age or older)
Information to be completed by business office staff
. ., ,,'. 'i\ .
Resident Name: Mary Ellen Markloff
Community Name & Level of Care: (choose from Drop-Down list) Green Ridge Village -Nursing
Birthdate:
Age on Move In Date:
Move-in Date
Date of Expiration
4/5/1924
83
12/26/2006
2/12/2007
Number of Days between Day Advance Payment was Posted and Date
Refund Check will be Mailed
Number of Days in month of Expiration
Number of Unused Days that were Prepaid
Daily Elder Care Services Charge (included in Room & Board rate) $
Unused Elder Care Charges on Which Interest is Paid $
Date Advance Billing Paid (from Statement)
Month Ending Date for month of Expiration
73
28
16
56.00
896.00
1/31/2007
2/28/2007
Date Refund Check is to be mailed
Interest Rate per year
3%
Amount of Refund (Excluding Interest) per Ancillary Charge Report and
AIR statement $
Interest Calculation for Interest on Elder Care Services paid in Advance $
Total Amount to be Refunded $
184.44
5.38
189.82
Refund To:
Resident's Estate or Personal Representative Estate of Mary Ellen Markloff
Address c/o John R. Markloff
Address 433 Anthwyn Road
City, State Zip Code Narberth, PA 19072
Page 1
PRESBYTERIAN HOMES
· 4/13/2007
INVOICE. DATE REF ID.."
:tSTAT:g OF MAItf ELLEN MARKLOFF No. 498866
'.~~~.AMdUNT;~'!,'Q!SCOl!N':f;;t; ~":AMOUN;TAf:'j:iLI~D\i
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARYELLEN C. MARKLOFF
ITEM
NUMBER
A.
B.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21
07
Debts of decedent must be reported on Schedule I.
DESCRIPTION
1.
2.
3.
4.
5.
FUNERAL EXPENSES:
Funeral
George Washington Memorial Park
Luncheon
Flowers
Chestnut Hill Presbyterian Church
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) John R. Markloff
Social Security Numbe~s)JEIN Number of Personal Representative(s) 195-40-0214
Street Address 433 Anthwyn Road
City Narberth State PA Zip 19072
Yea~s) Commission Paid: 2007
AltomeyFees James W. Sutton, Jr., Esquire
Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
2.
3.
City
State
Zip
Relationship of Claimant to Decedent
4.
Probate Fees Register of Wills, Cumberland County, Pennsylvania
5.
6.
Aooountanfs Fees Hepner & Associates
Tax Retum Preparer's Fees
7.
Advertising - William J. Mansfield, Inc.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0206
AMOUNT
3,769.50
2,185.00
1,205.96
689.00
200.00
5,300.00
3.500.00
514.00
200.00
295.00
17.858.46
~!T~~~.
15 Big Spring Avenue
NEWVILLE, PENNSYLVANIA 17241
F. CHARLES EGGER, Supervisor 717-776-3414 FRANK C. EGGER, Funeral Director
February 23, 2007
Funeral Bill for Maryellen Clemmer Markloff
Date of Death February 12,2007
Professional Services
$3,525.00
20 Death Certificates $6.00 a piece
$120.00
Hairdresser
$30.00
Carlisle Sentinel Obituary
$94.50
Total
$3,769.50 ? 't h. ~ 7 c ~ &( 1>-/01..
VTReceipt
'A
j
Page 1 of 1
38 - 2027
George Washington Mem Park
80 Stenton Ave
Plymouth Meeting, P A 19462
Date: 2/19/2007
Trans Type:
Transaction #:
Name:
Account:
Card Type:
Entry:
Contract #:
AuthCode:
Result:
Total Amt:
Time: 7:40 AM
Force Auth
180308
John Mark10ff
************2197
VISA
Manual
202700100444
07565C
APPROVED
$2,185.00
I Agree to Pay Above Total
Amount According to Card
Issuer Agreement (Merchant
Agreement if Credit Voucher)
Signature X
/1'
(JJ ~~,~ VI ill
"
I
SW1f Memorial Park 0
Hillside Cemetery 0
Georg.. Washington Memerial Park ~
;lOQ-l-ro-
Contract No. 1 0 0 4.A.L
Contract Code.:p-A t-J
THIS AGREEMENT madelhls
hereinafter called 'Seller' and
11THdayof FF.RRfTIIRV
. 20.-O..L- . by and between The Cemetery,
9.S.': QQ.fU~d
PURCHASER
TnH1II MJl.RT<"TnFF
TELEPHONE
610 565 6:265~
ADDRESS
433 A:.~THWYN ROAD
Street
NARRF.RTH
CIty
PII 1Q077
State ZIp Code
Name 01 Deceased: MARVF.T.T.F.1II (" MJl.RT<"T.nFF
Description 011ntennefrt Rights:
111111 "118 C 2
Property Owner:
RAVMn1lln Jl.1IIn MJl.RVF.T.T:F.1II MJl.~T<"T.nFF
F~~~1;~:~~ ~~:' ~ ~~ ~~J'~~.~J~.:~ -,: ~~~-;- ~;~~ :~ ~ :L~. ~ _-~' ~',-~.k ::-jJf~~{~~it{L;]lL1ff~~rt.( ~'. :~~~ ~ :',~r~ ~~=~~ ~~_~ "~ :~~:~~ ~.~-}~~~~, : ~'~.-J
t~
Burial Rights
$
Interment Fee. RF.c.:rn.Jl.R WF.F.KnIlV c.:Rnrl1lln RnRTll.T
1260 00
MemoriaUzatlon - ~
Size
Design
Memorial Ba.. -l')'pe
SIze
Color
MemoriallnstaHatlonllnspectlon Fee
Outer Burial Container - Material
>:;rii
Model
Supplier
Urn
Type
Size
Rower Va.. -lYpe
:;"~~'i., ,,,,,,.',",,!'!~m~P!~~<~~';"'.~~'';:1l'~'''''''''''''~ii..o..,,,,,,,,,~,... .."".".....,.;.,.:,;".,."..~-. --
Lettering
O~er RFWTAL OF TWE WERIT~CE CHAPEL
Processlng.Fee
Sale. Tax
8&5.00
60.00
TOTAL CASH PRICE
LESS:
S 218S.QQ
Down Payment Cash
.Other Credit
Total Down Payments
UNPAID BAlANCE OF CASH PRICE
$
$
~~5I00
pr
sell ~ S" ~
$
VI~~
c( 6 to If'?
REMARKS
.
"
l'
TERMS - CASH SALE
The Total CasIl Price is due and payable as 01 the date 01 this Agreemenl A delinquency cherge 01 parcant win btI ...-ad mon1hly on
any baIanca not paid within 30 days of the date 01 this Agreement. If I_then full payment Is rw:aNed, SaIIar shall deduct the _ed dellnquancy chaJge
from the. amount nK:alved, and credit the remainder 01 the payment JWC8iYad to the UnP81d Balance.
Saller wiQ retain title \.WItll the Total Cash Price, togel"er with any dallnquency cherges th_ have baM paid by F'wchaserlo SaIl.... S..... aI80 'NIl retain
a security Intarest In mllldlandlse being purchased above.
Purchas... agrees that all rights conveyed under this Agreement... subject to, and Purehas... a~ to at .. limes comply with, the present (and as may
tharaelt... adoPt~ amended 0# altered) Rules. R~s and Bylaws 01 Saller, which .,. avallabla for uamlnatlon In Sail.., Oftlce.
ad this h.V:J 1, dallJ~I' 1 3 20!l.l.- ~ _
urohaser ~lI!l4, By _~
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9 GRCClb
12 GRMerlot
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156.00
58.50
78.00
88.00
9.45
9.4~,
11.34
72.00
216.lJU
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Sales Tax: 34.
I,
0'18: 1008.86
Gland
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ROUDIA:
Approval :.__. _..
Thank YuU!!!
Blue Bell Inn
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:, 6 23 FEe USPS413'4870 175 RED HILL PA $45.12
,7 26 FEe c & F ENTERPRISES01 OF 01757-8725668 VA $463.43
I a v FeB C & F ENTERPRISES01 OF 01 757-872!il86 VA 5109.88
9 28 FEB CAPEtINC CORP OFFICE 910-5727000 NC $413.28
.,. 10 01 MAR RUB. V TUESDAY #3229 PL YMQUTH MEET PA $49.39
11 07 MAlt K &K INTERIORS INC Bn-6470111 OH $3ll8,2O
12 07 MAR C a F ENTERPRiSeS01 OF 01 757-8725688 VA $101.39
:13 08 MAR c a F ENTERPRISES01 Of 01 757-8725688 VA $56.55
'14 08MAR KaKINT~R1ORSINCBn-64701110H $24.10
15 12 MAR CAPELiNe CORP OFFICE 91()..S727000 NC / $32.48
. 16. 12 MAR CAP8.INC CORP OFFICE 91()..5727000 NC / / $211.88
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13 23 FEBAOVANCERX.COM BOO-966-5m IX" $70.00
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For more infonnation on your Rewards:
VISit: www.capilalone.com/miesrewards
Call: 1-800-228-3001 . .
6056 OOZZ 506
1 7 Z7 .70ZZ7 PAGE 1 of 3 COLRZ39A
. PLEASE RETURN PORTION BELOW WITH PAYMENT
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Call Citizens' Phone Sank anytime for account information,
current rates and answers to your questions.
Images for account 610406-211-7
C; rcle
Account Statement
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Beginning February 16, 2007
through March 15, 2007
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03/13/2007
Estate of Mary Ellen Markloff
c/o John Markloff
433 Anthwyn Rd
Narberth PA 19072-2301
June 20, 2007
Professional Services
HEPNER & ASSOCIATES
Accountants
POBox 1163
Willow Grove, PA 19090
215-672-7150
H rs/Rate
6/20/2007 Preparation of Inheritance Tax return
For professional services rendered
Previous balance
Accounts receivable transactions
4/15/2007 Payment - thank you .
(j)d .4'1 h 107 c'.!.i<.kf;. J(j~
Total payments and adjustments
Balance due
fI 6~I.~J ~oo,OO
. CK.tuk. +- 11.1.
0.00
Amount
200.00
$200.00
$156.75
($156.75)
($156.75)
$200.00
~j
r
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17G13 .
MARKLOFF MARYELLEN C
Estate File No. :
Paid By Remarks:
2007-00206
JAMES W SUTTON JR PC
AJW
Receipt Date:
Receipt Time:
Receipt No. :
3/06/2007
09:58:31
1047552
------------------------ Receipt Distribution ------------------------
Fee/Tax Description
PETITION LTRS TEST
WILL
SHORT CERTIFICATE
AUTOMATION FEE
JCP FEE
Check# 1345
Total Received.........
PaYment Amount
460.00
15.00
24.00
5.00
10.00
----------------
$514.00
$514.00
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
'REV-1512'EX'+ (6-98)
*
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARYELLEN C. MARKLOFF
FILE NUMBER
21 07
0206
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Continuing Care Rx
VALUE AT DATE
OF DEATH
730.17
2. Tax Preparation
156.75
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
886.92
CONTINUING CARE RX #001
28 S 2ND ST IPO BOX 355
NEWPORT PA 17074
* * 5 TAT E MEN T * *
Statemen~ Date: 3/31/07
Page: 1
Account #: 100034983
MARYELLEN MARKLOFF
JOHN MARKLOFF
433 ANTHWYN ROAD
NARBERTH, PA 19072
If you ~ave any questions regardin~ your bill please call
(717) 567-2147 or (SOO) 675-2279. Thank you !!
Date
Description
Gty
Amount
-------- -------------------------------------------- ----------
Previous Balance
730.17
pl. 4f~{h7
v~d #JQ~
Ending balance - Pay this amount ---------:>
730.17
Past Due
Current 31-60 days
Past Due
61-90 days
Past Du.e
90+ days
.00 33.96 696.21
ANY GUEST I ONS CALL SALLY @ 800 675 2279EXT 1300
.00
--------------...- ~--_..
HEPNER & ASSOCIATES
Accountants
POBox 1163
Willow Grove, PA 19090
215-672-7150
Mary Ellen Markloff
109 Green Hall
Newville PA 17241-9784
March 07 I 2007
Professional Services
3n/2007 Preparation of 2006 Income Tax returns
For professional services rendered
Accounts receivable transactions
3n /2007 Early Bird Discount
Total payments and adjustments
Balance due
H rs/Rate
0.00
Amount
165.00
$165.00
($8.25)
($8.25)
$156.75
frl. ~/lIk1
CLv~ =# /o~-
'C RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee{s) OF ESTATE
l. TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Mary M. Beatty Daughter 20%
2. John R. Markloff Son 20%
3. Suzanne Markloff Daughter 20%
4. William C. Markloff Son 20%
5. Ellen M. Williams Daughter 20%
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 U - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
COMMONWEALTH OF PENNSYLVANIA
lNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARYELLEN C MARKLOFF
SCHEDULE J
BENEFICIARIES
(If more space is needed, insert additional sheets of the same size)
FILE NUMBER
21 07
0206
LAST WILL AND TESTAMENT
OF
MARYELLEN C. MARKLOFF
I, MARYELLEN C.MARKLOFF, widow, of Bucks County,
Pennsylvania being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as my Last Will
and Testament, hereby revoking any and all Wills by me at any time
heretofore made.
FIR S T: I order and direct my Executor hereinafter named to pay all
my debts and funeral expenses as soon as may be conveniently done after
my decease.
SECOND: I have made a loan of Ten Thousand ($10,000.00) Dollars to
my daughter, SUZANNE E. MARKLOFF, which loan is to be repaid through
a reduction in her inheritance if it has not paid during my lifetime. I
will be sure that my heirs know of repayments from SUZANNE E.
MARKLOFF to me during my lifetime or leave a written memorandum in
my home or with my attorney prior to my demise if this sum has been
repaid to me. To the extent that the sum has not been repaid to me by the
time of my death, 1 require that when my gross estate is prepared for
distribution as indicated hereinbelow in equal one-fifths that SUZANNE
E. MARKLOFF's share is reduced by the outstanding sum of obligation to
me. I do this to make the gifts among my children equal and with the prior .
knowledge of SUZANNE that this would be a vehicle to insure the
repayment of the loan should she be unable to do so from her funds.
1
T H I R 0: I give, devise and bequeath my entire estate, real and
personal, wherever situate as' follows:
A. One-fifth (1/5) to my daughter, ELLEN M. WilLIAMS. If
the said ELLEN M. W1LUAMS predeceases me, 1 give, devise and bequeath
the same to her issue, per stirpes.
B. One-fifth (1/5) to my son, JOHN R. MARKlOFF. If the said
JOHN R. MARKLOFF predeceases me, I give, devise and bequeath the same
to his issue, per stirpes.
C. One-fifth (1/5) to my daughter, SUZANNE E. MARKLOFF.
If the said SUZANNE E. MARKLOFF predeceases me, 1 give, devise and
bequeath the same to her issue, per stirpes. If my said daughter should
die leaving no issue, I give, devise and bequeath the same, in equal shares,
to ELLEN M. WILLIAMS, JOHN R. MARKLOFF, WtLLlAM C. MARKLOFF
andMARY M. BEATTY, or their issue.
D. One-fifth (1/5) to myson, WILUAM C. MARKLOFF. If the
said WILLIAM C. MARKLOFF predeceases me,1 give, devise and bequeath'
the same to his issue, per stirpes. If my said son should die leaving no
issue, I give, devise and bequeath the same, in equal shares to ELLEN M.
WilLIAMS, JOHN R. MARKLOFF, SUZANNE E. MARKLOFF and MARY M.
BEATTY, or their issue.
E. One-fifth (1/5) to my daughter, MARY M. BEATTY. If the
said MARY M. BEATTY predeceases me, I give, devise and bequeath the
same to her issue, per stirpes.
FOURTH: The interests of the beneficiaries hereunder shall not be
subject to anticipation or to voluntary or involuntary alienation.
F 1FT H: My personal representatives shall have the following
powers in addition to those vested in them by law and by other provisions
2
of my will, applicable to all property whether principal or income, and
effective until actual distribution of all property.
A. To retain any or a II of the assets of my estate, real or
personal, without regard to any principal of diversification, risk or
productivity,
8. To invest in a II forms of property, including stocks without
restriction to investments authorized for Pennsylvania fiduciaries, as
they deem proper, without regard to any principal of diversification, risk
or productivity,
C. To sell at public or private sale, to exchange or to lease, for
any period of time, any real or personal property and to give options for
sales, exchanges or leases, for such prices and upon such terms or
conditions as they deem proper,
D. To maintain my assets in kind, particularly my residence real
estate, should such residence real estate producing be managed as
hereinbelow set forth and remain non-income producing.
SIXTH: 1 hereby nominate, constitute and appoint my sons, JOHN R.
MARKLOFF and WILLIAM C. MARKLOFF, as Co-Executors of this my Last
Will and Testament. Should either of them fail to qualify or cease or
refuse to act as Executor as aforesaid, I hereby continue the appointment
of the survivor of them as Executor.
SEVENTH: A I I federal, state, and other death taxes payable because
of my death, with respect to property forming my gross estate for tax
purposes, whether or not passing under this Will, including any interest or
penalty imposed in connection with such tax, shall be considered as a part
of the expense of administration of my estate with the exception of the
taxes made necessary by the sale of my real estate. Taxes on the sale of
3
my real estate will be borne by the beneficiaries of such real estate. All
such taxes on present or future interest shall be paid at such time or
times as my Executor may think proper regardless of whether such taxes
are then due.
EIGHTH: I direct that my Executor and Trustee as aforesaid shall
not be required to give bond or other security for the faithful performance
of their duties in any jurisdiction.
I N WITNESS WHEREOF, I have written my name in the margin of
the foregoing pages of this my Last Will and Testament, and set my hand
and seal at the end hereof this d- cf:!:- day of Y1\{ , 1998.
MARYELLEN ~ARKLOFF
SIGNED, SEALED, PUBLISHED AND DECLARED by the above named
Testatrix, as and for her Last Wi\1 and Testament, in the presence of us,
who in her presence and in the presence of each other, all being present at
the same time and at her request, have subscribed our names as witnesses
thereto.
1
Name
Address
5(
Name
Address
4
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
BUCKS COUNTY
1, MARYELLEN C. MARKLOFF, Testatrix, 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 willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed,
MARYELLEN C.~OFF
Sworn or affirmed to and acknowledged before me, by MARYELLEN
C. MARKLOFF, Testatrix, this..j~ day of /?1/- ' 1998.
Notary PU~
AFFIDAVIT
COMMONWEALTH OF PENNSYL V ANlA
COUNTY OF BUCKS
. *d.,f)~14 and~~/~the
witnes whose names are signed to the attached or foregoing
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; MARYELLEN C. MARKLOFF 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
5
the Will as witnesses; and that to the best of our knowledge the Testatrix
was at the that time 18 or more years of age, of sound mind and under no
constraint or undue innuence.
Witness
5(
5/
Witness
h .) S~or affirmed to a~~~ m~ by
~ L >41- and . , wItnesses,
o:? b'<.- day of J:Y/(j , 1998.
this
Notary PU~
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