HomeMy WebLinkAbout80-00080
PETITION FOR PROBATE and GRANT OF LETTERS
No.
To:
21-80-0080
Estate of William R. Mark
also known as
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 188-10-0677 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitionerQS), who is/;me 18 years of age or older an the execu~r
in the last will of the above decedent, dated January 3
and codicil(s) dated none
Dorothy H. Mark, Executrix. passed away on 6-15-95
Forrest H. Mark is the alternate executor named under the Last Will and
Testament of William R. Mark
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
named
,19~
Decendent was domiciled at death in Cumberland
h is last family or principal residence at 605 East Orange
Borough. Cumberland County. PA.
(list street, number and muncipaJity)
County, Pennsylvania, with
Street. Shi~pensburg
Decendent, then 67 years of age, died
m Dauphin County, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: none
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
January 22,
,19 80
$ 130,000.00
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TE 5T AME NT AR Y
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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Forrest H. Mark
2833 Sinks Canyon Road
Lander, WY 82520
0071 332-3977
STATE
OF WYOMING OATH OF PERSONAL REPRESENTATIVE
mMM9NWICMG~~ } S8
COUNTY OF /'-l 0
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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No. 21-80-0080
Estate of
William R. Mark
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MA Y 9. 19--1L, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated January 3, 1980,
described therein be admitted to probate and filed of record as the last will of
William R. Mark
and Letters Testamentary
are hereby granted to Forrest H. Mark
Will Book #
Page
tUfAIg!&r~w,fJm(]P1)p .
Registe~ of Wills
MARY C. LEWIS
FEES
Probate, Letters, Etc. .........
Short Certificates(;l) . . . . . . . . . .
~g~~ciation ................
$ 25.00
$ LJ' DO
$ I~.UU
$
TOTAL _ $ 46.00
MAY 9, 1996
.................................. .
Jerry A. Weigle, Esquire - # 01624
ATTORNEY (Sup. Ct. 1.0. No.)
MARK, WEIGLE AND PERKINS
126 East King Street
ADDRESS
Shippensburg, PA 17257
(717) 532-7388
PHONE
Filed
Letters and order given to attorney on 5-9-96.
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Statistics
in accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953
(Fee for this certificate, S3.00)
WARNING: It is illegal to duplicate this copy by photostat or photograph.
I ,
JAN 26
'''''. t.,. ~
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37'0 ~~
~fI~
Charles Hardester
f State Registrar
Date
No.
PRIMARY DIST. NO.
c<l..? 9'/'< -~ ~ ~
COMMONWEALTti OF PENNSVLVANIA
DEPARTMENT OF HEALTH
VITAL STATISTICS
CERTIFICATE OF DEATH
003572
STATE FILE NO.
Nemeof deceaoed
State 0< fo<e i gn
count<y of bi <th
6efenna.
not eitherl give street
Oate of death (Ma.,Oav, Vr.)
(Flrot)
(Middle)
(La.tl
1.
Race - (e.g., White, Bleck,
American Indian, etc.)
4. white
County of death
Agela.t /'.
blrthda"".
SA.IVro.) 5B.
City, Boro, or Twp. of deoth
Robert
If under 1 doy
Hours I Min.
MARK
11.
Where did
deceased
octuolly live?
15.
7 A.Dau hin 7B. Derr 1\ 7C.
Mailing Address (Street or RFD No.) (City or Town) (State) (Zip Code).
605 East Orange Street, Shippensburg, Pa. 17257
8.
Citizen of whet count<y? Wos decedent ever in US A<med Fo<ces? Socia' Security (jmber
U.S.A. !!tfes DNo Serial No. 188-10-0 77
.12. 13.
a. State Pennsy:hania. Did deceased live DYes, deceased lived in
C b I din c township? . Sh b
. b. County um er an iK}No, deceosed lived within actuollimils of ippens U!,g
Merlta' Statu.
9. married
township.
.ci ty or borQ.
Father., name
(Firu)
George
(Middle)
( Le.l}
1'1a 1" k
Mother'. maiden n.",.
(Fi"tl
Mary
. (Middlal
( Le.l}
Nickles
16.
L'
~.
fftform.ent'.
Mailing eddre..
1B8.
17.
(Street or RFO No.!
605 E. Orange St.,
(City or Town) . (S~te)
Shippensbu..""g'. Penna.
(Zip COd.)
17257
Neme of c4!l:meterv or cromatorv
Spring Hill Cemetery
19C.
Locetion (City. _1'0, tWIl.' (Stat.)
Shippen.c:;burg, . Pennsylvania
liD.
Mervin O.Fogelsanger Funeral Home
112 W. King St., ShiPpenSbY7257Pa.
20B ph 717-532-2211
E ..~
OJ c c
Q.>.O
E:!:: c
8.. ..
~u
eY_
CD )0 )0
{:.CDf
On the basis of e"aminatlon end/or invenigetion. in mv opinion. death occurred .
at the time, deft and ple"e aM due to tha cau..<O)oteted.
Hour of
Oeeth
23C.
A.M.
P.M.
24.
26.
22C. P.M. 23B.
Nam,and Ad~r...of certifier (Physiciln, Medice' e",.,,~n.r 0< Coroner) (print or typel
1'-kA~IU_v ~~u...<..c / L0v~,+-Q.\,'- catherine 11.Scho:H.
Immediate cau.e: Enter only one ceu.. per line for IA) (B) and (C)
c.Cl..-\..Acc
Part
I
I InwrYe' between
I on..t end duth
(C)
cu:ktLc, C <."L-L~~/\A.L,--,
Part If. Other Significant Conditions - Conditions contributing to deat
Was case referred to Medical
Examiner or ~ron.r1
28. 0 Yea [!J No
I Acc.,Suicide,l:Iom...Undel. Date of injury (Mo., Day, Vr.J Hour of
or Pend. Invest. (specify) Injury
29A.
Injury at warkif
o Ve. 0 No
298.
Place of inJ ury
A.M.
P.M.
Describe how injury occurred
290.
Location (Street or RFO No.1 (City, Boro, or Twp.)
tate
29G.
.
.
LAST WILL AND TESTAMENT
I, WILLIAM R. MARK, of 605 East Orange Street, Shippensburg, Cumberland
County, Pennsylvania, being of sound mind, memory and disposition, do hereby
make, publish and declare this my Last Will and Testament, hereby revoking
and making void all wills by me at any time heretofore made.
FIRST. I order and direct the payment of all my just debts and funeral
expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath all of my estate, real, personal and
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MARK ,I
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mixed, whatsoever and wheresoever situate, to my beloved wife, DOROTHY H.
absolutely.
THIRD. In the event that my said wife predeceases me or fails to survive me
by sixty (60) days, I then give, devise and bequeath my said estate to my
three children, W. ROBERT MARK, JR., FORREST H. MARK and STEVEN E. MARK,
in equal shares, absolutely.
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, FOURTH.
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I nominate, constitute and appoint my wife, DOROTHY H. MARK, to be
the Executrix of this my Last Will and Testament;
and if she be unable to
fulfill the duties of Executrix, I then nominate, constitute and appoint
FORREST H. l1ARK to be the Executor of this my Last Will and Testament.
I
further authorize and empower my said Executrix or Executor to sell any or
all of my estate at either public or private sales, and to deliver good and
sufficient deeds and documents of title without the necessity of any formal
adjudication of court.
IN WITNESS WHEREOF, I, WILLIAM R. MARK, have hereunto set my hand and
3t!-
seal to this my Last Will and Testament, this
day of January, 1980.
eLl/'Ll, / 'vii-
l~/27~f${ .
(SEAL)
MARK AND WEIGLE
Attorneys at Law
Shippensburg, Pa.
-1-
This instrument was by the Testator, WILLIAM R. MARK, on the date hereof,
signed, published and declared by him to be his Last Will and Testament, in
our presence, who at his request and in his presence and in the presence of
each other, we believing him to be of sound and disposing mind and memory,
have hereunto subscribed our names as
('
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COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, WILLIAM R. MARK, the Testator whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for the purposes
therein expressed.
C2 .. .(' /
{titt~/M' ,atult-A~
",.
Sworn or affirmed to and acknowledged
before me by WILLIAM R. MARK, the
Testator, this 3rd day of
January, 1980.
-, ,.C.1___. /
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Mary E. Slavers, Notary P!lblic
ShippembunJ, PA Cumberland County
t My Cammi$sion bpi... JJllv 27, 1981
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MARKANOWEIGLE
Attorneys at Law
Shlppensburg, Pa.
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II COMMONWEALTH OF PENNSYLVANIA
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SS.
COUNTY OF CUMBERLAND
We,
Jerry A. Weigle
and
Nancy J. Mann
the witnesses whose names are signed to the foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw
Testator sign and execute the instrument as his Last Will;
that he signed
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willingly and that he executed it as his free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the
Testator signed the will as witnesses; and that to the best of our knowledge
the Testator was at that time eighteen (18) or more years of age and of sound
mind and under no constraint or undue
/,/
/
Sworn or affirmed to and subscribed
before me by Jerry A. Weigle
and Nancy J. Monn
witnesses, this 3rd day of
January, 1980.
/lJ{Uuj C~ ~~
Mary E.Is'~avers, Notary Public
$hippensburg. PA Cum~trland County
My Commission Expires July 27, 1982
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MARKANOWEIGLE
Attorneys at Law
Shlppensburg, Pa.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENN5YL V ANIA~
55:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the
County of Cumberland, personally came ... _....~?~~_~EX:_.~:_..~':_~m__ _ _.___ _ ___m 00__._ .__mnm. "00'_ .._m _.._.__.__ _..........................
who, being duly _.__.~~~~J:1.....__________, do .~~___.m depose and say that as __m.Exe.c-utrix...........................__...____........._..
of the last Will and Testament of __.________..___.~.~~~~~~..~:...~E~.............mmm...............................m........._.. deceased
_......_~~~........____._...m____.... will well and truly administer the goods and chattels, rights and credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances.
Sworn to
and subscribed
before me.
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~'i?~c.:cJ,.~,....l'.eJ?\l!-y
Register
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Be it remembered that on the ______......?~?....... day of ......n...........~.~~~~.;y......._.........., A. D., 19~.~..., there
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was probated and recorded the last Will and Testament of ..mW~_~_-h~~!l?___~~...~~J5._.........._.._........................................,
late of ..~~_~_._~~:r;!?t,l:g~..~.~...~_~~p.p.~_~~~g~g...m.....____....m_______.., Cumberland County, Pennsylvania, Deceased. Letters
Testamentary d Dorothy' H Mark
........__.__........... ...______........__....................... were grante to.. _______......_.__. ..- .-.~.- -.................--..........--... ..............................--..
Witness my hand and official seal the day and year aforesaid',,1 I
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'IIIOUlAIID
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dollars
,ddress
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
From:
2 <J~ Tax on
$
$
...
17257
6% Tax on
$
$
File No.
21-80-10
Date of Death 1-12-1'80
15<J~ Tax on
$
$
Date of Payment
Apl'i1
21,
1.80
% Tax on $
Estate Tax, Act of
May 7, 1927
$
~
Name of Decedent
WlLLIM a. IIAJtIt
$
County
c.1:Mt1'1aad
TOTAL TAX CREDIT
less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
_ % from
to
$
6.315."
Remarks:
$
315.71
-.AJD OIl .IaCOUft-
$
lJOO ~ [p [L~ @illlJ~
SEA l
TOTAL AMOUNT PAID
$
6,000.00
NOTE: This Triplicate Receipt to be retained for audit purposes.
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Received by
NOTE: In accepting the transfer inheritance tax on future estales, prior 10 Ihe death of the life
tenont or tenont for year., os evidenced by Ihis receipt, it is underslood thot the Commonweallh sholl
not be precluded or prevented from hereafter assessing addilional inheritance lox 01 the dealh of Ihe
life lenonl or tenanl for years whenever it a-!,pears Ihat such addilional lox moy be legally due and
collectible for any reoson whatsoever.
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No. 21-80
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
William R. Mark
, deceased.
Harold B. McLane, Deputy
To R;d 101 J C. A,IJ~13('11, Register of Wills for the County of Cumberland,
in the Commonwealth of Pennsylvania.
IS
Petitioner(s) <XU the executrix named In the Last Will and
Testament of William R. Mark dated January 3, 1980.
Decedent was a citizen of the United States and a resident of
~
Shippensburg Borough, Cumberland County, Commonwealth
of Pennsylvania.
Decedent died on Tuesday
the
22nd
day of January
A. D. 19 80 , In the County of
Dauphin
, State of
Pennsylvania at the age of 67 years.
hif.bSx: ~tix J5lftx
Decedent has not been married and has not had children born to him
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$130,000.00 and of real estate to the value of
None
as near as can be ascertained; said real
estate situated as follows
Japl~
Therefore, your petitioner(~ respectfully appl ies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated
February 6, 1980
Name and address r. 7:::--7'~~ ____ /) -)1 )./) ~>- c~~
of Petitioner(s)
Dorothy H. Mark
605 East Orange Street
Shippensburg, Pa. 17257
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
f ss
Dorothy H. Mark
named in above application, being duly sworn according to law
say(s) that the statements set forth in this petition are true to the
best of
her
knowledge and bel ief.
Sworn to
and subscribed before
& /. /0
r".' -< ~~ .-/; ~ 0 )/ /'.) 'oj c> .,1 ./ro
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me February 6 1 9 80
,
~~ l1m~~rster
t C;b
Filed ~
eX (-~o '-fro
February
7,
Attorney:
\5- \0\ -9
.~
Jerry A. Weigle, Esq-L~
WILLIAM R MARK
DECEASED
THE REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLANIA
ESTATE NO. 21 - 80 - 80
ORDER OF THE REGISTER OF WILLS
AND NOW this 9th day of May 1996 Letters Testamentary are being
issued to Forrest H. Mark on the estate of William R. Mark. On February 7th
1980 Letters Testamentary were granted to Dorothy H. Mark. Dorothy H. Mark
has died and new Letters Testamentary have been issued to Forrest H. Mark.
It is hereby ordered that Letters Testamentary issued to Dorothy H. Mark are
hereby revoked.
OYl /j);;C' )
-/I(Ur-~.7'Z~
Mary C. Lewis
Register of Wills
I-,;{o-I/
"
RE V-449 (1-80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(Instructions on Reverse Side)
.
Estate of
William R. Mark
Date of Death
January 22, 1980
Last Address
605 East Orange Street
Social Security No. 188-10-0677
Shippensburg, Pa. 17257
(CITY)
(STATE)
(ZIP)
Bureau File No.
County File No. ,;; j- ,') :(' , ,;;/C
1. Decedent died:
( ) Intestate (without a will)
( X ) Testate (leaving a last wi II --copy attached)
2. Is the filing of a Federal Estate Tax Return required for this estate?
Yes-X- No
3. (X) i~Executrix
) Administrator! Administratrix
Name
Dorothy H. Mark
605 East Orange Street
Address
Shippensburg, Pa. 17257
(CITY)
(STATE)
(ZIP)
4. All correspondence should be mailed to ( X) Attorney
) Fiduciary.
5. If an attorney is representing the estate, indicate:
Name
Address
Jerry A. Weiglp, F!'lql1;rp
115 East King Street
Shippensburg, Pa. 17257
(CITY) (STATE) (ZIP)
List all safe deposit boxes registered in the decedent's individual namehor jointly with, ,or as an agent or deputy
of another, or in decedent's individual name with right of access by anot er as agent or deputy. Include the name
and address of the bcnk or other institution where the safe deposit box is located, the name (s) in which the box
is registered and the relationship of the joint holders to the decedent.
--'~...
NAME AND ADDRESS OF BANK OR OTH ER INSTITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN WHICH
SAFE DEPOSIT BOX IS REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
The Peoples National Bank of
Shippensburg
William R. Mark and
Dorothy H. Mark
Wife
E. King St., Shippensburg, Pa. 17257
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.
10'- ~q 7-tf
~ li1l JJ1Lh ~
SIGNATURE%~ FIDuCIArly
12/23/80
DATE
'.~
REV-450 EX+ (3-80)
COMMONWEAL TH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE II A"
REAL PROPERTY
(Instructions on Reverse Side)
ESTATE OF
William R. Mark
ITEM ESTIMATED DEPARTMENT
NO. DESCRIPTION MARKET VALUATION
VALUE (OFFJCIAL USE
ONL Y)
NONE
TOTAL THIS PAGE NONE AI ",
~
'"
R~V.451 EX+ (3-80)
COMMONWEAL TH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of
ITEM
NO.
10
11
12
13
14
15
16
SCHEDULE "B"
PERSONAL PROPERTY
(Instructions on Reverse Side)
William R. Mark
DESCRIPTION
1 440 Shares The Peoples National Bank of
Shippensburg - common stock
2 236 Shares Emhart Corporation common stock
3 225 Shares Science Management Corporation common
4 36 Shares Katy Industries, Inc., Class B Pfd.
$1.46 Sere Conv.
5 4 Shares Gulf & Western Industries, Inc. common
6 28 Shares The First National Bank of
Shippensburg (now Commonwealth National) common
7
$5,000 Bond Red Lion Municipal Authority, York
County, Pa. 3-3/4%, Sewer Revenue Bonds, 39
years due 11/15/03
Interest Accrued from 11/16/79 to 1/22/80
Five $1,000 Bonds, St. Johns Lutheran Home of
Mars, Pa. 9% Serial First Mortgage Sinking Fund
Series I Bond 18 years, due 8/1/91
Interest Accrued from 8/1/79 to 1/22/80
~~Shares Chincoteague, Inc. common stock
90 Shares Orrstown Bank, Orrstown, Pa. common
stock
8
9
The Peoples National Bank of Shippensburg,
Checking Account No. 37-211-0
Notes Receivable - Mary Lou Rosenberry,
Shippensburg, Pa. - Judgment Note #136, dated
2/4/76
1979 Ford Thunderbird
Insurance Premium Rebate - Bertholon-Rowland, Inc.
Interest in the Law Partnership of Mark & Weigle
Solicitors Fees from The Peoples National Bank of
Shippensburg
UNIT
VALUE
ESTI MA TE D
MARK ET
VALUE
'*
DEPARTMENT
VALUATION
(OFFICIAL USE ONL Y)
I tJ.{), 44,000.00
JO. I ~t;- (7,965.00) 1/ () r I so
.J. '} 3 7S- (900.00) P 1> S; '1 'I-'
..go I (1,084.50) I,'RO.OO
IF, f7.r 75.50
~~, 616.00
IJ,fD7'
I ()-l),
3,800.00
70.84
3,500.00
42.80
(2,735.00)
9,000.00
8,392.60
3,800.00
6,000.00
96.66
50,000.00
675.00
TOTAL THIS PAGE 6142,753,90)
t:l...1~S::LO
J'f I, riO. 0 'I-
~
~' REV.0452 EX+ (3-80)
COMMONWEAL TH OF PENNSY L VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
ESTATE OF William R. Mark
SCHEDULE "c"
TRANSFERS
'*
INSTRUCTIONS:
1. Answer the questions on reverse side.
2. If the answer to any of the questions on the reverse side is uYes," provide a description of the property transferred per
Schedules "A," liB," or liE," its estimated market value at date of death, dates of transfer, to whom transferred and
relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property.
ITEM ESTIMATED DEPT. VALUATION
NO. DESCRIPTION MARKET VALUE (OFFICIAL USE ONL YJ
NONE
TOTAL THIS PAGE NONE /\/IYYI g -l
~
'"
. REV.453 (1-80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
'*'
(Instructions on Reverse Side)
Estate of
William R. Mark
BENEFICIARI ES AND ADDRESSES RElATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
no . 1-1 M.q.,.1<-
605 E. Orange Street
Shippensburg, Pa. 17257 Wife Yes
~-
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
.,.
.
, ,
'BEV-454 EX+ (3-80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
(Instructions on Reverse Side)
SCHEDULE "E"
JOINTLY OWNED PROPERTY
Estate of
William R. Mark
P
TOTAL E VALUE OF DEPARTMENT
ITEM R
NO. DESCRIPTION MARKET <i DECEDENT'S VALUATION
VALUE N INTEREST (Official Use Only)
T
NONE
TOTAL THIS PAGE NONE AI~o/
~
Fil e Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0080
m Original
o Supplemental
o Remainder
REV-484 EX+ <WO)
Estate Name
Wi 11 i am R. Mark
January 22, 1980
Date of Death
Social Security Number
188- 10-0677
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland
Pennsylvania, do respectfully report that I 'have appraised the real and personal property as reported in the foregoing
return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E"
Dated:
March 16, 1981
.Jlb l.)f 14) If' / 1'.It. 0 iff) )
INHERITANCE TAX APPRAISER
ADJUSTMENTS REMAINDER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)
Real Property (Schedule A) $ None 00+ 92+
Personal Property (Schedule B) $141,880 04 10+
Jolnt.Held Property (Schedule E) None 20+
Transfers (Schedule C) None 30+
TOT AL GROSS ASSETS $141,880 04
Less Debts and Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annuity
RATE
FACTOR
PRINCIPLE
VALUE
CODE
FOR USE OF REGISTER ONLY
CODE
COMPUTATION OF TAX
$
$
$
$
$
Tax on $
6%
TOTAL TAX
INTEREST FROM
BALANCE
TO
$
$
$
Tax on $
15%
Tax on $
Tax on $
T ox on $
Exemptions
Total Esto te
Less Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT INTEREST
+ $ $ =
+ :;:
BALANCE $
TO $
$
TAX CREDIT
$
$
INTEREST FROM
BALANCE DUE
REV.5I8 FO (7-80)
~'.
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Dorothy H. Mark
605 East Orange Street
Shippensburg~ PA 17257
RE: Estate of Wi 11 i am R. Mark
County of Cumberl and
File No. 21-80-0080
Dear Mrs. Mark
You are hereby notified that the Original
appraisement in the estate of William R. Mark
has been filed in the office of the Register of Wills of Cumberland
County on March 16 , 19 81 . Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
T ran s fers
Total
None
J1415880.04
None
None
$141,880.04
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
March 16, 1981
Si gned
~~//J Jif!l'AdJt'J)
Chief Appraiser
Title
NOTE: This is not a bill.
. .
REV.457 (l.BO)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
'*'
Estate of
William R. Mark
File No. 21-80-0080
County
Cumberland
Date of Death Janua ry 22, 1980
PROPERTY REPORTED BY THE ESTATE
DEPARTM ENT'S
APPRAISED VALUE
None
1. TOTAL REAL PROPERTY - SCHEDULE "A" . .
2. TOTAL PERSONAL PROPERTY - SCHEDULE "B"
3. TOTAL TRANSFERS - SCHEDULE "C" . . . .
4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E"
141 880 04
None
None
TOTAL REPORTED PROPERTY
$141,880.04
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
TOTAL GROSS ASSETS
$141,880.04
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day
with the Register of Wi lis.
_$-I~:AAftflj,I1NJ )
APPRAISER
3/16/81
DATE
Inventory of the real and personal estate of
William R. Mark
deceased.
Personal Property
440 Shares The Peoples National Bank of Shippensburg - common stock
236 Shares Emhart Corporation common stock
225 Shares Science Management Corporation common
36 Shares Katy Industries, Inc. Class B Pfd.$1.46 Ser. Conv.
4 Shares Gulf & Western Industries, Inc. common
28 Shares The First National Bank of Shippensburg (now Commonwealth
National) common
$5,000 Bond Red Lion Municipal Authority, York County, Pa. 3-3/4% Sewer
Revenue Bonds, 39 years due 11/15/03
Interest Accrued from 11/16/79 to 1/22/80
Five $1,000 Bonds, St. Johns Lutheran Home of Mars, Pa. 9% Serial First
Mortgage Sinking Fund Series I Bond 18 years, due 8/1/91
Interest Accrued from 8/1/79 to 1/22/80
100 Shares Chincoteague, Inc. common stock
90 Shares Orrstown Bank, Orrstown, Pa. common stock
The Peoples National Bank of Shippensburg - Checking Account No. 37-211-0
Notes Receivable - Mary Lou Rosenberry, Shippensburg, Pa. - Judgment Note
#136, dated 2/4/76
1979 Ford Thunderbird
Insurance Premium Rebate - Bertho1on-Row1and, Inc.
Interest in the Law Partnership of Mark & Weigle
Solicitor's Fees from The Peoples National Bank of Shippensburg
TOTAL
44,000 00
7,965 00
900 00
II
Ii
Ii
II
II
Ii
il
Ii
II
I.
I
I
I
I
I
I
II
I
1,084 50
75 150
i
I
I
616 100
I
I
3,800 100
70 ,84
I
I
!
3,500 iOO
42 180
2,735/00
I
9,000 100
i
8,392 .160
I
I
3,800 100
I
I
6,000 100
I
96166
Ii
I
:1
II
II
50,000 00
675 00
142,753 190
i
TAX AT 6%
TAX AT 15%
TAXAT_%
ADDRESS
ESTATE TAX
'1aQr1r~~"'u9, M. 171S7
ESTATE INFORMATION" ........ ------------
DA TE OF DEATH "-IY II, lt10
NAMEOFDECEDENT 1fJLLIAII a. ....
COUNTY c~..laIIlI
m
m
TOTAL TAX CREDIT tI3.00 ~
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
TOTAL AMOUNT PAID 113.00
FILE NUMBER
11-10-10
.,..-.,.,. 10, 1181
DATE OF PAYMENT
POSTMARK DATE
:EMARKS
MID os 8/0
SEAL
RECEIVED BY
"//~/,. ~ ./ . /
/ I/~ . ~U2/
JIaIy. SIGNATU
...18.... willa
~
REGISTER OF WILLS
,.
REV-455 E><+ (3-80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of William R. Mark Date of Death_ 1/22/80
WHEN CLAIMING THE FAMILY EXEMPT/ON, COMPLETE THE FOllOWING:
.
File No,,2/'.&:J--8C)
Claimant
Dorothy H. Mark
Claimant's Address
Page 1 of 2
Relationship to Decedent _ Wife
ITEM
NO.
605 E. Orange Street, Shippensburg, Pa. 17257
1
NAME OF PAYEE
DATE
4
5
6
Mervin Fogelsanger Funeral Home Funeral
Cemeter Mo
Advertisin Letters Testamentar
Advertising Letters Testamentary
Letters Testamentary & Short Certif.
Transfer of automobile title
8
9
10
11
12
13
14
Ro A. Knox CPA
Cumbo COunt Re ister of Wills
Real Estate
Ronald F. Kum Real Estate
Hale Real Estate
Mar E. Seavers
Cumbo County Register of Wills
16
17
8
19
20
21
22
23
of Wills
and
Dickinson School of Law
Gulf Oil
Citibank
Valle
o.
& Coolin
REMARKS
AMOUNT
2,220.20
15.00
18.00
67.00
39.00
131. 00
1 500.
14.00
225.00
Return
raisal
1
Notar
Filing
and
Certified Co
Filin
ill
POsta
tylt~ling
Credit card balance
Installation of
TOTAL THIS PAGE
,ereby certify that to the best of my knowledge and beHef the foregoing is a just and true statement of debts, fune",
Denses and expenses of administ"tion submitted to the estate as deductions for Inheritance Tax purposes.
/ <--
'a 12/23/80
DATE
OFFICIAL USE ONL Y
TS AND DEDUCTIONS ARE ALLOWED IN TH E SUM OF $ a(' dl. tJ 3? "'.6 AT
/
h
PERCENT.
0;~'~;L~l(e ~ )
.s:9-;?6-?/
DATE
'P'.
-
REV.455 EX+ (3-80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Page 2 of 2
Estate of William R. Mark Date of Death 1/22/80
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No.
Claimant
Dorothy H. Mark
Relationship to Decedent
Wife
Claimant's Address 605 E. Orange Street, Shippensburg, Pa. 17257
-
ITEM -
NO. DATE NAME OF PAYEE REMARKS AMOUNT
24 Milton S. Hershey Medical Cente Medical expense 57.15
25 J. Paul Fogelsanger Ins. Insurance Premium _ 113 E. Kin2" St. 143.00
26 Borough of Shippensburg Real Estate Taxes - 113 E. King S to 234.04
27 Borough of Shinnensbur2" Real Estate Taxes-113-115 E. King St 313.24
28 Dorothy H. Mark Family Exemption 2.000.00
29 PennsYlvania Vital Statistics 3 death certificates 9.00
30 .Tn},n (' Rptd T,ih "HTV Annra; SHl 175.00
':11 M<I...1r J;. T.J", -: 0-1 '" , p",,,, 3 500.00
<;T
Checks Written bv ~ 1 <In" ~1 1 ",.j!'+-~~ ...:l~~+-"t..
32 Valley Forrel'lr ff1t..r:; '1'",11 _ 1 Dues 1 1 ()()
11 ot Lebanon 2 ') 7 ')()
T.._.._ M"'n~ c... .__ ('1 . .
34 Masland Associates M~rl-:_.,l "hill 1') .00
35 Department of Revenue (Pa.) P.<I T. '1'<lV _1070 I. fin ()f"l
36 n. ~. ~ 1 _ - 1 T. .- 'T'''''''_10iO ? f"lf"lf"l f"lf"l
.
- H (' P A M_...:l.o____ T..~ D_ --:,~ 'lL: 1 n
TOTAL THIS PAGE I $ 22,036.05
I he,eby. ce,tily that to the best 01 my knowledge and beliel the Imegoing is a just and hue statement 01 debts. lune,al
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes.
/ t
) ~- /~/Fo
DATE
OFFICIAL USE ONL Y
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ .;(.:( ;).3/;/~ AT
./
t
PERCENT.
~ a~
'/ "'G';T. "'W'L"
3-d?5-P
DATE
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate. other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
QENERAL INHERITANCE TAX INFORMATION
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
Ii there is no spouse. or if the spouse has forfeited his/her rights. then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws.
l' "'0 C; (") 6 ~ ~ ~
- >- 0 0 r;Jl
Z C') (") C C; ~ z 3: z ~
tT1 tT1 ~ Z ::0 >- 0 - 0
Z Z tT1 ~ ~ ~ z
9 9 ~ -< r;Jl tT1 -
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0 'Tj --
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1. If the family exemption is being claimed. indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
. .~
REV-455 EX+ (3-80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE #IF"
STATEMENT OF DEBTS
AND DEDUCTIONS
Page 1 of 2
Estate of William R. Mark Date of Death 1/22/80
WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING:
File No,;; ) .~;/'.;)2'
Claimant
Dorothy H. Mark
605 E. Orange Street, Shippensburg, Pa. 17257
Relationship to Decedent
Wife
Mervin Foge1sanger Funeral Home Funeral
Cemeter Mo
Advertisin Letters Testamenta
Advertising Letters Testamentary
Letters Testamentary & Short Certif.
Transfer of automobile title
Claimant's Address
ITEM
NO.
DATE
NAME OF PAYEE
1
4
5
6
8
9
10
11
12
13
14
Ro A. Knox CPA
Cumbo Count Re ister of Wills
Real Estate
Ronald F. Kum Real Estate
Mar
Cumbo County Register of Wills
16
17
8
19
20
21
22
23
Dickinson School of Law
Gulf Oil
Citibank
Valle
o
& Coo1in
REMARKS
Return
Notar
Filing
and
AMOUNT
2,220.20
15.00
18.00
67.00
39.00
131.00
1 500.00
14.00
225.00
10.00
9.00
25.00
4.36
450.00
74.00
TOTAL THIS PAGE
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes.
~ A.~~/J/ /J2c.u-Jf /12/23/80
IGl'JATURE OF ATT RNEY/FIDUC ARY"""'- DATE
OFFICIAL USE ONLY
Certified Co ill
Filin
Posta
Credit card balance
Installation of
h
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ alc1. tJ.3~. tJ6 AT
/
PERCENT.
qll~/LE~
~-;(6-1/
DATE
"
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws.
L' '"t:I t;I n ~ t'i1 ~ !l
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
-
..
~ ~
REV.455 EX+ P-gO)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Page 2 of 2
Estate of William R. Mark Date of Death 1/22/80
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No.
Claimant
Dorothy H. Mark
Relationship to Decedent
Wife
Claimant's Address
605 E. Orange Street, Shippensburg, Pa. 17257
ITEM
NO.
DATE
NAME OF PAYEE
REMARKS
AMOUNT
57.15
143.00
234.04
313.24
2 000.00
9.00
175.00
3 500.00
24
25
26
27
28
29
30
Milton S. Hershe Medical Cente Medical ex ense
J. Paul Fo er Ins. Insurance Premium - 113 E. Kin St.
Real Estate Taxes - 113 E. Kin St.
Real Estate Taxes-113-115 E. Kin St
Penns 1vania Vital Statistics
Famil
3 death certificates
Doroth H. Mark
Checks Written b
34
35
36
32
TOTAL THIS PAGE $ 22,036.0'
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes.
/
OFFICIAL USE ONLY
DEBTSANDDEDUCTIONSAREALLOWEDINTHESUMOF $ ;(~ ;)...5&, tJb AT
) ~. /~/Jll
DATE
&
PERCENT.
tJ4 (! ~
- . ~ "'G';H .O'W'LL>
3-d?s-tf/
DATE
-
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
COMMONWEALTH OF ENNSYLVANIA
DEPARTMENT OF REV NUE
BUREAU OF EXAMIN ION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
'*
/' "
ESTATE
, J'
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, jr A,//.I/~7 /)' -;% <;.0
COUNTY FILE NO:
./1! ,:{d - ,Y (/
DATE
TO:
(/
I
FILE NO.
,..il '? /1 _ ,
..?\/- t/ (./ - ("1" C/
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DATE OF DEATH,' ',.h4Z-7 eX?;{
~/r /
/15tJ
Appraised Value of Estate:'
Real Estate
Personal Property
$
+ /"1/ ;-?,'?d, () I-
"
-----
Jointly Held Property /Transfers
+
Total Gross Estate
$ / ~I Z/ F tJ, 0 I-
,
Total Approved Deductions
;J') tI :j(P. l/:)
I
Clear Value of Estate
$ /1'1 i?L/3 99
.I
Less: Approved Ch"ritable Exemptions
Clear Value of Estate Subject to Tax
$//;//'1391
~
Amount Taxable @ 6% Rate
$ //e; (;'1:3 71
.I
tax due
.r; "., ,,"
$ ~/900 J
Amount Taxable @: 15% Rate
tax due
_ / /. TOTAL PENNSYLVANIA INHERITANCE TAX DUE.. $ ~ / ~ ~ l~ ?
dVLI /'7::".,..#- i)" '-:/fJ. ,. y /.l"I,/v(;-4"'f-'<'\ / f")~
(Jt;ud- --I7;-~('7~~-e..- U'/l..r;1yJ /{)-C:?;l-50 - 1-~(}-cl /(!~'i;- ",po:r- 1-' ''''''./ ---'-_. - ~
T /I -7 o' 2.1 J.-
* * * * * * A five percent discount totaling $ ,4;;{ d.:J I"":;;
, /
will b. granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
if /;' ~
7 - .:/../- )(,)
/ - j /) - ? /
,
/
$ f..>; ;''-1'1-0. fro
J
+ $ 3//./- FJ - $
= $ ~'.p1!.i-'71
~
12' '1, ?Ld
+
=
'I ,y.:J' iff)
+
Interest accrues at 1he rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment; Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
Assessed by:
See Information on Reverse Side Agent for th
REGISTER OF WIL.LS
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ACCOUNT NUMBER
Fund Dept
Detail
/
0100
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AMOUNT
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Total Cash
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Docket No. 1- 1.,)41
IN RE: 1st. of wfl1t8m A. Mark
C&eerl..,d Count,
DorothY H. Maf1c.f E*lCUt,hc
PETITION FOR RtFUND OF Iransfer Inheritance Tax.
AND NOW TO WIT
A. D. 19
, I certify
that the following is the action of the Board of Finance and Revenue
of the Commonwealth of Pennsylvania in this matter:
"And now to wit
June 24.
A. D. 1981 ,
tI A refund f. her., ,rented t n the 8IIOUnt of $95.28."
BY ORDER OF THE BOARD OF FINANCE AND REVENUE
State Treasurer, Chairman
Auditor General
Secretary of Revenue
Attorney General
General Counsel
Secretary of the Commonwealth
~''"''
!? _r
.~/.
""'...C' ,,;.I._,......-t...~
, i
6/
o inance and Revenue
ATTEST:
Secretary, Board
Mai 1 ed to:
Merk S. Wet gl.
Attorneys 8t Lat
115 E. Kfng Street
Shtppensburg, PA 17257
Attn. Jerry ~.tgle
on
f~Tf I jcs
REV-807 EX (<MIO)
INHERITANCE TAX REFUND CALCULATION SHEET
ESTATE OF uJ I LL / A ~ r< (Yl A ttK
COUNTY OF (1, I fVI t)F ILL A tJb
STATE FILE # ~I ~() - {)()&()
DOCKET # { &3LlI
DATE OF APPRAISEMENT 3~SlI
REAL PROPERTY $ _0 -
PERSONAL PROPERTY { '-{ I . 88o.0l{
TRANSFERS -,0 -'
JOINTLY HELD PROPERTY - .. -
GROSS ASSETS I 4 ( I 8 &0 .0 'l/
LESS DEBTS AND DEDUCTIONS ::l:J. 0 3G:, .OS
I
CLEAR VALUE $ I , q . ~4.~.Cj9
TAX@6%L 15%
LESS 5% DISCOUNT ON $ {r;>:3 (S 7 '1
I
PLUS 6% INTEREST FROM: /6/L"Z)'i() TO: I /:J.O/'(I .014"
t 1- I I
$
7, {'70,(q1./
.3 ,s- 79
1:J-87
REFUND DUE
$
(n ~ 87. 7 .2
I
(0 /1 8' 3 _ (X)
9 s. :2.8
NET TAX DUE
LESS TAX PAID
CALCULATED BY: C' uJ-'L~
REFUND CLAIMED: $ q:5 _ {I..f
DATE:
<;/27/8/
I I
REFUND DETERMINED: $
q S. :1'i?
"
:) REV. 483 EX (12-86)
COMMONWEALTH OF PENNSYlVANIA.
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
P.O. BOX B327
HARRISBURG, PA 17105-B327
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
ACN
201
ESTATE OF MARK
DATE OF DEATH 01-22-80
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE
TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE
WILLIAM
R
DATE 04-13- 7
FILE NO. 21 80-0080
COUNTY CUMBERLAND
UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
CHECKS PAYABLE TO: "REGISTER OF WILLS, AGENT."
JERRY A WEIGLE
115 EKING ST
SHIPPENSBURG
17257
I PLEASE RETURN THIS
I PORTION TO REGISTER OF
. WILLS IF PAYMENT DUE
Amount Remitted to Register of Wills
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR FILES --
------------------------------------------------------------------------
REV. 483 EX (12-86) **NOTICE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN**
ESTATE OF MARK
WILLIAM
R FILE NO. 21 80-0080
ACN 201
DATE 04-13-87
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/ or Interest)
6,874.85
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed
.00
6,874.85
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT INTEREST (-) AMOUNT PAID
DATE NUMBER
" 00
("')' ::0::>:1
C,.., -..J ,..,~
3;::>:1
aJ~ :J:>> ~o
!..J0l ::0
rr1 ~J -0 -~CJ
p?~ '::0 :n rTl
-
::CW:!: N
?~ 1" N
"
::s:
~
TOTAL TAX CREDI.T .00
BALANCE OF TAX DUE .00
INTEREST .00
TOTAL DUE .00
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
* IF PAID AFTER THIS DATE SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST
21 - 80 - 80
. .
BOND
REGISTER OF WILLS OF CUMBERLAND COUNTY
BOND AND SURETY FOR PERSONAL REPRESENTATIVE
KNOW ALL BY THESE PRESENTS, That
Forrest H. Mark
as principal(s) and Westorn Suroty rompany
1601 Market St., 16th Floor Philadelphia. Pa. 19103~2316
as surety (sureties) are held and firmly bound unto the Commonwealth of Pennsylvania in the sum of One Hundred
Sixty Thousand Five Hundred
Sixty-Six dollars ($160,566 ) to be paid to the Commonwealth, for which payment we
do bind ourselves, jointly and severally, our heirs, executors, administrators and successors, the
condition of this obligation being that if
Forrest H. Mark
as (state fiduciary capacity)
Administrator C.T.A.
of the estate of
William R. Mark
, deceased,
or any of them, shall well and truly administer the estate according to law, then this obligation shall
be void as to the personal representative or representatives who shall so administer the estate and his
or their surety or sureties; but otherwise it shall remain in full force.
Signed and sealed this
?firn
day of
Apr i 1
, 19 q fi
, each
intending to be legally bound hereby.
(Seal)
(Seal)
POWER OF ATTORNEY
Kno!" All Men by These Presents:
.
(I rrevocable)
BOND No. R-
4~51 \.9 5 5
That this Power of Attorney is not valid or in effect unless attached to the bond which it authorizes executed, but may be detached by
the approving officer if desired. That Western Surety Company, a corporation, does hereby make, constitute and appoint the following
authorized individuals:
in the City of <;, 1-4 I P PEN <;, B II P (; ,State of PEN N S Y l V 4 N I A ,with limited authority, its true and
lawful Attorney(s) in fact with full power and authority hereby conferred, to sign, execute, acknowledge and deliver for and on its behalf as
Surety, one of the following bonds.
An ORIGINAL bond required by Statute, Decree of Court or Ordinance for:
(A) ADMINISTRATOR REFEREE IN PARTITION
EXECUTOR COMMISSIONER TO SELL REAL ESTATE
PERSONAL REPRESENTATIVE TRUSTEE OR RECEIVER - In Bankrnptcy (Exclnding Chapter II)
GUARDIAN OF INCOMPETENT CURATOR
CONSERVATOR OF INCOMPETENT/CONSERVATEE
COMMITTEE OF INCOMPETENT
SALE OF REAL OR PERSONAL PROPERTY- When this company has qnaIifying bnnd nr when it is a separate
bond fOT accounting of proceeds of sale only.
MAXIMUM PENALTY
$ 500,000
(E)
COST ON APPEAL
(EXCLUDING OPEN PENALTY. STAY, SUPERSEDEAS OR GUARANTEE OF A JUDGMENT)
$ 10,000
$ 50,000
$ 100,000
20000
$ 2,000
$ 25,000
(B)
(C)
(D)
GUARDIAN OF MINOR OR CONSERVATOR OF MINOR
NOTARY PUBLIC RECEIVER - (In State Court Only)
PUBLIC OFFICIAL AND DEPUTIES TRUSTEE - (Testamentary Only)
PLAINTIFF'S COURT BOND - Banks, Savings & Loan. and Trust Companies
(Except Restraining
Order and Injunction) - All Others. except bonds prohibited by "NOTE- below
(Fl
bonds are authorized where the state of
LICENSE AND PERMIT EXCEPT BONDS WHERE THE UNITED STATES OF AMERICA. A FEDERAL AGENCY. OR A STATE IS THE OBLIGEE
(G)
$ 10,000
SPECIAL FUEL USERS
$
2,000
(H) ANY BOND OR INDEMNITY provided there is attached to this Power of Attorney. written authority in the form of an endorsement. letter or telegram, signed
by the Senior Underwritin~ Officer. Underwriting Officer, President, Vice President, Assistant Vice President, Secretary. Treasurer or Assistant Secretary of Western
.suret~3ifTJ'5arY 31r-88~gai:.r s~~mOB~~~~a ~ts execution. For confirmation of the necessary written authority, please contact our Underwriting Department at
EDEAS.olj.. OPEN PENALTY OR STAY BONDS ON APPEAL OR GUARANTEE OF JUDGMENT OR BAIL BONDS OR CONSTRUCTION BID OR CONTRACT
SORBONP~'ROR DEFENDANTS OR UTILITY DEPOSIT BONDS OR SITE IMPROVEMENT BONDS ARE NOT AUTHORIZED BY THIS POWER OF ATTORNEY.
,.' ex~e"\~~l'rpyid<;d ill5!:ction (H).
~T!3R~<SURETY <;OMPANY further certifies that the following is ~ true and exact copy of Section 7 of the By-Laws of Western Surety Company, duly
a.l!~i?ted ~nd now in force,:to+wit: "Section 7. All bonds, policies, undertakings. Powers of Attorney. or other obligations of the corporation shall be executed in
tJiej:Qrporate name of the Cqmpany by the President, Secretary, any Assistant Secretary, Treasurer, or any Vice President, or by such other officers as the Board
<lI' J:)jfectors may authorjze: the President, any Vice President, Secretary. any Assistant Secretary, or the Treasurer may appoint Attorneys in Fact or Agents who
sllall'have lUlthority to issue ~nds, policies. or undertakings in the name of the Company. The corporate seal is not necessary for the validity of any bonds, policies,
:::r:l::~~:~;::~::::::rlnge~0 er Obli(]ti s .of the corporation. The signature of ;y ~U~h;f~ce~ a~d the corporate seal may be ~r~te~ b; f~S~il~"
ATT'E:S'r
Assistant Secretary By
~~~0JJ.:rH DAKOTA 1
y OF MI~NEHAHA SS
l'ilth day of eli! 994. before me. D. Krell. the undersigned officer. personally appeared JOE P. KJR A. VIETOR who ackno ledged emselves to be the President
ta ive!y:, of Western Surety Company, a corporation, and that they, as such officers being authorized to do so, executed the regoi g instrument for the purposes
~ ~~~f'"~~ ::;":;;;~~ :.,'",m~':::"," """" A. ~
Notary Public, South Dakota
:p(:..:;Western Surety Company, a stock corporation of the State of South Dakota, do hereby certify that the attached Power of Attorney is in full force and effect
~rtn.ore, that Section 7 of the By-Laws of the company as set forth in the Power of Attorney, is now in force.
any whereof, I have hereunto set my hand and the seal of the Western Surety Company this" _ day of
WESTER COMPANY
.IMPORTANT: This date must be filled in before it is attached
to the bond and it must be the same date as the bond.
By
'.
, ,
FAMILY AGREEMENT
THIS AGREEMENT made this
--... eLl;
"7) ( L
day of April, 1981,
BETWEEN DOROTHY H. MARK, sole legatee under the Last Will and
Testament of William R. Mark, late of the Borough of Shippensburg, Cumberland
County, Pennsylvania,
AND DOROTHY H. MARK, Executrix of the Estate of William R. Mark,
deceased,
\\THEREAS, William R. Mark died January 22, 1980, testate, and under
his Will left his estate to the party herein; and
WHEREAS, Letters Testamentary were granted to Dorothy H. Mark on
February 7, 1980, by the Register of Wills of Cumberland County, Pennsylvania;
and
WHEREAS, all the assets of the late William R. Mark have been
liquidated or distributed and all his debts paid in full, and further the
period of four months having terminated since the first advertisement of the
issuance of Letters to the said Executrix, the said party hereto desires to
waive the duty of the Executrix to file a First and Final Account with Proposed
Schedule of Distribution for purposes of confirmation by the Court of Common
Pleas of Cumberland County, Pennsylvania, AND FURTHER desires that a Family
Settlement be executed, which Family Settlement will be duly recorded among
the deed records in and for Cumberland County.
NOW, THEREFORE, WITNESSETH that the party hereto, in consideration
of the premises above stated, and of the Accounting and Proposed Schedule of
Distribution attached hereto and made a part hereof, and the receipt of her
distributive share as therein shown, does mutually bind herself to the said
Distribution and Accounting as set forth and further releases Dorothy H. Mark,
the Executrix, from all claims and demands whatsoever arising out of the
settlement of the Estate of William R. Mark.
MARK AND WEIGLE
Attorneys at Law
Shlppensburg. Pa.
L.J~k 1.08 r liVe 2:14
-1-
IN WITNESS WHEREOF, the party has hereunto set her hand and seal
the day and year first above written.
Witness:
~ ' /,/)'
~ '-=-:L.c.1 . .'J, ') ) a..-L/<,---
Dorothy H. Mart - /
(SEAL)
II
J
MARK AND WEIGLE
Attorneys et Lew
Shlppensbul1l. ....
L"l.~; 108 t~u( 2,*0
-2-
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the QCJti
day of April, 1981, before me, a Notary Public
in and for said County and State, the undersigned officer, personally appeared
DOROTHY H. MARK, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
m~ C. vbv?i.V>4J
Mary . Seavers, Notary Public
Shippensburg. PA Cumberland County
My Commission Expires JulV 27. 1982
MARK AND WEIGLE
Attorneys at Law
ShlppensbUI'l. Pa.
L J~K 10B f ~UC ~'lti
-3-
1.0,><-:::, ~
IN RE: ESTATE OF WILLIAM R. MARK,
late of the Borough of
Shippensburg, Cumberland
County, Pennsylvania
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Date of Death
January 22, 1980
Dates of Advertisement of Letters
News-Chronicle
Cumberland Law Journal
February 14, 21 and 28, 1980
February 22 and 29, March 7, 1980
FIRST AND FINAL ACCOUNT
of Dorothy H. Mark, Executrix
PRINCIPAL ACCOUNT
DR.
The Accountant charges herself as follows:
440 Shares The Peoples National Bank of Shippensburg - Common
Stock @ $100
236 Shares Emhart Corporation common stock @ $30.125
$ 44,000.00
7,109.50
885.94
1,080.00
75.50
616.00
3,800.00
70.84
225 Shares Science Management Corporation common @ $3.9375
36 Shares Katy Industries, Inc. Class B Pfd. $1.46
Ser. Conv. $30.00
4 Shares Gulf & Western Industries, Inc. common $18.875
28 Shares The First National Bank of Shippensburg
(now Commonwealth National) common $22
$5,000 Bond Red Lion Municipal Authority, York County, Pa.
3-3/4% Sewer Revenue Bonds, 39 years due 11/15/03
Interest Accrued from 11/16/79 to 1/22/80
Five $1,000 Bonds, St. Johns Lutheran Home of Mars, Pa.
9% Serial First Mortgage Sinking Fund Series I Bond
13 Years due 8/1/91
Interest Accrued from 8/1/79 to 1/22/80
3,500.00
42.80
200 Shares Chincoteague, Inc. common stock 13.676
2,735.20
90 Shares Orrstown Bank, Orrstown, Pa. common stock
9,000.00
The Peoples National Bank of Shippensburg -
Checking Account No. 37-211-0
8,392.60
Notes Receivable - Mary Lou Rosenberry, Shippensburg, Pa. -
Judgment Note No. 136 - dated 2/4/76
3,800.00
1979 Ford Thunderbird
6,000.00
MARK AND WEIGLE
AttorMYI .t L.w
Shlppenlbul"tl. P..
-4-
L. "..k 10e t i<uC ~1)
Insurance Premium Rebate - Bertholon-Rowland, Inc.
$
96.66
Interest in the Law Partnership of Mark & Weigle
50,000.00
Solicitor's Fees from The Peoples National Bank of
Shippensburg
675.00
Dorothy H. Mark - Contribution in Cash to take securities,
automobile, judgment note, and partnership interest in kind
12,159.83
Income transferred to Principal Account
701. 96
TOTAL DEBITS
$154,741. 83
CR.
The Accountant credits herself as follows:
Mervin Fogelsanger Funeral Home - Funeral
Cumberland Law Journal - Advertising Letters Testamentary
$ 2,220.20
3,000.00
l5.GO
18.00
67.00
39.00
131. 00
1,500.00
4.00
225 . 00
50.00
125.00
10.00
9.00
3.50
I Wayne Seylar - Cemetery Monument
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News-Chronicle Company - Advertising Letters Testamentary
Cumberland County Register of Wills- Letters Testamentary
and Short Certificates
Pennsylvania Department of Revenue - Transfer of
Automobile Title
Roy A. Knox, CPA - 1979 Tax Return Preparation
Roy A. Knox, CPA - Federal Estate Tax Return
Cumberland County Register of Wills - 4 Short Certificates
Fogelsanger Real Estate - Real Estate Appraisal
Ronald F. Kump Real Estate - Real Estate Appraisal
Hale Real Estate - Real Estate Appraisal
Mary E. Seavers - Notary Fees
, Cumberland County Register of Wills Filing Inventory,
i!
Appraisement and Statement of Debts & Deductions
i!
I' Cumberland County Register of Wills - Certified Copy of Will
MARKANOWEIGLE
AttorneYI at Law
ShlpPlInlbul'll. Pa.
L J~;\ J..Uv f>JvC ~/ib
-5-
Cumberland County Register of Wills - Filing Family Agreement
Mark & Weigle - Postage - Stock transfers and mailing
Federal Estate Tax Return Form 706
Carlisle Radiology - Medical
W. Robert Mark, Jr. and Steven E. Mark - Travel expense
to attend funeral
Dickinson School of Law - Pledge to Library Advocacy Center
Fund - made prior to death
Gulf Oil Corporation - Credit card balance
Citibank Visa Credit Co. - Credit card balance
Valley Heating & Cooling - Installation of heating system
contracted prior to death
Milton S. Hershey Medical Center - Medical Expense
J. Paul Fogelsanger Insurance - Insurance Premium -
113 East King Street
Borough of Shippensburg - Real Estate Taxes - 113 East
King Street
Borough of Shippensburg - Real Estate Taxes - 115-117 East
, King Street
Dorothy H. Mark - Family Exemption
; Pennsylvania Vital Statistics - 3 death certificates
John C. Reid - Library Appraisal
Mark & Weigle - Attorneys' Fee
Valley Forrest #145 Tall Cedars of Lebanon - Dues
Lyons Mens Store - Clothing
Masland Associates - Medical Bill
Department of Revenue CPa.) - Pa. Income Tax - 1979
U. S. Internal Revenue Service - Federal Income Tax - 1979
H.C.F.A. Medicare Insurance - Premium
TOTAL CREDITS
MARK AND WEIGLE
Attorneys at Law
Shlppensbul1l. Pa.
l. J~K J.UU hwt ~/'lti
-6-
$ 25.00
4.36
390.00
,450.00
.500.00
164.50
158.46
3,774.00
57.15
143.00
234.04
313.24
2,000.00
9.00
175.00
3,500.00
13.00
257.50
15.00
400.00
2,000.00
26.10
$ 22,026.05
RECAPITULATION
TOTAL DEBITS
$154,741. 83
TOTAL CREDITS
22,026.05
BALANCE FOR DISTRIBUTION
$132,715. 78
INCOME ACCOUNT
DR.
The Accountant charges herself as follows:
Gulf & Western Industries common stock - Dividends
Science Management Corporation common stock - Dividends
$ 14.26
141.60
11.26
13.14
319.20
202.50
$ 701. 96
Emhart Corporation common stock - Dividends
Katy Industries, Inc. common stock - Dividends
The Peoples National Bank of Shippensburg common stock -
Dividends
Orrstown Bank common stock - Dividends
TOTAL INCOME ACCOUNT DEBITS
MARK AND WEIGLE
Attorney. .t L.w
Shlppen.bu.... P..
L .)i..~; .luG ft,,,C ~5u
-7-
IN RE: ESTATE OF WILLIAM R. MARK
PROPOSED SCHEDULE OF DISTRIBUTION
Your Accountant proposes that distribution be made pursuant to Paragraph
Second of the Last Will and Testament of William R. Mark, late of the Borough
of Shippensburg, Cumberland County, Pennsylvania, a copy of said Will being
attached hereto and made a part hereof.
BALANCE FOR DISTRIBUTION . . . . . . . . . . .
$132,715.78
Your Accountant therefore suggests that distribution be made as follows:
TO: DOROTHY H. MARK
In Kind:
440 Shares The Peoples National Bank of Shippensburg -
common stock
236 Shares Emhart Corporation common stock
225 Shares Science Management Corporation common stock
36 Shares Katy Industries, Inc. Class B Pfd. $1.46
Sere Conv.
4 Shares Gulf & Western Industries, Inc. common
28 Shares The First National Bank of Shippensburg
(now Commonwealth National) common
$5,000 Bond Red Lion Municipal Authority, York County,
Pa. 3-3/4% Sewer Revenue Bonds, 39 years due 11/15/03
Interest Accrued from 11/16/79 to 1/22/80
Five $1,000 Bonds, St. Johns Lutheran Home of Mars, Pa.
9% Serial First Mortgage Sinking Fund Series I Bond
18 years, due 8/1/91
Interest Accrued from 8/1/79 to 1/22/80
200 Shares Chincoteague, Inc. common stock
90 Shares Orrstown Bank, Orrstown, Pa. common stock
Notes Receivable - Mary Lou Rosenberry, Shippensburg,
Pa. - Judgment Note No. 136, dated 2/4/76
MARK AND WEIGLE
Attorneys at Law
Shlppensbul'\J. h.
L J\.i'i lUL,. hll,JC ,,;,!;jJ.
-8-
$ 44,000.00
7,109.50
885.94
1,080.00
75.50
616.00
3,800.00
70.84
3,500.00
42.80
2,735.20
9,000.00
3,800.00
'.
"
1979 Ford Thunderbird
$ 6,000.00
Interest in the Law Partnership of
Mark & Weigle
50,000.00
$132,715.78
THIS EXHAUSTS THE FUND.
MARK AND WEIGLE
Attorneys at Law
Shlppensllu.... Pa.
L. ..n.R 10S f;,ut 2b~
-9-