HomeMy WebLinkAbout03-0480 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Michael A. Marhevka No. C~/- ~- ~:P~
also known as To:
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 209-18-3638 ' Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix named
in the last will of the above decedent, dated April 21, , 1969
and codicil(s) dated May5, 1981
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
· Decendent was domiciled at death in Carlisle, Cumberland ~ ., ~ County, PennsYlvania, with
his last family or principal residence at 127 Ladnor Lane, ~arliste, rermsylvania 170~J
(list street, number and muncipality)
Decendent, then 76 years of age, died_ . January 22 192001
at Carlisle Hospital, Carlisle, Cuinberland County, pennsylvania ' "
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:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $300 t 138.00
(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:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters.testamentary
theroll. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
i27 Ladnor Lane, Carlisle, PA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA -)
COUNTY OF Cumberland .f' ~S
The petitioner(3) 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.
Sworn to or affirmed and subscribed ~ ,~z~~'~~ ~--~ ~ ~_ ~ .?_.~//~ ..ff ~f
befor.~e this // ~-,z/ day of ~ ~ " ' ~'
· &,~ ~ 1~ 2003 raufine T. Marhevka ~
Register ~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~/Iichael A. Marhevka
Date of Death: ,Tan]Ia rv 92.
Wil] No.: Admin. No.: 21
Pursuant to Rule 6.12 of the Supreme Court Orphans' Corn1 Rules, I re?o~l the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~] No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. i is Yes, state the following:
a. Did the personal representative file a .final account w/th the Court?
Yes _ No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
Did the personal representative state an account informally to the parties
in interest? Yes ~] No [-']
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be 51ed with the Cleric of the Orphans' Court
and may be attached to this report.
James D. Flower, Jr., Esquire
Name
Saidis, Shuff, Flower & Lindsay
26 West High Street
Carlisle, PA 17013
Address
717-243-6222
Telephone No.
~ _ . ~e ..... n .... ve
CnDac~ty' [-'] Person~_l p,-~ t~
~ Counsel for personal representative
Estate of MICHAEL A. MARHEVKA
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~j /~_L 1020(1:~ , in consideration of the Petition on
the reverse side hereof, s/aatisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated April 21, 1969 and May 5, 1981
described therein be admitted to probate and filed of record as the last will of
MICHAEL A. MARHEVKA ;
and Letters testamentary
are hereby granted to Pauline T. Marhevka
Probate, Letters, Etc .......... ~ James D. Flower, Jr.. #27742
S. IJort Certificates( ) ...... :... $ ~..~'~ ATTORNEY (Sup. Ct.. I.D. No.)
~[enunclatlon ................ $. /O"~-° 26 West High Street, Carlisle, PA 17013
~ $ /~"/, <~)<D ADDRESS
TOTAL ~ ~
Filed ".~./-/~o,. ,d~.,,....~....~..~ ........... 717-243-6222 PHONE
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the
testat
, sign the same and that signed as a witness at the
request of testat~ in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of (Name)
19
(Address)
Register
.:. ~ ': i < (Name)
~ : ~i :~ (Address)
~=' ~) RE.I~IST.~]~_. OF WILLS OF CUMBERLAND COUNTY
O~lt:~-I OF NON-SUBSCRIBING WITNESS
James D. Flower, Jr. and Merlene Marhevka
(each) a subscriber hereto, (each) being duly qualified according to law, depose(~ and say(x) that
Lhey are familiar with the signature~cff.-...lVlichael A, Marhevka,
that they .... ~ ~~c3~d' ~~
oeueves the signature on th~ in the h~d~iting of
Michael A. Marhevka ~~~
to the best of their knowledge ~d beef. .
Sworn to or affixed and subscribed before '~ t C ' ~ ~'' "-' ~
me this _ day of k ] (Name) ames ~y Flower, Jr.
~ ~Z6 West HiTh Street, Carlisle, PA 17013
(Name~ ~erlene ~arhe~ka
26 Wost H~h Stroot~ Carlislot P~ 17013
(Addr~s~
105.805 IKEV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forWarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
Local Registrar
P 6948049
No. ~ Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
209 -- 18 --3638
76 : : 2/3/1924
Cumberland Car~lst~ ~ar~ls~ Hosplta~ "~",
whit~
127 Ladnor Lane
Carlisle, PA 17013
,, Anna Kurtak
I~ ~z/ Laanor /an~ Cartiste, PA 17013
c,~D ~,,,,.U ~.~,.~ ~=m.,~c ......... c ....... ~.~.~..~
~ ~ ~,~.I/26/2001 l~,,Mt. Ho~y Sprin~s Cgm. [~,~Mt. Hotty Sprin~s~ Pa. 170 5
~. 011589L }~rbson-Ho~tint Mt. Hot& Pa. 17065
CODICIL
I, Michael A. Marhevka, of South Middleton Townshi~p,
Cumberland County, Pennsylvania, declare 'this to be the sole
Codicil to my Last Will and Testament, dated April , 1969.
ITEM I: I hereby revoke Item VI of my last Will and in
lieu thereof provide as follows:
ITEM VI: I appoint my said wife Executrix of this my
last Will. Should my said wife fail to qualify or cease to act
as Executrix, I appoint my son, Michael A. Marhevka, Jr., Executor
of this my last Will. Should my said son fail to qualify or cease
to act as Executor, I appoint my other son, Paul P. Marhevka,
Executor of this my last Will.
ITEM II: In all other respects, I hereby ratify, confirm
and republish my last Will, dated April , 1969, together with
this sole Codicil, as and for my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal,
this 5th day of May, 1981.
Signed, published and declared on the date thereof by
the above named Michael A. Marhevka as and for the sole Codicil
to his last Will, dated April , 1969, in the presence of us,
who, at his request, in his presence and tn the presence of each
other, have subscribed our names as witnesses hereto.
LAST WILL AND TESTAMENT OF MICHAEL A. MARHEVKA
I, Michael A. Marhevka, of South Middleton Township,
Cumberland County, Pennsylvania, declare this to be my Last Will
and Testament and revoke all Wills and Codicils previously made
by me.
ITEM I: I direct that all my just debts and funeral
expenses shall be paid from my residuary estate, as soon as
practicable after my decease, as a part of the expense of the
administration of my estate.
ITEM II: I devise and bequeath all of my estate of every
nature and wherever situate to my wife, Pauline T. Marhevka, providing
she shall survive me by thirty (SO) days.
ITEM III: Should my wife, Pauline T. Marhevka, predecease
me or die on or before the thirtieth day following my death, I devise
and bequeath all of my estate of every nature and wherever situate in
equal shares to my three (3) children, Michael A. Marhevka, Jr.,
Paul P. Marhevka, and Therese Marhevka. Should any of my said children
predecease me, I devise and bequeath his or her share in equal shares
to my children living at the time of my death.
ITEM IV: Should my wife, Pauline T. Marhevka, predecease me,
I appoint John S. Marhevka and Cassie D. Marhevka, his wife, of Scranton,
Pennsylvania, guardians of the person or persons of any of my said
children who is a minor at the time of my death.
ITEM V: Should my wife, Pauline T. Marhevka, predecease me,
I appoint Cumberland County National Bank and Trust Company, Mount Holly
Springs, Pennsylvania, guardian of any property which passes, either
under this Will or otherwise, to any of my said minor children, until
each of my said minor children shall attain the age of twenty-one (21)
years, respectively. Such guardian shall have the power to use principal
as well as income from time to time for my said children's education,
support and welfare, or to make payment for these purposes, without
further responsibility, to my said minor children or to any person
taking care of my said minor children.
ITEM VI: I appoint my wife, Pauline T. Marhevka,
Execbtrix of this my Last Will and Testament, Should my wife,
Pauline T. Marhevka, fail to qualify or cease to act as Executrix,
I appoint my brother, John S. Marhevka, Executor of this My Last Will
and Testament.
ITEM VII: I direct that my personal representative and
guardians, as well as their successors, shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~,' day of ~.~_~' , 1969.
The preceding instrument, consisting of this
and one other typewritten page, each identified by
the signature of the Testator, was on the day and date
thereof signed, published and declared by MICHAEL A.
MARHEVKA, the Testator therein named, as and for his
Last Will and Testament, in the presence of us, who,
at his request, in his presence, and in the presence
of each other, have subscribed our names as witnesses
hereto. ~~' ~ ~'u"
.,..,.,.'~ /~'-( ,.,~:. .... /',~, ~ - 7. ,C~'7~
MICHAEL A. MARHEVKA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: MICHAEL A. MARHEVKA
Date of Death: January 22, 2001
Estate No.: 21 - 03 - 0480
To the Register:
I certify that notice of the beneficial interest estate administration required by Rule
5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries
of the above-captioned estate on October 17, 2003.
Name Address
Pauline T. Marhevka 127 Ladnor Lane, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date: October 17, 2003
SAIDIS, SHUFF, FLOWER & LINDSAY
Name James D. Flower, Jr.
Address 26 West High Street
:?~ Carlisle, PA 17013
~' Telephone (717) 243-6222
.-- Capacity: Personal Representative
x Counsel for Personal Representative
JRD/June 30, 1992/17858
In Re: Estate of MICHAEL A MARI-IEVKA ' ORPHANS' COURT DIVISION
Late of SOUTH MIDDLETON TOWNSHIP · COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY
Estate No.: 21-03-480 · PENNSYLVANIA
NO. 21-2003-480
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: PAULINE T MARHEVKA
Counsel for Personal Representative: JAMES D FLOWER JR ESQ.
Date o£ Grant o£ Original Letters: 06-12-2003
Date o£Delinquency Notice: 09-22-2003
The undersigned, Mary C. Lewis, Register o£ Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court o£
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register o£ Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register o£ Wills on SEPTEMBER 22, 2003, and that
the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule
5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date: 10-15-2003 ~,c~
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A heating is scheduled for ~ at .¢'-'-.t7Y,,~',,,~, In Courtroom No. 3. If the
Certification of Notice is filed prior to the hearing date, the hearing will automatically be
cancelled.
Georg~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EX(11-96)
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003881
MARHEVKA PAULINE T
127 LADNOR LANE
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold
101 $82.59
ESTATE INFORMATION: SSN: 209-18-3638
FILE NUMBER: 2103-0480
DECEDENT NAME: MARHEVKA MICHAEL A
DATE OF PAYMENT: 04/29/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/22/2001
TOTAL AMOUNT PAID: $82.59
REMARKS: PAULINETMARHEVKA
CHECK# 6988
INITIALS. AC
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF REV--1500
PENNSYLVANIA
DEPARTMENT OF REVENUE -
DEPT. 2BOB01 INHERITANCE TAX RETURN P"ENU i.
21 - 03 04 80
HARRISBURG, PA 17128-0601RESIDENT DECEDENT
DECEDENT'S NAME (LAST. F RST AND M,DDLE ,.,T.ALI SOO,AL SEOUR.TY NUMBER
Z MAKHEVKA, MICHAEL A. 209 - 18 - 3638
III DATE OF BIRTH
~ DATE OF DEATH MM--DD--YEAR) (MM-DD-YEAR} THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
0 31/22/2001 12/03/1924 REGISTER OF WILLS
III (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
MARHEVKA, PAULINE T. 198 - 22 - 6862
I-m [~ 1. Original Return r--~ 2. Supplemental Retum E~] 3. Remainder Return (dst, of de,,, V,~,. ,o ,2.,3.82,
<~
~eE; r--] 4. Limited Estate E~ 4a. Future Interest Compromise 1~,,, of de,th ,ncr 12.,2.S21 E~] 5. Federal Estate Tax Return Required
uae
.-Coq
O~ ~] 6. Decedent Died Testate (^,,ac, copy ¢ wil0 El 7. Decedent Maintained a Living Trust attach a co,y offm,O _ 8. Total Number of Safe Deposit Boxes
~ r--] 9. Litigation Proceeds Received E~ 1 0. Spousal Poverty Credit (da~e o, deam between 12.31.91 and ~.1.95, F'] 11. Election to tax under Sec. 9113{A) attach Sch OD
~_ THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAD( INFORMATION SHOULD BE DIRECTED TO
uJ NAME COMPLETE MAILING ADDRESS
z James D. Flower, Jr., Esquire
O
n _FI~I~. N A ~ ~ (if Aj~lic..~j ,)
~u Smd]s, Shutl; Flower & Lindsay
n'
TELEPHONE NUMBER
0
u 717-243-6222 26 West High Street, Carlisle, PA 17013
1. Real Estate (Schedule A) (1) $ 0.00
2. Stocks and Bonds (Schedule B) (2) $ 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) $ 0.00 ~'~
C
4. Mortgages & Notes Receivable (Schedule D) (4) $ 0.00
5. Cash. Bank Deposits & Miscellaneous Personal Property (5) $33?,720.00 r-,..~
Z (Schedule E)
O 6. Jointly Owned Property (Schedule F) (6) $ 234,989.71
,~ [~ Separate Billing Requested
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) $ 0.00
I-- (Schedule G or L) .......
~ 8. Total Gross Assets (total Lines 1-7) (8) $ 572,710.24
O
III 9. Funeral Expenses & Administrative Costs (Schedule H) (9) $ 26,454. ] 8
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) (10) $ 898.21
11. Total Deductions (total Lines 9 & 10) (1t) $ 27,352.39
12. Net Value of Estate (Line 8 minus Line 11) (12) $ 545,357.85
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 0.00
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 545,357.85
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z
O 15. Amount of Line 14 taxable at the spousal tax $ 543,522.32
~ rate, or transfers under Sec. 9116 (a)(1.2) x .O __ (15) $ 0.00
< $ 1,835.53
~ 16. Amount of Line 14 taxable at lineal rate x.O 45 (16) $ 82.59
D_ 17. Amount of Line 14 taxable at sibling rate $ 0.00 x .12 (17) $ 0.00
¢,~O 18. Amount of Line 14 taxable at collateral rate 0.00 x,15 (18) $ 0.00
X 19. Tax Due (19) $ 0.00
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
D~cedent's Complete Address:
STREETADDRESS
127 Ladnor Lane
CITY
Carlisle [ STATE PA [ ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) $ 82.59
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A+ B + C ) (2) 0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) 0.00
5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $ 82.59
A. Enter the interest on the tax due, (5A) 0,00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (513) $ 82.59
Make Check Payable to: REGISTER OF FILLS, 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; ............................. [] []
b. retain the right to designate who shall use the property transferred or its income; ................ [] []
c. retain a reversionary interest; or ......................................... [] []
d. receive the promise for life of either payments, benefits or care? ........................ []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................................... [] []
3. Did decedent own an "in trust for"d~ayable upon death bank account or security at his or her death? U []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE O AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge.
SlGNATJ.tEE OF PERSON RESPONSIBLE FOR F L big RETUI~N DATE
. J~/~.~ ~/t,_~/~.,..,,,.~.~..~. 04/og~ 2004
ADDRESS
127 Ladnor Lane, Carlisle, PA 17013
S,~ATJ,IRE OF PREPARER OTHER THAI~REPRESENTAI~F~ DATE
(~ ~ ,'-'"~J~LI ~ ~L.N~ 04/~ ~'~/2004
ADD,SS ' ' '
26 V~est High Street, Carlisle, PA 17013
x,O
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 to the use of the surviving spouse is 3%
[72 P.S. {}9116 (a) (1.1) (I)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 RS. {}9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 RS. {}9116(I.2) [72 RS. {}9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. {}9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-15e08EX-(1-g7){1)~ ~ SCHEDULE E [ '- ' '
COMMO.WE*LT. OF PE.NSYLVAN.A CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
"~S,OENT O~C~O~.T PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Michael A. Marhevka 21-03-0480
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the fight of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. [R_A Account No. 75200001727, PNC Bank 37,501.62
Interest accrued to date of death 80.91
;),860 shares of common stock of Holly Woodcra£ters, Inc. See attached letter of
Greenawalt & Company, P.C. 300,138.00
TOTAL (Also enter on Fine 5. Recapitulation) $ 337,720.53
(If more space is needed, insert additional sheets of the same size)
,.~v.,,0,~,.~,.,,,i,,/~~ SCH E DU LE F
COMMON~,EALTH OF PE,NSYLVA,,A JOINTLY'OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Michael A. Marhevka 21-03-0480
If an asset was made joint within one year of the decedent s date of death, it must be reported on Schedule 13,
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Pauline T. Marhevka 127 Ladnor Lane, Carlisle, PA 17013 surviving spouse
Paul P. Marhevka 134 Ladnor Lane, Carlisle, PA 17013 son
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. DATE OF DEATH DEC D S VALUE OF
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERESl'
~. A. 5/20/85 Checking Account No. 5140400092, PNC Bank $ 5,348.55 50% $ 2,674.27
Interest accrued to date of death 2.81 50% 1.40
2 A 1/18/85 Savings Account No. 5130331169, PNC Bank 73,944.96 50% 36,972.48
Interest accrued to date of death 71.83 50% 35.91
3. B 3/2/85 Checking Account No. 5140400033, PNC Bank 3,671.06 50% 1,835.53
Interest accrued to date of death 1.23 50% 0.61
4. A 9/10/99 Certificate of Deposit No. 31003910423084, M & T Bank 21,964.22 50% 10,982.11
Interest accrued to date of death 624.96 50% 312.48
5. A 9/10/99 Certificate of Deposit No. 31003910423092, M & TBank 19,767.80 50% 9,883.90
Interest accrued to date of death 562.46 50% 281.23
6. A 9/10/99 Certificate of Deposit No. 31003910423109, M & T Bank 19,767.80 50% 9,883.90
Interest accrued to date of death 562.46 50% 281.23
7. A 9/20/99 Eertificate of Deposit No. 31003910432043, M & T Bank 21,214.38 50% 10,607.19
Interest accrued to date of death 576.86 50% 288.43
8. A 9/20/99 Certificate of Deposit No. 31003910432100, M & T Bank 21,214.38 50% 10,607.19
Interest accrued to date of death 576.86 50% 288.43
9. A 10/23/ Certificate of Deposit No. 31003910502797, M & T Bank 17,133.24 50% 8,566.62
99 Interest accrued to date of death 394.47 50% 197.23
10. A 10/23/ Certificate of Deposit No. 31003910502820, M & T Bank 17,133.24 50% 8,566.62
99 Interest accrued to date of death 394.47 50% 197.23
CONTINUED ON
TOTAL (Also enter on line 6, Recapitulation) $ ATTACHED SHEET
sheets of the same size)
SCHEDULE F- CONTINUED
JOINTLY OWNED PROPERTY
~:STATE OF FILE NUMBER
Michael A. Marhevka 21-03-0480
ITEM L~rTER FOR DATE MADE TOTAL VALUE DECD'S DOLLAR VALUE
NUMBER JOINT TENANT JOINT DESCRIPTION OF ASSET % INT OF DECD'S INT.
11. A 10/23/99 Certificate of Deposit No.
31003910502838, M & T Bank $17,133.24 50% $ 8,566.62
Interest accrued to date of death 394.37 50% 197.27
12. A 10/23/99 Certificate of Deposit No.
31003910546612, M & T Bank 17,133.24 50% 8,566.62
Interest accrued to date of death 50% 197.23
13. A 01/24/92 Savings Account No.
15004200943634, M & T Bank 9,286.28 50% 4,643.14
Interest accrued to date of death 21.40 50% 10.70
14. A 01/25/93 $10,000 Series EE, U. S. Savings
Bond, No. X2391736EE 5,000.00 50% 2,500.00
Interest accrued to date of death 3,024.00 50% 1,512.00
15. A 01/25/93 $10,000, Series EE, U. S. Savings
Bond, No. X2391735EE 5,000.00 50% 2,500.00
Interest accrued to date of death 3,024.00 50% 1,512.00
16. A 01/25/93 $10,000, Series EE, U. S. Savings
Bond, No. X2391734EE 5,000.00 50% 2,500.00
Interest accrued to date of death 3,024.00 50% 1,512.00
17. A 09/21/92 $10,000 Series EE, U. S. Savings
Bond, No. X2194051EE 5,000.00 50% 2,500.00
Interest accrued to date of death 3,024.00 50% 1,512.00
18. A 09/21/92 $10,000, Series EE, U. S. Savings
Bond, No. X2194052EE 5,000.00 50% 2,500.00
Interest accrued to date of death 3,024.00 50% 1,512.00
19. A 09/21/92 $10,000, Series EE, U. S. Savings
Bond, No. X2194053EE 5,000.00 50% 2,500.00
Interest accrued to date of death 3,024.00 50% 1,512.00
20. A 12/01/91 259.780 shares American Home
Products, @ $55.458 per share 14,406.75 50% 7,203.37
SCHEDULE F- CONTINUED
JOINTLY OWNED PROPERTY
ESTATE OF FILE NUMBER
Michael A. Marhevka 21-03-0480
ITEM Lb I I ER FOR DATE MADE TOTAL VALUE DECD'S DOLLAR VALUE
NUMBER JOINT TENANT JOINT DESCRIPTION OF ASSET % INT OF DECD'S INT.
21. A 02/01/92 285.370 shares of Coca-Cola,
@ $57.938 per share 16,533.77 50% 8,266.88
22. A 12/01/91 1010.1 shares Aim Equity
@ $20.540 per share 20,747.45 50% 10,373.72
23. A 02/01/92 21.72 shares H & R Block
@ $20.625 per share 453.75 50% 226.87
24. A 02/01/92 107.090 shares Utilicorp @
$26.708 per share 2,860.11 50% 1,430.05
25. A 02/01/93 472.9 shares Newberg & Berm
@ $15.65 per share 7,400.89 50% 3,700.44
26. A 03/01/97 170 shares Merck @ $82.25
per share 13,982.50 50% 6,991.25
27. A 01/18/00 160 shares Home Depot @
$44.75 per share 7,160.00 50% 3,580.00
28. A 05/05/00 77 shares Microsoft @ $32.00
per share 2,464.00 50% 1 232.00
29. A 01/18/00 140 shares Citigroup @ $55.188
per share 7,726.32 50% 3,863.16
30. A 01/18/00 130 shares Colgate @ $57.01
per share 7,411.30 50% 3,705.65
31. A 01/15/00 150 shares Enron @ $63.673
per share 9,550.88 50% 4,775.44
32. A 10/28/97 1998 Cadillac Deville Sedan
Actual Trade-in Value 18,000.00 50% 9,000.00
SCHEDULE F- CONTINUED
JOINTLY OWNED PROPERTY
~=STATE OF FILE NUMBER
Michael A. Marhevka 21-03-0480
ITEM L~- ~ rER FOR DATE MADE TOTAL VALUE DECD'S DOLLAR VALUE
NUMBER JOINT TENANT JOINT DESCRIPTION OF ASSET % INT OF DECD'S INT,
33. A Land and buildings located at
127 Ladnor Lane, South Middleton
Township, Cumberland County,
PA 137,460.00 50% 68,730.00
34. A Land and buildings located at
Woodcraft Drive, South
Middleton Township,
Cumberland County, PA 334,600.00 50% 167,300.00
35. A Land and buildings located at
216 Mill Street, South Middleton
Township, Cumberland County,
PA 110,980.00 50% 55,490.00
TOTAL $234,989.71
SCHEDULE H -
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN
,, RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER --
Marhevka, Michael A.
21-03-0480
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES: AMOUNT
1. Hollinger Funeral Home, funeral $ 7,180.00
Mt. Holly Springs Cemetery Association, grave site 800.00
Carlisle Memorial Service, grave marker 9,010.00
Clergy, Mass Offering 225.00
Church Organist 125.00
Funeral Flowers 371.00
Holly Inn, funeral reception 2,587.68
Certified copies of death certificate 40.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative s Commissions
Name ot Personal Representative (s) N/A
Social Security Number(s) / FIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees [Saidis, Shuff, Flower & Lindsay J 2,000.00
3. Family Exemption: (if decedents address is not the same as claimant s, attach explanation)
Claimant Pauline T. Marhevka 3,500.00
Street Address 127 Ladnor Lane
City Carlisle
' state Pa Zip 17013
Relationship of Claimant to Decedent surviving spouse
4. Probate Fees
5. Accountant s Fees
6. Tax Return Preparers Fees
Register of Wills, Probate Fee
7.
Patriot-News, Obituary Notice 334.50
Register of Wills, file Inheritance Tax Return 266.00
15.00
TOTAL (Also enter on line 9, Recapitulation) $ 26,454.18
(If mnm ~n:a,'.~ i~ n,~,a~,H i,~,~,q. ~'q~;{'~^"al sheets of the same size)
SCHEDULE 'r
COM.O.W.^LTH O~.E.NSY. V^N,^ DEBTS OF DECEDENT.
INHERITANCE TAX RETURN
, "ES~D~NTO~C~D~.T MORTGAGE LIABILITIES~ & LIENS
ESTATE OF FlEE NUMBER
Michael A. Marhevka 21-03-0480
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. Three Springs Family Practice, account $ 70.00
2. Carlisle Imaging Associates, Chest X-Ray 16.00
Carlisle Imaging Associates, Chest X-Ray 1.91
Vascular Associates, emergency hospital admission 89.30
Sarlisle Hospital and Health Services, Emergency Room Dr. Guarrac 233.00
Carlisle Hospital and Health Services, CPR Dr. Collins 488.00
TOTAL (Also enter on Fine 10, Recapitulation) $ 898.21
(If more space is needed, insert additional sheets of the same size)
~£V-1513 EX -(1,77) (1) ~
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
'NHER,T*.CE T~ RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Michael A. Marhevka 21-03-0480
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Pauline T. Marhevka Surviving Spouse Residuary Estate
127 Ladnor Lane
7arlisle, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
[ 1. 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 11 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.OO
(if more space is needed, insert additional sheets of the same size)
LAST WILL A}ID TESTAMENT OF MICIIAEL A. r~iARHEVKA
I, Michael A. Marhevka, of South Mtddleton Township,
Cumberland County, Pennsylvania, declare this to be my Last Will
and Testament and revoke all Wills and Codicils previously made
by me.
ITEM I: I direct that all my just debts and funeral
expenses shall be paid from my residuary estate, as soon as
practicable after my decease, as a part of the expense of the
administration of my estate.
ITEM III I devise and bequeath all of my estate of every
nature and wherever situate to my wife, Pauline T. Marhevka, providing
she shall survive me by thirty (30) days.
ITEM III: Should my wife, Pauline T. Marhevka, predecease
me or die on or before the thirtieth day following my death, I devise
and bequeath all of my estate of every nature and wherever situate in
equal shares to my three (3) children, Michael A. Marhevka, Jr.,
Paul P. Marhevka~ and Therese Marhevka. Should any of my said children
predecease me, I devise and bequeath his or her share in equal shares
to my children living at the time of my death.
further responsibility, to my said minor children or to any person
taking care of my said minor children.
ITE~/ VI: I appoint my wife, Pauline T. Marhevka,
Executrix of this my Last Will and Testament. Should my wife,
Pauline T. Marhevka, fail to qualify or cease to act as Executrix,
I appoint my brother, John S. Marhevka, Executor of this My Last Will
and Testament.
ITEM VII: I direct that my personal representative and
guardians, as well as their successors, si~all not be required to give
bond for the faithful performance of their duties in ally .jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
The preceding instrument, consisting of this
'[, r,~i ctlael A. ~4arhevka, of .Soui'h Iflidd'l. eton Townsh-i p,
Cumh(:;rl[~nd (:ol]nt,f, I~ennsy'lva~lia, declare I-h'is [-o be the sole
Codi(':il 1o my 1,asl- Wi. Il an~] Tesl-amenl:, (iai:ed Ap~-i.] , ]969.
['[1~[~1 [: [ hereby revoke Ii:em VI o:[ my [ash Wi] l and
I ie~ ttlet,~]o[ l)t~ovide as [o[
['I'f~F'I VI: I. apl)oinl' my sai.(] NLf'e I~xecuhrix of [-his my
'lasl ('~i 1.1 . Should my said ~vi/e flail I'o qual i[y or cease to ach
as I.:xe(~ul.t~ix, [ af)poinl my son, t~li(]l~el A. Iqarhevka, jr. ~:xecut:or
o[ I-his my lat~( ~l[ll. St~o~l.d my sa'i.d son [a'['l. [-o qualify or cease
Flxe(:uLo[. of I hi s my 'lasl' Wi I'1 .
[TICI',I [[: [n all ol-her ['espeel's, '[ hereby rat-:i[y, confirm
allot ~epubl i. sh rriy lasl Wi I t , dated A0ri '1 , 1969, t:ofiel-her w~t:h
I his sol~ Co~]i~i I , z~s a~l~l [()r. my l,asl ~i 1] and Teshamenl-.
Mike and Pauline's basis
Number of shares
Date Mike Pauline Mike ~,~ Paul#~e Therese Total
10200 9800 20000
12/20/1991 (1950) 650 650 650 0
01/17/1992 (1950) 650 650 650 0
12/01/1993 (1740) 580 580 580 0
12/15/1994 (1740) 580 580 580 0
12/20/1995 (1620) 540 540 540 0
12/29/1997 (340/ (800) 380 380 380 0
Total 9860 0 3380 3380 3380 20000
O. PNCBANK
June 13. 2003
Saidm Shuff Flower & Lindsay Sop
Attorneys at I.aw
26 West High St
Carlisle, Pa 17013
RE: Estate of Michael A Marhevka (Decensed)
SSN: 209-18-3638
DOD' 01/22/01
Dear Sir or Madam:
In response to your request for Date of Death balances fm the customer noted
above, out records show the following:
Checking Account
Account#5140400033 Established 03/02/1985
MICHAEL A MAP, SIEVK_A.
PAUl. P MARHEVKA
DOD balance: S3,671.06 + $1.23 accrued interest
Account#5140400092 Established 05/20/1985
MICHAEL A MARHEVKA
PAULINE T MARHEVKA
DOD balance: 5;5,348.55 + $2.81 accrued interest
Slvings Account
Accotmt#5130331169 Established 0 I/18/1985
MICHAEL A MARltEVKA
PAULINE T MARHEVKA
DOD balance: $73,944.96 + $71.83 accrued interest
Page 1 of 2
IRA Accounts
Account #75200001727 Established N/A
MICHAEL A MARHEVKA
DOD balance: S 37,501.62 + S80.91accrued interest
For Beneficiary or IRA information please call 1-888-PNC-IRAS.
Please note that this office only provides date of death balances fbr deposit
accounts (IRAs, CDs, Checking and Savings accounts). We do not process any
financial transactions or provide statements. If you need assistance with any of
these items, please call 1-888-PNC-BANK (I-888-762-2265) or stop by your local
PNC Bank branch office.
Sincerely,
Louise A Rump
PNC Decedent Reporting
Firstside Center
500 First Ave, 4th F1 CIF
Pittsburgh PA 15219-3128
1-800-762-1775 Member FDIC
Page 2 0£2
Tt ITFqL P.I~
4~ Mit~cl[ Road. Mdli~ro, I)1( 19~(, Mail C~c 501-120
?h~,,w (K))) 934 2'~)
Saidis, Shuff, Flower & l,indsay ~";:~"~"' ~' :0c ~
Attorneys At Law
26 West High Strcet
Carlislc, PA 17013
Re: E. vtate of Michael ~I Marhevka
Social &'curitw 209-18-3638
Dttl(' ~_l~q~' .&q~ff~rY 2~, 200 /
Dear Sir or Madam:
Per your inqui~ d,ttcd A,gu~t 5. 200; plc:~c bc ad~ b. ed that at tim
with this blink the following '
I. Type cff Acz'ot,r,t ( 'tvtific.,ac
~I c't't~tznt Nunthc'r ; lDO ;91i)42
O~'nirtk' [ )~tc 09/10/99
g{tlatme on l)tffc of Dcath $21, 964.22
~Iterated b~tcrcst S ~2d 96
3.' TylTc' o.t'Accoun! ' ( 'ert~fic,-~l, ..
~ccount ,¥uttther 3 [ 0039
Ol~ning Date 09/10/90
~lo~wc' o~ Dare of Deuzh S I ~ 76 Z
dccm~cd Int~x't S 562 4~
~b/ul S20.330. 26
4. Tyl~ or,recount (~,rttficu&.
fit'COttnl tVu~rt~im 31003W 04 3204.;
()~'ninK [)otc 09/20/99
Accruczl b~lc'rtwl S ) 76
~. Type ~'Account C ~'rt~fic'at(' ;f l ~, ) ..... -
Pauline T Marh~wh:.
()lXW&g Daw t)9/20199
At'c'rut:d htk'r¢,l 5 5 7~
Toed S21. ;9t 24
6. Ty~' tf Account (Tc'rt~(wlc ,f ~)<'[,,~ ~'~:
Ac'('ourd Number ; / O0; 9 ] 0 ~ 0.: 5'9 ,'
(~nc'r. vhip (:Vumc~ ,/) M~cha(q A. ..~'/arh,
Pautim: T Ahtrh=
()/,('rtt~tg De~Ie 10/2 J/99
B~&/ncc on DoW ~f D~'tttb S / L / 3 3. 2.1
t&'( wued lt~lert'a'l S j 9-I. 4 /
lblu[ S/5~ ~27 7l
glCCOt/mt Num~c'r 3 [
~dm~'c on Dote of Death
Accrued Inlc~c'xt $ 394 47
7bhd $17.327. 7/
7j,~? of Account Ck'rtt/ic~tt.
Account Number 3100191050.>A'
ficcr*tt'd Init'reM S ;94 47
Ibad 5/L527. 71
Accmted I~R-rt:¥t S 394, 47
'floral 5/35 527 7i
Acco/Imf ,~'ttm/~cr
l%ttlztu. T,~L:.,/,.-..~. ~.: ,- ,,
( )~'m/m~ Dow 0 N74t92
Ac'crztcd bztcrc:~[ S 21.40
934-2009
Inventory Report
Active Inventory
Bonds: Print Date: 11/06/200~
File Pricing Date: 01/2001
Issue Next Interest Final Maturity
No. Series Denom Serial Number Date Price Interest Value Rate Yield Date D~te Note
1 EE $10,O00X2391736EE 01/1993 $5,000.00 $3,024.00 $8,024.00 6.00% 6.00% 07/2001 01/2~)-2~3 *
~2 E~E 10,O0~OX2391735E~ 01/199~ 5,000.0---------'----~ 3,024.0-------------------~ 8,024.0~ 6.00------~-0 6.00--'~o 07/200~ 01/2023
~ E~E 10,O0~OX2391734E~ 01/199---------~-' 5,000.0-"-----'----~ 3,024.0--'--'-'-'---~ 8,024.0~ 6.00%~ 6.00~ 07/200~ ---'-~'~
_5_4 E___E_E lO,OO___ o ×2194_____O51E 09/199 5,000.0 3,024.0 8,024.0 6.00 6.00 03/200 09/2022
~ E~E 10,O00X2194052EE 09/1992 5,000.00 3,024.00 8,024.00 6.005'0 6.00% 03/2001 09/2022 *
~ E____~_E 10,00~~~~ 3,024.0~ 8,024.0~ 6.00________2~ 6.00~__._~____~/o 03/200~~~--7--
Inventory Totals:
1~t l. Price Interest
$30,000.00 $18,144.001 Value
$48,144.00J
· CI - bond was Cashed In · EX- bond was EXchanged for an HH bond · ME- bond is Matured and Exchangeable for an HH bond
· MN - bond is Matured and Not exchangeable for an HH bond · NE - bond is Not yet Eligible for payment · NI - bond has Not yet been Issued
· P5 - bond is a Series I or EE, was issued in or after May 1997 and includes a 3-month-interest Penalty until the bond is 5 years old
· * bond is a Series I or EE. was issued in or after January 1990 and may be tax exempt if used for post-secondary education
· () bond was Cashed In or EXchanged for an HH bond, but is being priced on a date prior to the cashed or exchanged date
Untitled 1
Page 1 of 1
.~::.~.?' . - ~ -~-, - ~:__... .
~.- ~-~.. - . .... MT HoLLY-~PRIN~_.- .... PA~YO
~~ : ~::~-~:~; O~ 'PAU~ ~N=-; ~, ~A-~v~-'7~~
,~:~~ ~:~-:.?-:, .. = .2000
? /' ~ ~ :~ ..-._.: ~ ..-~ : -. :. . . ..~=.=_ ... · . . .
- ' '-?iTl i'" ~.=?'= ~.'~.'
127 LADNOR LANE ::.~-:~
FRB :PH~j
. CARLISL~ :'=r'=;'=.:: PA 17013 FIS'C
;~"-rO~. ]PAULINE:~ T~.~Aa~V~;A6 ~ -"
/::-.ft=::~?-..':~ .......... -:=:=~'-' .... -=: : '-~.: ~ ';_~:__
~o~ z~ S~S's- :~:-4 .... .
127 L~NOR LANE ~-~-?=- : ' ':."
CARLISLE - :~-~]:~ %%:- pA ,; 17013
;:::P ~, ..-~...
2~5 ~-':0
~:_- ~.~ .
',- '.,:: '7~?~:.7=~::
........................................
. .........
~L4d6D CUMBERLAND COUNTY
Public Inquiry
Cntl Number 40 1491
Ma~ Number 40-11-0288-029 Acreage .950
Old Ref SOUTH MIDDLETON TOWNSHIP
SOUTH MIDDLETON S.D.
Grantor
Grantee(i) MARHEVKA, MICHAEL A & WIFE Land Use Code R
(2) Consideration
Address 127 LADNOR LANE Sale Date ,
Deed Bk/Pg
CARLISLE PA 17013 Taxable/Exmpt TAXABLE
Clean&Green?
Sqft
SITUS: Desc. (1) 127 LADNOR LANE Bldg Area
(2) Gross Area 1700
Property Desc. (1) Dimensions
Year Built 1967
(2) LAND Initial Struct
(3) Residential Building Mobile Home Code
Preferred Land Val
Mobile Home Park
Land Val 22760 Total Value Mobile Home Mfg.
Improvement Val 114700 137460 Mobile Home Year
Mineral Val
F12=Cancel F10=Sales F5=Taxes Mobile Home Unit
R~L426D CUMBERLAND COUNTY
Public Inquiry
Cntl Number 40 5392
Map' Number 40-31-2187-052A · Acreage 1.330
Old Ref SOUTH MIDDLETON' TOWNSHIP
SOUTH MIDDLETON S.D.
Grantor
Land Use Code
Grantee(i) MARHEVKA, MICHAEL A Consideration
(2) & PAULINE T MARHEVKA
Address 127 LADNOR LANE Sale Date
CARLISLE PA 17013 Deed Bk/Pg
Taxable/Exmpt TAXABLE
Clean&Green?
Sqft
SITUS: Desc. (1) WOODCRAFT DRIVE Bldg Area
(2) Gross Area
Property Desc. (1) Dimensions 153 379
Year Built
(2) LAND APPROX I ACRE Initial Struct
(3) Industrial
Preferred Land Val Mobile Home Code
Mobile Home Park
Land Val 33460 Total Value Mobile Home Mfg.
Improvement Val 301140 334600 Mobile Home Year Mineral Val
Mobile Home Unit
F12=Cancel F10=Sales FS=Taxes
CUMBERLAND COUNTY
Cntl Number 40 5343 Public Inquiry
M~p Number 40-31-2185-045 Acreage .... 2.82I
Old Ref SOUTH MIDDLETON TOWNSHIP
SOUTH MIDDLETON S.D.
Grantor
Grantee(I) MARHEVKA, MICHAEL A Land Use Code CW
& PAULINE T MARHEVKA Consideration 8000[
Sale Date 6/10/1992
Address 127 LADNOR LANE Deed Bk/Pg 0035S 00350
CARLISLE PA 17013 Taxable/Exmpt TAXABLE
Clean&Green?
Sqft
SITUS: Desc. (1) 216 MILL STREET Bldg Area
Gross Area
Property Desc. (1) Dimensions
Year Built
(2) LOT 2 PB 64 PG 71 Initial Struct
~3) Commercial - Warehouse Mobile Home Code
Preferred Land Val
Mobile Home Park
Land Val 6430 Total Value Mobile Home Mfg.
Improvement Val 104550 110980 Mobile Home Year Mineral Val
F12=Cancel F10=Sales FS=Taxes Mobile Home Unit
REV-1162 EX(11-96)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HArRiSBURG, PA 17128-O607 PENNSYLVAN IA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003881
MARHEVKA PAULINE T
127 LADNOR LANE
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold
101 $82.59
ESTATE INFORMATION: SSN: 209-18-3638
:ILE NUMBER: 2103-0480
::)ECEDENT NAME: MARHEVKA MICHAEL A
DATE OF PAYMENT: 04/29/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/22/2001
TOTAL AMOUNT PAID: $82.59
REMARKS: PAULINETMARHEVKA
CHECK# 6988
INITIALS: AC
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-060! NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX R~-tS~ZEXAFPCOZ-OS)
DATE O6-1q-gooq
ESTATE OF MARHEVKA MICHAEL A
L:?,~ DATE OF DEATH 01-22-2001
~"~' ~ FZLE.,~UMBER 21 05-0q80
!,. COUNTY CUMSERLAND
JAMES D FLOWER JR ESQ , ~ ACN lOI
SAIDIS ETAL
Amount
26 W HIGH ST
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
REV-15~7 EX AFP (01-033 NOTICE OF INHERITANCE TAX APPRAZSEMENT~ ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARHEVKA MICHAEL A FILE NO. 21 05-0q80 ACM 101 DATE 06-1q-200q
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 cr®dit to your account,
5. Closely Held Stock/Partnership Interest (Schedule C) ($) .00 submit the upper portion
q. Mortgages/Notes Receivable (Schedule D) (q) .00 of this fore with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($) $37z720.00 tax payment.
6. Jointly Owned Property (Schedule F) (6) Z3q/989.71
7. Transfers (Schedule G) (7) .00
8. Total Assets (a) 572,710.2q
APPROVED DEDUCTIONS AND EXEMPTIONS: 26,qSq.18
9. Funeral Expansas/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 898.21
11. Total Deductions (11) Z7
12. Nat Value of Tax Return (12) 5q5,557.85
15. Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (1~) .00
lq. Net Value of Estate SubSact to Tax (lq) 5q5,357.85
NOTE: Z~ an assessment Has issued previously, lines 1~, 15 and/or 16, 17~ 18 and 19 Hill
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
1S. Amount of Line lq at Spousal rata (15) 5q~,522.32 X O0 : .00
16. Amount of Line lq taxable at Lin®al/Class A rats (16) 1,835.53 X Oq5: 82.59
17. Amount of Line lq at Sibling rate (17) .00 X 12 = .00
18. Amount of Line lfi taxable at Collateral/Class B rata (18) .00 X 15 = .00
19. Principal Tax Due (19)= 82.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAIO (-)
Oq-Z9-ZOOq CD003881 .00 82.59
INTEREST IS CHARGED THROUGH 06-29-200q TOTAL TAX CREDIT I 82.59
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUEI .01
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.59
TOTAL DUE 11.60
ZF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUB
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any futura interest in the estate is transferred
in possession or enjoyment to Class S Ccollateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Coamoneealth hereby expressly reserves the right to appraise and ==scs= transfer /nherJtence Taxes
at the lawful Class B (collataral) rate on any such future interest.
PURPOSE OF
NOT/CE: To fulfil! the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOOO. (72 P.S.
Section 91q0).
PAYHENT: Detach the top portion of this Notice and submit aith your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CR): A refund of a tax credit~ which was not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office
of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special 2~-hour
answering service for forms ordering: 1-B00-362-Z050; services for taxpayers with special hearing and / ar
speaking needs: 1-800-~7-302a (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADHIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue,
Bureau of /ndividual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanatlon of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (52) discount of
the tax paid is allowed.
PENALTY: The 152 tax amnesty non-participation pena!ty is ccm~ut=d on the total o~ the tax and interest assassed~ and not
paid before January 18, 1996~ the first day after the end of the tax amnesty period. This non-participation
penalty is appealabte in the same manner and in the the same time period as you wouZd appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became deZinquent before January l, 19BI bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after
January 1, 1982 alii bear interest at a rate which alii vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200q are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ~ .0005~8 ~-~-8-1991 llZ .000301 ~ 9Z .OOOZ~7
1983 16Z .000~38 1992 92 .O00Z~7 200Z 6Z .00016q
19B~ 112 °000301 1993-199~ 7Z .000192 2003 52 ,000137
1985 13Z .000~56 1995-1998 9Z .O00Z~7 ZO0~ qZ .000110
1986 lOX .O00ZTq 1999 7Z .O0019Z
1987 lOX .000Z7~ ZOO0 72 .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004085
FLOWER JAMES D JR
26 WEST HIGH STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..................
101 $11.60
ESTATE INFORMATION: SSN: 209-18-3638
FILE NUMBER: 2103-0480
DECEDENT NAME: MARHEVKA MICHAEL A
DATE OF PAYMENT: 06/24/2004
POSTMARK DATE: 06/24/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 01/22/2001
TOTAL AMOUNT PAID: $11.60
REMARKS:
CHECK# 2222
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTNENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 180601
HARRISBURG, PA 17118-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15qTEX&FP(Ol-DS)
DATE 06-14-2004
ESTATE OF MARHEVKA MICHAEL A
DATE OF DEATH 01-22-2001
FILE NUNDER 21 05-0480
COUNTY CUMBERLAND
JAMES D FLOWER JR ESQ ACN 101
SAIDIS ETAL Amoun~ RemiC*ed
26 W HIGH ST
CARLISLE PA 17015
NAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~'> RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARHEVKA MICHAEL A FILE NO. 21 05-0480 ACN 101 DATE 06-14-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Es~a*a (Schedule A) (1) .00 NOTE: To insure proper
2. S~ocks and Bonds (Schedule B) (2) .00 credi* ~o your account,
$. Closely Held S~ock/Par~nership In'ares* (Schedule C) ($) .00 submi~ *he upper pot*ion
fi. Mor*gagas/No~es Receivable (Schedule D) (q) .00 of ~his form wi~h your
$. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) $$7;720.00 ~ax payment.
6. Jointly Owned Proper~y (Schedule F) (6) 254z989.71
7. Transfers (Schedule G) (7) .00
8. To,al Asse~s (8) 571,710.24
APPROVED DEDUCTIONS AND EXEMPTIONS: 26,454.18
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Hot,gage Liabilities/Liens (Schedule I) (10) 898.21
11. Total Deductions (11) 27.252.39
12. Nat Value of Tax Return (12) 545,$57.85
15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00
lq. Net Value of Estale Sub~ect ~o Tax (lq) 545,357.85
NOTE: If an assess;ant Nas issued previously, lines 14, 15 and/or 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
1S. Amount of Line 14 at Spousal rate (15). 543,522.32 X 00 = .00
16. Amoun~ of Line 14 taxable a~ Lineal/Class A ra~e (16). 1,835.53 x 045 = 82.59
17. Amount of Line 14 at Sibling rata (17) .00 X 12 = .00
18. Amount of Line 14 taxable ai Collateral/Class B rate (18) .... L. .00 X 15 = .00
19. Principal Tax Due " (19)F 82.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AHOUNT PAID
I
04-29-2004 CD003881 :::: .0,O!. ,"~ 82.59
INTEREST IS CHARGED THROUGH 06-29-Z004 TOTAL TAX CREDIT 81.59
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUEI .01
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.59
TOTAL DUE 11.60
m IF PAID AFTER DATE ZNDZCATED~ SEE REVERSE ( IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED.
FOR
CALCULATION
OF
ADDITIONAL
INTEREST.
ZF
TOTAL DUE 1S REFLECTED AS A "CREDIT" (CR), YOU NAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (cotlatera1) rate on any such future interest.
PURPOSE OF
NOTICE= To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (TI P.S.
Section 9140).
PAYHERT: Detach the top portion of this Notice and submit alth your payment to the Rag[star of Hills printed an the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CR): A refund of a tax credit, which #as not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office
of the Register of Rills, any of the 25 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-56Z-ZOSO; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-SOZ0 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount ar interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADHIN-
ISTRATIVE
CORRECTIONS: Factual errors discnvared on this assesseant should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit~ Dept. ZB0601, Harrisburg, PA 171Z8-0601
Phone [717) ?B7-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SI) discount of
the tax paid is allowed.
PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 1B~ 1996, the first day after the end of the tax aenasty period. This non-participation
penalty is appealable in the same manner and in the the sams time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 19BZ bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO4 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198'~ 20Z .000548 ~'~-1991 llX .000301 ~ 9Z .O00247
1985 162 .0004S8 1992 92 .000247 ZOOZ 62 .000164
1984 llZ .000501 1995-1994 7X .00019Z ZOOS 5Z .000157
1985 15Z .000556 1995-1998 9Z .000247 ZOO4 4Z .000110
1986 IOZ .000Z74 1999 72 .O0019Z
1987 iOZ .000Z74 ZOO0 7Z .O00lgZ
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DA~LY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation data shown on the
Notice, additional interest oust be calculated.
BUREAU OF INDIVIDUAL TAXES
TNHERTTANCE TAX DTVISTON
DEPT. 280601
HARRISBURG, PA 17128-0601
CONNONWEALTH OF PENNSYLVANTA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
REV-16D7 EX AFP (Bi-DS)
JAMES D FLOWER JR ESQ
SAIDIS ETAL
26 W HIGH ST
CARLISLE PA 17015
DATE 07-26-200q
ESTATE OF NARHEVKA
DATE OF DEATH 01-22-2001
FILE NUNBER 21 05-0q80
COUNTY CUNBERLAND
ACN 101
Amoun'l: Remi'tted
MICHAEL A
HAKE CHECK PAYABLE AND RENZT PAYNENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment.
CUT ALONG THIS LINE ~'* RETA'rN LOWER PORTION FOR YOUR RECORDS *~
REV-1607 EX AFP (01-03) ~ INHERITANCE TAX STATEMENT OF ACCOUNT
ESTATE OF MARHEVKA MICHAEL A FILE NO. 21 05-0q80 ACN 101 DATE 07-26-200q
THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHO#N BELON
ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-1q-200q
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
8Z.60
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
OR-Z9-ZOOq
06-2q-ZOOq
CD00~881
CDOOq085
.00
11.59-
82.59
11.60
TOTAL TAX CREDIT
IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT"
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
82.60
.00
BALANCE OF TAX DUE
INTEREST AND PEN. .00
TOTAL DUE .00
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/01/2004
FLOWER JAMES D JR
26 WEST HIGH STREET
CARLISLE, PA 17013
RE: Estate of MARHEVKA MICHAEL A
File Number: 2003-00480
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 1/22/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRA'S'BAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
Estate No.: 21-03-00480
FEB 0 9 2005 rrJ
ORPHANS' COURT DIVISION t
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate of MARHEVKA MICHAEL A
Late of LOWER ALLEN TOWNSHIP
Date:
2/11/2005
NO.: 21-03-00480
MARHEVKA PAULINE T
127 LADNOR LANE
CARLISLE PA 17013
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS I COURT RULE
Personal Representative: MARHEVKA PAULINE T
Personal Representative Counsel: FLOWER JAMES D JR
Date of Decedent's Death: 1/29/2003
Date of Delinquency Notice: 1/22/2005
The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans'
Court, in accordance with rule 6.12, Supreme Court Orphans' Court
Rules, hereby notifies the Orphans' Court Division, Court of Common
Pleas of Cumberland County, that neither the above named personal
representative nor their counsel, have filed with the Register of
Wills or Clerk of Orphans' Court, his/her Status Report required by
Rule 6.12, Supreme Court Orphans' Court Rule, and that the
requisite notice, pursuant to Rule 6.12, Supreme Court Orhans'
Court Rules, was given by the Clerk of Orphans' Court on 2/10/2005
and that the ten (10) day notice to file the status report has
expired. Accordingly, in accordance with Rule 6.12 the Court is
hereby notified of such delinquency and the undersigned requests
that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or
their counsel.
cc: File
Personal Representative
Counsel
~~~
Glenda Farner Strasbaugh
Clerk of Orhans' Court
A hearing is scheduled for April 01, 2005 at 9:30 AM in
Courtroom No.3. If the Status Report is filed prior to the
hearing date, the hearing will automatically be cancelled.
GEO~
^
y
if\;
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
N t'D d t Michael A. Marhevka
ame 0 ece en :
Date of Death: January 22, 2001
Estate No.: 21-03-0480
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Ves 0 No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: 30 days
3. If the answer to No. I is Ves, state the following:
a. Did the personal representative file a final account with the Court?
Ves 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Ves 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
D 02-14-05
ate:
t")
C,)
Si nature
\.-<James D. Flower, Jr., Esquire
Name
26 West High Street
Carlisle, PA 17013
Address
'''.;''
",,')
717-243-6222
Telephone No.
'-'-'
co,.."'
Capacity: 0 Personal Representative
o Counsel for personal representative
)
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
N f D d t Michael A. Marhevka
ame 0 ece en:
Date of Death: January 22, 2001
Estate No.: 21-03-0480
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes [II No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No D
D 02-24-05
ate:
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. +
~~u~0d-f
u::ure
James D. Flower, Jr., Esquire
Name
26 West High Street
Carlisle, PA 17013
Address
(...,.J
717 -243-6222
Telephone No.
Capacity: 0 Personal Representative
0. Counsel for personal representative
uJ