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Home My WebLink About04-29-09-.~ REV-1500 1505607120 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2soso~ 2 1 0 8 0 0 8 3 0 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 07282008 07231928 Decedent's Last Name Suffix Decedent's First Name MI MARKLEY FRED A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number ~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Retum (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa, Future Interest Compromise ^ 5. Federal Estate Tax Retum Required (date of death after 12-12-82) ® 6 Decedent Died Testate ^ ~ Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit idate of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) ^ (Attach Sch. O) CORRESPONDENT -THIS SEGTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number SAMUEL L. ANDES 7177615361 ~`? Firm Name (If Applicable) First line of address 525 NORTH 12TH STREET Second line of address City or Post Office State ZIP Code LEMOYNE PA 17043 REGISTER OF~M1l~ USE OBI i~( ~~~ ~~ 1 ~ ~ .- ~~^^ W ~~ ~'.~ ;. pct eo _y .. ~' DATE FILED "" z_ , ~~ 4..._ 1 -,:i _ . 7 _..._,_; t ~'~ c': > -~.a Correspondent's a-mail address: I a W a n d e S l~ a O I. C O m 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 knowle ATURE~F PERSON RF~SPONSIB~ FOR FILING RETURN DATE Earl J. Lightner 601 Poplar Church Road, Camp Hill, PA 17011 Side 1 1505607120 1505607120 525 North 12th Street, Lemoyne, PA 17043 1505607220 REV-1500 EX Decedent's Social Security Number oe~ada~rSName: MARKLEY, FRED ALLEN RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 1 2 7, 5 0 0 0 0 2. Stocks and Bonds (Schedule B) .........................................:..................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 1 2 3 , 0 7 7 . 9 9 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7. 3 9 , 0 4 7 . 2 4 g. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 2 8 9, 6 2 5. 2 3 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 5 1 , 8 0 2 . 5 2 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 2 , 0 4 1 . 5 0 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11, 5 3 , 8.4 4 . 0 2 12• Net Yatue of Estate (Line 8 minus Line 11} ............................................................. 12. 2 3 5 , 7 8 1 . 2 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13, 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 2 3 5 , 7 8 1 . 2 1 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2} X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rate X .12 7 4, 2 2 7. 0 7 17. 18. Amount of Line 14 taxable at collateral rate X ,15 1 6 1, 5 5 4.14 18. 19. Tax Due .................................................................................................................... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. s,so7.25 24,233.12 33,140.37 Side 2 1505607220 1505607220 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 08 - 00830 DECEDENT'S NAME Markley, Fred Allen STREET ADDRESS 19 West Dulles Drive CITY Camp H[II STATE ZIP PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable p. Interest E. Penalty 30,000.00 1,578.95 Total Credits (A + B + C) Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1) 33,140.37 (2) 31,578.95 (3) 0.00 (4) (5) 1,561.42 (5A) (56> 1, 561.42 '~' ~r: ~, wxt 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 :.................................................................................. ^ a b. retain the right to designate who shall use the property transferred or its income :.................................... ^ c. retain a reversionary interest: or .................................................................................................................. ^ x^ d. receive the promise for life of either payments, benefits or care? .............................................................. ^ 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death?......... ^ 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 G AND FILE IT AS PART OF THE RETURN °:Y~ ew.r.~ , For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §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 zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §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 four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §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. CQMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE FILE NUMBER ESTATE OF Markley, Fred Allen 21 - 08 - oos3o All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exc anged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM ` DESCRIPTION I VALUE AT DATE OF NUMBER I DEATH Single family residence at 19 West Dulles Drive, Camp Hill, East Pennsboro Township, Cumberland County, Pennsylvania. Value based upon sale of property on 26 November 2008 (see settlement sheet attached). 127,500.00 TOTAL (Also enter on Line 1, Recapitulations ~ 127,500.00 SCHEDULE E ~ CASH, BANK DEPOSITS, ~ MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERfTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Markey, Fred A{{en FILE NUMBER 21 - 08 - 00830 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Household furnishings (valued based upon results of public auction conducted shortly following 4,521.50 date of death) 2 Savings Account No. 96-00 at Susquehanna Valley Federal Credit Union 7,519.48 3 Checking Account No. 96-40 at Susquehanna Valley Federal Credit Union 8,909.97 4 Checking Account No. 96-45 at Susquehanna Valley Federal Credit Union 14,152.57 5 Certificate of Deposit No. 51-6826 at Susquehanna Valley Federal Credit Union 10,903.10 6 Certificate of Deposit No. 55-4992 at Susquehanna Valley Federal Credit Union 14,855.05 7 Certificate of Deposit No. 55-5195 at Susquehanna Valley Federal Credit Union 16,613.17 8 Certificate of Deposit No. 55-5226 at Susquehanna Valley Federal Credit Union 15,438.39 9 Certificate of Deposit No. 55-5671 at Susquehanna Valley Federal Credit Union 13,507.49 SEE LETTER FROM CREDIT UNION TO CONFIRM THE ABOVE BALANCES. 10 Savings Account No. 6751-018 in PA Central Federal Credit Union 2,310.87 11 Checking Account No. 6751-078 in PA Central Federal Credit Union 12,846.40 SEE LETTER FROM CREDIT UNION TO CONFIRM THE ABOVE BALANCES. 12 1999 Chevrolet Lumina automobile, in fair condition. Value based upon price produced at public 1,500.00 sale with other items of persona{ property I TOTAL (Also enter on Line 5, Recapitu{ation) f 123,077.99 COMMONWEALTH OF PENNSYLVANIA SCHEDULE G INHERITANCE TAX RETURN I INTER-VIVOS TRANSFERS ~ RESIDENT DECEDENT I MISC. NON-PROBATE PROPERTY ESTATE OF Markley, Fred Allen FILE NUMBER 21 - 08 - 00830 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY Include the name of the transferee, their relationship to decedent and the date of transfer. Attach a copy of the deed for real estate. DATE OF DEATH VALUE OF ASSET ~ OF DECD'S INTEREST EXCLUSION (IF APPLICABLE ~ TAXABLE VALUE 1 Single premium deferred annuity No. A64002351S 39,047.24 100% 0.00 39,047.24 issued by Union Central. Beneficiary was decedent's I i i i I I i I I~ I sister, June Miller I I TOTAL (Also enter on line 7, Recapitulation) I 39,047.24 CHEDULE H FUNERAL EXPENSES ~ COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN A1111AIA11C"r~ AT1~ /L' /'~(1G~~'G~ RESIDENT DECEDENT ~YJIY~NRh7 ~ rW~ ~YG VW ~ ~7 FILE NUMBER ESTATE OF Markley, Fred Allen 21 - 08 - 00830 Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Myers-Harner Funeral Home 6,384.00 i 2 ~ Altoona Memorial Company (gravestone) 619.00 i 3 Logan Valley Cemetary (grave opening) 250.00 i B. '~ ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Earl J. Lightner street address 601 Poplar Church Road 2. 3. 4. I 5. 6. I~ ~' I 1 i City Camp Hill State PA Zip 17011 Year(s) Commission paid 2009 Attorney's Fees Samuel L. Andes Family Exemption: (If decedent's address is not the same as claimant's, attach .explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Register of Wills Accountant's Fees Tax Retum Preparer's Fees H & R BIOCk Other Administrative Costs Cumberland Law Journal (advertising) 4,000.00 15,000.00 394.00 12.00 244.00 75.00 TOTAL (Also enter on line 9, Recapitulation) 51,802.52 Shc~edule H Funera{ Expenses & COMMONWEALTH OF PENNSYLVANIA M M INHERITANCE TAX RETURN 1 WY AYYG RESIDENT DECEDENT FILE NUMBER ESTATE OF Markley, Fred Allen 21 - 08 - 00830 2 ~ The Sentinel (advertising) 134.68 ` Costs Incurred in Safe of Residence ~ (as confirmed in Settlement Statement attached under Schedule A): 3 Notary Fees 4 Rea{ Estate Sales Commission I 5 j Realty transfer tax 6 Seller transaction fee (paid to real estate agent) 7 ~ Termite treatment . I i 8 ( Seller's Assistance 9 Charles Fogarty (title search fee) 10 ~ George Clauser Real Estate Appraisals (real estate appraisal) Costs to clean, repair,and prepare house for sale: 11 I Ralph James 12 Dale Fissel 13 Orrin Nearhoof 14 ~ Nancy Markley 15 Thomas Lightner 16 Triangle Car Wash 17 Property Therapy Company (painting) 10.00 7,650.00 1,275.00 165.00 636.00 5,000.00 120.00 350.00 500.00 2, 500.00 1,000.00 1,000.00 1,000.00 23.84 1,800.00 Page 2 of Schedule H Schedlde H ' F E~enses & COMMONWEALTH OF PENNSYLVANIA A~~ A INHERITANCE TAX RETURN F'LY' N (~ RESIDENT DECEDENT ~ FILE NUMBER ESTATE OF Markley, Fred Allen 21 - 08 - 00830 18 Chuck Bricker Auctioneer (commission and set-up for auction of personal property and 1,660.00 motor vehicle Page 3 of Schedule H SCHEDULE I ` DEBTS OF DECEDENT, MORTGAGE COM WHERfTANCE TAX RETURN ANa LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF Markley, Fred Alen FILE NUMBER 21 - 08 - 00830 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 East Pennsboro Township (sewer bill) 115.00 2 State Farm Insurance (homeowners insurance) 59.00 3 PPL (utility) 142.45 4 PA American Water (utility) 140.66 5 UGI (including shut-off fee) 719.95 6 Verizon (telephone) 29 18 7 Gingrich Plumbing & Heating (plumbing repairs) 131.11 8 East Pennsboro Ambulance Service 82.50 9 Moffitt Heart 8~ Vascular 10.00 10 Susquehanna internal Medicine . 30.00 11 Orthopedic Institute of PA 10.00 12 Comcast (cable service) 106.65 13 Susquehanna Valley Federal Credit Union (bank fee) 5.00 14 Golden Living Center (final bil for nursing care) 450.00 15 Andrews & Patel (medical bill) 10.00 TOTAL (Also enter on Line 10, Recapitulation) I 2,041.50 REV-1513 EXr (9-QO) SCHEDULE J COWIMONWEALTH OF PENNSYLVANIA BE N E FICIARI E S INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Markley, Fred Allen ~ FfLE NUMBER 21 - 08 - 00830 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY DoNOtLlstTrustee(s) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1 ' William J. Hicks Friend 5,000.00 ~ 212 Shadow Oak Lane Clyde, NC 28721 I I 2 Margaret E. Hicks-Davies Friend 5,000.00 8531 Greenway Blvd, Apt. 305 I Middleton, W 153562 I i 3 ~ Elizabeth Ann Beers Nelson Friend 3,000.00 j 726 W est 15th Street ~ Tyrone, PA 16686 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. ~ NON-TAXABLE DISTRIBUTIONS: jA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS INOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART ll -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I 0.00 REV-1513 EX+ (9-00) y SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES continued RESIDENT DECEDENT ESTATE OF ~ Markley, Fred Allen FILE NUMBER 21 - 08 - 00830 ~, NUMBER + NAME AND ADDRESS OF PERSON(S) RELATIONSHIP TO DECEDENT SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$$) RECEIVING PROPERTY Do Not List Trustee(s) I~ TAXABLE DISTRIBUTIONS [include outright spousal distnbutions, and transfers under Sec. 9116 (a) (1.2)] 4 Etta Mardelt Garber Unknown $100 Antique Clock 100.00 R.D. 1, Box 21 ~ Altoona, PA 16601 5 i ~ June Miller Sister 1/3 of residue ' 74,227.07 127553 Larry ~ Roseville, MI 48066 6 ~ John Keith Markley Nephew (son of 1/9 of residue 24,742.35 14 Dew Point Lane deceased's brother i Center Harbor, NH 03226 Jahn Thomas Markley) I 7 I Earl J. Lightner Brother-in-Law 1/3 of residue 74,227.07 601 Poplar Church Road ~ Camp Hill, PA 17011 8 David Dwight Markley Nephew (son of 1/9 of residue 24,742.36 ~ 5 Brown E Street deceased's brother, ~ I Kennebunk, ME 04043 John Thomas Markley) 9 Gretchen Ann Barry Niece (daughter of 1/9 of residue 24,742.36 P.O. Box 1640 deceased's brother, I Deland, FL 32721 John Thomas Markley Page 2 of Schedule J WILL OF FRED ALLEN MARKLEY I, FRED ALLEN MARKLEY, of East Pennsboro Taanship, County of Cumberland, and State of Pennsylvania, declare this to be my last will and revoke any will previously made by me. Item I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, 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 give and bequeath the sum of Five Thousand and t~lV No/100 ($5,000.00) Dollars to WILLIAM JAY HICKS of Camp Hill, "~1 Pennsylvania, provided he survive my death by sixty (60) days. l ttt~ Item III. I give and bequeath the sum of Five Thousand and No/100 ($5,000.00) Dollars to my friend, MARGARET E. HICKS of Camp Hi11, Pennsylvania, provided she survive my death by sixty (60) days. ,~~ Item N. I give and bequeath the sum of Three Thousand and 0/100 ($3,000.00) Dollars to my friend, ELIZABETH ANN BEERS of Tyrone, Pennsylvania, provided she survive my death by sixty (60) days. Item V. I give and bequeath my antique 7-day shelf clock to ETTA MARDELL GABBER of Altoona, Pennsylvania, provided she `I~survive my death by sixty (60) days. `` Item VI• I give and bequeath the Markley Family Bible to DWIGHT DAVID MARKLEY of Framingham, Massachusetts, provided he survive my death by sixty (60) days. Item VII. I give, devise, and bequeath my residence at 19 Dulles Drive West in Camp Hill, Pennsylvania, or any other resi I may own at the time of my death, together with all items of tangible personal property, furniture, appliances, and the like therein on the day of my death, except as otherwise expressly provided for in this my last will, in equal shares, to: A) My sister, JUNE MILLER, of Roseville, Michigan; and- B) My brother, JOHN THOMAS MARKLEY of Plymouth, Massachusetts; and C) MY brother-in-law, EARL J. LIGHTNER, ~,1 '~ provided that each shall survive my death by sixty (60) days and, if either June Miller or John Thomas Markley shall predecease me or not be living ~ the sixty-first day following my death, I direct that their share hereunder shall go to such of their issue, per stirpes, as survive my death by sixty (60) days and, if the said Earl J. Lightner shall predecease me ar' not be living on the sixty-first day following my death, I direct that his share hereunder shall go to his brother, JOHN C. LIGHTN-ER, or to such of the issue of John C. Lightner, per stirpes, as survive my death by sixty (60) days, if the said John C. Lightner shall not then living. Item VIII. I give, devise, and bequeath my real estate in Antis Tc~anship, Blair County, Pennsylvania, together with any structures or improvements thereon and any tangible personal prope furniture, appliances, and the like therein on the day of my death in equal shares, to my sister, JUNE MILLER, and my brother, JOHN I THOMAS MARKLEY, provided that each survives my death by sixty (60) days and, if either of the said June Miller and John Thomas I~~ ~'llMarkley shall predecease me or not be alive on the sixty-first day following my death, I direct that their share hereunder shall pass to such of their issue, per stirpes, as survive my death by sixty (60) days, or in the event they leave no issue so surviv my death, to the other persons taking under this Item 'VIII of this my last will. Item IX. I give, devise, and bequeath all the rest, residue, and remainder of my estate of every nature and wherever situate, 3n equal shares, to my sister, JUNE MILLER, and my brother, JOHN THOMAS MARKLEY, provided that each survives my death by sixty (60) days and, if either of them shall predecease me ar not be alive on the sixty-first day following my death, I direct that their share hereunder shall pass to such of their issue, per stir s, as survive my death by sixty (60) days, ar in the event they leave no issue so surviving my death, to the other persons taking under this Item IX of this my last will. Item X. I appoint EARL J. LIGHTNER executor of this my last will. Should the said Earl J. Lightner precease me or otherwise fail to qualify or cease to serve as executor of this my last will, I appoint JOHN C. LIGHTNER executor of this my last will. Item XI. I direct that my personal representatives 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 /v~Y.~yyL •~ ~r , 1982. Fre Allen Markley The preceding instrument, consisting of this and three other typewritten pages, each identified by the signature of the testator was ~ the date thereof signed, published and declared by FRED ALLEN MARKLEY, the testator therein named, as and for his last will, 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. ~.~1 SEL~IZG ~l/~ COMMONWEALTH OF PENNSYLVANIA ) ( SS. COUNTY OF CUMBERLAND ) I, FRED ALLEN MARKLEY, the testator whose name is signed• to the attached or foregoing instrument, having been duly qualifie 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. L ~~~~~~~ Sworn or affirmed to and acknowledged before me by FRED ALLEN MARKLE , the testator -this `#j~'lday of ~~(,~.~~ 1982. Notary li. C LOU ANN ZITTO, Notary Public Lemoyne, Cumberland County, Pa. My Commission Expires Anril 7, i~f1F COMMONWEALTH OF PENNSYLVANIA ) ( SS . . COUNTY OF CUMBERLAND ) WE, SAMUEL L. ANDES and GEORGE A. VAUGF3N, III, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that i we were present and saw the testator sign and execute the instrumer' as his last will; that he signed it willingly and that he executed it as his free and voluntary act for the purposes therein expresses .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, Ithe testator was at that time 18 ar more years. of .age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and actin aaledged before me by Samuel L. Andes and eorge A. Vaugh.~} , III, this ~~)day of /UcQ:I~tQ~YX..~., 1982. t LOU ANN'7_i`iTO, Notary Public Lemoyne, Cumberland County. Pa. MY Commission Expires Aoril 7, ~oa~, ,w,,, r,,,w, ,~.~, ,~ r,d,w,>u,.n ,~~,.~ Settlement Statement U.S. Department of Housing and Urban Development C]MA Anoroval Na. 2502-0265 (exoires 1113072009) 1. b1FHA V 2. ^FmHA 3. DConv. Unins. 6. File Number 7. Loan Number 8. Mortgage Insurance Case Number i d. VA 5. Conv.lns. 08-560 13009931 441-8707548-703 Is Is a rve u s amen o a fJ0 s en ms o spa o e en pen eras own. '' C. Note: kerns menred °la.o.~r ware vale oWaide llaa dosing; fray are slwwn lairs ror irdonnanan laaposes and aro not Mrdudad M lna totals. 7itleExpress Settlement System WARNING: it is a ukne to knovnrgly make false slatemaMS to the Unilee Stales on Ws orarry other slmNar form. Panaales upon mrrviclion can irclWe a fine and im enf. Fa dela(Is see; Tab 76 U. S. Coda Sedion 5001 arw sedlon t of o. Printed 11!26/2008 at 13:10 KR D. NAME OF BORROWER: SCOTT A. COY ADDRESS: 3222 Batesfield Rd. Harrisbur PA 17109 E. NAME OF SELLER: ESTATE OF FRED A. MARKLEY ADDRESS: 19 West Dulles Drive Cam Hill PA 17011 F. NAME OF LENDER: M&7 BANK ADDRESS: One Fountain Plaza Buffalo NY 14203 G. PROPERTY ADDRESS; 19 WEST DULLES DRIVE, EAST PENNSBORO TOWNSHIP, CAMP HILL, PA 17011 East Pennsboro townshi H. SETTLEMENT AGENT: Homesale Settlement Services, Inc. PLACE OF SETTLEMENT: 4309 Lin lestown Road 717.671.9876 Fax 717.671.9676 Harrisbur PA 17112 SETTLEMENT DATE: 11126/2008 I . J. SUMMARY OF BORRO ER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 127 500.00 401. Contract sales rice 127 500.00 102. Personal Pro rt 402. Personal Pro rt 103. Settlement char es to Uorrower fine 1400 6445.65 403. 104 404. 105. 405. Ad'ustments for items aid b setter in advance Ad'ustments for items ald b seller in advance 107. Count taxes 11/26108 to 12131108 35,17 407. Count taxes 11126108 to 12131108 35.17 108. School Taxes 11126108toD6130/09 694.51 408. School Taxes 11/26108 to 06/30/09 694.51 109. SewerlTrash Bill 11126/OSto12/31108 45.36 409. Sewer/Trash Bill 11126108to12131108 45.36 110 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 134 720.69 420. GROSS AMOUNT DUE TO SELLER 128 275,04 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. De sit or earnest mone 1 000.00 501. Excess D sit see instructions 202. Prind ai amount of new loans 126 812.00 502. Settlement char es to seller line 1400 9100.00 203. Existin loans taken sub' to 503. Existin loans taken sub'ed to 204 504. Pa off of First Mort a Loan 205. 505. 206. Seller Assist 5 000.00 506. Seller Assist 5 000.00 207. Mt;rT Checkin New 100.00 507. 208. 508. 209. 509. Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219 519. 220. TOTAL PAID BY/FOR BORROWER 132 912,00 520. TOTAL REDUCTION AMOUNT DUE SELLER 14100.00 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600: CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross arrlount due from borrower line 120 134 720.69 601. Gross amount due to seller line 420 128 275.04 302. Less amounts aid b Jfor borrower line 220 132 912.00 602. Less reduction amount due seller line 520 14100.00 sna rASH FROM BORROWER _ 1 8D8.69 603. CASH TO SELLER 114175.04 a nap ~ganca penally or omM sanUlan will be ImNposed on youe' If Ihlas~ilem a~ qulrt~red lolbelmreponrafed and he RS delemanes Uat t has not been rnleported. The Contract Sales Pnce tlescAbe I~ le a return, Ilne dot above consaWtes Me Gross Proceeds d Uas aansaUlon. SELLER INSTRUCTONS; tl Ihls real estate was your prtndpal residence, file Form 2119, Sale or Exchange or Printlpal Residence, for any gain, with your Dome lax reWrn; for other Ir4nsaUions, cortplele the applicable parts of Form 4797, Form 6252 andla Schedule D IFOrm 1040). umbeer. year Imay belsubjeclp'lo Uvil oar cri Ilminalenpenak~"lesl iFempased by law, n er Pena les o perjuryh IlceNfY IhaIIIM nur be sown on Mtn s slba amendls my co~ec dtax~pauyer iAenllflcaUaor~rn~ iflcalion TIN: f SELLER(S) SIGNATURE(S): ~ SELLER(S) NEW MAKING ADDRESS: U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT form HUD-1 (3/BB) ref Handbook 4305.2 File Number: 08-560 PAGE 2 TitleF_xpress Settlement System Printed 11/2fi/200R at 13.10 Ica L. JC I I LtMtIV I l:tiAK(ikJ PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION based on rice $127 500.00 = 7 650.00 BORROWER'S SELLER'S Division.ot commission line 700 as follows: FUNDS AT FUNDS AT 701. $ 3 850.00 to ERA- NRT INC. SETTLEMENT SETTLEMENT 702. 3 800.00 to Prudential Homesale Services Grou 703. Commission aid at Settlement 7 650.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori ination Fee 802. Loan Discount °!e 803. A raise! Fee to Kirchme er and Associates Inc. P.O.C. 385.00 8 er 804. Credit Report to CBC $6.25 POC b Lender 805. Lenders Ins lion Fee 806. A lication Fee 807. 808. A lication Fee to M8T BANK LR 200.00 809. Flood Certification to First American FDS LR 8.00 810. Processing Fee to M&T BANK LR 195.00 811. Doc Pre to M&T BANK LR 400.00 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 11!26!2008 to 12/0112008 20.4115 /da 5 Da s LR 102.06 902. Mort a e Insurance Premium For to FHA LR 2181.04 903. Hazard Insurance Premium for 1 ear to Erie Insurance P.O.C. 422.00 Bu er 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazardlnsurance 3 mo. 35.17 Imo LR 105.51 1002. Mort a e Insurance mo. $ 56.80 /mo 1003. Ci Pro rt Taxes mo. Imo 1004. Count Pro rt Taxes 10 mo. $ 30.33 Imo LR 303.30 1005. School7axes 6 mo. 99.34 Imo LR 596.04 1009. A r ate Anal sis Ad'ustment to M&T BANK LR -437.92 0.00 1100. TITLE CHARGES 11D1. Settlement orclosin fee 1102. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document Pre ation 1106. Nola Fees to Nota Public 25.00 10.00 1107. Attome 's fees includes above items No: 1108. Title Insurance to Homesale Settlement Services Inc- 1 098.62 includes above items No: 1101 110211031104 Rate 1109. Lender's Policy 126 812.00 - 1110. Owner's Poli 127 500,00 -1 098.62 1111. End 100 End 300 End 900 to Homesale Settlement Services Inc. 150.00 1112. 1113. Closin Service Letter to La ers Title Insurance Cor oration 35.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordin Fees Deed $48.50 Mort a e 74.50 • Release 123.00 1202. Cit (Count tax/stam s Deed 1 275.00 • Mort e 1 275.00 1203. State Tax/stam s Deed 1 275.00 • Mort e 1 275.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey 1302. Pestlns coon 1303. Wire Fee to Homesale Settlement Services Inc. 1 i.00 1304. Intemet Doc Pre to Homesale Settlement Services Inc. 50.00 13D5. Fx resslHandlin Fee to Homesale Settlement Services Inc. 25.00 1306. Trans Fee-Waived-FHA 1307. 1308. Other Disbursements 1520 165.00 1400. TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Section K 6445.65 9100.00 HUD CERTIFICATION OF BUYER AND SELLER I have carefully rcvlewed the HU0.1 Seldemenl Statement and to the best W my knowledge and belie!, II Is a True and accu2le statement of all recelpls and dlsbursemenls matle on my account or by me In transaUion. 1 furth1/erlACeniy/,t(h~~at I h~awe/r/aceived a copy of the HUD-1 Se11 emMl Statement. CD5 `. WARNING: fi IS A CRIME 70 KNOWINGLY MAKE FALSE STATEMENYS TO THE The HU0.1 Se amen! Statement which have prepared Ia a true and accwale account of This Iransactlon. UNITED STATES ON THIS OR ANV SIMYLAR FORM. PENALTIES UPON CONVICTION I have mused wilfcause the funds to a disbursed in accordance with (his sfatemenl. U SN CODE SECTION r001DAND SECTIONN 010. R DETAILS SEE TITLE 18: By V.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT CGTTI GMKAIT CTATf`AAFAIT tam HUD-1 (3186) ref HeMbook 4305.2 Fi{e Number: 08.560 PAGE 3 TitlaFvnrose Aafflomanf Svstam Printad 1'tl?Rl9(111A at 13•i0 KR ITEMIZATION OF HUD LINE 1308 1500. SCHEDULE Of DISBURSEMENTS BUYER SELLER 1501. 1502. Seller7ransaction Fee to ERA- NRT INC. 165.00 1503. Termitetreatmer~t to KNOW SWETT P.O.C. 636.00 Seller 1504. Home ins action to Inse ct-A-Nome P.O.C. 315.00 Bu er 1505. 1506. 1507. 1508. 1509. 1510. 1511. 1512. 1513. 1514. 1515. 1516. 1517. 1518. 1519. assn TnTet unn i INA 13nA EXPENSE _ _ 165.00 A. Settlement Statement 6. Type of Loan ion„ n~„•~ larool ~>~ nei,u,xxrx •,~va.c U.S. Department of Housing and Urban Development OMB ADDiOVaf No. 2502-02R5 femirac ~ i/~nMnnol t, gIFHA 2. ^FmHA 3. OConv. Unins. 6. File Number 7. Loan Number 8. Mortgage Insurance Case Number 4. OVA 5. ^Conv.lns. 08.560 13009931 441-8707548.703 is orm rs umis rve you a s a amen o ua se me co s. moon s pa o an y se em n agen are s C. Note: hems marked "(p.o.a)"were paid outside the Gosirq; Ihay are shown here tar iMartnalion Ixrposas end are not indutletl in ma locals, Tltle6cpfeSS Settlement $yStem WARNING: II is a Dime to knowingly make false slalemenls to the United Stales on this or any o0ter similar form. Penalties upon conviction can include a fine aM im risonmenl. Fa derails see: Title 16 U. 5. Coda Sedbn 1001 aM SeMion 1010. Printed 1112612006 al 13:10 KR D. NAME OF BORROWER: SCOTT A. COY ADDRESS: 3222 Batesfield Rd. Harrisbur PA 17109 E. NAME OF SELLER: ESTATE OF FRED A. MARKLEY ADDRESS: 19 West Dulles Drive Cam Hill PA 17011 F. NAME OF LENDER: M&T BANK ADDRESS: One Fountain Plaza Buffalo NY 14203 G. PROPERTY ADDRESS: 19 WEST DULLES.DRIVE, EAST PENNSBORO TOWNSHIP, CAMP HILL, PA 17011 East Pennsboro townshi H. SETTLEMENT AGENT: Homesale Settlement Services, Inc. PLACE OF SETTLEMENT: 4309 Lin lestown Road 717-671-9876 Fax 717.671-9676 Harrisbur PA 17112 I. SETTLEMENT DATE: 11126!2008 J. SUMMARY OF BORRO ER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 127 500.00 401. Contract sales rice 127 500.00 102. Personal Pro rt 402. Personal Pro art 103. Settlement char es to borrower line 1400 6445.65 403. 104. 404. 105. 405. Ad'ustments for items aid b seller in advance Ad'ustmenfs for items aid b seller In advance 107. Count taxes 11/26/08to12/31/08 35.17 407. Coon taxes 11126/08to12131108 35.17 108. School Taxes 11126108to06/30/09 694.51 408. School Taxes 11126108 to06(30l09 694.51 109. SewerlTrash Bill 11126108 to 12131/08 45.36 409. SewedTrash Bill 11126108 to 12/31/08 45.36 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 134 720.69 420. GROSS AMOUNT DUE TO SELLER 128 275.04 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. De sit or earnest mone 1 000.00 501. Excess De sit see instructions 202. Prind al amount of new loans 126 812.00 502. Settlement char es to seller line 1400 9100.00 203. Existin loan s taken sub'ect to 503. Existin loan s taken su 'act to 204• 504. Pa off of First Mort a e Loan 205. 505. 206. Seiler Assist 5 000.00 506. Seller Assist 5 000.00 207. M&T Checkin New 100.00 507. 208. 508. 209. 509. Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller 213. 513. 214. 514. 215. 515. 2-16----_ 21I 7 516. 517. ~~ 218. 518. 219. 519. 220.70TAL PAID BY/FOR BORROWER 132 912.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 14100.00 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower line 120 134 720.69 601, Gross amount due to seller line 420 128 275.04 302. Less amounts aid b Kor borrower Tine 220 132 912.00 602. Less reduction amount due seller line 520 14100.00 303. CASH FROM BORROWER 1 808.69 603. CASH TO SELLER 114175.04 SUBSTITUTE FORM 1099 SELLER STATEMENT: The Inlortnalion contaMed herein is Imponanl lax inrortnalion and Is being famished to the Inlemal Revenue Service. Ir you are required to fie a relum, a negllgance penally ar other sanction will be Imposed on you If this ham Is required to be repwled and the IRS delertnines Ihal II has not been reported. The Conlrad Sales Pnce descnDed on line 401 above rAnsOlules the Gross Proceeds of This Iransaclion. SELLER INSTRUCTIONS: I(thls real eslale was your principal residence, Ole Farm 2119, Sale or ExUange of Prlnppal Residence, for any gain, with your Income lax return; for other Iransaclions, cpmplele the applipble pans of Form 4797, Form 6252 and/or Schedule D (Form 1040). Vou are required bylaw to provitle the seulemenl agen) (Fed. Tax 10 No: )with your corned taxpayer Idenlifiealion number, If you tlo not provide your cortecl 18zpayer IOenllOplion number, you maybe sublecl to pull a criminal penalties Imposed bylaw. n erTJ~pena Iles o~perjury, I ceniry Ihal the number shown on Ihls slalement Is my cortecl taxpayer ItleMlOCatlon number. TIN: / SELLER(S) SIGNATURE(S): SELLER(S) NEW MAILING ADORESS~. vu oU.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT font HUD-1 (3186) rel Handbook 4305.2 File Number: OS-560 PAGE 2 TitleExoress Settlement Svstem Pdnfed 11/2R/2(1ftR at 1310 KR L. SETTLEMENT CHARGES PAID FROM PAID FROM 700. TOTAL SALESBROKER'S COMMISSION based on rice $127 500.00 = 7 650.00 BORROWER'S SELLER'S Division of commission line 700 as follows: FUNDS AT FUNDS AT 701. 3 850.00 to ERA- NRT INC, SETTLEMENT SETTLEMENT 702. 3 800.00 to Prudential Homesale Services Grou 703. Commission aid at Settlement 7 650.00 800. ITEMS PAYABLE fN GONNECTION WITH LOAN 801. LDan 0 ' ination Fee 802. Loan Discount 803. A sisal Fee to Kirchme er and Associates Inc. P,O.C. 385.00 Bu er 804. Credit Re d to CBC $6.25 POC b Lender 805. Lender's Ins coon Fee 806. A IicaUon Fee 807. 808. A lication Fee to M&T BANK LR 200.00 609, Flood Certification to First American FDS LR 8.00 810. Processin Fee to M&T BANK LR 195.00 811. Doc Pre to M&T BANK LR 400.00 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 1112612008 to 12101/2008 20.4115 Ida 5 Da s LR 102.06 902. Mod a e Insurance Premium for to FHA LR 2181.04 903. Hazard Insurance Premium for 1 ear to Erie Insurance P.O.C. 422.00 Bu er 904. 905. 1000. RESERVES DEPOS{TED WITH LENDER FOR 1001. Hazardlnsurance 3 mo. 35.17 Imo LR 105,51 1002. Mod a e Insurance mo. 56.80 Imo 1003. Cit Pro d Taxes mo. $ (mo 1004. Count Pro d Taxes 10 mo. 30.33 Imo LR 303.30 1005. School Taxes 6 mo. 99.34 Imo LR 596.04 1009. A r ate Anal sis Ad'ustment to M&T BANK LR •437.92 0.00 1100. TITLE CHARGES 1101. Settlement or closin fee 1102. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document Pre oration 1106. Nota Fees to Nota Public 25.00 10.00 1107, Attorney's fees includes above items No: 1108. Title Insurance to Homesale Settlement Services Inc. 1 098.62 includes above items No: 1101 110211031104 Rate 1109. Lender's Policy 126 812.00 - t 110. Owner's Polic 127 500.00 •1 098.62 1111. End 100 End 300 End 900 to Homesale Settlement Services Inc. 150.00 1112. 1113. Closin Service Letter to La ers Title Insurance Cor oration 35.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordin Fees Deed 48.50 Mort a 74.50 Release 123.00 1202. Cit (Count faxlstam s Deed 1 275.00 • Mort a e 1 275.00 1203. State Tax/stamps Deed 1 275.00 Mort e 1 275.00 _ 1204, 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Surve 1302. Pest Inspection 1303. wre Fee to Homesale Settlement Services Inc. 11.00 1304. Internet Doc Pre to Homesale Settlement Services Inc. 50.00 1305. Ex resslHandlin Fee to Homesale Settlement Services Inc, 25.00 1306. Trans Fee-Waived-FHA 1307. 1308. Other Disbursements 1520 165.00 Senn rural cFTTI_t=MENT LHARGES fence; on lines 103. SeC~ion J and 502, Section K) _ _ _ 6445.65 9100.00 HUD CERTIFICATION OF BUYER AND SELLER I have rarelully reviewed the HU0.1 Sel6emenl Slalemenl and W the best of myy knowledge and beliel, it is a True and accurate statement of all recelpls antl disbunmemenls made on my acccunl N by me in I Iransaclion. I funha cerlily that t have receivetl a copy o! the HUD-1 Seleamenl Statement. a. o s WARNING: IT LS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE The HUD-1 Se emenl Statement which have prepared Is a true and accurate account of Ihts Iransadion. UNITED STATES ON THIS OR ANV SIMILAR FORM. PENALTIES UPON CONVICTION I have caused will cause the funds to a disbursed in accordance with This slalemenl. USN CODE SECTION 1001DAND 4IEOCTIONN Ot00R DETAILS SEE TITLE 18: ,~ 6y loan HU0.1 (3/B6) raf Handbook 4305.2 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: 08.560 PAGE 3 SETTLEMENT STATEMENT TitleFxnresa SetHemant Svctam Printw11119R/I00R at 13.10 KR ITEMIZATION OF HU LINE 1308 1500. SCHEDULE OF DISBURSEMENTS BUYER SELLER 1501. 1502. Seller Transaction Fee to ERA• NRT INC. 165.00 1503. Termite treatment to KNOW SWETT P.O.C. 636.00 Seller 1504. Home ins action to Inse ct-A-Home P.O.C. 315.00 Bu er 1505. 1506. 1507. 1508. 1509. 1510. 1511. 1512. 1513. 1514. 1515. 1516. 1517. 1518. 1519. ~s~n TnTdl ultra I INF 1308 EXPENSE: 165.00 II USQUEHANNA ALLEY FEDERAL C R E D I T U N I O N November 18, 2008 Samuel L. Andes 525 North 12`h Street Lemoyne, PA 17043 Re: Fred Allen Markley Dear Mr. Andes: The following is the information you requested regarding Fred Allen Markley's account at Susquehanna Valley Federal Credit Union, which was opened on September 15, 1967. Mr. Markley held an individual account with no joint owners. Account Value (Acct #96) Savings - 00: $7,519.48 Checking - 40 $8,909.97 Checking-45 $14,152.57 CD - 51- 6826 $10,903.10 CD - 55 - 4992 $14,855.05 CD - 55 - 5195 $16,613.17 CD - 55 - 5226 $15,438.39 CD - 55 - 5671 $13,507.49 TOTAL $101,899.22 Please let me know if you need any additional information. Kind regards, .~ Z _, U~7 Kathy Jo oaff Member Services Supervisor ~~; 3850 HARTZDALE DRIVE • CAMP HILL, PA 170].1-7809 ~~~ LOCAL: (717) 737-4152 TOLL FREE: (800) 948-1454 FAX: (717) 737-0589 PA Central FEDERAL CREDIT UNION February 2, 2009 Samuel L. Andes Attorney At Law 525 North Twelfth Street P. O. ~3ex 148 Lemoyne, PA 17043 RE: Fred Allen Markley, Deceased Social Security Number: ***-**-5504 Date of Death: 07/28/2008 Dear Mr. Andes: MAIN - 959 East Park Drive Harrisburg, PA 17111 BRANCH - 25 West Main Street Shiremanstown, PA 17011 BRANCH - 5737 Jonestown Road Harrisburg, PA 17112 www.pacentralfcu.com 800-356-3875 FAX 717-564-1503 Fred Allen Markley had a share savings and a share draft checking account with PA Central Federal Credit Union. The accounts were joint accounts in the name of Fred A. Markley and Elizabeth A. Markley. The share savings account, 6751-018, had a balance of $2,310.87 at the date of death. The share draft checking, 6751-078, had a balance of $12,846.40 at the date of death. No accrued interest. The account was established on 06/23/1969. If you need any further information or have any questions, please do not hesitate to contact me at 1-800-356-3875, extension 123. Sincerely, Robin Haehnlen Member Products Representative The Union Central Life Insurance Company 1876 Waycross Road Cincinnati Ohio 45240 (513)595-2200 www.unioncentral.com Un~onCent~al insurance and Investments A UNIFI Company SAMUEL L ANDES 525 NORTH TWELTH STREET PO BOX 168 LEMOYNE PA 17043 November 10, 2008 Re: A640023515 re Allen Markley Dear Mr. Andes: Per you letter dated October 14, 2008 sent to our local agent and forwarded to us and receiving this request on my desk this morning, please find the response to your inquiries below. The value of the above numbered contract on the date of death was $39,085.02. The deceased was the sole owner of the above contract. The issue date on the above contract was July 17, 1991. Respectfully, f;.~(' F~~'IZay ALHC for Diana Korteka p Senior Claim Exa finer Individual Life C ims ecr cc: Agency 1691- Michael J. Garofalo Jr Securities offered through affiliate Ameritas Investment Corp., Member FINRA/SIPC. C:\IG xA1LIxo snnagss P. O. HOX 10a L$NOYNE, Pw 170.17-0168 E •HAIL; LsvMOGe~peol.com /i'TtN SAMIJEL L. ANDES ATTORNEY AT LAW S2S N08TH TW8L37H STRB$T P. O• BOX 166 LEMOYNE, PENNSYLVANLA 17043 14 October 2008 I o~$ 7ELSPHONE (717) 781.6361 PAX f7n1 rsl-la3a Union Central c/o Michael J. Garofalo, Jr. Leader Heights Brokerage ~u~yuailaulla C,tlmmrrce %enter E P.O. Box 292b York, PA 17401 RE: Estate of Fred Allen Markley _ _ -_ Date of Death: 28 July 2008 Dear Mr. Carafalo: ~~-~~ -~. ~~ 1 represent Earl J. Lightner, the executor of the will of Fred Alien Markley, late of East Pennsboro Township, Cumberland County, Pennsylvania, who died on 28 July 2008. At the time of his death, Mr. Markley held accounts with your institution. I write to obtain the following information abouE those accounts or assets: 1. The value in each account or asset on the date of his death. death. 2. The name and address of any co-owner of any of these assets on the date of 3. The date the account was first opened and, if held jointly with another party, the date the asset came to be owned jointly. 1 enclose copies of Fred Markley's death certificate and a short certificate from the Register of Wills of Cumberland County certifying the appointment of Mr. Lightner as the personal representative of his estate. If you need anything further to process this information or give me a letter providing the above information, please contact my office right away. Sincerely, L. Andes . , . le Enclosure /'o D,~~ /~ a ~ ~ ~ C~H ~ r l`'''' C ~ ~L`~J 1 of 2 u ioncenrra~ A UNIFI Company SPDA 2000 Single Premium Deferred Annuity Annual Statement MR FRED A MARKLEY 19 DULLES DR W CAMP HILL PA 17011-1111 Statement Date: July 21, 2008 For period: 07/19/2007- 07/19/2008 Your Union Central Representative is available to meet all your financial needs. For service contact your representative: MR NIICHAEL J GAROFALO JR LEADER HEIGHTS BROKERAGE SUSQUEHANNA COMMERCE CTR E PO BOX 2926 717-852-8000 Policy Information: Policy Number: A64002351 S Annuitant: Mr Fred A Markley Plan: TDA Issue Date: July 19, 2001 Primary Beneficiary(s): JUNE MILLER Value Summary: Balance as of July 19, 2007: $39, 620.20 Interest Credited: $1, 583.67 Partial Surrenders: $2 ,156.63 Partial Surrender Charges: $0.00 Balance as of July 19, 2008: $39 , 047.24 Surrender Value as of July 19, 2008: $39 , 047.24 Declared Interest Rate for the Nezt Policy Year: 4.00 Your policy offers you the security of lmowing that you will have what you planned, competitive interest rates and the power of tax deferral. Your family and beneficiaries have peace of mind because the entire account balance is payable in the event of death. Securities offered through affiliate Ameritas Investment Corp., member NASD/SIPC, 1876 Waycross Aoad, Cincinnati, Ohio 45240. Telephone number (B00) 319-6902. r~ww. unioncentral.com UC 1488 9/99 SYSTEM EN00001691