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HomeMy WebLinkAbout02-0182PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of ~h ~c~ u~ ~ D )~l(/E No. also known as To: 21- I Register of Wills for the _ Deceased. County of 02_,m/~e~z~pr~d in the Commonwealth of Pennsylvania Social Security No. l? / - dyked - ~c'9 ?o The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl t e~ for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Ql,~'rnl-~o_a~. la r~j County, Pennsylvania, with last family or principal residence at ~,-qq /-/t)m mo { ~u~ l .o ~.-~_ I (list street, number and mumc~pahty) years of age, died ~-~nt?~t ~ , 1~ '-~oq._ Decendent, then at Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Petitioner after a proper search ha the following spouse (if any) and heirs: Name I ascertained that decedent left no will and was survived by Relationship I Residence THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. 105.805 REV 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, $2.00 P 788729,5 [",To. SHOULD READ AS FOLLOWS: Registrar Date t 44 Rev. 1/91 CAUSE (~seaBe o~ injury ¢. res~41~ in death) LAST DUE TO (OR AS A CONSEQUENCE OF): ~NSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH (Coroner) STATE FILE NUMBER ~ Ce ~ SEX OClAL SECURITY NUMBER ~th, Day, Yea0 _ Slale ~' Fme~Jn Country) ~C~EATH (Check only one -- see inslruc~ions on olhe~ S~de) ~f ~ RAC' - American Irldien. Bieck Whi~., etc U~-C~-uENT'$ USUAL OCCUPATK)N . · v. u No y~ 12 o4, ('~"+ I~..atricia Kile I~.atricia Kile truck Driver [,,~0nstruction m ~ I Eie.~.m~tS~cond.~ Co~g~ DECEDENT'S MAJLING ADDRESS (~re~, ~ty/Town, Stale. Zip C<~e) 1~. f3. , ACTUAL 171. State Pennsylvania DM 17C.[--] Ye~, decedent lived in 637 ~u~lel Ave. RES,DENDE Lemoyne,PA 17043 ~,~) ,?b ~..~ Cumberland '~? ~n ~,~,~ed T FATHER'S NAME (Firs% M~dle. Lasl) ' ~ ; -- ~Td. Within actual llndt$ John Ervin Markle /MOTHER.SNAME(F~,M~de. Mak~nSur~ O~P.n,) Patricia Markle i~A/ nummex ave.,L~mnyne,PA 17043 ( th, O.~ '~002 L~Lzte Crematory ~chaefferstown, PA17088 ' L'C NSEEO""E.O. AC.,.OABS .' '"AME D.ORESSOF ..... DATE SIGNED . ...... D ~ DI~ ~, ~o0~1 J~ ~ .o~ J 6~+ ~ck v'"m'mmY~,~l~mu~,~,aM~.~d~l)~al~N ..................... ~ 31e. -- -- laid ~ ~ ZOO3 ~C~ON~ ~D ~ ....~ PER~ WHO ~PL~D CAUSE O~ - (It~ 2~ T~ or Prin[ -- lUMBER 21-02-182 Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) O. IY3Ork/C_ Date of Death: ~ ~'~ ~[~. _('~, /~00~ Will No. /L///4~ Admin. No. /~3-/oC"d:n0 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on : Name ! Address I I Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Capacity: Signature Name Address Telephone (7/ Personal Representative ~.Counsel for personal representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-O&OI PATRICIA Y MARKLE 637 HUMMEL AVE LEHOYNE PA 17045-1850 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTTCB OF INHERTTANCE TAX APPRAXSEHENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06- 16-2005 ESTATE OF MARKLE DATE OF DEATH 01-02-2002 FILE NUMBER 21 02-0182 COUNTY CUMBERLAND SSN/DC 171-54-$070 ACN 021:55097 Amount Remitted REV-t540 E~ AFP C01-05) SHAWN MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE REV-1548 EX AFP (01-0:5~ RETAIN LOWER PORTION FOR YOUR RECORDS NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-16-200:5 ESTATE OF MARKLE SHAWN C DATE OF DEATH 01-02-2002 COUNTY CUHBERLAND FILE NO. 21 02-0182 S.S/D.C. NO. 171-54-:5070 ACN 021:5:5097 TAX RETURN WAS: (X} ACCEPTED AS FILED ( } CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 001:5865641 TYPE OF ACCOUNT: C ) SAVINGS C~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 0:5-15-1999 Account Balance 602.92 Percent Taxable X 0.500 Amount Subject to Tax :501.46 Debts and Deduct/ohs .00 Taxable Amount 501.46 Tax Rate X .15 Tax Due 45.22 NOTE: TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOT[CE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." INTEREST IS CHARGED THROUGH 06-24-200:5 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CA), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .ooj 45.22 I .75 46.97 PURPOSE OF NOTICE: PAYNENT: REFUND OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P,S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side, -- Hake check or money order payable to: REGISTER OF N[LLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Nills, any of the 25 Revenue District Offices or by calling the special 24-hour answering service for forms ordering: 1-800-$&2-2050; services for taxpayers with special hearing and or speaking needs: 1-800-447-$020 (TT only). Any party in interest not satisfied w/th the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as sho~n on this Notice may obSect 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 --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assesseent Revie~ 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 explanation of administratively correctable errors. [f any tax due is paid ~ithin three (5) calendar months after the decedent's death, a five percent discount of the tax paid is allo~ed. The 15~ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning u/th 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, 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate ~hich 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 2005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Yea.~r Rate Factor m 1982 20~ .000548 1987 9X .000247 1999 7~ .000192 1985 16~ .000438 1988-1991 11~ .000501 2000 8~ .000219 1984 11~ .000501 1992 9~ .000247 2001 9~ .000247 1985 15~ .000556 1995-1994 7~ .000192 2002 6Y, .000164 1986 10~ .000274 1995-1998 9~ .000247 2005 5~ .000157 --Interest is calculated as follo~s: TNTEREST = BALANCE OF TAX UNPATD X NUMBER OF DAYS DELTNGIUERT X DAXLY 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 sho~n on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 00318O MARKLE PATRICIA Y 637 HUMMEL AVE LEMOYNE, PA 17043 ESTATE INFORMATION: SSN: 171-54-3070 :ILE NUMBER: 2102-0182 DECEDENT NAME: MARKLE SHAWN C DATE OF PAYMENT: 10/30/2003 POSTMARK DATE: 10/29/2003 COUNTY: CUM BERLAN D DATE OF DEATH: 01/02/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02133097 $45.53 TOTAL AMOUNT PAID: ~45.53 REMARKS: PATRICIA Y MARKLE SEAL CHECK# 129 INITIALS: SK RECEIVED BY' DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDTVTDUAL TAXES INHERTTANCE TAX DTVTSTON DEPT. 280601 HARRTSBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT PATRICIA Y MARKLE 657 HUMMEL AVE LEMOYNE PA 170q$-1850 DATE 11-2q-2005 ESTATE OF MARKLE DATE OF DEATH 01-02-2002 FZLE NUMBER 21 02-0182 COUNTY CUMBERLAND ACN 02155097 Amount Remi ~:'l:ed REV-160? El( AFP (01-03) SHANN C MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit: ~:o your account) submi~ ~he upper por~ion of ~hLs form wi~h your ~ax payment:. CUT ALONG TH'rS L'rNE ~ RETA'rN LONER PORTTON FOR YOUR RECORDS *~ REV-1607 EX AFP (01-03) ##x ZNHERXTANCE TAX STATEMENT OF ACCOUNT ESTATE OF MARKLE SHAWN C FILE NO. 21 02-0182 ACN 02155097 DATE 11-2q-2005 TH/S STATEMENT TS PROVTDED TO ADVKSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHOWN BELOW KS A SUMMARY OF THE PRKNCKPAL TAX DUE., APpLTCATTON OF ALL PAYMENTS., THE CURRENT BALANCE,, AND., ZF APPLKCABLE., A PROJECTED /NTEREST FHGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-16-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): ~5.ZZ PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 10-29-2005 CD003180 .31- q5.53 BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-30-2003 ZF PAID AFTER THKS DATE., SEE REVERSE S/DE FOR CALCULATION OF ADDITIONAL KNTEREST. ZF TOTAL DUE KS LESS THAN $1., NO PAYMENT KS REQU/RED. KF TOTAL DUE IS REFLECTED AS A "CRED/T" TOTAL TAX CREDIT qS.22 BALANCE OF TAX DUE .00 INTEREST AND PEN. Z.Z3 TOTAL DUE 2.23 YOU MAY BE DUE A REFUND. SEE REVERSE SKDE OF THIS FORM FOR /NSTRUCTTONS. ) PAYNENT: Detach tho top portion of this Notice and submit aith your payment made payable to tho name and address printed on the reverse side. -- Tf RESTDENT DECEDENT make chock or money order payable to: REGISTER OF NTLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COHHONHEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may bm requested by completing an "Application far RaRJnd of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of Hills, any of tho 25 Revenue District Offices or from the Department's 24-hour aris#sting service for forms ordering: 1-800-562-Z050; services for taxpayers aith special hearing and / or speaking needs: 1-800-447-5020 (TT only). REPLY TD: guastions regarding errors contained on this notice should ba addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (52) discount of the tax paid is alloeed. PENALTY: The iSZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of tho tax amnesty period. 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, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 ail1 bear interest at a rate ahich 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 Z005 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1987 92 .000247 1999 72 .000192 1985 Z6Z .000458 1988-1991 llX .000501 ZOO0 82 .000219 1984 112 .000~01 1992 92 .000247 Z001 92 .000247 1985 152 .000556 1995-1994 72 .000192 ZOOZ 62 .000164 1986 lOZ .000274 1995-1998 9Z .0002~7 2005 52 .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINI~UBNT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown an the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: ':~-'1~ ~.4. 2., 2_002_. Will No.: Admin. No.: 21 - 2ooZ- 18 ~- '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: 1. State whether administration of the estate is complete: Yes~.F-. No~ 2. If the answer is No, state when the personal representative reasonably believes that the actm~nistrafion will be complete: z/r~or~ -~h ~ 3. If the answer to No. 1 is Yes, state the following: a. Did the personal repr. esentative file a final account with the Court? Yes _ No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: __ Date: Did the personal rep~sentafive state an account informally to the parties in interest? Yes ~ No [2] - c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orpham' Court and may be attached to this report. Signature Capacity: Telephone No. [~I Personal Representative [--] Counsel for personal representative EV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 z LU LU DJ Z Z o O. O INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR} oi- o'z.- 02_ oB- 2B- n (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) --]2. Supplemental Return [~] 4a. Future Interest Compromise (dale of death after 12-12-82) ~]7. Decedent Maintained a Living Trust (At~ach copy of Trust) [---~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) [~1. Original Return [~4. Limited Estate E~6. Decedent Died Testate (Attach copy of Will) ~9. Litigation Proceeds Received FIRM NAME (ftApplicable) TELEPHONE NUMBER 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) r~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) ¸14. SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax ¢ rate, or transfers under Sec. 9116 (a)(1.2) OFFICIAL USE ONLY THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS COMPLETE MAILING ADDRESS SOCIAL SECURITY NUMBER 'TZ - E~3. Remainder Return (date of death prior to 12-13-82) E~5. Federal Estate Tax Return Required 8. Total Number of Safe Beposit Boxes E~11. Election to tax under Sec. 9113(A) (Attach Sch O) x.0__ x .12 x .15 (8) !~'~FF C AL USE ONLY (11) (12) (13) (14) .¢r (15) (16) (17) (18) (19) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due FILE NUMBER SOCIAL SECURITY NUMBER Iq l - 5q - Jo o Decedent's Complete Address: t .ocF.. c_.iz 6 iL ISTATE eR Tax Payments and Credits: 1, Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C ) Interest/Penalty if applicable ~ D. Interest E. Penalty Total Interest/Penalty ( D + E ) 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 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) ¢ (3) (4) ¢ (5) (5A) (5B) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: ~ 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 [] ~ w thout receiving adeq, uate consideration? .............................................................................................................. 3. Did decedent own an 'in trust for' or payable upon death bank account or secur ty 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. 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. DATE S GN~F PERSON RESPONSIBLE FOR FILING RETURN ADDRESS., _~ [~ ('"'// ' ' * '' DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE /CZ, cS/ ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [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 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 4.5%, 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 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. BUREAU OF ~NDZVT~UAL TAXES TNHERI'TANCE I'~X DTVT$~ON DEPT. 280601 HARRISBURG) PA 17128-0601 PATRICIA Y HARKLE q$5 SUHHIT AVE HUNLOCK PA 18621 COHHONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE INHERITANCE TAX RECORD ABJUSTHENT JOINTLY HELD OR TRUST ASSETS BATE 01-20-200~ ESTATE OF HARKLE DATE OF DEATH 01-02-2002 FILE NUHBER 21 02-0182 COUNTY CUHBERLAND : SSN/DC 171-5~-$070 ACN 02153097 Amoun"l: Remi~ed SHANN P HAKE CHECK PAYABLE AND RENTT PAYHENT TO; REGISTER OF HILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17013 REV-1604 EX AFP (01-03) ~# INHERITANCE TAX RECORD ADdUSTHENT JOINTLY HELD OR TRUST ASSETS DATE 01-ZO-200R ESTATE OF HARKLE SHANN C DATE OF DEATH 01-02-2001 COUNTY CUHBERLAND FILE NO. 21 02-0182 S.S/D.C. NO. 171-5~-3070 ACN 02133097 ADJUSTHENT BASED ON: ADHINISTRATIVE CORRECTION dOXNT OR TRUST ASSET ZNFORNATZON FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 00138656~1 TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING ( ) TRUST ( ) TINE CERTIFICATE DATE ESTABLISHED 03-15-1999 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions - Taxable Amount Tax Rate X Tax Due TAX CREDZTS: .00 0.500 .00 .00 .00 .15 .00 NOTE: TO INSURE PROPER CREB/T TO YOUR ACCOUNT, SUBHZT THE UPPER PORTION OF THIS NOTICE #ZTH YOUR TAX PAYHENT TO THE REGISTER OF NZLLS AT THE ADDRESS SHO#N ABOVE. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF HILLS, AGENT." PAYHENT RECEIPT DISCOUNT C+) DATE NUHBER INTEREST/PEN PAID (-) ANOUNT PAID 10-29-2003 01-20-200~ CD003180 REFUND .00 .00 ~5.53 ~5.53- TOTAL TAX CREBTT BALANCE OF TAX DUE TNTEREST AND PEN. TOTAL BUE TF pATD AFTER THTS DATE, SEE REVERSE FOR CALCULATTON OF ADDTTTONAL TNTEREST. TF TOTAL DUE KS LESS THAN $1, NO PAYHENT KS REI~UIRED. TF TOTAL DUE KS REFLECTED AS A "CREDTT" YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORH FOR TNSTRUCTZONS.) .00 .00 .00 ,00 PAYMENT: Detach the top portion of this Notice and submit aith your payment made payable to the name and address printed on the reverse side. -- Make check or money order payable to: REGTSTER OF NTLLS~ AGENT. REFUND (CR): A refund of a tax credit, mhich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available et the Office cf the Register of Hills, any of the 23 Revenue District Offices or from the Department's Zq-hour ansmering service for forms ordering: 1-B00-361-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-q~7-3010 (TT only). REPLY TO: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau cf Individual Taxes) ATTN: Post Assessment Review Unit, Dept. Z&060[) Harrisburg) PA [7[ZB-060[, Phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The [51 tax amnesty non-participation penalty is computed an tho total of the tax and interest assessed, and not paid before January lB, 2996, the first day after the end of the tax amnesty period. INTEREST: Intmrest is charged beginning with first day of delinquency or nine (9) months and one (l) day from the date of death to the date of payment. Taxes which became delinquent before January [, 1981 bear interest at the rate of six (6X) percent per annum calculated at a daily rata of .00016q. AIl taxes mhich became delinquent on and after January [, 1981 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 far [981 through 1003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Yea.__r Rate Factor Year Rate Factor 1982 ZO2 .O005qB 1987 92 .O00Zq7 1999 72 .O00X9Z 1983 162 .000q38 2988-1991 I[X .O0030L ZOO0 BX .000219 198~ 212 .OOO301 1992 92 .OOOZq7 ZOO1 92 .0002~7 2985 X3X .000356 1993-199q 72 .O0019Z ZOOZ 62 .00016~ 1986 102 .OOOZ7~ 1995-199B 92 .O00Z~7 2003 52 .000137 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAXD X NUHBER OF DAYS DELZNI;IUENT X DAZLY ZNTERBST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV-1470 EX (6-88) ~ COMMONVVEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 DECEDENTS NAME SHAWN C MARKLE FILE NUMBER 2102 0182 REVIEVVED BY Karen Appleby ACH 02133097 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Above-referenced ACH has been adjusted to reflect zero tax due since it has been reported in error.. Row Page 1 BUREAU OF TNDZVTDUAL TAXES TNHERTTANCE TAX DTVi*STON DEPT. 280601 HARRI'SBURG., PA 171ZB-0601 CONNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE ZNHERTTANCE TAX STATEHENT OF ACCOUNT REV-1607 EX AFP ¢01-05) :~,~.~ cD, ATE 02-02-2004 , ~i~i ~/~/iI~$ESTATE OF HARKLE SHANN C DATE OF DEATH 01-02-2002 FILE NUHBER 21 02-0182 FEB 27 P1 .C~NTY CUHBERLAND ACN 02155097 PATRICIA Y HARKLE '0~ 455 SUHHIT AVE HUNLOCK PA 18621 ~!?[~:? Amoun'l: Rem i'l:'l:ed C,.,rn~.,u~ ;~, ,,.~ Co., PA HAKE CHECK PAYABLE AND REN'rT PAYNENT TO: REGISTER OF WILLS CUMBERLAND C0 COURT HOUSE CARLISLE, PA 1701:3 NOTE: To insur',, pr-oper` cr`edi~ ~:o your` eccoun~:, submi~ ~:he upper' por`~Aon of ~hJs for`m wASh your` CUT ALONG THIS LTNE ~ RETAIN LONER PORTION FOR YOUR RECORDS -~ REV-1607 EX AFP ~# ZNHERZTANCE TAX STATEHENT OF ACCOUNT ESTATE OF HARKLE SHANN C FILE NO. 21 02-0182 ACN 021:3:3097 DATE 02-02-2004 THTS STATEHENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHONN BELO# ZSA SUHNARY OF THE PRZNCZPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 01-16-Z004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYNENTS (TAX CREDITS): .00 PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (- AHOUNT PAID 10-29-Z00:3 01-Z0-2004 CD00:3180 REFUND .00 .00 45.53 45.53- IF PAID AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULAT/ON OF ADDITIONAL /NTEREST. IF TOTAL DUE IS LESS THAN $1~ NO PAYHENT ~S RE~U/RED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR}~ TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORH FOR TNSTRUCTIONS. ) PAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF N]:LLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COHNONtIEALTH OF PENNSYLVANIA. REFUND (CA): A refund of a tax credit) ehich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices or from the Department's Iq-hour answering service for forms ordering: 1-800-36Z-ZO50~ services for taxpayers with special hearing and ! or speaking needs: 1-800-qq7-50ZO iTT only). REPLY TO: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau of Individual Taxes, ATTN: Post Assessment Reviee Unit, Dept. Z80601, Harrisburg) PA 17128-0601) phone (717) 787-6505. DISCOUNT: If any tax due is paid eithin three ES] calendar months after the dacedent's death) a five percent ESI) discount of the tax paid is allowed. PENALTY: The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and Dna [1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (61) percent par annum calculated at a daily rate of .OO016q. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate ehich 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 2003 are: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor Year Rate Daily Factor 198Z ZOZ .0005¢8 1987 9Z .O00Z~7 1999 71 .000192 1983 16Z .000q38 1988-1991 11Z .000301 ZOO0 8Z .OOOZX9 198~ 11Z .000301 199Z 9Z .OOOZ~7 ZOO1 9Z .000Z47 1985 13Z .000356 1993-199q 7Z .000192 2002 6Z .oo016q 2003 5Z .000137 1986 lOX .o00z7q 1995-1998 92 .000247 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPATD X NUIqBER OF DAYS DELTNItUENT X DAZEY TNTEREST 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 shown on the Notice, additional interest must bm calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280&01 HARRISBURG, PA 17128-0&01 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT[CE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCT[OHS AND ASSESSMENT OF TAX PATRICIA Y MARKLE 455 SUMMIT AVE HUNLOCK CREEK CUT ALONG THIS LINE '04 I~R 19 Ait:41 DATE 05-22-2004 ESTATE OF MARKLE DATE OF DEATH 01-02-2002 FILE NUMBER 21 02-0182 COUNTY CUMBERLAND ACN 101 Amount Remitted SHANN MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAIN LONER PORT[ON FOR YOUR RECORDS -,~ C DISALLO'NANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MARKLE SHANN C FILE NO. 21 02-0182 ACN 101 DATE 0~5-22-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED ( } CHANGED RESERVATION CONCERNING FUTURE INTEREST SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1 Real Estate CSchedule A} 2 Stocks and Bonds CSchedule B} S Closely Held Stock/Partnership Interest (Schedule C) 4 Hortgages/Notes Receivable (Schedule D) 5 Cash/Bank Deposits/Misc. Personal Property CSchedule E) 6 Jointly Owned Property CSchedule F) 7 Transfers CSchedule G) 8 Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS= 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens CSchedule I) 11. Total Deductions 12. Net Value of Tax Return 15. 14. C2) cs) c10) Char/table/Governmental Bequests; Non-elected 9115 Trusts CSchedule J) Net Value of Estate Subject to Tax O0 O0 O0 O0 .00 .00 O0 NOTE: To insure proper O0 credit to your account, O0 submit the upper port/on of this form w/th your tax payment. .00 Cll) .OD Ct2) .00 ets> .00 C[4) .go NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of L/ne 14 at Spousal rate C15). 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 17. Amount of Line 14 at Sibling rate C17), lB. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Princi)al Tax Due · O0 x O0 = . O0 · 00 x 045 = .00 · O0 x 12 = . O0 · O0 x 15 = . O0 c~9)= .00 TAX CREDITS I PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION= PURPOSE OF NOTICE= PAYMENT= REFUND OBJECTIONS= ADMIN- ISTRATIVE CORRECTIONS~ DISCOUNT= PENALTY= INTEREST= Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B Ccollateral) 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 (collateral) rate on any such future interest. To fulfill the requirements of Section 2160 of the Inheritance and Estate Tax Act, Act 25 of 2000. C72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to= RBG/STER OF NZLLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an '~pplication for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of Niiis, any of the 25 Revenue District Offices, or by calling the specia! 24-hour answering service for forms ordering= 1-800-562-2050; services for taxpayers with specia! hearing and / or speaking needs= 1-800-447-5020 CTT only). Any party Jn interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax Cincluding discount or interest) as sho~n on this Notice must object within sixty C&O) days of receipt of this Notice by= --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue, Bureau of Individual 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 explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the decedent's death, a five percent C5):) discount of the tax paid is allo~ed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before Januar~ 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. 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, 1982 bear interest at the rate of six (&):) percent per annum calculated at a daily rate of .O00164. 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 2004 are= Interest Daily Interest Daily Year Rate Factor Year Rate Factor ~ 2Or. .000548 ~'~'~'8-1991 11~ .000501 1985 l&): .000458 1992 9Y. .000247 1984 11~. .000501 1993-1994 7): .000192 1985 15Y. .00055& 1995-1998 9): .000247 1986 10): .000274 1999 7): .000192 1987 10): .000274 2000 7): .000192 --Interest is calculated as follows= INTERES? = BALANCE OF TAX UNPATD Interest Daily Year Rate Factor ~ 9°/: .000247 2002 6): .000164 2005 5~ .000157 2004 4): .000110 X NUNBER OF DAYS DEL/NQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additiona! interest must be calculated. .~ ,f,~~ r.1, ~,\ ~~ ~ ~ R(egi~l(e~ (~t~~f\~ri~l~ (Vf Cii.illJibei~lajllid COUJill"tty o~ -I ~~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: ,<::) h tJ LAJ N {! . M /j 12- K / e Date of Death: J - 02 - 002- Estate No.: . 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: 1. State whether administration of the estate is complete: Yes JE1 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.1 is Yes, state the following: a. Did the personal representative file a fmal account with the Coui1:? 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 ~ No 0 c. Copies of receipts, releases, joinders and approval of formal or iJ."'1formal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~:" Q~~cY ~J>-- Signature ~+'</(2.i c<-_ y. Uti t?-K/c:. Name Date: ,2 -.;l~ -cS- !fjr SU~lUlf Jf~- Address '?l ' G 70) 1/77-/JI./S- UtJU sTIEf:> -"'--- I-/u/J jtJU - {!/Cj 18 hCJ-/ Telephone No. Capacity: ~ersQl1al P,,-epreseritati"ve o Counsel for personal represerltative ~~. Cumberland County - Register Of wills Qne Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/06/2005 MARKLE PATRICIA Y 435 SUMMIT AVENUE HUNLOCK CREEK, PA 18621 RE: Estate of MARKLE SHAWN C File Number: 2002-00182 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. I, for decedents dying on or after July I, 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 is due by: 1/02/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~d~~"j~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge V~