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Home My WebLink About12-07-09---J REV-150 1505607120 0 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box.2soso~ INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 8 012 3 2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201167346 11292008 04141923 Decedent's Last Name Suffix Decedent's First Name MI MEARKLE PEARL F (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 O~ WILLS FILL IN APPROPRIATE OVALS BELOW ^ 1. Original Return ® 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a Future Interest Compromise (date of death after 12-12-82) ^ 5. Federal Estate Tax Return Required ® g. Decedent Died Testate ~ Decedent Maintained a living Trust 0 (Attach Copy of Will) ^ (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 1 p_ Spousal Poverty Credit (date of death between 12-31-91 and i-1-95) ^ 11.Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number JAMES M ROBINSON 7172459688 Firm Name (If Applicable) TURO LAW OFFICES First line of address 28 S. PITT STREET Second line of address City or Post Office State ZIP Code CARLISLE PA 17013 REGIST WILLS ~E O Y .,.~ H!r. :' , , . ~ ~, ~ .,, , ~'f . ~ ~! _ ~.W - { ~ A / ~ '~ ATE FILE • • ~...... . ~ ~,-~; ,~~ ~, ~ ,: Correspondent's a-mail address: J R o b i n s o n I~ T u ro L 1 W. C O m Under penalties of perjury, I declare that I have examined this return, inGuding 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. SIGN/~1~ OF RSON $~~PONSIgLE FOR FILING~2FTi iRN Stephen R. Mearkle 1941 Appleway, St. Thomas, PA 17252 SIGN TURE OF PREP^RERwOT TF~AN~2EPRESENTATIVE James M. Robinson ~ South Pitt ~treet, Carlisle, PA 17013 Side 1 1505607120 ~'z--~ 1 L~7 q 1505607120 r.. U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT u. ~ i r ~. v~ wn~~• ~J,IY l i..~ / 1/ vo YtGI (U+Cb~ 1• X^FHA 2.QFmHA 3.QCONV. UNINS. 4.QVA 5.QCONV. INS. SETTLEMENT STATEMENT 6. FILE NUMBER: 2009020004CONPP 7. LOAN NUMBER: 091710 8. MORTGAGE INS CASE NUMBER: 4418882901 C. NOTE: This form is famished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(POCJ" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1.0 3/98 (2009020004CONPP.PFD2009020004CONPP27) D. NAME AND ADDRESS OF BORROWER: Robin L. Skaggs 33 Hays Grove Road Newville, PA 17241 SSN: 168-68-6435 E. NAME AND ADDRESS OF SELLER: Pearle F. Mearkle Estate 33 Hays Grove Road Newville, PA 17241 F. NAME AND ADDRESS OF LENDER: US Mortgage Finance, Corp. 225 International Circle, Suite 102 Hunt Valley, MD 21230 G. PROPERTY LOCATION: 33 Hays Grove Road Newville, PA 17241 H. SETTLEMENT AGENT: Consumer Settlement Services I. SETTLEMENT DATE: March 12 2009 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 33 Hays Grove Road Newvilie, PA 17241 , J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 82,000.00 401.. Contract Sales Price 82 000 OC 102. Personal Pro a 402. Personal Pro e , . 103. Settlement Char es to Borrower Line 1400 8,580.13 403. 104. Pa off Mort a e # 404. 105. Pa off Mort a e # 405. Ad'usbnent5 For Items Paid 8 Seller in advance Ad'ustments For Items Paid 8 Seller in advance 106. LocaUSchool Taxes to 406. LocaUSchool Taxes to 107. Coun lTWP Taxes to I 407. Coun /TWP Taxes to 108. School Taxes to 408. School Taxes to 109. 409. 110• 410. 111. 411. 112• 412. 120. GROSS AMOUNT DUE FROM BORROWER 90,580.13 420. GROSS AMOUNT DUE TO SELLER 82,000.OC 200. AMOUNTS PAID BY OR iIN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De it or earnest mone _. ~.-.,~ ., 501. Excess De sit See Instructions 202. Prins I Amount of New Loans 2 D @ e t~~.! 203. Existin loans taken sub'ect to 70,919.00 - - -. 502. Settlement Cha es to Seller Line 1400 ~' R~T 503. Existin loan s taken sub'ect to 130.00 ~4• 504. Payoff of first Mortgage 205. 505. Pa off of second Mort a e 206. 506. 207. 507. 208. Gift of E ui ~ b °~ a 16,400.00 508. Gift Of E ui 16 400 00 209. Closin cost aid b seller 3,261.13 509. Closin cost id b seller ~~ , . 3 261 13 Ad usbnents For Items Un aid B Seller , . Ad'ustments For Items Un aid B Seller 210. LocaUSchool Taxes to 510. LocaUSchool Taxes to 211. Coun /TWP Taxes to 511. Coun /TWP Taxes to 212. School Taxes to 512. School Taxes to 213. 513. 214• 514. 215. 515. 216• 516. 217. 517. 218• 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 90,580.13 30 520. TOTAL REDUCTION AMOUNT DUE SELLER 19,791.13 0. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH ATSETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower Line 120 90,580.13 601. Gross Amount Due To Seller Line 420 82 000 00 302. Less Amount Paid B/For Borrower Line 220 ( 90,580.13) 602. -Less Reductions Due Seller (Line 520 ( , . 19 791 13 303. CASH ( FROM) ( TO) BORROWER 0.00 603. CASH (X TO) ( FROM) SELLER , . 62,208.87 The undersigned hereby acknowledge receipt of a completed copy of pages 1 ~2 of this statement & any attachments referred to herein. Borrower Seller ~ .121'x' '~ page ~ L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ % PAID FROM PAID FROM Division of Commission line 700 aS FOIIOWS: BORROWER'S SELLER'S 701 ' $ t0 FUNDS AT FUNDS AT 702' $ t0 SETTLEMENT SETTLEMENT t0 ~ 800. ITEMS :PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori ination Fee 0.0000 % to Prime Plus Mort a e, Inc. 697.00 802. Loan Discount 0.0000 % to US Mortgage Finance, Corp. 732.38 803. Appraisal Fee to Colestock Appraisals POC:B350.00 804. Credit Report Fee to US Mortgage Finance, Corp. 25.00 805. Processing Fee to Prime Plus Mortgage, Inc. 695.00 806. YSP Pd B Lender to Prime Plus Mort a e, Inc. POC:L1193.35 807. Underwriting Fee to US Mortgage Finance, Corp. 695.00 808. Flood Cert Fee to US Mortgage Finance, Corp. 18.00 809. Doc Prep Fee to US Mortgage Finance, Corp. 450.00 810. Commitment Fee to US Mortgage Finance, Corp. 300.00 811. ~ vvv. ^ ^ ww ^~rvsv^a~r.v u ~ ~GawGa~ ~ v oG rM1Y m MvYI11+ILG 901. Interest From 03/12/09 to 04/01/09 @ $ ~ 12.1437001day ( 20 days %) 242.87 902. Mort a e Insurance Premium for months to US Mort a e Finance, Co 1,219.75 903. Hazard Insurance Premium for 1.0 ears to Allstate POC:8531.28 904. 905. . www mow...-. • -- •-"-- - - ------ ~ .vvv. ^.wr.^~. a.v y~r VV~ ~ i.Y •i~ ~ n LG~~YGR 1001. Hazard Insurance 4.000 months $ 44.27 er month 177.08 1002. Mort a e Insurance 0.000 months $ 29.04 er month 1003. LocaUSchool Taxes months $ er month 1004. Coun lTWP Taxes 2.000 months $ 17.14 er month 34,28 1005. School Taxes 10.000 months @ $ 95.09 per month 950.90 1006. months $ er month 1007• months $ er month 1008. A ate Ad'ustment I .aM TfTt c wa^aww~w months $ er month -334.18 1101. Settlement Fee to Noel Gevers 250.00 1102. Tile Search Fee to 1103. Tale Examination to 1104. E-mail Doc Fee to Noel Gevers 35.00 1105. Document Pre aration 1106. Nota Fees to Turo Law Offices to Noel Gevers Deed Pre JMearkle 20.00 100.00 1107. Attorney's Fees to includes above item numbers: 1108. Title Insurance includes above item numbers: to Consumer Settlement Services 750.75 1109. Lenders Coverage $ 70,919.00 Incl. 1110.Owners Coverage $ 82,-000.00 - 750.75 1111. ALTA Endorsements to Consumer Settlement Services 8.1h00/300 150 00 1112. CPL Fee to Stewart Title . 35 00 1113. . 1114. Express Overnight Fee 1115. Wire Fee 1116. Tax Cert Fee to Consumer Settlement Services to Consumer Settlement Services Consumer Settlement Services 65.00 15.00 15.00 1117. Banlwptcy Search Fee i 118. ~ 9M /~A~2s~au~nrr wrwwww..^w a to Consumer Settlement Services .. - ~~~_ 15.00 15.00 ^ ----- - ..v r~^~v ^ ^y7^~V^ r^1 V^ ^AnV G~7 1201. Recording Fees: Deed $ 50.00; Mortgage $ 90.00; Releases $ 140 00 1202. C' Ta~dStam s: Deed 498.33 • Mort a e . 498.33 1203. State T Revenue Stam s 498.33 ; Mort a e 498.33 1204. 1205• R Seni'ioe Fee Consumer Settlement Services A 4M ia1~1/77A~a~~i.aa_wl~t aA~.r~f...w^ ^ ~ wwe.w 1301. Surve to 1302. Pest Ins action to 1303. 2009 R 31-12-0328-032 to Mabte Stitt 31-12-0328-032 1304. 204.64 1305. 1400. TOTAL SETTLEMENT CHARCsES Enter on Lines 103, Section J and 502, Section K BV Siflninn Hans 1 of fhie eT9fmm~nR tHn einne»n.:se -.~........~w..- .....e:..• ..s _ ~~_~._~ ___.. ____ .. _. .~._ . 8,580.13 130.00 , -.. - .--.~- - -. ___ ..._ r-.~- -....-....... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09) DATE 07-20-2009 ESTATE OF MEARKLE PEARL F DATE OF DEATH 11-29-2008 FILE NUMBER 21 08-1232 COUNTY CUMBERLAND JAMES M ROBINSON ACN 101 TURD LAW OFFICES APPEAL DATE: 09-18-2009 28 S P ITT ST (See reverse side under Objections) CARLISLE PA 17013 Amount Remitted ~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ ~-! R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________ REV-1547 EX AFP COl-09? NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MEARKLE PEARL F FILE N0. 21 08-1232 ACN 101 DATE 07-20-2009 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1 . Real Estate (Schedule A) C1) 99, 666.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9 4,9 35.2 6 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) (7) 42, 174.40 e. Total Assets C8) 236, 775.66 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 29,235.40 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10.413.50 11 . Total Deductions C11) 39.648 _ 90 12. Net Value of Tax Return C12) 197, 126.76 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 197,126.76 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, i7, 18 and I9 mill reflect figures that include the total of ALL returns assess ed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 197, 126.76 X 045 = 8,870.70 17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 _ .0 0 19. Principal Tax Due C19)= 8,870.70 TAY ~_QCTITTC. A DATE C IP NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 02-25-2009 CD010941 443.53 8,427.16 07-13-2009 SBADJUST .00 .O1 TOTAL TAX CREDIT 8,870.70 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~l, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) --~ REV-1500 15056041147 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2sosol 21 0 8 012 3 2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 201167346 11292008 Decedent's Last Name MEARKLE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW Date of Birth 04141923 . Suffix Decedent's First Name MI PEARL F Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF !!VICES ® 1. Original Return ^ 2. Supplemental Return ^ 3, Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of death after 12-12-82) ^ 5. Federal Estate Tax Return Required ® g. Decedent Died Testate (Attach Copy of Will) ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) ~ 8. Total Number of Safe De Pcetr ~~ ^ 9. Litigation Proceeds Received ^ 1 p, Spousal Poverty Cred'd (date of death between 12-31-91 and 1-1-95) ^ 11. Election to tax under Sec. 9113 A ( ) (A{~~ SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: . ame Daytime Telephone Number JAMES M ROBINSON 7172459688 Firm Name (If Applicable) 'TURO LAW OFFICES First line of address 28 S. PITT STREET Second line of address City or Post Office State ZIP Code CARLISLE PA 17013 Correspondents e-mail address: J R o b i n s o n~ T u r o L a w. c o m REGISTER OF WILLS USE ONLY ra n ° c' r-- ~~ 1 ' ~..7 ~,,~ ~ t.J'D ~1:. r r~=E FIL ED ' ,- _ o ~ -, tr; unaer penattles of perjury, I declare that 1 have examined this return, indudin~ 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 prepaner has any knowledge. SIGNA~l1R~ OF RSON RESPONSIBLE FO~2 FJ.ING RETURN ,,,,t,.. Stephen R. Mearkle 1941 Appleway, St. Thomas, PA 17252 ZS/ o 5tG TURE OF PREPARER OTHTH EPRESENTATNE ATE James M. Robinson ~ ~~S/v5' South Pitt~Street, Carlisle, PA 17013 L 15056041147 Side 1 15056041147 J 15056042148 REV-1500 EX Decedent's Social Security Number neceaenrs Name: M EA R K L E, P EA R L F 2 0116 7 3 4 6 RECAPITULATION 1.. Real Estate (Schedule A) ................... ......__. 1. 9 9 , 6 6 6 . 0 0 .............................................................. 2. Stocks and Bonds (Schedule B) ............................................... ................................ 2. 3. 4. 5- 6. 7. 8. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. Mortgages ~ Notes Receivable (Schedule D) .......................................................... 4. Cash, Bank De osits & Miscellaneous Personal Pro P party (Schedule E) ................ 5. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. Inter-Vivos Transfers ~ Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7, Total Gross Assets (total Lines 1-7) ....................................................................... 8. 9 4 9 3 5 . 2 6 r 4 2 , 17 4 . 4 0 2 3 6, 7 7 5. 6 6 9. Funeral Expenses ~ Administrative Costs (Schedule H) ......................................... 9. 2 9 , 2 3 5 . 4 0 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ................................ 10. 10 , 413.5 0 11. Total Deductions (total Lines 9~ 10) ......................................................................11. 3 9, 6 4 8. 9 0 12. Net Value of Estate (Line 8 minus Line 11) ............................................................ .12. 1 9 7 , 12 6 . 7 6 13. Charitable and Govemmentel 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. 1 9 7 , 12 6 . 7 6 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate x .045 19 7, 12 6. 7 6 16• 8 8 7 0. 7 0 ~ 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ................................................................................................................... 19. 8, 8 7 0. 7 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 L 15056042148 15056042148 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 08 - 01232 T Mearkle, Pearl F STREET ADDRESS 1524 Walnut Bottom Road CITY STATE ZIP . Newville ~ - PA 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 443.54 Total Credits (A + B + C) (1) 8,870.70 (2) 443.54 (3) 0.00 (4) (5) 8,427.16 (5A) (5B) 8,427.16 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the d~fFerence. 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_ q. 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 W/LLS, 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 :.................................................................................^ x b. retain the right to designate who shall use the property transferred or its income :....................................^ x c. retain a reversionary interest; or ................................................................................................. x d. receive the promise for life of either payments, benefits or care? ....................... x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ..................................................................................................... ................^ x^ 3. Did decedent own an °in trust for" or payable upon death bank account or security at his or her death?......... ~ 0 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 RETUI 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 p2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemob transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax n:tum 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) p2 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. connMONV~TH of PENNSnvANU- INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE FILE NUMBER ESTATE OF Mearkle, Pearl F 21 - 08 - 01232 All real properly ownedsolely or as a tenant in common must be re orted at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real properly which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 33 Hays Grove Road, Penn Twp., Cumberland Co_., Pennsylvania 99,666.00 valued at Appraised Value x Common Level Ratio ' TOTAL (Also enter on Line 1, Recapitulation) ~ 99,666.00 SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. coMaAONVUEn~THOFPENNSV~vANw PERSONAL PROPERTY INHERfTANCE TAX RETiJRN RESIDENT DECEDENT FILE NUMBER ESTATE OF Mearkle, Pearl F 21 - 08 - 01232 Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Adams County National Bank -Savings Acct. No. 9113371 -1/2 Interest with Stephen R. 5,836.32 Mearkle 2 Adams County National Bank -checking Acct. No. 2087278 -1/2 Interest with Stephen R. 1,978.88 Mearkle 3 Adams County National Bank -Certificate of Deposit No. 162581 -1 /2 Interest with Stephen R. 12,010.01 Mearkle 4 M & T Bank -Savings Acct. No. 21000001129601 -1/2 Interest with Susan A. Wacker 6,703.38 5 Orrstown Bank Certificate of Deposit No. 4000004684 -1/3 Interest with Patsy V. Foltz and 9,282.61 Susan A. Wacker 6 PNC Bank -Checking Acct. No. 50-8028-8982 - 1/2 Interest with Patsy V. Foltz 2,028.81 7 PNC Bank -Certificate of Deposit No. 31400316245 -1/2 Interest with Patsy V. Foltz 2,610.92 8 Sovereign Bank -Certificate of Deposit No. 2895387443 -1/2 Interest with 17,544.53 Susan A. Wacker 9 U.S. Savings Bonds (10) 31,939.80 10 2002 Toyota Rav4 - At Kelley Blue Book Value 5,000.00 TOTAL (Also enter on Line 5, Recapitulation) I 94,935.26 COMMONWEALTH OF PENNSYLVANIA SCHEDULE G INHERITANCE TAX RETURN INTER VIVOS TRANSFERS & RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF Mearkle, Pearl F FILE NUMBER 21-08-01232 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. (1'EM DESCRIPTION OF PROPERTY DATE OF DEATH EXCLUSION NUMBER Include ~ name °f the transferee. ~~ relationship to decedent DECD'S TAXABLE VALUE and the date of transfer. Attach a VALUE OF ASSET (IF APPLICABLE Dopy of the deed for real estate. INTEREST ~ 1 New York Life Annuity No. 25938451 42,174.40 10000% 42,174.40 TOTAL (Also enter on line 7, Recapitulation) I 42,174.40 SCHmULE H COMMONVIIEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~~ M~ RESIDENT DECEDENT (~A I ESTATE OF Mearkle, Pearl F FILE NUMBER ?1 - nR _ n~ ~~~ uerzs or oeceaent must be reported on Schedule I. NUMBER FUNERAL EXPENSES: DESCRIPTION A. 1 Egger Funeral Home, Inc. 2 I Carlisle Memorial Service -Grave Headstone B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Stephen R. Mearkle Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 1941 Appleway city St. Thomas State Pq Zip 17252 Year(s) Commission paid 2009 2. Attorney's Fees Turo Law Offices 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Patsy Foltz and Susan Wacker Street Address 1524 Walnut Bottom Road city Newville state PA zip 17241 Relationship of Claimant to Decedent Daughters 4. Probate Fees Register of Wills Cumberland Law Journal The Sentinel -Legal 5. Accountant's Fees 6. ~ Tax Return Prepares Fees 7. Other Administrative Costs 1 Dine In Carlisle -Food at Post-funeral Reception AMOUNT 5, 381.60 4,901.00 7,103.27 7,103.27 3,500.00 415.00 75.00 182.56 550.05 TOTAL (Also enter on line 9, Recapitulation) 29,235.40 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedt,tle H w~.MF,i®~~er~~~Ei~er~es ~M^ ~ /'~, Y, WYAU~ ~I II~C~ ESTATE OF Mearkle, Pearl F FILE NUMBER 21 -08-01232 Sovereign Bank -Checkbook Fee 23.65 Page 2 of Schedule H SCHEDULE I COMMONVIIEALTHOFPENNSYLVANIA DEBTS OF DECEDENT, MORTGAGE INHERITANCE TAX RETURN LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF Mearkle, Pearl F Include unreimbursed medical expenses. FILE NUMBER 21 - 08 - 01232 ITEM NUMBER DESCRIPTION AMOUNT 1 Church of God Home, Inc. 10,247.75 2 Cumberland-Goodwill Rescue 135.25 3 Commonwealth of Pennsylvania -Replace Car Title 22.50 4 AAA -Fee for Car Title 8.00 TOTAL (Also enter on Line 10, Recapitulation) 10,413.50 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF Mearkle, Pearl F FILE NUMBER 21 - 08 - 01232 NUMBER NAME AND ADDRESS OF PERSON(S) RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List Trustee(s) I, TAXABLE DISTRIBUTIO~NS[include outright spousal distributions and transfers under Sec. X116 (a) (1.2)] 1 Stephen R. Mearkle Son 1941 Appleway One-Third 65,708.92 St. Thomas, PA 17252 2 Susan A. Wacker Daughter One-Third 1524 Walnut Bottom Road Newvilie, PA 17241 3 Patsy V. Foltz Daughter One-Third 1524 Walnut Bottom Road Newville, PA 17241 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet ~~ NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 65, 708.92 65,708.92 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE T 0.00