HomeMy WebLinkAbout02-0525PETITION FOR PROBATE and GRANT OF LETTERS
Estate of n l-I--~ N R. lY~i~ R KL.~ ~~~ ~ $~ 5
also known as NO'
To:
De easeFi~
Social Security No. G - - t-I~
Register of Wills for the
County of Ct1MrzART ANtI
Commonwealth of Pennsylvania
in [he
The petition of the undersigned respectfully represents [hat:
Your petitioner(s), who is/are IS years of age r older he execu 1
in the last will of the above decedent, dated I ~ /-{{~K ~ L ~ named
and codicil(s) dated , 19
(state relevant
e.g. renunciation, death of executor, etc.)
was domiciled at death in Li
Yfamily~or principal residence at
(list street, number and muncipality)
a[ llecendei=then S~ I y~s ~ ~ e, died 5 - ~ ~(~ „C ~ ~~} -~
I 1 f"y
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution ofthe wil- I offered fq~probate; was not the victim of a killing and was never adjudicated
incompetent: 1~1/
Decendent at death owned property with estimated values as follows:
Qf domiciled in PaJ All personal property $ ~~ ~~) ~~~ ~j~
(If not domiciled in Pa.) Personal property in Pennsylvania $ n
(If not domiciled in Pa.) Personal property in County g - r ~ /V~
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters- TF:~I7l-1~ 71=j~-~L2`'
therOn. (testamentary; administration c. t.a.; administration d. b. n.c.t. a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF c2m~?ErzL~tvD ~ ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed _ n -_ ,~
before me this 2$ _ day of ~ ~ ~ ~ °j
~ pgc 20 a
M (%• t,EGJSS Register
No. ~t ~nn~-~~~
ALLIN R. MEARKLE ,Deceased
Estate of
DECREE OF PROBATE AND GRANT OF LETTERS
MAY 31st ~9 2002, in consideration of the petition on
AND NOW
the reverse side hereof, satisfactory proof having APRIL s12th be1973 e
IT IS DECREED that the instrument(s) date
described therALLINdR.itte~d~tRpLE ate and filed of record as the last will of
and Letters TESTIIMEN'PARY
are hereby granted to PEARL F. MEARKLE
l ~ '
Register of Wills
MARY C. LEW1S
FEES
50.00
Probate, Letters, Etc.......... S 3.00 A7I ORNEY (Sup. C[. I.D. No.)
Short Certificates(1) .......... S
Renunciation ................ S
X-PaCJ2S -0- ~ -~ ADDRESS
JCP ~~~
TOTAL _ ~
Filed Y 31st 2002 $,SH.OO,,, PHONE
~..... ...r .............
MAILED LETTERS AND ORDER 'its EXECO'PRIX ON 5/31/2002
'I c ` -,. ~ ''~ ` "'^ ^ Sere cr, is corrccdy coplL~ kom an original cei~ificarc of death dul}' filed with me as
Iucil Reoitin v I~hr (>i I( al~cel du Ire ,+~ill Lc lonvarded o~ d1c til n, Viral Records Office for perrnaneNr filing.
~VARIVINGr It is illegal to duplicate this copy by photostat or photograph.
Fc~ for t~ir crnitica rc, $2.00
-~1~-S.L~-J 9_.L_
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~ A. ~e..~~Q.t"~,,. a _
Local Registrar
MAY ? R ?002
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NtOS.ic3 flEV. }/°p
TETRI COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL
NT
,N RECORDS
CERTIFICATE OF DEATH
RMAMEM a,,up
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LAST WILL AND TESTAMENT
OF 21-2002-525
ALLEN R. MEARKLE
I, ALLEN R. MEARKLE, of R. D. 1, Newville, 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 grave marker, shall be paid from the assets of my estate as soon as
practicable after my decease.
ITEM II: I devise and bequeath the residue of my estate, of every natur
and wherever situate, to my wife, Pearl F. Mearkle, providing she shall
survive me by sixty (60) days,
ITEM III: Should my wife, Pearl F. Mearkle, predecease me or die on
or before the sixtieth day following my death, I devise and bequeath the resi-
due of my estate, of every nature and wherever situate, to my issue living
on the sixty-first day following my death, per stirpes.
ITEM IV: I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed, shall be
paid from my residuary estate as a part of the expense of the administration
of my estate.
ITEM V: I appoint my wife, Pearl F. Mearkle, Executrix of this my
Last Will. Should my wife, Pearl F. Mearkle, fail to qualify or cease to act
as Executrix, then I appoint my three children, Stephen R. Mearkle, Susan
A. Mearkle, and Patsy V. Mearkle, Executors of this my last Will.
ITEM VI: I direct that my personal representative shall not be required
to give bond for faithful performance of his or her duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this f-~I day
of April, 1973.
LLC.f~-v.~' .~C/ (~ ~ff.,l~rL2/Y~~.e~ (SE'hL')
Allen R. M rkle
The preceding instrument, consisting of this one typewritten page, ident
fied by the signature of the Testator, was on the day and date thereof signed,
published and declared by AIlen R. Mearkle, the Testator herein 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 thereto.
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LAW OFFICES r
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LANDIB. MCINTOSH -
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CARLISLE. PENNSYLVANIA
21-2002-525
REGISTER OF WILLS OF li~tl~ 3~~R~Y~;D COUNTY
OATH OF SUBSCRIBING WITNESS
~D~~'2T 13i.r~CK
a;":I ,
(each) a subscribing witness to the wil resented herewith, (each) being duly qualified according to
law, depose(s) ar~i say(s) that 1 LV A 5 present and saw
the testa[ ~'~ sign the same and that = signed as a witness at the
request of testa[ in h l5 presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)). ~ ~~~ ~j
Sworn to or affirmed and subscribed before _____~~1.~~~G~"`~ C~~
me this 31st day of VV
MAY ~ i~ (Name)
LEWIS ~ -'""
Register
(Address)
(Name/
(Address/
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
testa[ of (one of the subscribing
that
codicil
witnesses to) the wilt presented herewith and
codicil
believes the signature on the will is in the handwriting of
to the best of knowledge and belie~:'~
i
Sworn to or affirmed and subscribed bef e
me this ay of !Name)
19
(Address/
Register
/Name/
(Address/
REGISTER OF WILLS OF
COUNTY
OATH OF SUBSCRIBING WITNESS
/~
codicil
(each) a subscribing witness to the will presented herewith,. (each) being duly qualified according to
law, depose(s) and say(s) that
present and saw
the testat ,sign the same and that
signed as a witness at the
request of testat in h_ presence and (ih the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day'of
(Name)
19,,
(Address)
Register
!Name)
!Address)
21-2002-525
REGISTER OF WILLS OF C~ ~t~~ ~~~-~'~~COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according tq law, deposes and say(s) that
~ ~~ familiar with the signature of _~~-~-E(~J ~, ~~=/~'~11 }=
testat of ( the will
presented herewith and
that _ ~ `o°'~"-
believe~ the signature on the will is in the handwriting of
n
to the best of n~ ~( _ knowledge and belief.
Sworn to or affirmed and subscribed before
me this _ 31 _ day of
MAY pyt 2002
MARY C. LEW S Regis
L'i/ ~ ~:~
~ ~~
l /AddressJ~~
.~~,~ - -mil r i 7~ y l
(Name)
(Address)
~ .
~.'
(~-~
CERTIFICATION OF NOTICE UNDER RULE 5 Eta)
Name of Decedent: ~ ~, ~~. ~~a~~-
Date of Death:~a~, /~y .~ °~, ~ Q '2
V
Will No.
Admin. No. ~ ~ J "~ r,
To [he Register:
I certify that notice of (benesicial interest) estate a_ dministratiprt 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 7;~/
%~i~
~ 7~4 ~
Notice has now been given to al] persons entitled [hereto under Rale 5.6(a)
Dale:
Signature
Name~~~~~ ~ ~~
Address ~ ~ ~~
r
~~ ~ ~u
"~//
Telephone p/Y) 77 ~ _ 3 D ~f /
Capacity: _ personal Representative
-Counsel for personal representative
,lEV-15~ ~x
COMMONWEALTH OF'
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT· 280601
HARRISBURG, PA 17128-0601
REV-I 500 ['
FILE NUMBE~-" '
INHERITANCE TAX RETURNI ~ j__ 0 ?- 5~E~
RESIDENT DECEDENT i co~co0E ~ ----
LU
fl.
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
o5-/~ -o~
~. Original Return
[-~4. Limited Estate
~--'] 6. Decedent Died Testate (Auac~ copy of wi,)
~--] 9. Litigation Proceeds Received
(IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL)
F
[-"~ 2. Supplemental Return
['-~ 4a. Future Interest Compromise (date of death alter 12-12-82)
r-~7. Decedent Maintained a Living Trust (^tac~ copy o~Trust)
[---~10. Spousal Poverty Credit (date of death betv,~en 12.31-91 and 1-1-95)
FIRM NAME (lfApplica'ble)
TELEPHONE NUMBER
SOCIAL SECURITY NUMBER
-o/
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
)-92)
8. Total Number of Safe Deposit Boxes
[~11. Election to tax under Sec. 9113(A) (Attach Sch O)
~:~_- .... ---:~ ~._ , . ~-_-_.~'- __ ~:
COMPLETE MAILING ADDRESS
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)
~--~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
9.
10.
11.
12.
13.
14.
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)
(8)
(11)
(12)
(13)
(14)
OFFICIAL USE ONLY
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)
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
x .0_ (15)
x .0 (16)
x .12 (17)
x .15 (18)
(19)
19. Tax Due
[---1 · · · .
2O
REV-15~ EX * (1-97)~ ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONALPROPERTY
ESTATE OF FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned w~th the right of sun~ivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
?"lb
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99) ,.~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A.
1.
5.
6.
7.
FUNERAL EXPENSES:
~7b-Jql¢
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Pemonal Representative(s)
S~ial Securi~ Number(s)~lN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
f,d~sT' 51~,~e. E'ms ~-ICsle
State Zip
TOTAL (Also enter on line 9, Recapitulation) I
i o0,00
(If more space is needed, insert additional sheets of the same size) ·
STATUS REPORT UNDER RULE 6,12
Name of Decedent:
Date
Will No.: J ! - 0 j- -' J ~ 5 Adrm. 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 71 No []
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer tO No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes _ No Fl
b. The separate Orphans' Court No. (if auy) for the personal representative's
account is:
c. Did the personal representative state au account informally to the parties
in interest? Yes E~ No [--]
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphan.q' Court
aud may be attached to this report.
Signature
Date: (~ D~-o4
Capacity:
/q3.-q' b'lr,4 £1V~ r
Address
Telephone No.
[--] Personal Representative
I~1 Counsel for personal representative
~.%~. ~.~,~ ~.
BUREAU OF ZNDZVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ZB060!
HARRISBURG, PA 1712B-0601
CONNONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
PATSY FOLTZ
152q NALNUT BOTTOH RD
NENVILLE PA 17Iq :~:i! ~..'
NOTICE OF TNHERZTANCE TAX
APPRA/SEHENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTTONS AND ASSESSMENT OF TAX
~,~:~ i~ DATE
ESTATE OF
DATE OF DEATH
,~ .?~TLE NUNBER
'04 JLIL 30 ,~I*[ '-)~OUNTY
ACN
08-02-200q
HEARKLE
05-16-2002
21 02-0525
CUMBERLAND
101
REV-15~7 EX AFP {01-05)
ALLEN R
Amount Remitted I
MAKE CHECK PAYABLE AND REN]:T PAYNENT TO:
RESTSTER OF N]'LLS
CUNBERLAND CO COURT HOUSE
CARLTSLE, PA 17015
CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~
REV'1547 EX AFP [01-03) NOTICE OF TNHERZTANCE TAX APPRAISEMENT, ALLO#ANCE OR
DTSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MEARKLE ALLEN R FILE NO. 21 02-0525 ACN 101 DATE 08-02-200q
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATTON CONCERNTNG FUTURE INTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: 0RZGZNAL RETURN
1. Reel Estate (Schedule A) (1)
2. Stocks end Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
~. Mortgages/Notes Receivable (Schedule D) (~)
5. Cash/Bank Deposits/Hisc. PersonaZ Proper~y (Schedule E) (~)
6. Jointly O~ned Property (Schedu[e F) (6)
7. Transfers (Schedu[e G) (7)
8. Tote! Assets
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expenses/Ado. Costs/Nisc. Expanses (Schedule H) (9)
~0. Debts/Mortgage LiabiZ~tLes/Liens (Schedu[e Z) (lO)
11. Total Deductions
12. Net Value of Tax Return
1S.
1~.
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate SubSect ~o Tax
~5~088.$Z
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 sube~t the upper port,on
.00 of this form with your
tax payment.
(8}
5,701.25
.00
(11) 5.7ol. 25
(12) :59,387.07
(15) . O0
(l~) $9,387.07
ASSESSHENT OF TAX:
15. Aeount of Line lq at Spousal rate
16. Amount of Line 1~ taxable at Lineal/Class A rate
17. Amount of Line lq at Sibling rata
18. Amount of Line lfi taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECE/PT D/SCOUNT
DATE NUMBER /NTEREST/PEN PAID (-)
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE:
(~;) :59,387.07 x O0 = .00
(16) .00 X Oq5 = .00
(17). .00 X 12 = .00
(18) . O0 x 15 = . O0
(19)= . O0
reflect figures that include the total of ALL returns assessed to date.
AMOUNT PAID
TOTAL TAX CREDZT
BALANCE OF TAX DUEI
ZNTEREST AND PEN.
TOTAL DUE
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.)
.00
.00
.00
.00
Zf an assessment was issued previously, 11nes 14, 15 and/or 16, 17,
q5,088.$2
18 and 19 wlll
.0O