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HomeMy WebLinkAbout06-07-10 r/~~6. ~ ~7c ~ ~ `GIAGn 1 ~1nV f Inl1L. 1~GI.GM~7G ESTATE OF PEARL F. MEARKLE m G~ ~~ =:~ KNOW ALL MEN BY THESE PRESENTS, that Pearl F. Mearkl f f~nn r~~ -v ~' Township, Cumberland County, Pennsylvania, deceased, died testate on erf~be~49, ~.~ 2008, having first made her Last Will and Testament, which was dul xecute~.on ~:~ i January 30, 2004 and probated in the Office of the Register of Wills of Cumberland County, on December 10, 2008, at File No. 21-08-1232. WHEREAS, the said Peari F. Mearkle, by the aforesaid last Will andi Testament, named Stephen R. Mearkle as Executor of said Last Will and Testament; WHEREAS, Letters Testamentary on the Estate of the said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executor, hereinafter called personal representative; WHEREAS, the personal representative has gathered the assets of the Estate of the said decedent and the assets consist of personal and real property with the total value of $236,775.66 as set forth in Exhibit "A°, which is a copy of the Pennsylvania Inheritance Tax Return filed and approved by said personal representative, end which is attached hereto and made a part hereof, and marked Exhibit "A"; WHEREAS, the debts and deductions, including the payment of inheritance tax in the said Estate, which has now been paid, leave a balance for distribution of $181,155.42, also as set forth in the statement of said personal representative, which is attached hereto and marked Exhibit "B"; WHEREAS, the balance for distribution as shown in the said statement marked Exhibit "B" has been reduced to cash and has been distributed as herein 'indicated in acconiance with the terms of the Last Will and Testament of the said Decedent; NOW, THEREFORE, Stephen R. Mearkle, Susan A. Wacker and Patsy V. Foltz, being all of the heirs under the Last Will and Testament of the said decedent, and being those persons entitlled to inherit under said Last Will and Testament, do hereby each of us acknowledge that we have this day had and received from the aforesaid personal representative, in full satisfaction and payment of all sums of money, legacies, bequests, and devises as are given, devised and bequeathed to each of us respectively s by the said Last Will and Testament, the amounts due us under said Last Will and Testament, which amounts we have received this day or prior to this day; and, each of us do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we each agree that n© account is necessary and we do hereby agree that we do consent to distribution being made without the filing of an account and schedule of distribution, the same to' be with the same force and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. THEREFORE, we and each of us, do hereby remise, release, gruitclaim and forever discharge the said personal representative, Stephen R. Mearkle, his heirs, executors, administrators and assigns, of and from the said estate and frorm all actions, suits, payments, acxounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of the said decedent, and each of us do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this Agreement, we and each of us do hereby covenant and agree with each other and the aforesaid personal representative, that we will contribute pro-rata our share of the Estate to satisfy any and all claims, demands, suits or causes of action whhich may be successfully prosecuted against the said Estate or the aforesaid personal representative after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. IN WITNESS WHEREOF, we have hereunto set our hands and seals the day and year noted below. ~'/ D 20 0 Date ~tne Step n R. Mea e s ~e is C1. r~,. ate Wifie `Susan A. Wacker ~ 30 ~G10 Date itne Patsy .Foltz s NOTICE OF INHERITANCE TAX Pennsylvania ~ BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INlh:ttITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-a9) PO H07CC 280601 FMRRISDUR6 PA 17128-0601 DATE 05-10-2010 ESTATE OF MEARKLE PEARL F DATE OF DEATH 11-29-2008 FILE NUMBER 21 08-1232 COUNTY CUMBERLAND JAMES M ROBINSON ACN 101 TORO LAW OFFICES APPEAL DATE: 07-09-2010 28 S P ITT ST (See reverse side ceder ObjeeNons) CARLISLE PA 17013 A~ount Rswtitted MAKE CHECK PAYABLE AND REIMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 CUT ALONC THIS LINE ~1 RETAIN LOWER PORTION FOR YOUR RECORDS !~ REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE'OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MEARKLE PEARL FFILE N0.s21 08-1232 ACN: 101 DATE: 05-10-2010 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate CSchedul• A) C1) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule H) (2) .00 credit to your account, 3. Closely Held Stoek/Partnership Interest CSchedul• C) C3) .00 submit th• upper portion of this form with your 4. Mortgages/Notes Receivable CSchedul• D) C4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedul• E) C5) .00 6. Jointly Orrned Property (Schedule F) I6) .0 0 7. Transfers (Schedule 6) (7) .00 8. Total Assets C8) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) .00 10. Debts/Mortgage Liabilities/Liens CSchedul• I) C10) 7,881.10 11. Total Deductions C117 7,881.10 12. Net Value of Tax Return C12) 7,8$1.10- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedul• J) C13) .00 14. Net Value of Estate Subject to Tax C14) 189,245.66 NOTE: If an assess~snt was issued previously, reflect figures that include the total ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate lines 14, 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: DATE NUMBER INTEREST/PEN PAID C-) 02-25-2009 CD010941 425.80 07-13-2009 SHADJUST .00 A C15) .00 x 00 .00 c16) )e9.24~_66 x 045'' 8,516.05 c17) ' - no x 12 .00 c18) .00 X 15 ~ .00 c19)a 8,516.05 AMOUNT PAID ,-.~.. ~o .O1 TOTAL TAX PAYMENT 8,852.97 IALANCE OF TAX DUE 336.92CR INTEREST AHD PEN. ! .DO TOTAL DUE 336.92CR * IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE :S REFLECTED AS A "CREDITS CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM'FOR INSTRUCTIONS. k ~r -~ REV-1 ~i00 1505607120 EX (06-05) OFFICIAL lJ8E ONLY PA DepartnlsM of Revenue ..r tsar Bur~u of IrtdNidwl Taxes INHERITANCE TAX RETURN ~~'~ 21 08 01232 Herriebur0, PA 17128-0801 RESIDENT DECEDENT ENT®t DECEDBiT INFORMATION BELOW Social Secrsity Number Date of Death Dabs of Birth 201167346 11292008 04141923 DeoerkM's Last Name SufPoc Deoederrt's First Name MI >![EARICLE PEARL P' (If ApplkabM) Enber 8urvhrinp Spouse's InMnnatlon Below Spouse's Last Name Suflbc Spouse's First Neme MI Spouse's Sods) SecurRy Numbsr THI8 RETURN MUST BE FlLED IN DUPLIC/-TE YYITH THE REGISTER OF WILLS FlLL IN APPROPRIATE OVALS BELOW . p ~. oripfrw Redun ® z. supp«ner~al Retum p s. RemeMrdsr Rsarp (date a deeth prior to 12-1382) p 4. Limned Fatale p 4s. Fuhrr YMarw ~^P-~~ p 5. Federal Esfae Tax Rstum Required ca.i. a awn aiar 12-tz-6Z) ® 8, (~ ~ ~ p 7. IgD.ea~d~t~py a urin0 Tnst ~ 8. Total Numbsr a'SMs Depodt Baaes p 9. LiBpelion Proceeds RacaNrsd p 10. ,, , .~~a ~ ;~ a""' O ~ t.Ebdlon eo we rehdsr sec. at t s(A) p-ttadr sa,. o) TFMS SECTION 81UST 8E COA~I.ETED. ALL CONRDENTIAL TAX 8E DfrlECTED TO: Daydms T Nultber JAffiES M ROBI>)ISOIQ 7172459688 Flnn Name (IF Applicable) T II RO LAMP O F B' I C E S RECi18TER OF YIrILLS tISE ONLY First Ihte of address g axe 28 3. PITT STREET o ~; ~; ~ :~ second line of sddnas ~.i ~~ v ~~ Clty or Post ORice CARLISLE stye aP code PA 17013 w. m comsps~pryone~wnt~s.-mausdrlrws: JRobinson~TuroLaw.com p ktrui. aatict sarwpwl' I .. ~' i phparsr otlr~tMn~tlrs p~ireor~ npra r is ~ '~ U~M~'awhtch a bMt _ my la~'°wl°d°° bsRef' 8tiephen R. Mearlde Carlisle, PA 1701 S Bide 1 1505607120 1505607120 J 1941 Appleway, St Thomas, PA 17252 ~. ~.. 1505607220 REV-15oo Ex oeo.a«~r.wme: MEARKLE, PEARL F Decedent's Social Security Number 201167346 RECAPITULATION 1. Real Fatale (Schedub A) .......................................................................................... 1. 2. Blocks and Bonds (Schedub B) .............................................................................. . 2. 3. Ckxtely Held Corporation, Parbxjrship or sole-Proprb/on3hip (Sc~edub C).......... 3. 4. Mortgages 8 Nolen Receivable (Schedub D) .......................................................... 4. 5. Cssh, Bank Deposhs & Mboe6aneous Personal Property (Schsdub E) ................ 5. 6. Jokrtly Owned Property (Sclredub F) p Sepsrale BNNng Requealed ............. 6. 7. Inlsr-Vivos Transfers 8 Mboelbneous Non-Probels Property arate n Se ~ p g (Schedub G) ~ 4••••••••••••• 7. 8. Total (dross Asssb (total Lines 1-7) ....................................................................... 8. 0 . 0 0 9. Funeral Expenses 8 Admkrkttrathre Coats (Schedub H) ......................................... 9. 10. Debts of Decedent, Mortgage I..blditbs, 8 Liens (Schedub I) ................................ 10. 7 , 8 81.10 11. Told Deductions (total Lines 9 & 10) ..................................................................... .11, 7 , 8 81.10 12. Net Value of Estate (Line 8 minus Line 11) .............................................................12. - 7 , 8 81.10 13. Charitable and Govenrrrsnmi Bequssb/Sec 9113 Trusts for which an ebdion to tax has not been made (Schedule J) ................................................. 13. 14. Nat Valve 8ubjsct>b Tax (Line 12 ndnus Line 13) ................................................. 14. - 7 , 8 81.10 TAX COMPUTAT~N - 8EE MISTRUCTIONS FOR APPLJCABLE RATE8 - ^---. 15. Amount of Line 14 taxabb at the spousal tax rab, or transfers under Sec. 911 B (ax1.2) X .00 15. 16. Amount Of Lirre 14 faxabb at ikreal rate x .045 - 7 , 8 81.10 16• - 3 5 4 . 6 5 17. Amount of Line 14 taxebb at stbYng rate X ,12 17. 18. Amount of Line 14 taxsbb at colbleral rate X .15 18. 19. Tax Dus ...................................................................................................................~ 9• - 3 5 4. 6 5 Z0. FILL IN THE OVAL ~ YOU ARE REQUEt3TIN0 A REFUNO OF AN OVERPAYMENT. L 1505607220 Side 2 0 1505607220 t~ ~s REV 1500 EX Page 3 Decedent's Complete Address: Fib Number 21 - 08 - 07 232 IMearkle, Pearl F STREET ADDRESS 1524 Walnut Bottom Road CITY Newville STATE PA ZIP 17241 Tax Payments and Crodits: 1. Tax Due (Page 1 Line 19) 2. CredilafPaymsnts A. Spousal Poverty Credit B. Prior Payments C. Discount 3. IntarestlPsnaky if applicable D. Interest E. Penalty (1) -17.73 Trial Credits (A + B + C) (2) Total IrrterestlPena~- (D + E) (3) (4) 4. H Line 2 ut greater than Line 1 + t.ure 3, enter the dHfsrsnce. Th1s b the OVERPAYMENT. Check box on Pape T Une m to request a rotund 5. ff Line 1 + Line 3 us greater than Line 2, enbr the . Thb b the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of LMe 5 + 5A. Thb is the BALANCE DUE. (5) (5A) (`~) -354.65 -17.73 0.00 336.92 ~.~~ Make Check Payable to: REGISTER OF WILLS, AGENT PLEA8E ANSNlER THE FOLLOWING QUE8TIONS BY PLAgNG AN "X" IN THE APPROPRIATE BLOCKS 1. Dki decedent make a trerarler and: Yea No a. retain the rrse or inoorrre of the property trensfemed :................................................................................ x b. retain the rigl~ to deaiDnate who shah use the property transferred or ib income :.................................... x c. retain a reversionary ulbrost; or ................................................................................................................. x d. reoehro the prorMse for title of either payments, trenefiits or care? ............................................................. x 2. ff death occurred albr December 12, 19ti2, did decwdern transfer properly whin one year of death widhout receivurg adequste oonsuieradon? .....................................................................................................................~ 3. Dkl decedent own an 9n trust for" or payable upon death bank account or securhy at his or her death?......... ~ ^x 4. Did deoedsrrt own an Individual Redrerrrent Acxount, annuity, or other noh-probate property whk:h oorrtaurs s beneficiary deaignatbn? ...................................................................................................................~ ^ M Tf# ANSYYER TO ANY OF TFIE ABOVE QUE8TiON818 YES. YOU MUST COMPLETE SCHEDULE G AND FILE ri' AS PART OF TIC RETUR For dabs of dsetlr on or altar Juy 1,1994 and before January 1,1995, the tax rate imposed on the net value of tr9snafers or for the use of the survhrup spouse b three (3) peroerr{ [72 P.S. §9118 (a) (1.1) (i)]. For dabs of death on or albr January 1,1985, the tax rate imposed on the net value of transfers to or for the use of the syrvhring spouse b zero (0) percent [72 P.S. §9118 (a) (1.1) (in]. The a transfer to a surviving apowe from tax, and the stKutory requirements for disdosrne of assets and fAiny a tax return are stNl ~p~cabb even if fire surviving spouse us the only benefk~ary. For dabs of death on or alter Juy 1,2000: The fax rate unposed on the rest value of transfers from a deceased child twer~r-one y~rs of age or Younger at death to or for the use of a rurturol pa-eM, an adoptive parent, or a stepparent of the chNd ut zero (0) peroerrt [72 P.S. §9116 (a) (1.2)). The tax rsb unposed on the net value of transfers to or for the use of the decedents lineal benefldaries ur four and one-half (4.5) percent, except as nobd in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rab (reposed on the net value of transfers to or for the use of the decedents siblugs b twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defured under Section 9102, as an uxllvidual who has at least one parent in cararron with the decedent, whether by bkxxf or adoption. e . ~ ~ ~ SCHEDULEI DEBTS OF DECEDENT, MORTGAGE ~"'°'~TM°F~µ'" LIABILITIES, $ LIENS Mf.11RNICE T/0(IEiI/tl! 1l/Od~R O~C®[NT (:.STATE OF Mearkle, P®erl F FILE NU~ER -- 21 -08-01232 Include unreimbursed mescal expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Colesbock Appraisals -Appraisal of 33 Hayes Grove Road in prepan3tion of sale 350.00 2 Closing costs and settlement charges from sale of 33 Hayes Grove Road 3,391.13 3 Inbemal Revenue Service -Federal Income Taxes 3,398.00 4 Pennsylvania Department of Revenue -State Income Taxes 115.00 5 ~ Inbemal Revenue Service -Federal Income Tax Adjustment 38.00 6 Continuing Care Pharmacy - Co-insurance for pharmacy bill 588.97 TOTAL (Also sober on Line 10, Recapitulagonl 7,881.10 . ~, 1.XQFHA 2.QFmHA 3.QCONV.UNINS. 4.QVA 6.QCONV.INS. U:S. DEPARTMENT OF HONl8N~Ki 8 URBAN DEVELOPMENT 6. FILE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT 2009020004CONPP 091710 8. MORTQAAE INS CASE NUMBER: 4418882901 C. NOTE: 7INs Ibrm /a fixnlahsd to ~ yrw a ate0srnent of aatu~ settlement costs. Amounts pedd to and by the aeftlerrrsrrt agent are shown. !lams marked gPOCj' were paid outside the doabig; they are shown here fior Inionnatlona! purposes and are not Mduded b the fatale. ,.o ~e r~oo~saoau~~rr.ProQaosa¢ooaoo~an D. NAME AND ADDRESS OF BORROWER: Robin L Skates 33 Hays Grove Road NewvNle, PA 17241 SSN:188-88-8436 E. NAME AND ADDRESS OF SELLER: Pearb F. Mearkle Estate 33 Hays Grove Road Newvilie, PA 17241 F. NAME AND ADDRESS OF LENDER: US Mortgage Finance, Corp. 228 Intwnttional Circle, Suite 102 Hurt< Valk3y, MD 21230 G. PROPERTY LOCATION: 33 Hays Grove Roed PA 17241 NewvHle H. SETTLEMENT AGENT: Consumer Saltlement Servkos 1. SETTLEMENT DATE: 2009 March 12 , Cumberland County, Pennsylvania . PLACE OF SETTLEMENT 33 Hays Grove Road NewviNs, PA 1 7241 , J. 1.00. ~. ~ 101. conaact PAoe ooo.o0 401. tilde eoooc 102. Pereatel 402. Pewortel 103. b Ba'rower Llne 1400 8680.13 403. 104. 9 404. 106. 9 406. Far Nenra PiNd SaOerb adwence Far Nana Paid Satyrb adwrroe 108. loaell8dgol Taores b 408. Taxes b 107. Tames b 407. Taxes b 108. Sdrod Tames b 408. axn b 109. 409. 110. 111. 411. 112 41 12Q GROSS AMOUNT DUE l~iQwl BORROWER 90,680.13 4?0: t3ROS3 AAROtNIiT DUE TO SELLER 82,000.OC Z00. P BY N OF BORN TO I01. ar cannel . txONe Sele kM~11WafM tOZ. at New s B ~ N ~ 919.00 b Behr 1400 T 130.00 s Waen b ~-- -•----•' e b Z04. •~ - - 804. ofiket ... t08. Z08. 608. t07. 8D'!. . Z08. Gilt of °1 1 .00 808. QIR o/ 18 .00 Z09. coat enter 1.13 800. ooeR canter ~ 3 1.13 For Nsms Seiler Far Name U Seller 210. LacaYYSdwol Tinos b 610. Teuos b 211. Tends b 811. Teaaee b 212. School Taxes b 812 School coos b 213. 813. 214. 614. 218. 81B. 216. 618. 217. 61 T. 218. 618. 19. 819. 22Q TOTAL PAN) 8YAR31Q BOl;tli~OWER 90,580.13 AT 301. does Amotstt Due From 120 90 .1$ 3ZQ TOTAL REDUC71Qf11 AMOUNT WE SELLER 19,791.13 . CAti . does Ow To 8eNer 420 82000.00 302. Lase Amount Prwid Boeawer 220 90 .13 Due Behr 620 19,791.13 903. CASH { FROA/) ( TnJ t3ORROYVER 0.00 8014. CASH (X TO) t FRQM j,3EL,LEJ4 82,208.87 The mMereigned hereby aduiawkdge reosipt of a complebd copy of pages 182 of thin statement b any eltechmente roterred b hsrski. Borrower (~ ~ Seller ~ ~~ . __. _ _ _ ~ ~: -~ ' L. SETTLEMENT CHARGE8 O. TOTAL ~) Baad Or1 Prig 36 PAID FROM PAID FROM ~ B~tROWER'S SELLER'S b FUNDS AT FUNDS AT 4n SETREMENT SETTLEMENT wwl..~. Yl,~... A~~. YYY. 801. Lan Fes 0.0000 96 b Pais Ina 897.00 802. Lan DisoouM 0.0000 96 b lJ8 Flnanoe, ~•~ ee b ee b ce, ~ b ~ nc. 6 .00 . YSP Pd Leader b PrMne Plus Inc. POC:L1193.35 se b a, 696. b nos, b noe, b nce, ws~w ~w s~ wuw s. ~.uu~.w~ ~.rv.....wo .~r~w~~rr r ~~ ~a1. Inletest Fnxn o9n 2a9 b 04101108 s ~ 12.149TOO/d c 20 d ~ 242.67 b a 1 X03. Hazatd Insurance Premhtm for 1.0 b ABstMs POC:B631.28 804. X05. 1001. wxm+d haurane. a.ooo nxxdhs s 44.27 mtxtllt 1n.o6 tao2. IttstKartos 0.000 montln 29.04 moon 1009. LoaYSdioa Taxss mtudhs monlFt 1004. Taxes 2.000 monlfts 17.14 mor8h 34.20 1005. School Teas 10.000 montla s 96.09 month ~0•~ i 1 7. 1008. ~p~M moMfu morph -934.18 1101.. Fes b NoslOswrs 250.00 1102. Tee SMrelh Fes b 1103. b 1104. E-ntd Doe Fie b Noel Clswra 33•~ 1105. Docunsnt b Tura Law OfBass Desd P 100.00 1108. Fiss b Ntxd ClaMets 20.00 1107. Foss b ilsm numbers: 1 b Serviosa 8.1 1 ee b 1119.. 1114. ee b 86.00 1 15. b 15.00 111. tut 111. se b 111 . 60.00: MOtba-e s 1x00. ____. ~CNA11RiEs 1301. ... , ..... b 1302. Pest b 130.9.2009 91-12.0328-032 b 8tltt 31-12-0328.032 204.84 1304. 1905. 1400. TOTAL sETt1.E~JrT CFMI40CS on LMas 1 section J and s.oaa~ ~ 8580.13 130.00 ~ ~~t1 ~ 7 vl tR ~awnwn[, n~ wpi~aw ~aaowuw nw7R a r ~np~.o wy w p.~ ~ a ns wv pp~ ~ ~ ~ n ~ ..........:.., e..wb......~. ~.....~~.. _ _ _ _ _ _ _ ~~ '` COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX HUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLDNANCE OR DISALLONANCE DNI~ITANCE TAX DriISION OF DEDUCTIONS AND ASSESSMENT OF TAX Po soot 2ee~s1 FNRRISHtRC PA 1712a-ef01 REY-1b47 Oc AFP C91-B9) 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 TORO LAW OFFICES APPEAL DATE: 09-181-2009 28 S P ITT ST (Sss ~-+erse sloe RJ1~6I ObjrddoH~s) CARLISLE PA 17013 Asount Rsstitt~d MAKE CHECK PAYABLE AND REM T PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HO~1SE CARLISLE, PA 17013 CUT ALONG TNIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ __w________________ REY-1547 SX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE bR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX _ _. _.. .. ESTATE OF MEARKLE PEARL F FILE N0. 21 Da-1232 ACN 101 SATE 07-20-2009 TAX RETURN WAS: C X ) ACCEPTED AS FILED ( ) CHANCED RESERVATION CDNIC_ERNINQ FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estat• CSahedul• A) C1) 99,666.00 WOTEs To insure proper 2. Stooks and Hands CSohedui• D) C2) .DO dredit to your aocount. .00 s}ubait th• upper portion 3. Cioaeiy Heid Stoek/Partnerahip Interest CSehadui• C) C3) of this fora with your 4. MortpaSaa/Notas Raoeivable CSehadula D) C4) .0 O fax paywtant. S. Cash/Sank Daposits/Misc. Personal Property CSehadule E) CH) 94.935.26 6. Jointly Owned Property CSohadula F) C6J .00 7. Transfara CSehedul• 0) C7) 42,174.40 a. Total Assets (a) 236,775.66 APPROVED DEDUCTIONS AND EXEMPTIONS: 29,235.40 9. Funeral Expanses/Ada. Coats/Miao. Expanses CSchaduia N) C!) 10. Debts/MortSaS• Liabilitias/Lians CSehadui• I) C10) 10.413.50 11. Total Daductiona Cil) .r. 3g-L6R 90 12. Nat Yaiu• of Tax Return C12) 197,126.76 13. Charitable/eovarnaentai Baqueats= Non-•laotad 9113 Trusta CSehadui• J) C13) .0 0 14. Nat Vaiu• of Estate Subjao! to Tax C14) I97,12i6:76 NOTE: If an •sssssssnt rs: issusd~prwiouslY, linos 14, 15 and/or 16, 17, id snd 19 rill rstisct fiouros that include the total oi' ~, returns assossod to Hato. ASSE83MENT OF TAX: . 00 X 00 a . DO 113. Mount of Line 14 at Spousal rate C1H) 16. Mount of Lin• 14 taxable at Linaal/Clasa A rate C16) 1 97,126.76 X 045 ~ 8,870.70 17. Asount of L1n• 14 at Sib3inD rate C17) .00 X 12 ~ .00 lt. Asount of Lin• 14 taxable at Coilataral/Ciass B rate C1S) .00 X 15 ~ .00 19. Principal Tax Dw C19)~ 8,870.70 DATE NUNHER + INTEREST/PEN PAID C-) AMOUNT PAID 02-25-2009 CD030941 443.53 8,427.16 07-13-2009 SBADJUST .00 .O1 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 8,870.70 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 C IF TOTAL DUE Ii LESS THAN fl. NO PAYNEN~' IS REgUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT°ICCR). YOU MAY HE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM~FOR INSTRUCTIONS.) L_ .. ~ RE1/-1 SOO 1~~1147 • EX (0606) OFFK-'IAL USE ONLY PA Dsparhrlsnt of Revenue ~'"°°~' °f hrdirtduai T8D0~ INHERI`~ANCE TAX RETURN 21 0 8 012 3 2 Po Bott.~eoeol Flarrhbrnp. PA 1712e-oeol RE8IDENT DECEDENT ENTER DECEDENT INPWiMAT10N BELOW S~ s,a„~y Nun>tier Dabs of Death Dabs of Btrth 201167346 11292008 04141923 Decedent's Last Name Suffix Decedent's First Name MI MlAR1CL! PlARL P (If 1lpplkably Erder Survivlnp Spouse's Irriorrrabon Below Spoues's Last Name Suffix Spouse's Fkat Name MI Spouse's Social Security Number ~g RETURN MUBT BE FlLED IN DUPLICATE'. WITH THE REGISTER OF WILLS FMn Name (If Applicably OF MALLS t~E ONLY 'TIIRO LAW OlaIClS o First lure of address o 0 m r ' '~ ~ 28 S . PITT 8TR!!T 'A ar ~ '~ 8acond qne of address ~~ to CNJ'1 xi :7 ~ ~ ~:: ~ ~ -c,: Ciq- or Past Office Sfab ZIP Cods .. r.-- .- CARLISLE PA 17013 ~ ~ `"''`~r~ ya.m.ua~; JRobinson~TuroLaw.com ~~,a p p ~ss ~r~,aoasot~~ids~alnha~'~swrsr'a,wr~arrni°sl~is~ra ~m'~ on'afw~h~ at~anr~~a~ ~..~ ~ .7iw . _ .Di/~._ 8tepMn R. illlealt119 Z-.JL~~09 p 4. Lrnllsd ~ p 4f. we.. rwn.r o~npo.r- p 8. r-ed.rsl r~ Tax tasam liequhea tae. era-s~.n.r,aa2~eN ® e. o.o.a.r a.a T.r.r. p ~. t~,~• u~rw ~ 0 9. Tall ~q.nbar or ifs oepodt eooae~ (IWdf Cogr dVlall p e. t]tlipp.ron Prooerads Recahrsd p to. °N'~~.~,~°i~laa.'s' p 1~.~ ~ ~ sea. a~~e(N AID T 7~., . Daytlms•T Number JA~tlS ffi ROBIaiSON 7172459$88 FiLL w APPROPRIATE ONALt3 9ELOw ® ~. orlorr.l Relwn p z. tiuppleaier~ld Rshrn p a ReueYider lier~rn (eMe aaesa~ priorb 12-18 1841 Appleway, St. Thomas, PA 17ZS2 James M. Robinson South Pitf,~tnst, CarNsle, PA 17013 L 15056041147 Side 1 150560411147 ,. 15056042148 REV 1500 IX o.o.a.~r.wn~ MEARKLE, PEARL F Dsosdent's Sodel Secxuily Number 201167346 RECAPITUUTwN 99,666.00 1.. Rsai Estsee (Sc~rsdub p) .......................................................................................... 1. 2 Stiocdcs and Bonds (8ciadub B) ............................................................................... 2. 3. Closely Hsb Corporation, Parttarship or Sols-Proprie~orsh~ (8chsdub G~.......... 3. 4. eAortpopes ~ Noess Reoeivabb (BChedule D) .......................................................... 4. 5. Cash, sonic Dspoaits ~ IAboegeneoue Personal Prq~ert,- (Sdadub E) ................ 5. 9 4 , 9 3 5 . 2 6 8. Jointly Owned Ptopsriy (Sd~edub ~ p Sepsraes BNrp Requsseed ............. 8. 7: inosc`viMOS Traratsrs & ~ D r~~9 (Sr~radule (3) ueseed ............. 7. 4 2 17 4 . 4 0 8. ToW Gross Aassb (6otd LNas 1 ~ ....................................................................... 8. 2'' 3 6 , 7 ? 5 . 6 6 9. Furarsl 6cpenses A Adminbtrative eats (Schsdub li) .............. ....... 9. 2 9 , 2 3 5 . 4 0 10. Debta of Deosdsnt. IAor~aps Limes, :E Lbns (Sdadrrls I) ................................ 10. 10 , 413.5 0 11. meal Deductions (told three 9& 10) ..................................................................... .11. 3 9, 6 4 8. 9 0 12. Net Vitus d Estab (Uns 8 rntrrra Line 11) ............................................................. 12. 19 7 ,12 6 . 7 6 13, Clraiabls sod Qo~rerrrrardal BsgrrsaWSsc 9113 Toasts for vrhkh an abotlon eo tax has not been wads (8ciaduls J) ................................................. 13. 14. Nat Value SubJsct eo tax (Line 12 miran tins 13) ................................................. 14. 19 7 ,12 6 . 7 6 TAX COiIplJTATiOti -SEE WS'TRUCTW181: FOR APPLICABLE RATES 15. Mount of Line 14 taxabb at the apocatal tax nets, or tnnsfsrs under Bea 9118 (ex1.2) X .00 75. 18. Mx-urrt of Line 14 taocabb at teneai rats x .0~5 19 7 , 12 6. 7 6 16• 8 , 8 7 0 .7 0 17. Mxxsrt of Line 14 taxable et sbtrp rags X .12 17. 18. Mxwnt of Line 14 taxabb at ooYseeral rate X .15 18. 19. Tax pus ...................................................................................................................19. 20. FILL IN THE OVAL IF YOU ARE REfJIIESTMIG A REFUND OF AN OVERPAYMENT. L 15056042148 Side 2 8,870.70 1505Q0421148 J ,. REV 1500 EX Pape 3 DeOSdsnt's Compls>tis Address: ~. Number 21 - 08 - 01232 Mearkle, Pearl F STREET ADDRESS 1824 Walnut Bottom Road CiTY Newviils - STATE PA ZIP 17241 Tax Paynlenb and Credits: 1. Tax Due (Paps 1 L1rre 19) 2 CtsditelPayments A. Spousal Poverty Credit B. Prior Paymsrgs C. DiacouM 8. Inlety 8 appNable D. Interest E. Peneay 443.84 ToW CrsdRs (A + B + C) ToW Intsroet/Psnaty (D + ~ 4. N Litre 2 is greater than l.he 1 + Line 8, enter the diRsronce. This'is the OVEIiPAYMBrT. Chock box on Papa 2 Lies 20 b regrraet a relterd 5. ff Urrs 1 + Line S is grader than L.lrrs 2, errhr the dNfsrenoe. This Y the TAX DUE. A. Fsler the irrlarsst on the tax~dus. B. later the taW of Lira 5 + 5A. Thts is the BALANCE DUE (t) 8,870.70 (z) 443.54 (3) 0.00 (4) (sf 8,427.16 (~) (~ ~ 8,427.16 Makts C.119Ck Peyab/9 fiD: REQ/$TE/~ QF Wlu.$~ 14QEN~' PLEASE ANSYYER THE FOLLOWING Q11E87'101~ BY PLAgNG AN "X" IN THE APPhROPR1ATE BLOCKS 1. Did dsoedsnt retake a troneTer and: Yss No a. slain Nrs tree or ircame of the property trerrsTsnsd :................................................................................ x b. rstah fhs rpht do deatprrats who ahaA rtes the property trarrsTsrred or 8s kroorrre :.................................... x c. rotaln a rsvsraiorrary InbnsaC or ............................................................................._.............................. x d. receive the prornies Tor Ale of eltlrsr payrnsrrts„ bsrrslNs or r~s? ......................................................... x 2 ff death oodmed atbsr Decenrbx 12,1982, dkl dscsderrt trarrsTir propsry- whin ores year of dsatll wRhout.. ~~ ................................................................................................... .............~7 ~ 3. Did deGdsrrt own an 9n trwt Tor' or payable upon death bank aooourd or secufiy at his or fret death?......... ^ x^ 4. Did dsosdarlt own an Individual Ratiterrrerrt mod. annul4y, or other norfprobals property wNch oarrhlns a bsrreAdary dseipndion? ................................................................................._.............................. -~ ^ F TFE Al18YYER TO ANY OF Tie= ABOVE ftUEBTiON6 IS YES, YOU AIU8T COMPLETE 8Cl1EDUlt? ©AND FiLE R AS PART OF Tim RETUI For dales d death on or oiler July 1,1994 and belbre Jwrtary 1.1986.8re tax rata trnpossd on ihs net callus of tramllers to or for the use of Ure survivip sporrae id throe (6) percent (72 P.S. 89118 (a) (1.1) (~]. For dales d death on or alter Jatrusry 1,1986, the tax rats irr~poasd on the rrst value of bansisrs to ar for the tree d ttp survivtr>0 spouse is zero (0) percarrt 172 P.S. 89118 (y (1.1) (~]. The trarrsfst b a survivtrrp spouse from tax, and the sbbrlory requherrients for dlsdowrs of easels and 6lrp a leer robrm are sdA appNca~ls even if the surviving spouse is the oMy bsrre~r9ary. For dales of death on or aaer Juy 1.2000: The tax rats inrpoasd on the net value d frorrsfars from a dsosased chAd M-snty-ores years of spa or younger at de~h to or fur the use ~ a natural parent, an adoptlvs parorrt, or a depparont of the tddid ie zero (0) psrosrtt [T2 P.S. 89118 (a) (1.2)j. The tax rob imposed on the reef vakrs of tranafero to or for the uae of the dsoedsnt's lineal bene8ciartes is four and one-half (4.5) peroerrt„ exospt at noted h 72 P.S. 89118 1.2) [12 P.S. 89118 (a) (1)]. The hot tab imposed on the rest value of transfe<s to or for the ues of the dsosdsrrra aWrps h lweNe (12) psrcart [7~ P.S. 89118 (a) (1.3)). A siblrg is defined under Ssdbn 9102, as sn indNidual who has d lest ores parent M common wAh the dsoedsnt, whether by blood or adoption. ~~~ ~~ SCHEDULE A REAL ESTATE Fu.E NuMeaat E8TATE OF Mearkle, Pt~lrl F 21 - 08 - 01252 ~1 npro~w4l ~ioM or r baiwssn a v4ry~e and e ~ t~eR~ervalu~. b ~id. ~~~~ Prk~E Ffttwwl~- ed8e cif the relevant tacas. R~'nparty Mfii~ N jah~Y~/-o~wnad wHh rislft of ~vlv~nN~ip ust M dado~sd on Il'EM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 33 Hays Grove Road, Penn Tvrp., Cumberland Co.., Pennsylvania 99,t3~.00 v~ued at Apprised Value x Common Level Ratio ~ TOTAL (Also entsr on Una 1, Rscapitulatlon)~ I 98,666.00 ,.' ~ • SCHEDULE E CASH, BANK DEPOSITS, A MISC. TM ~,~ PERSONAL PROPERTY rT -_ FILE N t~'ATE ~ Mearlde, Pearl F 21- 08 - 01232 Inducts t ~rooss~fs af~~ tondand the cle~s ups proceeds were re~etv~ed by the est~e. au property Jolnth--~+ed ~ ~ o~ p mud be on schedule F. ITE~II NUMBER DESCRIPTION VALUE AT Du4TE OF DEATH 1 Adams County National Bank -Savings Acct. No. 9113371-1/2 Interest with Stephan R. Meeiide 5,836.32 2 Adams County National Bank - c~~eddng Acct. No. 2087278 -112 Interest with Stephen R. Mearlde 1,978.88 3 Adams County Nations Bank - Certificate of Deposit No. 162581-112 Interest with Sbspheln R. Mearkle 12,010.01 4 M ~ T Bank - Savings Acct. No. 21000001129601 -112 interest with Susan A. Wlacker 6.703.38 5 Orratown Bank Certificate of Deposit No_ 4000004684 -1/3 Interest with Patsy V. Foltz and 9.282.61 Susan A. Vltac•.ker 6 PNC Bank - Chec~dng Acct. No. 50-8028-8962 -1/2 Interest with Patsy V. Fritz 2.028.81 7 PNC Bank - Certificate of Deposit No. 31400318245 -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 iCNlsy Blue Book Value 5,000-~ TOTAL (Also sn~sr on Lh~a 6, Regpibulstlon) ~ 94,83fi.Z6 _. CO~MIONThGI1LTi1 of PewlenvMw- MaWfNiCETAXt~57UW a~o®ir oc~etr SCHEDULE G INTER-VNOS TRANSFERS MISC. NON-PROBATE PRO RTY ESTATE OF Nlearide, Purl F FlLE 1- - 01232 _. - This sdNxiuls mwt be oornplel~d and filed M the answer m any of qusetlons 1 tltrotph 4 on p~ Z is y.e. No1d.11r nom. d ~ IlrtnlW.rhip b d~adwt T 0%BC~D'a t~E~ TAXABLE VALUE .,ae.aM.ar..~ auon.oapyah.a.at.ro..i..ea. Kro~sr 1 New York Lice Annuity No. 25938451 42.174.40 1000096 42,174.40 TOTAL (Abo snbr on line 7, Reapion) ~ 42,174.40 EH Fl~d~ ~'" AD~TRATNEOOS7~ ESTATE OF Meaiide, Pearl F -I FILE NUti~ER 21-0~-01232 Dsbb of daosdsnt must be reporbd on 8chsdule 1. - CTBN DESCRIPTION AMOUtVT NUMBER Fl1NEt~AL EXPENSEB• A. 1 Egger Funeral Hone, inc. 5,381.60 2 Carlisle Memorial Service -Grave Headstone 4,901.00 B. ATNE C08TS: 1. Pareond tispreaentedrs's Conan~fons Sbeohen R. Meerlde str~set address 1941 Applsway Oily St. Thomas state PA zip 17252 Year(s) Camr~siort paid •2009 z Ntorrr~r's Fsss Turo Law OfRces 8. Femih- 6aemption: (If dsosdsrrt's addrea is not the sarrre as clairrarrCs, attach expiarratlon) Clatmatrt Patsy Fold and Sus6in Wacker get gddnp 1524 Wdalriut Bottom Road City NeMrvills state PA zIp 17241 Rahtbr>tldp of t~drrarrt tD Dsadsnt Daughters a. Probate Foss Register of Vlftlls Cumberland Law Journal The Serrtinel -Legal s. Accorxdarrt'e Fees 8. Tax Realm Preparers Fees 7. Otlrer Adminratrative Costs 1 Dine In Carlisle -Food at Post funeral Rec~pHon 7,103.27 7,103.27 3,500.00 415.00 75.00 182.56 550.05 r TOTAL (Aho a~ on Itne 8, f~capituhBon) Zg,~.40 ..~ corrro~uni of Pea~snwu~w- ESTATE OF Nlearlde, Pearl F 2 ~ Sovereign Bank -Checkbook Fee Sctwdi~eH Rs~l6q~erres8~ /k~1'f~f~i~N9 i~ CO~fiihlBd 21 - 08 - 01232 Page 2 0~ Sc~~edule H 23.65 . , ~ ~ ~' SCHEDULEI DEBTS OF DECEDENT, MORTGAGE ~'"'"" LIA~IUTIES, & LIENS E8TATE OF FlLE Nt~R Meericle, Pearl F 21 - 08 - 011232 Include unnimbwsed medk~al expsntee. ITEM NUMI~R DESCRIPTION gMpIJ~ 1 Church of God Horne, Inc. 10,247.75 2 Cu Rescue 135.25 3 Comrranweatlh of Pennsylvania - Replace Car Title 22.50 4 AAA - Fee for Car Title 8 ~ I TOTAL (Also enbr on Line 10, Recaptp~on~ I 70.418.60 . ,~ ~r-~at~soc+laoy ca~ao~u.TM aF nea+snv~a N~TAi1CETAXRERI~iN Iti' OECEDBiT E8TATE OF Mearlde, Purl F FILE NUMBER 21- 08 - 01232 Ntsaa~ NAME Aen ADDRESS of PERSON(s) RECENINO PROPERTY RELATIONSHIP TO ~~ oo qot u.t nw~.l SHARE OF ESTATE ) AMOUNT OF ESTATI (~ I; TAXABLE DISTRIBUTi~N ouMpht 8 ~ ~~1~16~(a) ( 1-~?]s 1 Stephen R. Markle Son One-Third 65,708.92 1941 Appleway St Thomas, PA 17252 2 Susan A.1Maclaer Daughter One-Third 65,708.92 1524 WfeNlut Bottom Road NewvHle, PA 17241 3 Patsy V. Follz Daughtier One-Thkd 85,708.92 1524~V11alnut Botbm Road NewvNie, PA 17241 Enbr dory ~rnowibs rot ~hbutlons Chown ~boMS on toss 1 5 thraupA 1 B, u ~pp~optWs, on Rw 1500 oowr sh4et NON-TAXABLE DISTRIBUTIONS: A. 8POUSAL DISTRIBIiTIONB UNDER SECTION 9113 FOR YVHK~i AN ELECTION TO TAX IS NOT BEMK3 MADE B. CHARITABLE AND (30V~ENTAL DISTRIBUTIONS SCHEDULE J BENEFICIARIES TOTAL. OFPART r -ENTER TOTALNON-TAXABLE DISTRIBUTIONS ON UNE 18 OF REV 1500 COVER SH T 0.00 r v r EXHIBIT "B" GROSS ESTATE NET OF TAX $ 228,85.42 LIABILITIES A. Egger Funeral Home, Inc. $ 5,$81.60 B. Carlisle Memorial Service -Headstone 4,01.00 C. Stephen R. Mearkle, Executor 7, ~ 03.27 D. Turo Law Offices 7, ~'~ 03.27 E. Family Exemption 3,500.00 F. Register of Wills 415.00 G. Cumberland Law Journal 75.00 H. The Sentinel -Legal 1'~,82.5g I. Dine In Carlisle 550.05 J. Sovereign Bank ,23.65 K. Church of God Home 10,247.75 L. Cumberland-Goodwill Rescue 1':35.25 M. Commonwealth of Pennsylvania '22.50 N. Colestock Appraisals -Preparation for sale 3150.00 O. Closing Costs/Settlement Charges -Sale 3,31:91.13 P. Internal Revenue Service -Federal Income Tax 3,3198.00 Q. PA Department of Revenue -State Income Tax 1'15.00 R. Internal Revenue Service -Federal Tax Adjustment X38.00 S. Continuing Care Pharmacy 5188.97 T. AAA 8 00 TOTAL LIABILITIES $ 47,5 0 AMOUNT REMAINING TO BE DISTRIBUTED $ 181,1 ~i5.42 DISTRIBUTIONS: Stephen R. Mearkle $ 60,385.14 Susan A. Wacker 60,385.14 Patsy V. Foltz 60.385.14 TOTAL DISTRIBUTIONS $ 181,155.42