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Home My WebLink About03-0174 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Norman E. Markley, Jr. No. ~3-''''' also known as To: Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 161-34-3896 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the ex2cut or named in the last will of the above decedent, dated February, l U U U , 19_ and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Oecendent was domiciled at death in Cumberland County Pennsylvania with ~__ last family or principal residence at 840 Holly Plke,' , - Mt. Holly Springs, PA. 17065 (list street, number and muncipality) Oecendent, then 4 years of age, died 1/31/03 :c~ , a~ _____~arlisle, PA Except as follows, decedent did not marry, was not 9ivorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incOI;,petent: Oecendent at death owned property with estimated values as follows: $ 9/ffYl' ~ (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 reall.?stare in Pennsylvania . $ situated as follows: :f (Jl-1.e4.'~?r / r.-' ~t{ 0 frl.OLL V /lkl":. /it! r tI /J l-L r )'1'11/ tvts /11' -~-~_._~ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (tcstamentary; administration c.I.a.; administration d.b.n.c.La.) theron. z j,ua;~~ g .~ ~2 " ~ o::::~ "":j~ 19432 YOUNGS IFF RD ~:~ S.IERLlN.G.-'JlL20.165 ./~ ~~ -~-~- "'J :;; OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA "I COU NTY OF Cumberland f 88 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 a d truly administer the estate according to law. Sw"," to "' alfumed and <ub"nbed { V:l before me this _~6t~_ day of ()Q' :::s FEBRUAl\L~_ 111_ l::l ... l:: ~ -:-~~. ~ ~ J'?- -1;),tJ-~ ~1J' egister No. ~1-0.3- ,'4 Estate of Norman E. Markley, Jr. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW FEBRUARY 26 2003 :>IIJ_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 2, 2000 described therein be admitted to probate and filed of record as the last will of Norman E. Markley, Jr. , and Letters Testamentary are hereby granted to Dennis R. Markley ~ extra pages FEES 9.00 Frances H. Del Duca #06269 Probate, Letters, Etc. ......... $ 40.00 Short Certificates( ).......... $ 9.00 ATTORNEY (Sup. Ct. l.D. No.) Renunciation ................ $ 5.00 10 W. High St., Carlisle, PA icp $ 10.00 717-249-1.mESS TOTAL _ $ 73.00 Filed..... .~7~.6.-:~99.3.1.':................. Executor came back in at 3:3D PHONE on 2-26-2003 " .'~ Glenda Farner Strasbaugh Register of Wills & One Courthouse Square Clerk of the Orphans' Court Carlisle, Pa. 17013 Marjorie A. Wevodau (717) 240-6345 First Deputy FAX (717) 240-7797 Kirk S. SOhonage, Esquire Solicitor OFFICES OF l\tRis'ttr of Bills' anb ((ltrk of tbt Q&rpbans" ((ourt ((ountp of ((umberlanb .(\ \\~~\ \~\& June 30, 2005 C Or' \ ~ \ J- / \0<:' Mr. Dennis Markely \ (!.;. 1 V\ 19432 Youngs Cliff Road Sterling, VA 20 I 65 IN RE: Estate of Norman E. Markley, Jr., File No. 21-03-0174 Dear Mr. Markely: It has come to my attention as solicitor for the Office ofthe Register of Wills and Clerk ofthe Orphans' Court in and for Cumberland County, Pennsylvania, that the above estate has failed to file a report of the status of administration as required by Pennsylvania Orphans' Court Rule 6.12. Subsection (f) of Rule 6.12 requires that the Register of Wills notify the Court in the event the personal representative or counsel fails to file this notice after (10) days written notice thereof. You have already received written notice ofthis delinquency by the Register. Kindly accept this letter as written notification that unless the required 6.12 Status Report is filed with the Register of Wills Office within ten (10) days of your receipt of this correspondence, I will be compelled to file a Motion for Sanctions for Failure to Comply with Orphans' Court Rule 6.12. If required to do so, I will request that the Court grant counsel fees and court costs to be assessed against the offending party. Sincerely, ~cSl Kirk S. Sohonage Solicitor ccp ~ - Glenda Farner Strasbaugh Register of Wills & One Courthouse Square Clerk of the Orphans' Court Carlisle, Pa. 17013 Marjorie A. Wevodau (717) 240-6345 First Deputy FAX (717) 240-7797 Kirk S. SOhonage, Esquire Solicitor OFFICES OF l\cll'is'tcr of .iUs anb </Clcrk of tbc ll&rpbau,s' </Court (!Countp of (!Cumberlani) "(\ \\~r^\ \~\~ June 30, 2005 C Q(l' \ ~ \ J- / "" , \O'=' Mr_ Dennis Markely \~'1 \\\ 19432 Youngs Cliff Road Sterling, VA 20165 IN RE: Estate of Norman E. Markley, Jr., File No. 21-03-0174 Dear Mr. Markely: It has come to my attention as solicitor for the Office of the Register of Wills and Clerk of the Orphans' Court in and for Cumberland County, Pennsylvania, that the above estate has failed to file a report of the status of administration as required by Pennsylvania Orphans' Court Rule 6.12. Subsection (f) of Rule 6.12 requires that the Register of Wills notif'y the Court in the event the personal representative or counsel fails to file this notice after (10) days written notice thereof. You have already received written notice of this delinquency by the Register. Kindly accept this letter as written notification that unless the required 6.12 Status Report is filed with the Register of Wills Office within ten (10) days of your receipt of this correspondence, I will be compelled to file a Motion for Sanctions for Failure to Comply with Orphans' Court Rule 6.12. If required to do so, I will request that the Court grant counsel fees and court costs to be assessed against the offending party. Sincerely, ~cS, Kirk S. Sohonage Solicitor ccp cA RENUNCIATION ~\-03-111-f I In Re Estate of Norman E. Markley, Jr. deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned son and a named executor of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters - Testamentary \ be issued to Dennis R. Markley WITNESS my hand this :24 i h, day of ~~x 20.03 ~(~~ Christopher P. Markley Pd. (Scv: &6'7 t1l J4GK("o,rJ, ~ (Address) (Signature) (Address) (Signature) (Address) " . . . . . h e iven is correct! co ied from an original certifIcate of death dLlI~ filed with me as 11m IS to .certlfy ;~at t~e. IIlrorm~~lOn e~ll gbe forwarded t: th! Statc Vital Records Office for pcrmanent fillIlg. Local Registrar. e onglIla certl !Cate WI . WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 2L~. ~eu..~~~ Local Registrar p 9041097 FEB 3 2003 Date No. H105. t43 R..... 2/87 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NT STArE FilE NUMttEA NT NAME OF DECEDENT (flfst. Middle. L_) SEX SOCIAL SeCURITY NUMBER DATE OF DEATH ,MCNtl. 0..,. '.." /I( ,. Nonnan E. Markley, Jr. .. Male .. 161 - 34 .. 1/31/2003 AGE llast 81l'thday) VNOER t YEAR UNDER 1 DAY BIRTHPlACE {Cofy and Pl.ACE ~ DeATH ICt-<<.:k Of'fy IY'e ... ~fUC'.ons on ~ 9Cle1 -1 Ooys tioI.n ! hi....,... StalflOl FereognCou-lo'vt HOSPITAl., 58 v... Newville, PA l~t*'C rgJ E~ti.nlO =..,,0 .. 7. ... . COUNTY OF DEATH FACtlfTY NAME (II rI(Jl ,"srof\.lborl. QI\IIIt SlrNt Ind f'lUmbel'l RACE . ArMncan......'" 8&tck. WhiI.. etC. ~\ (-, . ... Cumberland Ie. Carlisle Bora. Carlisle Regional Medical Center White ... DECEDENT'S USUAL OCCllMION KINO OF BuslHessnNouSTRY w..s DECEDENT EVER IN DECEDENT'S EDUCATION SUAYMNQ SPOUSE (~..;;; .:':O~::~:r u.s. AAMEDFORCES? 11l......gro.,.f'NlOMlWnel "..P.P .G. _0 . "lark L~ft Operator ... DECEDENT'S MAfUHG AOORE:SS (Str_ CiIyIlOwn. s... Z~Code) DECEDENT'S n 804 Holly Pike ACTUAl. 17.. &.te ...... RESIDENCE -............. Mt. Holly Springs, PA 17065 onOlherSlde) Cumberland 17d.O ~-=-=0I ,.. 17b. Coun _. FRHER'S NAME {Firs!:. ~.odIe. lastl MOTHER'S NAMe (Fir.. ~1ddIe. MIIden Sur"""1 Nonnan E. Markley, Sr. ... Bernei ta - Mixell INFORMANT"S MAlUNO ADDRESS lSer.... City/Town. &.Ie. Zip Code) ..... 19432 Youn s Cliff Road, Sterlin , VA 20165 PlACE OF DISPOSITION. N....... 01 c.,.......,. CtefMlOty LOCATION. CtyITown, SI.... Z"Jp Code . Of' Othef fit..:. Id. Harrisburg, PA 17109 LICENSE NUMBER ...FD 012633 L DATE PRONOUNCED DEAD (~onlh, Day. ","r) 1- '3/- 0:1.:> lf1!.OlM 8oS,j ~U:.H, , S LJ l!.c:. t-~ V "f~ V E:/ AI Ce:> ?,) ( . , I t!~llJo~1t : IItD tIITJ/.5 !\-s ""II. Atunr I d. , /l'\,YoC~i> IH.. J.N f'1+-Jea7 t>tV WERE AUTOPSY FINDtHG$ MANNER OF DEATH DATE OF INJURY TIME OF INJURY It(JURY IC1 WORK? DESCRIBE HOW INJURY OCCURRED. A\aH.A8lE PRIOR 10 lMonlh, Day, .ar) COMPlEllON OF CAUSE 0'" 0 OF OER'H1 ......... HomCide ....0 HoD -- 0 Pending lfNftbgatlon 0 _0 Ho[3' 0 o PlACE OF INJURY. AI home. fatm~, lac::tcwy. oHIce ... - Coutd not be detennmed buifdlrlg. ete,lSpecllvl -. ... .... CERTFlERIChck on-, ClnltI -ClRTIFYINQ PHYSICIAN (PhySlCtancertJfylng cause d dNth wfIWl "no!_ ClhYSCoiln has ptClOOunced death ar'IO CClmplvted flem 231 T.........o.....,.It~, d..thOCCurnd....IDlhec8UM(...ndm.nne'.. ...ted."....,.",...........,.......,..................... DATE StGNEO C~, 0.,. ",-, .~ClNG AND CERTIFYIHQ PKYStClAN (PhY5lCar'I both pronouncll"l9 oeath and Cerlllyw1g to cause 01 oeartll To the lM.w: Of my Itna"''-dl:Ift. deo.th occurred.t!he __. date, and p1ace..nd due to 1M ca....(.).nd mann.r at .Ialed . , , . . . . .. . ., ",.,....... -UEDtCAl EXAMINER/CORONER ~/-> On the b.ai. o. examination and/or Investlg.tlon,in my opinion, deeth OCcurred at Ihe lime, data, and place..nd d...e to Ihe c......C.) and mann.,..'t.t-.dl...........................................,... ... ..... .............. .... ...... ....., ... .... ...,.. 31.. REGISTRAR'S SIGNATUAE AND NUMB . I~i\ iAJ I 10 I 3 .s.O D3 j?1-03-11'/ ) {"o:;o. . LAST WILL AND TESTAMENT OF NORMAN E. MARKLEY, JR. ~ I, Norman E. Markley, Jr. , of South Middleton Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I bequeath any automobiles or motor vehicles I may own at my death, my personal effects, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to my children, in equal shares, with due regard for their personal preferences as possible. I direct that any of the foregoing articles not selected by my said children shall be sold at public or private sale by my personal representative(s), and I further direct that the net proceeds thereof shall be administered and distributed as a part of the residue of my estate. ITEM III: In the event David G. Newman, of Mt. Holly Springs, Pennsylvania, shall survive me, I devise and bequeath my home situate at 804 Holly Pike, Mt. Holly Springs, Cumberland County, Pennsylvania, together with all policies of insurance on said real estate, to David G. Newman, without liability for waste, for his life so long as he desires to use such premises as a home and pays all costs of maintenance thereof, including taxes, assessments, insurance and ordinary repairs, said property to be insured in a reasonable amount insuring the interests of ~H~/M~~/ (. . the remaindermen as well as himself. Upon the death of David G. Newman or at such prior time as he no longer uses said premises as a home for himself, I direct my personal representatives hereinafter named to sell said real property and distribute the net proceeds thereof to my following named grandchildren, in equal shares: Keith A. Markley, Christopher P. Markley, Jr. , and Heather E. Markley, all of Mt. Jackson, Virginia, Dennis M. Markley and Danielle M. Markley, both of Sterling, Virginia. I direct that David G. Newman shall not be required to give bond as life tenant under this item of my will. ITEM IV: I devise and bequeath the residue of my estate of every nature and wherever situate, including any property over which I shall have any power of appointment, to my sons, Dennis R. Markley, of Sterling, Virginia, and Christopher P. Markley, of Mt. Jackson, Virginia. Should either of the above named persons predecease me, I devise and bequeath his share of my estate to his issue, per stirpes, surviving me, and in default of any such issue, his share of my estate shall be added to the share for the other named person, or his issue. ITEM V: In the event any of my property should pass, either under this Will or otherwise, to a minor, I appoint said minor's father guardian of any such property with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal, as well as income, from time to time for the minor's support, health and medical care, and education ( including college education) without regard to his or her father's ability to provide for such support, health and medical care, and education, or to make payment for these purposes, without further obligation or responsibility to see to the proper expenditure therefor, to the minor or to the minor's father or to any person taking care of the minor. ~ t});?~/ ". ., ITEM VI: All Federal, State and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether passing under this Will or otherwise, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my residuary estate without apportionment or right of reimbursement. ITEM VII: I appoint my said sons, Dennis R. Markley and Christopher P. Markley, Executors of this my last will. ITEM VIII: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ,;J... v... ~ day of February, 2000. ~d<'1o/adf/ [SEAL] The preceding instrument, consisting of this and two (2 ) other typewritten pages, each identified by the signature of the Testator, was on the date thereof, signed, published and declared by Norman E. Markley, Jr. , the Testator therein named, as and for his last Will, in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. . .. . , . COMMONWEALTH OF PENNSYLVANIA : : ss. COUNTY OF CUMBERLAND : We, Norman E. Markley, Jr., William A. Addams and Michael R. Rundle, the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that he has signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~cr~/ T stat /,~~/ ":/ ,~ ~~~ltj~RR Witness Subscribed, sworn to and acknowledged before me by Norman E. Markley, Jr., the Testator, and subscribed and sworn to before me by William A. Addams and Michael R. Rundle, the witnesses, this ~~ day of February, 2000. !~ ) '/'I, O~ . ~ Notary Public I Notarial Seal ~ary M. Price, Notary Public Carlisle Bora, Cumberland County My Comm:sslon Expires Aug. 18,2003 ii, II: II' ~ I! ~ ~ i I i -f-+ . - t p::j l") t ~ ...., - - ~ ~ ~ ..... "' ....:l _ a ~ ~ 3 M .~ 8 - ~ ,...::! ~'ai~i~ :::.::: p::j dd ls:: 0- ~ <e: '" """ ~ ~ ~ ~ ~ 0 ~ ~ b ~ o 0 IJ... _ -f-+ ~ -f-+ . o ~ rJ:l .2 C tn ~ ~ QO '" tn z ~ i ~ ~ <e: u ~ ~ ~ p::j 0 Z i 'i . . . . ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Norman E. Markley, Jr. Date of Death: January 31, 2003 Will No. 00174 of 2003 Admin. No. To the Register: I certify that notice of beneficial interest 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 5/5/03 . . Name Address minor Keith A. Markley, Christopher P. Markley and Heather E. MarkleY'Aqrandchildren of Norman E. Markley, Jr., c/o Christopher Markley, their iather at 5611 Main street, Mt. Jackson, VA, ??R4? Christopher Markley, 5611 Main st., Mt. Jackson, VA 22842 Danielle M. Markle and Dennis M. Markle minor andchildren of Norman E. Markley, Jr., co llll1S . Mar ey, their 'father at 19432 Youngs C iff Rd., ster ing, VA, 20165 Dennis R. Markley, 19432 Younos Cliff Rd., Sterlino, VA 20165 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except _._"~ c!J!2/~ Date: 5/6/03 . ---/ J7~ '"'5ignature Name Frances H. Del Duca, Esq. Address 10 West High st. pupuaquUl~ Carlisle, PA 17013 ) - )P~I:) Telephone ( 7)'J 7 - 2 4 9 - 1 32 3 L L: U\1 L - AVW (0. Capacity: Personal Representative SIHIV\ Ja~s!5eH J/' Counsel for personal 10 ;~;)'4GP80JO~eH representative REV.1500 EX (6'()()) 11- \':>4-4- OFFICIAL USE ONLY COMMONWEALTH OF REV-1500 ~ ~ PENNSL YVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 RESIDENT DECEDENT 21 - 03 0174 HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAl) SOCIAL SECURITY NUMBER Markley, Norman E., Jr. 161-34-3896 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE January 31, 2003 June 9, 1944 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER x 1. Original Return 2. Supplemental Return 3. Remainder Retum lDalBoI_prlorlO 12.13-821 - I-- I-- 4. Limited Estate x 4a. Future Interest Comprise (dalO of dooth ofler 12-12.82) 5. Federal Estate Tax Return Required - I-- L-- 6. Decedent Died Testate (Attach copy of Will) 7. Decedent Maintained a Living Trust (Attoch 0 copy of Trult) 8. Total Number of Safe Deposit Boxes - I-- 10. Spousal Poverty Credit (date ordoathbelw8on 12-31-91 end 1.1.95) D 11. Election to tax under Sec. 9113(A) 9. Litigation Proceeds Received - L..-- (6ttlll,.h Cl;rh n\ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Frances H. DelDuca lOWest High Street FIRM NAME (If Applicable) Carlisle, PA 17013 TELEPHONE NUMBER .....- ~;~. .~ j ~ G OFFICIAL USE ONLY , 1. Real Estate (Schedule A\ (1\ $84".426.00 '....~ ! 2. Stocks and Bonds (Schedule B) (2) B I 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) I ! r-.. ! 4. Mortgages & Notes Receivable (Schedule D) (4) w, ~ ._ i 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) $16,732.85 ~~ I 6. Jointly Owned Property (Schedule F) (6) ~ : i CJ Separate Billing Requested O' I I 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) i (Schedule G or L) ............._...........................................................................l 8. Total Gross Assets (total Lines 1-7) (8) 100,167.86 9. Funeral Expenses & Administrative Costs (Schedule H) (9) $9,797.71 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $17,866.35 11. Total Deductions (total Lines 9 & 10) (11 ) $27,654.06 12. Net Value of Estate (Line 8 minus Line 11\ (12\ $72.603.80 13. Charitable and Governmental Bequests!Sec 9113 Trusts for which an elaction to tax has not been (13) m=-rt~ (~,..n~rlfllp.1\ 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $72,503.80 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) x (15) 16. Amount of Line 14 taxable at lineal rate - 23,660.11 x 4.50 (16) 1,064.71 - 17. Amount of Line 14 taxable at sibling rate x .12 (17) $ 0.00 18. Amount of Line 14 taxable at collateral rate 48,843.69 x .15 (18) 7,326.56 19. Tax Due (19\ 20.~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 8.391.27 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 1 Decedent's Complete Address STREET ADDRESS 804 Holly Pike CITY I STATE IZIP Mt. Holly Springs PA 17065 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1 ) 8,391.27 2. Credits/Pavments A. Spousal Poverty Credit B. Prior Pavments 9.670.00 C. Discount 508.95 10,178.95 Total Credits (A + B + C) (2) 3. Interest/Penaltv if aoolicable D. Interest E. Penalty Totallnterest/Penaltv (0 + E) (3) 4. If linp. ? i~ nrp.;:!tp.r th;:!n linp. 1 + linp. ~ p.ntp.r thp. rliffp.rp.nr.p. Thi~ i~ thp. OVERPAYMENT Check box on Page 1 Line 20 to request a refund (4) 1,787.68 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE (5B) Make Check Payable to: REGISTER OF WILLS, 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; ~ ; b. retain the right to designate who shall use the property transferred or its income; 'V c. retain a revisionary interest; or x- 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 on year of death without receiving adequate consideration? B 8j 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? CJ [=:zJ IF THE ANSVVERTO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND RLE IT AS PART OF THE RETURN. Under penalties of pe~ury, 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. Dectaration of preparer other than the personal representative is based on all the information of which preparer has any knowledge. ONSIBLE FOR FILING RETURN DATE ADD~SS . C ~ /70( f 1 4(3). Yotp~S /zff (2(j 61[teh,,'j I/fJ SIGNATURE~E~T~y~~~ DATE ADDRESSC /0 ; A.J ~ V {~~ (j~ /7//( ~ 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 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. REV.1502EX' (1.97) (I) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL EST ATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Norman E. Markley, Jr. FILE NUMBER 2003-00174 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value Is deflned as the price at which property would be exchanged betwean a willing buyer and a willing sallar, neither being compelled to buy or sail, both having reasonabla knowledge of tha relavant facts. Real property which Is Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Tenant in common - residence at 604 Holly Pike, Mt. Holly Springs, PA, So. Middleton Township 64,425.00 Co-tenant - David Newman Mortgage - Wells Fargo Home Mtg. Inc. P.O. Box 17365, Baltimore, MD, 21297 - $26,196.92 Assessed by County at $166,850 Copy of deed and Cumberland County Assessment attached .. TOTAL (Also enter on line 1, Recaoitulation) 84,425.00 (If more space IS needed, Insert additional sheets of the same size) "T 5()~5~v :: :'; i:; ; .. :: C I!: ;~: :.: C(Hr." ,. or DUD~, i;::~~i.\~i\L:. 'W CaUNTi' - ['.\ ) '............ . 98 SEP Parcel No. 40-30-2646-021 3 API 11 55 DEED tfIL ~ THIS DEED, made this ~S day of ~c/' ffoO I 1998, by and between NORMAN E. MARKLEY, JR., single man. South Mlddl ton Townslup, Cumberland County, Pennsylvania, Grantor. and NORMAN E. MARKLEY, JR. and DAVID G. NEWMAN, South Middleton Township, Cumberland County, Pennsylvania, as tenants in common, Grantees. WITNESSETH, that ill consideration of ONE ($1 .QO) DOLLAR, in hand paid. the receipt whereof is hereby acknowledged, the said Grantor does hereby gmnt and cOllvey to the said Grantees the property herein described 011 Exhibit "A" attached hereto. IN WITNESS WHEREOF, the Grantor has hereunto set his hand and seal the day and year first a ve-wr . ----./ Certificate of Residenc~ I certify that the precise residence of the Grantees herein is as follows: 804 Holly Pike, Mt. Holly Springs. PA 17065. .~ .- /;:- ~y ante ~ .- BOOK 184 r^GEiOi8 ,"."', , .j 'h'.-,. EXHIBIT "Aft ALL that lot of land located in South Middleton Township, Cumberland County, Pennsylvania, located on the East side of the Public Highway leading from Carlisle to Mount Holly Springs , (Penna. Highway Route 34), bounded and described as follows: -; .. .-', 1- BEGINNING at a point in the center line of said highway 6pposite an iron pin at line of lands now or formerly of Pearl S. Fair; thence by said lands of Pearl S. Fair, North 86 degrees 17 minutes East 257.5 feet to an iron pin in line of lands now or fonnerly of Harold Travis; thence by lands of said Harold Travis, South 7 degrees 23 minutes East 13.9 feet to an iron pin at a cherry tree; thence along the sanae, South 18 degrees East 117 feet to a point in the Township Road leading from Penna. Highway Route 34 to Craighead; thence in said road, South 51 degrees West 40.5 feet to a point; thence by lands now or formerly of Edgar Wolf, South 84 degrees 43 minutes West 262.2 feet, more or less, at a point in the center of said highway; thence along the center of said highway, North 3;" degrees West 157 feet to the Place of Beginning. . . . According to measurements made by T.O. Bietsch, Registered Surveyor in 1958 and 1959. The above lot of land has a frame dwelling hOllse erected thereon, known and numbered as 804 "~r', , L' I-lolly Pike, Mt. Holly Springs. .' .: ,:'" ~ BEING THE SAME PREMISES which David G. Newman, et ai, by their deed dated December "',,,', , 14, 1989 and recorded in the Recorder of Deeds Office of Cumberland County in Deed Book 1- 34, Page 761, granted and conveyed unto Norman E, Markley, Jr., Grantor herein. UNDER AND SUBJECT to building, zoning, deed and plan restrictions, right of the public and others in the roads, streets and alleyways adjoining the described premises and easements of :',,)'-,,'" record and apparent. ALSO UNDER AND SUBJECT to mortgage granted to CoreStates Bank, N.A., by Norman E. Markley, Jr. having a current balance of$35,694,75, .:;199f!l8 :orOB~ Iii f.;.j ~ ~~:I 1,-1 :=1 y. .n lin). Q.' .... ID ~ ==1111 gJ g:I OJ ..... (, .... -~ ~.: ....~........:.tl, :x I I :,...;:-. ;P' !l .- ._....:.e is :po F!i i=!l ,.." <<<:: ~':. .- J.~~~i~~e;~~ ...." ... <fi .... "''' ," ! g~ i ~~J ;1 ii" 0 :n- ,.., !;' ~.. : .....::!.1 --r;:; !'-: """ lEI q~ tA : S (.n <Eo ..0 ,.. ~ -, . 'n :. [1' ... . - ::::t .-~. ",":1:1 '..0 -!1 :;s,: ..~ ;;g !i:> I::;~ ',,~'" .~ '-', ;:';'~ ,.~ .... .0 c...l I'" .., a 51. \: t::J ifoOK 184 fAGF.iOt9 ~...,......,. .- ~ ~..czo..l:'- ",.:Jr-,,).-'=" t..... -...- Ea~........:=~~lJ N .:~ tII" e,.. ~ ~ :s g ~ <:> b Co i.n l.n ':-! N' c,..rCA O'o.Q 0 .0 ~~ , ',' COMMONWEALTH U1' I:'hNN;:' I L V /'"\mn. : S8. COUNTY OF DD.Uf\'\ln : On this, the 15""' day of ~ ' \998, before me, the undersigned officer, personally appeared Norman E. M ley, Jr., known to me (or satlsfactonly proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. , ~ ~" ~ ~~ '"'"" ,- j/I CJ( I :' ~.\,~~~'~~~;t".., " i;\jTiI",.', .' Notary Public ,.~t!jj~~'1~.,.lI~~~llW.'.~.~ ~~~~~ ~~,.,..,.:::,w . "'l:"':\~1.':;:.;.4. " ,.lj'~;""Ji~4i My Commission Expires' I,~;.:..'~~.;..t.;:~ltr:~~~f.~. . ,I . "-:I.'f.l~!;;.':~-l.";' .' I' NOTARI^,-S l . HOLLY S, KIRK, NollIIY Public HarrisbUrg. ,lauphln Count\' My Commlsslun F.lllllres Feb. 15, 1999 --.---...-- COMMONWEALTH OF PENNSYL V ANrA : S8. '~ COUNTY OF CUMBERLAND " ,/ . RECORDED in the Office for Recording of Deeds, etc., in and for the said County, in Deed Book ,<lY, Page I eft .; WITNESS my hand and nfficial seal U,is ~ dny nr e~ ,1998. - ~~ ~li~ Recorder of I5e - <# , . .J"! ,.!. r. ~, . .r.'~;~\"~' ,!,tlt~~..,: '!1I;;f".,~"~i :rotr,,". '-: ,.....t: '/'''.' II., .:' . ';'~i:~'. ~1~~}~7,~';;~\j.'1".!i no'(iK 1"'4 r,m1020 . ~""1:"\J' ....1,.... r"'''' ~J U ~~,.,,:;;".u;'~M.'l:r'.....I"', r',.-...:',~, _'l>j':in;;b';~I;~'" ...~t,",,"f"'" I' :. ;'-:<j,(~ "....tMiJJLA.'f;~~:;;rO,t ~I~ -'!. ,~I'..~,~rlt',,~r7i~-". "'.It~.\\... "J:;,lIAfl'l:-'i'1\~'~1"'~';"lj..,." . ,'.. '.. ..' .......,.I',1.{f.ti'.hl .. \~ ~J~~i;:.~ ,.l't'} .~..'H"., ':'.' .. 1(;".O;f ..-=,~f~J /'(f!,.-' ;. "';~f!.''''''' '.'. ~ . ,.rI - ;.., \ ~.. ' "- Facetwin Screen print for public, from "CAMA-Login" 2/10/03 3:48:06 PM CUMBERLAND COUNTY ASSESSMENT OFFICE CONTROL # 40005198 DISTRICT: 40 - SOUTH MIDDLETON TWP SD: 8 PARCEL: 40-30-2646-021. I SPEC ID: LOT: Tback: Short Name: MARKLEY, NORMAN E JR 1 I PROPERTY TYPE: R I LAST NAME : MARKLEY : JR FIRST NAME : NORMAN E C/O NAME : & DAVID G NEWMAN SALES ADDRESS1 : 804 HOLLY PIKE DEED BK/PG.....00184-01018 ADDRESS2 : DATE OF SALE...09/03/1998 POST OFFICE: MT HOLLY SPRINGS SELLING PRICE: 85612 STATE & ZIP: PA 17065 Situs: 804 HOLLY PIKE J CURRENT VALUES prop Descr; p. : Assessed Fa;r Market LAND USE TYPE: 101 I FMV - 168850 L - 20600 NEIGHBORHOOD: 40 C&G - B - 148250 DEEDED ACRES: .86 approved? -> T - 168850 Screen 1 Enter Selection> Record: 73901 Number -switch Screens, X -Ex;t, J -Jump Mode, F -Forms, I -Image Down Arrow -Next Entry, Up Arrow -Previous Entry, ? -Screens, B -Browse STATUS REPORT UNDER RULE 6.12 Name of Decedent: lJo__ m /4)''> IJlcl t? J<::. j" j' Date of Death: 0/-11 _ 0 .) ~\e.. _ cJ 1- 0] -0/ 7'-1 WilTNo.: -1iJ. OJ.:.'.J)/7~'4. M"ldH. Nv.. 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 ~ No fJ .' ,0 , 2. If the answer is No, state when the personal representative reasonably believes that the administration \\rill be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No 0 b. The separate Orphans' Court No. (if any) for the personal representative's accountis:______ c. Did the personal representative state an account informally to the parties in interest? Yes LJ No JSl " c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the ClerIc of the Orphans' Court and may be attached to this report. - IGlfrr~J; Date:~os -OS Signature ])f.NIVJ~ (( fYll\.L k I LvI Name I H<131 YO""")! C/z r-r.; p..,J S!u..ftVj rJ ;110i 65 Address . 70J - Y5o- H H Telephone No. Capacity: 0 Personal Representative o Counsel for personal representative cA REV.1508 E:l:+ (1.87X1) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF Norman E. Markley, Jr. FILE NUMBER 2003-00174 Indude the proceeds of Htigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be dlscloeed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M & T Bank Acct. No. 793248 - 3,221.23 wIno accrued interest 3,221.25 Acct. No. 15004200946696 - 627.06/accrued interest of .06 627.12 Acct. No. 25004920100605 - 160.10 w/accrued interest of .04 160.14 2. 2000 Toyota Avalon 11,724.34 . TOTAL (Also enter on line 5, Recapitulation) $15,732.85 (If more space IS needed, insert additional sheets of the same size) . REV-1511 EX + (1-97)(1) SCHEDULE H COMMONWEAlTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF Norman E. Markley, Jr. FILE NUMBER 2003-00174 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home 4,465.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney Fees FRANCES H. DEL DUCA 4,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees 73.00 5. Accountant's Fees Stott Associates 200.00 6. Tax Return Preparer's Fees 7. Holy Spirit 98.70 Dennis R. Markley - travel Jan. 31-Feb. 1 400 miles Feb.4-5 400 Feb. 24-26 400 @ 35.5 426.00 Boyer & Ritter - pro rata computation 75.00 Sentinel - legal ad 85.01 Cumberland Law Journal 75.00 Reserve 300.00 TOTAL (Also enter on line 9, Recapitulation) $9,797.71 (If more space is needed, insert additional sheets of the same size) REV.1S12 EJ(-+ (1.97Xl) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF Norman E. Markley, Jr. FILE NUMBER 2003-00174 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. M & T Bank Bankcard Services 3,756.89 P.O. Box 15019, Wilmington, DE 19886-5019 As of 3/3/03 2. Mortgage - Wells Fargo Home Mortgage, Inc., P.O. Box 17385, Baltimore, MD 21297 Loan #4183413 - 28,198.92 - 2 14,099.46 Monthly mortgage statement attached . TOTAL (Also enter on line 10, Recapitulation) $17,856.35 (If more spaca tS needed, insert additional sheets of the same size) Monthly Mortgage Statement 01/03/03 II. Wells Fargo Home Mortgage, Inc. Customer Service Correspondence X2501-01 T Online Loan Number 1 Home Campus yourwel1sfargomortgage.com 4183413 Des Moines IA 50328-0001 Phone Regular mail pa''ntents (800) 262-5294 P.O. Box 17385 Fax Baltimore, MD 21297 (515) 237-7070 TIY DeaflHard of Hearing Overnight mail payments (800) 934-9998 666 Walnut Street $BWNDXCT P Suite 400 ~6880004183413016# 024454 Des Moines, IA 50309 ProPerlJl address NORMAN E MARKLEY 804 HOLLY PIKE DAVID G NEWMAN MTHOLLYSPG PA 17065 804 HOLLY PIKE Principal balance as 0{01l03/03 Important Messages MDUNT HOLLY SPRINGS PA 17065-1909 111111111111111111111 t 1.11111111.111111111.11111111111.1 11.1.1 $28,198,92 TRACK INTEREST RATE Contact Customer Service TRENDS AT HOME for your payoff balance. Keel!. traek of mof'tJr~ ",te trends eM.1y by signing "p r YO"" FREE Interest rate s.wscription to the ellS Fargo M~age Rille Monitor"" Mem. YaYf)1ent (Pr~iPal, Interest~sfJowl SQ:l1 ,9.7..__ ._____. _...9.25O.!o Go to www.HomeB"lletins.com - - - ana s'gn lip tfiafIY! -- Optional Product(s) $ .00 Interest paid - year-to-date $218.59 Current Monthly Payment $831.97 Taxes paid - year-to-date THE NEXT STAGE IN Overdue Payment(s) $ .00 $.00 SMART HOME MAINTENANCE Make security your New Year's Unpaid Late Chargers) $ .00 Escrow balance resolution. Janu~ is National Crime: SfDJpers . onth. Here are Other Charges $ .00 $160.23 some: qui and simple w1.s to . boost the security in your ome. Total Payment Due 02/01/03 $631.97 1. Trim foliage away from Activity Since Your Last Statement entrances. 2. Keep entrances well lit. Date Description Total Principal Interest Escrow Late charge Other 3. Insfall peepholes, and use them. 01103 PAYMENT $586.81 $158.39 $218.59 $209.83 4. Purchase and install dead ....................................................................................................... bolt locks. Interest Paid in the amount 0($2,714.97 and Taxes Paid in the amou,tt of $2,113.35 5. Be sure hinge pins on will be reported to the Internal Revenue Se7Vice (or Tax Year 2002. exterior doors are on the inside. 6. Consider a security system. ~~5 \95'D (Keep upper portion tor your records.) 0745SMBMK 074SSMBMKl .~._-_.._.._...._.._...._......R....__............:__:_~:_.:_.._...:..:. -- ---.:----- ---...... --..... - --- --.-.. -- ---.... - - - - .. - --..... - - -. _ -. _ _ _ _ __ _ _ _. _ _. . . _. _. _... _. _" _...._ ___ _ _ _ _______...._...... ........____.......... ..........._.._ __.. .............. _...a. ____._ _____.. "__ ....__._ ___ .~~____ REV-1513"EX + (9-00)) ,. SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Norman E. Markley, Jr. FILE NUMBER 2003-00174 RELATIONSHIP TO DECEDENT ,6MUlfQR NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) SHPR: N=I=!'ITATF TAXABLE DISTRIBUTIONS [include outright spousal distributions, and I transfers under Sec. 9116 (a) (1.2)] 1. Dennis R. Markley Son Yz personal 19432 Youngs Cliff Rd. Yz residue Sterting, VA 20165 2. Christopher P. Markley son Yz personal 5622 Main St., P.O. Box 557 Yz residue Mt.Jackson, VA 22842 3. David G. Newman Friend Life interest 804 Holly Pike in Yz of house Mt. Holly Springs, PA 17065 4. Keith A. Markley Grandchild Grandchild- Christopher P. Markley, Jr. Grandchild ren have re- Heather E. Markley Grandchild mainder cia Christopher P. Markley interest in Yz of residence Dennis M. Markley Grandchild Danielle M. Markley Grandchild cia Dennis R. Markley ENTER DOlLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, N3 APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space Is needed, insert additional sheets of the same size) $ 0.00 REV-151.4E)*+ (1.97) (I) SCHEDULE K COMMONWEALTH OF PENNSYLVANtA LIFE ESTATE, ANNUITY INHERITANCE TAX RETURN & TERM CERTAIN RESIDENT DECEDENT (Check Box 4 on Rev-1500 Cover Sheet) ESTATE OF Norman E. Markley FILE NUMBER 2003-00174 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5 -1-89. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. o Will o Intervivos Deed of Trust D Other LIFE ESTATE INTEREST CALCULATION NAME(S) OF NEAREST AGE AT TERM OF YEARS LIFE ESTATE LIFE TENANT(S) DATE OF BIRTH DATE OF DEAn; IS PAYABLE David Newman 6/12/58 44 x Life or Term of Years Life or Term of Years Life or Term of Years Life or Term of Years 1. Value of fund from which life estate is payable 84,425.00 2. Actuarial factor per appropriate table .71975 Interest table rate- 031/2% 06% D 1 0% 0 Variable Rate 4.20 3. Value of life estate (Line 1 multiplied by Line 2) 60,764.90 ANNUITY INTEREST CALCULATION NAME(S) OF f\.EAREST N2E.AT TERM OF YEARS ANNUITANT(S) DATE OF BIRTH DATE OF DEAlH ANNUITY IS PAYABLE Life or Term of Years Life or Term of Years Life or Term of Years Life or Term of Years 1. Value of fund from which annuity is payable 2. Check appropriate block below and enter corresponding (number) F"""""""dpajOUl- B Weekly (52) B Bi-W_y(26) B Monthly (12) DQuarter'y (4) Semi-annually (2) Annually (1) Other ( ) 3. Amount of payment per period 4. Aggregate annual payment, Line 2 multiplied by Line 3 5. Annuity Factor (see instructions) Interest table rate- D 3 1/2% D 6% D 10% D Variable Rate 6. Adjustment Factor (see instructions) 7. Value of annuity - If using 3 2%,6%,10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 If using variable rate and period payout is at beginning of period calculation is: (Line 4 x Line 5 x Line 6) + Line 3 NOTE: The values of the funds which create the above future interests must be reported as part of the estate ~6t,h~~~g1h7 ~ of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax ~~:~no~i;~:~~~I~~, (If more space is needed, insert additional sheets of the same size) . REV.1'l147 EX + (9'()()) SCHEDULE M FUTURE INTEREST COMMONWEALTH OF PENNSYLVANIA COMPROMISE INHERITANCE TAX RETURN RESIDENT DECEDENT (Check Box 4a on Rev-1500 Cover Sheet) ESTATE OF Norman E. Markley, Jr. FILE NUMBER 2003-00174 This schedule is appropriate only for estates of decedents dying after December 12,1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax retum. o Will 0 Trust 0 Other I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH N~B1~Y 1. Keith A. Markley Grandchild 6116/87 16 2. Christopher P. Markley, Jr. Grandchild 6110191 12 3. Heather E. Markley Grandchild 415193 10 4. Dennis M. Markley Grandchild 1216189 14 5. Danielle M. Markley Grandchild 12/6/89 14 II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. Unlimited riQht of withdrawal Limited riQht of withdrawal III. explanation of Compromise Offer: The real estate was jointly owned. The value at date of death is 168,850, The Decedent devised his Y:z interest as follows: A life interest to his co-tenant A remainder interest to his grandchildren IV. Summary of Compromise Offer: 84,425.00 x .28025 1. Amount of Future Interest 23,660.11 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) 0 3. Value of Line 1 passing to spouse at appropriate tax rate Check One D 6%, 03%. 00% 4.5 23,660.11 (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 Taxable at lineal interest Check One 06%, 04.5% (also include as part of total shown on Line 16 of Cover Sheet) 5. Value of Line 1 Taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) 6. Value of Line 1taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) (If . . 23,660.11 more space IS needed, Insert additional sheets of the same size . . COMMONWEALTH OF PENNSYLVANIA '*' BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION . DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURe., PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV.1&47 EX (12-17} PC DATE 9-17-2003 ESTATE OF Norman E. Markley, Jr. DATE OF DEATH 1-31-2003 FILE NO. 2103-0174 COUNTY Cumberland Frances H. Del Duca Esq. 't,:':.; .J' - , "ACN 101 Law Office 10 West High Street I Amount Remitted I Carlisle Pa 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 CUT ALONG THIS LINE c> RETAIN LOWER PORTION FOR YOUR RECORDS {:I - -REV:154i E>n06-9ifpc - - - - - -- - - - - - - -Notic-e -6-F -IN~ieRIT A-NCE-TA;{ Ap.PRAis-EMENt:. AI:ijjwANce- OFf - - -- - - - -. - - -- - - - - - - - - - - - - - -. - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF Nonnan E. Markley, Jr. FILE NO. 2103-0174 ACN 101 DATE 9-17-2003 TAX RETURN WAS: ( 0 ) ACCEPTED AS FILED ( [81) CHANGED see attached RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1 ) 84,425.00 NOTE: To Insure proper 2. Stocks and Bonds (Schedule B) (2) 0.00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 submit the upper portion 4. MortQaQes/Notes Receivable (Schedule D) (4) 0.00 of this form with your 5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E) (5) 15.732.85 tax payment. 6. Jointly Owned Property (Schedule F) (6) 0.00 7. Transfers (Schedule G) (7) 0.00 8. Total Assets (8) 100,157.85 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H) (9) 9,797.71 10. Debts/MortQaQe Liabilities/Liens (Schedule I) (10) 17.856.35 11. Total Deductions (11 ) 27,654.06 12. Net Value of Tax Return (12) 72.503.79 13. Charitable/Governmental BeQuests: Non-elected 9113 Trusts (Schedule J) (13) 0.00 14. Net Value of Estate Subiect to Tax (14) 72,503.79 NOTE: If an assessment was Issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures that Include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) X.OO 16. Amount of Line 14 taxable at Lineal/Class A rate (16) X .045 17. Amount of Line 14 taxable at SiblinQ rate (17) X .12 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 48,843.69 X .15 7,326.55 19. Principal Tax Due (19) 7.326.55 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 4-9-2003 CD002407 366.33(+) 6,960.22 TOTAL TAX CREDIT 7,326.55 BALANCE OF TAX DUE 0.00 INTEREST 0.00 TOTAL DUE 0.00 * IF PAID AFTER DATE INDICATED. SEE REVERSE (IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOElM FOR INSTRUCTIONS.) . , " /.. . . RESERVATION: 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 (collateral) 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. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. Make check or money order payable to: REGISTER OF WillS, AGENT. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Retum, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax (REV-1313). Applications are available at the Office of the Register of Wills or any of the 23 Revenue District Offices, or by calling the special 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Hanisburg area (717) 787-8094, TDD# (717) 772-2252 (Hearing Impaired Only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: -written proteslto the PA Department of Revenue Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR -election to have the matter determined at audit of the account of the personal representative OR -appeal to the Orphans' Court. ADMINISTRATIVE CORRECTIONS: 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 Hanisburg, PA 17128-0601 Phone (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedenf' (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death a five percent (5%) discount of the tax paid is allowed. PENALTY: 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 same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. 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 (6%) percent per annum calculated at a daily rate of .000164. 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 2001 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 -Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAilY 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 shown on the Notice, additional interest must be calculated. REV-1470 EX (8-88) '* INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDMDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME Norman E. Markley, Jr. FILE NUMBER 2103-0174 REVIEWED BY ACN Harry A. Herr 101 SCHEDULE ITEM EXPLANATION OF CHANGES NO. The tax due on all current interests is reflected on the attached Inheritance Tax Assessment. The tax due on all future interest uncertainties is covered on the attached compromise tax assessment,(ACN 102). ROW Page 1 . . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 "-., Telephone 9-17-2003 1.,- 717783-6070 Frances H. Del Duca Esq, Law Office 10 West High Street Carlisle, Pa 17013 Re: Estate of Norman E. Markley, Jr. File Number 2103-0174 Date of Death: 1-31-2003 Dear Ms. Del Duca: Enclosed is a "Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax," (REV-1547 EX), ACN 101 establishing the tax applicable to all present interests in the above estate. Also enclosed is a "Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax," (REV-1547 EX), ACN 102 establishing the tax applicable to future interests where the rate of tax is uncertain. Based on the provisions of the above decedent's Will, Deed of Trust and the information reported on Schedule M by the estate representative, the Department concurs with the estate representative's compromise proposal, and the tax on the future interests have been assessed as shown on the ACN 102 assessment notice. All existing inheritance and/or estate tax payments have been appropriately applied. Any changes which become necessary as a result of a protest decision or an order of court will be reflected in adjustments to both ACN 101 and ACN 102, Please contact me at the telephone number above if you have any questions. Sincerely, ~& HMv Ha~r Trust Valuation Specialist Inheritance Tax Division Enclosure . COMMONWEALTH OF PENNSYLVANIA '* BURI:AU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV.1&47 EX (12-17) PC DATE 9-17-2003 ESTATE OF Norman E. Markley, Jr. DATE OF DEATH 1-31.2003 FILE NO. 2103-0174 ,C9ijt<lTY Cumberland Frances H. Del Duca Esq. 'U., J' -) ACN 102 Law Office 10 West High Street I Amount Remitted I Carlisle Pa 17013 \ ,t MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 CUT ALONG THIS LINE Q RETAIN LOWER PORTION FOR YOUR RECORDS <:J . -RE\Di547 EX (Olf-97fpC - - - - - -- - - - - - --NoficlrciF -INj:fERIT ANClrtAj(AFiPR-AiS-EMENt~ - ALL.OWANCF{ OR - - - - - - - - --- - - - - - - - - - - - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF Norman E. Markley, Jr. FILE NO. 2103-0174 ACN 102 DATE 9-17-2003 TAX RETURN WAS: ( 0 ) ACCEPTED AS FILED ( 0 ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1 ) 0.00 NOTE: To Insure proper 2. Stocks and Bonds (Schedule B) (2) 0.00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 submit the upper portion 4. MortQaQes/Notes Receivable (Schedule D) (4) 0.00 of this fonn with your 5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E) (5) 0.00 tax payment 6. Jointly Owned Property (Schedule F) (6) 0.00 7. Transfers (Schedule G) (7) 23,660.11 8. Total Assets (8) 23,660.11 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 0.00 10. Debts/MortQaQe Liabilities/Liens (Schedule I) (10) 0.00 11. Total Deductions (11 ) 0.00 12. Net Value of Tax Return (12) 23,660.11 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00 14. Net Value of Estate Subiect to Tax (14) 23,660.11 NOTE: If an assessment was issued previously, lines 14,15 and/or 16,17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) X.OO 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 23,660.11 X.045 1,064.70 17. Amount of line 14 taxable at SiblinQ rate (17) X .12 18. Amount of line 14 taxable at Collateral/Class B rate (18) X .15 19. Principal Tax Due (19) 1,064.70 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID H 4-9-2003 CD002407 53.24(+) 2,709.78 TOTAL TAX CREDIT 2,763.02 BALANCE OF TAX DUE 1,698.32 CR INTEREST TOTAL DUE * IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DOE IS LESS THAN $1, NO PAYMENT IS REQUIRED, FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DOE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DOE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) . , RESERVATION: 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 (collateral) 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. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Retum, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax (REV-1313). Applications are available at the Office of the Register of Wills or any of the 23 Revenue District Offices, or by calling the special 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (717) 787-8094, TDD# (717) 772-2252 (Hearing Impaired Only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: -written protestto the PA Department of Revenue Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR -election to have the matter determined at audit of the account of the personal representative OR -appeal to the Orphans' Court. ADMINISTRATIVE CORRECTIONS: 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 3 of the booklet "Instructions for Inheritance Tax Retum for a Resident Decedenf' (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death a five percent (5%) discount of the tax paid is allowed. PENALTY: 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 same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. 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 (6%) percent per annum calculated at a daily rate of .000164. 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 2001 are: Interest Daily Interest Daily Interest Daily Year ---B!!L Factor Year ---B!!L Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 -Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY 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 shown on the Notice, additional interest must be calculated. /?- /,;27"-:/ COMMONWEALTH OF PENNSYLVANIA _ BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ~~:~iS~~~~OI PA 171Z8-0601 INHERITANCE TAX , STATEMENT OF ACCOUNT REY-1607 EX AFP 101-051 DATE 09-15-2003 ESTATE OF MARKLEY JR NORMAN E DATE OF DEATH 01-31-2003 . \ .-'1 _ -, '''c,uFILE NUMBER 21 03-0174 LI._' U,..; I ,- "". . 'COUNTY CUMBERLAND FRANCES H DELDUCA ACN 102 10 W HIGH ST '. . I Allount Rellitted I CARLISLE PA 170~i MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i6'ifj-E3f-AFP--foY:03Y------...-fNHER'ir-ANcE--fAx-si'jrfEME-tif-ifF'-AcrcoLitif--...--------------------- ESTATE OF MARKLEY JR NORMAN E FILE NO.21 03-0174 ACN 102 DATE 09-15-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-08-2003 P R I NCI PAL TAX DUE: ......................................................................................_................................................................................................................................... I, 064 . 70 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 04-09-2003 CD002407 53.24 2,709.78 TOTAL TAX CREDIT 2,763.02 BALANCE OF TAX DUE 1,698.32CR INTEREST AND PEN. .00 iii IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1,698. 32CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J PAYMENT: Detach the top portion of this Notice and submit with your payment .ade payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT .ake check or money order payable to: C0l1110NWEAL TH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices or from the Department.s Z4-hour answering service for forms ordering: l-800-36Z-Z050; services for taxpayers with special hearing and I or speaking needs: l-800-447-30Z0 (TT 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 Review Unit, Dept. Z8060l, Harrisburg, PA l7lZ8-060l, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent.s death, a five percent (5X) discount of the tax paid is allowed. PENALTY: The l5X tax a.nesty 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. 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 pay.ent. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6X) percent per annu. calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z 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 198Z through Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor - - - - - - - - - 198Z ZOX .000548 1987 9X .000Z47 1999 ]X .00019Z 1983 l6X .000438 1988-1991 llX .000301 ZOOO 8X .000Z19 1984 llX .000301 199Z 9X .000Z47 ZOOl 9X .000Z47 1985 l3X .000356 1993-1994 ]X .00019Z ZOOZ 6X .000164 1986 lOX .000Z74 1995-1998 9X .000Z47 Z003 5X .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY 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 shown on the Notice, additional interest .ust be calculated. /?-/.;2~- oj/' COMMONWEALTH OF PENNSYLVANIA '* BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISIDN DEPT. Z80601 INHERITANCE TAX HARRISBURG, PA 171Z8-0601 STATEMENT OF ACCOUNT REY-16D7 EX AFP '01-051 DATE 09-15-2003 ESTATE OF MARKLEY JR NORMAN E DATE OF DEATH 01-31-2003 FILE NUMBER 21 03-0174 'U.5 '.j.}: -? ::(i COUNTY CUMBERLAND FRANCES H DELDUCA ACN 101 10 W HIGH ST. I ....... _mod I CARLISLE PA 1~~~3 . ,. ~ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifEv=i6'ifj-Ex--AFP--('oY:03Y------...--fNirERITANc'E--fAX--sTA-fEM'E-Nf-cfF'-Ac-coi:itif--.-..------------------ --- ESTATE OF MARKLEY JR NORMAN E FILE NO.21 03-0174 ACN 101 DATE 09-15-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-08-2003 PR I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 7 ,326 . 55 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 04-09-2003 CD002407 366.33 6,960.22 TOTAL TAX CREDIT 7,326.55 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAVMENT: 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 Meke check or Money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT Make check or Money order payable to: COHHONWEALTH OF PENNSYLVANIA. REFUND (CR): 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-1313). Applications are available at the Office of the Register of WillS, any of the 23 Revenue District Offices or frOM the DepartMent's 24-hour answering service for forMS ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). REPLV TO: Questions regarding errors contained on this notice should be 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 (3) calendar Months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENAL TV: 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. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) Months and one (I) day from the date of death, to the date of paYMent. TaKes which became delinquent before January I, 1982 bear interest at the rate of six (6%) percent per annUM calculated at a daily rate of .000164. All taxes which becaMe delinquent on and after January I, 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 2003 are: Interest Daily Interest Daily Interest Daily Vear Rate Factor Vear Rate Factor Vear Rate Factor - - - - - - - - - 1982 20% .000548 1987 9% .000247 1999 n .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 n .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY 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 shown on the Notice, additional interest MUSt be calculated. \ COMMONWEALTH OF PENNSYLVANIA *' BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REY-16U7 EX AFP [01-05) DATE 11-10-2003 ESTATE OF MARKLEY JR NORMAN E DATE OF DEATH 01-31-2003 _. FI~:E NUMBER 21 03-0174 COUNTY CUMBERLAND FRANCES H DELDUCA ACN 102 10 W HIGH ST I Allount Rellitted I CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i6"ifj-ix--AFP--foY=oiY------...--fNHERiYANCE--fAX--STA-fEME-tif-'(fF'-A"ifcouiff--.-..--------------------- ESTATE OF MARKLEY JR NORMAN E FILE NO. 21 03-0174 ACN 102 DATE 11-10-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-08-2003 P R I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 1.064.70 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-09-2003 CD002407 53.24 2.709.78 10-21-2003 REFUND .00 1.698.32- TOTAL TAX CREDIT 1.064.70 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 1lI IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYMENT: Datach tha top portion of this Notica and submit with your paymant mada payabla to tha nama and addrass printad on tha ravarsa sida. -- If RESIDENT DECEDENT maka chack or monay ordar payabla to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT maka chack or monay ordar payabla to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A rafund of a tax cradit, which was not raquastad on tha Tax Raturn, may ba raquastad by complating an nApplication for Rafund of Pannsylvania Inharitanca and Estata Taxn (REV-1313). Applications ara availabla at tha Offica of tha Ragistar of Wills, any of tha 23 Ravanua District Officas or from tha Dapartmant's 24-hour answaring sarvica for forms ordaring: 1-800-362-2050; sarvicas for taxpayars with spacial haaring and I or spaaking naads: 1-800-447-3020 (TT only). REPLY TO: Quast ions ragarding arrors containad on this notica should ba addrassad to: PA Dapartmant of Ravanua, Buraau of Individual Taxas, ATTN: Post Assassmant Raviaw Unit, Dapt. 280601, Harrisburg, PA 17128-0601, phona (717) 787-6505. DISCOUNT: If any tax dua is paid within thraa (3) calandar months aftar tha dacadant's daath, a fiva parcant (51.) discount of tha tax paid is allowad. PENALTY: Tha 151. tax amnasty non-participation panalty is computad on tha total of tha tax and intarast assassad, and not paid bafora January 18, 1996, tha first day aftar tha and of tha tax amnasty pariod. INTEREST: Intarast is chargad bag inning with first day of dalinquancy, or nina (9) months and ona (1) day from tha data of daath, to tha data of paymant. Taxas which bacama dalinquant bafora January 1, 1982 baar intarast at tha rata of six (61.) parcant par annum calculatad at a daily rata of .000164. All taxas which bacama dalinquant on and aftar January 1, 1982 will baar intarast at a rata which will vary from calandar yaar to calandar yaar with that rata announcad by tha PA Dapartmant of Ravanua. Tha applicabla intarast ratas for 1982 through 2003 ara: Intarast Daily Intarast Daily Intarast Daily Yaar Rata Factor Yaar Rata Factor Yaar Rata Factor - - - - - - - - - 1982 201. .000548 1987 91. .000247 1999 77- .000192 1983 161. .000438 1988-1991 111. .000301 2000 81. .000219 1984 111. .000301 1992 91. .000247 2001 91. .000247 1985 131. .000356 1993-1994 77- .000192 200Z 61. .000164 1986 lOX .000274 1995-1998 91. .000247 2003 51. .000137 --Intarast is calculatad as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notica issuad aftar tha tax baco.as dalinquant will raflact an intarast calculation to fiftaan (15) days bayond tha data of tha assassmant. If paymant is mada aftar tha intarast computation data shown on tha Notica, additional intarast must ba calculatad. , ,- :: IN THE COURT OF COMMON PLEAS OF NORMAN E. MARKLEY, JR. :: CUMBERLAND COUNTY, PENNSYLVANIA :: ORPHANS COURT DIVISION I :: NO. 21 03 0174 DECREE AWARDING REAL ESTATE AND NOW, this \ s/ttay of .J V) LJ ~ 7 20111.-( J,-'" , 2tm, at 1: '1S 0' clock .M., the first and final account of DENNIS R. MARKLEY, Executor fthe estate of NORMAN E. MARKLEY, JR., late of South Middleton Township, Cumberland County, . Pennsylvania, together with statement of proposed distribution thereon, having been confirmed by the Court on ,2003, and distribution ordered: IT IS THEREFORE ORDERED AND DECREED, that in accordance with the said fiml.l account and statement of proposed distribution as confirmed by the court, the distribution of a life interest in one-half of the real estate to DAVID G. NEWMAN, who holds title to the other one-half by virtue of a deed dated August 25, 1998, and recorded in Deed Book 184, Page 1018, and the remainder interest in the one-half of the real estate to the grandchildren of decedent NORMAN E. MARKLEY, JR., is hereby confirmed as follows: Life interest in one-half (1/2) of residence to DAVID G. NEWMAN. Remainder interest in one half (1/2) of residence to: Minor children of Christopher P. Markley: Keith A. Markley, date of birth 6/16/87 Christopher P. Markley, Jr., date of birth 6/10/91 Heather E. Markley, date of birth 4/5/93 c/o Christopher P. Markley 5622 Main Street, Box 557, Mt. Jackson, VA 22842 Minor children of Dennis R. Markley: Dennis M. Markley, date of birth 12/6/89 Danielle M. Markley, date of birth 12/6/89 c/o Dennis R. Markley 19432 Young Cliff Road, Sterling, V A 20165 . .- . . ALL that lot of land located in South Middleton Township, Cumberland County, Pennsylvania, located on the East side of the Public Highway leading from Carlisle to Mount Holly Springs (Penna. Highway Route 34), bounded and described as follows: BEGINNING at a point in the center line of said highway opposite an iron pin at the line of lands now or formerly of Pearl S. Fair; thence by said lands of Pearl S. Fair, North 86 degrees 17 minutes East 257.5 feet to an iron pin in line of lands now or formerly of Harold Travis; thence by lands of said Harold Trayis, South 7 degrees 23 minutes East 13.9 feet to an iron pin at a cherry tree; thence along the same, South 18 degrees East 117 feet to a point in the Township Road leading from Penna. Highway Route 34 to Craighead; thence in said road, South 51 degrees West 40.5 feet to a point; thence by lands now or formerly of Edgar Wolf, South 84 degrees 43 minutes West 262,2 feet, more or less, at a point in the center . of said highway; thence along the center of said highway, North % degrees West 157 feet to the Place of Beginning. . .. According to measurements made by T. O. Bietsch, Registered Surveyor in 1958 and 1959. The above lot of land has a frame dwelling house erected thereon, known and numbered as 804 Holly Pike, Mt. Holly Springs. BEING THE SAME PREMISES which Norman E. Markley, Jr., by his deed dated August 25, 1998, and recorded in the Recorder of Deeds Office of Cumberland County in Deed Book 184, Page 1018, granted and conyeyed unto Norman E. Markley, Jr., and David G. Newman as tenants in common. UNDER AND SUBJECT to building, zoning, deed and plan restrictions, right of the public and others in the roads, streets and alleyways adjoining the described premises and easements of record and apparent. ALSO UNDER AND SUBJECT to mortgage granted to CoreStates Bank, N.A., by Norman E. Markley, Jr., having a current balance of $35,694.75. BY THE COURT, ~ I ~ ~ - ~ ~ 5 I Pi! U c( < J l 0 e ~ i'" o:i! <w> . ~ ..J<W~ , W ~ ~ > l~ !'il ~ 0 f-- Ul 1Il t- ",. ~ < z !~ ~., H . .z~ ;9 tJ) I e I~IWO >M .,;< zea' )0 :s; (f)a:Ul-- t ., OWW >_ 0 W..'~ iN z! Uf--Zlll ! z < ~ " I · ~ ~ ,0 ~ < 'z c ~ u lL - . . ~ . . FIRST AND FINAL ACCOUNT OF DENNIS R. MARKLEY EXECUTOR OF THE ESTATE OF NORMAN E. MARKLEY, JR., LATE OF MT. HOLLY SPRINGS, CUMBERLAND COUNTY, PENNSYLVANIA ESTATE NO. 21-03-0174 Date of Death - January 31, 2003 Dates of Advertisement: Cumberland Law Journal- April 11, 18,25,2003 Sentinel - April 4, 11, 18, 2003 SUMMARY Assets Personal property 15,732.85 Expenses 22,200.87 Real estate - Y2 interest -804 Holly Pike 84,425.00 Mt. Holly Springs, P A Life interest 60,764.90 Remainder interest to grandchildren of Norman E. Markley, Jr. 23,660.11 , . ESTATE OF NORMAN E . MARKLEY. JR. - 21-03-0174 Statement of Assets and Expenses ASSETS: M & T Corporation: Acct. No. 79324 - 3,221.23 wino accrued interest 3,221.25 Acct. No. 15004200946696 - 627.06 wlaccrued int. of .06 627.12 Acct. No. 25004920100605 - 160.10 wlaccrued int. of .04 160.14 2000 Toyota Avalon 11.724.34 15,732.85 Realty - one-half interest in residence at 804 Holly Pike, Mt. Holly 84,425.00 Springs, So. Middleton Township, P A Deed Book 184, page 1018 , EXPENSES: Ewing Brothers Funeral Horne 4,465.00 M & T Bankcard Services 3,756.89 Probate Fees 268.00 Stott Associates - accountant fee 200.00 Frances H. Del Duca - atty. fee 4,000.00 Holy Spirit 98.70 Dennis R. Markley - travel 426.00 Boyer & Ritter - pro rata computation 75.00 Sentinel - legal 85.01 Cumberland Law Journal-legal 75.00 Inheritance tax 8,391.27 Physicians Rehabilitation 60.00 Reserve 300.00 22,200.87 . a - STATE OF PENNSYLVANIA :: SS COUNTY OF CUMBERLAND :: DENNIS R. MARKLEY, Executor of the Estate of Norman E. Markley, Jr., being duly SW?ID according to law, deposes and says that the facts set forth in the foregoing statement are true and correct. Q1})rJ~_ Dennis R. kley 8HlRUyP. ~IU&. c.rtIIIe ......... NOTAIIY 'Wuc ~eom.lb4.~CounIy ....... .. ~ 00"" 10 j',.j,-~ \" 'QOIIOU ~ '8IM P8PflIOU! saM " ..' ".,' :",' " .tIPI JO l.Wc4.' ~"t{,~, , ,0" _"'.. .. 'J0W&)9JO lie ~lge l~.fl Uj lSOJ,{;llJ .t; '-!";~':'-.;" t."", ilOO'o" ,.'" ,.~ "':::I' "" ..'U ~U ~ ot UMOUJj I ),,} -"w' ....,.' , ',''', i.JS:;~;j\~;~~,:~;.'f~:;}::; . P8tU8lIQId eq 11IM SlUl..,,, c..'" I".,.". ,'G~ "" ,',".. 9Wl1 at ,.--,. . pue 't.IQf\'lqjrl~ ~'.lcl !!;., Wf,i.J:r;;~ 'Elt8P 9\fUO . "'. ~ , SAA J.O 6l1tlU 04+ ~ OOItQU U8WJM ~ AI:~ AqeJeq I )~ ~ <( ~ g ~ ~~ . ~ F5 ~ 0 ~~ ~ ~ w ... -1<(w:.J 400 ; ...J a: >- ~ffi~ ~W ~U) . 0 ~ ~ Z . 0.. H ~ >- l'l Z !:? ;I 00 fJ }IWiW~ 5 "'S H Z ~ Q. - l ~ 0 ~ ~ . ~ U)a:~w- ~ ~ vG~g~~ E-i ~ <( w ...J : ~l f2 z ~ a: ~ <( <( II ~ ~ . a: u Z H lL ! ~~ ~ ~ i ~~ 't4'110 1J;:9U JO .il&lj · ~aueq 'JOtIP8J:) se 8J8JS9 8lP ur JS9JEQtJ! UIl WlSfO JO 8/\L"t/ Oll~ ~ OJ UMOl/)! i I uosJ8d J9qJO NaA9 at pug ~ PfOOun ~ ~ U8^1O uaeq ~ 'aunooov PI88 ~ ~fqo U9Q",M 8IU OJ MIp 18&18tIl1O pus lJOIPNl''UUOO JO.J. ~ ~ OJ /JOJueeeJd 9Q filM 9W8S ~ U8I1M E:lOCtd PUH ett'~; '()Hlp \"Ill! 10 PU;) 'lU''lOOO\i S.lL.t JO BU!!!! oq:; }.0 ".Jij.::.. l.lli.:'np'll "2l.t1 AflUEr..) ..\qa..;a4 i " . i I I I i j .. .. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION ESTATE OF NORMAN E. MARKLEY, JR. DENNIS R. MARKLEY, EXECUTOR ESTATE NO. 21-03-0174 STATEMENT OF PROPOSED DISTRIBUTION Balance for distribution as shown on First and Final Account of Dennis R. Markley Distribution to Beneficiaries: One-half life interest in residence: David G. Newman 804 Holly Pike, Mt. Holly Springs, P A 60,764.90 Remainder interest in Y2 of residence: 23,660.11 Minor children of Christopher P. Markley: Keith A. Markley, date of birth 6/16/87 Christopher P. Markley, Jr., date of birth 6/10/91 Heather E. Markley, date of birth 4/5/93 c/o Christopher P. Markley 5622 Main St., Box 557, Mt. Jackson, VA 22842 Minor children of Dennis R. Markley: Dennis M. Markley, date of birth 12/6/89 Danielle M. Markley, date of birth 12/6/89 c/o Dennis R. Markley 19432 Young CliffRd" Sterling, VA 20165 STATE OF PENNSYLVANIA :: SS COUNTY OF CUMBERLAND :: DENNIS R. MARKLEY, Executor of the Estate of Norman E. Markley, Jr., being duly sworn according to law, depose and say that the facts set forth in the foregoing statement are true and correct. Q~kJey NOTARIAL IUl. IHIRI.D P. CI.DENCIIR, NOTARY PUIIUC c.tIIIe ..,...., CUMblrl.Id CcuIly __ec-"'..IIO.......IIInlh.. aocM .. ~ l' ~ .~ -?~p/1 ~~~9 '?4 641 41fM pepnr.xll 'JOM llIDI' <.:::> " ' . '''l'i 1'.' ;'i';;':;!~":!~~ 1.(,:'J~";l' r-d .?' ~au 9fl}~e <);11 '" I<'~'" .Oli f\A.,i'!.\,..,,!rt~ oU~,,- . ..-..,ht", ;;~, l,;.;l"'i;~ i!: "",.~... '-,,,,_. '" ,,} J 01 UN.C-U;; ml~:a1 ,,,. I. ... ,'-' --- ':l \.I8UI!IIlP PI8dun ~ ...' _!.{.OJSiii':' 01 ~llP Q( w..~",," ",,'" "'I ' ----- ~:: peeodcwc:uo~ ~ ~'",,:',..;-; ~.i:':.Dlil"Qli~~C . at &up IRGI et.U ~.' 1,.\,,'1 F,";;;i' no,p. ~ ICJ pue '. .' '. . ,. ." .,,,"" ',::, ,:: ~! ell ~JCIIll:lIffM ~ "lIO!t........,J'~~:) ''".i !.i.-v;. ') ~;,:. ~, - :; CJ '6WP . . . 111f.;;, ~lllJ(. 0:)' ~;opu.' ~. ' to!iO i':;1 """" '. ~ ""'... IilNi ~ 6unIeqalO eopcu u:~ W lUl)IJ.l211W~ . J8l.R~~'i . ..:x: ~ H ~ .. ; <( CI) 0 U <( ~~ ::> H Z ~@ o 1-<( CI) . ...J ~ tJ ~ ..t; rx:l O~ W..Ja:>- fJ I Ol-lii(/) ~~ <( J: Z 100 .>-C>Z~ ~~ ~ lj Iw:i:WO Z I- 0.. !::: ~ Z ~~ (f) a: ~ w" I!~ ~~ w ~ ~ ...J UI-z(/) <( w - @ Z I-...J <( a:: ~~ p.., 0: ~ LL ~z<7;:>>zY /! ~~ 'UI)t 10 ~ JO Jl814 'N9!oyeueQ 'Xil!P9JO SUe ~P1S'9 ~ ~ 199J8tU! ue W!8P JO 8^~ 0\ ~ al.ll Ot UMOO~ uosJ8d J9lUO Mette ~ pue ~ Pledun mf\f;l ~ UG^tO ooeq S8\4 '~ JX,9S 01 ~lq~ uamJM au ~ A9p lR19lP ID puB uoq'8WJ'jUOO lej lJno~ ~ Ol pelooeGJd eq DlM ew8$ ~ U9lI'~ eoetd pue 9W1l'91i.PalQ iO pu'B 'luno->>t ~ !O fjum~ a~ jO oo~ usuPM lB\il1.mJOO AqaJ8lI1 ... , . . . COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-961 DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002407 DEL DUCA FRANCES H ESQUIRE 10 WEST HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER __nun fold ---------- -------- 101 I $9,670,00 ESTATE INFORMATION: SSN: 161-34-3896 I FILE NUMBER: 2103-0174 I DECEDENT NAME: MARKLEY NORMAN E JR I DATE OF PAYMENT: 04/09/2003 I POSTMARK DATE: 00/00/0000 I COUNTY: CUMBERLAND I DATE OF DEATH: 01/31/2003 I I TOTAL AMOUNT PAID: $9,670.00 REMARKS: FRANCES H DEL DUCA ESQUIRE CHECK# 0095 INITIALS: AC SEAL RECEIVED BY: DONNA M, OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS .. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240-6345 Date: 12/01/2004 DEL DUCA FRANCES H 10 W HIGH STREET CARLISLE, PA 17013 RE: Estate of MARKLEY NORMAN E JR File Number: 2003-00174 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. 1, for decedents dying on or after Jul y 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 will become delinquent on: 1/31/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~ ~ /. . . ,.'" , '[ )~~J~ U GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Estate of MARKLEY NORMAN E JR : ORPHANS' COURT DIVISION Late of LOWER ALLEN TOWNSHIP : COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY Estate No.: 21-03-00174 : PENNSYLVANIA : Date: 2/11/2005 : NO. : 21-03-00174 MARKLEY DENNIS R 19432 YOUNGS CLIFF RD STERLING VA 20165 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: MARKLEY DENNIS R Personal Representative Counsel: DEL DUCA FRANCES H Date of Decedent's Death: 1/10/2003 Date of Delinquency Notice: 1/31/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 2/10/2005 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File "~L'-t:lJuJ4;;~?! Personal Representative Glenda Farner Strasbaugh Counsel Clerk of Orhans' Court A hearing is scheduled for April 01, 2005 at 9:30 AM in Courtroom No. 3 . If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. ~ GEOR(E H R, P.J J,/ In Re: In the Court of Common Pleas of Estate of NORMAN E. MARKLEY Cumberland County, Pennsylvania Late of Sout~'Middletown No. 21-03-0174 Township Dear Clerk of Orphans Court. Please withdraw my representation as attorney for the above estate. See attached letter of February 15, 2005. ~""j .".~- C;"j --'-'1 ~_... Clerk of Orphans Court Iii To Glenda Farner Strasbauqh ~OIJlfJ . .',. ,. February 15, 2005 ~.) . l/u1~ } . ..L ...LI~ i L..---- Frances H. DellRtllmey FRANCES H, DEL DUCA ATTORNEY AT LAW TEN WEST HIGH STREET CARLISLE, PENNSYLVANIA 17013-2922 frances@panetwork.com AREA CODE 717 249-1323 February 15, 2005 Glenda Farner Strasbaugh Clerk of Orphans Court Cumberland County Courthouse Carlisle, P A 17013 Re: Estate of Norman E. Markley, Jf. Late of South Middleton Township Estate No. 21-03-00174 Dear Clerk of the Orphans Court: I am no longer counsel for the above estate. The personal representative has not responded to numerous letters including your notice of December I, 2004, which I forwarded to him on December 10, 2004. I have had no contact with him in over a year. Therefore, I have no authorization to file a status report. Sincerely, ~/td~ j/ d/d~ Frances H. Del Duca FHD/s Cc: David Newman Christopher Markley 840 Holly Pike 5611 Main St. Mt. Holly Springs, P A 17065 Mt. Jackson, VA 22842 ~o\'Le... wC>-.S ~ofU .-\n r~-\.)'" \..0..5 'oo~ t(S \)I"'\P-I. \ '\ <L , J \-.su v() \ ~ d.r"'-vJ ' ~ (L.~W \~ O~'(S ~.~ c?-\ \10 \ 0':)