HomeMy WebLinkAbout04-0739
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of CARL W. MARQUIS, JR.
also known as
CARL W. MARQUIS, Deceased
Social Security No. 161-32-7497
No.
To:
.DI-Ot..f- ,6Cf
Register of Wills for Cumberland County,
Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who are 18 years of age or older and the Executrix named in the Last Will and
Testament of the above decedent, dated July 27,2000.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his principal residence
at 91 Millers Gap Road, Silver Spring Township, Enola, Cumberland County, Pennsylvania.
Decedent, then 75 years of age, died July 6, 2004, at Sarah Todd Memorial Home, Carlisle,
Cumberland County, Pennsylvania.
Except as follows, decedent did not marry, was not divorced 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
incompetent: NI A.
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$
$
$
$
$
100,000.00
Total
$
100,000.00
WHEREFORE, Petitioner respectfully requests the probate of the Last Will and Testamentpresented
herewith and the grant ofletters TESTAMENTARY thereon.
~/~
Martha L. Marquis, Executrix
4905 E. Trindle Road, Apt. 103
Mechanicsburg, Pennsylvania 17050 f'
OATH OF PERSONAL REPRESENTATIVEr.S
COMMONWEALTH OF PENNSYLVANIA)
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The Petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best of the Imowledge and belief of Petitioner and that as personal representative of the
above decedent Petitioner will well and truly administer the estate according to law.
Sworn to or affinp.ed and subscribed ~ it': ~ -iJ _ ~ ~
before me this Ilj\:.~ day of Martha L. Marquis, Executrix
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COUNTY OF CUMBERLAND
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NO.~ -()4-,3Q
Estate or Carl W. Marquis, Jr., alk/a Carl W. Marquis, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~~ ) 0 ,2004, in consideration ofthe petition on the
reverse side hereof, salisfa ory proof havmg been presented before me,
IT IS DECREED that the instrument dated July 27,2000 described therein be admitted to probate
and filed of record as the last will of CARL W. MARQUIS, JR., alk/a CARL W. MARQUIS; and
Letters Testamentary are hereby granted to Martha L. Marquis.
FEES
Probate, Letters, Etc. ........... $~Oo. DO
Short Certificate(s) ............. $ \l? 00
R8RlIfi@iutiBn..Q......h...~ $ I~. <JO
....l.(LP $ /0, DO
TOTAL $o'?4.3. ow
Filed.......~..~.lD..:..QY'.............................
Mi hael J. Hanft, Esq Ire
Attorney LD. No. 57976
19 Brookwood Avenue, Suite 106
Carlisle, Peffi1sylvania 17103-9142
(717) 249-5373
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This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanen~ filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Fee for this certificate, $2.00
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Hl05HlRev 2/87
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
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LAST WILL AND TESTAMENT
OF
CARL W. MARQUIS, JR.,
A/KIA CARL W. MARQUIS
I, Carl W. Marquis, Jr., a/k/a Carl W. Marquis, of91 Millers Gap Road, Enola, Silver
Spring Township, Cumberland County, Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this to be my Last Will and Testament,
hereby revoking and making void all previous Wills and Codicils heretofore .DImde by J]1e. :II
. 0 :Om
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I order and direct my pe!sonal representative her~inafter nal!l~d to pay all of '1l;lt just de,h,1~,
funeral expenses and expenses Involved or cOffi1ected wIth the admIntstratlOn of my estate as .S..D~
after my death as is reasonably possible. However, my personal representative need um: accel!:iflik
and pay those Uffi11atured obligations which, in his, her or its opinion, it might be pro~ and mQ!iC
advantageous to retain or renew and pay as they become due and payable. If I do not:<tivn a buria1.
plot or a ~rave marker at the time of my death, I authorize my personal representative, in his, her or
Its sole dIscretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to
expend sums from my estate for this purpose.
2
I direct my Executrix to payout of the principal of my residuary estate all inheritance,
transfer, estate and similar taxes (including interest and penalties), assessed or payable by reason of
my death on any property or interest in property which is included in my estate for the purpose of
computing such taxes. My Executrix shall not require any recipient of such property or interest in
such property to reimburse my estate for taxes paid under this paragraph.
3
(A) I give all my tangible personal property not otherwise effectively disposed of,
including furniture, furnishings, silver, books, pictures, jewelry and automobiles, and any insurance
policies thereon, but not cash on hand or on deposit to my beloved wife, MARTHA L. MARQUIS
If she survives me. If my beloved wife does not survive me, I give my tangible personal property
to those of my children who survive me, to be divided among them by my Executor in as nearly
equal portions as may be practical, giving due regard to their fersonal preferences and to any
memorandum in writing that I may leave regarding disposition 0 the above. In the event that my
children fail to agree on the distribution of my tangible personal property within ninety (90) days
after my death, that determination shall be made by my Executor with due regard to any
memorandum that I may leave regarding same. The receipt of the distributee shall be a sufficient
discharge of my Executor.
(B) Whenever in this instrument 1 use the words "child" or "children", I intend those words
to mean lawful children of the body of the person referred to and persons who have been adopted
1
LAST WILL AND TESTAMENT OF CARL W. MARQUIS, JR., alk/a CARL W. MARQUIS
according to law by the person referred to. My Spouse living on the date of the execution of this
instrument is MARTHA L. MARQUIS.
4
(A) All my residuary estate, which I define as all real and personal property, wherever
situated and whenever acquired by me in which I have a reversionary interest, or interest in any
option to purchase, and all property which is not otherwise effectively disposed of under this will,
(but excluding any property over which I may have a power of appointment at my death) except for
the real property located at 7 Amory Avenue, Maynard, Middlesex County, Massachusetts, which
I now own in Joint Tenancy with DOUGLAS vL. MARQUIS, which shall be his exclusively, I give:
1. To my spouse, ifmy spouse survives me.
2. If my spouse does not survive me, I give my residuary estate to my beloved
children, DOUGLAS vL. MARQUIS, ofFramingham, Massachusetts, and CARL W.
MARQUIS, III, of Burke, Virginia, in equal shares, share and share alike.
3. In the event that one or both of my sons predeceases me, I give the deceased son's
share, in equal shares, to his children and his surviving spouse with whom my son
is living at the time of his death. Any share passing to a child or his who is less that
twenty-one (21) years of age shall be held IN TRUST by the spouse of my deceased
son, for the child, to be used for post-high school educational purposes only. Upon
attaining the age of twenty-one (21) years, the child shall recetve the remaining
amount in his or her Trust. The Trustee shall not be required to give bond.
5
I grant my personal representative the following powers in addition to and not in limitation
of such powers as my personal representative shall hold by law:
(a) To elect to, or consents to treat gifts made by either of us (my wife and myself)
during my life as made one-half by each of us, my Executrix may, in her discretion,
payout of the principal of my estate the entire amount or any part of the tax due.
(b) To join in any corporation, partnership, recapitalization, merger, reorganization or
votmg trust plan; to delegate authority with respect thereto; to deposit investments
under agreements and pay assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of shares.
(c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate
held or owned by my estate.
(d) To operate any business that I may own at my death.
(e ) To invest any funds of my estate in any stocks, bonds, notes or other securities or
property, real or personal, without regard to the principle of diversification or any
other statute or general rule of law in his, her or its absolute discretion, it being my
intention to give my personal representative the broadest investment powers possible,
providing such investments do not uffi1ecessarily prevent the prompt settlement of my
estate.
(f) To sell or otherwise dispose of any property, real or personal, tangible or intangible,
at any time forming a part of my estate in any maffiJer and on such terms and
conditions as my personal representative shall see fit in his, her, or its absolute
discretion.
2
LAST WILL AND TESTAMENT OF CARL W. MARQUIS, JR., alk/a CARL W. MARQUIS
(g)
(h)
(i)
G)
(k)
(I)
(m)
To borrow money for the payment of taxes or for any other proper purposes in the
administration of my estate, and to mortgage or pledge estate assets as security.
To compromise clatms without court approval including, but not limited to, any
controversies with the United States of America or the Commonwealth of
Pennsylvania concerning estate and inheritance taxes on any interests that may pass
under this my Last Will and Testament.
To distribute in cash or in kind upon any division or distribution of my estate.
To undertake any and all acts deemed necessary and proper by my personal
representative for the proper, advantageous and prompt management of the
settlement of my estate.
In his or her discretion, to select assets to be sold by my estate for the payment of
debts, taxes and pecuniary legacies in a maffi1er that will minimize the recognition
by my estate of gain for federal income tax purposes.
To exercise any options and elections under the tax laws applicable to my estate, as
the Executrix determines should be made. No compensatmg adjustments between
income and principal, nor with respect to any bequest or devise, shall be made even
though the options and elections may affect the mterests of the beneficiaries. The
action of my Executrix with respect to options and elections made shall be conclusive
and binding upon all beneficiaries.
In ~eneral, to exercise all powers in the mana~ement of my estate which any
individual could exercise in the management of stmilar property owned in his own
right, upon such terms and conditions as to him, her or it may seem best and to
execute and deliver all instruments and to do all acts which he, she or it deems
necessary or proper to carry out the purposes of this, my Last Will and Testament.
6
No interest of any beneficiary of my estate, either in income or in principal, shall be subject
to anticipation or pledge, assignment, sale or transfer in any maffi1er, nor shall any beneficiary have
the \?ower in any maffi1er to charge or encumber his interest either in income or principal, nor shall
the mterest of any beneficiary be liable or subject in any manner while in the possession of my
personal representative for the liability of such beneficiary.
7
I nominate, constitute and appoint my spouse, Martha L. Marquis, as executrix of this my
Last Will and Testament. In the event my spouse is deceased, unable or unwilling to serve or shall
cease to serve for any reason whatsoever, then I nominate, constitute and appoint Douglas vL.
Marquis as personal representative of this my Last Will and Testament. I direct that my personal
representative shall not be required to give or post bond for the faithful performance of hiS, her or
its duties in this or any other Jurisdiction.
8
In the event that my beloved wife and myself die simultaneously, or under such
circumstances as render it im,possible or difficult to determine which predeceased the other, I direct
that it shall be deemed that my wife predeceased me and that this will and any and all of its
provisions shall be construed on that assumption and basis.
3
LAST WILL AND TESTAMENT OF CARL W. MARQUIS, JR., aikla CARL W. MARQUIS
A reference to any fiduciary shall be construed to refer in context to such fiduciary in office
at the relevant time, whether or not originally named.
9
This instrument and dispositions under it shall be construed and governed by the law of the
Commonwealth of Peffi1sylvanta.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament
this rft 71P- day of 9_ I!.y , 2000.
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4
LAST WILL AND TESTAMENT OF CARL W. MARQUIS, JR., alkla CARL W. MARQUIS
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, Carl W. Marquis, Jr., alk/a Carl W. Marquis, the testator whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed
it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed.
~Jff):~~:;}.
earl W. Marquis, Jr.
a/k1a~. tJfr-
Sworn or affirmed and acknowledged before me by Carl W. Marquis, Jr., alk/a Carl W.
Marquis, the testator ,this ,;l. 7"'0 day of ~ ~, ' 2000.
CJ;;:fJ' f IAkJ~_
Notarial Seal
Teny E. Walker, Notary Public
SOuth Middleton TWP..CumbollandCOunty
My Commission Expires Mer. 31, 2003
Member. Pennsylvanle_1Ion ntNolllrlas
5
LAST WILL AND TESTAMENT OF CARL W. MARQUIS, JR., alk/a CARL W. MARQUIS
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
WE, be nt;e.- C ';{ if-
and f.-.~ &:1"......1 L k./"~b b"r-J Jr., the
witnesses whose names are attached to the foregoing document, being duly qualified according to
law, do depose and say that we were present and saw Carl W. Marquis, Jr., a!k/a Carl W.
Marquis sign and execute the instrument as his Last Will and Testament; that he signed willingly
and that he executed it as his free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Carl W. Marquis, Jr., alk/a Carl W. Marquis
signed the Last Will and Testament as witnesses and that to the best of our knowledge the testator
was at the time 18 or more years of age, of sound mind and under no constraint or undue influence.
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Sworn or affirmed and subscribed before me by [)e./J;:SL L. N y< and
rR/~aAd1.~.1. this;l)'tb dayof ~ ,2000.
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Notarial Seal .
Terry E. Walker, Notary PublIC
SouthM_Twp ()umboflandcounty
My Commission ExPires Mar. 31, 2003
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F:\User Folder\Firm Docs\Wills\17JO-l cwm.will.wpd
6
F:\User Folder\Firm Docs\Estates\3718-1certification.wpd
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: CARLOS A. DE OLNEIRA
Date of Death: June 13,2004
Will No. 2004-00817
To the Register:
I certify that notice of beneficial interest required by Rule 5 .6( a) ofthe Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on September
14,2004.
Name
Address
Isabel De Oliveira
11 Schenck Avenue, Great Neck, New York 11021
Notice has not been given to all persons entitled thereto under Rule 5.6(a) except: NIA
Date: September 14, 2004
ean M. Shultz, Esquire
Attorney J.D. No. 90946 Vi
19 Brookwood Avenuje, Suite.lJl6
Carlisle, Peffi1sylvani~ 17013-\lJ42
Telephone (717) 249~5373 ~
Capacity: Counsel for personal representatives
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F:\Vser Folder\Firm DocslEslates\3686-1cenificaliol1_wpd
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: CARL W. MARQUIS, JR., AlKlA CARL W. MARQUIS
Date of Death: July 6,2004
Will No. 2004-00739
To the Register:
I certify that notice of beneficial interest required by Rule 5 .6( a) ofthe Orphans' Court Rules
was served on or mailed to the following beneficiaries ofthe above-captioned estate on September
14,2004.
Name
Address
4905 E. Trindle Road, Apt. 103, Mechanicsburg, P A 17050
PO Box 384, Weston, Massachusetts 02493
11400 ChestJmt Wood Lane, Burke,V A 22015
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Notice has not been given to all persons entitled thereto under Rule 5.6(a) ~*cept: NAA.
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Martha L. Marquis
Douglas vL. Marquis
Carl W. Marquis, III
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Date: September 14,2004
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HANFT & KNIGHT, RiC. ~
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Attorney J.D. No. 90946
19 Brookwood Avenue, Suite 106
Carlisle, Peffi1sylvania 17013-9142
Telephone (717) 249-5373
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Capacity: Counsel for personal representative
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
o 4a. Future Interest Compromise (date of death after
12-12-82)
o 7. Decedent Maintained a Living Trust (Attach
copy of Trust)
o 10. Spousal Poverty CredU (date of death belWeen
1 - 1.91 n 1.1.95
THIS SECTION MUST BE COMPLETED. ALL'CORRESPONDENCE AND CONFIDENTiAL fAX iNFORMATION SIiOUi.OBE DIRECTED TO:
ME COMPLETE MAILING ADDRESS
Sean M. Shultz, Esquire
lRM NAME (If applicable)
Knight & Associates, P.C.
COMMONWEALTH OF PENN$'l1.V,t.N1.\
OEPAR1'MlNT Of' REVENUE
CE;oT.28Ol5C1t
HARRISBURG. PA 17128-0&01
OECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Marquis, Jr., Carl W.
CATE OF DEATH (MM-oO.YEAR) DATE OF BIRTH (MM-Do..YEAR)
07106/2004
07/05/1929
(IF APPLICABLE) SURVIVING SPOUSE'S N.A.ME (LAST, FIRST AND MIDDLE INITIAL)
Marquis, Martha L.
1. Original Return
2. Supplemental Return
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3
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09.
Decedent Died Testate (Attach copy
of Will)
Litigation Proceeds Received
4. Limited Estate
ElEPHQNE NUMBER
717/249-5373
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly OWned Property (Schedule F)
o Separate Billing Requested
7,lnter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
CF;:IC1Al USE C~.l"f
ALE NUMBER
21 04
COUNTY co E R
SOCIAL SECURITY NUMBER
161-32-7497
0739
NUMBER
THIS RETURN MUST BE ALED IN DUPUCATE WlTH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
463-40-3954
o 3. Remainder Retum (date ol death priOr to 12-1~2l
o
5. Federal Estate Tax Return Required
8. Tatar Number of Safe Deposit Boxes
o 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
, ~;~;,~~)t:>:
II Roadway Drive, Suite B
Carlisle, PA 17013
(I)
(2)
(3)
(4)
(5)
(6)
(7)
Q:.~ICIAl USE CN~~',
. 0'.
"2~-2
(9)
None
2,149.38
None
None
462,422.08
None
None
(8)
3,980.88
1,442.25
464,57 \.46
,
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c..)
r'-'
10. Debts of Decedent, Mortgage liabilities. & Liens (Schedule I) (10)
11. Total Deducllons (talal Lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
(ll)
5,423.13
459,148.33
(12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subjectto Tax (Line 12 minus line 13)
(13)
(14)
459,148.33
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxabJe at the spousal tax rate, 459,148.33 x .00 (15)
or transfers under Sec. 9116{a)(1.2)
. x .045 (16)
0 16.Amount of Line 14 taxable at lineal rate
~
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0 (17)
~ 17. Amount of Une 14 taxable at sibling rate x .12
.
0
u
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
0.00
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
0.00
20. 0
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:>yrlght 2000 form software only The Lackner Group. Inc.
Form REV.1500 EX (Rev. 6-O0)
De~edent's Complete Address:
STREET ADDRESS
91 Millers Gap Road
CITY
Enola
ISTATE PA
I ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditsIPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + B + C)
(2)
0.00
3. InterestJPenalty if applicable
D. Interest
E. Penalty
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 0.00
(SA)
(5B) 0.00
TotallnteresUPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + line 3 is greater than Line 2. enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
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:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without
receiving adequate consideration? .......................................................................................................................
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? ......................................................................................................................
Yes No
~ II
o 181
o 181
o 181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
preparer other Ulan the personal representative is based on all information of wtJich preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
M.rthaL.M.rq~ls. ~j1 --I j.'
(~-- 'If- I X~
SIGNATURE OF PER N RESPONSIBLE FOR FILING RETURN
4905 East Trindle Road, Apt. 69
Mechanicsburg, P A 17050
DATE
6/~/6r'
DATE
ADDRESS
DATE
II Roadway Drive. Suite B
Carlisle, PA 170b
, /<(;;(O~
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. S9116 (a) (1.1) (U)l. 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. S9116 (a) (1.2)].
The tax rate Imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%. except as noted in 72 P.S. S9116
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. S9116 (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.
*'
SCHEDULE B
STOCKS & BONDS
~THC#'PENHSYl..VANIA
NHEArrANCETAXRETURN
RESlJENT DECEDENT
I FILE NUMBER
21 - 04 - 0739
,TATE OF .
MarqUIs, Jr., Carl W.
I property jolntly-owned with right of survivorship must be dlsclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
lUMBER DEATH
1 US Savings Bonds 592.44
2 $100 Savings Bond C299537810EE issued 7/91 105.76
3 $100 Savings Bond C299517730EE issued 6/91 t05.76
4 $100 Savings Bond C278859325EE issued 5/91 105.76
5 $100 Savings Bond C275223323EE issued 2/91 105.76
6 $100 Savings Bond C275295429EE issued 4/91 105.76
7 $ t 00 Savings Bond C278806623EE issued 4/91 105.76
8 $100 Savings Bond C265523196EE issued 11/90 107.88
9 $100 Savings Bond C265633775EE issued 12/90 107.88
10 $100 Savings Bond C265680896EE issued 1/91 107.88
II $tOo Savings Bond C256881345EE issued 8/90 107.88
t2 $100 Savings Bond C263256761EE issued 9/90 107.88
13 $tOo Savings Bond C263332747EE issued to/90 107.88
t4 $100 Savings Bond C256782967EE issued 6/90 11 0.04
15 $100 Savings Bond C256804922EE issued 7/90 110.04
16 $50 Savings Bond L454920716EE issued 5/90 55.02
TOTAL (Also enter on line 2, Recapitulation) 2,149.38
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
STATE OF .
MarqUis, Jr., Carl W.
C~THOJlPENN$'nVANLA
MiauTANCE TAX RETURN
RESlOENT oea:ceNT
I FILE NUMBER
21 - 04 - 0739
clude the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with the right of
Jrvlvorshlp must be disclosed on schedule F.
ITEM
,UMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
138,685.96
Wachovia Securities, LLC Account 4621-2626
2
Fidelity Account 345-456314
30,059.18
3
American Funds IRA Account
293,676.94
TOTAl (Also enter on Line 5, Recapitulation)
462,422.08
*'
SCHEDULEH
AJNERALEXPENSES&
ADMINISTRAlIVE COSTS
COIoWONWEALT11 OF PENNS't1....ANlA
tlHERITANC! TAX AEllJRH
RESI:IENT DECEDENT
TATE OF
Marquis, Jr., Carl W.
FILE NUMBER
21-04-0739
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
UMBER
FUNERAL EXPENSES:
I Neill Funeral Home, Inc. - Funeral 2,858.15
I. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) f EIN Number of Personal Representative{s):
Street Address
City Stale - Zip
Year(s) Commission paid
2. Attorney's Fees to Knight & Associates, P .C. 650.00
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 to Register of Wills 258.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. Other Administrative Costs
1 The Sentinel - advertise letters 139.73
2 Cumberland Law Journal - advertise letters 75.00
TOTAl (Also enter on line 9, Recapitulation) 3,980.88
'*
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COUUONWEAlTH OF PENN$Y\.VANlA
HHEAlTAHCE TAX AET\JRN
RESIDENT DECEDENT
,TATE OF .
MarqUis, Jr., Carl W.
I FILE NUMBER
21 - 04 - 0739
,Iude unreimbursed medical expenses.
ITEM
UMBER
1 MIT Visa
DESCRIPTION
AMOUNT
226.96
2 Electric Bill
3 Cable Bill
4 Cell Phone Bill
5 Orthopedist
6 Water Repair
7 Masland - Medical Bill
8 Ambulance
9 Phone Bill
10 Blue Mountain Anesthesia
11 EKG Associates
110.48
103.89
17.98
5.54
t27.20
581.21
115.00
100.48
15.51
38.00
TOTAL (Also enter on Line 10, Recapitulation)
1,442.25
R.EV.1~n EX+Jt-OOl
*'
SCHEDULE J
BENEFICIARIES
COMMON'NEAl TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marquis, Jr., Carl W.
I FILE NUMBER
21- 04 - 0739
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (indude outright spousal distributions)
I Martha L. Marquis wife 100% estate
4905 E. Trindle Road, Apt. 69
Mechanicsburg, P A 17050
Enter dollar amounts for distributions shown above on lines 15 through 18. as 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
LAST WILL AND TESTAMENT
OF
CARL W. MARQUIS, JR.,
A/KIA CARL W. MARQUIS
\.:::~
;?
J
1, Carl W. Marquis, Jr., a/k/a Carl W. Marquis, of9l Millers Gap Road, Enola, Silver
Spring Township, Cumberland County, Pennsylvania, being of sound and disposing mind,
memory and understanding. do make, publish and declare this to be my Last Will and Testament,
hereby revoking and making void all previous Wills and Codicils heretofore made by me.
I order and direct my personal representative hereinafter named to pay all of my just debts,
funeral expenses and expenses invol ved or connected with the administratlon of my estate as soon
after my death as is reasonably possible. However, my personal representative need not accelerate
and pay those unmatured obligations which, in his. her or its opinion, it might be proper and more
advantageous to retain or renew and pay as they become due and payable. If! do not own a burial
plot or a ~rave marker at the time of my death. I authorize my personal representative, in his, her or
Its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to
expend sums rrom my estate for this purpose.
2
I direct my Executrix to payout of the principal of my residuary estate all inheritance,
transfer, estate and similar taxes (including interest and penalties), assessed or payable by reason of
my death on any property or interest in property which is included in my estate for the purpose of
computing such taxes. My Executrix snaIl not require any recipient of such property or interest in
such property to reimburse my estate for taxes paid under this paragraph.
3
(A) I give all my tangible personal property not otherwise effectively disl'osed of,
including furniture, fumishings, silver, books. pictures, jewelry and automobiles, and any msurance
policies thereon, but not cash on hand or on deposit to my beloved wife, MARTHA L. MARQUIS
If she survives me. If my beloved wife does not survive me, I give my tangible personal property
to those of my children who survive me. to be divided among them by my Executor in as nearly
equal portions as may be practical, giving due regard to their personal preferences and to any
memorandum in writing that I may leave regarding disposition of the above. In the event that my
children rail to agree on the distribution of my tangible personal property within ninety (90) days
after my death, that determination shall be made by my Executor with due regard to any
memorandum that I may leave regarding same. The receipt of the distributee shall be a sufficient
discharge of my Executor.
(B) Whenever in this instrument I use the words "child" or "children", I intend those words
to mean lawful children of the body of the person referred to and persons who have been adopted
1
LAST WILL AND TEST AMENT OF CARL \Y. MARQUIS, JR., alk/a CARL W. MARQUIS
according to law by the person referred to. My Spouse living on the date of the execution of this
instrument is MARTHA L. MARQUIS.
4
(A) All my residuary estate, which I define as all real and personal property, wherever
situated and whenever acquired by me in which I have a reversionary interest, or interest in any
option to purchase, and all property which is not otherwise effectively disposed of under this will,
(but excluding any property over which I may have a power of appointment at my death) except for
the real property located at 7 Amory Avenue, Maynard, Middlesex County, Massachusetts, which
I now own in Joint Tenancy with DOUGLAS vL. MARQUIS, which shall be his exclusively, I give:
I. To my spouse, if my spouse survives me.
2. If my spouse does not survive me, I give my residuary estate to my beloved
children, DOUGLAS vL. MARQUIS, ofFramingham, Massachusetts, and CARL \Y.
MARQUIS, III. of Burke, Virginia, in equal shares, share and share alike.
3. In the event that one or both of my sons predeceases me, I give the deceased son's
share, in equal shares, to his children and his surviving spouse with whom my son
is living at the time of his death. Any share passing to a child or his who is less that
twenty-one (21) years of age shall be held IN TRUST by the spouse of my deceased
son, for the child, to be used for post-high school educational purposes only. Upon
attaining the age of twenty-one (21) years, the child shall receive the remaining
amount in his or her Trust. The Trustee shall not be required to give bond.
5
I grant my personal representative the following powers in addition to and not in limitation
of such powers as my personal representative shall hold by law:
(a) To elect to, or consents to treat gifts made by either of us (my wife and myself)
during my life as made one-half by each of us, my Executrix may, in her discretion,
payout of the principal of my estate the entire amount or any part of the tax due.
(b) To join in any corporation, partnership, recapitalization, merger, reorganization or
votmg trust plan; to delegate authority with respect thereto; to deposit investments
under agreements and pay assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of shares.
( c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate
held or owned by my estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds, notes or other securities or
property, real or personal. without regard to the principle of diversification or any
other statute or general rule of law in his, her or its absolute discretion, it beins my
intention to give my personal representative the broadest investment powers posstble,
providing such investments do not unnecessarily prevent the prompt settlement of my
estate.
(f) To sell or otherwise dispose of any property, real or personal, tangible orintangible,
at any time forming a part of my estate in any maffi1er and on such terms and
conditions as my personal representative shall see fit in his, her, or its absolute
discretion.
2
LAST WILL AND TESTAMENT OF CARL W. MARQUIS, JR., alk/a CARL W. MARQUIS
(g)
(h)
(i)
(j)
(k)
(I)
(m)
To borrow money for the payment of taxes or for any other proper purposes in the
administration of my estate, and to mortgage or pledge estate assets as security.
To compromise claIms without court approval including, but not limited to. any
controversies with the United States of America or the Commonwealth of
Pennsylvania concerning estate and inheritance taxes on any interests that mav pass
under this my Last Will and Testament. .
To distribute in cash or in kind upon any division or distribution of my estate.
To undertake any and all acts deemed necessary and proper by my personal
representative for the proper, advantageous and prompt management of the
settlement of my estate.
In his or her discretion, to select assets to be sold by my estate for the payment of
debts, taxes and pecuniary legacies in a manner that will minimize the recognition
by my estate of gain for federal income tax purposes.
To exercise any options and elections under the tax laws applicable to my estate, as
the Executrix determines should be made. No compensatIn$ adjustments between
income and principal, nor with respect to any bequest or deVIse, shaU be made even
though the options and elections may affect the Interests of the beneficiaries. The
action of my Executrix with respect to options and elections made shall be conclusive
and binding upon all beneficiaries.
In Ilcneral, to exercise all powers in the manasement of my estate which any
indIvidual could exercise in the management of stmilar property owned in his own
right, upon such terms and conditions as to him, her or it may seem best and to
execute and deliver all instruments and to do all acts which he, she or it deems
necessary or proper to carry out the purposes of this, my Last Will and Testament.
6
No interest of any beneficiary of my estate, either in income or in principal, shall be subject
to anticipation or pledge, assignment, sale or transfer in any maffi1er, nor shall any beneficiary have
the {lower in any manner to charge or encumber his interest either in income or principal, nor shall
the lllterest of any beneficiary be liable or subject in any maffi1er while in the possession of my
personal representative for the liability of such beneficiary.
7
I nominate, constitute and appoint my spouse, Martha L. Marquis, as executrix of this my
Last Will and Testament. In the event my spouse is deceased, unable or unwilling to serve or shall
cease to serve for any reason whatsoever, then I nominate, constitute and appoint Douglas vL,
Marquis as personal representative of this my Last Will and Testament. I direct that my personal
representative shall not be required to give or post bond for the faithful performance of his. her or
its duties in this or any other Jurisdiction.
8
In the event that my beloved wife and myself die simultaneously, or under such
circumstances as render it impossible or difficult to determine which predeceased the other. I direct
that it shall be deemed thai my wife predeceased me and that this wiU and any and aU of its
provisions shall be construed on that assumption and basis.
3
LAST WILL AND TESTAMENT OF CARL W. MARQUIS, JR., alk/a CARL W. MARQUIS
A reference to any fiduciary shall be construed to refer in context to such fiduciary in oftice
at the relevant time, whether or not originally named.
9
This instrument and dispositions under it shall be construed and governed by the law of the
Commonwealth of Peffi1sylvama.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament
this,.ti7~dayof ?'P'(j__ ,2000.
~61.~
yV' ~.~LL1
{(d qf7f~1T ' f
Car W. MarqUIS, Jr. ~
~~ J1~r~
alffJa ar W. arquis
4
'.
LAST WILL AND TESTAMENT OF CARL W. MARQUIS, JR., alkfa CARL W. MARQUIS
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, Carl W. Marquis, Jr., afk/a Carl W. Marquis, the testator whose name is signed to the
attached or roregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed
it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed.
i,d 1f~~;;-.
earl ~. MarquIs, Jr.
IB:J q[ ?It/r-
a/kfa arl W. MarquIs
Sworn or affirmed and acknowledged before me by Carl W. Marquis, Jr., afk/a Carl W.
-(l,
Marquis, the testator ,this e? 7 - day of
l}Jy,
~/hf. a~
()'
,2000.
Notarial Seal
TelTY E. Walker, Notary Public
SQuill Middleton Twp.. CtlmborlandCounly
My Commission Expires Mar. 31. 2003
Member. pennsytvaniaAssociatlOnot NOtarieS
5
LAST WILL AND TESTAMENT OF CARL W. MARQUIS, JR., a/k/a CARL W. MARQUIS
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
WE, De nt ~e.- C;{ f-
SS.
and f-.-",oh"",.j Lk/<'=b1""..lJr.,the
witnesses whose names are attached to the foregoing document, being duly qualified according to
law, do depose and say that we were present and saw Carl \V. Marquis, Jr., a/k/a Carl \V.
Marquis sign and execute the instrument as his Last Will and Testament; that he signed willingly
and that he executed it as his free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Carl W. Marquis, Jr., alk/a Carl W. Marquis
signed the Last Will and Testament as witnesses and that to the best or our knowledge the testator
was at the time 18 or more years of age, of sound mind and under no constraint or undue influence.
~?Ji &g-
"'7/ A .~.p!4
Sworn or affirmed and subscribed before me by
rRicAM.d 1. iJmw. J,. thisd7~
.
[)UJ,'Sc... L. Ny~
day of ~
and
,2000.
a:ys. ~
Nolarial Seal .
Terry E. Walker. Notary PubliC
Sou1h Mlddlelcn T~..9"rnbel1and County 3
My Commission EXPire. Mar. 31, 200
Membe<.PenM'f!Vania AssQCial\ollolllOlanes
nusel' Folder\Firm I)Qcs\Wills\I7JQ-lcwm. w;ll.wpd
6
08-22-2005
MARQUIS JR
07-06-2004
21 04-0739
CUMBERLAND
101
APPEAL DATE: 10-21-2005
( See reverse side under Objections)
Amount Rem:i.ttedl . I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS .....
REy:is47-EX-AFP-coi:osi-NOYicE"OF-iNHERiYANCE-YAX-APPRAiSEMENY:-ALLOWANCE"OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CARL W FILE NO. 21 04-0739 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
[)[r.~oncn (\CpI'C rc NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAl..',]MES...~ V' ,VL '~, APPRAISEHENT> ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIDNi::,r-,<:T::;.....; _! (~ OF DEDUCTIONS AND ASSESStlENT OF TAX
PO BOX Z8D601 , ;,,_,,_, ~_,' , L'
HARRISBURG PA 171lB-06DI
ZOD5 t:l'G 30 P;l lJ: 24
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(" ~~"
-JL':::~-'i;'\
0""."
;'-f -~
SEAN M 5.R1l"1:TZ ESQ
KNIGHT & ASSOCIATES
11 ROADWAY DR STE B
CARLISLE PA
17013
ESTATE OF
MARQUIS JR
'*
REV-1547 EX AFP (06-05)
CARL
W
TAX RETURN WAS: I X I ACCEPTED AS FILED
I CHANGED
DATE 08-22-2005
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
rB'fleC't ~:i.gures that include the total ll'f ALL returns assessed to date.
ASSESSMENT OF TAX:
15. ADouni. of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rat. (16)
17. Aoount of Line 14 .t Sibling rat. 1171
18. AMount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. ISchodule Al
2. Stocks and Bonds (Sche;dul. B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule Q)
8. Total Assets
III
121
131
141
ISI
161
171
.00
2.149.38
.00
.00
462.422.08
.00
.00
ISI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortu-ge Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subiect to rax
191
1101
3,980.88
1.442 25
1111
1121
1131
11'11
NOTE:
459,148.33 X
.00 X
.00 X
.00 X
MO'fE: To insure proper
credit to your account,
submit the upper portion
of this forn with your
tax pay...,t.
464,571 .46
5.423 13
459,148.33
.00
459,148.33
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
1191=
TAX CR S.
r ,+, AHOUNT PAID
DATE IRJHSER INTEREST/PEN PAID I-I
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TN~T~lrTTnM~ ,
In Re: Estate of
MARQUIS CARL W JR
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-00739
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: MARQUIS MARTHA L
Counsel for Personal Representative: HANFT MICHAEL JOHN
Date of Decedent's Death: 7/6/2004
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
7/28/2006
I r
,J!.;2. I, ,~... j t L~/k" _ jJ
;CUI'/7ld..F:'- V?VU?If/o-/ ..li(tot.....<~ .~(.-/
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distlibution:
Personal Representative
Counsel for Personal Representative
Estate File
In Re: Estate of
:\IARQUIS CARL W JR
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-00739
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: MARQUIS MARTHA L
Counsel for Personal Representative: HANFT MICHAEL JOHN
Date of Decedent's Death: 7/6/2004
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
7/28/2006
;:. , yft "," I}
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Glenda Farner Strasbaugh .
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
HANFT MICHAEL JOHN
HANFT & KNI GHT PC
19 BROOKWOOD AVE STE 106
CARLISLE, PA 17013-9142
RE: Estate of MARQUIS CARL W JR
File Number: 2004-00739
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/06/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Register of Wills or Cumberland COlli1ty
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Estate No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 0 No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
J. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (uany) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes U No U
c. Copies of receipts, releases, joinders and approval of fonnal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report
Date:
Signature
Name
Address
Telephone No.
Capacity: 0 Personal Representative
o Counsel for personal representative
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Cumberlana LounLY - .Ke'::jJ..>:::>L..ca VJ... ,,~~~~
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
HANFT MICHAEL JOHN
HANFT & KNIGHT PC
19 BROOKWOOD AVE STE 106
CARLISLE, PA 17013-9142
RE: Estate of MARQUIS CARL W JR
File Number: 2004-00739
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS I COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 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 lS due by:
7/06/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~J~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Keg.LoL.e.L V.I... "..L..L..L~
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
MARQUIS MARTHA L
4905 E TRINDLE ROAD APT 103
MECHANICSBURG, PA 17050
RE: Estate of MARQUIS CARL W JR
File Number: 2004-00739
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/06/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~__J ~/!':7.L~.~~
. ~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
ORPHANS' COURT DIVISION OF THE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Carl W. Marquis, Jr.
Date of Death: July 6,2004
Admin. No. 21-04-0739
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 --X- No
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes No-X
b. The separate Orphans' Court No. (if any) for the personal representative's account
IS:
c. Did the personal representative state an account informally to the parties in interest?
Yes --X- No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: August 14,2006
Respectfully submitted,
Sean M. Shultz, Esquire
Attorney ill No. 90946
11 Roadway Drive, Suite B
Carlisle, Pennsylvania 17015
(717) 249-5373
Counsel for personal representative
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