HomeMy WebLinkAbout04-0770LARRY E. COPLOFF
PAUL d. RYAN
PAUL D. WELCH, dR..
COPLOFE RYAN ~, WELCH
ATTORNEYS AT LAW
136 EAST WATER STREET
LOCK HAVEN, PENNSYLVANIA 17745
crwlaw@kcnet.org
August 16, 2004
AREA CODE .570
748-7771
FAX # 570-748-7120
Cumberland County Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
RE: Estate of Betty L. Mark a/k/a Elizabeth L. Mark
To Whom It May Concem:
Enclosed please find the following for probate in Cumberland County:
1. Death Certificate for Betty L. Mark a/k/a Elizabeth L. Mark;
2. Last Will and Testament of Betty L. Mark;
3. Petition for Grant of Letters. Oath has been taken by Clinton County
Register of Wills;
4. Estate Information Sheet; and
5. Check for $216.00 representing the filing fee.
I request Letters Testamentary be granted to Eileen L. Yothers and Ruth M. Lannan as
Co-Executrices and returned to my office in the envelope provided.
If you should require additional information, please do not hesitate to contact my office.
Sincerely~~y~u~
Larry E. C~
LEC:kw
Enclosures
cc: Eileen Yothers (w/o encl.)
Ruth Lannan (w/o encl.)
Estate of Betty L. Mark
also known as Elizabeth L. Mark
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Deceased. SS# 166-14-0408
Petitioner(s) who is/are 18 years of age or older, apply(ies) for:
-0770
(COMPLETE "A" OR "B" BELOW:)
X A. Probate and Grant of Letters Testamentary and aver that Petitoner(s) is/are the executor named in the last Will of
the Decedent, dated May 11, 2000 and codicil(s) dated
State relevant circumstances, e.g. renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the
documents offered for probate; was not the victim ora killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(d.b.n.c.t.a; pendente lite; d.a.; d.m.)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was surmve~_ yit'he folli~ing spou~seffi
any) and heirs: '
NAME RELATIONSHIP ~': :., :
(Complete in all cases:) Attach additional sheets if necessary, c,>
Decedent was domiciled at death in City of Carlisle, Cumberland County, Pennsylvania, with his/her last family or principal
residence at 119 A Street, Carlisle, PA 17013
(list street, number and muncicipality)
Decedent, then 8__~_3 years of age, died July 25_, _2004_, at 119 A Street, Carlisle, PA 17013
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: 258 S. Jones Street, Lock Haven, PA 17745
(Location)
10,000.00
70,000.00
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the
[cant of letters in the appropriate forms to the undersigned:
~ _ SIGNATURE [ TYPED OR PR1NTED NAME AND RESIDENCE
X Cc~..~ ~ k~ ~ / Eileen L. Yothers, 119 A. Street, Carlisle, PA 17013
~.L~t.j~ l/J, ~Ll]L_,~_~t~t/r~ ~ Ruth M. Lannan, 316 High Street, Lock Haven, PA 17745
Oath of Personal Representative
Commonwealth of Pennsylvania
County of
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
representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirme, d.gnd subscribed
before mg this f '~ day of ~ Eileej~. Yothers ' ,*"/
/17 ~uth M. Lannan - -
~' GAlL M. GEPHAJ~
..-- ~ ...... : , .._n~_~.a ~,~;~ i
rot me ~eg~s~er ·
j
NO.
Estate of_Betty L. Mark a/k/a Elizabeth L. Mark
Social Security No. 166-14-0408 Date of Death:
AND NOW, ,20
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters X Testamentary of Administration
are hereby granted to Eileen L. Yothers and Ruth M. Lannan
,Deceased
July 25, 2004
in the above estate and that the instrument(s) dated May 11, 2000 '-,:~ i~
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
goo. OD
lO- oO
oq16 .oo
, in consid~ of tt~etitior~tt~he
(d.b.n.c.t!,~: pendente lilt& d.a.; d.m.) ~
FEES
Letters ......................$
Short Certificate(s) ....... $
Renunciation .............. $
Affidavits ( ) ............. $
Extra Pages ~ ........... $
Codicil .................... $
JCP Fee ................... $
Inventory ................. $
Other ...................... $
TOTAL ........ $
Register of W~ls
Attomey:_Larry E. Coploff, Esquire
I.D. No.: 26075
Address: 136 E. Water St
Lock Haven, PA 17745
Telephone: 570-748-7771
his is 1o certify that the information here given is correctly copied from an original certificate of demh duly likJ i~l
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for pemmncnl filing
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 10481633
No.
H105 143 Rev 2/87
NAME OF DECEDENT (F rs, Middle. Last)
~. -~ET'rf L, r4r~c,K
Local Regis~ --
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE FILE NUMBER
[SEX I SOCIAL SECURITY NUMBER
A.K.A.. ~'l,~ahelk' L. ~aEK z Ic'em^lE. =. IL~, -- Iq -- OqO~
IPLACE OF DEATH (Check only 0r~e - see instructions on other side)
Date
DATE OF DEATH (Month. Day. Year)
DATE OF BIRTH [ BIRTHPLACE City and
~:) '~ Yrs (Month, Day, Year) I Sta e or Fore gn Country) HOSPIT,eJ_:lnpatie~t
R. q - ILI - Z I [] ER/Outpatient [] •DA [] OTHER:
COUNTY OF DEATH CITY. BORO. TWP OF DEATH
FACILITY NAME (If not institution, give streel and number) IWAS DECEDENT OF HISPANIC ORIGIN? IRACE - Americar, lndian Black
Cumberland Carlisle lsd 119 "A" Street l"°~;]Yes[]gYes'specifyCuban' I(specify) . ,whdee,,
DECEDENT'S USUAL OCCUPATIONKIND OF BUSINESS I INDUSTRY DECEDENT'S EDUCATION SURVIVING SPOUSE
o w~ki~g tile; do not use ~l~e red) D S. ARMED FORCES? Divorced (Specify)
iP Cede) I DECEDENTS 17a. Stale ~'~. Did
[[ ~1/01 .~P-.C'C~ ACTUAL 17C. [] Yes, decedent livedin ~wp
RESIDENCE decedent
(See instructions live in a
within actual limils d, cit y/bore
FATHER'S NAME (First. Middle. Lasl) MOTHER'S NAME (F rs M ddle Maiden Surname) .
INFORMANT'S NAM~ ,Type/Print, I,.;ORMA;,T'S ;A'~LING AD' ~)'R;S'; t<St('~reet, Cify~owf;, ;taLL, ZipS•de,
METHOD OF DISPOSITION DATE OF DISPOSITION PLACE OF DISPOSITION- Name of Cemetery Crematory LOCATION - C yrrown, S a e, Z p Code
Oonaticn[] Bunalr~c .... ion[~ .... ,,mmSlate•_1, ............ , _ _. Iorother-- I __
SIGNA E OF FU ERAL SE VICE LICENSEE PERSON A( 3 AS SUCHLICENS NUM R ' NAME AND ADDRESS OF FACILITY !
:~mgete ite%~ 23a:%?~y ~,,n ?~fyi,~ I TO the besl o~ my knowledge, d ~.~l~'th oc~rred al th~ tiJ3~r, dale and place slat~..~ I L cENsE N~MBeR I Date s~GNED
Items 24-26 taus be completed byT ME F ' ' ' '
[ O DEATH ~ DATE PRONOUNCED DEAD__(Month Day Year) WAS CASE REFERRED TO A MEDICAL EXAMINE~4~)RON
.... t .............. o~
it any, leading lo imme(~ale [ DUE TO (OR AS A CONSEQUENCE OF):
cause Ente( UNDERLYING
CAUSE (Disease or injury c
that initiated events DUE TO (OR AS A CONSEQUENCE OF):
resu~ring on death ) LAST d
AVAILABLEWERE AUTOPSY FINDINGS I MANNER OF DEATHpRIOR TO J, . __..____ J J J
PERFORMED?
INJURY
OCCURRED
COMPLETION OF CAUSE Nalural Homicide []
OFDEATH? IA=de., ~ Pe.d,.~,.ve,,ga,,on DI I I Ye,• NoBI
Yes
Yes
I I U No L-J j SuicideU Could roi be determined J PLACE OF INJURY- a home. farm street factory o~ I LOCATION (Street, Cilyrrown~late)
[:] 3o..1~~ 13o.. M DOc. 30d.
'CERTIFYING PH YS C AN (Physician cedif¥in(i cause of death when another physician has pronounced death and completed item 23
· To/he best of my knowlet~ge, death occhrr~d due to the causes(s) and ~anner as stated ................................................................. .~
*PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both p¢onouncing death and cerli~irK,1 to cause of death) ~
To the best of my knowledge, death occurred at the time, date, and place, and due to the causes(s) and manner as stated ...................... LJ
'MEDICAL EXAMINER/CORONER
On the basis of examination and/or InvestlgMion, In my opinion, death occurred at the time date and place and due to the causes~s) and
manner as tflle~J ............................................................................................. .~..,....' .............. ' ........................................ []
~ REGISTRAR'S SIGNATUREI
LICENSE NUMBER i DATE S GNED (NIOnth [;)ay Year)
NAME AND A~RESS OF PERSON ~O ~MPLETED CAUSE~OF~EATH ,
(Item 27) Type or Print
DATE F LED (Month, Day, Year)
LAST WILL AND TESTAMENT
I, BETTY L. MARK, of the City of Lock Haven, Clinton County, Pennsylvania.
being of sound and disposing mind, memory, and understanding, do hereby make, publish.
and declare this to be my Last Will and Testament, hereby revoking all former Wills and
Codicils by me at any time heretofore made.
ITEM 1.
I direct that all of my debts not barred by applicable statute of
limitations, faneral expenses, and taxes of whatever kind, inheritance, estate, transfer or
succession tax, by whatever jurisdiction levied, shall be paid by my Executrix hereinafter
named as soon after my decease as may be convenient; and I direct that all said taxes shall be
paid as an expense of administration out of my residuary estate.
ITEM 2. All the rest, residue, and remainder of my estate, real, personal, and
mixed, of whatever the same may consist and wherever situate, I giveZ~i~ise, a~t~d beq_~. ~h
to my daughters, EILEEN L. YOTHERS and RUTH M. LANNAN; in equa~ares,i
absolutely. The share of the residue of my estate of a daughter who p~deceas~me
pass to the survivors of my grandchildren, RUTH WARD, RACHEL YOTH~RS,
LANNAN, and MATHEW LANNAN, in equal shares.
iTEM 3.
i nominate, constitute and appoint my daughters, EiLEEN L.
YOTHERS and RUTH M. LANNAN, or the survivor of them, Co-Executrices of this, my
Last Will and Testament. If both Eileen L. Yothers and Ruth M. Lannan fail to qualify or
cease to act as Executrices, I appoint RUTH WARD and MARK LANNAN, or the survivor
of them, substitute Co-Executors of this, my Last Will and Testament.
ITEM 4. I direct that my Executrices and substitute Executors, shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
1N WITNESS WHEREOF, I, BETTY L. MARK, the within named testatrix, have to
this, my Last Will and Testament, typewritten on two (2) sheets of paper, set my hand and
sealthis /[ dayof~/~/~. ,- _ _
,2000.
In our presence the above named testatrix signed this and declared it to be her Will;
and now, at her request, in her presence, and in the presence of each other, we sign as
witnesses.
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF CLINTON )
SS:
I, BETTY L. MARK, the testatrix 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 that I signed it willingly and as my free and
voluntary act for the purpose therein expressed.
Sworn to or affirmed and acknowledged before me by BETTY L. MARK, the
testatrix, this / [ day offS. ~ , 2000.
U
Notary ~ubl~c [ NOTARIAL SEAL
I Larry E. Cop/off Notary Public
I Lock Haven, Clinton County, PA
COMMONWEALTH OF PENNSYLVANIA ) M Co
I Y mmission Exp res Jan 9, 2004
) SS:
COUNTY OF CLINTON )
We, Carolyn E. Crays, Jerelyn G. Rosamilia and
Jennifer L. Forshey , the witnesses whose names are signed to
the attached or foregoing instrument, being duly sworn according to law, do depose and say
that we were present and saw the testatrix sign and execute the instrument as her Last will;
that the testatrix signed willingly and executed it as her free and voluntary act for the
purposes therein expressed; that each subscribing witness in the hearing and sight of the
testatrix signed the Will as a witness; and that to the best of our knowledge the testatrix was
at the time 18 or more years of age, of sound mind and under no constraint or undue
influence.
Sworn to or affirmed and subscribed to before me by
Jerelyn .G. aosanuili, a~and Jennifer Forshey
this /'/~day of ,,~",P~t.~ ~ 2--0~0~
Carolyn E. Crays,
witnesses,
NOTARIAL SEAL
~ E. Cop~off No~E Publ~ '
Lock Haven, Clinton Count, PA
~ Commission ~pires Jan. 9, 2004
.CERTIFICATION OF NOTICE UNDER RULE
Name of Decedent: BETTY L. MARK A/K/A ELIZABETH L. MARK
Date of Death: JULY 25, 2004
File No. 21-04-0770
To the Register:
I certify that notice of beneficia! interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries on the above-captioned estate on
S~Jg~P~II~ ~., 2004.
Name
Address
Eileen L. Yothers, 119 A. Street, Carlisle, PA 17013
Ruth M. Lannan, 316 High Street, Lock Itaven, PA 17745
Notice has now been given to all persons entitled thereto under rule 5.6(a) except:
None
Signatur
Name: Ll~rty'E. Coploff, Esquire
Address: 136 E. Water Street
Lock Haven, PA 17745
Telephone: (570) 748-7771
Capacity: _
X
Personal Representative
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128.0601
REV- 1162 EX(1 1.96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
COPLOFF LARRY E
1 36 EAST STREET
LOCK HAVEN, PA 17745
____un fold
ESTATE INFORMATION: SSN: 166~ 1 4~O408
FILE NUMBER: 2104-0770
DECEDENT NAME: MARK BETTY L
DATE OF PAYMENT: 06/23/2005
POSTMARK DATE: 06/23/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 07/25/2004
NO. CD 005479
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,497.61
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TOTAL AMOUNT PAID:
$2,497.61
REMARKS:
CHECK# 13133
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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COMMONWEALTH OF f'ENNSYL VANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRtS8URG. PA 17128..()6()1
DECEDENTS NAME (LAST, FIRST, AND MIDDlE INITlAL)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
o 2. Supplemental Return
o 4a. Future Interest Compromise (date 01 death after
12-12-82)
o 7. Decedent Maintained a Living Trust (Attach
copy of Trust)
o 10_ Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95
THIS SEC110N MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENl1AL TAX INFORMATION SHOULD BE DIRECTED TO:
AME COMPLETE MAILING ADDRESS
Larry E Coploff
Mark, Betly L
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DATE OF BIR
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FILE NUMBER
21 04
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
00770
NUMBER
07/2512004
04/14/1921
166-14-0408
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13-82)
o
o
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11.Election to lax under Sec. 9113(A) (Attach Sch 0)
136 East Water Street
Lock Haven, PA 17745
(1) 70,100.00
(2) 745.83
(3) None
(4) None
(5) 16,615.67
(6) 143.99 J
(7) None
(8)
(9) 29,550.19
(10) 3,050.12
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(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
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87,605.49
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IllI 6.
o 9.
1. Original Return
4. Limited Estate
Decedent Died Testate (Attach copy
otWiIl)
Litigation Proceeds Received
(11)
32,600.31
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IRM NAME (If applicable)
Coploff, Ryan & Welch
ELEPHONE NUMBER
570/748-7771
(12)
55,005.18
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointty Owned PrDperty (Schedule F)
o ' Separate Billing Requested
7. Inter-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)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
55,005.18
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
20. O.
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a}(1.2)
z 16. Amount of Line 14 taxable at lineal rate 55,005.18 x .045 (16)
0
~
~ 17.Amount of line 14 taxable at sibling rate .12 (17)
~ x
2
0
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~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
~
19. Tax Due (19)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
2,475.23
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
2,475.23
>>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
Copyright 2000 form software only The Lackner Group, Inc.
Form REV.1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
119 A Street
CITY
Carlisle
I STATE PA
IZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2,475.23
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
22.38
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3) 22.38
(4)
(5) 2,497.61
(SA)
(5B) 2,497.61
Total Interest/Penalty (D + 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.
Make Check Payable 10: 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;............ ............... ................. .................................. 0 181
b. retain the right to designate who shall use the property transferred or its income; ................................... 0 ~
c_ retain a reversionary interest; or................ ................... ...................................................... ...................... 0 ~
d. receive the promise for life of either payments, benefits or care? .........m.................m..........................m. 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .................................._................................. ................h_ .............................. 0 ~
3. Did decedent own an "in 1rust for" or payable upon death bank account or security at his or her death? ......m 0 IRI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............ .....................-.-..................................................... .................. 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return. including accompanying SChedules and statemenls, and to the best of my knowledge and belief. it is true, correct and complete. Declaration
of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS
EiI n L. Yolhers
OATE
119 A Street
Carlisle, PA 17013
N
ORES
316 High Street
LockHaven,PA 17745
A E
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. 99116 (a) (1.1) (i)].
For dates of death on or atter 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. 99116 (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. ~9116
1.2) [72 P.S. 99116 (al (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs 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.
~
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LAST WILL AND TEST AMENT
I, BETTY L. MARK, of the City of Lock Haven, Clinton County, Pennsylvania.
being of sound and disposing mind, memory, and understanding, do hereby make, publisr..
and declare this to be my Last Will and Testament, hereby revoking all former Wills and
Codicils by me at any time heretofore made.
ITEM I.
I direct that all of my debts not barred by applicable statute of
limitations, funeral expenses, and taxes of whatever kind, inheritance, estate. transfer or
succession tax, by whatever jurisdiction levied, shall be paid by my Executrix hereinafter
named as soon after my decease as may be convenient; and I direct that all said taxes shall be
paid as an expense of administration out of my residuary estate.
ITEM 2.
All the rest, residue, and remainder of my estate, real, personal, and
mixed, of whatever the same may consist and wherever situate, I give, devise, and bequeath
to my daughters, EILEEN L. YOTHERS and RUTH M. LANNAN, in equal shares,
absolutely. The share of the residue of my estate of a daughter who predeceases me shall
pass to the survivors of my grandchildren, RUTH WARD, RACHEL YOTHERS, MARK
LANNAN, and MATHEW LANNAN, in equal shares.
ITEM 3.
I nominate, constitute and appoint my daughters, EILEEN L.
YOTHERS and RUTH M. LANNAN, or the survivor of them, Co-Executrices of this. my
Last Will and Testament. If both Eileen L Yothers and Ruth M. Lannan fail to qualify or
cease to act as Executrices, I appoint RUTH WARD and MARK LANNAN, or the survivor
of them, substitute Co-Executors of this, my Last Will and Testament.
ITEM 4.
I direct that my Executrices and substitute Executors, shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, BETTY L. MARK, the within named testatrix, have to
this, my Last Will and Testament, typewritten on two (2) sheets of paper, sel my hand and
seal this --LL- day Of~, 2000.
~.~cmad6
In our presence the above named testatrix signed this and declared it to be her Will;
and now, at her request, in her presence, and in the presence of each other. we sign as
witnesses.
t. 1J-/'/tF
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~()(L1kwen PA
COMMONWEALTH OF PENNSYLVANIA
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)
)
SS:
COUNTY OF CLINTON
I, BETTY L. MARK, the testatrix 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 that I signed it willingly and as my free and
voluntary act for the purpose therein expressed.
Sworn to or affirmed and acknowledged before me by BETTY L. MARK, the
testatrix, this ~ day of err; ~' 2000.
COMMONWEALTH OF PENNSYLVANIA
)
)
)
SS:
NOTARIAL SEAL
Larry E. Coploff Notary Public
Lock Haven, Clinton County PA
My Commission Ex ires Jan. 9, 2004
COUNTY OF CLINTON
We. Carolyn E. Crays, Jerelyn G. Rosamilia and
Jennifer L. Forshey , the witnesses whose names are signed to
the attached or foregoing instrument, being duly sworn according to law, do depose and say
that we were present and saw the testatrix sign and execute the instrument as her Last will:
that the testatrix signed willingly and executed it as her free and voluntary act for the
purposes therein expressed; that each subscribing witness in the hearing and sight of the
testatrix signed the Will as a witness; and that to the best of our knowledge the testatrix was
at the time 18 or more years of age, of sound mind and under no constraint or undue
influence.
Sworn to or affirmed and subscribed to before me by Carolyn E. Crays,
Jerelyn G. RoSamilia~and Jennifer Forshey ,witnesses.
this .iL!! day of fltll''t ' 2000.
{~r-- f - ~d~/
(-<- J 720; -.J.- u
NOT ARJAL SEAL.
Larry E. Cop!off Notary Public' .
Lock Haven, Clinton County, PA
My Commission Expires Jan. 9, 2004
.
SCHEDULE A
REAL ESTATE
CQUMONWEAL TH Of PENNSYl YANIA
tNHEAtTANCETAX REllJRN
RESIDENT DeCEDENT
ESTATE OF
Mark, Betty L
I FILE NUMBER
21 - 04 - 00770
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
I
DESCRIPTION
VALUE AT DATE OF
DEATH
70,100.00
ALL THAT CERTAIN lot, piece or parcel of ground situate in Proctor Myers' First Addition to the City
of Lock Haven, Clinton County, PA; BEING the same premises conveyed by Harold B. Mark and Betty
L. Mark, his wife, to Harold B. Mark and Betty L. Mark, his wife, by Deed dated April 17, 1969, and
recorded in Clinton County Deed Book Volume 226, Page 83. The said Harold B. Mark died July 17,
1991 thereby vesting the above described premisesly solely in Betty L. Mark.
Sales price - see attached settlement statement
TOTAL (Also enter on Line 1, Recapitulation)
70,100.00
A. Settlement Statement
U.s. Department of Housing
and Urban Development
~
1r
OMB No. 2S02..()26S (Page I)
B. Type of Loan
1. OFHA 2. DFmHA 3. DConv.Voins. 6.FileNumber
4. 0 VA 5. 0 Cony. Ins.
7. Loan Number
8. Mortgage Insurance Case Number
n.llron... fIInds1lodto p...yo. .1tI1enI"'I~futu" Jddemml..m.Am"""bpold to IJId bylll"'_on'._larelll<nm. limn.......... ~(......e.)~....... paid oabldolhedOlll..; Iller on........ .....
..r.nnatlo..I..........._....n.'.....deol.lntll.etotalo.
C.Note:
258 S. Jones Street, 4th Ward, Lock Haven, Clinton County, PA
Parcel No. M-02.E
r" Name, AddIess, and Taxpayer identification # of Seller r' Name aod Address of Lender
Estate of Betty Marks N/A
Eileen L. Yothers and
Ruth M. Lannan, Co-Executrices
136E. WaterSt.,LockHavenPA
H. Settlement Agent Name, AddJess and Taxpayer Identification Number
Lany E. Coploff, Esquire
136 East Water Street
LockHaven,PA 17745
Place of Settlement
136E. WaterSt, Lock Haven PA 17745
K. Summary of Seller's Transadion
400. Gross Amount Due To Seller
I. Settlement Date
6/10/2005
D. Name and Address ofBoll'Ower
Michel 1. and Anna M. Ellis
2065 Dogwood Lane
Bethlehem, PA 18018
G. Property Location
J. Summary of Borrower's Transactions
]00. Gross Amount Due From Borrower
101. Contract sales price 70,100.00 401. Contract sales price 70,100.00
102. Personal Property 402. Personal Property
103. Settlement charges to borrower Oine 1400) 1,428.75 403.
104. 404.
105. 405.
Adjustments for items paid by seller In advance Adjustments for Items paid by seDer In advance
106. City/towntaxes 06110/05 to 12131/05 198.98 406. City/town taxes 06110/05 to 12131105 198.98
107. County taxes 06l10/05to 12/31105 159.99 407. County taxes 06110/05 to 12131/05 159.99
108. Assessments to 408. Assessments to
109. School Tax 06/10/05 to 06/30/05 34.48 409. School Tax 06/10/05 to 06/30/05 34.48
110. Garbage Fee 410. Garbage Fee
Ill. 411.
Il2. 412.
110, Gross Amount Due From Borrower 71,922.20 420. Gross Amount Due To Seller 70,493.45
200 Amounts Paid By Or in Behalf Of Borrower
500. Reductions in Amount Due To Seller
201. Deposits or earnest money 500.00 SOL Excess deposit (see instructions)
202. Principal amount of new loan(s) 502. Settlement charges to seller (line 1400) 5,637.50
203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to
204. 504. Payoff of first mortgage loan City ofLH 1,000.00
205. 505. Payoff of second mortgage loan
206. 506.
207. 507.
208. 508.
209. 509.
Adjustments for items unpaid by seller Adjustments for items unpaid by seller
210. City/town taxes to 510. City/town taxes 01101/05 to 12/31105 356.02
211. County taxes to 511. County taxes 01/01/05 to 12/31/05 286.25
212. Assessments to 512. Assessments to
213. School Tax to 513. School Tax to
214. 514. City of Lock Haven - final water/sewer 62.70
215. 515. Meter setting charge 50.00
216. 516.
217. 517.
218. 518.
219. 519.
220. Total Paid BylFor Borrower 500.00 520. Total ReductloD Amount Due Seller 7,392.47
300. Cash At Sel:Uement Fromlfo Borrower 600. Cuh At Settlement ToIFrom Seller
301. GToss Amount due from borrower (line 120) 71,922.20 601. Gross Amount due to seller (line 420) 70,493.45
302. Less amounts paid by/for borrower (line 220) ( 500.00 602. Less reductions in amI. due seller (line 520) ( 7,392.47)
303. Casb [K] From D To Borrower $ 71,422.20 <Ill. Cash IKJ To o From SeDer $ 63,100.98
I have can:fully teYiewed !he HUD-l Settlement StllletnCDt and to !he best of my knowledp and bebef, It IS a trIIe IDd aecuram staletnCDl of all recelp!ll and diablll'SellleIlbl m.aru. 011 my
accouDlorbymein . Inm '00.1 rcertifythallvavereceived.COlllPlctedCOPYOfpagesland20fllhiaHUD-lSettlement~S 1etnCD.!;.J
lAYd//! ,7_~
rrower Seller }ileen L. Yoth ~co- ccutrix
, fgJ.J:1C In "1'~
rrower AlUla M. Ellis Seller Ruth M. Lannan, a-Executrix
SETTLEMENT AGENT CERTIFICATION Seller', Taxpayer IdentlficaUoD Number Sollcltatlon nd Certification
~~~= hove.Ji!.lhi...d~a,:_IIld""""'""""""-toflhia-.ctiCl1l.lhove ='~E- ~~~::C>It-~~. ==="ft".~~..umC':~=
/" /;,,~ beonbjOl:t dviloriri!ainli impoao!I_byl......usulerJt'!08ldeiofpc$ry,'oOl1ify"'-dielflllSlbOr
lD/I'f"t7S 1Ibo...."" _..myc:onOl:tmpayer,deDtifiomllDlIUlS\bcr.
tAgent Date
WAP.NING: It iu 'odOIl hii:l a~~"::""':"';::~=~~rtI":I~!~~~~,j
~~8W'o"""'-.... -.---
Seller'sSiJ!;nature
o.~
RESPA, HB 4305.2
HUD-13191
L, Settlement Charges
700. Total SaJeslBroker's Commission based on S
Division of Commission (line 700) as follows:
701. $ to
702. $ to
703. Commission paid at Settlement Coldwell Banker Renninger Realty
704.
800, Items Payable in Connection With Loan
@
%=
Paid From
Borrower's
Funds at
Settlement
...."
PlUd From
Seller's
Funds at
Settlement
4,206.00
801. Loan Origination Fee %
802. Loan Discount %
803. Appraisal Fee to
804. Credit Report to
805. Lender's Inspection Fee to
806. Mortgage Insurance Application Fee to
807. Assumption Fee
808. Flood Certification Fee to:
809.
810.
811.
900.
901.
902.
903.
904.
905.
1000.
1001.
1002.
1003.
1004.
1005.
1006.
1007.
1008. Ao""",oatc Reserve Ad'usOOent
BOO. Title Charge!
Items Required By Lender To Be PllId In Advance
Interest from to @$
Mortgage Insurance PTemiwn for
Hazard Insurance Premium for
/day
months to
years to
Reserves: Deposited With Lender
Hazard Insurance
Mortgage Insurance
City property taxes
County property taxes
Annual assessments
School Taxes
'I!!I .
'@ .
'I!!I .
'''' ,
'I!!I .
'I!!I .
,@ .
per
po<
po<
po<
per
per
per
1101. Settlement or closing fee to
1102. Abstract or title search to
1103. Title examination to
1104. Title insurance binder to
1105. Document preparation to
1106. Notary's fees to
1107. Attorney's fees to
(includes above items numbers: )
1l08. Title insurance to Larry E. Coploff, Esquire 684.75
(includes above items numbers: llOI, 1102, 1103, 1104 )
1l09. Lender's coverage I
IllO. Owner's coverage I 70,100.00
1111.
1112.
1113.
1200, Government Recording and Transfer Charges
1201. Recording fees: Deed $ 43.00; Mortgage $
1202. City/county tax/stamps: Deed $ 701.00 ; Mortgage $
1203. State taxlstamps: Deed $ 701.00 ; Mortgage $
1204. UPIstamp fee
1205.
1300. Additional Settlement Cha~e'
1301. Survey to:
1302. Pest 1nsDection to:
1303. H hrey's Pest Control
1304.
1305.
1306.
1307.
BOS.
1309.
1400. Total Settlement Charges (enter on Une,103, Section J and 502, Section K) 1,428.75 5,637.50
Initial Escrow Account StlItcDlenl Required by Sedlon 10 (c) (I) orthc Rul Estlltc Settlemeal Procedares Act (RESPA)
Ifchecked,D thetenns of)'lJUr1oan mruircyou to have an cscrowaeoounttoassurethatthe certain obligations relating to the mortgaged propmy, such as taxes, insurance
premiums and other charges are paid The amount specified below will be collected, along with your mortgage principal and interest payments, dwing the fim 12 months after
your lIC(:ount is opened to pay these anticipated expenses: Escrow Aawnt
Beginning nale: Your escrow acrount paymenl wW be S per
Payee Purpose Anlldpated Due Date Estimated Amount
; Releases $
43.00
701.00
0.00
0.00
701.00
15.00
715.50
HUD-13!91
RESPA, lIB 4305.2
'*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENN$Yl VANIA,
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mark, Betty L
I FILE NUMBER
21 - 04 - 00770
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
I Series E US Savings Bond Q6385029230E issued 12/1979 face value $25 88.97
2 Series E US Savings Bond Q6356719356E issued 10/1979 face value $25 88.14
3 Series E US Savings Bond Q6356719103E issued 9/1979 face value $25 88.14
4 Series E US Savings Bond Q6347772351E issued 8/1979 face value $25 88.14
5 Series E US Savings Bond Q6345418654E issued 6/1979 face value $25 89.90
6 Series E US Savings Bond Q6345419044E issued 6/1979 face value $25 89.90
7 Series E US Savings Bond Q6260437538E issued 5/1978 face value $25 91.05
8 Series E US Savings Bond Q620208895I E issued 10/1977 face value $25 121.59
TOTAL (Also enter on line 2, Recapitulation) 745.83
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEAL 1H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mark, Betty L
I FILE NUMBER
21 - 04 - 00770
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on schedule F.
ITEM
NUMBER
I
DESCRIPTION
VALUE AT DATE OF
DEATH
9,283.90
A cottage situate in Porter Township, Clinton County, PA with no land - assessed value $2630 - common
level ration 3.53 ~ fair market value $9,283.90 - See attached assessment card
2
Furniture and personal properly - sales prices at auction
7,297.29
3
Prorate school taxes at closing
34.48
TOTAL (Also enter on Line 5, Recapitulation)
16,615.67
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*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMQNWEfo.LTHOF PENNSYlVANIA.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mark, Betty L
I FILE NUMBER
21 - 04 - 00770
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S} NAME
A Eileen L. Yothers,
ADDRESS
RELATIONSHIP TO DECEDENT
119 A St., Carlisle, PA \7013
Daughter
B Ruth M. Lannan
316 High Street, Lock Haven, PA 17745
Daughter
JOINTLY OWNED PROPERTY:
-
LETTER DATE DESCRIPTION OF PROPERTY 1 %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENTS INTEREST
estate.
1 IIIE 1991 M & T Bank - checking account #400600813 436.33 33% 143.99
TOTAL (Also enter on line 6, Recapitulation) 143.99
.
SCl-EDULEH
FlI'ERAI... EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEAL:n-l OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mark, Betty L
I FILE NUMBER
21 - 04 - 00770
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
1 Helt Funeral Home - funeral services 9,881.55
2 W. P. Urbine Monement - lellering on marker 125.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year( s) Commission paid
2. Attorney's Fees Coploff, Ryan & Welch 5,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation) 3,500.00
Claimant Eileen Yothers
Street Address 119 A Street
City Carlisle State PA Zip 17013
Relationship of Claimant to Decedent Daughter
4. Probate Fees Cumberland County Register of Wills 272.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
I City of Lock Haven Water Deaprtment - water/sewer bills 400.54
2 Fred Hamm Disposal - dumpster hauling for clean out of house 1,169.88
Total of Continuation Schedule(s) 9,201.22
TOTAL (Also enter on line 9, Recapitulation) 29,550.19
.
SchecUe H
Rn!raI Expel s e s &
Ami'McIi\leCostscxninJed
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mark, Betty L
I FilE NUMBER
2! - 04 - 00770
3
S & S Plumbing - repairs at house
648.28
4
Walker's Hardware - supplies for repairs/fIXing at house
94.03
5
PPL - electric bills
307.62
6
Montour Oil - fuel oil bills
1,438.99
7
Walt's Cleaning - cleaning of house
350.00
8
Millville Mutual - homeowner's insurance premiums
343.00
9
Love's Disposal - garbage/refuse removal
48.50
10
City of Lock Haven - meter setting charge
50.00
II
2005 County Township prorated real estate taxes
283.30
12
Coldwell Bankers - realtor commission
4,206.00
13
Clinton County Recorder of Deeds - transfer tax
701.00
14
UP! stamp fee on Deed
15.00
15
Humphrey's Pest - treatment
715.50
Page 2 of Schedule H
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEAlTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mark, Betty L
I FILE NUMBER
21 - 04 - 00770
Include unreimbursed medical expenses.
ITEM
NUMBER
I
DESCRIPTION
AMOUNT
Check #6779 dated 7/16/04 cleared after date of death
66.00
2
Check #6780 dated 7/25105 cleared after date of death
56.00
3
Pinnacle Health Infusion - medical bills
817.79
4
John Hopkins University - medical bills
89.01
5
Lane HMA Physicians - medical bill
31.99
6
Cumberland Goodwill Fire Rescue - medical bill
43.58
7
West Shore MS - medical bill
133.26
8
Adelphia - final television cable bill
16.52
9
City Treasurer - 2004-05 School real estate taxes
616.66
10
CME - medical bill
21.30
II
AT&T - fmal telephone bill
80.01
12
Dr. Hartzell - medical bill
78.00
13
City of Lock Haven - mortgage payoff - see attached statement
1,000.00
TOTAL (Also enter on Line 10, Recapitulation)
3,050.12
... ......~
dS ~9:37 From:CITY OF LOCK HAVEN 5708935905
To: 5707487120
P.2/2
CITY OF LOCK HAVEN
20 e. CHURCH 8'1"REET
LOCK HAVEN, I'A 177411-2599
PHONE: (670)8113-6000
FAX: (070) 1I93051lO1l
E-MAIL: IhcllyOl<cnet.o.ll
JUNE S, 200S
TO WHOM IT MAY CONCERN:
THE CITY OF LOCK HAVEN, 'l'HROUGH THE CJTY OF LOCK HAVEN MUL TI-MUNTCIPAL
HOME HOUSING RBHABILIT ATlON PROORAM. HAS A LmN AGAINST THE PROPERTY OF
BETTY L. MAJU{ 01' 258 SOUTH JONES STREET, LOCK HAVEN, PA
THE PAY OFF FOR '!'HE LIEN OF $10,000.00, RECORDED IN BOOK 781 PAGE 274 IS $1,000 00
11LL NOVEMBER 28, 2005. THIS LlEN IS A DEFERRED GRANT LIEN THAT IS REDUCllD BY
IO"A. EACH YEAR THE INDIVIDUAL CONTiNUeS TO OWN AND LIVE IN THE STRUCTURE.
Al'TER 10 YEARS THIS 1,.IEN WILL BE FORGIVEN IF ABOVE CONDITIONS CONTINUE.
S;NCBREL~ ~
:-- DAVIDE. QRIMM
HOUSING REHABILIT A nON OFFICE
REV.1513 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mark, Betty L
I FILE NUMBER
21 - 04 - 00770
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I Eileen L. Yothers, 119 A Street, Carlisle, PA 17013 Daughter 1/2 residue
2 Ruth M. Lannan, 316 High St, Lock Haven, PA 17745 Daughter 1/2 residue
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 I
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
, Deceased
No. 21 - 04 - 00770
Date 01 Death 712512004
Social Security No. 166-14-0408
Estate 01 Mark, Betty L
also known as Mark, Elizabeth L.
Eileen L. Yothers Ruth M. Lannan
The Personal Representative(s) of the above Estate, deceased, verily that the items appearing in the lollowing Inventory
include all of the personal assets wherever situate and all 01 the real estate located in the Commonwealth of Pennsylvania
01 said Decedent, that the valuation placed opposite each item 01 said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth 01 Pennsylvania except that
which appears in a memorandum at the end of this Inventory. INVe verify that the statements made in this Inventory are true
and correct. INVe understand that false statements herein are made subject to the penalties 0118 Pa. C. S. Section 4904
relating to unsworn lalsification to authorities.
Attorney:
Larry E Coploff
Personal Representative
Signature: J:J ~;i UAAh
Signature: ffil:~ Yothers mo;;;['" It' .
\...._.A jj...) ~" ~
Rut!'[ M. Lannan
LD. No.:
2W75
Signature:
Address:
136 East Water Street
Lock Haven, PA 17745
Address: 119 A Street
Carlisle, PA 17013
Telephone: 570n48-777I
Telephone: 7172493190
Dated:
b -:?tJ-o?005~
Personal Property
Series E US Savings Bond Q6385029230E issued 1211979 face value $25
88.97 :
Series E US Savings Bond Q6356719356E issued 1011979 face value $25
c.:' 88.14
Series E US Savings Bond Q6356719103E issued 911979 face value $25
88.14.
Series E US Savings Bond Q634 77723 51 E issued 8/1979 face value $25
N 88.14.
co
Series E US Savings Bond Q6345418654E issued 6/1979 face value $25
89.90
Series E US Savings Bond Q6345419044E issued 611979 face value $25
89.90
Series E US Savings Bond Q6260437538E issued 5/1978 face value $25
91.05
Series E US Savings Bond Q6202088951E issued 10/1977 face value $25
121.59
A cottage situate in Porter Township, Clinton County, PA with no land - assessed value $2630
_ common level ration 3.53 ~ fair market value $9,283.90 - See attached assessment card
9,283.90
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$87,461.50
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Eslate of Mark, Belly L
also known as Mark, Elizabeth L.
No. 21 - 04 - 00770
Date of Death 7/25/2004
Social Security No. 166-14-0408
, Deceased
7,297.29
Furniture and personal property - sales prices al auction
Prorate school taxes at closing
34.48
Total Personal Property
$17,361.50
2
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
, Deceased
No. 2] - 04 - 00770
Date of Death 7/25/2004
Social Security No. 166- ] 4-0408
Estate of Mark, Betty L
also known as Mark, Elizabeth L.
Real Estate
ALL THAT CERTAIN lot, piece or parcel of ground situate in Proctor Myers' First Addition
to the City of Lock Haven, Clinton County, PA; BEING the same premises conveyed by
~~R~~~L.~~~~~~R~~~L~~~
by Deed dated April 17, 1969, and recorded in Clinton County Deed Book Volume 226, Page
83. The said Harold R Mark died July 17, 199] thereby vesting the above described
premisesly solely in Betty L. Mark.
70,100.00
Sales price - see attached settlement statement
$70,100.00
Total Real Estate
3
09-05-2005
MARK
07-25-2004
21 04-0770
CUMBERLAND
101
APPEAL DATE: 11-04-2005
( See rellerse side under Objections)
Amount Remitted I 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 +--
REV:is47-EX-AFP-C03:0Sj-NOTicE-OF-iHHERiTANCE-TAX-APPRAIsEKENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BETTY L FILE NO. 21 04-0770 ACN 101
BUREAU OF INDIVIDUit:'(1!Ai:IC,", 0mrc n;
INHERITANCE TAX DIVI~t&NJ _I ,c,"F_'V \), ,v L...._ .
PO BOX 280601 r: ':( -'.' (
HARRISBURG PA 171Z8-06bl-~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INNERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLDWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
zeus SEP -2 Pill?: II
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLt:-.ii<
OF." ,
LARRY ~'i COPLOFF
COPLOFFETAL
136 E WATER ST
LOCK HAVEN
PA 17745
ESTATE OF MARK
*'
REV-15~7 EX AfP (06-05>
BETTY
L
TAX RETURN WAS: (X I ACCEPTED AS FILED
( I C_ED
DATE 09-05-2005
If an assessment was issued previously. lines 14. 15 and,or 16. 17. 18 and 19 will
reflect figures that include the total af ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIIow\t of Line 14 at Spousal rat. US)
16. A.ount of Line 14 taxable at Lineal/Class A rat. (16)
17. AIIo...t of u"" 14 at Siblil1ll rate 117J
18. AlIOl.mt of Line 14 taxable at Collateral/Class B r-.i:. (18)
19. Principal Tax Due
I
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule BI
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Sehedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. JointlY Owned Property (SChedule F)
7. Transfers (Schedule G)
8. Total Assets
III
(21
(31
(4)
151
161
(71
70,100.00
745.83
.00
.00
16.615.67
143.99
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. CostsIHisc. Exp~ses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
ll. Total Deductions
12. Hat Value of Tax Return
13. Cheritable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
29,550.19
191
1101
3.050.12
(lll
1121
1131
1141
(Schedula JI
NOTE:
.00 X
55,005.18 X
.00 X
.00 X
T
~UNT PAID
2,497.61
DATE
06-23-2005
~ER
CD005479
INTEREST/PEN PAID (-I
20.01-
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00 =
045 =
12 =
15 =
(191=
MOTE: To insure proper
credit to your accountl
sub.it the upper portion
of this for. with your
tex peyment.
87,605.49
3' 600 31
55,005.18
.00
55,005.18
.00
2,475.23
.00
.00
2,475.23
2,477.60
2.37CR
.00
2.37CR
I IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REllllIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CRI, YOU IlAY BE DUE
A REFUND. SEe REVER!;'F c:.Tnl:' nil:' ....u...... ----- ---
BUREAU OF INDIVIDUJU.C~1>:~n nr.:rr-:r'r- nf-"
INHERITANCE TAX OIVISIokl,-''''J, 'j,.!_' '-"[ '\)". '-"
PO BOX 280601 '
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
20as OCT 28 PH 3: 22
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
: ;,
LARRY E GDPLOFF
COPLOFF ETAL
136 E WATER ST
LOCK HAVEN PA 17745
REV-1607 EX AFP (03-05)
10-11-2005
MARK
07-25-2004
21 04-0770
CUMBERLAND
101
BETTY
L
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
-+
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
+-
RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1607 EX AFP (03-05)
ESTATE OF MARK
L FILE NO.21 04-0770
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
DATE 10-11-2005
BETTY
ACN 101
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: 09-05-2005
PRINCIPAL TAX DUE: 2,475.23
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-23-2005 CD005479 20.01- 2,497.61
09-26-2005 REFUND .00 2.37-
TOTAL TAX CREDIT 2,475.23
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
If 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" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
cv1\
~
Z-.
c
FAMILY SETTLEMENT AGREEMENT
AGREEMENT, executed this Ifi/J day of ~ ,2005, by and
between EILEEN L. YOTHERS and RUTH M. LANNAN, Co-Executrices ofthe Estate of
BETTY L. MARK a/k/a ELIZABETH L. MARK, deceased, and EILEEN L. YOTHERS and
RUTH M. LANNAN, heirs of BETTY L. MARK a/k/a ELIZABETH L. MARK, deceased.
WIT N E SSE T H:
WHEREAS, Betty L. Mark a/k/a Elizabeth L. Mark died on July 25,2004, leaving a
Last Will and Testament dated May 11, 2004, which was probated August 18, 2004; and
WHEREAS, on August 18,2004, Letters Testamentary were granted by the Register of
Wills of Cumberland County, Pennsylvania, to Eileen L. Yothers and Ruth M. Lannan; and
WHEREAS, the Executrices have proceeded with the administration of said Estate and
have prepared an Informal Accounting, a true and correct copy of which is attached hereto,
made a part hereof, and marked as Exhibit "A"; and
WHEREAS, the parties desire that the Executrices shall not be required to file a formal
accounting with the Orphans' Court of Cumberland County and that the net Estate of the
decedent shall be distributed without the necessity of filing a formal account.
NOW THEREFORE, the parties hereto, intending to be legally bound, mutually agree
as follows:
1. The parties hereto, and each of them, agree that they have fully and carefully
examined the Accounting attached hereto as Exhibit "A" and find it to be true and correct and
acceptable to the parties hereto and each of them, and further that each of them has received a
copy of this Agreement and of the said Accounting.
pt.
..
2. The parties hereto agree to the following distribution of the net Estate:
a. Eileen L. Yothers - one-half (1/2) of the balance for distribution.
b. Ruth M. Lannan - one-half (1/2) of the balance for distribution.
3. The parties hereto do hereby release, remise, and forever discharge the Estate of
Betty L. Mark, a/k/a Elizabeth L. Mark, and Eileen L. Yothers and Ruth M. Lannan, Co-
Executrices, of and from all manner of acts, suits, claims, accounts, accountings, debts, dues
and demands whatsoever which they or any of them or their legal representatives or assigns
may at any time hereafter have against the Executrices, the said Estate or the assets thereof,
from, for, touching or concerning any of the assets and property of the said Estate and/or any
claim or interest thereto or therein, and the administration, management, collection, sale or
distribution of any ofthe said assets and for or on account of any money, interest, income,
assets or proceeds out of the same, from the time of the death of the said decedent to and
including the date of this Agreement and Release.
4. This instrument is a full and final Family Settlement Agreement by and among
the parties hereto, both fiduciary and individual, all of the same having been arrived at,
concluded and executed after a full and complete disclosure of the assets of the said Estate and
the rights of the parties therein and thereto and all of the parties hereto, and each of them,
agrees to abide by the terms hereof.
5. The parties hereto, and each of them, agree that they will at all times in the
future and whenever necessary, appropriate or convenient, make, execute and deliver to the said
Executrices and/or to the other party or persons any and all instruments, documents,
conveyances, deeds, releases or other instruments of any kind necessary or convenient to carry
out the intention of this Agreement and/or to permit, assist and enable the Executrices to fulfill
their duties with reference to the said Estate and all of the assets thereof.
6. In the event that claims unknown to the parties hereto at the time of this
Agreement are made at some future date, which claims are determined by the Executrices to be
valid and enforceable, Eileen L. Yothers and Ruth M. Lannan shall contribute equally to the
payment of said claim or claims in an amount or amounts not to exceed the amount of
distribution to them.
7. This Agreement constitutes the entire understanding among the parties hereto,
and each of them acknowledges that no representations or statement of any kind, written or
oral, have been made to them or any of them prior hereto by the Executrices or any other person
or party upon their behalf.
8. This Agreement shall inure to the benefit of and shall be binding upon the
parties hereto, and each of them, their heirs, executors, administrators, successors and assigns.
IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands
and seals the day and year first above written.
In the presence of:
ESTATE OF BETTY L. MARK AlKI A
ELIZABETH L. MARK, DECEASED
By: E~ i ~ (id~}'JL) (SEAL)
Eileen L. Yothers, Co-Executrix
By:~(flt tia/l1./1LlM./ (SEAL)
Ruth M. Lannan, Co-Executrix
['-A~~ ~c~
Eileen L. Yothers
~ /f}, E(~A1/
Ruth M. Lannan
(SEAL)
(SEAL)
,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
In the Matter of the Estate of BETTY L. MARK )
aJk!a ELIZABETH L. MARK, Late of the Borough)
of Carlisle, Cumberland County, Pennsylvania, )
Deceased. )
Estate No. 21-04-0770
INFORMAL FIRST AND FINAL ACCOUNT OF EILEEN L. YOTHERS
AND RUTH M. LANNAN. CO-EXECUTRICES OF THE ESTATE OF BETTY L.
MARK a!kIa ELIZABETH L. MARK. DECEASED
Date of Death: July 25,2004
ACCOUNTANTS charge themselves as follows:
Principal Account:
Real Estate in the City of Lock Haven, Clinton County, P A - sales price
Series E US Savings Bond Q6385029230E
Series E US Savings Bond Q6356719356E
Series E US Savings Bond Q6356719103E
Series E US Savings Bond Q6347772351E
Series E US Savings Bond Q6345418654E
Series E US Savings Bond Q6345419044E
Series E US Savings Bond Q6260437538E
Series E US Savings Bond Q6202088951E
Cottage in Porter Township, Clinton County, PA on leased land
Furniture and personal property - sold at auction
Prorated school real estate taxes at closing
$70,100.00
88.97
88.14
88.14
88.14
89.90
89.90
91.05
121.59
9,283.90
7,297.29
34.48
TOTAL PRINCIPAL ACCOUNT
$87,461.50
Income Account:
Federal Reserve Bank - interest on savings bonds to redemption
Commonwealth of Pennsylvania - overpayment of Inheritance
9.54
2.37
TOTAL INCOME ACCOUNT:
$11.91
G~~'fl"
..
TOTAL PRINCIPAL ACCOUNT
TOTAL INCOME ACCOUNT
TOTAL ASSETS
ACCOUNTANTS CLAIM THE FOLLOWING CREDITS:
Principal Credits:
10/21/04 Cumberland County Register of Wills - short certificate
11/12/04 W.P. Urbine Monument -lettering on marker
11/12/04 Fred Hamm Disposal- dumpster hauling for clean out of house
11/19/04 John Hopkins University - medical bill
11/19/04 Lanc HMA Physicians - medical bill
12/08/04 Fred Hamm Disposal - dumpster hauling for clean out of house
12/08/04 S & S Plumbing - repairs at house
01/19/05 Fred Hamm Disposal- dumpster hauling for clean our of house
04/21/05 City of Lock Haven - water/sewer bill
06/1 0-05 City of Lock Haven - final water/sewer bill
06/1 0/05 City of Lock Haven - meter setting charge
06/10/05 City of Lock Haven Rehab - mortgage payoff
06/1 0/05 Coldwell Banker - realtor commission
06/1 0/05 Clinton County Recorder - 1 % real estate transfer tax
06/10105 UPI stamp fee on
06/10/05 Humphrey's Pest Control- treatment
06/1 0/05 City Treasurer - 2005 City real estate taxes
06/1 0/05 County Treasurer - 2005 County real estate taxes
06/10/05 City of Lock Haven - final water
06/21/05 Columbia County Register of Wills - filing fee for inheritance tax return
06/21/05 Register of Wills, Agent - P A inheritance tax due
08/31/05 Eileen Yothers - family exemption
Coploff, Ryan & Welch - attorney's fees
Cumberland County Register of Wills - filing fee FSA
TOTAL PRINCIPAL CREDITS
$87,461.50
11.91
$87,473.41
$6.00
125.00
626.74
49.04
31.99
161.98
648.28
154.98
149.74
62.70
50.00
1,000.00
4,206.00
701.00
15.00
715.50
157.04
126.26
62.70
30.00
2,497.61
3,500.00
3,000.00
20.00
$18,859.50
-.
Distributive Credits:
TO: Eileen L. Yothers - cash in the amount of
TO: Ruth M. Lannan - cash in the amount of
Cottage in Porter Township, Clinton County, P A
TOTAL DISTRIBUTIVE CREDITS:
TOTAL PRINCIPAL CREDITS
TOTAL DISTRIBUTIVE CREDITS
TOTAL CREDITS
RECAPITULATION:
TOTAL ASSETS
TOTAL CREDITS
BALANCE FOR DISTRIBUTION
Proposed Distribution:
TO: Eileen L. Yothers - cash in the amount of
TO: Ruth M. Lannan - cash in the amount of
$25,000.00
25,000.00
9,283.90
$59,283.90
$18,268.87
59283.90
$78,143.40
$87,473.41
78,143.40
$9,330.01
$4,665.00
4,665.01
STATUS REPORT UNDER RULE 6.12
Name of Decedent: BETTY L. MARK A/K/A ELIZABETH L. MARK
Date of Death:
JULY 25, 2004
File No. 21-04-0770
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to the completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. lfthe answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. lfthe 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 ofthe Orphans1 ourt and may be
attached to this report. .A
Signature
Date: 1/ !Iii/ill
'--J
LARRY E. COPLOFF. F.~QnTRE
136 East Water Street .
Lock Haven, P A 17745
570-748-7771
Counsel for Personal Representative
VL.