HomeMy WebLinkAbout04-1104 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Jennie V. Markle No.
also known as To:
Register of Wills for the
County of Eumher]
Commonwealth of Pennsylvania
· Deceased.
Social Security No. 203-10-4851
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
in the last will of the above decedent, dated August 26
and codicil(s) dated
in the
named
19 97
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 130 Cranes Gao Road
Carlisle, Pennsylvania
(list street, number, Twp. or Boro.)
Decedent, then 87 years of age, died November 26. ~]!.~ ~f~0/. :
at Carlisle Regional Medical Center, Carlisle, PA 17015 .
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:
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 Pennsylvapia
situated as follows: N/A
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
(testamentary; administration c.t. ~a~./~l~inistr~on d.b.n!~.qa!)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA -I
COUNTY OF ~.-c~c~._~c~-~c~ f ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and. d.d.d~uly adm~ster the estate according to law.
Sworn to or affirmetl and subscribed ,~//~~ .~.
before me this ~r-a day of ~ '//,,/' / ~'
December ~ l~~ ~
Estate of
Jennie V. Markle
,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW December .~ ~ y~2004 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated August 26~ 1997
described therein be admitted to probate and filed of record as thc last will of
Jennie V. Markle .;
and Letters Testamentary
are hereby granted to Larry Gayman
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) .......... $
$
TOTAL $ Ct~ ~
Flied .... 3.~ :..~:..c7..q: .................
Register of W~_ ~~
Patricia R. Brown 27474
ATTORNEY(Sup. Ct.I.D. No.)
10 West Pomfret Street~ Carlisle~ PA
ADDRESS
(717) 249-3024
PHONE
17013
bis is ro certify that the information here given is correOtly copied froln an original certificate of death duly filed with me as
I oc~d I',cgistrnr. The originnl certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this cerqficate, $2.00
10784099
r
Lncal Registrar
NOV 2 9 200
No. Date
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTiFiCATE OF DEATH
87 ~ [ ~" ] 1/14/1917 Carlzsle, PA ,~ E~U ~fq
~ ~rl~d ~lisle ~m. ~lisle ~g~l ~ml ~ter ~~
130 Cranes Gap Rd. ~.~.~
Carlisle, PA 17013 ,..¢~ Cumberland
- Long
Bonnie L. Gayman
~fl ~ 11/30/2004
FD 012633 L
Bertha - Foltz
130
Rd., Car~i~s e, PA 17013
Church Cern. ;,. Carlisle, PA
Brothers Funeral Home, Inc., Carlisle, PA
LAST WILL AND TESTAMENT
OF
I, JENNIE V. MARKLE,
Avenue, Carlisle, Cumberland County,
and disposing intent, do hereby
instrument to be my Last Will and
JENNIE V. MARKLE
-,Ioq
a resident of and domiciled
at 5 Middleton
Pennsylvania, being of sound mind
make, publish and declare this
Testament, expressly revoking all
Wills and Codicils heretofore made by me.
FIRST: I hereby direct my Executor, hereinafter named, to pay all
my debts, funeral and administrative expenses out o~nLy estate, as soon
as practicable after my death.
SECOND: I direct that all taxes which may be[~assessed in
consequence of my death of whatever nature and by whateve~°~urisdiction
imposed, shall be paid out of my estate as a part of fits administration.
THIRD: I have purchased a pre-arranged funeral and service to be
held at EWING BROTHERS FUNERAL HOME, Carlisle, Pennsylvania. Burial
shall be in the cemetery at Waggoners United Methodist Church, Longs Gap
Road, Carlisle, Pennsylvania.
FOURTH: I give, devise and bequeath all the remainder of my estate
of every nature and wherever situate, to my husband, ROBERT M. MARKLE,
if he survives me.
FIFTH: If my husband ROBERT M. MARKLE, does not survive me, then
I direct that the remainder of my estate of every nature and wherever
situated, be sold, subject to the right of my daughter, BONNIE LEE
GAYMAN, who shall have first refusal to purchase my home at 990 Longs
Gap Road, Carlisle, Pennsylvania. The proceeds therefrom shall then be
divided equally between my two daughters, DOLLY ANN MILLER and BONNIE
LEE GAYMAN. Should either of my daughters predecease me, I give, devise
and bequeath her share in equal shares to her children living at the
time of my death.
SIXTH: In the event my husband, ROBERT M. MARKLE, and I should die
simultaneously or under circumstances as to render it impossible to
determine who predeceased the other, or within thirty (30) days of each
other as the result of a common accident, I shall be deemed to have
survived him.
SEVENTH:
I hereby direct that no Executor or other Fiduciary named
or appointed by this Will shall be required to post any bond or give
security of type for any purpose whatsoever, in any jurisdiction in
which he may be called upon to act, insofar as I am able by law to do.
EIGHTH: I hereby nominate, constitute and appoint LARRY GAYMAN as
Executor of this my Last Will and Testament. I authorize my Executor to
sell, with or without notice, at either public or private sale, and to
lease any property belonging to my estate, subject only to such
confirmation of court as may be required by law, for such prices and on
such terms and conditions as he deems best.
IN WITNESS WHEREOF, I have signed this my Will consisting of Four
signed my name for greater security and
(4) typewritten pages. I have
better identification on the
day of August,
J~NIE V. MARKLE
1997.
SIGNED, SEALED, PUBLISHED and DECLARED by the above Testatrix as
and for her Last Will, in the presence of us, who thereupon at her
request, in her presence and in
hereunto subscribed our names
Wtness
the presence of each other, have
as witnesses.
Address
Addr'ehJ - / '
Address
STATE OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
We, JENNIE V. MARKLE, DENISE PINAMONTI, JAMES J. KAYER and PATRICIA
R. BROWN, the Testatrix and the witnesses, respectively, whose names are
signed to the foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and
executed the instrument as her Last Will and that she signed willingly,
and that she executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix, signed the Will as witnesses and that to the
best of each witness' knowledge and belief the Testatrix was at that
time eighteen years of age or older, of sound mind and under no undue
constraint or influence.
Test~rix ~
Subscribed, sworn to and acknowledged before me by JENNIE V.
MARKLE, DENISE PINAMONTI, JAMES J. KAYER and PATRICIA R. BROWN, the
Testatrix, and subscribed and
~ ~ day of ~
sworn to before me by witnesses, this
1997.
CERTIFICATION OF NOTICE UNDER RULES $.6(a)
Name of Decedent:
Date of Death:
Will No:
Jennie V. Markle
November 26, 2004
21-04-1104
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on October 1, 2003:
Dolly Ann Miller
304 Raven Court
Mechanicsburg, PA 17050
Bonnie Lee Gayman
130 Cranes Gap Road
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions.
Date: DecemberS; 2004
Patricia R. Brown, Esquire
10 West Pomfret Street
Carlisle, PA 17013
Phone: 717-249-3024
Capacity: Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
REV~1162EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GA YMAN lARRY
130 CRANES GAP ROAD
CARLISLE, PA 17013
n______ fold
ESTATE INFORMATION: SSN: 203-10-4851
FILE NUMBER: 2104-1104
DECEDENT NAME: MARKLE JENNIE V
DATE OF PAYMENT: 02/28/2005
POSTMARK DATE: 02/28/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/26/2004
NO. CD 004992
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $954.91
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$954.91
REMARKS:
CHECK# 99
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT.
280601 HARRISBURG, PA 17128-0601
OFFICIAL USE ONLY
REV-1500 INHERITANCE 21-04-01104
TAX RETURN RESIDENT DECEDENT
~sry
~
COUNTY CODE
YEAR
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Markle, Jennie V.
DATE OF DEATH (MM-DD-YY) DATE OF BIRTH (MM-DD-YY)
11/26/2004 1/14/1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME
SOCIAL SECURITY NUMBER
203-10-4851
THIS MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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1. Original Return 0 2. Supplemental Return
4. Limited Estate 0 4a. Future interest Compromise
6. Decedent Died Testate 0 7. Decedent had Living Trust
o 3. Remainder Return
o 5. Fed. Est. Tax Return Req'd
8. Total number of SOB's
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NAME:
Patricia R. Brown, Esquire
FIRM NAME:
Salzmann Hughes, P.C.
TELEPHONE NUMBER
717 249-3024
COMPLETE MAILING ADDRESS:
10 W. Pomfret St.
Carlisle, PA 17013
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.Closely Held Corporation, Partnership or Sole-Prop.
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Misc. Non-Propate Prop.
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administration Costs (Sch H)
10. Debts of Decedent, Mortgage liabilities, & Liens
11. Total Deductions (total lines 9&10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts
for which an election to tax has not been made (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amnt of Line 14 taxable at the spousal rate,
or transfers under Sec.9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
(15)
(16)
(17)
(18)
(19)
$0.00
$954.91
$0.00
$0.00
$954.91
$0.00
$0.00
(1 )
(2)
(3)
(4)
(5)
(6)
OFFICI~L USE ONLY)
$0.00
$240.95
$0.00
(7)
$32,101.20
(8) $32,342.15
$10,799.50
$322.39
$11,121.89
$21,220.26
! J
c~
(9)
(10)
(11 )
(12)
$21,220.26
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x.045
x.12
x.15
$21,220.26
$0
$0
19. Tax Due
20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
~ce en s ompee ress:
STREET ADDRESS
130 Cranes Gap Road
CITY STATE ZIP
Carlisle PA 17013
o
d t' C
I t Add
Tax Payments and Credits:
1. Tax Due
2 Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discounts
Total Credits (A+B+C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
4.
TotallnteresVPentalty (D+E)
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.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check to: REGISTER OF
(1 )
(2)
(3)
(4)
(5)
(5A)
(5B)
AGENT
$954.91
$0.00
$0.00
$954.91
$954.91
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: yes no
a. retain the use or income of the property transferred:
b. retain the right to designate who shall use the property transerred or its income:
c. retain a reversionary interest: or
d. retain the promise for life of either payments 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 disignation?
D
D
D
D
D
D
~
~
~
~
~
~
~
D
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 statements, 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 FILING RETURN
ADDRESS
DATE
SIGNA~OF PREPARER OTHER THAN REPRESENTATIVE
\'~-J 'R. ~.-ro.v-Y'-"
ADDRESS
DATE .3 /) 0 / C-Q.)S--
I
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% [72P.S. Sec.
9116(a)(1.1 )(1)).
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 PS Sec. 9116(a)(1.1 )(ii)).
The statute does not exempt 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
F or dates of death on or after July 1, 2000
The tax rale Imposed on the net value of transfers from a deseased 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. Sec. 9116(a)(12)1.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. See 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. Sec.91 16(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 E
CASH, BANK DEPOSITS AND
MISCELLANIOUS PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Markle, Jennie V.
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION
NUMBER
21-01-01104
VALUE AT DATE
OF DEATH
M&T Checking Account #1274228
$26.02
$214.93
2 Blue Shiled Insurance Refund
3
4
5
6
7
TOT AL (also on line 5, Recapitulation)
$240.95
SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
21-04-01104
ESTATE OF
Markle, Jennie V.
ITEM
NUMBER
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F)
A.
B.
2
3
4
c.
I
2
3
4
5
6
7
8
9
DESCRIPTION
AMOUNT
Funeral Expenses:
Ewing Brothers Funeral Home, Inc.
(Open & Close Grave, Professional Services,
Death Certificate, Flowers)
$6,004.50
Carlisle Memorial Service, Inc, (Marker)
Administrative Costs:
Personal Representive Commissions
Social Security Number of Personal Representative:
Attorney fees to Patricia R. Brown, Esquire
Family Exemption
Claimant Bonnie L. Gayman Relationship Daughter
Address of Claimant at decedent's death:
Street: 130 Cranes Gap Road
City: Carlisle State & Zip P A 17013
Probate Fees to Register of Wills
Miscellaneous Expenses:
Probate Will
Miscellaneous Charges for Filing
$150.00
$1,000.00
$3,500.00
$95.00
$50.00
TOTAL (also on line 9, Recapitulation)
$10,799.50
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
ESTATE OF
21-04-1104
MARKLE, Jennie V.
ITEM
NUMBER
DESCRIPTION
AMOUNT
Spring Road Family Practice
$100
2
Taxes Due on Annunity (withheld by M & T Bank)
$222.39
TOT AL (also on line 10, Recapitulation)
$322.39
SCHEDULE J
BENEFICIARIES
ESTATE OF
21-04-1104
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER OF ESTATE
1 Bonnie L. Gayman Daughter 50%
130 Cranes Gap Road, Carlisle, P A 17013
2 Dolly A. Miller Daughter 50%
304 Raven Court, Mechanicsburg, PA 17050
3
4
MARKLE, Jennie V.
ITEM NAME AND ADDRESS OF BENEFICIARY
NUMBER
AMOUNT OR SHARE
OF ESTATE
B. Charitable and Governmental Bequests:
TOT AL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation)
$0
SCHEDULE G
T ANSFERS
ESTATE OF
21-04-1104
MARKEL, Jennie V.
This schedule to be completed and filed if the answer of the question on the reverse of the cover is yes.
ITEM DESCRIPTION EXCLUSION TOTAL VALUE DECD.% DOLLAR VALUE
NUMBER OF ASSET INT OF DECO. INT
I M&T Annuity $32, 101. o 100.0% $32,101.20
2
TOTAL (also on line 7, Recapitulation)
$32,101.20
BUREAU OF INDIVIDUAL TAllES_'
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-':~~ ;".r: NOTICE OF INHERITANCE TAX
. '.'-1.~"RAISEHENT, ALLOlIANCE OR DISALLOWANCE
DF DEDUCTIONS AND ASSESSHENT OF TAX
70"- I"" 7
... -u;) ....i,)~'l -
I~;n 8: L;'4
06-07-2005
MARKLE
11-26-2004
21 04-11 04
CUMBERLAND
101
A.aunt Renl tted
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERf< CF
ORPH;L}J'S COtJRT
PATRICIA R m"'HESQ'- ,
SALZMANN HUGHES
10 W POMFRET ST
CARLISLE PA 17013
'*
REV-1547 EX AFP (03-05)
JENNIE
L
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 ...
nV-"M.r:"Yf.iW.m~'.'lMtm.'W.!wtAWIMM.mr.lWJtlTftMM1':.YCt!Rl'IMM.IlJt'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JENNIE L FILE NO. 21 04-1104 ACN 101
ESTATE OF MARKLE
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE
DATE 06-07-2005
ATTACHED NOTICE
I~ an assessment was issued previously, lines 14, 1S and'ar 16, 17, 18 and 19 will
r~lect ~igur.s that include the tatal a~ Abb returns assessed ta date.
ASSESSNENT OF TAX:
IS. Allount of Line 14 .t Spousal ....t. (15)
16. "aunt of Line 14 taxable at Line.l/Class A rat. (16)
17. Mount of Line Iii .t Sibling ...t. (17)
18. "aunt of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Du.
TAX
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estat. (Schedule A)
2. Stocks SAd Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. tIortpges/Notes Receivabl. (Schedule D)
s. C.shIB.nk Deposits/"isc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Tr8nsfers (Schedule G)
8. Tot.l Assets
(ll
(2)
(3)
(Ii)
(5)
(6)
(7)
.00
.00
.00
.00
240.95
.00
32,101.20
(B)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/"isc. ExPenses (Schedule H)
10. Debts/Hortgogs LisbilitieslLions (Schedule I)
11. Tot.l Deductions
12. Net Valu. of Tax R.turn
13. Ch.rit&bla/Gov.r~tal Bequests; Non-elected 9113 Trusts
14. Net V.lue of Est.t. Subject to Tex
(9)
(10)
7,540.45
100.00
(11)
(12)
(13)
111i)
(Schlldule .I)
NOTE:
.00 X
24,701. 70 X
.00 X
.00 X
AHlJlIoIT PAID
954.91
DATE
02-28-2005
INTEREST/PEN PAID (-)
.00
_BER
CD004992
PAYMENT MUST BE MADE BY 08-26-2005*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
subooit the upper portion
of this for. with your
tax pay_nt.
32,342.15
7.660 61;
24,701. 70
.00
24,701. 70
DO =
045 =
12 =
15 =
.00
1, 111. 58
.00
.00
1,111. 58
(19)=
954.91
156.67
.00
156.'
( IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRt.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HA\
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIG.
REV-147 El'!(ll-88j
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Jennie V Markle 2104-1104
REVIEWED BY ACN
Deborah Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B-3 Reduced to $240.95. Family exemption can only be claimed against assets subject to
will or intestacy.
I 2 Not a debt of this decedent.
ROW
Page 1
~
BUREAU OF INDIVIDUAL TAXES
LNHERITANCE TAX DIVISION
PO BOX Z8D60l
HARRISBURG PA 171Z8-06Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT,ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
?i
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-07-2005
MARKLE
11-26-2004
21 04-1104
CUMBERLAND
101
PATRICIA R BROWN
SALZMANN HUGHES
10 W POMFRET ST
CARLISLE
ESQ
I Amount R.mitt.d
LJ ~l~ L4
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 ~
jI!V-"1'!fll"Yf.m.m~~'.mftl!!.W.!PJ\I'tArt'4J1W.m.AWilAmlllW1'~.'lrCr.W4J1W.Il1't'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JENNIE L FILE NO. 21 04-1104 ACN 101
PA 17013
ESTATE OF
MARKLE
TAX RETURN WAS: I
) ACCEPTED AS FILED
I X) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest [Schedule C)
4. Mortgages/Notes Receivable {Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
[71
.00
.00
.00
.00
240.95
.00
32,101.20
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses {Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
7,540.45
100.00
Ill)
(12)
(13)
(14)
SEE
*'
REV-1547 EX AFP (03-05)
JENNIE
L
DATE 06-07-2005
ATTACHED NOTICE
NOTE; To insure proper
credit to your &ccount~
submit the upper portion
of this form with your
tax P8Y1l8nt.
32,342.15
7.640 4'5
24,701.70
.00
24,701.70
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previDusly, lines
reflect figures that include the total Df ~
ASSESSMENT OF TAX:
15. Aaount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rat. (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 =
24,701.70 X 045=
.00 X 12 =
.00 X 15 =
(19)=
.00
1,111.58
.00
.00
1,111.58
TAX CREDITS:
K<l,;<... [+, AMOUNT PAID
DATE NUH8ER INTEREST/PEN PAID (-)
02-28-2005 CD004992 .00 954.91
PAYMENT MUST BE MADE BY 08-26-2005*. TOTAL TAX CREDIT 954.91
BALANCE OF TAX DUE 156.67
INTEREST AND PEN. .00
TOTAL DUE 156.67
. 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" lCR), YDU MAY BE DUE
A REFlJNn ~i:i: DII:'''II:'D~i: ~Tm= ni: T"'T~ J:nRM J:nll TN~TIlII~TTnN~ 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRIS8URG, PA 17128-0601
REV.1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BROWN PATRICIA R
10 WEST POMFRET STREET
CARLISLE, PA 17013
____nn laid
ESTATE INFORMATION: SSN: 203-10-4851
FILE NUMBER: 2104-1104
DECEDENT NAME: MARKLE JENNIE V
DATE OF PAYMENT: 06/07/2005
POSTMARK DATE: 06/07/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/26/2004
NO. CD 005400
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $156.67
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$156.67
REMARKS:
CHECK#100
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
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FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN
. ESTATE OF JENNIE V. MARKLE. DECEASED
(File No: 21-04-1104)
KNOW ALL MEN BY THESE PRESENTS, that
WHEREAS, JENNIE V. MARKLE, late of Carlisle, Cumberland County,
Pennsylvania, deceased, died testate on November 26, 2004, having first made her Last
Will and Testament, which was duly executed on August 26, 1997, and duly recorded at
the Register of Wills in Cumberland County, Pennsylvania.
WHEREAS, the said Jennie V. Markle, by the aforesaid Last Will and Testament
named Larry Gayman, as Executor of said Last Will and Testament;
WHEREAS, letters testamentary on the estate of the said decedent were duly
issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executor
hereinafter called personal representative;
WHEREAS, the said personal representative has gathered the assets of the estate
of the said decedent and the assets consist of personal property to a total value of
$32,342.15 as set forth in Exhibit A, which is a statement of account of the said personal
representative, and which is attached hereto and made a part hereof and marked Exhibit
A;
WHEREAS, the debts and deductions, including the payment of inheritance tax of
the said estate, amount to $8,752.03 leaving the sum of $23,590.12 for distribution, al~as
(") = "Xl
set forth in the statement of the said personal representative, which is attac~eret~d 23 8
93:EP · <2"1 cS
,-zm n1 en
marked Exhibit A; 'zci>~ .. c;::: t::J
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NOW, THEREFORE, KNOW YE, that we, Dolly Anne Miller and Bonnie Lee
Gayman, the heirs under the Last Will and Testament of the said decedent and being
those persons entitled to inherit under said Last Will and Testament, and in order to avoid
the expense and time involved in the filing of a formal account and schedule of distribution,
agree that no account is necessary and do hereby agree and consent to distribution being
made without the filing of an account and schedule of distribution, the same to be with the
same force and effect as if they had been filed and confirmed by the Orphans' Court
Division of the Court of Common Pleas, Cumberland County.
THEREFORE, We do hereby remise, release, quitclaim and forever discharge the
said personal representative, LARRY GAYMAN, his heirs, executors, administrators, and
assigns of and from the said estate and from all actions, suits, payments, accounts,
reckonings, claims, and demand whatsoever for or by reason thereof, or for any other use,
matter, cause or thing whatsoever, touching upon the estate of the said decedent, and we
do further hereby covenant and agree that should any liability come due to the estate of the
said decedent after the signing of this agreement, do hereby covenant and agree that we
will contribute our prorata share of the estate to satisfy any and all claims, demands, suits,
or causes of action which may be successfully prosecuted against the said estate or the
aforesaid personal representative after the signing, sealing and delivery of this family
settlement agreement and final release.
2
EXHIBIT "A"
STATEMENT OF ACCOUNT
OF
JENNIE V. MARKLE
Assets:
(A) Cash and Miscellaneous Personal Property
(B) Annuity
TOTAL
$ 240.95
$32,101.20
$32,342.15
Debts:
1)
2)
3)
Funeral Expenses and Administration Expenses
Debts of Decedent
PA Inheritance Taxes
TOTAL
$7,540.45
$ 100.00
$1,111.58
J8,752.03
$23,590.12
Balance for Distribution to Heirs:
Dolly Ann Miller (50%)
Bonnie Lee Gayman (50%)
5
IN WITNESS WHEREOF, We have hereunto set our hands and seals this JD tLday
of ...y t-J n -It ,
,2005.
WITNESS:
\P~~~
~~.~ .--
------~
---
~~ 't4<?i'~~.jSEAl)
Do y Ann M' er, eneficlary f the
Estate of Jennie V. Markle
(SEAL)
Bonnie Lee Gayman, neficiary of the
Estate of Jennie V. rkle
3
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
ON THIS, the 10 day of :J:U'_ , 2005, before me, the
undersigned officer, personally appeared Dolly Ann Miller, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument and
acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have set my hand and official al.
LOOo '90 lud\l s9J!dx3 uO\SS!wwo:) ^V"l ~
^IUno:) PUEIJ<lqUlfl:) 'OJ0\3 9IS!PE:)
ollqnd NElON 'NQ1X35 Al13H5 .-(, (SEAL)
. l\1351\11l:1\1lON Notary Public
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
ON THIS, the 10 day of ~nL--" , 2005, before me, the
undersigned officer, personally appeared Bonnie Lee Gayman known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within instrument
and acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have set my hand and offici al.
NOTARIAL SEAL
SHELLY SEXTON, Notary Public
Carlisle Boro. Cumberland County
My Commission Expires April 26, 2007
(SEAL)
4
Jennie V. Markle Estate
Friday, June 10, 2005
DEPOSITS
ICK#
AMOUNT
93
94
95
96
97
98
99
100
101
102
103
104
Pay..
1121105 Sp Rd Family Practice
1121105 Carlisle Memorial
1/21105 Ewing 8ros
2/15105 Mise Expenses
2124105 Dolly Miller
2/24105 Bonnie Gayman
2127105 Register of Wills (taxes)
617105 Register of Wills (taxes)
6/10105 Pal Brown (legal)
6/10105 Pat Brown (legal)
6/10105 Dolly MiI\er
6110105 Bonnie Gayman
Final
Final
AMOUNT
BALANCE
100.00
150.00
213.50
3,500.00
10,000.00
10,000.00
954.91
156.67
750.00
130.00
25,955.08
6,391.62
3,195.91
3,195.91
0.00
Ck account Balance
Blue Shield Refund
""""'1'1
Balance
Interest
Balance
26.02
214.93
32,101.20
32,342.15
4.75
32,346.90
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TlK DIVISION
PO BDX 280601
HARRISBURG PA 17128-0601
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-16D7 EX AFP (03-0S)
PATRICIA R BROWN
SALZMANN HUGHES
10 W POMFRET ST
CARLISLE
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-27-2005
MARKLE
11-26-2004
21 04-1104
CUMBERLAND
101
Anount R..ltt.d
JENNIE
v
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subMit the upper portion of this form with your tax p8y..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
.......................................~........................................................................
REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF MARKLE JENNIE V FILE NO. 21 04-1104 ACN 101 DATE 06-27-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAIlED ESTATE. SHOIIN BELOII
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROUECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-31-2005
PRINCIPAL TAX DUE: 1,111.58
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-28-2005 CD004992 .00 954.91
06-07-2005 CD005400 .00 156.67
TOTAL TAX CREDIT 1,111. 58
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A nCREDIr' ICRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. J
ST A TlJS R1<:PORT TTND1<:R RlTT ,1<: 6 12
Name of Decedent: Tennie T. Markle
Date of Death: Novemher)1'i 7004
Will No.
)1-04-1104
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to the 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. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No Filed Family Settlement Agreement
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: 7/1 L/- / ;2...001:,-
I I
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Signature
Vd "CO GNVil:D8V'1n:)
mn08 S,NVH&lO
:10 >18318
20 :01 WV '1\ lor ~UOl
Patricia R. Brown, Esquire
10 West Pomftet Street
Carlisle, P A 17013
(717) 249-3024
Capacity: Counsel for personal representative
'"'
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d
::i'il..i (1 rJ'Jf1I~(Y'::;'j!
...;v ""::'0 \. .~,\..J',":V\...-i
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX 28D601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:INHER:ITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP (03-05)
,:,)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-27-2005
MARKLE
11-26-2004
21 04-11 04
CUMBERLAND
101
bOUlt R..l tted
JENNIE
V
PATRICIA R BROWN
SALZMANN HUGHES
10 W POMFRET ST
CARLISLE
ESQ
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
...............................................................................................................1
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT KKK
ESTATE OF MARKLE JENNIE V FILE NO.21 04-1104 ACN 101 DATE 06-27-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHHARY 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: 06-07-2005
PRINCIPAL TAX DUE: 1,111. 58
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-28-2005 CD004992 .00 954.91
06-07-2005 CD005400 .00 156.67
TOTAL TAX CREDIT 1,111.58
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1,
ND PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. J
~l
Cumberland County - Register Of WillE;
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 11/09/2006
BROVJN PATRICIA R
354 ALEXANDER SRPING RD
SUITE 2
CAR~ISLE, PA 17015
RE: Estate of MARKLE JENNIE V
File Number: 2004-01104
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 adninistration,
This filing lS due by: 11/26/2006
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)
Cumberland County - Register Of Wi l1i3
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 11/09/2006
GAYMAN LARRY
130 CRANES GAP ROAD
CAR~ISLE, PA 17013
RE: Estate of MARKLE JENNIE V
File Number: 2004-01104
Dear Sir/Madam:
This notice is to serve as a reminder that the StatLs 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 1S due by: 11/26/2006
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
r'o1Jnsel
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: JENNIE L. MARKLE
Date of Death: NOVEMBER 26. 2004
No. 21-04-1104
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: ..x....- Yes _ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
Date:
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 ---X...- No
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? x Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
11/21/06
.~~~~
Signature
0'\
M
SALZMANN HUGHES PC
Patricia R. Brown. Esquire
Name (please type or print)
354 Alexander Spring Road. Suite 1
Address
Carlisle. P A 17015
City, State, Zip
(717) 249-6333
Telephone Number
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