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Home My WebLink About02-1107PETITION FOR PROBATE and GRANT OF LETTERS Fern E MarkL~= No• ~ ~ _ ~°~~ 110-1 Estate of _ To: also known as NSA Register of Wills for the Deceased. County of ~'"'r'}'Prl anc7 in the Social Security No. ' ° ° ~ ~- ~ ~ ~ ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor May 6 , 19 7 p ed in the last will of the above decedent, dated• and codicil(s) dated N/F~• Petitioner is alternate executor. Claude E. Markle redeceased decedent on Januar 1 (state relevant circ~imstances, e.g. renunciation, death of executor, etc.) Cumberland C$un Decendent was domiciled at death in 1 ornwa ome, o: h e~_ last~fami~slpeinci~aalre~s dsge at ennsy vania (list street, number and muncipality) rs of age, died November 2 4 , 2 0 0 2 , ~ 85 ' Decendeni ,.th Y at Cai•lis~e, ennsy vania i xcept 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: ~• " , Decendent at death owned property with estimated values as follows: $ unknown (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: WHEREFORE, petitioner(s) respectfully Testtame tarrobate of the last will and codicil(s) presented herewith and the grant of letters (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. ~e~`~ . ,-. Carve Lee Mar ey ~~~ 529 W Simpson Street ~O Mechanicsburg, PA 17055 ~~ ~- Ha ~~ ~° m OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF M CLJ~IBERLAND The petitioner(s) above-n~rtted 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~ss e n he es t e according poelaw. tative(s) of the above decedent petitioner(s) will we a d tr ly Sworn to o: affirmed and subscribed arve ee r ey °~~ before me this 2®Ovd ~~ ay of .529 W Simpson St eet December. Mechanicsburrt nA 17055.- ~~„~, (~.,.o'ft Register with No. ~ ~- Oa-1~0"1 ,Deceased Estate of • Fern E DECREE OF PROBATE AND GRANT OF LETTERS December 6 ~ 200,2tn consideration of the petition on AND NOW the reverse side hereof, satisfactory proof having been presented before me, dated Ma 6 . 19 7 0 IT IS DECREED that the instrument(s) Fern E . A~iarkley described therein be admitted to probate and filed of record as the last will of and Letters Testamentar ranted to Carvel Lee Markley are hereby g FEES Probate, Letters, Etc.......... ~ 1 ~ n n 6.00 Short Certificates( ) • • • • • • • • • • ~ jc-p S 10.00 7.00 TOTAL ~------ Filed ....12'6-2002 ................... ral.led atty 12-6-2002 V , `•~"~ Register o` Wills ~y~i~- ~~ re 4i~inaii'D. No.) 47077 Keith ~. ~ g PA 44 W. Main St., Mechanicsbur 17055 ADDRESS 717-697-8528 PHONE ., rl~: ~_.. ,..,. . - 1 /. Ihts rs *o cexttfy that th<: tnrorrnat)o(1 here ~tt~el~ is corrett'ti cr ~;~ .. ~ Local Registrar. The on*inxl ccl,tf~ictte will ire fot-warc~eci t.:~ t17~~ ~; {i ~ ~~ .. '.:_t ,~ `n: lNARNING: It is illegal to ~i~sp~icate t"~~~ ~~,>~~ .~~° ~~`/ ~.«~ Y~=:~t a Ira~rr~. w~<,~~~. FLT for this cettit)~Ir~, ti?.OU P 8777473 _ til,. IIIOS. :IJ Rev ZSa i ~ PL ~PHINT ~N FtHMANEN dI AIKINK <~"' ~~t n '`pC 4~W;- S 'CC'KCTy, »a~ y'F.. 4 r~q~TME~d? y> ~~~~ ............ /h(o%~l ~~ ~' ~6, ~~~U~ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH STALE FLLE vIIURER I NAME Of DECEDENTIE nv Mdue. foal SE% TSOCMI SECURITY NUMBER T r~FM ~ ~- .. n n.y. ..qrl Fern E. Markley a. Female IT. 199 - 03 - 3727 .. November 24, 2002 AGEILavennoayl UNDER, YEAR UNDERI DAY DATE OF &RTH BWTHPLACE fCay antl PLACE Of DERHICnect oMy me--vN nnu«:lav., rm user svlal ---- M«WIe ) DaH ---.~-- Holae I Maluw ~MMN OaY Yeerl SMh«r«evy, CcuntrYl HOSPITAL- ---OTHER-_.__.--_-.. ____.______-_.-. a 85 y~ • a Sep 18, 1917 ~ Arendtsville, Pa. r ~m ~ ERIOMpMrM G ooA C ~ Rrradarra i ~ ~Jy, U COUNTY OF GERM CRY. BOFW.TWPOF DEATH FACILRY NAME III rol,nsnlwion. grve vreel ana M%nwrr NNS DECEDENT OF HISPANIC ORIGIN? PACE Amerltan 4lalen, Shot,WMe ale. r No ,Jy wei~M ae , ath Cuo n 1~'I'vl • Cumberland Carlisle Thornwald Home y , P , a WaKYI.PwnoRran.MC White ~, ~ w Ia DECEDENT'S USVAL OCCUPRION KWDOF SUSINESSnNDUSTRV N/AS DECEDENT EVERM DECEDENT'SEIXICIRION MARITALSWUS~Marrua SURVIVING SPOUSE ICnve wv1 al work O«r drnnqq rrw U S. ARMED FORCES? h Never Mame,d. WiOOwea. In wp. Jrve nraq«, Mrtwl olwutpq th; do rol use refrodl Own Home ye:^ "°Q EMmeraMyl$eWrgary Coeaq DiverualSpecM . ,a 5 Homemaker • na. ns. ,T. , „ « ro ., Widowed u. u. u. DECEDENT'S MAILING ADDRESS IStreel. Cny/TOw.15h,E. ZV Cotle1 DECEDENT'S r Penn1>~Ivania 0 Y a d a w an T A „ son Street 529 West Sim e. .e. a AC L ,,.. Stale M, . U Did _,_ nq R~ ~ % p Mechanicsburg, Pennsylvania 1705 M~ olrwrs~del Cu Mechanicsbur m berland '°"'""°' (~ ~ MO ,.. _ __ ,,.. a,ol M ,Te. caunro- g----- -- wmPr. FRHER'S NAME IFrv. Mtldb lash MOTHER'S NAME IFval. MEde. Hagan $raname) George Becker la. ~~ Fannie Beamer INFORMANT'S NAME (rYW'Rlnll INFORMANT'S MAYWOADDRESS IStrw, Coy/Tin, 9w. ZpCaael ,ae Carvel Markley ,q,. 529 West Sim son Street Mechanicsbur , Pa. 17055 MET/,OD OF DISPOSITION ORE dF DISPOSITION PLACE OF OISPOSIfIDN•Nama alCarlwry. Gemr«y LOCRgN-Cryrram, Shh. Zp Coo SreW Gamalan^ Removal Mom SIMa^ • IMmn. Day. war) wdlw Phu °oni1°^~ °°r'I~'y' ~ . ah. Nov 29, 2002 T,e. Mechanicsburg Cemetery T,e. Mechanicsburg, Pennsylvania T,a. ' SIGNRURP FUNE PERSON ACT AS SUCH LICENSE NUMBER NAME AND ADDRESS OF FACRRV TTa Tm. FD-012662-L TTC. M ers Funeral Home Inc. 37 East Main Street Mechanicsbur , Pa 17055 • asms unMtrq tlla MR d my trowhdgs, aeon occured al IM tmle, dale aro phte slated LICENSE NUMBER DRE SM,NEO p1ry,KUnn vadaohMllrne aawna ' urllN Huse of a.am «e Ana 1 ' - t ( l Munn. .vaarl . ~^ / '~. 4L~ Tea. TTO. lv vC 1 - U(. t-~y 1Lk~Z xx. 2 n'! A p NOUNCED DE IMlY1al, Day. wart YMS CASE REFERREDTO EOICAL EIUMINEPoCORONER7 ueme N~aS mop McampMadM SdE OF DERH ORE - pera«I wro «omanrw d.aul. (/ we ^ ~NO^ ~ ~ ~/ Ta. ~ O /Z M. TS. ~ ~(L' ~ JL/(~'L- ~ r ~.OOZ N. TT. PART 1: Enter IM OISeaNt, iryuris3 «CM,pMCalorN theft uusea lM dean Do war IM ngrle of ayuq, ,r<n as cardac or raspra{ory arrant, anoct «Man hilwe. , AppmamMe PART S: OUlar eryuncua co.rearoro mnlrWa,q h aem. ou Lw aMy oM Cauca on eaN Yre. ~ Werval Delween nq reWlnq n IM ra%WNe1q cave maven n PART I «rw aala dean I IYYEIRATE CAUSE (Foul .a,naa«~on«I»M ,Pg ~ : v h C4 n U es.da,q r.Jwml-~ . - -..-.-_.-. Ol1E 10IOR AS A CONSEOl1ENCE OF)' I SwpuMUay wCOrWaroM D. 1 OIrE W tai AS A CONSEOUE NCE OF): I d arty laadvlq W vMrledlale cause En(N UNDEIILYIND I ~ CAUSE IIaswse« WvrY c. __- - . _.-__. _.._ _-__ -_ Y___.-__. -. ~I +4uAil ....nos Dl1E IOIOR AS A CONSEQUENCE UF). I rraa+ynJwml lA$T ' _ 0 ___ "___-__.- _.. ___..-___. _._--___. -..__ ~ __._. _ WAS AN AUTOPSY WERE AUTOPSY FWOINGS MANNER Of DEATH _ ___ OAIE OF INJURY TIME OF INJURY IWUNYR WORK, DESCRIBE HOWIFLAIRY OCCURRED 1'iRH)NMED? AW/ABLE PRIOR IO IMOnm Day. Year, GOMPLETgN OF CAUSE ~ OF DERH, NLUeI ~ I,onnc+la _ I y'ea U ~ ` ~ t AccWM ~.~ PeMr Inva,i I J rg ryaran ~ \ 1 vea L-.~ No l]y ~~''lt 11 yea l_J No Cl Srueda ~-~ Could nolMJeknrmmnJ I I p ACE OF INJURY-AIMme, hrm, Lreal. hebry, olSC. M ~ LOCRIONIStraM. C.ry/T ~ ---_-~ --~~--_-----~~-~~_ ~wnl _` + Gu EaMJ. arc ISpecuvl aa.. aw. n. aa.. T01. - CERTIFIER,ir x,el 'CERTIFYING PMYSICIANIPhyvcianceniyr.q rauseu UeaN wnen J,uner a,nv.. annezp J To IIN na I 1 know ` • ~{ { y hdge, aeln oocwrea aw h m. cauaalal and manney se a,ataa - .... .. ..... ..... ~ SIGNATU DTITLE OF CERI R n r_ ~I- T10. s ' ~ _ LICE NUM ORE SIG DIM Oav. K. 1 -- ----_~ 'PRONOUNCING ANDCERTIFYINO PHVSN:IANIPnvsA;an Wa'. yrarwrK~nq ucalr utli lyre -ux NJe.nrl C^~1 ~I t~ r~ rJ ~ L{~ 71e. `+ •I ~ ale. io na Oesl of my trvawhdge, deem occurred allM lore doh arrd place arW dw lolM cau,elal arW manner as ahled .. ..... NAME AND ADDRESS OF PERSON WIIO COMPLETED CAUSE OF DEATH 'MEDICAL E%AMINER/CORONER p,em 7) T pe or Prml m ~D ~ ~ ~ ~ ` ~ a ~ V A ~ ~ u~~n ~ ` U On Ina baaia of evaminetlon and/or rove SUgalion, In my opinion, death occurred al Ih<lime, date, and place, and due In Ina cause(s) and menne. as ,l.,.d ...................................... _ ................. .................................. ^ e. sre~ 3 o~j'a. '~ LT r~V.~ p ~ ~ o w Z , l. , aT. ll REGIIS'T/R1AoR'SDSIGNRURE AN N 0 W ~^^T ~ e ~ ~ ~ TDATE FILEpO ~~~ ~~~ ~~! ~OO~ ~~N(/a~'~l1 LAST WILL AND TESTAMENT o2l-Oa.-JJo-i I,, FERN E. MARKLEY, of the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, I give, devise and bequeath unto my husband, CLAUDE E. MARKLEY, absolutely and in fee simple. If, however, my husband, CLAUDE E. MARKLEY, does not survive me, then, and in that event, I give, devise and bequeath my entire said estate unto my son, CARVEL LEE MARKLEY, abso- lutely and in fee simple. LASTLY. I nominate, constitute and appoint my husband, CLAUDE E. MARKLEY, to be the Executor of this, my_ Last Will and Testament, and if for any reason he should fail to qualify as such Executor or cease so to serve, then I nominate, constitute and appoint my son, CARVEL LEE NIARKLEY, to serve in his place, each to serve without bond. MARTSON & SNELBAKER ~) IN WITNESS WHEREOF,, Ig FERN E o MARKLEY, have hereunto ATTORNEYS AT LAW set my hand and seal to this, my Last Will and Testament which consists of two (2) typewritten pages to each of which I have affixed my signature this ~'~' day of ~7i~~ A . D . , One Thousand Nine Hundred Seventy (1970) . (SEAL) The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by FERN E. MARKLEY, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed ou ame as 'tne es hereto. M ARTSON & SNEL9AKER ATTORNEYS AT LAW 1X 4(~iQSIX testat of ~~1K~€l~~~r~xXv~t~~s~Xx~ the will presented herewith and that he believes the signature on the will is in the handwriting of Fern E. Markley REGISTER OF WILLS OF (~TTMRF.RT.AND COUNTY OATH OF SUBSCRIBING WITNESS ~l-oa.- Ilo~- Richard C. Snelbaker, ck~A~x ~g~ a subscribing witness to the will presented herewith, (~g~ being duly qualified according to law, depose(s) and say(s) that he was present and saw Fern E. Markley the testat r ~ x ,sign the same and that _-I request of testatrix in eh r presence and other subscribing witness(es)). Sworn to or affirmed and subscribed before me this 3rd day of Dec er 2002 x~~k signed as a witness at the iK} (in the presence of the 44 W. Main St., Mechanicsburg, PA 17055 (Address) (Name) (Address) fdo'.a;iWt Seas Pubiic Susan L. Zy-~h, No:{- Y t~4echanic~burra So;o, Cum."•?P{Fend Courtt~~ My Comm`~ssion Expires nlov. ~A z(3D3 3 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS ~J- D~ - Ilo~- _ Carvel L. Markle ~)~ a subscriber hereto, )Kbeing duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of ~'°rn F Markl Py , fix testatrix of x~IK~€1'~~r~FX~t~x~ the will presented herewith and > that he believes the signature on the will is in the handwriting of Fern E. Markley to the best of _ his_ knowledge and belief. f, .~ ~ , ,~ ~~ ~. ~~~/ Sworn to of affirmed and subscribed before Carvel L . Mary~~~ me this ~_- ~d day of 529 W. Simpson St , Mechanicsburg, PA De esmbeT' , ~ n tl ~ ~--- ~ 1~ ~~ ~~ (Address) 17055 (Name) (Address) CERTIFICATION OF NOTICE UNDER RULE 5.6(a) LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Name of Decedent: Fern E. Markley Date of Death: November 24, 2002 Will No. 2002-01107 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above-captioned estate on December 11, 2002. Name Address Carvel Markley 529 W. Simpson Street Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: December 11, 2002 Keith O. Brenneman, Esquire Snelbaker, Brenneman & Spare, P. C. 44 W. Main Street Mechanicsburg, PA 17055 (717) 697-8528 Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BRENNEMAN KEITH O ESQUIRE 44 W MAIN STREET MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: ssN: iss-o3-372 FILE NUMBER: 2102-1 107 DECEDENT NAME; MARKLEY FERN E DATE OF PAYMENT: 02/20/2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 1 1 / 24/ 2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ S 1, 226.00 TOTAL AMOUNT PAID: REMARKS: KEITH O BRENNEMAN ESQUIRE NO CHECK NUMBER INITIALS: JA SEAL RECEIVED BY: DONNA M. OTTO S 1, 226.00 DEPUTY REGISTER OF WILLS REV-1162 EX111-96) N0. CD 002194 REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1772g_0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002289 BRENNEMAN KEITH O ESQUIRE 44 W MAIN STREET MECHANICSBURG, PA 17055 -"----- fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 199-03-3727 2102-1107 MARKLEY FERN E 03/14/2003 00/00/0000 CUMBERLAND 11/24/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER REV-1162 EX111-961 S 140.73 TOTAL AMOUNT PAID: REMARKS: CARVEL E MARKLEY C/O KEITH OBRENNEMAN-NO CHECK # INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA '~ COUNTY OF CUMBERLAND J ~' Carvel Lee Markley being duly sworn according to law, deposes and says that he is the Executor of the Estate of Fern E . Markley late of Borough_ of Carlisle _ ,Cumberland County, Pa., deceased and that the within is an inventory made by Carvel Lee Markley _ ,the said Executor of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Sworn to d subsc ibed before me, }fix 2003 Ia1MiAIe L gWh, rotary Pt~c ~0eo~~ , l ~~~ Executor - Ad inistrator Carvel Lee Markley 529 W. Simpson Street Mechanicsburg, PA 17055 Address Date of Death 24 November 2002 Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. $ee Article IV, Fiduciaries Act of 1949. O r-I r-I I N O i N Z t` W Z 1- W ~ Q W a ~ W O N _ ~ w F- ~ J LL O Q w O Z ~ ~ p N Z w a a W !~ w m m v d m ~ v+ _ i0 ~ ~o a_ .~. c 0 U c ~o ... O ~ ..C d ~ ~ -Y ~- ~ at - O o J U ii m r m c `o Q inventory of the real and personal estate of Fern E. Markle I. PERSONALTY: A. PNC Bank, N.A. Certificate of Deposit Account No. 31300231130 B. PNC Bank, N.A. Checking Account No. 5003818441 C. PNC Bank, N.A. Savings Account No. 5003635426 D. Conseco - nursing home insurance payment E. Thornwalcl Home - payment reimbursement F. Blue Cross~Blue Shield refund Total: TOTAL VALUE, PERSONALTY: II. REAL ESTATE: 210NE TOTAL VALUE, REAL ESTATE: deceased $8,494.61 2,194.43 18,920.08 12,967.05 711.04 70.70 $43,357.91 43, 357.91 -0- TOTAL APPRAISED VALUE, ALL PROPERTY: 43, ~57~.91 REV-1500 EX (6-00) /1-/07- / REV-1500 '* COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE DEPl 280601 HARRISBURG, PA 17128.()601 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W (,) W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Markle Fern E. DATE OF DEATH (MM-DD-YEAR) 11/24/02 ./ FILE NUMBER 2 1 - 0 2 COUNTY CODE YEAR .!!....lo.l...!!..-2 NUMBER DATE DF BIRTH (MM-DD-YEAR) 09/18/1917 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A w '" ";!,,, u"'" w"u :rOO u"'... ..'" .. < ~ 1. Original Return D4.LimitedEstate [KI 6. Decedent Died Testate (AlIach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale of dealh after 12-12-82) D 7. Decedent Maintained a living Trust (Attach copyofTrusl) o 10. Spousal Poverty Credit (daleofdealhbaIweer112-31.91 and 1.1-95) SOCIAL SECURITY NUMBER 199 03 3727 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (daleofdealh prior to 12-13-82) D 5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AIlach Sch 0) 0- Z W Q Z it '" w '" '" o u COMPLETE MAILING ADDRESS NAME Kp; t-h 0... Rrp.nnp.man FIRM NAME (lfApp~cable) Sne1baker, Brenneman & ~pare, P. C TELEPHONE NUMBER 717-697-8528 44 W. Main Street Mechanicsburg, PA 17055 z o 5 ::::l I- 0: c( (,) w 0:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3, Closely Held Corporation, Partnership or Sole.Proprietorship 4, Mortgages & Notes Receivable (Schedule D) 5, Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6, Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter.Vivos Transfers & Miscellaneous Non.Probate Property (Schedule GorL) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) 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 (Schedule J) (8) 43,357.91 (1) (2) (3) (4) (5) 43,357.91 (11) (12) (13) 11,583.92 (6) (7) (9) 10.529.67 1,054.25 (14) 31,773.QQ (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I-' ::::l a.. :::i5 o (,) ~ 15. Amount of Line 14taxabfe at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) .,.0_ (15) 31,773._9.2_, .045 (16) , .12 (17) 1,428.03 (19) 1.428.03 16. Amount of Une 14 taxable at lineal rate 17. Amount of Une 14 taxable at sibling rate 18. Amount of Une 14 taxable at collateral rate , .15 (18) 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS Thornwald Homp 442 Walnut Bottom Road Carlisle ..- -=_.._- CITY --I STATE PA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1. 428. 03 1,226.00 61.30 3. InteresUPenalty if applicable D.lnterest E. Pena~ 1,287.30 Total Credits (A + 8 + C ) (2) TotallnteresUPenalty ( D + E ) (3) 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. 8. Enter the total ot Line 5 + 5A This is the BALANCE DUE. (5A) (58) 140.73 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......... . .......................... ................................. 0 jlg( b. retain the right to designate who shall use the property transferred or its income;.. .................. D agc. c. retain a reversionary interest; or................................. ......................................... ...................... D ~ d. receive the promise for life of either payments, benefits or care? ..................................... ............................... 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D iX 3. Did decedent own an "in trust fo( or payable upon death bank account or security at his or her death? .............. 0 ~ 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 pe~ury, I declare that I have examined this retum, including acoompanying 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 infonnaoon of which preparer has any knowledge. DATE '3/ /'1/(;:> 529 W. Simpson Street, Mechanicsburg, PA 17055 SIGNATURE:1 ~ER THAN REPRESENTATIVE ADDRESS.jLZ. 44 W. Main Street, Mechanicsburq, PA 17055 DATE 3/1'I/p ~ For dates of death on or after July 1, 1994 and before Januaiy 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 (al (1.1) (i)]. For dates of death on or after Januaiy 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. 99116 (a) (1.1) (jill. The statute does not exemnt 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 beneficiaiy. 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 decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the usa of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REv-,.oa EX+ (6-9a) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Fern E. Markley FILE NUMBER 21-02-1107 Include the proceeds of 1iI1gatlon and the date the proceeds were received by the estate. All property Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. PNC Bank, N.A. Certificate of Deposit, Account No. 31300231130 $8,494.61 2. PNC Bank, N.A. Checking Account No. 5003818441 2,194.43 3. PNC Bank, N.A. savings Account No. 5003635426 18,920.08 4, Conseco - nursing home insurance payment 12,967.05 5. Thornwa1d Home - payment reimbursement 711. 04 6. Blue Cross/Blue Shield refund 70.70 TOTAL (Also enter on line 5, Recapitulation) $ 43 , 357 . 91 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-991* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Fern E. Markley FILE NUMBER 21-02-1107 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers Funeral Home $8,115.00 B. ADMINISTRATIVE COSTS: ,. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)fEIN Number of Personal Representa.ti~e{s} SlreetAddress City Slate_Zip Year(s) Commission Paid: 2. Attorney Fees to Snelbaker, Brenneman & Spare, P. C. 2,000.00 3. Family Exemption: (If decedent's address is 1'01 the same a5 claimant's, attach explanation) Claimant Street MtIress City Slale_Zip Relationship of Claimant to Decedent 4. Probate Fees to Register of Wills 37.00 5. A~ Cumberland Law Journal 75.00 6. TalClleJiOOlalllllllllll1ial1> The Patriot News Co. 102.67 7. Reserve for filing fees, accounting fees and miscellaneous expenses 200.00 TOTAL (Also enter on line 9. Recapitulation) $ 10 52Q 67 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) REV-1512 EX+(6-98) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Include unrelmbursed medical expenses. FILE NUMBER ~1-O~-1107 Fern E. Marklev ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH West Shore Emergency Medical Service - payment on account, medical services $ 32.00 2. Pharmerica - payment on account, pharmacy 927.75 3. Thornwald Home - payment on account, residence expense 94.50 TOTAL (Also enter on line 10. Recapitulation) $ 1 , 054 . 25 (If more space is needed, insert additional sheets of the same size) R'V-1513 "" (9-00) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Fern E. Marklcv FilE NUMBER 21-02-1107 NUMBER I NAME AND ADDRESS DF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) RELATIONSHIP TO DECEDENT Do Not LIst Trustee(s) AMOUNT OR SHARE OF ESTATE Carvel L. Markley 529 W. Simpson Street Mechanicsburg, PA 17055 Son 100% of 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 BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT I, FERN E. MARKLEY, of the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. 14.1 SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, I give, devise and bequeath unto my husband, CLAUDE E. MARKLEY, absolutely and in fee simple. If, however, my husband, CLAUDE E. MARKLEY, does not survive me, then, and in that event, I give, devise and bequeath my entire said estate unto my son, CARVEL LEE MARKLEY, abso- lutely and in fee simple. LASTLY. I nominate, constitute and appoint my husband, CLAUDE E. MARKLEY, to be the Executor of this, my Last will and Testament, and if for any reason he should fail to qualify as such Executor or cease so to serve, then I nominate, constitute and appoint my son, CARVEL LEE ~ffiRKLEY, to serve MARTSON & SNELDAKEfl ATTORNEYS AT LAW set my hand and seal to this, my Last Will and Testament which consists of two (2) typewritten pages to each of which I have affixed my signature this ~~ day of ~ A. D., One Thousand Nine Hundred Seventy (1970). ~fJ1~ ~ ~~~ (SEAL) The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by FERN E. MARKLEY, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of Or9 a~s hereto. ~(~t't!~~~J each other, have subscribed J ~f~ ,0 cf,--,-c-hv II STATUS REPORT UNDER RULE 6.12 Name of Decedent: Fern E. Markl Date of Death: November 24, 2002 Will No.: Admin. No.: 21-02-1107 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No ^ 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 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 ~] No ^ c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Date: F~ril 25, 2003 ,~ Signature Keith O. Brenneman Name r.,. 44 W. Main Street :'.~ Mechanicsburg, PA 17055 <--- ~'` Address ~ (717)697-8528 ~- -- Telephone No. ,., ~.,.~ `.. :=7 Capacity: ^ Personal Representative ®Counsel for personal representative G~ 0 /'/~ ~>_ . ~' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT t" .... ,. KEITH 0 BRENNEMAN SNELBAKER ETAL 44 W MAIN ST '` MECHANICSBURG Pk1'17055 REV-1607 E% 6FP (01-037 DATE 05-19-2003 ESTATE OF MARKLEY FERN E DATE OF DEATH 11-24-2002 FILE NUMBER 21 02-1107 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: 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 __-~ ---------------------------------------------- _______ REV-1607 EX AFP (01-03) ~** ----°°-'-°--'°°-°°°---°--- INHERITANCE TAX STATEMENT OF ACCOUNT ~*~ ----------"" ESTATE OF MARKLEY FERN E FILE N0. 21 02-1107 ACN 101 DATE 05-19-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-21-2003 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 1,429.82 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 02-20-2003 CD002194 64.53 1,226.00 03-14-2003 CD002289 .00 140.73 05-05-2003 REFUND .00 1.44- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 1,429.82 .00 .00 .00 Cumberland County - Register Ot W111S One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 12/13/2006 GILROY HUBERT XAVIER 4 NORTH HANOVER STREET CARLISLE, PA 17013 RE: Estate of SINGER KATHRYN C File Number: 2002-01170 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/25/2006 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 Strasbaug. Clerk of the Orphans'~~Court cc: File Personal Representative(s) r-