The URL can be used to link to this page

Home My WebLink About01-0557 Will PETITION FOR PROBATE and GRANT OF LETTERS Estate of Lela R. Marzolf State No: No. 21-01-557 also kno w n as To: . Deceased. Register of Wills for the County of Cumberl aWctthe Commonwealth of Pennsylvania Social Security No. 162-36-3665 The petition of the undersigned respectfully represents that: Your petitioner (s) is/are 18 years of age or older and the execut ri x named in the last will of the above decedent, dated November 29, 1988 _and codicil (s) dated . (stale relevant ClCcumstances, e.g. renuncatlon. death at executor, etc.) Decedent was domiciled at death in Cumberlarr8mnty, Pennsylvania, with h er or principal residence at Le:Tqrt Manor 102, 825 North Hanover Street, Carlisle. Cumberland County. PA 17011 (list street, number and mumclpality) Decedent,then AA years of age, died Jlme 4. ?OOl at Carl-sle Hospital, Cumberland County, PA 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 last family 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 Pennsylvania situated as follows: $ $ $ $ WHEREFORE, petitioner (s) respectfully request (s) the probate of the last will and codicil (s) presented herewith and the grant of letters testamentary thereon. (testamentarY~; .lnistra.~n ~,.a.~ad,m:ristration d.b.n.c.l.a.) - R.R. #2~ Box 4574 _______.~~~ '8 ,~ Jonestown, PA 17038 race E. Smith :'a":;' ..- ,.. - c:a:~ '<:10 C:'= ::w~ ':'" .. ... :;0 a .ilP en PROBATE DATE: ,,- / ~ -0 J /1,-~3b-S OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} 55 COUNTY OF CUMBERLAND The petitioner (5) above-named swear (5) or affinn (5) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner (5) and that as personal representative (5) of the above decedent petitioner (5) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 12 th day of June 20~ ~(J7~~~:;Ie~( (jf.1UL t~ ace E. Smith J"J ;::; ;;; c " Estate of LELA R. MARZOLF , Deceased DECREE OF PROBATE AND GRANT OF LE'ITERS AND NOW, June 13 20.--2.L. in consideration of the petition on the reverse sIde hereof. satisfactory proof having been presented before me, IT IS DECREED that the instrument (5) dated November 29, 1988 described therein be admitted to probate and filed of record as the last will of Lela R. Marzolf and Letters Testamentary are hereby granted to Grace E. Smi th . .~.. 't~ ~! -... .-r..:. -, FEES Probate. Letters. Etc. . . . . . . .... . . . . . _ $ JCP _._...:.o~...:.",_ :1,.. : Praecipc:.:..:.:.:.~.:.:..:..:...- ~:..' ~~.' . . . . . . . $ x-pages Short Certificates ( -)..........;..,. ;'-;--:-... . -;-;- $ 18.00 5.00 ~"y(7~'b~~d -<kJ4"<r ;.. ... R.e~ter of Wills 3.00 -15.00 - Renunciation. . . . . . . . . . . . . . . . . . . . .. $ REV-l500 -- ---,. .,-.. .. .- 18.00 INVENTORy.................... $ 1Q.00 Kevin MT--Richat'ds 43751 ATTORNEY (Sup. Ct. 1.D. No.) P.O. Box 1140, Lebanon, PA 17042-1140 ADDRESS (717.) 274-3644 PHONE . . . . . . . . . ..-::-:-::-. -.-:._$ .rofAL-:..-: :.: :--:,-; '. ..' S' . '.a1: (rA Filed A - I ~ - 0 I WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. J, i} t J:" \' l\ i N OF DEATH r\J() T 4920348 , t- /- i.- ~ , '/;J " '~ ,,"~~~, 'it. .' .' ):':~)~~:' .~~ ~. # {~~- .~-- i /: / -J[~fl%;"'j,i,,J1~8,~ . 21-01-557 Le.LI{ K. M A ('Zo.Lt ,. t e fV1 0 L.e.. [\Ic: Ik'). - .3' ~ 3 '- , { C Q, rL,. SLej PA I C () M berl..~ tld I / Date of Death 0..- Ne.. I.j 12.oOL. / " JVl...y 1., lif/2- ,I Co.rL;SLe HosP,'tA.L C~rL." S.L.L [.J~_n'l,<;Ylv.El n I a :: t.,..'.... - wl1: I-.e SchaOL f.e,Gc~e.r- fdvca.r,'l)/V ',,,>fi Forr:es'f C'i r:!.s21 No ,(-. I:: ;,:'~ Ci e ~': t W/dOL'U"" '/\c:j(",:, L-t ~rtmdNorlflO).,J Y1S' N. JJ~jJ(;Jt.(" SltC~cLisLejE'L.j~tlLi... G rAc.e StY'l,' fh ." I); d wAle fYl.J'Al1dec 21'm I'Y/ ec "YHN. J/.~. S~lder r;;tI-erAL ~O>>1 e fN("1 J39' S. ~Lf il..~O Gi{el/ sl./ur;N e. ~'rQ"'e/ flL_l7ft.o i I'Terval Between Onset and Death Cowfesh lie I-Iearf- foi'Ll/('", A SliD Lf ' d i:l..y-S.. n ... _.un LlNK.tv.a.U.I1L ry OCCl..JrrCe! ~ p- -.:-:<~;l i !(:(; [)i.:,tc' ~ Ge-c '['Ie p. BrQNSI-ViN,fr. fI1~jJl f.fo wa/...Nvi ~d"]1';M f!...d'J CarLI'sLe/ PA, 1'70/3 ifv1 D.. DO. Coronel'. M,E) r ~ . r 'iti " (Ji (j f~,Fn a 'iqln I certilicate ,::\ i"l. j f::~ e. c; : t a I c! r- ; U i i (": e r tit I cat t: \N ~ f ~ tJ e f CJ r' \IV a " cJ pdt 0 the ! 1: d Cf (:1 f 1 '; ~Ne ~1v>,,1 .AtiJzLo (2. ~~<t~~g... 3 D. 3 . S. .--r:;" ~el1 0 (.,[<LN..sL. ?Al.fG (0.11 e 1-. f4 niL!. .. 21-01-557 '3l'<6fq<6 .LAS.T-KILL_MD_.T.E.S.TAME~j' c..(j..r' \" S \e.... ~r't)~~) (\,) """'- bc::...... \4e-.\D I, LELA R. f.1ARZOLF, of ~ GrOVl: '.ruwn~hlf:J' Cchu'yl"'.ill~ ""{~t\...l..fL M. County, Pennsylvania, being of sound mind and memory, hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all previously made Wills and Codicils. .F.IRS.l' I NOTARIAL SEAL i THOMAS A. HJ\MILTON, Notary Public I Carlisle Bore, Cumberland County, PA her ei na~ tMnCrna1lWe~~ EW"a~ 7, 2001 ~!"#otor,.io~i;'''~~~,!,'!l\)J'tlOIt.]l... ~..,..,:~ I direct my personal representative all my just debts and burial expeness as soon as practicable after my death. / .sE.C.Q~D All of the rest, residue and remainder of my estate, both real and personal, tangible and intangible, and wheresoever situate, I give, devise and bequeath as follows: A. Ten (10%) percent shall be distributed so that one-half (1/2) thereof shall be paid to the RADIO BIBLE CLASS OF GRAND RAPIDS, MICHIGAN, and one-half (1/2) thereof shall be paid to GEORGE YERGER and MARTHA YERGER, his wife, or the survivor of them. B. Ninety (90%) percent shall be distributed among my th ree chil dren, namely, ROBERT S. MARZOLF, GRACE E. SMITH and CHESTER L. ~~ZOLF, in equal shares. The share of any child who may predecease me shall pass to hi s or her hei rs. .I1l.IRD I nominate, constitute and appoint my daughter, GRACE E. SMITH, Executrix of this my Last Will and Testament and direct that she shall not be required to enter security in any jurisdiction in which she may act. In the event of vacancy in the office of Executrix, I appoint my son, CHESTER L. MARZOLF, succeeding Executor and direct that he shall not be required to enter security in any jurisdiction in which he may act. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament this ;)i'-#{ day of fJ/f;-;'-f!I",,/i"e-t . , 1988. 0:." -/}~) 'I ./ /I -----~~~~LifA~R?~~ -------- SIGNED, SEALED, PUBLISHED and DECLARED by LELA R. MARZOLF, the Testatrix above 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, all being present at the same time, have hereunto subscribed our names as witnesses. .>1 J /J '~./.'.'.../' //./ //' " , /' Y"., "/ b ' ~'.(c///~~:!:_~_____ " Witn~ss 1 "J 11<. II ~ _t:::Z.U ::.c~-~_wj __-15-~\" _______ Witness ?/' .4 - /:/;V' _LdF~~~~.:::__~ 1_______ Address !~ ~ 0~v-<- Rv ----------~~------~----------- Address OATH OF NON-SUBSCRIBING WITNESS 21-01-557 CUMBERLAND COUNTY, SS: On the 12th day of Before Me, MARY CLEWIS June , A.D. 2001 Register of Wills~ Grace E. Smith .~. ~ /\'/06 f/ in and for said County, personally came and being duly qualified according to law deposes and says that they ~are familiar with the signature of Lela R. Marzolf Testatrix of the foregoing Will and that thpy believe the signature on the Will is the handwriting of Lela R. Marzolf decedent to the best of their knowledge and belief. Sworn and subscribed) before me, this 12th day of June _A.D., 2001 ~/rd !:f///hf>.v,MJ') ~.~,;tr 'T RegJ..ster , ) ) ) ~/~ race E. Smith Q~ / /}~ ~ 21-01-557 IN RE: LELA R. MARZOLF . . IN THE OFFICE OF THE REGISTER OF WILLS AND CLERK OF THE COURT OF ORPHANS' COURT DIVISION CUMBERLAND COUNTY, PENNSYLVANIA No. . . PRAECIPE FOR ENTRY OF APPEARANCE TO THE REGISTER OF WILLS AND CLERK OF ORPHANS' COURT: Please enter the appearance of Kevin M. Richards Esquire, of Henry & Beaver LLP, whose address is P.O. Box 1140, Lebanon, PA 17042-1140, as attorney for the Estate in the above-captioned matter. HENRY & BEAVER LLP BY:~~~ I.D.# 43751 Dated: June 12, 2001 "".; ~ CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Lela R. Marzolf Date of Death: June 4, 2001 No. 2001-00557; Bureau File No. 21-01-0557 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-8aptioned estate on July 12, 2001. Name Address Robert Marzolf 2305 East Waterlo Lot 32 Akron, OR 44312 Chester L. Marzolf 141 Lincoln Road Chambersburg, PA 17201 RVC Ministries Grand Rapids, MI 49555-0001 George Yerger Martha Yerger 1885 Valley Road Marysville, PA 17053 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Telephone Capacity Ke~~ P . . Box 1140 Lebanon, PA 17042-1140 (717) 274-3644 Personal Representative -X- Counsel for Personal Representative Date: 12, 2001 Signature Name Address .... ...1 o .... i.J I (.1 ;..1 iii ~\ o 1'-' 0000= Q):Jc3~= ::!.. CD C"l =- (ii' 0 rr CD =- (1)O~9.:- ~ c - _ "U ;::+ ~ ~ :: ~:::::l'"c..(1)=- o _ ......cOAl=- -..JenOCD=- o (1) c C9, ::- w(J)a~== ..0'<(1) cO"'" ~o9. (1)5.:2: :::::l'"= O'fij c en (1) ~ ~ \ \:) " \ ~ l>-t ~ ::r: tT1 r- Z ~ ~ ~ ~ " 'J -I '-< ~~~~~ ZOi=z:...... ' t>l r- tT1 ..... ~oo-<tT1 "><~V>> :::j-V>~< o ~ -I .. I>Oi"r-tT1 ~ a ~ 10 i t""" '0 t""" '"tl 1 . ,~~ ~ 'fl ,!,', ~ ,\. . \ f. ! (,' \ ~ V' / \ "'\'\ f' ~ ... el'.:, f \, , ' ~. ~ ' '\ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RICHARDS KEVIN M ESQ POBOX 1140 LEBANON, PA 17042-1140 ____un fold ESTATE INFORMATION: SSN: 162-36-3665 FILE NUMBER: 21-2001- 0557 DECEDENT NAME: MARZOLF LELA R DA TE OF PAYMENT: 08/27/2001 POSTMARK DATE: 08/24/2001 COUNTY: CUMBERLAND DATE OF DEATH: 06/04/2001 NO. CD 000201 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,400.00 I I I I I I I I TOTAL AMOUNT PAID: $1,400.00 REMARKS: GRACE E SMITH C/O KEVIN RICHARDS ESQUIRE CHECK# 009 SEAL INITIALS: VZ RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS t , ,ri-'~'" . -I - c( == l- t/) a: - LL .- --. , 0) C/) C/) ::::::I _0 =.r::. s1:: -::::::I o 0 L... <..> 0) 0) >- L... -=-_ctl('l') -C/)C::::::I....... -= "0, ::::::I C'" 0 -=0)0(/)1'-- =0:::<..>0)....... = O)"Q C/)<( =.r::.C::::::Io... =-ctlO =--;::.r::. ~ =00)1::0) = O)..c ::::::I C/) -= c..> E 0 ";: - "- ,'\ ctl -=:;j::::::::I'-' -=0<..>.......<..> ~ ......l 0 ......l '<l' ~ ~ f- u.l , lJ.l u.l (\J -l ~ 0 '<l' ~ ~ f- ~ 0 </) ~ lJ.l </) ~ >< ~ >-- 0 j:Q u.l -l al Z -l c:i z' ~ ~ ~ 0 0 c.; ~ f- I', Z ~ <"l ~ :z (j) u.l -l lJ.l ::r: REV-1500EXI6-ilOj COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 / 6' -~b' - -..s- REV-1500 OFFICIAL USE ONLY w .., ::.::$Cf.l ,,"'>: w"" ,,00 "",~ .... .. .. FILE NUMBER INHERITANCE TAX RETURN RESIDENT DECEDENT _Z-l-~l lL22-L_ COUNTY CODE YEAR NUMBER I- Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) MARZOLF, Lela R. DATE OF DEATH (MM-DD-YEAR) June 4, 2001 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER 162 36 3665 DATE OF BIRTH (MM-DD-YEAR) July 2, 1912 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) []] 1. Original Return D 4. Limited Estate []J 6. Decedent Died Testate (Attach oopyo!Will) o 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale oldealh alter 12-12-82) D 7. Decedent Maintained a Living Trust (Macl1 oopyolTrusl1 D 10. Spousal Poverty Creditldateoldeath between 12-31-91 and 1-1-95) D 3. Remainder Retum (dale 01 death prior to 12-13-82) D 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) .., Z w NAME c Kevin M. Richards, Es uire z 0 .. FIRM NAME (I/Applicable) LLP U) Henry & Beaver w '" '" TELEPHONE NUMBER( 71 7 ) 0 274-3644 " COMPLETE MAILING ADDRESS P.O. Box 1140 Lebanon, PA 17042-1140 z o !;( ...I :J I- 0: <C o 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) D Separate Billing Requested 7. InterNivos 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) 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) OFFICIAL USE ONLY (1) (2) (3) (4) (5) 36,321.44 (6) (7) (8) 36,321. 44 (9) 4,263.37 763.42 (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) (Ii) 5,026.79 (12) 31,294.65 (13) 1,564.73 (14) 29,729.92 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;;c I-' :J II.. ::ii: o o X ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under See_ 9116 (a)(l.2) '0_ (15) ,,0 li (16) 1,111.64 x .12 (17) x .15 (18\ 754.02 (19) 1,865.66 16. Amount of Line 14 taxable at lineal rate 24,703.13 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 5,026.79 19. Tax Due 20D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > >BE SURE TO ANSWER ALL l:lUESTIClNS ON REVERSE SIDE AND RECHECK MATH < <. " '7., i;.', ;" Decedent's Complete Address: STREET ADDRESS LeTDrt Manor CITY STATE P A ZIP17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditsJPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,865.66 1.400.00 73. 68 Total Credits (A+ B +C) (2) 1,473.68 3. InteresUPenalty if applicable D. Interest E. Penalty 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) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5) (SA) (5B) 391.98 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. 391.98 Make Check Payable to: REGISTER OF WILLS, AGENT T'riV"'--W"~~""!f~l1lJl:~"'-"- '''Tllr l'ilii II _ 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 [X b. retain the right to designate who shall use the property transferred or its income; ........................... .... 0 [X c. retain a reversionary interest; or ................... .. .................. . ....... ............... D U d. receive the promise for life of either payments, benefits or care? ...... .......... ...................................... D K]: 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .. ......................... ................. 0 KX 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .... .. 0 K] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ... .... ... ...................................... ................ .. 0 g 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 penallies of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct alld complete Declaration ofprepareroll1erlhan the personal representative is based on all informalion of which preparer has any knowledge SIGNATURE OF PERSON RESPON~E FOR FILING Grace E. Smi th)1 " ADDRESS . I R. R. #2, Box 457,v, Jonestown, SIGNATURE OF PRE PARER OT ~EPRESENTA DATE 10/23/01 PA 17038 ADDRESS 937 Willow St., P.O. Box 1140, Lebanon, PA 17042-1140 Esquire DATE 10/23/01 '~.),'-'t~:~:'~~'~~y'J:1,~,i~f:;:~7.~T;"::.~1"+~'7I~~~?~;?!~:: ,_. '~:'::',~S7VJ:;;~~~U~'tf:t:j 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 sUlViving spouse is 3% [72 P.S. !i9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sUlViving spouse is 0% [72 P.S. 99116 (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 sUlViving 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. !i9116(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 use 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,,"''''''''''" . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF MARZOLF, Lela'Rf. FILE NUMBER 21-01-0557 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 1- 2. 3. 4. 5. 6. 7. 8. g. 10. 11. 12. DESCRIPTION Checking account held at Orrstown Bank, acct#410780 Checking account held at Orrstown Bank, acct. #108210013 Checking account held at Jonestown Bank & Trust Company, acct. #300152 Refund of entrance fee from Church of God Home, Carlisle, PA Refund from Prudential Insurance Company PA Property Tax Rebate Erie Insurance Company refund Banker's Life and Casualty refund Prescription reimbursement COG Pension Benefit Banker's Life Insurance refund Guidepost subscription refund VALUE AT DATE OF DEATH 347.78 10,904.23 1,383.81 22,000.00 1,333.33 107.00 54.00 56.72 24.66 84.03 10.00 15.88 TOTAL (Also enter on line 5, Recapil"la!;on) $ 36,321.44 (If more space IS needed, Insert addltronal sheets of the same size) -~"",._,*.,. ......"...-.'......... .....'.-.,.. ',d-'_..' '. '-. ", ....,,;.'~.'.;,. "'-",'. . COMlAONWEALlH OF PENNSYlVANIA II<I<ERlTANCE TAX RETURN RESIOENT DECEOENT ESTATE OF MARWLF, Lela R. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ;o.~,'" Debts of decadent must be reported on Schedule L FILE NUMBER 21-01-0557 ITEM NUM8ER DESCRIPTION AMOUNT A. ~FUNERAL EXPENSES: 1. I'unera 1 1 uncheon 450.00 2. Bet ty Anne Adams - piano at funeral 25.00 . . - 8. ADMINISTRATIVE COSTS: 1. Pereonal Representative's Commissions Name of Personal Representative (s) Grace E Smith 2,000.00 Social Se<llrity Numbe~s) I EIN Number of Pe",onal Reprasantative(s) Street Address R. R. #2, Box 4574 City Jonestown State PA Zip1T038 Year(s) Commission Paid: 2001 2. Attorney Fees Henry & Beaver LLP 1,000.00 3. Family Exemption: (If decadent's address ls not the same as claimanfs, att2.d1 explanation) Claimant . StreelAddrass City State Zip Relationship of Claimant to Decedent Cumberland County Register of Wi 11 s 41.00 , 4. Probate Fees 5. Acoountanrs Fees 200.00 .. 6. Tax Retum Pl'l!parer's Fees 7. Mi scell aneous expenses: U-Haul of Carlisle, PA 94.74 Cumberland Law Journal - advertising 75.00 The Sentinel - advertising 77.63 Miscellaneous reserve 300.00 TOTAL (Also enter on line 9. Recapitulation) $ 4,263.37 (If more space is needec, insert additional sheets of the same size) REV.151ZEX. (1.fT) '* SCHEDULEr DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA lNHE.~ITANCE 'TAX RETURN RESlOENT OECEOENT MARZOLF, Lela R. FILE NUMBER 21-01-0557 ESTATE OF Include unreimbursed medical expenses. ITEM , NUMBER 1. 2. 3. 4. 5. 6 . DESCRIPTION AMOUNT 30.82 12.00 380.72 25.48 272.12 42.28 Brockie Pharmatech Merck Medco RX Services Joann Kidd, personal care services PA Dept. of Revenue, income taxes Church of God Home 20120 Optical / , TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 763.42 M\Io1513E1t-U-I7i *' SCHEDULE J BENEFICIARIES COMMONWEAUH OFPENNSYt.VANtA INHEillTANCE TAX RETURN RESIDENT DeceDeNT ESTATE OF MARZOLF, Lela R. FILE NUMBER 21-01-0557 1. NAME AND ADDRESS OF PEHSCN(S) RECEIVING PROPEHTf TAXABLE DISTRIBUTIONS (Indude outright spousal distributions) George and Martha Yerger 4 Muhlenburg Duncannon, PA 17020 2. Robert S. Marzolf 2305 East Waterlo Lot 32 Akron, PH 44312 RELATIONSHIP TO DECEDENT Do Not Ust Trustea(s) AMOUNT OR SHARE OF ESTATE NUM8ER 1. Friends 5% Son 30% 3. Chester L. Marzolf 141 Lincoln Road Chambersburg, PA 17201 4. Grace E. Smith R.R. #2, Box 4574 Jonestown, PA 17038 Son 30% Daughter 30% ENTER OClLARAMOUNTS FCR DIST"ISUTICNS SHOWN A80VE ON LINES 15 THROUGH li. AS APPROF,RIATE. ON REV 1500 COVE.R SHE:;:, II . NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SECTICN 9113 FOR WHICH AN ELECTiON TO TAX IS NOT BEING MADE 1. RBC Ministries 3000 Kraft Avenue SE Grand Rapids, MI 49555-0001 5% B. CHARITA8lE AND GOVE"NMENTAl DISTRiBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NCN-TAXABlE DISTRIBUTIONS ON UNE 13 OF REV 1500 COVE" SHE::T $ (If mere space is needed, insert additional sheets of the same size) .f t(Q)(PY '3\,,,,{q '6 T,AST WTT,r, AND TESTM1ENT c.G..r-\\ S \t:.... ~ n.~~ ) of ~ ~LUV.t;: Yuw hi.t", C\.) .....-.be..,..\4~ IS el, U.l' n';'l1. '1: ~t\ - l..1?- t1, I, LELA R. ~1ARZOLF, County, Pennsylvania, being of sound mind and memory, hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all previously made Wills and Codicils. FIRST I NOTARIAL SEAL 'THOMAS A. HA.MILTON, Notary Public I Car!isle Bora, Currberland County, PA hereina~~cna.'lII!leldp E:t>&a~7, 2001 ''''~''''''''''''-.-..-- I direct my personal representative all my just debts and burial expeness as soon as practicable af ter my death. I .s.&;Q~.D All of the rest, residue and remainder of my estate, both real and personal, tangible and intangible, and wheresoever situate, I give, devise and bequeath as follows: A. Ten (10%) percent shall be distributed so that one-half (1/2) thereof shall be paid to the RADIO BIBLE CLASS OF GRAND RAPIDS, MICHIGAN, and one-half (1/2) thereof shall be paid to GEORGE YERGER and MARTHA YERGER, his wife, or the survivor of them. B. Ninety (90%) percent shall be distributed among my three children, namely, ROBERT S. 14ARZOLF, GRACE E. SIUTH and CHESTER L. MARZOLF, in equal shares. The share of any child who may predecease me shall pass to his or her heirs. TH TR D I nominate, constitute and appoint my daughter, GRACE E. SMITH, Executrix of this my Last Will and Testament and direct that she shall not be required to enter security in any jurisdiction in which she may act. In the event of vacancy in the office of Executrix, I appoint my son, CHESTER L. MARZOLF, succeeding Executor and direct that he shall not be required to enter security in any jurisdiction in which he may act. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament this ;J,1;;i( day of }/#:-/4t r,,;.;&t- . , 1988. 0-.~ ./' /Fv'! ., , _-0.,;.' e4~L.L-.i//!.-t};'~______ LELA R. MlffiZOtF SIGNED, SEALED, PUBLISHED and DECLARED by LELA R. MARZOLF, the Testatrix above named, as and for her Last I'lill and Testament, in the presence of us, who at her request in her presence and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. ~.~_ /~_ ;/) ~..-Jd ~,,../ / !L~---=J Witness .rt "./) ~u.. '-C(.~ J...,-" &--:'<'-'\'- Witness v . / .- ?/ . V'/ _ " /~....,/ _L.::'L:,~-::::::...~,I':'''-- /( Address /~ ~ tJ~ Pcv ------~-----~---------- Address ~ "'U oQ.~ 0-<:0 30- 3-0 u;[;;">6 Elg-r-l ::>::>-<)> mgO:o x - c- -g. r Z )> ~CDG)r ~g-- en CJ::>zm <1l0S)> n::Jlllr ~ 0-.< _~ g "'U t\:)::Jg. 0-< = ~ (") REGISTER OF WILLS INVENTORY AND APPRAISEMENTS 111 the Matter of the Estate of of Lela R. Marzolf late of the , in the COtillty of Cumber 1 a:l16 of Penllsylvania, deceased. Checking account held at Orrstown Bank, acct. #410780 347 78 10,904 23 1 , 3 83 81 22,000 00 1,333 33 107 00 54 00 56 72 24 66 84 03 10 00 15 88 -------- ----- -------- 36,321 44 Checking account held at Orrstown Bank, acct. #108210013 Checking account held at Jonestown Bank & Trust Comoany, acct. #300152 Refund of entrance fee from Church of God Home, Carlisle, PA Refund from Prudential Insurance Company PA Property Tax Rebate Erie Insurance Company refund Banker's Life and Casualty refund Prescription reimbursement COG Pension benefit Banker's Life Insurance re-ilnd Guidepost subscription refund TOTAL REGISTER OF WILLS -eumbe-r~ County of , ss: 4.~ 1\dmirristr~t.pf the Estate of Execut rl X Lela R. Marzolf deceased, being duly swo rn according to law, depose and say that the items appearing in the forgoing I nventory and Appraisement include allofthe personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said decedent; that the valu- ation placed opposite each item of said Inventory represents its fair value as of the date of the decendent's death, and that decendant owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. Swo rn and subscribed ~M<- t ~. Gr, ce E. Smith day of 2001 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RICHARDS KEVIN M ESQ POBOX 1140 LEBANON, PA 17042-1140 nh__h fold ESTATE INFORMATION: SSN: 162-36-3665 FILE NUMBER: 21-2001- 0557 DECEDENT NAME: MARZOLF LELA R DA TE OF PAYMENT: 10/24/2001 POSTMARK DATE: 10/23/2001 COUNTY: CUMBERLAND DATE OF DEATH: 06/04/2001 NO. CD 000432 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $391.98 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: KEVIN M RICHARDS ESQUIRE CHECK# 11 SEAL INITIALS: AC RECEIVED BY: $391.98 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS \, /6 -~b-~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RecoroL' Rerre DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-10-2001 MARZOLF 06-04-2001 21 01-0557 CUMBERLAND 101 KEVIN M RICHARDS HENRY 8 BEAVER PO BOX 1140 LEBANON ES~01 ole 17 P12 :03 '* REY-1547 EX AFP Cl2-DDl LELA R Clen" p~la"D(tzd; FA Allount Rellitted 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 =i5,,-j-E3f-AFP--fi1f':ooY-NoYicE--OF-YtiHEififAifcE-YA"X-A-PPRA-isEi"-ENT~--ALrowAifcE-(fR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MARZOLF LELA R FILE NO. 21 01-0557 ACN 101 DATE 12-10-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 24,703.13 X 045 = 1,111.64 .00 X 12 = .00 5,026.79 X 15 = 754.02 (19)= 1,865.66 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 36.321. 44 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 4,263.37 763.42 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 36,321.44 (11) (12) (13) (14) 5.026 79 31,294.65 1,564.73 29,729.92 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-24-2001 CDOO0201 73.68 1,400.00 10-23-2001 CDOO0432 .00 391.98 TOTAL TAX CREDIT 1,865.66 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF WILLS. AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of AppealS, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lSOl) for an explanation of administrativelY correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a dailY rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 77. .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 77. .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. I ..i G O'~ REGISTER OF WILLS OFCUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 Estate No. State FILE NO.21-2001-0557 Name of Decedent: Lela R. Marzolf Date of Death: 6/4/2001 Social Security Number: 162-36-3665 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: ,/ No Yes 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: , a. Did the personal representativy 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 ;~ 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 attac ed to this report. Date: 3/28/03 Kevin M. Richards, Esqiure Name (Please type or print) P. O. Box 1140 'I ~l Address Lebanon, PA 17042-1140 (717) 274-3644 Telephone No. Capacity: Personal Representative xx Counsel for personal representative (! <,'V '--.)/ -- SINCE 1888 3211 North Front Street P.O. Box 5300 Harrisburg, PA 17110-0300 717-238-8187 Fax: 717-234-9478 May 20, 2004 Ms. Glenda F. Strausbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Other Offices Colonial Park Mechanicsburg 717-652-7020 717-691-5577 Millersburg Shippensburg 717-692-5810 717-530-7515 Re: Estate of Eugene T. Spelman No. 2002-00557 Dear Ms. Strausbaugh: r'.....; Enclosed for filing is Status Report Under Rule 6.12. So that I may be sure this mailing has been received and the filing completed, please stamp the extra copy of the Report with your clock-in stamp and return it to me in the pre-posted envelope provided. Thank you. Very truly yours, rffl.G.. ER, WIC. KERSH. AM ,KNAUSS & ERB, P.c. \~J-'~~-~-L_,~(/r ~./4-,{f o-cle.-. Jered L. Hock JLH/amm Enclosures cc: David V. Spelman (w/enc.) James F. Carl Edward E. Knauss, IV' Jered L. Hock Steven P. Miner Clark DeVere Milton Bernstein Bruce J. Warshawsky Francis J. Lafferty, IV David H. Martineau Andrew W. Norfleet Andrew C. Spears 305390- I Young-Suh Koo , Board Certified ill civil triallmll and advocacy by the National Board ofTr;al Advocacy