The URL can be used to link to this page

Home My WebLink About04-0038 PETITION FOR PROBATE and GRANT OF LETTERS Estate of BEVERLY B. HOYAUX NO. (~2,/-- ~d/o ~J~ also known as To: ' Register of Wills for the Social Security No. 165-05--098'8 Deceased. County of Cumberland in the 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 execut or named in the last will of the above decedent, dated September 13 19 94 and codicil(s)dated ' (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with hor last family or principal residence at 10 Garland Court, Carlisle. PA 17013 Borough of Carlisle - (list street, number and muncipality) Decendent, then . _ 85 --_ years of age, died January 5 at Carlisle 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 incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 30 000 00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 90 000 DC) situated as follows: 10 Garland Court Carlisle PA WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters r ~ ehman t n r y theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ~ Jan~ F Burke Vice Pres~ident ~._o Manfifacturers and Trader° Trust Company ~ Successor to Farmers Trust Company ~o One West High Stree~ ~ ~.q w'l 'j ~ 1 ~, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } COUNTY OF _~CUMBERLAND SS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and corcect 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 truly administer the estate according to law. ,Sworn to or affi_r~.~d and subscribed ~- ~-~)J~.~L~ ~ ~sr~r_e me this _/.~ ~ day of . /Jane/P Burk6 ~ice Prosident o~' ....... '-'~'.L --- J~P-~J Manu~Jacturers and Traders Trust Cor$~anv - -~ - - C-- R .- ............ mor~ ~r,,~r ~;Oml~ny ~zo_~~ egtst~r t ~. No. =,~,/-tg~/- ~ Estate of BEVERLY B HOYAUX , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW j..j / /-~ .I~ .... in consideration of the petition on the reverse side h~eof, satisfactory proof having been presented before me,/9 ~ and Letters ~ ~ ~' / / ~e hereby granted to ~ ~~.~e ~ ~2~. ~/~. FEES Probate, Letters, Etc .......... $~.~P~5 Robert R Black Esq Short Certificates( )'. ......... $ /~zP~ ATTORNEY (Sup. Ct. I.D. No.) ~'-~/v~.~ 36 South Hanover St Carlisle PA 17013 ~nunCmtion ................ $. /cD. ~ o O~-'~ $ /~'3. ~:~ ADDRESS TOTAL $o27'/~.~ 717 243 3727 Filed~../. ~.>. -~-'~- -/'~:P-~. ........... PHONE This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ ~ ~_._L. ~¢~t.t..~.~l~~ ,, Local Registrar P 8 8 9 9 2 6 5 · ~~X JAN ? 200~ .ms.~,.3 m~. z~? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ~.t CERTIFICATE OF DEATH iNK Beverly B. Boyaux Female 165 -- 05 -- 0988 ,- January 5, 2004 85 : i PA ,~-,--~ E~,~ [] ~ ~ ~ [] ...... ~ ~, [] ~/~1 Cumberland Carlisle Carlisle Regional Medical Ctr. ,~..,~.~,,,.,,~., .... . White Salon ~.E] ~i~ ~o-,~ ~-. ~-~-. ~-. ~. c,, ,,.Widowed 10 Garland Court ,7,.m.,~ _ o. ,,,.El ~..~ Carlisle, PA 17013 Cumberland Charlotte Grove ~E] ~ ¢,.~.~ ~.~.[] PA 17013 ~ ~[] Jan. 8, 2004 .o~ Cumberland Valley Memorial Gardens Carlisle, PA 17013 014819 L ~--'''~*~"'"" ~,,- 17013 ............. ~')"~ ........... '" ......... ~"~"~'~ '"'~'~?.~'-~'-~?-'.~?~.~'??.~ .................... , .................... ~,~,~ ~Arts ~1~ ,220 Wilson St. ,~rlJ LAST WILL AND TESTAMENT OF BEVERLY B. HOYAUX I, BEVERLY B. HOYAUX, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNEI~L EXPENSES FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon as may be convenient after my death. PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. BEQUESTS THIRD: I give the indicated amounts or items to the following individuals who survive me: (a) To GARY HOYAUX, my son, Five Thousand Dollars ($5,000.00) (b) To MARY HOYAUX, my daughter-in-law, One Thousand Dollars ($1,000.00); (c) To MICHELE HOYAUX, my granddaughter, Five Thousand Dollars ($5,000.00); (d) To ANGELA HOYAUX, my granddaughter, Five Thousand Dollars ($5,000.00); (e) To CONNIE SOLSKY, my niece, Five Thousand Dollars ($5,ooo.oo) (f) To JERE HARTMAN, my nephew, Five Thousand Dollars ($5,0o0.00) (g) To KRYSTA HARTMAN, my grandniece, Five Hundred Dollars ($500.00) initials (h) To KIM SOLSKY, my grandniece, Five Hundred Dollars ($500.00); (i) To KEITH SOLSKY, my grandnephew, Five Hundred Dollars ($500.00) (j) To KURT SOLSKY, my grandnephew, Five Hundred Dollars ($500.00) (k) To KARY SOLSKY, my grandnephew, Five Hundred Dollars ($500.00) (1) To STEVE HARTMAN, my grandnephew, Five Hundred Dollars ($500.00) (m) To the Second Presbyterian Church, Garland Drive, Carlisle, Pennsylvania, Five Thousand Dollars ($5,000.00); (n) To the Dickinson College Library, Carlisle, Pennsylvania, One Thousand Dollars ($1,000.00); (o) To the Salvation Army, One Thousand Dollars ($1,000.00). If any beneficiary shall not survive me, then the gift to such beneficiary shall lapse and be distributed as a part of my residuary estate. DISTRIBUTION OF RESIDUE FOURTH~ I devise and bequeath the residue of my estate of every nature and wherever situate, in equal shares, to my granddaughter, MICHELE HOYAUX, my granddaughter, ANGELA HOYAUX, my niece, CONNIE SOLSKY and my nephew, JERE HARTMAN. PROTECTION OF BENEFICIARIES (Spendthrift Provision) FIFTH~ No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. MINORS AND INCAPACITATED BENEFICIARIES SIXTH~ If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee initials or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor and shall serve without bond. PO~ERS OF EXECUTOR/RIX SEV~"£H: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and upon such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so- called "legal investments;" to make distribution in cash or in kind; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTNENT OF GUARDI~ OF ESTATES OF MINORS EIGHTH: I appoint my executor as guardian of the estates of minors with power to hold all property payable by law to a guardian appointed by my will and to use it for the minor's health, maintenance, support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same powers as my executor, and shall serve without bond. initials ~PPO~NTMENT OF EXECUTOR/R~X NINTH: I appoint FARMERS TRUST COMPANY, Carlisle Pennsylvania, Executor of my will. I direct that my Executor shall not be required to furnish security in any jurisdiction. INTERCHAN~E~%BILITY OF LANgUagE TENTH~ Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEP, DIN~S ELEVENTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. I have signed this will this 15~' day of Y~"~ 1994 , - Robert R. Black Witness ACKNOWLEDGMENT and ~FFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, Beverly B. Hoyaux, the Testatrix in, and Robert R. Black and ki~0~ ~. ~ , the witnesses to the last will, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my last will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her last will, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as a witness and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Testatrix, VBever~ B. H'q~x~. t Witness, k Witness SUSAN K. GUYER, Notary Public Carlisle, Cumberland Coumy My Commission Expires Sept. 4,, 1995 Private Client Services Group P.O. 220 wgsr ma. 7o1 717-24&4504 Toll Free 1-80&822-2155 Register of Wills Cumberland County Court House Onc Courthonse Square Carlisle. PA 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name or Decedent: BEVERLY B. HOYAUX Dale of Death: January 5, 2004 Will No. 21-04-(}038 To the Register: I certi~' that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Conrt Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January 15, 2004: Gal3.' Hoyaux MaD' Hoyaux Michele Hoyaux Orner Angola Hoyaux Suddreth 144 Fairvimv Drive Spring Garden Estate Lot 17 Spring Garden Estate, Lot 11 105 Suddreth Lane Carlisle. PA 17013 Carlisle. PA 17013 Carlisle, PA 17013 Candler, NC 28715 Connie Solskv Jere Hartman Kr3.'sta Hartman Bryant Klm Solskx 200 Lahoma Lane 10 North 13th Street 740 Walnut Street 13 North Carolina Avenue Reading, PA 19601 Cohtmbia, PA 17512 Columbia, PA 17512 Sinking Springs, PA 19608 Kcith Solskv Kurt Solskv Kan.' Solskry Steve Hamnan 34(13 Hickory Hollow Road 39 Sierra Drive 200 Lahoma Lane 1017 Mine Road Harrisbnrg, PA 17112 Califon, NJ 07830 Reading, PA 19601 Lebanon, PA 17042 Second Presbyterian Church Dickinson College Librm.'y Salvation Army 528 Garlaud Drive P.O. Box 1776 125 South Hanover Street Carlislc. PA 17013 Carlisle, PA 17013 Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Jauuar3~ 15- 2004 Signalure ~k.L, ~,~L~ o J~ne F. Burke, Vice President Address Manufacturers and Traders Trust Company One West High Street Carlisle, PA 17013 Telephone (717) 240-4504 Capacity: Personal Representative cc: Robert R. Black, Esq. Manufacturers and Traders Trust Company Private Client Services COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDU~L TAXES DEPT. 280601 HARRISBURg,, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003732 MANUFACTURERS & TRADERS TRUST ONE WEST HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ ford .......... ,.: 101 $8,000.00 ESTATE INFORMATION: SSN: 165-05-0988 FILE NUMBER: 2104-0038 D. ECEDENT NAME: HOYAUX BEVERLY B DATE OF PAYMENT: 03/29/2004 POSTMARK DATE: 03/29/2004 COUNTY: CUMBERLAND DATE OF DEATH: 01/05/2004 ~- TOTAL AMOUNT PAID' $8,000.00 I~EMARKS: M&T INV GROUP :::~' CHECK# 758644 ...... INITIALS: MW "~.' SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH ...... REGISTER OF WILLS REGISTER OF WILLS EX (6-00) REV- 1500 PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28060 INHERITANCE TAX RETURN 21 _ 04 0038 RESIDENT DECEDENT -- -- SOC(AL SECUR~ NUMBER HOYAUX BEVERLY B 165-05-0988 DATE OF D~TH (MM-DD-Y~R) DATE OF BIRTH (MM-DD-Y~R) 01/05/2004 01/07/1918 THIS RETURN MUST SE FILED IN DUPLICATE WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (~ST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURJ~ NUMBER N/A ~ 1. Odginal Return ~ 2. Supplemen~l Retum ~ 3. Remainder Return (da~ of dealh pdor lo 12-13-82) ~ 4. Limited Estate ~ 4a. Future Interest Compromise (~ ~ dealh afl~ 12-12~2) ~ 5. Federal Estate Tax Return Required ~ 6. Decedent Died Testate (A~ ropy of wil~) ~ 7. Decedent Mainlined a Living Trust (A,a~ ~py of Trust) 1 8. Total Number of Safe De,sit Boxes ~ 9. Litigation Proceeds Received ~ 10. S~usa~ Pove~y Credit (~ ~ ~a~ ~n 12-31-91 and 1-1-95) ~ 11. Election to tax under Sec. 9113(A)(A,a~ S~ O) NAME ......................................................................... .'.'. ................... .-.'. ................... COMPLETE MAILING ADDRESS Manufacturers and Traders Trust Company FIRM NAME (If~e) One West High Street Attn. Jane F. Burke, VP P.O. Box 220 TELEPHONE NUMBER Carlisle, PA 17013 (717) 240-4504 1. Real Es~te (Schedule A) {1) 122,850.00 2. Sto~s and Bonds (Schedule B) (2) 0.00 3. Closely Held Co~oration, PaHnemhip or Sole-Proprietorship (3) 0.~ 4. Mo~gages & Notes Receivable (Schedule D) (4) 0.~ 5. Cash, Bank Deposits & Miscellane~s Pemonal Prope~y (5) 34,308.16 (Schedule E) 6. Jointly ~ned Prope~ (Schedule F) (6) 0.00 ~ Separate Billing Requested 7. Inter-~vos Transfem & Mismllaneous Non-Probate Pmpe~ (7) 0.00 ' (Schedule G or L) ...................................................................................................................................................... 8. Total Gross Assets (to~l Lines 1-7) (8) .... 157,158.16 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 18,812.98 10. Debts of De,dent, Uo~gage Liabilities, & Liens (Schedule I) (10) 73,716.40 11. Total Deductions (total Lines 9 & 10) (11) 92,529.38 12. Net Value of Estate (Line 8 minus Line 11) (12) 64,628.78 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to ~x has not been (13) ~000.00 made (Schedule J) 14. Net Value SuHect to Tax (Line 12 minus Line 13) (14) .... 57,628.78 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rote, or ~ansfers under Sec. 9116 (a)(1.2) ................... x .0 . (15) 16. ~ount of Line14 taxable at lineal rate 30,314.39 x .0 45 (16) 1,364.15 17. Amount of Line 14 taxable at sibling rote x .12 (17) 18. ~ount of Line 14 ~xableatcollateralmte ........ 2~3~4 ~9 x .15 (~8) 4,097.16 19. Tax Due (19) 5~461.31 Decedent's Complete Address: STREETADDRESS 10 Garland Court CiTYCarlisle I STATEpA ZIP 1 7013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1) 5,461.31 A. Spousal Poverty Credit B. Prior Payments 8,000.00 C. Discount 421.05 3. Interest/Penalty if applicable Total Credits (A + B + C ) (2) 8,421.05 D. Interest E. Penalty Total InterestJPenalty ( D + E ) (3) 0.00 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) 2,959.74 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX BUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decadent 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 transferred or its income; ............................................ [] [] c. retain a reversionary interest; or.. . .............................................. [] [] d. receive the promise for life of either payments, benefits or care? ................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate cons derat on? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF TIlE 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 accoi~panying schedules and stabments, 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,6)F PERSON F~ESI~NSIBLF_,FOR FILING RETURN DATE . , ........ ADDRESS {J ................................................................... Manufacturers and Traders Trust Company, One West High Street, Carlisle, PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE A66R~-~ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ,{9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ,{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. 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. ,{9116(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. ,{9116(1.2) [72 P.S. ,{9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ^:, Settlement Statement B. Type of Loan U.S. Department of Housing and Urban Development OMB No. 2502-0265 REV. HUD-1 (3/86) F NAL i 1. OFHA 2. OFmHA 3. ~Conv, Unins. 6. File Number 7. Loan Number I 8. Mertgage Insurance Case Number 4. RIVA 5. E]Conv. Ins. I ST2004-147RCS I la ~'llS/'arm 35/u?sneo to give y~u a statemen or actual semernent costs. ~mounts pato tO aha Dy me settlement agent are ShOWn J C. Note: ,.ems .i6~k~G "/p.o.c,)"were paid outside the cJos~g; they ate shown here [or information purposes and are not included in the t~tals WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar f(3rm Pe~lalites upon ' TitieExpress Settlement System conviction can include a fine and imprisonmenL For details see: Title 18 ' Pdnted 05/11/2004 at 15:22 KLL U. S. Code Section !001 and Section 1010. D. NAME OF BORROWER: Daniel J. Murray ADDRESS: E. NAME OF SFI I PR: Estate of Beverly/B. Hoyaux ADDRESS: F. NAME OF LENDER: American Mortgage Network, Inc. ADDRESS: A Delaware Corporation~ 10421 Wateridge Circle #250~ San Diegoy CA 92121 G. PROPERTY ADDRESS: 10 Garland Court, Carlisle, PA 17013 Carlisle Borouqh H. SET I LEMENT AGENT: Saidis, Shuff, Flower & Lindsay, Telephone: 717.243.6222 Fax: 717.243.6485 PLACE OF SETTLEMENT: 26 West High Street~ Carlisle~ PA 17013 i. SETTLEMENT DATE: 05/1112004 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales price I 122~850.00 401. Contract sales price 102. Pemonal Property 402. Personal Property 103. Settlement char.qes to borrower (line 1400) 5~871.64 403. 104. 404. 105. 405. Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance 107. Count/taxes 05111104to12131104 309.34 407, County taxes 05/11104to12131104 I 309.34 108, School Taxes 05111104to06130104 147,15 408. School Tax~es 05/11104to06130104 147, 109. Assoc Dues 05/11104to05/31104 65.58 409. Assoc Dues 05111104to05/31104 65.58 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 129~243.7' 420. GROSS AMOUNT DUE TO SELLER 123~372.07 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SFI ~ FR 201. Deposit or earnest money 1,000.00 501. Excess Deposit (see instructions) 202. Pri,cipal amount of new loans 98~280.00 502. Settlement char.qes to se ler (line1400) 9~247.58 203. Existing loan(s) taken subject to 503. Existing oan(s) taken subject to 204. 2nd Mort,qaqe 24~570.00 504. Payoff of First Mortqa,qe Loan 51~632.3t M&T Mortgage Corporation 205. 505. 206. 506, 207. 507. 208. 508. 209. 509. Adjustments for items unpaid by seller Adjustments for items ul~n~i,*l by seller 213. 513. r---- 214. 514. 215, 515. 216, 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 123~850.01 520. TOTAL REDUCTION AMOUNT DUE Sl=l I ~R 60t87g.94 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM gF~ t FR 301. Gross amount due from borrower (line 120) I 129,243.71 601. Gross an~unt due to seller (line 420) t 123,372.07 302. Less amounts paid by/for borrower (line 220) 123t850.01 602. Less reduction amount due seller (Dine 520) 60~879.94 303. CASH FROM BORROWER 5t393.7' 603. CASH TO SELLER 62~492.13 SELLER INSTRUCTIONS: I~thisrea estaewasyeur ' cipalresider.,ce, file Form 2119 Ssle orExchangeofPdncipalResidence foeanygath withyour nc~"netaxre~urn:.[~3s- ¢~mplete the applicable parts of Fom'14797, Foi'm 625~anc~/~or Schedule D (Form 1040). , , , t3~ transacts, You are required by law to provide the settlement agent (Fed. Tax ID No with our con'ec~ tax ' - - . numbe~ you may be s ecl to cml or c~mma en les ). , payer Ident~CatlOn number. If you (~o no provide your carr~ a dentificatfon , u~ .... p al' imposed by law. Underpan,l~esofperlur! Iyc~'e~rht~ytha~thenumbers`~wnonth~sst~tem~nt~smyc~rrecttaxpay~-~cIra1yerrIu~I~Id~ber~ TIN: / _ SELLER(S) SIGNATURE(S): I SELLER(S} NEW MAILING ADDRESS: U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number:, ST2004-147 FINAL PAGE 2 SETTLEMENT STATEMENT REV. HUD-1 3/_~L~ 700'TOTALSALES/BROKER'SCOMMISSIONbased°nprice$122'850'OO~6'OoO~Uo-~-~.~-'S I P~LFRO M Division of commission (line 700) as follows: ' ER'S 701. $ 3,710.00 to Ebener&Associates ~ ~.~._u~u_..~.A_! I FUNDSAT 702..$._ 3,._661.00 'o ERANR'r, lnc. 703. Commission_E.~aid at Settlement 704. Transaction Fee to ERA NRT_~Inc, -'J- 800. ITEMS PAYABLE IN CONNECTION WITH LOAN J- _L_ 125.00 801. Loan Origination Fee % 802. Loan Discount % -- ~raisal Fee to Commonwealth Fundin~ 275.~' 804. Cr~ to Commonwealth Funding. 19.~-- 805. Processing. Fee to Commonwealth FUnding_ '150.~- 806. Unde~vritin_.g_Fee to AMNET ~' 325.0"~- 807. Wire F~ to AMNET ~ 70.0~ 808. Couder/Pos~ to Commonwealth Fundin_L ~ _ 809. Tax Service Fee to AMNET LR 90.~ 810. Flood 1~ to AMNET 811. Broker Prem POC ls_~t $2334.15 to 2nd $184.28 Cmmlth Fund -- 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 902. Uort. ggg_e Insurance Premium for to 903. Hazard Insurance Premium for to I 904. Doc Pre_p__ to AMNET LR I 905. 2nd ~ to AMNET 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance 3 ~ 25.17/mo 1002. Mort a~urance mo._.~.9=(~__ /mo ~ Tax ~ /mo L~R J 1004. Coun~ax 5 ~ 40,04/mo 1005. School Taxes 1 ~ 87.76/mo to AMNET 1100. TITLE CHARGES LRJ -275.70 J 1101. Settlement or closin_q fee __ Admin Fee to AMNET L_.~R 200.00 H03. Down Load_.~ to Saidis Shuff Flower & Lindsay_ 100.00 1104. Title insurance b___~inder __ 1105. Document__t.__~.eparation Fees to Saidis 8hz.~_U.~_uff Flower & Lindsa_y._ 14.00 to Robert Black Es,_~[g:_. POC SELLER ' above items No: -- 1108. Title Insurance to ACCP__~Jlnc. ')- items No: 973.75 1109. Lender'~ 98__~_280.00 - 1110. Owner's Polic. g~ 122,850.00 - 973.75 1111. End 100 End300 End820 Endto ACCP Inc. -- 20~-.00 1112. to ACCP_J_lnc. '1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 35.0 1201. Recordi~.50 · Mort a e 70.50 ' Release __Deed 1 228.50 ' Mort a e 1203. StateTax,/sta..~~ Deed 1 228.50 Mort a eS to Recorder of Deeds 1205. 1300. ADDITIONAL SETTLEMENT CHARGES to Saidis Sh.L~.g.~_uff Flower & Lindsay to AON to Carlisle Borough to Stonehed e Hocj~_H~wners Assn. 1305. Incemin ~...~_~..~ to ACCP~Inc. to Biechler & Tillery_ 1307. Reim for AON ~ to Doris Law 1308.. 1400. TOTAL SETTLEMENT CHARGES (enter on lines 103, Section J and 502, S~,~"!ion K) 5~871.64 HUD CERTIFICATION OF BUYER AND SELLER ~^~E / REV-1508 EX+ (6-98) CASH, BANK DEPOSITS, & MISC. ESTATE OF BEVERLY B. HOYAUX FILE NUMBER 21-04-0038 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Refund, pro-rated Real Estate Taxes, 10 Garland Court, Carlisle, PA property 4~1'4~' 2. Refund, Garland Court Association dues ~:~::~':~: ~'~:~:~ 65.58 3. M&T Bank, Checking Acct. 419354 745.32 4, Orrstown Bank, Checking Acct. 106002460 " :::':~::: :::~:::':: :::':::~ 28,378.56 5. AARP, refund :- ~-~':~:~:~:~::~'~::::; 4.82 6. Highmark Blue Shield, premium refund :~:~:~:~: 82.68 7. owe s Auction, proceeds sale of Personal Property .... ' ~? ~ :~' :~::~: ::¥::::~ 4,460.00 8. Penn National Insurance, refund auto insurance premium :::::::':':':::. 96.00 :: 9. Muual of Omaha, refund cancer insurance premium 18.71 ... TOTAL (Also enter on line 5, Recapitulation) $ 34,308.16 (If more space is needed, insert additional sheets of the same size) ...... : .................... M TBank 499 Mitchell Street, Millsboro, DE 19966 January 28, 2004 M&T Investment Group Private Client Services P.O. Box 220 One West High Street Carlisle, PA 17013 At-tn: Jane Burke RE: Estate of Beverly B. Hoyaux Date of Death: January 5, 2004 Social Security Number: 165-05-0988 Dear Ms. Burke: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account 7~jpe ........................... Checking Account Account Number. ...................... 419354 Ownership (Names q~) .............. Beverly B. Hoyaux Opening Date ........................ ,..09/01/67 {account closed 01 / 14/04) Balance on Date of Deatlt ......... $745.32 Accrued Interest $ 0.00 Total. ...................................... $745.32 2. Account Type ........................... Mortgage Account Number. ...................... 9789298 Ownership (Names of) ..............Beverly B. Hoyaux Opening Date ........................... 10/20/00 Balance on Date of Deattt .........$51,937.31 Sincerely, Charlene Warrington, Records Management 1-888-509.-4349 ORRS' gANK TO: M&T Investment Group PO Box 220 One West High Street Carlisle, PA 17013 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Beverly Hoyaux DECEASED DATE OF DEATH: January 5, 2004 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OFACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 106002460 Beverly Hoyaux 1/29/02 28,370.01 8.55 SAVINGS ACCOUNT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT DATE OF DEATH ACCOUNT NO. TITLE OFACCOUNT DATE._.~OPENED PRINCIPLE & ACCRUED INTEREST Date: 1/28/04 By: Timothea Customer Service Operator P.O. BOX 250 · SHIPPENSBURG, PA 17257 · TEL. (717) 532-6114 REV- S" E×+ 1,2-99 SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADNtlNISTP. ATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER BEVERLY B HOYAUX 21-04-0038 Debts of decedent must be reported on Schedule ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions :i: ................................................................................... 7,286.32 Name of Personal Representative(s)~;' - ~: -- ';~'~ - i~r~a'c~!~e?'a'ncl Traders~ __ _ _Trust.company !1 i~ .................................................................................... Social Security Number(s)/EIN Number of Personal Representative(s) Street Address !One West High Street city; Carlisle, ........................................ . State i?~ ......Zip 17013 Year(s) Commission Paid: 2. AttomeyFees Robert R. Black, Esquire 3,643.16 3. Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation) Claimant ...... Street Address City : State ! . Zip Relationship of Claimant to Decedent ~ 4. Probate Fees 276.00 5. Accountant's Fees .................................................................................. iii 6. Tax Return Preparer's Fees 275.00 8. ~ Cumberland Law Journal, advertising Letters Testamentary 75.00 ' ;sing ' in'g ....................................................................................... 9.:: C ;n'd ~ (~;~tS :: : 1 000.00 TOTAL (Also enter on line 9, Recapitulation) $ii 18,8'12.98 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALT. OF PENNSYLVAN~ DEBTS OF DECEDENT, INHERITANCETAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF BEVERLY B. HOYAUX FILE NUMBER 21-04-0038 ITEIV Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. NUMBER DESCRIPTION VALUE AT DATE ........................................ OF DEATH 1. iM&T Bank, balance due mortgage, 10 Gadand Court, Carlisle, PA property .......................................................................................... : ~ 51,632.36 ..... ' '"'"" .......... '"'" ................. '"'"' ............ '"""~"' '""' .............. ' ........... ' ................. ' ............ ........... '" ....................... '""'"'"" '"" ........ ' ........... : i~ 2. ! !Evener & Associates, realtor's commission Gadand Court property .................................. i 3,710.00 3. i i ERA-NRT, Inc., realtor's commission Garland Court property ....................... ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: ~ !ii 3,661.00:: .............. ~i: !ERA-NRT, Inc., transaction fee .................................................................... :i~i:i;~;~:~;i:~:~:~:i:~:=::~:i:i:i:~:~:~:~:i:]::.;~;i:i:i;~:~:~:i:i;:=;~::::i~]::=~~;~:=::~:~:~~~I .................................. i iii 125.00 5.! iNotary fees i~:i .......................................................................................... ...... ' .......... i ?i 4.00 ii 6. :: 1% Real Estate Transfer Tax, Garland Court property i~ ................................. ~ iii 1 228.501 7. i iSaidis, Shuff, Flower & Lindsay, reimburse for overnight mail ............................................................................................. :: ................. ! iii 20.00 ii :: 8. i !AON, Home Warranty ......................................................................................... :~ ........................................................................................ 9. ! ........................................................................................................................................................................................................................................................................................................................................................................... i 484.00 !Borough of Carlisle, final water and sewer bill ~ ................ i 15. o8 !ii : 10. i PPL, balance due service :' ................................ ~ 543.38 11. i iM&T Bank, mortgage payments ................. ; 1,534.32 iii 12. i Sprint, balance due service 13.; i 94.18 iCapital One, balance due ~ ................ ! 872.38 : 14. i iThe Bon Ton, balance due ::~ ................................. i iii 16.26 ii' 15. i :Borough of Carlisle, balance due water and sewer .......................................................................................... :: ................. ~ iii 80.88 16. i Bank One, balahce due ................................. ~ !i 898.54 : 17. i !AAA Financial Services, balance due :' ~ i!. 722.10 18. i !Bankcard Services, balance due ! ................................. i 1,793.44 iii 19. i iCitiCards, balance due i ' ......... ! 1,112.14 : i Stonehedge Homeowners Association, maintenance fees 475.00 21. ! iTravelers Indemnity and Affiliates, homeowners insurance premium i ................ i ! iii 259.00 : 22.1 !Darlene Moyer, Tax Collector, copy of real estate t~ixes for 10 Garland Cou;.t property .:,ii! ............................................................... 23. ! !Tuckey Mechanical Services, Inc., balance due ' iii ........................................................... 24. i iPenn National Insurance, auto insurance premium /ill ............................ '~':i'5'.'~'0'"i!i 25 i iVed Williams, trash removal : ' ill ........................... TOTA/ (Also enter on line l0 Recap tulat on) $ ii 73,7].6 40 (if more spaae is needed, insent additional sheets of the same size)' Ji~i ................................. i ................... ~ ................................ REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA / DEBTS OF DECEDENT, 'N"~sr[?c~D~" J MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER BEVERLY B. HOYAUX SCHEDULE I CONTINUED 21-04-0038 ITEM Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. NUMBEF DESCRIPTION VALUE AT DATE 1. ......................................................... OF DEATH iLowe s, replacement hght fixtures for Garland Court property ollenberger s Messenger Service, duplicate car title .......................................................................................... ................. : 36.50 Jumper's Electric, installation of light fixutres at Gadand Court property ................................... ~ iii 42.00 i! 29i ......................................................................................................................................................................................................................................................................................................................................................................................................................................................................... i Jones Plumbing, Inc., replace garbage disposal ............................................................................................. I!ii 319.67 :i::::::::::::::::i !" '"'"'"'"'"""'"'"'"" '" '"" .......... '"' ' ' '" ' ' ' '"'"'"" '"" '""'"'"" "' '"' '" '"'" '" ........... ....... "'"'":'"': '"' '"' '"' '"'""'" '""' '"' "'"'" '"'":"'""'"'"'"'-' "' '"'-.'...-'...'...--.. ' 30.1 !Shevlin s Maintenance Service, Inc., cleaning Garland Court property Ii!i ...................................................... Drew Painting, painting Garland Court property : ~ ~ 32. i PA Dept. of Revenue, State Income Tax due PA 40 33. i ::Darlene L. Moyers, Tax Collector, real estate taxes due Gadand Court property 34. i iCentral Penn Medical Group, balance due 35. i i Hollowell Restorations, repair roof shingles iii ........................................................... ~:~:':~:~':':iI 36. i iSmith Elliott Keams & Co., LLC, preparation of personal tax returns TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) ; ..................... : ....................... : ............................. REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BEVERLY B. HOYAUX FILE NUMBER 21-04-0038 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ! TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under :. .......... ;)116 (a) (!.2)] 1. iGary Hoyaux, 144 Fairview Ddve, Carlisle, PA 17013 Son 2. iMary Hoyaux, Spring Garden Estates, Lot 17, Carlisle, PA 17013 Daughter-in-law 1 000.00 3. Michele Hoyaux Orner, 1485 Lutztown Rd., Boiling Springs, PA 17007 Granddaughter ii 9,057.20 4. i iAngela Hoyaux Suddreth, 105 Suddreth Lane, Candler, NC 28715 Granddaughter :.~ 9,057.20 5. :: ::Connie Solsky, 200 Lahoma Lane, Reading, PA 19601 Niece 9,057.19 6. Jere Hartman, 10 North 13th Street, Columbia, PA 17512 Nephew : 7. Krysta Hartman Bryant, 740 Walnut St., Columbia, PA 17512 Grandniece ~ 500 O0 8. !Rim Solsky, 13 North Carolina Ave., Sinking Spring, PA 19608 Grandniece :: 500.00':i 9. iRe th Solsky, 3403 Hickory Hollow Rd., Harrisburg, pA 17112 Grandnephew 10. Kurt Solsky, 39 Sierra Drive, Califon, NJ 07830 Grandnephew 500.00 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 1. Second Presbyterian Church, 528 Garland Drive, Carlisle, PA 17013 i 5 ooo oo 2. ~: ~ Dickinson College Library, P.O. Box 1776, Carlisle, PA 17013 3.i iSalvation Army, 125 South Hanover Street, Carlisle, PA 17013 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~':i 7,000.00 (If more space is needed, insert additional sheets of the same size) ......... : REV-1513 EX+ (9-00) SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER BEVERLY B. HOYAUX SCHEDULE J CONTINUED 21-04-0038 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBEF NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ! TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 11. :: iKary Solsky, 200 Lahoma Lane, Reading, PA 19601 Grandnephew 12. Steve Hartman, 1017 Mine Road, Lebanon, PA 17042 Grandnephew ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET Il 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 II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ii 0.00 :.: (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Jane F. Burke, Vice President, Manufacturers and Traders Trust Company ' being duly ~worn according to law, deposes and says that he is *~* "" ' E×ecutor of the Estate of Beverly B. I-Ioyau× late of the Borough of Carlisle , Cumberland County, Pa., deceased and that the within is an inventory.made bY Manufacturers & Traders Trust Company , the said e×ecutor of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of. Pennsylvania, 'and that the figures opposite each item of the Inventory represent it's fear value as of the date of decedent's death. Sworn~ and subscribed before me, {//gd./ J/I ~19 ..~//tf Jane ~. Burke, Executor-Ac~m;n|strator Vice President ~ - Manufacturers and Traders Trust Company One West High Street (~ ~ .... Carlisle, PA 17013 Nc~tfial Seal Address T~my $ Seee~ Na~y Pub~ My Commisac~ Exl~res May 13, 2006 Date of Death Member,~illhSylvar~aAssooationOfNolalMe January 2004 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 d~scovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. Se~ Article IV, Fiduciaries Act of 1949. Inventory of the real and personal estate of BEVERLY B. HOYAUX deceased 1 Real Estate--10 Garland Court, Carlisle, PA 122,850.00 2 M&T Bank, Checking Acct. 419354 745.32 3 Orrstown Bank, Checking Acct. 106002460 28,378.56 4 Personal Property 4,460.00 156,433.88 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION No. 21-04-0038 Estate of BEVERLY B. HOYAUX, Deceased Late of the Borough of Carlisle FIRST AND FINAL ACCOUNT OF MANUFACTURERS AND TRADERS TRUST COMPANY, EXECUTOR Date of Death: January 5, 2004 Letters Granted: January 14, 2004 First Complete Advertisement of Grant of Letters: April 16, 23 and 30, 2004 SUMMARY & INDEX Pa,qes PRINCIPAL Receipts 2 $ 161,766.50 Less Disbursements 2 - 3 100,675.80 61,090.70 Less Distributions to Beneficiaries 3 - 4 36,000.00 Principal Balance Remaining 25,090.70 INCOME Receipts 4 $ 96.42 Less Disbursements 4 3.91 Income Balance Remaining 92.51 COMBINED BALANCE REMAINING $ 25,183.21 COMPOSITION OF NET BALANCES Principal Cash $ 25,090.70 Income Cash $ 92.51 PRINCIPAL RECEIPTS Inventory Filed as per PA Inheritance Tax Return 157,158.16 Subsequent Receipts: 05/25/04 Proceeds sale personal property 1,657.20 06/09/04 M&T Mortgage Corp., escrow balance 6.38 06/16/04 Travelers Indemnity & Affiliates, premium refund 133.00 PA Dept. of Revenue, refund PA Inheritance Tax 2,811.76 4,608.34 Total Principal Receipts $ 161,766.50 PRINCIPAL DISBURSEMENTS 01/14/04 PPL, utility service $ 82.00 Register of Wills, Letters Testamentary 276.00 01/15/04 M&T Mortgage Corp., motrgage payment 383.58 Sprint, telephone service 28.50 Capital One, balance due 861.79 The Bon-Ton, balance due 16.26 Borough of Carlisle, water and sewer 17.82 Bank One, balance due 898.54 AAA Financial Services, balance due 722.10 Bankcard Services, balance due 1,793.44 Citicards, balance due 1,112.14 01/16/04 Stonehedge Homeowners Assn., Jan. & Feb. maintenance fees 190.00 01/22/04 PPL, utility service 172.90 01/23/04 Travelers Indemnity & Affiliates, insurance premium 259.00 01/27/04 Sprint, telephone service 30.60 02/02/04 Borough of Carlisle, water and sewer 17.82 02/03/04 Hoffman-Roth Funeral Home, Inc. 6,257.50 02/06/04 M&T Mortgage Corp., mortgage payment 383.58 02/10/04 Darlene Moyer, Tax Collector, copy of 2003 County, Borough and School real estate taxes 2.00 02/12/04 Capital One, balance due 10.59 02/18/04 Tuckey Mechanical Services, Inc., cleaning heat pump 51.55 02/19/04 S.W. Barrett Real Estate, real estate appraisal 275.00 02/23/04 Penn National Insurance, automobile insurance premium 115.00 02/24/04 Borough of Carlisle, water and sewer 15.08 -2- PRINCIPAL DISBURSEMENTS (continued) 02/25/04 Verl Williams, trash removal 375.00 Sprint, telephone service 35.08 02/27/04 Lowe's, replacement light fixtures 96.00 03/03/04 M&T Mortgage Corp., mortgage payment 383.58 Sollenberger's Messenger Service, duplicate car title 36.50 03/10/04 Stonehedge Homeowners Assn., maintenance fee 95.00 Jumper's Electric, installation of light fixtures 42.00 03/15/04 Jones Plumbing, Inc., replace garbage disposal 319.67 03/25/04 Shevlin's Maintenance Service, Inc., cleaning Garland Court property 132.50 Drew Painting, painting Garland Court property 2,550.00 03/26/04 Cumberland Law Journal, advertising Letters Testamentary 75.00 Stonehedge Homeowners Assn., maintenance fee 95.00 03/29/04 Register of Wills, estimated Inheritance Tax 8,000.00 03/30/04 PPL, utility service 231.80 03/31/04 Borough of Carlisle, water and sewer 15.08 04/01/04 M&T Mortgage Corp., mortgage payment 383.58 04/06/04 PA Dept. of Revenue, State Income Tax 10.00 04/08/04 Darlene L. Moyer, Tax Collector, real estate taxes 480.48 04/19/04 Central Penn Medical Group Emergency, balance due 24.14 04/22/04 PPL, utility service 56.68 04/26/04 Hollowell Restoration, replace shingles Garland Court property 40.00 04/28/04 Stonehedge Homeowners Assn., maintenance fee 95.00 04/29/04 Borough of Carlisle, water and sewer 15.08 05/10/04 Smith, Elliott, Kearns & Co., LLC, income tax preparation 160.00 05/14/04 M&T Mortgage Corp., balance mortgage on Garland Court 51,632.36 05/14/04 Ebener & Associates, realtor's commission 3,710.00 ERA NRT, Inc., realtor's commission 3,661.00 ERA NRT, Inc., transaction fee 125.00 Notary fees 4.00 1% Real Estate Transfer Tax 1,228.50 Saidis, Shuff, Flower & Lindsay, mailing expense 20.00 AON, home warranty 484.00 Borough of Carlisle, final water and sewer 15.08 06/03/04 PPL, utility service 16.96 06/09/04 Carlisle Digestive Disease, balance due 32.46 06/16/04 Register of Wills, filing PA Inheritance Tax Return 25.00 06/22/04 Marsh Advantage America, insurance premium 72.00 Reserved: Robert R. Black, Esquire, attorney fee 3,643.16 Manufacturers and Traders Trust Company, executor's fee 7,286.32 Closing and Filing Costs 1,000.00 Total Principal Disbursements $ 100,675.80 PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES 05/25/04 Gary Hoyaux, cash portion of bequest 3,998.00 Gary Hoyaux, personal property as portion of bequest 1,002.00 Mary Hoyaux, bequest 1,000.00 -3- PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES (continued) 05/25/04 Angela Suddreth, bequest 5,000.00 Connie Solsky, bequest 5,000.00 Jere Hartman, bequest 5,000.00 Krysta H. Bryant, bequest 500.00 Kim L. Solsky, bequest 500.00 Keith Solsky, bequest 500.00 Kurt Solsky, bequest 500.00 Kary Solsky, bequest 500.00 Steve Hartman, bequest 500.00 Second Presbyterian Church, bequest 5,000.00 Dickinson College Library, bequest 1,000.00 Salvation Army, bequest 1,000.00 Michele L. Orner, cash portion of bequest 4,344.80 Michele L. Orner, personal property as portion of bequest 655.20 Total Principal Distributions $ 36,000.00 INCOME RECEIPTS 01/14/04 Interest, Orrstown Bank Checking Account $ 6.19 Interest, Money Market Fund 2-2-04 to 8-2-04 90.23 Total Income Receipts $ 96.42 INCOME DISBURSEMENTS Manufacturers and Traders Trust Co., income commission $ 3.91 MANUFACTURERS AND TRADERS TRUST COMPANY EXECUTOR BEVERLY B. HOYAUX Jane/IF. Burke, Vice President -4- COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · Jane F. Burke, Vice President, Manufacturers and Traders Trust Company, Executor being duly sworn, depose and say that the foregoing Account, both as to the items of charge and discharge, are just and true to the best of her knowledge and belief. MANUFACTURERS AND TRADERS TRUST COMPANY EXECUTOR BEVERLY B. HOYAUX Jane I~. Burke, Vice President Sworn to and Subscribed before me this _,~ day of September, 2004. Notarial Seal Gwendolyn E. Killian, Notary Public Carlimle Boro, Cumberland County ?y_ _C_,mmiulon .... Expires Nov. 22, 2004 Member, Pennsylvania A$.sociatKm ol Notaries -5- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF BEVERLY B. HOYAUX LATE OF THE BOROUGH OF CARLISLE SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution as per First and Final Account filed September 10, 2004 $ 25,183.21 Distribution Michele Hoyaux Orner Principal Cash 6,272.68 Income Cash 23.12 6,295.80 Angela Hoyaux Suddreth Principal Cash 6,272.68 Income Cash 23.13 6,295.81 Connie Solsky Principal Cash 6,272.67 Income Cash 23.13 6,295.80 Jere Hartman Principal Cash 6,272.67 Income Cash 23.13 6,295.80 $ 25,183.21 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the terms of the Last Will and Testament of Beverly B. Hoyaux, late of the Borough of Carlisle, Cumberland County, Pennsylvania. Jan~lF. Burke, Vice President COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : Jane F. Burke, being duly sworn according to law, deposes and says that she is Vice President of Manufacturers and Traders Trust Company, the Account in the Estate above named, and that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. Jal~e F. Burke, Vice President Sworn to ~and Subscribed before me this _.~_~day of September, 2004. J '~'' 'Notary~ublic Notarial Seat Gwendolyn E. Killian, Notary Public -6- Carlisle Boro, Cumberland County My Commission Expires Nov. 22, 2004 Member. Pennsylvania ASSOC~atK)n ot Notanes 30URT OF COMMON PLEAS OF 3UMBERLAND COUNTY, PENNSYLVANIA '~ '! i[~ ] i) ~ [ NO. 2104-0038 ESTATE OF BEVERLY B. HOYAUX Deceas d LATE OF THE BOROUGH OF CARLISLE FIRST AND FINAL ACCOUNT AND SCHEDUL OF PROPOSED DISTRIBUTION MANUFACTURERS AND TRADERS TRUST COMPANY EXECUTOR absolutely and diltrlbutton decreed in accordance with proposed Date of Death, January 5 2004 ule of distribution herewith. Bf Date of Filing, September 10, 2004 " ¢~~~ to~ Coud )r c~ ~ ~ ~ ~ ~ to file wri~ec ~ m ~ ~ ~ ~n given to v~ ~ ~ ~ I0 ~ ether perso ~n~ ~ ~ ~c~im an ~¢~~, a~¢~e ~e, Ir ~ ~of ~. ~ Robert R. Black, Esquire ~~~~tto A ~ ~ ~ ~ ~ i~ ~th t~ ~e. Investment Group CONHONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTNENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171Z8-060! NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1;~7 EX AFP (01-OS) DATE 08-09-200~ ESTATE OF HOYAUX BEVERLY DATE OF DEATH 01-05-Z00~ FILE NUNBER 21 0~-0058 COUNTY CUHBERLAND H&T TRUST COHPANY ACN 101 JANE F BURKE PO BOX ZZO Amoun~ Rami~ad I CARLISLE PA 17015 HAKE CHECK PAYABLE AND REHIT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF HOYAUX BEVERLY B FILE NO. 21 0q-0058 ACN 101 DATE 08-09-200q TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE ZNTEREST- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 1ZZ/850.O0 NOTE: To insure proper 2. S~ocks and Bonds (Schedule B) (2) .00 credi~ ~o your account, $. Closely Held S~ock/Par~nersh/p Zn~ares~ (Schedule C) ($) .00 subm/~ ~he upper pore/on q. Not,gages~No,es Rece/vabla (Schedule D) (q) .00 of ~hLs fora w/~h your S. Cash/Bank Dapos/~s/H/sc. Personal Proper~y (Schedule E) ($) 5~1308.16 ~ax payment. 6. Jo/n~ly Owned Proper~y (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. To'al Assets (B) 157,158.16 APPROVED DEDUCTIONS AND EXENPTZONS: 18,812 98 9. Funeral Expans®s/Adm. Cos~s/N/sc. Expanses (Schedule H) (9) ' 10. Deb~s/Hor~gage Liab/Zi~/es/Liens (Schedule Z) (lO) 75a716.~0 11. To'al Deduc~/ons (11) g~. ~2~. 3~ 12. Ne~ Value of Tax Re~urn (12) 6q,628.78 15. Char/~abZe/Govarnman~al Bequests; Non-eXec~ed 9115 Trusts (Schedule J) (15) 7,000.00 1~. Ne~ Value of Es~a~a Sub~ac~ ~o Tax (1~) 57,628.78 NOTE= If an assessment was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 reflect flgures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amoun~ of L/ne 1~ a~ Spousal ra~e (1S). .00 X O0 = .00 16. Amoun~ of L~ne 1~ ~axable a~ L/neal/Class A ra~a (16) 50,51~),~. X 0~5 = 1,56~.15 17. Amoun* of L,n. 1~ ,* S/bl/ng r,*, (17) ~ X ~ = ,im~~ .00 18. Amoun~ of L/ne 1~ ~axabla a~ Collateral/Class B ra~e (18) 27,31 'x /i~ ~:~,097.16 19. Pr/ncipal Tax Due ~i~ (~)= ~::,', <::::, ,~61.51 TAX CREDITS: ~i.:: ~ ,~ii:I PAYMENT RECE/PT DZ$COUNT (+) :: ........ ~ DATE NUHBER ZNTEREST/PEN PAID (-) AHOUNT P~ID t~ O$-Z9-ZO0~ CD005752 273.07 8~00.00~ ::'::i~ -i;.'i<:: ~ TOTAL TAX CREDIT I 8,273.07 J BALANCE OF TAX DUE 2,811.76CR INTEREST AND PEN. .00 TOTAL DUE 2,811.76CR ~ ZF PAID AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYNENT ZS REQUIRED. FOR CALCULATION OF ADDITIONAL /NTERESTo ZF TOTAL DUE ZS REFLECTED AS A "CRED/T" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December lZ, 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 far life ar for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (7Z P.S. Sect[on 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Rag[star of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF N/ELS, 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-I~IS). Applications are available at tho Office of the Register of Nills, any of the 25 Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-800-56Z-ZO50; services far taxpayers with special hearing and / or speaking needs: 1-806-447-5020 (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. Z81021, 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. Z80601, Harrisburg, PA 171Z&-0601 Phone [717) 787-6505. Sea page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three [3) calendar months after the decadent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z 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, 198Z bear interest at the rate of six (6X) percent par annum calculated at a daily rate of .000164. Ali taxes which became deZinquent on and after January 1, 198Z ail1 bear interest at a rate which will vary frae calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO4 are: Interest Daily Interest DaiIy Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z .OOOSq8 ~J~'8-1991 11Z .000~01 ~ 9X .000247 1985 16Z .000458 1992 92 .000247 ZOOZ 62 .000164 1984 112 .000301 1995-1994 72 .O0019Z 2003 52 .000157 1985 lSZ .000~56 1995-1998 9Z .000247 2004 4Z .000110 1986 1az .000274 1999 7Z .00019Z 1987 IOZ .000274 2000 7Z .O0019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen ilS) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additiona! interest must be calculated. CONNONNEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTHENT OF REVENUE INHERITANCE TAX DIVISION DEPT. Z80601 INHERITANCE TAX HARRISBURG, PA 171Z8-0601 STATEHENT OF ACCOUNT DATE 08-25-2004 ESTATE OF HOYAUX BEVERLY DATE OF DEATH 01-05-2004 F/LE NUNBER 21 04-0058 COUNTY CUMBERLAND M&T TRUST COMPANY ACN 101 JANE F BURKE I Amoun~ RemJ~ed PO BOX 220 CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF NZLLS CUNBERLAND CO COURT HOUSE CARLISLE, PA.-~7.013 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper por~ion of ~i!~orm ~h you~:~x payment. RECoRdS CUT ALONG THIS LINE ~ RETAZN LOHER PORTION FOR YOUR _.~ll.~ ESTATE OF HOYAUX BEVERLY B FZLE NO. Z1 04-0038 ACN 101 DATE THIS STA/EHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THENAHED ATE. SHO#N BELO~ IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, ANQ, IF APPLICABLE, A PROJECTED INTEREST FIGURE. , ..... CO DATE OF LAST ASSESSMENT OR RECORD ADJUSTNENT: 08-OZ-ZO04 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... 5,461.31 PAYMENTS (TAX CREDITS): PAYHENT RECEIPT DISCOUNT ¢+) ANOUNT PAID DATE NUNBER INTEREST/PEN PAID (-) 03-Z9-ZO04 CDOO373Z 273.07 8,000.00 08-03-Z004 REFUND .00 Z,811.76- TOTAL TAX CRED'rT 5,461.31 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:. NO PAYHENT IS REi~UZRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Beverly B. Hoyaux Date of Death: January 5, 2004 Will No. 21-04-0038 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion oft he administration oft he 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. 1 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: N/A 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 attached to this report. Date:December '~C~ ~, 2004 Robert R. Black, Esquire Landis & Black ~.~- w~ ~ 36 South Hanover Street 0 cs~ ~.~ ~ ~ ~, .: Carlisle, Pennsylvania 17013 -- == .... ~c u_c)c=~ (717) 243-3727 ,~.:~ ~...:~:.! c,J ~, ~ ~::- Capacity: Personal Representative ~= c__,Ld~ ~_~ ~ . X Counsel for Person~ Representative