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HomeMy WebLinkAbout01-0134 PETITION FOR PROBATE and GRANT OF LETTERS ,;( /-0/- /3i MARSHALL L. LINE No. To: Estate of also known as Register of Wills for the , Deceased. County of Cum be r 1 and in the Social Security No. 1 7 4 - 0 5 - 0 1 7 9 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 0 r s in the last will of the above decedent, dated Mar c h 2 1 and codicil(s) dated nl a named ,19~ (state relevant circumstances. e.g. renunciation. death of executor. etc.) D.ecendent was domiciled at death in C\HIl~er~ County, Pennsylvania, with h 1S last family or principal residence at 6) RoIl1ng Drive, Carlisle. PA 17013 (list street. number and muncipality) Decendent then 88 years of a~e, died J an u a r y 30, ,xF9 2 00 1 , at Car 1 i s'1 e H~ IH tal, Car 11 s 1 e, PAl 7 0 1 3 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 (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pepnsylvania situated as follows: 65 Rolling Drive, Carlisle, PA $ 300.000 $ $ $ 100,000 17013 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters t est ame n tar y (testamentary; administration c.I.a.; administration d.b.n.c.l.a.) therqn. '" - ., u C ., ~~ "'~ .,... co::., C -00 c';: os';: 3~ ., '- ~o ;; c 00 Ci'i (<~, r ~ tennis E. Line 440 Barnstable Road Carlisle, PA 17011 ~ ~'/ / \ ~~--- JO~E. ine 30 Ashford Drive Plainsboro, NJ 08536-3632 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA l ss COUNTY OF CUMBEFRLAND J The petitioner(s) above-named sv;'ear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and th as personal represen- tative(s) of the above decedent petitioner(s) will well and truly ad i' the state according to law. '" ~ CI:l aQ' ::s I:l - s::: ~ ~ jiP- ~ ,b.A., I(,-~/( ~o. 21-2001-114 Estate of MARSHATT T TTNF , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS 2001 AND NOW February 5th xl9_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated M:=I r r" ') 1, 1 q R h described therein be admitted to probate and filed of record as the last will of M:=Irs":=Ill T. T inp and Letters T est :=I m p n t :=I r y are hereby granted to Joseph E. Line and Dennis E. Line FEES M Y C. LEWIS REGISTER OF WILLS 9.00 5.00 Dale F. Shughart, Jr. ATTORNEY (Sup. Ct. 1.0. No.) 19373 35 East High Street, Ste 203, ADDRESS Car 1 i s 1 e, P A 1 7 0 1 3 Probate, Letters, Etc. ......... Short Certificates(4 ) . . . . . . . . . . Renunciation ................ x-PAGES (3) JCP $ 305.00 $ 12.00 $ $ TOTAL _ $ Filed . X~1J~9~T. .~tl1.,.~QQ~. . .$.$33.1,..QO. (717) 241-4311 PHONE t._,.<~ (''',; , ,......'-- ~.-' CALL ATTORNEY WHEN LETI'E:RS ARE FINISHED U'Il"..<::Il-'; ~h9:;r; is to certify that the information here given. is correctly copied from an original certificate of death dul~ filed with Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. me as No. ~.~~.~~~~ Local Registrar Fee for this certificate, $2.00 p 6948101 FEB 1 '<l 2001 Date 21-2001-134 r005. ;.c3 A..... 2187 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH ~INl lENT INK ~~"'E DF DECEOE"""".. ...""'". ".'Mays 'h~~'- AGE (LaSlBottf'l(lavl UNDER 1 YEAR UNDE~ 'C1t3 Yra. Montl'lll o.y. Hours! MInut.. S. COUNTY OF OERH SEX 2. M. BIRTHPlACE {CAy a"d StMeOl' Fcr-onCOUMY1 gr;:ItItIO -~\ ... Cumberland DECEDENT'S USUAL OCCUPRIOt+ 1;:o,~Mfw:':O ~ ::~:'r Ie. White MARfTAL STATUS. Mamed N~ Married. WIdowR. -lSoec"", u. Widowed SURYMNQ SPOUSE In ... grve maldWl rwNl 65 Rolling Drive Carlisle, Pa 17013 11. FATHER'S NAME (Fir$t. MiOdte. Last) 11. Geor e V. Line INFORMANT'S NAME (T ypetPrint) .... Dermis E. Line METHOD OF DISPOSITION ......XJ c.....,.,. 0 Ol.....lSc>oc R\ 17Cl.O"fft,~>>v.dirl Iwp 170. Old - ...... CumhPrlann _1 "d.K] :...-::.-.:::'.. MOTHER'S NAME (FiliI. Middle. Matden Sur~1 Carlisle. ...,-. H. I ApproJ:il'nat. I inIetvaI""'n : CInMI and ..... , : Otrw tfgniAcMt conc:ft&iorw COI'Itributing to de.tl'l. but I'lOC l'MUIting in IN UftdMtytng CMIM given in PAAT I {b, c. d. WERE AlJTOPSY FWOIHGS """'It.ABLE PAKJA 10 COMPLEl1OH 0# CAUSE OF DEATH? CUE TO (OR AS A CONSEOUENCE OFt. v.. 0 MANNER OF DEATH N...... [} HomiCide 0 Ac.- 0 Pending lnYnt6gallon 0 - 0 Could not be delerm,,*, 0 DATE Of INJURY (Manft. Coy. _, TIME OF INJURY INJURY R 'M>RK? DESCRIBE HON INJURY OCCURRED. .... 0 NoD NoD 'MEDICAL EXAMINER/CORONER On the b..I. of ..umln.tlon .ndlor Investigation, In my opinion, death occurred at the tlm.. d.te,.nd pl.e.,'nd due 10 the e.us.(s}.nd m.nn.....tt.ted.,.....,...... ....."...,...".."". ,..... ,.,.., ...." ...,.,. ,...,..,.. ..., ......,., ... ..... ..... 31a. REGISTRAR'S SIGNATUAE AND NUMB o \ ) ~\Sl)\ M. 2aa. 21b. ClATWI(fIt ICt'<<:k en.,. one) "CElnIFYING PHYSJClAH (PI'lysoen C4lnIfyIng cause aI dN1h ""'*' anolher gr,...scoan h.as proro.",Ced dealtl at\d completed lIem 231 To Ihe tMstOI"'y kl'lO'olll'tedge. dalltft OCCUfNd due 10 IhecaUH{&) and m.nner.. st..........,....,.,.....,.....,....,.,......,....., 20. PLACe OF eNJUAY. AI home, 'Irm. str..t. factory. olflce buUng,lMC. rSpc.....l _. "'RONOUNCINQ AND CEATIFYINQ l'KYSJCJAN fPhySCaart bolh ;:JI'QnOUnc:lng oealh M\d certtfyong 10 ~ Of Of'alh) Tot....bt'ctotmyknowte-d~., death occurrtld at Ih. Ume, dale, andpface, .ndIdu.IOI....caUUC.).ncfm.nner.. &1.lltd......,......,....,.,...., ~. ~tu.~ I~l ~\ ,01 ... LAST WILL AND TESTAMENT OF MARSHALL L. LINE I, Marshall L. Line, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my just debts, funeral expenses and the expenses of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I bequeath the large walnut antique secretary desk to my son, Dennis E. Line. ITEM III: I bequeath the marble top walnut dresser and marble top walnut washstand (which are part of the bedroom suite of which he now has the bed) to my son, Joseph E. Line. ITEM IV: I bequeath my remaining household goods and furnishings, furniture, and jewelry, to my two sons, Dennis E. Line and Joseph E. Line, in equal shares so that they may make division in kind or expose for sale, as they shall agree. ITEM V: I devise and bequeath the rest, residue and remainder of my estate of every nature and wherever situate as follows: A. Forty-five (45%) percent thereof to each of my two sons, Dennis E. Line and Joseph E. Line, provided, however, that the share of either of my said sons who predeceases me or dies on or before the thirtieth day following my death, shall be distributed to his issue, per stirpes, living on the thirty-first day following my death and in default of such then living issue, such share shall be added to the share for my other child or his issue. B. Ten (10%) percent thereof in equal shares to my four /rJAJJ~Jd~ if ?f:_.~ c '. ,. ... (4) grandchildren, Abby Marie Line, Joshua Christopher Line, Jennifer Elizabeth Line (children of my son, Dennis E. Line) and Kenneth Marshall Line (son of my son, Joseph E. Line), provided, however, that should any of my said grandchildren predecease me or fail to survive me by thirty (30) days, the share of that grandchild shall be divided equally among the surviving grandchildren. ITEM VI: I appoint Dennis E. Line and Joseph E. Line, guardians of any property which passes, under this Will or otherwise, to their respective issue who shall be a minor at the date of my death and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardians shall have the power to use principal, as well as income, from time to time for the minor's support, medical and health care, and education or to make payment for these purposes, without further responsibility, to the minor or to any person taking care of the minor. ITEM VII: Should either one or both of my sons, Dennis E. and/or Joseph E. Line fail to qualify or cease to act as guardian for their respective minor issue pursuant to Item VI of this my last Will and Testament, I appoint Farmers Trust Company of Carlisle, Pennsylvania, as successor guardian for such minors. ITEM VIII: I appoint my two sons, Dennis E. Line and Joseph E. Line, or either of them, Executors of this my last Will and Testament. ITEM IX: I direct that my guardians and personal representatives as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ~ WITNESS WHEREOF, I have hereunto set my hand and seal this :<./r? day of March, 1986. '~ cf~~(/_ Marshall L. Line [SEAL] .... '- , The preceding instrument, consisting of two (2) typewritten pages, each identified by the signature of the Testator, was on the date thereof, signed, published and declared by Marshall L. Line the Testator herein named, as and for his last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. -bIt 1/JtLvI"4~r ~ a .~'~~ v- :.. \ .. COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, Marshall L. Line, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by Marshall L. Line, Testator, COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, Dale F. Shughart, Esquire and William A. Addams, Esquire, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Marshall L. Line, Testator, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that both of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by Dale F. Shughart, Esquire and William A. Addams, Esquire, witnesses, this 21st day of March, 1986. ALTHEA M. GU':',STCN, f'..:.Jcry iLiic Carlisle, Cu~~~bE'd(-:nd Co." P:L My (orr.rLic;cicn Expires J~ly 24, 1989 -- 1::, - CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Marshall L. Line Estate No. 21-01-0134 Date of Death: January 30, 2001 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February 12, 2001. Name 1. Dennis E. Line, M.D. 2. Joseph E. Line, Ph.D. 3. Abby M. Cutting 4. Jennifer E. Line 5. Joshua C. Line 6. Kenneth M. Line Address 440 Barnstable Road Carlisle, PA 17013 30 Ashford Drive Plainsboro, NJ 08536-3632 120 Ruskin Avenue, Apt 706 Pittsburgh, PA 15213 440 Barnstable Road Carlisle, PA 17013 248 West 105th Street, Apt 2B New York, NY 10025 3902 City Avenue, Adams B821 Philadelphia, PA 19131 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: February 12, 2001 r.:L Capacity: ~ Dale F. 35 East High Str 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Marshall L. Line, deceased Estate No. 21-01-0134 TO: Dennis E. Line, M.D. 440 Barnstable Road Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Marshall L. Line, died on the 30th day of January, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Dennis E. Line, M.D. 440 Barnstable Road Carlisle, PA 17103 Joseph E. Line, M.D. 30 Ashford Drive Plainsboro, NJ 08536-3632 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. / / February 12, 2001 Dale F. Shugha t, Jr. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative Date: Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Marshall L. Line, deceased Estate No. 21-01-0134 TO: Joseph E. Line, Ph.D. 30 Ashford Drive Plainsboro, NJ 08536-3632 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Marshall L. Line, died on the 30th day of January, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Dennis E. Line, M.D. 440 Barnstable Road Carlisle, PA 17103 Joseph E. Line, M.D. 30 Ashford Drive Plainsboro, NJ 08536-3632 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 170130 Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: February 12, 2001 M Capacity: Dale F. Shug rt, Jr. Attorney Supreme ourt I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Marshall L. Line, deceased Estate No. 21-01-0134 TO: Abby M. Cutting 120 Ruskin Avenue, Apartment 706 Pittsburgh, PA 15213 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Marshall L. Line, died on the 30th day of January, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. ~he personal representatives of the Decedent are: Dennis E. Line, M.D. 440 Barnstable Road Carlisle, PA 17103 Joseph E. Line, M.D. 30 Ashford Drive Plainsboro, NJ 08536-3632 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. the A copy of the Will or Petition may be obtained by contacting Register of Wills and paying the charges for duplication. ~~ k / ale F. "'s art, Jr. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative February' 12, 2001 Date: Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Marshall L. Line, deceased Estate No. 21-01-0134 TO: Jennifer E. Line 440 Barnstable Road Carisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Marshall L. Line, died on the 30th day of January, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. ~he personal representatives of the Decedent are: Dennis E. Line, M.D. 440 Barnstable Road Carlisle, PA 17103 Joseph E. Line, M.D. 30 Ashford Drive Plainsboro, NJ 08536-3632 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. the A copy of the Will or Petition may be obtained by contacting Register of wills and paying the charges for duplication. ~~ Dale F. Sh:9 art, Jr. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative February 12, 2001 Date: Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Marshall L. Line, deceased Estate No. 21-01-0134 TO: Joshua C. Line 248 West 105th Street, Apt 2B New York, NY 10025 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Marshall L. Line, died on the 30th day of January, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. Jhe personal representatives of the Decedent are: Dennis E. Line, M.D. 440 Barnstable Road Carlisle, PA 17103 Joseph E. Line, M.D. 30 Ashford Drive Plainsboro, NJ 08536-3632 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: February 12, 2001 Capacity: Dale F. Sua t,/~r. Attorney Supreme ourt I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Marshall L. Line, deceased Estate No. 21-01-0134 TO: Kenneth M. Line 3902 City Avenue Adams B821 Philadelphia, PA 19131 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Marshall L. Line, died on the 30th day of January, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Dennis E. Line, M.D. 440 Barnstable Road Carlisle, PA 17103 Joseph E. Line, M.D. 30 Ashford Drive Plainsboro, NJ 08536-3632 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges Dale F. Attorney Suprem Cou t I.D. '#19373 35 East High Street, uite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative Date: February 12, 2001 Capacity: <0 i. ; >- w r:r: (Y) (\J LO (.() en ...q <( <I; o z >< <( I- W I- <(<( -I- ZC/) <(w >0 ...Iz ><( C/) zW zO wZ Q.<( !:: a:: w :I: z .... 0. - W o w a: ..J ~ - o - LL. LL. o '\ \ ", ': R C> 0 c_,'1 '".. .~ (:1 C- eo "~~" 0. '''''. . \" I- 0 0 z ill tfl => 0"- r.r a ::2: 0- 0- <t: ~.... U't lJ' ....., o ... 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CLS a:'-" :J 0... l- ~n.f ~-l LL <( ~U LL <( 0 :i: 0 l- z W W I- Z W W :i: I- Ul ::J I- CI) ..J <( <( 0 0 <( L.U u: z 0 CL 0 0 o U) W cr 'J l- ce <I I (!l :J I lJ) U.O fU w..... .J '1:# C:X:: U ow 'I UU -I (() <t: :.:: w CC (() <t: ::2: w cc 1 1 1 1 1 ~1 :::!] :5:] LLj 01 0:1 ~I WI m] 0:] I ] I J I I I ] I I I I I ] I ] I I 1 1 6 Register of Wills of Cumberland County t Pennsylvania INVENTORY , Deceased No. 21 - 2001 - 134 Date of Death 1/30/2001 Social Security No. 174-05-0179 Estate of Line, Marshall L. also known as Dennis E. Line Joseph E. Line The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. 1.0. No.: 19373 Signature: Attorney: Dale F Shughart, Jr. Esquire Personal Representati~/ Signature: Signature: Address: 35 E. High Street, Suite 203 Address: 440 Barnstable Road Carlisle, P A 17013 Carlisle, PA 17013 Telephone: (717) 241-4311 Telephone: Dated: PersQrtal Pl'Qperty 1,164.4970 shares of Federated Servces Co., Federated American Leaders Fund lnc -A, account #6859813. 29,962.51 718.24 Cash on hand Old coins and currency from safety deposit box, value based on attached appraisal by A.C. Leister, Commercial Coin Company 783.35 Ladies' jewelry, value based upon attached appraisal of Mountz Jewelers. 515.50 Antiques and collectables, value based upon attached appraisal of William G. Rowe. 4,155.00 5 pocket watches, value based on attached appraisal by William G. Rowe. 490.00 Household goods, furniture, furnishings, value based upon auction sale price. 12,362.10 (Attach additional sheets if necessary) Total Personal Property and Real Estate $212,004.79 Register of Wills of Cam......d County, Pennsylvania INVENTORY continued Estate of Line, Marshall L. . Deceased No. 21 - 2001 - 134 Date of Death 1/30/2001 Social Security No. 174-05-0179 also known as 1991 Honda Accord, vin #IHGCB7651MAI09023, value based on sale price. 6,400.00 M&T Bank checking account #425206 principal $7,784.27 accrued interest $0.00 7,784.27 George King, January rent 300.00 Waddell & Reed, check on hand 8,667.42 Presbyterian Homes, refund 47.46 Blue CrossIBlue Shield, refund 316.90 Tax proration on sale of real estate. 666.04 Financial Institute, RF, pension payment deposited in checking. 336.00 Total Personal Property $73,504.79 Real Estate Two tracts of land with improvements thereon located at 65 Rolling Driv~, Carlisle, Cumberland County, PA 17013 and having tax parcel Nos. 04-23-0600-199 and 04-23-0600-200. Value based on actual sales price. Copy of deed and HUD I settlement sheet attached. 138,500.00 Total Real Estate $138,500.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 174-05-0179 FILE NUMBER: 21-2001- 0134 DECEDENT NAME: LINE MARSHALL L DATE OF PAYMENT: 07/02/2001 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 01/30/2001 ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: REMARKS: DENNIS ELINE CIO DALE F SHUGHART JR ESQ CHECK#133 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 000004 I I I I I I I I I MARY C. LEWIS REGISTER OF WILLS AMOUNT $581.30 $581 .30 \.. /b"'~~ -// COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-13-2001 LINE 01-30-2001 21 01-0134 CUMBERLAND 101 DALE F SHUGHART STE 203 35 E HIGH ST CARLISLE JR ~SQ PA: ;1.7013 Amount Rellitted '* REY-1547 EX AFP 112-00l MARSHALL L MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4i-'EX-AFP-ri'2-=oOY-NOTic'E--OF-YNH'EifiTANCE-TAX-XPPRXis'Ei'-ENT~--Ai:rOWANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LINE MARSHALL L FILE NO. 21 01-0134 ACN 101 DATE 08-13-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED 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 ( ) CHANGED U) (2) (3) (4) (5) (6) (7) 138,500.00 29,962.51 .00 .00 43,542.28 .00 322,635.97 (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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount 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: PAYMENT DATE 04-26-2001 07-02-2001 NOTE: RECE:lpT NUI1BER AA496523 CD000004 DISCOUNT (+) INTEREST/PEN PAID (-) 1,050.00 .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 44,761.15 10,295.26 (11) (2) (3) (4) (9) UO) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 534,640.76 55.056 41 479,584.35 .00 479,584.35 14, IS and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = 479,584.35 X 045 = .00 X 12 = .00 X 15 = (9)= AMOUNT PAID 19,950.00 581. 30 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 21,581. 30 .00 .00 21,581. 30 21,581. 30 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .' J ~) f.., V STATUS REPORT UNDER RULE 6.12 Name of Decedent: Marshall L. Line Date of Death: January 30, 2001 Admin. No. 21-01-0134 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal iled with the Clerk of the Orphans' Court and 0 this report. (:) N .,:( CL h! ghart Court I. . 19373 35 East High Street, Suite 203 Carlisle, PA 17013 (717) 241-4311 Attorney for Executors Date: December 17, 2001 ~ E: t- .- C} () ,,{::~ ;0 ':..'~;~:II () J) QJa: a:: u c:::I i'~"" .,..... _..:::~ p (!"i ~15 ....s:: J>= Go "".-"r.~ ... z W Q W ill Q w ... "~l'.1 tlQ.~ "'Ii!... ,,~.. 'a . ~THO/'~\I}IHIA DEP'ARTMl!!NT ()lI REVl'NUE 0EP'T.2IOOO1 HARRIS8URO. P''' 17128-0801 t!.- REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OECEDENrs NAME (LAST. FIRST, AND MIDDLE INITIAL) Line, Marshall L. 0113012001 \ 11/2511912 (IF APPLICABLE) SURVNlNG SPOUSE'S NAME ( LAST, FI T AND MiDDlE INITIAL) . 1. Original Return lJ lJ lJ lJ 2. Supplemental Return lJ lJ lJ 48. Future Interest CompromIse (dale of dealh after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal poverty Credit (dale of death between 12-31-91 and 1-1-Qf:j []3. erm ea o. [] 5. Federal Estate Tax Return Requited 1 8. Total Number of Safe Deposit Boxes C 11.Election to tax underSec. 9113(A)(AllachSch 0) 4. Limited Estate 6. Decedent Died Testate (Attach copy ofWlII) 9. Litigation Proceeds Received / (;, _ :;~AbS~Jr FILE NUMBER 21 2001 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 174-05-0179 134 NUUBER THIS RETURN MUST 8E FILED IN DUPLICATE wmt THE REGISTER OF WILLS SOCIAL SECURrTY NUMBER .... "z Ww ::!Q OZ ,,2 ME Dale F Shughart, Jr. Esquire IRM NAME (If applicable) ~elEPHoNE NUMBER 7171241-4311 i!j 3 " ... ~ w '" 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. JoinUy Owned Property (Schedule F) a Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (lotal Lines 1-7) 9~ Funeral Expenses & Administrative Costs (Schedule H) 10. Debts 01 LJeceaent. Mortgage liabilities. & Liens (Schedule Ii 11. Total Deductions (total Lines 9 & 10) 35 E. High Street, Suite 203 Carlisle, PA 17013 (1) 138,500.00 OffICIAL USE ONLY (2) 29,962.51 (3) None (4) None (5) 43,542.28 (6) None (7) 322,635.97 (8) 534,640.76 (9) 44,761.15 (10} 10,295.26 (11) 55,056.41 479,584.35 12. Net Value of Estate (Line 8 minus Line 11) (12) (13) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 479,584.35 21,581.30 21,581.30 20. a CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15.Amount of Line 14 taxable at the spousal tax rate. < .00 (15) or transfers under Sec. 9116(0)(1.2) z 16. Amount of Une 14 taxable at lineal rate 479,584.35 < .045 (16) 0 ~ 5 17. Amount of Une 14 taxable at sibling rate < .12 (17) J: 0 " :l 18. Amount of Une 14 taxable at collateral rate < .15 (18) ... 19. Tax Due (19) Copyright 2000 fonn software only The Lackner Group, Inc. Fonn REV.1500 EX (Rev.~) Decedent's Complete Address: Sl'REET AnDRESS 65 Rolling Drive ISTATE PA [ZIP 17013 CITY Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 19,950.00 1,050.00 Total Credits (A + B + C) 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty (0 + E) 4. If Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1) 21,581.30 (2) 21,000.00 (3) 0.00 (4) (5) 581.30 (SA) (5B) 581.30 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:............................................................................. D IBI b. retain the right to designate who shall use the property transferred or its income:................................ 0 a c. retain a reversionary interest; or............................................................................................................ 0 a d. receive the promise for life of either payments, benefits or care?.......................................................... 0 1m. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.... ." ... ... .... ... ... .... ... .... ... .... ... ... .... ... ... ... .... ... .,........ ." ... ... ,.. ... ... ." ... ,..... .... 0 Dill 3. Did decedent own an ~jn trust for" or payable upon death bank account or security at his or her death? ...... 0 Dill 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................................... Dill 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penaltie$ of pefjury, I declare that I have examined this turn, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of prepare n the personal representati I based on all information ofwhich preparer has any knowledge. SIGNATURE 0 RSON R PO~S1BLE /ILI ET RN ADDRESS 440 Barnstable Road /. hoOt ATE A' . r, Carlisle,PA 17013 'I'!~~__~, AUURES~ C; /It,- () 6/J 7 ()) --. AUUKI:~~ 30 Ashford Drive Plainsboro, NJ 08536-3632 35 E. High Street, Suite 203 Carlisle, PA 17013 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. S9116 (a) (1.1) (ii)}. The statute does not exemot a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent ofthe 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.$. 59116 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 decedent's siblings is 120/Q {72 P .S. 59116 (a) (1.3)}. A sibling is de'fined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. . SCHEDULE A REAL ESTATE COMNOHWEA\.lt4 OF PSMNSYlVANtA. INHERITANCE TAX AETURN FlESIDENT ceCEOINT ESTATE OF Line, Marshall L. I FILE NUMBER 21 - 2001 - 134 All real prol!erty owned solely or as a tenant In common must be reported at fair market value. Fair mar1<et value is defined as the price at Which property would be exchanged between a WIlling bl!Yer and a willing sellef, neither being compelled to buy or sell. both having reasonable knowledge of the relevant facts. Real property wl1lcli Is Jolntly~wned wlm right of sUlVlvorahlp must t)e disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 138,500.00 Two tracts of land with improvements thereon located at 65 Rolling Drive, Carlisle, Cumberland County, PA 17013 and having tax parcel Nos. 04-23-0600-199 and 04-23-0600-200. Value based on actual sales price. Copy of deed and HUD I settlement sheet attached. TOTAL (Also enter on Line 1, Recapltulatlon) 138,500.00 , , Tax Parcel No. 04-23-0600-199 04-23-0600-200 THIS INDENTURE, MADE THE 17~y one (2001). of May in the year of our Lord two thousand BETWEEN Estate of Carlisle, DENNIS E. LINE and JOSEPH E. LINE, co-Executors of Marshall L. Line, deceased, late of the Borough of Cumberland County, Pennsylvania, herein called the the Grantors, and BILLY LYNN JONES, single man, and DIANNE L. ANGLE, single woman, of the Borough of Carlisle, Cumberland County, pennsylvania, AS JOINT TENANTS WITH RIGHT OF SURVIVORSHIP, herein called the Grantees WHEREAS, the said Marshall L. Line and his wife, Mary AIda Line, became during their lifetimes, seised, in fee, of two certain tracts of land, together with the improvements thereon erected, situate in the Borough of Carlisle, Cumberland County, pennsylvania, and more particularly described hereafter. WHEREAS, the said Mary AIda Line died on February 15, 1986, vesting title in fee simple in her husband, Marshall L. Line; and !1HEREAS, the said Marshall L. Lin,," , heing so thereof seised, dien on 0anuary 30, 2001, having made his Last will and Testament in writing dated March 21, 1986, duly probated and filed in the Office of the Register of Wills in and for Cumberland County, Pennsylvania, on February 5, 2001, Estate No. 21-2001-134 and in Item VIII of which Will he appointed as co-Executors, his two sons, Dennis E. Line and Joseph E. Line; and WHEREAS, Letters Testamentary in the Estate of Marshall L. Line were i~sueJ Ly the CumberlaQd County Register cf Wills on February 5, 2001, to his two sons, Dennis E. Line and Joseph E. Line, without the requirement that any Bond be posted, which Letters Testamentary remain in full force and effect; and WHEREAS, Section 3351 of the Probate, Estates and Fiduciaries Code (20 Pa.C.S. 3351) gives the personal representative the power to sell at public or private sale any real property not specifically devised; and WHEREAS, the herein described real property was not specifically devised; and . , Five Hundred ($138,500.00) Dollars, to them in hand paid by the said Grantees at or before the sealing and delivering hereof, receipt whereof is hereby acknowledged, have granted, bargained, sold, aliened, released, confirmed, and conveyed and by these presents do grant, bargain, sell, alien, release, confirm, and convey unto the said Grantees, as joint tenants with right of survivorship, their heirs and assigns; ALL THOSE CERTAIN TWO TRACTS OF LAND, together with the improvements thereon erected, formerly situate in South Middleton Township, now in the Third Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follcws: Tract No.1: BEGINNING at a point on the northern line of Rolling Drive, being the southeast corner of an unnumbered lot on the hereinafter- mentioned Plan of Lots, being Tract No. 2 of this conveyance; thence by said unnumbered lot, northwardly 189.5 feet to a point on line of Lot No. 16 on said Plan; thence by Lot No. 16 and Lot No. 15 on Said Plan, eastwardly 100.00 feet to a point on the western line of what was formerly Center Drive; thence by the western line of what was formerly Center Drive; and by Lot No. 15 on said Plan, northwardly 10.5 feet to a point on the said Lot No. 15; thence by the said Lot No. 15 eastwardly 30.00 feet to a point in the center of what was formerly Center Drive; thence by the Center Line of what was formerly Center Drive, in a southerly direction, 200.00 feet to a point on the northern line of the said Rolling Drive; thence by the northern line of the said Rolling Drive, westwardly 130.00 feet to a point, the Place of Beginning. BEING Lot Nos. 6 (formerly Lot No. 37), as shown on the Plan of Lots adopted by W. H. Garland, said Plan of Lots being recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Plan Book 4, Page 97, supplemented and replaced by "Plan No.2, Rolling Acres," dated May 23, 1950, and recorded in Plan Book 4, Page 103. ALSO BEING one-half (1/2) of Center Drive, as contained in Agreement dated August 24, 1968, and recorded in Cumberland County Miscellaneous Record Book 187, Page 569. UNDER AND SUBJECT, to any and all covenants, conditions, reservations, restrictions, limitations, rights-of-way, objections, easements, agreements, etc., as they appear of record. BEING the same premises which W. H. Garland, single man/widower, by hls deed dated September 28, 1948, and recorded in Cumberland County Deed Book "X", Vol. 13, Page 454 and by corrective deed dated November 29, 1982, and recorded in Cumberland County Deed Book "E", Vol. 30, Page 310 granted and conveyed unto Marshall L. dated November 29, 1982, and recorded in Cumberland County Deed Book "E", Vol. 30, Page 310 granted and conveyed unto Marshall L. Line and Mary AIda Line, his wife. The said Mary AIda Line died on February 15, 1986 vesting title in fee simple in Marshall L. Line. Tract No.2: BEGINNING AT A POINT on the northern line of Rolling Drive, which point of beginning is further described as being the southwest corner of Lot No.6 (formerly Lot No. 37), on the hereinafter mentioned Plan of Lots, and being Tract No. 1 of this conveyance; thence northwardly along line of Raid Lot No.6, a distance of 189.5 feet to a point on line of Lot No. 16 on the hereinafter mentioned Plan; thence along the line of the said Lot No. 16, in a westwardly direction, a distance of 40.0 feet to a point on the eastern line of South Pitt Street, as shown on the hereinafter mentioned Plan; thence by the eastern line of the said South Pitt Street, in a southwardly direction, a distance of 189.5 feet to a point, being the intersection of the eastern line of the said South Pitt Street with the northern line of the said Rolling Drive; thence along the northern line of the said Rolling Drive in an eastwardly direction a distance of 40.0 feet to a point at the southwest corner of Lot No. 6 on the hereinafter mentioned Plan, the Place of Beginning. BEING an unnumbered lot of ground at the intersection of the said Rolling Drive and said South Pitt Street on said Plan. THE ABOVE-DESCRIBED LOT of ground is shown on a Plan of Lots adopted by W. H. Garland, said Plan of Lots being recorded in the Office of the Recorder of Deeds and Mortgages in and for Cumberland County, Pennsylvania, in Plan Book 4, Page 97, supplemented and replaced by "Plan No.2, Rolling Acres," dated May 23, 1950, in Plan Book No.4, Page 103. UNDER AND SUBJECT, to any and all covenants, conditions, reservations, restrictions, limitations, rights-of-way, objections, easements, agreements, etc., as they appear of record. BEING the same premises which W. H. Garland, widower, by deed dated November 29, 1982 and recorded in Cumberland County Deed Book "E", Vol. 30, Page 313, granted and conveyed unto Marshall L. Line and Mary AIda Line, his wife. Said Mary AIda Line died on February 15, 1986 vesting title in fee simple in Marshall L. Line. TO HAVE AND TO HOLD the said two tracts of land above described, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances, unto the said Grantees, their heirs and assigns, to and for the only proper use . , '. AND the said Grantors, for themselves and their heirs and assigns, do for their own acts only, covenant, promise and agree to and with the said Grantees, their heirs and assigns, that they, the said Grantors, have not heretofore done or committed any act, matter or thing whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantors have caused this Indenture to be duly executed and their seal to be hereunto affixed the day and year first above written. Witness: ^ , ~ [SEAL] deceased [SEAL] utor L. Line, deceased , . COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND On this, the ~/~day of May, 2001, before me, the undersigned officer, personally appeared Dennis E. Line, co- Executor, of the Estate of Marshall L. Line, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. NDT-'IUL. - L COYLa, NDTAIIY PUBUC lORe OP CMLII&.I, a "LAND COUNTY loIV'"OtIlIll1l"'-"OCTOIIIII IT 2002 hand an~ official IN WITNESS WHEREOF, I hereunto seal. [SEAL] STATE OF NEW JERSEY COUNTY OF /JJe-A'C!.e::7e On this, the /?7?--day of May, 2001, before me, the undersigned officer, personally appeared Joseph E. Line, co- Executor, of the Estate of Marshall L. Line, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. ss. IN WITNESS WHEREOF, I hereunto set my hand and official seal. 7j"th' d>~,,!'I'. JACQUEtI S. BWALSKI NOTARY PUBUC OF NEW JERSEY MY COMMISSION EXPIRES DECEMBER 15, 2004 [SEAL] . . . I do hereby certify that the precise residence and complete post office address of the within named grantee(s) is May , 2001 Attorney for COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND RECORDED on this in the Recorder's office Vol. , Page day of A.D. 20 of the said County, in Deed Book Given under my hand and the seal of the said office, the date above written. , Recorder i:.:.: -, '^ TITr P TI\Tq mA l\Trp rn and Urban [)eve lopne:n t OMR No ?~irn?<' Inr>.I 8. Type of loan 6. File Number 7. loan Number 8. Mortgage Insurance Case Number Convent iona l 01- 258605 017.6473246 C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement a?eot are shown. Items mark.ed "(p.D.C.)" were paid outside the closlng; they are shown here for informat'lOno purposes Clnd are not included in the totaLs. D. Name and Address of Borrower E. Name and Address c;>f set Ler f. Name ~nd Address of Lender JONES, Blll~ l~NN ESTATE OF MARSHAll l, lINE FIRST UNITED MORTGAGE SERVICES, INC. ANGLE, DIANNE l. Executors: Joseph E. Line and 4931 CarLisle Plke 600 North BaLtimore Avenue, Apt. G Dennis E. Une Mechanicsburg PA 17050 Mount Holly Springs PA 17065 G. Pro~erty Location H. Settlement A~ent 65 Oll)n~ Drive PA ReaL Esta e Services, Inc. CarLisLe A 17013 Tax Parcel r.D. No. 04-23-0600-199 Place of Settlement 11. SettLement Date 1ax Parcel I.D. No. 04-23-0600-200 Carlisle, Pennsylvania May 24, 2001 J, Sum\ary of Borrower's 1ransaction K.SUm1ary of Seller's Transaction 100, Gross AIoount Due Fran Borrower 400. Gross Amount Due To Selle~ 101. Contract sales price 138,500.00 401. Contract sales price 138,500.00 102. Personal Property 402, Persona l property 103. Settl_nt charges to borrower (line 5,598,25 403, 1400) 104, 404, 105. 405. Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance 106. Parcel #1 Co/Twp 5124/01 to 1/1102 53.28 406, parce l #1 Co/Twp 5124/01 to 1/1/02 53.28 107. ParceL #2 Co/Twp 5124/01 to 1/1/02 428.46 407, Parcel #2 Co/Twp 5124/01 to 1/1/02 428,46 108, Assessments to 408, Assessments to 109. Parcel #1 School 5/24/01 to 7/1/01 6.08 409, Parcel '1 School 5/24/01 to 7/1/01 6.08 110. Parcel '2 School 5/24/01 to 7/1/01 178.22 410. Parcel 12 Schoo 1 5/24/01 to 711/01 178.22 111. 411. 112. 412. 120. Gross AnIolMl t [)Je F rc.m BorrOltoo'er 144,764.29 420, Gross Amount Due to Seller 139,166,04 200. Amounts Paid By Or In Behalf Of Borrower 500. Reducticns In AnM:u1t Oue to Seller 201. Depos i t or earnes t money 2,000.00 501. Excess deposit (see instructions) 202. Principal amount of new loan(sl 128,500.00 502. Settlement charges to seller (l\ne 10,083,49 1400) 203. EXisting loan(sl taken subject to 503. Exist\ng loan(s} taken subject to 204. 504, Poyolf 01 r i rs t mortgage loan 205. 505. Payoff of second mortgage loan 206. 506. 207. 507, 208. Seller credi t for terml te treatment 1,480.00 508, Seller credit for termite treatment 1,480,00 209. 509. Adjustments for items oopa id by seller Adjustments for items unpaid by seller 210. Ci ty/town taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments to 512, Assessments to 213. School Taxes to 513. School Tax.es to 214. 514. 215. 515. 216. 516. 217. 517, 218. 518, 219. 519. 220. Total Paid By/For BorrQo,<Cr 13\,980.00 52O,Tot.l Reduction in Amount [)Je to Seller 11. 563.49 300. cash At Settlement from/fa Borrower 600. Cash At Settlement To/FPOm Seller 301. Gross Amount due f rOllI borrower (l i ne 144,764,29 601. Gross amount due to seller (line 420) 139,166.04 120) 302. less arrKlunts paid by/for borrower 131,980,00 602. Less reductions in amount due seller 11,563.49 (l ine 220) (line 5201 303. Cash from Borrowers 12,784,29 603. Cash to Sellers 127.602.55 . ~.~. ....~. ............... ..., ..~.,~ ,;;0... UBSTITUTE FORM 1099 SELLER SlAT~MENr: The information contained herein is important tax information and is being furnished to the nternal Revenue Service. If you are requ\red to flle a return, a negtigence penalty or other sanction will be imposed on you if his item is required to be reported and the IRS determines that it has not been reported. The Contract Sales Price described on ine 401 above constitutes the Gross Proceeds of this transact\on. ou are required by law to provlde with your correct taxpayer identification number. If yau do not prov\de your correct taxpayer dentlflcatlon number, you may be subject to C1Vll or crlmlnal penaltles lmposed by law. Under penaltles O~f perJUrY~I certlfy that he number shown On thIS statement IS my correct taxpayer lden~~flcotlon~er~ .to ~ ~ D IN' SEllER SIGNATURt::\:~ J, ,'2L:t:J :;F ~ jM' SELLER SIGNATURE: I Dnl ""n 1<: IQt.\ G UR N ~E rAoP ENT ~\ TITLE INSURANCE ('0 u.s. DEPARTMENT OF HOUSIN ANO BA V M ( Uf\11-<."iTl bA SETTlEMEN S "H~~N 'L. Sett'lement Charaes: 700. Total Sales/Broker's Commission based on price $ 138.500.00 ~ 6% - $8,3'0.00 PA 10 FROJj PAlO t~OH Division of Corrrnission (tine 700) as follows: BORRWER S ~6llh RA~ FUNOS AT 701. $ 4.180.00 to Coldwell Bank.er HSG SETTlEMENT SETTL ENT 702. $ 4.130.00 to Century 21 Associates: Coom & Co. 703. Commission paid at Settlement 8.310.00 704. iransact\Of'I Fee to Century 21 Assoclates: Coon & Co. 125.00 800. ItE5nS Payable 1n Connection \.lith Loan 801. loan Origination Fee 'X. 802. Loan Discount % 803. Appraisal Fee to Vi rs t Uni ted Mortgage Services, Inc. 225.00 804. CredH Report to First Uni ted Mortgage Services. Inc. 45.00 805. Commitment Fee to Sovereign Bank 270.00 806. Document Preparation to First United Mortgage Services, Inc. 175.00 807. Overn1ght Mail Fee to First United Mortgage Services, Inc. 29.00 808. Yield Spread Premium from Sovereign Bank to FUMS. Inc.: $1.285.00 (POCI 809. 810. 811. Courier Fee (overnight pack.age) to PA Real Estate Services, Inc. 15.00 900. Items Requi red by lerlder to be Paid in Advance 901. Interest from 5/24/01 to 6/\/0\ . $25.43229Iday 203.46 902. Mortgage Insurance Premium lor mon ths to 903. Hazard Insurance Premium POC 904. 905. 1000. Reserves Depos i ted Wi th lender For 1001. Hazard insurance 2 months . $ 27.50 per month 55.00 1002. Mortgage insurance months . $ 83.53 per month 1003. City property taxes months @ $ per month 1004. County property taxes 5 months . $ 67.57 per month 337.85 1005. AnnuaL assessments months @ $ per month 1006. School Taxes 12 months. $150.90 per month 1.810.80 1007. months @ $ per month 1008. Aggregate Escrow Adjustment - 392.86 1100. n t le Charges 1101. Set t lement or closing fee to 1102. Abstract or title search to ABeD 1103. TitLe examination to 1104. Title insurance binder to 1105. Document preparation to 1106. Notary fees to Denise Pinamonti 12.00 1107. Attorney's fees to Dale F. Shughart, Jr., Esquire POC (\neludes above item numbers: 1101. 1105) 1108. Tit le insurance to CONESTOGA TITLE INSURANCE CO. t PA Real Estate Services. Inc. 982.00 (includes above item numbers: 1102-11051 1109. lender's coverage $ 128.500.00 1110. o....ner's coverage $ 138.500.00 1111. Endorsements: 100. 300. 500. 8.1 150.00 1112. ORO Lien Sea rch to ORS/Lien Search 1113. Closing Service Letter to Conestoga Title Insurance Company 35.00 1200. Government Recording and Transfer Olarges 1201. Recording fees: Oeed $32.50; Mortgage $59.50; Assignment of Mtg $14.00 106.00 1202. City/county/stamps: Deed $ 1.385.00 1.385.00 1203. State tax/stamps: Deed $ 1,385.00 1.385.00 1204. 1205. 1300. ~d::H t10nat Sen tement Charges 1301. Home ~arranty to American Home Shietd (AHS) 365.00 1302. Pest inspection to Home Paramount 30.00 1303. Final ~ater/Sewer to Borough of Carl\sle, Acct. No. 401-5619-01 23.49 1304. 1305. 1400. Total Settlement Charoes (enter on lines 103 Section J and 502 Section K) 5 598.25 10 083.49 1 have care f u~!l rev liilt tha VD-l S~[MENT STATEMENT and to the besti~ ~y knowled~e and befieln it i Q tru~ and ~ccurate statemen} of r~c~] th~n Isb~rsem ts made on my account or by me i t:11 ~ tion. I urt er lfy 1(t I ave received a copy 0 th HUO- MENT STA~ME . "J I.. 0 L, ./) 1 I _II I '-." .~ r./T 0 / V\) ~\,v -/ V-l r VI '(,V' r ~/ BOrrowers ~~ ul Sellers r '-/ To the best of my k.nowled , the HU -1 SETTLEMENT STATEMENT which I have prepared is a true and accurate account of the funds which were rece"ved and have be r will be disbursed by the undersi ned as part of the settlement of this transaction. ~~ V? -f}....---,-J setttement Agent g Oate 5/?-y/o/ I . SCHEDULE B STOCKS & BONDS COMMONW!Alltf Of PlNNSVlVANlA INHEfUTANCI TAX RETURN RESIDENT oe:ceDINT ESTATE OF Line, Marshall L. I FILE NUMBER 21 - 2001 - 134 All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM I NUMBER' 1 DESCRIPTION UNIT VALUE 25.73 VALUE AT DATE OF DEATH 29,962.51 1,164.4970 shares of Federated Servces Co., Federated American Leaders Fund Jnc -A, account #6859813. TOTAL (Also enter on line 2, Recapitulation) 29,962.51 Federated Services Company Bmtoll J)]\'i,lOll Federated March 27, 2001 WORLD-CLASS INVESTMENT MANAGER .. Dale F Shughart Jr Esq 35 E High St Ste 203 Carlisle PA 17013-3052 Reference: 00160975 Federated American Leaders Fd rnc - A Account Number: 6859813 Marshall L Line Dear Mr. Shughart: Thank you for contacting Federated. On January 30, 2001, the value of the referenced account was $29,962.51, based on 1,164.4970 shares at the net asset value of $25.73 per share on that date. Call us if you have questions! Client Service Representatives are available to help you from 8:00 a.m. to 6:00 p.m., Eastern time. The number is 1-800-245-4770. -j;J~r;dv?u1u( (/ ~~'~nda Rodriguez (;. Client Service Representative L-0026 . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH c;w. Pl!t.WSYLVANIA INiERlTANa! TAX RETURN Rl!SlDl!:NT DECEDeNT ESTATE OF Line, Marshall L. I FILE NUMBER 21 - 2001 - 134 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER I Cash on hand DESCRIPTION VALUE AT DATE OF DEATH 718.24 2 Old coins and currency from safety deposit box, value based on attached appraisal by A.C. Leister, Commercial Coin Company 783.35 3 Ladies' jewelry, value based upon attached appraisal of Mountz Jewelers. 515.50 4 Antiques and collectables, value based upon attached appraisal of William G. Rowe. 4,155.00 5 5 pocket watches, value based on attached appraisal by William G. Rowe. 490.00 6 Household goods, furniture, furnishings, value based upon auction sale price. 12,362.10 7 1991 Honda Accord, vin #IHGCB765IMAI09023, value based on sale price. 6,400.00 8 M&T Bank checking account #425206 principal $7,784.27 accrued interest $0.00 7,784.27 9 George King, January rent 300.00 10 Waddell & Reed, check on hand 8,667.42 11 Presbyterian Homes, refund 47.46 12 Blue CrossIBlue Shield, refund 316.90 13 Tax proration on sale of real estate. 666.04 14 Financial Institute, RF, pension payment deposited in checking. 336.00 TOTAL (Also enter on Line 5, Recapitulation) 43,542.28 pt. ire: :'p'..:"RA):<' ':<ill.""'S'.1&'.:":::w":./:::\:S'..'H.'.:'m":E':.'P':.' . ..' .. '" ........ .. ......... ... . . . :.:::..?-:::{..::::L.:::.<~...~..:t..:/.::.:/..::..~::..?}}i.::.:;.:../...::..::.)..:.::t:..:::~ SHEET NO. ~ NAMEt?f~ ~ DATE 3 - ''f-~()DI ADRESS If 1(0 ~..&... Ref.. . (!~ ,LJo..-. /70/3 .. ITEM .5 Yt, " ~ ;, M ~U/ av ~ !it! y xf" VALUE .3 5\ dlJ ~ 1 9o~ 11//,,-:1) /'1t.//"-f 0% ~ li93 1% 0 ~cf ~ ~ lo//3-P '7~ ~ /9~';>" t1~~ ~ tI~ /gS~ /!:!- IV-3 ~ /CJz-f ~ ~ t>~ .v~ 19~f ~ ~)f.d:::. ;e 1907 ~ . $. 7Y~ -p. /7:1. "6 ;;;.~. N~ / .3tm .3 00 I .5 I ) / dlJ &0 <TV 5t17J .J dS' "2l / :J 5 cJt} $' } 5t1TJ TOTAL AMOUNT 7 g 3 as: ~CIAL COIN COMPANY O. c ~ .~~ Trust Your Special Moments To Mountz. April 23, 2001 Dr. Dennis Line 440 Barnstable Road Carlisle, P A 17013 Dear Dr. Line, At your request I examined the jewelry you submitted for valuation and have provided an opinion of the Fair Market Value. This report is valid only in its entirety and the fmal figure excludes any applicable taxes. You may wish to take this into consideration when using the report. The value conclusions are subject to limiting conditions that are set forth in the body of the report. To the best of my knowledge and experience, I estimate the jewelry has a total Fair Market Value of$5I5.50. Photographs are included with the original report for your reference. I suggest that you keep your copy of this report in a safe place. This report was prepared in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP). If I can be of any further assistance, please call. ,. 're'~.-L2 A . Rausch G.G. Gra uate Gemologist, GIA Enclosures @) "t;...~ Page I of7 153 North Hanover Street. Carlisle. PA 17013 . 717/243-4936 . FAX 717/243-8785 .it ROLl!lX Table of Contents . Letter of Transmittal . Table of Contents . Purpose . Intended Use . Defmition of Fair Market Value . Approach to Value . Market . Limiting Conditions . Subscriptions Retained for Value Consulting . Metal Markets . Certification . List of Laboratory Instruments . Item Descriptions This report is valid only in its entirety and for its stated purpose and intended use and was prepared in accordance with the Uniform Staodards of Professional Appraisal Practice (USP AP). Statements and Limiting Conditions Purpose The purpose of this report is to describe and document the quality of the jewelry listed and to estimate it's Fair Market Value. Intended Use The intended use of this report is for providing an estate appraisal listing the Fair Market Value for use in the resolution of the Marshall Line estate. Definition of Fair Market Value The fair market value is the price at which the property would change hands between a willing buyer and willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of relevant facts. The fair market value of a particular item of property... is not to be determined by a forced sale price. Nor is the fair market value of an item of property to be determined by the sale price of the item in a market other than that in which such item is most commonly sold to the public, taking into account location of the item wherever appropriate. Taken from Treasury Regulation 20.2031-1 (b) Approach to Value There are three traditional approaches to value that are as follows: Income approach: Applies to income producing properties and is used only if an income situation or rental property can be identified. Market Data approach: Compares the qualities of the subject item to an article with similar or identical qualities, and researches and records current verifiable sales of such merchandise. Cost approach: Establishes the total value of an item by considering the value of its component parts (precious metal content, gemstone weights and qualities, labor, and any other fees) together with the appropriate retail markup according to the norms of the jewelers in the locale, supply and demand, and the current state of the marketplace. Page 2 of7 Fair Market Value is estimated using the market data approach. Neither the income approach nor the cost approach apply in establishing Fair Market Value. However, the cost approach to value was used to check on the reasonableness or market values found. Market To value an item a market (and market level) must be recognized. The most appropriate market for jewelry can vary depending upon the article's age, condition, quality, intrinsic content, aesthetic appeal, provenance, current fashion trends, artistic interpretation, period of manufacture among others. The type of retail outlet that most commonly carries the items being appraised is considered to be the most appropriate market. However, the auction market was also considered as another appropriate market in establishing Fair market Value for this type of jewelry. Limiting Conditions The jewelry described within has been analyzed and graded in accordance with prescribed grading standards using "state of the art" methods and precision laboratory equipment. Jewelry constructed solely of, or in combination with, precious metals (i.e. platinum, palladium, yellow or white gold and/or silver) is tested, analyzed and described for its type and content of such metal. Unless otherwise stated, all gemstone weights, grades and measurements are approximate and stones have not been removed from their mountings. Diamonds are graded with the prescribed grading nomenclature of the Gemological Institute of America (GIA) and the use of pre-graded permanent master diamond color comparison stones. Colored stones are color graded with the use of the GIA Gem Set color grading system. Unless otherwise stated, all colored stones listed on this appraisal report have probably been subjected to various treatments to improve their appearance. Treatments are considered usual and customary practices when properly disclosed and when done without intent to defTaud the consumer. The treatments are mostly stable and do not require special care. When a treatment is detected and considered unusual it will be so noted by this appraiser. Some treatments are reversible and re-treatable. It may be beyond the scope of an appraisal to determine exact treatment methods or the amount of treatment present. Some treatments require sophisticated equipment not found in a standard gemological laboratory. Prevailing market values are based on these universally practiced and accepted processes by the gems and jewelry trade. Sources are assumed to be reliable and the appraiser does not assume responsibility for their information. The appraiser assumes the ownership of the subject property is true as stated by the client. The fees paid for this appraisal do not include the services of the appraiser for any other matter. In particular, fees paid to date do not include any of the appraiser's time or services in connection with any statement, testimony or other matters before an insurance company, its agents, employees or any court or other body in connection with the property herein described. Ifthe appraiser is required to testify or to make any statements to a third party concerning the described property and/or appraisal, the applicant shall pay the appraiser for all of such time and services so rendered. This document is limited to its stated intended use and is invalid if all items listed in the Table of Contents are not present. Unless expressly stated, the items appraised are in good condition. Any serious deficiencies and repairs are noted. Ordinary wear and tear is not noted. The information in this report is confidential. Page 3 of7 This appraisal process does not discover liens, encumbrances, or fractional interests but, if known, they are noted. The limited owner of this appraisal is the party for whom the work was performed. Possession of this report does not provide title to the items appraised. Possession of this report, any portion of this report, or any copy thereof, does not include the right of publication without the appraiser's written consent. Use of the information contained in the appraisal is invalid ifall items listed in the Table of Contents are not present. Each item described in this report has been photographed and file copies of the photograph(s) as well as a copy of the report are maintained in the appraiser's files for at least five years after the report date. Third parties may rely on the information in this report for the defmed purpose and intended use only. Third parties requiring further information than what is in the report must obtain the written permission of the owner of the appraisal before the appraiser will discus the report. No changes may be made to this report by anyone other than the appraiser. The appraiser cannot be responsible for unauthorized alterations. The professional relationship between the appraiser and the client ends with the delivery of this report. Subscriptions Retained for Value Consulting Drucker, Richard - The Guide. Northbrook, lL Rapaport, Martin - Rapaport Diamond Report, New York, NY Levine, Gail - Auction Market Monitor, Rego Park, NY Metal Market Gold Silver Platinum 4/23/200 I $264.80 $4.44 $616.00 List of Laboratory Instruments Binocular microscope Leveridge gauge Electronic scale Thermal conductivity diamond tester Touchstone and acids Ultraviolet light unit Fiber optic light Electronic metals tester Spectrascope Proportionscope Polariscope Dichroscope GIA Gem Set color grading system Refractometer Chelsea color filter Heavy liquids Diamond light and graded master comparison diamonds Page 4 of7 Certification . I hereby certify that, to the best of my knowledge and belief; . The statements of fact contained in this report are true and correct. . The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and are my unbiased professional analysis, opinions, and conclusions. . I have no present or prospective interest in the property that is the subject of this report and I have no personal interest or bias with respect to the parties involved. . My compensation is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of my client, the amount of the value estimate, the attaimnent of a stipulated result, or the occurrence of a subsequent event. . I have made a personal inspection of the property that is the subject of this report. . No one provided significant professional assistance to the person signing this report. . My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. A' . Rausch G.G. G ate Gemologist, GIA 4/23/200 I Page 5 of7 Prepared For: Dr. Dennis Line 440 Barnstable Road Carlisle, PA 17013 Date: 41231200 I Item I Ring One ladies] 4k white gold tiffany style diamond engagement ring. This ring contains (I) six prong set round brilliant cut diamond. The shank of this ring measures 2.9mm wide at the shoulders and 1.6mm wide at the bottom. This ring is a size 5 1/2. Diamond Attributes Shape and cut: Measurements: Weight: Clarity: Color: Item Attributes Metal: Finish: Setting: Condition: Round brilliant 4.72 x 4.72 x 2.90 mm (approximate) 0.40 Cis. (estimated) SI-I G ~ 14K white gold Polished Six prong set Very good Total Approximate Retail Value Excluding Tax $475.00 Item 2 Ring One 18k yellow gold wedding band. This ring is 3.6mm wide. This ring is hand engraved L.E.E.-E.E.G.S 6-10-15. The weight of this piece is 2.50 DWT. The size is 6 il2. Total Approximate Retail Value Excluding Tax $14.00 Item 3 Ring One 14k white gold wedding band. This ring measures 2.2mm wide and is from the manufacturer Artcarved. This ring weighs approximately 1.33 DWT The size of this piece is 6 ]14. Total Approximate Retail Value Excluding Tax $6.50 Page 6 of7 Item 4 Ring One stering pin. This hand engraved pin measures 29mm x 32mm This oval shaped pin has a straight post clasp with a twist safety. This piece weighs approximately 4.80 DWT. Total Approximate Retail Value Excluding Tax $15.00 Item 5 Pendant One ladies gold plated heart locket and chain. This locket contains (I) heart shaped piece of mother of pearl. The chain is a 2 I inch pendant rope chain. Inside the locket are two pictures. Mother of Pearl Attributes Shape and cut: Measurements: Item Attributes Metal: Finish: Setting: Condition: Heart shaped cabochon 23.00 x 20.00 x 2.60 mm Gold plated Polished glued Fair Chain Attributes Design: Length / Width: Metal type: Clasp: Condition: Rope 21.00 inches / 1.30 mm Gold plated Hook Fair Total Approximate Retail Value Excluding Tax $5.00 Total Approximate Retail Value for All Items - Excluding Tax: $515.50 Five hundred fifteen dollars and fifty cents Signature of Appraiser: b:.~.f? Graduate Gemologist, GIA f2 Page 70f7 TO: Dale F. Shugart Jr. 35 E. High Street Carlisle, Pa. 17013 FROM: Rowes Auction Service 2505 Ritner Highway Carlisle, Pa: 17013 RE: Marshall L. Line Estate Appraisal 65 Rolling Drive Carlisle, Pa. 17013 LINDEN HALL ANTIQUES 211 OLO STONE HOUSE ROAO CARLISLE. PA 17013 717.249.1978 April 2, 2001 Small Walnut Blanket Chest-Bracket feet Walnut Ext. Table -3 Boards-Dining Room Early Walnut Cradle Walnut Plantation Desk- 2 Door w/Desk Section Above- 4 Drawers & Lift Top Section on Base Cherry 4 Drawer Sheraton Chest w/inlaid & Reeded Posts Minature Walnut Blanket Chest Elgin Hunting Case Pocket Watch-25 Yr. Hamilton Open Face Pocket Watch Gold Filled Hunting Case Pocket Watch- Gold Filled Ladies Open Face watch Elgin Silver Case Pocket Watch PAGE 2 JOE LINE -- Victorian Marble top Dresser/ Matching Washstand Cherry Dropleaf Stand- 3 Drawer Marble Top Stand- Rectangular Marble top Stand- Oval Small Walnut Magazine Cradle Walnut Extension table/3 Boards Childs Oak Rocker Painted Oak Towel Rack Step Ladder DENNIS LINE $ 600.00 400.00 125.00 200.00 35.00 375.00 75.00 40.00 5.00 200.00 375.00 175.00 1000.00 Keyholes 400.00 150.00 135.00 120.00 85.00 85.00 65.00 TOTAL $4645.00 ,-~~~.., Q,- William G. Rowe / . I , !1M&rBank April 26, 2001 RE: Estate Search The Estate of: Date of Death (D.O. D.) MARSHALL LINE 1/30/200 I To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $7784.27 $.00 CHK 252062659 425206 NOT A VALID ACCT# MARSHALL L LINE 4334 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description A Safe Deposit Box titled in the Decedent's name existed at our NOBEL BOULEVARD OFFICE. The Safe Deposit Box Number is 0000411. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORA nON BY: ~~ ~ Authorize SIgnature DATE: <-( - 2(1"01 Manufacturers and Traders Trust Company. 1100 WeMe Drive, P.O. Box 7f!Jl, Buffalo, NY 14240-07f!Jl '. SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBA TE PROPERTY COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Line, Marshall L. FILE NUMBER 21 - 2001 - 134 This schedule must be completed and flied If the answer to any of questions 1 through 4 on paga 2 Is yas. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF NUMBER lodude the name of the transferee, their rel8l1Onship to decedent and the dale of transfer. "ALUE OF ASSET DECO'S EXCLUSION TAXABLE VALUE Attach a copy of the deed for real estate. INTEREST (IF APPLICA8lE) 1 3,848.145 shares of Waddell & Reed account #9464629 38,212,08 100% 38,212.08 IRA Fund 630 @ $9.93 a share. Designated beneficiaries are decedant's sons, Dennis E. Line and Joseph E. Line, equally, i 2 129,976.522 shares of Waddell & Reed Fund 621, account 214,032.37 100% 214,032.37 , #15389596TOD @ $7.14/share. This is a transfer on death account and therefore the value of this asset is not included for purposes of calculating the probate estate. Designated beneficiaries are decedant's sons, Dennis E. Line and Joseph E. Line, equally. 3 8,820 sbares of Waddell & Reed Fund 625, account 70,391.52 100% 70,391.52 #15389596TOD @ $7.98/sbare. This is a transfer on death account and therefore the value of this asset is not included for purposes of calculating the probate estate. Designated I beneficiaries are decedant's sons, Dennis E. Line and Joseph E. Line, equally. I I [ I TOTAL (Also antar on IIna 7, Recapitulation) 322,635.97 C)~~ Dale F ShughaI1, Jr 35 East High St Ste 203 Carlisle PA 17013 6300 Lamar Avenue Post Office Box 29217 Shawnee Mission, KS 66201.9217 February] 5,2001 Re: Account No.1 5389596 TOD Estate of Marshall L Line Date of Death: Janumy 30, 2001 Dear Mr. ShughaI1: This letter is in response to your notification of the death of Marshall L Line, and your request for the date of death valuation. Please be advised that as of the date of death, the above account contained the following: Fund 621 625 NAV $7.14 $7.98 Shares 29,976.522 8,820.992 Value $214,032.37 $70,391.52 If you have any fuJ1her questions, please contact lIS at the address above or on our toll free number 1-800-366-5465. Sincerely, ~~~ Customer Service Division Waddell & Reed Services Company csr O~~ Dale F Shughal1, Jr 35 East High St Ste 203 Carlisle PA 170]3 6300 Lamar Avenue Post Office Box 29217 Shawnee Mission, KS 66201.9217 February 15,200] Re Account No. 9464629 IRA Estate of Marshall L Line Date of Death: JanualY 30, 2001 Dear Mr. Shughm1: This letter is in response to your notification of the death of Marshall L Line, and your request for the date of death valuation Please be advised that as of the date of death, the above account contained the following: Fund 621 630 NAV $7.14 $9.93 Shares 0000 3,848.145 Value $0.00 $38,212.08 If you have any fUl1her questions, please contact us at the address above or on our toll free number 1-800-366-5465. Sincerely, 2)p-. . ."'-' {J ~ Customer Service Division Y Waddell & Reed Services Company 0 csr *' ~~& ADMNS1RAl1VECOSI~ COMMONWEALTH or P8rlNSYl.VANIA .......IUTAHCI TAX R!'1'\.fUoI ReSIDENT DEC6Dl!!NT ESTATE OF Line, Marshall L. \ FILE NUMBER 21 - 2001 - 134 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: I Hoffman-Roth Funeral Home, funeral expenses. 7,184.00 2 L & D Catering, Inc., lunch following funeral service. 1,272.00 3 Westimster Cemetary, funeral expenses 815.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Pe""",.1 Representative(s): Slreet Address City State Zip 2001 - Year(s) Commission paid 2. Attorney's Fees -- Dale F Shughart, Jr. Esquire (estimated) 12,600.00 3. Family Exemption: (If decedenfs address is not the same as daimanfs. attach explanation) Claimant \ Slreet Address City State Zip I Relationship of Claimant to Decedent , 4. Probate Fees Cumberland County Register of Wills 319.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs I Register of Wills, short certificates 12.00 2 Bonnie L. Coyle, notary fees 20.00 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 22,539.15 44,761.15 . Sc:h8cUeH F\.nnI EA,:s ! 11 & M&i ......ColItsc:anhJed COMMONWEAL 1'H OF PENNSYLVANIA INHeRITANCE TAX RETURN RESIDENT OECEDENT I FILE NUMBER 21 - 2001 - 134 ESTATE OF Line, Marshall L. 3 Linden Hall Antiques, appraisal fees 50.00 4 Rose Detailing, detailing Honda for sale 116.55 5 Earl E. Gayman, prep work and painting. 3,754.00 6 Joseph E. Line, reimburse for out of pocket expenses. 295.51 7 Ohio Causalty Co., hazzard insurance premium. 227.00 8 Rowes Auction Service, auction sales commission 4,326.10 9 Richard Sherman, carpentry repairs 339.82 10 Commercial Coin Company, appraisal 20.00 11 ColdweIl Banker, realtors commission 8,310.00 12 Recorder of Deeds, realty transfer tax. 1,385.00 13 Darlene Moyer, 2001 countylborough real estate taxes. 794.68 14 Billy L. Jones, credit for termite treatment. 1,480.00 15 Borough of Carlisle, fmal water bill paid at settlement 23.49 16 American Home Shield, home warranty to buyers of real estate 365.00 17 Register of WiIls, filing inheritance tax retorn and inventory 25.00 18 UPS, overnight mail 15.00 19 Postmaster, certified mail. 12.00 20 Reserve for fees and costs associated with preparing and filing fiduciary income tax retorn and fmal account. 1,000.00 Page 2 of Schedule H *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS CO~THOf'PENNSYLVANtA INHERITANCE TAX RETURN RESIDENT OECEOI!NT ESTATE OF . Lme, Marshall L. I FILE NUMBER 21 - 2001 - 134 Include unrelmbursed medical expenses. ITEM NUMBER I DESCRIPTION AMOUNT 481.20 Checks written before death, clearing after death a) Dauphin Oil- 29.00, b) George King- 235.00, c) Patriot News - 17.20 2 Swaim Health Center, Presbeterian Homes, Inc., bill for fmal services rendered to decedent. 94.92 3 Yellow Breeches EMS, ambulance transport charges. 30.00 4 DANONE, bill for bottled water service plus 49.90. 62.50 5 Pentegra, refund of pension over payment. 336.00 6 Borough of Carlisle, water bill plus 13.49 67.67 7 Dauphin Oil, bill for fuel oil. 230.24 8 PP&L, bill for electric service plus 50.32 and 29.66 276.92 9 Sprint, bill for basic phone service plus 25.36 100.81 10 Newville Community Ambulance, ambulance service. 100.00 11 P A Department of Revenue, 2000 income tax due. 1,089.00 12 US Treasury, 2000 federal income tax due 7,426.00 TOTAL (Also enter on Une 10, Recapitulation) 10,295.26 '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I FILE NUMBER 21 - 2001 - 134 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE Line, Marshall L. I. TAXABLE DISTRIBUTIONS (indude outright spousal distributions) Joseph E. Line 30 Ashford Drive, Plainsboro, NJ 08536-3632 Waddell & Reed brokerage and IRA accounts passing by beneficiary designation. son ..5% of the residue 2 Dennis E. Line 440 Barnstable Road, Carlisle, PA 17013 Waddell & Reed brokerage and IRA accounts passing by beneficiary designation. son 45% of the residue 3 i Abby Marie (Line) Cutting 1120 Ruskin Ave. Apt 706, Pittsburgh, PA 15213 granddaughter 2.5% of the residure 4 Joshua Christopher Line 128 West 105th Street, Apt 2B, New York, NY 10025 5 Kenneth Marshall Line 3902 City Avenue, Adams B821, Philadelphia, PA 19131 grandson 2.5% of the residue grandson 2.5% of the residure I See Continuation Schedule(s) attached Enter dollar amounts for distributions shown above on lines 15 through 17. as appropriate, on Rev 1500 cover she t II. I NON-TAXABLE DISTRIBUTIONS: I 'IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE T '* SCHEDULE J BENEFICIARIES continued ESTATE OF Line, MaIShall L. COMMONWEALTH OF PENNSY\.VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I FILE NUMBER 21 - 2001 . 134 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT Do Not UOt T_o, OF ESTATE I. TAXABLE DISTRIBUTIONS Ondude oubighl spousal dlsbibutions) 6 Jennifer Elizabeth Line 440 Barnstable Road, Carlisle, PA 17013 granddaughter '.5% of the residue Page 2 of Schedule J "~' .... LAST WILL AND TESTAMENT OF MARSHALL L. LINE I, Marshall L. Line, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my just debts, funeral expenses and the expenses of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I bequeath the large walnut antique secretary desk to my son, Dennis E. Line. ITEM III: I bequeath the marble top walnut dresser and marble top walnut washstand (which are part of the bedroom suite of which he now has the bed) to my son, Joseph E. Line. ITEM IV: I bequeath my remaining household goods and furnishinqs, furniture, and jewelry, to my two sons, Dennis E. Line and Joseph E. Line, in equal shares so that they may make division in kind or expose for sale, as they shall agree. ITEM V: I devise and bequeath the rest, residue and remainder of my estate of every nature and wherever situate as follows: A. Forty-five (45%) percent ~hereof to each of my tW0 sons, Dennis E. Line and Joseph E. Line, provided, however, that the share of either of my said sons who predeceases me or dies on or before the thirtieth day following my death, shall be distributed to his issue, per stirpes, living on the thirty-first day following my death and in default of such then living issue, such share shall be added to the share for my other child or his issue. B. Ten (10%) percent thereof in equal shares to my four ,i11AJUI fj A 1 tJ if?l: <- ; (4) grandchildren, Abby Marie Line, Joshua Christopher Line, Jennifer Elizabeth Line (children of my son, Dennis E. Line) and Kenneth Marshall Line (son of my son, Joseph E. Line), provided, however, that should any of my said grandchildren predecease me or fail to survive me by thirty (30) days, the share of that grandchild shall be divided equally among the surviving grandchildren. ITEM VI: I appoint Dennis E. Line and Joseph E. Line, guardians of any property which passes, under this Will or otherwise, to their respective issue who shall be a minor at the date of my death and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardians shall have the power to use principal, as well as income, from time to time for the minor's support, medical and health care, and education or to make payment for these purposes, without further responsibility, to the minor or to any person taking care of the minor. ITEM VII: Should either one or both of my sons, Dennis E. and/or Joseph E. Line fail to qualify or cease to act as guardian for their respective minor issue pursuant to Item VI of this my last Will and Testament, I appoint Farmers Trust Company of Carlisle, Pennsylvania, as successor guardian for such minors. ITEM VIII: I appoint my two sons, Dennis E. Line and Joseph E. Line, or either of them, Executors of this my last Will and Testament. ITEM IX: I direct that my guardians and personal representatives as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ~ WITNESS WHEREOF, I have hereunto set my hand and seal this :<,/'" day of March, 1986. )t'L. -udd",;J.I cf ~ _~ d Marshall L. Line [SEAL] The preceding instrument, consisting of two (2) typewritten pages, each identified by the signature of the Testator, was on the date thereof, signed, published and declared by Marshall L. Line the Testator herein named, as and for his last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. -b Ii 1/tI-Li"""Y- ~~~ -- J ., . . . ,ii" COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, Marshall L. Line, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by Marshall L. Line, Testator, this 21st day of Mar~~ f17A/(Aj,A.P~ . (0""", Testator Al THEA M. CLUGSTCN, Not Public Carlisle, C~'::,,:::e;;-~c;;c Co., P', My Cemm;,,'en Expires July 24, 1969 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, Dale F. Shughart, Esquire and William A. Addams, Esquire, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Marshall L. Line, Testator, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that both of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by Dale F. Shughart, Esquire and William A. Addams, Esquire, witnesses, this 21st day of March, 1986. itness ALTHEA ..'A C;~:;STCN, ~.:~;.ery Cadisie, C'..1!'":",:l;~!~;,d Cc., ?3. My Comm;,s,:n Expires J"ly 24, 1969