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Home My WebLink About01-1048 .; t. Estate of Ruby J. Marquart also known as n / a PETITION FOR PROBATE and GRANT OF LETTERS ~\-{)\-l()~~ No. To: Register of Wills for the . Deceased. County of Cumberland in the Social Security No. ZtJ2.-a~ ,- L!f5f3:/j Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: co- . Your petitioner(s), who is/are 18 years of age or older an the execuer & co-executrltfamed in the last will of the above decedent, dated 11 November 1997 , 19_ and codicil(s) dated n / a (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumber land County, Pennsylvaniat with h er last family or principal residence at 205 Herman Avenue, Lemoyne, PA (list street, number and muncipality) Decendent, .then -.!J.S_ years of age, died 4 November 2001 ,19 , at ~:4Iv"~~~~ p~ . Except as follows, ~cedent 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 $ 215, 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 $ 225, 00 0 . 00 situated as follows: 205 Herman Avenue, 209 Herman Avenue. and 221 South 2nd Street, all in Lemoyne, Cumberland County, Pennsylvania WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters tes tamen tarv theron. (testamentary; administration c.La.; administration d. b.n.c. t.a.) VI tr 5:! v ~3 0.... ~1J c -00 c''::: <<:1"= _cu ~o.. cu '- ~ 0 Cti c 00 i:ii ~ 1> w-aoP,- Ja e L. Welsh tj 93'1 Hummel Avenue Lemoyne. PA 17043 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA "I so. COUNTY OF CUMBERLAND j ~ The petitioner(s) above-named sw~ar(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. c:" OQ' ::s t:l - 10: ~ ~ \'1- ;;Jl 1_) <-..- \.. No. 21 - 01 - 1048 Estate of Ruby J. Marquart , Deceased DECREE OF PROBATE AND GRANT OF LETTERS FEES $ 3 ~.Q. 00 $ 30.00 $ $ 9.00 5.00 TOTAL - $ 104.00 Filed ... .NQVE.M8~~. .1.~ t. 2.QQ1. . . . . . . . . . . Probate, Letters, Etc. ......... Short Certificates( 1 ~ . . . . . . . . . . Renunciation ................ X-Pages JCP Mailed letters to attorney on 11-15-01. \... MARY CLEWIS cc21mu.e \ L. A \'\ c\e s. A \-~,,--. A TIORNEY (Sup. Ct. J.D. No.) 1 7 2 ~5 525 N. 12th Street T.pmoyne, FA 17043 ADDRESS 717 761-5361 PHONE _~'r-.::; ~t"'.-::; "":."='\' This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Loca I 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. p 7745803 // /-:t:;~ /d-" (,....,.~..;,-< '/2:"-" ..~.~/ ?~..I~~~.~'t-t:.-7-'f' /___ Local Registrar (jr Fee for this certificate, $2.00 NOV 0 6 200t No. Date i43R... 2/87 COMMONWEALTH OF PENNSVLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH eo. STArt FIlE NUUIIA SEX SOCIAL SECURITY NUM8ER z.fernale 1.202 - 20 OERH .McnIh. ~. ."'*, (lab.tItJ)j t1tJ / NAME OF DECEDENT If....~. lOlll) I. Ruby J. Marquart AGE (lallllorlhclay) UNDER I YEAR UNDER I OM Manlha o.ya ....! MInuI. BIRTHPLACE (CoIy_ SIaIII 01 Fcreqo COUIlIfYl :=lI'flO DECEOEHT'S USUA1. 0CCUfIIIln0N ~":':~O:::::;2,=r "..housew~fe ,,.. own hane DECEDENT'S MALING AOOAESS (SIr.... C4y/boIn. StIIiI. Zip Codel 205 Hennan Avenue ,.. Lenoyne, PA 17043 FRHER'S "lAME (F".... Middle. ~ ,e. John Young INfOflMANT'S NAME (T ypeIPmI) Jane Welsh METHOD OF DlSI'OSITIOH DDMliDnO =~ C-... 0 "--......0 ,.. OF 11M -.23lH:onIr ~ 0_......... .1lDl.......... _ Of_to =""'!~ _ Of........ UAAITAl STRUB. u-.d ~ ........ WIdooooed. 0Mlrced CSpeclIy) ,.~idowed t7C.0 '1M. dec:edenl1IlIM In RACE . A-.:an 1ndIen.1IlecIo. WhIle. etc. ISpeclIyI lI~i te SUAVIVING SPOUSE Cl..... go.e__. I~. Cumberland Co. Did decedenl ... in. --.? ..... :si ~ 'PROHCM INCINQ AND ClERTU'V1HO _SlClAN (Phywc_lloIh """"""";"'9- anll Cer1l1'flnl1lO ~use oIl1ea"" iI To'" beet.. my k_........ ....... OCC................. de... and...... _ clue to... callMC.I..... m......,.. ."leeI.. . . . . . . . . . . . . ...- '.DlCAL DAIlIlNERICORONER On the.... of ...mln8t1on anellOI' Investlgallon.1n my opinion. death occurred .t tile time, d.t.. and p1ac.. and due to the c.uM(s'.nd 1'''- as etated.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l REGISTRAA'S~UREAND~R ,,~ t'~~ r'(: ~~4-~+~~_ ~II P(I/ ( I >>. A~~ 17.. ="'-:-':::ol Lemoyne MOTHER'S NAME IF.... ModdIa. ..... Surnamo) ,.. Nellie Welch INFORMANT'S MAIUHO AIXlAESS lsn.t. ~. SIaIe. Zip Codel 937 Humnel Ave. ,Lemoyne,PA 17043 PLACE DISPOSITION. ~ ol c--,. Cr....-r LOCRlON. CitvIfown, Stat.. ZlpCode 01 0tIw PrK. Rolling Green Cemetery lIe. NAME AND AOOAESS Of fl1toCIU1Y cily/IIoro ".. Allen Twp.,PA17011 .::-....2..2lI_be -...ee1 by J7RH =-....-_~dMlII. . C .~ 24. I::J M. H. In. PART t: E_ ...---. il1jur'-Of ~ "'*" _Ihe de.1Il Do 1lDl_1he Lial...,_ _on _..... ~IECAUA (F.... r-... 01 c:oncllloDn r-*'lJ.. dulhl- -~............ -'ii..... .......10 iINnecIiMe S=-e=-.~ --~-- .'-*111" dulhlLAaT ,. WIUI AN AU10PSY WERE AUlOPSY FINDINGS MANNER OF DEATH ~_PEAFORME07 ~-::~se Of'DEArH? ........ ~ o DATE OF INJURY (Monlh. Day. 'Mar) INJUAY R WORK? OESCRI8E HOW INJURY OCCURAED. Homic:ida o o o ~~ .... 0 No tit Vas 0 NoD Accident Suicide ........ "'-tigaIlon CouIcIIlDl be delomunod .... 21ft. csn....lCheck only onot 'CIEIIT..,.. \lHYSICIAN If'hyllClen corllIyong _ d cleefI_ MICll/w llhYsocoan has JllOIlOUnC4Id lleall1l11lO COIIIJlIaleo n.... 131 To...boeC.....,___..de.-..................CSUM(.I....._....._................................................... .. 21. o 32. DATE FILED (Monlh. Day. _, 34. ;"'?,v ~ I ~ () () I .. \ -11 ~ ?1 - 01 - 1048 WILL OF RUBY J. MARQUART I, RUBY J. MARQUART, of the Borough of Lemoyne, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, 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 give, devise, and bequeath all of my possessions and estate of every nature and wherever situate to my husband, RALPH E. MARQUART, provided he survives my death by sixty (60) days. Should my said husband predecease me or be deceased on the sixty-first day after my death, I give, devise, and bequeath all of my possessions and estate of every nature and wherever situate to such of my children who survive my death by sixty (60) days. ITEM III. I appoint my son, JOHN C. MARQUART, and my daughter, JANE L. WELSH, co-executor and co-executrix of this my last will. Should either my son or daughter predecease me or otherwise fail to qualify or cease to serve as co-executor or co- executrix of this my last will, I appoint the survivor to serve as executor or executrix of this my last will. ITEM IV. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. ITEM V. In addition to the other powers and authorities granted to my personal representative by Pennsylvania Law and by the other terms and provisions of this will, I hereby give to my personal representative the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim Page 1 of 4 II ". " .... or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representative may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representative deems proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representative deems proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VI. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this I / !...:It~ day of 1JtrY'em~ .1997. ~~~M~ RUBY J. MA UART Page 2 of 4 11 .. ~ " , ' The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by RUBY J. MARQUART, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. &-~ QP-Q. ~,- el L. An es Clnui-~@6J2 Lt~ Amy Ros i Page 3 of 4 ... II. -. 4 .. . . COMMONWEALTH OF PENNSYLVANIA ) ( SS.: ) COUNTY OF CUMBERLAND The undersigned, being the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing 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. ~ARiAh~ ,I I I ! Sworn or affirmed to and acknowledged before me by the testatrix named above this 1/ -fir day of No verngeR, , 1997. I~ NotaryPublic COMMONWEALTH OF PENNSYLVANIA ) ( 55.: ) COUNTY OF CUMBERLAND WE, SAMUEL L. ANDES and AMY ROSELLI, 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 the testatrix sign and execute the instrument as her last will; that she signed it willingly and that she 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 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 acknowledged before me this II*' day of N()lItl11~~, 1997. ~~-~~~ Samuel L. Andes o ~'-\'\? 001' J ) ~ Amy Rose . " I, 4 IT CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Ruby J. Marquart Date of Death: 4 November 2001 Will No. Admin. No. 21-01-1048 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 27 November 2001: John C. Marquart 5540 South Spencer Avenue Tucson, AZ 85746 Ralph E. Marquart, II 2252 Orchard Road Camp Hill, PA 17011 Sharon A. Marquart 355 Lewisberry Road New Cumberland, PA 17070 Frank E. Marquart 219 Herman Avenue Lemoyne, PA 17043 Donna L. Rhoads 1702 Josiah Chowning Way New Cumberland, PA 17070 Linda K. Marquart 205 Herman Avenue Lemoyne, PA 17043 Jane L. Welsh 931 Hummel Avenue Lemoyne, PA 17043 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: ~ Signature None Date: \\'~1l 0' c... Name: Address: '5 co N :;::. ~ . . '~"~'li Samuel L. Andes 525 N. 12th Street Lemoyne, PA 17043 Telephone # 717 761-5361 ",., (L: ;.,,~:,'~.,' ~~: . ';.,:~~ o ,_'i om ~r:r: :G i~,~ .> .0 '~ ~ {j)::t; ;;-, - (..;(j Capacity: Personal Representative X- Counsel for Personal Representatives - p COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ANDES SAMUEL L 525 N 12TH ST LEMOYNE, PA 17043 -------- fold ESTATE INFORMATION: SSN: 202-20-4589 FILE NUMBER: 21-2001- 1048 DECEDENT NAME: MARQUART RUBY J DA TE OF PAYMENT: 01/22/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/04/2001 NO. CD 000774 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $16,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JANE L WELSH C/O SAMUEL L ANDES ESQUIRE CHECK#1007 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $16,000.00 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ANDES SAMUEL L 525 N 12TH ST LEMOYNE, PA 17043 _nnn_ fold ESTATE INFORMATION: SSN: 202-20-4589 FILE NUMBER: 2101-1048 DECEDENT NAME: MARQUART RUBY J DA TE OF PAYMENT: 11/21/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/04/2001 NO. CD 001869 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,072.34 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: C/O SAMUEL LANDES ESQ JANE L WELSH CHECK# 1112 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS $3,072.34 MARY C. LEWIS REGISTER OF WILLS ~ y-?-~/-~ \v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG I PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-U07 EX AFP (01-05) -./ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-10-2003 MARQUART 11-04-2001 21 01-1048 CUMBERLAND 101 RUBY J SAMUEL LANDES 525 N 12TH ST LEMOYNE Allount Rellitted PA 17043 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, sublllt the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-y-=i6oj-ix-AFP--foi-.:oii-------...--iNirEiIY-ANc'E-TAx--STATiMENf-OF-ACCOU"NT--.i.--------------------- ESTATE OF MARQUART RUBY J FILE NO. 21 01-1048 ACN 101 DATE 02-10-2003 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-06-2003 P R I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 19,072.34 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-22-2002 CDOO0774 842.11 16,000.00 11-21-2002 CDOO1869 39.87- 3,072.34 01-24-2003 REFUND .00 802.24- TOTAL TAX CREDIT 19,072.34 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 II 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 REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J /?-02/-Q ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESS"ENT OF TAX SAMUEL LANDES 525 N 12TH ST LEMOVNE DATE ESTATE OF DATE OF DEATH FILE NUMBER ~'UNTY. . ACN 01-13-2003 MARQUART 11-04-2001 21 01-1048 CUMBERLAND 101 *' REV-1547 EX AFP COI-03> RUBV J Allount Rellitted PA 17043 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 ~ RE-Y=is4"j-i3f-AFP--foi-:o31--NoY-ici-oF-.rtiiiiifiTANci-Y-Ai-jrpPRAisii'-ENT~--Aii-ciwANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MARQUART RUBV J FILE NO. 21 01-1048 ACN 101 DATE 01-13-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED I~ an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 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. "ortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/"isc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ll) (2) (3) (4) (5) (6) (7) 290,900.00 130,729.17 .00 .00 62,641.61 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/"isc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) llO) 59,285.52 1,155.55 llll ll2) ll3) (14) NOTE: .00 X 00 = 423,829.71 X 045= .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 484,270.78 60.441 07 423,829.71 .00 423,829.71 (19)= .00 19,072.34 .00 .00 19,072.34 TAX CREDITS: rAYMt.NI n:c"'c~rl (+J A"OUNT PAID DATE NU"BER INTEREST/PEN PAID (-) 01-22-2002 CDOO0774 842.11 16,000.00 11-21-2002 CDOO1869 39.87- 3,072.34 TOTAL TAX CREDIT 19,874.58 BALANCE OF TAX DUE 802.24CR INTEREST AND PEN. .00 TOTAL DUE 802.24CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.) . ~v (jZ~ STATUS REPORT UNDER RULE 6.12 RlAb'i :r. MCA.rllAA.T Y tJOVeMBE:P.. LOO\ Name of Decedent: Date of Death: Admin. No.: 2/-t>1....10Lf8 Will No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 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 ~resentative file a final account with the Court? Yes _ No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal ~resentative state an account informally to the parties in interest? Yes JCl No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this rep~ nn~ Date: 20 Oc..~ 2QJ ~... SIgnature r SA-fV\lA.E"L L.. ANOES Name 52.,5" IV. \ 2. ~ 5~(-e.t Le~'1 rJ-C P A \ '1 0 l11 Address 1\llb\ 53'1 Telephone No. Capacity: 0 Personal Representative ~ Counsel for personal representative R:.'J- ~~:J(; EX \(;i-!iiJI ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT lU :.::~Ul uO::':: wo..u ::1:00 uO:...J o..al 0.. <C I- Z W C W U W Cl DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) Marquart, Ruby J. /? - ~ 1- 06-" FILE NUMBER 2 1 _ 0 1 104 8 COUl'm' CODE NUMBER YEAR SOCIAL SECURITY NUMBER 202 - 20 - 4589 DATE OF DEATH (MM-DD-YEAR) 11/04/2001 DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCiAL SECURI1Y NUMBER 03/06/1926 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MiDDLE INITIAL) n/a ~ 1. Originai Return o 4. Limited Estate o 6. Decedent Died Teslate IMlatil cop, 01 Will) o 9, Liligation Proceeds Received o 2. Supplemental Return o 4a, FuMe Interesl Compromise (dat. of dea" after 12-12-82) o 7. Decedent Maintained a Living Trust (Allaer, copy oITrusl) o 10, Spousal Poverty Crecil (date of d.allt bchVll," 11-31-\!1 and 1-1-95) o 3, Remainder Relurn idalecfdaalhp,;orlo 12-13.82) o 5, Federal Estate Tax Return Required 8. Toial Number of Safe Deposit Boxes D 11. Election to iax under Sec. 9113(A) (Alf;,oh s~" 0) t- Z W C Z o 0.. Ul W 0: 0:: o U ::tH!$;$eCTiQN:Mp.s:"tlijE'CQMP:CijfJ:D::)AP;:GoijR~~W.otlil;lttNcg\~N~~~Q~ft!~NIJAI#;;rAX,.'I~f'J~RM;o\'TrQrf,$Bp,I)[Q, BE;DfRI;CTeO;TQ;.. NAME COMPLETE MAILING ADDRESS Samuel L. Andes FIRM NAME (IfAp?lioa~.) TELEPHONE NUMBER (717) 761-5361 t Real Estate (Schedule A) 2. Stocl<.s and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule Dl z o ~ ...J ::) l- ii: <( C) w a::: 5. Cash. Sank Deposils & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (iolallines 1-7) 525 North 12th Street La~oyne, PA 17043 (1) 290,900.00 (2) 130,729.17 (3) (4) (5) 62,641.61 (6) (7) (9) 59,285.52 (10) 1,155.55 --,- I ! OFFICIAL USE ONLY 9. Funeral Expenses & Administrative Costs (Schedule H) ',0. Debts of Decedent, Mortgage Liabmties, & Liens (Schedule I) 11. Total Deductions (tolal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Une 11) (8) 484,270.78 (11) 60,441.07 (12) 423.829.71 (13) 13. Charitable and Governmental Bequesl5lSec 9113 Trusts for wh,ch an election to lax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) (14) 15. Amount of Line 14 taxable at the spou5altaK rate, or transfers under See, 9116 (a)(1.2) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I- ::) Cl.. ~ o C) >< ~ 16. Amount of Line 14 taxable at lineal rate 423,829_71 x.o_ (15) x.o~ (16) 19,072.34 ........__ x .12 (17) x .15 (18) (19) 19,072.34 ......_._.m..~__ .+,.;~l>":.': "",."."t-:"i."';. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT . ..' :> '>~BESUR~iTb'ANSWER 'Ai.':"d\lE:!:itlbNS:ON'REvt:RSE"~IOE;'ANb~ECHEC~.MATH.<<. 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 1 9, Tax Due 20.0 . REV-1502EX'I'-97} SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ruby J. Marquart FILE NUMBER21 -01 -1 048 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts_ Real property which is jointly-owned with right of survivorshiD must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2-unit conversion apartment in former single family residence at 209 Herman Avenue, Borough of Lemoyne, Cumberland County Pennsylvania. Value based upon sale of property on 28 March 2002, confirmed by attached copy of settlement sheet $98,000.00 Single family residence at 205 Herman Avenue, Borough of Lemoyne, Cumberland County, Pennsylvania. Value based upon sale of property on 30 May 2002, confirmed by attached copy of settlement sheet $120,000.00 Detached duplex single family residence at 221 Second Street, Borough of Lemoyne, Cumberland County, Pennsylvania. Valued based upon the sale of the property on 28 October 2002, confirmed by attached copy of settlement sheet $72,900.00 TOTAL (Also enter on line 1, Recapitulation) $ $ 290,900.00 (If more space is needed, insert additional sheets of the same size) OMS NO 25Ul U:.lba . . . - ,r " A. , B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.DFmHA 3. ~CONV. UNINS. 4.DVA 5.DCONV. INS. 0. . 17. LOAN : SETTLEMENT STATEMENT 02096 17903142\1179031421 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual sel/1ement costs. Amounts paid to and by the sel/1ement agent are shown. Items marked "(POC)" were paid au/side the closing; they are shown here for informational purposes and are not included in the /otals. 10 3/98 (02096102096/24) D. NAME AND ADDRESS OF BORROWER: E. NAMI:: AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Leonard E. Neidig The Estate of Ruby J. Marquart Chase Manhattan Mortgage Corp. 100 Granite Drive Media, PA 19063 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1878915 I. SETTLEMENT DATE: 209 Herman Avenue Keystone Land Transfer, Ltd. Lemoyne, PA 17043 March 28, 2002 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 3421 Market Street Camp Hill, PA 17011 J. Ut T IIUN K. VI ,IIUN 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Pnce ~tl,uuu.uu 401. Contract Sales Pnce 98,000.00 lUZ. t-'ersonal t-'roperty 40Z. t-'ersonal Property 103. Settlement Charges to I:lorrower (Line 1400) j.rz~.69 403. 104. 404. 105. 405. AdjUS(men/s For Items Paid By Seller In advance AdjUs/ments For Items Paid By Seller In advance 100. LltyfTown Taxes to 400. L1tyfTown Taxes -to 107. County Taxes to uZ.tlU 407. County I axes to UItUI/UJ 272.80 lOti. SChool I ax to VI'VI/V,," 261.66 408. School I ax to VI/V I/V,," Zol.66 109. Trash to U't'U IIUL j.UZ 4U~. I rash to U't'U IIUL 3.02 11U. 41U. 111. 411. llZ. 412. 120. GROSS AMOUNT DUE FROM BORROWER 102,267.17 420. GROSS AMOUNT DUE TO SELLER 98,537.48 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. ueposlt or earnest money Z,UlJU.OO 501. Excess Deposit (See InstruclfonsT ZlJZ. t-'nnclpal Amount 01 New Loan(s) (O,UUlJ.UU 50Z. selllement Charges to Seller (Line 1400) 7,598.o4j 203. EXlsllng loan(s) taken subject to 503. EXisting loan(s) taken subjecTTo ZU4. tJlJ4. t-'ayoff of first Mortgage ZUtJ. DUO. t ayolI 01 second Mortgage ZUO. 506. Z07. 507. (Deposit disb. as proceeds) 208. 508. 209. tJO!:l. AdjUstments ror Items Unpaid By Seller AdjUstments ror Items ThpalcJ1JV~eller 210. CityfTown Taxes to 510. Cityll own I axes 10 :11. County Taxes to 511. county Taxes to :12. SchOol I ax to 512. school Tax to 21j. 513. 214. 514. L1tJ. 515. :16. 516. '1(. tJ1(. Zltl. tJl ti. 2l!:!. 519. 220. TOTAL PAID BY/FOR BORROWER 78,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 7,598.54 jUU. l;ASH A r SE r T : 6UO. SEt ....., SFI FR: 301. Gross Amount Due From Borrower (Line 120) 102,267.17 601. Gross Amount Due o Seller (Line 420) 98,537.48 jU2. Less Amount Paid l:lylFor Borrower (Line 220) \ (8,000.00 I 602. Less Keduclions Due Seller (Line -s2Uf 7,598.04, 303. CASH ( X FROM) ( TO) BORROWER 24,267.17 603. CASH ( X TO) ( FROM) SELLER 90,938.94 The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any allachments referred to herein. I ./ ./ -~ A #, ~ I ( '^ {,' L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ 98,000.00 @ 6.0000 % 5,880.00 PAID FROM PAID FROM vlVls/on or (;ommlss/on (Ime IUU) as rOlloWs: BORROWER'S SELLER'S (Ul. ~ o,tltlU.UU 10 KelMax KeallY ASSOClales, mc, FUNDS AT FUNDS AT (UL.;JI 10 SETTLEMENT SETTLEMENT (UJ. \,;ommlSSlon t-'ala al tiettlemem o,oou.uu (U4. I ransaclIon ree 10 KellVlax Keany ASSOCiateS, mc. L(O.UU ILO.UU BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN tlU1. Loan ungmauon t-ee U.UUUU ulo 10 tlU2. LoanUiscount "10 to I1UJ. Appraisal ree 10 \...emral t-'enn APpr. ~LOU t-'U\... L(O.UU OU4. \...reoll Kepon to I ne \,;reOlt NelworK ;JIOUt"'VL ',}O.OU I1UO. Lenaer s mspeclIon ree 10 OUO. Mortgage Ins. App. t-ee 10 OU/. ASSUmption t-ee 10 I1UI1. I ax tiervlce ree 10 \...VMI O~.UU OU1:1. uocument t-'reparallon to \,;tlase Mantlallan Mortgage \...orp. lbo.UU 111U. t-Iooa \...en 10 uuanlrlx, LL\... 111.UU 1111. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 03/28/02 to 04/01/02 @ $ 14.320000/day ( 4 days %) 57.28 I1:1UL. Mongage Insurance t"'remlumlOr monUlS 10 1903. Hazard Insurance Prenllum tor' 1,0 years to 1.00b I~U4. I!:lU5. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 3.000 months @ $ 20.08 per month 60.24 1 UUL Mortgage Insurance monlt1s ~ per momtl 1003. CilylTown Taxes months $ per month 1UU4. \,;ounty I axes 3,000 months :ti 2!:l.l4 per month tl9.22 1 UUO. tiCtlOOI I ax 1U.UUU monlt1s :t> I1J,(tl per monlll tlJ( .tlU lUUO. monl/lS ;JI per monl/l 1UU(. months :t> per monlll 1OUI1. Aggregate AaJustmem monllls :t> per 1ll0nlll -24~.1 U 1100. TITLE CHARGES 1101. Setllement or Closing Fee to 1102. Abstract or Tille Search to 11U3. Tille Examination to 11U4. IIl1e Insurance Binder to 1105. Uocument Preparation to Ke/Max Keally ASSOCiates, Inc. 1 UU.Ul llUb. Notary t-ees to GASH 12.UU 12.Ul 11 U (. AlIorney s t-ees to (lnclUaes aoove /Cem numoers: ) 11 Utl. IllIe Insurance to Keystone Lana I ransier, Lla. POliCY""'" .. 9!:loOfb (includes above item numbersEndorsements 100, 3UU, 8.1 ) 'I'IU~. Lenders\...overage ~ (O,UUU.UU 1110. Uwner s Loverage ;JI 1:10,UUU.UU 1111. \...Ioslng t-'rOleClIon Leller 10 KeyslOne Land I ransrer, Lid. ,}O.UU 1112. uvernlgtll 10 r-eYSlOne Lana I ransIer, LlO. 'I4.UU II I,). I ax Kecelpls 10 KeyslOne Lano I ranSIer, LId. 4.UI n 14. LUUL \...OUIllY"WP lax 10 ,...alln A. NIcola ,}OO.O: 1110. 1110. 111 (. 111tl. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 25.50; Mortgage $ 59.50; Releases $ 85.00 1 2U2. \...IlYI\...oumy I aX(tilamps:ueea 1:1ou.uu; IVlongage ~I1U.UU 12UJ. State I ax(Stamps: Kevenue Stamps 980.00; Mortgage !:ltlU.UI 12U4. 12UO, 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. PestmspeclIon to All Amencan I ennile &: Pest 40.UU 1 JUJ. t-lIlal Sewer - 1 U/15 . 3/28 to Lemoyne Borough 14U.O 1304. l::1Uo. 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 3.729.69 7,598.5 By signing page 1 otthis slalemenl. Ihe signalories acknowledge receipl 01 a compleled copy 01 page 2 of this two pagi12A/G /f!:/ ~ J dL Keystone Land TranSfer, Lid. , ' A. u.s. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT Abstract Land Associates, Inc. 3912 Market Street B. -~-~--TYPE-OF Lo~R; App~_ved OM~_~_ 25~~~ ~:r:-= FHA 2. ~ FMHA . 3. X CONV. UNTNS-:----- 4. ~ VA 5. ,- CONV. INS. '6. ESCROW FILE NUMBER: -~---.., -;7'L6ANNUMBE~-' 00014767-001 JLP 7078167595 Camp Hill, PA 17011 (717) 763-1450 FINAL 8. MORTGAGE INSURANCE CASE NUMBER: ------------------.------ -----~~-----_. C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are show-;;-~----.-- Items marked "(P. O. c.r were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D.~NAME OF BORROWER:-'- -Doug lasT Mffler-andrracle'C Miller - -----~-~-- ADDRESS OF BORROWER: 905 Bosler Avenue Apartment "D" Lemoyne, PA 17043 E NAME OF SELLER: John C. Marquart and Jane L. Welsh ADDRESS OF SELLER: ADDRESS OF LENDER: Merrill Lynch Credit Corporation 2001 Bishops Gate Blvd Mount La~.m~I, ~J 08054 205 Herman Avenue Lemoyne, PA 17043 Cumberland County 12-21-0265-410 F NAME OF LENDER: G. PROPERTY LOCATION: H. SETTLEMENT AGENT: Abstract Land Associates, Inc. PLACE OF SETTLEMENT: 3912 Market Street, Camp Hill, PA 17011 I. SETTLEMENT DATE: 5/30/2002 " , PRORATiON DAT~E:------st3(j72002------ ------- - -- - ------ ---------------- - __on ___ "_ J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. 'GROSS'AllQI,!.PIJ~fR._qQAA~' ":'VBJ::aVN;t':!::;\l!'::j~'r-':~-""'----IiI""-"~',~''', 101. Contract Sales Price 120.000.00 401. Contract Sales Price ~O~-P3rsonal Pr:>pertY---~------"-- ------ '402 Personal Property 163~ -S-etuement charges to Borrower (line 1400) -~,---------- 3,644.83 403. -.-..--....--..- 104. 40~ 105. -- ------------- ; 405. ~., p~ 120,000.00 ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 106. CityfTown Taxes 107. County Taxes 108. Assessments ---'- -... _. --~- 109. School Tax 110. Trash 111. Radon Mitigation --------------'-------- 112. 113. 114. 115. 120. GROSS AMOUNT DUE FROM BORROWER: 2~,f.11l _.D 201. Deposit or earnest money 202~Pnncipal amount of new loan(s) 2()3:-Existing loan(s) taken subject to 204.Cre<:jjt for Points Paid 205. 206. 201-:- 2()8.'~" 2d9:-~~--- 05/30/02 to 12/31/02 ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 406. CityfTown Taxes -- 244.06 ! 407. County Taxes 05/30/02 to 12/31/02 ! 408. Assessments 97.75 ; 409. School Tax 11.33 i 410. Trash 250.00 ! 411. Radon Mitigation 412. ,413. 414. 415. 244.06 05/30/02 to 05/30/02 to 06130/02 06/30/02 05/30/02 05/30/02 to to 06/30/02 06/30/02 97.75 11.33 250.00 124,247.97'T42Q.-'GROSS AMOUNT DUETO SeLLER: 120,603.14 ~;1. Excess deposit (see instruction:;-jI!~j:i;'t:ri'X;'~Z[j;;:aiill 90.000.00 : 502. Settlement charges to Seller (line 1400) --"8;962'.0: ~-'---'- 503. Existing loan(s) taken subject to 000.00 504. Payoff of first mortgage loan ! 505. Payoff of seoond mortgage loan : 506. 507. 508. 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. CityfTown Taxes --~--'-'------'_._.._--- --~--_.__._-_. ----------- 211. County Taxes 212. Assessments ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 510. CityfTown Taxes 511. County Taxes 512. Assessments 213. 214. 215. 216. 217. 218. 219. 220. TOTAL PAID BY/FOR BORROWER 513. 514. 515. 516. 517. 51& 519. 520. TOTAL REDUCTIONS IN AMOUNT DUE SELLER: 8,962.65 92,100.00 301. Gross amount due from Borrower ( line 120) 302. Less amount paid by/for Borrower ( line 220) 303. CASH ( ~ FROM) ( CJ TO) BORROWER: 124,247.97 601. Gross amount due to Seller (line 420) 92,100.00 602. Less reduction in amount due Seller (line 520) 32.147.97 . 603. CASH ( LJ FROM) ( ,]g TO) SELLER 120.603.14 8,962.65 111,640.49 . . L. SETTLEMENT CHARGES i ESCROW FILE NUMBER: 00014767-001 JLP BASED ON PRICE$ 120,000.00 @ DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: 701. S 3,625.00 to Remal< Realty Associates 702.~$ 3,575.00 to ERA-NRT, Inc. 703. Commission paid at settJement 7,200.00 704-:-~--~-'-~-'-'-----~--'~-- ----.---~..- 8Oo<.~~~~--.'--___11~~~~~ '_IVD"D__~Jit'~"''t'Bii!'~--- 801. Loan Origination Fee % 81J2.Toan Discount Fee.------.~ .-.~~-.------- 803~ Appraisal Fee to: ----- tOSTARS- - (S250~OPOC~ -~--- 804. cCedilffeport to:~ iQ-.FN-MACBC.----- .. n~_ -----.. -- -- --- 805. Lenders Inspection Fee 806. Mortgage Insurance Application Fee to: 807. Assumption Fee 6.000%- 7,200.00 PAID FROM BORROWER'S FUNDS AT SETTLEMENT PAID FROM SELLER'S FUNDS AT SETTLEMENT -------56:00-----~-- --- --- -25~5O---- .. ---- 1109. 1110. 1111. 1112~ 1113.- 1 1201. Recording Fees: Deed S 1202. City/County taxlstamps 1203. State taxlstamps 1204. 1'2os.--'-' ~ 1301. Survey I 1'302. Pest Inspection to Penn Pest, Inc. ($35.00 P.O.C.) 1303.-Home Warranty to American Home Shield I' 385.00 1304. Sewer (1/15 - 5/30) to Lemoyne Bora Office ---~.65 1305. Transaction Fee to ERA.NRT, Inc. -~--- I 10TI]Rrr----------- 1306. TransaCtion Fee to REMAX Realty Associates i ----- ----.125.00 1307:-Wire-Fee to Abstract Land Associates. Inc. ! ---ro.oo~--- 140~:-::!OT AL SETTLEMENT CHARGES (Enter on line 103,Section J - and - line 502. Section K) 3,&W':a3'-- -- - -8-:962.65 I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and Disbursements made on m unt or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. ~iIIer JO~~:rqU1 V-~. POft tpL.JOfuv :J[ Welsh fY'Ci,~ eoe. :0.'< SCl\lice ~Je to F:"s. .~roq..j""'a" T;:!'( ~f'rvjrl? 809 Flood Cert Fee to STARS 810 Document Prep Fee to Merrill Lynch Credit Corporation 811 Underwriting Fee to Merrill Lynch Credit Corporation 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE: 901. interest From 05)30102 to' 05/31/02@'-- S17:937da;" 902. ~~ortgage Insurance Premium fa' rA01th(ol t: 903. Hazard Insurance Premium for Years(s) to 904. 905. 1 ClOD. RESERVESDEl"oS~Wfl't!.!-ENDe~,<:'. 1001. Hazard Insurance months@S 29.83 1002. Mortgage-In-s-urance- months-@$ - --------- 1003. City Praperty Taxes months @-S-' 1004. Count}' PropertY Ta-xes 4---monih-s@r3j-:75~ 1005. A;'~riuai AssessmeniS-----monlhs@-S-- 1006. School ---n--~---;r-----mo-nths @rs' 95-:-19-- 1007. - ----- m()-nthS@$ 1068. AggregateACCI.Ar-'--months@ $ 11QQ;;:". 1101. Settlement or closing fee fio;C Abstract or title search 1103. title examination 1104. Title insurance binder 1105.' Document preparation 110iCNotarY fees -- 111J7. Attomey"S Fees (includes above Items numbers: 1108. -titlelrlsuraiice- to Abstract Land Associates, Inc. (includes'above items numbers: Lenders coverage: $ 90,000.00 Owners coverage-' $ 120,000.00 Endorsements 100-300-8.1 to Abstract Land ASsociates, Inc. Ovemight Delivery Fee to Abstract Land Associates, Inc. Insured Closing Letter to Guarantee Title & Trust 85.00 19.50 150.00 25000 %( -aaysr~ 35.86 per mon -- - -per- month---.-~-------- .- -~-------- --per-morith--~--- ---per mon~------~ -~--- ---pe,-monih------- m____~_ n"per-~-'- per month per month 135.00 . 383.16 . -129.43--- to SettJement Officer '--r--- 20.00 ' 5.00 958.75 : 150.00 ._~~---~==_1S.00 35.00 25.50 Mortgage S 51.50 Release S Deed S 1,200.00 Mortgage S Deed S 1,200.00 Mortgage $ 77.00 1,200.00 1,200.00 Sellers I have caused or will cause the funds to be Date WARNING: It is a crime to knowingly make false st e nts to the United States on this or any similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Gode Section 1001 and Section 1010. * 0led- tSc;lAe.d ~y' $\~-OO Cl. \- s e.. t+.1e... yY') U\ +- OMB NO 2502-0265 A. B. TYPE OF LOAN U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1. XX FHA 2. FmHA 3. CONV. UNINS. 4. VA 5. CONV. INS. SETTLEMENT STATEMENT 6. FILE NUMBER MEH . 2002 17. LOAN NUMBER ~~ (- .'- (.", (\;.:' () l~ j 8. MORTGAGE INS. CASE NUMBER -'-'''I - '7 DLf:.- "3 ('j C. NOTE: This form is furnished to give you a statement of actuat sefflement costs. Amounts paid to and by the settlement agent are shown. Items marked "(P.O. C.)" were paid outside the closing: they are shown here for informational purposes onlu and are not included in the totats. D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Michele Haller Estate of Ruby J. Marquart Cardinal Financial Company 917 N. 2nd 5t 355 East Street Road Harrisburg,PA 17102 Trevose PA 19053 G: PROPERTY LOCATION H: SETTLEMENT AGENT I: SETTLEMENT DATE: 221 Second St David Haller,Esq. Lemoyne, PA 17043 PLACE OF SETTLEMENT 800 Corporate Cr, Suite 104 Harrisburg, PA 17110 10/28/02 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 $72,900.00 401 Contract Sales Price $72,900.00 102 Personal Property 402 Personal Property - 103 Settlement Charges to Borrower 1 %I.ltt 403 104 404 105 405 Adjustments for Items paid by Seller In advance Adjustments for Items paid by Seller In advance 106 City / Town Taxes from 10/28/02 to 2/28/03 113.51 406 City /Town Taxes from 10/28/02 to 2/28/03 113.51 107 County Taxes from to 407 County Taxes from to - 108 School Taxes from 10/28/02 to 6/30/03 326.87 408 School Taxes from 10/28/02 to 6/30/03 326.87 109 Sewer from 10/28/02 to 12/31/02 24.02 409 Sewer from 10/28/02 to 12/31/02 24.02 110 410 111 411 112 412 120 GROSS AMOUNT DUE FROM BORROWER: $ 75,'$#'JO 420 GROSS AMOUNT DUE TO SELLER: $73,364.41 200 AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500 REDUCTIONS IN AMOUNT DUE TO SELLER: 201 Deposit or earnest money 1,000.00 501 Excess Deposit (see Instructions) 202 Principal amount of New Loan(s) 72,327.00 502 Settlement Charaes to Seller: (line 1400) 7,618.00 203 Existing loan(s) taken subject to 503 Existing loans taken subject to - 204 504 Payoff of first Mortgage to: 205 505 Payoff of second Mortgage to: 206 506 207 507 208 508 209 509 Adjustments for Items Unpaid by Seller: Adjustments for Items Unpaid by Seller: 210 City / Town Taxes from to 510 City/Town Taxes from to - 211 County Taxes from to 511 County Taxes from to - 212 School Taxes from to 512 School Taxes from to - 213 513 214 514 215 515 216 516 217 517 218 518 219 519 220 TOTAL PAID BYIFOR BORROWER $73,327.00 520 TOTAL REDUCTION IN AMOUNT DUE SELLER $ 7,618.00 300 CASH AT SETTLEMENT FROMITO BORROWER: 600 CASH AT SETTLEMENT TO/FROM SELLER: 301 Gross Amount due from Borrower (Line 120) 75."3~st. 601 Gross Amount Due toSeller (Line 420) 73,364.41 302 Less Amount Paid By/For Borrower (Line 220) 73,327.00 602 less Reductions Due Seller (line 520) 7,618.00 303 CASH ( FROM) ( TO) BORROWER $ ;/',(Jf!'J.o!i. 603 CASH ( TO) ( FROM) SELLER $65,746.41 The undersigned hereby acknowledges receipt of a completed copy of pages 1 & 2 of this statement & any attachments referred to herein Borrower: JJ~ \.S) ~\ ~ ~ Seller:.:..... .str1. k o{-.t/.IZtI:.V R.\-C'!:xf :J. .A-ki 1'1./ l ((1,- f- I::>i 't"y",L -J-- Gu..lL.L0-- I. SETTLEMENT CHARGES 700 TOTAL COMMISSION BASED ON PRICE $ 72,900.00 all 6% PAID FROM PAID FROM Division of Commission (line 700) as follows BORROWERS SELLERS 701 $ 2,212.00 to RElMAX Realtv Associates FUNDS AT FUNDS AT 702 $ 2,162.00 to RElMAXA-1 SETTLEMENT SETTLEMENT 703 Commission Paid at Settlement - 4,374.00 704 Transaction Fee to RElMAX Realty Associates 125.00 125.00 800 ITEMS PAYABLE IN CONNECTION WITH LOAN 801 Loan Origination Fee 0% to 802 Loan Discount 0% to 803 Appraisal Fee to Hennigan / Consumer 350.00 804 Credit Report to CBF / Consumer 50.00 805 Lender's Inspection Fee to 806 Mortgage Ins. App. Fee to 807 Assumption Fee to 808 Broker Compensation Fee to Consumer Mtg Srvcs {P.O. C.) 2,513.36 809 Administrative Fee to Cardinal (P.O.C.) 534.00 810 811 900 ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901 Interest from 10/28/02 to 10/31/2002 all 12.88 per day 51.52 902 Mortgage Insurance Premium for 12 months to Financed 1,068.69 903 Hazard Insurance Premium for 1 years to (P.O.C.) 904 905 1000 RESERVES DEPOSITED WITH LENDER 1001 Hazard Insurance 3 19.00 per 57.00 1002 Mortgage Insurance 29.54 per - 1003 City !Town Taxes 9 28.38 per 255.42 1004 County Taxes per - 1005 School Taxes 5 82.48 per 412.40 1006 per - 1007 per - 1008 Aggregate Adjustment (303.49) 1100 TITLE CHARGES 1101 Settlement or Closing Fee to David Haller, Esq. 100.00 1102 Abstract or Title Fee to 1103 Title Examination to 1104 Title Insurance Binder to 1105 Document Preparation to 1106 Notary Fees to Sam S. Lindenberg 6.00 6.00 1107 Attorney's Fees to David Haller, Esq. 150.00 (includes above items Numbers ) 1108 Title Insurance to A-1 Abstract / David Haller 696.75 (includes above items Numbers 1103, 1104, 1109, 1110, ) 1109 Lender's Coverage $ 73,000.00 to 1110 Owner's Coverage $ 73,000.00 to 1111 Endorsements 100, 300, 8.1 to 150.00 1112 Closing Protection Letter to A-1 Abstract 35.00 1113 Overnight (Payoffs/Package) to 1114 Tax Receipts to 1115 E-mail fee to Cardinal {P.O. C.) 50.00 1116 Flood Certification to 30.00 1117 1118 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES 1201 Recording Fees Deed $ 29.50 Mortgage $ 29.50 Releases 58.00 1202 City/County Tax/Stamps: Deed Mortgage 729.00 1203 State Tax/Stamps: Deed 729.00 1204 Assignment (P.O. C.) 25.00 1205 1300 ADDITIONAL SETTLEMENT CHARGES 1301 Survey 1302 Pest Inspection 35.00 1303 Home Inspection 275.00 1304 Seller Assist (1,800.00) 1,800.00 1305 Sewer to Lemoyne Borough 34.00 1400 TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) $ 1,981.29 $ 7,618.00 By signing page 1 of this statement, the signatories acknowledge receipt of a completed copy of page 2 of this two page statemenl ,//;'--'} ./~} />; ~ ~-- . _--* "'....." /' /rC"'a./. . r~ ._r'Settlement Agent "",~u."., '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OE Ruby J. Marquart SCHEDULE 8 STOCKS & BONDS 2 f!~f~ All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. VALUE AT DATE OF DEATH Various stocks and bonds held in account with Solomon Smith Barney. The attached letter lists and describes the stocks and bonds within that account and certifies their value on the date of death. The total values for those assets are: Total value of stocks in Solomon Smith Barney on date of death Total value of bonds in Solomon Smith Barney on date of death $52,687.61 $47,210.25 Money market and mutual funds held in an account with Edward Jones Investments. Attached hereto is a letter described the assets and certifying their value on the date of death as follows: Money market funds within account $4,088.60 Deposit note with Bank of Hapoalin $24,925.00 67 shares of MetLife stock (see valuation letter from Frank R. Baker attached) $1,817.81 TOTAL (Also enter on line 2, Recapitulation) $ 1 30, 7 29. 1 7 (If more space is needed, insert additional sheets of the same size) /' SALOMON SMITH BARNEY 717-780-1700 . 800-237-1700 A memberof Cltlqroup""" December 5, 2001 Samuel L. Andes, Esquire 525 North Twelfth Street P.O. Box 168 Lemoyne P A 17043 RE: Estate of Ruby J. Marquart, Deceased Date of Death: November 4,2001 SS #: 202-20-4589 Dear Attorney Andes; In response to your letter dated November 27,2001 I have answers to your questions on that before-mentioned letter. 1. The name and account number of any assets or account she held with your institution on the date of her death. Ruby J. Marquart Account #724-02231-1-0-240 ANSWER: 2. The value of such assets or accounts on the date of her death. ANSWER: See Attached list 3. The name or names of any co-owners of such assets or accounts. ANSWER: None 4. The date the account was opened or, if it is a joint account held with any other party, the date the account first became a joint account. ANSWER: Account was opened on May 22, 2000. This was an individual account only. SALOMON SMITH BARNEY INC. 11 North 3rd Street, 2nd Floor, Harrisburg, PA 17101-1702 FAX 717-233-2090 . ' Page 2 If you need anything further on this, please feel free to call me. Sincerely, (' \\\\)j~~~ ~ .~e\\ Marilyn R. Loy Sales Assistant to Norman L. La Porte Senior Vice President - Investments Senior Portfolio Management Director Enclosures PRICES AS OF 11/4/01 SYMBOL DESCRIPTION QUANTITY PRICE VALUE FLEX FLEXTONICS INTL L TD USD 70 21.99 1539.30 ABT ABBOTT LABORATORIES 30 53.80 1614.00 AIG AMER INTERNATIONAL 40 82.00 3280.00 CSCO CISCO SYS INC. 115 17.90 2058.50 C CITIGROUP INC. 108 47.27 5105.16 XOM EXXON MOBILE CORP. 75 39.39 2954.25 FNM FEDERAL NAT'L MORTGAGE 15 83.18 1247.70 GE GENERAL ELECTRIC CO. 150 38.77 5815.50 HD HOME DEPOT INC. 55 41.55 2285.25 INTC INTEL CORP. 95 26.96 2561.20 IBM INTL BUSINESS MACHINES 25 109.97 2749.25 JNJ JOHNSON & JOHNSON 30 58.48 1754.40 MSFT MICROSOFT CORP. 30 63.27 1898.10 PFE PFIZER INC. 80 41.96 3356.80 PG PROCTER & GAMBLE CO. 20 76.93 1538.60 SLB SCHLUMBERGER L TD 40 47.34 1893.60 TYC TYCO INTERNATIONAL 30 52.06 1561.80 WMT W AL-MART STORES, INC. 60 53.90 3234.00 WFC WELLS FARGO & CO. NEW 70 40.88 2861.60 WSF WELLS FARGO CAPITAL 60 25.16 1509.60 WCOM WORLD COM INC. 140 13.35 1869.00 $52,687.61 BONDS 5049602 AMERICAN GEN FIN 5,000 108.226 5411.30 02635KBZ60BO 7.25% 5/15/2005 5183667 FIRST UNION NATIONAL 5,000 107.916 5395.80 33738XAA50BO 7.125% 10/15/2006 5084501 FORD MOTOR CREDIT 5,000 102.126 5106.30 345397SM60BO 7.375% 10/28/2009 5136242 GENERAL MTS ACCEP 5,000 102.832 5141.60 370425TR90RO 6.75% 01/15/2006 5089176 HOUSEHOLD FINANCE 5,000 110.871 5543.55 441812GK40RO 7.875% 3/1/2007 5137603 LEHMAN BROTHERS 5,000 105.058 5252.90 524908CVOORO 7.00% 2/1/2008 Page 2 5349688 MCI COMMUNICATION 5,000 101.926 5096.30 552673A V70BO 6.95% 8/15/2006 5138794 SALOMON SMITH BARNEY 5,000 103.964 5198.20 79549BGP60RO 6.50% 2/15/2008 5124698 WORLDCOM INC SR N 5,000 101.286 5064.30 98155KAH50BO 6.40% 8/15/2005 $47,210.25 Edward Jones 1300 Market Street Lemoyne, PA 17043 (717) 731-5432 Sean Ferguson Investment Representative EdwardJones November 28, 2001 Samuel LAndes 525 N 12th St PO Box 168 Lemoyne, PA 17043 Iiea.t' Mr Andes: We received your letter today regarding Ruby J Marquart and here is the information you requested: 1. Name and account number - Ruby J Marquart, 89606616 2. Value of assets on date of death: Money Market funds - $4088.60 Bank Hapoalin deposit note - $24925.00 3. No co-owners listed on the account 4. The account was opened on 7-26-99 If you need any other information from us, please do not hesitate to contact our office. Please let us know where the funds are to be moved to to finish processing the estate. Thank you, ~ Terri Jackson Branch Office Administrator ~ '; ') Hf { \' r::ir i /\t"b ~?f r~"4~{ ~O~ ( ';r\ k Frank R. Baker 146 Springhouse Lane Spring Grove, P A 17362 Phone: 717/225-5450 Fax: 717/225-0494 e-mail: frankr.baker@suscom.net September 12, 2002 Samuel LAndes Attorney At Law 525 North Twelfth Street P.O. Box 168 Lemoyne, PA 17043 Here is the information you requested concerning the values of the stocks owned by Ruby 1. Marquart as of Sunday, November 4,2001. Eauities *MetLife MET Hi2h 27.50 Low 26.75 A vera2e 27.13 Shares 67 Value 1,817.71 Total: 1,817.71 *Value of Met Life is based on the market prices on Friday, November 2,2001. If you have any questions, please call me at 717-225-2540 Sincerely, {;k~13.L Frank R. Baker . ' REV-1508 EX. (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ruby J. Marquart FILE NUMBER 21 -01 -1 048 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Individual retirement annuity contract No. 073443 394 AB with Metropolitan Life Insurance Company (see letter attached to certify value on date of death) $19,182.77 The following accounts and certificates of deposit with Belco Community Credit Union (see letter attached): Savings Account Savings Club Account (JlWhatever Club") Checking Account Money Market Account Certificate of Deposit # 1 9464 Certificate of Deposit #21543 $391.31 $175.18 $4,162.75 $1,720.64 $4,500.68 $19,075.15 Money Market checking account No. 0057745315 with Allfirst Bank (see letter attached) $8,716.46 1989 Buick Electra station wagon Serial No.1 G4BV8Y6KA400120 (see appraisal letter attached) $500.00 Various cash refunds received after death but accrued as of date of death: Travelers Insurance (cancellation of auto insurance) 2001 Federal income tax refund 2001 State income tax refund Mutual Hall Insurance (refund for property at 209 Herman Avenue Travelers Insurance (refund for property at 205 Herman Avenue Verizon (telephone phone bill refund) $132.00 $1,744.00 $11 5.00 $731.00 $19.00 $10.67 Miscellaneous items of tangible personal property including household furnishings, clothing, and similar personal effects: A. Proceeds of sale of some items B. Remaining items not sold $965.00 $500.00 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 62,641. 61 Metropolitan Lite Insurance Company MelLite Customer Service Center - Tulsa 12902 East 51 st Street, PO Box 22069 Tulsa, OK 74121-2069 MetLife ESTATE OF RUBY J MARQUART C/O JANE WELSH 937 HUMMEL AVE LEMOYNE PA 17043 RE INDIVIDUAL RETIREMENT ANNUITY CONTRACT 073 443 394 AS Dear Ms. Welsh, I am writing to provide you with important information regarding the above contract. This is to inform you that the value of the contract as of the date of death, November 4, 2001, was $19,182.77. If you have any questions, please feel free to call our toll-free number at 1-800-638- 7732. One of our Customer Service Consultants will be happy to assist you. Sincerely 7~ "71~ Theresa Hornsby, Manager Annuity Death Claim Unit Annuity Administrative Operations January 4, 2002 ,,- BE1m Community Credit Unioll .L.- Committed to Quality Service 1. ,.J ,"-".' 2. Account number: 1J.l,.[2)CfO trTl 3. Balance as of date of death' ",!:l,D I $ Lb. .;;('S $.;II~ IS $ $ $ 3;r~17;) Balance Regular Savings: Christmas Club: Whatver Club: Checking: Money Market: $ -=S1 ['J.~ ~1~~~ Certificates: Balance $L~~ ~I .. $ $ $ 4. Date the account was initiated: 5. Name(s) in which Safe Deposit Box was held: 6. Date the box was initially rented: 7. Branch address at which the box is located: 8. Loan Information: A. Unsecured Loans: B. Secured Loans: C. Mortgage Loans: Accrued Dividends $ Cl,i9 ~9~ i : & Accrued Dividends Certficate Number IqtJlo~ ~SLl Balance Accrued Interest Per Diem Int $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ BElCO COMMUNITY CREDIT UNION MAIN OFFICE 403 N. 2nd Street · P.O. Box 82 · Harrisburg, PA 17108 . (717) 23-BELCO Web Site: www.belco.org ~....."..__.,._""...~ ~~ .u,<;o._......"'~, U allflrst Samuel L. Andes Attorney At Law 525 North Twelfth Street PO Box 168 Lemoyne, P A 17043 Re: Estate of Rubv J Marquart Social Security: 202-20-4589 Date of Death: November 4.2001 Dear Sir or Madam: /' Allfirst Financial Center N.A. PO, Box 900 Millsboro, DE 19966 Phone (302) 934-2909 Fax (302) 934-2955 November 30, 2001 Per your inquiry on November 27,2001, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Money Market Checking Account Number 0057745315 Ownership (Names of) Ruby] Marquart, TIA Marquart Apartments Opening Date 08128/64 Balance on Date of Death $8,716.07 Accrued Interest $ ,39 Total $8,716.46 2. Type of Account Home Equity Line Account Number 160851560001 Ownership (Names of) Ralph E Marquart, Pri-borrow Ruby] Marquart, Co-borrow 03/05/93 Opening Date Balance on Date of Death $0.00 This letter does not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement. For further account information, closures and/or reimbursement of funds refer to below branch: HEADQUARTERS COMPLEX OFFICE 213 MARKET STREET HARRISBURG, PA 17105 Sue Kllnble Assistant I Cis Services, (302) 934-2909 'II! ~ IIS1c8>1 r:>ONTIAC. laUICK limazca11HYUnDA11 FREYSINGER PONTIAC, GMC, BUICK, MAZDA, HYUNDAI, INC. 6251 CARLISLE PIKE / MECHANICSBURG, PA 17055 . TEL. 717.766.8422 I J - I 3 -0 ( It\< 1 \ . ("I . pi f 1.- ,. ~ .: ')' f'r '.\) ("C' . V ',- .>..J '-- . cJ~1h-'Z- l q fS '; 8,- \C\C ~ i I S 1-.- + ' \ ~. ':~_ r I c- ( .# (.". Ll, Q V <-< 'y' (K' A 4c 0 I 20 C ' e c t-n:- O} G- 10..... '-""-"-:)';..' '" ~.~ \ .. \ U l) U " IS It':Joa_ "Ttt.:>~ W F~7 S'0..d V P :/LU"1o- , REV-1511 EX+ (12-99) _ ~'J':':'~". '. n: . '.;'~ \.- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Ruby J. Marquart FILE NU!>1I;lE8 21 -01 -1 048 Debts of decedent must be ~eported on Schedule I ITEM NUMBER A. DESCRIPTION AMOUNT $3,940.00 $100.00 1. FUNERAL EXPENSES' MusseTman Funeral Home First Christian Church - funeral luncheon B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: Samuel L. Andes $12,000.00 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills $399.00 5. Accountant's Fees Carey Associates (for two years) $270.00 6. Tax Return Preparer's Fees 7. Estate Advertising: The Sentinel Cumberland Law Journal Patriot News - advertising for sale of personal property Clauser Real Estate Appraisals (advisory appraisals for sale of real estate) PA Dept. of Vital Records (additional death certificates) Costs incurred for sale of real estate (SEE Schedule 1 attached) Frank R. Baker (stock valuation) $84.11 $ 7 5.00 $28.00 $1 ,000.00 $12.00 $41,317.41 $60.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space IS needed, insert additional sheets of the same size) 59,285.52 SCHEDULE H Schedule 1 Costs of Sale of Real Estate 1. Real estate commissions 6 percent commission on sale of 209 Herman Avenue 6 percent commission on sale of 205 Herman Avenue 6 percent commission, plus $125.00 transaction fee, on sale of 221 South Second Street 2. Costs paid at settlement: A. Misc. settlement costs, all listed on settlement sheet, a copy of which is attached hereto, paid at sale of 209 Herman Avenue including realty transfer tax, document preparation and notary fees, real estate taxes and the like LESS tax and trash service prorations due to estate at time of sale B. Misc. settlement costs, all listed on settlement sheet, a copy of which is attached hereto, paid at sale of 205 Herman Avenue including realty transfer tax, document preparation and notary fees, real estate taxes and the like LESS tax and trash service prorations and radon mitigation reimbursement due to estate at time of sale C. Miscellaneous settlement costs, all listed on settlement Sheet, a copy of which is attached hereto, paid at sale of 221 S. Second Street, including realty transfer tax, document preparation and notary fees, real estate taxes and the like LESS Tax and Sewer prorations due to estate at time of sale D. Cost of sewer installation for sale of 221 South Second Street: Borough of Lemoyne (sewer connections fees) EK Services (excavation) R. Marquart Builder (sewer installation construction) E. Miscellaneous Repairs & Services for sale of Properties: 205 Herman Ave (includes Radon Detector) 209 Herman Avenue 221 South 2nd Street TOTAL $1 ,71 8.54 ($537.48) $1,762.65 ($603.14) $3,119.00 ( $464.44) $5,880.00 $7,200.00 $4,499.00 $1,181.06 $1,159.51 $2,654.56 $2,650.00 $5,081.00 $3,926.52 $2,031.40 $203.00 $4,851.36 $41,317.41 .,' ~ ~ 'P REV.1512 EX. (f.97; WJ} , > d~,1 _' . .ic .' .""..--: SCHEDULE! DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS 21 -6~~ ~~8R COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ruby J. Marquart Include un reimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION AMOUNT Pennsylvania Department of Revenue (2001 taxes) $100.00 United States Treasury (federal income tax) $1,000.00 Final medical expenses not covered by insurance: American Red Cross (Lifeline service) Pinnacle Health Quantum Imaging $44.00 $9.64 $1.91 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 1,155.55 REV-1513 EX' (1-97) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 21 01 1048 ~'Ih" I .. .... - - RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF EST ,A,TE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. John C. Marquart Son 1 17th 5373 W. Lazy Heart Street Tucson, AZ 85713 Sharon A. Marquart Daughter 1 17th 1 900 Carlisle Road Camp Hill, PA 17011 Donna L. Rhoads Daughter 1/7th 1702 Josiah Chowning Way New Cumberland, PA 17070 Jane L. Welsh Daughter 1 17th 937 Hummel Avenue Lemoyne, PA 17043 Ralph E. Marquart, " Son 1 17th 2252 Orchard Road Camp Hill, PA 17011 Frank E. Marquart Son 1 17th P.O. Box 68, Rt 447 North Canadensis, PA 18325 Linda K. Marquart Daughter 1 17th 205 Herman Avenue Lemoyne, PA 17043 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) L