HomeMy WebLinkAbout96-00167
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Ooth 01 PlroonaI RoP/lllnl.lUvo
Commonwealth
of
Pennsylvania
Cumberland
ss:
County
of
The Petitioner above-nemed sweBrll and affirms thaI the statements In the foregoing Petillon are true and correct
to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent. Petitioner will well
and truly administer the estate according to law.
Swom to and efflrmed and subscribed ~ Al A ~, zf /9: ~ -::7; ; J./
before me this ..1"tday of February. '996,
1'i'I 0-,\ Lj1', ill. W(~ (Ji'L t tH/ (fto ~! IJ t,,!,
o REGISTER OF WiLLS U
No,
21 - 96 - 167
Estate of John 8, Fortier Deceased
Social Security No: 385-44-5155
Date of Death: December 1. 1995
AND NOW, February 22, 1996 In consideration of the Petnlon on the reverse side hereon,
satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are
hereby granted to Margaret H. Fortier In the above estate and that the instrument(s) dated May 20,
1991 described In the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters... I..... 1.1.1. ...... IIII "' $ 25.00
Short Certlficate{s).......~.. $ 18.00
Renunciation.................. $
Affidavit ( )1................ $
Extra Pages (4 )............ $ 12.00
Codlcll.....................III.. $
JCP Fee........................ $ 5.00 Attorney: Mark R Parthemer
Inventory............I.......... $ I,D. No: 50875
Other.I.....,.................... $ Address: 315 North Front Street
Post Office Box 741
Harrisburg, PA 17108-0741
TOTAL.........I..... $ 60.00 Telephone: 717.236-93n
Mailed letters and order to attorney on 2-23-96.
, .,
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LAST WILL AND TESTAMENT
OF
JOHN B. FORTIER
'1
I, JOHN B. FORTIER, of the Borough of Mechanicsburg,
County of Cumberland, and Commonwealth of Pennsylvania, being
of sound and disposing mind and memory, and not acting under
undue influence of any person whomsoever, do make, publish, and
declare this instrument to be my Last Will and Testament, in
manner and form following.
FIRSTI I hereby expressly revoke all Wills, Codicils .
and testamentary writings of whatsoever kind and nature hereto-
fore made by me.
SECOND: I hereby direct my Executrix to pay all my just
debts, expenses of administration and funeral expenses out of
my estate as soon as is practicable after my decease.
THIRD I I direct that all estate, inheritance, transfer
legacy or succession taxes, or death duties, which may be
assessed or imposed of, whatsoever situate, whether or not
passing under this my Last will and Testament, including the
taxable value, if any, of all policies of insurance on my life
and all transfers, powers, rights or interests includible in my
estate for the purpose of such taxes and duties, shall be paid
out of my general estate as an expense of administration, and
without apportionment, and shall not be prorated or charged
against any of the gifts in this Will or against any property
not passing under this Will. In the absolute discretion of my
Executrix, hereinafter named, she may pay such taxes
immediately or may postpone the payment of the taxes on future
or remainder interests until the time possession accrues to the
beneficiary or beneficiaries named herein. My Executrix, may,
in her discretion, arrange for extension of time for the
payment of said estate and inheritance taxes, and any interest
and/or penalty incurred on any such taxes, whether or not
resulting from such extensions or postponements, shall be borne
by my estate as an expense of administration.
FOURTH: All my property, real, personal and mixed, of
which I may die seized or possessed, or over which I may have
the power of testamentary disposition, of whatsoever kind and
wheresoever situate, I give, devise and bequeath unto my wife,
MARGARET H. FORTIER.
, \
FIFTH: Should my said wife, MARGARET H. FORTIER,
prsdscease me, or should we die at the same time, as the result
of the same accident or disaster, or during a joint last
illness, or under circumstances that are such that the order of
our deaths cannot be ascertained with reasonable certainty,
then and in any of such events, I hereby give, devise and
bequeath my entire estate in equal shares to my sons, WILLIAM
ALLEN FORTIER and RICHARD COLLINS FORTIER. In the event that
one of my sons shall predecease me, then it is my wish that his
share of my estate pass to his children, if there are no
children then, 50% of his share shall go to his surviving
spouse and the other 50% of his share to his brother.
SIXTH: It is my intent to establish a revocable Living
Trust to provide for the appropriate conversion and
distribution of certain assets including my collectibles. If
such a trust is in existence at my demise, I empower my
Executrix, or her successor, to transfer any such assets to
it. My Executrix shall have full authority and discretion as
to which items, if any, are placed in such trust. To that end,
this decision shall be final and determinative.
SEVENTH: I hereby direct that all estate, inheritance,
transfer and succession taxes that may be assessed in
consequence of my death of whatever nature and by whatever
jurisdiction imposed, shall be paid out of the principal of my
general estate to the same effect as if said taxes were
expenses of administration.
EIGHTH I I hereby direct that my Executrix, or any
successor as named by me herein, shall not be required to give
bond or other security, required by law or otherwise, for the
faithful performance of her duties.
NINTH: I hereby give unto my Executrix and her
successor, hereinafter named, the fullest power and authority
in all matters and questions pertaining to the administration
of my estate,
TENTH: I hereby nominate, constitute and appoint my
wife, MARGARET H. FORTIER, of Mechanicsburg to be the
Executrix of this my Last Will and Testament with all powers
and authority to sell, transfer, and convey any and all of my
property, real, personal and mixed, which in her discretion she
may deem necessary in order to pay my debts and liabilities or
to effect distribution of my estate in accordance with this my
Last Will and Testament. I hereby nominate, constitute and
appoint my son, WILLIAM ALLEN FORTIER to serve as successor
Executor with the powers as set forth herein, should the
Executrix be unable or unwilling to serve. In the event
WILLAIM ALLEN FORTIER is unable or unwilling to serve, I hereby
-2-
, .
appoint my son, RICHARD COLLINS FORTIER as contingent successor
Executor.
ELEVENTH: I hereby give unto my Executrix and her
successor, hereinafter named, the fullest power and authority
in all matters and questions pertaining to the administration
of my estate, executing the provisions of this my Last Will and
Testament, including but not by way of limitation, the power
and authority to determine all doubtful questions which may
arise in the construction of this my Last Will and Testament.
I further hereby authorize and empower my Executrix, or her
successor, pending settlement of my estate, to sell, convey,
mortgage, lease, exchange, encumber or otherwise dispose of any
and all of the property, real, personal or mixed, at any time
belonging to my estate, either at public or private sale,
without prior approval of any court, and at such times and for
such price or prices and in any such case upon such terms as
they may think best in their discretion, and I authorize and
empower my said Executrix to execute, acknowledge, and deliver
to the purchasers, grantees, mortgagees, vendees, assignees, or
other persons, such contracts, deeds, mortgages, bonds, bills
of sale, and all other instruments of writing necessary or
proper without obligation upon the latter to see to the proper
application of the proceeds. She shall also have the power to
compromise or otherwise to settle or adjust any and all claims,
charges, debts and demands whatsoever against, or in favor of,
my estate as fully as I could do if living. She shall further
be empowered to carryon and conduct any business enterprise in
which I may be engaged at my death, to retain any assets,
including stocks or securities which I may own at the time of
my death, pending the settlement of my estate, without regard
as to whether or not such assets or securities are legal
investments for fiduciaries. Pending settlement of my estate,
she shall also have the authority in his discretion to convert,
sell, exchange, or dispose of such assets and securities either
for cash or for terms satisfactory to them and to acquire other
assets without limitation to securities or investments as may
be declared legal for investment of trust funds. She shall
further be empowered to borrow money, and to pledge assets of
my estate as security therefor, for the purpose of paying taxes
which may be levied upon or payable by my estate in accordance
with this will and in the event that funds in the hands of my
Executrix, or her successor, shall be insufficient to pay such
taxes, and if, in the opinion of my Executrix, or her
successor, it appears that conversion of securities and other
assets, real and personal, would then be made at a sacrifice.
TWELFTH: In the interpretation of this will, all refer-
ences to the masculine gender shall include the feminine, and
references to the feminine gender shall include the masculine.
-3-
COMMONWEALTH OF PENNSYLVANIA:
55:
COUNTY OF DAUPHIN
We, JOHN B. FORTIER, the Testator and Mark R. Parthemer
and Denise L. Lowerv , and Lori A. Brunqart Zerb~ the
witnesses, whose names are signed to the attached foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed, sealed,
published, acknowledged, and declared the instrument as his Last
Will and Testament: and that he signed willingly and that he
executed it as his free and voluntary act for the purposes
therein expressed: and that each of the witnesses in the joint
presence of each other and in the presence and hearing of the
Testator, signed the instrument as witness to his Last Will and
Testament; and that to the best of their knowledge the Testator
was at the time eighteen years of age or older, was of sound and
disposing mind, memory and understanding, and was under no
constraint or undue influence.
#r~Ii~
JOH~ B. F RTIER,
Testator
:-e.
W ess
~,(i {j, ~17{;aJ kUIu..
(f W tness
Subscribed, sworn to and acknolwedged before me, the
undersigned officer, by JOHN B. FORTIER, the Testator, and
subscribed and sworn to before me by Mark R. Parthemer, Denise L. Lowery
and Lori A. Br)lnqart Zerbe and witnesses, in the presence of
each other, this ;lotI, day of /Yl"-'f ' 1991. ,
~,,-^f ~_I
Notary Pub c r
8 ___.___h --
~,c L\;i L't!, ~/,~.
Sr.r~PI t. (IPPL[G,' rht.lr~ r'l'~!lt
t'~J (;~'!'::;'.~"il EJ~,rn f!~( lJ. 1'))4
,~ iff Lt'~rt-!)A I' ~~ ;.'~' .r!-~;i':~Y
1
~
IN RE: ESTATE OF
IN THE COURT OF COMMON PLEAS OF
JOHN B. FORTIER
CUMBERLAND COUNTY. PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-96'()167
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
JOHN B. FORnEll Date of Death:
DECEMBER I, 1995
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-<:aptioned
estate on March 29, 1996:
Margaret H. Fortier
6322 Stephens Crossing
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5,6(a)
Date March 29. 1996
Signature
Mark R. Parthemer
Post Office Box 741
Harrisburg, PA 17108
(717) 236-9377
Attorney for Estate
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CAB
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C R C
KOK
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REV. UOO DC . (7.''')
/)-Y7.,3
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNTY CODE
C
FOR OATES OF DEATH AfTER 12n1111 CHECK HERE
IF A SPOUSAL
FILE NUMBER
cO"'~Fm~~:I-'1fFPMIW.I~ANIA
HARRISa6~t.?ffi \21.060 I
21-96-0167
YUR
NUUDEA
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DECEDENT'! NAME(LAST. FIRST, AND MIDDLE INITIAL)
FORTIER JOlIN B
OECEOENT'SCOMPlETE ADDRESS
6322 STEPHEN'S CROSSING
MECIIANICSDURG, PA 17055
COUPlETE UAllINaAODRESS
BOSWELL SNDYER TINTNER & PICCOLA
315 N, FRONT STREET
HARRISBURG PA 17108,0741
Nono
None
None
None
None
None
None
DATE OF DEATH
12/01/1995
OATE OF DIRlH
08/12/19/,2
SOCIAL SECURIJYNUUDER
385-44-5155
c...,
CUMBERLAND
(IF APPLICABLE) SURVIVING SPOUSE'S NAUE{LAST ,FIRST AND MtDDLE INlflALI
FORTIER MARGARET II.
X 1, Original Rolurn
4. Limitod ESlOlo
SOCIAL SECURITY NUUDER
111,90-2904
C P
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R N
R 0
E E
S N
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2. Suppltmenlal Rlturn
41. Future Inl,"sl Compromsl
liar dOlos 01 doath Iher 12,12,82)
~ 6, Docodone Died TOSIOII 07. Oocodone MainLoined o Living TrusI
(An.och co 01 Will) (An.och a co 01 Tru,t)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
05,
o I.
N....E
MARK R. PARTHfloIER
ES UIRE
TELEPHONE HUMBER
717 236- 9377
I, ROIl ESIOII (Schedule A) I
2. Slocks and Bonds (Schedule B) (2)
3, Closely Hold SlocklPartnership Intorosl (Schedule C) (3)
4, Mortgage. Ind Noles Rocoivable (Schedule D) (4)
5, Cash. Bank Copasns & Miscollaneous Porsonal Property (Sch. E) (5)
6. Jointly Owned Property (Schedule F) (6)
7, Translors (Schedule G) (Schedule L) (7)
I, ToLoI Gtoss Assets hOLoI Lines 1-71
9. Funeral Expens.s, Administrativ. Costs. Miscellaneous
E,pensos(ScheduIeH)
10, Dobts, Mortgage Liabilnios, Lions (Schedule I)
11. Total Doduclion.hotal Lines 9 & 10)
12. Nol Valuo 01 EsLoIO (Line 8 ""nus Line 11)
13, Charitable Ind Govornmental Boquests (Schedule J)
14. N.t Valut Sub" clio Tax (line 12 minus line 13)
15, Spausal Translors (lor dates 01 dooth ahor 6-30-94)
S.. Instructions lor Appliclble PerconLoge on pago 2,
(Includo vllues Irom Schedule K or Schedule 1.4,)
16, Amoune 01 Line 14 Loxable aI6'1. roll
(lncludo valuostrom Schedule K or Schedule 1.4.)
17. Amoune 01 Line 141O,able 1115% ralo
(lncludo vllues Irom Schedule K or Schedule 1.4,)
18. Principal lOx duo (Add Lox Irom Line 15. 16 and 17,)
19, CrodnslSp Povorty Prior Paymenls Discount
. .
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C
A
P
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(9)
19.073.83
(10)
None
AJr.40UNT RECEIVED ISEE INSTRUCTIONS)
125 515.19
Remaind.r RIlum
(lor dales 01 doath prior 1012-13,82)
F.d.,al Estat. TalC R.turn Required
ToLaI Number of Salo Dopas. Botts
(I)
0,00
(11)
(12)
(13)
(14)
19,073,83
(19.073,83)
(19073,83)
(15)
125.515.1:1;1 0 =
0.00
(16)
0.00 X ,06 =
0.00
T
A
X
C
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M
P
U
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A
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(17)
0,00 X ,15 =
0.00
Interesl
20. II Line 191s grollor than Line 18, onler tha difforonco on Line 20. This Is tha OVERPAYMENT.
00 D ICheck h.,." you .,. ,.quI.tlng I r.fund or your ov,rpaym.nt.l
21, II Line 181s groator than Line 19, onter tho difforonco on Line 21, This Is the TAX DUE.
A, Enler tho Intorost on tho balanco duo on Line 21 A-
B, Enler tho tolOl 01 Line 21 and 21A on Line 21B. This Is tho BALANCE DUE.
Mlko Chock Pa Iblo.o: R I.'or 01 Willi, A onl
. . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Und... fMl"IIlUn 01 perl")',' deClar.IhllI h..,. tlllmlntd Ihls r'l~n.lnclucllng <<companying sch<<lu....,.. ItlllrNnll, and 10 thl best of rrrt knowledge .nd belief, It 'I tn.,
totllCl.nd compIel..1 dec.....hlt ,II 'NI .,1.1. has bMn r.ported '1lrue malht ".IIA. Oec"r.llon 01 prtpAf,f olMt INn lhe petlOOll rllpl'nenl.U".IS hiNd Ol"l.U InlorlNtJon 01
whkhprtplllf hult'rfk~.
SlGNAIURE OF PERSON RESPONSIBLE FOR FILING REI URN MARGARET H, FORTI ER
6322 STEPHEN'S CROSSING
JMECHANicsiitiRC" 'pi;' 'ijiis5"''..'..'''..''' ,..,
BOSWELL SNDYER TINTNER & PICCOLA
315 N, FRONT STREET
HiiRRis'JiURG" i>ii" i'ii6s','67i.i"'" -"", -.. -.,...,
(18)
0,00
(19)
(20)
0.00
0.00
(21)
(2IA)
(2IB)
0,00
0.00
0.00
DATE
1/'/'/1''1 fn
DATE
f{ / ,~ t;(,
form SOO (Rev. '.14)
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Act '41 0111194 prOVides lor the feductlon 01 the taX rales Imposed on the nel value 01 translers to or lor
the use 01 the spouse. The rates II prescribed by the statute will be:
.3"10 (.03) will be applicable lor estates 01 decedents dying on or alter 7/1/94 and belore 1/1/96
.2% (.02) will be applicable lor estates 01 decedents dying on or alter 1/1196 and belore 111/a7
.1"10 (.01) will be applicable lor estates 01 decedents dying on or alter 111197 and belore 111/98
.spousal translers occurring on or alter 1/1/98 will be exempt Irom Inheritance \all.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
YES NO
,. DIcI deced.nt make I Vlnstor Ind:
Z. H dlllh occurtod on Of before OlClrrile' 12, 1982. dlcl deced,nt within twO Y'"" p,ecedlng dlllh
Vlnstor proporIY wiIhoUI....1YIng Id,qUIII conslclorlllon? H dlllh occurtod 11\1' OlClrrile' 12,
1982. dlcl decodtnt IIInstor proporIY within one Y"' 01 d.llh wiIhoUI ,ec'lYIng Id.qUI"
consIcIorlllon? ' . . , , ' , ' , ' , , ' , , ' , ' , , ' , , ' , ' , , ' , . ' , , ' , ' . , ' , ' , , , . , ' , ' , , ' , , ' X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
,_,soa (RoY,7-I.\)
CoI>Yrlojhl(C)'.... tor'" 10ft....,. or#t CPSy>,_,Inc.
.---..--.,,-,..
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
lilY. !ltllX . ('/01')
COllr.~g,WbYAHI.
ESTATE 0'
JOHN B FORTIER SS 385.44.5155
ITEM
NUMBER
A. Fu_a1 Expe",HI
1 HALPEZZI FUNERAL HOME
B.
C.
Pi.... Prln! or T .
'ILI HUMBER
21.96.0167
12 01 1995
DESCRIPTION
AMOUNT
FUNERAL
8,093.70
1,
Admlnl.tratlv. COlli.
P.rsonal R.pt.llntatlve ConmisskJns
Soclll Socurily Nunilor 01 p.rsonal R.p,...ntollvl:
V.., Con-nisllons paid
z.
BOSWELL SNDYER TINTNER & PICCOLA
Altomoy FHI
7,000.00
3.
F.miIy E..."cIon
Clllmanl MARGARET H. FORTIER R.lltionshlp Spouse
Address 01 Clllrnanl.. docod.n1'. d..th
SlrHlAddr.u 6322 STEPHEN'S CROSSING
CiIy MECIlANICSBURG 5111. PA Zip Cod. 17055
3,500.00
4,
Probate FHI
Register of Wills
60.00
1
2
MI.coIlanooua Exp'",H'
BOSWELL SNYDER TINTNER & PICCOLA . MISC. EXPENSES
100.00
28.44
BOSWELL SNYDER TINTNER & PICCOLA . COSTS ADVANCED
3
DOSWELL, SNDYER, TINTNER & PICCOLA. MISC. EXPENSES
CUHDERLAND LAW JOURNAL. ADVERTISMENT OF LETrERS
32.87
4
60.00
5
THE PATRIOT NEWS COMPANY . ADVERTSIMENT OF ESTATE
198.82
,.,.
TOTAL (Also .ntor on~.. 9, Roca ~ullllon)
(II more .p.c.l. nHdod.lnlOrt .dd"lon" .hHla oI..m. .11.,)
CopyrIghl (<)11194 ,.... ..ftw... only CPSytI_,Inc.
S 19 073,83
'....15005<_ HI,..., 7.11)
...~---_._-.- .;.._--
LAST lULL AND TESTMIEN'I'
OF
JOHN B. FORTIER
I, JOHN B. FORTIER, of the Borough 01' Mechanicsburg,
county of cumberland, and commonwealth of pennsylvania, being
of sound and disposing mind and memory, and not acting under
undue influence of any person whomsoever, do make, publish, and
declare this instrument to be my Last i'lill and Testament, in
manner and form following.
FIRST: I hereby expressly revoke all Wills, Codicils
and testamentary writings of whatsoever kind and nature hereto-
fore made by me.
SECOND: I hereby direct my Executrix to pay all my just
debts, expenses of administration and funeral expenses out of
my estate as soon as is practicable after my decease.
THIRD: I direct that all estate, inhoritance, transfer
legacy or succession taxes, or death duties, which may be .
assessed or imposed of, whatsoever situate, whether or not
passing under this my Last Will and Testament, including the
taxable value, if any, of all policies of insurance on my life
and all transfers, powers, rights or interests includible in my
estate for ~he purpose of such taxes and duties, shall be paid
out of my general estate as an expense of administration, and
without apportionment, and shall not be prorated or charged
against any of the gifts in this Will or against any property
not passing under this Will. In the absoluto discretion of my
Executrix, hereinafter named, she may pay such taxes
immediately or may postpone the payment of thO taxes on future
or remainder interests until the time possession accrues to the
beneficiary or beneficiaries named herein. MY Executrix, may,
in her discretion, arrange for extension of time for the
payment of said estate and inheritance taxes, and any interest
and/or penalty incurred on any such taxes, whother or not
resulting from such extensions or postponements, shall be borne
by my estate as an expense of administration.
FOURTH: All my property, real, person~l and mixed, of
which I may die seized or possessed, or over which I may have
the power of testamentary disposition, of whatsoever kind and
wheresoever situate, I give, devise and bequo~th unto my wife,
MARGARET H. FORTIER.
?
FIFTH: Should my said wife, MARGARET H. FORTIER,
predecease me, or should we die at the same time, as the result
of the same accident or disaster, or during a joint last
illness, or under circumstances that are such that the order of
our deaths cannot be ascertained with reasonable certainty,
then and in any of such events, I hereby give, devise and
bequeath my entire estate in equal shares to my sons, WILLIAM
ALLEN FORTIER and RICHARD COLLINS FORTIER, In the event that
one of my sons shall predecease me, then it is my wish that his
share of my estate pass to his children, if there are no
children then, 50% of his share shall go to his surviving
spouse and the other 50% of his share to his brother.
SIXTH: It is my intent to establish a revocable Living
Trust to provide for the appropriate conversion and
distribution of certain assets including my collectibles. If
such a trust is in existence at my demise, I empower my
Executrix, or her successor, to transfer any such assets to
it. My Executrix shall have full authority and discretion as
to which items, if any, are placed in such trust. To that end,
this decision shall be final and determinative.
SEVENTH I I hereby direct that all estate, inheritance,
transfer and succession taxes that may be assessed in
consequence of my death of whatever nature and by whatever
jurisdiction imposed, shall be paid out of the principal of my
general estate to the same effect as if said taxes were
expenses of administration.
EIGHTH: I hereby direct that my Executrix, or any
successor as named by me herein, shall not be required to give
bond or other security, required by law or otherwise, for the
faithful performance of her duties.
NINTH I I hereby give unto my Executrix and her
successor, hereinafter named, the fullest power and authority
in all matters and questions pertaining to the administration
of my estate,
TENTH: I hereby nominate, constitute and appoint my
wife, MARGARET H. FORTIER, of Mechanicsburg to be the
Executrix of this my Last will and Testament with all powers
and authority to sell, transfer, and convey any and all of my
property, real, personal and mixed, which in her discretion she
may deem necessary in order to pay my debts and liabilities or
to effect distribution of my estate in accordance with this my
Last Will and Testament. I hereby nominate, constitute and
appoint my son, WILLIAM ALLEN FORTIER to serve as successor
Executor with the powers as set forth herein, should the
Executrix be unable or unwilling to serve. In the event
vlILLAUt ALLEN FORTIER is unable or unwilling to serve, I hereby
-2-
- - .,.
-!
appoint my son, RICHARD COLLINS FORTIER as contingent successor
Executor.
ELEVENTH: I he:-eby give unto my Executrix and her
successor, hereinafter named, the fullest power and authority
in all matters and questions pertaining to the administration
of my estate, executing the provisions of this my Last will and
Testament, including but not by way of limitation, the power
and authority to deternine all doubtful questions which may
arise in the construction of this my Last will and Testament.
I further hereby authorize and empower my Executrix, or her
successor, pending settlement of my estate, to sell, convey,
mortgage, lease, exchange, encumber or otherwise dispose of any
and all of the property, real, personal or mixed, at any time
belonging to my estate, either at pUblic or private sale,
without prior approval of any court, and at such times and for
such price or prices and in any such case upon such terms as
they may think best in their discretion, and I authorize and
empower my said Executrix to execute, acknowledge, and deliver
to the purchasers, grantees, mortgagees, vendees, assignees, or
other persons, such contracts, deeds, mortgages, bonds, bills
of sale, and all other instruments of writing necessary or
proper without obligation upon the latter to see to the proper
application of the proceeds. She shall also have the power to
compromise or otherwise to settle or adjust any and all claims,
charges, debts and demands whatsoever against, or in favor of,
my estate as fully as I could do if living. She shall further
be empowered to carryon and conduct any business enterprise in
which I may be engaged at my death, to retain any assets,
including stocks or securities which I may own at the time of
my death, pending the settlement of my estate, without regard
as to whether or not such assets or securities are legal
investments for fiduciaries. Pending settlement of my estate,
she shall also have the authority in his discretion to convert,
sell, exchange, or dispose of such assets and securities either
for cash or for terms satisfactory to them and to acquire other
assets without limitation to securities or investments as may
be declared legal for investment of trust funds. She shall
further be empowered to borrow money, and to pledge assets of
my estate as security therefor, for the purpose of paying taxes
which may be levied upon or payable by my estate in accordance
with this Will and in the event that funds in the hands of my
Executrix, or her successor, shall be insufficient to pay such
taxes, and if, in the opinion of my Executrix, or her
successor, it appears that conversion of securities and other
assets, real and personal, would then be made at a sacrifice.
TWELFTH: In the interpretation of this will, all refer-
ences to the masculine gender shall include the feminine, and
references to the feminine gender shall include the masculine.
-3-
'.
Fl1e No. ~u;R.
. .
8/20/96
,
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JU:jU8 FAICJmA - lIl'l'l\AlSER
73 W. MI\IN ~
M1!X:BfINICSBlJllG, PAt 17055
MRS. ~u;R.
6322 ~ aa;sIN3
M1!X:BfINICSBlJllG, PLAt 17055
oear Mr8. FoJ;ti.er,
........ 1x> _ _. '" .... ~ .. ~ """'" of tho -"
C8pt:ic:c1ed in the "S\III1IlUY of SI'HAnt Fee,t;uXelI" Which foUCMS.
'ltIe ~U1g ~qprt is bBS8d on a site ~ of ~,
i[westi.cJation of the subject ~ area of infl.uence, axd z;eYiew of
sales, cost, axd i.rv;:aIe data for sill'nRr ptoperties.
'lbis aroraJ.sal haS been INIde with ~ attention paid to awUcab1e
va1ue:lnfl~U1g ~ corditiooB axd haS been pxocessed in ~
with nat.ilXlallY ~ ~ gui.cle1ineB.
'lM value ~lusi.onB stated ber8in are as of the effective date as stated in
the body of the 8ppraisal, axd contingent upon the certification axd J.ind,1:i.ng
corditiooB attaehed.
p].ease do not heSitate to contact ne or aIrj of IIrJ staff if we can be of
IllX1it;i.ona1 ser;vice to yol.
~Y'
JOBeph
ta-~
. .
, S.UMMAAYO,f1 SALIENTF~TURES
';' ~
': -:.<.';
, ,
SUbJect Address 6322 S'IEPHEN 5 CROOSINJ
Legal Description BOOK 340 PAGE 984
City MEX:Hl\NICSBlJRG
County CtJMBERI.l\ND
State PA
Zip Code 17055
Census Tract 0114
Map Reference 10
Sale Price
Date of Sale
$ MK'l' VAUlE
N/A
Borrower I Client
Lender
~0lu'.Lta(
~Ul(J.'.Lta(
(96)
Size (Square Feet) 2,464
Price per Square Foot $ 81.17
Location WE5'lUVER
Age 23
Condition OO)D
Total Rooms 8
Bedrooms 4
Baths 2.5
Appraiser
Date of Appraised Value
JOE mcerm
8/20/96
I ;t~!~I.;~pr.na~ ,of Val~e$200000
...'
,
JOE FM.CE:l'l2\.
UNIFORM RESIDENTlAL APPRAISAL REPORT
step-x-6
FOOTIER
DIICI1aUon Fill No.
I _....... Iil72 SlEPIIEN 5 ClmSIOO CIy MFnll\NT(,!,;H1JRr. ..." PA ~ Codo 12Q~5__._
'ILtatl'",_ In"lK 140 Pl\r.F. 984 County ('l1MRF.RT >!\ND ..---
. AlMIIOl"'.,1IOtI No. 10-18-11?1-023 ,... v." 1996 Ae.'...... 1 618.80"'-"'A.....""'...~l\___
- FORl'IER c....no """" FOOTIER """'pont, I X I"""" I IT...... v...",
- IXI......... I 1..._ __ I IPUO I I ~ ""'DlVA....1 HO". N/A "'"
, OIPf'D11la1NI/TIt ~HIP ".p"''''''''' 10 ""- 'oo 0114
No
'....-. MKT V1\LUE D." oI~LA "'....""""'........0I""'~............."..~_____
, r\ -iQ6, ....... 6322 ~H8t!~6!.!OO,--I'A.
........~
1- JOEFM.CE:l'l2\. _... 13 RATI.ROI\D AVE. CAMP 1lIIL. PAt 17011
'-"" U<bon .x ......... - ..... Ptodomlnanl Slngl. family hou.1ng P"",,' lend .... 'l(, LInd .... CO'
:x: occupancy PRIC! Me 100 ~No''''' lNlj
...... Owf 1I'Irt :x Jl.JI'Irt - """'21" Ji"""" i5s t' One_
Chot..." :x: ..... .- - - Low 0 .~_ 0 In.......
.......,,- -NInQ tx .- ......... _ ,....,. 250 """ 35 .....,omIy 0 To:
- j VacInI(0-6"') ~sdomlnlnt~ ComInMIoI t -8-
--- - - In........ - CMt......
...-- """'. ..... Ix u..... CMtI..... V"'_'''I 190 ?5
Nolo: RICO and Ihl ...111 compoalUon 01 Ihl n.lgh_ III nol IPPflIuI lactDra.
~ ~oOOd_."",_ WE5'rOVER vrrr=. Hl\MPIEN ~IN ~ VlITrF.V SCOCOL
. = 3140.
1-...'.........""""".bIlyol..._In......._(pn>_"'"""'.......""'_.""__._.."m....~.IO.I'
IN l\ sTrN. R 1dTTJ><: WFS'I' OF OF PA, AND
<t MAJCR EMPIDYER. ~ IS ~ OF REXiICtll\t. SIIOPP;Jm ~d'~'ruRNP~ EXIT,
. TfY'AT S AND ~ _ Ml5TLY 2 S'roRY -2 ~D ~ WI'lll
O. AIm. . A IKlI\D 'rnX WPm l\ 0:00 MIX TN THIS 'IWP OF cx:MlE:R::IALl-~ ~
".,.1 condIIont h .... ~ nelg/ilott'lood ~ "'ppOO lot .. abow ~1Ione ,.1I1td 10 ... hnd of propeny YUwI, defIlancl'luWi. and mlttlt.-.g ht . . am u dill on
~- -.... ~: ;;~~~"':"" 01... ...~o,..... "'" -.... """'~~*' tJ"VlTn ADVERSELY AFFEX:T ~
rn;o 'lJlE
'IHTS WJ\..C; AS J\. 5 AS PER 2-7.
PtoJoct InIDlTllllllon lor PUD. Id _) . . .. ... ..__ In _ 01 ... ...... Oolwo' _"" (HOAj' UVH UNo
Appo.no" ,,"'...- 01_ In... __ Appro.llin.. ~taJt'lKllbtfol Ul'VtI lot.... n.... Mlftd projItQ
~ ~ltI 1M recftallclnll 1dIet: ~
__ 0 e1l5 MIL T..........
... .... 12075 ComNLoI lXJv.. DNo ....
-.......-""""'-"" ......
. lDnIno_ !XI..... -rhJp'" _1__...1 U- UNo....... ......... 1\
.w.1I & bell u. .. moro...ct: X PRMf1I Ult . n'or. UN (.ll;lW'l) - G:X)n
, UIIIIU.. ~'" ..... 011..110 Improvsmanll TiI>o 1'" "'!!!." ............. AVERAGE
......., ~ ...., A5PHAIIr - OlMwIy BurfIOl ASPHJ\TIJ1
II! Claa ~ CXJN::Ri':IE ~ - - .-.. Jll'ILITIES
!Ii CXJN::Ri':IE fEMA &p.r;iIl f\)od HUArd AI.. D~[&:rr;-
w.... _.OO -
. 6an'\atyMwer ~ - .....1g>Io roNE FEIAA ZDna X ....D.~ .Jl.1L93_
- -
Ibm....... I..., l'lH: FEMA Map No. 420360 0010B
eornm.ntI (appIttnt Idwf'N lutmtnll. ~ ~ UNInItItI, IkSt 1ft... ItgaJ Of ItgaJ nonr::onIonnrlg z:otW'lg UN, etl:
~~, . BY PERSONAL KlnILErGE IDl' IN A FIDJD HAZARD OR LI\ND SLIDE AREA.
~ OeNERAL DescAIPTl0N1 EXTERIOR DESCRIPTION FOUNDATION SASEMl!NT lN8lAAnON -
No. 01 UnIII ......"" IllilCK .... Nea Sq. Fl ..L 232 Roof
0 No. of 6101te, 7 """""w... en.. ..... ..- 25 c.....
-.:
TiI>otllolJAIL) Roof ........ CXlo!P ......... FULL ""'" TIIE w...
"'.,., 18"", ? au..,. . DwnIpta. ...... Pump Jon w... -
~ EXISTS w-..TiI>o OOL-1IUN3 0........ 00 VIs.SIGN!' - ......
"<Jt(y/I.) 23 .- YES ..- 00 VIs.sIGNS 0.._ enay 00 Urimwn Ix
-....(Y/l.1 6 """-""" 00 -"" 00 VIs.SI~
()' AOOI.I. - "*" ....... ....... Dtn FIIlTlIwRm. -.... ......... ...... ......... ..... "'.. 80.. Fl
......... 1 1.2n
......., X 1 1 1 1 .5 X 1 232
........ 4 2 1. 232
.. -....-.....- 8 -..: 4_"1: 2.5.'''1'1: 2 464 ....... ,,"'01 o..a "*" "'..
I'
IITI!RJOA ...~ HEATING KITCHEN EOOIP;.- ATTIC - AMENmES 11 CAR STORAGE: YES
~ -. ......" ""'1JG TIP' F7\, ............ ~ ...... - FnpIIC>>(., , ...... 0
I w... DRYWALL/lI.VG. ..... GAS A~ ~ ...... - p.., REAR 2 ...... , olcatt
If T_ ..~ 1JG. Concnon AVG =-~ ..... ..... ..... ........ ...LCAR
N' aatlf\)Ot AVG COOUNQ YES - :x: "'"" "'- ..Sl~-
:n
Bttl Waneool FI AVG Connl YE;,S_ 'm'Hood ~ - - ....... &In.1n -~j'-
"""" IDJD/oo:>o ...., Mbowt... _ ....... - Pool C.....
Concnon AVG w......",.,.. P - ........, 4 CAR
, , .......... ".....1_ """".-.. ...... .10.1' GAS HEAT AND IDl' WA'IER. REAR lOX16 CXJ\/ERED CXJN: PATIO 10X16
I PATIO SIDE 'lW) CAR- GAR A'IT. T .
. Concnonol...__""_-....""'._.___oI___.IO.: ~
.1 .-.m".ica1 den""""iatioo was nota:l. There is no neasurable eviderce of functional or ex,ternaj._
1-' ~'''.' '0. "00"''''' '",. ~ om A"'itv.
"I __ .M~.._... ~ I""" ... but rot .... ". -. ...... _ ........... ''''1 ....... In ... "'............. on ... ...... .. ... _It ......, 01 ...
. - "'-'" None noted
step-x-6
Valuallon 8acI1an' UNIFORM RESIDENTlAL APPRAISAL REPORT Fill No. FOOTIER
U~TID IlTI VAWI . . . . . . . . , . . . , , . . . ' . . . . . . , , . , . . . , . . , . . 0 a 44 000 Commlnta on Coil ,<\j>prolch (auch n, lOUrCI 0' coat .aUmal., III.
IITIlATID ..,ADDUCT1OH coar-HEW.(ll' ",'ROV"'!NT8' valul, squire loot calculaliDn Ind lor HUD. VA and FmHA, th.
2.464 Sq,.... It 55.00 0 a 135.520 ..Umalod remllnlng sconomlc UI. Dlthl propenyl: SCXJRCE OF
Sq..... It 12.00. 14.784 cmTS: MARSHALL SWIFl'VAlllATIOO SERVICE
.1CXN:: &lERICK PATIO. 12.000 IIND IOCAL o:Nl'RI\CIORS.
___ -AQQ....... It 12.00 4.800
ToWElhatldCollNtw ................ .., 167,104
... ,.,.... ....-... .........
_"" 16. nd
_IOdV....oI_.,.,.,
......V....oI..._ .',..
INDICATED VALUe BY COST APPROACH
.a
16 no
ISO 394
8.000
202 394
" 0 a
.a
SITE VAI.l1E:
AREA IS 8UIIJl' UP IIND HIGllLY DESIRABIE IJJr
VAI.l1E EXCEEOO NJR.Il\L GUIIELINES IXlE 'IO TIlE
PREMIUM OF IIIND rn 'lllIS AREA
E5'l'IMM'ED REMAINIOO EXnDnC LIFE-54 YRS.
oa
COMPAAA8U! NO.1 COMPARA8L..E NO.2
6122 STEPHENS CImS 6117 SIEPHEm CROOS
MEOIANICSBURG PA. MECIlANICSBUOO. PA.
.1 MIlE .1 MIIE
~A--~2.<}}h9,97: ~~o
a 83.2~~ a 83.20 ~ ~ a
M!S & CXlURl' M!S & CXXlRl'
No' .
---
01 . 200 200
eo...- on -c:o.now- ~.. MjocI-'l" __"....._ ....1:
DIS'llUcr .
ALL cx:MPS SIMILAR STYIE IIND a::NSrnOCTIOO. /oml' EMPIIASIS PU\CED 00 cx:MPS
'rtIE S~.
"
.....-
~ LN. Nt.
Dlllw'Ol
v...rut:Jn ~
VAWI! ADJJ8'N!HT1
"'OI~
""""......
D.. oIlaWn"ne
~""
..--
...
-
Do
0..
DESCRIPTION
.......
o
o
o
o
o
o
o
-1 000
-1 800
o
WES'IOVER
FEE
.27 J\CRE
AVERAGE
2 SlORY
ALlMINUM
23
QX)O
14
QX)O
Total : Berm. : 8....
84 2.5
2 464 ....
FULL
25% FIN
TYP FCR l\GE
ClIC
TYPICAL
2 C ATr GAR
C1JV PAT, PAT
1 FIREPU\CE
roNE
Total : B01nI: 81"
8 . 42.5
2 464 .R.
FULL
SIMILP.R
TYP FCR l\GE
IIPCl1C
TYPICAL
2 C ATr GAR
SCR PCR:,PAT:
1 FIREPU\CE :
PICKET FEOCE:
o
o
o
o
o
o
-1,000
o
-1 000
4 800
COMPARABlE NO.3
1106 W lQIDERIIOON
MEOlANICSBURG. PA.
2 MIIES
~a
77.17 ~
M!S & CCXlRl'
DfSCRIPTlON
SmT CXlN
23 In!
7 09 96
WESTOVER
FEE
.24 J\CRE
AVERl\GE
2 SlmY
AlllMINlM
14
rolO
.. a ...... Df8CRIPTlON . . a .......
0 5E'lT CASH 0
0 46 [(M .Q-
0 6 06 96 0
0 HAMPDEN 1fl'S.: 0
0 FEE 0
0 .36 1\CRE 0
0 AVERJ\GE 0
0 2 S'IalY 0
0 BRICK -1 000
-1 800 9 -2 800
0 QX)O 0
ToW : Mm.: Oa..
8' 42.5
2 464 .R.'
FULL
SlMIIlIR .581\
TYP FOR AGE
IIPClIC
TYPICAL
2 C ATr GAR
DOCK
1 FIREP.U\CE
N:M:
Total . Iktm, fhh
8 4 2.5
2 540 R.
FULL
UNPIN.
TYP FCR AGE
ClIC
TYPICAL
2 C ATr GAR
PATIO
1 FIREPIJlCE
N)NE
-1 520
o
+3 000
o
o
o
o
+1,000
o
o
1 320
o
-1 500
o
o
o
o
+500
o
o
2 800
. 202 200 . 194 680
ALL cx:MPS SlIME 'lGlNSHIP IIND SCIIXlL
lEST cx:MPS AVAIIABlE FCR SUBJEm' BEING APPRAISED.
SUBJECT COMPARABlE NO. t COMPARABU! NO.2 COMPARABlE NO. 3
NJ PRIOR NJ PRIOR NJ PRICR NJ PRICR
SAlES WI'lli- SAIES WITIl- 5AIES WI'lli- SAlES WITIl-
rn1m rn1m rn1m rn1m
~ 01 ",.,., o..mnI ~ 01 ...... Cl91on. 0I111!ng of .... IUb;Kt propMf't It'd INI)W of "'" pn:w .... oIlUbftd IN ~. ...., one )'t" 01 .... de" of awalMI:
NJ VAI.l1E GIVEN 'IO ANY PERSCtW. propERlY 'llIAT MI\Y CXlNVEY.
INDICATED VALUe BY SALES COIIPARISDN APPRDACH .......,..., a
INDICATED VALUE BY INCOIIE APPROACH (If _I ....IOd.......... a .....0...... "- . a
TNo_"..... X...... _"...........--__..__..... _,,_""""......""'__
~oIAw""" NJ CXlIDITIONS.
= ,.". __ A11 3 hes to value were coosi.dered. Inoc:rlB not suitable for this
c sale. !-bat sis laced on the Market Data h which is cIeened rrore relisble. '!be cost
a was used as a cross reference.
~
The purpoM of hi appralMI II 10 ....,.." .. IQlVI \'UJe 01 '" ,... P'OC*tt .... II '" ~ of hi ,.wt, butd on .. IIbovI ooncnorw and IN ~1Clt\ ~ and hIrIg
...- ""'......, wUt.._....... "'1Od""''''''' _..".... ................... ,....\..._ 6/93 I.
f' I (WE) ESmlATE THe IIARKETVALUE, AS DEFINED, OFTHE REAL PROPERTYTHA TISTHE SUBJECTOFTHIS REPORT, ASOF 8 /20 /96
~ (WHICH IS THe DATE 0 PEC N AND THe EFFEcnVE DATE OF THIS REPORl) TO Be. 200.000
~ APPRAISe SUPERVISORY APPRAISER(ONLYIFREQUIRED):
~ ~~
~
~
..."PA
N.....
DDid DDid""
--ny
D... ~ s.gn.d
SlI" C...ub1On ,
..."
"'I~
ii';_-~
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o '.
.~t{n.:_,;
.'. \.::
0\..
< I'
o
a:
1l~"!J
t
..
a LL.
III
,...... . I
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"
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l
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,
.
e
~ U
..
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,.
,
,,' . :
u ,
J n
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<
J
:t
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X
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~ "', ~~
~
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.
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,
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-,
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./ ~l:'
't' it\D
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LL.
. III
ll.
,~
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-,
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-
--
" .
PHOTOGRAPH ADDENDUM
,1ClIon tUl(J.'.Lta(
Add..... 6322 S'IEPHEN 5 ClmSINJ
MEX:Hl\NICSBURG Coo ctH3ERIAND
LInd" tUlU'.Lta(
State PA
Z Code 17055
SUBJEX:T - mm
SUBJEX:T - REAR
SUBJEX:T - 5'mEET
,
.
PHOTOGRAPH ADDENDUM
BorrowerlClllnt FORl'IER
Prooortv Add.... 6322 STEPHEN S ClmSINJ
MOCHANICSBURG Coun CUMBERLl\ND
Linder FORl'IER
Slits
PA
Z' Codl 17055
CGlPlIRABIE # 1
6122 STEPHENS CROSS
MEX:Hl\NICSBURG, PAt
CGlPARABLE #2
6177 STEPHENS CImS
MOCHANICSBURG, PAt
"
. ~~"< :.;," ..-'-
"
.-
. " .', < .
':: ,>> ;J:'.I~~/~':}\i;;.
. . "" .'" ....~7..}....~)~;:;.
. . ~ '.'- f. ,", -' ..) I"~Y-' . ,"f
. .~~ '. ".....Illh;.~'l.... N..r:~\ ..
,. ..--....,?"....,......,I':-:...\
":',: ...J....
":;> :": J~..:..?r'.~;:.:,
cnlPARABLE #3
n06 W roIDERHORN
MEX:Hl\NICSBURG, PAt
, .
DEFINITION OF MARKET VALUE: Th. moat probobl. pr1ee which . propony ahould bring In . competitlv. ond open
m&J1<1I undor ell DDndillona requlalto 10 a fair wo, tho buy.r and Hllor, oach acting prud.nUy, knowledg.sbly and assuming the price II
not affectsd by unduo aUmulua, Implicit In thll d.nnillon II tho consummation 0' a ..I. .. 0' a apeclfled data and tho pa..lng of UUo lrom
..Utr 10 buyer und.r condillona wn.roby: (1) buy.r and ..1I.r are typleally motivated; (2) both pertl.. .re wolllnfDrmed Dr woll odvlsed,
and oach acting In what h. conald... his own bell Int.reat; (3) a reasonabl. Um. II allowed for .xpoaure In tho open ma"'ot, (4) paymont
II mad. In tarms 01 csah In U, S, dolla.. Dr In t.rms of flnanclll .rrang.m.nll comparsbl. thorolD, and (5) th. price rspr....nllth. normal
conalda..tIon for tho prop.ny aDld unaffected by apsclal Dr cre.Uv. flnancing Dr ..I.. conc...lona' g..nted by .nyDno a...cl.ted with
the "I.,
. Adjuatm.nlllo the comparabl.a muat be mad. 'Dr apsc!.1 Dr cr..Uvo fin.ncIng Dr ..I.a conco..iona, No .dJuatm.nll aro nec....ry
for 1hDa. coall which ar. normslly paid by ..lIa.. .. a r....h of trodillon Dr law In a m."'ot er.., th... coall ar. readily Id.ntifisbl.
.Ince the ..II.r pOY' th.H coall In vI""ally .11 a.l.a It.naactlona, SpecI.1 Dr er.ativ. finonclng adjuatmonll csn be mad. 10 tho
compersblo propeny by comparlaona 10 finonclng tarms Dff.red by a third pany InaUlu1lDnal I.ndor that II not alroady Involved In the
propony Dr tran..ctIon, Any adjuatm.nt ahould not be cslallstsd on a mechenleal doll.r for dollar coat of the fin.nclng Dr conce"lon
but tho dollar omount of any adjuatm.nt ahould approxlmata the mo",.ra r..ctIon 10 the financing Dr con....lona b..ed on tho
app..Is.(. judgm.nt
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: Tho .pp..llo(a c.rtIflcsllon that appea.. In tho app..Is.1 rsport Is
aubJect 10 tha 'Dllowlng condillona:
1. Tha app..ls.r will not bo reaponalblo 'Dr mana.. of a legal naturo th.t .ffect olthar tho propeny bolng .pprslsed Dr tho tItIo to it Tho
app..ls.r o..um.. that tho tItI. Is good .nd ma"'otabl. .nd, ther.fDre, will not r.nder .ny opinions about tho tItIo, Tho propeny Is
app..lsed on the buls of h bolng und.r responslbl. Dwn.rahlp,
2, Th. sppraIs.r h.. provided a ak.tch In tho apprslaal rsport 10 ahow approxlmat. dim.nalons of tho Improv.m.nlll and the ak.teh Is
Included only 10 uslat the r.ad.r 01 tho report In viau.llzlng the propeny and undo..tandlng the apprsls.(a d.t.rmln.tIon of Ita ail.,
3. Th. epprslaar has oxamlned the avaltabl. fIoDd mapa thot are provided by tho Fed.ra1 Emarg.ncy Managam.nt Ag.ncy (Dr other data
lDUrtOS) and h.. notsd In tho appraIaaJ rsport wh.thor the .ubJect ah. Is Iocatsd In on Idontified Special Flood Hazard Araa, Beesu.. tho
sppraIs.r II not a surv.yDr, ho Dr .h. mak.a no guarsntHS, .lIprsu Dr Implied, regarding this d.t.rmln.tIon,
4, Th. appralaer wW not glvo taaUmony Dr appear In DOUrt bocauso ho Dr .ho m.d. an app..laal of the propeny In qu.atlon, unlo..
apocIfic .rrang.monllllo do aD hev. boon mad. bofDrohend,
5. Th. appralaer h.. ..Um.ted tho valu. of tho land In the coat appro.ch at Ita hlgh..t .nd boat u.o and tho Improv.monlll .t th.lr
contribulory valuo, Th.... .sparato vwatlona of tho land and Improv.m.nlll mull not be used In conjunction with .ny Dthor app..laal and
are Inv.11d II th.y aro eo ulsd,
6, Tho apprslsor hea noted In tho appralaal report any adv.rso conditlona (auch ", nooded rspairs, dsprsclotlon, tho pr...nco of
hazardous w..lla, lDxIc "'batancea, .te,) ob..rved during tho InapsctIon of tho subject propeny Dr th.t ho Dr aho bocam. .w.r. 01 during
the norm.1 r....rth Involved In performing tho app..lssl, Unlo.. Dth.rwlso .tated In the appral..1 rsport, tho app..lsor h.. no knowledg.
0' any hlddan Dr unappar.nt condillons 01 the propeny Dr adv.... onvlronmontal condillons (including tho praa.nco of hazardous w..II.,
Ioxlc aubatancas, .tc.) th.t would make tho propeny more Dr I... v.lusblo, .nd h.. assumed that thor. ara no such condillons and msk..
no guarantsos or warranU.., ollpr... Dr Implied, regarding tho condillon of the propeny, Tho appralsor will not bo responsiblo 'Dr .ny
such condillons thot do .xlst Dr for ony onglnoorlng Dr tosUng thot might be rsqulred 10 disDDv.r whoth.r .uch condillons oxlst Beesus.
tho apprsla.r Is not on .xport In the fi.1d of .nvlronm.ntal hazarda, tho appralasl rsport muat not bo consld.red .a an .nvlronm.ntal
......m.nt of tho propeny,
7, Tho .pprals.r obtained tho Informollon, ..Umat.., .nd opinions thot w.ro 'lIpr_ In the appralaal rsport 'rom 8OUrtOS th.t h. Dr .h.
conald.rs 10 bo rellsblo .nd boll.v.. th.m 10 bo tru. .nd correct. Tho apprals.r do.a not a..umo ,..ponslbility lor tho .ecuracy of auch
homs thot w.re fumlshed by Dth.r partl...
6, Tha apprslser will not dlsdoao the conlonlll of tho apprslsal .sport .xcept .. provided for In tho Uniform Standards of Prof...lonal
Apprslsal Prsctlce,
g, Tho apprsls.r h.. b..ed his Dr her appralaal report and valuation conclualon 'Dr on apprslsal th.t Is subject 10 "t1sfaC1Ory compl.tIon,
rspalrs, Dr all.ratlons on the usumptlon th.t compl.tIon of tho Improv.m.nlll will bo performed In a WD"'manli<. mann.r,
10, Tho appraiser muat provld. his Dr h.r prior wrln.n cona.nt befDra th. I.ndor/cli.nt apeclfied In tho appraiaal report can distrlbuto tho
apprsiaal rsport (Including conclualona about the propeny valu., tho apprsls.(a Id.ntity and prof...ional doslgnatlons, and raf.roncea 10
any prof...lonal apprsiaal Drganlzatlona Dr the firm with which tha appraiaar Is uaocI.led) to .nyDn. other thon the borrowor, tho
mortg.g.. Dr III auceo..... and uslgna, tho mortgag. Insur.r, consultanll, prof...lonsl apprslsal Drganlzatlona, any atall Dr fed.rally
approved flnanclallnsUtutlon, Dr any dspartm.nt ag.ncy, Dr Inatrum.ntallty 01 the United Statos Dr any atat. Dr th. Dlltrict of Columbia,
...spt th.t tho lond.r/cllont m.y dlstrlbut. tho propeny doscrlpllon asctlon of tho rsport only lD d.ta collsctlon Dr reporting a.rvic.(a)
without having 10 obtain tho apprall.(a prior wrln.n collHnt Tho apprals.(. wrln.n cons.nt and approvsl muat allo be obtained before
th. apprslsal csn be convoyed by .nyDn. 10 tho public through advortlslng, public relations, nows, osl.., Dr Dth.r media,
rr.dcII Meo I"oIm 438 1-13
femt ..... l"onn 10CM8 f.03
APPf\AISER'S CERTIFICATION:
Th. AppraiHr col1ifi.. and Igr_ thlt
,
,: I hove moatehed tho aublact ma"'"t 1111 Ind hlv, 1.11ClId I minimum 0' thr" rlClnt ..loa of propel1ill mollalmllar Ind proxlmlll
10 tho aubjact property lor DDnaIdoratlon In tho ..I.. DDmpartaon analyala and hove mad. I dollar adjuatmont wh.n appropristo to refiact
tho marltot mctlon III lhDH homa of a1gnlflcont varistlon. If 0 algnlflcont hom In 0 DDmparobl. property Ia auporior to, Dr more rlvorobl.
than, tho IUbJact proporty, , hove mad. I noglllv. Idjutlm.nllO reduco tho adjulted III.. prlco of tho DDmporobl. Ind, If I algnl1lcont
/tom In I DD~ property Ia Inf.rior 10, Dr 10.. flvorabl. thon tho l<lbjact property, , hav. mad. 0 poaltiv. .djualmlnt to Incre... tho
adjuIlId 101.. prlco of tho DDmparobl.,
2. 'hov. takon Into DDnald.ratlon tho '"ctora thlt hlvl on ImplCl on valu. In my dov.lopmont of tho ..timlto Dr ma",.t v.lu. In tho
&pp(IIIIl ropotl. 'hov. not knowingly wlthh.1d any algnlflCOl1t Inlonnatlon from tho sppralaol report Ind , bollov., to tho bool of my
knowloclg., thot 011 atotomonll and Inlonnatlon In tho sppralaol report III tN. Ind DDrract.
3, I atolld In tho sppraIaaJ report only my own peraonl~ unblued, and profo..lon.1 analyala, Dplnlona, Ind DDneIusIona, which or. l<lbJact
only to tho DDntingonl Ind IImlUng DDnditlDna apoclfied In thla form,
4, I have no p....nt Dr proapactlve 1n1l...1 In tho property thot Ia tho tubjact of thla noport, and I have no pr,,"nt Dr proapoctfv. peraonll
lntI,"t or bl.. with roapICl to tho plrtlCfplnllln tho tranalctlon. I did nol bu., .Ith.r partlolly Dr DDmpl.t.ly, my lnalyela Ind/Dr tho
..tlrnall 0' nw1<o1 vllu. In tho opprolul noport on tho raco, DDlor, religion, .... handlcop, rlmlllal atotua, Dr nltlonal origin Dr olther tho
proapactlvl Dwnlra Dr occuponll of tho l<lbJact property Dr Dr tho pr...nl Dwnl" Dr oc:cuplnll Dr tho propel1i.. In tho vIclnlty of tho
1Ub)act ptDpIrty,
5, I have no p....nt Dr DDnl.mplalld future 1ntot..1 In tho l<lb)act property, Ind n.lth.r my curr.nt Dr future .mploym.nl nor my
DDlIIpollSItIon for performing thla sppralaolla DDnUng.nt on tho sppralsod valuo of tho property.
e, I wu not roqu~ed 10 report I pred.tormlned Vllul Dr dlroctlDn In vlluo thlt flvora tho CIU80 Dr tho c1llnl Dr ony related Plrty, tho
amount Dr tho vaIuo ..Umall, tho lnalnm.nt Dr I spocI1Ic mull, Dr tho oc:currlnco Dr I .ubasquont ..Inl In Dldor 10 recolvo my
DDlIIpollSItIon and/or .mploymonl for performing the sppralsoL I did not buo tho spprals., rsport on I roqu..ted minimum v.lu.tIon, I
spocI1Ic valultlon, Dr tho nood to 8jlpIllv. I spocI1Ic mortglg. loin,
7. I pertDrmed thla sppraIaaJ In DDnformlty with tho Uniform Standllda 0' Profosslonal Appralsol Practlco th.1 wero ldopted Ind
promulgllld by tho Appralaol Standarda Bolrd of Th. Appralaal Foundation Ind thlt wore In placo .. of tho .ffoctfv. dato Dr thla
sppralaal, with tho oxcoptlon of the dsplllure provlalon of tho.. Standlrds, which do.. not spply, I Icknowledgl thot In ..Um.to Dr I
rellOnabl. Um. for 'llpDture In tho open mlJ1<.t Ia I DDnditlDn In tho d.finltlon of mlJ1<lt vlluo Ind tho ..Um.II' d...1opad Ia DDnslat.nt
with tho mII1<,tIng time nolld In the n.lghborhood aoctlDn Dr thla report, unlHll havo Dlharwts, atoted In the rlDDnclllatlon aoctlDn.
e. I hove peraonally Inapectod tho Int.rior and .xterior or... of tho l<lbJact property and tho oxterior of all propel1i.. IlaIed u DDmparobl..
In tho sppralaal report. 'further col1ify thot , have noted ony apparonl Dr known Idv.", DDnditlDna In tho l<lbJactlmprov.monll, on the
aubJact .11I, Dr on ony .11I within tho Immedlato vIclnlty of tho aubJact ptDpItly of which I 1m .ware and havo mldo adjustmonll for tho..
odve... DDnditlDna In my ana/yIIa Dr tho property valuo 10 tho oxtent thot I had mII1<.t ovIdonco 10 aupport th.m. I have olso DDmmontod
about tho .ffact of tho odvo", DDnditlDna on tho mII1<.tablllty of tho aubJact property,
D. I peraonally proparod 011 DDnclualona and opInlona about tho reel ..toto thot wore ..t forth In tho sppralu' report. If I roIlId on
Ilgnlflcont ptDfoulonal uslatonco from any individual Dr Indlvlduala In tho perforrnsnco of tho sppraIaaJ Dr the prspotatlon of tho sppralaal
report, , hive named such Indlvldull(a) and disclosed tho apocll1c toaks pertormed by thom In tho reconclllltlon .octIDn 0' thla sppraiHl
report. ,cortffy thol ony individual 10 named Ia qu.llfied 10 perform tho toaks, I have nol outhDrlzed anyona to mako a chang, to any nom
In tho report; therofDre, II on unauthorized chango Ia made to tho sppralul rsport, , will tak. no r88i>Dnaiblllty for It.
SUPERVISORY APPRAISER'S CERTIFICATION: If. tuparvlaory sppralaor algned the sppral..1 rsport, ho Dr
ah. col1illu and .g.... thot 'dlroctly auporvls. tho sppralser who prepared tho sppralaol rsport, hive reviowed tho sppralaal report,
.groo with tho atotom.nll and DDnclualona Dr tho spprala.r, .gr.. to bo bound by the .ppralao(a col1ifiCItlons numbered 4 through 7
obovo, and am taking full rosponaiblllty for tho sppralaal .nd tho sppralssl noport.
ADDRESS OF PROPERTY APPRAISED:
6322 STEPHEN S ClmSING
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Signature:
Namo'
Dill ~Igned: ClUSt 21. 1996
Stoto Cortlllcatlon .: GAO00343L
Dr Stoll LIce... " RM035031B
Stoll: PA
EJq>Iratlon OltO of Col1ifiCItlon Dr Llcenae:
SUPERVISORY APPRAISER (only II raqulrod):
SIgnature:
Nlm.:
Olt. SIgned:
Stoll Col1illcstlon "
Dr Stato LIce... "
Stoto:
expiration Olio of Col1ifiCItlon Dr LIcense:
o Did 0 Old Not Inspoct Proparty
fIrIdlIt MIO fIorm 4.31 f.t3 ,.,..... .... Potm '0048 H3
"TOTAL- ~ IOftwwe br. II mode, rc. t<<lC).1UMOO!
P.loIl
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Register of Wills of
CUMBERU.ND
County, Pennsylvania
INVENTORY
Estal.oI JOHN B FORTIER
No, 1996-00167
also known a.
DII.oIDuth 12/01/1995
,D.c....d Social S.curily No. 385-44-5155
MARGARET H. FORTIER,
P.rsonal R.pr...ntallvo(a) 01 tho lbov. E...t., dec.lud, v.rily thaI tho kems Ippelring In tho IDlIowlng Inv.nlDry Includ. IU 01 tho
personal ....II _..var dUll. Ind aU 01 tho ,,"I ....1. In tho CDrrrnonw.llIh 01 Plnnsytvlnia 01 said D.c.dlnt, thaI tho Vllulllon
plac.d opposk. uch Mlm 01 said InvantDry ..prl..nIs lis lllr vllu. I. 01 tho dll. 01 tho Decld.nt'. death, Ind thaI Dlced.nt owned
no r.ll.stal. Dullld. 01 tho Corrm>nwollIh 01 P.nnsytvlnia "Clpl thaI which Ippel..1n I memorlndum II tho .nd 01 this
InvantDry, I/W. varily thaI tho stallmenls mad. In this InvantDry or. true Ind correct VW. und.....nd thai fllso slIl.ments ho..1n
"" mad. aubjocllo tho penahle. 0118 PI. C.S. S.ctlon 490-4 ..laling 10 unsworn lalsiflCllllon 10 IUlhorillos.
Nlme 01
Altorney: MARK R. PARTHEMER
P.rsonal Rlp..slntativ. ~
S9nalur.:~~P ~~
GA H. FORTIER
S9nalur.:
I.D. No.: 50875
Add..ss; 315 N. FRONT STREET
Addr.ss; 6322 STEPHEN'S CROSSING
HARRISBURG. PA 17108-0741
MECHANICSBURG. PA 17055
Tllephone: 717/790-9426
Dllld: 10/ /1996
T.lephone: 717/236-9377
D.scrlpllon
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Vllu.
(See continuation page(s) attsched)
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(Anach Iddhlonal sho.l. W necessary)
TD..I:
NON~:
NOTE: Tho Mlmorlndum oI..ll.s..l. Dubld.tho CDrrrnonwullh 01 Plmsylvlnla may, II tho .lectlon 01 tho personal"p..slntaUva,
includl tho vllu. oIlIch kem. but such f'9u", should nol be .lt1lndod 1n10 tho 10..1 of tho InvlntDry,
Preplfed by the Penrwytwanll elt AatodItlon
Copy'l9hl(c) llN'OImooflwllu"'r CPSytI....,tnc. Form 'RW-7 (11Il)
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LAST HILL AND TESTAHEN'I'
OF
JOHN B. FORTIEn
I, JOHN B. FORTIER, of the Borough 01' Mechanicsburg,
County of Cumberland, and Commonwealth of I'l'lIl1sylvania, being
of sound and disposing mind and memory, and lIot acting under
undue influence of any person whomsoever, do make, publish, and
declare this instrument to be my Last 11111 "lid Testament, in
manner and form following.
FIRST: I hereby expressly revoke all Hills, Codicils
and testamentary writings of whatsoever kind nnd nature hereto-
fore made by me.
SECOND: I hereby direct my Executrix to pay all my just
debts, expenses of administration and funeral expenses out of
my estate as soon as is practicable after my decease.
THIRD: I direct that all estate, inhoritance, transfer
legacy or succession taxes, or death duties, which may be
assessed or imposed of, whatsoever situate, whether or not
passing under this my Last will and Testament, including the
taxable value, if any, of all policies of insurance on my life
and all transfers, powers, rights or interests includible in my
estate for the purpose of such taxes and dutios! shall be paid
out of my general estate as an expense of admin1stration, and
without apportionment, and shal1 not be prorated or charged
against any of the gifts in this will or against any property
not passing under this Will. In the absoluto discretion of my
Executrix, hereinafter named, she may pay such taxes
immediately or may postpone the payment of tho taxes on future
or remainder interests until the time possession accrues to the
beneficiary or beneficiaries named herein. My Executrix, may,
in her discretion, arrange for extension of time for the
payment of said estate and inheritance taxes, and any interest
and/or penalty incurred on any such taxes, whother or not
resulting from such extensions or postponements, shall be borne
by my estate as an expense of administration.
FOURTH: AIl my property, real, person"l and mixed, of
which I may die seized or possessed, or over which I may have
the power of testamentary disposition, of whatsoever kind and
wheresoever situate, I give, devise and bequo"th unto my wife,
MARGARET H. FORTIER.
t'f. h', bh-
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FIFTH: Should my said wife, MARGARET H. FORTIER,
predecease me, or should we die at the same time, as the result
of the same accident or disaster, or during a joint last
illnesS, or under circumstances that are such that the order of
our deaths cannot be ascertained with reasonable certainty,
then and in any of such events, I hereby give, devise and
bequeath my entire estate in equal shares to my sons, WILLIAM
ALLEN FORTIER and RICHARD COLLINS FORTIER. In the event that
one of my sons shall predecease me, then it is my wish that his
share of my estate pasS to his children, if there are no
children then, 50% of his share shall go to his surviving
spouse and the other 50% of his share to his brother.
SIXTH: It is my intent to establish a revocable Living
Trust to provide for the appropriate conversion and
distribution of certain assets including my collectibles. If
such a trust is in existence at my demise, I empower my
Executrix, or her successor, to transfer any such assets to
it. My Executrix shall have full authority and discretion as
to which items, if any, are placed in such trust. To that end,
this decision shall be final and determinative.
! "
SEVENTH: I hereby direct that all estate, inheritance,
transfer and succession taxes that may be assessed in
consequence of my death of whatever nature and by whatever
jurisdiction imposed, shall be paid out of the principal of my
general estate to the same effect as if said taxes were
expenses of administration.
EIGHTH: I hereby direct that my Executrix, or any
successor as named by me herein, shall not be required to give
bond or other security, required by laW or otherwise, for the
faithful performance of her duties.
NINTH: I hereby give unto my Executrix and her
successor, hereinafter named, the fullest power and authority
in all matters and questions pertaining to the administration
of my estate,
TENTH: I hereby nominate, constitute and appoint my
wife, MARGARET H. FORTIER, of Mechanicsburg to be the
Executrix of this my Last will and Testament with all powers
and authority to sell, transfer, and convey any and all of my
property, real, personal and mixed, which in her discretion she
may deem necessary in order to pay my debts and liabilities or
to effect distribution of my estate in accordance with this my
Last Will and Testament. I hereby nominate, constitute and
appoint my son, WILLIAM ALLEN FORTIER to serve as successor
Executor with the powers as set forth herein, should the
Executrix be unable or unwilling to serve. In the event
WILLAIM ALLEN FORTIER is unable or unwilling to serve, I hereby
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appoint my son, RICHARD COLLINS FORTIER as contingent successor
Executor.
ELEVENTH: I he~eby give unto my Executrix and her
successor, hereinafter named, the fullest power and authority
in all matters and questions pertaining to the administration
of my estate, executing the provisions of this my Last Wil1 and
Testament, including but not by way of limitation, the power
and authority to deternine all doubtful questions which may
arise in the construction of this my Last will and Testament.
I further hereby authorize and empower my Executrix, or her
successor, pending settlement of my estate, to sell, convey,
mortgage, lease, exchange, encumber or otherwise dispose of any
and all of the property, real, persona 1 or mixed, at any time
belonging to my estate, either at public or private sale,
without prior approval of any court, and at such times and for
such price or prices and in any such case upon such terms as
they may think best in their discretion, and I authorize and
empower my said Executrix to execute, acknowledge, and deliver
to the purchasers, grantees, mortgagees, vendees, assignees, or
other persons, such contracts, deeds, mortgages, bonds, bills
of sale, and all other instruments of writing necessary or
proper without obligation upon the latter to see to the proper
application of the proceeds. She shall also have the power to
compromise or otherwise to settle or adjust any and all claims,
charges, debts and demands whatsoever against, or in favor of,
my estate as fully as I could do if living. She shall further
be empowered to carryon and conduct any business enterprise in
which I may be engaged at my death, to retain any assets,
including stocks or securities which I may own at the time of
my death, pending the settlement of my estate, without regard
as to whether or not such assets or securities are legal
investments for fiduciaries. Pending settlement of my estate,
she shall also have the authority in his discretion to convert,
sell, exchange, or dispose of such assets and securities either
for cash or for terms satisfactory to them and to acquire other
assets without limitation to securities or investments as may
be declared legal for investment of trust funds. She shall
further be empowered to borrow money, and to pledge assets of
my estate as security therefor, for the purpose of paying taxes
which may be levied upon or payable by my estate in accordance
with this Will and in the event that funds in the hands of my
Executrix, or her successor, shall be insufficient to pay such
taxes, and if, in the opinion of my Executrix, or her
successor, it appears that conversion of securities and other
assets, real and personal, would then be made at a sacrifice.
TWELFTH: In the interpretation of this will, all refer-
ences to the masculine gender shall include the feminine, and
references to the feminine gender shall include the masculine.
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THE SENTRY POST
222 ASHWOOD RD,
VIIJ.ANOVA. PENNSYLVANIA 19085
61Q.S20,1283
61Q.S20,1284 FAX
J. CRAIG NANN OS
& ASSOCIATES
6322 Stephen's Crossing
Mechanicsburg, PA 17044
12 Aug. 1996
Dear Mrs. Fortier:
I am sending the enclosed listings and appraisal of the
mi li tary collect ion of Mr. John Fortiel". The collect ion
has been divided into three specific areas of concentration.
and they are as follow:
a. Actual military artifacts. three dimensional
objects. This grouping is a listing of nearly
2,000 entries of actual objects.
Total value:
$ 61,016.50
b. Military insignia and related artifacts. The
individual examples, photo albums. or framed
groupings <riker mounts) are listed by the
box or bag they can be found in.
Total value:
$ 14.385.05
c. The last category is a listing of books, manuals,
I"egulations and I'elated paper materials. This
grouping is listed by the location, in your
I"esidence. whel"e the item can be found.
Total value:
$ 4.417.00
As can be seen from the enclosed listings the values of
th~ three categories comes to a grand total of . 79,818.55.
[l"callse the natLlt"e of. this collect Ion consists of a vilst
quantity of small, though interesting artifacts. one can
pl.:\ce both a I'etai 1 OIal"l(et value on the material as ~1C!11
as a wholesale distl"ibution value on the total grouping.
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Keith Arnold
72 Country Court
Landisville, PA ]7538
August 28, ]996
Peggy Fortier
6322 Stevens Crossing
Mechanicsburg, PA ]7055
Upon request, I have assessed the value of the train collection held formerly by 10hn
Fortier at $36,676. Due to the vast number of items, I had to value them by the boxful.
Any single items recognized in excess worth of$200 were noted and labeled by Peggy's
son, though their worth is included in the collection total.
/. ./cerelY,
/r:v! J d~1t
Keith S, Arnold
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FIll No. ~utC.I.'JJSK
8/20/96
J~ FAICI!:l'm - APPRAISER
73 W. Hl\IN b'=J.'
MI!X:Hl\NICSBlJRG, PAt 17055
HIlS. l:OKI.'.LI:iK
6322 5'mI?HBNS CROOSINJ
r-mmNICSBURG, PlAt 17055
Dear Mrs. Fortier,
Pursuant to your request, we have prepared an eppraisal ~"J.-'o"oL of the prcperty
captioned in the "~of ~Hent Features" which follows.
'DIe llCCCIIpIIIlying report is based on a site i.nspeati.on of inprovements,
.investigation of the subject neighborhood area of influence, IIIld review of
sales, cost, IIIld !n::ana data for similar properties.
'lbis appraisal. has been IIlBde with particular attention paid to ll[t'1icable
value-Wluencing econani.c ccn:lit.i.a1s IIIld has been processed in !lCCOItlance
with natia1a11y recognized appraisal gui.de1i.nes.
'!be value conclwdons stated hemin IlJ:e as of the effective date as stated in
the body of the eppraisal, IIIld contingent upon the certification IIIld limlting
ccn:litions attached.
Please do not hesitate to contact lie or any of my staff if we can be of
lldditicnal service to you.
Respectfully,
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.
iV'ttt~"',(.:'(_f~~;' "Jit~'-~'0';-"";" ,,~...~,:~<; :f";..t> ......!.. ;:r~:;."t - J..'....-:"\;A.,t.,~\"_,.'<:~:..,..,. _" <<';~>'-':'~" Y'~ ~:":''''''',..,:~ 'c,.' ~-.';.
~tJj~{$;\ ~~. ?<:.i( [;*::;1 ;,/"rL?~/'l-J.;'i;~'~f;'?.~,tfk[Y ~..~/;~<'';)'Y:v,:J;J~''I':~i ~ pJ"r j ;-'\";f,t:.;t-'~<'f~:'/:t';', ,;: '_':' .---~'. ::. " -:"
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n f'~f: ,"", ......,..,....."N.,,,,,,,'.,,_,.~.;~.._..'.. ,_,.......-',~..<.,~~. ,,': .,..........,.,.<<..".,.." .
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SUbJect Addreaa 6322 S'IEPHEN 5 CROOSINJ
Legal Description BOOK 340 PAGE 984
City ~CSBlJRG
County ClIolBERLAND
State PA
Zip Code 17055
Census Tract 0114
Map Reference 10
Sale Price
Date of Sale
$ MK'l' VAUlE
N/A
Borrower I Client
Lender
~0lu'.Lta(
EOKi:.IJSI(
(96)
Size (Square Feet) 2,464
Price per Square Foot $ 81.17
Location WE5'lUVER
Age 23
Condition 00:>0
Total Rooms 8
Bedrooma 4
Baths 2.5
Appraiser JOE mcerm
Date of Appraised Value 8/20/96
;. i:::;,>';;.<..;.' ~.. l' . <,- /. ' '" ",. ' ) ,," ,~ ,< _,
~,~J~~!\~~~m~~:,~~ ,ya~~:)A~~JPO: ":::':'. ;:;;~i:i;(.;,,:,~:;[;'.;,,:::::;,;r'::'}i,,'y,.:;,
JOE li1II!E'm step-x-6
m. 'D_lIon UNIFORM RESIDENTlAL APPRAISAL REPORT Fllo No, tUK'l'ltl<
I -....... b:lLl S co. [IRG ..... PA Zlo Codo 17055
.,....;"'- trr"IIl~0~9B4 """'"
I.I--.,,,",,No. 10-18-1323-023 T..v.w1996 AU...... 1 618.80_....-"'0. N A
~ - FURrIER C4mnI """" FOOTIER """'- I X I"""" I Tent'" r V",,,,
~'-.......- IX ......... I I.......... I I PUO I I Candom.....IHUDlVA...,1 HOAl N/A.....
o cw_~ ......._'n C.,...",,,,, 0114
.< ....- . ~ 0...01.... N/A """-"'01"'" ......"........,_N/A
, ~""'" IQ61....... 6322 PA.
1- JOE FM.CE:l'l2\. ....... 13 RAII.I1CW) AVE. CAMP HILL PAt 17011
~Ion Uobon ~......... 1-..... Prodomlnant Slngl. lomlly houolng P_tlond UII " ~nd UII cha~o
. ..... :x Ow<7l" f- 1S-7l" I- """"II" _DDCUponoy ~~ = er.lomIy 100 [XjNolO<oly UlH~
_.... - ~ .- I- - Ji """" 155 low io ."lomIy 0 0....-..
1'lopotIy- :it -""'" I- - t- ""**'lI _ T....... ~:~50 .....~..........., 0 To;
~ 8hol1aot Pl .......... t- Ow<....., ] V-OIl>8"1 .&domln.nt ~ 0
........- - """".- Ix ..._ Ow<O_ v..,_.". 5 t 0'
NDto: R.co and Ill. racial compoolllon 01 Ill. nolghborhood aro not appralaall.ctora.
.~ -_.""'- .~..- rn
~, . SM!;A 3240
N ~-- ..~""'; ~- 01.. -.... ...=-'"';]lPo.....," -."';{"'" "'" -~ ""'ri;" _, _~"......~ cuI:
~,.I Mll.1m~ IS ~ OF PAt
1l1SCHOOIS J\ND ~? C01Y"'lDV ? (,.AR
lllAIiiM. A TAX RlI.<:1:' lJTTm A G:XlD MIX -o!lL TIlT!': 'lWP OF
g.
SCJrrJT ,
OF PAt J\ND
EXIT.
~~ wrrn ANn
'if
MerMI conctlIonI ., ... -..bItd ~ ~ -.,ppott lot ... lobo", 0'Jtd.l1bnt "II~ b .. hN of proptfty vWt.. dttnll"d'WppIy. It'd mw*'g hf . . IUCh at dew on
:n;- -- '" ~!':.. ;;;~~~Ion 01.. "'~.,"'" "'" ~ conoo~: ..~Wft THR
rn;o 'llIE
lIS
, WAS
A.~ A
~
A.~ PRR
2-2
,t PtoJOCIlnlDITIUIllon 101 PUDo IV _I, , .. .. __ " ""*'" 01 ... Homo """"" _IOn CHOAlT UVn U'"
U, ~"""'_0I_""'""",,,,,,,,, ~"""'_0I_"'................""""
DlIatIt ClOtMlOl"I MmentI and recn.1oMI ....1:
"'- 11e; M/T. T~ ~.
....... 12075 Comtt... l.XJv.. D... .... 'l'VPI(,.AT,
_""""4_""""'_ ~T. ......
'-........... [X]....;-'Fi....."""""""'C~.........1 U- UNo""""4 _
I.....~.bo~....._ 'rXr'':''_... 'n'..,."...,..,..,,, _ cmD
II: UlIlIlI.. P\lOIo'" orr..lI. ImptllYBmonta ,.,.. PWo "'!!!.. ~
I, -, ...., ASPIIAIll' _ _..,.......
t -
II Clta ~ cx:JN:RJm;: _ _.._ ~
j,'! w.... ......... cx:JN:RJm;: _ ...... _ _ H..... An. U v.. lXJ...
:if ........,..- ....,Iga N:JNE ...... z- X ",p D... 3/2/93
'.\~ .-..- 1- rum - .............. 420360 0010R
~ C<<nmonIaC--.--___...."'...ltllIlcwlogtl"""""""'''''"''4...,...I: 11JTTT,TTi'
iff RV rG: tom' ThI A Fl1XD OR Ll\ND SLIDE AREA. -
.]
~~ QEN!RAL DEaCAIPT1OH.. OOEAIOA DESCRIPTION FClVNOATtON BASEMENT
;~ No.oIUMa 1 -.... R1'lY'K IlIIb An'Sq.l'l. 1.?1?
~ "',01._ 2 .....w... tm= "".._ ,,_ 25
~~l ,.,.. (DIUM) ........... lYMP -- FUlL' "*4 TIlE
"'CO",,) , ~ . .......... ..... ..... N:f w...
~ -,.,.. ......... N)'rr"~"""
t /oqI(VII.) ?1 .- YES .._ N) ~",,-8n>y m
I: e_.... (VII.I 6 .."",-- N) _Ion N) VIS.Srrn
~::::. '"- u.r. ...... """'" ..., ~..... .... ""'tn. ......... · .... l.tundry ... An. ""1 ~232
o ....., X 1 1 1 1 .5 X 1. 232
I~. 4 2 1.m
~ ........ .... - ..... """"'" 8 ......: 4 ........1.,: 2.5 ..t>(": 2.464 ....'" ...,., -. u.r. AI..
I~, OR, MeAlOR ...~.___ H..",O IUTCHEN eoulP~ Arne ~ AIl...mu """1 CAAOTOAAoe, YES
, v, ,.,... - ,/AVG"'" F7\ ...~.. ~ ..... _'11 ..... 0
4 w... ...... GI\S - ~..... := P... REAR 2 0...", I.'""
'! T_ 'lNSb.. Can<IDon AVG - ~ ............. A_ 2 CAR
'N .."..... JlN::z. COOlJNCI YES ....... I] - tx...... "'_ SIDE-
.~ .." W,,"- ~ CtnnI YES ~"'..... ] """ _...... ......
~'-. ~... -..-....... -- """""
& Can<IDon AVG w........... Ii - _.., 4 CAR
~ _.......c-~~t...._~ CAR ~ = J\ND oor WA'lER. REAR 10X16 OJVERED 0 ~O 10X1/i
o
O. CctdIcn of... hlC)l",...-ntllll. ~I:ln ~ ~ Iind.........",...... nNC:Itd, CJl'" 01 ~ tIl"I'IOdI&~... .a.:
II ...h"DI~A' '........R - IR no ' ,~ fN' " of
~ I"hRn 1 '"' I R I R for of this llO8 AM ""'10 1 U-,1.
,~
18' AcMtM "'''OiI..,..ltII cord'IOnIlluCtI ... bI.It not In'IIIed ", h&zwdcu, ....... bd::l1UblWlaM, In) pt9W'iII In "" tnpI""I1loIl-' on '" .... 01 In .... hw'Mda1t WJrIt't 01 ....
It~, .........-.,: Nooe nrn-Ari
lNllUt.ATION
Roo'
0.'"'0
w...
"""
.....
.....--
-
IX
. or
step-x-6
. VolUIIIDn 8oollon. UNIFORM RESIDENTlAL APPRAISAL REPORT FII. No. rlJt{!'ltJ<
, I UTNATID IlT1I VAWI .......,.. .. .. . .. .. .. .. .. .. .. .. .. .. .. . · 44.000 Commonto on Co.t App/Doch (.uch n, IOU'" 01 coat ..timot., .It.
. .......TID oll'llClClUCT1ON COIT-HSW.QP "'AOV"'!NT8: ..Juo, oqul" loot eolcul.tIon Ind for HUD, VA Ind FmHA, tho
. ""*9 2.464 Sq.... It 55.00.. 135.520 ..timllsdromllnlngoc:onomlcliloDfthoproporty):saJRCE OF
· 1.232 Sq.... It 12.00. 14.784 a:srsl Ml\RSHALL SoIIFT VAWATION SERVICE
I FIN BASE.. &1JlRTCK p"TTO. 12.000 AND IOCAL cnmwJIORS.
~ ---4QQ Sq.... It 12.00 . 4.800
TottI_CooI_ .......................... 167.104
a .... ~ ....-... ........
Ai "-""" 16. 71d I .. 16 710
"-"ItdV....oI......_.. ................... .......... 150 394
.AH"V....oI........._.. ............................... 8000
INDICATI!D VALue BY COST APPROACH . . . 202.394 ESTIMA'l1ID REMI\ININ3 EJXN:MIC LIFE-54 YRS.
'i rTnI I SUftJECT COUPARA8U! NO.1 COMPAAABLI NO. 2 COMPARABLe: NO.3
I~.~ 6322 5'1'EPIlEm CImS 6122 STEPHENS CImS 6177 smI'HENS c::FlCSS 1106 W lWDERHORN
,,_. '~~~~ --= PA. _. PA.
....-"........ .1 MIlE .1 MIlE 2 MIlES
1. .....- . MKT VAllJE . 205 00 ~~l
,...........",..,... 11I.83.2011I ~
it D.......... rn:u-&:!'llll MrS & CXXlRl' MIS & CXXlRl' MrS & CXXlRl'
v.-"" ....... CXXlRl' HaJSE
\
J! VALue AD.AJ""'''''" ~D"CAII'TlOH De&CAlI'TlOH I. ,.,. ........... De&CAII'TlOH I. 1-1' .......... DfSCAJI'TlOH
g ..... ..1'NncO>g SETl' CXlN: 0 SETl' CXlN 0 SETl' CASH
eo.-a...... 26 IXM 0 23 IXM 0 46 IXM
. 0...01_ 6/28/96 0 7/09/96 0 6/06/96
Looo"" WE5'roVER 0 WESTO\/ER 0 HAMPDEN ffl'S.:
..-...... FEE FEE 0 FEE 0 FEE
... .27 l\CRE .29 l\CRE 0 .24 l\CRE 0 .36 l\CRE
- AVERAGE AVERAGE: AVERAGE 0 AVERAGE
.'. "'oIan..........~ 2 SlORY 2 SlORY 0 2 S'ICRY 0 2 S'ICRY
~ ....,~oICono..-. ALlMINUM IIT1N/BRICK -1 000 AI1JMINlI.l 0 BRICK
J./.I... 23 14 -1.800 14 -1 800 9
I. Conoft>n GXlO GXlO 0 G:XlO 0 GXlO
?j Abo\lt Gta61 Total : Mm,: 8.... Total: Mm,: Bah Total : 8ctm.: 8'h Toltl : Bdrm,: 0.",
g' -'eou.t 8:4 :2.5 8: 4 :2.5 8: 4 :2.5 8 4: 2.5
II 0I0ttu.m.... 2.4641l<L'" 2 4641l<L'" : 2 4641l<L" : 2 5401l<L": -1 520
p 000
A ..-.......... FULL FULL FULL FULL
-..-..... 25% FIN SIMILAR 0 SIMILAR .5BA -1.500 UNFIN. +3 000
.Ii - u-. TYP FOR AGE TYP FOR 1\GE 0 TYP FOR AGE 0 TYP FOR 1\GE 0
s, .... GF'JI/C 'AC HP/C 'AC 0 IIP/C 'AC 0 C 'AC 0
o
!! .........-..... TYPICAL TYPICAL : 0 TYPICAL 0 TYPICAL 0
11 - 2 C AT!' GAR 2 C AT!' GAR 0 2 C AT!' GAR 0 2 C A'lT GAR 0
li.j """""",DtcI<. erN PAT, PAT SCR l'CfC,PAT: -1,000 DEX:K +500 PATIO +1,000
~ I _.1,.... 1 FIRE:l'IJ\CE 1 FIRE:l'IJ\CE : 0 1 FIRE:l'IJ\CE 0 1 FIREPI1\I::E 0
It ......., _.... N:lNE PICKET mta: - 1. 000 N:NE 0 NJNE 0
~: NI'" + .:. 4.800~.:. 2.800M':' 1 320
---
01 . 200.200 . 202.200 . 194.680
CommInIo on ..... Comp..- ~ lit oubjtc:l_......_" '" "'~ ....1: AIL o:::MPS Sl\ME 'lU-INSHIP AND SCfDJL
OIS'lRICl' .
AIL o:::MPS SIMILAR STYIE AND CXllSlROOl'ION. rmr EMPIIASIS PI1\CED CN o:::MPS jj 1 & # 2. CJ:.a)EST '10
'mE Sl.lBJEm'.
SITE VAllJEI
l\RFA IS BUIII1' UP AND HIGHLY DESIRABIE. IJ:Jr
VAllJE EXCEEI:6 N)RMl\L GUIDELINES OOE '10 TIlE
PREMIUM OF rAND IN 'llIIS l\RFA
1.1-1...........
o
.0
o
o
o
o
o
o
-1 000
-2 800
o
J
fi
,):~~
n BEST o:::MPS AVAIL!\BLE FOR Sl.lBJEm' BErro APPRAISED.
~~-<
~ rTEM SUBJECT CC>>.!PAAA8L!: NO. I COMPARABU! NO, 2 COMPARABlE NO.3
<\ D..., - ..... D... NJ PRIOR NJ PRIOR NJ PRICR 00 PRIOR
'i' .......,........... 5AIE') wrni- 5AIES WITll- 5AIE') wrni- SALES WITll-
if .......""01_ IN 1 YR IN 1 YR IN 1 YR IN 1 YR
.~ AN".. of tn1 camnI avMnWlI of NIt, opton. 0I1dng 01 hi IUbttd Pf'09tItr w ~ 01"", p10t ... oIlUbted and co.~ ~ on. )'tit 01 I'll de'- 01 ~;
NJ VAllJE GIVEN '10 ANY PERrotlAL PiU'tJ<'!'l' '1lIAT MI\Y cnM:i'.
'"
~ INDICATED VALUe BY SALes COIIPARISON APPROACH ......................,.
I't INDICATI!D VALue BY INCDIIE APPROACH 11l_1 .....Itd............
'. ~_....... X...... I 1._""'_-.__..__.....
. C<<dbw 01_ NJ CXlID:rTl(JN.
,
. - """'-- All 3 hes to value were ccnsidered. Incare not suitable for this
g sale. r.bst sis- nlaced al the Market Data h which is cIeemd m:u:e reliable. '!he cost
~lllIDroach was used as a cross referen:::e.
c' The p.wpoet of .... IwMaI II kI ......... .. "''''''' *'" 01 fit N" pIOptrtf h. .. lit IUt;Id 01 .. rtPOtt. bI.Md on .. Itoo4 COI"llft:)ne and Iht ClItIbIOn, ~ and ~
;11 -. ...........,.......- "',... 1It1td" "'.- -.... _......,.,....... _ 'COl. 1_ 6/93 ).
I (WE) ESnllA Tl!THE IIARKETVALue, AS DEFINED, OFTHe REAL PRDPERTYTHA TIS THE SUBJECTOFTHIS REPORT, AS OF 8/20/96
, (WHICH ISETH~e DATI! 0fif"PPECitJAND7 THe EFFecnVE DATE OF THIS REPORT) TO Be. 200.000
I: APPRAISE ~ SUPERVISDRY APPRAISER (ONLY IF REQUIRED):
oil ......... ~ IL ......... 0... ODldHoI
.t.l. N.... JOE F7\tl'\ ~ 1\ . '" N"", "-' P_"Y
~l 0...__ \ 6 0."__
li .....~"". W00343L .....PA .....Ct<*o"".
h~ "".,........_. nm1Ci011D. IIlfo.PA nr.fIl....I-..........
. . .. .. .. . . . . . . . . .' 200 000
"",, . aoo. .... "- . . N/A
U-""'"""'''''...............-......
"""
'. I ):~-< :
~h,J~ ~ .',
llll.J ."
...-"" . <.J '
i ~, r ~;l:- -tf.-:- - - -.---.
I ~ ~ ,.J:l '... ...'"
\1 ;.--...' - .'" ".11 ~' "1
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, .. \ 'I) 'F"l' \ ~ .. \~.\ - ~
., ~ t / ~ I" '. I. :.0
~ ~ . LJ "
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. ~ ,. ... y Iii~ ---:...-'\} Z ~ 5 ;:~' ',t;.~~~~"
· '''''t ; f / '.. , \ J~'A\
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'..... ... .. - ", ,,} . \"-
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~ ~8" ~., / /~ ;.~, ."'&~ \!.~;1 i r- ~ .. ) 4 1\ .~.:j<: ~
"'1 h:t r ".~\.. ~ . 7 .. .~':1" 04 Ct.';"~Qif ~
.~, j~; ~~,2",~:'; / ~~:i ~~t+.. ;~. +>~- \I , }: "C" ..';"::.~' '...
.... ~, l.\'q. . ! .';, ,. !J'~l \~.... i:l\
....., ".< ~ .~.\ ~ , ,'. ."." I ,\\
.. ~ "E'~" ,_1"" ..... .~~)/ ~ \ . .,..y n"''''s.lv's.,;~iV Y2'\,\
j , i/, .., 1""=/ ". '~,,,\jl' \.i:fr.-::"":"~;J'
~I~~~" ~.. ~/ ~ /'~ ~a8'~-/ '," 'i =..... 7'0 f-
o nrf . ~ ~ "'~ ft; :0 i '-... ""-.L. AlIeA"AI,->lf.-
\\ r 'u,....:r.J((" -) " t c ~, ~
f "Ii: r ~~~ . ":r ,. ~ '.?t-... -~-~t-
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C ",\B " """I~ -.;;~~ ~8 - f d ~ Ili . ., ~
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~ F- ~ ......1. ..~n ...... "'~ /_ nil \ ll. ';..\
~
. o.
m ~!1 " ~ ~ ~ 0 ~' !I:l ''''Je, ~ ~~
&- · = "'....,, '" -A \I 9i IC ~ " "" ~ " '\ ;. /, .;
if ",ilO' ,''''1Iott II. J' ..(\ ..') ~ , \.--.--1.... "" _\ ' ,"
... LI l1__. ~ .......J~,1f;t,....~
f ~ f. ~; ,. )06'" . ~ ""''''' B _,''''', ~ !l~i -.-+--.
ra ~ ; f-.. ~. I dJ I.{::::, ~ .'~1t1. II '.?( '. ;,;}, _ ~
." ... ""';r. '" " ~ r--" I> ~ .U/'/l li ~ ~J "1>.., >.'
"4_~~~~~~) . ~.....-rii-.l t"'/"r I 1:1: -~e. -l'
~~~~y, ...-;:{ - . ru A\' il., ~ ~~ ~~. "':.;
:~ .""Y;'~Y\t' ".. '-;< 'i / II' -r--'-~~': . :,,::''::t:';;:~
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,. - to .., iC.do~~., PO\... '-, \ B""::
~ ~ ..... ~l ,...... ~ '41 ~~ '~t'iI_ . -'I. ,,:,i \<~..,~), ii''''
~ " rJllO' - &T' ~ P)r.c: \~~~~,,;~ /'" -~ ..... f ~'~"'?.. .11"" i. ,
~ _ot._"'.___.... ._..... ".1' ."
"';"";-'::t!"'" I ~
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PHOTOGRAPH ADDENDUM
Borrow.r/ClIsnt FORl'IER
PITlDSrtv Add,s.. 6322 STEPHEN S ClmSINJ
CI MEOlANICSBURG Coun CUMBERLI\ND
l.nd., ~0K1..Lta( 96
Stats
PA
~,'i.".:;:;.;.',;'.~. 'f. ",,",' ," . .t.", . . ,'" ." .'. 'I' ,', 1
~;t'~.'.:\.. '" '..~ ",::,:.::;:.:f'~,;,~:~,::,:
:~~~:'n.-- : r,..... ..:J..' "':.. .' .
~~~ -; '" 'j Of ["', . , .... :......~/:'~:. : :.~' :"!\f:~.~::..t~r;.~~.~'::~~
~1~~~~~~~.i~~~'2~~~~;';:::\:~ ';;_:;.~~~.';..;. ,;.~r~ ,-:,'. .:...~ . "',. ','~' ',' '.\.: .. . .; :. . ,. ,1, ," ..;. ,:''!~~:.:',:;';,!~;:
~'~iJ..~I.II.I"'_;I"",, '.'.'1 : '~"t\"'";,,,:,,""" . ',.' ..".'': ",,1'- .... '. . . .,'",. .. " . . . . :,: ,'I ,'. ',~ ,4"- ." "....1"...'1..;..
b....i'. .,f~:....,;I....'i;,'~1!'f:\...t :~.; " .~ol"" ".,:'''':~\'. .~.': ,;'", . '; . . '~.' ;..;'," " ',. ;". f'," . ,:7.' ,"': ",r <....~~-:.:-'... :'"."1'
~,\)?}~.~.t\:I"".:t.t~'\.." "r'!:::I,.....,;....i:....~ -1-. ,." :.:'.; '. '. .......; '..: :'.. '::'.' I~ ~:~'" ....". ...~.,!"~;......~.,::\-:;.'~..~r.l
I) .,gJo}l-l:~~p~;. !tj'I'\'~"' I'.,;, ....' ,.... '.,. '. ....,. . ,..... "':..' '~'. .- ...... '.~, ..... . -.'.. .. .. I~ \ .'~~" , ::'-1:tI..1 ".
Ii ~,."(,:~rl';...~~:~.~~:~:~t.~..f~g~,,~t:'.:.~ '~; ::~~,:';j:. ::(;_;~:{ :.:: ~,~'..' ;....~i};.~..\ ,'.f ~~I'.~; :.f~~' I. .;~ ;.~ 'i.:~.....d~~~~I~\.~.:~~~~\~.
.
Zi Cod.
17055
CGlPARABLE # 1
6122 STEPHENS CROSS
MEX:Hl\NICSBURG, PAt
CGlPARABLE #2
6177 STEPHENS CROSS
MEOIANICSBURG, PAt
CGlPARABLE #3
1106 W l'a'IDERIIORN
MEX:Hl\NICSBURG, PAt
, .
CEFINmON OF MARKET VALUE: Tho mDtl ptDbobIo prlco ""Ich . proporty .hDuld bring In . COm;JIUUv, .nd open
markot under aU oondltlo... roqultlto to . ftlt tal., the buyer and ..lIer, ..ch .ctlng prud.nUy, knowledg..bly .nd u.umlng the prtc. I.
nol .ffocted by undue .Umulu., Impl1cllln thIt d.lInltlon It tho oo...ummollon 0' . ..I. u 01 . apoeJned d.l. .nd th. pu.lng 01 UU. lrom
..lIer to buyer under OOndlllo... "".rolly: (I) buyer and ..ner .It typIetlly motivt!ed: (2) both p.rII.. .It 10.11 Inlormed Dr 10.11 .dvlud,
and .ach .ctlng In what h. oo...Id.1I hit own be., Intoro.~ (3) . r....nabl. Um. It .llowed for .xpo",re In th. open m.rtI'l: (4) p.ym.nl
Is moda In I.nne of euh In U, 6. dolltll Dr In tonne DllInandal 'rrlng.mtnll oomperable thortlD: .nd (5) th. prtc. rellr...nllth. norm.1
contlderallon for th. prop.rty ..Id un.fftctod by apoelal or creative 1In.nelng Dr ..I.. cone...Io...' granled by .njOn. ....el.led with
the ..la,
. Adjulbn.nll ID the comparabl.. mutt be mad. for epoeJ.1 Dr er..tiv. nn.neIng Dr ..I.. conc:o..lon., No .d)u'bn.nll .re nee....ry
lor tho.. 00.11 ""Ich .It normally peld by .oI1era u . roauh Dr tradition Dr Itw In . m.rtI.t er..: th.u CO'" .re rudily ld.nUnabl.
.Inea th. ..IIer payt th... COlli In vI1\IaJIy .1 ul.. tranuctlone. Spoelal Dr er..1Iva lInanelng ad)u'bn.nll can be m.d. to th.
comptrablo proporty by OOmparlao... to lInonclng tonne Dff.rod by . third party Intll1ullon.1 lander th., It nol .Ir..dy Involvod In th.
proparty or trana.ctIon. My .d)ut1m.nt .hDuld not be eaJeulttod on . mtchanleal dolltr for dollar 00.' Dr tho nn.nelng Dr oone...lon
but tho dollar .mount Dr any ad)ut1mont .hDuld tppf'Dxlmoto tho mollltl'. ItlctiDn to tho 1In.neIng Dr oonc:...Io... bued on the
appltla.f. judgmtnL
STATEMENT OF L1MmNG CONDmONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND L1MmNG CONDmONS: Th. .pprale.f. esrtlllcollDn th.1 .ppo.ra In th. .ppralul '1pD~ Ie
aub)tet ID tho following conditio...:
1, Th. sppral..r will not be reapo...lbl. 'Dr m.n'lI Dr . 1og.1 n.lura tht! .ffoct .Ither th. proparty being .pprtl.ed 0' th. UII. 10 II. Th.
appr.Ia.r ...um.. th.t tho 11II. It good .nd m.Ill.Iabl. .nd, th.rarDra, will nol render .ny opinion. .bout th. UU., Th. prop.rty I.
.pprslasd on the bula of h being under respo...lbll own.llhlp,
2, Th. appralter hu provided. .ketch In tho appraltal rlpD~ ID .how approxlmal. dlm.n.lo... Dr th. Improv.m.nll .nd th. ak.lCh It
Ineludsd only to u.lat th. ,.ader 01 tho fIpD~ In vitu.l1zlng tho property .nd und."lIndlng the .ppral..f. d.l.rmln.lIDn 0'111 .~..
3, Th. appraItar hu .wnlned tho .vaIlabll IlDDd mapa that art provided by tho Fed.ra1 Em.rg.ney "'....g.mtnl Ag.ney (Dr other d.1I
lDureo.) and hu noled In the appraltaf fIpD~ "".ther tho tubJoct .h. It Ioeotod In an ld.nUned Spoelal FIDod Hu.rdlv.., Bteau.. th.
apprslt.r Ia not. ",rv..,..r, h. Dr all. makst no gulllnlo.., .llprMI Dr Implied, regilding thlt d.l.rmIn.lIon.
4, Th. appralHr will not glv. IstUmorty Dr appoar In DOU~ boeaue. h. Dr .ho m.d. .n apprala.1 of th. proporty In qu..lIon, unll..
.poeJlIe .rrang.m.nllto do ID hav. boon mod. beforohand,
5, Th. apprsltar h.a ..tlmt!sd the vaIu. of tho Itnd In tho COlt tppf'D.ch .1 111 hlgh..t and boal uu .nd th. Improv.m.nll ., th.lr
oonltlbulOlY v.Iu., Th... .sp.rsl. v.Iu.IIo... Dr th. land andlmprov.m.nll mu.t not be ueed In oon)unctlon with .ny Dthtr appralt., .nd
are Inv.11d ff th.y .re .. u.ed,
5, Th. apprslaer h.. nolsd In the apprala.1 '1pD~ .ny .dve". condlllo... (.uch u, nHelsd rsp.lra, dspleel.lIon, UII praune. 0'
haurdou. 10..1.., 1Oxk: aub.llne.., lie.) obnrved during the IntpoctIon Dr tho aub)tet proparty 0' th., h. 01 .h. boeam. .wtr. of during
th. normal r..urch Involvsd In parformlng tho apprala.L Unl... Dth.rwIa. .lIled In the apprale., rsporT, th. .ppralaer h.. no knowledg.
01 .ny hldd.n 01 un.pperent OOndlllo... Dr tho proparty Dr .dv.". .nvlronm.nlll DDndlllo... (Inelucllng the pl"'nes 0' hu.rdout wUI..,
lOllic .ub.llneso, .tc.) thot would make the proporty mora Dr INt v.luabl., .nd h.. .uumed thalthtr. .It no tudl DDndillon. .nd m.ku
no guer.n.... Dr warr.nllet, .rpr... Dr implied, regilding tho DDndltlon Dr tho propony, Th. .ppralaer will nol be raapon.lbl. for .rty
.uch conditio... th.1 do .xlst Dr ror any .nglnuring Dr "'Ung that might be rtq<llred 10 dlaoover "".ther .ueh DDndlllon. 'II.L Bee.un
tho appralnr Ia nol an .1lpI~ In tho n.1d 0' .nvlronmenlll huard., tho apprala.1 rtpO~ muat nol be DD...ldtred u.n .nvlronm.nlll
...e..m.nl 0' tho property,
7, Th. .ppralatr oblllned the Inlorm.lIon, ..Umat.., .nd opInlo... thaI wer. .rpr...ed In th. 'pp'.Ia.1 rspo~ from IlOUrest th.1 h. Dr .h.
con.ld.ra 10 be r.llabl. .nd bell._ th.m to be true .nd COlTteL Th. appralaer do.. not .uum. '..pon.lbllity for th. .ccuracy 0' .uch
h.m. th.t w.re fumlahed by other panlu,
8, The applllaer will nol dltclDn tho conlonll 0' tho appraltaJ rlpDf1 '1lCIp1 u provided lor In th. Unllorm Bllnd.rd. Dr Pro,...lon.1
Apprsltal Prsctlea,
Q, Th. .pplIl..r hu busd hla Dr her .ppralt.1 rlpD~ .nd v.Iu.lIon DDnc:Iu.lon lor .n 'pp'.I"lth.11o aubjoct 10 "1It11C1D1Y DDmpl.lIon,
repalll, Dr .h.rallon. on the lUumptlon thaI DDmplellDn D'th. Improv.menll will be per1Drmed In . wolllm.nlb m.nner.
10, Th. apprsla.r mu.t provld. hit Dr her prior wr1tt.n DD....nl befo.. the IInder/ellonl .poclflad In tho .ppraltal IIpD~ can dial11butt tho
.ppralaal r.po~ (Including cor.cIu.Io... about tho proparty valu., th. tpp<.ltaf. ld.nUty .nd prol."Ion.1 d..lgn.lfon., .nd "'."nea. 10
.ny prof...lonal .ppralaal Drg.nlullon. Dr the non with which th. app..latr It ..m'led) III .njOn. other th.n th. borrow.r, tho
mortgag.. or III .uc:eo...ra .nd ...Ig...; tho mortg.g. Insu..r, DDntUltanll; proloulontl tpp<.It.1 Drg.n~.IIo",: .ny .111. or reder.1Iy
.pprovsd finandallntdlullon; Dr .ny dsp.rtm.n~ .g.ney, Dr Inttrum.nllllty of th. Unlled Bill.. Dr .ny .1I1t or th. 0I.1r1et 0' Columbia;
..e.PI th.t the lend.r/ellent m.y dialr1but. tho proparty due~lIon .sctlDn Dr th. 'SPO~ only 10 d.1I colleellon Dr flpDrtlng ..rvtc:.(.)
wlthoul h.vlng to obllln th. apprala.f. prior wr1tttn ooneonL Th. apprala.... wr1tten DDnt.nl .nd .""roval mu'l .Ito be oblllned b.lore
th. .pprsl,,1 ClIn b. DDnv.yod by .njOn. to the publlo through .dv.rII.lng. public rll.lIDn.. n...., "10., Dr other modi.,
"-'HIoU.lll'l~A3I 1.Q1
.
APPR,AISER'S CERTIFICAnON:
Th. AppralUr cer1ltl.. and Igr... thlt
,
I: I h.vI r....rched thl subject I1\III<lt 1101 and havl ..Iected I minimum 01 thrl' ....nt 1.1.. of properll.1 moat almll.r Ind plTll<lmll.
to thl subJICI property lor consld.rsllon In \h. ..I.. compar1aDn anaIyaiI and hlvl mad. I dollar Idjustm.nt whln appropliall to r.nect
thl marll.t r.ectlDn to 1hD.. IIIms of .lgnl1lcont var\a1lD/l. II I .lgnltlCanllllm In I comparabl. property II superlDr to, Dr morl flvorabl.
than, \hI subject property, I hlVI madl I negltlvl Idjustmlnllll reduco thl adjusIId saI.. prlCO of \hI comparabll Ind, II I Ilgnlncant
lI.m In . COmparabll property 1I1n1.rlDr to, Dr leU f.vorablo \hall tho eubJICI property, I h.vI m.dl I polltlv. .djuatmln! to Iner.... the
.djulted a.l.. pricl of thl comp.rabI.,
2, I hive tak.n Into consld.rsllon \hI flctors \hat hlvl an ImpacI on vaIu. In my dev.lopmlnt of tho ..timlte of mlr1<aI valul In thl
appraisal roport. I haVI nol knoWIngly wtlhhsld any IlgnltlCanl InformallDn from \h. appraJsa\ roport and I bellev., III thl bIIt 01 my
knowIedg', \hIt all .tetem.nts and Informallon In tho appra1I8I report &II tNI and co/TICI.
3, I .teted In thl appra1aal roport only my own peraonsl, unblaasd. and professlonsl lnalyals, Dplnlona, Ind conclusions, whleh Irl subject
only to thl continglnt and limiting condltlona apsclfls4 In \his forTI\.
4. I have no pra..nt Dr prospoctlva Int. rest In \hI property \hat Is \hI subjlCl of thll report, Ind I h.vI no pr...nt Dr proapactlv. person.1
Int.rsst Dr bIU wtIh raspoct to the partlelplnlS In the transac1lDn, I did not bue, ellh.r perll.11y Dr complet.Iy, my .nalyslllndior thl
estimatl of m.r1<.t value In \he appralUl report on tho rsce, color, rlllglon, ..'" hand\cSp, flmlllal atswa, Dr n.llDnll origin of .Ith.r the
proapoctivl Dwn.rs Dr occupanlS of the subject proporty Dr of thl pr"lnI owners Dr occup.nlS of the properll" In thl v1cInlly of thl
subject prop.rty,
5, I h.vI no pr..an! Dr contempllts4 futUre Inttrast In \hI aubJICI property, and nlllhlr my elJ/T.nt Dr futUrl .mploymlnl nor my
complnssllDn for perlDrmlng \hie appraJsa\ Is continglnt on \hI appra1ssd vaIu. of thl property.
6, I wU not required to roport I predltermlned value Dr dlroctlDn In valul \hat flVOrs \hI causo of the cllenl Dr any rslets4 perty, \hI
amount of tho valul ..timate, \h. lumlnt of a spscI11C rssull, Dr \h. occurrlnce of a .ubSequ.nt ev.nt In Drd.r to rscolva my
compens.llDn IndiDr .mploym.nt for performing the appraIsaL I did not bU. \hI apprsll.1 report on . requ..ted minimum vailllllon, I
specifIC vllulllon, Dr thl nasd ID approvI I apocIf1c mortgagl loan,
7. I perlDrmed thll apprs1aal In conformlly wIIh \hI VnllDrm Standanle of Prof...lonsl ApprslUl prsctlca th.t Wire ldoptsd and
promulgl1s4 by the Appra1aal S\arodSITI8 Bosrd of Th. Appra1aal FoundallDn .nd \hat ware In pllce u of thl Iffectlvl date of thIS
apprslUl, wIIh thl excsp\1Dn of \hI dsp.rturl provision of \hol. Btandanle, whleh doas not apply, I .cknOwledg. \hat an .aUmat. of I
r.UDnBbI. timl for IllpOsure In \he open l1\III<.t II I cond1tlDn In \h. def1nl\lon of mlr1<.t veille and \hI astImlte I devlloped II consistent
with thl mall<eting time noted In the n.lghbOrhoOd aec\1Dn of this roport, unl... I have oth.lwlse atels4 In the rsconcl1l1l1Dn .sc:tlDn.
8. I h.v. peraonally Inspacts4 \h. InterlDr and .lISrlDr .r... of \he subject property and \h. .lISrlDr of 811 properll.. listed u comparabl"
In the .pprsllal report. I further csrtlly that I hlvl noted any appar.nt Dr known adverse cond1tlDns In the eubJlCllmprovamlnts, on the
.ubJect .111, Dr on eny .11I within thl Imms4llt. vicinity of \hI aubIsc\ property of whIcI1l em eware and hlv. madl adjustm.nts for \hess
.d..rse condlllDna In my .nalysla 01 \h. property vaIu. to \hI ellSnt \hat I had I1\III<lt evldlnce to support \h.m, I haVI alsO commln\s4
abOut \h. elllCl of the Idv.rsl conditions on \h. marllalsbll1ty of \h. subject property,
g, I p.rsonally prspsred sII conclualons and opinions sbDUI \hI raaI ll\lte that w.re a.t forth In the appra1aal roport. "I rslled on
algnlflcant prof.aslDnsl asslsIanC. from any Indlvldu.1 or individuals In \h. performance of \hI appra1aal Dr the prsparsllDn of \he sppralUl
report, I have n.med .uch Indlvldual(a) and dlsclD.s4 \h. apeclllo \aSl<I p.rformed by \h.m In \h. rsconclllallDn .sc:tlDn of thla appraisal
report. I cerllly that any Individual 80 narnsd II qusIIfIed to perlDrm \he \aSl<I, I have not auIhDrlzs4 anyonl to makl a change to any lIam
In thl report; thlrllDr., II an un.ulhDrlzed chang. Is made to \hI appra\sS1 roport, I will take no rsoponslb1l1ty for It.
SUPERVISORY APPRAISER'S CERTIFICATION: "I supervIsOry apprsls.r algned the apprslssl report, hi Dr
ah. c.rlIn.. .nd .gr..a that I directly supervls. thl apprsll.r who pr.pared \h. apprslUl roport, h.vI rsvlews4 thl .ppralssl roport,
agr.. wllh thl alallm.nts .nd concluslona 01 \h. appralsar, .grsa to be bound by \he appralslf. csrllncallDna numbsrs4 4 through 7
above, .nd .m ISklng full responsibility for \hI apprslsal and \he appra1aal roport.
ADDRESS OF PROPERTY APPRAISED:
6322 STEPHEN 5 CROSSIOO
SUPERVISORY APPRAISER (only If requlrs4):
S1gnawro:
Name:
0.18 Signed:
StsIO Cortlf\cSllDn ,:
Dr Stst. Llcensl ,:
Stste:
ExplrallDn Oat. of Cortlf\cSlIDn Dr LIcense:
Blgn.wr.:
Nlm.:
O~.Slgns4: quat 21. 1996
SlSte Cortlf\cS\1Dn': GAO00343L
Dr SlSte LIcense': RM03503lB
SISIO: PA
Explr.llDn Oat. of CorllncellDn Dr Llcenal:
o Old 0 Old Notlnspecl Property
STATUS REPORT UNDER RULE 6.12
Name of Decedent: JOHN B. FORTIER; Social Security No. 38544-5155
Date of Death: DECEMBER I. 1995
Register File No. 21-96-0167
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-captloned estate:
I.
State whether administration of the estate is complete: Yes
NoX
2. If the answer to #1 Is No, state when the personal
representative reasonably believes that the administration
will be complete: February, 1997
3. If the answer to #1 Is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? Yes _ - No _
d.
Copies of receipts, releases, joinders and
approvals of formal or Information accounts may
be filed with the Clerk of the Orphans' Court
a!ld may be attached; his report.
.~-. r ~
'-
'- (I)
l"')
"
('.)
0_
2- e-J
Date: NOVEMBER 13, 1996
Signature:
M R
315 NO FRONT STREET
HARRISBURG, PA, 17101
717-236-9377
ATTORNEY FOR ESTATE
~
f;1
- .
;u ':,;
a:'"'-
'n
p,
~5
UU
C\;~
.~'~
'.:!~7
A,i..,
~.:-;
....,. ~-
~.... .~,~
/0-%7-3
IU~EAU JF INDIVIDUAL TAXES
JIr'UITAHa TAX DIVISION
DEPT. UD611
H&RAISIURG, PA 17UI-D6D1
CDHHDNWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
-
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE
ESTATE OF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
02-25-97
FORTIER
12-01-95
21 96-0167
CUHBERLAND
IDl
AIoount R..U ted
MAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUHBERLANO CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LDWER PDRTIDN FDR YDUR RECORDS ....
REV:is4j-EX-AFji-li'F9lij-JJoi"icr-ciF-YNHEiiii'ANCE-i"AX-A-PjiiiA'isEHE'Hi'-,--Ar.rciiiAijCE-oli-------------- ---
DISALLOWANCE DF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE DF FORTIER JOHN B FILE ND. 21 96-0167 ACN 101 DATE 02-25-97
TAX RETURN WAS, I I ACCEPTED AS FILED I XI CHANGED SEE ATTACHED NOTICE
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DNI ORIGINAL RETURN
1. R..I E.t.t. ISchoduI. AI
2. Stock. ond Bond. ISchoduI. II
S. Clo..ly Hold Stock/P.rtnorohlp Int.r..t ISchodul. Cl
~. Nortgego.lNot.. ~ocoIYobI. ISchoduI. 01
S. Coohllonk Ilopool toINloo. P.r'OI\OI Proporty ISchoduI. E I
6. Jointly Owned Proporty CSchoduI. FI
7. Tron.f.r. CSchoduI. CI
e. Tot.I A...t.
If .n ........nt wa. 1s.ued pr.v1ou.1y, line. 14, 15 .nd/or 16, 17 and 18
refl.ct f1gur.. th.t 1nclud. the total of Abl r.turn. .......d to dat..
ASSESSHENT OF TAXI
15. Aoount of LIllO I~ .t Spou..I r.t. 1151
16. Aoount of LIllO I~ toxobI. .t Llno.I/CI... A r.t. 1161
17. Aoount of LIllO I~ toxobI. .t CoII.t.r.I/CI... I r.t. 1171
11. Prlnolp.I Tox Duo
HARK R PARTHEHER ESQ
BOSWELL ETAL
315 N FRONT ST
HBG PA 17108
APPROVED DEDUCTIDNS AND EXEHPTIDNSI
.. Funer.l Expen.../Ad.. Ca.t.IHlac. Expen... (Schedule H)
10. Oobt.lNortgego Llobllltl../Llon. ISchoduI. II
11. Tot.I Ooduotlon.
12. Not V.I... of Tox R.tum
15. ChorltobI./Cov.rno.nt.I loquo.t. ISchodul. Jl
I~. Not V.I... of blot. SubJoct to Tox
NDTEI
TAX CREDITS I
PAYHENT
DATE
RECEIPT
NUllBER
DISCOUNT 1'1
INTEREST I-I
I IF PAID AFTE~ DATE INDICATED, SEE REVERSE
FD~ CALCULATION OF ADDITIONAL INTEREST.
III
121
151
I~l
151
161
171
.00
.00
.00
.00
116.495,OD
.00
.OD
.
tn-nUllu,.II...1
JOHN
B
191
1101
19,073,83
NOTE: To lnlur. proper
crMilt to your acc~t,
.uIHIH tho uppor portion
of thl. fOnl 11th your
tox p._t.
III
116,495.00
.00
Illl
1121
IISI
Il~l
97,421.17 X .00.
.00 X .06.
.00 X .15.
IlIl
ANOUHT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
lQ.n7~ A~
97,421.17
.00
97,421.17
will
.00
.00
.00
.00
.00
.00
.DO
.DO
I IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YDU NAY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I
. .
RfSDtvATJOt.. Elt.t.. of decedent, dying on or bIl'or. Decllllber 12, 191Z ... 11 ." future I"t.,..,t In u.. ..tat. .. tnnlf.rrMl
In po.....lon or .,Jo~t to C.... . (COU,tl,..l) beMUol.,... of the _....,t .fh, the uplntlon 0' ." ..t.t. for
11'. or for ,..,.., the C........lth hereb, l.r'''I, u..rwa. thll dGht to IIPPr.l.. ... ...... .,.",.,. Inher1tMCI ,....
at the 18M'ul el... . (coll,tlrlll) r.t. on InY ~ future Int.r..t.
~OI'
NOna. To fulflll the requlr~t. of Section IUD of the lm.rUW1C8 end Est... Tax Act, Act IZ of ."1. 12 P.S.
IMUon 2140.
PAnmtTl Detec:h the top portion 0' thI. Notice end lubIIlt with your p.~t to the Aeglate,. of NUll printed on U. rewral llde.
........ check or 1IOftI)' or.r pI,ebl. tal REGISTER OF MILLS, AOEJt1'
All ~h rKtllwd tha11 first be ...11... to ." Int.r..t which ..y bII dIM "lth MY ,....lnder 1IPP1led to the 'a.
AEf\IND (CR)I A r.fund 0' . tu credit, which .... not ,..,..ted on the Tax Return, ..y be ,....,.,tMl ~ c.,.aUntI ., "Appllcatlon
for R,fund of P8nn.,Iv.nSI Inherlt~. end Eat,t. Tax- (REV-IllS). ApplJcltlonl .r. .v.Jllbl. at u.. Dff1c.
of ~ _..l.t.r of Mill., ~ of thI Z3 RIYInUI DI.trlct O'flc.., or by cI111", the .,.al.l ".hour
lI'I...rl"l .-rvlc. nuIbIr. far fOri' orderl",1 In Penn.vlvenl. 1~'OO~S6Z.Z0S0, out,lde Penn.vlv~11 Ind
within loc.l Hlrrllbur, .r.. (717) 7.7~.at4, TDD. (717) 771.ZZSZ (Hearing 1.,.lrld Onlw).
oa.-:CTJCllSI My ,.rty In Int.r..t not .U.flld with the ."ral..-,t, .1lGIIMC. or dl..llGWWlCe of ct.O.Ictlon., or .....~t
of tax <Including dllCCN'lt 0.. Intlr"U .. IhowI on this Matlce ..,.t object wIthIn .lxty ('0) cIIv. of rec.I,t 0'
thl, Matle. bWI
..w..lttll'l ,..ot..t to thI PA Dlplrt...t of Rev...., IoIrd of app...., a.t. ZlI021, "",.hbu,." PA 17U.~lOZI, DR
....llICtlon to t.v. thI _u., det....lned It IUdIt of \hi ecCOU'lt of the Plraonlll ,ep,..ent.tlv., OR
.......1 to thI 0,.",..,.' Court.
AlliUM
IITRAnYE
COARE:CT IONS r
FIICtu.1 Irro,.. dllCOYlrld on this .....lMftt should blldd,...1d In ..,lUng tal PA DIp.rt...t 0' _..,.,.,.,
Iu,eeu of Indlvl~l T...., ATTNI Po.t a.....-ent Revl... unit, Dept. 2'0'01, HI,.rlabu,." PA 1712..0'01
Phone (717) 7'7.'501. ... P'" 5 0' thI bookl.t -In.tructlon. 'or Inhlrlt~. Tax R.turn 'or. R..ldent
Decedent- (R[V.1511) for ~ e.,llnItlon of ~Inl.tretlv.lw correctable .,ror..
DIscotlf1'l
If ~ tax .. Is ,.Id within thr.. (S) ul""r eonth. .ftlr the decadent'. dMth, I flve ,.rclnt (51) dl~t of
thI t.. peld I. 11lowed.
PENAL TVI
ThlIS% tax ......ty non-,.rUcI,.tlon ,..Ity Is ~tld on the totel 0' the tax MIl lntsr..t .....Md, MIl not
Plld blfor. .-.rw I., ."" thI first dew .ft... thI IIt'Id of the tax _.tw period. this non~,.,.tlcl,.tlon
penllb Is ."..1.11 In the ... .....,. Ind In thI the .... tI.. perIod .. )fClU lIfOUld .....1 thI t.. end Int.....t
tNt hi. been .....Nd II IndlClltld on thl. notice.
INfP[JTI
Int.,...t Is chlrgad begl...l,.. with flnt dIIw of d1111nquanc:w, or nlM (9) aonth. ~ OM (1) dlV fr.. the dIIt. of
dMth, to the detl of ~t. T.... .....Ich bee.. dlll"..,..t befo,.. JwIuIry I, ..12 bel,. Int.,..t .t the nt. 0'
... (4%) ,.rclnt Plr .... C11lculltMl .t . dllh r.te of .000164. All t.... which Hc_ dell~t on and .ft.,.
.-.rw ., 1'.' will bier Inte,...t .t . r.t. .....Ich will v.r, fr.. cllend1r w..r to Cll~r ye.r wIth ~t ...t.
~ bw the PA DIp.r~t of RWWIUI. The ."lIc.l. Int.,...t ...t.. for 1..2 through I'" ....1
'!!!! Int.,..t R.t. D.lly Int.r..t FlICtor !!!! Int.,...t R.t. o.lIy Int.,...t '.tor
un zn .IoaM. I'.' IX .IOUU
un 16% .00041' 1'''.1''1 III .OOOJOI
19M III .IoaSOI I"Z IX .0002'"
1"5 UI .00OS56 I"S"I"" n .Doonz
I'" 101 .oou" 1"5~1'" IX .0002'"
nlnt.,...t I. c.lcul.ted .. follow.1
IfCTEIIEST . IALAllCE OF TAX UlfPAlD X IMIIER or DAYS DELIHQUEKT X DalLY lllTEREllT rAmi
.~Anv Notlc. hlUld .ft... the tn bee.... dlll"",,*,t ..Ill ,..Uect ., Int.,...t Cllcul.Uon to 'IftHn US) day.
berond tht deta 0' the .....lMftt. If '.)'Ient II ... .ft... tht Int.,...t cDIIPUhtlon dlt. Ihowl on the
Notice, addltlonel Int.r..t .u.t be c.lcul.tld.
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WHEREAS, the Executrix has proceeded with the administration of said estate, and has
paid all proper bills and debts of the Decedent and for the estate to which she has knowledge and
has prepared and filed a Pennsylvania Inheritance Tax Return. No tax was due the
Commonwealth of Pennsylvania as is evidenced on the attached copy of the Inheritance Tax
Return marked Exhibit "B" and as is indicated on the Acceptance by the Commonwealth
Department of Revenue filed with the Register of Wills; and
WHEREAS, the beneficilllY agrees that in order to expedite settlement and not to incur
additional expenses, the Executrix need not file a fonnal Accounting and Schedule of Distribution
with the Orphans' Court of Cumberland County, and that the net estate of the Decedent shall be
distributed in accordance with his Last Will; and
WHEREAS, the undersigned agree that all assets of the decedent's as reported on
Schedule "0" attached as Exhibit "C" and made a part of this Agreement were transferred to
Margaret H. Fortier as his surviving spouse, and all assets which were held jointly by the
decedent and Margaret H. Fortier passed to her by operation of law.
WHEREAS, the undersigned agrees to refund to the Estate of John B. Fortier any portion
of the distribution to which the undersigned is not properly entitled, and, to the extent of said
distribution, to indemnity the Executrix for claims made against her as Executrix and to
reimburse the Estate of John B. Fortier all expenses and costs incurred in connection with any
such claims; and
-2-
.
,
.,
NOW THEREFORE, the undersigned intending to be legally bound hereby. mutually
agrees, as follows:
1. Estate Tax Returns. The undersigned agrees and acknowledges that she has
fully and carefully examined the Pennsylvania Inheritance Tax Return and find It to be
correct as set forth. and acceptable.
2. Pennsvlvania and Federal Flduclarv Income Tax Returns The Executrix
advises and acknowledges that the Final Pennsylvania and Federal Fiduciary Income Tax
Returns have been timely filed for calendar year 1996 on behalf of the Estate.
3. Release and Discharl!e. The parties hereto do hereby release, remise and
forever discharge the Estate of John B. Fortier and the Executrix of the Estate and Boswell,
Snyder. Tlntner & Piccola, of and from all manner of acts, suits, claims, accounts,
accountings, debts. dues and demands whatsoever which she or her legal representatives or
assigns may at any time hereafter have, against the Executrix. the said Estate, its attorney
or the assets thereof. from, or concerning any of the assets and property of the said Estate
and/or any claim or Interest thereto or therein, and the administration, management,
collection, sale or distribution of any of the said assets and for or on account of any money,
interest. income, assets or proceeds out of the same, from the time of the death of the said
decedent to and Including the date of this Agreement and release.
4. Final Asreements. This Instrument is a full and final Family Settlement
Agreement by the undersigned, having been arrived at, concluded and executed after a full
-3-
.
.
"
and complete disclosure of the assets of the said estate and the rights of the undersigned
herein and thereto and all of the parties hereto, and each of them, agrees to abide by the
terms thereof.
S Reauirement to Execute Documents. The undersigned agrees that she will
at all times In the future and whenever necessary, appropriate or convenient, make, execute
and deliver to the said Executrix and to the other party or persons, any and all Instruments,
documents, conveyances, deeds, releases or other Instruments of any kind necessary or
convenient to carry out the Intention of this Agreement and/or to permit, assist and enable
the Executrix to fulfill her duties with reference to the said estate and all of the assets
thereof.
6. Entire A~reement. This Agreement constitutes the entire understanding of
the undersigned, and she acknowledges that no representations or statement of any kind.
written or oral, have been made to her prior hereto by the Executrix or by any other person
or party on her behalf.
7 Heirs. This Agreement shall enure to the benefit of and shall be binding
upon, the undersigned, her heirs, executors, administrators, successors and assigns.
4-
.
<<
..
,I
IN WITNESS WHEREOF. the undersigned has hereunto set her hand and seal the
day and year first above written.
WITNESS:
~..:I,lI 'h,-/> --d
H. FORTIER
>>J1L.t 1 Jb~
Cf~.;v.~ ~4
H.FORTIER, E~
Sworn to and subscribed
before me this .3 0
-~day of April, 1997.
!
Y~fJJA
NOTARIAL SEAL
M8/tlI1atta F, Millar, Notary Public
Harrisburg, PA Dauphin Counly
My Commission expires Jan 10, 2000
-5-
~..-......."\..~,.....
/
"
.~._ H ,
'~[,:.:' DttIBIT A
.
..
.1
. .\ Exhibit B
CAB
H P l
E P 0
C R C
K 0 K
P 5
Ar;v. 1100 EX' (7'''1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
FilE NUMBER
FOR DATES 0' DEATH AFTER 1~/JI191 CHECIC HEAE
IF A SPOUSAL
I
CO"~Fm':M:\'l{{oNt'a~lAHIA
HA~~IS86~t.Yrn \21.0601
o
E
C
E
o
E
N
T
DECEDENT', NAME (LAST.lIAST. AND UIDDLE INITIAL)
FORTIER JOHN B
COUNTY COOl
DECEOENT., COMPLETE ADDRESS
6322 STEPHEN'S CROSSING
MECHANICS BURG , PA 17055
SOCIAL lIECunlTYHUUDEA
385."".5155
DATE 0' DEATH
12/01/1995
OATEOFBIRTH
08/12/19/,2
21.96.0167
'run
HUUS!"
AMOUNT RECEIVED (SEE INSTRUCTIONS)
125 515.19
RemaInder Rlturn
(for dales 01 dealh prior 1012.13.82)
Flderil ESla11 Tlx Allum R.qulr.d
TOlal Numb., of Sa', D.posit Boxes
(21)
(2lA)
(2IB)
SICHA'URE O. PEASOH AESPDHSIBLE 'OA FlLIHO AE'UAH MARGARET H. FORTIER
6322 STEPHEN'S CROSSING
MECHAiifCSiiuRC;' 'pi>."'i 7l:is5.......................
BOSWELL SNDYER TINTNER & PICCOLA
315 N. FRONT STREET
W:RRis'liuRC; "PA" i 'ii6il:.074i"....................
COMPLETE UAlLlNQ ADDRESS
BOSWELL SNDYER TINTNER & PICCOLA
315 N. FRONT STREET
HARRISBURG PA 17108.0741
None
None
None
None
None
None
None
C_
(IF AflPLICAnLEISURVIVIHQ SPOUSE'S NAUE(LASr.'IRSf AND ....IODLEIHIT'...LJ
FORTIER, MARGARET H.
X 1, Q'iginal R.lurn
4. limil&d ESlal.
CUMBERLAND
SOCIAL SECUAITYNUI.lDEA
111.90.2904
C P
o 0
R N
R D
E E
5 N
- T
2. Supplemental Rtturn
4.. Futur. Intll'SI Compromise
eror dales 01 dealh aner 12.12.82)
(]] 6. D.cedlnt Oi.d Testale 07. O.e.d.nt Maintained . living Trust
(Attach co 0' WoII) (Attach ICO Dr Trust)
All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
(8)
(11)
(12)
(13)
(14)
(15)
125.515.1;(10=
0.00
19,073,83
(19,073.83)
(19 073.83)
0.00
0.00
0.00
0.00
0.00
0.00
20. If line 191s greater Ihan lln. 18, .nler Ihe dlffer.nc. on lln. 20, This Is Ih. OVERPAYMENT.
~ 0 ChIck he,. U ou Ir.,. uesll" a ,,'und of our OVer a mInt.
21, If Line 181s grealer Ihan line 19. .nler the difference on line 21. This Is the TAX DUE,
A. Enter thllnt",sl on th. balance due on Lint 21A.
B, En..r the total 0' L1n. 21 and 21A on lint 21B. This Is the BALANCE DUE.
Mak. Check Pa able to: Re Isler 0' Wills. A ent
.. .. BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~
tide' p4!nAllles 0 pl!'luty.1 deel", trU11! hlv, ...mlned II'IIIIIU,". nc UCJl"'llICComp'">, ng" edu es'nd 1lIl,rr.ntl,lncllO IhU.lt CI trPf nowledg. Ind bel. , lit I'....,
cOllect.nd compl'lt.1 Gtcl".th.t III ,.lllIlllt h.. bHn"porlfod ,II It.... "",11'1 v.llA. Otcl".lUonClf pr'p.lIr"ofh., 11'1'" th, perlonal "p'.,.nt,l/v," b.II.1<f on IlIlnfolmallon of
wt\lch pr.pu" hlt."'I Ilnowll<fg..
05.
-L8,
NAUE
MARK R. PARTHEMER
ES UIRE
TELEPHONE HUUSER
717 236.9377
" Real ESlal. (Sch.dul. A) 1
2, Stocks Ind Bonds (Schedul. B) (2)
3, Closely H.1d StocklPl~n.rshlp InlerlSt (Sch.dul. C) (3)
4, Mortgages and NOles R.ceivabl. (Schedule 0) (4)
5, Cash, Bank O.posos & Misc.llaneous Personal Prop.rTy (Sch. E) (5)
6, JDin11y Own.d Prop.rTy (Schedule F) (6)
7. Trans'.rs (Schedule G) (Sch.dul. l) C7l
8, Tolal Gross Asse" (lDlal lines 1-7)
9. Funer.al Expenses, Administrative Costs. Miscellaneous
Expenses (Sch.dul. H)
10. Oebts, Mortgagellabirities. Liens (Schedule I)
11, TOlal Oeductions (Iota 1 lines 9 & 10)
12. Net Varu. of Estat. (lln. 8 minus line 11)
13, Charit.abl. and Gov.rnmental Bequests (Schedul. J)
1... Net V.alue Sub"ect 10 TaxlLine 12 minus line 13)
IS. Spousal Translers (lor dales 01 dealh aner 6.30.94)
See In5lructiDnS 10' Applicabl. Perclnl.ge on page 2.
(Include valulS ',om Schedule K Dr Schedule M,)
16. Amount 01 L1n. 14 'a..ble al6% rale
(Include values Irom Sch.dule K or Schedul. M.)
17. Amounl of line 14 laxablell 15". ral.
(lnclud. values 'rom Sch.dul. K Dr Schedule M.)
18. Principal tax due (Add tax I,om lln. 15, 16 and 17,)
19,Cttdils/Sp Poverty P,lor Payments Dlseount
R
E
C
A
P
I
T
U
l
A
T
I
o
N
(9)
19,073.83
(10)
None
(16)
0.00 X ,06 =
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
0.00 X ,IS =
Interest
+
+
(18)
(19)
(20)
0.00
0.00
0.00
DATE
11-/3'C, to
DATE
JJ -I J . 96
Form 1500 (R..... 7.'4)
Act '''8 of 1884 provides for the reduction of the tax'ralesllnposed on Ihe nel value ollransfe;sl~ or 'for
I .' ,
Ihe ule of the lpouse. The rales as prescribed by the stalule will be:
'3'1. (.03) will be applicable for eslales of decedenls dyIng on or aller 7/1/94 and before 1/1/96
'2'1. (.02) will be applicable for eslales of decedenls dyIng on or aller 1/1/96 and befora 1/1/87
.,% (.01) will ba appllcabla for allales of decedenls dying on or aller 1/1/97 and before 1/1/98
· Spousallransfars occurrIng on or allar 1/1/96 will ba exampl from Inheritance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old d.cod.nt mok. Iltlnsl" Ind:
I. '1111n the U'I orJncorne of the property lransf.tt.d.. . . . . . . . . . ..... .. '" .... . '" " . . .... X
b. ,,"1n lho light 10 deslgnat. who shan USlIhe PIOP'rty Illnsf.rr.d DIlts Income, , , , , , , , , , . , , , . , . , , , , , X
c. r'llln I tlv.nbnlry 1n1.'.SI: or . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . X
d. "c.Iv.1he PIDII'is. 'ollif. 0' .Ilho, plymenlS, b.nofiIJ 01 c...? . , , , , . , , , . , , , . , . . , , . . . , , , , , . . X
2. "doath occurr.d on 01 bolo" O.c.mb" 12, 1982, did dlC.d.nt within two yoars p"c.dlng d.ath
Itlnsl" property without "..Ivlng Id.qu.t. consld.ratlon? " doath occurr.d 1ft.. D,clmbeI12,
1982. did d.c.d.ntltlnsf" prop.rty within DOl Y'" Dr doath without "c.lvlng Id.qUIII
conskf.,aUan? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
3, Old d.c.d.ntown In 'In IruslfDl'blnkSCCDuntlthis 01 h"doath? .,..".,.."..,..,...,.,..... X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Copy'lghl (c) IH4 fOfm toft...,. onty CPS)'lltmI, Ire.
Form 1500 (R.., 7-")
AE'(. "" EX.' (I.U)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
CD"rN\l\1fim{\,W~[bYANIA
UTATE OF
12 01 1995
DESCRIPTION
JOHN B FORTIER SS 385.44.5155
ITEM
NUMBER
A. Fun.rIIExp.nl.I'
1 MALPEZZI FUNERAL HOME
.' .
Plo"o Print or T 0
FILE NUMBER
21.96.0167
AMOUNT
B.
C.
FUNERAL
1.
Admlnlalrltlvo COltl'
Plrsonal Repres.ntativI Convnlsslons
Soclll S.curity Numb., of Plrsonal R.pr.sentatlve:
VOIr Corrmlsslons plld
2.
"horney F.,.
BOSWELL SNDYER TINTNER & PICCOLA
3,
F.mily E.ol11lllon
CI.llNnt MARGARET H. FORTIER RII.lionshlp Spouse
Addr..s of Clslmant II docodonl's dlllll
Slro.tAddr.ss 6322 STEPHEN'S CROSSING
city MECHANICSBURG 5..,. ~ Zip Cod. 17055
4.
Probll' Ftls
Register of Wills
1
2
MII..nlneoul Exp.nsOl'
BOSWELL SNYDER TINTNER & PICCOLA MISC. EXPENSES
BOSWELL SNYDER TINTNER & PICCOLA . COSTS ADVANCED
BOSWELL, SNOYER, TINTNER & PICCOLA . MISC. EXPENSES
CUMBERLAND LAW JOURNAL . ADVERTISMENT OF LETTERS
3
4
5
THE PATRIOT NEWS COMPANY . ADVERTSIMENT OF ESTATE
TOTAL (Also Inlor on Hn. 9. RI.. hul,'lon)
(II mOIl IpI..la nsod.d, InSlrt Iddltlon.llhtlls 01 ..m. alz..)
COPYrl9hl (c) t". form software onty CPSystlrM,lne.
8,093.70
7,000.00
3,500.00
60.00
100.00
28.44
32.87
60.00
198.82
S 19,073.83
F.... 1500 ..hod.... H(A.., 7.")
AIlI'MIUlt+(Z'"7)
. .
. "
COM::.mnm{\g~ANrA
ESTATE OF
SCHEDULE J
BENEFICIARIES
JOHN B FORTIER
ITEM
NUMBER
FILE HUMBER
21.96-0167
SS 385-44-5155 12 01 1995
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1
A. T.ublo Boqulau:
HARCAREl' H. FORTIER
6322 STEPHEN'S CROSSING
MECHANICSBURG, PA 17055
100% of
residue
Spouse
.'
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
B. CharlUblo Ind Govlmmlnlal B.qulsts:
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also Intor on rmo 13, Riel ~ulallon)
(II mo.. spiel Is noodld, Insln Idd~lonal Shalts Dr saml slzo,)
Copy'~hllcll"4 form IOltworl ooIy C1'SysI....,'nc.
s
0.00
Form 1500 S<hodule J (Rld.l7)
. "
. .
AEY-16.4' EXt,(I"I)
SCHEDULE 0
TRANSFERS TO SVRV1V1NG SPOUSE
CQUUONWE,lLTHOF PENNSYLVANIA
, IHHEAITAHCE,,uRITUAN
AES1DIN'DECEDENT
EST ATE OF Fllo Number
JOHN B FORTIER SS 385-44-5155 12 01 1995 21.96.0167
PART A: Enler tho dlScripllon .nd v.lu. DI.lllnleroSts. bOlh lI..ble.nd non-lI..bl.. reg.rdllSS Dllocallon.nd net 01 deduCllons.
which ISS t. tho decedenl's sUMvl s use b will, IntlSl. ,0 e,,'lon of law, or otherwise,
Descrl lion 01 h.ms
COMMONWEALTH OF PENNSYLVANIA . INCOME FROM EMPLOYER
Amounl
3.614.63
ll.mW
1
4,618.37
INCOME FROM EMPLOYER
787.19
COMMONWEALTH OF PENNSYLVANIA
2
INCOME FROM EMPLOYER
79,819.00
36,676.00
COMMONWEALTH OF PENNSYLVANIA
3
MILITARY COLLECTION _ ARTIFACTS. INSICNIA, BOOKS, ErC
I,
5
TRAIN COLLECTION
Pan A T.'al, Enter the total here.nd In lho s use's -Amount Received' block on P. e' 125 515,19
Elecllon To Subject Property To Tax Under Section 2113 A As A Taxable Transfer By This Decedent.
II 1 truS! or similar ."ang.manl maets tho requlremanl 01 s.cUon 2113(A), snd:
., The INst Dr slmi\ar a".ngemantls IIstld on Schodulo O. .nd
b, The value 01 tho INst Dr similar ."ang.monlls .nt.r.d In whols Dr part as an ass.t on Schldul. O.
then the tranSferDr's personal rspr.sentatlvo may speclf'lCally Idlnlify thelNst (.n Dr. ,,"cllonal portion or porc.nlag.llo belnelud.d In Ih. election
t. hov. such trust or similar property treated IS . taxable transler In Ihis 1S,.,e, II It.. Ihan Ihe .nlir. v.lu. Dllhe INSt Dr similar property Is lnelud.d
as 1 laxable transler on Schedul. O. Ih. p.rsonal r.pr.senlallv. shall be cons!d.r.d to have mad. Ih. .'ecllon only ss I. slracllon 01 the tNsI Dr
similar a"ang.menL The numaralor Dllhls Iraclion Is .quallD ths amount 01 the tNsI Dr similar a"angemont Included as a t..able asset on Schedule 0,
The denominator Is equal to the total value of thl trust or similar arrangement.
ELECTION:DD you .I.et under Section 2113(A)to Irealll .Iaxablolrans'er In Ihl. oslats all or. pDrllon olalrusl Dr .Imllar .rrangemenl
cruted lor Iho .01. u.. Dllhls deceden~. .urvlvlng .pDU" durIng th. .urvlvlng .p.u.... onU..meUmo'
YES 0 NO 0 Slgn.lu" D.I.
Nol.: IIlh. olectlDn . 11..1. m.rolh.n onolru.1 or sImilar .rran emonl.lh.n... .ralo co 01 Schodulo 0 musl b..1 ned .nd 1lI0d.
Part B: Enlsr the description snd valu. Dlsn Interosts. both lI.sble snd non-lI..ble, r.gardless Dllocallon and net 01 deductions,
which ISS t. tho dlcedent's surv\vl s ousel.r which. Secllon 2113(A)010cllon Is bel mado.
I:em W Descrl lion 01 Roms Amounl
0.00
Pan B Total (see Instructions)
F.,m 1500 Schodul. OIA.....M)
Copytlghllt) 1991 form loll""'''. only CPSy.,.tM, Inc:.
REV.""'EX'lllt5)
. I' ,
, .'
. . I .
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
CO~~OHWEI.LTH OF PEHHSYLVI.HIA
INHERITAHCE TAX RETURH
AESIDEN'DEeEDEN'
ESTATE OF FII. Number
JOHN 8 FORTIER 55 385-44-5155 12 01 1995 21-96-0167
PART A: Ent" th. duerlptlon .nd v.lu. 0,.11 Int"..Is, both 1I.lbl. Ind non-II'"ble, reglrdl... ol/oclllon Ind n" 0' d.ductlon..
which III to lh. d.cedent's JUIYlvl J OUII b win, Inlesll ,0 .rltlon of law, or oth.rwlse.
D..crl tlon 0' h.ms
COMMONWEALTH OF PENNSYLVANIA
II.mN
1
INCOME FROM f}fPLOYER
Amount
3,614.63
2
COMMONWEALTH OF PENNSYLVANIA
INCOME FROM f}fPLOYER
4,618.37
3
COMMONWEALTH OF PENNSYLVANIA
INCOME FROM f}fPLOYER
787.19
4
MILITARY COLLECTION - ARTIFACTS, INSICNIA, BOOKS, ErC
79,819.00
36,676.00
5
TRAIN COUECTION
PM A Totll, Enl" th.totlt her. Ind In lho. au..'. -Amount Rlc.lv.d' btock on PI .1 125 515.19
Elect/on To Subject Property To Tax Under Seetlon 2113 A As A Taxable TranSfer By ThIs Decedent.
II I truS! Dr .imllar Irrang.ment mells th. requiremenl 0' S,cllon 21 13(M. Ind:
I, Th.trust or ,'millr '''"ng.mentls Ii"ld on Sch.dul. 0, Ind
b. Th. vllu. 0' th'Wst or .Imllar srrlng.ment I. .ntlred In whol. Dr pan.. In s.set on Schedule O.
thin Ihe "ansforDr'. plrsDnal represenlalive may 'PICIfICSIIy Idlntify Ihe tru'I (In or I 'racllonll ponlon or perclnllge) 10 belneludld In thl II0cllon
10 hotvI .uch l,uS! or .Imllar prop.ny tre""d IS I lI.abll trans'er In thl. estalt. II lIS' thin the enllre valul 0' th. tru.t or .'mllar proplny I. Includ.d
a. a towabll "an.lor on Schldul. O. the plrsonal representallve .hall be con.ld.red to have madlth. IllcllDn only IS to I fracliDn 0' thl tru.t Dr
slmlor arranglment Thl nUmeralor 0' Ihi. 'raction I. Iqualto thl amount of Ihltrust Dr .imllar srranglmenllncludld as a Ia.able ""et On Schldull O.
Th. d.nominalor Is equal 10 the lotal value of thelrust or slmlar arrangement,
ELECTION:Do you eleet under Sletlon 2113(A) to Ir..'.. I taxable Irln,'er In 'hi. s.tatl III or I portion 01 a Iru.1 Dr .Imllar ""anglmlnl
C""tld lor th. .01. UlO 01 Ihl. dlcld.nt'. .urvlvlng .poulO during Ihe lurvlvlng .pou.... .nll.. II11Ume?
YES 0 NO 0 Slgnltu.. Dlt.
Nato: II tho .'eetlon 0 1111 '0 mo..thln one Iru.' Dr .Imlllr O".n Imlnl. thin I lO ,,"I. co 01 Schedul. 0 mu.t be.1 nld Ind mid,
Part B: Enl" tho description Ind vllul 01 In Inleresls. bDlh 18xoble Ind non-llxable, "glldl... Dr Ioclllon Ind net Dr dlducllon.,
which '11 to tho d.c.dlnt'. lurvlvl . au.. 'or which I Slcllon 21 13(A) IlectIon Is bll madl,
111m N Oescrl tlon 0' hlms Amounl
Pan B TOIaI (.11 Instruction.)
CopyrIght fcl1995 form soflwlI. only CPSytllemtl, Ire.
0.00
Form 1500 Schedule 0 (Rev. a~95)