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Home My WebLink About96-00229 .' ." ,~ . . \. " . , ;,:, '., ".' .",." . ,~. . ~;." ,. ,.1: .'~,'- ~~r;::; .,". '!.:'! >';'1, .....1 "',~';.,,, ,:\':':'",:'-,~"".;\,~,:"'., '.::~, .,: :';> "'..' 0A:/:,::;; ,'" -.!.. ". . . .'~ .;~. <( " . ....,~ ,~:.:<.~.~ ~.;~:;' (\; ,- "'~ , . ~ I.' ,., ' , tt;;' , i:,.: , :!o .~:-.,,1<.~- '" e\' .' ' T~:!-':.: ,,' 'Y,. '.,' :., '.1, ,," .,.i',' " : ~;: ,~/~~~'.~:. .,.<, . .;,.//;T, "x;>~.. , - ~ \,' -~. ,,', J ' , . .'~ ; .~ '., , - :,:. ' ;. ~'. . /~)f';' ~y~~~ ",': ,., ',: " ", ," ;,' ": .,!;.:'\:'~,~ . ~ " " .' , . .,~' C' .. ,; ,.',," ~k:' ",il .. \ I I , \-~ , I , , I , I I I , , . . . , . . . . '. ,. . . . , , . \ J " ".".", \ ....~.. ~-.,..'_. -" \ , - -~...~._..._--_._,.~..~~.,. RGCOroed 0'-\\(1.) 01 RGUltlP'l 0\ Wills '90 rJ\~ 2.4 l' 3 :2.' Cleft.,>, '.,'. ~i COUI\ cumberland CO" PA ~ . _ f " '-:" , ~ L j -' .. " < .' >.-.', "~>' _~"._'-H~ .-..--...-' -..r---:----'.---=--- . ~.._<_. .-- . i i i , 11 t I I I , . i . I , ! , ! i I I , 411 "..-':} ,," " r ;.' , ,. , " , - . r., ' f-. . -'" ' "" t- ; . Ir,;' r;- .... '-'- " ,'~. , , "...1- , . t. .~l tt .....' . >, ~. .., \ " t ,,, PETITION .'OR PROBATE and GRANT OF LETTERS 0)/- Clio - .;;lc;l<1 Estatt of COLE II. I'R I C~: , JR. also known os No. To: Register of Wills for the . DrCt'osrd. County of Cumbe r lond In the Social S<<urlly No. 133 30 1522 Commonweallh of Pennsylvania The petition of the undersigned respectfully represents that: Your petltioner(s), who Is/arc 18 yeurs of age or older an the execut orB In the last wlll of the above decedent, doled Nov. 19 and codiell(s) dated named , 19..11- 'Oecendent was domiciled at death in Cumberlond Countr Pennsylvania with "is last family or principal residence at 9 Clifton Terrace , Cor isle , PA 1 ~013 South Middleton Twp. (,lair relevant circumstances, (.8. renunciation, death or e",eculor, etc.) \" , Decendent, then 76 years of age, died Feb. 28 ,19 96 at Cnrlinle. Cumberland County. PA . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execlltlon of the will offered for probate; was not the victim of a kllling and was never adjudlClted incompetent: Decendent at death owned property with estimated values as follows: (If domiciled In Pa.) All personal property (If not domiciled In Pa.) Personal property in Pennsylvania (If not domiciled In Po.) Personal property in County Value of real estate in Pennsylvania situated as follows: (list slreet, number and munclpality) ( 0,'" ,on ()() _ .;' s s s s . I ( WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and codlcil(s) presented herewith and the grant of lellers testamentary (tC51amenlary: admlnistradon c.I.a.: admlnlstrallon d.b.n.c.I...) theron. i '0_ Oil ~ ..]' -a.g lj'ij -::.. 'g'O 1 iii fu.-~ ane F. lIur e, Senior VP ~c~~s,t serv~ :2"-~' _.pr:;e A:~.- amea L. pri~ "' ~8i? b~r e-~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 8S COUNTY OF CUMBERLAND lio Company ~ IfAR.1IeIl<> "11/lXr Co, The petltioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to thc best of the knowledge and belief of petitioner(s) and that as personal reprcscn- tative(s) of the above decedent petitioner(s) will well and t u administer the estate according to law. ............ Fina1ial Trust i! ~ .... Service Co. Sworn to or affirmed and subscribed ~ before me this 13TH day of J e o . ' . "u -919 'l' ,") I MARY C. LEW S Register (' /6-ql-5 enior VP lio TO 1I1l""" R1V .,"', This is to ccnify that Ihe infonn;uiun here ~i\'t'n is ({Inn II)' tt~pil'd f~om ,In t1ri~inJI. u.'nifi(,llc uf lli'JtI~ "Iuly rilell Wilh Local RCKi5trar. The oriHin.tllCrrifinlll' will ht.. forwar,It.'lllCllIll' SI.lll' VIl,lllh'UlId\ UHltl. fur PCllll.llll'l1l fllll1K WARNING: 1\ II 1lI0g0ltD dupllcato thll copy by photostat Of photogfaph, me as Fcc lor this ,,'nilic;llc'. Sl.IXI '5l~_~.S~~~t:~\?<:~ Lo(;.lllcximar 3426015 -.-----.---- FEB. 2 <;I 1996 --.----.------.----.------- n.lle Nu, '.-.. ,.- .....-..-. MI0I1U"'.M' COUMONWlALTH Qjr PENNSYLVANIA. DIPARTMlHT OF HULTH' VITAL "[CORDS CERTIFICATE OF DEATH - . ...... co. ...."'..- IClCIAl...QIIVT't',.."...... L 133 - 30 -1522 OoG."'OI.1l""'....,...,.....~ L Fob. 28. 1996 ,....-.UIQ Cole B. Price. Jr I. ::.,,0 ....,.-u.ccIPl_ .....,....,.'-" Scranton. PA ... , -...- une 1,191~ I~' Cumberland Y. "' ,,,....-...._-~ S. Middleton Tvp. 9 Clifton Terrnce ~",..o1l"OUP ,,---- " 1UJIW1It,l., ..._ --- -- Divorc~d tf..tiI.....__~ S. Middleton "n. AMII'~lJa.r ....::.::-.o:::=::r n Stock !\roker Brokeoge services 1 ""r"O DlUDI1fT"~IIOOIIDDflII""',~__ ,...l.l__ OICfDlNt' PA 9 Clifton Terrace :;;::1Cf If....... Corli.le, PA 17013 ~ .'. 4 .. MlCIflIWlll~ra_UIII ,~ .. - .." Cumberland ...-..' ,u.D ::..."':'.::::.. WOlHUnJWlliJ...._.--,......... Gurtrude Lovell Cole B.Price Cole B. Price. ... 0 eo- ~ ....._...0 O...~, .~ . Corli.le. PA 17013 - III 00, . ~(~.__..,.._._-.....- ....... c.--, ._- Yorktowne Crematory ...utl.tHD~ , IUlY 0 219 N. Hanover ~1(11lK__" PA 8T5 ...... , '_0 ... " -I .5:" Po , .._.............-__..._01__...-".,....-'>..-.........,--.-....... la...,__....."... ..0 ...)l'J 0.....,-_--.._... ..................-.,..._......HJl11 I==" \-..- I\UIII, ENJ....5 'h;\.u...'W ;th 0\ l'i.i 0 \Ol'IAt OlANUCfl \ ~ OUCltllO"At.- OlAHCfOJI ..... "" DlIl'.OI""",, ....., flWlOl'....uI' IftNtIIY.Il"~' OIac:-1o<MlIUI.Jtl'OCCUMlO dNAlIJOII'l" -...-" """'..""" ........ ....... o o o 'VC..Ol'fioUII'...._.__-.,..... Y. --- .. 'Ill o o - "" 0 ...0 - - - '-- c-"".._ ...0 ..0 " - ... Cl1JIlJYUIo-",_ <camf'TIJIQ~~~~,,__.....~.....-.:I_....-'_,JI "..........,--..,......___..........cq..._.....-.. ...".............................. o . ~NrtOClfltnMf'MYlICWIl,.,...................-.--~._"'- ".........................-.........._.............._....-.1....._.__... , "lllDlCALDA.~ con 0 VI O'.........................~"'IIf~..ttfiI-.."NIIMI..et......,...,........,.....-....I.... .,.._..f/IIItIW1a.................................................................................................. I?O/3 "u l:I..\'~\lol .. .-... ... ..- LAST WILL AND TESTAMENT I, COLE B. PRICE, JR., of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all fonner Wills or Codicils by me made. I. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my deccase and as part of the administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give the remainder of my tangible personal property, together with all insurance policies thereon, to such of my sons who sUlVive me by thirty (30) days, to be divided among them as they may agree or, in the absence of agreement as my corporate Executor may deem appropriate. My Executors shall sell the rest of my tangible personal property and deliver the net proceeds in equal shares to such of my sons who sUlVive me by thirty (30) days. My Executors may give away or throw out any property that is not practical to sell. 3. I give the residue of my estate (meaning the rest of the property belonging to me at my death before the payment of any death taxes but not meaning any property over which I then have only a power of appointment) to Fanners Trust Company of Carlisle, Pennsylvania, Cole B. Price, m, James L. Price and Morgan B. Price in trust for the uses and purposes set forth in a certain Amended and Restated Trust Agreement dated October 21, 1988, and amended January 23, 1992, and all amendments thereto in which I am designated as Settlor; provided, however, that if a share in the principal or income of my residuary estate is distributable to a ~ Page 1 of 4 Pages .. '.' beneficiary under said Tmst Agreement as soon as reeeived by the Tmslees, my Executors may make distribution directly to such beneficiary. 4. I direct that all estate and inheritance taxes and genemtion skipping tmnsfer taxes on direct skips that are assessed by reason of my death (including any interest and penalties thereon), shall be paid out of the principal of my residuary estate or if none, the Genemtion Skipping Tmst created under the aforesaid Tmst Agreement, except that the amount, if any, (a) by which the estate and inheritance taxes shall be increased as a result of the inclusion of property in which I may have a qualifying income interest for life or over which I may have a power of appointment, and (b) of genemtion skipping tmnsfer taxes caused by a disclaimer or by a direct skip from a trust not established hereunder, shall be paid by the person holding or receiving said property. S. I authorize and empower my Executors and Trustees, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind fonning a part of my estate for such tenns and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property fonning a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fmctional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. 6. I appoint Fanners Trust Company of Carlisle, Pennsylvania, and my sons, Cole B. Price, m, James L. Priee and Morgan B. Price, Executors under this Will. My corporate Executor shall be compensated as provided in any fee agreement between me and it, or if none, as my Page 2 of 4 Pages ~ individual Executors and my corporate Executor shall agtte. Compensation, if any. paid to my individual ExecutOrs sl1all be in addition to that paid to any corporate Executor. No bond or other !eCUtlty lIhall be required of any fiduciary in any jurisdiction. IN W1TNIiSS WHBRBOF 1 have hereunto set my hand and seal this 19th day of 'November. 1993. /;J ~~ , (SEAL) ~~~. Jr. ? SIGNBD. sBALBD, PUBUSHBD AND DBCLARBD by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request. have hereunto subscribed our names as witnesseS thereto, in the presence of the said Testator and of each other. ~\J ~ S- yL~7n.Ar Page 3 of 4 Pages COMMONWEAL"t OF PBNNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, Cule n. Price, Jr., Testator, whose name is signed to the attached or foregoing hlxlnllllenl, having been duly qualified according to law, do hereby acknowledge that I signed aud excculed the Inxtnllllent as my Last Will; that I signed it willingly; and that I signed it as my free and vuluntary acl for the purposes therein ex ressed. / / Swum ur afflnned to and acknowledged before me by Cole B. Price, Jr., the Testator, Ihls 19th day uf Nuvember, 1993. Notary Public ~ Notarial Seal =e:ro~~~ COMMONWnALTIi OF PENNSYLVANIA) My Gommlst.ioil Expre.; M"y 22. 1995 : SS. Memll.r.Penr.s/lV"""'.~oI_ COUNTY OF CUMBERLAND ) We, /VI.I";' ,f) Hv W u..,...d ~e<-A.- "-rn Gr"1~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Cole B. Price, Jr., the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator exccuted it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~~. Address 10 E. M!YJ..s-t. (I..I1/'/t.s/~ 1'/1 17~/3 ~~.~~~~:4-~140 ~IC~(' ~7o~3 Sworn or afflnned to and subscribed before me this 19th day of November, 1993. ~/1A:-' r, or )'/Z-<-/,M.-J Notary Public T ~ Nol:lriaISeaI Comno L Myen;. NoIaIy PlbIc C'~..lQ 8cro, Cumbcrt..1M MyC~~lnL~,.i~., ~JPires "\3Y~ W.enllXl. Parv'lStwan.a,A~':<Y"iIKYl of NQWIes Page 4 of 4 Pages Financial1atliiif Company S'VICCS TO: Realstcr of Wills Cumberland County Courthouse Carlisle, PA 17013 (j ~ j 1.::-: .. I'..' CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will Number: To the Register: Cole B. Price, Jr. February 28, 1996 2196-0229 I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on March 22, 1996: Cole B. Price, III 836 Alexander Spring Rd. Carlisle, P A 17013 James L. Price 831 Alexander Spring Rd. Carlisle, PA 17013 Morgan B. Price P.O. Box 620 Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: March 22, 1996 Signature: Jan F. Burke, Senior Vice President and Trust Officer Financial Trust Services Company P.O. Box 220 Carlisle, PA 17013 (717) 243-3212 Capacity: Personal Representative cc: Ivo V. Otto, III, Esquire Fanners Tru.t . Divi.ion of Financial Tru.t Company I We.t High Stre<l. P.O. Box 220 . C..li.le. PA 17013 (717) 243 - 3212 Fi"l Nalionnl Bank nnd Tru.t Co. 13 West Mnin SlIeet. P.O. Box 391 . Waynesborn. PA 17268 (717) 762 - 8161 Chnmbe"hurg Tru.t 14 Nonh Main Streel, P.O. Box C . Chnmbe"burg. PA 17201 (717) 263 - 9201 Finnncinl Trust Corp 310 Allen Rond. P.O. Box 220 . Cnrli.le. PA 17013 (717) 243.8003 "'1 . . ~~L_~~~~~-------------------------- I I '1 I I 1 I 1 I I I , , I 1 I I "",,"If ESTATE IHIORWJIOH, fl H MI !I HAME Of DECEDEHT (LAST) SI PRICE COLE B JR II DATE Of PAYMEHT m POSTMARK ~TE UHTY - - ...,..--- --",,-,-._,- , - , RECEIVED FROM. & ACN ASSESSMENT P:I CONTROL Iia NUMBER AMOUNT FINANCIAL TRUST SERVICES CO ONE WEST HIGH ST 101 ..\1 ,::100.00 . CARLISLE. PA 17013 SSN 133-30- HI22 (FIRST) (Mil ... .-:~ CUMBERLAND DATE Of DE1JH " ....t. REGISTER OF WillS .41.1500.00 SK ,', -I RECEIVED BY 'Z u' .-: J.t.1I4/.~ ,:)../01.." MARY C. LE~IS' ,'j{t/JfJ,/JjJf.:~, REGISTER OF WILLS f :; , m TOTAL AMOUNT PAID , REMARKS FINANCIAL TRUST SERVICES CO .' SEAL CHECK" 013285 '.'~'~'~-~------ ------. -----.-~-_._-- - - ----.;-;:-~~--;". t. .~. ., / ,j ~. \' -, ~, . ~. :- \, .f , ' ..- . ---~. . .' , . ...--~ -----.- , " " , I ;; - q /. &" Fan OATES OF DEAII. AFTER u/3t/ll' CHECM IlEnE IF A SPOUSAL (!/ < INHERITANCE TAX RETURN ~_Qv,~~!!.f.nEJl" IS~,LAIMED 0 ~TH()f"NNIVlYAHIA RESIDENT DECEDENT FILE NUMBER :.:~r~::-:, wlt10 J~~:~k~?S~rE~~~~l]),- ,.,~OV~~~~~=~~~~E~~----HV,~HB- DECEDENT" NAM! tLAIT.FIRIT. AND ',UDOU: INITIAU OECfO[NT'I COMPLEtE AOOA!II Price, Jr., Cole B. 9 Clllton Terrace IOCIAL UCURITY NUI.IBER DATfOFDEATIt ~A1EO'BIRTtt Carlisle, PA 17013 133-30-1522 2126196 6/1/19 Coo"" 21-96-0229 IUAYMNO SPOUIE'S NAUE (F Af'f'lICABl.[) SOCIAL SECURITY HUMBER AMOUNT RECEIVED (IE! INSTRUCTIONS) D 3. Remainder Rtturn (far da'" prlo,to 12-12-82) 41. Futur.lnterl'l Compromlll m 5. F.deral Eltatl TI. (fordat.. 01 d.ath after 12-12-82) Return Required a. Dec.dent died Tlltal' m 7. Decldlnt Maintained aLMng Trult -!..- lS. Total number at S.,. Dlposlt Attach eo ofWn Attach eo oftrult Box.. ALL CORREBPONDENCE AND CONFIDENTIAL TAX INFORMATION 8HOULO BE DIRECTED TO : COUPlETE WJUNQ ADORES' Farmers Trust Company 1 West High Street P.O. Box 220 Ca lisle. PA 17013 130,500.00 466,626.65 15. Spousal Tranlf.r (for datil after 0-30-04) SlIlnltructlonl for Applicable Perclnt on Revefse (15) Sid.. (Include valu.. from Schedull K or Schedule M,) 10. Amount of line '4 taxable. e% ral. (Include valulI from Schedule K or Schedule M) 17. Amount otlln.'4 taxable at 15" rate (Include valulI fram Schedule K or Schedule M) '8. Principal lax due (Add tax from Iin"5, 10 and from line 17) ,g. Credit, Spousal Poverty Credit Prior Payment. Discount 0.00 + 41,500.00 + 2164.21 20. tfllne'O II greaterlhan IInl 18. entlrth. difference on lint 20. Thill' the OVERPAYMENT .~ 21." IIn. 18 II gr..tlrtha" line ,g, .nter the dtff"lncI onllno 21. Thlll'the TAX DUe. A. Enter theln"r'" onlh. balance due on IIn. 21A. B. Enter thltotel ofllnl 21 and 21Ao" Iln. 21B. thill, the BALANCE DUE. Make ChIck pa abl, to: Re Ilt.r of Willi A ent BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH n ., p, eloper rv, te are that v. .xam n. t I return, nc u Ing accompan ng IC edul.. and Itatemenll, an to I. eslo my no e g. an It II tru., contet and completl.1 dtelarl thai an r.aleltate hal be.n reported at Irue market value. DeclaraUon of preparer other lhan personal repr..entallYell baled on alllntormallon of whlch It arer has an knowted I. o TUR!, ~~SISLEFORFIUNORETURN. ADDRE~ Da'o Financial Trus; Services Company /1:~~~M~n Price. Cole Price, III ! II~ 7/rl ~ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS 01'0 !Xl D !Xl o o 1. Original Return 4. Umhad EllAtl ....E Financial Trust Services Com an TEl.EJ'HClHE NUMBER 717-240-4504 1. Roal EllAl. ( Schodula AI (1) 2. Stackllnd Bond. (Schodulo B) (2) 3. Clollly Hlld Slock/Partnerlhlp Inlerllt (Schedule C) (3) 4. Martgaga. and Na'o. Rocolvabll (Sch.dulo D) (4) 5. Cash, aank Depolltl & Mllcellaneoul Plllonal Property (5) (Schldulo E) 8. Jointly Ownod P,oparty (Schodulo F) 7. Tronlf... (Schodula 0) (Schodull LI 8. Tala! Grall AllIls (tolal line. 1-7) D. Funeral Expenl.., Admlnlltratlve COlli, Mlscellaneoul (Q) Explnltl (Schedull H) 10. Dabt. Martglga Uablllllll, Uan. (Schodull Q 11. Tola! Deducllonl (Iolallln.. D & 10) 12. Net Valul ofEllatl (line a mlnul line 11) 13. Charttable and Governmental aequ..ls (Schedule J) 14. Nat Valua SubJoc' to Tu(lIna 12 mlnu.lino 13) 0.00 2. Qupplemenlal Return None None (8) (7) None 732,316.85 (10) 66,431.69 663,887.16 663,687.16 (18) (17) Interell 0.00 (Ig) (20) 43.684.21 3,650.96 Cht.ell la-Ie If you clrf> requl..'shnq.1 lelund,of your ovef!MYn1(>nl (21) (2' A) (2IB) 0.00 0.00 I , DE8CRIPTlOH V"LUE AT DATI! OFDE" 1. Residence, 9 CI~lon TelTllce, Carlisle, PA (AppraI8a1 At1ached) (As part of Trusl DTD 10/21/88 amended 1/23/92) 130,500.00 Total alia Int<< on Ilnl 1. reel Itulatlon 130 500.00 UTATE Of Cole e. Price, Jr. SCHEDULE E ~ CASH, BANK DEPOSITS AND MISCELLANEOUS ~EBS_ONAL..P..BOJ~ERIY_-- ___", .f1....P/11lI o/.TYP. FilE HUMBER 21-00-0229 ca-';'r14~1MDP""''''VNM ..MMCt'......'MIil ....NTIlIWOlNT All ro .rt olnll -own.d wllh thl RI hi olSUrvlvollhlp' mUlt bl dll.lolld on Schldull F. ITEM DESCRIPTION NUMBER VALUE AT DATE Of DEATH 1. Checking Accoun~ Farmers Trust CompBny 2, Premium Refund, Capital Blue Cr08s/Blue Shield 3. Savings Accoun~ Bank One 4. Green Valley News & Sun, subscription refund 5. Checking Accoun~ Bank One 6. Premium Refund, AM Ufe Insursnce Company 7. The Sentinel Newspaper, subscription refund 6. TV Cable of Carlisle, refund 9. US West Communlcation8, refund 10. 360 Degree Communications, refund 11. Premium Refund, Generel Accident Insurance 12. Homeowners Premium Refund, PloU9h & Ulllch Insurance Agency 13. PNC Bank, Income distribution to 000 Cole Price TUA acct #1157646 14. Income Cash (Trust OTO 10/21/86 amended 1/23/92) 15. Principal Cash (Trust OTO 10/21/88 amended 1/23/92) 16. SMer Coln8, as appraised 17. 1966 Chevrolet Truck 16. 1995 Chevrolet Blazer 19. PersonBI Property. Clifton Terrace 20,688,91 210.80 6,911.11 16.35 157.82 3.13 12.30 53.20 6.91 32.03 187.00 63.00 4,667.09 19.764.58 44,694.00 1.458.00 2,000.00 16,000.00 15,080,00 Total allo .nt.r on Ilnl 4 reel hulatlon (tf mar. .plc.11 n..d,d, lnlln addltlon.lsh,etl of ..m. Ilt,) 134229.13 DIIILp~.UUMCW"JM1\'" ........W'l'......ft.IIN . .t:..S!lr~' EITATE OF Cole B. Prlce, Jr, SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-96-0229 A Cole B. Prlce, III 636 Alexander Sprlng Road Carlisle, PA 17013 Son B. Jolnllv-ownod .ro.ortv: N~U';ER 'Foli" DATE TOTAL VALUE OECO'S DOLLAR VALUE OF . JOINT MADE DESCRIPTION OF PROPERTY OF A88ET "INT. DECEDEHT'S INTEREST TENANT JOINT 1. A 5/17/91 Checking Accoun~ Oauphln Oeposlt Bank 1,925,74 50% 962,87 0.00 Total 11110 Inter on lln. a recantlulatlonl 962.87 (tf mora IpacIII n..dld, Inllft additlonallhl.1 of laml IIzI) CIlIIIIOM1H.YMGPHIiMYlYAJM "''''AICI TAM'Y\IIW "11OI"'W"ClW"HT SCHEDULE H L FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND .....M IS.c ELLAN EOVS_EXP-EN.SES .PI...._Typ. oLfJlnl esTATE OF FILE NUMBER Cole B. Price Jr. 21-96-0229 AMOUNT ITEM NUMBER A. DE8CRIPTION Funeral Expenses: James L Price, reimburse flowers, food & ministers Nell's Food Marke~ food for Memorial Service Merrie Lee Price, reimburse expen8es for Memorial Service Hoffman Roth Funeral Home, funeral expense Dunmore Cemetery, 9rave openln9 Cemetery Association of Dunmore, en9ravlng 324.09 64.96 160.08 958 320 259.50 1. 2. 3. 4. 5. 6. B. Administrative Costs: Financial Trust Services Company 19,474.74 1. P"lanal Repr..tntaUv. Commllllonl Cole Price, Morgan Price, & Jamea Price 19,474.74 SoclalSlCurlty Numb., of Per.onal Rtpr...ntatlv,: V.... Commlulon. paid _ 2. Attorn.y F... Martson, Deardorff, Williams & Otto 12,000.00 3. Family EllmpUon Claimant RllaUon'hlp Add.... 01 Claimant at decldont', dlllh Str.1t Add,.u City Stat. 0.00 4. Probate F... Register of Wills, Letters Testamentary 407.00 C. Miscellaneous Expenses: 1. Carl E. Ocker, personal property appraisal Clifton Terrace 2. Morgan B. Price, reimburse expense ArIzona property 3. Cole B. Price III, reimburse expenses ArIzona property 4. Firehouse Antique Canter, appraisal fee ArIzona personal property 5. Patricia A. Jent SM, appraisal fee ArIzona real estate 8. Cole B. Price III, reimburse for certified copy of divorce decree 7. Jeffrey's Carpet Cleaning, ArIzona property 8. Stonehedge Homeowners Association, dues Clifton Terrace property 9. Plough & Ulllch, liability premium 10. Asher & Asher, appraisal fee Pike County property 11. Cumberland Lew Joumal, advertising Letters Tesllimentary 12. The Sentinel, advertising Letters Testamentary 13. Martson, Deardorff, Williams & Otto, balance due Estate Planning 14. Robert C. Calms Tax Collector, real estate taxes Clifton Terrace 15. James Lee Kirk Tax Collector, real estate taxes ArIzona property 18. Miscellaneous Filing and Closing Costs 75.00 254.31 1,686.38 110.00 250.00 9.00 64.93 420,00 127.00 500.00 60.00 74.71 1,597.00 1,709.06 395.48 400.00 Tolll alia .nllf on lin. D, recl ltulatlon (If mort 'ple. II n..d,d, Inll" addlUanal Ihlll' of 11m. .Ize) 61 174.00 .-.~. ~ L. r -- . 'WlII'l.TMCII'flHNmWMto "'MIIa tAlI N1\IIN SCHEDULE J BENEFICIARIES UTATe OF Cole B. Price, Jr. FILe NUMBeR 21-116-0229 ITeM NUMBER NAMe AND ADDRE8B OF BENEFICIARY ReLATIONBHIP AMOUNT OR sHARE OF UTATe A. Tuablo BOqUlltl: 1. Flnanolal Trusl Servlces Company, Trustee FBO Cole B, Price III, Morgsn B. Price, & JeI1lflS L Price Sons HID" ITEM NUMBER NAME AND ADDRE88 OF BENEFICIARY AMOUNT OR SHARE OF UTATE B. Chartlablo and Gov..nmontal Boqullt" 1. TOTAL CHARITABLE AND GOVERNMENTAL BEOUEST8 Alia ontor on Uno ,~ Roco Nutation (If mati IplCI II nlldld, In..'. additional Ihlltl 01 IIml 1111) 0.00 ... .- '-. .- ....--..-.. .....-.... LAST WILL AND TESTAMENT I. COLE B. PRICE, JR.. of Carlisle. Cumberland County, Pennsylvania. being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all fonner Wills or Codicils by me made. I. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any properTy) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other properTy not passing under this Will. 2. I give the remainder of my tangible personal property, together with all insurance policies thereon, to such of my sons who survive me by thirty (30) days, to be divided among them as they may agree or, in the absence of agreement as my cOlporate Executor may deem appropriate. My Executors shall sell the rest of my tangible personal property and deliver the net proceeds in equal shares to such of my sons who survive me by thirty (30) days. My Executors may give away or throw out any property that is not practica1to sell. 3. I give the residue of my estate (meaning the rest of the property belonging to me at my death before the payment of any death taxes but not meaning any property over which I then have only a power of appointment) to Fanners Trust Company of Carlisle, Pennsylvania, Cole B. Price. m, James L. Price and Morgan B. Price in trust for the uses and purposes set forth in a cenain Amended and Restated Trust Agreement dated October 21, 1988, and amended January 23. 1992. and all amendments thereto in which I am designated as Settlor; provided. however. that if a share in the principal or income of my residuary estate is distributable to a , /~tPJ' .: .B.P. Page I of 4 Pages ~ 'i:" ~.~~'! ".".. . , . . . , beneficiary under said Trust Agreement as soon as received by the Trustees. my Executors may make distribution directly to such beneficiary. 4. I direct that all estate and inheritance taxes and generation skipping transfer taxes on direct skips that are assessed by reason of my death (including any interest and penalties thereon), shall be paid out of the principal of my residuary estate or if none, the Generation Skipping Trust created under the aforesaid Trust Agreement, except that the amount, if any, (a) by which the estate and inheritance taxes shall be increased as a result of the inclusion of property in which I may have a qualifying income interest for life or over which I mar have a power of appointment. and (b) of generation skipping transfer taxes caused by a disclaimer or by a direct skip from a trust not established hereunder, shall be paid by the person holding or receiving said property. 5. I authorize and empower my Executors and Trustees, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal propeny of any nature; to sell. lease, pledge, mongage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a pan of my estate for such terms and such prices as they may deem advisable; to borrow money for any putpOses connected with the protection and preservation of my estate; to mongage or pledge any real or personal property forming a pan of my estate or to join in or secure the parotion of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. 6. I appoint Farmers Trust Company of Carlisle, Pennsylvania. and my sons, Cole B. Price. m, James L. Price and Morgan B. Price. Executors under this Will. My corporate Executor shall be compensated as provided in any fee agreement between me and it. or if none, as my Page 2 of 4 Pages /!di' < . C:B11. j individual Executors and my corpol1ltc Executor shall agree. Compensation, if any, paid to my individual Executors shall be in addition to that paid to any corpol1lte Executor. No bond or other security shall be required of any fiduciary in any jurisdiction. llIl WITNESS WHEREOF I have hereunto set my hand and seal this 19th day of November, 1993. ~>/tJ.'1 #-/ , -~;j ;/:;, '.. _: (SEAL) t ~ . "-1 /" ole B. Price, r. V SIGNED, SEALED, PUBUSHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and 'of each other. ~'J ~ S- ,,&~ ___"?l7 Ar Page 3 of 4 Pages , . '. .... ~ ~ . ' . . . , ' .~ '. . . . ~,.1 ..... . . . " , ' COM:MONWEALrn OF PENNSYLVANIA ) COUNTY OF CUMBERLAND SS. ) I, Cole B. Price, Jr.. Test:llor, whose name is signed to the alt'1ched or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein e~l1ressed." /7 /7 " /1 "/ ,4;". I' ~ . Cole B: Price, J r: ~ Sworn or afflIllled to and acknowledged before me by Cole B. Price, Jr., the Testator, this 19th day of November, 1993. 14- No Public ' tary C Nc;:n.,.. Sola! c.onr.. L~. Norary PUl6c COMMONWEALrn OF PENNSYLVANIA) ~+~;~"~~t~~~ : SS. Me"06r.r'=t"atN~OII'i<J1anes COUNTY OF CUMBERLAND ) We. Iv'll f. tJ /tv ill. ~ -.Ju.,-.JL. yon 6-r~r; the witnesses whose names are signed to the alt'1ched or foregoing instrument. being duly qualified according to law. do depose and say that we were present and saw Cole B. Price, Jr., the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. \ "\ \ I~ 6..."'-l'J )..JL Address /0 E. Joh~ ~-r . (3(}.r;"s/~ r'A- /71)/3 i_ /., / a.(..!o .t.::t". 7?~+ ~.~"-" . Aadress / ~ .~:f' x;.~<-,,&.( /O;l.....r x:.v: ( 'iC '-'("ooL,L /-6 / 7 ~ /:3 Sworn or afflIllled to and subscribed before me this 19th day of November. 1993. /!..c. ~ !.. "" .-J > j~/ -', -v Notary Public J L "",,,,,..s,,a! C?~"':,! L. :.f:&r:. ~J.Jtt'Y f)l..tfc CJ".~..!':"C~:, '......!~!'.1.~c.~ "1':'~.~"' -..~ -. ~1:'''r~~.~~.Z'.:~ ~'.ellw~;,~ar... ":"-.-mn c'NcMnes Page ~ of ~ Pages . " TRUST AGREEMENT This Trust Agreement is made on this ~ day of October, 1988, between Cole B. Price, Jr. ("Settlor"), and Farmers Trust Company, Cole B. Price, III, James L. Price and Morgan B. Price ("Trustees") . WIT N E SSE T H : Settlor hereby transfers and delivers to Trustees the property listed on the attached Schedule A, the receipt of which is hereby acknowledged by Trustees. Trustees shall hold and manage such property in trust, as well as any other property that is a part of this trust or that may be added to this trust for the following uses and purposes: I. DISTRIBUTION DURING SETTLOR'S LIFETIME. During the lifetime of Settlor: A. The net income shall be paid to him in quarterly or other convenient installments. B. As much of the principal as he may from time to time request in writing shall be paid to him or to any other person or organization, including the entire exhaustion of principal. C. As much of the principal as Trustees may from time to time deem advisable for his health, maintenance and support shall be paid to him or shall be applied for his benefit by Trustees. II. DISTRIBUTION UPON SETTLOR'S DEATH. Upon Settlor's ."'" " d11!1 )# ~~~q. /iJJ!J J1-f t7VtffJt f p. ,-- .__..'~,~..---- death, Trustees shall distribute the net income and principal as follows: ARTICLE A. REAL ESTATE TRUST FOR SETTLOR'S WIFE. Pursuant to the terms of a certain Antenuptial Agreement dated October 10, 1985, and if not already purchased during Settlor's lifetime, Trustees shall ~ 'be' o.h4 pet3t"'ll./ tLse J1 I (lfp, purchase and hold in trust during the iifetime^of ~[?~' Settlor's wi~e, Polly M. price, or until her earlier.,.~f)~r' the etpJ-lvfJ-Jent of t I' Ii remarriage 11 a cottage at Sarah Todd Memorial Home, We South street, Carlisle, Pennsylvania, u 11._ pl._l_..~~ ~L___~J provided that: 1. settlor's wife shall survive him; and 2. Settlor and his wife have not been divorced or estranged prior to settlor's death. Upon the death or earlier remarriage of Settlor's wife, MA.;4, be heJd "r r...." VBstu/ t:U; m '1 this real estate _Ld' L_" 1 1I1'u1i irll .4 '__.U..Ae tr.!i'~_~S"_ ~~~:' .Erl1u l~~r~1! .t_ j _lllb _"u-..I 'tL L1.l! } ;j' 1>' -r _..r~lu"..~ll~ft. ARTICLE B. GENERATION SKIPPING TRUST. Trustees shall hold in trust those assets to which settlor's Executors have allocated the exemption from the generation skipping transfer tax pursuant to section 2631(a) of the Internal Revenue Code of 1954 or the corresponding provision of any successor federal tax law, which shall be administered as follows: 1. If settlor's wife survives him and if Settlor and his wife have not been divorced or estranged, thereafter during her lifetime or until her -2- earlier remarriage, the net income shall be paid to her in quarterly or other convenient installments. 2. Upon the death or earlier remarriage of Settlor's wife (or if Settlor's wife does not survive him or if Settlor and his wife have been divorced or estranged) all funds then held in trust under this Article B shall be divided into equal trusts, so there will be one trust for each child of Settlor, either then living or then dead leaving issue to survive, and thereafter said trusts shall be administered as follows: 8. The net income from each trust shall be paid to the beneficiaries, applied for their benefit or accumulated as corporate Trustee may determine. b. As much of the principal of each trust as corporate Trustee may determine shall from time to time be paid to or applied for the health, maintenance, support or education of the beneficiaries. c. At the death of each child (or at the time for setting apart his share in the case of each child who dies before that time), Trustees shall distribute his share as such child may appoint by will, expressly referring to the power of appointment hereby created. Such appointment shall be limited to such child's spouse and to descendants of such child or of Settlor. Any appointment to such child's spouse shall be limited to income only and shall not include the appointment of any principal of said Trust, which principal can only be appointed to descendants of such child or of Settlor. In default of the effective exercise of this power by any child, the trust shall be distributed per stirpes among such child's then living issue. In case any of Settlor's children should die without issue, the trust for such child shall be distributed equally among the trusts for Settlor's other children. If such a trust has terminated previously, the share distributable to such trust shall be distributed instead to the issue then living of the child for whom such trust was established, per stirpes. -3- ~~ d. If all of Settlor's children should die without issue, the trust shall be distributed to Settlor's heirs under the intestate laws of the commonwealth of Pennsylvania. 3. In the exercise of its discretion with respect to the accumulation of income and the use of principal for any beneficiary, corporate Trustee may take into account other property and income available to such beneficiary. In so doing, corporate Trustee may rely conclusively on written representations made to it by such beneficiary, and the judgment of corporate Trustee as to the amount of income accumulated nnd principal so used and the extent to which other resources are considered shall be conclusive as to all parties in interest. 4. Notwithstanding anything herein to the contrary, no beneficiary, whether having a vested or contingent interest, who is also a Trustee, 'shall participate in any discretionary decision relating to his or her right in or to income or principal or the division of tangible personal property or in any determination of his or her capacity, in which cases the decision of the corporate Trustee shall control. ARTICLE C. RESIDUARY TRUST. Trustees shall hold the assets remaining herein, if any, after setting aside the sum required for the Generation Skipping Trust in trust, to be called the Residuary Trust, which shall be administered as follows: 1. If Settlor's wife survives him and if Settlor and his wife have not been divorced or estranged, thereafter during her lifetime or until her earlier remarriage, the net income shall be paid to her in quarterly or other convenient installments. 2. Upon the death or earlier remarriage of Settlor's wife (or if Settlor's wife does not survive him or if Settlor and his wife have been divorced or estranged) all funds then held in trust under this Article C shall be distributed free of trust to Settlor's issue, per stirpes. -4- III. YOUNG OR DISABLED BENEFICIARIES. If any person entitled to a share of any income or principal under this Trust Agreement is, in the opinion of Trustees, disabled, or under the age of thirty-five (35) years at the time of distribution to him or her, and if the value of any such share is more than the amount that may be paid to him or her or in his or her behalf without the appointment of a guardian or other fiduciary or the delivery of security, corporate Trustee shall retain such share in trust, and expend as much of the income and principal as corporate Trustee may deem appropriate to provide amply for the needs of such beneficiary. Any income not so expended shall be accumulated and paid, together with the remaining prin- cipal, to the beneficiary upon reaching age thirty-five (35) or, in the opinion of corporate Trustee, upon becoming free of disability, or to the said bene- ficiary's estate if he or she dies before reaching that age. Notwithstanding the foregoing, if said share is or becomes of such value that, in the judgment of corporate Trustee, it shall be uneconomical or otherwise inappropriate to set up or continue the trust, corporate Trustee may, in its absolute discre- tion, distribute said share directly to the beneficiary or to any other person deemed suitable by corporate Trustee (in which case the receipt of the beneficiary -5- f t , or other peroon shall be a full acquittance to corporate Trustee), or deposit such principal and any accumulated income in an interest-bearing bank account for the beneficiary, with or without restrictions as corporate Trustee may deem appropriate. 1. Notwithstanding the foregoing, each trust hereunder shall terminate not later than twenty- one (21) years after the death of the last survivor of Settlor's descendants living at the time of the execution of this Trust Agreement, and the assets shall be distributed free of trust to the beneficiary thereof. IV. PROTECTION OF BENEFICIARIES. The interest of the beneficiaries hereunder, until actually distributed, shall not be subject to anticipation or to voluntary or involuntary alienation. V. TRUSTEES' POWERS. Any Trustee may resign at any time without court approval. All Trustees acting under this Agreement, whether or not named herein, in addition to the powers granted to them by law and by other provisions hereof, may exercise the following powers, which shall continue after termination of the trusts provided for herein until actual distribution of the assets: 1. To retain and invest in any property, inclUding by way of illustration and not by way of limitation, common stock up to one hundred (100%) percent of Settlor's trusts, stock of corporate Trustee or any affiliated or subsidiary corporations thereof, any common or diversified trust funds maintained by corporate Trustee, certificates of deposit of corporate Trustee and any form of life insurance, annuity or endowment policies. In so doing, Trustees may act without restriction to legal -6- -,.~_..._"~.._~,.,...,,,.,.-. _." ..... investments and without responsibility for diversification. Trustees may also keep reason- able amounts of cash uninvested. 2. To sell any real or personal property at public or private sale, for cash or credit, with or without security; and to exchange, repair, improve, partition or lease real property without restric- tions as to time, and give options for sales, leases and exchanges. 3. To compromise claims. 4. To borrow money, and to mortgage or pledge any property. 5. To make distributions in cash or in kind or partly in each. Any property distributed in kind shall be distributed at the lower of (a) its value at the time of distribution or (b) its value as finally determined for federal estate tax purposes. Distributions in kind shall be made proportionately among the distributees. 6. To subscribe for stocks, bonds or other invest- ments; exercise any stock options or similar right; join in any plan of lease, mortgage, merger, reorganization, consolidation, foreclosure or voting trust and deposit securities thereunder; register securities in the name of the nominee of corporate Trustee; and generally exercise all the rights of security holders of any corporation. 7. To retain and pay agents, employees, accountants and counsel (including but not limited to investment counsel) for advice or other profes- sional services; no fiduciary acting hereunder, however, shall be obligated to follow any such advice. 8. To hold, manage, invest and account for separate trusts either as separate funds or in one or more consolidated funds in which each trust shall own an undivided interest. 9. Unless Settlor in his Will shall direct otherwise by express reference to this Trust Agreement, to pay all estate and inheritance taxes and genera- tion skipping transfer taxes on direct skips that are assessed by reason of Settlor's death (including any interest and penalties thereon) out of the principal of Settlor's residuary estate, -7- '''",-, ,~ which shall be borne by the above Residuary Trust, or if none, the above Generation Skipping Trust, except that the amount, if any, (a) by which the estate and inheritance taxes shall be increased as a result of the inClusion of property in which Settlor may have a qualifying income interest for life or over which Settlor may have a power of appointment, and (b) of generation Skipping transfer taxes caused by a disclaimer or by a direct skip from a trust not established hereunder, shall be paid by the person hOlding or receiving said property. lO. To add to the principal of any trust created hereunder any property received from any person by deed, Will or otherwise. 11. To determine whethel: any receipt or disbursement should be allocate to income or principal or partly to each, except that all stock dividends shall be allocated to principal and fractional shares shall be rounded up to full shares. All income undistributed at a beneficiary's death shall be treated as if it had accrued after his or her death. l2. To claim any expense of administration of Settlor's estate as an income tax deduction whenever and to the extent that in Trustees' sole jUdgment such action will achieve an overall reduction in income and death taxes of Settlor's estate. No compensating adjustments among beneficiaries or as between income and principal shall be required or made as a result of such action. l3. To perform the terms of a certain Antenuptial Agreement dated October 10, 1985, entered into by Settlor, and to execute all documents necessary to effectuate the purposes of said agreement. 14. To make such elections and allocations under the tax laws as Trustees in their absolute discretion deem advisable, including allocating Settlor's generation skipping transfer tax exemption. Elections and allocations shall be made without regard to the relative interests of the bene- ficiaries, and shall be conclusive upon all affected persons. Trustees should be guided by Settlor's desire to minimize the estate tax payable by his estate. No adjUstment shall be made between principal and income or in the -8- relative interests of the beneficiaries to compensate for the effect of elections or allocations under the tax laws made by Trustees. 15. To relinquish by instrument in writing, in whole or in part, any power given to them by law or under any provision of this Trust Agreement, provided that such relinquishment shall not bind their successors unless similarly relinquished in writing. VI. COMPENSATION. corporate Trustee shall be compensated for its services hereunder as provided in any fee agreement between me and it, r~ if none as my individual Trustees and my corporate Trustee shall agree. As compensation, each individual Trustee shall ~~_ / }ir~.J- receive one half (1/2) of the compensation paid to the L~~ corporate Trusteeto cer,.....e"c~ ... t ~~ttld,.JS dedJ. tJrI;'~IA.Ci0', ~ VII. AMENDMENT. Settlor specifically retains the right t~ change the foregoing Trust Agreement in any manner tha~ he may desire, including the right to revoke this instrument in its entirety or in lieu thereof to establish any additional powers, conditions or terms, or to delete any powers, conditions or terms, but if any such change would enlarge the duties or respon- sibilities of the Trustees, then their agreement shall be required before such change becomes effective. GOVERNING LAW. This is a Pennsylvania trust, and VIII. questions regarding its validity, construction and administration shall be determined in accordance with the laws of the commonwealth of pennsylvania. -9- IN WITNESS WHEREOF, and intending to be legally bound, Settlor and Trustees have executed this Trust Agreement on the (SEAL) FARMERS TRUST COMPANY By: Title~~Vlt~ TRuH or-t-Ic.EP. //' /'/ //Y;"'" " /7 (/); < , ~~EAL) COLE B. ~RICE, III Witness: .' , (SEAL) witnes J ~v , \ 'W j\ '\~tn~'~: \J' \ ' \' ' . ' \ ~lf/l'" .ff f1/2<-U- J L. PRICE (V\ -~?' MOR~ B. PRICE "-- (SEAL) Trustees -10- AMENDMENT TO TRUST AGREEMENt ~ This Amendment is made on this ~ day of j'AAlUlflll ~ J-. , 199/. by Cole B, Price, Jr. (.Settlor.). WITNESSETH: Whereas, Settlor created a certain trust by agreement (the .Agreement"), dated October 21, 1988, between himself and FARMERS TRUST COMPANY, COLE B. PRICE, III, JAMES L. PRICE, AND MORGAN B. PRICE as Trustees; Whereas, under the provisions of paragraph VII of the Agreement, Settlor retained the right to change the Agreement in any manner that he may desire; and Whereas, Seltlor now wishes to exercise that retained right by amending the Agreement in whole. Now, Therefore, effective immediately, the Agreement is amended in whole as follows: 1. Sections I through vm are deleted in their entirety and the following paragraphs are substituted therefor: . I. DlSTRIBUTlON DURING SElTLOR'S LIFETIME. During the lifetime of Seltlor: A, The net income shall be paid to him in quarterly or other convenient installments or shall be applied for his benefit by Trustees. B. As much of the principal as he may from time to time request in writing shall be paid to him or to any other person or organization, including the entire exhaustion of principal. child shall be distributed equally among the trusts for Settlor's other children. If such a trust has terminated previously, the share distributable to such trust shall be distributed instead to the issue then living of the child for whom such trust was established, per stirpes. d. If all of Seulor's children should die without issue, the trust shall be distributed to Settlor's heirs under the intestate laws of the Commonwealth of Pennsylvania. 2. In the exercise of its discretion with respeclto the accumulation of income and the use of principal for any beneficiary, corporate Trustee may take into account other property and income available to such beneficiary. In so doing, corporate Trustee may rely conclusively on wriuen representations made to it by such beneficiary, and the judgment of corporate Trustee as to the amount of income accumulated and principal so used and the extent to which other resources are considered shall be conclusive as to all parties in interest. 3. Notwithstanding anything herein to the contrary, no beneficiary, whether having a vested or contingent interest, who is also a Trustee, shall participate in any discretionary decision relating to his or her right in or to income or principal or the division of tangible personal property or in any determination of his or her capacity, in which cases the decision of the corporate Trustee shall control. ARTICLE B. REMAINlNG ASSETS. All assets remaining, if any, after funding the Trust described in Article A above and after paying all taxes and other expenses of administering Settlor's estate shall be distributed free of trust to Settlor's issue, per stirpes. Ill. YOUNG OR DISABLED BENEFICIARIES. If any person entitled to a share of any income or principal under this Trust Agreement is, in the opinion of Trustees, disabled, or under the age of thirty-five (35) years at the time of distribution to him or her, and if the value of any such share is more than the amount that may be paid to him or her or in his or her behalf without the appointment of a guardian or other -3- the powers granted to them by law and by other provisions hcreof, may cxcrcise the following powers, which shall continue aftcr termination of thc trusts provided for herein until actual distribution of the assets: 1. To retain and invest in any property, including by way of illustration and not by way of limitation, common stock up to one hundred (100%) percent of Settlor's trusts, stock of corporate Trustee or any affiliated or subsidiary corporations thereof, any common or diversified trust funds maintained by corporate Trustee, certificates of deposit of corporate Trustee and any form of life insurance, annuity or endowment policies. In so doing, Trustees may act without restriction to legal investments and without responsibility for diversification. Trustees may also keep reasonable amounts of cash uninvested. 2. To sell any real or personal property at public or private sale, for cash or credit, with or without security; and to exchange, repair, improve, partition or lease real property without restrictions as to time, and give options for sales, leases and exchanges. 3. To compromise claims. 4. To borrow money, and to mortgage or pledge any property. 5. To make distributions in cash or in kind or partly in each. Any property distributed in kind shall be distributed at the lower of (a) its value at the time of distribution or (b) its value as finally determined for federal estate tax purposes. Distributions in kind shall be made proportionately among the distributees. 6. To subseribe for stocks, bonds or othcr investmcnts; exercise any stock options or similar right; join in any plan of lease, mortgage, merger, reorganization, consolidation, foreclosure or voting trust and deposit securities thereundcr; register securities in thc name of the nominee of corporate Trustee; and generally exercise all the rights of security holders of any corporation. 7. To retain and pay agents, employees, accountants and counsel (including but not limited to investment counsel) for advice or other professional services; no fiduciary acting hcreundcr, however, shall be obligated to follow any such advice. -5- 8. To hold, manage, invest and account for separate trusts either as separate funds or in one or more consolidated funds in which each trust shall own an undivided interest. 9. Unless Settlor in his Will shall direct otherwise by express referenee to this Trust Agreement, to pay all estate and inheritanee taxes and generation skipping transfer taxes on direct skips that are assessed by reason of Settlor's death (including any interest and penalties thereon) out of the principal of Settlor's residuary estate, which shall be borne by the assets described in Article B above, or if none, the above Generation Skipping Trust, except that the amount, if any, (a) by which the estate and inheritanee taxes shall be increased as a result of the inclusion of property in which Settlor may have a qualifying income interest for life or over which Settlor may have a power of appointment, and (b) of generation skipping transfer taxes eaused by a disclaimer or by a direct skip from a trust not established hereunder, shall be paid by the person holding or receiving said property. 10. To add to the principal of any trust created hereunder any property received from any person by deed, Will or otherwise. 11. To determine whether any receipt or disbursement should be allocate to income or principal or partly to each, except that all stock dividends shall be allocated to principal and fractional shares shall be rounded up to full shares. All income undistributed at a beneficiary's death shall be treated as if it had accrued after his or her death. 12. To claim any expense of administration of Seulor's estate as an income tax deduction whenever and to the extent that in Trustees' sole judgment such action will achieve an overall reduction in income and death taxes of Settlor's estate. No compensating adjustments among beneficiaries or as between income and principal shall be required or made as a result of such action. 13, To make such elections and allocations under the tax laws as Trustees in their absolute discretion deem advisable, including allocating Settlor's generation skipping transfer tax exemption, Elections and allocations shall be made without regard to the relative interests of the beneficiaries, and shall be conclusive upon all affected persons. Trustees should be guided by Seulor's desire to minimize the estate tax payable by his estate. No adjustment shall be made between principal and income or in the relative interests of the beneficiaries to compensate for the effect of elections or allocations under the tax laws made by Trustees. .6- _n..., ...-.. 14. To relinquish by instrument in writing, in whole or in part, any power given to them by law or under any provision of this Trust Agreement, provided that such relinquishment shall not bind their successors unless similarly relinquished in writing. VI. COMPENSATION. Corporate Trustee shall be compensated for its services hereunder as provided in any fee agreement between Seulor and it, or if none as Settlor's individual Trustees and corporate Trustee shall agree. VII. AMENDMENT. Settlor specifically retains the right to change the foregoing Trust Agreement in any manner that he may desire, including the right to revoke this instrument in its entirety or in lieu thereof to establish any additional powers, conditions or terms, or to delete any powers, conditions or terms, but if any such change would enlarge the duties or responsibilities of the Trustees, then their agreement shall be required before such change becomes effective. VIII. GOVERNING LAW. This is a Pennsylvania trust, and questions regarding its validity, construction and administration shall be determined in accordance with the laws of the Commonwealth of Pennsylvania.. 2. In all other respects, Seltlor hereby ratifies and confirms the Agreement as amended. IN WITNESS WHEREOF, and inlending to be legally bound, SeUlor and Trustees have executed this Trust Agreement on the date first above written. Witness: Q-.uJ p ~A"., Seulor -7- ACCEPTANCE The undersigned Trustees hereby acknowledge receipt of the foregoing Amendment and accept it as an Amendment to Trust Agreement of October 21, 1988. FARMERS TRUST COMPANY Allest: ~f"la,(, . ^n~,~ Title: f'.s:..a~ Witness: ~ COLE B. PRICE, III a-.."" ,. ~ /,~"I lfMES L. PRICE J'~ TI ))<- " "- MORGArt PRICE ~ Cn-~k~~ ~/.;(~h Q-~Vl'tf.f~ Trustees -8- . i ^... -~./ioIlM..~...."'tt'\I,ll.."-.'~: '10"";_.,,,.,,, ~...~~~":~4,.,'____."__" APPRAISAL OF THE PROPERTY LOCATED AT 9 Clifton Terrece Carlisle, PA 17013 AS OF 2128196 DOD $ FOR FARMERS TRUST COMPANY f , One Wesl High 51 roe. P.O. Box 220 Cerlls'e, PA 17013 ~ ": ~. ey STEVEN W. SARRETT REA~ ESTATE 124 N. Henover Slreel Cerllsle, PA 17013 Steven w. Barrell Real Estale 124 N, Hlnovlr Sill" ClrUII.o PA 17013 (717)243.0040 March 27. 1990 Farmers TruSI Company One Wesl High Slreel P 0 Bo. 220 Carlisle, PA 17013 RE: ProperlY' 9 Clillon Terrace Carlisle. PA '7013 Cole PRICE III ESlale 96.0267 Borrower. File No.' Oear Sir or Madam: In accordance wilh your requesl. I have personally Inspecled and prepared an appraisal repor' ollhe raal properly lecatad at: 9 Chllon Terrace. Carlisle. PA The purpose at this appraisal is to estimate the markot value althe properly described In Ihe body ollhls appraisal reperl, Enclosed. please IInd the appraisal repor' which describes certain dala galllered dUllng the inv8stlgalion at the properly. The methods 01 approach and reasoning in lhe valuallon 01 the various physical and economiC lactorS 01 the sublect properly are contained In Ihls report. An Inspection oltha properly and a study 01 pertlnenllaclors. including valuation trends and an analySIS 01 neighborhOod data,leads lhe appriJlSer 10 the conclusion thaI the markel value. as 012/28/96 000. Is . $130.500 The opinion 01 value e,pressed in this reporliS conllngent upon the Limiting Condlllons all ached 10 this report. It has been a pleasure to assist you: ill may be ollurther service to you in the future. please let me know. RespectfullY submilled. Steven W, Barrell Real Estate .... -, ( 1- . '-~.,..."., .. \,- ~. WILLIAM A. BASSETT Certillcalion #RL.001347.L ~...,.. .\t.......... ".. (.01,-11,"" .f". Summary Appraisal Report Cuu. Prourlv OltCllllllon UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. O<f_n"7 ~'a~.''l A.~~"~I .9 CHIton 1ernctlI , c'!Y.. Cld.Lale 'ii11. PA : O.C~~. 17013 - .~'i!1 "l!!I~' t~'OI\ o..d.. Book ._HT, _ Page 188: S.lUddloton Twp - Cc...~~, Cu.mbtldand - . ~ I AII!I~O'}~_I'_"I ~o. . ..40.-23"'0602: 119. .. . ~- ---- ;"'!fI' 9~196 " 'U'1 . 1680 ~ttt ~1""1~1~!~1. '.~~ I -- Ilono.,. Cole PRICE III Estate C"....lO...-., Pri~e Estate O~[...u., x 0....' :'~I"l "I~. ., "ON,tt"o.lIlttIHU ""''''0' 111".01 "c'1C1'1~' PI;O ':co~e"."....'" I..~il..., n"'.1 "OA' 7n v, i, ....'i~~.:oo. 0' ~'O'fC' ~I"" Stonehedge .- .- "'1D!"~'~'c,_ 23-0602 r.'~'.1 h,:1 .012' ,.00 ""_':n$ HA :l11.oISu HA 011(' 010"'111 ""0..'0'0111 C~I';" :~-tfll 0' I '0 ~. 01'2 ':11"'" HA -. ~'~~"('!.! 1 ~~rmen TL"\Ilt company A~~"II ~~ '~~~h High stre::, ~~;~Sle, :~ ~.~~ ~~ ApC'.'u' Wi liam A.Ba -'-.: W B......nt:t).': ,.. 12 H.nDvltr .r h111, ,0a'oO" 'W'01' .J<_ 'i.t.'t.l. ....1 "",IIlI.ul !~tlr'IlIl'lr""':?,i "null......... l......I...,. . _. (I~..l ~D 0.1' t~... ,I<. n,/!" .,.U' :~o. flU'JlI, 110ViI' n., 'J~ 60 \c~ . .'" ,.", .. ... ,. r.IC"'~ ~,.. . ~'~'e -- Sllll' ~, '"' X r....c' 100 ,. Ho. "~~, , 0 x "='~au "e~'~WI"1S "(".11 ~; .1<. \!11l' 'ft,~ .; .,,,~., 27' , 25 '/,' 0 , Residential 01"".','"01)', !i~QI'I;' .~x..;'" o...~u " 0.,. I~~~'. . ,lll'l[ll)"'1 '1'nn.', '" u'- Mf':1 10 "III'I'~II''''' , ti~~.. ''''al x 161"'01 0.., Ii ...~l '0'1"" ...\"'\ lio 10 V.~an~ ,n ..It'IIK' ,"I.. tUltl 1111I,...11" .II~. ..1'..".... Ir. III ,,,"'111 lul.,. I . 'II";~llCl'fIOO' :lOII~Ul'lI ,r, .~I'It~"'"'CI PeM,ylvanla Turnpike to tho north, Route 46~ to the ."ut, ..!\oute_ I 1; 174._tO._th. ..outh, flOut. _'_4_ to +theeast. ----_....- .. ! JIClDlt :I'll .!'l.CI". ,"\"I"lllHy 01 !flt ll'llOt'I'1I ,l'I'" rI';~ll'WOll' Ill'IU''''':''f " ''''II'Oj...,.1 ,., I-.-,IIS ....0'01,.'~1 ll'll"'r" '1I11U' " "'1'"1 c", I 0 ! Then an no .dver.e_tactor._to aftect market.billty of llIubject, Diverae atoblo omplo~..nt and\ . all lupportinq amenities aro "l.thln ..'Y drivinq dht.n~e , FHA/VA points are cortmOf\ tor the 0 , loeal marketplace, SHSA 42-3240-41 , . - ,.. I . Ylllt: '~~G.t.o..s " ~~. ,,,~.ttl r.';~~t~OlJ' !,"t;"~..; 1w1lllO'~ 'e' "0 '",,, :~~, ,,1.0"' 'NtU '(I'''' '.'1 " ;,~,,", .1..1' ;t"I':I.llIH ,.. ...."11 ~; :~. I I~(~ .. ~.I1~ " :C:"'l'tt.:rwl IlIO~'IU '., U't , ... ...,...'t'.'n~ ~'H' t~'~- " ,., ~.'.l. ,-t ;HI '" . .I~~,.; .Q~:fll O~) I~; property s.les records and HLS statiatics show a ste.dy moderate incr"ase In prof'JIrty values I over past.. year.. _ ^.",-'(~ge...marketlnq t iJno of BO.l00 days in area shows a good balance of supply _and dama~.._F.:tt sales _and_ tinancing concessions.areneeded in.neiQhborho_od. .. -, ----- .. - - u_._ - - .. ~ - - -,. .. .. _ ._n_.' - . P"IHII"tlrn.....,,,'UDI ll,,~~"a:l'" .. 111~' Ch'iOQ.,'!l.."~I'.~ CO"lfOlll' ~~. "0"" 0.....'.- AI"Nl.'3~ '-0111' ." _~ \0 V ACt'llI,l".l. !C:,I.II"'C.' o! ~f,".I' :'1 ,~:::"IO'OI.cl 24 "~,cr ""~I '111.1' ~~-:I'~' .."1 ,~: "' ,. ~'. l.t..~ :'~,c;, O. , ~ CUt' tlI t~"''''~' '>lI"'I~lI .~G 'lCfUI.O.', 'U..,!.II walkinrr ~r~U and corm\On "round. :'h"""I~' Seo leg.ldescription ''':{'r'~'l t.r!vel .. \", ~'!I 4,792 square teat (0''''''.0: ." x \, '5;, Typl.cal for .re. S,.:'f n"~; llll" ~I:(l' .-~ :'H',Il~,G' 1\-2 Residential Hoderat!! ," ~;. Irrequl.1r ;':J~'-i .:''"'0''.-'. X ,';1' t .;., "1I'~C~'Ol ~.,.; ,t.. .... ... '...' "":'l' . ".1.' Adaquatu , ...~.!_I.;.I'."\fU ..,:1,.,1; x P'II" t ,~. ..O:~I' ,u..r;.I,rl ~ '.. Avenge I I , UIIIIIll' ;J.:'r 1)1.,. OH-III.lm,'u'IIl,'11 .,:. ~ ,:": J'.l:, ,:- :\'.'~ '. Averaga I I {..-:.. , x ':O"P'l Macadam x J.,t.J....'.J.. Macadam I r,., X .. C.I:lI;:.'II' none "::I...:tJ!,M,o":l None. Indl.c;. tlt~. 1'111.' .x. S,:"'I" Concrete ~. '~"'A~;,.. .)(1:".:"; "U ... '" \, ...~ 'I"W ""I' x, 'i~'tlll.;~:t None .!VA'e', C \"~ )1', _11~/16 \:e,,..:,..., x ,1,") None .. :~~AVI:\C 420371 OOO,s ("~....." ~ Ig=1 '.~! J'",u '111"'.'1. ..('C".....lr:1 'tn,' IIlfU"'-U IIoC, 1,.11 1;11 " '.1 'o'~~.':'- ~; lQ"'"; .n ,::: 1;here aro n9 app.rent .dverse easements,. encroachm8nts or other .dverse conditions, Drain.ge pond located next to "rOnert.. a .........rs to h.ve no e!tect on marketabUit" . ~f';f~"\ Jl"C~":'O\ (xTER'0Il0tSCI\PT,O\ 10~":l,r:o" 3ASt'Ii\: \Su.....rO\ "0 c' l~..1 1 rO.~'11O' Poured Concrete ". Yoa .l.,.,~; ;' Ha _,'0' \u fll~'n'n 1 r.:'!IQIW.'" Vinyl/Brick 1:'1.' '~J[' None '".; " HA CO , . ''-IlI':>':''': Townhse il~''i..''H' Shingle .h"....~: None ':! Na \u.; x I ! JtI ~.. :\'Y 't 1 Story (,..!"'I "O"'~lt" Aluminum "....O~. ...~ Ha If't Na . .. I , lr,.l'i.;>.::tC": Existing N.~C:.:r.. 'It' D.H.Thermo I )~-'~'H Ha ','.:' Ha \c-, . I A;.'Y':I 6 years \lo''''r'i:'''.' Screens 'i..~ t "'I'! Ha c., 't. l' ~ ' " . Ha ;';~'"f1". , I f ,~. :..... A;, 1 .', ~ 2-~ rs I)J~~!J(!.'U ..".u Ho "','J'll. Ha I >lOOY') .~" ~ ~ ~; n'."i .'1'" )t' J J""'~ of." "t; ~'" "t~r"~' '!I':.' iJ:.f' "'II ,~ ., , J.':'\ . ll>1I,,...t I \"'i' 1 1 1 1 2 2 1,426 I ..... ~ . . : ; . \'fC ~'~l IU" ;'J:f ~:,O!J"\ 6 ..1,.'1-\ 2 ,'~' :J'~: ~ 2 .J~:' ,. 1 4;;! 6 ". ,~'l "p' :' r..~" . . :.."1 0 \'IRC)" ','J:I' ~ \'c,-,. J~ ,.fAT.V. ,'C";\ J " A"'( ".:........ ( "'~ .. .,~~",.: ~ . 'r~'" cpt/Vinyl/Cerami~ ',u lit P....., '.'.0...." ",.,. ... ~:f . " ~ .. t . ',"I' Drywall <.' Elect r ic ~1'o' v.,' _~4 \:1'1 "J'. .~ .lot .~. ;;.\ I ... , '.,...1 .' Wood c~.:':J?~ Good JI:~U 2!. j't:\'.I' ;1.' ~~'~~.I' 2 ..- -. hl~'oo' Vinyl COOL\r. '.1.....11.'. ,~. 'i:1.::' .!C. ;o~.: ~ Entry .x. )"I:'I~ ll.l~ ......I,~"~I CeramJ.c/Drywll I;,"UI Yos 11~lt'()fl~ -~- 1'00' """ )..'1 .- - - 00011 - ~o.od - ... QlO.. Ha Ye't_.., 2!. "U'I~ ,~ CI'N" -- -- ,- -~ Good Condition CC~~!'O. Good "'11...<1.....' "~".,, J'.'''h OItrU AC~,:-o.~1 'u:.'t1 !1H~3 f.I';' ,"e,r!'I"" I:Cj Front por~h, re.r p.tio, 200 amp circuit br!l.ker, ! CO'~ ,~~ " ,., "p'="-'"'' lft'fe'I!':- ,;:"I! (~. '.~t! ')-, I.~ "',,,~ ' '.::~.\ -u~,~ J,I'; : ': - \" ,: ~ -" .'-l:f ,"; .I::' ~'1 ..; ; Tha improvements .. . ere in good condition with no physical or tunctional inadequacl.es apparent. I . 1 \ "J.tIU """~.-'.'.I' ':I' : ~ c., i'.:- u 11.1 " ....: .;J'~~,' ..H'tl '~l , ;..,'1":'1 ~'t,~' ' '. ,,-,"\ . ~ ., ". "'-'~I" ,.~ ~', ,.., l.'n\~ :";~"i Ho adverse environment.al conditions ere apparent/disclos~. ,.-Plt..... -,,; "",' ".''''''.'.'','..1 '.... .."..... ...,..:1_.... an 2.5' P'y\o:J; 1..~l''1rl' !.'t"" :)1lI'tt'J!'Q~ ),000 .) 3.000 JUl!ttcJlrd\Il;..'lII"'orfl"o'.'~" .s 115,218 'AI '1' .'~'.' ",I ~.:. l",pttl'l,I'llnU . S 2,000 .IOIC,l,II0UlUlnco".",IOl,H 1132.3001 .\ 132.'78 I'(~ \ultJIC' 1;0""'lIlIH("0 . COy,.ll:'B.( \0 I ~vl,l'''''~_.L(",f' J_ 9 Clifton Terrace . 23 Clifton Terrace 1'1 Clifton Terrace Lot n Thornhill .AU~tI1 _Ca.rl1..~..__._.-<__ _____nJI.Clrllde _ _.._. .... Carl.Lal.. ..Court,_Cld1hl.. - --~. .~'.!'~,~,""l~.~llo~_~l. . _...~_____._~__ ..stP\lt_~ye.\opnent_ . J&lhI_RtIy_.1..o~nt_._. __ ~l_KJ.l,,-_. ---'-- __Sa~~".'.:!~_ _n__.S . .NA_L________~_s ._....122,_O.ltl4__..__.-_.J~- ,_).U,.o..QO...___U __-.lJi....QZ.O ",~.._IG_f.~~t.~'!-.~!!' J. _91.51_J,.' _.. .U.U../.~25.._00_ ..~, 9_~.9JJ!25.00. ....'. .81..._43.~-.triL.OO_ 0,1' '~~'Cl InaPflctlon Courthous. Records Court.hoululII Recorda Courthou.e Recorda Vlnl:Cjl'O,!I5ewrm .1 HLS Cat.a ... KLS. Cata ,KLS Data VAlU( AOJU~TI,lH(TS ~ ~E~.!l~'!~~~_ _ ~ . OESCF!lPTIOlj ., I' t. .,... 'JESCI'II" 0", . 1 "1.:.,.. ' :)UCA,,1TIO\ S'>fIO!~I~'~';~' ~None, Cony Non., Cony None, Cony Con~I_I!~..,_. ~_ .DCIt. 124_ ~OOM 77 . CQH .;2U. . D1"O""'"",~ooo J:.l/~l/"j_ .12/11/_P~. .lQI31/P5 ,lQ130/P5 om. ;.~~~~:O~~S!;;~_l::-~~i;_~r:=~-~~i.:~~:-~-~ _.:~ :::::~;=1. ::::;=1_'-:_:----- Sill ______._ ..:_A.arage__. ; Ayenge_ . ~ __A..nge _ . . Aveug. --~-_..~_.' I_~"'~._ ____._---+p.e.__ld8ntJ.a,l..~.i4entlal ._"._~_Rea1der'4t1al_-.._ .-. fl8a1~'Ilt.h.l._____. i..Q.I~~;n_~~a_~~I....---D.__Stg~L~s~Ll_~.QJ:YlThl..,. _ "h___._l_StQ~/J~hs. . 1 Storyl.1'hc,-__ 1~!~.!'il!.~C!~/JH~J.CJCL'l~~.G41.8'~'-Vin~_ _ __ ._._:.Gd/Br_k.LVin____ ,Gd(Brk,/Vin 1 ,~f._____.___.~6_l''''J:_I_,,____4 .1.ara___ ~_._ ______ _____ ,,__Yeaz;s -._ __ ..__ ..Nav 1:.S~G!t~__._.__LGo~~Cu-;--_LGood. __.. ._.. Good Good ~~~_~lIa._,__._ _._r"'I_._Ilt:~'_:,~:"!_i !_...!. '!D.'. ,,-., ,I!'. if., k" '!I ~:-, ..:' t ~~Il\CO\j~: ,.6____2___:.....~__.l.._~_2 _~2. ...5 2 2 +2.000 6 2 2 : GrOI!.!'1,~.Ar'L. .1,426 __~Q ~I _;J,358 Sc II +1,7001,205 s;:. +5,5251,830 : i1u.m.~i.. ""S~tC None , None None None :. ~~~i1!~.~I~~ _ .~a _.. ___~Na. Na Na : . f\i/lCll(ln'~l)'__~~'!4t~~g~____~A~r.ag. .__. .. ._ _ _Average . .Avenge . ..!~OCIUl;._~.!t~_p"~~_~H~.R~Lc;A __~__ _.___Ht_p_ump/CA__ _r;FJ~Alc:;A. .. ----- : . _~.!n!~!!!.!!~L~Typ.ic:al-_-~1ypic'J.--- _____ _,_ ___._Typical_. ... Typical. t. G'r~;~ltlfporl. .2 Car _Gang,~._CarGaraqe. _. .+2, SOO_lCar.Garage. +2, 500.2..Car Ganqa___. t JQICf'I PII'<l,Om. 'porch/Patio iPorch/pat.io Porch/Patio Scrd. Porch "2,500 l ~'!'~CIISl..IC . _._l_fi~p.la~!Li!lQne.. +2,.500. None +2,500. None . t2, 5_QO "~U ilOo',IIC None _ ...None None None :::.::;,':;.:';"" .. - -~G~.; 5.5"! 6,700-ii:00010.n 12,m'GrOOO12~n OICO~Dlfl!l' __________JNet ___5..5'_..' 128,100:.Net 10..6\...S 130,525 Net.. 9_.5~ Co..""".~1I ll'l '-"II CO"'UI-Illf' l'~Cl~'I~; :~. hll,'" o'oDlr~1 C:I'"'Ul.!II'V -0 "1"1 ..,;-:o'~C':l~ ot: With adjustments, all coapar~~es_ az;e acceptable. tor t.his analYllis_. ItInge of Value is i 128,700 to $ 134,900. Summery Appre'18' Repor' UNIFORM RESIDENTIAL APPRAISAL REPORT FII. No, . S __ ~_ .1$..000 (M.....'11S 1)1'I Ca'l ADG!lI.lCf'I IS~tf'l U. Hillin 01 COli Ut.n'II. II' 'I'''' I.~I!. '001 ("'(~'-lIDf'I I~' '0' ~UO, VA III' ,,,,,,,,,,- If'I' 11,,0"11:11 !......1\.~1 lCarot"',c,l. 01 N :!Oet'twl CO.t. Jl....._ _ from KArshlll.Swift V.lultio~S.rYic._._ Handbook and local COlt analy.ia. Land value trom Market Oat a Comparilon.. Depreciation based on a98 lite ob.erved conditlon and Market Dati AnalYli., Est~t.d Remaininq tcono~c Lita 55-60 y.ars_ e... . V.lu.llon See lion nllUAI(O IIU VA~U( EST,..-A'fa F!(_~OOL;tTIOIt COI'.\lWO' '\l'~O'f(vt\l!i c: O.II:'~; ,..1._426. U~tll' .71.00 .S , S.IIII\ Patio/entry porch = 01";11:"':0" _"34!i,1'0' 14.00 : '0:'1 jl:"'I~urall\l. o . c . 1QP,8Q2 .\ 1,000, 7,476 118,278 ;I~,I" "'.4,000 \,;, '10,100 i 14, :'00. 13",920 ;; t '-' t , ..~ .,:, '-.,1 .<~ ";':;1 '~i :J\ r' ::11 D1, r:ji ',1' I t. ^ ~ :.1 _,I!P" _ _ SUBJECT to'lPA~AlI.LE~O_1 COVPA~A5l["~ I COYPA~ABlE\O 1 o..I..P,!(...~.om --:--$ii7,980 Na Na Na S\lI<I(t IOfOf!OlUIfS 8/30/90 Na Na Na ""tMJur ol'~Orl.UI Courthsa Rec Courthouse bcords Courthouse Recorda Courthouse Recordll Ana,,!111 o~.~, :~"I~' I;IU....M 0' \1'1 r.tH.Cl~ or j."'~; 0' l~. l.t'Icl ~'r.t'frt; J~a '.""11 S "II.~~' 0' Uti ,>1 I.~t:t J"a [\l"'~'.~~,tl "','~ ~ I)'. .1.'- :! .~. :~'t:' l::'J',. Subject property ill not currently listed or under contract: no prior .ales within on. year_ IIIDluno VAlue IT SAUl COM'AAI,OIl ""ROACH IIIOIUIID YAlUE " lI.toM( A"1I0ACH ." A~IlI;tl~"1 fll"'J!'~ \111..1 "'I'! S Na \lC, G'OIl 'It.~ ')."0 O' S 130,500 Na . s Na '._"':W'l'I'S~'~1 X 'H'I' \..IlIUtlO,~..t~".1I1'.r.!or' ~l~'!.O~'tJ':~:1,r<1'.~~.C. ..tl::'::~-:I:-::":I"I'I~~:':I:'Cl'C~1 ttl~: M~. cl 1.0:"'1.1: The property hall been appraised in current condition. This appraisal is for .!~~t..pur.pose~ only, no~tranllferable~Se. attached_add8~d~, "summary_ApE~~ila~_ReP9r;,__ l.r"I~I((I~ClllnOf'l C.o_st. ~an.d. Har_~et..~al:ls_h.C~r'l:sist.ent~y_ support my_.ut~ted market. value!....~RM.._ . Analysis_Vall.. found inappropriate _for thh analysis. Greatest veight. is .applied t.o the Market {,cata AnalYlli..supportlng.fl1e_into~tion substantiate. the.e 8sttm.tel. . '" :~'pOlI 0' l-,llIlO'I'U"", II~,""~I '~I ,",'Il.I..,..~' ... 'u o'ce.':'". ..jl S ~~I 1.1'!t(':". I '1::1': :'u::- '., .~., :~.:: :.: ~.: "f :".. ;~::. ::': .;t": f ...: .,~I,.: :C": :(l~l l.a "'....t! .1".' :10. :O.,~~: ,', 1:':11 . ~.. J\:U-,: ~.,,:, 'Ja: :t,400 ~U ~1'. f Vu :~,.. 'con l.lh If: 6/93 t . , .. ." J ~ ." 'HAt IS 'H( IUIJfCT Of T~ AI (If 2/.~8/96 "f'O~ff,......r1 130'fO '" . IlUUJW~t9"l' QUI"lor-l-!-r 'ij'J'. 1'- .J,.../-- ( / \~.... STEVEN W. BARRETT,SAA.SRPA Jnll.cQ!:s;-,: 3/21/96 S'l" CI"" :~..C~ ,GA-000298...L 0' sw. t Wit I RB-026921-A eee I IWII IItUlIAU 'HI MAlun YAlUI. A' QUIIl[D. Of THE "tAl '~DnU' ,WHICH I' IH( OAlf or IIlSPfCtlOIl AltO 'HI (fHCTlVf DAH Qr 'HI' "'''AIIIII ), ~. ~ ~ \:: \,-, WILLIAM A, BASSE'l'T w.all:('.tS';.': 3/21/96 11"!1 (.rl "'''I 1>" , RL-001]47"'L O'''W.I'CI~II f o':t;'I':a". S'lll !.w. '~"!I "',,:, PI. PI. "',p",,,,,'.'U'1 'ld -\. J ~ "I " ''''H,,'-',':;lll'!1 .'" oil -\0. ..... h.. ..'.:1"..... SKETCH ADDENDUM ~~o_~~c;~ Col!lJ..dS..G_lJilat4ta ~!P!'lt~~I!ll!!____.2.sJJ1...~!LI!!..r~~--~ .----.-- ~____<iAU1lt\!t ('OJ"I., CUllberland --~-~ L."dfr '.mer" T~u.a.t CcnlPl'RX - <I I ! ,.... ..--' -----.- -.--, i: .. \.' ~ I \-~- , i,l. , . r-- i \l.~ ~~-I i -- --"'-1 ").").' :"'C>l..'4' C\,~'4~\~ ,f..' ;....:.;.., , -1 I \ --- ,- .J , . ,. ; I ,') ------~..,- l'I)COO. 11011 '" :~..- . __0"_-' j -:l"'r. :"",' ..' l ~. ':. ").1.' ; 1.1... "i.. ';" 'f,.'. \\~ , '" 'I \ -t., '1,\ ... ",::' '," ...._~."J..' ... ...... .:... 'f.. !.t....~ \ ... 1').(. - ,......\ \~....\.. .. . .. rW.1J" I"." \ p~' I ,,,'1<, ~., ,".',. ." ~ ,_, ..,....,.. >", ~l'"" ",. > ~"," I. '1_, t. t.. ..."\",1 '1"'-'" :IJ. ::,.lC ..........,. PHOTOGRAPH ADDENDUM ~"ltl Pltr.:t tIt ElltAtu J Cl.!t~n Terrace ~:ar1i.~lQ Cwr.bnrl.'"l1 , ct r4""II[':I Trust Co an .. -_._--- , - ----..- . "'-._"~''''''''i~:,lj:i'''~~':!''~i~!*'!'~'~'--~''- '._- :."'. Hj.02li1 PA :: :;'t 110U FRONT O. SUBJECT PROPERTY REAR OF SUBJECT O~OPEg,... STREET SCEflE r------ PHOTOGRAPH ADDENDUM Col" FR:CE IIt E5t~tQ ) ~~~ttcn ~~r~a~q CH:.::l'J t-----f...!..!.:."I"I ~ru.,. (~,~l~rlr.'/ , :w.L,'r:,\1\.1 l;.. :f,,~ '~:," l'Jt~~t'., :./.,...... ~~ - ' \~. J liiiiiiiIm -- .- -n.~ ~ "'s,.~~ ". .:-'''' I . l....~.\.~.. '.:..- .' .- ---. ---------.--.- .-....-.---.--.-. - .---" ~--'-"'- -- _._~ -~-- -.- _. -------- n.o:l. -; r. ~ "1013 --, FRONT OF SUBJECT PROPERTY . REAR OF SUBJECT PROPERTY STREET SCENE ~',," r ~...Ftt~....,....-,-,,<, < >-,.-'....<~,,'.' ,:" ""''',.,'' '~"<,-'<' ----- - --.... ~ - S. \Y "^11IlJ<:'1T IIMI, 1,~';nTI( ^I'I'IIMSM, SlmVIl:II.S J!~I!.~-,mLljJmL-- .,J,.o!.!....!'.!: !c...llU..t-,,!.~_.. - .------------' !l~p..'I'.A~l!rm___ ?..fI.1 r_~9!'..1:.. rr 4];9. .l:Il,__S'!.':!ln)L ._ .Cpon" ..__c,..~.r).n_d. _.____51"IL.J'^___7.lpJ;qdJ. 170ll l.t't"n___,.F~!!I_C!!'L1ru"t-f.I!..P_'!~Y_____ __. _., _+ ______. ._____ .____..__._' M'___ AI'I'ltAIMAI. Auut:NIIIIM SI'.:I~I^I. I'nNUI r1UN~ It... ',,"....'..' ,h"h,ll',,,,' ~" '1'''''" '1..,"1......1......" ',",'1 .. I' M,,,,,I..,.I ,., .M. ~I'I"""'" .1",,,,, I"~ h"I...,II..."of .", ...I'I,t' 1"'1""" Ihr ',,"',....I,lc 'Ale' "..llh.l, "..i'....,'......." ~...I '''''ftllt",~ I'""',. ..II..,..,.., ...01..1. '''I ......",it.... ""1 'I'rll ." ,h, ,,,hi' ,I 1''''I''''h "I .,,, ......t'-'ul."" '''nlllel NUl' ..lieU '10, "'..~rt .,1....... 1114' ",lour ,..'Il~'I","1l1 I" ,It, ".1....'1 1....1....1' I~'''l .1'f"~i.',1 Ihi. I. ",.1 , ......... 1",,...010>11 .,..Ior II". i~ ,,,, ,'rl""..,,1 ,,, ...11..."" ....'hi ,~I~ .-L- 2, Y- t. ,I '. r,. 7. ./ R. '. '" II 12, 1\ I,t, " 1(1, 17. 1M "I JII, 21 12, /1 H /. .:.; 1(, 11. 2R ~~ ],'), "- '" 'I. r1tt' ,"l1lcocll, II.tlllCOIII" n ,,"nl ;neA 1111111, Ir" lIulII 2'\". hllillul' I'hh tllllllllllllll' 1)1,1,,"1 "ntl rlIlIllnlln lilt Ihe lUU l'1I1l1 UUF.S NtH ""rl'll"l' 1I1:1I.rl \,,,111(' IIf rnlUll' lII:lIIt('lilhllll) 11'111(' ,"hlrc.l, t"nIl1lut'rrl:ll/lnlllldtlnl ,"c' :1lr IlIcnlrllwilhin IlIe 'lIhlr(l', nrlgMIl1lhllllll. 'rhr,t' lI'l" nre typlnl ur ,'mUlU nel_"',nrllllllCh 1111,11'11 NI)T nrlrtllht, IIIn'.t'1 \I"llI(' ur fullll'" 11I",111'1111,1111)' IIf lilt' 'lIh){'cl prnprrl)' Vnr1l1l11U1l1111111co'o'l'l"I'l'll In'lll11~l" :lIt' IIII'nll',lwllhllllllr 'llhi('t'I'~ IIr.lJlhluuhllllll !'he,e ll'('~ nre 1),I"lcnl fill Ihr lIfen nlltlllll NIII" :lrlClllhe 11I1".('1 \';1lnl' III 'ul,,'l' 11Ilultclnhllll) "f Ihe ,uhlcCII1fCllle'ly, I'h(' l1Ielllllnll1nlll \Onhlt' Inlhl' nrlllhhndlllllll h Il'~' III1In Ihnl nllhr mnr.('1 "IIIIlC II' I"r 'lIhl('tll"II1"('II, thh I, duco 1,,11It' \Ot'I)' witlr I:IIIIJI' III \'nllll' IIf l"lIl'l',llc, III Ihe 111l'1I 11I1t1 '"I'('rllIl llunlll)' u'lhe 'uhjerl prnp",ly, lhl' l:lllullllnll nnF.R NOT nffrd Ihr mnrltrl \'"Iul' III Ihe 'lIhlcocl III II' lulllre tnllrhlnhllll)', rhe ,uhll'c1 1"'1111('11)' I, IlIrnlrll In 11 r,I!,M.^ Illrnlllh'll rlmul 7.1I11t' '1111, tnllllillllll IIIIF.R Nell' nfl('cllhl' mlnhl vnlur III lulllll' 111:11 ""Inllllll\' IIf Ihl' ,,,hlnl whcn fllII,,1 ","""11n' Cll\l'fnIl.CO I' rt'llllhcII fll,,",1 lll~"'nncr IA ~IIJUtr.'\lcll. IJltlllplll''' 1_lllIlcllIn Ih(' hn,cuu'lllll! Ih~ '1II1jl'cl, Ihi, rllllllillllll h rHIl~I.lt'ICIII)'Illcnlln Ilwclll"A' IIf Ihl~ dyle n,"1 nnF.R Nflr nUI'r! mntkcl \'11111(' IIllhe 11I11I1l' IUII,hlnhllll)' III Illc AllhJccl, SIAnlllnM III ,,,nIlIUll "'"IN w"" nul l1fc_rlll flit Itn~cll1cnl IImll, 'rhc Atlhlcrl r.upt'rly I, 'CO'\llccel Ity ptl\Onll' \\'ell __ ;11111 ,cl'llr Thl, ,Inc, 11111 nrrcrllllnr.rl vnlur 'If lulllll! IlIArhlnhllll)', 'rhe _uhlerll, "hiI'I ,hnl1 'hr yenl', ^lImrchnllltlll ,~'It'Ill' Inrhllfllljt ,hI' hcnlll1J!;. eler"lcnl nud pltll11l1ll1. 'y'\lrlll~ "111'1'111 "111I11 n \l1'lInl nlrrllll 11I_11l'('1I1111 III hr III wllt.itlll.llult'f. Nil \\lnll:1I,lIc'\ "'C h"llllt'd III till, ,lnlClnrlll, Rrpl'llr IINII" "'I'H' nllll'cl lnlhc l'1I111111COIII' 'r('llIlIInl lite 1l'1"1I1 rllr'l' c"nllllt''''' IIn 1t'llIth lit"," Me fur 11t"rtll'II",~ l"tlltll~C' IInlv Allll :1ft' nlll 'cclllltt'II't'f1:dl~, !'he- Irl'nir llc"" 11,lc,1 lilt' n"lIlcllt' nllll un NnT IIUerllhl' ",nrkel vnlllc III lulure lIInr....lnhllllV III Ihl' ,,,hlccl 1111'llc,l)' lhl' 1""CUlt'nl fllIlIll, n .11,,'1"11, Thl!' rlllullll"'l I, 1'1111111I1111 :tnll "'plf'lIl IlIr Ihco :tlr;t :"ltIIJUF.~ Ncrr AUeel Iht' lnnlltrl \'lIlue III fullllr 1n:".r.I:thilil~' "r lhl' ~lIllil'(l, I Ill' 1'II"l'1l((' "I II tlltl 1111111 IIItF.S Nerr IUl'e:l h(,:lllh III ,nlel)' hnll1ul. Thr ~llhJecl Ilflllu:rly .Inr, cn"l"in IllllcliuIlnl nh,,,lcuClIl'C' :l~ IllIll'd in lllr 'CIUIII, '1'hl, cnntllllllll i, CII"d"~'eel l:nn,,,UIIl :I"t1lyplrlll fur Illr IlChLhhlllhlHUI nIHIIIUr.S NUT lllfecl Ihl' mnlhl \,"hle UI '11111'''' nlnl....lnftlllly lit Iht' ,uhlt'rl Till' Inllll \lnlut' e'llCcrd~UI,]. lit IlIlnl ~nllll' lilli' lilliit' III'th Ilrmantl rill \'II(':ulI lallll inlhh nclK"hurhnml I'hl, CIlllllllhml, CIl",hlclcll t:llllltnllll tllllllYI,lclIl Inl Ihc IleillhllllfhllHlI :nuIUnF.S NeH ;.Urcllltco Illnr"'l ~AllI" '" fultllr IIln,hlllhlllly III lh... ,uhire'l Tllco bn,1 ynlnl' l'nct'th "I'J. "I IlIlnl \':lhlt' I'hl, I, cluc hi IIt(' InlJ:.t' "Ill' IIr Ihl' ,ill' Thi, clIlItlilinn i~ fll'I'itlclCII If! III' l)'I,lc-:11 allll f'lUnlllllllllllll IlflfS NilI' nfll'{'llhr "Inl~rl valu(' lU lulI"l' lII11rkelllhilil\' i.1 Ihl' ,"hll'd Imllddllnlllillllllllll'IIIO: I\'l'lr ICflnitc,1 Ihat f'HI'('d l'i'f, I'll"" :IIIIIIlIIlIt'nh ,,('fl' Il"ll,ilell tllIC llllat'lo: "I 1111111' "illlillll nlllll';(I:lhlro:. nn Ift;11 incll\,itlll:lllalillc.. ,\lIlhll'r ('IIIIII';1lal1ll" nIl' Ih~' 1I1;.SI' .\\',\II.^III.I':, '1'1I1nl :u II II' I 11I1'111 , '''(1('('11 H"., Thl, h II Ill' In Ihl' 1011'. IIf ':mn'l,ullhll' qle, Ihnl '\I'fr nlIlIC drnil.'U inlhr 'lIhlr(I', nlnlhl :111'11 .'"IIIll''' l'lllup:lInloll" :11" Ihl' nrsr .\\',\II,^I1I,I~. OIlC nf 11ImI' cnmpluAhlr 'Ilk, AIt' nltlt'I Ihan ,I, Illlfulh, ^llhllllJ:h Ihelc nIl' ClIlUl'nf:lhlc 1""I.elll('~ 1"lllr '1IIIJecl',_ :lI1'n, Nnnl' hn\lr '1I111.corrnlly; Ihcoll'llIlc. ':llr' in t'ue" III d, mOl1lh, hln'co In he U(('t!. AlIllllec rllmllA'tlhle.1( mt'III\'CIC Iht' nr.s't ^ \' AII.,\ IIl.lt OUt' nr IIll1re rllllll,"rnhle~ mecl \\I('ft' In c'(cco(, ur ",IC lIIile h"lIl ~lIl1lcct 1"lIltelly, ^'thml(lh Ihert' n,co Cllmpnfnltle 1"llrt',II(', In lite 1l1llllcolllnlc "'COA, IIIIIlt' 11ll\'(' ,uhllercIllly Thefefnre. il '''':1$ IlCCCU:UY In tl.~CO clllllltn'Altlc I(nlr, Iltlldlle IIf the hUlIlcellnle .u(':t, 1\11 Cllllll'tUllhlc, n~t'11 alc IUCIIICIIIII dmUM pelShhnrhuOl" :u1I1 wllldnlhc '"lilt' 1Il:l,.clluJl "'t'1I ^f1lllfl'r nllt1lt;lfnhl(', 1I~('llwrll' Ihco IIF.Sl' ,\\',\II.,\RLF.. "hr rleclrlrlll \\',ll'llI Wll'I n"ll'lIl1l1r{'It'lllllltill~ jll'I'l'cliulI t hI' WAIl" 'l" \'irr I\'n~ 11111 f'llllllnlCd 1lltlin't 111~'I't'llillll 'nil' hl':lllnJt 'y~lrm \\1:1' dill I 1111"" II"dUII i"'I"'I'lillll ltlllllln~ ___ l'I"",',ill~! _ Elertril;ll _ Ile"litl~ .._ IUI;IIIIIIIII '\\Iillllllillf,! 1'....1 _ .' nul 11llil,lh'lt, _. illt'httll'tl____ r,1I1,1I'linl" ^CClltlIlIIR Inlt'llll~" ""illclilll'~, ;1 lIl;h illl 11111 Ilr __ litle' "I'It. 1I1II.illt'Il'c! r", Ihi, \'.lll1nlllln, Rt'nHlini,,~ nCIl~nltC \\In' I{I\'clI nil \':lluc, '1 hI' ,~"hirrl prurrrl\' I, IMalt'll "" "1I1h,,'" ,11:111 WIt",1 i"rr~'nlllln llt'pl'dl,," h ~u~!tr~lrl' 1.11\1 It'tlllltrtl ,lrrll":I",lr,' 11111" .-~ l..L_:..:~L_, C"I"ltltlllllulI~ L~ l..'\ '\"~C. , 1'llIrll~rll t'ull'lIuctllll1/lellll\'nllun ill acclllllnnC'r In 1110,,1' llnll 'pl'ririr:tlltlll' In h~ (llllll,lelt'llln" ",nrklll"n, 11~(' IIll1lllll", Srlltll, rnylnA 1':t,1 III 0111 IIf rlndllJ% CI1\I, 'I hi, 11C1f.S NOl ;Irrrtllllc Illlllkrt \'alu(' III fUlu,e mnrkel:thllll~' "f ,uhjt'rl ,\11 rlllllrtlll'lhlr ~lIle' "I" ,'rIUicoII d,,,rll qll'~ 'l'llr,l' :UI' Ill! ~1'I'dnl f'lllltlilillln Ilr nlhl'l 11'llllill'lI1rnl' Ihlll \\IIIIM arl('('IIlI;II~c1 \'lIll1e "' 'ulll't' Ul:1f~e1:t"lIil~' In till, "IIIIf..i~nl 1t"11ll11 Olftr,: . '~'IClll~ which I, cn,"tnnn rur Ihe "'~., "('flil iralillll I~ '1IL!.l.:\"lell 11,,1 ilu'''"ll',I___. ;1l'C1111IIIlJtlllll'lldrn "\'- , ---~ t-<J J ~71 / "~'':''~'__. ':) -c..--. .1)- L 11.1. '\r11tnl'l'r n(',lrn ^I"lfnl~rl' DEFINITION OF MARKET VALUE: Th. mOil p,obabl.p"(O 1III1I,c.II.. P'OIl.'I, Ihould rll,"O ,n II .:ompIIIIII,,,, .nd op.n n"'~"t u...dlf' ..II (ond,l,o...' ,.qu,"!. to olI flW UlI', 11111I bu,." .IInd ..JIll' fIIIch 4CllnO p'ud_nll, ~nO"".OOClIllI, .nd .ul\lmlng Ihe P"CI II n01 .III;,ch,d b, ,mal.'" I"muli,~, !mpllc't ,n Ih., 1l1l!,n.I'Of\ II Ihff ((/f\Iu",,...,,on~1 " 1.1_ .1 01 . IPllcll,ea d.llll a"es ,h. PoI""1Q 11 11110 'fom 10118' 10 bu,'" u"dlJl r.oJ"d,I'or1\ ""heHl't) ! II bu,,,r ;1nd 1011., "" I,plcall, mCII..llud {21 bOlh p.ull.," ,U8 ",ell ,nlo'rrH,d oJl ...ull Jlh'Ullt fInd II,letl <"1'''0 '" "'''.11 1'111 <:onl,de', hll own bltll I,llol.ll l31 1'1 '...uO"olblll 1,m., I' Jl\o.....d 101 ._pOluIO ,n 1t1" oplln mo1l~.' (.I, p..,n'Il"1 'I m.ld. 'n ""'" 01 (1111 .n US dOIlI" Of In ",m, 01 Iln,n"lt .1"lnOOIl'l8nl. complllbl.. IhelIIO. Jnd l!ll Ihe Pfl(O reple.,nl' Ih. nOlm.1 con'td.'I"on 101 Ihl p,oplIl, 10ld unAthfcled b, 'p.c.al 0' """"'. Iln.nelng 01 """ conC...'OIll' orlnl.d b, In,on. luacllled wlltllh, ,.111 .Adlullm.nll 10 Ihe (ompI'abllll mull bl lude 101 ItlllC111 or cr.. II"''' I,n""''''o or Ill'.' conC.Ulonl "4oldIUII",.nll .,. nl"""., 101 IhO'. COli' .....htCh II'" no,ml1l1, Pille! Of lollllfl .u ;J 1011.111 01 ltllS,I'cn 01 I." ,n .:I m".., .Iff. Ihln.. COlli ,". I..dll., tdonllll.bl. "nCI' 1t1. ",llItF p.." 1"1111' COI" ,n ,,'"11.11, .111 1111." "1"\oIcl.gnl SO.,c..,1 0' er".IIY" l,nllncl"9 .1dlu'lmunl, C.1n h.t m/ldo 10 It'lll (omp"'.1tl1o prepll!!, h., CO'l'1pol"Ionf 10 l'na"Ctfl~ IU'ml ...Ile'vd tit 11 ''''''d P:llli '"11111.1110"111 I,,"dll' Ihlll 'I "'01 .11Ill.1IJ, ,n"ol".,d ''I I"" pIO"I''l~ J' "a"lilCl'O'l Ar, o1dl""metnl ..hOuld '101 no (i1lcuil'll"d en .. m"Ch""'CIII dOll,lf lor dQIl.l' COU oJl l!'l.. l,nl1"(''''o1 l,l' _oIlClln'On\ D'JI 1t111 (JOll", ..mo...n, 'II .,n~ .1dluUmonl \tlould .,pp'O,lmlll.. I"ll 'l'111!1o.,,1 \ ''''lIchon 10 Irlll l.n,1"C'n9 (JI (,.O"CII",on. l:I<1".d on Ihlt 8ppl:l'101 'Juogrntlnl STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: Thu 'PlHII..,'1 (8'111'(llIOn lhl' apPII"1 ,n the app,all.1 f.pOf! II 'Ubl.clto the IOllowlng condltlonl Th. applOllOl .....111 not be lo,ponllbh, '0' mllllll" of iI 10g'l nalu'. 11'1111 allocl .,Iher Ih, p'op."., ao,ng .lppr"I.d 0' Ih. I'". to 'I The o1IpprallOI a..umol Ih,:U Ihe (11h, 'I ~OOd and ma'~ul:1tll'l .tInd IMIIllo,. ""II nOI ",n!!.r an, OEhmonl /lboullhl' Illh, The proplIIl,.1 .lpprll'"ld on Iha b.'U'1 01 'I bmn9 undo' 'Iuponl,bil' e,<ilnl.'l'h'D 2 fhll ilpplllllOl 11l11o pro,ldlrd a 1~l.Ilch ,n In" I1PP','II.11 '''E:ort 10 sho~ ,1PP'OW"I::Ilu dl'l'10""Or"~ :II Ill., ,mp'o.uINIIlU 1nc! 11'10 1~IJICh '1. IOctud"d onl, 10 .IUIII "If I "Hldlll 01 ifill IUpoll ''','Su<llll,nt;! 11'1., (JIQI.I""t .I"d 'J.,cj'I'S!,,"d,nQ ~rll' "PP'"I1'" ,0010,,.,lnIlIl0110111, SilO J TIl. apJ".II..,' hili oummed Ihlt .WaltoDl" 1I00e! mapl Ihll .11-" p,o'llded by Ih" ~IId",.,1 €mol~onc., Manag.menl Agenc., (a, alII", dala loure"j and has nolII'd In Ihe .pplllut "POrl "'hllhol 11'111 lublO" 1,1. II tOelled In an ,o.nhltlld Spllclal Flood HIl.,d Afe' Bee.lu," Ihll .1PP'"IIOI " not .1 'uhe~Ol, he 01 Ihll makel no gualllnl.., e,pf." 0' ,mphod, 'eoard'"g thl' dll8lm,nallon .. Th. "pplallllf w,1l nol g,.... telllmon, 01 .ppe.r In coun bee.u.. he 01 Ihl mid. ,n "OP'al..I 01 Ih, p'opell., tn QUlllllon unte.. IpIIC,h( ."angemonlS 10 do 10 ha'lo bo.n madl belorehllnd 5 The IIPPla'I" hll .lIlmaled Ihe value 01 Ihe land In Ih. cOil approach .II ," ~'ghlfll .1nd bell ule /lnd lh, inlprO'lQf"lenll 41 Ihlflr (ontr'buto,., valuo Th" ..parale '1,tultlOns 01 Ihlf '"nd .1no ,mp'a_"",,cnu mUll nOI .,,, u'.d In conluncl,on Wllh iln~ olher Ipplat,.l and are ,nvalid lllhll''' a,e 10 Ullle! 6 Thl apprllllllr has nOled in lh. apptaiut lepolt an, Ildvello conditiOn, {ll.Icn.., (lOltd"d 'op..", dltplIlC1at,an, the p,...nc. 01 hazardouI wule'. 10.IC subllance,. elc) obl.ryed durmg Ihe Inlp.cllon 01 IhO lutll.el p,ape"., 01 rhal he 01 Ihl becam. awa,. 01 dur,"O Ihe no,m.1 lO"I,ch Inval"od tn perlormln; Ih. .pprll..1 Unl"" olhlllw,.. 1I.lId ,n Ih. ,ppr.',al IIport. Ih. apI".".' hit no knowt.dgo Or a,l., hldd.n 01 unlPpalenl condlllonl of Ihe propetl, 01 ,dY.", .nvlronm.nlll condlhonl (including Ihe p",enee 01 hlurdou, w.sl.., to_Ie lubslan(es. lite I tTi.1 would mlk. Ii'll prop.ll., male 01 leu v.luabtl, .nd hll auumld thai Ihe'l lIe no luch conditIOns and mill.. no gua'lnl".. or "."Inlllll, o.preu or implied, 'e9.tdlllg Ihe condlllon 01 "'. p'open, The app'ltl.r Will not b. r.lponllble 10' .n, IUCh cond.llonl thai do 0111' or lor an)' lInglne"ln; 01 I.IlIn9 Ihal ml9M tie 'eQulred 10 dIICO.." whither lueh cond.tlonl .ult Hecau,. lhe IIpptlll'.' II not IIn O.port In Ihe I'ele! 01 lIn~IIo.,mltnlal hlzara, I'" 'PPlalll' ,epolI mutt nOI b. (on'ld.,ed as an ,nv,'o!'lmenlal iI.....monl ollhO P'OPIt'I, 7 Thv IpPI.ll'OI obl.11ned IhO InfOrmAtton ."'''':tllll. .1nd opln.onl lt1al "'~'u tf.pIIlUtI" ,n Illu ,lppr.'$o11 '''CI)'t ',om SOUrcOl Ihal he 0' she conlldo,. 10 bo roholtlle and bctl,o",ol Ihom 10 be Iru.. .\nd -:O""CI Thlt .\PClIlUSIt' 0001 nol :II,ume '"ponllculil., 10' Ihe accu'lcy 01 such Ilum, Ihll.....tth' lurnllhod 0., Olhl!f p.\II,.' 8 Th' appllllof ......11 not d"clolO Ihe conlon II 01 I"e olIpP'a.ul IUPOrl IICIIOI AI P'o"u~oCl 'or In Ih. Un,lOlm Standlfdl 01 Pfoll'Ulonal Appfa...t Pfact,ce 9 The ..pprAllo' hns billed hi' 01 her nppralial 'apOll and "atu;'1!I0n concluIlon '0' .11'1 .1Cll'II',..' Ih.,1 .s 'ub,"cl to sallslllclo" .:ompletl,on 'UPI1I". 01 .,110','110"' on Ihtt lluumpllon Iho1ll ::omp:uhon 01 tl'", tmOlo~I'm.,nl\ ...,1I be p.,to,mlJd.n.., wc'~manlt'" manner 10 Till' "PPl11110r ,"ull prOVide htl or 11., PflO' wrlll"n canlunl belom !nil londu' cI'lfnl tPecll",d ;n Inu IIpgr.l.1I1 '.poII c:tn dlllllbulo Inl, apprOlul ropoll llnctudlng conClul,onl ..tloul I..... p'opurt, .00lut' ,,,,, .IPP'.)II'" \ ,denlll, Ind p,oh,Uolon:" dllltgn.)llan,. 'Ind 'effll,n(1II 10 on, plolOll'onnl oIPP'1us.:1I a,g.lnllallonl 0' Inu 111m ....Ilh \IIh'C!'! In" Dop'att.r II :lUOCtallldllo OIn)'onu Olhll' ""In tnn tlOIIO"'U' I". mfJIlgllgll~ 01 'II luceeno" ano .1Ulg'l' l~e 1'1011;.196 Inlu,.' ~onsulllr'!ls_ proltUlon.1 Ippralsal ervanlUlIOns any 1131" or led"'alty ac:orO"ltd t'MallClal .n'Muller'! 01 1"1 dopallmor'!1 a;enc, 01 ,nlUllmltnlllhl, 01 Ihll Unlllld Slalel or "n)' 11410 Of 1110 011111(1 01 Calumb," ..copt Ihll 'he lunClII.eltftnl ma., dlllllbute 11'10 prop"l., d..crlpllon "Cllon 01 11111 'eporl onlf 10 dll. collecl,on 01 r.pon,n; ""vIcelll wllhoul h....lng 10 Obll,n Ih. IIppr:l'IO'" pIlar IliI'IIllon contllnt Tt1e appfltlttl I "'"llen (O"I.nt And aopro...1 mUll :allo tic oDllmed bolo,e Ihe lIppratul con b. con.....,.d b., "n,ono 10 Ihll puMe Ihrougl1 ad".flrl,no. pubhc '''11'1110'11 ....,....., 1.,luI or Olhor modla Flfd(llff,I,'FOlmWJ6.9l P'~f 1012 F,nn,fMuFQlmlOO.lB 6.9l I'I"~ 96-026" APPRAISER'S CERTIFICATION: 'h. Apprt.,.r ,ulI,Iun Al'ld ,.gren Ihlll I ht,t fn..rchtd Ih, ,ub,,,1 mtr~.1 "'11 .nd hll~' I,II,,,ed ., "Inlmum 01 Ihl" I.,cftl'll 1..1.. 0' p'op.,I.11$ mall "mlllf end Plgumlle 10 Ihe lubl,e1 ploperl., tor eon'ldO'lhon .n Ihl SlIU campi man 11'111"'11 ""11 P'tlhl ",.do I dolll' Id,Ut\",,"1 IIIhtn .pp,op"lle 10 fllleel Ihl mllkll I..ellon 10 Ino,. 1111"'1 01 IIGl'lIIIeanl ,"I..liOn II.. lIonlll,.nl Iltm In II compl,.ble properl., II IUp.,'Ol 10 Of "'0" Ilvor.,ble Ihll'l Ih, ,uIlI"cl PfOP""" I "",. ""dt t "tOlllv. 3CSju"""nllo leduee IPulI IdlutlOd 1,,1., P'Il:o 01 lho eomp.rAIlI., ..nd .1 II l'O",IIC.1nl II.,m In .. eomp..",1l11 prOPIlI., It ,nll/lII)f 10, Of 'on I.~olllllt, Ih.n Iho lubl"CI p'opOrl., 1 "'vI "'adll ., pO\,II." ..CSIU'I"'''1'I1 10 '11"001" Iho Idlll",d ..I.. o'"e of I"" comO.rlbl. : I tlftV" 1.~I~n 11'110 conl,doll'lllon Itlft Inc!on Ihnl tl.hl! olIO ""Odcl on ..,lull .n m~ (1",,'100"'1./1\1 " 101ft 1f1l."'.I'" \II "ull".1 vlhm ." ItllI 110011'1111 ropO'1 I hlvt 110t ""0'111'1"91., Nllhtlull1 "", "onol.c.,rl ,"'0"".11'0" II,.,., ,.,,, .IJltl',ll",1 '10011 o1nel I bllhnVll to Ih, 1l1ll11 01 m., IlntlwHldOU Ihal ..U \lalOmunU olnd '1'1101""'''1'':1'' " !hit .'UPlltIill "'DOrT "'0 Ifut.ndcorruc:l 3 I IllIled ,1'1 Ih" ."p'....I lepaft ani, m, ollln putlonal untllUlIllJ 41nel tI'ol.n,on,,1 an31,II' OP'"'OIl' "'lei conclUllonl, wtllch .'0 lublecl ani, 10 Ihe conhnoonl.nd hmtltn9 condollonl Ipocllled In Ih'I 'aIm . I hl~1II no pr...nl or prOlp.ch~e ,nlt,el' .n thl PIOplrty Ihll '1 Ill. IlIbl"CI 10 Itnl repo'l and I "'.v. no pr.lllnl or plolpeell~. p."on.' Inle,"l or bill .,.,111'1 rllloect to the PI"I(lo.nll In I"" "lnl"Cllon I d'd 1'101 b.... e,lhol o.rll.lI., 0' complelel.,. m, Inll.,ll' Indlof the Ullm.1t 01 ml'~el v.lu. In Il'le aO"III'" 'el)OII on Ihe IIC.. color. r.lio,on .... "lndIClp. Ilmlllll 11.11.11. or 1'1'1101'1.1 Of lOin 01 e'lher Il'Ie prOl"ectl~. ownOIl or accupanll Of ifill 'UDI'Ct proool1., 01 011"0 plluenl own." or occuplnll 0111'1' p'oO.lIllfl In lh. "elnll., 01 Il'Ie lI"bl8CI PIOou'l, 5 1 hl1v" no plOlunl or conlempl.lud IlIIulO '''10''"1 ," 1,"0 'UblUCI o,noorl., ..nd I'IQoUnt! .", curfllnl 01 lulufe .mplo,menl 110' m,. complnl3lli:!n lor porlormlno 11'111 0100'011..,1 II ,0nMo"nl on lho :'I00l.111od ~.,ll.ol~ 01 Iho tI'oourl~ 8 I Will nol requited 10 I,perl . pI.dtlllllmlnod v.luo 01 d,'ecllon tn "lIlue IMI hlvo,. Ihlt Cllll'O 01 Ihe ehtnl 0' Int retalld pari.,. 11'1. .mounl 01 the ~.Iue '111m 1111I. 1M llllllllnmenl 01 a loeclllc r..utl or Ihll OCtl.lllOI'lCO 01 a IUb"Qulllnl t~enl In order 10 IIII"Ive mr compentallon .ndlOf ,mplo,monl lor pellormlng Il'Iu "oPllllal I CS'd 1'101 bll' I"" .ooulllal leporl on a "QUO lied mInim 11m valuallon . IPec111c ~.llIaIIO" 0' Ihlt nued 10 ,'PpfO~P a IPOClllc morlo.oeloan 7 I pUllo,,,,.d Ihll ..porllnl In conlormll., wllh Ihe Unllorm Sllndlrdl 01 "'0Iot"'01'l81 ACllll.1IUI P'3cl'C" '"al ....",., Idooled a~d pro",ul;3,od b, Iho AClPll1tUI Slllndaldl Board 01 Th. AClon"'''' l=OUl'ld31'Ofl 11112 ''':II """' ,n alaelt "I 01 I"'u UlIOClIHl CSIUO 01 Ihll "OOlllUI. Wllh Ih.. ulc""llon 01 IhO CSooatlu1tl 11'0".101 .11 Inow ~I:I"C1"'CSI ",I"C" ::u. 1101 IIPOI., . ..clo.l"owlodge Ihll In ,Ullmale 01 II r",uol'lablo IIr"" 'or 'lIt1ln",r" ,I'll'll: Op"""."oul ,I .1 conaolla" ,n 1P'tt' lJlllInII'O" 01 ",,,,lo..ol ~alu. 41'1d Ihft '1IIImal., I (l~v"IOOUd .1 (0""1\1"111 "'1(" ....U m.l.....""') ',m.. "OI".tI .f' !.u~ nUIOtlbO,n.,ClJ It:cllon ollhll repolt unlUI' I h.1vlI o,"'"'w",, 111I1l'd 1IIIho 'oconC,!'.lloOI1 tlt..:I,OIl 8 t h.ve OOl,onall., InlO.Cl8d Inll InlOllor and "ll""or ,111I11' 01 Ihu lutlloCl OfQtlUlh ,1I1d !tlu ..,.llIrIOI :)1 .111 o':lpu'lla. hlled III comoalables In Iho 'PP,.,"I report I IlIrlhOl co,M., l"'lll I ha~e nOIPd dl'l., 300"'."1 or .nO....11 :ld.!:!r.. ,011d111oM In the lublect IF'lp'ovomenll. on Ihll lublU" tile. 0' on .ll1y 1.ltI' ....'I~ln I11f' 'm",,,111310 v'eIM, 01 Il'It lublec! prOOurl, 01 w"',cl'I I "m awnre and have mado adlullmenll lor Ihol" ,'I1_"r,,, COl'ld.llon, In m., ,1"31~'II of Ihe prol'lurt., value to I"'u uIIOn! Ihal I htld m.rllltl IIvldenCe 10 IIIPoorl tll0m I "';1'0 alia commlll'llud 01t10ul f~1t ,110(:1 ollP'te advu". condlllonl on InQ ma'kltlabllll~ ollne IlItllet! prooe'ly ? 'OOllono.U, ptopar.d 311 conclUIlonl Ind OOll'llonl aDoul 1"'0 ,..llI.l.1le 11'1,'1 ....tHU 1..1 lort... In Itllt o.opr.lnl 'eporl It I IlIltOCS 01'1 \IOI'III.c.1nl pfololllon..1 311ll1ll1eo Irom an, IndiVIdual or l!ld,vIOuo.ll In 1"0 ,orlOlmallcD ~I Inll IIPP'I"..1 or ItlO propiUo.hon 01 Ihe .1pO'':lIInl lepo'l I !'lOvtt I'Iamod 'IItl'! md,vldu:lll'l ..nCS lJlselOl"CS 1I1l~ 'PI"I'IC t..... Oltflo'mud b., lP'tum In Il'le lOeOI'lClllallOI'l I.cllon 01 lt1ll aOO,aln1 rooorl I cerM, '''.11 3n~ Il'Idl'l;CSw.l' 10 "lImlla 1\ QIIIltllod la ourlOfm 11'10 1.1\1l1 , have nOI ,)ulhoFlUI1 al'l,on. 10 m3~' a c"""90 !o ..n~ .Iom 'n l".u '''POrl 1~""r!Qre lion unilull'lOI'Zlld c"Qnglt II made 10 Iho 30P','IUI 100011, I w,I1I:1ke no 'UltlQI'IIIO,hl~ leI .1 SUPERVISORY APPRAISER'S CERTIFICA TION :It a II.oDlmlla'~ 3Dprll"'" l.onodlM 300'.111.11 '''0011 nlfor '''0 co'llIrOl and i19rllUI 11'1111 I dllecll,. IUp"'~IIO Iho npD""lll .-ho p,eoared Itle aopl:t.'Ial reporl hll'" r"VIQwed 11'10 30Pl.11111 'III001!. 110'"'' wll" Ihe II.lllmenll and COllc'Ullonl 01 Iho apOr.I'''' .1oro" 10 tie bound by 1"'1.' 1I00131."r I corloIIC.1I.0'" numllutoCS" Ir!lcugh '; .lbove. nnd am fa"lno lull FlIIOonl.blhl., 101 Ih" ..00';11I.11 "nd In" 3001:101.11 raporl ADDRESS OF PROPERTY APPRAISED: 9 clifton Terrace APPRAISER: SUPERV~QRY' APP~SE~'''''';,?J' $'IJUIII'f ~.~. 'y...-.lj Pi~m. STEVEN W. 81JUlETT. SRA, SRI'A O~I. SlllntlS 3/2 i/96 Sill' C'''lllc~llon , OA-000298-L 01 ~IJlf l'(tn\f' .RB..02692i-A SIU. PA twDIUllon OUt 01 Ctllll.ul"o or llw.\tt 6/30/9" Old X O,d ~'Ol 1"'Oftl PrCPfllw Sf9n~luI, Pi~mt WILLIAM '):: BASSETT O~I. StOntd j 12 i {g"S SIU' Cerllllulion' RL-001347..L 01 SIJl,llClnu I - - -----.. SItl. bOUIllon D~I' ~I Ctlll"i:illo~ o.'LI,;n,; 6/30/97 Flfd!i:fMuFo,mJJ) 6.93 PACt !JI'l rJnu '.lH ;:~frr I'X.aB ~'1) ""'Ill.., '..1., .,....... CARL E. OCKER AUCTIONEER 12114 Ocker Drive Shippensburg, PA 17257 (717) 532.9030 PERSONAL PROPERTY APPRAISAL Cole B. Price, Jr. Estate 9 Clifton Terrace Carlisle, PA 17013 FOYER Oriental rug...........,.........,......,.......,.....,....................'.......'..."....................'....'........ :$35.00 French style oval mirror.....,.,.....,..........................................................,........."......... .$40.00 Longeburger basket.........,........,.....,.... .........,............,........ .......,.. .......... ................ ....$35,00 Hitchesek style chair...,.....,......................,........,....,......,.".....,.............,...................,. .$3 5.00 Family portrait in large gilt frame..............................................................................$250.00 Satusuma floor vase ...........,.....,..,....,.......... ...,.,............... .................................,.....,$300.00 20th Century Chippendale mahogany lowboy ........................................................$1.200.00 HALL Hamidan throw rug ............, ................... ..... ....... .... ,........... ........... ..... ... ....,.. ..............$75.00 Small pine dovetailed blanket chest.,............... ....................,......,. .......................,.....$1 50.00 Music cabinet.. ,.,.. ... ............, ..... ,........ ................................. .,..... ........... ...............,.,...$75.00 GARAGE Yale Safe ....,.... .....................,...... .,. ....... ..... .... ...'..................... ..... ...............,.......,...$200.00 GE chest freezer...............................,............."..................................,............,.....,.. ..$75.00 Turned foot blanket chest.. ... ........ ... ... ........... ..... ..,.....,...... .................... .......,....... ...,$200.00 4-Drawer blanket chest ......"....,... .... ................................... ...... .......................,... ... ...$20.00 Miscellaneous tools .... ....... ......... ........... ..... .... ... ............ ....... ........ ... "..... ...,........,.. .,. ..$1 0.00 KITCHEN Barometer. ,.. ..., ,...... .... .... ........ ... ..... ....... ... .... .................... ...... ... ...... ... ........ ,..............$20.00 Stemware ....... ........... ...... ... ... '" ............... ...... ... .... ........ ....... .....' .... ........ ....... ..... ,.. ... ...$20.00 Pewter pitcher.......................................................................................,................... .$1 0.00 Frigidaire refrigerator.. ......... ..................................... ......... ............................. .........$1 00.00 McCoy cookie jar (as is) ............................................................................................$10.00 Copper pitcher .................... ........................... ........... ............................ ......... ......... ...$35.00 Lenox "Bellewe" china service for 12......................................................................$350.00 Cole B. Price, Jr. Appraisal page 2 Blue and white creamer and sugar ..............................................................................S20.00 Booths England "Chinese Tree" parlial set of dishes ...............................""................S50.00 DINING ROOM. LIVING ROOM Adams style Eagle decorated chairs (2) ....................................................................SI 50.00 Mahogany Chinese Chippendale style chairs (8)........................................................S600.00 Large round mahogany split pedestal dining table w/3 boards................................SI,IOO.OO Pair Silver plated candleholders ...........,......................................... ........................ .... .S50.00 Mexican blown pitcher and tumblers...........................................................................S25.00 Georgetown Galleries mahogany buffet....................................................................S 100.00 Silver plated gravy boat.................................................................................. ........ ....S20.00 Table linens ...... .............. ................................................ ....... ......................... ......... ...S I 0.00 Miscellaneous silver plated flatware..... ........................ ............ ........ ................ ....... ....S I 5.00 Roman etchin8s (4) .................. ....... ............................. ............ ........................ ...... ....S40,OO Brass cased New Haven mantel clock with lion ........................................................S350.00 Matched pair old china mantel vases (one as is) ..........................................................S75.00 12 volumes by W. M. Thackery..................................................................................S25.00 12 Volumes by John Ruskin .......................................................................................$25.00 57 Volumes by Alexandre Duman ..............................................................................$35.00 25 Volumes by Waverly Novels..................................................................................S35.00 Group ofMiseellaneous books. some leather bound..................................................$50.00 Walnut OG foot4-drawer chest...............................................................................S400.00 Chinese mud figure lamp ..,.......,....... ................................................................,...... ...$25.00 Etchings (2) .............,................................................................................................ .$25.00 Queen Anne style wing chair ....................................................................................SIOO.OO Mahogany straight leg coffee table .............................................................................$50.00 Upholstered sofa ..............., .......,. ...... ............. ...... ..... ........................... .... ..................$50.00 Frederic Remmington print........................................................................,...........,... .$20.00 Hitchcock style Wmdsor chair ....................................................................................$50.00 Onyx and brass stand................................................................................................$150.00 Wrought iron floor lamp.......... ............ ....... ..,.. ..,. ..... ...., ...................... ...... .... .............$50.00 Wedgwood Jasperware pitcher. ............ ............ ....... ....... ..... ..................... ......... .........S50.00 Wooden mortar and pestle..........................................................................................$ 15.00 Italian covered bOx.............,.................,.....................................................................$ I 0.00 English handless cup and saucer .................................................................................$10.00 Staffordshire bone china flowers (as is).......................................................................$IO.OO India dagger ..... ...............................................,.............. ......... ................. ......... .........$25.00 Bavaria blue and white teapot.....................................................................................$20.00 Silver plated shaker.. ..................... ........... ................... ............ ....... ........................ ....$25.00 Silver plated side pour tea pot....................................................................................$20.00 Lenox Christmas pattern, cups, saucers, dessen plates (18 ea)..................................$IOO.OO Cut glass nappy ....................... ..................................................... .............. ............... .$20.00 Cut glass bowl and vase (as is) ...................................................................................$10.00 Venetian glass wine set............................................................ ....... ................... ....... ..$75 .00 Chinese rice bowl...................... ............................................ ................... ...... ............$ 1 0.00 Cole B. Price, Jr. Appraisal page 3 Cut glass bowls (3 as is).............................................................................................$25.00 Blue dessert plates (6) ............. ...., ............. ... ............................................................. .$20.00 Limoge fish plate......................................................... ,.. ...............,........................... .$25.00 German Nude on a Horse Statue ................................................................................$75.00 Blue.Amber cruets (2)...................,........................ .................................................,. .$25 .00 English creamer and sugar ........................................................................................ ..$1 0.00 Cranberry glass basket....... .................. ............................... ...................... ................. .$1 0.00 Lustre pink cup plate....... ........... ............................ ........ ............. ........ ....... .............. ..$25.00 Bluebird carving.......,.......,........,.,.".............".,..,.,......................................,............. .$25.00 Cut glass decanters (2 as is)......................................................................................$IO0.00 Cut glass vase ."..".................. ,... .., "...,...... ..... .... .................,........ ........ .... ..... .,. .... .... .$50.00 Mexican pitcher. ... ..........,. ...... ,... ... ..... .... ....... ....... ....................., ...... .... ... .,. ...... ....... ...$25.00 Cordials (6) .."....... ....,...,. .... ....... ... ..... .... ..... ......... ..""............. .... ..... .... ............ .... .... ..$15.00 Large china platter ........ ..... ..'.... ........ ........ ............ ................... ....... ....... ....,... ... .... .... .$35 .00 Mahogany Sheraton style upholstered chairs (2).......................................................$100.00 Cherry Nest of3 tables.................................................................................,...........S I 00.00 Brass lamp.. .,.............,...................,... .,.................. ................... ........... ................,... ..$20.00 2 pc 16.Pane cherry comer cupboard ....................................................................SI,200.00 Cut glass stemware (6) .............. ........ ..................... .................. .............. ................... .S30.00 Cut glass fluted bowl (as is)........................................................................................S25.00 Diamond pattern compote (as is).................................,..............................................$20.00 Cut glass pitcher (as is) ..............................................................................................S50.00 Cut glass pitcher.........,.,..,.....,...................................,..............,................................ .S50. 00 Minton China service for 12 .....................................................................................S300.00 Duncan.Miller plates and bowls.....................,..,... ............... .......... .......... ................. ..S35.OO Demitasse cups and saucer (6)....................................................................................S25.00 GUEST BEDROOM Queen-size brass headboard and bed.........................................................................SI50.00 Chippendale mirror with replaeements .......................... ......................... ........ ....... ....S I 50.00 Kerosene lamp with milk glass base............................................................................S50.OO Mahogany circa 1900 dresser and washstand............................................................S300.00 Queen Anne style window seat...................................................................................S75.00 Iron floor lamp ................................. ... .... ...... ....... .... ..... ............. .... ........, ............. .... ..$40.00 Mahogany ladies secretary........... ..... ....... ...... ..,............... ........... ........ ..... ......... ........S I 00.00 BALL Frigidaire washer and dryer ......................................................................................S125.00 MASTER BEDROOM J. Raymond Smith walnut chest ofdrawers...............................................................S400.00 Gilt mirror.......,.............................,......................."...,..........................................,... .$3 5.00 J. Raymond Smith walnut poster bed........................................................................$300.00 Mahogany Queen Anne style secretary .....................................................................SIOO.OO Cedar chest............,.............. ..................... ......... ...................................................... .S50.00 ,..' ..... .._~. ,,,,'>~-l"-.~,,,.',,,,,,* ,ct.\-"'.',.~ Cole B. Price, Jr. Appraisal page 4 Queen Anne style footstool..............................,..................,........,........ ..............., .... .$20.00 3 over 2 over 4 Cherry high chest (restoration)......................................................$2,500.00 Bookcase...... .......,.................,."...,.......... ............................. ......,......,............,..,...... .$25,00 Decorated kerosene lamp ............,. ,........................... ,."..................................... .... ....$50,00 DEN Loveseat "...... "".,..,. ...."....... ......... ....., ".,....,. ..,. ,.... .......... ... ..... ...,.."............,... ........ .$25.00 Artist board !ish painting .......,.....................,.................,......................................,.....$25.00 Duek print, ,....,........... .,... .,.., ,. ... ....... ,... ...... ......... .....' .... ,.... '" ...,... .....,.... .,., .............. ..$50.00 Oak stand.. .., ,.......... .,...... .,... .,. ...... ... ..... .....,........ .,. ,.... ,.... .....,..... ....,... .,........ .......,. ,. ..$1 0.00 Floor lamp ............. ........ ..................... ..... ............ ...... ................. ............ ....... ........... .$1 0.00 Walnut bookcase with drawer ..................................................................................$250.00 Antique books."............",.... ,... ...,. ..... ... ."... ,.,.. ... .....,.. ... .....,.........."...... ....... ........... ..$25.00 Lay-Z.Boy recliner...." ,. ............. ........", ........ .., ....,. ... ,. ......, ...,....,......,.... ....,.... .,....... ..$50.00 Wooden powder kegs (3).. ............. .......... ...................... ......... ........ ....... ..... ............ ...$40.00 Crockery jug .................................. .................... ..........,... ........................... .............. .$1 5.00 Exerciser...,.,....."..."......................,.......,....,.....,................,..........,...,................,.,..., ,$1 0.00 Leather water buckets (2).... ..... ..... ...., .............. .........,. ...... ........,.....,......,....... ...... ......$40.00 20th Century fireplace set,....,..........,.....",..,.,......................,..................................... ,$50.00 Brass bucket.......,.,.....,...........,.....,......".............."..........,...........,.......................... .$1 00.00 Softwood washstand ."....,..........,.,..", ,....................... ....... ......................... ...... ,.. .......$50.00 GE Color TV.......,.,......... .,........... ". ...,..................,...:......,. ......................,......... .....,,$50.00 Frederic Remmington ......".. ..................."....".,.......,......,.. ........................"...............$20.00 Dog Print .,......,.,.........,. ,..........,... ..............,........................... ...,.."..........' ...., .... ,.......$20.00 Snack trays ..."..........,............,............,. ...........,........... ...... ..... ...,.....,.....,................. ..$1 0.00 APPRA.ISAL TOTAL .........................................................................................515,080.00 I do HEREBY CERTIFY that I have examined those tangible personal property items named herein, as being part of the Estate of Cole B. Price, Jr" 9 Clifton Terrace, Carlisle, PA 17013 and do value and appraise the same at $ 15,080.00 as being the fair market value of said property on the date of March 17, 1996. Date ~ \ \--\ \tllo \ ' _e~4f)~~. Carl E. Ocker Auctioneer and Appraiser I~~entJrJ lie~ ~f ~llv~r ~olla::'s for ~~le 3. rric~ ~::'. Estate 9 Clif~on Terrace Ca!'li:lle, l'a. The:-e a~~ si:\-:~I!:1 ~'J:1..s of ,1jl'!.,?~3 ','i +;~ t'.'1P.:tt:l ;P.!' roll.~. 1~~~ 1901'}':: 1-80-: 1-80-0 1-~1-S 1-79-0 ~R3,~O each Remaining ~~ do11ars 1~5.0C ea~h 1-90 3-91 5-?0-0 ~~?50 each Remai~i~~ 1~ d~lla::'s ~~5.10 each 2-~8-r 7-~~-O ~~;.50 ~~C~ Remalni~l 11Ic~11a~~ ;~5.00 ~qch 4, 3-1901-J 1-96-0 1-97-0 ~S3.50 e3ch Remaining 15 dolla::,s ~35.00 eac~ 14.00 ~U) . ~f) -1 c:; "" , ..... 5c:; n," , . 1 . 2. " . . ;1.5r. c:;- 0" .". '.. 17.5C 75.')0 1n.5n .85.')(' 5. 3-79-} ~~3.50 each Re~ai~ing 17 dollars a25.'lO each e. ~-e2-0 3-A2-S ~33.50 ~ach Remaini:g 13 dollars u15.~0 ~ach 7. 10-87-0 D33.50 each Rema1ni~g 10 doll~~s ~~5.00 Poach 6. 1-BO-? ~33.50 Remai~i~b 19 d~lla::'s ~~5.CO ~ach 9. 20 doUa::os ;.-35.00 eac:: 10. 4-8~ 3-86-0 1-85-0 ~~3.~0 ~ach ~e~ai~i~g 12 n)lla::os ~~5,~0 each 11. 7-1901-0 ~~3.50 ~R~h R?mai~in6 1; nollsrs ~35.JO each 12. 3-a1 ~~~.S1 ~~C~ Re~~i=i:g '7 rlollars ~~5.'l0 ~ach 13: 4-92-0 '-9~-O ~~3.50 each Remai~ing 12 nollars ~35.00 each 14. 12-84-? ~13,50 each R~l!laini:".; ~ doEa::,s ....'S5.'JO p.ach 15. 1-8':' 1-8;;-0} 1-2.: ,".n.50 p.ach Remaining 17 d~llars 1a5.nO each 16. 3-9~-O ~-39-J ~.)~.~~ p~c~ ie~Rini~f 13 dolls::,? ~i~.00 ~.ch 2r.l.:'J €5.Q,! 35.JO 5f).f)') " c:;" ..........'. 95.IJC 100.an 2= .,:.,; t:" ,I'\r ..... ,.. p' 2'+. ~0 <:5.')r) 1 ~ . 51') 25.0') 2.'3.00 60.0~ 42.0~ 40.()(: 10. ;.') $lC:; n" -~ . 2J..30 6;. 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I I 1 . ...,..--.....-....-..--- - .......... ~ .. L FARMERS II TRUST March 7, 1996 Farmers Trust Company I West Hleh Street Carlisle, PA 17013 Re: Estate of Cole B Price, Jr Date of Death: February 28, 1996 Dear Trust Department: In answer to your request concernlne accounts owned, ei ther separately or jointly, by the above referenced decedent and the balance In each account as of the date of death. we have checked our records and are submlttine the followine Information In duplicate. We sueeest that you file one of these letters attached to the Pennsylvania Inventory forms (RCCl to substantiate the balance you report. , I r .. Note that we have shown the correct reeistration for each account. Also, interest accrued to the date of death, if any. is listed as a separate fieure. \ Checkine account #448354 was orielnally opened 9/1/67 or before. The account was titled in Cole B Price Jr's name alone. The balance as of 2/23/96 was $20,383,91. The account was non-interest beari nc. We do have a safe deposit box at our Main Office #4059 titled in Cole B Price Jr's name alone, Sincerely, ,)"4--- ~."y.-,\'-,<p\..~ Karen Tomassone Supervisor Customer Service ;', , ,;--- . . ~/!; .'~. One Wt'Sl High Slnoet P.O. Box 220 Carlisle, Pennsylvania 17013 (717) 243.3212 " IS"- ?/ - j~ COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE C/ 'UR!~11 OF INDIVIDUAL TAMES INHlI!'AHCE t.X DIVISION D(PJ.IIUOl HAllll.URQ, PA 171".0'01 NOTICE OF INHERITANCE TAM APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAM FINANCIAL TR SERVICES CO FARMERS TR CO PO BOX 220 CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-10-97 PRICE 02-28-96 21 96-0229 CUMBERLAND 101 Allount ReMUt.d *' ..'.IUI,,'" III.'" COLE B MAKE CHECK PAYABLE AND REHIT PAYHENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ..... REv:isf;i-Ex-AFP-nz:9iij-iioi'"icEuOF-iiiiiEiiiTiiiici-i:Ax-iipjiiiiiisEilEii'i'-;-AiToiiiiNci-iili-_mmm _n___ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX COLE B FILE NO. 21 96-0229 ACN 101 DATE TAX RETURN WASI ( I ACCEPTED AS FILED ( XI CHANCED SEE ATTACHED APPROVED DEDUCTIONS AND EXEMPTIONS I t 58,022.90 9. Funeral Expans../Ada. COI .'"llc. Expans.. (Schedule HJ (9) 10. O.bh/Hort.... U.bI11U../L1on. (Sch.du1o Il UOI 7.095.57 11. Tot.l O.ductlon. (111 12. N.t V.lu. of T.. R.turll (121 13. Charitable/Govern-ant.l Bequa.t. (Schedule J) (13) 14. Hot V.lu. of E.t.t. Subj.ct to T.. (14) NOTEI If an alleslment wal ilsued previously, linel 14, IS and/or 16, 17 and lB will reflect figures that include the totel of 6hh returns assessed to date. ASSESSHENT OF TAXI 15. Aoount of Lln. 14 .t Spou..l r.t. (151 16. A.ount of Lln. 14 t...bl. .t Lln..I/Cl... A r.t. (16) 17. Aoount of Lln. 14 to.obl. .t Coll.t.r.l/Cl... I r.t. (171 II. Principal Tax Du. ESTATE OF PRICE RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.t.t. (Sch.dul. A) 2. Stock. and lond. (Sch.dul. II 5. Clo..ly H.ld Stock/P.rtn.r.hlp Int.r..t (Sch.dul. CI 4. "orig.gaI/Not.. Receivable (Schedule DJ S. Ca.h/Bank Depolita'Hilc. Parlonal Property (Schedula E) 6. Jointly awn.d Prop.rty (Sch.dul. FI 7. Tranafara (Schedule C) 8. Total AI..t. UI (21 (5) (41 (51 (6) (71 130.500.00 466.626.85 .00 ,00 134.229,13 962.87 .00 (a) .00 X .00. 667,200.38 X.06. .00 X ,15. nal TAX CREDITS I PAYHENT DATE 05-24-96 DISCOUNT (.) INTEREST (,1 2,001.60 RECEIPT HUI1aER AA1l2875 ANOUNT PAID 41, 500.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 03-10-97 NOTICE HOTEa To Insure proper credit to your account, sub.it the upper portion of this for. with your t.x paYJIent. 732,318.85 ~~.118 47 667,7.00.38 .00 667.200.38 ,00 40,032.03 .00 40,032.03 43,501. 60 3.469.57CR .00 3.469.57CR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE 15 LESS THAN .1. NO PAYHENT 15 REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY aE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) ." RESERVATIONI E.tat., of dec~t. dying on or before Dac.-ber 12, .'.Z .. l' MY lutur. Int.r..t In t~ ,,'ata 1. trant,.rred In po.....lon or enJo,.ent to el... . (coll,t.r,l) beneflcl.r... of t~ dlced.nt a,t., the I.plr.llon 0' eny I..at. for II'. or for y..r., the Co~.lth hereby ..pr..,ly r...rv.. t~ right to apprai.. ~ ...... tran,'.r Inherltenca TIXI' at the l~ful Cl... . (coll,'.r.1l r.t. on any such lutur. In'.r..t. _Of NOTICEI To fulfill the r.qulr..ent. of Slctlon 21_0 0' the Inn-rltencl end E,t,ta Tlx Act, Act IZ 0' 1"1. 72 P.S. Section 2140. PAYtEHl'1 DelICh the top portion of thh NatJu end lutMllt with your pIY1lent to the Rlght.r of NUll pdnttd on the rev.r.. ,Idl. "-"-kl check or HMY order payabl. tOI REGISTER OF MILLS.. AGENT AU p.,.."" ,autved shall Ur.. b. applied to MY Int.r..t which ..y be m.. with ....y re..lnder 1fIp11td to the t.x. REf1.IG (CRh A ",und of . tl. credit, which .... not requ..t.d on the TalC R.turn, ..y be r.que.,.d by co_l.tlna ." "Appllc.tlon far R.fund of Pennlylv."l. Inh.rltanc. end E.t.t. ,.... (REY-1313). Appllc.tlon. .r. .v.llabl. .t thl Dfflc. of the RIII.t.r of Will', any of t~ 2S RavlnUl DI.trlct Dfflca., or by c'lllng tha .peclal 2~-hour an.warlng ..rvlca nuaber. for for.. ordlrlngl In P.nn'Ylvanla 1-800-362-2050, out'lde Penn.ylv."la and within loc.1 Harrl.bur. ar.a (717) 787-8094, TOOl (117) 112-2252 (He.rlng 1.,.lred Only). OIJECTIONS. Any p.rtv In Int.r..t not ..tl.fled with the appr.I..aent, .llowanc. or dl.allowanc. of dlductlon., or ......-.nt of ta. (Including dl.count or Int.r..t) .. shown on thl. Notlc. lU.t obJ.ct ..Ithln .I.ty (60) day. of r.c.lpt of thll Notlc. bVI .-wrltt." prot..t to the PA a.p.rt.ent of R.venue, Bo.rd of ,pp..l., a.pt. 281021, H.rrl.burg, PA 17121-1021, OR .-.Iactlon to have the .att.r d.t.r.lned .t .udlt of thl account of the p.r.on'l rapr..ent.tlva, OR nappe.1 to thl Drph.,.. Court. AIlIlIN IITUTlI/E CORlIfCTlllNS, Factu.1 wrror. dlscovarad on thl. .......ent 5hOUld b. addr....d In writing tal PA a.p.rt.."t of Aavanua, aur.au of Individual TI.", ATTNI po.t A.....llnt R.vl.w unit, D.pt. 210601, H.rrl.bur., PA 17121-0601 Phon. (117) 181-6505. S.. p", 5 of thl bookl.t "In.tructlon. for Inherltanc. T.. A.turn for. R.lldant Decadant.. (REY-ISOI) for an ..plan.tlon of ed.lnl.tr.tlv.lv corr.ctabl. .rror.. POIAL1VI If any t.. dUe I. p.ld ..Ithln thr" (3) caland.r lonth. .ft.r the d.c.dant'. d..th, a flv. p.rcant (5X) dl.count of thl talC p.ld I' allowed. The 15X t.. eane.ty non-p.rtlclp.tlon panalty II co.putad on the totll of the t.. end Int.r..t ......ad, and not paid bafor. Janu.ry II, 1996, thl flr.t d.v .ftar the .nd of thl tl. eana.tv p.rlod. Thl. non-p.rtlclpatlon panelb Is ....Iabl. In thl .... larlMr and In the the .... U.. period II you would app..1 thl t.. and In"r..t that h.. b.an ......ad .. Indlc.t.d on this not Ie.. '111CIIUIfT1 .IIIIDlt:IT' Int.r..t I. char,ld ballnnlng ..Ith flr.t d.y of dlllnqulncy, or nine C') eonth. and one Cl) d.y froe the d.t. of dI.th, to the datI of plyeant. 1..1' which b.c... d.llnqulnt b.for. January 1, 1"2 b..r Int.r..t .t the rat. of .1. C6X) p.rcent p.r ~ c.lcul.t.d at . d.llv r.t. of .00016~. All t.... which bac... d.llnquent on and aft.r Janu.ry I, 1"2 ..III ba.r Int.r..t at a rlt. which ..Ill v.rv frol c.lend.r y..r to c.land.r y..r ..Ith that r.t. announced by the p, Dap.rtllnt of R.v.nue. ThI appllcabl. I"t.r..t r.t.. for 19.2 through I'" .r'l !!!! Inter..t A.t. O.llv Int.r..t F.ctor !!!r Inter..t A.t. o.llv Inter..t Factor Inz ZOX .0005"1 191' 9X .000241 1911 I'X .oooua 1'''-1991 !IX .000301 19M IU .000301 1992 9X .00024' 1915 UX .00OSS' 1995-1994 7X .000192 1911 lOX .0002'~ 1995-199' 'X .000241 ...Jnt.,..t I. c.lcul.t.d .. followlI INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlc. I..ued .ft.r thl t.. bec~" delinquent ..111 r.fl.ct an Inter..t c.lcul.tlon ta flftllft CIS) day. bayond thl d.t. af the ........"t. If p.y.ent 11 .ede .fter thl! Intar..t coaputaUon d.ta thown on thl Notic., addltlonll Intar..t lU.t be c.lcul,'.d. R .,y.I."'-.....ilt ~.@,:~ COMMONWEALTH Of PENNSYlVANIA DEPARlMENl Of REVENUE IURIAU O' INDIVIDUAL lAXlS Dm,2I0601 HARRISBURG, PA 1712B.0601 DECEDENl'S NAME C \ o SCHEDULE ITEM NO, \cl ~" d 'J: H (-\ INHERITANCE TAX EXPLANATION OF CHANGES e Pr'c fiLE NUMBER ACN EXPLANATION OF CHANGES I h to. de. d (.),,1101'\ S C \ A u'ne...d o\\v- ex pe n I; ~s rc:..- I r-. ~4!. cl t b f '('"'0 p e. <- t ~ cu.l ~ \ d c:.. P e.. t'll") S J v Po V"\ \ A hp-lIt2.. bee..n dIO;t:\i\oc..Jc:.d,O~bts securc:..d. 6y propeY"ty ';1-r(,)At~d ou.TS1dc.. 0+ Pe.Y1V1- SjIVAV"IA A'f'e.. 0C+ A\\oWAb\(..,toY"" ~n(\S~IVAnIA pU'f'pose.s I VlI'\Ie.ss+\'~se,- cv ("e.. J. d e.bt -e,.X c.e e.d s tb -e.. V A I u e. 0 r ~ '(.. . propev- T'-i' ~e\~,()v(c.l+~or,.... orlql.\P,1 rc.1vn\ n"t (.l deb~ 0.\ +\"S e.$t~t~. P,I"'", c.ount1 plope,.t'1 _ t....AY\S~H,..t...J. mu'ic.. fhF"\ fIVe... (5) ~e.Ars be.- f<:>r<:.. dC.Rt~,~IA. ph"'l'e., dlscuss,oY') ~-~I-qV, with ~our offICl:.... . , , TAX EXAMINER, U t" b, (A ') R-~\ \"fv\ PAGE 4 . I"'l - 1,1') ~if o,!!/ ~~ 0 t) r...$ ~ () ~ ~" , .;:10 .... )~;.. 0 _. W' ... "C> .. ,.! (lJ QJ ~ . , ') 00; " oln ~' ,1> (,)<1> . ..) cua: P\ -t:E a: wa 0 STATUS REPORT UNDER FULE 6.12 Namc of Decedcnt: Calc B, Price, Jr. Datc of Death: Fcbruary 28, 1996 Will No. 2196-0229 Admin, No. Pursuant to Rule 6.12 ofthc Suprcmc Court Orphans' Court Rulcs, I rcport thc following with respect to completion ofthc administration of the above-captioncd estatc: 1. State whether administration of thc estatc is complctc: Ycs No _X_ 2, If the answer is No, statc whcn the pcrsonal reprcscntative rcasonably believes that the administration will be complete: Upon receipt ofthc Federal Estate Tax Closing Lelter. 3. Ifthc answer to No. I is Yes, state thefollowing: 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 rcpresentative's account is: c. Did thc personal representative statc an account informally to the parties in interest? Yes No c. Copies of receipts, rcleases, joiners and approvals of formal or informal accounts may be filed with the Clerk of thc Orphans' Court and may be attached to this report. ..... sb~ S ature Date: MarclV8,1998 '~.. ~ ~~ . ~ ~': -J I~l: 0.. Q:) - rn p, "" Jane F. Burke, President/CEO Financial Trust Services Company One West High Street p, O. Box 220 Carlisle, PA 17013 717-243-3212 '. () (j <.:l ell.).: 0: s;; :e ud Capacity: Personal Representative 15-q'I-j- BUREAU 0' INDIVIDUAL TAXES INMERITAMtE TAX DIVISION DOT. 111"1 HAI.UIItItO, PA 1111'-"'1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ,,~ ~ 'l3W an.UII n ." m.fU 04-21-97 PRICE 02-28-96 21 96-0229 CUMBERLAND 101 AIIOUnt R..1ttlld COLE B FINANCIAL TR SERVICES CO FARMERS TR CO PO BOX 220 CARLISLE PA 17013 DAT! !STAT! OF DAT! OF DEATH FILE NUHlER COUNTY ACN MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To inlur. proper credit to your account, .ub.it the upper portion of thl1 for. with your t.K peyaent. PAYMENTS (TAX CREDITS), PAYMENT DATE 05-24-96 03-31-97 RECEIPT NUMBER AA1l2875 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 2,001.60 .00 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... REY:iliIWix.;.;;p-foi-:97r--......--iNHERiTAiii:'!-.YAX-STA'fEiiEHY-il"F"AccouN'f....i.----------...--.. .--- !STAT! OF PRICE COLE B FILE NO. 21 96-0229 ACN 101 DAT! 04-21-97 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE ~ED ESTATE. SHOWN BELOM IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 03-03-97 PRINCIPAL TAX DUE, 40,032.03 AMOUNT PAID 41,500.00 3,469.57- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO PAYIlENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU IIAY BE DUE A REFUND. SEE REVERSE SIDE. OF THIS FORH FOR IHSTIlUCTlOHS. 40,032.03 .00 .00 .00 on 5r \0 oJ ;:r. .... -0 -. \Q 'T), )0. ::c .U N i:": Cl PAYMDfTI o.tMlh the top portion ., thl. Notlc. Md ,ubIIlt ..Ith your PI,.."t ... Plylble to the MM MIl IIddr... prInted on the rewr" .1d1. If II(IIDOlT II[CEllEHT ..... chock or ___. or., .....1. tOI REGISTER OF WILLS, AGENT. If HON.REIIDEHT Of:CE:DEHT MIl. check or HnlY .r<<Nt PIYM1. tOI COtltONWEALTH OF PENNSYLVANIA. RffUCD Ctl)1 , refund of . tu; credit, which .... not ,..quuted on the Tu .Iturn, -v tM r....ted by ~hU", WI .....lIcatlon 'or R.fwld of Pemsvl"."., lmerlt.-.c. Mea [,tat, Tax" (REV-UU). Appl1cIUon. .r. !lYIU_I. at U. Offlce 0' the R..I,t... of "Uh, MY of U. Z3 AI..,.,... Dllt,!ot OHlc.. or fr. the DepvtMnt'l I.-hour en...rJ"I _rvlce ,.,..,.. for '0,... orderlnlll In Pemaylwnl, 1-.00-362.1050, DUtllde P"'Qlwnl. ... ..lth!n 10C81 HI,.,.hbur. .,... (717) 717..aOM, TDD' (717) 772-2152 nt..,lng I.....'.. 0111>>). RlPt.Y Tal GueIUon. reprdl". .,.ror. contained on thh noUe. should M addr...ed tOI PI o.part-tt of 'A~, Iu,..., of Indlvldull Tax.., ATTNt Po,t ,......-nt R.vlew Unlt,-Dept. Z10601, Harrlsbur., P' 1712.-0601, phont 17171 7'7-6505. DISCOlMTI If .., tax due h paid within thr.. (S) ee."r MW\th. aft.r tha decedllnt'. "th, a fly. percent (5%) dllcOWlt of tha tax p.ld I. allowed. PEMAL "I The 15% to __.tv non.p.rtlclpatlon ,.,..Uy 11 co.,utecl on thla tot.. 0' the t.. end Int.r..t ........., end not peld before J.1wr:f 1', 1996, the fltlt day .ft.r the end 0' tha to __.tv period. INTERfITI Int.,...t I. charged beglml,... with flr.t dII:f 0' dallnquanc:f, or "1M (9) IIOnth. end OM (1) day fra the dIIt. 0' ....th, to tha dIIt. 0' Par-'lt. TUII which bee-. delinquent before .Mnuar:f 1, 191' bIIIr Int.r..t at tha rtIt. of .be (0) "reMt pa" ~ C11lculatad at . dalb rat. a' .DlO1M. All tu.. which bec:_ deUrMlUMt on Ind .ft.r ".,.,..... 1, 191' will bIIIr Intlr..t .t . rat. which will Ylry 'rOIl calendar V"" to c.l..,. rear with that ntl WW'IOUnCecI b1 the PI o.p.,.t.ant of Revenue. ThrI 1PP1Ic"dl Int.,...t r.t.. for 1'.2 th,.ough 1"7 .rat Yoo. Intere.t Rita Dallv Int.,...t Faato,. Yoor Int.,...t Rat. Dall:f Int.,...t Faator 1HZ ZOX .000541 1917 9X . not47 INS 16X .ODDU' 1....1"1 llX .000501 19M llX . DDOS01 1"2 9X .ODD247 1..5 15% .0IOSS6 1"5-1'" n .DDUtz l- UX .ODD274 1"5'1"7 9X .lOot47 --Int.r..t 1. calcul.t... .. follow'l IIITEIlE8T . .AWeE OF TAX UllPAIO X IlUlIIER OF DAD DELIHQlIEIlT X OAILY IIITEIlE8T FACTOR ....An>>' Notice hlUed .fter the tu b1c... dellJ'lllll.*lt will ,..U.ot WI 1nt.,...t c.lculatlon to flft... US) .. bevond the dIIt. of tha ........"t. If P'VMnt 11 .... .ft.,. tha lnt.r..t C1MPUtatlon data shown on the Hotlea, Mdltlonal Inter..t ...t be catcullted. 0:0 ..off'! nl () i.? () -'. * COMMONWEALTH OF PINNSYLVANIA DIPARTMINT OF RIVINUI NOTICI OF DITIRMINATION AND ASSISSMINT OF PINNSYLVANIA ISTATI TAX BASID ON FIDIRAL ISTATE TAX RETURN DATE ESTATE OF DATE OF DEATH FILE NUIlBER ChUNTV ACN /5'--q /..... ~ IUIIlAU Of IIIlIVIDUAL TAXES IIHIIITAIICI: taX DIVI..'" Jl[PT.O...1 HAlRIIlURO, PA 171,.."'. Ill"'. II ar'.....1I 11-30-1998 PRICE 02-28-1996 21 96-0229 CUHBERLAND 201 _t R_i Heel B COLE - !. 'l;' FINANCIAL TR SERVICES CO FARMERS TR CO PO BOX 220 CARLISLE GI.1 PA 17013 eU\ MAKE CHECK PAYABLE AND REMIT PAYMENT Tal REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 1lDTE. To In...... p..-r credit to your .cccKrlt, ......it the _r portion of thh fo.. ..ith your tu pe_t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... iiEv:48rEi--AFP-TOi:.-9;j"----iii-iiiificE-Oj:--JiE;:ERiiiiiAiiiiIiTtiJi-AsSEiisHEiff---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. DATE 11-30-1998 ACN 201 B FILE NO.21 96-0229 ESTATE TAX DETERMINATION COLE ESTATE OF PRICE 20.201.41 1. Cr.dit For Stat. D.ath T.x.s as V.rifi.d 38.030.43 2. P.nnsylvani. Inh.ritanc. T.x Assessed (Excluding Di.count .nd/or Int.re.t) .00 3. Inh.rit.nc. Tax A.s..sed by Oth.r Stet.s or T.rritori.. of the United st.t.s (Excluding Di.count .nd/or Int.r.st) 38.030 .43 .00 4. Total Inh.ritanc. Tax Ass....d 5. P.nn.ylv.nia Estat. Tax Due TAX CREDITS I PAYMENT DATE AMOUNT PAID DISCOUNT (+) INTEREST/PEN PAID (-) RECEIPT NUMBER TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 OIF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN fl, lID PAYIlENT IS REllUIRED FOR CALCUUTIOII OF ADDITIOIIAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU I\AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.I ~1IF IIOTlCE' PAVIEMlI _CCIllo ,. fu1l1ll tho ..-I.-to .f $MUon ZI.5 Cb) .f tho l...rlt.... ... ..ta" 1.. "'. ... ZI .f 1..5. (72 ,.1. Section '1'5). ao_ tho top porUon .f thl. IIOU" ... ....It "Ith ..... _' .. tho 1..1...r ., Will. prln'ocI on tho ,...,.,.. ,Ide. .. ..... _ .r _ _r .....1. .., REIl1lltER OF llILLII, AllEHT. . .._ .f . ... crocll' _ .. ,-,'ocI bY _I.U" on "AppllooUon f.r 1._ .f ......1-1. JMo<II.... ... E..... ,OX" CREV'ISiSl. AppllooUon.... _11..1. .. - Om.. .f - ........r .f Wll... _ .f tho ZS 1_ D,,'rl.' om... ., fr" _ _r_'" 2.-_r on_rl.. ....I.. _r. for fo... .....rI..' In ......1_1. 1_....S62.215', cutol'" ......1_1. ... .Ithln looolllorrhb..,. .... \7171 717-..... TDDI (717) 77Z"USZ CHeering I111M11ttd Only). ~1111S' 1m por" In In....... no' ..u.f1oc1 .Ith _ ....._. .f ... .. - on thh noUoo ., ..,oc' .Ithln tidy (60) _I of rMIIlpt of thlt Notice byl .....Itton pro'." .. tho p. _r_' .f 1_' _rd .f _... ..... 2.1IZ1. IIorrl....r.. p. 17UI-1IZ1. OIl ....lecU.. to Mve the ..ttar dIItlrtllned at -..tit of the per.-1 r...r....,t.U", OR ........1 to the 0r'Pt*',. tourt. ADIlIW' ISTRATlYE CQRllECTll11S' PEMALTYl 11fTDEST' foc_1 .rro.. dl_rocl on thh ....._. __Id .. oddr...ocI In ...111.. ... p. _r_' .f 1_. _ .f Indl.loUl ,..... AT'"' .... ....._. 1..1.. Unit. ..... za...I. IIorrl....... p. 17U"UOI. ..- \7171 717-6515. _ _ 5 .f tho _I.' "In.'rucUon. f.r l...rI..... ,.. Roturn for . Ro"_' Deceden~ cR[V-1Sll) for ~ .xpl~tlon of ~lnl.tr.tl"lY correct~l. .tror.. Tho lSX ... ........ _-porll.lpoUon ....11. 10 _'ocI on _ ....1 .f tho ... ... In..r..' ......... ... no' pold ....... ...... I'. I.... tho fl..' .... .ft.r _ ... .f - ... ........ porlod. Thh __porUclPOUon ....1.. .. _1..1. In tho _ .....r ... In tho _ _ U.. porlod .. .... _Id _I tho ... ... In...... u.t he. been .....eed al Indlcat" on this notice. f., do'" .f dooth on .r .f,.r 1'-S'91. ......1_1. E"'" ,.. ..... on - fodor.1 E..... ,.. r.turn ....' ddlnquent at the IJlPlraUon of nine (09) ..nth. trOll the data of death. f.r do'.' .f ....th prl.r .. 1.-S-91. ......1_1. ...... ,.. ..... on - fodo..1 ...... ,.. r.turn ~. deUnquent at the I.lratlon of .lthtNn US) .nthl 'f'OII the ..t. of ..th. ,.... ""I'" _ ...11_' ..for. ....r. I. 1911 _r In...... .. - ..,. .f .Ix C6%) PO'-' po' ..... ooloul..ocI .t . doll. .... .f ....1... .U ..... ""I'" _ ...11_' on .r .ft.r ...... I. 1912 "Ill ..... In..r..t .. . r." ""I'" .111 ..r. fr" ool_r ...r t. 001_' ...r "Ith -' r." ............ bY tho p. Depert.ent of Revenue. ~ ~llC8ble lntere.t rat.. for 198Z through 1996 er.l V.., lntere.t Rat. DallY lnt.r..t Factor v..r lnhr..t Rat. DeUy lnt.r..t FltCtor 1912 20X .00OS48 1987 9X .IUZU 19I5 16% .0104)1 19ea"1991 IIX .tlOS.l 1914 IIX .IOOS01 1991 9X .lIn"7 1915 tsX ...OSM 1,,'-1994 7X .100192 1916 lOX ....f?4 1995"1998 9X ....Z47 -.lnt.r.st S. calcuSated e. follOM.: IJlTEREIIT . BALANCE OF TAlC UNPAID X IM\IER OF DAYS DELI"qUEICT X DAlLY lJtTERElIT FACTOR .-Im IIOtloo ........ .ft.r tho ... _. ...11_' .111 ..noc' on In..r..' ooloul.tlon .. f1ft_ U5l ..... ....,...s tho ..... .f tho ....._.. If po_t I. _ .ft., tho In....... _t.tlon do" - on tho MaUoa, addlU_l Interest wst ba C8lculeted. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION No. 2196.0229 Estat. of COLE B. PRICE, JR., D.c....d Late of South Mlddl.ton Town.hlp FIRST AND FINAL ACCOUNT OF FINANCIAL TRUST SERVICES COMPANY, COLE B. PRICE III, JAMES L. PRICE AND MORGAN B. PRICE, CO-EXECUTORS Date of Death: Letters Granted: First Complete Advertisement of Grant of Lellers: Account Stated to: February 28, 1996 March 18, 1996 April 19, 1996 January 15, 1999 SUMMARY & INDEX PRINCIPAL Receipts Less Disbursements Balance befora Distributions Less Distributions to Beneficiaries Principal Balance Remaining f!W 2 2-4 5 INCOME Receipts Less Disbursements Balance befora Distributions Less Distributions to Beneficiaries Income Balance Remaining 5 5 5 COMBINED BALANCE REMAINING " prtncloal Disbursements 'continued} City of Tucson, water and sewer 9.92 MOlllan B. Price, reimburse lor Arizona expenses 254,31 4/10/96 Nell's Food Marl\et, food treys for memorial service M.98 Cole B. Price III, reimburse for Arizona expenses 58,38 Meme Lee Price, reimburse for memorial service expenses 180.08 4/12/96 Hoffman-Roth Funerel Home, funerel expenses 958.00 4/15/96 PA Dept, of Revenue, tax due PA40 45.00 Internal Revenue Service, tax due Form 1040 1,840,00 4/18/96 Robert C. Calms, 1996 Real Estate taxes-Clifton Terrace 279.19 Firehouse Antique Center, apprelsal 01 Arizona personal property 110,00 4/17/96 Patricia A. Jent, SRA, appraisal lee Arizona Real Estate 250,00 4/22/96 Southwest Gas Corp., service 10,30 US West Communications, service 11.70 The University Physicians, balance due 13.78 4/24/98 Tucson Electric power Co., service 15,54 4/25/96 James Lee KlrI\, real estate taxes Arizona property 395.48 4/28/96 Generel Accldentlnsurence, automobile policy 195,00 Cole B, Price III, reimburse for Arizona expenses 1,595.50 Cole B. Price III, reimburse for Certlfled Copy of Divorce Decree 9.00 Jeffrey's, carpet cleaning Arizona property 64.93 4/29/96 PP&L, service 51.96 5/1/96 Green Valley Water Co" service 11.05 5/2/96 United of PA, service 3.70 5/13/96 Dunmore Cemetery, grave opening 320.00 5/14196 Stonehedge Homeowners Assn., quarteriy association dues 210.00 City of Tucson, water and sewer 10.08 5/18/96 The Sentinel, advertising Letters Testamentary 74.71 5/21/96 Southwest Gas Corp., service 5,78 5/22/96 Tucson Electric power Co.. service 13.21 Cole B. Price III, reimburse for Arizona expenses 32.50 5/24/96 PP&L, service 32.30 Register of Wills, estimated PA Inheritance Tax 41,500.00 5/30/96 United of PA, service 22.52 8/4/96 City of Tucson, sewer service 10.29 Green Valley Water Co" water service 11.05 6/24/96 Tucson Electric power Co" service 15.19 6/25/96 PP&L, service 27.61 Southwest Gas Corp., service 5.76 7/1/96 Plough & Ulllch, personal umbrella liability policy 127.00 7/3/96 Unlled of PA, sel\llce 21.23 7/8/98 Green Valley Water Co., service 11.05 7/9/96 City of Tucson, sewer service 10.29 7/17/98 South Middleton Township Authority, service 99,00 Intemal Revenue Service, additional tax due 1995 Form 1040 1,614.05 7/23/96 PP&L, service 22.05 7/24/96 Tucson Electric power Co., service 16.18 7/30/96 Southwest Gas Corp., service 5.78 Unlled of PA, service 18,12 Cemetery Assn. of Dunmore, lellering challle 259.50 7/31/96 Green Valley Water Co., water service 11.05 -3- prine'".' D'lbunements (contlnuedl 8/1196 Stonehedge Homeowners Assn" querterlY association dues 210.00 8n196 City of Tucson. sewer service 11.11 8/12/98 Southwest Gas Corp.. service 2.85 8/19196 Tucson Electric power Co.. service 16.68 8/27/98 PP&L. service 20.65 9/4/98 Untied of PA, service 18,98 9/10196 Green Velley Water Co., water service 11.05 city olTucson, service 11.11 9/24/98 PP&L. service 21.10 Robert C. Calms, Real Estate taxes-Clifton Terrace property 1,429.87 10J2196 United of PA. service 18.08 10/4/98 Fisher & Fisher. apprelsal fee for Pike county property 500.00 10/17/98 South Middleton Township AuthOrity, service 99.00 10/23/96 PP&L, service 20.65 10/24/96 PA Depl. of Revenue, additional tax due 1995 PA40 403,57 11/1196 stonehedge Homeowners Assn" quarterlY association dues 210.00 United of PA, service 18,08 11/19/96 Baugher Insurence Co" homeowners premium Clifton Terrace property 493,00 11122/98 PP&L, service 31.90 11/27/98 Intemal Revenue service. Federel Estate Tax 268,890.81 ArIzona Depl. of Revenue, Arizona Estate Tax 2,420.18 Register of Wills. filing fee PA Inheritance Tax Retum 15.00 Martson, Deardcrlf. Williams & OliO, professional services Estate Admlnlstretlon 6,442.00 Martson, Deardorff, Williams & OliO, professional services Estate and Financial Planning 1,862.00 1213/98 United of PA, service 18,08 12/23/98 PP&L. service 58.71 1/24/97 Vapor Jet professional Cleaning, Inc. carpet cleaning Clifton Terrace property 117.02 Shevlin's Maintenance Service, cleaning Clifton Terrace property 111.30 1/29/97 PP&L, service 100.30 2/11/97 James L. Price, reimburse for tresh removal Clifton Terrace property 55.00 2/28/97 Glenn Metcalf. labor and material for repairs Clifton Terrace 54.00 2/18/98 MOlllan B, Price, Co-Executor fee 6,491.58 Cole B. Price 111, Co-Executor fee 6,491.58 MOlllan B. Price, Co-Executor fee 6,491,58 8/17/98 Intemal Revenue' service', balance Federel Estate Tax 5,480,64 Register of Wills, Short certlllcate ;\.00 12/23/98 Martson, Deardorff, Williams & Olio, professional services 2,010.00 Reserved: Martson. Deardorff. Williams & OliO, balance allomey fee 3,548.00 Financial Trust Services Co., Co-Executor fee 19,474,74 Closing and FlIlng Costs 500.00 Total Principal Disbursements $ 390,088.36 -4- PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES Distributed Assets to Trust UIA Cole B, Price Jr. Residence 9 Clifton Terrace, Carlisle, PA $ 130,500,00 1500 shs, AT&T Co, 96,937,50 400 shs, Atlantic Richfield Co, 44,275.00 400 shs. Baker Hughes Inc, 10,575.00 8000 shs. Flnanclal Trust Corp. 244,000.00 450 shs. Selective Insurance 16,650.00 600 shs, Sprint Corp. 28,309.14 25M par US Treasury Noles 6,50% 9.3ll-96 25,203.13 Interest to DaD 25M par US Treasury Notes 6,50% 9-3ll-96 6n.08 Principal Cash 44,694,90 Income Cash at Date of Death 19.764.58 $ 661,586.33 6/5/96 Sliver Coins as apprelsed to Cole B. Price III, James L. Price and Morgan B, Price 1,456.00 7/3/96 Dauphin Deposit Bank, Acct, 0014298848 to Joint Owner Cole B. Price, III 962.87 1/3/97 Personal Property, Clifton Terrace property as apprelsed to Cole B. Price III, James L. Price and Morgan B. Price 15,080.00 Personal Property, Arizona property, as appraised to Cole B, Price, III, James L. Price and Morgan B. Price 2,960.00 1988 Chevrolet Truck, as appraised to Cole B. Price, III, James L. Price and Morgan B, Price 2,000.00 1995 Chevrolet Blazer, as appraised to Cole B. Price, III, James L. Price and Morgan B, Price 18.000.00 Total Principal Distributions $ 702,045.20 INCOME RECEIPTS 4/9/96 Bank One, Interest Savings Acct. 30970921 $ 13.21 4/15/96 Bank One, Interest Checking Acct. 2433-0987 0.16 116/97 Sprint, final credit 1.12 Interest, Temp Fund 6-4-96 to 1-2-98 13.73 Interest, Fed Fund 4-2-96 to 1-2-98 2,392.00 Interest, KeyPremler Prime Money Market 1-2.98 to 1-4-99 2.401.95 Total Income Receipts $ 4,822.17 .' INCOME DISBURSEMENTS Financial Trust Services Co., Income commission $ 289.33 INCOME DISTRIBUTIONS TO BENEFICIARIES Cole B. Price, III James L. Price Morgan B. Price $ 1,479.04 1,479.04 1.479.04 Total Income Distributions $ 4,437.12 -5- RIlCorC;I!" "i-.1 (If flr:<': ' '. ., ., .-, 'fjq ;/- J!ill ~I) , .:. '""" I} C1: ell: , , . " l>l gj lZ: '" ~ >. ~u c '" '" ~ '" '" ~i ~~~ J .... '" .... oG S- . a~ ",8..iBel~ co . I N co l:l ~ o(/) .... :e~ ~e!8tf~ ~ i g; i- lil "'~ u I~:il 8B:tf~lil l>l ... I'l ~ ~E <"'Hl;!'''' t:l :is I:l H I'lO H~ '" filHI'< .. . 'i S 08S~~e~Ili~3 ~ ~ .... I:l U ~ ~iB9~~.~. . I:l ~ ~ in:f: . C Ii! ~ '" C ~'" I:: e ~~~;;~Ee~ ~~ ~ el~S&1~~8~!3~~ 'U1~ 10 I'"" '-~ :P.I~!'OUAq tJoupeJ:JSrJ 9Jp.lsn ~ql U! lSfJJnllJl ue Ullt!l:"' If! 1UPlUnOO:JQ 941 01 UMOU>t UO';;H(1 JillllO ^JtM~ OJ Jlij~-' "!t;)i1un A.J9^9 01 U91\16 lJili.Hl ')~q '1tJnI)J~", PIl.!5 0: ~. '.l,llllJM 911I 01 Arp W!I ~l/I j0 nug "'J1leWJllll()~ 10j ,." ,-"!llleS9JdaQIIIM9WOS a41 UOl/M 90e,;! flue aIlHl'~I'Ii' ...; ,- '''1100>0\1 SJ4110 8UIIII 94110 90!lou U9111JM 1041 AI!lJao "~"l'"~ '., " - IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF COLE B. PRICE, JR. LATE OF SOUTH MIDDLETON TOWNSHIP SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution as per First and Final Account med January 29, 1999 S 11,551,111 DI.trfbutlon Financial Trust SeNlces Company, Cole B, Price, III, James L. Price and Morgan B. Price, Co. Trustees u/Agreement Cole B, Price, Jr, Princlpal Cash Income Cash $ 11,455.89 95.72 $ 11,551,61 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution Is proposed In accordance With the tenns of the Last Will and Testament of Cole B. Price, Jr., Late of South Middleton Township, Cumberiand County, Pennsylvania. ~~.~ Cole B. Price, III ~"-1n ./ ~u~ tJIIIles L, Price P ft,\. - n. ~.. Morga; J~ . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Jane F. Burke, PresldenUCEO Flnanclal Trust SeNlces Company, Cole B. Price III, James L. Price and Morgan B. Price, Co-Executors Cole B. Price, Jr, beIng duly swam according to law, depose and say that the facts set forth In the Statement of the Reesons for the Proposed DI butlon are true end correct. .' - ~ sw~ tOJnd Subscribed before me thl f day of January, 1999. ~o''' YU<<-e. Notary Public Notartal Seal Wanda L. Oal.. Notary Public Certlsl.1Ioro, Comhorlend Coooty My Commieslon ExpirlO' July 1. 2002 Membet, f'8nnsyIvenIe AUocIebon 01 Notartee -7- Financialllftp]f C. ompany S~rvlccs Register of wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 STATUS REPORT UNDER RULE 6.11 Will No,: COLE B, PRICE, JR. FEBRUARY 28,1996 2196-0229 Admin. No. Name of Decedent: Date of Death: Pursuant to Rule 6,12 ofthe Supreme Court Orphans' Court rules, I report the following with respect to completion of the administration ofthe above-captioned estate: I. State whether administration ofthe estate is complete: Yes -1\- No 2, Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. tfthe answer to No, I is Yes, state the following: a. Did the personal representative file a linal account with the Court: Yes-1\- No b. The separate Orphans" Court No. (irony) for the personal representative's account is: NI A c. Did the personal representative state an account informally to the parties in interest? Yes NOJ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk ofthe Orphans' Court and ay be attached to this report. Date: April 27. 1999 S 'nature ~5~ ~.:" Jane F. Burke Financial Trust Services Company One West High Street Carlisle, P A 17013 (717) 240-4504 "" ~ .::: 0' N Capacity: Personal Representative c~ t..:J ,.....: ,\ '.) ... 'I'"~ ~'- ~ ":'5 (~G farmers Trosl . Dh'i~hJl1 or Financiol Tro~1 Company I We,t High Streel . Carli,le, PA 17013 (7\7) 2~3.3212 Fa. (717) 2~O..jSIK