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Home My WebLink About96-01000 1i?iiX~;" d" ",. ,< ',.i. "S ::, ',," ~~ <, ,',' ""-,',', ;:\;~"L" c.',_ .~ <-"~'~{i.,.. < .~ '" ; ~. '", ~;(5 ",;},'~,' "';lc' 'Q"-.J , , i::.r:.....; _, . {~5l9 . "-Cir" ~t0~~tk~ "",-,,0 '~~ . ;'L~,,:' . .~r_;,: '.~"< " ,.y, ~, , ~f.,'<?>~-:: " 'I _> ;:. ;:':/i:~' , . ,,~. ",. ,:,.' ~ ~ J '0 .. , CI) d .... " C 1;; ~ \ '~ ......., " ......., -... i ~ I'hl" \.. III U 1111~ Ih.lt 11,1 IIlh'llllllllllL 1.IIJI Hl gl'oll ,II Till '111!~IIl.d I t'1 f 111\ .111 21-96-1000 'I'" '! 11"111111 Llllfllld tllllth,llt' III ,It.illa tllll~ tik,l wllh "(Ill \ lid 1\,,(11,1'-.11111'1 1"1 rlrllt"llllllldll1~: 1I1l:.l\ h(lll~l\\ II I' \' 'r Ill! h " \\ III tit' 1"1" II :(,1 I. !I" WARNING: Ills IlIognl to duplicato this copy by photostnt or photogrnph, I (t' IHI Ihi.. It'loh. .Ilt ~ I PO .<S\ii:l~p~." t~/ . ,1""',, ,~.~_,,;- 'N\' ::-:--'."'~\ I~I; ..' \r !I~I ,:~ , 111 \ .1. a: , . ~/. ~ ~J~,:, :~ 'o914ffNI ~\ ~~.;;.., !!l!.'ft!1!J!!!' ~, " h' If 1,~'7 .~_...,.- 1.111.11 Ht.l.:I\lI.lI " 3928243 1 // - ,;-:.5- -y4.~ I),,,,' Nil ",Qtl0,,-.1rI' COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH" vITAL RECORDS CERTIFICATE OF DEATH 'UlII........-lII II_ loOC""-toIC......"'''''''''''NII .Female . ZOb 10 8793 IWIIlCPOIc.lOl,.,,,.._I'" ., VERA HEIST JONES ~O-DllIllMo(._.~__..._.........._- ~~ unHrVUlC...._ ~"'lco...CaHol :="0 AGI..........,. 78 \iHOI.""lN' - - ,~ )0, .;:l, COUOlrrcrlllRH CuTber 1 and I>h Ite -""'* ..-~-- PA tWII......wut._ --- --, .. Widowed ,r.;{] ..........__Uooer Of. tOIl"'. 00 ...:#.:''':::r%'::i . 1 Bookkee r Fam ""'I''l''.......'''''''uOO.'''''''' _hoCoM , . 4 w. El"""O<I Ave. Moch.nlesburg, PA 17055 '" ........IIMIC.,..._u. ,Luther G. Heist, Sr. ..~""""'11~ Luther G. Heist. Jr. .....HOD .... .....LP c.....-O --....._.....0 o...",,*,..- ". "" - ~.. nt.mrn~"""" 11.0::.::::'=" WlOIICII.IO#oWI"'.__s..._ ,Ma P. Lebo __~T.IIMoUOQOlOOIIl"~ ~IClc..- Z15 Lena Dr., York, PA 17404 JUCtOl'I).VOSfIICIl't.-"~~ ~(JC.lillOM' ._- .. Prospect H\11 Cerretery II.AYIAltDAOOIIIsaOl'J,\U,In ..- "" , arrlsburg, PA 17103 \a......IOl'"NOJIIIoG''"''A$1VCH ~a.Jd(1IIUWI1I ;1,1>1, ("',,'1," '- _.........,........-~....-. - ....,....... ..,cII'. ~aMSl....-l1I . . -"'- '" jIIHlllfOlOIOYl ....1LUIIM'C _0 _IXI ... . . Ir.HMIl: l_.._........----~........DI.......... LoII""'__"__ """ a; CfW ...-_.......--. WI ......................._....."""'1 I=:=- :-...- ! \: CUlnJ".t4.t.CQ06lOJlNUlYI 0UllOICIIAS"CO'6lOUl""I!,)l) "",,,'Rl\IIOM.l OlSCNMlO'I'ftAOlI1(lCCUl'1NO. ONIC*MN"l'l' .........0.._, ,.....01'-..11' IWOl'Olll000CIlAlM - to - 0 - 0 --- 0 ..... 0 c........"'''''---' 0 rvocIOl'~' ..-.- -,...-..""" ---..101 ,--..., - M....t.U\'tPS'l'.~. ............ll'l'lOlllO (;:tlW\nDlOICAI./M .......,., - . .0 _0 .. 'M. ,M c.unltllJll.:......_.... .CIA'rr..o"'IJQUI...........~I_"....._"._""".............~.s""..._,.".-_JJ' ,...._..................__,....._....._tl-..-"...... !J 'i ! U ! ~ 1 '. c ~ _......t.HDCUl'."...a""'t.oC'I,Uil,...,.....OO..~"........."'l.- ..<1..............<....",-' ,...._....,........,......,............_._ ...........--.....'......'1-..-"...'.. /IlL..... ....DlCAL U1WlltA/COllOfllll OoIIM........._I.........."'_.II"_."'''''.....-....."..........._I_.............''............'''''...MI.1.... _..Il...... ." IIlcoo.,I1.A11.iIIO"""IoH...o........11I l.fl.~.9\.aJJ " ~\~~f~:;,.('?,--- :::- :r:;:~;.<~': ," .', .,' Ir~i,\~;:;~'!~r~~r~:ll~~~DL ,',' -. '~1(,~!,f(,~ V"17, 9" ..,~ff " ~'''''' ,,:' ~- " ;;:; ~ ,,' _~F~:~i'F.~.~':'~:"~"''':'7_VU .i; " ;,;> ';'1" "'" ",1,,, , . t! 1i:":;j' .." ~ ~~(~. r ." ,.~','. .-._ It~t:jt 'f:';'~12:,{:t~~; ~' ~:~:';~':; .~~ ' "''''...~,.., .., $;~::~B , ',' ..~> ,..... '!'';'' . '.~::, ::,i- ",' , >\,,; :~" <':',' '-,';- , ;,' ....... ;.' "'.,'- -----,- ~. .'~ ",'- .i;-,.,' "<', ",- " " :i. :.;,j,~~~~', .. ". '~.:{~.~'~;.;j~~~:"n~tit~~1 . ,."" +"'AV~-j.';-J., ;);;:i~;;):l .'~~ .""',' ,O~ i,.. , .'~';';'~~~;11 " . ",;!~;I 11'1 ;.>,1rt.{.~ ''-;ii/.'...- ,'-' ,. ,,' 21w96wlOOO -".."., .'"y <~:::,~~~!~~~ ,; '- " K. Collier. If he !lhoul() nIno rrp.rlcccase me, 1 9ive and bC'lueath this share in l"Y rstntc to their Ron, Samuel K. Collier. 3. r~STLY, I nominate, con!ltitute and appoint my brother, Luther G. Heist, .Jr.., to be the r.xecutor of this, my I.ast Nill and Testament. I direct that he shall not be required to file bond or other security in the office of the Register of ,'Jills for th!! purpose of administering my Estate. If he should predecease me, or for any other reason be unable to nct, or to continue to act, as the Executor of my Estate, I appoint C. C. tl. B. Bank, N. A., to be the Executor in hi!! place and stead. IN liI'l'NESS liHEREOF, I have 'hereunto set my hand and seal this 16th day of Dccewber, A. D. 1982. n.~ ~) ,. t,....... "J-fJ-"- (SEAL) Signed, sealed, published and declared by the above-named VERJ\ II. Jo:ms, as and for her Last I'lill and Testament, in the presence of us, \~ho, at her request and in her presence, and in the presence of each other, have hereunto subscribed our na~es as witnesses. (" /7 j. / . -(/ .. . . ,---) ,.~/ ;{~~~-L-'t-h' f h.__ --..L:J I J-j:;",,~, -" 21-96-1000 REGISTER OF WILLS 01' COUNTY OATH 01' SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law. depose(s) and soy(s) that present and saw the testat , sign the same and that signed as a witness stthe request of testal in h presence and (in the presence of each other) (in the presence of the other subSCTibing witness(es)), Sworn to or affirmed and subscribed before me this day of 19_ (Name) IAddress) Register (Name) (Address) REGISTER OF WILLS OF C"",taf.",1 COUNTY OATH OF NON-SUBSCRIBING WITNESS L"tl" (;, U,;~l 1;: iJ1I.1 r.'.'j A. h'il.1 (each) a ~ubscriber hereto, (each) being duly qualified according to I~'f' depose(sund say(s) that th'l .0 familiar with the signature of~tr4 #. ~~O . testal r,~ of 1'olIiti.)/Q((.)hc}'.~)Ili~ to) the will presented herewith and 'r~ ~ that th iy believe>,-the signature on the will is in the handwriting of Vtrd ~. ,r:.)(~ to the best of tvr ,knowledge and belief. ~~ G. /~';6~' (Name) ~ ,:V:i" ~~- u.,.'1 t"'> a:.l7,/"t( ~ If/JJsS) ~ (Nr'e) ~ p. 31ft'" ,,,.1/, /. .,.. ~;J/, q 170/1 I (Address) Sworn to or uffirm~ und subscribed before mt)his 'I day of U,p,jI'lge ,) 1'~1k,. "-')' (I .If I 1(' 'l' , r.. I )~ ,l,('/I".-,){(\"t, 1,,,"~.tA , L ',I"';a Register '-.) ~ " , ..~ , ~.. '<; I <..J <) C' ~- ~I . , ~ (C (jU E CERTU'ICATION Of NOTICE UNDER RULE 5.6 ( al Name of Decedent:_~!:a fl. Jones UaLe of l)eath:__!:bverrber.2!",_~~J.!!..____ Will No, 21-96-1000 Admin. No. ..--..-.---.------- 'l'o Lhe l1egisLEiJ:l 1 cettify lhat n0llcu of ~eneficial interest requlred by Rule 5,6 (a I elf Lhe Orphans' Court Rules was served on or mailed to the following benefici.aries of the above-captioned estate on December ,1996 Nam~ Address 215 Lena Drive Luther G. Heist, Jr. York. PA 17404 ____ __..,._ -- ,-- - - -,.--'-' ..-,..-,."-' .u.,_, "13'36 W. H1.gh Street Anna H. 00llier Haddon Heights, NJ 08035 .--.....-,..,-----.-- '.---3Z4- R1.VeIV1.eW 5treet John H. Jones Steel ton , PA 17113 -.....-.--..-.-.-.... ..... .....-.. . o. ... __A __ _n_ ..___ . -_.- ..-._-- ---.... . .-.-.... ...... ...... NotiCE: has l1u", be..l. <J j ",=,II lO dJ 1 pe.:,;ons entitled thereto under Rule 5.6(a) ellc<!pt._..__".__.. ,'_.__.___._ -.-..-------....- -...----. ----...--.-.-- Dale:~c~:._'J.~ 1996 SIg'na~-Q-!r..d---_._-- lIi:lm.. Craig A. Diehl, Esquire - OUl w=: t_\~ ~ \l) N Cl.. N (,ddi:'~SS 3464 Trind1e Road -"-.----- ~8: , ..-. --.--'.-- ci .;,) ..) '.~ ":i u <.} ... u ~, ~. .....! 001 Uc> ala: a: - ~ Camp Hill, PA 17011 U Q ..-..- .....------. ,) ..0 'X:: E ~8 rApaLitV:.,____ Persondl Representative ~ 1\:. I p.phol1eJ U] 763:-7613 _,_~__ Counsel tor personal representative '-, Lall' Offices of Craig A, Diehl 3464 Trindle Road Camp Hill. Pennsylvania 17011 Telephone (717) 763-7613 Tcleeopier (717) 763.8293 Craig A, Diehl, Esquire. C,P.A, Linda A, Clotfelter. Esquire In Spling Grove. Pennsylvania 4U2 NOTlh Main Street Spling Grove, PA 17362 Telephone: (717) 225-1929 May 8, 1997 cumberland County Courthouse Register of Wills/Orphan's Court 3 South Hanover Street Carlisle, PA 17013 RE: Estate of Vera H. Jones #21-96-01000; and Estate of Josephine A. Jordan #21-96-00214 Dear Representative: Enclosed herewith for filing are the following documents: Estate of Vera H, Jones #21-96-01000: original and one copy of PA Inheritance Tax Return; Check for filing fee in the amount of $15.00; and Check for PA Inheritance Tax due in the amount of $24,836.11. Estate of Josephine A. Jordan #21-96-00214: Original Family Settlement Agreement; and Check for filing fee in the amount of $17.00. Once these documents have been filed. receipts to me in the envelope provided. attention to this matter, please forward the Thank you for your 1'\' I" . llJ . :)n~) A~. ~C(;~l~ _...~;; Z I .II:!! 1.G, , k.LLA .op? ~~le~ . Rasmussen ,~egal Assistant ':11 . I. /her Enclosures :...:' '.,;'''' ";._"J:: .>. 2~ \1:1. :0:0 ::3 :;' '_I $8 t-r' ...'."l .1: ~ v"',,, -,,~.g', , .. ... ~ " ~ 0'" h' .......yj " '_ ~::J 1 " n ,,; "',:i~"2 '-' J-." ::g ,='\.,. t: N iii 0' "uc (.i - ~~ N ~. ?i.; '.).,\ " >, " '..'H.,'}'!'J~~~'~ ::l ~ '_""',"," "",;.; ill' ~ .c'S;> """; lS.I.'.' "'g'.;A.. :..'...';,.,.~..;:.' :~~.r.,..;,.' .~, ., 'a ',:f~'-:!;.'~,::<':'i ~'. ."f:".'<.,._...;.,',,,~ ~. ;i..,~j'~~;iB, ~ ~ ;'j"""": ~ . " , .. [:;',.l,ti ~ l~".. l~;N~:} It.~ f..... ~.. .. .... \" .~.~.~.r ~. !Ii,s., .. .. ,. t,i5" ,. ., FAMILY SETTLEMENT AND FINAL RELEASE IN THE ESTATE OF VERA H. JONES KNOW ALL MEN BY THESE PRESENTS, THAT WHEREAS, Vera H. Jones of Upper Allen Township, cumberland County, Pennsylvania, deceased, died on November 21, 1996, having first made her Last will and Testament, which was duly executed on December 16, 1982, and is duly recorded in Cumberland County, Pennsylvania, Estate No. 2196- 01000. WHEREAS, the said Vera H. Jones, by the aforesaid Last Will and Testament, named Luther G, Heist, Jr, as Executor of said Last will and Testament; WHEREAS, the said personal representative has gathered the assets of the estate of the said decedent and the assets consist of real property and personal property to a total value of $226,163.45, as set forth in Exhibit "A", which is a statement of account of the said personal representative, and which is attached hereto; WHEREAS, the debts and deductions, including the payment of inheritance tax in the said estate, amount to $62,980.82, leaving a balance for distribution of $163,182.63, also as set forth in the statement of the said personal representative, which is attached hereto and made a part hereof, and marked Exhibit "8"; NOW THEREFORE, KNOW YE, that we, Anna H. Collier, John H. Jones, and Luther G. Heist, Jr., being the sole heirs under the Last Will and Testament of the said decedent, and being the persons entitled to inherit under said Last Will and Testament, do hereby acknowledge that we have this day had and received from the aforesaid personal representative, in fulJ satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to me by the said Last will and Testament, which amount we have received this day, and wh1ch is the amount set opposite my name in the table and schedule of distribution in said statement attached hereto and marked Exhibit II e" ; AND, we do hereby stipulate that in order Lo avoid the expense and time involved in the filing of a formal account and schedule of distribution, we agree that no accounL is necessary and we do hereby agree and consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if i r had been filed and confirmed by the Orphan's Court Division of the CourL of Common pleas of Cumberland County. THEREFORE, we de hereby remise, release, quitclaim and forever d1scharge the said personal representative, his heirs, executors, administrators and assigns, of and trom the said estate and from FIRST AND FINAL ACCOUNT OF THE ESTATE OF VERA H. JONES, LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA DATE OF DEATH: November 21, 1996 PRINCIPAL ACCOUNT DEBITS Your Accountant charges himself with the following: REAL PROPERTY (1) Personal Residence 514 West Elmwood Avenue Upper Allen Township, Cumberland County Mechanicsburg, Pennsylvania 17055 $ 90,000.00 PERSONAL PROPERTY (1) Certificate of Deposit - PNC Bank, N.A. $ 31,600.92 Account No. 21001031766 (2) Certificate of Deposit - PNC Bank, N.A. $ 79,109.00 Account No, 21001031568 (3) Checking Account - PNC Bank, N.A. $ 1,887.73 Account No. 5140032429 (4) Savings Account - PNC Bank, N.A. $ 17, 525 . 03 Account No. 5130212-688 (5) Refunds: a. County Real Estate Taxes $ 215,62 b, School Real Estate Taxes $ 2B4.44 c. Blue Cross $ 36.36 (6) Household Goods and Furniture $ 1,800.00 (7) Proceeds from Life Insurance $ 1,007.74 (8) Interest Income earned by Estate $ 2,696.61 TOTAL PRINCIPAL DEBITS $226,163.45 E X H I BIT A CREDITS Your Accountant asks credit for payments made from principal Account as follows: Date 11-30-96 11-30-96 11-30-96 11-30-96 11-30-96 11-30-96 12-16-96 12-16-96 12-16-96 12-31-96 01-01-97 01-02-97 01-02-97 01-0B-97 01-10-97 01-11-97 01-11-97 01-11-97 02-03-97 02-07-97 Descriotion Fackler-Wiedeman Funeral Home - Funeral Expense Stephenson's Flowers - Flowers for Funeral Richwine Home Improvements - Home Repairs Bell Atlantic - Telephone Service AT & T _ Long Distance Telephone Service Register of Wills, cumberland County - probate Fee Richwine Home Improvements - Home Repairs PP & L - Electric Service Cumberland Law Journal - Estate Advertisement Fackler-Wiedeman Funeral Home - Death Certificates of James H, Jones Bell Atlantic - Telephone Service Law Offices of Craig A. Diehl - Attorney Fees united Water of PA - Water Service Richwine Home Improvements - Home Repairs L. G. Connor Real Estate Appraisers - Appraisal of Residence Upper Allen Township - Sewer Service PP & L - Electric Service PNC Bank, N.A. - Check printing Charge Bell Atlantic - Telephone Service PP & L - Electric Service E X H I BIT B Amount $ 7,007.30 $ 40.81 $ 420.00 $ 34,81 $ 29.10 $ 290,00 $ 665.97 $ 330.00 $ 60.00 $ 16,75 $ 22,55 $ 2.500,00 $ 17.45 $ 287.05 $ 250.00 $ 75.00 $ 163,14 $ 5.00 $ 29.97 $ 126.00 Date 02-10-97 02-12-97 02-19-97 02-26-97 03-04-97 03-13-97 03-19-97 03-22-97 03-22-97 04-04-97 04-08-97 04-14-97 04-16-97 04-16-97 04-16-97 04-16-97 04-16-97 04-16-97 04-16-97 " CREDITS CONTINUED Description The Sentinel - Estate Advertisement Register of Wills, Cumberland County - PA Inheritance Tax Payment PA Neurological Assoc. - Medical Services Bill Cummings - Trash Removal Bell Atlantic - Telephone Service Marlin A. Yohn, Sr., Tax Collector - Real Estate Taxes PP & L - Electric Service Internal Revenue Service - Federal Income Tax Liability PA Department of Revenue - Pennsylvania Income Tax Liability Upper Allen Township - Sewer Service Deborah Heist - Reimbursement for Water Service ($17.45) and Telephone Service ($19.21) at decedent's residence PP & L - Electric Service Biechler & Tillery, Inc. - Structural Inspection of Residence Upper Allen Township - Sewer Service Penn Pest - Pest Inspection Recorder of Deeds, Cumberland County - Property Transfer Tax Jack Gaughen Realtor - Sales/Brokers Commission Century 21 Piscioneri - Sales/Brokers commission Century 21 Piscioneri - Service Fee E X H I BIT B Amount $ 64.69 $ 8,000,00 $ $ $ $ 10.73 90.00 19,51 302.70 $ $ 126.00 796.00 $ 230.00 $ $ 100.00 36.66 $ $ 126.00 65.00 $ $ $ 16.50 686.88 900.00 $ 2,675.00 $ 2,725.00 $ 125.00 " CREDITS CONTINUED ~ Description 04-18-97 Mary Ann Eckman - Property Security 04-18-97 Paul Beitzel - Home Maintenance 04-21-97 PP & L - Electric Service 04-22-97 AT & T - Telephone Leasing Service 04-22-97 United Water of PA - Water Service TO BE PAID Luther G. Heist, Jr., Executor - Automobile Mileage Reimbursement (826 miles x .31/mile) TO BE PAID Law Offices of Craig A. Diehl - Postage and Copying Expense Reimbursement TO BE PAID Law Offices of Craig A. Diehl - Attorney Fees TO BE PAID Register of Wills. Cumberland County - Filing Fee for PA Inheritance Tax Return TO BE PAID Orphan's Court, Cumberland County - Filing Fee for Family Settlement Agreement TO BE PAID Register of Wills, Agent - Pennsylvania Inheritance Tax TOTAL PRINCIPAL CREDITS E X H I BIT B Amount $ 200.00 $ 300.00 $ 270,81 $ 18.07 $ 5.43 $ 256.06 $ 22.00 $ 7,573.77 $ 15.00 $ 17.00 $24,836.11 $62.980.82 '. PROPOSED DISTRIBUTION The Personal Representative propoBes distribution of the total Balance for Distribution to the following heirs as deBcribed: Anna H. Collier 1336 West High Street Haddon Heights. NJ 08035 50% of Residue $ 81,091.31 Luther G. Heist, Jr. 215 Lena Drive York, PA 17404 50% of Residue $ 81,091.32 John H. Jones 324 Riverview Street Steelton, PA 17113 Cash Distribution $ 1,000.00 TOTAL DISTRIBUTED $163,182.63 EXHIBIT C ~ ~ DE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ ' ~':ld.r penohio\ 01 perjury, t doclaro ahall havo examined Ihi, ,olurn. indudin!J Qtcomponring ,chodul., and .,Iolomonh, and 10 Ihe bas' 01 my knowledg. and boliof. II " Iruo. (arret! and complolo. I doclorD tho I all rool ,ulole ha, boon ,oparllld 01 Irull marlt.' voluo. Dodarallon 01 preparor olher Ihan tho ponaRol roprcnonloli.... is ba,ed on 011 information of which preparor ha, any knowledge. 'IONA1Ull 01 '1l~Ot4 flurolnla\l 101 filiNG 111UI", ADORISS , . ~ . u" 0'" W""'" ,""'''"'A'''' AOo"" c"a ~,tJ '1......~', (' , ~. .' . _tV. UOO lk. INUI ... - ",""'" urc)lt' w~u xoO u...... ~'" ~ .. ,- "'z Ww "0 "'z 00 u~ I ) , I') / 1/ \ - _ ! 0 rOR DATES OF D[ATtl An[R 12/31191 ClUCK HU[ IF A SPOUSAL -".!l.~U.!!.. CR~DIT IS CLAIM[D 0 PlU NUMDU 0- ffi o ... u w .. INHERITANCE TAX RETURN RESIDENT DECEDENT COMMOI<wrA'''' or "",""VAil" (TO BE FILED IN DUPLICATE ,~::;':!ff:r\~J,,~r::~:~, WITH REGISTER5lF WILLS) ___, COUJT~_CODE___ ._ ~r6^R uf 'I LJtift;iAMniA117iii1I:ANi'?~Jira-tiIiIIIAII jUITlll1 tU'fWMrlI Il AOOkl'~ ,Joncs. Vcra II. 514 Wcst I::lm....ood Menuc ~O(~.iii"iiUM"i \"UA1I or OIAIII UAll0fiiiill Mcchunicsburg, PA 17055 206-10-8793 ~. 11/21/%. 2/..30/18., ~,CuInbcrlllnd pi A',.,IC....IlIISU.~"lHu"Ou".I I.......' p...tl,ll.t' IouP"'ILMllflllllo'l !lOCIAl ueu.ln flUMIlI AMOUNt lIClIVU.lIUllfl!lIIUCIIOU!l1 01000 NUM'6(~ ~~~ o 2. Supple menial Relurn OJ, 05, 1 _0, Romainder Rolurn tlor dolot 01 doolh prior 10 12.' 3.02) Flulorol Etlalo lOll Relurn Required 10101 Numbor of Safe Dopotil BOUI ~ I. Orioinal Relu,n o ... limilod EttolO 0 AD. Future Inlon.II Compromilll (lor dolet of doolh oller 12.12.021 (Xl 6. Decetlnn! Diod Totlnl. 0 7. Docedent Maintained 0 living Trutl (Allach copy of Will) (AlIac" capy 01 Trusl) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. HAM! COMPU 1l MAiliNG AOOkl!lS Craig A. Diehl, Esquire 111I,,,ONI NUMI" 3464 Trind1e Road camp Hill, PA 17011 , ,~J , 717 I 763-7613 S 120,000.00 -0- -0- -O- S 132,459.10 -0- -0- z o S '" - 0: .. u ... .. (1) (2) P) ( 4) 151 (6) 171 ID) S 252,459.10 1. R.al h'ar. ISch,dul. A) 2. S'ack. and Dond. ISchedule 6) J, Clo.ely Held Srock/Po,.n",hlp In'..e.1 (Schedule q A. Mortgages and Notes Receivable (Schedule 0) 5. COlh, Bonk Oeposill & Miscelloneaul Penanol Properly ISchedule EI 6. Jaintly Owned Properly (Schedule FI 7. Tran,le.. (Sch.dule G) (Schedule L) O. Total Gran Auell (Iolalllnel 1.7) 9. Funeral bpenlel, Administrative COlli. Milcellaneous bp.nlel (Schedule H) 10. Debll. Morlgage liobililiel, lien, (Schedule I) 11. Total Dedudionl (Ialallinel 9 & 10) 12. Net Volue of ettalo (lino B minu, line 11) 13. Choriloblo and Governmenlol Oeque," (Schedule J) lA, Net Value Subjeclla TOK (line 12 minuI line lJ) IS. Spoulol Tranlf,u (far dolel of deolh oher 6.:10.9041 Seo Inslrudians for Ar,plicoblo Porcenlage on Revene Side. (Indude valu.. rom Schodule K ar Schedulo M.) 16. Amounl of line 1,4 10 Koble ot 6% rate (Indude voluoI from Schodule K or Sch.dule M.) 17. Amaunl 01 line 1.4 tOJloble at 15% role (Indude voluo, from Schedule K or Schedule M.) 10. PrincipolloJl. due (Add lolt Irom lintll 15, 16 and 17.) 19. Crodih Spoutol Povorly Credil Prior Poym,nll + $8,000.00 S 28,201.62 S 1,943.09 ( 91 (10) 1111 S 30,144.71 (12) S 222.314.39 (IJ) -0- (14) $ 222,314.39 K._= -O- X ,06 = S 60.00 )( .15 = S 33,197.16 (10) S 33,257.16 Inleroll (15) (16) -o- S 1,000.00 (17) $ 221,314.39 z o ;:: .. - '" ~ "' o u >< "" 0- Discount + $421.05 (19) S 8,421.05 (20) (21) S 24,836.11 121Al -0- (21D) $ 24,836.11 20. If line 19 it greoler Ihon Uno 10, enler the difFerence on Une 20. Ihil II tho OVERPAYMENT. m 0 .14:Tn!Wllu..la'I.I'..ll ..'I'lla.l Ilhl~...lltTr.'r.Ir.1.'I.I'I..l'I'"~'J..I'III. 21. If line 10 il greater than lino 19. onlor Iho diUeronco on line 21. Thil illhe TAX DUE. A. Enter the inte"ul on Ihe balanco duo on line 21A. O. Enler Iho tolal of line 21 and 21^ on line 218. Thil illhe BALANCE DUE. Make Check Payable to: Reghler of Willi, Agenl 215 Lena York, PA Tn camp Hill. OAII May 7. 1997 OAll May 7, 1997 .' , 11'I,1101 u_ 1'2,1)1 *' COMMONWfALHt 0' ,(NNSYlVANIA INttflIlANC( fAX Jl.llUIH Jl.('IDfN'_D((IDI~~::.___--;---:-:... " DTAn O-F SCHEDULE A REAL ESTATE -.-..-. --- ..---.__...~- -.. - .~. ,.,..-,., ..c -'-FILENUMBER ,_ O. ____u.~_~ .. .-.......,--,.--... ._-. _ . _ ' ..w." -----_.._._--~---,.__.. . ---.---------...------..-.-.. ..,'_.._-----------_..__.---~-_.__.. ,--_._----~ .- (PNperty lolnlly.ownod wllh RIOhIO' Survlvo"hlp mUll bo dlsclolod on Schodulo FI All '001011010 Ihould bo ,oporlod al fair marhl valuo ....Ich II doflnod allho prlu al which proporty would bo u,hanood bolwoon a wllllno buyo, and a wllllno ..II.., nollhor bolno compollod Ie ....y a, loll, balh ha_v~no!_o_a_'o~a_b_lo_k~llw,lodoo_of_I,h._rolova"l-'aC11.___ --- - -,-- -------- ITEM NUMBER DESCRIPTION 1, Primary Residence situate at: 514 West E~ood Avenue Mechanicsburg, PA 17055 UpJX!r Allen Township CUmberland county, Pennsylvania Deed Reference: I300k P22, Page 289 VALUE AT DATE OF DEATH $ 120,000.00 (See Appraisal attached) TOTAL lAlla on'or on Iino~llc~pilulalion! (II more space is n..d.el, insert additional sheels o( some IiI..) S 120,000.00 loG, Com"" R,~ E,lal' ApplJJSr.1I Summary Appraisal Report p" UNIFORM RESIDENTIAL APPRAISAL REPORT Flit No, 6,451 .Pl0pelty,Mdfe5S _ !)14 We.' Elrnwood A'Iltnuu . CI1y'.,h:ch,nIClbuISL _ _ _ .+..-- _Slale,PA -" _.__11p.CodlU.7~5_-.-- .l~peSC'~IIKJn _ Oeed (look nil, P.grt ~nu - .-- ___.___._._,Courtt.-Cumba'l.fld----~-------. ..- ~\ItI"',.S P"c,1 flo. ..42'25,ooJ2.015 .I... y,,,, IIl90 _.._RE, T...tI t1.609 GO,. ,_._~PlCIIIMlml!1'~S,IO 00____ BOllowel N^ CUI"nI Ow"'l J"n.., J.m.. It .nd v... H Occu ani' [ .\ OW"" I I T,nanI ':1 Vacanl PIO I I ht" 113'''11 . ,,, Slm ,. l.,.,.I>,11 pru eel I. pun I Co"lom"nrm IllIlWA on 1I0A NA Mo N,ighbOIIxlodOIPIOI,cINam". M,lIo,'.C,..1 M"llRel","" NA _ ,. _.._" ...C'nlUS !lacI.J24o-0!.1!l____ .Sale__PllCt. $ _ NA O,d~ uI5.u" UA Oncll(\Mn .lOll $ .amount 01 loan Cl\aI9,,\jCO!'\CU\ton\ to be p.1l~ bY $,l1u. NA_~.__.~_..__... ---- _~e~rjChent __ Crllg A DIehl ^tkJl~'i\ )464 Tundlo Roadl Clmp tidlJPA1701'4 ..-- n.." - .-_. A ,Jl\tl Kalen 0"'"1' ,n,oke! OUI. en5, ceRA Ac~lr,"..'i ,1!)fJ M;IIlkeI511C:CI, earn HIli. P^ 17011 loclilUn l! Ult"'fI .', ~ubUlh.," llul.d Pltdomlnlnt Slnlll,bmlty UI~ I PrutntllndUlt\ Luduuohlngt I'lIlCt AGE -J Bu~ up , O,eI 11\ : ' : 21,1\'1, II"'~I 21\ ~ccup.ncy $(IlOU) (YII) 10'" 'amllf n' 98,. [', 1101 k\,~ U l~,~ Glowth "de R,~"l : ' : 51,1~' . 510w , OWI~I 50 low ,NEW,. Z,41amllf "U In plocm PlOpellyV.'ues '.,: 1"'''''''11] :' j SI,d,. .n,cl"i"'i ' Imlnl ..,_I,!P,'...lIl!lh_.5g,~_ Mull,lam'~ ----' To -.----- D'man<l'S1IPII~. :~! SOOll,q. ;'; In b.'t1,II\C' 0,,, IUl'p~ ': VlCl,IIO,I\1 [, .,- ,.~'''Io,!,I~ _,lCommelCLtJ _2 .-1.---- ." --,..- .M;uk~!lnghme._~UrdeI3110s.G3.6mos. OVI!16mos _V.1c{o~rl~\). 125 30___ u .-- - - .--_. Not.: lIacI and 'hi racial coll1posltlon o. thl "1lghbolhoad I" nat Ipp'llulllclafl. N'1l)hbOlIxlod boundJl.. aM cha,,~leI.IU Tho .ubjoel n,,~hbo'hood " loc.lo~ JU" .0ulhoIMech.nlcoburg ,Bor,ough.ln,.,pr'm.IIlY !"'don'''I,~''gh!><>r.tlOOd"- l'!elg~~f.n~.boundflcl.lro It10wn on nell)hbOfhood map In. addenda . - -- .---.. ------.. --~---- ---------.-------- FxlolS thai al1eclth, mJlk'IJIltloty 01 the plOpell.. In the "''lhhOlhood lillOJlmoty 10 ,mploym,nI JIl" am'-n~~s, ,mplojm,nI IIJIltloty, appe:d 10 mJllel, ,Ie,): _SS~~.._'hOPp'n~. rec...uon .ndehulCh.. 110 .11 located w"h In w"kln~ 0' . .ho~ d""ngd"..ne., oUho, .ubJec, prop"rtLA~."go,propo"y m.lnlon.n,.._ .Plog~,!!' ,wtlte ,ob.orvoLE mploymon' ",bd,'y," ,good duo 'o.lho 51.'0 C.p,lolln ),.",.bulg, !~. J.!,!,y _Supply.o~polln _N.y! .l;u!T'~I",nd_!.~<!.I.h' ~'.!'Lsupply_ ~Po.IJ~_Mech.nlC.bu'g ,St.adyp"" Incre...sand MLS .,.'"lIca,.how 1 go<X1dom.nd 101Ihl.,"e.~c.ommO(el.IJ~IIU!"C....II~o.!1}l!1o'!.,0.!1].-'~.~L- _~h~~~d!'ot-.a~lecl market3blhty,_There II_a.lmaU public parklocaled approJlmllcly 1 Block from tho lubjecl:___________ -----..-.-..-----.--0. -_.-~_. ._- - ---....- - - -.- --..---- ----.--.-'-".'- ..._--_.. --.--..-.-.-.---. M..\,I cooo!~ns In lhe sublecl ",~hbo'l'ood (including SUppalt 10.lhe abov' co",Iu,,,", "W,d 10 lhe t"oo of p1ope!1y ylllues. deman<l"opp~, aM m..kellng Iml .. soch as dal' on compeldNe p'ope~~s 101 sale " lhe "'icJhbOltKJOd. desc,lpl~n ollhe p""."" of sales JI1d III\JI"CIng ce"'m~ns, ,Ie,): ,County ,....co'd. Ind MLS ".I"lIes .now Pile.. 10 bo.,ablo, Th. MLS .how.,h.l,ho typ,c.1 mllk.llng tlm.Jo, Ihl .... ,I. ,hreelo,.I. month. Mo~g.g.._ rund. "' ...d,ly ,vallable Wllh conventlon.llo,n. b"n9 7,00'4 '0 7,75'4 inl"o", ,,,.d JO ye.r, 95'4 mo~g.go wilh up tolh!"' polnll" Soli". ." nolr'qulI~ - ~o.o"elsalel ~'.ftnanctl:'lg conceSlion,. but sellcr as'I!olance isoccut,ing. ....... - -..-.-.---..-... -------..------.--..----- --.-- ----..-------.-.---..-----.-------.- ._ .__ __._._ U.' __.__... P,ol'cI Inform."on 10' PUO. (n applcab~) . . I' the dev,lopellbuiltJelln conllol ollhe Hom' Ow",,,' As"'cial~n (1I0A)? - y,s ',; No ApploJdm"', tollll number of onl, In lhe subj,cl project __NA Applolim"', lollll numbel of onlS for sale In lhe sobject prolect -~,~-- Dtlcrib, commOn ,~m,nls JI1d lec">I,,naIlactllieS: NA ~~:~ns}f.~~I::~::i:;.~""- '''. '-"',-'~'-",~~.: c.o.r~I'l~I;.,-Y,~-..rTN~-1~~laplef Specl~ lonlng classl~a1"n aM destlipl"n SR,Subulb.n,R.e"donll.I,. .,. _ -- ., ..,.____1 Shape Zoning complianc, l: ] legal r'Y legal no"'onl~r",ing (G,andI>lhered Olt) ~: Ir.glll :-; Iloloning I Dlalnagtl J!~~JruepJ!IW,lmprOI~~l'''!'I-~''... -',Oil'" oS~('JqllalnL___., v..w Utllllle. Poblic OU", ' Ofl".ne Imp,ovemenl. Type Publ~ PINal, landstaplrg Eleclricity ~) ,_.._,__,___'_" : SI"" .M.e.d.(ll__..., ___'_ [?~ 0 Drll,w3'/Su~ac, -, 0 Gas H..,., ,___' _,.', Corl>l(JO"er ..Co."-cr.lo!,l;~ne"lo __l:l APpar'nleasem'nIs_~!')~I.!!..ld!llity_F Waler ,;,! .___....'_ Sldew1llk ,.t'lono_.____ .' C: 0 FEMA Special FIoodH:uardA"a CJ Yes 0 No Sanitarys,w,r .., ,..,'" .,.. .,_ ." ,SIr"tr~hls ,Nono._,_, ...' . i'~': L..; FEMAZone ..c:~_,__. MapD"', ,02/1511lQ._ .ID9!.!!LSIwL...EL. _" .' _:,AI1ey_.. ".N.O~I_._., ".-L....-L.LhEIM.t,1,ap.~L4~~J-2-~-9..- .'----. Comm,nls (app",nt atN!lS' ,as,m'nlS, ,,,,,oachmenls, speci~ assessm,nlS, srKle ",as. Illegal or Ieglll no",onlorming 10nlng OSl. .Ic,): Jl~."-~!Id_ .....".".~1I Jo,_ II.cllle., "I.phono, ele ,,' Thoro ".' J1o,~~OWll_ or .'pp."".\ ~~vtfl.o_..~!!1\!~'~.~~r..!E~m.nll~~lo~~!!'~.UV!1y Jmp!!'L on tho value of tho lub ~t ro rt. GENERAL OESCRlpIION .eXTERIOR DESCRIPTION I FOUNDATlDII I BASEMENT INSULATiON_ No,ofUnls .~___,-,Fouooal~n Concre'e.BI!'Ck_ISIab NA,_,_.,... __,_ Ar,aSq,ft, ~?"---'dRoof ---- [J No,ofSlolies :Z,,,__.JExlel~rWalls B'lek.J..AI~l11lnur."--:ClawISpx, N.,A_____,____J'I,Finished 0""_._ C'iIinO --' [8 ".. """ "",... __,,,. .....'....L_--'..~. ~"'- ~".. "",""- w.. 0 D~1gn (SIy~) '~PI"'.~O"I,_.-;GO"etS & Dwnspls, Alum!.Alu.!T'__,...jsomp Pomp ,v...__ Walls f~!!~--1FloOr lfJ ElOSltng'PIOpased ,E~I.lI~g,. ..,~WindowType W.ood D,H,.,. ,-,Dampness ,Non',No,od__ Floor f!!'.~[!'!_jNOne --- ~ Age (Vrs,) ,31.!.,......,JSloll1VSC"'ns V"LYo,..,__ .is,"~m'nt N!!,IJlol!<!.._ OotsltJeEnlry No -<Unlo1own @ E"eclll,A IS, 15 ,Manufaclu"dllouse No "nI,sl"'~n NonoNoled' ; ~-i_tgyel,_t-.lNing...!_Olning ...,K~Che"-i,_D'n._-,- famllj Rm"l_Rec,_~m.,_ Q!~II1OJ!1~ ~,Qi'!tIS I",au.W<Y Ol",r M-i!!ll! ~ 1:_'_e~nL.t=x._-_L"-;---r-,. .. :.---,-+---:---.," ..,:. -- -'-1. r I ' i -~ 1.: .. c: t---L----.--.....'-l-----,--.--I.. ---~ - -C-- ' : J.!Y!!.L -:--=-,,:L~:~'-,~~'-:-:-~_:~~:-::.~::t_:==-_.:i:., .~:=.:::t:::~=-.::=f.-~ ~_L___-"-- 742 , fln~hed "'Ubo" lade conlains: 7 Rooms' 3 B,droom S : 1,5 B>lh s ' 1 802 S .., Feel of GlOSS IN' A"a INTERIOR M~eliaklCooo~"n hEAlIN. ,KITCHEN EOJlp. ,ATTIC 'AMEN!TiES CAR SIORAGE: _ Floors _CP'~\^Iood,_Viny!,!.A_ "Typ' ,BBD" _,;Relrigerlllor ::.: i Ilone ~ IF"plac'IS) 1I...1JJL 0 No", 0 Walls .f!!.'l'l1..A, jFuel EI.ct/le~R~O"n :.:,~ ~ Slairs ~ Pllllo 0 G"aflll Tlim'flnish _\^IllO<l.R.nehJ ^-__..Cond~"n A,.,.go_..D"[lOslll -, : Drop SI.I ~ iD,ck ~ AIIxhed BalhF1001 yinyr,'A____,. _.,_:CDOLlN. 'D~hw",l'<. ". iScott~ c:J !porchJ'."-elo'!!L,_[] D,lached I ~;-~ I ~ [J BalhWaln5Ccl.co"mlC.',^...__.. ..,.C'n". Non. ...!F..vliood ." :FIoOI :_1 F,,,,, ,,_, Bo~,ln .1:-"(.._ Doors Int: Wood Flu5h .Oltlr.1 N^ .. lMlClOwave i-~ \ Hl!at~d ~~) IpOOI_.__..___._.-._ q I Carport EIl't: Wood ,CondrtlOn NA ,WJ"iiher/O tl 'finished' i I IOrNew AlJdrtlOnallea!ules (specsal enellJf eNlCient rtems. tIC,): .B3\e~~~!.wllt!.'uspended.eleclllc.lpa~e.t:t~~te~.--------- _S~lgl1lJ!1~ln~J~J~.~~L-.- .rypic_~IJl!." J~o i'J~~____. --- ~_~tamll!t~r.___.______ .tpP!'" A<Leq,uI'o ..&~R! Slreet '!yplcll for the Area ~<<!~trete /I of cars , ell Condl~n oflhe implovem,ntS. dep"ci~"n Iplefs~lll, ju';';i~;,;;j";;;d ~~,;.:.i). "pajr~ "",j;d,-qU~~',;j'co;,;i;~ci~.~'~odeling'addit~ns. ~k~ .addenda. SI. I.!!~~_IJ!L- _ ____u_____ .__ __< ---------... -~.-.- --- --. .." -.------ -------- -.--..-----.--.-.----- .-.. AtlielSl ,rwkonm,nllll condlt~ns (soch as, but nollm~,d 10,~~;;;;~S~;;;-I~S: 10<< s~bSi;';'es: ,ic.,)-p;..senl-~t~.j;,;pjO:;;.;;,~, onihe sie, or It the immed1al, ,~inlly 01 the sobject property,: 5'" .n.eh.d .dd.nd., F"dd~ Mac FOlm 70 Ui9J PAGE 1 OF 2 FaMIe Mao folm 1004 1>'93 Form UAZ _ 'TOTAL ZCOO 101 Windows' 'pplais~1 sollw." by ala mode, Ioc, -1.BQO.ALAMODE UNIFORM RESIDENTIAL APPRAISAL REPORT = $ Inspecllon County f~l'Cof(Js OE~CItIPT10N ..............,.... A\lc~agQ Fcc S~mplc . 0.258 ac.le Average Slrcet Spht.lcvcl _AvcrilgcJBllc~&A'-u 3J+/~ .Avc.r~gc __ Joldl: Btltms; B;dhs _Li_ J : 15. _ ___1,802 Sq, F1, Partial Unfinish~d _ AvcrtJgc BBO / Nono , _ ~lor.msJScr~,!s__ . l_c;ar,_Built,"ln _____ Enclosed Porch Fjr~pJa_c;o__ __ ____ NA_,_, "__'Om' Jill? No, tj..1~lj fl;lgc 115: . FIIf'Uo. fi.4!:"l1 Cummenh on Cu!'!f ^lilllUJCh (~uth .t.... ~ulce 01 cu~l r.~lIrn"Ir.. ~rte vidue. ~lJ.ullluul c.ocuLdlln .IlllIIUlIlUO, VA ,tflll f milA. Ihe r.~llfn,dr.d lI:rn.siniOlJ llCOrJtJnllC Mil of ltll! IJllJllf!lf'f) 1I11~ !olin v..IIlt' 15 IiJlocd UpUrlICVU.'W 0' 'l'u'nll.me! f..lltll'o ClI!'l" WtlW tltlVl'lofH,'11 111111I h~.ll (,unlt.uJor. and local L(I"I, d.ll.. 11m ,'hy!.ll.t11kpwU.lhlllll\ 11oIM.'llupon IlIe .1oc/I.'1l mclllot.! .mil .IHllhull'.J lUlkrelwtJ I1l.1lllll'IMrH,l} I hi! l'"lllllolh'd 1('10,111\10\,1 t'l,;lI11IlIlUC lilt! I&. ~I() In (i() yo,lIt. tllllwlllll1l1.l1 01 OCllllflllllC olllolel.cencc W..~ Ullll.'....I...1 ~Cl' l'ndll!.l'd IiUlldm\J I.kelf.h fur mea t.t1culallon, 30,000 Of.JOn 5,nW 10,000 J,JGO 110,:-114 -$ .$ <$ 1l0WIf)[l1 ._ $ COMPARABlE ND I 314 Uelolll[' 011"'0 ;to,O/I 111,21:1 !/.OOO 1:':',000 CCW'AlIAllLl Wl ~' 10 1 :llnner UIl...C Mt,<:II'InIl,;'lllllU ;'Mtll'I'. VA -1,8JO None 06/011, 106 DOM [qual Fec 51rnple 023 acre Average 511eel Splll.Level Equdl 10 Years Equal Tol,~ :B~lms: Bdlhs : 7 :.. 3 ' 2.5 : 1,989 Sq, f1, ; In.ooo t(-JSful.U'.1 tl,ooo .1,000 +3.200 +1.000 .2.~ .1,000 +J5O CO/f'AKAfl.[ 1\0 :\ U IJ (loony L.me MI.'dl.lw"lIur!J "lMII.", . ,., ,1$ I' nnll,OQQ ., $ 64 35 ./ j ......................._.. blellor In!lopedlon. Agen!, Ml5. ClJllIlllousc Ue(;orus o[~-:nIPHGN : +{-j$Atlju!lol. .2000 . 1-.__. .2,500 .2800 ......,--- .500 PartIal Unflnlshed Average HPICA Equal 1 Cilr. [IUlII.ln. Pallo Flleplace Fence ." _:500 ESlIMATED SIIE VALUE ESTIMAtED REPRODUClION COST-/4EW,Of IMPROVEMWIS Dw'lIlnij 1.1102 f,q. II. (,,$ 5400 _ $ 1124f,q1l~4 003 . POfch, rllcpfolCO, AI'pholn(;OI. [tc a G,',qI'C"11011 240 f,q II, (C'$ 1400. T ol.H,lm,d'<l Co,1 N,w . $ Less Phy'.,; funcloo~d E'I,,~d Oelllecld!kJn 2U,011 j D'p"~Ld,t1 V,tltJ, ollmfllu"m'nI, .A!I'l'i' V,~Uf! uf S~lllmplu~r.m~nts INOICATEO VALUE BY COST APPROACH ITlM WI\JECT 514 Wel' Elmwood Avenuo AlkJfI'~\S McchafllClbwc,J PIO""'1Iy 10 SlI~I"1 s.oJesP,i:, $ P1i:,/GIOSS lNIIl!l AIM. $ D4I4atX\'01 V"Ii:41~n SuUlCO VALlJ~ ADJIISTMENTS s.oJesOI fimncing Concess~ns 041, 01 Sdlo/Tim. locdl~n l....!!!>loIfeeSiml'. Sd._,_" 'O_'_'_ Vow Des~n and Al'pedl Oudldy.ol ConsllucllO" , A~ Corxlllio~ Abov. GI~ Room Counl GI,OSS living A1eA_ ,__. Basement & finished Rooms B.low Glade funclionaJUlillly ,_, """irO'Cooill1g EneI!1IEffi:ionl,llems, .. Gal'!JO'CaljIO~ , POlell Pdlio, Deck. f~epl.Ic:e{skelc'n _'_ Iel)!:~.J',l!O~el"u 5111remilrl!!olown NA NA .J 4 Mile, :,:...."..,:.. ,:,]$ I $ 7411J ,J'I.........................., C.llcrlor Insl>cdlon, Agen!. MLS. Court tlOUl.C necDld~ DESCRIPTION : + (-)5 AII,",I . I ,..,...,.... .........,.,$ $ 711 13 .J .j""... [dellor Inspcdloll. Aucnl, Ml.~), Court tiOIlSC Hecords OE:iCIUP1ION ~2,QqQ +500 ::~~(~'P;~' ........,............,..'....,-, .tE~~_~.u:7.tm--~-120,::Ut''''''U:'I:' 12~:::: UL,r'::,!$ "~1:::: Commenls on Sales Comflalisun (including lhe su~i'~1 PIOpelty'S comflaliIJ;1Iy 10 lhe ",,~h!JOlhoo<l. elc,): Salo. 01 'p"'lovol homo. were "mllod" All .alo. aro l~!lI~_.in thc.M~~ilnic$burg S,ch~I_OlstJic::I:Altcr_iJ thorough scarch of_~1I avall~blc dala,.the displayed were considered the besl a...altable. ^.dJuslmc_nls ~~r<<:,__ Jl!ada ~o ,~~lIcct ~~bsla'!Ili1I.dl-"~ren.c~s between .the compar.able properties and the ~ubject. The adJustmenls Ihal were made refleclthe typical aclj~r:tsC!f buyer!_ .~~ lel!~~, in ~hc}l!a!kc:lp_lacQ..~Emparabl~ #1. was In superior con~llion 'Nll~the _~cwederior aidingilpprolimately.1 year old. now kItchen viny! il:n.~.':l?unJ~~_._ J~!.E~~!..milY .!.~m_4!:olr~!._i!.nd.~hQ r~f _bci~g.approxlmall!ly'~.yeilta ol~. Tho_comparable had_hard.~ floors underneath ilnd a finished. garag~_~i!l:!j~a!!'L_ _!~e ~_':Jbicct. ~!TIP_i1Jable#_2 WilS in good condlli~n, accotding to the listing ageryt, except for needmg carpet replacement In the Family (See Addendum) ._ ITEM 511BJECT COMPARABLE NO, 1 COMPARABLE NO.2 COMPARABLE NO. J Ddle. PI~' and Ddla NA Nono Nono None SoUIC., for P"" sales NA NA NA NA ~~~ y~ of appraisaJ___ NA Court Housc Records Court House Records COllrt House Records Analjsis of aI'I/ cunen! il!JIeemen! of sale, oplion, or Iisling 01 subjecl I'IOI~lty <ntI iIl1dIisis 01 aI'I/ pl~1 "~es 01 subjecl <ntI COmIJ,u;obles wllhin 0"" y''''' 01 lhe daI. 01 "I'plaisal: .~.!~~~!l_~s. ~'-~~ ~o_f!lP~.r_~!~ properties ~cu_rred r,norc tha~ on~ years ago. 1~IO,OOO Convenllonill None! Assumable CarpcVHOWallow OJJ!}6, 265 DOM Equal Fee 5irnplc o O.;!G acre/lnfeflOf Average Street Spllt.lc....el AverOlgc/OrlcktAhl 33 Years Equal Toldl ;O<bms; B;dlr; II 4 2 1,590 Sq, fI. : 1N0lCATEOYALUE BY SALES COMPARISON APPROACH S INDICATEO VALUE BY INCOME APPROACH d A III.dI,~ E,I<m,t1p.<1 ~".k,1 R'nl S NA IMo. x GIO" R'nl Mllnlll~1 NA ~ $ This appraisdl is made I ,I'", is' I I su~jecl 10 lhe "pallS, dJI".IIOII.', insl',cllOns 01 cor>ltloons Iosl,~ ~,Iow " sll~iccl lu coml,~llUn I~' I'ltns & SI~cd.,dlUns, Condlhon, 01 ApprAI'-1I, .No wammly of IhlG olpproll:r.al.is given Of unpiled No Ilablhly I"> ;)~Sllrn('d for 111~ foltUC!LJt.11 nnd f Of lIlechanlcal clemenls of the ~ubJed ",oparty, FirnJ Reconcaiatim: Due to. the lack of rental data. the Income Approach was conSidered inappropllale and nol ullhzcd Glc.1lcsl welghl was ~Iven 10 Ihe Sales _~mparison Approach as I_I reflect the typical achons of buyers and sellers in the markelplace "13etrospcchve market value as of the dale of death The purjlOse 0111Us applaisdl is 10 eslimdle lhe malk,1 ,dlue ollhe lCdlllIOpelty lhal ~ lhe suhjecl ollh~ "11011. ~,,,p.<1 un lhe dho" cuntltllOlI.' ...,Ihe c"ldc,"lUn, conl<lICJOnI and funding colkld"ns. ..., malk,1 ,dlue delll1l1"n 1M ale Sldl,ll" II~ dll,che<1 f,,~Il~ M,c fOlm 43~'H~I.lA 10111I l004B (R""'1l J"ne mnJ ). _ I (WE) ESTIMATE TIlE MARKET VALUE. AS OEFINED. OF TIlE REAL PROPERTY TIlAT IS TIlE SUBJECT Of THIS REPORT. AS OF Novomber 21, 1996 . (wHICHISTIlE~OFINSPECT1O~HEEJEDA~ISREPORT)TOBE $, 120,000 APPRAISE~ _c:: - SUPERVISD.!\~)}I~'(OIILYI'REOUI!lfOI1/1 7' , SignaJu" _ - /s S~~dUl' ICC (.I.3!.I.... ,I WI :.It ,', DitI , ,DitlNol Name Cohn Oarney, ASSistant 10 the AppraIser t U,ttT1e Karen Darney. Droker, GRI:CRS, CCRA In...pr.cl PlOrIC1ty DaI. RejlOll SigneIJ 0,,1, R'IIO<I 5>:1""11 SldI. C..lli:a1~n # , SI,d, PA SI,d. CClId..dlUn # GA,ool~GO,L 51,11. PA O. St.tll! Licf!n.~ # R5.2MJ29.L $l,tl~ PA Or Sl,tf~ Lrcr:n\p. # SI,111! flWtiie Mac fOlm 70 1>'93 PAGE 2 Of 2 f,onnd.l.~ Fo<m 1004 6-93 form IJA2 - 'TOTAl2000 10' WII1t1uw,' "I'III,,,,,,d sollw.., I,y" L. III"')', IOC. - 1,600,ALAMODE 04196, J6 DOM Equoll Fcc Simple 0.20 acro Averilgo Street Sphl.Le...el Average/BrlCk&~~ny : 32 Yeatl .Superlor Toldl :Btltms: Odlhs, J.; J : 2.5 1,~~0 Sq, fI. : .1,000 .2,500 +~,70C? Partial Unfinished Average Radiant I None Equal , Car, Built.ln Pallo Fi!cplace. Fence +500 Partial FR and ,5 Balh Average BBD/NA Equal 2Colr, BUIII.ln Screened Porch Flreplaco Fcn~e .500 !2J~10Q<! NA " " .''111111''1'''' ESTATE OF- ITEM NUMBER ~"R'-1'~ ".... ." .'1," '"' ..!o.lr COMMONwrAllIlOf rrWUYlVAUIA INlllNIIAN(( 'AX MIIUMU MI)t1I1NIOIl'tlltH SCHEDULE H FUNERAL EXPENSES. ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PlGnso_P,lnt o,_Typo : filE NUMIIER ~_I Vera 11. Jones 21-96-01000 DESCRIPTION AMOUNT A, FunG,nl bpensGS: 1. 2. B. 1, 2, 3, 4. C. 1, 2. 3. 4, 5, 6, 7, 0, Fack1er-Wiedeuan funeral IIana - funeral Expense $ $ 7,007.30 40.81 Stephenson's Flowers - Flowers for l'\Jnera1 . Administrative Costs: Portonal Reprosonlativo Commissions Socinl Securily Numbor of Personnl Represontotivo: Year Commissions paid Allornoy Fees - Law Offices of Craig 11. Diehl $ 10,073.77 Family Exemption Cloimont Address of Cloimont nl decedent's donlh Slreol Address Cily Rolotion.hip Slnle Zip Code Proboto Foes - Register of Wills, Clrnberland County $ 290.00 Miscollnnoou'S EX(lcnsc'S: The Sentinel - Estate lIdvertisement $ 64.69 $ 90.00 $ 91.24 $ 811. 95 $ 302.70 $ 116.50 $ 22.00 $ 65.00 Bill CUmmings - Trash Removal Bell Atlantic - Telephone Service PP & L - Electric Service Marlin 11. Yohn, Sr., TaK Collector - Real Estate TaKes Upper lI11en Township - Sewer Service Law Offices of Craig 11. Diehl - Postage/Copying Expense Reimbursemen t Biech1er & Tillery, Inc. - Structural Inspection of Residence TOTAL IAIso entor on lino 9, Recopitulotion) 5 (II mere space is needed. inserl addlllonnl sheels of same size.) ." "" UVlillll'I"JI ~tk SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS _ PI-"_D.e Prl,"! Dr Tv_p_e FILE NUMBER 21-96-01000 (OMMONWI...,h. Of "NN\n.....'I'... IImU,IAUCI IAI 1I1UIN IUIUUlI{lIUUU.' ESTATE OF Ver.a 11. .10nes ITEM DESCRIPTION AMOUNT NUMBER 1. Upper ^llen Township - Sewer. Service $ 75.00 2. PP & L - 81ectric Service $ 330.00 3. Bell ^t1antic - Telephone Service $ 34.81 4. P^ Neurologica1l1ssoc, - Medical Services $ 10.73 5. Internal Revenue Service - Federal Incane Tax Liaoility $ 796.00 6. P^ Department of Revenue - Pennsylvania Income Tax Liability $ 230.00 7. ^T & T - wng Distance Service $ 29.10 8. United Water of P^ - Water Service $ 17.45 9. Richwine Home Improvanents - Home Repairs $ 420.00 TOTAL (Also enler on line 10, Recapilulation) (If more spoce is needed, inserf addilional sheets o( some size.) s 1 943.09 .. .. IIY,IS11 I.. IlIll SCHEDULE J J BENEFICIARIES_ W (OMtolONWlAlllt 0' rfNNS'IYANIA INHIIIIA,..el IAI IIIUIN 11I101,..IOI(10INI ESTATE OF FilE NUMBER Vera H. Jones 21-96-01000 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable BoquGs": I. Luther G. Heist, Jr. 215 Lena Drive York, PA 17404 Brother 50% of residue 2. IInna H. Collier 1336 West High Street Haddon Heights, NJ 08035 Sister 50% of residue 3. John H. Jones 324 Riverview Street Steelton, PA 17113 Step-Son $1,000.00 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charirable and Govornmental BequoI": 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Allo onlo, on lino 13, Ro,opitulolion) S (II more space Is needed, Insert additional sheets 01 same size) , . - IiI' 1\ 1.;/ ~2 ,.( .' I ~ , ;~'~ I,' ,"I ,.:~l ,J kl \,;~\ . . ,,1 \'" 1:'\ \'~ }1 ,\" I::~i li:'l ~ '.. '.. ';!~' i ;f I;; ," 'i "1 " ':}I.! ';"' '( . ,. ,~ " " l.~l " '. ,~, ,- .~'. '-, ,\ ~, "I ~ ',; 1.'., \~,\ I:.". f ,~' K. collier. If he should nlllo prellecenne me, I ~Iive and hequeath thin ohare in my Ent"te to their non, :;a.,uel K. collier. \',' , ! ' I' !:" r,':' " 3. IJ\ZTLY, I nominnto, constitute noel nppoint my brother, Luther G. lIeint, Jr., to he the Executor of thill. my r.ast llill and Tentament. I direct that he nhnll not be required to file bond or other necurity in th'l office of the negioter of ~'illo for the purpoo" of acll'llnioterincJ my CBtntc. If ho ohou1l1 prctloccnsf! mo, or for any other rCll!;On , ; 1.- , " , be unable to nct, or to continue to nct, ao the Executor of my Eotate, I appoint c. c. II. 11. nank, II. h., to be the Executor in hill place nnd stend. I ," Iro'; I.~ C ,.., \''':';, ;'j: ....' .... " (,' , I ,.. \" ; , , . j.'. ,.;" to' f~'.: t.~~~. '..' IN liITNESS NIIEl\f.OP. I hnve 'hereunto set my hnnd nnd senl this 16th dny of Oocember, h. D. 1982. '-"'l ~) .. ."' ")"-0 .'- (SE/IL) signed, oonled, published nnel declnrel1 by the nbove-nnmod VEIUI II. JOllEr., liS and for hor LlIst \-lill nnd Testament, in the presence of us, who, nt har requant and in her prosence, nnd in the presence of each other, have hcrounto subscribed our Oilmes ns witnoss'=!s, I , jfi?G' '111.:9L t. ~c-'/' // ,), ",:/;'",.., , . ,. I:' \;~, !:~ I'!) ."!' , ., f;.~,: I;"~'; ~ ~". ,. ~~; Vi I: . 1 " .. ,~~ l~' ; , " " \' r:\ ;, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE " . ^~' . I.y._', J) ',. ./ DUREAU Of INDIVIDUAL TAMES INIlI NIIANCI rAll: DIVUIIlN 011'1. :aObol tIANIf!SluNC, III lll:,a.obol NOTICE Of INIIERITANCE TAM ArrRAISEMENl, ALLOWANCE OR OISAllOWANCE or D[DUCTIONS AND ASS[SSM[NT or TAX CRAIG A DIEHL ESQ 3464 TRINDLE RD CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN (~ 08-25-97 JOUES 11-21-96 21 96-1000 CUMBERLAUD 101 f- Amount Remitted r~~ '1' lhl.. "' Ill'" VERA H MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAUD CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiEV:is4-j-Eif-AFii-io:f:muilcii'"iCEuOFuiNHEifii'AtiCE-TAiDiPPR'A-isEHENr;-AL.i.-owAifcE-iilimummm__- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF JONES VERA H FILE NO. 21 96-1000 ACN 101 DATE OB-25-97 If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 1B will reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: 15. Anou"t of Line 14 at Spousal rat. (IS) 16. Anount of line 14 taxable at LineallClass A rat. (16) 17. Anount of line 14 taxable at Collateral/Class 8 rat. (17) 18. Principal Tax Due TAX CREDITS: PAYMENT DATE 02-13-97 05-09-97 TAX RETURN WAS: (X I ACCErTEO AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGIUAL RETURU 1. R..I Est.t. (Schedule A) el) 2. Stocks and Bonds (Schedule 8) (2) 3. Closely Held stock/Partnership Interest ISchedule C) 13J 4. Mortgages/Notes Receivable CSchedule OJ (4' S. Cash/Bank Deposits/Misc. Personal Propert~ ISchedule EJ (5J 6. Jointly Owned Property (Schedule FJ (61 7. Transfers CSchedule GJ (71 8. Totel Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral ExpensBs/Adm. Costs/Misc. Expenses CSchedule HJ (9) 10. Debts/Mortgage Liabilities/Liens CSchedule IJ CIO) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/GovernnBntal Bequests (Schedule JJ 14. Net Value of Estate Subject to Tax NOTE: RECEIrT NUMBER AA1B5172 AA211291 DISCOUNT (t) INTEREST/rEN PAID (-I 421.05 ,00 CHANGED 120,000,00 ,00 ,00 ,00 132,459,10 ,00 ,00 eSI 28,201.62 1.943,09 elll Cl21 Cl31 Cl41 .00 1.000,00 221.314,39 X .00= X .06= X ,15= ClBI AMOUNT rAIO 8,000,00 24,836.11 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, subnit the upper portion of this form with your tax payment. 252,459,10 30,144 71 222.314,39 ,00 222.314.39 ,00 60,00 33.197,16 33.257,16 33,257,16 ,00 ,00 ,00 ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREOn" (CR), YOU MAY BE DUE A REfUND, SEE REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS,) , " RESERVAtiON: [,t.,.. of docedonts dying on or balor. D.c.~b.r Il. 1982 .. If any futuro Intor.st In tho .,tat. 11 transf.rrod In pOlso.Ilon or onJoy..nt to Clal. a (col10'oral) bono'lelnrlo. of tho dacodent .fto, tho ..plrntlon of any o,tat. for Ilf. or for y..r., tho Co..on~..lth hareby ..prosIIV rasarv.. tho right 10 appraise and .I,OSI tran,'.r Inheritance T..o. at tho lawful Cia,. B (colleto,al) rat. on any such futuro lnto,o.t. PURPOSE OF HOlleE: To fulfill lha ,oquito..nt. of SOCtlOM 2140 of tho tnhllrltanca and E,tato Tax Act, Act 21 of 19lJ~. (72 P.S. Sactlon 91'tO). PAY"ENT: Oatac:h tho top portion of thl, Holle. and subalt with your pay..nl to tho Raglstor of Willi prIntod on tho rovar.. .Ido. .."1110.. chock or 80noy ordor Pltyabl_ to: REGISTER OF HILLS, AGENT REFUND (CR): A r.fund of a tax credit, which was not requested an the Tax Return, aey be ruquested by caapletlng an *Appllcatlan 'ar Refund of Pennsylvania Inheritance nnd Estate Tax* (REY.1313). Applications are available at the O'flce of the Register of Wills, any of the Z! Revenue District Offices, or by calling the special Z4.haur answering service nu.bers far far.s ordering: In Pennsylvania 1-80D.S6Z-205D, outside Pennsylvania and wlthln local Harrhburg area Ulll 787-8094, TODe (17) 71Z-225Z CHaarlng I.palred Only). OBJECTIONS: Any party In intarest not ,atlsflad with the appralsa.ent, allowance or disallowance a' daductlanl, or nlsass.ant of tax (Including discount or Intare.t) as shawn on this Notice .ust abject within sixty (60) days of racalpt of this Notice by: --wrlUan pratast to the PA Depart.ent of Revenue, !anrd of Appeals, Oept. 281021, Harrisburg. PA 17128.1021. OR ..electlan to have the eatter deterelned at audit of tha account of the parsanal representatIve. OR --appeal to tha Orphans' Court. AOKIN ISTRAlIVE CORRECTIONS: Factual errors discovered on this asses..ent should be addres.ed In wrIting to: PA Depart.ent of Revenue, Bur.au of Individual Ta..s, ATTN: Past As..ss.ent RRvl.w unlt, Dapt. Z80601, Harrisburg, PA 17128.0601 Phon. 1117) 787.6505. S.. page 5 of the booklet *Instrucllons far Inheritance Tax Return for a Resident Oecedent* (REY.150IJ far an explanation of adalnlstrntlvelY correctable errors. DISCOUNT: If any tax due II paid within thr'l (3) calendar eonths after the dlcedent's death, a flva percant (5~) discount of the tax paid Is allowed. PENal TV: Tha 15~ tax a.nasty non.partlclpatlon panalty Is co.puted an the total of the tax and Interelt alsesled, and not paid before January 18, Iqq6. tha first day aftar the end of the tax aenesty period. Thll non.partlclpatlan panalty Is apPlalable In the sa.e .annar and In tha the sa.e tl.e period al you would oppeal the tax and Interest that has be.n a.sessed as Indicated on this notice. INTEREST: Inlerest Is charged beginning with first day of dellnquancy, or nine (9) nonths and one II) day fro. the date of death, to the data of pay.ent. Taxel which beca.e delinquent befar. January I. IQ8Z bear Interesl at the rate of six 16Z) percent per annue calculated at a dally ,ate of .000164. All taxes which beca.e delinquent on and after January I, IQI!lZ will bear Int.rest at a rate which wlll vary frOM calendar year to calendar year wUh that rat. announced by the PA Oepart.ent of Revenue. The applicable Interest rates for 198Z through 1991 are: '!!!! Interest Rate Daily Internt factor ~ Interest Rete DeilY Interest Factor naz zo:c .OOOSIoI!I 1'I1!I1 .. .000Z47 I,n 16Z .0004.58 IQaa.nQI llZ .000301 1'1!I4 1l:C .000301 llJQZ q. .OOOZ47 IUS 13:C .000356 IQ9:!i-IQ'l4 1< .000192 1986 In .000214 1995.19'7 .. .000247 ulnternt Is calculated .. follows: INTEREST = BALANCE Of TAX UNPAID X NUnSER Of DAYS DELINQUENT X DAILY INTEREST fACTOR -.,,"'1 Notice Issued a'ter the tax becc.es delinquent will reflect 8n Interest calculation to fifteen (151 day I baycnd the data cf the assass..nt. If paYMent Is .ade after the Interest cOMPutation date shawn en lh. Hatlc., additional lnt.rest DUlt b. calculated. ... ~. ~.. .." ~ , E-< - 0:: :I: ::> ~ OCil - UtIl I c ::> tIlO \ < Z:C , 0 O<E-< :CO:: h -~ "'::> \ <-- 0::0 ... - 0:: "<: OU M 0'- U'" - "- ..... .. ... cn>o 0 " . lJ,.";o. ...:lE-< I' OC-' ...:lZ ..... '. CIlZ: H::>E-< ,'.i' - - ~ocn ~"'o. U 0< U f-_ t<. 0::'" .... . -:z ... OClCil ) IJ,..,(; Z> '~ IJ,. ~, O::O<OCil , , 0 Cil...:lZ...:l ; , ::: E-<O::O<cn L' . cnCil:CH ;. < Hal ...:l '. ..J l:l:l:cno:: .. . . Cil::> 0< . , ~ O::UMU :I: '. . l~ \ I- " ..'. ~ := ('.; ~ J >:: " ( {1,-,,' e.:- r- c. .;.:.J 00 ~~ . .' , ..... ,,! .--' ---....,.",.- y ---_.--~~..JlIlI __ :- . " 1':' , \