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HomeMy WebLinkAbout96-01001 " t,- , . .r:'",'" j';';,'':',_- c' ,},,'.~;(!,:, ,v;,<;;, '~...,:';r:. ' ;;;?:l~ "'::-57'-"'- ..... , '-1~' . , "C" ..;;r,<" -. ~J;~j;;~ , .P' \';",~:,~- '0 t"-" "'" ,''',' 0 t~;:,c:;~:~.:::':~,"\~~:~::' (:' ~.,~ '-- J ",..",0. . :,'; ~-- . .".;' ::c,::":;Z::" .' --'^," ' ~/ : ,~. . .-,," c"->,..,,',. ' 'v._t'_,n,' .',- - ~? " '\ " .:- I- 0 "Z <t' CD en "Z " ~ <t' :::S <5 ~ ..... 0 CO 0 4 ~ G) ... I1l 0 ~ ;2 .. ~ tit s \l.l ~ Z : ,'{.' ,'" '.": VJ \lJ LIJ L e. V? ~ Cl i i I i I , I ,I PETITION FOR PROBATE and Eslal~ of (;AI.EN II. IlRANIJT also known as No. To: Register of Wills for the Drc~QSrd. COUnty of Cllmh,'rland in the Social S,'curtly No, 171)-1 ~-5Jl)2 Commonweallh of Pennsylvanta The petition of the undersigned respectfully represents that: Your petitioner(s). who is/arc 18 years of age or older an the exeCUlor in thc last will of the above decedent. datcd Jlllle 10 and codicil(s) dated Allce E. Brandt died flay 2B. 11)/" named , 19.1L- UI:1IC relevant cirClImU3nccs. c,;. rcnunCI.:lllon. death or executor. ClC.) Decendent was domiciled at death in Cllmberlo1nd n is last familx or principal residence at 110 It 0 n e mOll f. Cumberland. P County, Pennsylvania. with Avo., Now Cumherland, (Ii" 1Ifc<1. number ond munClpaJilYI Deccndem. tt,en _,. 75 years of 3ge. died November . 19 96 , at~_Spirit Hospital, East Pennsboro Twp., Cumberland County, ~A E"cept as foHows. de~edent did not marry. was not divorced and did not have a child born or adopted after execution of the will offered for llrobate; was not the victim of a killing and was never adjudic.;ued incompetent: GJ.adyn E. Brandt married Galen B. Brnnat August J, l'j'/B Decende;:: at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If no! Domiciled in Pa.) Personal properlY in Pennsylvania (If not dQ:::icil~d in Pa,) Personal property in County Value of real estate in Pennsylvania situated as follows: 110 Rosemont Ave., New Cumberland, S 10,000.00 S S S 80,OOO.UU PA WHEREFORE. pctitioncr(s) respcctfully rcqucst(s) thc probatc of the last will and codicil(s) presentcd hercwith and the grant of Jmcrs testo1mento1rv (testamentary: administr31ion c.I.a.; :ldministration d.b.n.c:.l.a.) thcron, PNC Bank, N.A.. successor to Cumberland County National Bank and Trust Company ~ U' " c " .,,- '0 -= z!! ':J.9 g,: -" ::Co. U~ :: C' ;; C .. in By,~KA..-'H"""--t.-- 4242 Carlisle Pike. Camp Hill, PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF C'.il-lllllI\Lt.ND ..--... The pctitionr:(sl ah:Jve.n"m;:<i swe.!r(s) or affirm(s) that the statements in thc foregoing petition arc true and correct [0 the beSI of tht ~r,cwledge and bclicf of petitioner(s) lind lhat as personal rcprcscn. tative(s) of the ab'J\'c dcccdcllt ;l:l:tiom'rls) will well and truly administcr the estate according to law, Sworn to 0: afhrn~Rrl and s:Jl>sc,ibed PNC Bank, N.A., successor to Cumber!;'nd County beforc me this' (:ay of { National Bank and Trust Company <S' ~ECE~BER ._.._, IL....l...9.U Bv..P.)~ I-< - ---- -- ~ Jf.i(l\~"'/.~llA,r ,l, \.i..!..!:--L<'.1tI< l~.i.l..r,,- ;; J~ 1'1'-' lIR:C. LEW1s " ReglSl~f <:;- ::J ,. ~J - II - No, ;;t1-lqqLR -100 J Eslale of GM,EN II. IlRANIlT , Deceased DECREE Of PR08A TE AND GRANT Of LETTERS AND NOW DECEMBEIl 5 19 96. in consideration of the petition on the reverse side hereof. satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) daler! June 30. 1972 described therein be admitted to probate and filed of record as the last will of Galen B. Brandt and Letters Testamentary arc hereby granted to PNC Bank. N.A. , successor to Cumberland CounU_lljltiona1 Bonk and Trust Company MARY C. FEES Probate. Letters. Etc. "......, S Short Certificates( 1 ~ . . . , . . . . .. S x'pages RenuncIation.............." S JCP 200.00 33:88 414 Brid~e St.. New Cumberland. PA 17070 ADDRESS (717) 774-7435 5.00 244.00 Filed S TOTAL _ S DECEMBER 5, 1996 ................................... PHONE 'I' _1 (_) MAILED LETTERS I\ND OHDER 1'0 BANK ,. L LAST WTI..l. AND 'I'ESTAHI~NT OF GA1.EN 1\. BRANDT I, GALEN B. IlI~ANDT, or the Borough or New Cumber- land, County or Cumberland, and Commonwealth or pennsylvania, being of sound mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any rormer Wills or testamentary dispositions heretofore made. ITEH I. I direct that my hereinafter named Executrix pay my just debts and funeral expenses as soon after my death as is practicable. ITEH II. I give, devise and bequeath all of my estate, real and pe~~~~of whatsoever kind and wherever situate, to my wife, E. BRANDT, provided that she sur- vives me by thirty days following the day of my death. ITEH III. In the event that my said wife should predecease me or should fail to survive me by thirty days following the day of my death, then I give, devise and bequeath my estate as follows: A. I give and bequeath to my daughter, BARBARA J, BRANDT, my antique rocking chair and antique lamps. B. I give and bequeath to my daughter, PATRICIA G. BRANDT, my antique cradle. C. All the rest, residue and remainder of my estate to my daughters, BARBARA J. BRANDT and PATRICIA G. BRANDT, in equal shares, or their issue per stirpes. /~ 10 o\h"L~ s-L-\" s.'1)~ -lc ,,';k. .-Ii, CL~ )&.Jz- .~ /h.-~<'-.-.. . page 1 or 2 pages ~ 1'1'\0.11 IV. I IIppoInt CUMBERLAND COUNTY NNl'lONAL \lANK AND TRUST cmlPANY I of New Cumherlllnd I \'L'IlIlSY 1 Will ill, guardian of any property which pllsses, either under this Will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college cducation, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsi- bility, to the minor or to the minor's parent or to any person taking care of the minor. AjJI:J.y'" ITEM V. I appoint my wife, t_ ~E E. BRANDT, -~. Executrix of this Will. If my said wife, ~ E. BRANDT, fails to qualify or ceases to act for any reason, I appoint CUMBERLAND COUNTY NATIONAL BANK AND TRUST C(lo\PANY, Executor in her place. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I, GALEN B. BRANDT, have here- unto set my hand and seal this ~~ day of 1972. uLR , ~ c/3 ~~ Galen B. \lran t (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by the Testatrix, above named, as and for his Last Will and Testament, and in the presence of us, who in his presence, at his request and in the presence of each other, have hereunto set our names as witnesses. , )~t-I f:,:J~~~ Address ~~.., \\."-~k lJ. .. U ress - . .d' tness Page 2 of 2 pages REGISTER OF WILLS OF COUNTY " OA TH OF SUBSCRIBING WITNESS scribed before day of 19 Register (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Gladys E. Brandt and Patricia G. Kirk (each) a subscriber hereto. (each) being duly qualified according to law. depose(s) and say(s) that they familiar with the signature of GALEN B. Brandt alwm will testat 0 r presentee! herewith and ~s!IxiJ. believes the signature on the will is in the handwriting of of (cmexXlllxthI[XSllluclillmllxwltmzes:xtl)) the that they Galen B. Brandt to the best of the i r knowledge and belief. Sworn to or affirmed and subscribed before -~<) <:'('1. fly, j {(H,,{ L" ( If:- me this 5th day of GLADYS f. BRANtf\lQme) DECEMBF.R Ie ~6 110 Rosemont Ave., New Cumberland, PA IW(.ty C,'ilt:oJ.-J..pn i~m ,~)t.Ull1. 6M.t -, (Mdress) . M~RY C. LEInS Register /~-11;~;...,.--8 /T~A PATRICIA G. KI~m~ 329 Sth ST.. New Cumberland. PA 17070 (Address) CERTIFICATION OF NOTICE UNDER RULE 5.61al Name of Decedent: Galen B, Brandt Date of Death: November 1, 1996 Will No, 2196-1001 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on March 3, 1997. Patricia G. Brandt Kirk 329 5th Street New Cumberland, PA 17070 Barbara J. Brandt 10 Cherokee Trail York Haven, PA 17370 Notice has now been given to all persons Rule 5.6(a). Date: :].-1.- '11- hereto under . ..... 0 ~ t:~ r, ::' Cl. a.. : 'f ) n: "'" " .:.t::: r-.. C PI <iJ a8 e Esquire 41 ,B' Street New Cumberland, PA 17070 717-774-7435 .... ~~ Capacity: Personal Representative -, . x Counsel for Personal Representative L'_.' ~) . , ~.., ~,. oU':- 0:.... co ~7d If) In; 1"" 0- ., ~ I .~' ,>~ ; , ,', ..;J _ cO .--:;, ,-: P\ ~'-'8 u ~~t~~;f> :'\:'~', " ,. . ~ :".e,{';;": i""Bif~ra.' ~ R ,.\:R<i'; '. .,'~ ii5 0 · hl~ fl,!nlii J .l i; i;b~,i~ ir. - .;~iH:;E:7;:,'~':::";'r,;\:, ':::~l.i-:i:~.':.!':.: 'i'.:'@;"'c. .~' t, 1l:':.;~= U.Q...,..._,,:_~; i".,,-~r.. -ID'" .ir~l]~tg:; . . '~K-\I~\\ .l;:r;.1Jo ",,')1.-= {~~.lir . ,:;;-,-\\" 'W ,"2 'D f~\{2 -;.g.;:;, . , '~1~t~l'i'~~; " ~''':'''';;''::~''.' ~fff~~,::'~.:>;-:--~-' ':'_:^' 't~z!~\ ^~,\, , 11"", , ~~JJ;~%~;}',:,:, . . 't. ...;. 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STONI~, I.AFAV1U1 & STONE ATTORNEYS AT LAW AlA DRIOGE STREET Nnw CtJMIIUHLANl>. I'A 17070 III ~ 0,. fill- l; S.'.,:, ~ ..... .-i.' III r ~.'.~:.\.'~ a: S..!(-:e .co"'-" ~ f~"I' ~t~~i:L je~;l r4 I c lIt~' \:l Z c o I- fIl . .. .. GALEN B BRANDT ' 1102704 SllHMARY AND IND~:X PRINCIPAL I'AG~:S RECEIPTS 3 - 3 118,852.26 NET GAIN/LOSS ON CONVERSIONS 4 - 4 1,328.25 ADJUSTED 8ALANCE 120,180.51 LESS DISBURSEMENTS DEBTS OF DECEDENT .00 FUNERAL EXPENSES .00 ADHINISTRATIVE EXPENSES 5 - 8 15,346.35- FEDERAL AND STATE TAXES 8 - 8 5,422.06- FEES AND COMMISSIONS 8 - 8 11,430.00- FAMILY EXEHPTION .00 TOTAL PRINCIPAL DISBURSEMENTS 5 - 8 32,19B.41- BALANCE BEFORE DISTRIBUTIONS 87,982.10 DISTRIBUTIONS TO BENEFICIARIES .00 PRINCIPAL BALANCE ON IIAND 9 - 9 87,9B2.10 INVESTMENTS HADE CIIANGES IN INVES'll1ENT 1I0LDINGS INCOME RECEIPTS 10 - 10 1,063.77 LESS DISBURSEMENTS 11 - 11 53.19- BALANCE BEFORE DISTRIBUTIONS 1,010.58 DISTRIBUTIONS TO BENEFICIARIES .00 INCOME BALANCE ON llANO 12 - 12 1,010.58 COMBINED BALANCES REMAINING 88,992.68 - 2 - REAL ESTATE 110 ROSEMONT AVE. NEW CUMBERLAND $77.000,00 PROCEEDS SALE OF LOT V1534 TOWAMENSING TRAILS POCONOS. PA 2.500,00 COMMON STOCKS 66 SHS CONRAIL INC COMMON @ 94.875 6,261.75 MISCELLANEOUS PERSONAL PROPERTY - CONSTRUCTED TRAILER 300,00 CASH HARRIS SAVINGS BANK SAVINGS ACCOUNT #07-00113775 DATE OF DEATH BALANCE INTEREST TO 11/1/96 316,02 3,01 319.03 NATIONWIDE INSURANCE COMPANY INSURANCE POLICY PROCEEDS 4.167,00 PREMIUM REFUND 7,06 DIVIDEND 31.94 4,206.00 PATRIOT NEWS - SUBSCRIPTION REFUND 30.45 CASH FOUND IN DECEDENT'S RESIDENCE 80.49 REDEMPTION PROCEEDS OF TRAVELERS CHECKS 20,00 PROCEEDS SALE OF MISCELLANEOUS USA & FOREIGN COINS 57.05 BELL ATLANTIC PA - REFUND 36,84 PROCEEDS SALE OF PERSONAL PROPERTY 27,037.00 COREST A TES BANK SAVINGS ACCOUNT #833659809 INTEREST TO 11/1/96 991.49 1.61 993.10 TOTAL INVENTORY $118.841.71 PRIVATE BANK PNClRANK 11 027 04 GALEN B BRANDT GAINS AND LOSSES ON SALES ANO OTHER DISPOSITIONS WIi J.W 3/04/98 PERSONAL PROPERTY CONSTRUCTED TRAILER PROCEEDS, 300.00 ACQUISITION VALUE, 300.00 66 SHS CONRAIL INC COMMON PROCEEDS, 7,590.00 ACQUISITION VALUE, 6.261,75 DEED TO LOT V1534 TO WAMENSING TRAILS PROCEEDS, 2,500.00 ACQUISITION VALUE, 2.500.00 TOTAL GAINS AND LOSSES LESS LOSS NET GAIN .00 5/21/97 5/27/97 1.328.25 .00 1,328.25 .O~ 1,328.2 .......... .00 "IIHOIllOI'" - 4 - , " PRIVATE BANK PNCBANK 1102704 5/20/97 DISBURSEMENTS OF PRINCIPAL ~DMINISTRATIVE EXPENSES DICK GIBNEV REAL ESTATE FEE RE APPRAISAL OF REAL ESTATE GEORGE C CLAUSER SRA FEE RE APPRAISAL OF REAL ESTATE BARBARA A AHNER TAX COLLECTOR JIM THORPE AREA SCHOOL DISTRICT 1996 PRoPERTV TAX STONE LAFAVER & STONE REIMBURSEMENT FOR PAVMENT OF PROBATE COSTS STONE LAFAVER & STONE REIMBURSEMENT FOR PAVMENT OF LEGAL ADVERTISING REGISTER OF WILLS SHORT CERTIFICATES TOWAMENSING TRAILS 1997 ASSESSMENT FEE LOT 11534V EVP SVSTEMS FEE RE DATE OF DEATH VALUATION BELL ATLANTIC PA SERVICE BARBARA A ANHER TAX COLLECTOR 1997 PENN FOREST TOWNSHIP REAL ESTATE TAX FOR ACCOUNT 122A_51-E-VI534-3B3-4B4 BARBARA A AHNER TAX COLLECTOR 1997 CARBON COUNTV REAL ESTATE TAX ROBIN GASPERITTI TAX COLLECTOR 1997 REAL ESTATE TAX ACCOUNT 125-25-0006-422 EXPENSES RE SALE OF PERSONAL PROPERTV REGISTER OF WILLS SHORT CERTIFICATES 250.00- ' GALEN B BRANDT 2103/97 250.00- ' 2106/97 134.54- 2118/97 244.00- 2118/97 125.20- 2118/97 12.00- 2128/97 150.00- 3/13/97 10.50- 3/2B/97 22.46- 4/23/97 4/24/97 4.10- 29.29- 4/24/97 199.38- 4/24/97 3,569.23- 5/15/97 24.00- ,.-INOIltOIK' - 5 - PRIVATE BANK PNCllJANK GALEN B BRANDT 1102704 DISBURSEMENTS OF PRINCIPAL 5/29/97 NATIONWIDE MUTUAL INSURANCE CO INSURANCE PREMIUM AUTO POLICY IS8-79B174 HOMEOWNERS POLICY 158MP-418210 4/10/97 92.78 LESS REFUND 65.71 27.07- 5/30/97 DEW FOREST HOMES FEE RE SURVEY 8 PERC TEST FOR LOT IV1534 TOWAMENSING TRAILS 1,175.00- 6/02197 BOROUGH OF NEW CUMBERLAND FEE RE SEWER 8 TRASH REMOVAL 110 ROSEMONT AVE 53.06- 6/10/97 NATIONWIDE MUTUAL FIRE INS CO INSURANCE PREMIUM RE HOMEOWNERS POLICY 15B37-MP-418210 93.60- 6/11/97 AllEN KIRK .2.500 LESS 8Y. AUCTIONEER'S COMMISSION $200 AS REQUESTED TO BE PAID BY BARBARA J BRANDT 2,300.00- 6/11/97 ALLEN KIRK .2,500 LESS BY. AUCTIONEER'S COMMISSION .200 AS REQUESTED TO BE PAID BV PATRICIA G KIRK 2,300.00- 8/01/97 REGISTER OF WILLS FILING FEE 15.00- 8/04/97 CLAUDE E WOLFE 8 ASSOCIATES ADDITIONAL AUCTIONEERS FEE 1,597.45- B/07/97 ROBIN GASPERITTI TAX COLLECTOR 1997 SCHOOL AND BOROUGH REAL ESTATE TAX 588.06- 8/14/97 REGISTER OF WILLS ADDITIONAL PROBATE FEE 35.00- 8/22197 BOROUGH OF NEW CUMBERLAND SEWER I TRASH SERVICE 53.06- 10/09/97 BARBARA A AHNER. TAX COLLECTOR 1997 SCHOOL REAL ESTATE TAX 130.66- 11/07197 HILB ROGAL 8 HAMILTON CO INSURANCE PREMIUM ON POLICV 135296626 71.00- 12111/97 BOROUGH OF NEW CUMBERLAND SEWER I TRASH SERVICE 53.06- '11I1"011101"1 - 6 - PRIVATE BANK PNCBANK GALEN B BRANDT 11 027 04 DISBURSEMENTS OF-fBlNCIPAL 1127198 HILB ROGAL & HAMILTON CO INSURANCE PREMIUM ON POLICY 1352966229 379.00- 3/04/9B STONE LAFAVER & STONE MISCELLANEOUS EXPENSES 48.50- 3/04/98 EXPENSES RE SALE OF DEED TO LOT IV1534 SETTLEMENT CHARGES & TAXES 314.01 LESS ADJUSTMENT -..--------..---- PRO RATA TAXES 225.B4 B8.17- 3/05/98 LINDA LUNDBERG REIMBURSEMENT FOR PAVMENT OF FILING FEE RE INVENTORV 13.00- PENNSVLVANIA AMERICAN WATER CO SERVICE 4/23/97 17.49- 5/20/97 B.B2- 7111/97 10.79- B/05/97 19.38- 8/18/97 17.15- 9/15/97 8,43- 10/09/97 19,38 10/10/97 8.43- 11/17197 9.74- 12/11/97 9,30- 1115/9B 9.30- 2/10/9B 9.30- 108.75- PENNA POWER & LIGHT CO SERVICE 5/20/97 15.35- 6/16/97 11.39- 7117197 6.45- 8/1B/97 6.47- 9/15/97 6.47- 10/09/97 7.BO- 11/17197 6.91- 12/11/97 7.89- 1/15/9B 7.71- 2/10/98 B,06- 84.50- UGI CORPORATION SERVICE 5/08/97 232.B2- 7111/97 4,IB- 8/22/97 91. 97- 9/25/97 17.39- 11/07197 48,75- 12/11/97 56,20- 1/02/9B 156,54- 'f111NGll10'''' - 7 - 1102701, GALEN B BRANDT , . PRINCIPAl, I1A,,^NCt: ON llANO v ALUt: 3/10/98 ACQUlS1TION ~ Rt:AI. t:STATt: 110 ROSKHONT AVE Ne 77,000.00 77,000.00 INVESTED CASII 10,982.10 10,982.10 TOTAL PRINCIPAL 87,982.10 87,982.10 ============ ============ - 9 - PRIVATE BANK PNClmANK GALEN B BRANDT 1102704 RECEIPTS OF INCOME 1/21/97 INTEREST HARRIS SAVINGS BANK SAVINGS ACCOUNT 107-00113775 INTEREST TO CLOSING CORESTATES BANK SAVINGS ACCOUNT IB33659B509 INTEREST TO CLOSING DIVIDEND CONRAIL INC COMMON 12/16/96 3/17197 OTHER INCOME 1.90 7/31/97 9,36 31. 35 31. 35 62.70 COMPASS CAPITAL US TREASURV MM SERVICE CLASS FD 109 2/03/97 3/03/97 3/03/97 4/01/97 4/01/97 5/01/97 5/01/97 6/02/97 6/02/97 7/02/97 7/02/97 B/Ol/97 B/Ol/97 9/02/97 9/02/97 10/01/97 10/01/97 11/03/97 11/03/97 12/01/97 12/01/97 1/02/9B 1/02/9B 2/02/98 2/02/98 3/03/98 3/03/9B 3.21 .08 14.45 .13 14.13 .37 13.26 .43 67.13 .67 121.79 1.17 118.94 1.69 95.18 2.02 B7.66 2.44 89.73 2.72 86.95 3.21 89.B3 3.52 B8.35 3.50 77.25 989.Bl 1,063.77 ............ TOTAL INCOME ''''NorllO/"' - 10 - PRIVATE BANK GALEN B BRANDT DISBURSEMENTS OF INCOME PNC BANK. NATIONAL ASSOCIATION INCOME COMPENSATION 2114197 3/14/97 4/15/97 5/15/97 6/13/97 7/15/97 8/15/97 9/15/97 10/15/97 11/14/97 12115/97 1/15/98 2113/9B 3/10/98 TOTAL INCOME DISBURSEMENTS - 11 - . PNCBANK 11 02704 .16- .73- 2.28- .68- 3.3B- 6.12- 6.01- 4.84- 4.48- 4.61- 4.48- 4.65- 4.59- 6.18- 53.19- 53.19- .......... ""NUIIOlII' ..t\ai.\brandt.d.c\]-98 IN RE: ESTATE OF GALEN D. BRANDT, LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION : NO. 2196-1001 DE):\E AWARDING REAL ATE AND NOW, this ~day , 1998, it appearing that the First and Final Account of Proposed Distribu- tion of PNC Bank, N.A., Executor of the Last Will and Testament of GALEN D, BRANDT, Deceased, have been duly filed and advertised accord- ing to law and Rules of Court, and said First and Final Account and Statement of Proposed Distribution have been confirmed and approved by the above Court in and for Cumberland County, Pennsylvania, on April 28, 1998; and it further appearing that the said Executor has in its Statement of Proposed Distribution proposed to distribute certain Real Estate in kind to PATRICIA G. KIRK and BARBARA J. BRANDT, in accor- dance with the provisions of the Last Will and Testament of GALEN D. BRANDT, Deceased, and the Court aforesaid having decreed distribution in accordance with said Statement of Proposed Distribution. IT IS ORDERED, ADJUDGED AND DECREED that all right, title and interest of the said GALEN D. BRANDT, Deceased, in and to ALL THAT CERTAIN lot or piece of land situate in the Borough of New Cumberland, County of Cumberland and Commonwealth of Pennsyl- vania, more particularly bounded and described as follows, to wit: BEGINNING at a point on the western line of Rosemont Avenue, on the dividing line between Lots Nos, 1 and 2, Block "A", on the hereinafter mentioned Plan of Lots; thence in a southerly direc- tion fifty (50) feet to the dividing line between Lots Nos, 2 and 3, Block "A", on said plan of Lots; thence in a westerly direc- tion along said last mentioned dividing line one hundred fifty -1- (150) feet to a point at Lot No.8 of the said plan of Lots; thence in a northerly direction fifty (50) feet to a point on the dividing line between Lots No. 1 and 2, Block "A" of said Plan of Lots; thence in an easterly direction along the last mentioned dividing line one hundred fifty (150) feet to the point or place of BEGINNING. BEING Lot No.2, Block "A" as shown on plan No.5, Rosemont Addition to the Borough of New Cumberland, said Plan being recorded in the Cumberland County Recorder's Office in Plan Book 3, Page 64. Thereon erected a single bungalow, No. 110 Rosemont Avenue, New Cumberland, Pennsylvania. BEING the same premises which Sara R. Whitcomb, widow, by her deed dated November 10, 1952, and recorded November 10, 1952, in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book , Page , granted and conveyed unto Galen B. Brandt and Alice E. Brandt, husband and wife. The said Alice E. Brandt died May 28, 1974, thus vesting title in Galen B. Brandt by operation of law, the decedent. is hereby awarded unto PATRICIA G. KIRK and BARBARA J. BRANDT in fee simple. IT IS FURTHER ORDERED AND DIRECTED that a certified copy of the Decree be recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, among the deeds recorded in said Office, said Decree to be indexed in the Grantor Index against the Estate of GALEN D. BRANDT, Deceased, and in the Grantee Index to PATRICIA G. KIRK and BARBARA J. BRANDT, pursuant to the Probate, Estates and Fiduciaries Code, Act of 1972, P.L. 164, Section 3536 (20 PA. C.S.A. 3536). J. . -2- liNe Hank, NJ\. .12.12 (~lIli\h'I'iLI' II.O.nm.:\()~ (:;lIllP llill.l',\ liOlll,lI:\lIM ~ PNC IPlIUVAl'lE lBANOC August 1, 1997 Register of wills cumberland County South Hanover Street Carlisle, PA 17013 RE: Estate of Galen B. Brandt Date of Death: 11/01/96 File NO: 21-96-1001 Gentlemen: On behalf of the Corporate Executor of the above-referenced Estate, I enclose a check in the amount of $5,384.06 balance due on account of Pennsylvania Inheritance Tax. Kindly acknowledge receipt of the enclosed, by stamping and returning the accompanying copy of this letter to me in the envelope provided. Please send us the usual customary receipt at your earliest convenience. Sincerely, ~~~ Linda J. Lundberg ~ Trust Officer ac:. ,,:, ;-- "n or. --j , L; LJL:sc Enclosure ;,"\ -.'-, IlIvestmellts . Tr/lsts . Ball/dllg Services REAl. ESTATE 110 ROSEMONT AVE, NEW CUMBERLAND $77,llllO.OO PROCEEDS SALE OF LOT V 1534 TOW AMEN SING TRAILS POCONOS.PA 2,5011.00 COMMON STOCKS 66 SHS CONRAIL INC COMMON @ 94.875 6.261.75 MISCELLANEOUS PERSONAL PROPERTY - CONSTRUCTED TRAILER 300.00 CASH HARRIS SAVINGS BANK SAVINGS ACCOUNT #07-001 13775 DATE OF DEATH BALANCE INTEREST TO 11/1/96 316.02 3.01 3 I 9.03 NATIONWIDE INSURANCE COMPANY INSURANCE POLICY PROCEEDS 4,167.00 PREMIUM REFUND 7.06 DIVIDEND 3 I. 94 4.206.00 PATRIOT NEWS - SUBSCRIPTION REFUND 30.45 CASH FOUND IN DECEDENTS RESIDENCE 80.49 REDEMPTION PROCEEDS OF TRAVELERS CHECKS 20.00 PROCEEDS SALE OF MISCELLANEOUS USA & FOREIGN COINS 57.05 BELL ATLANTIC PA - REFUND 36.84 PROCEEDS SALE OF PERSONAL PROPERTY 27,037.00 CORESTA TES BANK SAVINGS ACCOUNT #833659809 INTEREST TO 11/1/96 991.49 1.61 993.10 TOTAL INVENTORY $118.841.71 21. If lIn. leis great.r Ihon lIn. 19, ent.r Ih, diHerence on line 21. This is the TAX DUE. A. Enl.r lh, inter,,' on Ih. bolanc. due on Lin. 21A. B. Entl' th, 10101 of line 21 and 21 A on line 21 B. This is Ih, BALANCE DUE. Make Chick Payable lot Regll'" of Willi, Ag.nt ',~,:~' ,".' anURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ,. "ll""':~ !Jnd.r p.nalli" 0' p.rjury, I d.clar. thotl have examined Ihis re!urn, including accompanying schedules and IIatemenU, and to Ihe b"l of my knowledge and b.li.f, 'b' I. tru.. corr.ct and complete. I declare thai all real "tale has been reporled at true marltet value. Decloralion of pre parer other Ihan the personal repr"enlotiv. is a..d on all information 0' which preporer ha. any knowledge. SIG~tl~_( ~h~S?N#!lP~~~I'l,( '0_ 'llING _(lU_N AOO_E!lS OAT~ I BY: ''''" 'k.. J-L...,l I., <( ~ \ \ {~ '1 SIGNAtU_EO'''EPA_EIO _'HAN_E'_(S~T I AOO_!!l!. 4242 Carlisle Pike ~ "t."'''-' C<..;, l(.:t.. Camp 11111, PA 17011 RlV.UOO l.. 11,Q"1 ... ~ ~~'" uo:>< .....u :cOO uo:~ 8:;'" " .~ ">:11 ...... 0:0 0::11 8f 1'6- i\ .\ t./" ~ :II ... o ... u ... o I rOA OATIS or DIATH AnlA 12/31191 CHICK HIAI 'Ir A SPOUSAL ,- I POVIATT CAlDIT IS CLAIMID [.J ,rill NUMIIA I "I j COUNTY COcE, DlClDlNI'!l NA"'lllAllt, 'IUl, lotiO MIOOII ".1111011 OlClUltlt 11 (OMPlllI 10001111111 IIrandt, Galen II. 110 )(llHemont Avenu" 'Q(~.;~'~~'~~~~~~ ,o;'~~~~~~~:--r'i6i"-""'----- co.",~"~u:~:::~~~,~~nd, PA 17070 I" '''10(''111 hJh,,,NQ ~'ouu 'NU'llIUI ',UI ".Il ",01.,1 "7'~J-'oCiAilliUi"iT.U...lti'---- 1, ,...iiU;ifii("iiDi," ,..,IIu'''O'''' Gladys E. IIrandt 229-211-19~.!:.._._.._! -0- iKJ I. Original Return [J 2 Supplemental Return o 4. limil.d ellale fJ 40 Fuluf. Inlerelt Comproml'" (for dc'" 01 death ohe, 12.12.82} ![] 6. Decedent Died T.'lal' rJ 7 Decedent Mainlained a li.,.ing Tru,' (Attach copy of Will) IAlIach copy 01 Tru'll ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. ,,~~~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 96 YEAR 1001 NUMBER COMMONWEAltH Of PfNN!l'flVANIA OfPAII1M(NI0f AtV[NU( i HAU,5fJ:b. ~~O~:'II obO_~,~/ll {~~ 70/4! ,___ [J J, fJ 5 Remainder Return (lor dOl'" of dealh prior 10 12.13.821 Fed.ral E'tole Tax R.,urn R.quired _ B. TOlol Number of Safe Oepo,il Boxel NAMl Linda J. Lundberg tElEPHONE NUMIU (OMPUIE MAIliNG AOOU!oll I'NC !lank, N. A. 4242 Carlisle Pike Camp lIi11. PA 17011 83.000.00 6,261.75 730-2265 :II o S :> t: :1! u ... 0: 1. Real EI'a'e (Schedule AI ( 1 ) 2. Slack. and Band. (Schedule BI 1 21 J. Cla..ly Held S'ack/Par'nor.h;p InlorOl' (Schedule q ( J ) 4. Mortgog.. and Nol.. Receivable (Schedule 01 I 4 ) S. Ca.h. Bonk D.pos.1I & MiueUoneoul Penonal Property ( 5 ) (Schedule E) 6. Ja;n'ly Owned Prap.ny (Schedule F) ( 6) 7. Tran.for. (Schedul. GllSchedulo II 17) 8. Tolal Gron Au." (tolallinel 1.7) 9. Funeral Exp.n.... Administralive COlt., Mi"eUoneoul (9) E.pon... (Sch.dulo H) 10. Debit, Mortgage liabilities, Uens (Schedule I) PO) '1. Tolal Deductions (lotolline. 9 & 10) 12. Nel Value of Eslate (line 8 minus line 11) 13. Charitable and Go'Vernmenlal aequesll(Schedule Jl 14. Net Value Subject to Tax (line 12 minus line 13) 15. Spousal Transfe,. (for dol.. of deolh after 6.30.94) 5.. Ins'rudion. lor Applicable Percentage on Rever" (IS) Sid.. (Include valu.. From Schedule K or Schedule M.) 16. AmaunlaIUnoI4'a.abloa,6%ralo (161 89.734.31 (Include valu.. from Schedule K or Schedule M.) 17. Amounl of line 14 taxable at 15% role (17) (Include valu.. from Schedule K or Schedule M.) 18. Principal tax due (Add lOX from lin.. IS. 16 and 17.) 19. Credill Spousal Poverly Credil Prior Payments Discounl Inf"'" (lq) 120) 28.939.67 (B) 118.201. 42 28.332.57 134.54 28 .467.11 89.734.31 (11) (12) (lJ) 114) 89,734.31 )(._= )( .06 = 5.384.06 )( .15 = liB) 5.384.06 :II o ~ ~ ~ .. o u :;l ~ + + 20. If lint 19 is greater than lint 18. enler the diHerence on line 20. This is the OVERPAYMENT. II D.lIJl't"l!':I.i"u"'.'j'I,.,u"il'l"'I~'lId'.'.'o.Il't'r.'r.~"'il'111.'.l'.ilolJ:l.:.Ii'JuI'I,1 5,384.06 121) 121AI (21BI 5,384.06 Act #48 of 1994 provides for the reduction of the tax ratel impOled on the net value of transferl to or for the Ule of the Ipoule. The ratel 01 prelcrlbed by the Itatute will be: . 3% (.03) will be applicable for eltates of decedents dying on or after 7/1/94 and belore 1/1/96 e 2% (,02) will be applicable lor eltatel of decedentl dying on or after 1/1/96 and before 1/1/97 . 1% (.01) will be applicable far eltatel of decedents dying on or after 1/1/97 and before 1/1/98 . Spoulal transferl occurring on or after 1/1/98 will be exempt from inheritance tax, PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....)IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transler and: a. retain the use or incamo of the property transferred, ....................................................... b. retain the right to designate who shall use the property transferred or its income, ............... c. retain a reversionory interest; or ................................................................................... d. receive the promise for life of either poyments, benefits or care~ ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transler property without receiving adequate consideration~ If death occurred alter December 12, 1982, did decedent transfer property within one year 01 death without receiving adequate consideration~ .......... ....... ........................ ............................................ .............. 3. Did deCAdent own an 'in trust lor' bank account at his or her deathL.................................... YOU r l<rAN~V'ER TO ANY OF THE ABOVE QUESTIONS IS YES, ~., . f)MI .' fE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ,,: "i' -,'\ .. -:3 -, ~ i ., ,- .. x x x x x (ProperlY lolnlly.ownod with Right 01 SurYlyollhlp mu.t bo dl.clolld on Schodulo Fl All 1101 e.tote .hould bo reportod at 'ai, morkot yolue which I. dollnod a. tho prlco 01 which proporty would bo ..changed belwoon a willing buyor and a willing IIlIer. nolther being compollod to buy ar .ell. both haying rea.onablo knowledge a' tho IIleyant 'act.. -.------1.-----.... __.__.__.__u' ----.-~--------~---..-.. ....-----.--- -.---- - -----.---.----.- ITEM ' NUMBER ! ---I~-- r---iio. ROS~;;;o-;'~-'Av'~~ue Borough of New Cumberland Cumberland County (See Appraisals attached) TOT At (AI.o onlor on lino I. Recapitulolion) II( more space is ne.ded, insert additional sh..ts of lome sin.' REY.UOZ EX. IU.I!l1 It~'~:~to ....\Vu. COMMONWlAlTH Of PfNNSYlVANIA IUHUutANCf fAI REtURN '_:,. _~~~~~!~__!..pJ_~J.D_I~k~.cc::_:__ EsTATtOF Golen B. Brandt ,__,,'__'__'~_~ _n.__._ _.,._______.._.._____.__ 2. Lot V1534 Towamensing Trails Poconos __.NN~____ SCHEDULE A REAL ESTATE ------. ---_.~_......_- " -- - ----.--...-...- ---._---_.. ,:-_:1:: 'Fli:E"tfUMBER '.' 21-96-1001 -.--.---- ........--""-- _ .....__N_______._._..._._ DESCRIPTION VALUE AT DATE OF DEATH - .-.---.-..----- ---- --- - 77.000.00 6.000.00 , , I I , I , I , :s ~ B 3 .00lhQ.Q.... lIv.1l01l" 1....1 ~.~.~ ~.gw;;. COMMONWfALTH O' 'lNN!V1.YANIA IHHtlttAHCf TA.. .nUIN .UIOtN' DIClOIHT SCHEDULE B STOCKS AND BONDS FILE NUMBER ESTATE OF 21-96-1001 Galen 8. Brandt IAII proporty lolntly.ownod wllh Right 0' Su,vlvollhlp muat bo dlado..d on Schodulo F.I VALUE AT DATE OF DEATH ITEM NUMBER 1. DESCRIPTION 6.261. 75 SEE ATTACHED 'I! iI ~ ! ].1\ , "-j -"J TOTAL (AI.o onlor on IIno 2. RocopilUlollon) (II more space is n..d.d, ins.rt additional,h.ers 01 sam. size.} S 6.261. 75 FEB-II-97 12,61 ~ROM'EVP SVSTEMS 10.3103944909 PACE 212 i.tato V.,..ttan - p_lng OltO: OZlI1/9T ._ of _Itl.. 1 -- Oly/lnt _It'! HI.JAIk LOll/lid rJ~ 1<<11. Accrual VII.. 95.5 910.25 H/L 9Io.e75ooo 6.261.7'5 16,261.75 SO.OO Eotat" of I Gal.. lIteNft Oa~ "f _<Il' 11/0"116 Val"llan o.~. 11/01/96 $1_ 01- 'at _It'! _tlptlan 1) 66 CIOIIIAIL IIIC cZ0986410n 11101/96 Iff.. Total . $OClrltV Values: Toul . ~\I. Toul Potdollo Val.. · 16.261.75 'CV"ll '" '.U. Co .:<' ~ n'. ~..) ." . ',"/I.:". :O~H.\ONWr AU" f)! !t -lll\t('f'jlI.U!A \rtHfll'AUl l . ~ I ;; f "IRtl __ _ :.~'It'H"C^I.~I_:I~,!.._,_- T TE OF SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Galen B. Brandt 21-96-1001 .- _...--....._'"--------.-~'-- - ---_.----- ~ AMOUNT DESCRIPTION ITEM NUMBER A. ; Funoral Exp.n.... B. 1. 2. 3. 4. C, 1. 2. 3. 4. 5. 6. i. 8. Stone C. Murray Funeral Home - Services 4,926.00 I ! I Admini.tratlv. Co.lI: I PNC Bank, N. A. 5,730.00 Personal RepresentativE' Commissions Social Security Number of Personal Representative: Year Commissions paid I I Attorney Fees - Stone c. Stone 5,700.00 . Family exemption Claimant Gladys E. Brandt Addre.. of Claimant at decedent's death Relationship Surviving Spouse 3,500.00 Street Addre.. City 110 Rosemont Avenue PA Zip Code 17070 New Cumberland, State ~ Probato FeOI , i \ Mlscellan.ous Expen.es: 8,476.57 SEE ATTACHED SCHEDULE TOTAL (Also enter on line 9, Recapitulation) (II more spae. Is n..d.d, Insert additional shilts af sam. s....) s 28,332.57 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. ESTATE OF GALEN B. BRANDT SCIIEDULE "II" MISCELLANEOUS EXPENSES Dick Gibney Real Estate - Fee Re Appraisal 250.00 George C. Clouser, S.R.A. - Fee Re Appraisal of Real Estate 250.00 Stone Lafaver & Stone - Reimbursement for payment of Probate Costs 244.00 Stone Lafaver & Stone - Reimbursement for payment of legal advertising 125.20 Register of Wills - Short Certificates 36.00 Towamensing Trails - 1997 Assessment Fee 150.00 EVP Systems - Fee for Date of Death Valuation 10.50 Nationwide Mutual Insurance Co. - Homeowners Insurance premium 92.78 Pennsylvania American Water Co. - Utility Service 37.10 22.46 Bell Atlantic - Utility Service 237.00 UGI Corp. - Utility Service Pennsylvania Power & Light Co. - Utility Service 33.19 Dew Forest Homes - Fee for survey & Perc Test for lot at Towamensing Trails 1,175.00 Borough of New Cumberland - Sewer & Trash Fees 53.06 Nationwide Mutual Fire Insurance Co. - Homeowner Insurance Premium 93.60 Claude C. Wolfe & Associates - Expenaes Re: Sale of Personal Property 5,166.68 250.00 Fiduciary Taxes - Estimate Orphan's Court of Cumberland County - Filing fees 250.00 TOTAL MISCELLANEOUS EXPENSES 8,476.57 v. ~ GALEN B. BRANDT I, GALEN II. lIRANDT, of the 1I0rough of New Cumber- land,' County of Cumberland, and Commonwealth of Pennsylvania, being of sound mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any former Wills or testamentary dispositions heretofore made. ITEM I. I direct that my hereinafter named ExecutriX pay my just debts and funeral expenses as soon after my death as is practicable. ITEM II. I give, devise and bequeath all of my estate, real and personal of whatsoever kind and wherever situate, to my wife~~ E. BRANDT, provided that she sur- vives me by thirty days following the day of my death. ITEM III. In the event that my said wife should predecease me or should fail to survive me by thirty days following the day of my death, then I give, devise and bequeath my estate as follows: A. I give and bequeath to my daughter, BARBARA J. BRANDT, my antique rocking chair and antique lamps. B. I give and bequeath to my daughter, PATRICIA G. BRANDT, my antique cradle. C. All the rest, residue and remainder of my estate to my daughters, BARBARA J. BRANDT and PATRICIA G. BRANDT, in equal shares, or their issue per stirpes. ley)O cJtk".1a..,." .5':b:.:,...,,, ~ ./:0 Jio .to CLfLv.. )6.,~tL .~ /j~...Ls.<.~, ITEM IV. T appoint CUMBERLAND COUNTY NATIONAL BANK AND TRUST C~IPANY, of New Cumberland, Pennsylvania, guardian of any property which passes, either under this Will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parentis ability to provide for such support and education, or to make payment for these purposes, without further responsi- bility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM V. I appoin t my wife, J'.A J.4E E. BRANDT, -fJP,..k- Executrix of this Will. If my said wife, ~ E. BRANDT, fails to qualify or ceases to act for any reason, I appoint CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY, Executor in her place. No fiduciary acting hereunder shall be required to !ALtr post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I, GALEN B. BRANDT, have here- unto set my hand and seal this ~tl day of ~X" , v 1972. ~ Bc!ia~~ (SEAl SIGNED, SEALED, PUBLISHED and DECLARED by the Testatrix, above named, as and ~or his Last Will and Testament, and in the presence of us, who Ln his presence, at his request and in the presence of each other, have hereunto set our names as witnesses. ~@~,~k/~.!~~ ress ~~.., \\,--~o~... ~, R, ress A Prop""VAdd'o" 1'10 Rli'JIIIlJIlT ,WI C"VNI W I UtlllfllLI1tHI Slalo P,. Z",Codo 11010 LOQIIIDosc"Pllon AITACHUl Coonly LII1111FRI IINII ~orsP..c"'No 25-25-0006-422 I" YI'" 19% liE Ta..,S IIno r'. I. SpoallAsse,som1sS I Ballower N IA CIIIll!nIOw"" I ,(II I II HI/nfllll Occul"nl Tonanl Properly 'rQh" npprn"ed X roo sImplo lo."'I,,kl P,ojOCl IVI>O Condom,mum IIIUD/VA onlvl 1I0AS ~'borhOod or PrOjllCI N.,mo III W (IItll'l r~1 AllIl Map Iloll',on,:o' CenSO' Iracl 107 Snit) PflCU S U/iOnlo 01 5alo U/I' l)l.~,r;f..M)flard S .111'0.11\1 of IO;1f1ch.1".'s/cOfnCl!SWl'lIO ho pad by !tl.>Ilt'f U/('\ lo"II'"CI'1Il1 IS TA II' (,I r,AII!!J~M~IIJ...____~~-'-/" ~'llIlnl II ~R(1111 R. 11111',1 (II F I (r fl. I tH H.NV AllIlIa"o, II I CIIiWII W. 'r1I1Il1. lukll"'''" .",11\ 11,~j-:(--;-:tI.I' I. .111" ". Ii,,,,"1 PIli".. ", Illll localiOll U'han X P,edomlnenl Single lomlly houSing Pr..enllond u.... l.8nd use chonge PllIe[ An[ r:l 0 1l0lUOI) X Ow, IS"" l-' occuponcy 'mOll! "',,, I)" lam,lv -LQQ.... I.!.J Nol Ilkolv likoly Orowlhrnlo Ollao" lil l1]Ow"" .--0-'ow :", ~..llal1lllv OlnlJfOCOSS PrOfWfly 1J"ltlC. 0 h\CfC.1~lI'U IT] [] TlIl1:!"t (JI) llll)h Mullt.lilnllly To Oomnnd/&l.JPDlV OShOfhlQO rn Illv,u:.ln'IO ~'l +.,' pwdormn.1nt '. ComnW11Cl.11 MnrkolulQ tmlO UrOOf 3 mas V,tUlllICh" ~\l;1 n I) (: 0 Vacnn' /IN>. Note: Roce and Ihe rDclal compollllon of the neighborhood are nol appralul 'aclora. NOlghborhOOdboondonosondchoroc,crl.,Ic. tlEIGHIJORHOOI1 IlOUtlllARIE, ARE Ao:. I III LOWS: PA. IURtlPIKE 10 HIE SOUTH, SUSQUEHANNA RIVER EAST. LEMOYNE IJOROUGH IINf NIJRHt ANIl LMP IIIl L IWI 10 IIlE WEST. Foclor. lhol ollccllhe morkolob,hly ot lhe lJfopcrtros '" Ihe ""'Ilhbo'hood 1I"0"n1lIy 10 employme,,' and o"",ml.,.. e,,,ployr,,,,nl ,'oblhly. appeollo morko.. olc.l: THIS NEW CUMBERLAND NEIGHBORHOOD IS COMPRISED PRIMARILY nF PROPERIIES REFLEClltlG SIMILAR . QUALITY, DESIGN. APPEAL AND tlARKETAIJILlTY TO IHE ~.UIJJFCI FROPEPIY. ,WATlAIHI.IIY FOR HUS NEIGHBORHOOll ARE ALL PUBLIC SERVICLS COIIIJINI'I1 WIIH IOVERAGC j\eCES, 10 EMPLOYMENI, SHOPPING. CHURCHES AND 5CHOOLS. Markel cond,'IonS ,n lhe subjecl ",,'ghborhOOd Ilreludlrg supporllor lhe above corelus.,ns reL"od 10 lhe "ond ollJfopcrly volues. dornond/SUlllliy. and morkotlrglirnc _ . such os dolo on competltlva proporllos lor solo'" Ihe no,ghhorhood. descllptlon 01 Ihe p,evalence 01 salos ond "noncing concosslons. ole. I: THERE ARE NO fORESEEABLE ECONOMIC TRENDS WHICH NIGHT SIGNIFICANILY INFLUENCE THE MANVET CONDITIONS Itl THIS AREA. IHE CIJRREIH t10RlliAliE NAPKET nfl EPS A WIDE VARIETY Of CONVENIIONAI. Aim GOVERNMENT LOANS WITH COMPETIIIVE (~NUAI PFRCENIAGE RATES. IplOJetllnlorm.tlon lor PUOs lit opplrcoblol- -Islhe devclopcr/bul\dor in conlrol ot Iho Horoo Owners AsSOClOllon (HOAl? o;;TI No Approximolo 10101 numbor 01 units In lhe subjecl projocl Approxlmolo 10101 number 01 unils tor solo In lhe subject project · Oescnbe common elements nnd recreationallaclllties: Commenlslopparonl adverse o.somenls. oreroochmonls. special ossossments. sIldO oroos. IIIogol or logol nonconlorm'rg zon,rg uso. ote.!: THE RE ARE Nil APPARENT ADVERSE EASEHENTS OR ENCROACHMENT) THAI AFFECT THE SUBJECT PRUPERIY_ Dimensions 50 X 150 H/L Silo oro. 7,500 SQ. FT . Cor"'" lol 0 Vos I]] No Spoc,llc zonirg clossrheollon and doscnplion RFSIllEtH IAL Zoning compliance m Legat 0 legal nooconlonnlOQ (Grandlalhered use) No zomng H hest & best use 3S irrcroved: )c Present use Other use (explainl Utllltle. Pubic Olher Oll.slte Improvements Type Prlvolo Elcclncily ill Slrool ASPHAL T Gas I]] C\JIb/gullor l.OtlC~'l TE Wolor ill Sldowolk COtlCRE IE Sonilory .ower I]] Strool hghl. E L E C T R I C Slorm '0_ X Alloy OENERAl DESCRIPTION No. 01 Units ONE No. at Slorlos 'iiNE TypeIDet./AlI.1 DE TACHE Design (SIy1o) RANCH Exlstirg/Proposod E X I S 11 N Age tYrsl 60 H/L Ellocllve Age IVrs.1 40 ROOMS F~r UMrg Boscmenl . lovell X lovel 2 EXTERIOR DESCRIPTION Foundotion C IB Exlerior Walls S Il1 IN r, Rool Surloco SHTNGLE Gullors & Ownspts. YES Window Typo 0 ill Storm/Screens YES Manuloclurod House tlll Dining Kitchen Den FOUNDATION Slob NfJlIE Crawl Spoco PiW I I,.L Basomonl PA~' I TAl Sump Pump tlOt~r-: Dompnoss NONE SeWemonl T yp, CAL Inloslollon IIt~K NnUtI Family Rm_ Acc. Rm. Bedrooms X X FiniAAPd mea above crade conlains: INTERIOR r..t:.te,loJls/CUI,uit;o.1 Floors WOOD. V IN/AVG. Walls Tllm/Finish Ilolhrlou< Bath Wainscot b llooms: , Bedroom!sl. LEAiihlu ~1~HcNt.JUltJ.IATllL Type BBHlJ Relllgorotor 0 No"" Fuel Range/Oven ~ Slairs Condition I Disposal 0 Drop Stair COOUNG DrshwoshOr 0 Scuttlo Cenlral Fan/Hood 0 Floor Other MlClowave 0 Healed Condition Washer/[)yer Finished L U H I AdditioMl fealures (speCial energy cllicicnl items. etc.): Topography LEVEL Slzo TYPICAL FOR AREA Shapo RFCTANGULAR Drainage AVERAGE Viow AVERAGE landscap'ng TYPICAL FOR AREA Driveway Surloco pAVlD ASP HAL T ApporenloosomentsNONE rEMA Spoclal Flood Hazard Aroo 0 Vos ~ rEMA Zone Map 0.'0 FEMA Mop No. BASEMENT Aroo SQ. Ft. f.72 .. FI"lshed - 0- Ceilirg WOOII Wolls BL on; Floor f.'ONCRf.ll Oulsldo Enlry N at l E INSULATION Rool Ccilirg Walls Floor None Uaknown o o o o o I]] N Bolhs laundry Oll...t' Arc. SQ. FI. 67. 103/ 3 1 I . IH 6 SQuoro Feol 01 Oros. Uv,ng Arc: . CAR::; TUf<A"t: DNa"" 0 ~ Garage o AlIoched o Doloched CJ Buill-In o Corport Driveway I Bolhls1: AMENIT IES o FlIeplacels)' ~ Palio W/Ruur- o Dock o Polen o Fonco o Pool It of cars x l.U . Cond,l"," ollhe Improvemenls. deprccrotion IPhyslcol. lunthonol. and oXlemall.repolls....odOd.QUOhIYOlconstruclion..omodel.ng/oddltions. olc.: II~ I L II I OR NEEDS TO BE REDECORATEO nNll SOHE OF THE pLASIER tllEUS 10 BE REPAIRED. REAR 8EDROOH HnS WA1ER STAINS FROH ICE BACKUP. tHERE ARE III) UUWN~.POTS AIIU SIlHE (JI 1I1E EXIERIUR lRl11 15 IN NEE\) Of PAINTING. Adverse environmental conditions (such as. but no' hmlt~ to. hazardouS wastes. toxIC substances. etc.l present in tho improvements. on the sile. or in ttY. Immedlolo vcinlty ollhe sublOCt properly.: HiE' APPRA I sr P IIA', till ,. tHli.JI.EIJGE fir frt~Y H,)i ,WIII1US I OtmI lIONS EXIS lING OR 011 THE SIJBJECT PROPERTY OR lJt~ ANY ',lIE \.I11111tl IIIE VIl.ltlll'f Ilr IIIE PRl1prRIY. "Mm,,. WOfm.. lnc': Jl"lWMN>V A.pnofl t4".... .1.1'_ ~T ()(,~,t '11(001 0'4J ......" 11,,,,.\11'11.1 IIIMnleMIUtFn1m 100<t fJ.' ESIIMMED SIIE VALUl $ ESTIMATED nr. 'nODUCTloN CoST.NEW.oF IMPnOVEMENTS · DW"lh'lQ1.036 5<1 F1.' $ 60.00 _ $ 6/. 1M) 612 SQFI,I$ 11.00 _ 11.-1.',1 EXIRA'S ~.OOO GilfnQ"'Cmoorl_ Sq File $ Tolal Eahmntod Co~l NllW PhvsIC'" rllllchon.11 Qt'flH'clilllon .-: 0 . \} r, I i [klrwpc..,ft1d Vollu" oIII1lUfOVI'"W'III11 "AS.I!\ Villuu 01 SIIII IrTllJro\'lllfv'l1ltli INDICATED VALUE BV COST APPROACH IIEM SUBJECT 110 ROSE MON T AVE Add.o!! NEU (UMBLRLANn Pt'olllmllv 10 SublOct 5uloa PrlCO Pflco/OfOllllllv. Area Daln aoo/or VonhclJhon Sourco VALUE ADJUSTMENTS Sakls or Finandng Concessions Dale 01 SalolTimo locnhon Leas_'F.. S,1l'ClIo Sll. V""" DcSl\ln IlI1d Aweal OJahly of ConslrucllOl1 Age CondlllOl1 Above Grado Room Counl Gross Uving Area 8asemenl & Finished Rooms Below Grade Functional Utility Healing/Cooling Enerw Elficienlllems Garage/Carpetl Porch. Polio. Deck. Fireplacels), ele. Fenee. Pool. ele. Nel Adj. (lolall 6.500 2.000 1 , 500 Ad/USled Salos Price 01 Comparable 7(,.500 $ 14. tOO- $ 16. ';00 Commenls on Salos Companson (ineludlng lhe subjoel properly's comp.libi"'y to Iho nelghbo.hood. olcl IIMJ ( (IlHPAIIAl-l1 f (l.O,F. n SALE c, UfRE COIISIOERED IN HAKWG THIS APPRI\ISAL. rifE THREE Cl.OSED S,ll.E3 01SPIAYED AliI: COtl'3IDERED TO hE nlf' MOST COMPARABLE ANO THE BESI INDICATIONS OF VALUE FOR THE SIJBJECT PROPERTY. ALL COtlP,lRABI E; AR SIMILAR IN STYLE AND SIZE THE ONl.Y ADJUSIMENIS ARE FOR TilE MAJOR DIFFERENCES THAT AFFECT THE VALUE. ITEM Dale. Prico and Data Source. lor prior sales within year of appraisal .u.ouo COIIII1ll'"1!) 011 Co!.l AIlP,u,lch lsuch as, 'soureD oi cost 0511mOlo. f..h.! 'Jllluo, Sflllilrn 'unl C.1lculi1hon nnd lor HUD. VA nnd FrnHA, tho f!sllrll.1ll!d rf!1ll:JlIlII'ltJ t'ConomlC hlo ollho properly): (JUt TO' HE At;E Ill' IIIE SIJIJ.lUT PROPEIITY Tltl' I USI APPf,'OAlIl I', NUl lI'>E(J. IIIE ACCRlIlO lIEPlirCIAr roll ,.; 1111 I II IlL I II NOT TIIPQ<,',IIUE TII r.rCURATlLY IALCUIAII: ("l (, PROl'II<1'I III TII['; AI,F. . $ in, ~ll,l [lImn..1 $ - $ - $ " $ COMI'AllAllLE NO I 109 IlOSEI10111 AVE NEU CUMIIERLAIJIl SAIIL BLOCK $ $ 91.65 11.1 PUBLI C RECORD ,'O.91j1l '>7.626 (,.500 n4.1 ,-.() CoMI'AnAOLE NO 2 ?2 UAVNE ,WE NEU (tIMIlERIArm 1 BLOCK ... ., !',-.,:\; $ $ 91.2011 PUBLIC RECORD COMPARABLE NO.3 10? UAYNE AVE liEU (1IIlIlERI AIW ~ BLOCK', ~'.C.'.I\'.. :.' $ $ 100.00 11 PUBLIC RECORD GOOO FEE GOOD AVERAGE RANCH AVG 60 MIL FAIR DESCRIPTION COIN NONE KNOUll 0-% GOOD FEE GOOD AVERAGE RANCH AVG 60 MiL EXCELLENT Total I Bdlms I B~ths . 5 I 2 I 1 B50SQ.FI.' FULL I I PART. FINISH' AVERAGE GHA 5TORI1 UNI IS GARAGE PA no NONE -I. 500 "('ISAdJJS~1 DESCRIPTION COIN NONE KNOUN 9-% (;000 HE GOOD AVFRAGE RANCH AVG fa MIl. GOon lolal I Bdrrns I BathS I .. H S Ad,Jstmenl DESCRIPTION COIN NONE KNOUN 1-% GOOO FEE GOOO AVERAGE RANCH AVG 60 MIL GOOD 101.11 I Bdrms I ~lhs I + H I Ad,a.... -4.000 -1 000 -[ .000 kll.1l I 8drms I B.1lhs 6 '3 '1 1. 036 SQ. Ft. FULL -0- AVERAGE GBBHU STORM UNITS NONE PATIO U/ROOF NONE 4 ' 2 I 1 150 SQ. FI.' 4 ' 2 I I 750SQ.Ft.' +2.000 +3.000 +3.000 FULL -0- AVERAGE GHA STORM UNITS NONE PATIO NONE -2.500 FULL -0- AVERAGE ELECT. BB SIORM UNIT S C,WPORT PATIO NONE +1 , 000 -2,000 SUBJECT PRESENT OUNER SINCE BEFORE 1905 COMPARABLE NO. 1 NONE IN PAST YEAR COMPARA8LE NO.2 NONE IN PAST YEAR COMPARABLE NO.3 NONE IN PAST YEAR Anatysis of 8l'1'f current agreement of sale. OPlion, Of' hsling 01 tho subteCl property and analysIs 01 any pnol' sales of sub;e.cl ard comparables WIthin one yeaI' of the date 01 aoorais&l THERE IS NO INOICATION FROM ANY PUBLIC OR MLS SERVICE THAT THIS PROPERlY HAS BEEN OFFERED FOR SALE UITHIN THE LAST YEAR. II;D:CATEO VAle. BV SAtES l"':'MPARISON APPROACH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. S 76. UU A II A' I im p M,Hk R n N/(i .. r Rt'O M t I I I' H,-i. r~/'; This appl'i1isal is m.1de ~i1S is" subject to lhe I'cp,1irs, alterations. insoectlons 01' concllfoos listed below sub,ect 10 completion per otans and soec"~txr Cond,lionsoIAppralSal: THIS APPRAISAL REPORT liAS BEEN PREPARED U[TH IHE PROPERTY IN "AS IS" CONDITION. I. REPAIRS ARE NEEDED OR REQUIRED. NO PfRSONAL PROPERTY TS INCl.UnfD IN IIfIS VALUATION. Final Reconcll"'tlOl1 THE MARKET APPROACH IS COtlSInERED TO BE IIIF bEST INll1CATOR OF VALUE FOR IIII'. IYPE ( PROPERTY AND IS GIVEIl THE GREATESI UEIGHT III IHTS REPORT. IIIE r:OMPARABLES LISIEO PROVIlIE · REASONABLE GOOO SUPPORT FOR THE FINAL ES TINA T E OF TIfE HARKE T VALUE. The purpose of lhis appraisal is 10 eshrn.lle the m.lrket value ollhe real properly IhallS the SUbJeCt althls reporl. based on the above Condlt1Ol'\S and the cerlilcahon. confnJet ard limitirq con:tllioos. ard ,",llkel value definition th.lt arc slaled In lhe allached FreddlC M.1C Fonn .139/FannlC Mae Form 10048 (Revised (, ~ 9 -~ I IlWEIEsnMATE THE MARKET VALUE. AS DEFINED. OF THE REAL PRDPERTV THAT IS THE SUBJECT OF THIS REPORT, AS OF JfltlUAf,y .; 1. 199; (WHICH IS niE DA N PEenON AND niE E en DATE OF nilS REPORT) TO BE S 7!.. 000 APPRAISER: SUPERVISDRV APPRAISER (ONLV IF REOUIRED): Sionnlure 0 Did 0 Did No' 1997 N.lme 0.110 Rfloort Sinned Stille C(lftlflC.lhon II Stote In.pecl Property 510'01',1 PA 'OIm,A Wnfm, III(: n . JI~Wl~'''~ A'f'nIttt 'j"... ""'''0 l,;1 ('(,~11 11"0011<11 .S4S ',Inr.." M.l" '(Jfm 1004 6 ll'm .1,1I'''~1 , ... 7-0109R-l LInd u.. cIIo~ l.xJ, No!"~ Cl...... I ] ~ PfQOMt To: Ii S' :; r; I'l 'I: I~ 3 It: e........ ,0 '!~ ::; :~ :~ -----........., 6 _0: 3 -"1: ~~_ _J,064_~_......~.....!._ '10 INTI!AIOA "._"""""'" H"TWO kITCHEN .cJlIIPj-- _me _ ....ENm.. . _ CAA .TORAa., V -- HIo.t!JVin.L Av Typo HotWat ...""".. None "-'1' None 0 ia w... PL anelAv""" Gas_ A.....-o- tK...... = P... Ongo Iii T_ I'b:xI Aveo.-.. Gocx:I _ ~ _.... Oodo __ ,r/ B...""" LlL...invl Av CCOllHa -_ _ fit "'"" LX 00_ 'ST Iv ~ I B... W._ None Conhl F.~_ ~ """ t-...... ....In . Coon ~ Av 00... ,P!5g_ ,,_.. ~ Ho.... f-- PoOl ,_ h Kit FIr: Vin Av Con<Ib, w._........ .......... I _..., Concrete I;' ;:;~;-~":':~';i~~"s~ -~J~~~~~i, 1l~=~~~_~~~ritc~~~!gJp,- /6 ~OI"''''-._...__""._.__..,oIlyOl~___.~, .RIID~I!__ ,. .1lJ;yle clwelliJlg in avg. condi1Jon. Ph'y!?ical - d~reciq~i.on dt!e to aoe aOO concU.tion. FU!lct;i9!Lql I - none. External - no adverpe Ipcqt:JoIl9!_featu+es noted. ~' S GENERAL DESCAIf'TlOO EXTERIOR DESCRIPTION No. 01 U,,", One -... ConcrBlock No. 01'_ One _WoIo Alumin T...'Ooll'" Detached -_ Asch/ShngJ. 00",", (."", Rnch ""- . ""'- Aluminum -- E:Kistin~ - T... DoubleHUJ'!q -"IV", 45 ._ Screens .n""", ~ IV..., 15 """"""'" Hou. No AOO". "- lM'o "'"" ....... FOuNDAnON .... Corol "- o 37% 63% No No Evidence No Evidence No Eviden~ ......ENT ~'Sq.R "- 672 o "SUl.AllON - "*" r- Averagl.x AveraglX Averag X e_ "*" WoIo """ None """- ..... Pump WoIo CBloc """ Con n._.".., No D........ So........ Inr.tta:aon Don F."",... ..... IOn -... , nn. Uurd-t 0Iw Storaoe Art, Sq R 1 1 1 3 1 672 1064 , ...... -- ~..._.._"'......... (-... but.... --... -..._..... __ ...,..... h... "'_ on......... h... _.......,..... -- -, N:one Im~ - QfPraiser is not gyalineq to d~ect S\!ch substances, ,~ FUrnace aOO termite certifications suooested should or be marketed. f"'dde Mac Foml 70 15-03 "'TOT At- .pptMI.!lOflw.,. by . .. modi, he l.aCJO.AUMOOE P....OE 1 OF 2 F.nrW ..... Form 1004 1.ll v.luollon lIoc:tlon i' ESTIMATED IIlI VAW! .., lST.MATEO RlPROOIJCnc:It COS1~EW.()I' lMPRCNEMENT8 ~ D_ 1. 064 .." .. ~Jl(L ., ,T _~12 .." "---. , ~ UNIFORM RESIDENllAL APPRAISAL REPORT Fill No. 7-0109R-1 . . . n7? I (;)00 Commonts on Cost A.ppr08ch (auch I', loOurcl of COlt ..tlmlte, arte valul. IQulr. loot calculatIOn and tor HUD. VA and FmHA. \he estlm.'ed femlin1no economic lIt, al thl property): Source of Costs - \o\arohall Valuation sCrVici-aiiCf~l c:ontract:Or~~:---- ,_ ~~, 169 --_.~ --.. -. - .-.------..------ E'Bti.ireitiirr~inu1g -ec:o~<i~ilfe Q~ _tDL. dwelling i!3)!i Y~!l'- ___n__' _n.----- TuW ~.-.d COlI...... ---- .. --- - 69"-1"60 --~~..- .,-- ~.. ........ .- ........ .,._ ~OJ74~____--\_._----" Iq P\. II A :> .,......,...... \~ \~ ""'~Ol ""..- __.. ...........'" _olOW __ ...._...nv............ _ ............-_....,."..OW ..".. ~ The subiect ~is an CMler occupied one stoIV dlrellinq with rear porch. No prior sales within one vear. Date of Insoection 1/21/97: Date of value 11/1196 INDICATED VALUE BY SALES CGII?ARISDN A~PP.CACH ' INDICATED VALUE BY INCOIIE APPROACH 1"...-...' ..-.... "-,,,.., NA /MO.' 0..."",,,- NA .. I"~, rno,-"""m... X ...~ -"..._."""......-."'--""'" -"......"".........""_...... ,Co<_O'~ Insufficient market data was available to process the Inc:ane AIXlI'oach. I !~ -;>;;__, The Coot _h is _"'""'" "'" "'"' "' . "hook foe tl>iB__"" "'" "",ica11, I" "" tho """" llruit of 00100- The """' """",,iBon _ is d..... - rellab1' "'" 01"'" "1 N(!8test weiqtlt. Ih Tho ........ 0'.... ........"" ._." ow m_' .ow........ _ ...,.... _0'........... _on'" __""ow-_..-""'''''''' \' _.""m_.........-...'........."....__"OC""""430........."..""""""..I- ' 'i I (WE) ESTIIIA TElliE IIARKETV ALUE, AS DEANED, OFlliE REAL PROPERTYlliA TISlliE SUBJECTOFTlIIS REPORT, ASOF 11[1/96 ^ \WHICHISlliE TEOFINSPEC~~""m"...."'.." ",ooe \.; APPRAISER: SUPERVISORY APPRAISER \ONLY IF REQUIRED): ,) ~~.... . _ !"<>".... 0"'" 0""'''' \" ._ """"" C _ OC. "'" .- -- -- D.. -_;.,;;, D." -- .'!" Co<1b"'" GA.QOO?l~L .... p~ ~ c;..wb~~ ()o ..... "".... . 5". ()o 5"" ....- ' .--- .-.-----..--------.--- --~---- __.___20,7.48 ., _____.58,412 ., ___.~,OOO ., 77 412 COM.AAAIIU! NO , 22 wayne Avenue New cunberland --.---- -_.-._--------------~-_._- DtClflCU~ v.... ot ."...G_.,.... .. , \. . Ii, l : .. AddrttI I": -- ~.':~ .!'OtI1\lt1b~ !-' s.... P'l1L>> \"-'i ~Pno.~Ot.NM ;,( Dlta.~ :i. " V.,u1On ~ :; vAWE ADJJsn.t!NTS SaII'OI~ ,.~ Oa" 01 aawn- ",,""" .~~- c.cNPARMl! NO , 109 Rosemont Ave New ~rlgpd . c. . DE6CR11F11ON . (.)1 ~ Conventional \ 60 \XM 10/96 ' fgU8l Fee SinP1e EQual Eaual Rnch al 1e -.: 0. a /l,2' \. ... " ~:. CordIOn ". To'" 45 -5 000 Su rior -5 000 su ior -5 000 T.... ...... ..... T.... ...... ..... 4 2 1 4 2 1 +7 700 672.. f\ +9 BOO 672 ... f\ +9 800 -2,000 Storage Storage Mma 0.... 1 1 75680 A storage(FR ToW Mm' s.... 631 1 064... f\ Storage o """ GIodo __ COurI ""'.. - o...mlfll& f'I'iIt*i Rooml s.mr QrIdI 5 fc ',0 ,u .f' A I~.' """""'" lU .... .0 111 E_-' I~A 0." Ifl)OI\ hI P"""P'''.'''' .~ ~.)..u V. .~,Pod.'''=- a 1 1I -2 000 fqUal GHA fqUal 1 C net EqUal al al GIlA Insulation None Porch -3.000 -4 000 Nol 2 300 + . S 1 200 4 800 0' eom_ I~fffl',li . . 80 700 .,.; S 73 800 S 77 700 i eommonllon_eom...-_OW..t;od..-t(......"""'"...,""'...........".,: sales used were all reasonab1v \' .;. similar ranch s 1e dwellin in the sarre nei rhood and sub.ect to reasonablY similar ....2!]'enities. Pdiust:rrentB were based on market extraction and or 'ud nt. The indicated value . _r~ge on the abo\1e arid exteOOs fran $73.800 to $80.700. The indicated narket value is L, ~inated to be less than the uooer errl of the value ranae and at $78.000 with areatest weicht Ii on sale 1. , :.,..,. !ll.8JECT COOo\PMWlU! NO. , COMPMWlU! NO. . COM.AAAIIU! NO. , I: i D."....... .... _ Not Not Not Not \ ,.,..... "'..... ..... Applicable Applicable Applicable Applicable t ,: .,.tlIW\ lfollOP'l'" NA 78.00( .... ,.rrit "... Form tOO4 t.( ..." I', ~ Mac Form 10 .03 "'TOTAl.- ~... 10""'... by . " ~,I"CI ,.aoo..u.AMOOE "....r.,...,. , - PNClTRUST TEL No.730-2254 Jul 30.97 13:33 No.004 P.03 CLAUDE c. WOLFE .. ASSOCIATES AUCTIONlflUlS . lfSTAllf A""tilISlfIlS 113 OLD FORD DRIVE CAMP HILL. PA. 17011 PHONE 737-Q73A Ewnlngl \'ubLh: 5.1. Estate of Galen B. Brandt I).te Mav 3. 1997 Addrell ~arsh Run Road. New Cumberland. PA Grall Amount of 5.1. $ 18.650.00 F.XI'F.IlSts Shoppcrl Guide, Adv. And SALe 8illl r.triot New. P.xton Herald York Papers Other ^dv. - Lancaster Forming Other Mv. Security l'oUc" Tr.vC' 1 Expenses Sign for Houu Fumig.tion .nd St.te Sell aeliltr'cion ~uftbers AlIl'ra{sal Fe. - 40/8 Trailer ...L.Clcrk. at 70.00 e.ch 3 P.llTlnerl.t 70.00 each - L.bor ~~le oreoaratlon - 61 hours @ $7. L.bor ;:James Gordon - sale day Labor Co_iuion . t 8 '1. Tot.l expense for s.le of perIanal item. Klcal. ved Payman t Gran Real E.U te Salt. Real Elute Commillion 259.15 170.40 180.90 10 nn 50.00 210.00 210.00 427.00 80.00 1.492.00 3.0B9.45 Cl.ude C. ~olfe A.,ociata. Claude C. ~olfe \J~y... ~~~ ~' PNCtTRUST TEL No.730-2254 Jul 30.97 13:33 No.004 P..02 CLAUDE C. WOLFE & ASSOCIATES AUCTIONBlUIS 1 /!STArs AI'I'IIAISBRS 113 OlD FORD DRIVE CAMP HILL. M. 17011 PHONE 737-0734 [vlnlngs ~7- ;Z)- bO Y'~ //IJ.;l.?o ~ rubllc Salr Galen B. Brandt Estate !late Mav 10. 1997 Addreaa" 110 Rosemont Avenue, New Cumberland, PA Cro" Amount oC Sal. $ 8.3B7.00 EXPENSES Shoppera Guide, Adv. and Sale Bills Patriot New. Paxton Herald York I'apera Other Mv. Other Adv. Security Pollee Trav!'l Exp,n,.. Sign tor HOUSll rUMI ga tlon and State Sea 1 Rasl.tratlon ~uMb'ra A1II'ralaal Fn -LClerka at 75.00 each -LRunn,ra at 75.00 ,ach Labor Sale preparation - 59 Hrs. @ $7.00 Labor Sale preoaration - Sale dav Labor Commiulon at 8 '4 Total expen.e tor sale at personal Item, Received Payment Gro., R,al E,tate Sal. Real E,tate CoMmission $ 8,387.00 Auction gross -2,077.23 Expenses 6,309.77 Net -4,527.00 Checks 1,782.77 Owed by auctioneer 259.15 264.12 25.00 10,00 10,00 225.00 150.00 413.00 50.00 670.96 2.077.23 Claude C. Wolfe Associatea Claude C. \lolCe \,J Jvt,,,, v... c.Q.~- ~ '" ~4 ,-_' COMMONWEAlTtI OF PENNSYLVANIA DEPAflTMENT OF REVENUE BUREAU OF INDIVIDUAL TA~ES DEPT 280601 IiARRISDURG. PA 17128.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT *.~' :11 .. . No.j\A211597 m:V.1161 tit {1l.901 RECEIVED FROM: I ACN ASSESSMENT CONT ROL NUMBER AMOUNT PNC BANK NA SUCCESSOR TO CCNO 101 is. aO~I. OL 4242 CARLISLE PIKE CAMP HILL, PA 17001 rOLD H[AE . rOlDH[nr ESTATE INFORMATION: FilE NUMBER ii! I - 1~.oo4l:)O.l NAME OF DECEDENT (LAST! 5SN-1..~..Q....Hl=S:a~i? (FIRST! IMIl _BRANo:f..-.G~~ DATE OF PAYMENT a '01 '97 POSTMARK DATE 0/00/00- COUNTY TOTAL AMOUNT PAID $5,384.0b -CUl'lBERLPNp DATE OF DEATH SEAtCHECKII 354782 ( ,./ RECEIVED BY ..... 'I'I..~' , oJ.j /L MARV C. LE/ ISJ.I',U: /{r/.lt:... REGISTER OF WILLS SK REMARKSpNC BANK NA , (; ..,' . "I' :.......J .......-..- ...... ---.. ---7-'-- '" \. '. , . ..... . 'r , --. __._-~"------...M. ~- . - . ---- 4. - "I .. ,.:. " I 1-< / -I.:i ..- 1/ BUREAU OF INDIVIDUAL TAXES IHIlUIIAHC[ lAll DIYISION DEPf. llObO. tllARISBURG, PI. Illla'ObD) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INttERITANCE TAX APPRAISEltENT. ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSltENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-10-97 BRANDT 11-01-96 21 96-1001 CUMBERLAND 101 LINDA J LUNDBERG PNC BANK NA 4242 CARLISLE PIKE CAMP HILL PA 17011 AMount Reid t hd (/ 1l;J~ "'.1'-'''''' Itt.", GALEN B MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .. iifv:i54TEif-"FP-iiJF97Y-ii(ji''icE--oF-YNHEifi;:ANCE-~fAx-A-P'piiiiisEHE'ii'r-;-"Li."OWAiicE-ijli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BRANDT GALEN B FILE NO. 21 96-1001 ACN 101 DATE 11-10-97 TAX RETURN WAS, I XI ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule AJ 2. Stacks and Bonds (Schedule BJ 3. Closely Hald stock/Partnership Int.r..t (Schedule CJ 4. Hortg.gas/Nota. Raceivabl. CSchedule DJ S. Cash/Sank Oeposits/Hlsc. Parsonal Property (Schedule EJ 6. Jolntly Owned Property (Schedule fJ 7. Transfers (Schadule GJ 8. Tot.l As..t. I CNANGED III 121 131 141 (51 16) (71 83.000.00 6.261.75 .00 .00 2B,939.67 .00 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Costs/Hisc. Expanse. (Schedule HJ 10. nabts/Hortgage Llabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of r.x Return 13. Charitable/Governmental aeque.ts; Non-elected 9113 Trults (Schedule J) 14. N.t Value of Est.te Subject to rax NOTE: If an assessment was issued previously, lines reflect figures that inc1uds the total of Abh ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rat. 115) 16. Amount of line 14 taxable at Lin.al/Cla.s A rat. (16) 17. Amount of Line 14 taxable at Collat.ral/Class a rate (17) 18. Principal Tax Due TAX CREDITS: PAYltENT DATE 08-01-97 RECEIPT NUltBER AA211597 DISCOUNT I + I INTEREST/PEN PAID I-I .00 28.332.57 134.54 1111 1121 113) 1141 (91 1101 NOTE: To in sura proper cr.dit to your account, submit the upper portion of this forn with your hx paynent. 118,201. 42 ?R.467 11 89.734.31 .00 89.734.31 14, 15 and/or 16, 17 and 18 will returns assessed to date. .00 x .00= 89.734.31 x.06= .00 X .15= 1181 AltOUNT PAID 5.384.06 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 5.384.06 .00 5,384.06 5,384.06 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYltENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORIt FOR INSTRUCTIONS. I RESERVATION: [statls of dlCldlnts dying on or blforl DlCI.blr 12, 1982 -. If any future Interlst In thl Istate Is transferrld In PO..ls.lon or anJaY~lnt to Cla.s B (collatlral) benlflclarle. of thl decedlnt aftlr thl IMPlratlan of any Istate far life or for years, thl Coe.onwlalth herlby Ixprl.sly rl.lrVI. the right to appralsl and a..I.. trans fir Inhlrltancl TaMI. at thl lawful Class B (collatlral) ration any such futurl Intlrlst. PURPOSE OF HOflCE: To fulfill thl rlqulrl.lnts of Section 2140 of the Inheritance and Estate Tu Act, Act 21 of 1995. (12 P.S. Slctlon 9140'. PAYK[NT: Dltach the top portion of this Hotlce and sub.lt with your pav.ont to tho Rlglstlr of Wills printed on thl rlVlr.1 sldl. --Hakl chick or .aney ordu payabll to: REGISTER OF MILLS, AGENT REFUND (CR.: A rlfund of a tax crldlt, which was not rlquostld on thl Ta_ Return, .ay be rlqUlstld by coaplltlng an "Application for R.fund of P.nnsylvanla Inherltancl and Estate Tax" (REY-IlIl). Applications ar. avallabl. at thlOfflc. of the Rlglstar of Wills, any of thl 2) Rlvenul District Offlcls, or by calling the special 24-hour answlrlng slrvlcl nu~blrs for for.s ordlrlng: In Plnn.ylvanla 1-800-36Z-Z0S0. outsldl Ponnsylvanla and within local Harrisburg area (111) 787-8094, TOO' (711) llZ.225Z (Hearing I.palred Only). OBJECTIONS: Any party In Inter.st not satisfied with thl appralse.ont, allowance or dlsallowanc. of dlductlons, or asse,s'lnt of ta_ (Including discount or Intlrest. as shown on this Hotlcl ~ust obJlct within sixty (60) days of receipt of this Notice by: .-wrltt.n protist to thl PA Olpart.ent of Ravenue, Board of Applals, Dlpt. 281021, Harrisburg, PA .-lllctlon to havI thl .attlr detlrelned at audit of thl account of thl plrsonal raprlslntatlve, .-appeal to the Orphan.. Court. 11128-1021, OR OR ADHIN ISTRATIVE CORRECTIONS: Factual Irrors dlscovlrld on this as.lssl.nt should be addrlssld In writing to: PA DIPart'lnt of Rlvlnua, Burllu of Individual TalliS. ATTH: Post Assu"lnt RIIVllw Unit. DIIPt. 280601. ttarrlsburg, PA 11128-0601 Phonl (711) 187-6505. Sel pa~e 5 of the book lIt "Instructions for Inhlrltancl Ta_ Return for a RI.ldent Dlc.dlnt" (REY-IS01) for an Ixplanatlon of ad.lni.tratlvlly correctabl. error.. DISCOUNT: If any tax due Is paid within three ()) calendar .onths .fter the decldent'. d.ath, a flvl plrClnt (5%) discount of tha tax paid Is allow.d. PENAL TV: Th. IS~ tax .anlsty non"partlclpatlon plnalty I. co.putlld on thl total of the ta_ and Inter.st a,sl"ld, and not paid be fori January 18, 1996. the flr.t day after thl Ind of the ta_ a.nlsty plrlod. Thl. non.partlclpatlon p.nalty I. appealabl. In thl .a.. .anner and In thl the S8.. tl.e plriad a. you would appeal the tax and Intere.t that ha. bl.n a.se.sed a. Indlcatld on this notlcl. IHTEREST: Interest I. chargld blglnnlng with first day of dellnqulncy, or nln. (9) eonths and one (I) day fro. the date of death, to the data of paY'lnt. TaXI' which blca~e dlllnquent b.forl January 1, 1982 bear Intlrl.t at the rate of .Ix C6~) perclnt plr annul calculat.d at a dally rat. of .000164. All taMes which blca~' dlllnqulnt on and aftlr January 1, 1982 will blar Int.rest at a rata which will vary froe calendar year to calendar year with that ratl announced by thl PA Dapart.lnt of Revenue. Tha appllcablo Intlrlst rates for 1982 through 1991 arl: ~ Inter..t Ratl Ollllly Intlr.st Flllctor !!!! Inlere.t RlItl Dally Inllr.st FActor 19BZ 2Qj( .000548 1981 'X .000Z41 1985 lOX .000418 1988-1991 I1X .000301 1984 1l~ .000301 1992 'X .000247 19&5 13~ .000356 199}-1994 7'1. .000192 1986 lOX .000274 1995-1997 'X .000Z41 --Intlr.st Is calculatld .. follows: INTEREST = BALANCE OF TAX UNPAIO X NUKBER OF OAYS OELINQUENT X DAILY INTEREST FACTOR .-Anv Hotlc. I.suld after the tax blco.'. dlllnquent will r.fllct an Intlre.t calculation to fifteen (15) day. beyond the data of thl 8..ess.ent. If pav~."t I. _ad. after thl Int.rlst co.putatlon dal. shown on the Hotlcl, additional Int.re.t lU.t be calculatld.