HomeMy WebLinkAbout97-00207
PETITION FOR PROhA TE and GRANT OF' LETTERS
t0J.::ilD - ~ 0:1.._
Estate 01 GIIY D. WCllijCJ.:.L__,__..
also known IIJ ___.____._____
No.
To:
Resister of Willi for the
. Dt<<uscd, County of _ (;111111"'''1"''0 In the
Social S<<urlty No. ,_--1]!:, -() J -l)', J J _ Commonwealth of Pcontylvlllia
The petition of the undersigned r~pectfully repr~enls lhat:
Your petitioner(s), who Is/are 18 yea" of age or older an the e~e<:uu.l'.._._____ nlUDed
In the last will of the above dl>Ct'dent. dated Nov,,,nh,, r' ')0 . t9~2L
and codlcll(l) daled N / A ___
(sate rde\t.Dl cltC\UlUtlltta, 0.,_ renundatlon. dealh or tlCCUIOf, etc.)
De<:endent was domiciled at death in Cum!!e rlano . . County, Pennsylvania, with
h is lastfamilyorprinclpalr~idenceat307 s. 24th Street, Camn lIill Borou~h
(1111 .tree!, .umber and m"ndpa1lty)
De<:endeot. then 90 years of age. died __ F"hru"ry 7 , . 19....21.-__.
II Holy Spirit Hospital, Camp 1Ii!]. I'A ..
Except as follows. decedent dJd not marry. was not divorced and dJd not bave a child born or adoPted
after eJtecution of the will offered fol' probale; was not the victim of a killlns and was never adjudicated
Incompetent: _..I.l.Jll;.eclent was a widower,
OC:ceodent at death owued property with ~timated valu~ as follows:
(If domiciled In Pa,) All personal property
(If Dot domiciled lit Pl.) Personal property in Peoosylvania
(If not domiciled In PL) Personal property In County
Valne of real ~tale in Penll.lylvania
situated as follows: 307 S. 24th Street. C~HUl
S 10,000.00
$___
S
$
100,0.Q0,00
110.QOO,00
TOTAL:
WHEREFORE. petitiooer(s) r~pectfully requCllt(s) the probate of the last will and codlcll(s)
presented herewith and the grant of lett~u testamentary _
(testamcnllry, Adminlllralion '.1.", ldmInUrraIion d.b.n..,I..,)
\heroo.
Da~ De os t Bank and Trust Company
'_ - . - J
1-1" - Mark B. lammond, Trust Officer
1 ?13 Market Street
, HarrisburR. PA 17105-2961
.....
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72 -:.-~
Robert ~e
...J.ll..lL.., Z 8 t h S t r e e t
Camp Hill , PA 170 II
=
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF Cumberland
The petitioner(s) above'lIamed swear(s) or arrtrnl(s) that the statements 'In the foregoing petition are
tnle and correct to the ~t of the knowledge and beUef of petitioner(s) and tbat 88 personal represen-
tative(s) of tbe above de<:edeot petitioner(s) will W~I~~~ EJm~~g to law.
Sworn to or afl1nned and subscribed ~ ~...-.4, "Ft). III
befol'e me this _ 77TH day of .-::-" _ I _ 00'
FURY ~9 97 ),. Yt:^- "'-.-.,.41, J ....... - ~ i
" . )7,r, ) '!- . ,..1/ I ..
/- \ l C -.:>' ( MARY CLEWIS Regl.lter t' ~
\ .:,:) ....... (J "" ) ".... '-...J I
No ',o] - 97 - ?07
,--
Estate 01 _
(;Uy u. WOIuwrl_
_. Deceased
DECREE OF PROBATE AND GRANT OF LE'n'ERS
AND NOW MAR C H 1 __ 19..22..-. In consldmtlon or lIIe petition 011
lhe revcne side bereor, satlJrlClory proor bavinl been presented berore me,
IT IS DEC1l.EED tbat tbe buuument(.) datod Nov"mbcr 30. 1996
deterlbed tbereln be admitted to probate and filed or record u lIIe Iut wlll 0" GUY D. Wenllert
and Letters Teatmnentarv
areberabyItlllltedto Dauphin Deposit Bank and Trust Company and
Rob.ert J. Trace
1i)P1(~~wf.IJl fJmth{J~, ,
R.... 01 ~
MARY CLEWIS
FEES
Probate, Letters, Etc. ......... S 2~5.00
Short Certlncata(2O) .. .. .. .... S 60 nn
.~~Oll ....""........: l'1:8~
l'bTAL _ $ 324,~
Jean D. Seibert, Esquire 1/4'17.!l._
A TfORNBY (SlIp. CI. I.D. No.)
PIled . ~~RG~, .3.,. J ~.9,~.. t. I............,
PO Box 1121, Harrisburg, PA 17108
ADDIU!SS
(717) 236-9301
PHONe
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(1) My sister, Alfnrata Dunn, shall have first choice
aa to any item or items of my tangible personal property
located in my residence at the time of my death.
(2) After my sister has made her selections, Dehlia
cain shall have second choice as to any item or items of my
tangible personal property located in my residence at the
time of my death.
(3) After Dehlia Cain has made her selections, carol
Joseph shall have third choice as to any item or items of my
tangible personal property located in my residence at the
time of my death.
(4) After carol Joseph has made her selections, Mrs.
.Tames A. Wright shall have fourth choice as to any item or
items of my tangible personal property located in my resi-
dence at the time of my death.
(5) Daniel shauffler shall have any item or items of
my profesoional or other equipment.
(6) After Daniel Shauffler has made hi.i') selections,
Charles Law shall have second choice as to any item or items
of my professional or other equipment.
(7) The balance of my tangible personal property, if
any, shall be divided equally between Atlee Keefer and Noami
prosser, or the survivor of them.
-2-
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.
,(8) Any property not distributed as provided above
shall be sold by my Executor as soon as practicable and the
proceeds added to my residuary estate.
~ijIRD: I direct my Executor to sell, as soon as practicable
after my death, my real estate located at 307 south 24th strset,
Camp Hill, cumberland County, pennsylvania. This real estate
consists of three (3) lots, improved with a house, garage and
carport. Under existing ordinances of the borough of Camp Hill,
this property cannot be divided for sale. Unless and until the
borough of Camp Hill shall. repeal such ordinances, any deed
executed by my Executor shall indicate the restriction against
sale of the individual. lots.
During the administration of my estate, my Executor is
authorized and directed to emploY carol Joseph as caretaker for
this real property, and for such services shall pay to her, as an
expense of the administration of my estate, a salary of nine
hundred dollars ($900) per week, beginning with the date of my
death and continuing unt.il the real estate is sold and settlement
has occurred, at which time Carol Joseph shall receive a lump sum
severance payment of forty-six thousand eight hundred dollars
($46,800), in recognition of her past employment by me.
Until this real estate has been sold and settlement has
occurred, my Executor shall also permit carol Joseph to occupy
rent- .ree the residence located on the premises, without any "" I
obli.gation to pay real estate taxes, expenses of maintai.ning the
-X" 1/
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apartment in suitable revair and oondition and hazard and liabil-
ity insurance thereon.
The proceeds from such sale shall be added to my residuary
estate, and shall pass as hereafter provided.
FOURTH: (1) I give, devise and bequeath all the rest,
residue and remainder of my property of every kind and descrip-
tion (including lapsed legaoies and devises) wherever situate and
whether acquir.ed before or after the execution of this Will, to
the Trustee of that certain Trust Agreement between myself, GUY
D. Wengert, as Settlor, and GUY D. Wengert, as Trustee, and
referred to therein as "The Guy D. Wengert Revocable Trust,"
which Trust Agreement was originally exeouted by me on April 2,
1996, and was amended and restated in its entirety on even date
herewith.
My Trustee shall add the property bequeathed and
devised by this Article to the principal of the above Trust. and
shall hold, administer and distribute such property in accordance
with the provisions of such Trust Agreement, as amended and
restated.
(2) In the event that the above bequest and devise is
ineffective or invalid, for any reason, then I hereby give,
devise and bequeath such undisposed property, up to the residue
of my estate, to be held, administered and distributed in aocor-
dance with the provisions of the aforesaid Trust Agreement
between myself, Guy D. ~l",nge~t, as Settlor, and Guy D. Wengert,
as Trustee, and referred tv therein as "The Guy D. Wengert
~'~' ~
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-4-
Revooable Trust," whioh Trust Agreement, as amended and restated
in its entirety on even date herewith (and immediately before the
execution of this Will), is hex'eby fully incorporated herein by
this reference and made a part hereof, the same as if the entire
Trust Agreement, as amended and restated, were set forth herein.
FIFTH: No person shall benefit hereunder unless he or she
shall survive me by thirty (30) days.
SIXTH: (1) I name Robert J. Trace and Dauphin Deposit Bank
and Trust Company as my Co-Executors. If Robert J. Trace is
unable or unwilling to serve, Dauphin Deposit Bank and Trust
Company shall serve alone. I direct that my co-Executors, herein
referred to as my Executor regardless of number or gender, serve
without bond in any jurisdiction in which called upon to act.
(2) Except as otherwise provided herein, if all of the
above persons should fail to qualify as my Executor hereunder, or
for any reason should cease to act in such capacity, the succes-
sor or substitute Executor shall be some bank or trust company
with trust powers, which successor or substitute Executor shall
be designated by the court having jurisdiction over the probate
of my estate.
(3) My Executor shall be entitled to recoive reason-
able compensation for services rendered and reimbursement for
reasonable and necessary expenses inourred. Each Co-Executor
shall be authorized to retain legal counselor other professional
advisors of their choosing to carry out their fiduciary duties
I
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and the reasonable coet thereof shall be paid as an expense of
administration from the residue of my estate.
SEVENTH: (1)
I give to any Executor named in this Will or
any Codicil hereto or to any successor or substitute Executor all
of the powers enumerated in this Will and all of the powers
applicable by law to fiduciaries in the Commonwealth of Pennsyl-
vania and in particular through the Pennsylv~nia Probate, Estates
and Fiduciaries Code, as effective and as in effect on the date
of my death, during the administration and until the completion
of the distribution of my estate. All such powers shall be
construed in the broadest possible manner and shall be exer-
cisable without court authorization. In exercising these powers
each Co-Executor may exercise separately and independently any or
all of these powers, provided, however, that no Co-Executor shall
be liable for the unilateral actions of any other Co-Executor
unless such Co-Executor joins in or ratifies such actions.
(2) My Executor is authorized and empowered to acquire
and to retain, either permanently or for such period of time as
my Executor may determine, any assets, including the capital
stock of any corporate fiduciar.y, or its common trust funds, or
its proprietary mutual funds, whether such assets are or are not
of the character approved or authorized by law for investment by
fiduciaries and whether such assets do or do not represent an
o':tll'(llmcentration in one investment.
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(3) My Executor is authorized and empowered to dis-
claim any interest, in whole or in part, of which I, or my
Exeoutor, may be the beneficiary, devisee, or legatee, by execut-
ing an appropriat~ instrument (in accordance with section 2518 of
the Internal Revenue Code of 1986, as amended, or such similar
section as may then be in effect).
(4) My Executor is authorized and empowered to sell at
public or private sale, or exchange, and to encumber or lease,
for any period of time, any real or personal property and to give
options to buy or lease any such property. Additionally, my
Executor is authorized and empowered to compromise claims, to
borrow from anyone (including a fiduciary hereunder) and to
pledge property as security therefor, to make loans to and to buy
property from anyone (including a fiduciary or beneficiary
hereunder); provided that any such loans shall be adequately
secured and at a fair interest rate.
(5) My Executor is authorized and empowered to allo-
cate property, charges on property, receipts and income among and
between principal or income, or partly to each, without regard to
any law defining principal and income.
EIGHTH: All estate, inheritance, succession and other death
taxes imposed or payable by reason of my death and i.nterest and
penalties thereon with respect to all property comprising my
gross estate for de:,ch ",ax purposes, whether or not such property
passes under this Will, shall be paid out of the resi.due of my
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IS~ 1[.') - J,
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lor\ DATfH or DEATH ArtErl W~lIUl CHECK Hrnf.
1r/\~\I'(iu.'3AI II
f'DvEnll'J1iLQllJ.fL9J\~.-
FILE NUMBER
INHERITANCE TAX RETURN
RESiDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
~v u !bOO _I t (HM)
D[C[OUH''J, NAMt (LAfon, FtH$i,ANO MIDnLf INITIAL 1 [lfcEDtNl'f; COMPL En I\ODr-\UH\
Wenr,ert,_Guy_David __ '\0/ Soulh TwonLy-l'ourlh Stroot
SOCIAI.!llCURITYNUMHEH DAH.{)! mAlH ~)AHnl'llIdll! Camp 1-1111, PA ] 7011
195.07-9537 02/07/1997 01/0]/]90/
r:ollnly Cumherland
IIF APPLlC~[Il"I;'l:~~:_:OUSI:~:NAM' 0;;;,:",", AN[~:"[I[lIl':TlAII J:~AI ;;-;'-UIIII' NUM[lUI ]A:=[CElV:Hnr~ l;;qTlIlJ~:~N~1
X 1. Otlglnal Roturn L~2. Supplomonlal Return ---0 3. Remainder Roturn
11. L1mltod Estato D 48. Futuro Intorosl GompromlAfl (lor datfl6 of doath prior to 12~13-B2)
llor dato' 01 dealh aller 12-12-82) lKJ 5. Foderal Estate Tax Return Required
CID G, Decodonl Dlod TOlltala rn 7. Dttcodont Malntalnod A living Trust -L.... 8. Total Number of Safo Doposlt Boxos
_ lAtlach coey.!!.~ Will) _ (Atlach . cOEY. 01 Tnml) ------
C pALL CORRESPOND_ENCE AND CONEIDENTlAL TAX INFORMATtON SHOULD BE DIREC'TE~ TO:
~ ~ NAMf: COMPLETf MI\ILlN<l ADDFlESS
R D Mark R. Hammond, Trust- Off Jeer DauphIn Deposi I Bank and Trus t Company
E E ----
S N TEL[PtWNE NUMBUI 213 Marke t S tree t
_ T 717 255-2041 Harrishur PA 17101
1. Real ESlate (Schedulo A) (1) 220, 00.00
2. Slocks end Bonds (Schodule B) (2) --~ 5/,5 . '1 ~
3. Closoly Held Slock/Partno19hlp InleresllSchedule C) (3) None
4. MOIlgages ancl Nolos Receivable (Schedulo D) (4) None
5. Cash, Bank Doposlts & Miscellaneous Personal Proporly (Sch, E) (6) 53 , 922. 9~
6. JOintly Owned Propurty (Schedule f) (6) None
7. Trens'ers (Schedulo Gj(Schedule L) (7) 1.597,223.39
8. Total Gross Assets (lotal Lines 1-7)
9. Funeral Expenses, AdminIstratIve Costs, Miscellaneous
Expense. (Schedulo H)
10. Debls, Mortgage L1abIlIlIOs, Lions (Schodule I)
11. Total Doductlons ltota' L1nos 9 & 10)
12. Not Value of Estate (Uno 8 mInus Une 11)
13. Charitable and Govormnontal Bequests (Scheriule J)
14. Nel Veluo Subjecl to Tax (Line 12 minus L1no 13) .
16. SpoLlsal Translers (for dates 01 doatllllftor 6-30-94)
See Instructions lor Applicable Percontago on page 2.
(Include valu89 from Schedulo K or Schedule M,)
16. Amount 01 Uno '14 ta.xsblo a.t 8% rata
(Include vaILJos ham Schedulo K or Schodule M.)
17. AmoLlnt of Una 1418xablo at 15% rate
(Includo values lrom Schedulo K cr Schedule M,)
lB. Prlnolpel lax due (Add lax trom Line 15. 16 and 17)
19.Credlls/Sp povarly Prior Paymonts Discount
_Q.. 00 +14?" 500.00 + ~, 500.00
20, II Uno 19 Is greater thun Uno 18, otHer tho dllleronco DIl Llno 20. This Is Um OVERPAYMENT.
[AJ 0 IEhook here II Y.u are ;:;;quesllng a ref"n~.f your.overpayment.1
21. If Une 1816 greater than Uno 19, onler tho dllloronco on L1no 21. Tills Is tho TAX DUE.
A, Enter the Interflst on tho balllr)cO duo on Lino 21A.
B. Enter tho total 01 Uno 21 and 21A on Uno 21B.ltlls Is tho BALANCE DUE,
Make Check Pal'!l>le to: Reglsler o' W1tI9. Agent
~ ~ BE SURE TO ANSWER ALL QUESTtONS ON PAGE 2 AND TO RECHECK MATH ~ ~
U'iidiii"'PllnAltlt6 01 perjury, 1 de"larll Ihat I tll\~l] llxll~linor;1 thl~ r\3hlrl1..,n(;lud7;;(iacc;;iljia;iyiiiOS"{lI;JU'iii5li~\ii'niOriT;;';'a;;(j"i~toTrilY kl1owl~dlierref;'ii"i5"lr'~-
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?1-91.201
cOUNTY CODE
Y~:AFI
NUMUEfI
(B)
1,909,692.07
(9)
29,590.96
(10)
11,451.17
(11).....:.- 41 , 042.13
"~ 1,868.649.94
(13) 182,500.00
(14) 1,686,149.94
(15)
0.00 X
0.00
.
(lB)
0,00 X ,06 .
0,00
(17)__ I ,686, ]1.9.94 X .15 =
252,922.49
(IB)_-1.52 ,922..0.2...
Intorost
(19)
(20)
150,000.00
0.00
(21)
(21A)
(218)
102,922.49
0.00.
102 , 922 .49
~~~_ TU :.97 !,p\5~N A(SPON5inlE r.?~ fiLING FlUlJFlN
!Ii' '{loAh/NIN'lf<'i7, I;
A /~ ._e-
::.;.. /1._..(. . / 'l $.~ t:;..--
SiGNATURE OF EPAAER OHIEA TtlAN AEPFlU;ENTAlIV['
Mark H. ~llllllln(~lld*,T-.~& Robert Trl1cP
?13 Mnrket Streol
- ~ - - ... -- - -~ -- -- -- - -~- -..-.- -.. - -~~. - - ~., ~~~- ~- - -~~._-
lInrrl"burr,,_ PA 1.1101
Dnuphl n D'.pos it: Bank and TrllS t Company
213 Mnrket Streel
il~.I:i: i:"i;~lrg:. i>!i. - i'iilii" - - -. - -... -. - -... - - - - -..-.--
Copyright (c) 1994 lorm software only CP[lyslems, Inc.
DATE
It! 7/71
OATE
fOf;T6~M4i
r.oM\!Rmrii~q\;W:~~/hY.N ,.
ESTA'n! OF
__~~~d Wengert
Joint Ionanl(a):
" '
f1f" - 11i01l L.x .. (\~'.I&I
NAME
A.
B.
C.
JolnUv-own~ proparty:
SCHEDULE F
JOINTLY-OWNED PROPERTY
5511 195-07-9537
0?/07/1997
FIll! NUMBER
?l-97-?07
RIlLATIONSHIP TO DECEDENT
-
ITEM Ll!TTER DATE TOTAL VALUE DOLlAR VALUE OF
FOR MADE DESCRIPTION OF PROPERlV DECD'S
NUMSER JOINT OF AS8I!T "INT. DECIlDENTINTEREST
TENANT JOINT
.
I
,
---
TOTAL (Also enler on line 6, Rooapltulatlon) 0.00
ADDRESS
(It more spaco Is noodon, Inaerl additional shosla 01 same slzo,)
COPYflghl (c}199" lurm IOltW'" Ollly CPSYlllma, Inc.
rorm 1600 Schedule F (flIY, 12-U)
~r~V-151(J1.i^ + (2-~71
COM\'I,o\1H~~4l~~l~rtlANIA
EST/I,TEOF .
SCHEDULE G
TRANSFERS
PIOflSQ Pllnt or T 0
FILE NUMBER
21-97-207
_Guy David ~!engort __SSI~_12.5-07-9')31 02/()7/199~!.-_._.______"
THIS SCHEDULE "!.UST BE. COMPLETED AND FII_ED,'!:..l'HE ANSWER,TO ANY O~_THE QUE,STtONS_~ti PAGE 215 YES.
ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S
Inolude nAm(l (\1 tll(l tf&nllflf(ltt, thllir EXCLUSION ,.., .
NUMBER relallonthlp 10 dece:.!1.n1J!ili..\!11ran91I1r. OF M::iSE r 0;', INT.
1 Andrea Bo1go1sin ' Gift 3,000,00 10,000,00
Payment on 07/30/96
2 At1.ee Keever - Gift Payment 3,000,00 100.00
on 1.2/20/96
3 Carol Joseph - Gift 3,000,00 10,000.00
Payament on 02/26/96
4 Carol Joseph - Gift 0,00 27,000.00
Payament on 07/15/96
5 DeUa Cain - Gift Payment 3,000,00 10,000,00
on 01./15/96
6 Della Cain - Gift Payment 3,000,00 1.0,000.00
on 01/03/97
7 Dr. Matlin - Gift Payment 3,000.00 100.00
on 12/20/96
8 Gene Lazercheck - Gift 3,000.00 100.00
Payment on 12/20/96
9 James Jones - Gift Payment 3,000.00 10,000.00
on 01/17/96
10 Kathleen Stephens Gift 3,000.00 10,000.00
Payment on 11/25/96
11 Margaret Bo1.g01sin - Gift 3,000.00 10,000.00
Payment on 07/30/96
12 Naomi Prosser - Gift 3,000.00 100,00
Payment on 12/20/96
13 Ne i1 Joseph - Gift Payment 3,000.00 100.00
on 12/02/96
14 Oliver Jackson - Gift 3,000.00 100.00
Payment on 12/20/96
15 Peter Forschetti - Gift 3,000.00 100.00
Payment on 12/20/96
'rot"al of Continuation Schedule (
TOTAL (AI,o onler on line 7, Recapitulation)
(II more 'pace I' needed. Insert additional sheet, of ssme size,)
Copyrlght{o)1YY4 form loftwllrllonly CPSyslems, Inc:,
DOLLAR VALUE OF
DECEDENT INTEREST
7,000.00
0.00
7,000.00
27,000.00
7,000.00
7,000.00
0.00
0.00
7,000,00
7,000.00
7,000.00
0.00
0,00
0.00
0.00
1,521,223.39
1,597 223.39
Form 1500 Sohedul. G (Rev. 2-67)
, .
. ~
Estate of: Guy Pavid Wengert
Soc See": 195-07-9537
Pate of Dellth: 02/07/1991
Continuation of Schedule G
(Tranafei'S)
Item
"
Description of Property
Exclusion Total Value
of Asso.;
Docds
, lnt
Dollar Val of
Deeds Interest
16 Robert Trace . Gl,ft Payment 3,000,00 10,000,00 7,000,00
on 01/29/97
17 Rose Mull Gift Payment on 3,000,00 100,00 0,00
12/20/96
18 Shenwayne Joseph. Gift 3,000,00 10,000,00 7,000.00
Payment on 11/25/96
19 $20,000 Montgomery County 20,21.3,40 20,213,40
PA HE & H Authority Bonds
7,1\ due 07/01/97
20 $20,000 Philadelphia PA 20,701.00 20,701,00
Hospital & Higher
Educational Faes. 80nds
AMBAC 7,5% due 07/01/99
21 $30,000 Lancaster County PA 31,688.25 31,688.25
Hospital Authority Revenue
Bonds Health Center Masonic
Homes Project 6,5% due
10/01/2020
22 1,687 shares Keystone 45,338,13 45,338.13
Financial In",
23 10 shares Pennsylvania 7,751.20 7,751.20
Insured Muns Income Trust
Unit Ser 100 Semi-Annual
24 10 shares prudential Unit 7,189,80 7,189.80
Trust Units Insured Multist
Tax Exempt 23 PA
25 15 shares Pennsylvania ' 11,824.20 11,824.20
Insured Muns Income Trust
Unit Ser 115 Semi-Annual
26 15 shares Pennsylvania 13,857.30 13,857.30
Insured Municipal Income
Trust Unit Ser 129
.'
Estate of: Guy David Wengert
Soc Sec~: 195-07.9537
Date of Death: 02/07/1997
Continuation of Sohedu1e G
(Transfers)
Item
~
Description of 'Property
Exo1us:lon Total Vlllue
of Asset,
Dollar Val. of
Deods Intsrest
37 50 shares General Public
Utili ties Corp.
38 51 shares Pennsylvania
Insured Muns Income Trust
Ser 114 Semi-Annual
39 688 shares CoreStates
Finanica1 Corp.
40 840 shares Dauphin DeposIt
Corp.
41 202,306.793 shares IDS High
Yield Tax Exempt Fund Inc.
Class A
42 $10,000 Pennsylvania State
Higher Educational Facs.
Authority Revenue Bonds 7.25%
due 09/01/17
43 245 shares Nuveen Tax-Exempt Unit
Trust Series 154
44 500 shares Nuveen Tax - Exempt 'UnIt
Truat Series 142
45 336 shares Nuveen Tax-Exempt Unit
Trust Series 241
46 256 shares Nuveen Tax-Exempt Bond Fund
Series 246
47 $15,000 St. Mary Hosptia1 Authority
Berks County Bond 6.5% due 07/01/2016.01
48 $10,000 American Express Finanical.
Services
Deods
% lnt
1.,653.13
1,653.13
33,941.52
33,941. 52
35,217.00
35,217.00
,
34,807.50
34,807.50
919,917.93
919,9l.7.93
10,820.10
10,820,10
, 25,636.80 25,636.80
53,635,00 53,635.00
5,722,08 5,722.08
2,693.12 2,693.12
15,849..30 15,849.30
10 , 000 ,00 10,000.00
~ .. .. .. .. .. .. .. .. .. .. .. .. ..
1,521,223.39
RIW-l&Url(t (1-113)
COMM~N.Wr:'J\ltJl~or "'r~I.W"V^NI^
IN "E~ 6~NT oll'tt/ltN'r"
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGF. LIABILITIES AND LIENS
Pl.... Prlnt 01
File 'lUMBER
21-97-207
Guy David Wengert
ITEM
NUMBER
1
SS' 195-07-9537 02/07/1997
DESCRIPTION
American Lawn Service Go, - Luwn Care Expense
2
American Red Cross-PA Capital Region Chapter
Medical Expense
3
Ann M. Markley
1997 Real ERtate Tax
I,
Ann M, Markley
1997 Cumberland County Real Estate Tax
5
Ann M, Markley
1997 Camp Hill School District Real Estate Tax
6 Bell Atlantic PA - Telephone Expense
I Borough of Camphill - Utility Expense
8 B&L Glass . Cost of Window Replacement
9 Conner-Rich-Kearney ASRoc, ' Physician Service EKpense
10 Dauphin Deposit Bank Minimum Balance Service Charge
11 Holy Spirit Hospital Medical Expenae
12 J. Leon Gilbert Plumbing - Repairs to Real ERtate
13 Kerry's Lawn & Garden Equipment Center - Seasonal Tune-up for
Mower
15
14 Nei - Utility Expense
North Shore AgenLY Inc.
Prevention Magazine
16 PA American Water Company - Utility EKpenoe
17 Pennsylvania Power & Light Co, . Utility Expense
18 Robert J, Trace - Reimbursement for Private Duty Nurse
20
19 Suburban Cable - Cable EKpense
21
Tuckey Restoration Inc.
Stop Leaks
Tuckey Restoration Inc.
and Facia and Door Jam
Paint Six Windows on Lower Gable End
22 Tuckey Restoration Inc, . Repairs to Real Estate
Total of Continuation Schedule(s)
TOTAL (Aloo 01110' 0111111010, Aocapllulallol1)
(If more space Is neoded, Insert additional shoets 01 same sI29.)
CoPvrlghllell~g04 form lo/1wlre on IV CPSvsllm5, lne,
AMOUNT
3 , 130.44
8.00
4.90
777.75
2,402.75
517.37
126.00
598.90
200.00
2.50
766,80
40.00
100.06
60.19
18.94
232.71
843.46
300.00
91.28
81. 24
350.00
182.03
615.85
$ 11 451.17
form 1600 Schedllle I (Ae..., 1~93l
..
, ,
FH:V~ 164HX(H12l
SCHEDULE N
SPOUSAL POVERTY CREDIT
COMMONWEALTH OF PENNSVL.VANIA
INtltRITANCE TAX OIVIflION
(AVAILABLE FOR DECEDENTS DVING AFTER 12/31/81)
EsTATE OF FILE NUMBER
.QI!1.J!.'!vld Wengert 8811 19~).07.9'd/ ()/LQ2L1..(~______ 2] -97.20/
Thla schodulo must bo cornplotod and fUnd If YOll cllOCkod tho opOlmal povorty crodll box on tho covor shoet.
[PART I - CAI.CU~1I2N OF GROSS ESTATE - .
1. Taxable Assots lotallrom Une 8 (cover sheot) . 1, 1. 909 , 692.07
2, Insunmco Procoeds on Life 01 Decedent. 2. 0.00
3. Rotlrement Benefit, . 3. 0.00
4. Jolnl A'sels w"h Spouse 4. 0.00
5. PA Lonory Winnings. , . . , ,."" , 6. 0.00
ea. Olhor Nonlaxabl. Assels: Usl (Allaoh .ohedule if neoessary), . , , . , . , , . . , . 60. 0.00
&b.
G..
8d.
8. SUBTOTAL (Line.. 6a. b. c, d), , , . . 6, 0.00
7. TOIsl Gross Assels (Add lines 1 Ihru 6). 7. 1. ...909 , 692 ,07
e. Total Actual Llabllllles , , , , , , , , .
9. Nel Vslue of Estale (Sublraclllne 6 from line 7) ,
If IIno 61, groatollhan $200,000 - STOP. The eSlolels nolellglble 10 alalm Ihe credll, If nOI, conllnuelo Part II. 9. 1. 909 692,07
I PART II - CALCULATION OF JOINT EXEMPTION INCOME - (Attach caples of Federal Individual Income I
L Tax Returnl lor docedenl end I oUle. --.J
Inco-;;;;---' 1. TAX YEAR: 1994 2, TAX YEAR: 19 95 3. TAX YEAR: 1996
8. Spallse, , 1.. 0.00 28. 6.00 3.. 0,-00
b. Docodonl, lb:- 0.00 2b. 0 . 00 3h. --0.00
o. Jalnl., 10. 0.00 2.. 0 . 00 30. 0.00
d. Tax Exempllncome , ld, 0.00 2d. 0.00 3d. 0.00
.. Olhor Income not IIsled above, Ie. 0.00 2e. 0.00. 3.. O. DO
t. Talal" 11. 0.00 21. O. DO 31. 0.00
4. Averago Joint Exemption Income Calculallon
4a. Add Jolnl Exempllon Income from above:
(11) 0,00
8.
0,00
+ (21)
0.00 +(31)
0.00
.
0.00
-;- 3 )
0.00
4b. Average Joint Exemption Income, , , , , , ,
II IIno 4(b) Is groaler then $40,000 - STOP. Tho .slale Is nolellglble 10 claim lI1e credll, II nOI, conllnue 10 Port III.
PART III - CALCULATION OF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDENT
ESTATES
.
:=J
1. Insmt umouni altaxablo tlanl1fot~ to apollse or $'100,000, whichever I~lloss .
I.
2. Mulllply by crodll porcontage (soo lrl9ltUatlons)
3. This Is tho amount of tho Rmddonl Spousal Povorty Cradlt. Include tl119 Uguro
In tho ca.lculatlon of l':'ltflll crodllfl on Uno 19 01 tho COVOI shoot,
4. For Nonrosldonts, onlor tho raUo of tho docadont's grom, oHtnlo In PA to tho valuo 01 1110
docodont'A gross ostalo .
S. Multiply Uno 3 by Uno 4 and ontor iho tolal tloro, This Is tho amount ollho Nonrosldont Spousal
p{)vor1y Credit. Includo Ihls flgllto In tho calculation of lolnl crodlts onllno 19 at tho cover shoot.
Copyrlghl(c) jgg4lorm !OIlWlIrCl only cr'SYfi\l!m.~, Inc,
2.
3.
4.
s,
nOhedtileN(Rllv,l-a2l
-
, .'
, .
"
LAST WILL AND TESTAMENT or
GOY D. nNGD'J:
I, GUY D.WENGERT, of Camp Hill Borough, Cumberland County,
,
Pennsylvania, do hereby make this my Last Will and Testament,
revoking any former Wills and Codicils made by me.
FIRST: r make the following specific bequests of tangible
personal property:
(1) I give my Star of David to Temple Beth Shalom of
Greater Harrisburg, 913 Allandale Road, Mechanicsburg,
Pennsylvania.
(2) I give my 1984 Cadillac to Dehlia Cain, of Harris-
burg, Pennsylvania.
(3) I give Carol Joseph, of Camp Hill, pennsylvania,
one of either my 1992 Buick or my Ford Taurus, to be select-
ed by her.
(4) I give my Ford van to the Camp Hill united
Methodist Church, of camp Hill, Pennsylvania,
SECOND: I give all the rest of my tangible personal proper-
ty and all casualty insurance that I am carrying on said tangible
personal property to my Executor, to be di.stributed subject to my
Executor's discretion, as follows (and the decision of my Execu-
tor in disposing of such tangible personal property shall be
final for all purposes):
~Jt.fJ
-1-
,"
(1) My aiater, Altarata Dunn, shall have tirat choice
a. to any item or items or my tangible personal property
located in my residence at the time ot my death.
(2) Atter my sister has mad. her selections, Dehlia
Cain shall have second choice as to any item or items of my
tangible personal property located in my residence at the
time of my death.
(3) After Dehlia Cain has made her selections, Carol
Joseph shall have third choice as to any item or items of my
tangible personal property located in my residence at the
time of my death.
(4) After Carol Joseph hns made her selections, Mrs.
James A. Wright shall have fourth choice as to any item or
items of my tangible personal property located in my resi-
dence at the time of my death.
(5) Daniel Shauffler shall have any item or items of
my professional or other equipment.
(6) After Daniel Shauffler has made his selections,
Charles Law shall have second choice as to any item or items
of my professional or other equipment.
(7) The balance of my tangible personal property, if
any, shall be divided equally between Atlee Keefer and Noami
prosser, or the survivor of them.
",', "
~~~
-2-
"
(8) Any property not distributed a. provided above
shall be sold by my EXGoutor as soon as practicable and the
proceeds added to my residuary estate.
THIRD: I direct my Executor to sell, as soon as practicable
after my death, my real estate located at 307 South 24th StrGet,
Camp Hill, Cumberland County, Pennsylvania. This real estate
consists of three (3) lots, improved with a house, garage and
carport. Under existing ordinances of the borough of camp Hill,
this proper.ty cannot be divided for sale. Unless and until the
borough of Camp Hill shall repeal such ordinances, any deed
executed by my Executor shall indicate the restrictlon again$t
sale of the individual lots,
During the administration of my estate, my Executor is
authorized and directed to employ Carol Joseph as caretaker for
this real property, and for such services shall pay to her, as an
expense of the administration of my estate, a salary of nine
hundred dollars ($900) per week, beginning with the date of my
death and continuing until the real estate is sold and settlement
has occurred, at which time Carol Joseph shall receivo a lump sum
severance payment of forty-six thousand eight hundred dollars
($46,800), in recognition of her past employment by me,
until this real estate has been sold and settlement has
occurred, my Executor shall also permit carol Joseph to occupy
rent-1.'ree the residence located on the premises, without any ,~N'I',
obligation to pay real estate taxes, expanses of maintaining the
~c~
-]-
. .
apartment in suitable repair and condition and hazard and liabil-
ity insurance thereon.
The proceeds from such sale shall be added to my residuary
estat., and shall pass as hereafter provided.
FQURTH: (1) I give, devise a:nd bequeath all the rest,
l.-esidue and remainder of my property of every Jdnd and descrip-
tion (including lapsed legacies and devises) wherever situate al'ld
whether acquired before or after the execution of this Will, to
the 'rrustee of that certain Trust Agreement between myself, Guy
D. Wengert, as Settlor, and Guy D. Wengert, as Trustee, and
referred to therein as "The GUY D. Wengert Revocable Trust,"
which Trust Agreement was originally executed by me on April 2,
1996, and was amended and restated in its entirety on even date
herewith. My Trustee uhall add the property bequeathed and
devised by this Article to the principal of the above Trust and
shall hold, administer and distribute such property in accordance
with the provisions of such Trust Agreement, as amended and
restated.
(2) In the event that the above bequest and devise is
ineffective or invalid, for any reason, then I hereby give,
devise and bequeath such undisposed property, up to the residue
of my estate, to be held, administered and distributed in accor-
dance with the provisions of the aforesaid Trust Agreement
between myself, Guy D. Wdnqe.~t, as Settlor, and Guy D. wengert,
as Trustee, and referred to;> therein as "The Guy D. Wengert
~~+~~.-
-4-
.'
aevocable Trust," which Trust Agreement, as amended and restated
in its entirety on aven date herewith (and immediately betor~ the
executiorl at this Will), is hereby fully incorporated herein by
this raterenee and made a part hereof; the same as if the entire
Trust Agreement, as amended and restated, were set forth herein.
fJllH: No person shall benefit here.under unless he or she
shall survive me by thirty (30) days.
SIXTH: (1) I name Robert J. Trace and Dauphin Deposit Bank
and Trust Company as my Co-Executors. If Robert J. Trace is
unable or unwilling to serve, Dauphin Deposit Bank and Trust
company shall serve ellone. I direct that. my Co-Executors, herein
referred to as my Executor regardless of number or gender, serve
without bond in any jurisdiction in which called upon to act.
(2) Except as otherwise provided herein, if all of the
above persons should fail to qualify as my Executor hereunder, or
for any reason should cease to act in such capacity, the succes-
sor or substitute Executor shall be some bank or trust company
with trust powers, which successor or substitute Executor shall
be designat6'd by the court having juriSdiction ovet' the probate
of my estate.
(3) My Executor shall be entitled to receive reason-
able compensation for services rendered and reimbursement for
reasonable and necessary expenses incurred. Each Co-Executor
shall be authorized to retain legal counselor lIther professional
advisors of their Choosing to carry out their fiduciary duties
AcfA9~
-5-
"
-
.'
and the reuon!lble cost thereof shall be paid as an lIlCp811S. of
administration from the residue of my estate,
SEVENTH: (1) I give to any Executor named in this will or
any codicil hereto or to any successor or substitute Executor all
of the powers enumerated in this will and all of the powers
applicable by law to fiduciaries ill the Commonwealth of Pennsyl-
vania and in particular through the Pennsylvania Probate, Estates
and Fiduciaries Code, as effective and as in effect on the date
of my death, during the administration and until the completion
of the distribution of my estate. All such powers shall be
construed in the broadest possible manner and shall be exer-
cisable without court authorization. In exercising these powers
each Co-Executor may exercise separately and independently any or
all of these powers, provided, however, that no Co-Executor shall
be liable for the unilateral actions of any other Co-Executor
unless such Co-Executor joins in or ratifies such actions.
(2) My Executor is authorized and empowered to acquire
and to retain, either permanently or for such period of time as
my Executor. may determine, any assets, including the capital
stoCK of any corporate fiduciary, or its common trust funds, or
its proprietary mutual funds, whether such assets are or are not
of the character approved or authorized by law for investment by
fiduciaries and whether such assets do or do not represent an
o':ercl)l\centration in one investment.
-6-
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_._ J::.""':""'r
Y'"~
'u-;,. _~.._
, ..
.'
(3) My Executor is authorized and empowered to dis-
claim any interest, in whole or in part, of which I, or my
Executor, may be the beneficiary, devisee, or legatee, by execut-
ing an appropriate instrument (in accordance with section 2518 of
the Internal Revenue Code of 1986, as amended, or such similar
section as may then be in effect) .
(4) My Executor is authorized and empowered to sell at
public or private sale, or exchange,and to encumber or lease,
for any period of time, any real or personal property and to give
options to buy or lease any sl1ch property. Additionally, my
Executor is authorized arid empowered to compromise claims, to
borrow from anyone (including a fiduciary hereunder) and to
pledge property as security therefor, to make loans to and to bl1Y
property from anyone (inclUding a fiduciary or beneficiary
hereunder); provided that any such loans shall be adequately
secured and at a fair interest rate.
(5) My Executor is authorized and empowered to allo-
cate property, charges on property, receipts and income among and
between principal or income, or partly to each, without regard to
any law def ining principal and income.
lUGHTH: All est.ate, inheritance, succession and other death
taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all property comprising my
gross estate for de:.c.h '.'.ax purposes, whether or not such property
passes under this Wil~, shall be paid out of the residue of my
-{z{~/",/'c
( c.-.
-7-
Schedule )\" annoxed hereto and made a part her'eof. This proper-
ty, and any other property that may be reoeived or which has been
received by the Trustee hereunder, as invested and reinvested
(hereinafter referred to as the "Trust .Estate"), shaH be held,
administered and distributed by the Trustee as hereinafter set
forth.
ARTICLE II
Settlor's Riqhts ~ffiend. C~~ Revoke the Tru~t
~~~. The Settlor may, by signed instrument(s) delivered to
the Trustee during the Settlor's lifetime: (1) withdraw property
from this Trust in any amount and at any time upon giving reason-
able notice in writing to the Trustee; (2) add other property to
the Trust; (3) change the beneficiaries, their respective shares
and the plan of distribution; (4) amend this Trust Agreement in
any other respect; (5) revoke this Trust in its entirety or any
provision therein; provided, hO~/ever, that the duties or respon-
sibilities of the Trustee (or any of them) shall not be enlarged
without the Trustee's consent nor without satisfactory adjustment
of the Trustee's compensation.
ARTICLE III
Er.ovisions for Settlor Durinq Life~. The Trustee shall
hold, manage, invest and reinvest the Trust Estate (if any
requires such management and investment) and shall collect the
income, if any, therefrom and shall dispose of the net income and
principal as follows:
-2-
..
, .
A. Ouring the lifetime of the Settlor, the Trustee shall
pay to or apply for the benefit of the Settlor all the net income
from this Trust, in convenient installments, but no less fre-
quently than annually.
B. During the lifetime of the Settlor, the Trustee shall
pay to or apply for the benefit of the Settlor such sums from the
principal of this Trust as the Settlor shall request from time to
time or the Trustee deems appropriate for the Settlor's medical
care, comfortable maintenance, and support. The Settlor's power
to withdraw principal and income from this Trust shall be abso-
lute, exercisable as to all of the Trust Estate, alone and in all
events. Furthermore, the Settlor retains the right during his
lifetime to direct the Trustee not to retain any asset or assets
that the Settlor determines not to be productive.
ARTICLE IV
pavmefit.e to Settlor's Executor Unon Settlor's Deatl1. In
case the Settlor's probate estate (excluding income) is insuffi-
cient to pay his funeral expenses, all legally enforceable claims
against his estate, the expenses of administering his estate and
all death taxes chargeable to the Astate and to satisfy all pre-
residuary legacies or devises given by the Settlor's Last Will,
the Trustee shall make available to the Settlor's Executor, out
of the Trust Estate, such sums as the Executor shall, from time
to time, certify to be required to satisfy any deficiency. The
Trustee shall have no duty to inquire as to the propriety of any
certification made by the Executor. The Trustee shall also pay
-3-
".
, .
.
-
out of the Trust Estate all expenses of administration of the
Trust Estate (including but not limited to reasonable commissions
for the Trustee and reasonable attorneys' fees) payable from the
principal of the Trust Estate after thPr Settlor's death and until
the complete and final distribution of the Trust Estate, and any
and all death taxes chargeable to the Trust Estate as a result of
the Settlor's death.
ARTICLE V .
Provisions UpOLLOeath of Settlor, Upon the death of the
Se'ctlor, and after making all payments to the Settlor's Executor
authorl.zed under Article IV:
A. The Trustee shall set aside from the Trust Estate as
then constituted (which shall include any property which may be
received from the Settlor's probate estate) cash or other proper-
ty having a valUE! of Six Hundred Thousand Dollars ($600,000) to
constitute the Alfarata Dunn Trust, which shall be held, adminis-
tered and distributed as follows:
1. The Trustee shall pay to, or apply for the benefit
of, the Settlor's sister, Alfarata Dunn, during her life-
time, all of the net income of this Trust, in convenient
installments, but no less frequently than annually.
2. Upon the death of Alfarata Dunn, the then-remaining
princ.ipal of the Alfarata Dunn Trust, together with any
accrued but undistributed income, shall be distributed
outright to the Settlor's niece, To~elyn Miley, if she is
-4-
5. Five thousand dollars ($5,000) to Blain Brethren
v
Church, of Blain, Perry county, Pennsylvania, without re-
str iotion as to use. (:rt;.tlU ~I~ s)
6. Five thousand dollars ($~,OOO) to Beth El Temple,
v
of 2637 N. Front Street, Harrisburg, Pennsylvania., without
,restriction as to u'se.
7.
Five thousand dollars ($5,000) to Camp Hill Method-
v
1st church, to be used to create a special fund for care of
the Choral Chimes.
8. Thirty thousand dollars ($30,000) to the Catholic
Church for use in its missionary work in the country of
......--.
Trinidad.
9. Forty thousand dollars ($40,000) to Robert J.
v'
Trace, Esquire, of camp Hill, Pennsylvania, in recognition
of the Settlor's long friendship with him.
10. Forty thousand dollars ($40,000) to oehlia Cain,
./
11. Forty thousand dollars ($40,000)
of Camp Hill, Pennsylvania.
12. with regard to the foregoing gifts, the decision
, to Carol Joseph, /
of Harrisburg, Pennsylvania.
of the Trustee regarding the proper identification of all
beneficiaries shall be final for all purposes.
13. If the Trust Estate is not sufficient to satisfy
in full the pecuniary and charitable gifts listed in para-
graphs 1 through 11, then the Trustee shall pro rate the
amount of each gift.
-6-
c. The rest, re.idue and remainder of the Trust Estate
shall be distributed to Alfarata Dunn, Naomi Prosser, and Atlee
Keefer, in equal ehares, or to the survivor or survivors of them.
ARTICLE VI
ContinallDt Distribution. If, at the time of the settlor's
death, or at any later time prior to final distribution hereun-
der, all of the beneficia~ies named in Article V above are
deceased and no other disposition of the Trust Estate is directed
by this Trust, then and in that event only, the then remaining
Trust Estate shall be distributed among the tax-exempt organiza-
tions specified in Paragraphs B(l) through B(2) of Article V, in
such shares and amounts as the Trustee shall appoint in writing,
provided, however, that such charitable organizations are quali-
fied under each of section 170(b)(1) (A), section 170(c), Section
2055(a) and Section 2522(a) of the Internal Revenue Code of 1986,
as amended (the "Code").
ARTICLE VII
EAPilitv of Pavme~. The Trustee may make any of the
distributions authorized herein (a) directly to the beneficiary,
(b) if the beneficiary is under a legal disability or if the
Trustee determines that the beneficiary is unable properly to
manage his or her affairs, to a person furnishing support,
maintenance, or education for the beneficiary or with whom the
beneficiary is residing, for expenditure on the beneficiary's
behalf, (c) to the Trustee of any trust created before or after
this Trust and under which the beneficiary may receive income,
-7-
,
.
principal or both, or (d) if the beneficiary is a minor, to a
custodian for the beneficiary, as selected by the Trustee, under
the Uniform Transfers to Minors Act or Uniform Gifts to Minors
Act of any state. Al ternati vely, the 'rrustee may apply all or a
part of the distribution directly for the benefit of the benefi-
ciary. Any distribution under this Article shall be a full
discharge of the Trustee with respect thereto.
ARTICLE VIII
Gen,ral 'frustee Powers. In addition to the powers hereinbe-
fore provided and those given by law, the Trustee, and any
additional or successor Trustee, without any order of court and
in its sole discretion, may:
A. Hold and retain the property now or hereafter compris-
ing a part of the Trust Estate, for such length of time as in its
sole discretion it may deem wise, or sell any part thereof,
without liability of any kind by reason of such retention or sale
and invest and reinvest, alter, vary and change investments from
time to time, in such manner and in such property, real, personal
or otherwise, i.ncluding any common or diversified trust funds or
proprietary mutual funas maintained by, or the common stock of,
Dauphin Deposit Bank and Trust Company or of any holdi.ng company
or affiliate thereof, as the Trustee may deem prudent, without
being confined to what are known as legal investments under the
laws of any state or jurisdiction;
-8-
B. Repair, alter, improve or lease, for any period of time
(even tor more than five (5) years) any property and give options
for leases;
C. Make distribution hereunder either in cash or in kind
or partly in each, and cause any share to be composed of property
different in kind from any other shares, without regard' to the
basis of such property;
D. Purchase investments at a premium;
E.Vote in person, or by proxy, all stocks or other
securities held;
F. Exercise any rights or warrants to subscribe for stocks
or bonds or other allotments received by reason of securities
held, or sell them for such prices as it may deem best;
G. Deposit, surrender or eXChange stocks or pay any
assessments in connection with any reorganization or merger or
similar proceedings as it may deem best;
H. Exercise any option, right or privilege granted in any
insurance policy;
I. Sell any real or personal property at public or private
sale to any person or entity, or give options therefor for cash
or credit, without liability on the part of the purchaser to see
to the app1J.cation of the purchase money; provided, however, that
no sale hereunder shall be made at a price less than that which
the Trustee acting in good faith shall consider to represent
adequate and full consideration;
-9-
J. Borrow money from any
source, including any Trustee,
,
and purchase assets f'rom the Set-
mortgage or pledge any property
tlor'e estate at fair market value and loan money to any person
or entity or to said estate; provided, ,however, that appropriate
interest and coll.ateral shall be required for such loans;
K. After the death of the Settlor, to merge any trust
created hereunder with any other trust or trusts created by the
Settlor under will or trust if the terms of such trusts are then
substantially similar and held for the primary benefit of the
same person;
L. Compromise claims;
M. Register securities in the name of a nominee in such
manner that title shall pass by delivery;
N. Employ investment counsel, accountants and agents in
connection with the discharge of its duties, and determine and
pay to them reasonable compensation;
o. pool the assets of all trusts created hereunder or any
of them for investment purposes, allocating to each trust an
undivided i.nterest in all of the assets so held;
P. Add to the principal of any trust created hereunder any
property received from any person by Deed, Will or in any other
manner;
Q. In the exercise of its discretion with respect to the
use of principal for any beneficiary, the Trustee may take into
account other property and income available to such beneficiary;
in so doing, the Trustee may conclusively rely on written repre-
-10-
ARTICL!l IX
Trustee Matte~. The Trust shall be administered subject to
the following:
A. Trustee succession. Upon the,death of the Settlor, or
should the Settlor, while serving as sole Trustee, resign or
become disabled, Robert J. Trace and Dauphin Deposit Bank and
Trust Company shall become successor Trustees. Any successor or
sllbstitute Trustee shall qualify by filing his or its consent to
act with the trust records. For purposes of this Agreement, the
Settlor shall be deemed disabled whenever any person who would
become a successor Trustee upon such determination of disability,
receives written certification from two (2) physicians regularly
attending the settlor, at least one (1) of whom is board-certi-
fied in the specialty most closely associated with the alleged
disability, that the settlor has become physically or mentally
incapacitated, regardless of cause and regardless of whether or.
not there has been any adjudication of incompetence, mental ill-
ness, or need for a committee, conservator, guardian, or other
personal representative. No successor Trustee shall be liable to
anyone, including the Settlor, for r.emoving the Settlor from the
Trusteeship, if such successor Trustee relied in good faith on
the aforementioned physicians' certifications. No one else is
liable to anyone for dealing with a successor Trustee, if such
removal was made upon good-faith reliance on the aforementioned
physicians' certifications.
-12-
B. ~rustee~ianatl2n. Any Trustee acting hereunder may
resign at any time without court approval, to become effective
upon delivery of a written instrument signed by the resigning
Trustee, and delivered to the designated successor Trustee, if
there is one, or to any Co-Trustee, or otherwise to each adult
beneficiary of the current trust income, to a custodial parent of
each minor beneficiary of current trust income, and to the legal
guardian of any beneficiary of current trust income having a
legal guardian, each determined at 'the time such notice is given.
If there is no successor Trustee, then any person, includi.ng a
corporation authorized to render trust services, shall be named
successor Trustee by majority vote of the income beneficiaries,
with the adult beneficiaries voting on their own behalf, one (1)
vote being cast for each minor income benef iciary by hls or her
custodial parent, and one (1) vote being cast by the legal
guardian for any beneficiary having a legal guardian. For
purposes of this Article, the right to receive "support" from the
trust is a right to current trust income.
C. Trustee com~sation. Any individual serving as
Trustee shall be entitled to receive reasonable compensation for
his services and to reimbursement for reasonable and necessary
expenses incurred. Any corporate Trustee shall be entitled to
receive reasonable compensation for its services, as determined
by its standard fee schedule in effect and applicable at the time
of the performance of such services, without regard to the
involvement of any individual Trustee..
-1)-
-
D. ~~stee's Counsel. Each Trustee acting hereunder shall
be entitled to engage its own attorney, and any attorney hired to
assist any Trustee shall be entitled to receive reasonable
compensation for its services and reimbursement for reasonable
and necessary expenses incurred.
E. ~ver of Bond. The Trustee shall serve without bond
in any juriSdiction in which called upon to act.
F. ~itations on Trustees. No person, other than the
Settlor while serving as sole Trustee, who at any time is acting
as a Trustee hereunder shall have any power or obligation to
participate in any discretionary authority which the Settlor has
given to the Trustee to pay principal or income to such person,
or for his or her benefit or in relief of his or her legal
obligations.
G. Independent Exercise of Trustee Powers. Any Trustee
acting hereunder may at any time and from time to time exercise
unilaterally and separately any and all of the powers, discretio-
ns and duties given hereunder, and no Trustee shall be liable for
the consequences of any action undertaken by any other Trustee
unless he expressly consents to or ratifies such actions.
H. waiver of Accountinq. Any successor Trustee may,
without liability, accept without examination or review the
accounts rendered and the property delivered by any predecessor
Trustee.
I. Definition. Whenever the word the "Trustee" or any
modifying or substituted pronoun therefor is used in this Trust,
-14-
such words and respective pronouns shall include both the singu-
lar and the plural, the masculine, f.eminine and neuter gender
thereof, and shall apply equally to the Trustee named herein and
to any successor or substitute Trustee ,acting hereunder, and such
successor or substitute Trustee shall have all the rights, powers
and duties, authority and responsibility conferred upon the
Trustee originally named herein, without any additional convey-
ance.
ARTICLE X
Gover~09 Law and Situs. The situs of this Trust shall be
Cumberland County, Pennsylvania, and questions pertaining to the
validity, construction and administration of any trust hereunder
shall be determined in accordance with the laws of the Common-
wealth of Pennsylvania.
ARTICLE XI
SDendthrift provision. Except as otherwise provided herein,
all payments of principal and income payable, or to become
payable, to a beneficiary of any trust cr.eated hereunder shall
not be subject to anticipation, assignment, pledge, sale or
trAnsfer in any manner, nor shall any beneficiary have the power
to anticipate or encumber such interest, nor shall such interest,
while in the possession of the Trustee, be liable fort or subject
to, the debts, contracts/ obligations, liabilities or torts of
any beneficiary.
-15-
SCHEDULE A
THE GUY D, WENGERT TRUST
. OrilPruilly dated April 2. 1996. as amended and restated in its entirety on NQvember 30. 1996
NQ. Asset TI'HllSfel1ed to Trust
No. of units
Fair Marklll Value
IDS Investment Account 115648 9149 7 on (Asset Nos, I through 7 only)
1. American Diversified Corporation - Class A 360 Not Priced
2. Nuveen T -E Unit Trusts Series 246 256 $ 2,675.20
3. Nuveen T -E Unit Trusts Series 241 336 $ 5,678.40
4. Nuvem T -E Trust P A Series 142 500 $ 53,465.00
5. Nuveen T -E Unit Trust Series 154 245 $ 25,355.05
6. Pennsylvania SI. Higher Ed. Facilities Authority Rev, 10,000 $ 10,774.40
Allegheny General Hospital - Series A, 7.25%, 9/1/2017
7. Saint Mary Hospital Authority, Bucks County, PA Rev. 15,000 $ 15,734.70
Hospital Franciscan Health - SI. Joseph, 6.5%, 7/1/2016
8. IDS High Yield Tax Exempt Bond Fund
9. Corestates, Common Stock - Cert.# 20317270, dtd. 6/5/96 344 shares
10. Dauphin Deposit Corporation, Common Stock 840 shares
Cert.1I145470, dtd. 6/4/96
11. Fulton Financial, Common Stock - Cert.# H111995, dtd. 6/6/96
Cert.# HI20416, dtd. 5/31/96
Cert.# H 120415, dtd. 5131/96
1,406 shares
127 shares
84 shares
12. General Public Utilities, Common Stock - Cert.1I
GPU35 1825, dtd, 6/4/96
50 shares
13. Keystone Financial, Common Stock - Cert.# 59544, dtd. 6/6/96
Cert.# 70676, dtd. 8123/96
1,125 shares
562 shares
14. PECO Energy, Common Stock - Cert.# NM332832,
dtd. 6/5/96
456 shares
-18-
Mark E. Hilbert & Associatr
SMALL RESIlJl:NTIAL INCOME PROPERTY APPRAISAL REPORT
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AtI^IHU!i,I:olll!l1\ltd
Mark E. Hilbert & Associot
SMALL RESIDENTIAL INCOME PROPERTY APPRAISAL REPORT
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1ark E, Hilbert & Associates
SMALL RESIDENTIAL INCOME PIlOPERTV APPIlAISAL REPORT
SAtES COMPARISON ANAl.YSIS
- ......~..... .........-----. -- .-
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.... _\JU!L;:_.,J~~,,\J.
_.t,5.000
CommenlS 01\ lolu ~omtl"ItQn Ilo1,:h!dll'\U 10,:0I1<:o1illloll of 1I'lhc.,,,,. olv.lun u 10 r.o"~l!llhl'I:'f'" r.llll\lf 61111\0lh & tI~.1 ~llYPj(;11 iIIYn1h)rl'11'1I1Chn~Ml' "'oll~.tIOIlI!'llh., 11l.I~fll:
S.\!\1j,,~,L!Ja ft....),l!IgLl!l.m!sG!!I!l!<Lg(!l:<!g,!U!!~l!U' It:IL1!!.rgggllr<!g!l _ worl, .1m 1 1,<lln&,__._. __ __ ._~__~____.__
.".,. .IN!)!(:A TJJ.!_Vf\.ll~L!t,(!i!\\,~ l!.f9M!'Mlr.ON AflJ1\QAQ!L_....l._.2 2 Q."Q.PJL
Yol"lflonmollll>ly ulilll"tldl~nl
INCOME APPRQAQ.H
____tI.1_~Q)( 1110" 11111 rnullll'hell!ilIMI J~.~_ ,}L,___..
__ _21,9. ,?,?? .l.~. IlmlcAl HI VALUE UY INcoMf Al'l'IloflCII
Comm~llIt Nllncotnll 'pflluch hll~iudlno UP'''11f 1I110', If IYlil,hlt, .Ild loeoncill'liol\ 011110 UflMI
flECONCIL,^ liON
INDICATED VALUE IIY SAl.ES COMI'AflISON AI'I'I\OACII ,.......... ....,... ..,.... . .. . . .... ..." , ....., " nO,OQO_
INIJICATED VALUE OY INCOMI: Al'l'nOACII . . . . . , . . . . ... .. . . , . . . . " .. . . . . . .. . . . . . . . . . .. . . . .. . . . . .. . " 1219.. 99?..~
INIlICATEIJ VAl.lJ1: ny cnST APf'nOACIt., , . , .....,..,..... ........ ....... . .. , . . .., .. .... .."... I..2H., 119_.
ThiM IlIIllliull. In.dll rXl 'n I.' [~l'tlbltl(IIO Ihl 1111,.111, .11f'Jellor\D, i"'f1~ct or COIl<l>llol\1 h~l.d 11.101"/ [lllllJle,:llo cOlllplellon p.' pi 111' ".ptlelr'G",on,.
(:1II"11\~1l1~ 111<1 coo"'I>(I'" 0' .,lpIlIUI: ..J;9.111nllr~b.l,(;qju,(~hq$pn
rensOllable dlHn"ce .()C tl\<l..s\lbject,
w"r" iI\\l.h"std()secj~!!t"s_a.y!!!tg\1!~ J'ItthlIuL__
fl"IIIHlI"c;hlllll!\ Tlw,,!H!les .co1l\pnrt.sol) llpprp!H~h carrJf!S tlw HIO~t: 'IIBi,ght: (,lL,(I~~Qrmtntng.n:\I;\r~_~\:.vl\Jm~
o~,. i~:,I,s h~S(HLol\J\l1}t(H;t~(!LJ!\(()nnlltjnH nlld not: liS st.luJtJ~t;lvQ n~ t:hf,,\, !.rw.qmQ {lmH:QfH~lLnQr _,ML
(\Ql?9~1~QnL,Qnon9Cq!\Qlll:t~_.QQn('tt;irm~ (18_ ~:1!f) ('.ost npprolll:h I
11>11 'PI"II..I ill hued lIflllll II'~ .!lIW' cl\l,,'niol1' .,,,1 Ihl Ctlll"",II'IlIl. (OI\!II'\l~ILI ",,1 1"1\111110 (;"'''''Ii''''', .,,,, M"knl V.lutl Ih.l III Il.led in
r'llrl,lin MIC fllllll 4.)911.I",il M.ft flllll1 100,111 ltl~v I Ikl.lllchOd (H 1-1 f,IQd 1"/1111 dlln, nIl . ..._""_ [~.l olhel 'l"ch.d
!lWEI rSTIMAH: TIlE MAHKFl' V^llH: or SlJIUr;CT pnol'[(ny AS or O(',t:qh~r" a,_ z7_,~ lobe. ,___,_2ZQ I 990..
I!Wll !'~Ildy n,l I l!l Itlft hu, 01 Inv (lIl"l ~nowle<1l1~ Illd hehll 1,I:;j_cl. .nd Lhll "Nlrr, .,n IIUII .."I C""~t I "\~II!well'~lwul\.lIy 1I'~pn 11I'III'ft IU"ltI' l!uo!llllly bOlh IIl~idn .nd ou\ er"!l>.~1
!lellOllllly m.d. .'1 '.lnl':III1IP<l~IIQI1 Ol~lh::I;II'.' bin Cll~'" 'nl'OIl .,1<1 !I'_1 Il>vel "II. Illl tll""~' hlu,IIHI<lIUl I,'U.'II Ol!"'"l>tI< 11~' .hel.1I1
AI'fll1f1ISffW11 ~~0'~ /6;;.."{/' /4-'./-- IUVilW^"I'f1f1i'jlll [J n
'l1(lNAltlfl[ /-" /~f':,...:/' ~ fyi',. l,l_ppllc_hle! ',lllNAltllll _~ ____~ I},d fJldllOl
NAMI rk iF lIflh r t'flr,lf In~ll.(.t "!'lIl'ally
rrallrli. M.c 101101:.1 lOlUlI:/1\ IlIln.
MCf" 1i,',t!~~(I;<l;", " r. ";;;111- i'll "i -01111 ','iiljU
!'Atl[ 4 or 4
rl;;IlIIl'.M'le-'f(llll1 102b'-~-~ 1I;;lll',.6io,,'-
Mark E. Hilbert & Associat_ #
Fil. No, 97177
~. -. t-.~-- -.---,- ... -,....-------.. .. ... --....--.-- h___. .. , .. ---.
-
OPERA TING INCOME 8T A TEMENT
Ono-to Four-Family Invostmont Properly Bnd Two.to Four.Famlly Ownor-Occuplad Property
- - -
PlOptlf IV Afldrtlfllt
307 South ?'It:h fH:rC(ll: Cnmp 1I111 I'A 17011.
."..' Cilv Slnt/! 71.. C",I.
-
Oonn,nlllllllfuollnnw: Thill lurrll "I 10 !In prnplHnd Jolnllv by llwlilllll nppllfl/llll, thn lIJ1prllllltll, lllld lundor'll 1lllllorwllIor. Thn Ilppllun'll mU1I1
l10llljllflln tho lotlowinn llOhlldul(l inc!wlltillU olleh ulllt'fI wnlnl fltnlufI, IOIl!IlI IIXpllllHlIU dlllfl, ourlllnt fUIlI, Ilullklll rOllI, IIIUJ tho ronjllJIlflllJilI1V lur
ullli1V fl)o(IHIIlfHlll. Hlllllnl lill\HOll rnlllll he bOllod on illn fontlOf nn lIlIlwllluhnd unl,.
Cutronlly EKphntl/J1l eWrnll1 nnn\ Mtltkol Anlll Paid PaId
Aonlfld Dnto Por Month Pllr Month Utilitv EXp61lSO B'IOwllor BV TtlllOllt
U/III Nn, 1 V" B NO~ -~.._....__..__..-.~~. I --.. ... ---.. .--- I .. 7l9,90 m.'~' EhwUlolly, . . , , . . . , ~ B
Unit No, 2 V" No --_._---~.__.,,-~ I -...-...--..., "..-~- I)"QQQ,QQ 0.. .,."".,., ,
Unit No.3 V" B NOr~ --~_..._..._._._.- I --~--.- -.- --+-. ...m. S -.. ...-------..-,-.. _______. ruol Oil".,..", ,
Unll No, 4 V" No r_ .~_._- -.- I ---- -- .- .._~ I _. '_'__n u_."._ .__~.. FllOI tOlhnr) , . , . , . . ~ R
Wntor/Sftwor,.", ,
lotnl ......,... .. ..................... I _'_~_'h_..__._. ___ I L m .~_ .-... lrlmh Romoval , . , . . [J
Tho npplinont should cornplftto nil of tho IrlOOIllO And OXIHHlRfl proJootlons find for 0)(1611no proportion provldo Rohllll your-ond oporotirlU alololllon19
lor the IH\51 Iwo yonrs Hor now propoflloa tho ojlphOllnl'u Ilrojnolod 11\001116 and IlKIHHtSOU must u. flrovlded ). Thill OporoUllg 1l1tJorno
SlotflmOIlt and tiny previous oporntlnu fltolumnntfl the nppllollflt provldu8 muat !tHIn ho \lnllt to tho IIllprulsfH for fovlew, oornrnol\t, ond/or
mljuBtmontolloxt 10 Iho nppliollnt'n !lnurofl hqJ'l Appllcnnt/Apprlllllor 26613001, II tho opprolnor ia rotolnod 10 comploto tho lorm Inslond ulll10
OPfltlCOIII, tho londer mUfll provldo 10 Iho opprolsor tho oforllmontlonod oporoUny sllltomonlfl, morlUooo Illllurollco premium. HOA dllOS,
Itlnflohold pllymnnlo, suhordlnnto flnnnolng, /lllu/or ony othor rol6vorll inlorrnollol1 os to Iho Inoome and expansos of tho sllbJllot properly
rocnlvod flol11lho apr)licnnl to 9uustnnllnto tho proJaotlons, Tllflufldorwlllor uhould oiHohJlly roviow tho npplloonl's/Appraisor'o PloJoctlons ond
the opprnlfl(ll'S oornmonts oonoornlng Ihooo projoollol\s. Tho undorwrllor should rnnko any filial ndj\Jsunonlfl tl10t oro nOOOll8fHY 10 more
ftCOUfnl(lly roll001 ony lncomo or (I)(ponao horns II10t nppftnr unronsoflllblo for tho marko!. (Rool eslnto (0)(08 find Insurance on Ihoae Iypos 01
proponloll ". Inoludod I" PITI nnd nol ontoulnlod fiR nn nnlllJnl f1KpOltflO lIoml. 111001110 nllClllld lio bllAOd on ourrOll1 ronls, but ahauld not
exceed malkot ronlo. Whon thoro flfO no ClHrflnt ronle bnoouso tho propofly Is prOrlOROd, !lOW, or ourrontly VQonnl. ",lllkot lenls should bo used,
Annual Illcome and Expense Projection for Next 12 Months
AdjuBtmenls by
If'IOomo (00 Ilollncludo Income for ownor.ooouplfld unltsl By Applioont/Approisor Lendor's Undorwrlter
Groos Annunl Rentnl (trom unltis) to be rnntodl. , , . . . . . . , . , . , . , . , $U.QOO I --
Other Incomo (lncludo oouroes) . . , . . . , , . , . , . , . . . , , . . , . , . , . , . t._ - t
Totf'll ,.,."..,.. """,.'.....,.,....,..,'.'..,."" IZL.QQO I,
Les9 VooonoyJRont LOB a , . , , . . , . , . . , , , . . . , . , . . , , , . , , , , . , . , - _l!~Q_.______I.Q!uj,l I %)
EffoollvfI Gross Incorne. . , , , , . , . . . . . , . . . . . . . . . . . . , , , , , , , , . $2.0.160 I
hpensol (Do flot Includo oXpon800 for owner.ooouplod unltol
Eleolriclty , , , . , , . . , . , , , , , . , . , , . , . , , . . . . . . . . , , . . , , , , . . ,
089 ,....", ,.,..""".......,....,."......,.,." ---------
Fuel Oil "".,.,..""'..,..."",............",.,,,
Fuel. . , , , , . , . . , , . , . . . , . (Typ. . 2J!L 1 1.lQ.0
Walor/Sower , , , . . . , . . . , , . , , , . . , . , . , . , , , , , , . . . . , , , , . , , , 2.QO
lrnoh RomovAI ,.............,."'....,......,,..,.,.,. tOO
Pesl Conlrol ..' ....""".,.,.........,..'""..",., --
Olher T8x08 or lIoense9 ....'.,.,."...".",...,.,."". --
CtJBual lohor .,.., ,.'"",..........,...,...".'...., ill-.
Thill Inoludfl9 the oools lor puulio er08 oloanlng. onow romoval, 010"
even though the eppllonnt may not ole-at 10 oonttAot tor Duoh
sorvlnos.
Iptorlor PhlntlDecortHlng . . , , . . , . . , , . , . . , , . , . , . . . . . , . . , . . , , 2.2.L -.-
ThiS Includos the oosls c.l oonlrootlabor llnd moterlals that urn
requirod 10 melnloln Iho Interiors 01 tho living units,
Genorfll Rflllnirs/Mollllollflnoo ,.,.'",...."...,...,.,.... 5&0
Thin Inoludfl(J thft OOStll 01 oOlltraollnbor and Infltorlnlll tlWI IIro
rflquhod 10 maintain Ihe puuHo corridors, stelrweyn, fools, ,
meohonlool systoms, o,ounds, elo,
Menng8rnenl Expona8s "'.,...",..",.,..."",.,.',,.. ---.
Those arc 1ho cuslomary eKpenS6fl thot It prolollsloll81 monnllornollt
cornpllny would ohnr(Jo 10 mnnnuo the proporly,
Supplies. . . , . . , . . . , , , , . , . , . , . , . . , , , . , , . , , , , . . , . . , , . , .
Thill includos tho (loalo of II0lna Uknllght bulbs, jllnltorlnl
supplllts, elo,
Totol HtlplltlJoment R89(1rV68 " 9.. Schedule on PIJ. 2 "'.;.,'.,.,..,, .1.27
MloOflll8nooua .", .."", ,'.,.."....,.....'"",.".., -. --
,. """,..... ,.."'...,.,.".".,'...,,'.,,,.,.,... -
,..,.".".". '......,., """"""""""""""
'..."..'.... ,..."......"".,..."".,.."..,.,.. --
.... ."".".. """""""""""""""'"''''
,. ',..",......"".,.".,......""""""","." -
.. ",.."., ,....,.",..,.,..,'......,....".,.,,,.., -----
. . ,',.",.,....",...,.,...'",..,....,.""",.".. ---_...._-~~._.._-_.__._- --~- ,--
. ...,...,.,.....,.....".,."....,....,..,.,.,,,.,.. _._.._~._~-_._-~---- - -
Total Operallng Expanses , , ,. . , s ,1..zn_________________ I - -
. --- . ..---- ~.. -.. ._._-_.~---------
..-- .-.---.-- ._---+--, w'., n .__._u -..- .., ---.---.-.- -...".- ---- - ..._- .....-- ..n ~ --.--,...." ----..-...- - ..,,--.- .- .- --
F,(lddleMH fall[109a ^"o!lll
,....'II(! Mu fOlm 2'6 '\IIg 08
Mes, !llcl'.OII'OIl, IX 1&001 1214) tlll9.IJllJ
r.oelo12
MC9 Fo",\012
-----_._--_._._-_.__._---~-- ..---- - -- ..- ., '-' ..._._______.. '---"---'_"'0'-" ...__ .:.:. ,
-
REPLACEMENT RESERVE SCHEDULE
-,
Adtlq~'ftte rflpllScement r6981V09 must bo calculated roglHcHeBfl 01 whothnr onlllill r08ftrVOtl I1ro IHovldud for on tile nwntlf'" nllorntlrlU 1l1nl411tl81l11i
or art! customary in the local morkol. Thifl roprollOnla tho totol flVor(J(J~ Yfllltly roaorVOR. Gonorully, nil flqulplllUtlllmd o[lInpnHul\ltl tlUll hit VII II
rOlTltllnlrlg life of morn thon 01\0 year-such all IIl!riuortfIOIIl, f110VOfl, clnlhoa WOOhofl.l/drynrfl, trllllh oompuotoffll hutlUtltHI, rOI)III, 11IId 1J1II11IIl11lU, (~Io.'
ahould ba ftxpensod on a roplaoomont OOflt baDia,
.~
Equipment Replllcemont nomnlnlng By Aplln.antl tend"
Cuet Ufo A'lpuNler Ad~J'lfnQ"I.
Slovos/Rango9 , , @ 1/&9_.._ an. ... l~.._ Vrs. x 2 Unlto . 1 ~l,lJ_~.__..~.__ 1.__..._---- ....-
Rofrlgerators ".. @ I1QL........._ on, l?_ Vrs. x 2 __M.. Units . I,Q ~___._._.__.... 1.________._..--
Olshwflsher:i ",. @ 1.300 . on. lL_. Vrs, I( 1..._______ Unllfl . IZL....... .._~.._- "-' I . ,,--.. ..
Ale Unit... " @ I~__- on, _..~._.- Vra. )( .- Vnlla . I n _~."~.---+ _~~___~.c__~~ I
C. W89hor/DrYflfe . , @ 140.9__ on. il._ Vrs, I( L-_.__.____. Unlls . IH_&L._.............
HWHiluters ." @ 1475 on, 2.9-_ Vrs, )1'. 1. --- Unllfl . 12JLll_......._.__._
Furnaco(s), , , , , . . @ I~Q.L.........__ eo, ZQ.- VIS. I( L__._ Units . I JQ__.__............. I 0"" -."-,"""--'
(Oth..) . . . . ".. @ 1_.__, 00, - Vrs, I( --.. Uhlhl . 1 .__......__~.._.._ 1..................-
Roof. ,., ""'t @ 13500 _ 1L- Vrs. I( One Bldg, .. ""'" . I.lU,..6L......._....._ 1_._._...-, ------. ...._,
Corpotlng lWelt to Wall) Rernnlnlno
Life
(Unlto) !l7~_ Tolol Sq, Yd.. @ $ 12~ Par Sq. Yd. 'c ~ Vrs, . IJ2L....................... -< ,~ 1__......._ ----
(Publlo Arens) __ Totol Sq, Yd., @ S --- Po, Sq. Yd. .--- V,a, . I -- --~--~-:~-~,,~"'~~~ ~~~~ I ~_~_~T~ -- ..
Totol Re,)laooment Reservetl. (Enler on Pg. 1) 17~7._............. -~'"P- ..u_"_.
n ._.-
OPERATING INCOME RECONCILIATION
1 20 .1~<L-____.. .1 3.732 . $ li..!t2JL___.. ..-..~,.." t2 . I 1.30. ----." -"--,
Effootivo Grose Inoomo TotElI Operating Expellees OpcJfflllng 1111101110 Munthlv OllCltllllnu hwomo
1 _.- .1 --- . $ ~--~---~~".... .~.~--
Monthly OperBtlng Income Monthly Housing Expenso Net CElllh Flow
(Nott): Monthly Housing EKpenso Includes principal and Intore8t on tho mortgAge, hnlnrd Inuurlwao 'lffllllhlfll!l, Inill nalnln tmlu, monga,,"
InsurBllce premiums, HOA duas, lensehold payments, and subordInate financing poymenttl.l
Underwriter's Itllllruotlons lor 2.4 Family Owner-Oooupled Properlles
. If Monthly Operating Income Is 0 positive numbor, entor 6S 'Net Rental Income' In thet '01088 Monthly Inoottlo' 'ttllll,," of FuuJdlo Muo
Form 65/Fannie Mne Form 1003, H Monthlv Operating Inoorne is 0 llogo11ve numbor, It musl he lflClh.IIJ.,d nil n IInhlllty for llUlIUfloltlhHl
purpostHI,
. The borrower's monthly housing expense-to-Inoome rotlo muot be oaloulatod by t~omfJnrlf1U lho tot,,1 Monthlv Huunlnu E)(IlenlO fur
the subJeot property to the borrower's Globle monthly Inoolm"
-. -- --
UnderwrIter's Instruotlons for 1-4 Family Investment Propertios
. If Net Cosh Flow Is n posltlve number, olltor 09 'Net Rontallnoome' 111 tho '01088 Monthly 111111"'111' Itfotlolllll rffHhflo M.tIl rrHllI 6tH
Fannie Mae Form 1003. II Nel Cosh Flow is n IHlgBtlvo number, It !nt/ot lIo lnol\lolld nil II UllhUHy fOI l1unlillil.H!nl1 'IUlllulInlll,
. The borrower's monthlv housing 6xponso-to-lnoomo ratlo mUst ho oolol/lnU,d hV (Jompllflno t!lu tollil MillllhIVlioll,II\\1 hJltH1Mft 1m t'"
borrower's prlml1ry rosldenco to the borrowor's stobln monthly Inoul11o.
Appraiser's Commants (lnoludlng 9011rcltlll lor dlHa and ratlonnlo f(lr tho lllojootlonlll
,
0/;L
MllJk E~l!llmt /-/.., " ~.//-, QQl;Qb.lI.J:...Il...l2.2L__
~'r?O~ " ~Z::"'J
- " r .;.-;i'.+C;f...,;....'. 'If'~ ~.-- --------.-------------
-- - -- - - -------
Annr"lsor Nome . ,,~..
Undorwflter'9 Comments oml Ratlonalo for Ad/uutrnullta
"
- -..----....... II .. ;;;,:_-~~......._~--
Underwrite' Nome
. .__,n_..".__.". - .... ---- -.-"
o .
Fleddlll Mia FOlln 9aR AlIg sa
Flnf1I. Mte Form 216 ,6,u1l80
Mark E. Hilbert & Associat...'"
Ml!ll, IIldlIHt"J!l, Iii lIill,,1 UUt !lfill/lIll
Illtfl"J1i11
MCS 11111ll fIl'
Mark E. Hilbert & AssociatE
.
r
FII. Nu, 971 77. .__
.._PQJlnruoil<;;ll"nL__W!.'ng~ IQ. ,. (li~ l:~ t:ll)
_~IQ~qllv..All<jm'nJQJ, SQ\!l:h2',I;1! ~q'!\~1:
_g_!t_v_C_6mp_llll,~.. ,", ~:II~!111_y Gwnl,.,>[ land
londo, Dauphin Deposit 'I'rust D(Jpnrtment
~I~!~ I'll.
.7,II! QQ<l~.17QLL.._.
.J.'-.-.'....
.... - '. -... -' - '~.
ADDENDUM B
APPRAISAL CERTIFICATION
I certify that, to the best of my knowledge and be I.l.e f :
the statements of fact cont.aIned in this report are true and correct.
the reported analysHs, opinions, and concluslons ara limited only by the reported
asstlll1ptl.C'ns and limIting condItions, and are lilY personal, unbIased professional analyses,
and ~oncl.usions.
I have no (or the spedfied) present or prospective interest in the property that is the
subject. of thIs report., and I have no (or the specifIed) personal Interest or bias wHh
respect to the parties involved,
my compensation Is not contingent upon the reporting of a predetermined value or dIrection
in value that favors tho cause of the eli.ent:, the Amount of the value estimate. t:l,e
attni.nment of a st:l.pulllted result, or t:h(l oeC\1rrence of II subsequent: event,
the appraisal assignme!1t was not based on a requested minimum valuation, a specific
valuatIon, or the approval of a loan.
my analyses, opinions, and conclusIons were developed, and thls report has been prepered In
conformIty wlth the Uniform Btandards of Professlonnl Appraisal Practice and also
requIrements of the Code of Profess lond Et.hics and the Standards of Professional Practice
of the AppraIsal Institute.
the use of this report is s\1bjer.t to the requirements of the Appraisal Instltute to review
by Its duly authorized representatives,
I have (oJ: have not) made a personal inspectIon of the property that is the subject of this
report,
no one provided significant professional assIstance to the person signl.ng this report, (If
there are except:l.ons, the names of each indivl.dual providing signi.f1cant assistance must be
as stated.)
as of the date of thIs report, I, _Mark Ie, HUbert
have completed the requIrements under the continuing education programs of the Appraisal
Institute,
A review of thls agreement of sales has been determined that porsonsl property items, and/or
intangIble items, that are not real property, HAVE NOT beon ine1udod In the agreement of sale,
Personal property Items, and/or Intangible Hems HAVE NOT been considered in determIning the
subjects estimated market value.
.,., "'" ",., .....". ....."..."""",.., """ .,.,.. "",.., ".,..,.... ,. ..,....,...."......,
NO
1. X
2,
3. X
YES
The subject sold during the last year,
Sale ptl,ce $ Date
_X_ The subjeot was listed for sale at the time of inspection.
Listing price $ 250,000
The subject was under agreement at the time of inspectiot:!,
Agreement price $
Octoher 8,1997
Date
~)
/
4:. .' ,/'.
/ Y.
0<. ..~ %i
'PP<'i"'~~'
(X) did () did not inspect property
rllfmHt8
Mes, fhchIHI,on, IX lli(J(ll 1~'41IHl0I1IlJ
Mark E. Hilbert & Associatt
,._,.~------~_..,...__.._.~-,".~-,.._--_._-~--.~.~...,'-"-"--'-'~ ____n__ . --- -- -., ------_._~,._.~- -----.' ...-- '-~-'~"'-----'~_._n'~'__M___
- - FH. f'Jo, ~nrz.
. ADDENDUM TO APPRAISAL
-- .--- --,
APPRAISAl. REQUIREMENTS
MANDATED BY FIRREA
I ofJrllf\' thnt 111ft npptllisol tlOtlfOfmo In 1110 UnlfOrfll Slnndnrdll 01 Profollu!ol1nl ^PPffllnfll ProofloG (USPAPI flWlnulUfttod
by the Aflprnhll~1 Slnmjmdo Bonrd of tho AllIHlllllUI Fnlllldl\ll(Jll.
Thlt .uhloo! 00 II., Olio not) liolod hH onlo, Iho IINUtlIlIH!(JO 11'1 $ '-"-~--,.-.__.. My ustlmata of the fOft8011ftble markotlng
p.,lod 01 tho .uhloot P'OPOttv I. lZ!.LD~n,__.
It fill ftppronoh tf) value WI'It' not u8od, Iho lollowlng 18 on fll(plnnatlon why It wos not oOllsldered,
CORt: -'~~.~----~~--_................_-_.~.._-,~.,-~. -
-~_.._._--_._--------~----_._._--------------~-..~-_..
Morkf\.t: .
-'............_--~--................~-,
---~-~._---~----.--------------_..~--
Inoome: _____._______
--- -- ------
Thtt appralul .lllgnment Olwo., !Xllwu not1 band on requolted mInImum or .peolflo valuation or on the approval
of aloe",
I o Ihovol liJ (have nfl) flnnllo1allnleroatln tho lo.an transaotlon and do not otand to benoflt In allY way from the
volue ptaQP)d on the ptoparty.
I 00 (have) 0 fhevo notllnoludod 8 noparille oSBossrnent at parsollal proporty, fh<lurosr or lntanglbla Item9 which
ere Httnohed to or loonted on th(l roal properly, 'rh"ao homo 0 (dol 00 (do not) affoot tho market value of the
real proportv,
Any crootlve flnanolal or Rol09 00"008810119 that MO known to tho oppralaer have be8rt adjusted In the oompara,bhul of thle
appreieal,
In pefformlng thin appralsell I Wos not "ble to revlow tho:
~- IIn.o,t NIA IIlnoppl/coblo}
--
Thfl above Itams should be abtelnod by tho lendor whon rovleWlng tho appralsel roport,
This appralsol vnluntlonof tho sub/eot proporty Is In 8n "flsls" oC.lfldltlon OB of tho dllto of Inspoolloh.
I oertlfy 1hot I "/:lve the approprlnto knowlodge and oxperjenoo thflt Was 1l00eBIIIJrY to oomploto this 888lgnmont,
~~{f~~~---_._-- October 8.1997 -
Ma . tlbe~t' DATE
This appraisal report conforms to the Uniform Standarda of Profeaaional Appraisal Fractice
(USPAP) adopted by the Appraisal Founds t ion.
The buUder/aeller is paying " points ($- -)
and/(Jr $ tn concossions on the subject property.
The folll1l</ing personal property. flxtures, and/or intangible items are 1I0t included in the
appraIsed value but are a part: of the sale of the subject property,
n'EH ESTIMATED VALUE
1.
2. -- -
3. - -- -
4. -- --
, --- -
It should be noted that the a.ppra.lser Is trn tned in the valuation of Real Property. not
Personal Property, therefore, the above estimated values may have dlcrepancl.es from real
value.
- ,_. -- ~ . ~"m._ __ ___._."_ ......~~ n_"_ ~.....~ ..-. - -... -~- .. -----.---~-- -.. -...-, .. ... ._--~....~. ... ~
Formnt
MC!I,llr.:hlrdootl, lX IfolHIl (ll"tlHllI 1HIl
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,~'AUO ANn nfl.lvrllrl'l IN
I ".,lHOIO'
olIlIlIl~..it.I".
'~VICl'U"AVUI.L
C~NrtAL 'INH'.I.'f~'U"f''', '
COUNty or O"U' ........ , .
OH HUI _Oni DAr O1"~'4IU ".0,"".'''0111I'''''1 \'Wl fVUtlfllllit,,' "IOtA,flV fIU"'I' IN!
lAID COU~" Men lun .U.O'lII,Lt........ ntl AIe'h" HAWO fIICNUC O.IlWlllI!Pt,"kO \'1"1I~,~
lito:Jtllll(~ IIlUO IN ClUI '0"'-1 O~ l,liW ,liC"~i~1h1U(l lt1f 'Ollrll!!ltIl.JHM"TVMl '~_" ,flllllI "Ot~
A"lll Of.'IfUD T'tAT Hie It/I( ..IIIH Il IllCOftOllllil:A4.l.DtII--- 'I
tllhUI II' HUoIO A"O II!OI..IlU\. jtAl..,..r-DAY ANr~ .,O.IU,O, I I \
~ ~, ,
....,.-' ~...... DAVID OM. 1111. ,
I ...-'" oDO' j............. HorAA' 'V'~IO
.,..- 'I' '"''''"00,'I.l''' .,,,. '"
'/ 'f' ~-...
II(IlUy cr~TI'V TMA' lMl IIUIOlNll1 'liD (o,tle( Of IUftHN OUH!IC II '104"~
II 1"U.O.","NA
'l.'~l ,Oli'I'Il' "llU
~1~~llN 1II1'~IIOIIIlcm'/IIIl).
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..
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· , I . '01.111",-" JIQ'-'aUQ ,., '"l
Hl~ 1/ X r " . ,~"'" !o.nUGH or e'M' HilI.
HO\'L.IHOU IIruyv OO"'fIIAH' WcI~,
fO _H4~(uu.,-1.0,..9f4-
GUY Q,.,rm!~T I lli!!lJl..UUJ.AL.
ANO 'r .....".
MAIU U,'llrlQUT,Hl, 'If[ 'l 'Hit 1 HOllrlf\,HtC. 1lI..~t Ht I. 'H....~YO,. Mn'lOllIIl A,P,OHI
ODICI. ~ &.00 I MINI HUHDllrD ANti nll*T\'N'I.lI(U,IfJ. InrU" nu oo"'OII.\Tl
,loOO. c....,,'" HI~1. 1 "AU(IITVLt AlrlO f1rLr II' HOll.l~U llCA4.TY COW"'/1l A 00",0"
OAUO )lqV~M'rJ1 10'H,\"~ ,0IlOMHUD ...'ltl '''''IHO UHotll TH[ \,...., OF 1Hf COt.ArlOH'ttktM
Ll1t~~f.-~ Inv""H",1I1H 111 I'ftIHO"Al. P\,ACl Of IUIIH[U 1M lHl Clfl
'VIlO.OAV/'H'M oou~".P.AllfY 0' lHt: ON( ,~'" AAD Ill\' ....ftNatAT AND "'''UL ",.'tIHUIU.HII
He CI?\' or HA~RI'8V1l0, DooNl., 1# bAUIIHIN IN TIl( ITAn, II(NittYI..VAHIA.'MTIU Of lHI
"MT .lTHUUTHI TltAT HIt SAllJ IIU" 0' nl( 'IA" PMj '0" I.N~ IN C:OH.1DUAfl0N 0' T~
ON( 00LLAII(I1.00) MiD OTHrII GOOD AND lALU".\,e CQ""Ot "TlON'.l.At,Ul WONlY 0' TH( V,~lTI:
TO I' IN ~AtID "Alp IV ltl( lAID "A",. 0' HI[ ICOOH') "AIlT AT THe lllJ( Q, Tilt: IUOVTldN
A[C[ '" tHt'!lO' 18 Htllut MlKNOlfl.lMlD,WAO tlII'HUOI,AIl41.IHCD1.0I.0.ALllurQ. .~lo'''n,''
AIID CONf'IItl,UO,"lCn 11'1 fM!U '_!UlITl Ot)U 0"'''1, ''''IOAIN: SU~IAlltN,(H'(O"""I:L.IAe[ Mt I
UNTO Tile ',1,10 IIA1tTIU 0' THI I(OO~D ""ATlffl[,R IUOtU!k1f1lll AND AU'ON';A~L T~...r 1l(~Uj
0'" "MICllo 0' LAIIO ..ITUATI 1.11 'hil IQ~OlJQH 01 Q~ HILL, CC\Jllty 0' cuuat~L.'HD ,1~l) '~A.ts.
-~VAH1AI"'0.ru: 'AAflCUUJlLY 10UNOl:D "'1/0 DC9CAIIl!D AI 'OUOiO.'O .1H ,.'
IUINNIM AT nIt NOIWI~A'T OO"~tf1 0' OI"I('H'O~ AVC~I "HD T'rC~V~"OUll'li 'T.r"I,
HOAH,~ \.'tOLl AL.O/'lll Ttlt l..'AITI~" IIOt I)f rttNTv-rOUIl't11 _TUU Il('1CHTV"J1YC('J" nn TO A
THeNce UIT1IAAOlV ALONO l~r IOUTII,II" LINt Of' lOT NO, l!h1( ON A '\,A14 0' Lon,A',tlCIl''''
I'lrrc.ItRro Tol O'll. kuNOIICO 'HI"'r-fI'l"(1.361 rUT TO. 'OINTlnlt/lec tOUTt1lI'i\AllU ALO"I 'K
Lottie I:f: ~OT HO.150( \IN ^ IILAN lW 1.~1I .', HEI:(IHArTl:Il "CfUlleo '01 IEY'HTY-'IVt(~) re'
1'01"" ON Tllr /'lOAfH!".1 LINt (Jf DtCKINSQN AVENU[ITtlENOC WlU_,IJIDlV ALOHQ THE HORTH(II" 1.1
QIOIiIMON ilVtNUC ON( I1UHonLO THIRTY 'tn(I'" 'UT TO A 'OI"T ,hI' ,uct 0' 'UINI'IIfrlO,
IC'~' LOT ~O, 159 011' ,LIlN \If Loti ~NO." At OtlAATIUlI.IIlAOC,.AIO P\,AH IEIHQ Itr.t;
lHI: ~r;gDFlI)[1I111 O"IOl IN ANO lOll tLJ.leUllAHI) C1llUNT'I' 1M ~l"'t,j tOOll; l.fIIAQC 69. !,
TI-lC AIIOvr DU4~ litO ~Dl la U~..fl1lr TltAl' 't~or o.IitOf1lt~lICR AHO IoILld'N !lTalli'
.' THr:I~ ouo O~T[O 10TH DAY OF/~9~f'''~b Ilr:oo~oeo IN T'tll AtOOIlD~JII" OrFtCl 'Iii AI\D,
LAMa COUN', IN DUO .oow _I '10."W( n, 'AOhIlDI I1I1AHUO ,1,>>0 CONVt1l0 TO ttrX.L (Hot.ll ".
QRAHfOIU H(~[Hft I
IT r. HCJrt!:av 'IIPIUUlV OO'\iUMMTiD AI'IO MACRO IV AND 1E'l'i1h 'H~ PA~"U HUlTO.
OUO II ~AOI AHO IAgC(rTlO 'UI.J[OT TO TM( CClVCMNTf AHO OOIiOlflO'il Hl~( Itw'T~_ "AHD.'
AO~U~UlTl "OF!'~ "1.1 0' 'he OtlO' FOA h( CON'lnANO! G1 r'lt~y. o,~c~ '''liT d, etlM
AI ~AID OUT IV. '(HIlor O."M(lUJC~.rT .AI.,lIttAU, DllHTlIUI M eMl( 'OHOITlON' 'AAD COvlN
T~AT V."ltNC[ WAy tt I,lAOC AI TO IUI~OINIJ UIt(II AND f'\J^TH[R llO~OIT'IO'" AfolO OOYUI.AHTI
1. kO IUILDIHi) Oil A~, PlAT nUIl(OF"(r~lt(PTlWl ,aRCHU) SHAlL- n 1I'''OTlO 'AHaW"1
" 1..111 DIIU'iCl '''OM Till nllU1 LINn THAN A' 1II01llN 4.. tAlO I'I,AN 0' CHAIl1lrlll 'LAOl,
a. hO lIutLDIMO.IIOC 'OlttH 0" orHC~ 'T.IIUCl'~1 '1iA/.\. IE [ItIOTlO ON J.~v LOT ON 1 .l
.. LI" OI"A/CDt TH.\" 'IV! ~llT 'MW ANY "O.,/OINI"O '"Of't"''' IID[ LlNtfUtI.'T1IHl1 aMAD(
'"" 0' LOT,I I
,. Nl: JlU, D, 'HI' loOT 'HA~1. It UIID 'Olt I. Wl~OAHJ'lU U'~'LISHI.I("1 b, AHy .0
MlHT HOVtr 0.11 Htl."ul"
4, "aT MOAC TtI,," O~l 'IHQU a,ULIHI H'U'~ 'H"li\' It U(CTtO ON I.0T 'ITH .
.lInY(dOJ rru 011 IoU' ANO NO ODYllf 0" Idll"OtTACHCO O..II,,\,INO' It1AL.LIC'tlltou:a ON'
--'---'
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11' "1'\
1"
[,[il] fH.;,\JI1~L if.lL.\ \It.t I
~ tl, i\ \1\.1,
J l' ...) l {,l))l)
I,
OfrlC:ll Of THE 1l0l\O\lGH S~(;I\f.T A/' ,
~~ilis\lnli~1\ -:.f PIP~~.2.!.!W Hill. Por~t~
.At"" '"',,' 1111 U\lIIIII. I,I.,,~, ,,,,I 1Ir1,,~ """. will, 11,.lr ,1141\ ,h.1 II moY III rCKIII".d,
I. ,1..1'0,1 hI' Will, .enl' ,,,,,,.. a",1 1,\10,1 ,1M' ,If l"Oh.l< .",\ W\1Illouk, lnd brl"a eoPY
,lIlh.\ Ie ,,"y I'. "~ilt,,,,1
IY I. l"h,rll.d ","1.. Ih. l"t..H.1' 1.11", mI' ",,,. ""I 'u..r\ ~... 01 d..lh .nd n.m" of.1\
ownt!! '
~lrW I. 'O\I,,\wl \'If' ""tltl,," I,,",;o.dl"~', 1\<<'" uf Ihl Oq,I""'. (;11,,11, .1'., 1"..'1 dill 01
Jt~r" OIHI wh." ,,"'''ilod. , d,,"~~ "f """" h.. u",,"IO'1 hy ,..'00 of i1\1Ir1'R". .Ie" I",.n
"r.nn' 1\1'\1'" 1,,1 nWO'f,
FQrm,r Ow".r
---
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J I I
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J-
"'I!Hl.'J~ e~
Htlldl('r. I'r _
o,te of chnng' ~.!J.LillU--
Consideration, $.w.L
Deed Book _~ V"LJa.-Pell,Jal
..~~...........-----~'---~.
~-_........-
Pro6ent Owner
-~----......-
._- .......-----.......----~---.
~Jii,Jld UI":;r'lr\
l~ ~~_....J :" h',' .:J.......w._'..u.-.~--
~--
-,....-..
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U'.' llrl~-:--"''''--'~
-
Word --.
Str..t ."d Number
L'~UI~,~I\ ,nn {,Vl,ol\lf,
-
-
~Lot_@' l~" .Plan of.-CiJ"."i.r'. ,l1n''''-
Delcription of Property
l whleh Inllll he .n e,nCI ""~Y of Ih. ,1...1, \n",,,\ln~ ",it.I, o...rn.n" and ,.","Iions.)
1'\"" kif" .neh tt",crlJ'\\2." un ..n..!..lt !>1'I'k or ~!ll!!:
13.f:'I!",nl~1! I'~: \,,'.:i'.. "" \, ": .">,,,;,,"" ","" ." I.'lClltll"''',1 /\....lll\\\(l) 01\<.\ hundred
t"r,'I;,'.l1v" I"..\, (1..-11 ".",1'" L' 11",1"" ,,'.'1'11 11l','II"l"OIIOllllf IJlo,~ll"QU
!,~\'"'I( 1'1'\ 1,,,' l. .1'v,"'I" AI'''': I. it". "v" ,,,,r';\',il\,'dl~ 1\1VIII\ \1'0 ~lIot~l'n li"O'
ClL' j~I,' Ifll'll:< ,"I l~\'l ,,",1 l~il (\'11 I' 1'\...., I" "...." "., "crvlll,'I't,~ ~"l'~rrod
tu), 0111) '.".1111"";-' l,iI\I:'~' '" 1.'1'; ,I.";) ,.' I. I." " I"'W'" tim nl'u~I'~I'1l 11110 gl'
,\ L,i"'fl" ,,,JI Ic,;I, ",,'. Ii\,"., I." '"'' "",,,""",; "l,'Ii:. lllrllClJ\h,.I'" s!dQ
"" ijl'l" rd""'. (:v) i,"l \"'. "li' ,n,',;' (:',LJ) \'litl \,Q n I,~lll\', t\le
,;.~,,\"'\'II I.l,'" \1i' l,uL I'u. .'0" (VII I' I,'.'" ..,' ~..,. r' 1,...'\II"'tO. r"p:rrou
~IlH \"","1)" :"",\,,,,-.,,,.1, ,.1,,":, 1."': 1.'\,'.1'11 lillfl ",' ",,1" Lot 1\0, lul, ono
",,"'\1'~\(\ t\l'-r\;. .1'\v" (1)'.1) r'I"\ ~" \"", "OI.t,',...,." ,.I".. t'l U~Qltlll~OIl A'IUI,uOj
,,'flIIIIC "".'lIi",,,,,\I,' "lr',' "", "'.f"'", 'If :,\:r. ,. lilv".1I1.QII (,I','IILI'., rirt.l' (51))
I'lL\' I.ll " ""\"," 1."" \'\11\11' "I,' \'("'\"""".' '
b"),,,,, I",~ ,"" 1(,11 ,)\1 ;< 1'1." "" 'II'" "..~,,, "" O\",r\.\-"" \'l,.ce. (l(\i~
I')'" 11';\" "'.~t.,,,'.: '\I ' ... i'. cO',"" ..,,, ,,,,,,,~( I'f. \li,,'llH', Iletlll,)'lvnnlC,
\ II \'J,;: II HlJl)i~ ~'. ,';; ,,', IJ,'.
-- IIICJI,n,,;;Jv T~E -
1\\lllllUQ\I Of CAMf \lILL
"uou~,J.I~
"\i/JI':! .Jl<~lln._
__ ,.~nur,.
--
---
.-
".-, ,
NO.~
'I'Re.GINC~ ..,,,I'lI',H
! . 1. ~1.NIIIT
,
."....-. "",.........~
11 (..) ? IJt~.~(.( '" j,1"i/;.-
Slanlture of Owner or AlIont v'- _.:.-..-~- '" , ' '
flu IIlfl .11<' II.. of thl! bl~lIk 10 ""y n1l""0\,
\~J.
.r I'
1li8
,5)
I A
IE
Ml
-
,'0
...
:' ....1\ '-j r
J,~-ll tr".l.ll-~r.L I t,.I.l,)l l'~~t I ['!\;\ Illl - -
oPFI' ..lfflCE Of TI If. BOROUGH SECnET.b.It'i' I ,.,.' I .') .'.' I. .,
~Jl~~.!:.oP8r1}'.lS:1!"P HIli. ~~~
10." nr "A""" ",,'" 1111 11,,\11,1' 1I1",k, "", ,..iIlK '01". \\'Itl. tn,lr ,1.tI\ 'h" II ""y ho I'flII""'1.
1\1\"\"". h' .1,,10,,\ II!' \ViII. <lOll 11.11.., 0"'\ ,"l1rl dltlo lIf 1",,1,," .\\11 Will Ilook, IlId ul\"K <Oi'Y i'l,
u Will ,n.' It ""Y ho ".111".'1.
" ."~" r " ,,,",,'''" ""',, . h. ,,,"""" ,. .', "... ..".. .,," ,..... .... ., .<<." ... ..... "'."
.h. uwnefll. \--
If r,ur"IY \0 ''''1\11".1 hy 1',,1111,," frllcllllhIA" ,10"'" III ,\.. Oq,\III1'1 ClIII,l, .Ie., ""0" d.'1 01 .
,I..t.' .lId wh"'" ,o.o,dlll. I .h'"K" ,,' """0 1101 OCC\\I"'\ by ,,010" of rnorrll~l, 1'0., \OIorl -
,...... ..' " ~"", '
F,,~' OWM' D... ,f ,h"I' ~ - ~:
_\l.Ql.1.l~..ll.~~NY .__ COl\lid.rlllioll $.--L..oP - - \'
,."".,"""" - ' "
_ . __ Deed Book.Jl-- VoL~P*g.~ -.
...._~._--,----'_..__._.. '
""\'
-"" . '.... ""'-"" ..,"'-"""'-\ll!m...\31'!It<----- - ~
\\."~ IfUlIllIU..PJ\.~-.- ---- ..----------- -- \~
.----:-- -.-------.--------. . ---
....ll.I... A.."II~L 0<,'0 ---~
------ -.:=. --= ---
Wllrd -- -
Stre.t lI"d Number - ------ -
__ _Lot_..-J.'>:.~-' ____PIIl\ of- - --
Descriptioll of Property
(which ""..,- b. '" .xoct oo~Y oflh< "..,\, 'OChll\ill~ ,o.,;t.l. ....m.nll ;nd rlsetvfttlonl.l
~ k~'r ..ch .I...r\p,h'" !!.!!!'P"'l!" hl.nk..2!.. hi en!!:
3'1 'M'" "". ,""''',,'' 00""'" · "'" """" .. ,,", ,.. ," ,'" .,,""," ,,'"
n" ,," """.".,,, "' ,or. '"' "m"" ,,", 'w ,,,,,,,.,..,, ",," ."""."
, '.' ,," " , "," '" ,n" ,," "." AA ,,, ",.. ,"I '""',"'" ,,", ~ "T ". ,"
, "" " ",," . "" '" '''"'' """'" .".. "'" 00' ",,' ""'"'to ,,,.,1-('''' ,,,I
"" '" , """" """", '""",,""",' ""or'" n" " m." ,,"" " '" ",.60
, ." " ".. ~ "," .. ",""" ". ",,"," ,,1 """"."" ,,., "" ""
.or"' .. '''' ",.,,,,.,, ""' . "" "'.." '"' """ T ,,' ,," ",,,..,,, ... "". '''"
,,~,,< '" "" " """ .." .. "'" "" """~" '" ,"".n ," "" "" " ,
POINT,TH( PLACr. or e(GINI~\NG.
at IlIG LOT NO. \.l\9 N A PLAN OF 1.013 ~NO'HN Ml CH^RT It~5 p,-~C!:, S^ ,0 pl.^H
" ," ... M'IO '" "" "",,,,," OF' yO' '" "". .o. ......,,"' c..,," '"
rLA" IOO~ 2.P^ct 69-
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NovtMUt,R L(I.w,6
W^RlltN ~.8t\,\,r;Re
:l.. '1","lI ",,,,"'~^lVllt;,.,(J
." ISf
-
SIi\n.lure l;lf ~ner or Agent "''' I 16\1 .s..n/I..U r~_"f"~.
nil nllt ~\,\.l ,Ilt II( ,hI, hli,nk In II'Y I1'Ilnner,
,"-' '. \
:..--.
.......,......-...
Mark E, Hilbert & Associate
.
...__._.-----.u--..-.----.-..'
f"I. Nu. 97171
DEFINITION OF MARKET VALUE: Tho m01l1 pr"lulhlo prlflu whloh /1 propnr;v IIhOlllcl htinu In n IHll1lrJl"lUhIO "Bd OpOI\ flllUkol
lindo, nil tlondit!ol1R ,nlllllfllht to il loll tH,lo, Iho IIIIYlIr fllld 8ullnl. IIlWh Bellinu prudfll\lly, knnwlftflUllfthly Aud dlUlumi:lu lhft flllolllw nul
illlflCloLl hV lIndu~ illllllUltltl. Impllol1ll1 thil> dfllllllllonlulllll t1UIlIIUlllllltltloll 0111111110 /111 (II t111pUtll1j(](IIJlltn Alldlho ')lIlHJiIlY of tH11l 110m
IInU." lollll\Hlf Ulldllt nllmHlIlItlll whnrnby: (1lbuyur lint! lIulllJf 1110 Iyplolllly ll\utivlIlnd; (21 hulh Illlllioll 1110 Willi mlClflllod ur wall mJvlHfJd,
lI!ld IllWh lUlllllU ill whltllln (lntlllldurll "in lIwn h01l1 inhlrlllll; l~lJ 1I11l/llwIlUhln IImu jllllllllwud 1111 01(1"1111110 tlllho "Iloll Illlllkol; (41 PllY
lIlolll ,,, 'Iulda !U(OIllUI of clUlh In U, S, cloHnlD III III forllls 01 ImnncJnlmUHluollloI11D !l(llllIIlHnlllo thoretoj nllll ml thn 1'11110 rOj'HONtllll"
Ill" rHHmnl onllflldarRtloll for thl'! prnlll'lfIV oold I.lIlnllnotod Ily 8poolnl or mftnllvtt filulIlillnu 01 8olno UOllooIl81on,,' gr~ntt)d hV nn",utln os.
poulnllld with the Inlft,
AdjuIlrnOnl1l to tho nOl11flllrnbltlR mllat bo l1lado for f1pnclnlllr oroatlvn flnn/wlnl' flf anion onnonD9lunu. No ndJuflltmofHB IIro 11000llNtHV
for thoRO t.1001fl whloh tun nnrmnlly II/lid hV tmllorn Uti n rOllll1 of trndlUon CIr low In (I murkol nron; IhoflO oosto flrO rftodily IdonUflllbln
ldnoa the Ilollnr fJtlYO Ihallet uOflls III virtually all nllloll trItlH,netlollfl, SfJCH111l1 or Grnolivo Jilloneln" odjllstrnonl8 (lan he made 10 tho
nomluunbln fltoporly hV nompnlillllrl!.1 to llllonnlno lorllltl ollOlod hy n third IU'f1Y InllUlution"lllIlluer tho1 is nllt olremlv hwolvod III tho
propartv or 1ronsftollol1. AIlV ndjllstmnnt fllloulel not lIo onloulntnd on n llloclllllllonl dollnr lor dollllr ooot of ItHl Ullftl10lng or (1QnOOlllllol1,
but thft dollAr ftmount of any ndlll'lltmollt 8hould nppro)(lmnto Iho mnrkot's rt'loollollto tho flnnnohl{J or oaMosBlOll8 hU9Dd Qn the opp.
rolnr', Judgrnenl.
STATEMENT Of LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: Tho appml.o,'o OOrllllo.\lon thot oppootoln th. upptolool 'opOrllo .ublootto
tho following oondltlons:
1. Tho npproloor will not be responsible fat maltlus of 0 1011(11 noturn Ihnt n!foot olthor tho proportv being npprolaod or the tltlo to It, Th"
llpprelsor n89Umfttl thnt the lU11l 18 {load nnc1 morkotnhlo (lml, thor(lfaro, will nal rondor ftI\y opinions UbOlJl tho 11I10. Tho property Is app'
I nlsod all tho basil Qf It belllg under re9ponslblo ownorshlp.
2, Tho appraiser hus provided" skOloh In tho npprnlsal roport to ohow opproxlmnto dimonolons of Iho llllflrovoments, and the sk6loh Is
includod ollly to o99ist the roader of the rOllorlln visualizing Iho proporly nnrJ undorslanding tho appraisar's dotormlnolinn of lis lIile.
3, Tho appralsor has oxemlnod Iho oVflllablo flood mnpn lhat are prQvlclod by tho Fedoral Emergonoy Monagemont Agenov (or othor duto
ROtlrOes) and hOl noted In tho appraiSAl ((Iport whathor the subJeot tllto Is 100010d In fUl!don(lfiad Spoolal Flood Hallud AreB, Bocauso
tha appralEler Is not 8 surveyor, he or sho mako9 110 {Il1nrontoos, OXIH68S or implied, regarding this detormlnollon.
4. The appraiser will not give 16SlimQny or Ilpponr In oourl hOU811S0 ho or 9he mode on appralsol Qf the proporty In quo$1ian, unloas
speolflc arrangements to do so have boen m8do beforohond,
6, Tho appralsor hil9 e~tlm8tod tho valuo 'of tho lflnd In tho oost approaoh ot Its highest end bost U8e ond tho Improvomont8 at Ihoir oon-
lrib\ltory valuo. Thesn soporato VAluations of tho Innd alld ImprQvemonts mUflt not be used in llonjunotlon wit!' any othor appraisal alld
8ro Invalid If th(lY 8r8 so used.
6, Tllll oppraioer hOD naiad in tho apprals!l1 report flllY ndvorao conditions (such os, neodod ropalrs. depreciation, the prasenoe 01 halor.
daufl wastes, loxIa suhltonoell, eto.) ObSf\fVed during tho illllpootinn of tho subJoot properly or that he or sho beoame aware 01 duting
Ihe normAl resoorch Involved In performing tho IIpprulsfll. Unloss othorwiao slalod In Ihe flpprulsol roport. the opprolsor has no know-
lodgo of flny hlddon or tln8flpnront oondlllons of tho proporty or udvoroo ollvlrnnmolll/ll oondiliolls (Including Iho prosonoo of hOlardous
wall tOR, tOldo substono(ls, etc,) that would nlllkn tho property !noro or less vflllH~hle, ClIld hns 8s9t1mod Ihot t1lfJre aro no sur,h oondltiolls
nnd makes no guaranlees or worr8ntl6s, o)CpreRs or Implied, rogordl/lO tho oondltlon of the proporty. The ftppralSBr will nQt be r09p0I1.
slblo for env such conditions that do 0)(18t or for allY anulnoering or tostlng thot mlghl be foqulrod to disoovor whether such oonditlons
0)(1:)1. BOOOUS8 the oppralsor i8 not nn oxport In tho fiold 01 onvlrolllnolltol hOZlHdR, tho appraisal report mUllt not bo oonsldorod 811 an
onvironmental assossment of tho properly.
7. The appraiser obtained the Informotlon, ollllmatos, find opinlol1l1 Ihol wore t!xploasod In tho oppraisol roport hom souroos that he or
she oonslderft to be tellol>lft nnd belleve8 tham 10 bo trllO nnd oorreol, Thn epprnlser dool not QS9UrnO rellponsibillty far the aooutaoy of
slIoll lloms that were furnlshftd by other partlell.
9. The aplHolser will not dlsolose tho oontonts of the npprolool reporl excopt all provldeu lor In thu Uniform Stftndords of Professional
Apprftiul Praotloe.
9. The appral90r hOA bll90d hla or hnr npprnlsnl roport (ll1d valuation oonlllllSlol1 for on approlaul thUlls subjoct to satla'nototy comp-
Itltlon, rOfHth8, or elternllons on tho 8sollmplion tl1ftt oornplflllon of tho Irnprovolllont& will lIo porformed III n workmanlike manner.
10, Tho npproi9or must provldo his or hnr prior ,^,rlttal1 consonl bofore tho londor/cllollt IIlloolllod ill tho appralsol roport 0011 dl!ltrllJuto
Ihe npprelslll roport (lnoludlng oonoluslllllS nbout tho proporty V(llllO, tho appralsor's Idol1llty 8mJ flrofosslonol dulgnetlona, and
roloronolllJ to ony IHolo8fjlolllll opPlfllsol orll0l1l18110119 01 1110 firm with which tho appraiser Is (l8soeiatodl 10 anyone other limn tho
horrownr; tho mortgageo or ItA 9UCOOllSOrl1 ond nsslOIlR; Iho mortynyo InSUlar; oonsultonts: profosslollalnpprolsal orQ8nl1otlons; tlllV
Sl810 or fedorollv oJ)provod fln~nolol instltutlClI1; or OilY dopllltmont, Ily"r~oy, or InslHJrllonlnHty of Iho Unhod SIol09 or nny stAte or tho
Dlstrlot of ColumbiA; oxoopt thol tho londor/ollont tTI,tV dilllrl!lulo Iho proportv dusorlptlon soction of the roport only 10 dato colloollol1 or
reportIng notvloe(gJ wilholll hovlng (0 obloln tho apflr8111or'0 prior wllllon 0011S0111, The opprtlisor's writton consent and approvnl mU8t
olso bo ...btolnod bofore thn eppralsol oan he oonvoyod by nnVQllo 10 Iho publlo threuoh odvortlslng, publla rolotlon8, nOWR, 8010s, or
olhor medln.
'"c1dillvllcrOml04:J1I 0.11.1
MC9, ll'ctll'lfl>>!1, lX 7r,00l 1214) 61lIJ.J10.l
MC;. I olin ICIi
f'IU.loll
~1'lIWI Mn fO/l" W04B tl-l13
.
Mark E. Hilbert & A"Jsociatol
.
APPRAISER'S CERTIFICATION: Tllo ^J1P,nl... ootllllo. onrlo\ltnnoll,ol:
1, I have fuanrohed the tHllljout Illftlknl rHft" Awl "11'10 "~hH1t6d n mlnlmlllll 01 1I11tlD 'noellt onloB III f)fOp,,,U08 rtlO!!lt 81mllor and
"fOldtl'nle lu Ihft lIuhltJolllflll'flltV "11 110IIRldflrniiurl In t1w Ilnl1.l8 UOrnpnflllOI1 fHll'dvn1n """ tltwe rnndo II dollcu 8djunhmllli when
"1'1110111101" to foflnot Ihft nuukllt ,futaHOIl In IhllllUltfUllll of IIlunllic1fH11 vnrjJ,lwlL II n f1iu"lllntlflt limn III II IlOIllI)Offthl" pfopnnv hi IUP"'
iur In, (U murn '""'(HAllIn lhon, tho IIlIbjnol prnllfHly, I hnvn IlIfldn n !loynllv" udj\lHtmoll1III Induuu tho ftdjUtltlHJ 1111108 IlfltlC'l of 111" tllllllll"
"'"hlo, nnd If " HlgnUIllftl11 11(1111 11\ it tlOfllptnnhlft f1rC'lpntIV lullllntjof 10, Of hllllt fllVOftlhltt lIU1n 1110 Hllbjool flIOpOIlV, I havo made" pUB"
ollVIl ndJUlltrnnllt 10 InofflftlHI tho mljllHIQd Rnlon pIlon of tho lHll1\lHUohln,
:!, I hove lllken Inlo oontld,ufttlll/\ thl' t,HltUft Ihot hove Ilnllllflnut Oil v:tluo In mv duvolopmont of the ftaUm.I. of mark.I vnlueln tho
appralsftl rellorl, I htlvtl {\ot knowingly wllhhold nllY f1IUllillulUlllnforlllAHofl from tho 111111'010111 rOIlOrl,tllld I bollove, to the hOlt 01 IIlV
knowlodge, 'hnt all stntemon!1 And lllformtllhm In the opprnhHlI ruplIft IIro 11110 tll1d (lotIOn!.
J, I stilled In the ftJlprlllul roporl only illY UWIlIIl'llIHH\nl, unblllllud, I\lId prOf81llllonnl nnnlYIIII, oplnlollll, And (IQnoluslons, whloh uro ,ub.
leot only 10 tho aontlngent ltnd Ihlllllnu oomllllollR apollUlod In this f(Jrm,
4. I hovo no proflont or prollpncllvo IntornstIII thtl pruporty IIIOIIB tho lIuhloot to thlA roport, And I hovo no prowol\t or prolllHHlllvo per.
sOllol Intornst or bios wlU, 108110ello th6lHHtlolpnnln In tho trnl1f1ftoUun, I did 1101 hUSfl, oither pOlllallv or cwmplotcly. mv nnfllyals
endfor tho ofl!lmalo of mnrkot vllhm In tho opprnhud ,eport on tho ,nun, o~)lor, rollololl, SO)(, handloap, hmHinl RtotuB, 01 npHonal OIIOU1
of ellhur the proRpoollve ownors or OOOUJHUllo of Ihe pubJ<lot proportv or (If tho proBonl OWIHHU 0' ooouponls of the propertln In tho
vlolnlty of the lubJeot property.
6. I havo no present or oontOnllllftlOd futllro I!lHues!ln tho Buhloot proportv, and nolthor illY ourront or futuro omployment nor mv
cornponll8tlon fa, porformlng thin apprnlsAI 18 oontingont on tllll npprnlflod voluft of the proper tV.
6. I WOI not required to report a p'odetorrnlnod volUG 01 dlroo!ionln v-!lluo thot fovors tho oaufla ot the ollonl or any related party,
the "mount of the VAlue oBtlrnnto, the attolnment of 8 spoolflo rOflLlII, or Iho ooourroooo at 8 nubllcquont 8vont In ardor to reooivo my
oompon8atlon andlor employment lor perlormlllO tho ftppreltltll. I did not buso tho Apprnlsal report on 0 roquested minimum voluatlan, 0
speoUlo voluatlon, or the netid to approvo Q spocUlo rnorlgnge loon.
7. I performod this appraisal In oontormlty wIth tho Uniform Standards of P,oteulonot Appraisal Praotloe that were adoptod alld pro.
mulgolad bV tho Appralul Sttmdords aonrd of ThE! Appralsol Foundnllon ond thot woro in plaoo 8S of tht) effeotive date 01 thlo npJHftlfll1l,
with Ihe exooptlon of the doporlUre provision 01 rh090 Sttlndllrds, whloh doos not apply. I Roknowlodgo thot I'ln estlmftle at a reBII,'m'
oble lime for e)(posure In tho open market ift a condition In the doflnlllol1 01 mnrkot vnlun and the ostlmate I dovelopod Is oonsistonl
with Ihe mnrkutlng tllllo noted III \he nolghborhood sootlon of this roporl! UIllfJflS I hove othorwiao otatod In tho reoanoUlatlon sootion.
A. I hove porsonellvlnspOOIE!d tho Intorlor nnd oxtoflor orOAS of tho BubJool propfHlV and tho o)(terlor 01 all propertioslls1ed 08 compor.
flblos III 111ft appHtla81 foport. I further oerllfv Iholl hove noted ftny "pporont or known fldvorao oOlldltlOIlS In the sulljoot ImfHovemenle,
on tho Sllbjoot olte,or all "flY slto within lhe Immlldloto vicinity of Iho 6uhloot flroporty 01 which I IIIn aWtHo end hov8 mode adluRI1110l\t8
fO! IhollO tldvflfno conditions In my nnalVAls of tho proporty valuo to Iho 61l10l1t Hwt I hod markot 8vldonoo 10 support Ihom, I hovo 01110
commented SbOllt the eUect 01 tho adverso condlllons on the marketobUlty of tho subJoot proJ)orty,
9, I porsonellv propared all oonolunlol1s end opinions about the rool ostottr that wore 80t fOllh Illlho appraisal roport, If I rollvd on IIlg.
nllleRot profl'li!lslonBI 888lstolloO from any IndIvidual or IncHvldllolo In tho porlormanoo 01 tho appraisal or tho prepurotlon at tho apprftlllol
report, I hov8 nnmud ouoh Indlvlduol(s) end dlaol090d the spooillo tasky potformod bV Ihom In tho rU('1onoltlaUon section of this oppral801
rtlporl. I oertlfv that ony It,dlvlduol 80 nBllled III quallfloiJ to perlorm tho tRsks, I h8VO not nuthorlled anyone 10 maktl a ol1etlOo to anv
Itom In the report; thereforol If nil ul\8uthorlzod ohango 18 mlldo to tho opprnlenl report, I will toke no fUIlPOllslbllltv for It.
SUPERVISORY APPRAISER'S Cl::RTlFICATlON: II a oupo,vl.oty opprol.ot Blgned th. opmoloo, ,.flott, ho 0' .h. 0,,11110'
nnd flgrtlos Ihnt: I direotlv supervlso tho oPllrahHu who preJ)Qf()d the apJuelsol ropoll, hava revlowed tho apflralul ropott. ouree wllh
tht! slfttemo\llo and 001101llfllof18 01 lhe aplHislller. agroe to bo tJO\Hld hv tho Apprllhuu's Cortlfioatlon8 Ilwnbutod 4 throuQh 7 abovo, and
om Inking full re9J1onslbllltv tOf the ftPIHolsol nnd lhe opprnlnal rOJlort.
ADDRESS OF PROPERTY APPRAISED: .J9_UQ\!t\L2!ttILS.U.!l!lh.J1l!lUP..JUl.l..l'1LllQll
~'
APPRAISER:, 'hY " .., '__.
~1:~:~U'.:Ma~.fi];;~_~ ~~=-=~
D.t. Signed: Ql;J;2llll...U"ll2.L
SIoIO Ce"lIlo.tlon No.: Rk_Q9.,Q.~,!!,!l.1.....-.._______.___
Ot 5tolo L1oon.. No,: l\!!:_Qllli:L:J._______.___
SIOIa: P.!\nmyJ_vnn1!\.L_._.____.,____.,__,. '_'_
E)(plrotlon Datt! 01 C'Htllluutlon or LloonulJ: ~LlQ/29_~__...__..__--.
SUPERVISORY APPRAISER lonly II ,oqulredl:
SI(lnnturft: ____________
NllIllO:
[)Kta Sluned: _____u_~_.
Slftle CftrtUioullon No.: ._,__
or Stalo UCflnllo No.: .__._.______..
SIn In: _....".. ._._~_.~____..._._,..._~.__.__________..._.__
EKlllrntlon DOlont Cortlliootlu/l or Urlllflsa: _____.__.~_~~__
r'lDld [] Old Ne.t lrlllJlIHlllho Property
~,.ddllf M.c rlllm 439 fl.9]
Mcs, nlr.II.ldH)Il. IX 1tj()1l1 (2\41 nOIl,IIII:I
MI:S IIHltI I Lit 1"uI 'J 01 ~
1'111'" Mu rOltfl 1004" 611J
l!ltate of:
Dati of Death:
,County:
i,-"""':'.",'
Guy David Wengert
02/07/1997
Cumberland
Unum Insurance - Policy
II'Cl01233290
11,,00
US News & World Report
Refund on Canoelled
Subscription
6.00
..
Zembo Temple Emergency Fund
Death 8enefits
1,000.00
........ ......... ......-.-
16,819.30
PERSONAL PROPERTY:
.__..._....._-_.~.
1978 Ford Eoonoline Van 2,500.00
1984 Cadillao Fleetwood Sdo, 3,615.00
1997 Ford Taurus 19,005.00
D&S Coins . Proceeds from 8.00
Indian Head Pennies
Haar's Auction Inc. 1,179,65
Processed from Pub lie Sale
'Household Effects 4,046,00
Irwin 8randt . Proceeds from 90:00
Sale of Jewelry
John Deer Lawn Tractor 600.00
~.................... .......
37,103,65
STOCKS/LISTED: I
.......................
347 shares Fulton Financial Corp, 8,111.58 !
PA ,
........ it ,,',,;...... ........ !
8,117,58
1I0NDS:
$10,000 Lehigh County ,PA
General Purpose Authority
Revenue 80nds 8% due
07/01/97
10,m,s;
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BUREAU OF INDIVlDUA'_ TAKES
INtIUUTANCE TAK nllJISIOH
DEPT. 280601
HAARIS3lmQI PA 171Z&.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(~ ,
_.."J
NOTICE OF INNERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-02'-98
WENGERT
02"07-97
21 97-0207
CUM8ERLAND
101
E--::~ _A~aunt Ro;,Ttt.!d _~_:J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG 'rHIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ....
REv; is'47 -lif "i.iij; - (09:97 n:jij'r"i CEo "oF "YNHER i TAHOCE - 'fA" x. iiFPjiiii Ii Eioi€NT -;. -j. L. i.1iwAH-c E .OR ..-- - - - - - - -- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GUV D FILE NO. 21 97-0207 ACN 101
MARK B HAMMOND
DAUPHIN DEPOSIT
213 MARKET ST'
HBG
BK & TR
PA 17101
ESTATE OF WENGERT
TAX RETURN WAS I (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
- '
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. ft..l Est.t. (Seh.dIJ1. A)
2. stock. Itnd Bondi (SClhadule B)
3. Clos.ly Held stock/Partnership Interest (Schedule C)
4. Horta.g../Not.. Receivable (Sch~dul. 0)
S. Cash/Bank O.posih/Hhc, Parsonal Property ISchadul. E)
6, Jointly Owned Property (Schedule Fl
7. 1'''.O$f.... (Sch.dul" G)
8. Total Ass.t.
) CHANGED
tI)
(2)
(3)
(4)
(5)
161
In
220.000.00
3 8 , 5 4 2..:..U.
.00
,00
53.922.95
.00
1. 597. 223.39
t81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. fune,.al Expens../Ad",. Costs/Hisc. EXPlGns.. (Schsdul. H)
1G. D.bta/Hortgage Liabilities/lie"s (Schedule 1)
11. T~t.l Deductions
12. M.t V.lu. of Tax R.turn
13. CharUebl./Gov.,.nlll.nt.t 8.qu~st.; Non-.hchd 9113 Trust. (Schedul. J)
14. N.t Va1u. of Est.te SubjaQt to r_x
If an assessment was iSBued previOUSly, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
IS. Allount of Lina 14 at SpculIIlI r.ta (15)
16. Allount of lina 14 t.xable at Lin..l/CI... A r.te (16)
17. A.o~mt of Line 14 taxable .t Coll.t.ral/Cla.' 8 rat. (17)
18. Principal Tax Ou.
NOTE:
TAX CREDITS:
PAYMENT
DATE
05-02-97
11-07-97
RECEIFT
NUMBER
AA211253
AA242442
DISCOUNT 1+)
INTEREST/PEN PAID 1-)
7,500.00
.00
(9)
tlOI
29.590.96
11,45l.17
till
(12)
(13)
(14)
'*
.[v.a~IIM UP m.t"
GUV
D
.00 X .00:
.00 X .06=
1,696.149.94 X .15=
(18)
AHOUNT PAID
14;r;soO~
102,922.49
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEe REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE
02-02-98
NOTE I To insure proper
cr.dit to ~our Recount,
subillit the upper portion
of this forlll with your
ilix peYRlent.
l,909.692.07
__-iLL 042 13
1,868.649.94
182.500.00
1,686,149.94
14. is and/or 16. 17 and 18 will
returns assessed to date.
.00
.00
252,922.49
252,922.49
252,922.49
.00
.00
-,'--
.00
IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREon" ICR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
I
I I
RECERVlTIOHI
e.tet.. ~f dta.dlntl ~v~q on Dr ~for' Dlo.-btr 12, 1962 ** If Inv future Inter..t In thl ..tet. I. tr8n.f.~rld
In po.....lon or ,nJoylent to Cl,.. . (0011It,r,l) blneflot.rl., of thl ~.o.dtnt .'t'r thl Ixplr.tlon of any ..tet. for
II'. or for y..r., the Ca..onwttlth hereby Ixpr...ly r...rvI. thl right to appraJ'G end ....SI tranl',r Inherlt.nol rIXI'
tt thl l.wful Cl... a (collat,ral) rtt. on .ny such future Int.r..t.
PURPOSE OF
NOTICEl To fulfill the "..lir...nt. of Seotlon 21ltO of the Inh.rJtanot Ind Elht, Tt/( Aot, Act n of 199&. (7Z P.S.
Stotion 9140).
PAYMENT I D.tloh thl top portlon of thl_ Notlol end .ubeit with your ply..nt to thl R,gllter of Will. printed on the rIver.. ,Id.,
--HIke chick or IlOnlY ordllr Jllytblt tal REGISTER OF MILLS I AGENT
REFUND (CR)1 a rlfund of . tlK crldlt. whlr.h wa. not rlque.tad on the TaK Rlturn, eay be r.qu..tld by co~pl.tlng an "Application
for R.fund of P'nnl~lvanll Inherltancl and E.tat. TaK" (REV-l31l). Appllcatlonl are avallabl. at thlOfflcl
of thl Reghter of Will., In~ of the ?l Rlvln'l. Dhtrlct OHlc.., or by calling th. IP.clal 24-hCluI'
antwlrlng ..rvie. nu.b.r. fcr for.. ora.rlngl In Plnn.ylvanla 1-800-!62-20S0, outside p.nnsVlvanla .nd
within local Harrl.burg .r.. (717) 787-8094, TOOl (7l7) 772-2252 (H.arln~ IIPair.d Only).
OBJECTIONS I An~ party In Int.r..t not ..ti.fl.d with the .ppral....nt, allowanc. or di..llow.nc. of d.ductlon., or ........nt
of taM (Including dlaoaunt or int.r.st) a. .hown on thl. Netlce IU.t Object within liKty (60) dlY' of reuelpt of
thlt Hotlcl bYI
--wrltt.n proh.t to the PA D.parhllnt of Alv.nu., BOlrd of Appeal., D'rt. 281021, tlarrhburu, PA 17128-1021, OR
--.I.ot1l:m to hlv. thl IlIU.r det.rmln.d at audit of the account of the Plr.onal rlprenntaUv., OR
--app..l to the Orph.ns' Court.
ADMIN
ISTRATJVE
CORAECTJD+lSI
Flotual Irrors dl'co~.r.d on this ........nt .hould b. addra.,.d In writing tOf PA D~Plrt..nt of Rlvlnu.,
Bur.au of Individual TaM", AlTHI Po.t AI......nt R.vl.w Unit, D.pt. 28Q601, Harrl.buru, PA 17l28~0601
Phon. (117) 787-6505, s.~ pag. 5 of the bookl.t "Instruotlon. for Inh.rltanc. laK R.turn for a A..ld.nt
Oacldent" (REY-ISOl) for an .~planatlon of ad.Jnl.tr.tlv.l~ corr.ct.bl. .rror..
DISCOUNT I
If an~ t.M dUI II ".\d within thr.. (3) calend8r .onth. after the dlcea.nt'. d..th, I flv. percent (5%) dl.count of
th~ tftK paid 1. "Ilowed.
PENAlTYl
The 15% tax .-na.ty non-partJclpatlon plnllty J. co.put.d on the t~t.l of the teK and Int.r.tt .......d, and not
paid b.for. Januar~ 18, 1996, the f1r..t allY aHer the Ifld of the taK aanuh periOd, This non-participation
plnalty I. .pp..l.ble In the .am. 8ann.r and In the the .... tl.. p.rlod a. ~ou would app..1 the t'K and Int.r..t
that h.. b..n .....'.d a. Indicet.d on this notlc..
INTEREST I
Int~ra.t 1m charg.d beginning with flrtt da~ of dallnqu.no~, or nln. (9) aonth' and on. (1) dft~ frol the dati of
d.eth, to the date of pay..nt. TaK" which b.c... dallnquant baforl Jenulry I, 1982 blar Int.r..t .t the rete of
.IK (6j() p.rcent p.r annul calculat.d at . dally rat. of .000164. All taM" which beoa.. d.llnqu.nt on and aft.r
J.nu.r~ I, 1982 will b.ar Int.r..t at I rat. which wJl1 ~.r~ froll calendar ~..r to cal.ndar yaar with that rat.
announo.d by the PA D.port..nt of R~v.nue. Tha appllcabl. Int.r..t rat.. for 1982 through 1998 ar'l
'!.!!! !!ll!!!!.t..l!!.!! Dall~ Int.,rut feldor !!!! Intarut Rat. Dall~ Intltrut Factor
1982 20% .n00548 1987 9% .000241
1983 16% .000438 1968-1991 11i( .000301
19" lli( .000301 1992 .~ .000241
19as Hi( .000156 1993-1994 ]X .000192
1986 10% .000274 1995-1998 OX .000247
--Intarut h (leloulat.d .. follow'l
INTEREST . BALANCE OF TAK UNPAID K NUNBER OF DAYS DELINQUENT K DAILY INTEREST FACTOR
--Any Notlc. I..u.d .ft.r the taK b.coa.. d.llnquant will r.fllct an Int.r'lt o.leul.tlon to flft..n (IS) da~.
b.yond the data of tll' ........nt. If p.~..nt It ..de aft.r the Interett ~o.put.tlon data .hown on the
Hotic., additional Inter..t .~.t ba caleulat.d.
PIJRPOtEOF
NOTICe I
To fulfill thlr..,J,.'''"'1 of s.otlon U4S (b) of tM Inhlrltanc. and Etltlt, TI)I Aclt,Aot 21 of 1"'\
(72 p,'. ...tlon .I.il.
PA"ftENTI
Detloh the top portion of thl. Notlel and .~It with your pav-.nt to thl RIgl.t,,. of W~11. printed on thl
r.".r.. 11I01,
-- H.I...ho01< or ...... .rdor .....1. h' REDIITER DF MILLI, ADENT.
REFUND (CA) I
.. r.fund of . '1M credit "'II be r.~.t.d by 00MP11tln, In ~Appllo.tlon for R,fund of Penn,YI,,~I.
Inheritlnc, and Ethh rlIC" (REY~1513). .ppllClt!onl .r. IIvll18bl, It the OfficI of tM R..ht,r of Willi,
.,~ of thl n Rlv,nue Oiltrlet Offlo.. or frat thl l'eplrt.."t'l Z~-hCHJr an,wlrlno ..rvlel mo_.,., for for.. orcMIrlnll
In PttM.~lv.nl. l-aoO.Uz-ZOSO, outsIde P.wm''l/l''''''1 Itnd wUhln 100.1 Htrrhbur. 1;01' (717) 717~'O",
TDD' (717) 77~.Z252 (H..rJnll I.peir'd Onb').
OBJECTIONS I ^ny p.rty In Int.r..t not ..thU,d with thl ........nt of hM II' .hown on thh noUc. .,,~ objeot ..lthJI\
.IMt~ (60J d.y. of r.c.1pt of thl. Notlo. b~1
nwrltt.n prat..t to the PA D.p.rt..nt of R.venue, lo.rd of App..h, Dept. 2111021, H.,.,.hburg, PA l11Z.-10l1, OR
--.I.ctint to hlv. thl ..tt.r d.t.r.ln.d at audit of the p.r.on.l repr..ent.tlve, OR
~-IlPP..1 tc the Orph'n.' Court.
ADHIN-
ISTRATIYE
CORRECTIONS I ~.atual .rror. dJ.covar.d on thl. ......-.nt 'hould be .ddr....d In writing tal PA o.p.rtwent of A.venue,
Bur..u ef Indlvldull TIM.', ATTNI Po.t A.....-.nt A.vl.w unit, D.pt. 2.0601, H.rrl.burg, PA 17121-0601,
Phon. (111) 1'7-6505. S.. pagl 5 of the beokllt "Infttructlon. for lnherlt.nol T.M A.turn 'or e A.,ldlnt
D.c.dtnt~ (REY'IS01> for an .MPllnltlon of IIdalnl.tratlv.IY corr.cllbl. .rror..
PENALTYI
The tS;( taM llIn4l'ty non"p.rtloJp.tlon p.nalty h ou.put.d on the tot.1 of the t.)! .net int.rl.t ......IeI, 0I'Id not
p.id blforl Janulry I', 1"6, th.. flr.t day aft.r th. Ind of the tlM Hn.'ty periOd. ltd. non-p.rtlolp.Uon
peneltv J. ."..labl. In the .... .ann.r and In the thl .... tl.. p.rJod ., you would IPp..l the taM end Int.r.,t
thlt hu bltn .......d III Indlc.t.d on thit notlclI.
INTEMST I
For dlt" of d..th on or .ft.r 10~)-tH. Plnn.ylVllnl. E.tlt. TIM bu.d on th. F.der.1 Estllt. rIM
r.turn bKUfHlI d.lInCl'..nt at the 'Mpirlltlon of nl". (09) ItOnthl frolll the> dlts of delth.
For d~tl' of d..th prior tQ 10-3-91. P.nntylvanll E,tllt. TaM h.,.d on the F.der.1 E,tlt. Ta~ return
beC".~ d.lInqu.nt lit the uplrlltlo" of .1ghtsl" (11) .onth. fl'OIll the d.h of duth,
TIIM.. ~Ieh b.e..e dlllnqu."t b.for. January I, 1982 b..r Int.r..t .t the rat. of ,1M (6X) percent Plr annul
Clllcuhlt.d.t . d.Uy rlt. of .000164. All tlM... which bI...... d11l1n",*,t on or ..ftar JWlUlrw I. 1912..111 btar
Int.r..t It a rite Which wJ11 v.ry fro. cII.ndlr y.ar to e.l~ndlr Y.lr with thlt rat. Innounc.d by the PA
Dtplrt~'t of R.venu.. Th. applicable Intlr..t rlt.. for 1912 through 1991 Ir.1
V..r Int.rl.t A.t. nlllY Int.r..t F.ctnr V..r Int.r..t Rlt. Ollh Int.r..t Flctor
19It lOX .000541 1'87 'X ,00024'1
1983 16:< .0004]1 1911"1991 11;( .000301
19.4 11% .00OSOI "" 'X .000247
1.1S 15;( .onOS56 199J~19M 7X ,000192
1.16 10% .000274 1995-199' 'X .000247
ulnt.r..t 1, cllcullt.d I' follow'l
INTEREBT . BALANCE OF TAK UNPAID K NUKIER OF DAYI DELINQUENT K DAILY INTEREST FACTOR
-"Any NoUc. luUld aft.r the tlM \)"oo.e. d.Unquent wUI r.fI.ct Ml Inhr..t caleulaUon to flft.en (11) dlYs
beYOnd th. d.h Of ttle I......e"t. If pa~..M It IIIIdII .ft.r the Int.r..t COlIlPUt.Uon dab .hown on the
NoUce, .ddltJonl1 Int.rut IU.t be calculat.d.
,
'.(1
.,
\ "
CJ
('-.I
"\
tL
<,,1
I.J_
['f~
-r'"
,.
,,111
00
_w
NOTICE I
To fulfill the fequlr..-nt. of Itctlon 2140 of the Inhurlt-not Ind Eltat. TIM loot, Act 21 of 1"1. <11 P.'.
lMt10n .un.
PA\'tENT,
Otttch the top portion of thl. Notlc. Bnd .ubIIlt with ~our p.~t to thl RegJlt.r of Will' print... on tM
r.v.r.. .1..
~. "Ilk. Clheck 0' ItOMV order payllbI. tal REOISTER OF WILLS, AClEMT.
REf'UHlI (CA)1
A r.fund of . taM or~lt, which WI' not r.que.ted on the tlM r.turn, ~'Y b, r.que.ted by COlPlttlng In "Appllc.tlon
for R.f~~ of Penn.~lvanl. tnhetlt~. ~ E.t.t. TIM" (Rf.V~1313). Appllu.tlon. It' Iv,llable .t the Off 10. of
the Rqltt.r of ~1I11., any of tn. 23 RIVlnuII Dlltrid Offlo.. or by o.lllng tM ,peel.. Zft~hour Mswrlna ,.rvlae
nuMber. for for.. orderl~l In Penn.vlvant. 1-.ftO~J62-2050, outside P~'Ylvanl. 8nd wlthln 100.1
Herrllbur, ItM' (JI]) 781-8094, lOUt (117) 712-2252 (H..rlng l~.lred only),
OIJECTlONSI Any p.rty In Inhr..t not ..tItU.d with the 3Ppr.It...nt, .110wancl or dhellowM'OI of cMducIUon. or .....tHnt
of tlM Uncludlng dhcount or intlu'.,U .. .hoWf\ on thll Hotlc<<l ..>> Object within .h:ty (60) d&YI of recetpt of
thlt Notte. byl
~.wrltten prot..t to the PA Dap.rtaent of R'v,nue, Baird of App.ftl., D.pt. 261021, Hlrrl.bur., PA 171Z'-IOZl, OR
~~.IMtlnII to h.v. the ..tter d.tflr.IMd lit thl 1tUd!t of thel MfJouttt of thl PlrlontIl repr..entatlve, OR
ueppell to tlw OrphIWlI' Court
....IN.
UTAATlVE
CORRECTIONS.
Fectuel .rror. dllccvered on thl. ........nt ~hould be addr....d In wrltl"l tal PA n.pert..nt of R9V~~
lure.u of Indlvldu.l T.~..~ AT7~1 Po.' A..o..eent Revle~ unit, DEPT. l10601, Herrl.burg, PA 17121-0601
Phone (111) ,87-6505. S.. P... 5 af the bookl.t "Jnltruotlon. for Jnh.rlteno. T.~ R.turn for a R...ldent
Dtctdtnt" (REV-IS0l) for," 'MPltn.tlon of .o.'nl.tretlVlly oorrectabll .tror..
DISCOUNT I
If MY tlX dUI II peld within thr.. (l) cllendtr IIOOth. 1ft" th4J ct.Clfknt'. d41lth, . flv. percent U:O
dltcOt.W'lt of the lex paid It .110w.d.
PENAL TVI
The 15~ tlX -.nt.ty non-p.rtlolp.tlnn pentltv I. cOMputed on thl totll of the tlM and Inter..t ......ed, ~ not
peld b.for. Jenuarv Ie, 1'96, thl flr.t day ftfter thl and of thl tlX .-nt.ty period. Thl. non-p.rtlclp.tlon
PI~lty I. tpptlllbl. In thl ..al .ennlt end In thl the .... tlftl p.rlod .. you would ~e.1 the tex end tnt.r..t
th.t ha. b..n 1I.....ed III IndIcated on thh notle..
IHYf:REITl
Inter....t h chll'gM boIglnnJI'If with fl"t day of delinquency, or nine (9) ItOrlthl wwt one (1) d.y
frot tn. date of dt.th, to thl d.t. of p.y-.nt. raKI' which b.ea.. dellnquant b.for. Jenu.ry 1, '982
bier Int.r.st .t the tat. of .Ix (~X) p.rc.nt p.r Ilnnut calculated at 8 delly rite of .000164,
All tllCII which bee... delinquent on or aftllr Jftnuarv 1, 19B1 will blar Intlr..t It . rlt. whloh Nlll very frOll
oeltnd.r ye.r to calendlr year with th.t r.t~ announcld by thl PA Depert..nt of R.venue. The IPPllctbl.
lntlrnt tat.. for 1912 thrQugh 1998 .rll
.....r Int.r..t Retl Dellv Int.r..t Factor V..r Int.r..t R.t. ~1~t.Ult flOtor
l,a2 20~ .0005".1 19.' 'X .000247
1913 16~ . D0041f1 1'.IMI991 lU .000101
I"" 11:< .oouot 199. 'X .000l"7
1915 In .00US6 199]-1994 ,X .000192
19.6 lD~ .000274 1995~11I9. .X .000247
uInt.r..t I. e.lcul~t.d .. follow.1
INTEREST . BALANCE OF TAX UNPAID X NUHBtR OF DAYB DELINQUENT X DAILY INTEREST FACTOR
~-Any Notle. IlIued after thl tlx beCOM" delinquent wlll refl.ct an Inter..t c.lcul.Uon to flftean (15) dO.
btyQnd the d.te nf tn. .........nt. If p.y.."t II .ad. 8ft.r the !nt.r4ltt eMfJutlltlon data shoNn on the
NoUe., additional Int.r..t .Ult b. ctlculat.d,
1('- /1' ")
I --) .~' ~) S .- .._~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
IUREAU OF INDXUIDUAL TAKES
INHiRITaNCt ,,,x DIVIIION
DrPT. tlD'Ol
HARAU.URQ, JI" 171Z.~O.tl
NOnCE OF INHERITANCE TAK
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAK
MARK B HAMMOND
DAUPHI N DEPOSIT
213 HARKET ST
HBG
DAT!
!STAT! OF
fiAT! OF DEATH
FILE NUMBER
COUNTY
ACN
02-02-98
WENGERT
02-07-97
21 97-0207
CUMBERLAND
101
ARlOunt R..lttad
BK . ~~
I
PA 17101
*
"w.n".. '" In'''l
GUV
D
3
MAKE CHECK PAVABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R 'E"V: iS4"f"ix."i. i'-ii" f(iF 9';"i "iieifi ci""o,. i:"N'iiiifii' ANeE" 'fAx - iiF' ?Rii i SEH-Eiir, - -A i. rowANcE" oR-.. -.. no -"" - -.""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
!STAT! OF WENGERT GUV D FILE /10,21 97-0207 ACN 101 DATE 02-02"98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Fl,meral Exp.n.../ActIn. COl'lh/Hisc. Expert... (Schedule H) (,)
10. O.btlllf1odgaga Liabiliti../Lians (Schedul. 1) nO) 11.451.17
H. Totel Doduction. UII 41,n4? B
12. Net Voluo af Tox Roturn U21 1,868,642.:!i
U. Ch.rit.ble/Go....rnltent.l a.quasts; Non-elect.d 9115 'rru.t. (Schedule J) US) _--..!!~~O~
14. Nat Value af E.tote Subjoct to Tax 114) 1, 686,149 . 94
NOTE: If 8n a"sessment was issued previoUSly, lines 14. 15 and/or 16, 17 snd 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
11. AMount of Line 14 .t Spou..l ,'d. OS)
16. Allount of Lina 14 b)(abl. at Lin..l/Ch.. A rat. (16.
17, A.ount of Lina 14 bxabl. at Collat.ral/CI... 8 rat. un
18. Principal Tex DUI
TAK RETURN WAS: (X I ACCEPTED AS FILEQ
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE '-'
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. "..1 Eat.t. (Schedule A)
2. St~~k. and Bonda (Schedule B)
5. tIoa.ly Held Stock/'.rtn.r~hip Int.,...t (Schedule C)
4. Hortg,gal/Not.. Receivabl. (Schedull DJ
S, C..h/e_nk Dapolltl/"ilc. Parlonel Property (Schedul. E)
,. Jointly Owned Property <<Schedule f)
7. T....",f.,.. (Sch.dule G)
e. Total Au.t.
220,000,00
38,545.73
,00
.00
53,92~...u.
.00
1. 597. 223.39
lal
III
(21
(5)
141_
ISI
(6)
(71
29,590,96
.00 K .00.
.00 K .06.
1,686,149.94 K .15.
Ilal
TAX CREDITS:
RAYMENT
DATE
05-02'-97
11-07-97
L
RECEIPT
NUNaER
AA211253
AA242442
DISCOUNT It I
INTEREST/PEN PAID (-)
7,500.00
.00
AMOUNT PAID
1(,2,500.00
102,922.49
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
HOTEl To in.ure prop.,.
c,..dlt to YOUI' account,
.ub.it th_ upp.r portion
of thil forM with your
t.x p.)'",.nt.
1,909,692.07
.00
.00
252,922:49"
252,922.4.!...
252,922.49
.00
.00
.00
IF TOTAL DUE IS LESS THAN II, NO PAYNENT IS REqUIRED.
IF TOTAL DUE IS REFLECTED AS A "CNEDIT" ICR), YOU NAY ftE DUE
A REfUND. SEE REVERSE SlOE OF THIS FORN FOR INSTRUCTIONS.)
.
"AYHEHT,
Deteoh thl tOP portion of thl, HoUel Md ,ubIIH wJth vour ,IV.."t ... PIVtbll to the nRI end Idd,....
prlntld on thl rtvlrN ....
-- Itol<. _k 0' ...... or", ...obl. to, REGISTU Of WILLS, AGENT,
REFUND (CR), A refund of . tlM credit, which WII not ,..qu..ted on the TIM Aeturn, "'v bt rectulllted by ClOllpllUng M
"App1JClaUon for R.f~ of Penn.)'l",,"', InherJtenol and f.,tlt. Tlx" (REV-llU)' ApplluUon, ara tvtUllblt at
t.... OffiCI of the A"ht.,. of WUlI, WlY 0' the U R.venue Dhtrlet Offlo.. or 'rCHI ttMI o.plrtHntl, Zlt~houl"
en.werlnt I.rvlol ~Gr. for fcr.. order'",l In Plnnlvlvanls l-IOO-J6Z-l050, out.ldt Pennlylvenll
and within loell Ha,.rhbor" .r.. (717) 787-8094, TODI (717) nt-US! (Heorlnt '..slred onh),
REPLY TOI Out.tlon. ,...."dlnt Irror. cont.l~ on thl. notlcl lhould be .od"'.led In writing tOI PA Depart-.nt 0' A'Y~I
Bur....! of Indlvldu.l TIM", ATTHI POlt A......ent Revlsw Unit, o.pt. 210601, Harrhburg, PA 1712Q*0601, Phon.
(717) 717-650S.
PEMAlTVI Tn. l&X taK .-nl.ty non*p.~tlclpltlon plnl1tv I. co.puted on the total of the taK and Int.r..t .....-.d, Ind not
paid blfurl Janu.~v 11, 19'6~ th. flr.t dlY aftl~ thl Ind of the tlM .-nl.ty plrlod.
INTEREST I For Olt. ~f o.ath mft.r 10".'1 P.nn'~tvlnl. E.t,tl T~K b...d an thl Fldftral Eltat. TIK rltu~n blco.e. delinquent
at thl 'lCplratlon of nine (,) "nth. frOll the data of d..th (An....ant control nuMMir (ACN) 201 onh).
For D.t, of Dllth prlo~ to 10-5*91 p.nn'Ylvanla htah fa)! b..ed on U-" '.r.l Eltata TIM return btcottIl
dllInqutnt ,Ight',n (1) .onth. frOll tM d.ta of d..t" (A.......nt C:ontrot ~lIIblr (ACN) 201 only).
Additional Penn'vlv,"la E.t.t. TaK .......d .. a r..ult of I change b..ad on thl rlderat E.tat. TIM olo.lne
I,tt.r btG0Il4I1 dttllnqur,nt at thl .Mplr.Uon uf OM (1) IIOnth frOll, the d.lli. of the flnlt nutle. of Uw lnon...
In Fed".l E'tttl TaM It ~lCllv~, U.......nt Control NYabar (ACN) 20Z ,,"I).'.)
T'K.I whl~h ble... dell~t blfor. Januarv t, 191Z b..r Int.r..t It the rat. of .IIC (6X) pI~oant par ~
cllcut.ttd .t . dtllh rlt. of .onOl'~, All hK" which b.".. delinquent on or Ift.~ January 1, 1912..111 b..r
Intlr..t .t . rat. which will v.rv ft~ alllndar vI.r to cIlend.r y..t with that tltl ~ad bv the PA
Dap.,t-.nt of Revenue. T~ applicable Int.r..t t.t.. for 191Z through 1"1 or.l
V.., Int.r..t Rat. ballv Int.r..t F~to~ V..r Jllt"..t Rat, O.lly Interllt FlKltor
I9Il ZOX .OOOSU 1911 'X .OOOU1
1'" lOX ,OOUII A9II-l"1 tU ,000101
I'" I,AX .000101 1992 'X ,000247
I.IS 1SX .OOO!" 1991~194M 1X "OOOltl
1966 \OJ( ,OOU7o\ 1995-199b 'X .0002"
utnter...t II calculated .. followll
INTEREST . BALANCE OF TAIl UNPAID X NUNBER OF OAYB OELINQUENT X OAILY INTEREST FACTOR
uAnv NoUel ilIUM aftar the telC blcOlllI dall~t will tlUKt an Inter..t ClllcullUon ta flftHn ns) d8:1'
HlI'ond thl d.t. af t.. ....,.....,t. If plVlMtnt II .. ..ft.r tM Intar..t CCMIpUtlUon d.ta Ihown an thfl
Mallei, Mdltlona~ Int.r..t ",.t be calcullted.
/')-1(.,:5 '.3
lURE AU OF INDIVIDUAL TA~ES
INHERITANCE TAM OIVISION
DEPT. U060l
tlARRtsIURG, flA ~ 'lZa-060\
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
LARRY A. HARTMAN SR.V.P.
DAUPHIN DEPOSIT BK & TR
POBOX 2961
HBO PA 17105
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-11"98
WENGERT
02-07-97
21 97-0207
CUMBERLANO
101
(..:-
*'
U~'lUl U '" ("-HI
GUY
D
E--' -:.oun~:!!!~-J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO!
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
.'
NOTE I To J.n.ur. prop.r credit to yo~r aooount, lub...tt the upper port 10n of tn1, 10rlt with your tal( paYlI'ent.
CUT ALONG THIS L INE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
REV: iS93" i'it - AFP - i 0'9";97"1"""" -j;1i - i NHiii Yi ANifE" T iix - ii if CORD- AOj-USTHENT" -Ii ii -""........ -".... - - -- -" - - -".... -" - --
44,970.98
11,451.17
Ill! _ 56.422. 15
(12) 1,853,269.92
(15) 182,500.00
(14) 1, 670. 76Lli
ESTATE OF WENGERT
GUY
D FILE NO. 21 97-0207
ACN 101
ADJUSTHENT lASED ON.
VALUE OF ESTATE!
1. R..I Est,t. (Sohedule A)
2. Stock. end Bonda ISch.dule 8)
5. Cla..ly H.ld stock/P.rtner.hip Int.r..t ISchedule C)
4. Hortg.g../Not.. Receivable (S~h.d~l. D)
5. Calh/Bank Deposita/Hi.c. Porlonll ProPlrty (Sc~ldul. E)
6. Jolntly Ownud ProPlrty (Sohedull f)
7. Trlnsfers ISohedul. 0)
8. Tatel Au.it
DEDUCTIONS AND EXEMPTiONS!
. ADMINISTRATIVE CORR~CTION
(1) 220,000.00
121 38,545,73
131 ,00
(4) .00
151 53,922.95
(6) ,00
(7) ....!.ill7 , 223 . 39
leI
9. Fun.rll Expln'Gs/AdMlnlstr.tlvl Cost./
Hlle.llln.au. EXPln$e. (Schedule H)
Debt,/Hortgage Llabilitifts/Li.n. (Sch.dull X)
Totml D.ductions
N.t V.lu. of Tax R.~urn
Charit.ble/Gov.rnM.nt.l a.quI.t'J Non"ll.atad 911S Tru.t.
Nit Value of E.t.t. Subj.ct tc Tlx
10.
11.
12,
13.
14.
TAX:
15. .bount 0" Line 14 at Spou..l
16. Amount of Line 14 tax.ble It
17, A~ount of Line 14 t.x.bl_ .t
18. Pl'1ncip.l T.x Due
TAX CREDITS!
PAVHENT
DATE
191
(10)
I Schldull J)
rate
Linl.l/Cl... A rat.
Coll,teral/CI... Brat.
l1il
(16)
I1Il
,OO~.OO'
. .00X.06'
1,670.769,92~.15'
Ill)
RECEIPT
NUHIER
DISCOUNT l+)
INTEREST/PEN PAID I-I
AHOUNT PAID
05-02'97
11- 07-97
AA211253
AA242442
7.500,00
.00
142.500.00
102.922.49
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
DATE 05-U- 98
1, 909.692.07
.00
.00
250.615.~9
250.615.49
252 922.49
2-Llli . 0 OCR
.00
2,307.00CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE I IF TOTAL DUE IS LESS THAN n, NO ~AVHENT IS REQUIRED.
FOR CALCUL.ATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY IE DUE
A REFUND. SEE REVERSE SlDE OF THIS fDRH FOR INSTRUCTIONS. I
~. 'ri ,~, ''1;
C> ..
5.1 -, rJ..
co
~ .,-~
,
fV1
I
OJ
1-;..,
(.' .f)
i l) ci:~ ~ \.", ~-.:
l.r . 88
PtJIll'OSt:(Jf
MOTlCE I
To fulfill the riqul~t. of $eotion214S (bl of thU Inhlrltanoa end Elt.t_ Tax Act, ~ot 21 of 1995, (72 P.G.
.Uen'145).
PA'nENT I
Oetaoh the top portion of thh HoUel _lei ..it with your PI!fHOt to tho Rlglstlr of W1111 prlntMf on the
rlyer.. sin.
.~ NlIklotMMlk or IIOMY orMr pel/ibis tOI REGISTER OF MILLS, AGENT.
REflIrII)(CAh
A rdund of . tll( cr.cilt .'!of bIi requ..tld by coapt,Uno an "AppllcIUOIl for R.fllld of P..-.n,ylvBI1J.
Inhcrltenol and Est,t, '_y," (REYwlSlS). Appllcltlonl It It .vetllbl, It the Offlca of the Reglltlr of Will.,
BI1Y of ~ ZS R.y~ DJ.trlot Offlc.. or frOl tho o.part.-nt's 24~hoUr Inlwerlng ..rvlce ~r. for fori' orderlngt
In P"Vl,vlllanhl 1~aOO-362~20S0, outside PannlvllllOte ltfld within local Hlrrhburg ar.. (117) 7"~.094,
TOOl (117) 712-2252 Uf..ring IIIP.ired only).
OIJECTlONSI Any pltb In int.r..t not .lIlthflMl with the ........,t of tal< a. Ihotm on thll notlcl ..y obj~t within
sll<ty (6a) dIIlYI of receipt of thl. Notlol byl
uwr1tten prot..t to the PA DflpllrtMnt of R.venuo, Board of ApfHIah, o.pt. 281021, HlrrllbUr., PII 171Z8-1021, OR
--.llcUng to ....v. the utt.r deter. In<<! lilt .udit of the p.r~l rIPr.llentaUv., OR
-~.ppe.l to the Orpl...' Court
~I"-
IStRATlVE
CORRECTIONS, F~tUlllI errors dlscover.d on thl, ........nt should ~ ~dr....d in ~rlting tOI PA o.p.rt.ent of Revenue,
Iu~..u of Indlvlduel 'el<.', ATTHI Po.t A..II..ent Revl... Unit, O.,t. Z80601, HerrlJburo, PA 17121-a601,
Phone (117) 711-6505. S.. pago 5 of the bookl.t "In.tructlons for InhGrlt.no. 'al< M.turn for a RI.I~t
Dec.dent" (REY-Isal) for en el<planat!on of aa.lnl.tratlv.ly corr.~tlllbl. arror..
PENAL TV I
ThI IS;': tal< .."..ty non-p.rtlclpatlon penalty 11 cmtput.d on the total of the tex lOCI Int.r..t .....Nd, .00 not
paid blfarlll January 18, 1996, the flrat day aft.r the IIlnd of the taM -.ne.ty ~rlod. Thl. non-p.rtlolp.tlon
plIlI}l!llty 11 epp..lllble In thl .1NMl ..nn.r end In the the .... tI.. per lad 8. you would IPptI.l the tall: IInd Ir.ter..t
that has been .......d a5 Indicated on tht. notice.
INTERESTl
Additional Penn.vlvIOiti E,tat. Tftx .......d a. a re*ult of ft chang. on the Fed.ral Elt_t. T_x ciOlino
..tt~t b4KlCMtlllS d.lInquent at thl .l{J.'lraUon of one (l) ItOnth frOll the dIIte the flt\lll notioe of the lnor....
In Flderal bht. Tax Is rlllO.ivttd.
TIII<I. which ~ delinquent bIIllora Jamtllry 1, 198Z b..r Inter..t .t the r.te of IhI (6;() JMIraent per IWlnUI
calculat.d at ~ dally rate of .000164. All taM.' which blo~ delinquent on or aft.r J.~ry 1, 1912 will ~r
intllr..t at . rate whiC',h will vary fro>ll calotndar n.r to calend4r y..r with that rate announaad by the PA
bepartlllent of R.v~, The appl!cable inter.lt rat.. for 1982 through 1998 .r.l
~ lnt.r..t R'.te Oalh Inter.st FlKltor V.ar Inter..t Rata Dally Inter..t Ftl(ltor
'902 ZOi: .aoo5411 1957 'X .ODDZ47
198' 16J( .GOOU8 1988-11191 U;.: .000301
1.84 lU .000301 1"'2 .X .000247
.985 15:( .000356 .993-1994 n .GGOI9Z
I'" IOi: .aOOZ74 1995-1998 'X .000247
~~tnt.r..t h calculated .. fOlJOW'1
INTEREST m BALANCE OF TAX UNPAID X NUnER OF DAYD DELINqUENT X DAILY INTEREST FACTOR
~-.ny Hot!M Inued aUar the taM MCDIll' delinquent ..III r.nect IIn inter..t calcul.Hotl to fin..n US) dnl
b.yond th8 d.t. of the ........nt. If pay.ent is ..de aft.r th_ Inter..t ClOllPutaUOtl data .hown on the
Notlc., additional Intal'..t ltU.t be oalculat.d.
1997-04-:)0 50 shares Gehera1 Public
UtUities Corp,
Net Proceed. '1,5D,84
F.td. Acq, Value '1,653,13 0,00 139,~9
1997~04"30 10 ~harEls Pennsy! vania Inad
Muns Income 'rr Unit Bar 100
Semi Annusl
Net Prooeeds 7,639,50
FId, Acq, Value 7,751;20 0;00 111 ,70
1997-04-30 . Pennsylv~nia Insd Muns Income
Tr Unit Ser 112 Semi Animal
Net Proceeds 9,098.24
Fid, Acq. Value 10,937.00 0..00 1,838,76
1997-04-30 51 shares PennsylvanIa Insd
Muns Income Tr Unit Ser 114
Semi Annual
Net Proceeds 33,512,10
Fid. Acq, Value 33,941;52 .0;.00 429,4Z
1997-04-.30 15 shares Pennsylvania Insd
Muns Income Tr Unit Ser 115
Semi Annual
Net Proceeds 11,661;75
Fid, Acq, Value 11,824,20 0';00 1'62,45
1997-04-30 20 shares Penfl9ylvania Insd
Muns Income Tr Unit Ser 120
Semi /lnnual
Net Probeed. 19,674,80
,'id, Acq. Value 19,959,80 0,00 285,00
1997-04-30 15 ~haresPennsylvania Inad
Muns Income Tt Unit Se~' 129
Semi Ann\lal
. Net Proceeds 13,691;10
Fid, Acq, Value 13,857,30 0,00 166,20
7
1997-04-30 30 sherss Pennsylv~nla lnsd
Muns ,noomo 'I'r Unlt Ser, 135
Sem~ Annual
Nut. Proceeds 20,488,90
Fid, Aoq. Value 28,946.4'0 0.00 457,50
1997~04'30 25 shares Pennsy1 vania Insd
MUns Income 1lr Unit Ser ] 50
Semi Annual
Net. Proceeds 24,928.00
,"id, Ac'l' Value 25,348,75' 0,00 420:75
1997-04-30 15 shares Pennsylvania Insd
Muns Inqome Tr Ilnit. Ser 152
Semi Annual
Net. Proceeds .lq,8~7,55
Fid. Ac'l' Value 15,192,90 0,00 355.35
1997-04-30 20 shares Pennsylvania Insd
Muns Income Tr Un~t. Ser 59
16t.h Mult.i Ser Semi Annual
Net Proceuds 4,543,.20
rid. Ac'l. Value 5,182,50 .0,00 639.30
1997-04-30 15 shares Pennsylvania Insd
Muns Income Tr U~lit Ser 98
Semi Annual
Nljt Proceeds 10t808,10
Fid, Acq. Value 10,975,95 0.00 167.85
1997-04-30 456 shares Peco Energy Co,
Net Procueds 8,912,14
Fid, Ac'l. Value 10,488.00 Q,OO 1,575,86
1997-04-30 30 shares Pennsylvania tnsd
Muns Income Tr Unit Ser 94
Semi Annu~.l
Net Proceeds 22,557,30
Fid, Acq, Value 22,912.20 0.00 354.90
8
I\~C"J p'J'n OF J NCOMI,:
DIvidendo I
1997-04-03 GenBral PublIc Utllitlea Corp,
1997-04-03 Prudential Unit Tro Unit In$d
MuHist Tax Exampt 23 P^
1997-04-04 American ExprasB Co.
1997-04-04 American Exprass Co,
1997-04-04 Prudential Utility Fund Inc.
Class A #9
1997-04-07 Corest.tes Financial'
Corporation
1997-04-09 Peeo Energy Co.
1997-04-10 Pennsylvania Insd Muns Income
Tr Unit Ser 112 Semi Annual
1997-0~-10 PennBylvania Insd Muns Income
Tr Unit Ser 59 16th Multi Ser
Semi Annual
1997-04~24 Dauphin Deposit Corp,
1997-04-24 Fulton Financial Cor.p,
1997-04-24 Keystone financial Inc.
1997-05-02 rDS High Yield Tax Exempt F'd
Inc. Class A # 1150
1997'-05-02 IDS High Yield Tax Exempt Fd
Inc. Class A #1150
1997-05-02 IDS High Yield Tax Exempt Fd
Inc. Class A #1150
Interest I
1997-04-02 Nuveen Tax-Exempt UnH, Trust
[1eries 142
1997-04-02 Nuveen Tax-~;xempt Unit Trust
Serie's 154
1997-04-02 Nuveen Tax-Exempt. Bond Fund
Series 241
1997-04-02 Nuveen Tax-Exempt: Bond Fund
Series 246
15
24,25
41. eo
445,06
362,50
41. 80
323,36
205,20
18,08
8,60
252,00
340,51
438,62
4,530,00
4,090,89
4,313,43
271.25
124.88
32,19
15,54
lei,06,.10
1997-04-30 Pennsylvania Tnsd Mun~ Income
Tr Unit Set 150 Semi Annual
1997-04-30 Pennsylvania Insd Muns Income
Tr Unit Ser 152 Semi Annual
1997-04-30 Pennsyl~ania Insd Muns Income
Tr Unit ser 59 16th Multi Ser
Semi Annual
1997-04-30 Pennsylvania Insd Muns Income
Tr Unit Ser 90 Semi Annual
1997-04-30 Pennsylvania Insd Muns Income
Tr Unit Sar 94 Semi Annual
1997-04-30 Prudential Unit Trs Unit Insd
Multist Tax Exempt 23 PA
1997-05-05 Capital Reserve Aocount
1997-05-08 $15,DOO St. Mary Hosp, Auth
Bucks Cnty PA Bonds MBIA Dated
9/15/91 6.5% due 7/1/2016
1997-05-08 Nuveen Tax-E,xempt. Unit Trust
$e~ies 142
1997-05-08 Nuveen Tax-Exempt Unit Trust
Series 154
1997-05-08 Nuveel1 Tax-Exempt Bond Fund
Set iE',' 241
1997-05-08 Nuveen Tax-Exempt Bond Fund
Series 246
1997-05-14 $10,000 PA St, HIgher Edl Faos
Auth Rev Bonds Dated 1/1/91
7,25% due 9/1/2017
1997-06-05 Capi till Reserve Aooount
1997-07-03 Capital Reserve Aooount
1.997-07~30 Lehigh COUnty PA Gent'urp Auth
Rev Bonds Due ') /1/2001
Prerefunded 8% due 7/1/97
1997-0B-Ol Capita~ Reserve Account'
1997-09-03 Capital Reserve Aooount
1997-09-05 American Enterprise Investment
Servioe - Proceeds of Maturity
of M~nicipal Bond (American
Expres. Financial Advisors)
17
729.,25
425.85
127.20
305,55
617,40
140,10
149,46
325,00
675,00
333,20
67,20
17,92
'120, B3
4,8B4,16
2,551.77
400,00
1,876.83
1,748,32
186,94
1997-10-02 Capital He.erve Account 1,984,66
1997-11-03 Capital Hes"rv~ Account 1,901.27
1997-12-02 Capital Reserve Account 403.89
1997-12-31 Capital Heserve Account 54,50
1998-02-02 Capital Reserve Aceoun t 45,52
1998-03-02 Capital Reserve Account 37,42
1998-04-02 Capital Reserve Account 41: 38
1998-05-01 Capital Reserve Account 38',97
1998-06-01 CapItal Reserve Account 39,15
1998-07-01 ARt< Money Market Portfolio 2,75
1998-87-01 Capital Reserve Account 35,06
1998-08-03 ARK Mone y Market Portfolio 40,89
1998-09-01 ARK Money Market Portfolio, 41 '07
1998-10-01 ARK Money Market Portfolio. 39.22
---...--........---... 26,923.52
other ':
Dauphin Deposit Bank and Trust
Company, ~Kecutor for Guy D,
Wengert ~state - 100% Income
'Residue
,100,00
5,nO,33
1998"09-0$ Transfer from Principal
------------- 5,i70,3~
---...----...-......-
Total Receipts of Income
47,829,95
.................
18
/~ /6//-3
BUREAU OF INDIVIDUAL TAXES
INHERITAWCE TAM DIVISION
DEPT. 2"0601
HARRJ...".:,-,!,t 1712'8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECOIlD ADJUSTMENT
LARRY A. HARTMAN SR,V,.P.
DAUPHIN DEPOSIT BK ,:,TR
POBOX 2961
HBG PA 17105
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-29-1999
WENGERT
02-07-199'1
21 97-0207
CUMBERLAND
101
Aeount R..l HItd
- -
r'
o
*'
tfV.IItIUAr, eM.."
GUY
D
~
MAKE CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTI: ~ To Incu.... proptlr or4Kll t to your account. a_it the upper po,..Uoo of this: for... with your tax payaent.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
fiEV:is93'.iir-Aj:ji-io'9-:97Y----....-iiiHiiiii:"fA..C€-fix-iii:-coiiif-Aiij-usi'M€ii,.-ii.-----..-----------...---. ......
ESTATE OF WENGERT
GUY
D FnE NO. 21 97-0207
ACN 101
MlJUSTltENT BASED 0141
VALUE OF ESTATE:
BOARD OF APPEALS REFUND
1. R.-l Est.t. (Schedul. AI
2. Stocks ...d Bonds (Schadul. B I
S. Clo..b Held Stook/P.rt""rship Int.r.st (Schedul. CI
4. ttor.t~.IHo.t.s R.celvabl. (Sohedule D)
S. c.*h188nk Dapo.its/"lso. r.rsonal Property (Schedule E)
6. Jointly o.nod Prop.rty (Sohodul. FI
7. Tr~.f.r. (~1. G)
B. Tot.l A...ta
DEDUCTIONS AND EXEMPTIONS:
(l) 195.000.00
121 38.545.73
(S) .00
141 .00
151 53,922.95
161 .00
171 1,597.223.12-
IBI
9. Funeral EX~G../A~ln15tr.tiY. Cost"
"hoelleneoul E)(pen..5 (Schedule HJ
10, Debts/Mortg.ge Liabiliti.s/Li.ns (Soh.dul. II
11. Total Deduction.
12. Hat V.lue of T.. R.tuNl
13. Charltebl./Goy.~tal Bequ..h; Non-eleoted 9113 Trusts
14. Net Value of Est.t. Subj.ct to T..
TAXI
15, ~t of Line 14 at Spou..l r.t. (IS)
16. Aooount of Line 14 t..OIbla .t Line.l/el... A rat. (6)
17. '-ount of Line 14 t.~abl. .t Coll.t.ral/Cl... B ratA (17J
1a. Principal Ta)( Due
TAX CREDITS:
PA VNENT
DATE
191
UOI
44.970.98
1l~51.17
1111
U21
USI
U41
(Schedul. J I
Jl.!l_X, 00.
.00X.06o
1.645.769.9i:X,15o
UBI
RECEIPT
HUHIlER
DISCOUlfT 1+1
INTEREST/PEN PAID 1-)
AHOUIfT PAID
05-02-1997
11-07-1997
AA211253
AA242442
7,500.00
.00
142.500.00
102.922.49
TOTAL TAX CREDIT
BALANCE OF TAX DUE
"INTEREST AND PEN.
TOTAL DUE
DATE
06-29-1999
1,884,692,07
56 .422 .15
1.828.269.92
182.500.0!!..
1,645,769,92
,00
.00
246,865,49
246.865.49
252.922.49
6.057.00CR
___" .00
6,057.00CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE (IF TOTAL DUE IS LESS TNAN .1, NO PAVNENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAV BE OUE
A REFUND. SEE REVERSE SlOE OF THIS FOHN FOR INSTRUCTIONS. I
~_ .J
f'AWlEMTI
00_ ttlo't... po,t!... o. thl. Motl.. ond _It .Ith you, po.-t - poyobl' '0 \l1O .- aroI add,."
ptInt.. Dfl thI reVer" 11M.
.._ ..._ oheOk (,tr .....v order pay_l. t01 REGISTER OF WILLS, AGENT.
REflJN(l (CRll
A'...... o. 0 ,OX o,odtt, ""101> .0' not ,_.t... '"' the I.' ..tu,n. ..y .. ,......t... by ._,.tll.. ..
"AWlI..tI... fe' .ofl.ond .. .....,..,...1. Inhodt.... and Eot.t. I.'" (.EY'"'''' AWlI..tl.... .,. .u.lIobl. .t
"'" Off I.. o. the ...I.t., o. .,ll.. ..yo' the " ....""" "I.trlct ofll..' 0' .,.. tho .....rteont.. ,.--,
.._"no ..,.1... ....." fe, '0'" o,dadno' In .......,,''',. 1-.00"6"'0'0. ootoldo P.""....",I.
.nd wlthhl local HarrisbUrg er.1I (717) 767-&094, TOOl (717) 772-2252 <Hearing IIlP,'tred only).
""".uon. ,_,dl... .rroro .....tolnod on thlo notl.. .haul. .. """,..OO<! to' PA lIOp.rt_nt o. .....-. ..,--
o. Indl.I_' T..... ATT"' Po.t A....__t ..,1.. Unit, !IOpt. ,"0601. ..",Io.U'., PA 17",-0601,-
(717) 781..650'5.
REl'lV
TO.
OlSCOIJIT t
If an. t.. duO II p.l. .Ithln th'oo '" ..,....., """th. ...., tho doo.....t.. do.th. . fI'. ..,....t (~, dls.....'
af the .ax p.ld 11 anowed.
The ISX 'ID< .....t. non-p.,tI.I..Uon ......It. h .....ut... on ,he tot.l o. tM tox .... Int....t ........., ..... not
pIIld before J8nUIIr!i 18, 1996, the fltlt dclY _nar the and of the tfl)( ...ty podod.
PEllAl TV.
INTEREST I
Int.,..t h _,.... ...'nnlno .lth flrot ... o. doll""uonoy 0' nino '" ..nth. and "'"' 'Il do. .,.. the dot. o.
do.th to \l1O d.t. .. ..,_1. T.... "",on ..._ ..lln_t b.'o'. J..,...... I, "" -, Int.,..t .t tho rot. of
.1. (610 pa,...t por "",,,,, ..'eul.t... .t 0 d.lly ,.to o' ,000164. All t.... ."t.h ....- dall_t on .... ..t.,
JanuorY I, "., .tll "0' Int.,..t .t 0 ..t. ""Ion .tll ,... .,00 ..l.ndar y..' to .01.....' ..., .lth thOt rot.
~ b~ the PA IMP.....t...nt of R.v.,..,.... Tttll applioable lnterut rllltes for 198Z through 1999 ere'
..., Inter..t Rata D.l1~ Int.ra.t~ v..r lntera.t flllta DllllY lntarast f:.-ctor
f'f"_ - . -
1.9&2 lOX .00OS4a 19&..~~1'R1 llX .0OOMl
1913 lOX .OGOO! ,'U 'X .0110247
19M llX . Dontt 1991.1~ .,., .000192
1'>85 m .000356 1995~I998 'X .000247
19a6 1flX .001214 "" .,., .000192
1917 .X .0"..."
~.Int.r..t 19 o.ltulat.o a. foll~'l
INTEREST = 'ALANCE or TAX UNPAID X NUNBEIl OF DAYS DELINqUENT X DAlLY INTEREST FACTOR
--An. ..tlc< 10..... .ft., the t.. _. dollnqu.nt .1l1 rofl'O' .n ,,,tor..t ..,.ul.tlon to flftoon (IS) doYO
..yond t... dot. of tho ........nt. If p..-t ,. .... .ft., to.. Int.,... ._utfttion .... .hoMn on -
MoUea, .cSdHlonl11 Int.r..t llU.t btI oll\ICulated.
PAYHINT I
h~ tM top portion at thh ""ti~ Md tuMlt with your pIIY1H"t ... p.ylllbl. to tt..,... W1d ........
pr1nt.. on thl reYCIr.. .lda.
If RESIDfHT DECEDENT .... cMok or ~y order ~y.a,l. tOt REQISTER OF WILLS, AGENT.
If MOH"'RESlDEtfl: DECEDENT ...~ ahKk or 110M)' ordclr payllbh tOI COtttONWEALTH OF PEtetSVLVANIA.
REf\ICI (CAll A r.Nld of II tl'lii Qredlt, which.,,.. not rltCflHl.ted on the TaK Return, MY be requuted by cOIIPI.Ung .,
"'AppIlC<lUon ft)r Refund of Penn.ylvWllu Inh4lrltMCe .00 E.totlll hx" (REV-UUL lpplic.Uon. ara 1N.l1mla .t
thIi Dffice of the Rqhtllr of WUlt, .nyof the 23 RllIvenu.l 'Olatrict Offic.. or frOll thit Dep.,'twnt'. 24-hour
lIf'I....rlrtiil ..rvl~ mMlber. t'or for.' orderingl In Penn.yl".rd. In&DO-~62-20S0, oohldtl PMlfl.ylVMi.
and withIn local tftlrrlsburg are. (717) 787-8094, TOOl (717) 772-2Z5l (HIII.dng 'lIPatrod only).
RalLV TOI Que.Uonll rqardlng err6rs contained on thh notloe should b4l nddronad tOI PA nepertlMnt of Rev~, But.au
of Indh:ldual TaKa., AnN: Post A.....HI'lt Rllv.law Unit, Dept, 280601, Harrhburu, PA 17U8~060l, phone
(717) 787-6505.
DISCOUNT ~
If MY tax due h paid within thr.. (]) .aalenlier ItOOths aft.r the decad8nt's death, a fll,1ft ptIrCl.....t (510 dlaOOlMt
of ~ ta~ paId 11 allowed.
PENAL TV I
it. l~ hK """Itv non-partlclpMtlon penelty Is COIIPuted on the tobl M the hx Md Int.rllllt .....Md, and not
paid b.fore Jonuary la, 1996, the first day aftar the end of the tex .-nelt~ perlo~.
INTtR!ST I
Int.r..t 1m ohera-ct begllrmIog with flrlit day of dallnqUfIIlCY, 01" n1ne (9) ~ths and OM (1) dray fr'OII the dat. (If
doath, to ttMI date of paYflllllt. T.xel; which bee... dGIUflIll.(eftt b.for. '-lUIIr~ 1, 1982 baar lnt.r..t at ttMI rata of
.h: (6):) ~rcent per ~ oaloulated at a d"lb reta of .000164. All tax6' which beC8M dtllInqlJlent on BAd "ft.r
Jwnuary 1, 1982 "Ill bear Int.t~st at ~ rat. whloh will vary frOM oalendar y.ar to ~al~r y.ar tilth that rat.
~ by the PA Dapart-.nt of R.v~. The applicable lnt~r.u\ tatou for 19a~ through 1999 era,
V..r l.,t.r..t Rllt. DaUy Int.rut. Factor
Inhr.,t Rat.
DaIh Int.r..t FllOtor
V..r
1982 20X .00(1548 1988-1991 11i: .00OSOI
1985 16~ .00043& ..., 9X ,00QiZ47
.... III .0005nl 1'991~1994 7X .1)001.92
.985 15;( .000356 199!j~199& 9~ .000247
.9t6 10;( .0002:74 .999 1~ .000192
1"'1 9~ .0011247
--Inter..t I. o~loul.t.d a. follow.,
IHTSRB8T c BALANCE OF TAX UNPAID X N"KBER OF DAYS DELINQUENT X DAILY lNTERBST FACTOR
--Any Notlne I..ued aft.r tn. tax ~r.~s dallnquent wIll reflect an Intere.t c.lcul.tion to flft-.n (15) day.
beyond the dIlte (If the .....uant, If pay..nt Is ode .ftar the lnter.,t CMPUtatlon date thown on the
NoU(la, addltlONlI lnt.ra.t lIU.t bf:I c,lloulated.
=-"'....
.....
i
....-__:J!t";~-~.~
,'r" "tc:n.'~Lci'
o "--,_~" _ ,
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