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Home My WebLink About05-14-07 (3) ", w ~ ll:-lI) uO:ll: W Q.u :rOO " O:..J ....Q.a1 Q. c( z o t= :s ~ .... lL <( u w a:::: z o t= <( .... ~ D. :E o u >< <( .... JOO f'..... + (6.001 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT (8) (11) (12) (13) (14) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 6 0 9 4 8 COUN"rY"CoiiE -VEAR- - - ;;u.;eeR-- SOCIAL SECURITY NUMBER 1 99- 0 3 - 4 8 5 4 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS SOCIAL SECURITY NUMBER D 3. Remainder Return (date 01 death prior 1012-13-82) D 5. Federal Estate Tax Return Required .:L 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Allach Sch 0) I- Z W C Z o Q. lI) w 0: 0: o U THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS David H. Stone Es uire 414 Bridge Street FIRM NAME (If Applicable) Stone La Faver & Shekletski TELEPHONE NUMBER 7177747435 New Cumberland PA 17070 125,000.00 26,098.80 OFFICIAL USE ONLY 0.00 X _(15) 0.00 0.00 X _(16) 0.00 16,809.57 X 12 (17) 2,017.15 150,859.57 x 15 (18) 22,628.94 (19) 24,646.09 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 :: ) c .0 213,706.34; ..~~ ; ~~.~ ~-" .::::;;;J: C::::.:;j --.J DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) .... z w C w U w C Rie el Queene E DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) -< .r:- -T'1 163,095.75 1"-) 527 ;900.89 41,816.03 1 ,809.32 43,625.35 484,275.54 316,606.40 167,669.14 20 D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 10/21/2006 1/11/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [X] 1. Original Return D 4. Limited Estate [X] 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date 01 death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 1. Real Estate (Schedule A) 2 Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (1) (2) (3) (4) (5) (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17 Amount of Line 14 taxable at sibling rate 18 Amount of Line 14 taxable at collateral rate 19 Tax Due ~" D d t' C I t Add ece en s ompee ress: STREET ADDRESS 1400 Brandt Avenue CITY I STATE I ZIP New Cumberland PA 17070- Tax Payments and Credits: 1 Tax Due (Page 1 Line 19) 2 Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 24.646.09 18.000.00 947.37 Total Credits ( A + 8 + C ) (2) 18.947.37 3 Interest'Penalty jf applicable D. Interest E. Penalty Totallnterest'Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, A GENT 0.00 0.00 5.698.72 5.698.72 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 ~ c. retain a reversionary interest; or ...................................................................................................... 0 ~ d. receive the promise for life of either payments, benefits or care? ............................................................. 0 ~ 2. If death occurred after December 12. 1982, did decedent transfer property within one year of death without receiving adequate consideration?................................................ ...................................... ...... ., 0 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [g] 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penames of pe~ury. I declare that I have e Declaration of preparer at r SIGNATURE OF P is return. including accompanying schedules and statements, and to the best of my knowledge and belief. il is true, correct and complele. 've is based on all information of which preparer has any knowledge. LING RETURN DATE ~. Sl~ ADDRESS 41 9 treet New Cumberland SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE PA 17070 DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse IS 3% [72 PS 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% {72 P.S. ~9116 (a) (1.1) (ii)l. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% {72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 45%, except as noted in 72 PS. 99116(1.2) [72 PS 99116(a)( 1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% {72 P.S. 99116(a)(1.3)]. A sibling is defined. under Section 9102. as an individual who has at least one parent in common with the decedent. whether by blood or adoption. , REV-1502 EX + (6-98) ~ *' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rieael. Queene. E 21 06 0948 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real DroperlY which Is iointlv-owned with riaht of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Property located at 1400 Brandt Ave., New Cumberland, Cumberland County, PA at appraised value conveyed to Darlene Bowers and James E. Bowers, her husband, as per decedent's codicil to her will VALUE AT DATE OF DEATH 125,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 125 000.00 -- --- I.. REV-1503 EX + (6-98) . *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 8 STOCKS & BONDS ESTATE OF Rie(;lel. Queene. E FILE NUMBER 21 06 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0948 ITEM NUMBER 1 DESCRIPTION 336 shares Prudential Financiallnc stock @ $77.675 each 10-20-06 $77.79 per sh. and 10-23-06 $77.56 per sh. for an average of $77.675 per sh. VALUE AT DATE OF DEATH 26,098.80 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 26,098.80 ..-- REV-1508 EX + (6-98) . . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rieael Queene. E FILE NUMBER 21 06 Include the proceeds at litigation and the date the proceeds were received by the estate. All property jolntly-owned with right of survivorship must be disclosed on Schedule F. 0948 VALUE AT DATE OF DEATH 9.64 1,670.54 336.60 58.00 586.00 14,145.72 25.31 35,080.74 8.60 45,338.56 16.70 56,844.10 20.94 46,799.58 17.24 564.00 ITEM NUMBER 1 DESCRIPTION AAA-refund on premium 2 Cash on hand 3 Highmark-refund 4 Holy Spirit Hospital-refund 5 Peerless Insurance CO.-refund on premium 6 PNC Bank-Cert. of Deposit #31400029223 Princ. $14,145.72, Int. $25.31 7 PNC Bank-Cert. of Deposit #31400029223 - Accrued Interest 8 PNC Bank-Checking Acct. #5140052833 Princ. $35,080.74, Int. $8.60 9 PNC Bank-Checking Acct. #5140052833 - Accrued Interest 10 PNC Bank-Savings Acct. #5130158984 Princ. $45,338.56, Int. $16.70 11 PNC Bank-Savings Acct. #5130158984 - Accrued Interest 12 PNC Bank-Savings Acct. #5130159928 Princ. $56,844.10, Int. $20.94 13 PNC Bank-Savings Acct. #5130159928 - Accrued Interest 14 PNC Bank-Savings Acct. #5130159936 Prine. $46,799.58, Int. $17.24 15 PNC Bank-Savings Acct. #5130159936 - Accrued Interest 16 Provider Services-refund TOTAL (Also enter on line 5. Recapitulation) $ (It more space is needed, insert additional sheets at the same size) 213,706.34 ... Continuation of REV-1500 Inheritance Tax Return Resident Decedent Riegel, Queene, E Decedent's Name Page 1 21 06 0948 File Number Schedule E - Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17 Shipley Oil-refund 955.81 18 US Treasury-Civil Service check received 2,587.18 19 US Treasury-CSF lumpsum benefit 2,091.08 20 Miscellaneous personal property as per insurance schedule 5,550.00 21 Miscellaneous personal property 1,000.00 SUBTOTAL SCHEDULE E 12,184.07 GRAND TOTAL SCHEDULE E $ 213,706.34 .. REV-1510 EX + (6-98) . . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RieQel. Queene E SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY FILE NUMBER 21 06 0948 This schedule must be completed and filed it the answer to any at questions 1 through 4 on the reverse side at the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INClUOE THE NAME Of THE TRANSFEREE. THEIR RELATIONSHIP TO OECEOENT ANO DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE Of TRANSFER. ATTACH A COPY Of THE OEEO FOR REAl ESTATE. VALUE OF ASSET INTEREST (IF APPlICABlEI VALUE 1 Lincoln Benefit Life Company-Annuity Contract 163,095.75 100. 163,095.75 #LBF1220299 wi cost basis $75,000 and beneficiaries are Holy Infant Church (80%), Darlene Bowers (10%) and Marian Stine (10%) TOTAL (Also enter on line 7 Recapitulation) $ 163,095.75 (It more space is needed, insert additional sheets at the same size) .. ~EV-1511 EX' ". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rie<;)el. Queene. E ITEM NUMBER A. 1. B. 1. 2. 3. 4. 5. 6. 7. 2 3 4 5 6 7 8 9 10 11 12 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: Parthemore Funeral Home-funeral services ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) David H. Stone Social Security Numbe~s)/EIN Number of Personal Representative(s) Street Address 414 BridQe Street City New Cumberland Year(s} Commission Paid: 2007 Attorney Fees Stone La Faver & Shekletski Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent 175-48-4299 Slate P A State Probate Fees Register of Wills, Cumberland Co. Accountant's Fees Tax Return Preparer's Fees FILE NUMBER 21 06 Zip 17070 Zip Bridge Street Realty-appraisal fee US Treasury-direct payment for civil service check Peerless Insurance Co-homeowners insurance PNC Bank-check printing fee Marian Stine-Replacement check on lost check Shipley Energy-oil service The Patriot News Co.-adv. grant of letters Stone LaFaver & Shekletski-Reimb. on adv. letters w/Cumberland Law Journal Bennett's Backyard Lawn-yard work done Comcast-final bill on television services PA American Water-final services rendered PPL Electric-services rendered 0948 (If more space is needed, insert additional sheets of the same size) TOTAL (Also enter on line 9. Recapitulation) $ AMOUNT 11,985.00 18,087.00 6,029.00 329.00 425.00 2,587.18 623.00 40.35 400.00 228.00 137.19 75.00 53.00 30.16 29.03 32.96 41,816.03 .. Riegel, Queene, E Decedent's Name Continuation of REV.1500 Inheritance Tax Return Resident Decedent Page 2 21 06 0948 File Number Schedule H . Funeral Expenses & Administrative Costs. 87. ITEM NUMBER AMOUNT 13 14 15 16 17 18 19 20 DESCRIPTION PA American Water-services rendered Verizon-telephone services Boorugh of New Cumberland-sewer and trash serv Verizon-telephone services PPL Electric-services rendered PA American Water-services rendered Register of Wills-filing Inheritance Tax Return and Inventory Reserve for closing expenses 17.00 15.59 64.80 35.16 32.98 29.63 30.00 500.00 SUBTOTAL SCHEDULE H.B7 725.16 .. oREV-1512 EX + (6-98) . SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RieQel Queene. E FILE NUMBER 21 06 0948 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Moffitt Heart & Vascular Group-services rendered VALUE AT DATE OF DEATH 201.71 2 Holy Spirit Hospital-services rendered 158.00 3 Camp Hill Emergency Physicians-services rendered 564.00 4 Quantum Imaging & Therapeutic-debt of last illness 11.04 5 FIA Card Services-services rendered 61.43 6 Quantum Imaging & Therapeutic-services rendered 3.04 7 Snoke Family Practice-dentist services rendered 83.22 8 West Shore Pathology-debt of last illness 130.00 9 Comfort Care of Holy Spirit-services rendered 71.11 10 Comfort Care-services rendered 21.94 11 West Shore Pathology-debt of last illness 110.00 12 FIA Card Services-services rendered 57.23 13 New Cumberland Fire Dept-ambulance services 336.60 TOTAL (Also enter on line 10, Recapitulation) $ (If more space IS needed, insert additional sheets of the same size) 1 809.32 ~ :".,,,,,,. to. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Oiol'1ol E ?1 OR OQ4A RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE f. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Darlene Bowers Collateral 147,859.57 320 Cly Road York Haven PA 17370- 2 Marian Stine Sibling 16,809.57 800 Center Street Millersburg PA 17061- 3 Linda Schell Collateral 500.00 931 Sanborn Drive Palentine IL 60074- 4 Woodrow Stine Collateral 500.00 PO Box 1268 Hanover PA 17331- 5 Nancy Cornelious Collateral 500.00 526 Eliot Drive Hummelstown PA 17036- 6 Josephine Smith Collateral 500.00 319 N. 24th Street Camp Hill PA 17011- 7 Larry Stine Collateral 500.00 800 Center Street Millersburg PA 17061- ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET If. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Humane Society of Harrisburg Area Inc 1,000.00 7790 Grayson Road Harrisburg PA 17111- 2. Holy Infant Church 315,606.40 34 Third Street PO Box 398 York Haven PA 17370- TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 316606.40 (If more space is needed. insert additional sheets of the same size) . Continuation of REV.1500 Inheritance Tax Return Resident Decedent Riegel, Queene. E Decedent's Name Page 3 21 06 0948 File Number Schedule J . Beneficiaries. 1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8 Annette Tarkhill Collateral 500.00 4817 Charles Road Mechanicsburg PA 17050- . II ep\wil18\rieqel.qe\k\12-93 . LAST WILL AND TESTAMENT OF QUEENE E. RIEGEL I ' ( ) i ,) I, QUEENE E. RIEGEL, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I give and bequeath the sum of Five Hundred ($500.00) Dollars to my sister, MARIAN STINE, and to each of the children of my sister, MARIAN STINE, who are living at the time of my death. At the time of the execution of this will, there are ANNETTE, LINDA, WOODROW, NANCY, and LARRY, and I wish to include any other children born between the execution of this will and my death in this bequest. ITEM II: I give and bequeath the sum of Five Hundred ($500.00) Dollars to my friend, JOSEPHINE SMITH, of 1476 Brandt Avenue, New Cumberland, Cumberland County, Pennsylvania, in appreciation of her many kindnesses to me. ITEM III: I give and bequeath the sum of One Thousand ($1,000.00) Dollars to the HUMANE SOCIETY OF HARRISBURG AREA, INC., and express the desire that the same be used for the West Shore Shelter. ITEM IV: I devise and bequeath the residue of my estate of every nature and wherever situate to the HOLY INFANT CHURCH of York Haven, . Pennsylvania, to establish a building fund for the HOLY INFANT CHURCH of York Haven, Pennsylvania, said building fund to be used for the Page 1 of 4 -----. " sole purpose of building an addition to the said church or for the building of a new church in the York Haven, Pennsylvania area. ITEM V: I appoint DAVID H. STONE, Esquire, Executor of this my last will. ITEM VI: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I, QUEENE E. hand and seal this ~~~4 day of hereunto set my SIGNED, SEALED, PUBLISHED and DECLARED by QUE ENE E. RIEGEL, the Testatrix above named, as and for her Last will and Testament, and in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses. GtJ~jf~ Witness 'Uttur ~ ;1, Address ' .,~C0/YW.- '1)" Jil--t tU.L/) ~ ~I W~tness 7lL./L) f.~~dd?t.d Pi+ Address . I i I I " II II Page 2 of 4 ------- . COMMONWEALTH OF PENNSYLVANIA: :55: COUNTY OF CUMBERLAND . . I, QUE ENE E. RIEGEL, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will, that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. € Sworn to or affirmed to and acknowledged before me by QUEENE E. . zA- (\ IJ RIEGEL, the Testatrix, this J?~~ day of ~~~LL~-L/ , 1993. Notar:-ll S"zI K3yt': R. Ll1d<f!Y, Notar'! P.;t:::::: ".J~ Cum~)~-: 1.md 2')(0. Cm1bsr'anc Coonty ~IY Com:n.ssion ~(P;~r:;;; Marctl27. 1997 Member, Penr,SYlvarJaAssocia1lOn of NOIaIieS ~'R.~ N'tary Pub ic COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND . . weCQJ.,oJ+--Jl!i;;;;) and d~tA.- '1YJ /d~t-d..L~1 the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that Page 3 of 4 . . we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~Q~~ witness ;( C. M'vn t,l... /n fit- t'~ ly- witness Sworn to or affirmed to and acknowledged before me by and L~ZA' A In. ~ LtJ of JOa.eJl-YW /,...:/-L./ , 1993. C-1~A.LR.,/ '/J .~-t-~ witnesses, this J~/~day , Notarial Seal Kay~ R. Luckey. Notary Pubf'1C New Cumberl3nd r~ro. Cumbet1311d County My Comm!ssion b:p(ces Mmd127. 1997 mber. PennsYI'.'d1I:a~tlOn of NotarieS . ~~ >e. @u~ .' ~ tary Pub c I I I 11 Page 4 of 4 . STONE, LAFAVER & SUEKLETSKI - " ~.' ,':<.,':~~}?;1/J , ,-:'..,l CODICIL TO THE LAST WILL AND TESTAMENT OF QUEENE E. RIEGEL I, QUEENE E. RIEGEL, of the Borough of New Cumberland, CUIT~erland County, and Commonwealth of Pennsylvania, declare this to be the Sole Codicil to my Last Will and Testament dated December 23, 1993. ITEM I: I add the following Item to my Last Will and Testament as Item III .A. : \lITEM III: A. I devise and bequeath my house and lot known as 1400 Brandt Avenue, New Cumberland Borough, Cumberland County, .- ~~, Pennsylvania, and all of its contents (not includin9\cash.6r securities) to DARLENE BOWERS." . , , ,'j --:i II: In all other I hereby ratify, con)f:i..rm ,..) ITEM respects al<1Q r,) t-v republish my Last Will and Testament dated December 23, 1993, together w'i ,:h this my sole codicil. IN WITNESS WHEREOF, I have hereunto set my hand and seal this "" \-l ~ ' I' I~ ~ ~ day of -1'CJ~!"'-~ ,2000. ,-' "I - . (.-. I \- ~;-;i~' l . ; ~\~ ')"c E. RIEGEL i/ -....:?7./ ' ., "" . ....~ <.J/''-' .,../ -- . QUE ENE Page 1 of 2 . . SIGNED, SEALED, PUBLISHED and DECLARED by QUE ENE E. RIEGEL, the Testatrix above named, as and for a Sole Codicil to her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses. ~. ~f4,I- frC,I..(j.. ,L,~...k\l...'." (1 ) Address ~I;f' .'{ uL1- 7f~/ {2-~~/ ~. Address Page 2 of 2 . REV-415 EX + (:J.041 '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280801 HARRISBURG. PA 17128-0601 SAFE DEPOSIT BOX INVENTORY Pl.... Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS COUNTYCOOE FILE NUMBER IOCIALIECUIUIY~IORDEATHCERTFICATE"'-f....rllllllo_1 21 2006-00948 199-03-4854 DATE OF DEATH 0/21/2006 DECEDENT'S NAME (LAST. FIRST. MIDDLE) QUEENE E. RIEGEL . ADDRESS OF DECEDENT (STREET) 1400 BRANDT AVENUE (STATE) PA (CITY) NEW CUMBERLAND NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAfE DEPOSIT BOX (NAME) DAVID H. STONE, ESQUIRE (STREET NAME) 414 BRIDGE STREET (STATE) PA (CITY) NEW CUMBERLAND NAME. ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERION(S) PRESENT AT THE BOX OPENING .. (NAME) (RELATIONSHIP) DAVID H. STONE, ESQUIRE EXECUTOR & ATTORNEY FOR THE ESTATE (STREET NAME) (CITY) (STATE) 414 BRIDGE STREET NEW CUMBERLAND PA b. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) c. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAfE DEPOSIT BOX IS LOCATED (NAME) PNC BANK (STREET NAME) 331 BRIDGE STREET NAME OF PERSON MAKING LAST ENTRY N/A DATE OF CONTRACT TO RENT BOX NUMBER OF BOX 06/30/1987 491-B NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX .. (NAME) QUEENE E. RIEGEL (STREET ADDRESS) 1400 BRANDT AVENUE (CITY) (STATE) (ZIP CODE) NEW CUMBERLAND PA 17070 NAME AND mLE OF EMPlOYEE TAKING THE INVENTORY DAVID H. STONE. EXECUTOR OF THE ESTATE AND ATTORNEY FOR THE ESTATE (CITY) NEW CUMBERLAND (STATE) PA DATE AND TIME OF l.A8T ENTRY b. (NAME) (STREET ADDRESS) (CITY) WAS A WILL IN THE BOX? 0 YEI iI NO " y... .. DoIII of wiN: b. N_ _ __ of ~ ........nIoti.... "no""" In the win INAME) DAVID H. STONE, ESQUIRE (STREET NAME) 414 BRIDGE STREET c. N_.nd __ of -...y," ony (NAME) DAVID H. STONE. ESQUIRE (STREET NAME) 414 BRIDGE STREET (CITY) NEW CUMBERLAND (STATE) PA (CITY) NEW CUMBERLAND (STATE) PA (ZIP CODE) 17070 (ZIP COOE) 17070 (ZIP COOE) 17070 (ZIP COOE) (ZIP COOE) (ZIP COOE) 17070 (STATE) (ZIP COOE) (ZIP CODE) 17070 (ZIP COOE) 17070 . INSTRUCTIONS The Department is authorized under federal law , 42 U.S.C. S 405(c), to use the decedent's Social Security number in administering this state tax law. The Department uses Social Security numbers to establish a decedent's identity and ensure proper credit for tax payments. (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obllglltlons of U,S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointiy held, payable on death, ate. (4) Bonda: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Ssvlngs and Losn Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (8) Jewelry, Coins, Stsmps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insursnce Policies or other evldances of Indebtedn...: List and describe as fully as possible. (8) All other contents. ITEM ITEII DESCRIPTION NO. 1 FEDERAl EMPLOYEES GROUP LIFE INSURANCE POLICY 2 DEED TO 1400 BRANDT AVENUE, NEW CUMBERLAND. PA 17070 3 PRUDENTIAL INSURANCE POLICY #4592535 I CERnFY~PENALTY Of' PERJ", fr THAT THE ABOVE RECORD IS . ~:C:~=I~~T~RY: c Of' MY KNOWLEDGE AND BEUEF. SIGNA~_ 0 Y)/) ~ SIGNATURE PRINTNAME. ~ - PRINT NAME AND CHECK APPROPRIATE BOX BELOW DAVID H. STONE, ESQUIRE Fo'RrNT TITlE DATE CHECK APPROPRIATE BOX ATTORNEY FOR THE ESTATE , Iii eaecutot(tN) o AdmintStr1lforitJUtl I II/v.;(. OESIeleR~1Y8 o Jont "'*'* of saf. deoos,t boll SAFE DEPOSIT BOX INVENTORY Page---Lof ~ NOTE: Attach additional S',," x 11" sheet(s) nec.ssary or use duplicates of this page of form. -. :. f,oQ(tll:' ~<:'-,~:J-QS,{3.-'i't,)- DEED Jt ". THIS INDENTURE made the / day of Lktf~ , in the year 2006, cetNeen DA'I== E. STONE, Executor of the Last Will and Testament of QUEENE E. R=~GEL, late of the Borough of New Cumberland, County of Cumberland ~~,d Commonwealth of Pennsylvania, of the first part, hereinafter called the Grantor, -AND- DARLENE BOWERS and JAMES E. BOWERS, wife and husband, parties to the second ~drt, hereinafter called the Grantees; WHEREAS, the said Queene E. Riegel, became in her lifetime seised, as cf fee, of and in to a certain tract of land, together with the improven~nts thereon erected, situate in the Borough of New Cumberland, :ounty of Cumberland, and Commonwealth of Pennsylvania, and more par:icularly described hereinafter; and being so thereof seised, diec on October 21, 2006, having first made her Last Will and Testament i, writing dated December 23, 1993, duly probated and registered .- the Office of the Register of Wills of Cumberland County C~ October ~ , 2006, wherein and whereby she appointed as Executor the s:;.i j 2a':id .. S':.Jr:e, :0 '"r/;m Letters Testamer:tary were duly issued by saii ReLJis:0! :f Wills en Cctoter 27, 20G6, ~here~~ and whe~ety said ~rer~3e3 h~: ~:~~~:er iescribed were soecifl.:::all': - " je~/ised, all as i~ , . .l. - . and by said " ~ ~ l ,.....i...~..l.. and t~e records of said Register of Wills more fully appears; NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and in consideratic~ of the sum of ONE and ($1.00) Dollar, which has been paid to him cy the said Grantees at or before the sealing and delivery hereof, rece~pt whereo: is hereby acknowledged, has granted, bargained, s:ld, aliened, released and confirmed, and by these presents doe3 grant, bargain, sell, alien, release and confirm unto the said Gra~tees, ALL THAT CERTAIN lot or parcel of land situate in the Borough of New Cumberland, 20unty of Cumberland, State of Pennsylvania, more particularlj bounded and described according to survey of D.P. Raffensperger, Registered Surveyor, dated October 25, 1954, as follows: BEGINNING at a point on the Northwest corner of the intersection of Brandt Aven~~ and Allen Street; thence westwardly along the northern side of Brandt Avenue one hundred (100) feet to a point at the dividing lin~ between Lots Nos. 63 and 64, Plan "C" on hereinafter mentioned P::'dn of Lots; thence northwardly along the same at right angles to Br3ndt Avenue seventy-one (71) feet to a point; thence South eighty (80)iegrees fifty-seven (57) minutes East through part of Lot No. 64, Plan "C" on said Plan, one hundred and twenty-three one- hundredths (_00.23) feet to a point on the western side of Allen. Street; then'e southwardly along the same, seventy-seven and eight- tenths (77.c, feet to a point, the place of BEGINNING. BEING part .::: Lot No. 64, ?lan "C" of Plan of Seven Maples No.1, recr:rded in ,'::'3.li Bock ~, Page 21, Cumberland County records. HAVING tr.er'O .. erected a or.e-story brick dwelli:1g hOlse knNm and ~~r~ere,~ as 4CC Bra~dt Avenue. BEING THE SAME PREMISES WHICH Michael Joh:1 Neidig and Louise E. ::e:i~:r, [.is ;i:e, 01' tr-.eir deed dated April 22, 1.16::', and ::ecorded -2- . April 24, l~~l, in the Office of the Recorder of Deeds in and for C~mberla~d C~unty, Pennsylvania, in Deed Book E, Volume 20, Page 171, granted and :enveyed unto Queene E. Riegel, single woman, deceased. TOGETHER with all and singular the buildings, improvements, ways, streets, all,=ys, passages, waters, water-courses, rights, liberties, privileges, ~ereditaments and appurtenances whatsoever, thereunto belo~ging or in any wise appertaining and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of her, the said QUe'one E. Riegel, at and immediately before the time of her decease, in law, equity, or otherwise howsoever, of, in, to or out of the same. TO HAVE AND TO HOLD the said lot or piece of ground above described, \;'. th the buildings and improvements thereon erected, hereditament3 and premises hereby granted or mentioned, and intended so to be, wIth the appurtenances unto the said Grantees, to and for the only prcper use and behoof of the said Grantees, forever. And the said Grantor, for himself and his respective heirs, executors a:. administrators, does covenant, premise and agree to and ','Ji~:-~ the sa_ ~rantee5, their heirs and assigns, that he, the said '_:,~:j.r,"':::;::-, ;,.a~ I" :..~t here~::fore done or ccmmitted an~' act, matter or: thi~J;; ~ha:sce~er :.~~ereby the premises hereby granted, or a~y part thereof, - 3- .-- is, are, sh511 or may be impeached, charged, or encumbered in title, cha~ge, esta~e or otherwise howsoever. IN WITNESS WHEREOF, the said Grantor has hereunto set his hand and seal the day and L-- -- (SEAL) ~.... \,./ ~~ /'}I72uvt-h~. Witness ~ , Executor of the Las ill and Testament of Queene E. Riegel COMMONWEALTH OF PENNSYLVANIA: rj, I COUNTY OF ~~~~lL~\~~~ SS: On this, the \~ day o;')y(J'J..-l~' 2006, before me a Notary Public, the ]ndersigned officer, personally appeared DAVID H. STONE, Executor of ~he Last Will and Testament of Queene E. Riegel, known to me or satisfactorily proven to be the person whose name is subscribed to the withi:. instrument, and acknowledged that he executed the same for the purFoses therein contained. IN WIT~ESS WHEREOF, I have hereto set my hand and notarial seal. COMMONWEALTH OF PENNSYlVANIA NOTARIAL SEAL KATHLEEN KEIM, Notary Publlc New Cumberland Boro. Cumberland Co Commission Expires Dec. 5. 2006 . ~ = teret cer~~fv :tat the precise address of the Grantee :'3 14(:0 ~o\" I'->u> . ~",I (r ~1y,.44.-1.-r.> p~ \hl1\:l J'.::::torr-.eJ :~)\~ ~ f\r.~ C'\ LA.~ -4- The purpose ollhls summary appraisal report Is to provide the lender/client with an accurate, and adequately supported, opinion 01 the market value or the subject proparty. P\'Oper\y Addr... 1400 Brandt Avenue CIty New Cumberland Stale PA ZIo Code 17070 Borrow. n/a Owner of PublIc Record Estate of Quenne E. Rieael Counlv Cumberland LeoaI DesalDtIon Book E20 Pace 171 AsaMWs Parcel' 26-23-0543-545 Tax Vear 2005-06 R.E. Taxes S not orovided* NekIhborhood Name 2617 Mall Refwence ADC HBG 20 H3 Census Tract 107 ClalIlIrt r lOwner I I Tenant I X I Vacant Special Aseeasmenlll S n/a Llpuo HOAS nla r 1 Der year r l Der month . P\'opertyRlghlllAollralaed IX!FeeSlmple I ILeasehold I lotherldela1be\*Totalassessedvalue r8llOrted by Cumberland Countv is $98540. Assianment Tvoe r l Pu'chase Transaction 11 Retlnance Transaction I I other ldelalle\ LendarlCllent Stone Lafaver & Skeketskl Addr_ 414 Brickle Street. New Cumberland. PA 17070 10 the sublecl llrODerlv WTentIv ofIared Iilr sale or hu II been ollered Iilr sale In the twelve monthe llriar to the elIactlve date of this IIlllraloal? I I Vea I X I No Report date IlUce(S) usad, olIartng prlce(s), and date(a). The orooertv Is currentlY not under an agreement of sale to the best of the aooralser's knowledoe. This is a retrosoectlve aooralsal reoort as of 10/21/2008 the date of death with a physicallnsoection date of 10/14/2006. I Udid Udld not analyze the lXlIltractlilr sale Iilr the aubjecl pu'ChaM transaction. EllpIaIn the reaullll of the analyals of the contractlilr sale or why the analysia W8I not performed. The orooertv Is currentlv not under an aoreement of sale to the best of the aooralser's knowledge. . Contract PI1ce S n/a Oate of Contract nla 10 the D<ODerIv aeIer the ownar 01 public reconl? xlveI I INo Date Solrcelal oubUc records 10 tllare any ftnancIallllllstence (loan chargea, sale concesaIona, (j1I or downpayment 1lIIlatenoa, etc.) to be paid by any party on behalf of the borrowar? U Vel UNo II Vel, report the total dollar amount and daealbe the ltema to be paid. Snla _: _ ond ,.. rllClol........-"lon at 1M ..1__.. nat........... _.. '::.';:< C~ It ~;,'cip;;:;:r ;:3Y.t,;'", :~:::;~~;c~:;;t~ ';i'~ ,:;;~~'l;." "'_l.ill!u..'JlY(,,! Location Urban X Sullwban II RlI'al P\'operty Valuea I IInaeasIna X I SIabIe Declining PRICE AGE One-Untt 65 % ButIt.lJo X Over 75% 25-75% I I Undar 25% OernandlSupply I 1_ XI", Balance Over SupplY $(000\ 1....\ 2-4 Untt 20 % Growth Rapid X SIabIe I ISlow MarkatIno TIme r X I Undar 3 mtha I ~ mtha Over 6 mIha 80 Low NEW Multl-FamIIv 5% . NeIghborhood BolI'ldarles See Attached Addendum 600 High 100+/- Commarctal 5% . 150 P\'ed. 50+1- other Indust 5% .. NeIghborhood Desalptlon The area is a mix of sinole familv detached and attached single family owner and tenant occuoied homes. Nelohborina shops, parks schools and most services are within a 10 minute drive. Employment centers in the CIties of Harrlsburn and Carlisle Barouoh are a 20 minute commute with averaae emolovment stabilitv and aooeal to the market Market Condltlona (Including aupport Iilr the above concluslons) See Attached Addendum 0Imenai0na see leaal descriotlon Area .18+1- acras Shaoe rectanoular VIew averaoe Oasalllcatlon Residential Zoo Sinale Family Residential Hance IX IL.....I I ILg Nonconl\:lrnina CGrandlathared Uae) I INo Zonlna I Iileaal ldela1be\ 10 the hIgheat and best use of the subject property as Improved (or as proposed par plana and apec:ilk:atlona) the preaenl use? 00 Vel UNo II No, desalbe. UtUIltH Publle Other {_Ibel Publle Ott.'I_lbe\ 011-o"- Im...ove........... Tvfto PublIe Prl_ 8ectr1c1tv [xl rl Watar IXI I Street asPhalt [Xl rl Gas rxl I I Sanltarv Sewar Lxi I AIIev none fl TI FEMA - Flood Hazard Area I I Vea Ix I No FEMA Flood Zone C FEMA Mall . 420366B FEMA Uan Date 02/16/1977 Aro the utlIltIea and oII-o1te ImorovemenllllvDlcallilr the market.ea? I X I Ves I I No II No dnalbe. Are thare any advarse site oondltlona or externollacloro (_. onaoachmenlll, enWonmentaI oondltlona,land UI8I, etc.)? U Ves 00 No II Vea, dnalbe. No aooarent adverse easements or encroachments wera noted or disclosed. Recorded neiahborhood restrictions have not been nrovided or reviewed bv the aoorais8f. However the intent of such deed restrictions is to orotect the orooertv values in the neinhborhood tvoicaUv f;~!:~,rA""rds tn A''''are fooiil:e minimums etc. NelO~ed orooane tan_ortloertv. Untta IXIOne I 1000wtthAl:cM1lorvUntt IConaeteSlab I CrawlSPace FoundatlonWalo concrete black/avn FIoonI . 01 Slorles One IxlFul Basement I lParttaI Baoement ExterIor Wallo brick/aluminum Wall olaster/averaoe Tvoe Ix I 0eI. I I Alt. 11 S-OetJEnd UnII Basement Area 996 Ill. ft. RooI_ asphalt shlnalal8\lll TrlmlFinloh wrx>dJnalntl__ r 1 P\'llIlOSad r l Under ConsI. Basement AnIah 0% Gull.. & 00wn0Il0ut0 aluminium/avo Bath Floor cerernlc UlaI-- ranch 100takle EntrvlExlt I I Sullll PumP Window Tvoe woad DH/avo Bath Waln8llDt cerlIITllc UlaI-- Vear Bultt 1940+/- Evidence of I I Inlnlatlon Storm SaahI1nauIated exlstlna Car Slor_ r 1 None EIIecttve '-lYral 20+/- vrs old I I Selllement Saeena exlstlno . of Cars 2+/- AI1lc None HeaUna I X I FWA II I HWBB II I Radiant AmonltIes WoodSlovelal' ~ ....... 5lI'face macadam I Chlo Ster Stairs IOthar I Full oil J Freo!aceCa)' Fence Gar- . of Cars 1 Floor X ScutUe CooIno I X I Central Nt Condltlonlnn JPatlolDeck X Porch X Cam<lrl . of Cars 1 I Anlohed Heated I individual II I Other I Pool other IX Alt. I IDet. I lBuitt-tn . ArHlllancea I I Ret....ator I X I R......oIOwIn 10000000har I Illisoosal I IMlaowave I IWaeharlllrvar I IOthar(_1 Flntahed area above orade lXlIltalna: 5 Rooma 3 Bedrooms 1 BathCa\ 996 Sauare Feat 01 GrOll Uvlnn Area Above Grado Addition" features (special enargy alllclentlterna, etc.). The dwellino has central air installed after the orioinal construction. ~ Oeealbe the condition olll1e proparty (including needed repairs, deterioration, ronovatlona. remodlllng. otc.). The dwellina is In averaae minus condition and does not aooear to have been adeauatelv maintained with reaards to the current mareket expectations for interior decor with some of the olaster walls have been coverared with wood nanelinn and In need of reolacement windows. The kitchen is tvolcal for time DAriod constructed. The aoe of the roof and mechanical systems is unknown. Are tharo any physical detlclencles or advarse oondltlons that atIacl the Uvabltty, soundneu, or atructural integrity of the proparty? U Ves lXJ No II Ves, desaibe. Doea lI1e proparty genar.1Iy conl\:lrm to the neighborhood (functlonol uUltty, atyle, condition, use, construction, ate.)? lXJ Ves UNo II No, desaibe. . . Ft... MIc Fmn 70 Ma-ch 2005 Bridge Street Realty, LLC Uniform Residential Appraisal Report 26-23-0543-545 FIle No. 0611001 ProdUCld _ Atl SOIIwIn, 8lJO_234.8127l1NW.lCiWllb.com PIgolot8 FonrieMloFcrm 101U__ l<<WJlIiCl3:l105 I ADDENDUM . Borrower: nla Property AdclreM: 1400 Brandl Avenue CIty:NewCUl'Ylllera1d lender: Stone Lafever & Skeketski State: PA File No.: 0611001 Caw No.: 26-23-0543-545 ZIp: 17070 Neighborhood Boundaries The neighborhood is further defined as Brandt Avenue. The neighborhood is located in New Cumberland Borough and is bounded by Sixteenth Street to the north, Park Avenue to the east, Simpson Ferry Road to the south, and Interstate 83 to the west. . Neighborhood Description The area is a mix of mostly single family detached homes. Employment centers in the Cities of Harrisburg and Carlisle Borough are a 20 minute commute, with average employment stability and appeal to the market. West Shore School District, which consists of Northern York County including Newberry Township and southern Cumberland County municipalities of Lower and Upper Allen Township, and New Cumberland. Neighborhood Market Conditions Consistent with other neighborhoods in this area, homes in the subject neighborhood have experienced record level appreciation in recent years. Conventional, FHA, and VA financing are readily available, with occasional sales concessions. Interest rates remain favorable, and have recently risen slightly. Based on the average condition of the subject property, a marketing period of less than three months is projected for the property assuming a marketing price not in excess of 20% of the opinion of value concluded in this report and competent brokerage. Quality and Condition of Property The subject property is considered to be of good quality consturction and in average minus condition at the time of the inspection. Conditions of Appraisal Inspection reveals no items requiring special conditions or recommendations. See standard and contingent limiting conditions and addendum attached. THIS IS A .COMPLETE SUMMARY APPRAISAL REPORT" as discussed in the addendum. Electronic Signatures: This appraisal is being transmitted electronically via e-mail in the form of a .PDF file that is suitable for viewing and printing purposes only. The appraiser has included a digital signature that is controlled by a code in order for any changes or modifications to be made on the appraisal report. ONLY the appraiser may modify this appraisal report! Adele Sims, Assistant to the PA General Certified Appraiser, assisted with research and analysis of the factual real estate data, including documentation of the pertinent information, proofreading and preparing the final report. Addendum Page 1 of 1 f FLOORPLAN Booower: nla FileNo.: 0611001 Property Address: 1400 Brandt Avenue Case No.: 26-23-0543-545 City: New Cumberland State: PA Zip: 17070 Lender: Stone Lafaver & Skeketski -"-.--'..-... -....- ---- .. . .. .. I I I 36.0' . .. .. .. .--.---.--- , 13.0' , , , , , , Carport 1 story , , Basement , , ,b " ,lQ tli , ~ , , ;;; , , I I , I I I 13.0' -- - - - - 20.0' " Covered Porch " <0 .,; 20'0' 16.0' .. bv Apn: r.t'" Corrmenlll: AREA CAlCULATIONS SUMMARY LMNG AREA BREAKDOWN coct. Descripllon SIze NMT_ BrHkdooMt ~ GLA1 r1r.~ rloor 996 . 0'0' 996 . 0'0' Fir.t rloor _aft "-_t 996 . 0'0' 996.0'0' 25.0' " 36.0' 90'0' . 0'0' PIP Porch 120' . 0'0' 120'.0'0' 6.0' " 16.0' 96.0'0' lMR Gar_ 325 . 0'0' 325 .0'0' TOTAL LIVABLE (rounded) 996 2 Calculations Total (rounded) 996 -- .. .. - .. .. l There .. 20 CMlIlWable ~ _entIy otInd tar ....In \he sub rarGng In Ilrica tom $ 89 900 \0$ 191.000 There we 8 OllIl1IIW8b1e aaleIln \he sub within tile nullWelve months rll IIina In sale "'"'" tom $ 1 04 900 \0 $ 229 900 FEATURE I SUBJECT COMPAIWlLE SALE NO. 1 COMPAIWlLE SALE NO. 2 COMPAIWlLE SALE NO. 3 1400 Brandt Avenue 1488 Brandt Avenue 1481 Brandt Avenue 716 Barbara Streat AddreM New Cumberland BoroUllh New Cumberland Borouoh New Cumberland Borouah New Cumberland Borouoh ProxlmllY to Subled i.,;.r,',,} same block same block 2+/-blocks SeIe Pttce $ n/a $ 157,900 $ 130 000 ';;:;1""''';((';;,:,,,:( $ 134 999 !We FIiolt.QoIIUv. flfeta _. 116N-' $ 87.78 00. ft. $ 145.94 .... ft. I (:.;c.,- '.'.';";., Dele Sotrc:e(.\ MLS & Public Records MLS & Public Records MLS & Public Records VarlIcalIon Sot.rc:e(.l exterior Insoectlon exterior insoectlon exterior Insoection VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION ".'1_ DESCRIPTION ",)1- DESCRIPTION ".'1"'- SeIe er Financing conventional convenllonal conventional ConceaIanI closad sale closad sale closad sale Dele 01 SaleIT1me 11/06' DOM 91 12/05: DOM 63 10/05 LocetIon suburban suburban suburban suburban LeuehoIdlFee S1mDle fee simole fee simole fee simole fee simole SIte .18+/- acres .21 +/- acres .16+/- acres .14+/- acras IIlew aversoe averaae averaae aV8f8ae rlll1ch ones I sDlIll81ill11.-aoe ones QuaII\Y of ConIlnJctlon brick & alum/ave brick & alum/avo brick & alum/avo brick & alum/1M! AcIuII fva 66+/- Years 51 +/- veers old 53+1- vears old 51+1- vears old CondItIon averaoe minus aV8f808 olus -10000 averaae aood -10000 Abel.. Grade ToiII1~ - ToiIIl-J - T"" I......J - T"" I a.m.J - Room Count 513 1 1 6131 1 5131 1 5121 1 ~lJo.ftJflfeta10.00 996 00. ft. 1352....ft. -3.600 1 481 00. ft. -4 900 925....ft. 0 Iluemwlt " AnIahed Full/996 Sq.Ft. full baS8fnent full basement no basement 0 Rooms Below Grlde unfinished 1 I'OlllT1 & half bath -1 000 ll'OlllT1 & full bath -1 500 nla FunclIonal UlIIIv averaae averaae averaoe averaae FWA ClAIr FHA/CA FHA/CA FHA/CA EnalIIv EftIdenlIteml tvolcal tvolcal tvDlcal tvnical GIr-.'Car_ 1 car camort 1 car camort none -1 000 none -1 000 !'(rc:lllPallolOed< Porch ' nnr<'.h DOrch I oorch Flreolaca no fireolace 1 fireolaca -1 000 2 fireolaca -2 000 1 fireolaca -1.000 Shed no shed shed -1 000 outbuildlnos -1 000 no shed Net AdlualmenttTotlll\ Il+ Ixl. 1$ 16600 I 1+ Ixl. 1$ 10400 11+ Ixl. Is 12.000 Adjuallld SIIe PtIoII Net Ad~ -10.5% Net Adj. -8,0~ls NetAd~ -8.9~ I s of r_ablea ~AdL 10.5% I s 141 300 GRlII AdI. 8.0% 119600 GRlII1dI. 8.9% 122 999 I ~ did U did not r....-ell tI1e sale er tr.nafw hIItory 01 tI1e subject property and GOI1lpI!abIe aaleI. ~ not. explain MY.....ch 1 X I did 1 I did not reveal allY orIcr sales er transfn 01 tile su for tI1e three ..... !Vier to tI1e efI8dIve date of tlllI An""'lsal. Dele ao..c:el.\ MLS and nubllc records MIl reaewch !Xl did r ldld not reveal anv orIcr sales er transfn of tile "",,",",able sales b tile .... rviot to tI1e date of sale of tile ""'""1IIb1e sale. Dele 10........\ MLS and nublic records ReDCfI\he r-'ls ofll\e r-m and -...... of tI1e orIcr sale er ranaler h'"'""' 01 tile and com ""able ... (reDCfl additional orIcr sales on o..e 3\. ITEM SUBJECT COMPARABLE SALE NO. 1 COMPAIWlLE SALE NO.2 COMPAIWlLE SALE NO. 3 Date of Prior SalelTranaler No sale Drior 3 vrs No sale nrior 3 vrs No sele nrior 3 vrs No sale orior 3 vrs PtIoII of PrIor SaleITranllllr nla nla nla nla Dele Sot.rcat.\ MLS and Public records MLS and Public records MLS and Public records MLS and Public records Effec:lIve Date 01 Data So...~.\ 11/28/2006 11/28/2006 11/28/2006 11/28/2006 AnaIyaia of prior sale er lranaler hlltory of tile subject property and oompwabIe 881.. There W8f8 no Drlor sales in the nast three vears for anv of the three comoarable sales. Surnnwy of Sa"" ComparIIOI1 Approach. Due to limited similar size and stvle dwellinn seles within the subiAcl's nelnhborhood it was neceaserv to search nast six months far sales #2 & #3. All sales W8f8 selected basad on thelr similar deslnn ane nualitv. and oroxlmltv to the sublect oronArtv beinn most imoortant with all three sales within two blocks of the subiect orooertv. Sales #1 had a finished attic with addltionalllvlnn area and Sale #2 also had Iivlnn area on different levels. Gross Iivlnn area IGLA\ adiustments were made at 9:10 nN i ""uare foot for differences of more than 1 00 ""uare feet. All sales W8f8 considered reliable and were nlven similar weloht In the value conclusion. Ilndlcaled V eM 125.000 ONE HlJNDRED AND TWENTY FIVE THOUSAND DOLLARS.......... ...................... I_V..."': s.J.. "-_-_.125000 eo.-_'It_I-'. 25000 1_-_IIt""..I......'. nla All three annrn:oches to value were considered. However the market area lacks an adAnuate number of rental seles to use the income aooroach. Most welnht was alven to the market data annroach due to the aoe of the subiect. . This appraisal '" made [Xl". II," U subject \0 c:ompIetlon pi! plana and apedIIcallonl on tI1e baaIa of a hypothetical condition that tI1e ImprllvernentB have been CXlmpleted, o subject to the following repah er altera1lon. on tI1e baaIa of a hypothetical CXlndItIon tI1al tI1e rapan er alterallonl have been completed. er 0 subject to tile following requi'ed . InapectIon baaed on tI1e extraordlna-y assumption tI1al tI1e CXII1dItIon er delIclency doeS not require alteration er repair: See Attached Addendum , _...d on a Gomplata vla".llnapectlon of the Interior and exterior .... of the lubJect property, d.fl....d ICOpe of work, Itatement of ...umptlona .net limiting .ondltlo..., .nd .ppr.I_'. .artlflcatlon. my lourl opinion of t'" mwkal ..1.... e. defined, of tho re.1 property th.tl.t... .ubJect of thl. raportl.. 125,000 .."" 10/21/2006 wllI.hla....._ofl--ondt...-_of.hIa-a1.a1. Bridge Streat Realty. LLC Uniform Residential Appraisal Report 26-23-0543-545 Ale No. 0611001 . Fr.... MIc Form 70 MIrdl2005 PrvducId UIlnCI ACI '1;:2"~.ff1t1..,..IlCIwIb.CXIll1 F_...._'OO4 _lOOli l004JIIIQS3006 AFFILIATED APPRAISERS & CONSULTANTS ""1' Prudential Financial, Inc. - Stock chart, Index chart - MSN Money Qunte, Ul;trt, News =::J. 100 +' , . FREE TRADES . r I*I_S~~;.:;;- , II!!I Prudential Financial, Inc. U'f<lI 95.33 rl'yll: 96.93 l_\l'.'J 95.31 95.22 PRUDENTIAL FINCl INC ;,,';i )";1:-j L)i't::n 'it";l' 10/25/2006 73.<1500 77.5200 77.9800 78.]600 l,:S9,WJ(j Rest-~atch 1U/24/2006 n.8':lUQ n.2100 77.7200 77.5200 1.21b,lQO to/23;.2006 76.0300 77.0900 77.2700 n .3700 ~,121,SOO :0/:::0/2006 78.,;900 77.0900 78.0800 /?1GOO 1,713, ton 10; l'J.2tj06 7"3.~OOO 77 .570t) 78.0400 77.9200 :,GYJ,-tOU 10; 18.2006 78.4700 77.7400 77.8000 78.4400 1.31 ;',000 :U;1}_,'~'IJ06 n,/.IOG 76.8300 77.1500 77.5500 ;/J63,400 HJI 16, 2C06 .17.9200 77.2700 77.5100 77,4500 1,163,600 1,)1.5/2006 I1L:;GIJO T?05[)O 77.1700 77 .7900 1,977700 l(Ji 12. 2'';06 78.0000 77.2100 77.5000 77.2900 2,071,1'00 ~Cl/ 11/21106 77.6300 ?G,J6DO 70.6400 77.6300 :,62550n Guided Research Find Stocks an Interactive D,:Ha (OmPJny a{1 InteractlVt: Data (,)mpany. ;I(](" ~)r:c<: dato prov:(jcd by I, ~,,; Quore~j dt'lay~~d 20 minute:.. P(jg~ geFlerall:'c 5/2/21)07 2:00 PM Eastern Tme Related Links ~ VCj O~ I--\-'-L (0-';t.0 -olo ( 0 - .;l3 - 0 <., t( 79. D:; 7 7. 0'1 IS5.(J.. 3 ,g, YCi -11. DC} - l 55, 5~ Page 1 of 1 Set! Todily'S r'loltgagc Rate $310,000 Mortgage under $999/mo. As seen on Oprah - Free rate quotes' Counlr'(Wl(!I' Hr.:;f1H.' lO"lllS less- Than-Perfect Credit Expertise From Countrywide@). 4 of 5 Approved. Gd d Second MortU~j(Jc 200,000 loan for $585/month- Apply online today! Looking to Retinance? Great Rates and a Variety of loans Good Credit or Not, We Can Help! iNG DIRECT ARM Mortgllgcs With One Low Oosing Cost of $895. Great for first time buyers ...l ~ ~;77.5~ It. 7~ ~ ~ I S5~ 3S- -7 J. ~ 77.(,7!: 33<.. sits = So td I ").-11- Db fH-rSA- ~ t db, 618. 80 http://moneycentral.msn.comlinvestor/charts/chartdl.aspx?PT=3&D5= 1 &D2=0&D3=0&C... 5/2/2007 -,- I I_V __ _lIJ"-''-' _. - '-''- I r ,.....unl ,r, '+J.-=: (00 .),+=>0 t".l:n . ~ PNCBAN< November 27, 2006 David H. Stone 414 Bridae Street P.O. Box E New Cumberland, P A 17070 RE: Estate ofQueenc E. Riegel, (Deceased) SSN: 199-034854 DOD: 10121/2006 Dear: Mr. Stone In response to your request for Date of Death balances for the cU5tomcr noted above, our records show the followina: Certtfteate or Deposit Account # 31400029223 Established 03/01/1996 QUEENE E RIEGEL DOD balance: $14.,145.72 + $25.31 accrued interest CbecldDI Account Account # 5140052833 Established 06/15/1987 QUEENE E RIEGEL DOD balance: 535,080.74 + $8.60accrued interest SavinlS Account Account # 5130158984 Established 06/15/1987 QUEENE E RIEGEL DaD balance: 545,338.56 + S16.70 accrued interest Account # 5130159928 Established 01/07/1988 QUEENE E RIEGEL DOD balance: $56,844.10 + 520.94 accrued interest Account ~ 5130159936 Established 01/07/1988 QUEENE E RIEGEL DaD balance: $46,799.58 + $17.24 accrued interest 1 ""l l'UV-oi::,O-,Ut:,IO 4:..1.. ...:U:: rl'i....CMI'i1'\ ~n.::: . (bt:l ,j4::Jt:l ~.I:j:d Please note that this office only provides date of death balances for deposit accounts (IR.A5, CDs, Checking and Savinas accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1~888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, -~ ~~er 1-800-762-1775 P7-PFSC-04-F SOO First Avenue PittSburghPA lS219 MembcrFDlC 2 TOTAL P. 02 , mmg a pan UI 10licy Number: HP7 M341773 Coverage Is Provided In PEERLESS INSURANCE COMPANY Named Insured: Agent: QUE ENE E RIEGEL WOOLF-STRITE INS ASSOCIATES AgentCode: 3202467 Agent Phone: (717)-731-8266 DESCRIPTION OF SCHEDULED PROPERTY Item Classl Description SCHEDULED FINE ARTS 01 23 GREEN BEER STEINS & ONE 5 LITER GERMAN BEER STE IN 02 30 LITER GERMAN BEER STEIN & ONE ANTIQUE KEROSENE PULL DOWN LIGHT WITH GLOBE & FOUNT SCHEDULED FURS 01 ONE NATURAL FULL LENGTH MUSKRAT COAT(APP:84) 02 ONE PASTEL MINK HAT Limit of Liability $ 1,550.00 $ 2,800.00 $ 1,098.00 $ 102.00 Date Issued: 10102/2006 - I HP7M34177304 0310 INSURED COPY I - j Page 1 of 2 H61 (07196) 11/1...,."".,. PGDM560D J17342 'T .6 . Lincoln Benefit Life Company 544 Lakeview Parkway Vernon Hills, IL 60061 Telephone: (877) 499-6418 Facsimile: (866) 635-4523 LINCOLN BENEFIT LIFE All ALL.TATI COMPANY October 31, 2006 Robert D Farabaugh Sr. Prudential 150 Corporate Center Dr. Camp Hill, PA 17011 Re: Contract No: Queens E Riegel LBF1220299 Dear Mr. Farabaugh Sr.: We have been requested to complete IRS Form 712 with regard to the above referenced contract. The purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or its proceeds as ofa certain date (usually the owner's date of death or date of transfer of the contract). This contract is an annuity contract, which is not reportable on IRS Form 712. The following information is provided for estate purposes only as of the date specified: Date of Death: Annuity Value. as of Date of Death: Cost Basis: Named Beneficiary: October 21, 2006 $ 163,095.75 $ 75,000.00 Holy Infant Catholic Church, Darlene Bowers, and Marian Stine .The actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender Charges. If you have any questions, please contact our Customer Care Unit at 1-877-499-6418. Sincerely, Lorean Webster Sr. Claim Examiner ~ .- . FLEXIBLE PREMIUM DEFERRED ANNUITY CERTIFICATE Owner: Queens E Riegel Annuitant: Queens E Riegel Certificate Number: LBF1220299 Annuity Date: September 18, 2016 Issue Age: 90 Issue Date: September 18, 2006 THIS IS A LEGAL CONTRACT - READ IT CAREFULLY LINCOLN BENEFIT LIFE COMPANY promises to pay to You a monthly annuity payment starting on the Annuity Date stated on Page 3. If you die prior to the Annuity Date, We will pay a death benefit to the Beneficiary, upon receipt of Due Proof of Death. PLEASE EXAMINE THE APPLICATION. We issued this certificate based upon the answers in the application. If all answers are not complete and true, the certificate may be affected. RIGHT TO CANCEL YOUR CERTIFICATE. If you are not satisfied with this certificate for any reason, You may return it to Lincoln Benefit Life Company, PO Box 80469, Lincoln, NE 68501-0469, or Our agent within 20 days after You receive it. Notice given by man and return of the annuity by mail are eft'ective on being postmarked, properly addressed and postage paid. We will return an payments made for this certificate, within ten days after We receive notice of cancenation and the returned certificate. READ YOUR CERTIFICATE CAREFULLY. Executed for the company at its home office in Lincoln, Nebraska on its Issue Date. ~Ji ~ Michael J. Velotta Secretary B. Eugene Wraith President LINCOLN BENEFIT LIFE COMPANY 2940 South 84lh Street Lincoln, NE 68506 1-800-525-9287 A Legal Reserve Stock Life Insurance Company FLEXIBLE PREMIUM DEFERRED ANNUITY CERTIFICATE Benefit Paid in the Event of Death Prior to the Annuity Date Withdrawal and Surrender Rights Withdrawal Benefit and the Amount Applied to Purchase Annuity Payments May Be Subject to a Market Value Adjustment Which May Result in an Upward or Downward Adjustment of the Amount Distributed. Nonparticipating GAP 9880 Page 1 liJ (I i ; ! ,,,!. " LINCOLN BENEFIT L1I:'E <: () M I' ANY Telephone: 1-800-LBL-WATS www.accessallstate.com A Nlemha "IAIIs/lilt' Fitul>u';,/J Gr""p Lincoln Benefit Life Company PO Box 80469 Lincoln NE 68501-0469 '~({r-i)11'" ;. -' , ..... ') t "~;tl~""" Ii jl ) ~~ :_!",It.)~~ FARABAUGH SR, ROBERT D C/O BISYS INSURANCE SERVICES I 4250 CRUMS MILL RD HARRISBURG PA 17112-2889 September 27, 2006 Your Client QUEENS E RIEGEL 1400 BRANDT AVE NEW CUMBERLAND PA 17070-1537 Tactician Plus # LBF1220299 We have processed the change(s) you requested to your contract. Detailed below is a summary of your current contract data: CONTRACT INFORMATION Issue Date: Tax Qualification Type: Payout Start Date: September 18, 2006 Non-Qualified September 18, 2016 OWNER INFORMATION Queens E Riegel 1400 Brandt Ave New Cumberland, PA 17070-1537 01/11/16 BENEFICIARY Holy Infant Catholic Church Darlene Bowers Marian Stine RELATIONSHIP TO OWNER Other Friend Sister PERCENTAGE 80% 10% 10% If you have any questions concerning your contract or any of the above information, please contact your representativ~ or Lincoln Benefit Life Annuity Services at 1-Boo-LBL-WATS. Sincerely. Annuity Services a to R29YWCHN.1' j"'OI)<J;:'J1.":I'l'WI,~'NI 01v...... ';. tI\hOK -, : " ANNUITY DATA Owner: Queens E Riegel Annuitant: Queens E Riegel Certificate Number: LBF1220299 Annuity Date: September 18, 2016 Issue Age: 90 Issue Date: September 18, 2006 INITIAL PREMIUM: $162,308.16 TAX QUALIFICATION: Non-Qualified This certificate is issued pursuant to the terms of the Master Contract Number MCOO3 issued by Lincoln Benefit Life Company to The Sears, Roebuck & Co. Customer Personal Insurance Trust, called the Master Contractholder. The Master Contract is issued in the state of North Dakota and is governed by North Dakota law. This certificate is subject to the terms of the Master Contract. Guarantee Period 6 Years Allocation of Initial Premium 162,308.16 Guaranteed Interest Rate Year 1: 4.50% plus 1.00% Years 2-6: 4.50% Guaranteed Throuih 09/17/07 09/17/12 PrimarY Beneficiarv ".4 COI\A.u+'- P"."...... p"~,, Italy T. r__ . ]lull I.\-&tholk'-€hurch Darlene Bowers Marian Stine Beneficiary Relationship To Owner Other Friend Sister Percenta~e 80% 10% 10% GAP 9880 Page 3 . ~ , " ~~3~O.ao \?dv 02loo.O) .. 'APj) )\Jt).OO ~ V.\\ t.l