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HomeMy WebLinkAbout06-04-07REV-1500 Ex (os-os> 15056051047 OFFICIAL USE ONLY PA Department of Revenue Count Code Year Fde Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 8 0 8 0 9 PO Box 280801 RESIDENT DECEDENT Harristw , PA 77128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Binh 1 7 4 0 5 1 8 0 8 0 9 0 8 2 0 0 8 0 9 1 2 1 9 0 5 Decedent's Last Name Suffix Decedent's First Name MI D Y S E R T ~ H I L D A (If Applicable) Enter Spouse's Information Below S ses Last Name S~ S use's first Name a Spouse's Socal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I I I~ ~~ ~ ~' ~ ~ REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ® 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to 12-13-82) 0 4. Limited Estale ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required death after 12-12-82) ' ® 8. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~_ 8. Total Number of SDB s (Attach Copy of Will) (Attach a Copy of Trust) -~ 9. Lftigation Proceeds Received ~ f 0. Spousal Poverty Credit (date of death ~ 11 . Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHALL BE DIRECTED TO: Name Daytime Telephone Number N D R E W S E S Q 7 1 7 2 4 3 0 1 2 3 T A Y L O R P A t Finn Name (If Applicable) ' ?.~ =' -~ Nne of address -~., C~. I~ ~~ ti~ GJ Corespondent's e-mail address: tpandreWStO7.Da.net r pena ies peryury, are a ave examen is re um, in u ing accompanying s e u es an s a amen s, an o e es my n ge an i , i is rue, ce and complete. Declaration of preparer other than the personal representative is based on all the information of which the preparer has any knowledge. SIGNATURE OF PE/R~SON RESP NSIBL F (LING R~TURN DATE ~m Side 1 1505605104? 15056051047 15056051047 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 6 0 8 0 8 Po sox 2sosol RESIDENT DECEDENT Harrisburg, PA 17128-0801 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 7 4 0 5 1 8 0 8 0 9 0 8 2 0 0 8 0 9 1 2 1 9 0 5 Decedent's Last Name Suffix Decedent's First Name MI D Y S E R T H I L D A A er pane es peryury, are eve examm is re um, inc ing a panying s u es an s amen s, an o e s my now ge i , i is e, and complete. DeGaration of preparer other than the personal representative is based on all the information of which the preparer has any knowledge. C1c;nlartlRE OF PERSON RESPONSIBLE FOR FILING RETURIy.~ DATE , G' cal ~ ~ .,~ tt.. n __ .~"r Q d\ \ ."] ". ~~5 I " 30 A alachian Trail Rd., Gardners, PA 17324 Side 1 1505605104? 15056051047 1875 Resevoir Dr., Garusle, NA 'I iu~ 5 SI T~RNEO~ ~N~~NSIBLE FOR RETURN DATE REV-1500 EX 1. Real Estate (Schedule A) 151156052048 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) Q Separate Billing Requested Decedent's Social ,. ;7zo,ooo.oo 2. S57,929.50 3. ;0.00 a. ;0.00 5. ;189 790.77 s. ;0.00 7. ;o.oo 8 Total Gross Assets (total Lines 1-7) 8. _ ;987,720.27 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 8 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax TAX COMPUTATION -SEE II 15.Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 _ 16.Amount of Line 14 taxable at lineal rate x .045 17.Amount of Line 14 taxable at sibling rate x .12 18.Amountof Line 14 taxable at collateral rate x .15 19. TAX DUE 12 minus Line 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 9. ;135,946.31 10. ;318.95 ,1. ;138,265.26 ,2. ;831,455.01 13. ;5 000.00 1 s ;123,988.25 Side 2 15056052048 15056052048 REV-1500 EX Page 3 File Number 21-06-0809 Decedent's Complete Address: Decedent's Name Hilda A. Dysart STREET ADDRESS 58 E. Lowther St CITY STATE ZIP Carlise PA 17013 Tax Payments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A+B+C) (~) $123,968.25 Total IMeresUPentalty (D+E) (2) (3) (4) $0.00 4• If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund 5• If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. $0.00 (5) $123,968.25 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $123,968.25 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: yeS n0 a. retain the use or income of the property transferred: O b. retain the right to designate who shall use the property trenserred or its income: ~ Q c. retain a reversionary interest: or ~ O d. retain the promise for 4fe of either payments or care? ~ OX 2. H death occurred after December 12, 1982, did decedent transfer property within one year of death wkhout receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benefiaary disignation? ~ 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. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of Vansfers to or for the use of the surviving spouse is 3% [72P.S. Sec. 9116(a)(1.1)(I)]. For dates of death on w after January 1, 1995, the tax rate imposed on the net value of Vansfers to or for the use of the surviving spouse is 0% (72 P.S. Sec. 9116(a)(1.1)(ii)]. 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 'rf 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 deseased child twentyone 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. Sec. 9116(a)(1.2)j. The tax rate imposed an the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec. 9116(1.2) (72 P.S. Sec.9116(a)(1). The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12% [72 P.S. Sec.9116(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. SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Hilda A. serf 21-06-0809 All real estate owned solely or as a tenant in common should be reported at fair market value with is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to sell, both having reasonable knowledge of the relevant facts. Property jointly-owned with Right of Survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 267 S. West St., Carlisle, PA 17013 Sold and settled on Feb. 7, 2007 in arms length transaction Sale price: $162,000 [settlement sheet attached] 2 235-239 S. Pitt St., Carlisle, PA 17013 Sold and settled on December 21, 2006 in arms length transaction Sale price: $190,000 [settlement sheet is attached] 909 Calvary Rd., North Middleton Twp, Carlisle; PA 17013 Not yet sold. Tax assessment $132,080. Common Level Ration 1.14 As per attached appraisal 4 58 E. Louther St., Carlisle, PA 17013 Not yet sold. Tax assessement $104,290. Common Level Ration 1.14 Parcel number: 02-21-0320-062 Asper attached appraisal $162,000.00 $190,000.00 $153,000.00 $215,000.00 Total (also enter on Line 1 Settlement Statement U.S. Department of Housing and Urban Development nru1R Annrnval Nn ~.rin~11~R5 lwmiraa A/:in/?r1nR) 1. ^FHA ~V 2. ^FmHA 3. ^Conv. Unins. 6. Fte Number 7. Loan Number 8. Mortgage Insurance Case Number 4. VA 5. Conv.lns. 06-01-00411COM 062979 c. Note: ~ merked'(p.o.ar ~ pe~'id oublae ne abiem~anb~ alxam taus br loom and s ~ baude«d`x, ma mle~a. TitleExpresS SeUlement Systan WARNMIG: M b a crkne b knowin9y make bbe to pre Udled Slalee om Mb «om oMer ahnAer Tam. PenNtlea upon wnvktlon can kxdude a Nre and . F« deWa see: TiOe is u. s. coda Secaom tot sM Secuom toto. Printed 12121/2006 at 09:48 LR D. NAME OF BORROWER: Steven Morelli and Donna Morelli ADDRESS: 5500 C Gloucester Str Mechanicsbu PA 17055 E. NAME OF SELLER: Estate of Hilda S. Dysart ADDRESS: 235 S. Pitt Str Carlisle PA 17013 F. NAME OF LENDER: Howard Hanna Mortgage Services ADDRESS: 119 Gamma Drive Pittsbur h PA 15238 G. PROPERTY ADDRESS: 235 S. Pitt Street, Carlisle, PA 17013 H. SETTLEMENT AGENT: Barristers Land Abstract Company, Telephone: 717.761.6180 Fax: 717.761.4072 PLACE OF SETTLEMENT: 3310 Market Str Cam Hill PA 17011 I. SETTLEMENT DATE: 1212112006 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contrail sales rice 190 000.00 401. ConUad sees ce 190 000.00 102. Persons 402. Personal rt 103. Settlement ch to borrower line 1400 6198.64 403. 104. 404. 105. 405. Ad ustments for Items ofd b seller i n advance Ad strnents for items id b seller i n advance 106. Ci nown taxes 406. Ci nown taxes 107. Count taxes 12@1106to12131f06 26.66 407. Coun taxes 12121106to12131106 26.66 108. Schodtaxes 12121106to06130107 873.49 408. School taxes 12121106tD06130107 873.49 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 197 098.79 420. GROSS AMOUNT DUE TO SELLER 190 900.15 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. De it «eamest mane 1 000.00 501. Excess sN see instructions 202. Prinil ai amount of new bans 180500.00 502. SetBement ch es to seller line 1400 14159.96 203. Exist' b s takan su ail to 503. 6cis8n ban s taken sub' to 204. 504. Pa off of Frsl Mort Loan 205. 505. 206. 506. 207. 507. 208. 508. 209. Seller Assist 3 900.00 509. Seller Assist 3 900.00 Ad ustments for items un aid b seller Ad ustments for items un aid b seller 210. C' !town taxes 510. Cit ntrxn taxes 211. Coun taxes 511. Count taxes 212. Scholl taxes 512. Scholl taxes 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. ' 220. TOTAL PAID BYIFOR BORROWER 185 400.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 18 059.96 300. CASH AT SETTLEMENT FROM OR TO BORR OWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower I'rcm 120 197 098.79 601. Gross amount due to seller line 420 190 900.15 302. Less amounts aid b nor borrower line 220 185400.00 602. Less reduction amount due seller ins 520 18 059.96 303. CASH FROM BORROWER 11698.79 603. CASH TO SELLER 172 840.19 SUBSTITUTE FORM 1089 SELLER STATEMENT: The haormalbn combined herein b knporbnt bx br«matlom and b bdn9 bmiehed to the bbrnal Revenue Service. K yw are rerruired b Me a mlum, a n gents penally «oMer eanctlom wM be kr9oeed om yw a Mb xern b required to be reponed and the IRS datemMnes Mal M has nil been repelled. The Contrail Sales Prke desalted om line 7 onto c«ntladea M Giwe P~eceede d nth benaectldl. Vw are requked by law b provide Me xtBemaM epmt (Fed. Tex ID No: 1 Hint your axrect t®rpayer klerdxlratlom number. K you do rx)t preNde your wrrM taxpayer Iden99tetlen number you may be suged b chM «aiminM penabbs M bylaw. under panearea d peQury. I terl8y Mil Me rnrmb~ alrovm an Mie sletemml b my c«red taxpayx Idprdllceean mmib«. TW: / SELLER(S)SIGNATURE(S): / SELLER(S) NEW MAILING ADDRESS: SELLER(S) PHONE NUMBERS: (H) PreNOUS edabns era obsdele U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SFTTI FMFNT STOTFMFNT File Number: 06.01-00411 ram Huo-r lyes) rer rrarwooac esos.z PAGE2 L. SETTLEMENT CHARGES C IICUIN Gl PAID FROM VJ.YV LR PAID FROM 700. TOTAL SALESBROKER'S COMMISSION based on rice E190 000.00 6.000 = 11 400.00 BORROWER'S SELLER'S Division d commission Iine 700 as fdlows: FUNDS AT FUNDS AT 701. 5 875.00 to Howard Hanna Tec ort SETTLEMENT SETTLEMENT 702. 5 725.00 to Coldwell Banker HSG 703. Commission aid at Settlement 11400 00 704. Administrative Fee to Howard Hanna Real Estate Services 175,00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Od ination Fee % 802. Loan Discount % 803. A sisal Fee to Ko enhaver A sisals P.O.C. 200.00 B er 804. CredU Re to Howard Hanna Mort a e Services LR 11.95 805. Lenders Ins Fee 806. Mort e A icatbn Fee 807. Assum 'on Fee 808. Document Pr oration Fee to Howard Hanna Mort a e Services LR 200.OD 809. Underwritin Fee to Howard Hanna Mort a e Services LR 395.00 810. Tax Service Fee to Howard Hanna Mort a e Services LR 100.OD 811. Flood Certification Fee to F.D.S.L LR 13.OD 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 1212112008 to 0110112007 29.0500 !da 11 Da s LR 319.55 902. Mort a Insurance Premium for to 903. Hazard Insurance Premium for to Libe Mutual P.O.C. 331.00 B er 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance 3 mo. 27.58 Imo LR 82.74 1002. Mort a Insurance mo. Imo 1003. Ci Pr Tax mo. Imo 1004. Count Pro Tax 12 mo. 55.92 Imo LR 871.04 1005. SdKxU taxes 8 mo. 135.61 Imo LR 1084.88 1009. A r ate Anal sis Ad'ustment to Howard Hanna Mort a e Services LR -416.77 0.00 1100. TITLE CHARGES 1101. Settlement or dosin fee 1 t 02. Abstrad or title search 1103. TUIe examination 1104. Tax certification to Barristers Land Abstract Com an 2.00 1105. Deed Pr aratbn to Ta for Andrews Es 1106. Not Fees to Lisa Rowe 35.00 12.00 1107. Attome s fees Indudes above items No: 1108. Title Insurance to Barristers Land Abstract Com an 1308.75 indudes above items No: 1 t 09. Lender's Pd' 180500.00 - 1110. Owner's Pd~ 190 000.00 -1308.75 1111. End 100 End 300 End 900 to Barristers Land Abstract Com an 150.00 1112. Overn ht Fee to Barristers Land Abstract Com an 15,50 11 t3. Electrons Documwlt Trans. to Barristers Land Abstract Com an 35.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recxxdi Fees Deed 42.50 • Mort 60.50 • Release 103.00 1202. Ci /Coun taxlstam Deed 1900.00 • Mort a 1800,00 1203. Stale Taxlstam s Deed 1900.00 • Mort 1900,00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Esc.IRenavd of Househdd Itemto Coldwell Banker HSG Y00.00 1302. Pest Ins ion to Housemasters P.O.C. 40.00 Bu er 1303. Transaction Fee to Coldwell Banker HSG 195.00 1304. Wire Fee to Barristers Land Abstract Com an 15,00 1305. Horne Warran to American Home Shield 425.00 1306. Home In ion to Housemasters POC:B 1307. Final WaterlSewer to Borou h of Carlisle 25.86 1400. TOTAL SE EMENT CHARGES enter on lines 103 Section J and 502 Section 6198.84 14159.96 HUU CERTIFICATpN OF BUYER AND SELLER W tlM Y»N d my IugWedOe aM befef, U le a true and is statement d Y rewipls one aealraemenat made m my aCCOUM a Copy a Ura HUD-1 SelUert6nl SWkmanl. ^A ` ~ /n/ ~ V- nre WARNING: R IS A CRBAE TO KNOWINGLY MAKE FALSE STATEMENTS TO THE The HUD-1 ~t~ Is a Uue end awsa4 1 a Ws UNfTED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTK)N 6'ensec0an. I have~se~iM be dshureN aetll UYS slat U.S. CODE SECTpN 100 AND SECTIOMNNOt00R DETAILS SEE TfTLE 18: ~~ ~j' ~~. ~~. SETTLEMENT AGENT: tT ' " DAB ram nurrr ivaef rei narruwrac revo.c rewaus eonaars ere aosolne A. ~ ettlement Statement U.S. Department of Housing and Urban Development nsaa e~~n,.,al Nn 2502-0265 (expires 11/30/2009) 8. T e of Loan 1. ^FHA 2 ^FmHA 3. ^Conv. Unins. 6. Flle Number 7. Loan Number 8. Mortgage Insurance Case Number 4. VA 5. Conv.lns. MT2007-111GFD C. Nate: Ilenss m.kaa •tp.ac.r vrore Ind cull maw doM ' IneY ere shc+rtl nere ra Irdar wrier wmoses arrd are na w+de 1^ neflads• TitleExpress Settlement System WARNING: N Is a aarre W krrovarr0lY make talee s'm'4emenL+te 6a UMted States en UNS a er~Y oNer dmNar ram. PenalOes upon Printed 0210712007 at 14:11 RLM dkrr 1UB1 and aedbn 7010 d S S C . e e . o convktlm an Yldude a Ma and aonmem. F« dalags see: TNh 73 U. D. NAME OF BORROWER: Carol M. Frye ADDRESS: E. NAME OF SELLER: Estate of Hilda S. Dysart ADDRESS: F. NAME OF LENDER: Cash ADDRESS: G. PROPERTY ADDRESS: 267 South West Street, Carlisle, PA 17013 - Carliste Borou h H. SETTLEMENT AGENT: Abstract Companyot Central PA, Inc., Telephone: 717-243.6222 Fax: 717-243-6486 PLACE OF SETTLEMENT: 26 West Hl h Street Carlisle PA 17013 I. SETTLEMENT DATE: 02107/2007 J. SUMMARY OF B RR WER' TRANSACTI N: K. UMMARY OF SELLER'S TRANSACTION: GROSS AMOUNT DUE FROM BORROWER 100 400. GROSS AMOUNT DUE TO SELLER . tOt. Contract sales rice 162 000.00 401. Contract sales rice 162 000.00 102. Personal Pro rt 402. Personal Pro rt 103. SettlemeN cfia es to bonower line 1400 2832.25 403. 104. ~4' 105. ~5' Ad ustments for items ofd b seller I n advance Ad ustments for Items aid b seller i n advance 108. School Taxes 02/07/07 to 06130/07 609.72 408. School Taxes 02/07/07 to 06/30/07 609.72 109. 409. 110.. 410. 111. 411. 112. 120. GROSS AMOUNT DUE FROM BORROWER 165 441.97 412. 420. GROSS AMOUNT DUE TO SELLER 162 609.72 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER De sit or earnest mone 201 000.00 501. Excess De sit see instructions . 202. Princi al amount of new loans 502. Settlement char es to seller line 1400 ' 11 444.47 203. F~cistin loans taken sub'ect to ed to 503. Existin loan s taken sub 204 504. Pa olf of Flrst Mort a e Loan 205. ~5' 206. ~. 207. 507. 208. ~8' 209. 509. Ad ustments for Items un old b seller Ad ustments for Items un aid b seller 211. Count taxes 01f01107to02107107 64.59 511. Count taxes 01/01107to02/07/07 64.59 213. 513. 214. 514. 215. 515. 216. 516. 21Z 517. 218 518. 219. 220. TOTAL PAID BYIFOR BORROWER 2064.59 519. 520. TOTAL REDUCTION AMOUNT DUE SELLER 11 509.06 300. CASH AT SETTLEMENT FROM OR TO BORR OWER 600. CASH AT SETTLEMENT TO OR FROM SELLER Gross amount due from borrower line 120 301 165 441.97 601. Gross amount due to seller line 420 162 609.72 . 302. Less amounts id b /for borrower line 220 2064.59 602. Less reducllon amount due seller line 520 11 509.06 303. CASH FROM BORROWER 163 377.38 603. CASH TO SELLER 151 100.66 SUBSTITUTE FORM 1099 SELLER STATEMENT: The NrromraUOn contained herdn I5 irtlpalanl laz Inlonnadon and I5 bdrg tarnished to Ina Mkrnal Revenue Service. N you are required to ble a return, e ~regU9ence Penally a oMa sar ibn wiU be Imposed on you N Ihis Nem K requlred lobe reported and the IRS delemiMes Orel N hea rid bean reported. The Conlrect Sales Pdca described on I'me d01 dlose oarlsUNles Uro Coss Plocelds d Nris Ireroaclion. SELLER INSTRUCTN7NS: N This real esule wee yae plntlpal resldenca, file Form 2119, Sele a Fxchan9e d Pdndpal Residence, fa arty 9aln, vrilh yow Income laz rdurn; ra other transactions, corrldele Me appllraMe parts or Farm 4797, Form 6252 an Sdwdule D (Fomr 1040). yw number. You b~ subJect Ipr ° ~~« ~~ p°ABXlesl F( zD~lew.lTraer~al PMurY. l carN1Y Ihe111he~amYfer shown an Y4s alettlemeynl is myti. rtecl laxpaYx Ideneecaean~uden~ ra9on TIN: f SELLER(S) SIGNATURE(S): SELLER(S) NEW MAILING ADDRESS: rewous eamorn are waaels :.5. JEPRRTMENT OF HOUSING AND URBAN DEVELOPMENT lam nuu- I lwool le nanuuuus rwo.< File Number. MT2007-111 PAGE 2 na..r..a nnM]MM7 e11d•11 DI M SFTTLEMtN 151 A I tmtly f Ilaa~~ ,o.~..o,,,..,,...~~. ~ -.-. - ----- L. SETTLEMENT CHARGES PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION based on rice 5162 000.00 f4 6.000 = 9 720.00 BORROWER'S SELLER'S Division of Commission line 700 as folbws: FUNDS AT FUNDS AT 701 4 885.00 to CDIdWell Banker HSG SETTLEMENT SETTLEMENT 70P, 4 835.00 to Wolfe & Shearer 9 720.00 703. Commission Id at Settlement 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Od inatlon Fee % 802. Loan Discount 803. sisal Fee 804. Credit Re rt 805. Lender's Ins ectien Fee 806. Mort a e ication Fee 807. Assum lion Fee 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to ® /~ 902. Mort a e Insurance Premium for to 903. Hazard Insurance Premium for to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mo. ® /mo 1002. Mort a e Insurance mo. ® Imo 1003. Cit Pro rt Tax mo. ® /mo 1004. Count Pro rt Tax ~ mo. ® 53.10 Imo 1005. School Taxes mo. B .128.79 /mo 1009, r ate Anal sis Ad'ustment 1100. TITLE CHARGES 1101. Se0lement or closin fee 1102. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document Pre ration t 106. Nola Fees to Saldis Flower & Lindsa 5.00 1 107. Attome 's fees to Ta for Andrews Es . POC Seller includes above items No: t toe. Title Insurance to Abstract Com an o} Central PA Inc. 1 168.75 includes above Items No: 1109. Lender's Pol' 1110. Owner's Polic 162 000.00 -1 168.75 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. RlTCOrdin Fees Deed 38.50 • Mort a e ~ Release 36.50 1202 Cit /Count taxlstam s Deed 1620.00 • Mort a 1203. State Taxlstam s Deed 1 620.00 • Mort a e 1620.00 1 620.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. TermitolFiome Ins act to Blechler & Tllle POC BUYER 1302. Pest Ins clian 1303. Final Water/Sewer 1s1 Fl to Borou hot Carlisle Acct 04665 37.72 1304. Final WaterlSewer 2nd Fl to Borou h of Carlisle N04666 66.75 1305. 1306. 1307. 1309. 1 dnn rnTer cFTTI FMFNT CHARGES tenter on lines 103. Section J and 502, Section K) 2 832.2 5 11 444.47 HUD CERTIFICATION OF BUYER AND SELLER I have carefulyyryryryry revievred Me HUD-1 Settlement Slelemenl eM to the Desl W my knawledpe end beHel, Il Is a hue and accurate statement ar all rereipls and disbursemems made on my account or Oy me M Ibis ean>~ er carlNY IAat 1 have received a Y~U0.1 Settlement Slalemenl. a rye ~ ~ -s WAR NG: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE The FiUD•1 Selllemenl Slalemenl Mlkh I have papered h e Irue end accurate account of this lranseGlan. UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION 1 have asned a wal ®uaa the /ands to De diaburxd m accordance with 0ss statement. CAN INCLUDE A FINE AND IMPRISONMENT. FOR OETAIIS SEE TITLE te: /' U.S. CODE SECTION 1001 AND SECTION 1010. '~ ^ ~ ~K\ _ ~ ~^ ~ ~ 7 I '~ D ~~ S. W. Barrett Real Estate 8 Appraisal Services f~ no. APPRAISAL OF LOOATED AT: 58 East Loather Street Carlisle, PA 17013 FOR: Marti Landis 813 Nesbit Drive Carlisle, PA 17013 BORROWER: Hilda DYSERT (Estate) AS OF: September 8, 2006 BY: Cassandra J. Crockett Certified Residential Appraiser S. W. Barrett Real Estate 8~ Appraisal Services 1or15r2oo5 Marti Landis 813 Nesbit Drive Carlisle, PA 17013 File Number: OB-0440A In accordance with your request, I have appraised the real property at: 58 East Lowther Street Carllale, PA 17013 The purpose of this appraisal is to develop an opinion of the market value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the market value of the property as of September 8, 2006 is: 5215,000 Two Hundred Fifteen Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, J saandra J. Crockett Ca Certified Residential Appraiser SUMMARY APPRAISAL REPORT .~.. „___.,_.,__ UNIFORM RESIDENTIAL APPRAISAL REPORT File Ne_ O6-0ddDA Addroas 58 East Lotitlter Street C Carlisle State PA Coda 17013 L d See la al descri tlon/tax ma Cw Cumberland Assessor's Parcel Na 02-21-0320-082 Tex Yea 06107 R.E Taxes S 1 853.00 S d Assessments t NIA Bonowa Hilda DYSERT Estate CunentOwna Hilda art Oxu t Owns Tenant X Vacant is ed X Fee a Leasolidd ed T PUD CoridoMnknn HUDNA H NIA Mb. a edName eorou h Reference 21-0320 Cenaus7red 0122.00 Sde Rice WA Date of Sob NIA Dearri tlon and t amount of kxai di to be eater NIA LerMer/Cgent Marti Landis Adders 813 Nesbit Drive Carlisle PA 17013 Cassandra J. Crockett Locatbn X lJrbari Suburban Rival Bugt up X Over 75% 21176% llnda 25% Growtli rate Rapid X Stehb Slow Property vaues X triaeaaing Stable DecNnNig Address 128 North Hanover Stree Carl ProdominaM Single family housing occupancy PRICE AGE r loo% bd X Osier 90 55 Low 25 X Tenant 10 295 100 isle PA 17013 Present land use X One fadly 50X 2~4 fanny 87G Mul&fariy 2°/. Land use change X^ Nd Akdy Likery o In process To: Demendlsilpply Shortage X tibe~ioe Oversuppy X Vaatt069L) Redominant Cammadd 20Y• Make time Urder3moa. X 3~8mos. OverSmoa. va•~aaaax 100 80 InstlUlm 10°h Note: Rocs end the rectal corripositlon of the neighborhood ue not appraisal (actor. Neighborhood boundaries and chaacterlatia: Sub act Is bounded on the north b Pa.Turn ike• on the east and south b I-81 • and on the weal b Oran Street Faetore that aged the marketabNity of the propertlea in the nelghbarhood (proximity to empbyment end emenitlea, empbyment atebfliry, appeal to market, etc.): Sub act ro is located in an established net hbofiood of homes both detached and attached with a mix of residentlal and commerolsllinstlttrtlonal tree within the Borou h of Carlisle. Sho in and other amenitles are within welkin or short drivin distance. Schools tam Is Carlisle District. SMSA 42-3240. Market condilbna M the aubJed nelghbarhood (induding auppat for the above conduabna related to the trend of property values, demaidlsuppty, and marketlng time --ouch es data an competitlve properties to sale In the neighborhood, desalption of the prevalence of sales and financing wncesalona, etc.): Pro values are currentl stable with an avers e.marketln Ume of 80-100 der . Economic trends and lendin rates have remained favorable. Sales concessions occur infre uenU .There are new homes under constructlon in aurroundin develo marts as well as resales avallabte in the net hbofiood. Project Information for PUDs (If appgcable) • - Is the developalbugda M control of the Home Owners' Aasoeiatlon (HOA)7 YES NO Approxinmte told raanber d urge In the wbJed projed NIA Approxhrete told number of units for sale In the subJed proJed NIA DesaPoe common elements end reaeetbnal fadlitiea: N/A LXmendom See le al deacrl tloNtax ma Topography Level to Ali htl sto in Site sea 7405 Sg.Ft. MIL Caner Lot Yea X No Spedflc zoning daasiflcation and desalptkm C-1 Centrel Business DisMct Zanhgtonpgaxx+ ^ Legd X lsgalroritordanrig(Graidfatieredtae) aegd No zoning t a beat use as X Resent use Olha use ski Size T ical for area Shape Rattan ular Dreinage A ears ode Uate View ResidenUallCommercial Utilitlss Pudic Otlier FJectridly X Gas Water X Saiitay salsa X ~ Stain newer X lM-ahs Improvements Type Publk Rivera Street Asphalt X Curbigutla Concrete X Skbwegc Concrete X Street tglits Adequate X Ag To rear X L9 T ical Driveeiay Suface Aa halt Apparent easeniaits None A Arent FEMA Spedal Flood Hazed Area Yea X No FEkIA Zone C Map Date213/1982 FEtAA No. 425382A Comments (appaent adverse saaementa, enaoachments, spedal asseaaments, agds seas, glegal a legal nonconforming zoning, use, ate.): There are no a Arent adverse easements encroachments or other adverse conditions. GENERAL DESCRIPTION No. of llrilh One EXTERIOR OF~CRIPTION Foundetlon StonelBlock FOUNDATION Slab None BASEI~NT Area Sq.Ft 974 INSULATION Rcof No.dStales Two FxtericrWalla Alum/Stone OadSpaoe Partial %FWahed 0°h Cdling Type(Dd.lAtt.) Semi-Del. Root surface Metal easement Full Cegkg Unfinished Wdls Design (Styb) 2 Sto Gutters b Dwmepfa. Aluminum SumpPumpNone Wags Stone/Blk Fkxx ExlstlrglPraposed Existln Wuidow7ype DoubieHun Daipnem None Obs. Flotr Concrete None Age (Yrs.) 100 Yre+/- StomYSaeens Thermal • Settlement Norm Obs. OutaideEfiYy Yes a1.•.° Cncld. X EBedive n. 15- 20 Menufedured Fbuse No Inhatatbn None Obs. ROOMS F btchen Den Fa Rm. Rea Rm. Bedrooms t Baths La Other Area .FL Baaenere Level t Area 1 1 1 Stud .5 1 232 • Levd 2 3 1 Loft 1 040 • Fniahed sea above a contakre: 8 Roorra• 3 a 1.5 Ba a • 2 272 u se Feat of Groan ' ' Area INTERIOR MetaidslCaridtlori Fkxxa HW/Ca HEATING Type FHA IgTCHFN EQUIP. Reiigerata ATTIC None AMENITIES Flreplace(s)p1 X CAR STORAGE: None ^ - WaNa PlasteNPine/Pansl Fuel OII RergelOven X Statra X Path -Concrete X Garage totters TrtrNFtriah Wood CaxiWaiAvere a Dbposd Drop Stale Deck Attadied Batli Floc Ca tMn Batli VYeksco< PlasteMlTle COOLING Central Yes Didaraaha Fanhlood X 5atlb Ftca X Porch Entry X Fence Metal X Detached eugt-in Dona Wooden Otlier None Maovrave Heated Pad Carpal Av Good Conditlon C«xgtlaiGood Washer Finished Enclosed Porch X Drivewa 17/Pvd Addgkxid feakrea (appdal energy effldent Items, eta): See Attached Addendum. Conditlon of the improvements, depredatbn (phydcel, functional, end external), repatrs needed, quality of construclbn remodelingladditbns, eta: Im rove marts are in averse cod Conditlon with no h ical or functlonal inade uacies a Arent • Adverse envtronmenlal conditbna (such ea, but not limited to, hazardous wastes, toxic substances, etc.) present in the Improvements, on the site, or in the Immediate vicinity of the aub)ect property: No adverse environmental condltlons area arenUdisclosed. F°da°Nw Fan 70 eea PA(,'E10F2 FrnM Mr Fain 1001 ap P°udu•e/p aa,a.,po.7dlwtian.•!w°.ma . F1Mde l7YSERT Fde No.: OB-04AOA Addmw: Stt Emt taWNr Street Case No.: ~. Ce~Mle Stata• PA ZJp: 17013 lende-: Mmtl Lreis Additlonai Features _ tlo~orsW ~Ik t~ln 2nd ~ hMh', ~ P~~Y ~~e;~ ~ ~ P~ wbaows aaa.e~ sonw verlod wooawoAtluMnatn~ Mrev+ood Addendun Pepe 1 d 1 S, W. Barrett Real Estate r~ Appraisal Services 1011sI2006 Marti Landis 813 Nesbit Drive Carlisle, PA 17013 File Number: Os-0439 In accordance with your request, I have appraised the real property at: 909 Cavalry Road + Carlisle, PA 17013 The purpose of this appraisal is to develop an opinion of the market value of the subject properly, as improved. The property rights appraised are the fee simple interest in the site and Improvements. is: In my opinion, the market value of the property as of September s, 2006 s1 s3,ooo One Hundred Fifty-Three Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, ~~ Cassandra kett Certified Residential Appraiser Hanover Street, Carlisle, PA 17013. SUMMARY APPRAISAL REPORT SMALL RESIDENTIAL INCOME APPRAISAL REPORT LocaBon lkban X Subraban 8ult ~ X Over 75% 25.75% Grovdh rete Repkl X Stabb property values X Increasing Stabb DernandlsWpN Shortage X htehrce Marko time Urda 3 mos. X38 mos. Typical 2.4 fsmlly bldg. Type Detaehed 400 to S 800 Typical rents S 5 % 0 Eal. nelglrbahoo d apt. vacerwy -~- ~ QX N ~~h ^ Rent controls o LI Yea Rurel Under 25% a,cc ~, )( ap...~~ --- pWna 100 Low New Owns 95 Low to h 100 p~pning Tenant 250+ h 100 X TV~t~) 200+ predominant ~~ j( ~t(g.5q(,) Predominant 135 80 ~8~, vwt aers% No. atoriea Two tJo. unit 2-4 ^ - 158 Age 80 40 v.onr w. sx preaerdlanduse% ~' Ona iamiN 65ah Land use change ~ Not 19mIY Q LtreN 9 ,weesarg Stebb 1 k t O D 2~d fam'ly 3'h X In praxes to: rg ec n Increasing X Stabb Multffam9y 2'h ReSldenUallComme gyesaikeN,desatba Conrnadal 15°h racal AGE (Y~a) Nots: Raea and the racial eomposaton of the neighborhood are not appraisal tailors. Neighborhood bwndaries and charederiatica: Sublect is bounded on the north by i Factors that affect the marketebillly of the properties in the ne`ghbo~h~d FP^*~ i Anta~hediarld attachednit~~el Carlisleiand thelPerry et, The foloxirg evatade brings represent the most dxrent, akraar, and prosimate corrpe8tive properties ~ the subject properly h the subject neghtwdaod.Tha analYela b intended on 8re ~ket ~p~p witlr the strbjed property M Oro subject nefghbahood end recent price and makefarg 8me trends aMeding the aubjed proper evaluMe the ia'ersorY wreniN _ .. _..~_ ._~_ ~_...,..au.. ,bn n. the rental cr sob comparables If they ere WrcenlN for sale. ITEM SUBJECT ~'°"o"""""'~' """" ------ 632 North West Street 909 Cavalry Road 335 North Hanover Street 14 South East Street Carlisle _ rsrtts<ta Cpnparhon of ietkgs to subject properly: 8ced for the current market with ton er man avers o a.... ---- Market eondltlona that affect 2-4 }amity properties In the subject neighborhood (including the above neighborhood indicators of growth rate, property va i demand/supply, and marketing time) and the prevalence and Impact in the subject market area regarding ban discounts, Interest buydowns and conceaskms, idan88cation of trends In listing prices, average days on market and any ahang~e~o~e; th ;D rutwet stag have remain d affordablea therefore. fat Topogrephy Level to awpmg Dknensions See le al descri tiorJtax ma SAe area 0 63 Acres MIL _ Caner Lot X No Yes size Typical for area Spedfb zonig classification and deaaiptbn R-1 Suburban Residential Shape Irregular Zardrg coapla,oa XO Legal I-egelnabaiia+ig(aad6t'a'edusa) Ilbgel Nozonin9 Drainage APPeare Adequate fa9haal 6 best use as krgroved: X[~Preaent use ^ Otlrer use (e~lakr) Vlew ResidentiallCommerr Landscepkg TypiCel A halt UIilRiss Pubtc Other Ottsastnrp'avemeMs Type Pubic Pnvate pdveway sP - X Apparent easements None Apparent I>~N X Street Asphalt Gas Cablgutler None FEMA Speclal Food Hazard Area Yea X No Water X SidewaNr None X FEMA Zone C Map Date 4/111982 Sanitary sewer X Street fights Adequate FEMAMe No.42036TA St«msewer X None slide ar t i8egal a legal nonrprrlorming inning, use, etc.): eas Commenla (apparent adverse eaaemenla, , s_ encroadrmenla, apedal asaeasmen _a..... s.r...... cnndiHnns- PAGE t_OF! Fenrde Mae Form 7025 1094 keddb Mac Form 72 10-94 n.aor ure rct .a..., eoo.z+rera ...~awemn SUMMARY APPRAISAL REPART SIDENTIAL INCOME APPRAISAL REPORT 08-0438 SMALL RE ~wa»r~ Ins (~~) Foundation Rod Block/A Slob Nono Two 1 One Fandellon Cmwf eP~ None Av Ceanp 1.5 ExlertoreeN Brk;kMn ~~~~ None Shin Ie/A ~' ) Detached Rooteslaa (~.6darapla AluminumlA Datnpmse None Obs. Roe Nom ~) 1.5 Saltlenrrd None Obs. Existl yytrdosrype Wood DW Nu A - IrtledaMon None Obs, b'~101a' ~~~ ~ 9lameodrSaeea Yes/A Ya ~ Masemsrd 100 %dlsltoanrea dhottsttp' d E~gyelrtcferdieme: un rgrpua 1ti45 Mreda M.eamrialrlt Ox '(comgl...rh tite tfllo ttarerhdund ttoueinp erd~e epe(Tm) 15-20 Caahudbn and tmlwt flJuni Tdel B Kddrarr Don F m< Medrooms / MdM F 1 1 OS~ s Ilnis 1 1 1 2 1 1 87. 1 1 1 2 Area 1 Anew 1 2M s 172!< a rehetdGROSSBUILDiNGAPo tip, ~ e oonlait: IS DEFINED AS THE TOTAL FINISHED AREA (INCLUDING COMMON AREAS) OF TH GBA ) GROSS BUILDING AREA ( NM E D UPON EXTERIOR MEASUREM Crs ~ No ~ `h palp (slunt~nd) Atilc IMPRO MENTS BAS . sesRaraa (YMet6Woorrdiion) 1loathta a 2/A ~ Nom ~ BBHW ~ ptiom HW/Ca NA Trw 1/Av ~a1i b "' ~'rp01t " D~ sht Yrsls Plaster/A Fal OII ~0' ANached TrYdhdslt Wood1A Corrdiion AVera s D~ ~y~ ~ Detached Fbor Mathtioar Carp_WITtINA Fetflaod Adetptale !reefed BeMtwiAtool PlastedTlldAvg Codlnp Irtedequde boas VYoodeNA Cenbal None °f Fitslwd Oflslred Awr • Condition Olher Window ~~ ~,~ • Nom CottdNott Aver s B k 112 Intercom ~~ , modembytbn. eta: Imurovements are in average condttion with 1 d ' front and real d d ••g , hee e r , 9 CandliondlM'~'~'_' - ___-~~ . ~.,~ .F..~.nw at runt Ilnes: kz'wer level garage used for storage hm,{iorrel, and exlemd tndeq+aria, Adverse emlrorrmerdel aardMiom (such es, but not limited to, hazardous easles, toxic substances, etc.) present In the improremenls, on the sNe, or tM hmnMhb vidnfly d tM eubjed property: No adverse environmental condftions area arertt/disclosed. ESTIMATED SITE VALUE .................. ............. _: eD,OV ESTIMATED REPRODUCTION COST-NEW OF IMPROV = ENT5: Sq. Ff. 0 i Sq. Fl. 0 S =s _ Sq. Ft. 0 i =s Sq. Ft. 0 S =S Sq. Ft. 0 f =S =S =i ~_ =i __ Sp.cw EnK91' EMldsnt Matra ' _ Pardtw. Pantos, eta = s Trial Eethrroted Cat Noe .......... ............ = s physkM I Fundtonel I Etdemel Less ~~^ i O.nrdeled Velw d Irrororeradtt .................... h' Velw d Sts Imprawtmdt ............... Comments on Cost Approach (such es, source of cost estimate, axe talus, oquareRool calwlatbn and, for HUD and YA, the estimrrtsd remaining economic Ixe or the property): Cost Approach !from Marshail/Swift =S :_ =S FexAe Mee Farm 1025 Mee Fam n t0~ee ~ ~ " n.er .re ra.r, wrrnror....'a+.. S ~ SUMMARY APPRAtt3A1. vttrvrcr SMALL RESIDENTIAL INCOME APPRAISAL REPORT 1M ~ o5m~ 9~ ~ an ., . ~~aris .~ ..~ t - r cerspenbles should he roported end analyzed In this section. Th on bt~eed rted redd dd~a fMrda+. tM rogq +omDaroWas 1 ~ y ~kelsr sad prozimate to IM subject property as possible. (This bat n orl should assure tM ruder that the units and props same amparotdes used in IM sales eo~ph M unilsind 1~Thov ap property) and acwratdy ropreasd the odd market fa the wbjed properly (udws 'roa8ds~rer+P+d) tM wbied properly -+• tpMd A--~~e RENfAI. N0.1 COI~ARABI.E RENTAL N0.2 C018'AR118LE RENTAL N0.3 %. R(:II $UB.IECT PARABLE 330 North College Street 140 West Locust Avenue 805 North West ~ Cavalry ~~ Carlisle Carlisle Carlfsls Cadisk Le MI SSW 1.3 MI SW 1.8 MI SW BoadntRy~+l~ ..__.~ ~ .._...~ Month to Month None Na. Un' ~p~pn ~ Yr. riv ~ legs. 1-6 S rdl~ find in rent ~ tttyity, None None Sin ~ Told None ~, Total Rm. Coud sk. I -- Trial unM (ardndln0 tM adjwiraads uad,1M adequacy of • redq waaasiorr, ek.) dah and wpporf la egkmded nrrkq rodatalM tndfriduel wbisd .,,,_„• ,,,,,,,-,~. none ware found with heat included in roots: iblaeCa rant adraduh TM reed sdmdule rowncies 1M spplicable hd'~cded mwdNy medCet rods to IM aggro the wbied properly. TM appraiser mud rwMw the red charsderietia of 1M aapanble ages to ddermiw wh sta. Fa ezampM d sdud reds were erectable on the sales comparsUMe and wed to darhe tM root m ed. If market roots wen used to construct the eompwaMes' reds and derNe lM GRM, mrk~~~ ~'w ~ a d draadeddio ooralded adlh tM saMs arr4+r+bl+dab used to dabs iM GRM. TM loW pas r FdC~ ACTUAL RENTS ~ ~ ~ Total llni w_SLease~ c.a ~ Urikadslyd _ F ~a _ -- - ~ mM, and provides iM edknatsd roads edutd roots fort lM 6jed eMdd M 1 gross edkndad red mug roprsud uwy. cSTIMATED RENTS i..a Total 2 ° S OprwmonBdyinoona(le+i++) 0.00 Mnualy Tdaiposseslinaledreq f Voosncy: Aduq lad yet -U-nk~% Previous year 0 % Egimeled: 0~ % S UlMist inolyded M oslknged rom: U E~rk: O mar X Seaw ^ Oas X 01 Trash cdadion ^ Cenrrrnts on 1M red admdtde, adud rods, edkruded reds (eepeddlY ropardinp dyferanas between aduM and estMratad rods), utitlies, do.: _ - - . __~,_~ .- -- -......,.. n..s rruid he passed aorta to PA(iE3 OF 4 Fsnnb Mee Fam 1025 Fredds Mac Fam 72 10•W Rel.r/ WerAwa~RrrrLUlrl.w.d.Mr / ~VMMAKr Nrs-iV'1raAL rccrvrcl SMALL RESIDENTIAL INCOME APPRAISAL REPORT 06-0439 Mro r,e,nl nh, a propxllu me,l dmllx ,nd -ro,im,h to M, uubNd wepxty ,nd hu d,umib,d and ,ndr:,d IMU In IM, ,ndyd,. II th,n h , drnlnunl rxhtlan b,tnodn M, pill,,, IM mdrd, Ind,d,d , d,nr ,diudlx,nl nMeene M. mikN n,dlen to Then Ihm, i m „pl,n,tlon ,uppxhd by lho mxk,l dd,. 11, dyninanl Ibm 1, IM eempx,bh x.hl, M,,. Ih, ,Who ww,ar. , mhw, (-1 Miu,lm,lll b ,ud,, Mu, nduana IM ,dlu,bd ulu prlu o/ M, combhrebeextr~ fMt 3aba~~ ~ W ~ M°KNy +' „po Ipi,bb IM,, IA, d,b ,d ro ,rl , '~ lu, • ,d u,tm,n . m, ,, COMPARABLE N0.1 COp~ARABLE NO.2 COMPARABLE NO.3 SUBJECT ~ 2 ~ 48 Franklin Street 3165 Spring Road 146 West Lowther Street Iry Road .. + 3- Carlisle Carlisle Carlisle Cadiale 6 MI NNE 2 1.7 MI SSW 1.7 MI SW . 182 500 b ~ NIA X Fun. S 130 000 X nf. Fun. E 161 500 x Fun. S 37 63 Sobs NIA ~ 79.71 S 54.75 S 1 400 . 1 650 S aoss mm ~~ S 1 100 C 920 30 S 115.36 110.61 N1A ~InD'~~' t 141. 53 833 S 91 250 Sales uMt S NIA 65 000 S S 16 150 S 18 250 ~~ room S NIA S 18 571 S pBa ytdfa Inspection MLS/Courthouse Records MLS/Courthouse Records MLS/Courthouse Records Verakatbn Sources Courthouse Rec. DESCRIPTION • -: DESORPTION .. s DESCRIPTION • - s Ap,~T~Mg DESCRIPTION FHA None None, Conv None, Conv sales a ~ ; , DOM 3 DOM 52 D05 16 mn~seora M06 2106 7 Date of aaleNnle b b Suburban Suburban L0C8S01 Suburban ur an Su l Si Fee Sim ie LeyleholdlFee S Fee Sfm le Fee Sim le e m Fee -7 000 8 LoUAv .1 14 000 Site LoUAv .63 LoUAv .OB 17 000 LoUAv . ResidlComm View ResidlCommercial ResidlComm. ~ Reaid/Comm. . 2 Sto 1Detchd ; and at 1.5 Sto /Detchd 2 Sto ISemiDet ~ 3 500 2 Sto IDetchd 2 500 Av Brick afaaaYrlctlon Av Brick Av n 2 500 Av Frame 100 Yre+/- 61 Yre 100 Yre+l- 48 Yre Su dor 10% ~ -18 000 Condtlan Avere a Avere e ' 0 Avere a ' 2 950 S .R.' -12 220 2 880 S .ft.' -17 520 t3osa ~ Area 1 72g , ft. 1 631 S .ft. „ I•D Po, oxa ae, 10 w w.cuua Na a '~" ao wwea,a ~; val * w aa@.d a Vpet d ra b e. a Ta & N ~+`i Ta er Bt 1 ' Ta er a. u 1 3 1 1 0' 1 3 1 1 1' 1 5 3 1 0' ~ 1 5 2 1 1 4 2 1 0~ 1 3 1 1 1~ 1 5 3 1 0 b~kd~ 1 3 1 1 4 2 1 1. 0 0 0 0 0 0 0 ~ Fuli BamUUnfnsl~ Full BsmUUnfnsl~ t Full BsmUUnfnshd g Full BsmUUnfnal ae,,,,,, Fulcdataluaa Avere a Avere a Avere a Avere e GHW/None OHWINone EBB/None 0 EBBINone 3 000 OSP 4 OSP 6 2 000 p alloftafte 1 C In rl. Gar. Shed/Gare e 0 PorchlDecks 0 0 Porches prajedmrwdaesand PorehlPatio/FP Porches be e 1 ' , 13 520 13 720 . X - s 23 000 X s )( s Net total 7X onrr 15.3% mac 24.9% - 17 . Adl. sales price of ons 7% ` -s 153 000 IMO -B.ti'b s 147 780 INk -7.4'h s 168 980 :17 ' . ~ys hYt slpurdrasere condlietbn of as Indicates of value es to consistency and relative strength end evaluatbn d the typicd krvestar r dM I d e u g n Comments on Sales Comparison ( dal b drat myketk All eom arebies are similar In utlli and loeatlon to the sub eat roe are verified closed sales and are tl mo va it ro rtles in sub ecYs value ran a have recenU occurred ufrtn an ltl -un the beat currentl available. Limited sales of mu d usted at 30 Op0lacre. Ad usted ran a of value is 147 000 to 169 000. d was a ex ended search. Su lus lan Rp,4 SUBJECT COMPARABLE N0.1 COMPARABLE NO: 2 COA~ARABLE N0.3 Dale, Prke end Date None None None Souaeforpriorsaks None d R Courthouse Records Courthouse Reco~ds ueHnv~afaooraisal CHR s ecor Courthouse . . Analysis ap airy wrest agreement of ode, opaon, a tstllg of the aubjed property and anaysis d anY pna saes a asses anu W IyNall00.r,,, rota) Bros, norrlllly esameted rent S 1.100 ><gruaa rent mdtlplkr (cRM) 140.00 = i 154,000 INacATEOVALUE eY gJC01uE APPROACH Camlerlb el Nlcarle approedr (bdudlq erpmue radoa, a avetable, and reoondgeaon of tlro GRMQ The com arable GRM has a mean of 122. Since the current tenants are Ion term rents are below current marks and hest Is Included we reconcile the GRM at 540. 153 000 INDICATED VALUE BY SALES COMPARISON APPROACH , ... ! . . . . . . . . . . . .. . . . . . . . . . • S 154 000 INDICATED VALUEBYINCOMEAPPROACH, . . . .. . . . ... . . . . . . . . . . . . . . . . .. . WA INDICATED VALUE BY COST APPROACH ... ~--r Thb epproisai b roads XQ 'as ia' ^ atject b are rePata atmaaone, trapedforna aorlditlorw Isted blow lJ subject b currlpletlon per plans mid spedfiwliona. Canrnmlb and CarldtlolnotAppralsat The property has been appraised in current condition This appraisal is for client only, - Final RemndNelbn: mesa esumawa. The pupoee o(tlds appraisal b b estimate the mmkM value of ale led properly Ihet k th subject W this repot, based on the above eondtlone end ale ceraflr~ion, cantklgent yid gmltlrg aondaons, and myket vebe deflnitlon slat ye stated h the attadred Fredde Mac farm 43111Falede Mee Form 111048 (Revised 6193 )• I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS TFE SUBJECT OF THS REPORT. AS OF 9/0812006 [DOD] (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF TH13 REPORT) TO BE S 153,000 . APPRAISER: SUPERVISORY RAI IF REQUIRED): S Syl sabre ~`'~-:.-" "" ~ ®Did ^ Did Not Nyne Cassandra J. Crockett Name Steven W Barrett, SRPA SRA bsped PropmtY peps Report Signed 10N 612008 Dele Report Signed 10/18/2008 -- Stale Certllketlon i RL-001348-L State PA State Caraflcatbn / GA-000298-L State PA _.. ,...._._.,_____. ok: n~ae~~_e State PA N .11Y10 LKI,x! ~ 0Ae Certified Residential r„sod,.k,p.cliei.,ap»aarn....w+.m,. Certified General Appraiser S.W. Barrett Real Estate & Appraisal Services Appraiser SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER Hilda A. D serf 21-06-0809 All property jointly-owned with Right of Survivorship must be disclosed on Schedule F ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 1880 shares of Tyco International LTD @$26.25 $49,350.00 2 Van Kampen Account 59/671165503 $8,579.50 950.111 shares @ $9.03 TOTAL (also online 2, Recapitulation) $57,929.50 VAN KAMPEN INVESTMENTS April 12, 2007 MARTHA E LANDIS FOR THE HILDA S DYSERT ESTATE 813 NESBIT DRIVE CARLISLE PA 17013-1732 Reference: 10024696 R~: 59 / 671165503 Dear Martha E Landis: Van Kampen Investments Inc. 2800 Post Oak Boulevard Houston, TX 77058 Thank you for your recent inquiry in which you requested the value of your above referenced Van Kampen account. The following is a summary of the share balance and net asset value (NAV) information. The value of mutual fund accounts may fluctuate depending on market conditions. ACCOUNT # DATE SHARES NAV RESULTING VALUE 59/671165503 09/08/2006 950.111 $ 9.03 $ 8579.50 If you have access to the Internet, you may also be interested in visiting our website at www.vankampen.com. Via our website, you may access account balances, view current fund prices, perform selected transactions and e-mail us with your suggestions, questions and comments. Thank you for doing business with Van Kampen Investments. If we maybe of further assistance, please contact us via our website or our Client Relations Department at 1-800- 847-2424 between the hours of 7:00 AM and 7:00 PM Central Time, Monday through Friday. Sincerely, St~hni,;e~-Bi ~~ Stephanie Moran SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER Hilda A Dysert 21-06-0809 Include the proceeds of litigation and the date the proceeds were received by the estate All property jointly-owned with Right of Survivorship must be disclosed ou Schedule F ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Wachovia Bank account 1010126389720 $6,626.70 2 M&T Bank, Savings account 1 50042 12 1 1 3647 $931.03 3 M&T Bank Checking account 1348353 $5,237.05 4 CD's in Citigroup Account 73H-00909-15 $135,333.81 5 Cash and accrued interest in Citigroup Accout 73H-0009-15 $3,001.34 6 CD at Sovereign Bank acct number 1675204059 $20,871.50 7 Personal property and household furnishings $16,887.50 Sold at public sale on October 31, 2006 Statement from Rowe's Auction Service attached 8 Cash in home $119.00 9 Refunds: Comcast $1.22 AARP $475.50 Erie Insurance $275.00 Embarq $31.12 TOTAL (also on line 5, Recapitulation) $189,790.77 WACHOVIA Deposit Account Close Confirmation (Debit) WACHOVIA BANK, N.A. Date Customer Name(s) and Address Taxpayer ID Number 09/15/2006 HILDA S DYSERT S174051806 MARTHA E LANDIS POA 58 E LOUTHER ST CARLISLE PA 17013 ACCOUNT NUMBER: 1010126389720 Available Balance $6,626.70 Org/Sere/Acct: 075 / DDA / 2000018111167 + Accrued Int : $0.19 PA Amount: $6,626.89 -Fed W/Hd Due : $0.00 Name1 : HILDA S DYSERT ESTATE - Admin Fee : $0.00 -Outstanding Db : $0.00 -Transfer Total : $6,626.89 -Closing Fee : $0.00 Paid To Customer : $0.00 566596 CUSTOMER COPY 11/11 ~~~~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Andrews & Johnson Attorneys At Law 78 West Pomfret Street Carlisle, Pennsylvania 17013 Re: Estate of Hilda S Dysert Social Security: 174-OS-1806 Date o Death: September 08, 2006 Phone (888) 502-4349 Fax (302) 934-2955 May 29, 2007 Dear Sir or Madam: Per your inquiry dated May 21, 2007, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type ofAccount Checking Account Account Number 1348353 Ownership (Names o~ Hilda S Dysert Opening Date 11/13/96 Closed 09/18/06 Balance on Date of Death $5,236.91 Accrued Interest $ 0.14 Total $5,237.05 .................................................................................. 2. Type of Account Savings Account Account Number 015004212113647 Ownership (Names o_f} Hilda SDysert Opening Date 03/30/05 Closed 02/01/07 Balance on Date of Death $ 930.96 Accrued Interest $ 0.07 Total $ 931.03 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please call the High Street Carlisle Office # 717-240-4536. Sincerely, i~~~G i~~ L~+~~ Nancy Clagett Records Management 'C O C ~ O O ~ N ~ ~ O (~ ~ ~ N N ~_ L ~ ~ •L (~. m U C ~ ~ ~ ~ (~ ~ Q ~ ~"' ~ ~ N O ~ ~ ~ O ~ ~ ~ W Z ~ 0 m C O ~ COO ~ N N ~ ~ ti O CV M Q 0 ~' ~ ~ E9 E9 ~ M ~ O N dN ~ ~ ~~ 7 N N O , ti _ `- M ~ O t CG O C G O M O 0 ~> ~ ~ ~ ~ O C7 r N ~ E9 E9 ER EFT ~ ~ fR C m 'ct 'd' 1~ CG ~ 00 O ~ tN ` ~a rn rn a~i rn J 3 ,a J o0 ~° ~ CD rn O o> i a H ~~ CEO, O ti M C° ~ ~ = o i rn ~~ O O O O O • tCi ~, ~ rn rn rn °- rn ~ ~. M O O O O O • O r" O O O O ~ O O O O O ~ M ~ ~ COG r O O N C O ~ ~ c O O O C .~ o C7 O a ~ ~ CA N ~ o ti 00 ~ O M o M Y C ~ m ~` p r o ~ M = O W Y z G¢D M ~ m 2 U M ~ m ~ C7 a ~ O m ~ _ J Y CCC m N . ~ N F- a N ~ V O Q = i ~ a U Q (/Tj ~ N ~ M ~ LNA ~ COO N W a [y~ r_ V W Q H 0 E o ~i a O N L ~ ' 0 N c 0 m o c ~ N > j N ~~ ~~ D ~ i '~ '_ o i m w c a~ 3 - O j C 0 H ~~ u o a~i v a s ~ a 05/31/2007 THU 10:59 FAX Sovereign Bank X002/002 ESTATE OF Hilda S Dysert SOCIAL SECURITY #: 174-OS-1806 DATE OF DEATH: Scptcmbcr 8, 2006 Account #: 1675204059 Typc: GD _ Opcn date: 2/i 0/2000 ~n the name of: Hilda S Dysert (Martha M Landis POA) Datc of Death Balance: $20,871.50 Int.(YTD) from 1/1/2006 • to 8/31/2006 $459.71 Accrued interest to date of death: $17.27 Otherlnfo: Page 1 of 1 ROWE'S AUCTION SERVICE (Rx 79L) 2505 Ritner Highway Carlisle, PA Dave Rowe (AU 2295L) Bill Rowe (AU 1538L) 249-1978 697-4794 249-2677 Auction Is Action Call "Rowe" For Satisfaction ~ '`. ~~ ;~ <_ ~ ' ~~ ~` ~ .;~, .~ ~,~, {~~_ DATE ~` f ~~ - : < ti..k ;~ SELLERS NAME T,~ `r -F `~ ADDRESS ~'a ~ .:' ~.. r t__ °~~ }',~'~ ~' ~ ~''r PHONE ,~ ~.. :.~ ,;~ ~ ~'' ~ , ~ r , ~~„~ OTHER ~ ~~~ `' ~~ ~~ ' , AUCTIONEER % ~,~~~ `~~' ~ r,~y, ~ ~ ~ ~ ~ ~ r, 4 ~ ~ ~ ~ 3~ ~ ' ~ ~ ~+~~ 1 ' ~ ~"`~ `~ ~' AUCTION DATEILOCATION ~~ c ~' ~`~' CLERK % '~~ ~ " ` _. DESCRIPTION OF MERCHANDISE ~` 3 ~ ~ ~t ' '"..~..~ .~~~.1~•r~',~ ~~' -~;~~ ~ ~1 ~ s 1~~' ~t~ J~~~°~~'~ `~~.V~;~~ `~'~~:,'? y~ ~ ~ ~ ~~" ; ioV'~ ~ sue- ~'~~-5, ~F a~ ~ .~. _ y~ ry 1 ~ _ AF ~/ y~ ~ .- ~ ~, .~ . c' ~,~ ! ,~ J ..1 S ~lr ~ V' ..~7 Y. ~ DY ~ ,~ y ~ G ~ ` 1. ._~~ ,•.,.,~' A 4y ~ ~ ~ D~~f f 'd 3'~' j f •~ ~ b L. ~!, ~ f.( •~.u'qA'~ ink d "T '. ~ lr i ~ ~ f ~ 1~ ~ R \ ) f F 3<s. ~ "t` y ~ ay,,. 1 ;:~''~ ~^ ~,;r. ~ Y, ~ ~ ~.. ~-1~•w`~ ~ `~ t , A'r~'.~t.~`',~ ~ t ~ : ' ;. r ., _ t ti'r*` , ry,y ; ,) -~i ``G" ter` ~, ~ M1 ~~ f~ ~ ~. ..k ~i ~ "~ . ~. k "$, p '~ n ,,_, ti ~ ., ~,~.~ ~,, . .. ~, . y n ~.. r ~~ a.. ~ 5 ~ i. ~ I) ~ n y 5 } .~ ~ ~ ~ y } ,.. ~~ t W ~ fos -,,. r ~. ~E ~c'P,J ! ' y yy ~ f~~., ~r~ 1 .4 `.a.: Sl, ~y~ ~t.t .. ~- ~ p I'pd A t~~ y Y"Q~~~' ., I ~ 'J ,. ~1~'~~ -... ~ ~ ~~!' t.._, `'~S~-VI' ~ (~%Y' ( i ~~?'~~f-`J ~ ~ r v '~ •±~~a, . R 'L'~+~ ,'~'jC,]. .4 ,~~ Ya `k. ~ w h ~+ Y '"~1~ ~ ~CZ ~ {%iSy~` ~(o ~~ < 1 ~~~ "~ A,. `,:'L+1, r~ ~-:. G a ,. i ~ , ~ f vy ~ ~. £ s ii , ~ f '~`a ° f"; X05 n. ~ , p f"` "1 ,i ~ . k_. ~ , 4._i. f i 5~.. ~~r 3 ~..."'~' ~~ 1~~~ rft.' f .:_ ~ t :.fir ,;j ,''- ~ ,~='~ t~+~_ ~~~ - ~ ' ~r °-~- t r { ~-.a'.-~I`~t.st ~ r~, :~ f t ~ ~ , 4' ; r Q,yJ S :. ~ ~ q'' j~ h w~ 6,,~•+~ ~ ~~ ~ ~ Y.~ ~. ^i ~~ ~`t~ ~. ~ ` ~~ ct~9•~ ('~~4 F 1 ,.y.+ y 1 °J"} ~`k,. ~' i~! v ~ t.,~? ~ {~~'- ~.^~`,'+ •'~ ~' ~` +' r I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise, goods and or property and have good title and the right to sell and that they are free from all encumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of title to the pilrchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in ~ this agreement. \ ~` ' ~ t '; ,~, r .,~ ~ ~' `~~a ~ ~ ., ~ A ION SIGNATURE SELLERS SIGNATURE' P r Total Sales (Clerking Tickets Attached) $ ~ ~' S Less Sale Expense: ,~~ ~'-~ % Commission Auctioneer $ ~ ~, % Commission Clerks $ OTHER: , TOTAL SALE EXPENSE DEDUCTED ~ ~~ ' ~ ' SELLERS NET $ ~~~1 ti ~- t SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Hilda A Dysert 21-06-0809 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1 2 3 B. 2 3 DESCRIPTION Funeral Expenses: Ewing Brothers Carlisle Memorial Service Inc. -marker Dickinson Food Service Administrative Costs: Personal Representive Commissions ,Name of Personal Representative(s) S Social Security Number of Personal Representative: Street Address: City: State: .Zip: Year(s) commissions paid: Attorney fees to Andrews & Johnson Exemption 2007 not claimed AMOUNT $842.35 $250.00 $267.52 $32,750.00 $22,500.00 4 Probate Fees to Register of Wills $1,350.00 5 Accountant Fees $560.00 6 Tax Return Preparer's Fees 7 Legal Advertising $313.67 8 Rowe's Auction Service -commission sale of personalty $5,066.25 9 Realtor's fee -sale of 267 S. West St., Carlisle, PA $9,720.00 10 Transfer Tax -sale of 267 S. West St., Carlisle, PA $1,620.00 I 1 Realtor's fee -sale of 235 S. Pitt St., Carlisle, PA $11,400.00 12 Transfer Tax -sale of 235 S. Pitt St., Carlisle, PA $1,900.00 13 Other settlement charges -sale of 235 S. Pitt St., Carlisle, PA $4,734.00 14 Realtor's fee -sale of 58 E. Louther St., Carlisle, PA $15,050.00 I S Transfer Tax -sale of 58 E. Louther St., Carlisle, PA $2,150.00 16 Realtor's fee -sale of 909 Calvary Rd., Carlisle, PA $10,710.00 17 Tansfer Tax -sale of 909 Calvary Rd., Carlisle, PA $1,530.00 18 Maintenance & repairs of estate real estate $4,857.83 19 Erie Insurance on estate real estate $948.00 20 Steven Barrett Appraisals -appraisals of 4 properties $1,600.00 21 Bank service charges for estate accounts $23.04 22 Tenant refunds $895.00 23 Taxes on estate real estate $908.65 24 Brehm -Lebo En ineerin ,Inc. - subdivsion lans $4,000.00 TOTAL (also online 9, Recapitulation) $135,946.31 Name: Address: Phone SS or EIN#: Martha E. Landis 813 Nesbit Dr., Carlisle, PA 17013 249-4345 202-20-3153 Janice S. Hippensteet 452 Centerville Rd, Newville, PA 17241 776-7694 200-36-9128 Ann E. Mountr, formerly Ann S. Parker 30 Appalachian Trail Rd., Gardners, PA 17324 486-4682 200-36-9129 Ronald E. Shughart 1875 Resevior Dr., Carlisle, PA 17013 258-8869 200-36-9127 5/31 /2007 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF Hilda r it,n iv v iviD~n 21 1 V 1 E1L ~SISU UR I111c 1 V~ iwbaNlw~auvu~ SCHEDULE J BENEFICIARIES ESTATE OF 1~ 1Lr; N UMri1JK Hilda A. serf 21-06-0809 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER Do Not List Trustee(s) OF ESTATE TeYSRt.c ntCTRIR[1TION5 Imclude autriaht spousal distnbuueos, and transfers under See 9116(aX12)] 2 II DISTRIBUTIONS: SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Charitable and Governmental Bequests: First United Church of Christ, 30 N. Pitt St., Carlisle, PA 17013 $5,000.00 TOTAL CHARTCABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $5,000.00 Hilda S. art, aka Hilda A. serf 20-7081478 DOD: Se mbar 8, 2008 ~ n 1~ 1 eta F~tlmatad H III George B. Feuer Martha E. Landis predeceased 813 Nesbu Or., Carlisle, PA 17013 249-4345 202-203153 l niece apsed; antique bveseat 8 diair, 'dare of shi 1/4 of ibte ro l apsed -items pass under III Jeni~ S. Hippensteel 452 Centerville Rd, Newvitie, PA 17241 776-7694 200-36-9128 niece 1/4 of tangible personal property Ann E. Mountz, fortneAy Ann S. Parker 30 Appalachian Trail Rd., Gardners, PA 17324 4864682 20036-9129 niece 1 /4 of tangible personal property Ronald E. Shughart 1875 Resevxx Dr., Carlisle, PA 17013 258-8889 200-36-9127 nephew 1/4 of tangible personal property N Martha E. Landis 813 Nesbit Dr., Carlisle, PA 17013 249-4345 202-203153 niece All AMP Stock Now Tyco slodc ~ Marha E. Lantlis 813 Nesbit Dr., CeAisle, PA 17013 249-4345 202-20-3153 niece each to receive 1 /4 of certificates of depose 8 municpal bonds, May now be only CD's Janice S. Hippensteel 452 CentervAb Rd, Newville, PA 17241 776.7694 200-36-9128 niece induding York Water & Sewer, CaAisle Sdwd, Allentown Ann E. Mountz, formerly Ann S. Parker 30 Appel~hian Trail Rd., Gardners, PA 17324 486-4682 20036-9129 niece Hospital Ronald E. ShughaR 1875 Resevbr a., Carlisle, PA 17013 2583869 200-36-9127 nephew ~ A. Martha E. Landis 813 Nesbit Dr., Carlisle, PA 17013 249.4345 202-203153 niece 550,000 cash bequest 550,000 Janice S. Hippensteel 452 Centervule Rd, Newvitie, PA 17241 776-7694 200J6-9128 niece 550,000 psh bequest x50,000 Ann E. Mountz, formerly Ann S. Parker 30 Appalachian Trail Rd., Gardners, PA 17324 4861{682 20036-9129 niece 550,000 cash bequest 550,000 Ronald E. Shughart 1875 Resevior Dr., Carlisle, PA 17013 258.8869 20036-9127 nephew 550,000 psh bequest 550,000 VI B. James V. deceased child of John 51,000 cash oast h Revenda Dysart Ernack 770 Walsh Rd., Apt. 705, Huntingdon V PA 19006 210-286831 thud of John art 57,000 cash bequest 57,000 Janes E. Landis 133 W. Souh SL Cartisle, PA 17013 209.36-0178 51,000 cash uesl 51 000 Mulard Wuuam Lands 1321 Sheffield St, Pittsburgh, PA 15233 20936-0176 grandnephew 51,000 cash bequest 51,000 John Michael Jacobs 1204 Myerstown Rd., Gardners, PA 17324 16836-2927 grandson of John S. D sort 51,000 cash bequest 51,000 Susan Ertnadc Carboni 9315 Walker St., Philadelphia, PA 19114 73-46~693~ 1 Godchild 51,000 cash bequest 51,000 Shery Lee Hippensteel, now S H' steel E _ 428 Oak Flat Newville, PA 17241 -, _ ! 202-42-5921 __ grendniece L 51,000 cash bequest 31,000 Laura A. Hippensteel, now Laura Hi steel La 493 Centerville Rd., Newville, PA 17241 _ ! 19862-3193 _ grandniece _ 51,000 cash bequest _ 51,000 Michael J. Hipparrsteel 530 Centerville Rd., Newville, PA 17241 198623012 grendnephew 51,000 cash bequest 31,000 Dominique G. Parker, now G. Parker Canker Adam C. 705 Treasury Lane, Lebanon, TN 37087 1875 Resevior a., CeAisle, PA 17013 20252-7479 18668-2845 grandniece randne ew 31,000 cash bequest 51,000 cash uest 51,000 51 000 Tina ShughaA, now Tina Sh hart Whitseu 934 Gobin St., Carisle, PA 17013 150.64-9278 niece 51,000 cash bequest 31,000 Jamie Slwghart, now Jamie S rt Fink 3019 N. 2rd St, Hartisburg, PA 17110 192-546811 niece 31,000 cash bequest 51,000 Vg A Janke S. Hippensteel 452 Centerville Rd, Newville, PA 17241 200-36-9128 niece 128th of residue Ann E. MourAz, formery Ann S. Parker RD 2, Box 274 E, 30 Appalachian Trail Rd. Gardners PA 17324 200-36-9129 niece 128th of residue Ronald E. Sh hart 1875 Resevior ~., Carlisle PA 17013 200-389127 ne 128th of residue Tina Shuglurrt now Tura Sh hart WhitseN 934 Gobin St, Carlisle, PA 17013 15064-9278 niece 128th of residue B Traq Clark 2 Cbud Ct, Mechanicsburg, PA 17050 182.46.2722 niece 1/14th of residue Paula Cuppinger 37 Hamaker Rd., Manhefm, PA 17545 182.46-1939 niece 1/14h of resklue C Davk1 W. ShughaA 225 W. CenVal., Missoula, MT 59801 191-46-0924 grandnephew 1/14th of residue Son of KenrkMh Shughart Debra SMrghart Beard 6525 Melbourne Wy., CItN3 Heights, CA 95621 093-44-9995 grandnephew 128th Of resdue Daughter of Donald Shughart Donald S hart, Jr. 402 Main St., OAskan , NY 13424 _ 093-44-9996 rendne hew 128th of residue Son of Donald Sh art D Abigail Shughart, now Abigail Sh rt Downs 8022 Seawood Ct., Indianapdis, IN 46268 453-947351 grandniece 121 of residue Jennifer ShughaA, new Jennifer S. Sdvnidts 3130 Lindsey Court, Bettendorf, U\ 52722 550-926049 grandniece 121 of residue Katie Shughart, now Kane Sh rt Crane 5416 Albert Dr., Winter Park, FL 32792 585.70-21 F~6 grandniece 121 of residue E Ma S rt Hkkman 130 Church Dr., Rkh SC 29729 193363810 rendniece 1114 of residue Dau hter of William L. Shu hart Rita Sh S ' 4 Breton Lane, Dilisbu , PA 17019 209386799 rendniece 1 /14 of residue Da hler of Iliam L. S hart F Scott Shughart 1862 W. Lisburn Rd., Carlisle, PA 17013 185381645 grendnephew 1!7 of residue _ G Martha E. Landis 813 Nesbit Dr., Carlisle, PA 17013 202-203153 niece 117 of residue Codicil First United Church of Christ 30 N. Pitt St., Carlisle PA 17013 chaA 5000 cash be oast Zelda Barnes 54 E. Louher St, Cartisle, PA 17013 no relation 31,500 cash bequest 5/30/2007 LAST WILL AND TESTAMENT OF HILDA 8. DYSERT I, HILDA 8. DYSERT, of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness, funeral and burial debts duly allowed against my~estate, and estate taxes occasioned by my death and incurred with respect to property passing by this.Will. ITEM II: I bequeath the antique loveseat and chair, both tufted in gold velvet, and the painted picture of a ship on the ocean to GEORGE B. FALLER ESQIIIRE, provided he shall survive me. ITEM III: I bequeath those other articles of my personal effects, household goods, and other tangible personalty of like nature (.not including cash or securities); including my antiques, together with any existing insurance thereon, if any, as set forth in a separate memorandum which I shall place with my Will to the persons therein designated. If I shall leave no separate memorandum, or with regard to my personal effects, household goods,~and other tangible personalty of like nature (not including cash or securities) not referenced by such 2 memorandum, I bequeath such property in as nearly equal shares as practical to MARTHA E. LANDIS, JANICE S. HIPPENSTEEL, ANN S. PARKER and RONALD E. SHIIGHART. ITEM IV: I bequeath all of my stock in AMP, Incorporated., together with any stock splits and dividends to MARTHA E. LANDIS. ITEM O: I bequeath my certificates of deposit and my municipal bonds, including my York Water & Sewer, Carlisle School Jointure, and Allentown Hospital bonds, together with any dividends or interest accrued thereupon in equal shares to MARTHA E. LANDZS, JANiCE 8. HIPPENSTEEL, ANN 8. PARKER, and RONALD E. SHIIGHART. If any of the above-named shall predecease me, I direct that their issue shall take their share in their stead. If they shall predecease me without issue, their bequest by this. item shall lapse. ITEM VI: I hereby make the following gifts and bequests: A. I bequeath the sum of Fifty Thousand Dollars ($50.,000.00) to each of the following: 1. Janice S. Hippensteel 2. Martha E. Landis 3. Ann S. Parker 4. Ronald E. Shughart. 3 If any of the above-named shall predecease me, I direct that their issue shall take their share in their stead. If they shall predecease me without issue, their bequest by this item shall lapse. B. I bequeath the sum of One Thousand Dollars ($1,000.00) to each of the following provided he or she shall survive me: \~`e r~rr A ! W 1. Jamey V. Dysert, child of John S. Dysert 2. Revenda Dysert Ermack, child of John S. Dysert 3. James E. Landis, my Grandnephew 4. Millard William Landis, my Grandnephew 5. John Michael Jacobs, Grandson of John S. Dysert 6. Susan Ermack Carboni, my Godchild 7. Sherry Lee Hippensteel, my Grandniece 8. Laura A. Hippensteel, my Grandniece 9. Michael J. Hippensteel, my Grandnephew 10. Dominique G. Parker, my Grandniece 11. Adam C. Shughart, my Grandnephew 12. Tina Shughart, my Niece 13. Jamie Shughart, my Niece. ITEM VII: ~ I devise and bequeath the residue of my estate, of every nature and wherever situate, in equal shares as follows: 4 ~iN ~ro ~w x A. One (1) share shall be divided equally between JANICE 8. HIPPENSTEEL, ANN 8. PARKER, RONALD E. SHUGHART, and TINA WHITZELL, children of my deceased Brother, Leonard Shughart. B. One (1) share shall be divided equally between TRACY CLARK and PAIILA CLIPPINGER, children of my deceased Sister, Beulah Morrison. C. One (1~) share shall be divided equally between KENNETH BHIIGHART and DONALD SHIIGHART, children of my deceased Brother, Chester Shughart. D. One (1) share shall be divided equally between ABIGAIL SHIIGHART, JENNIFER SHIIGHART, and KATIE SBIIGHART, children of my deceased Nephew, James N. Shughart. E. One (1) share to WILLIAM L. SHIIGHART, son of my deceased brother, John N. Shughart. F. One (1) share to SCOTT SHIIGHART, Grandson of my deceased brother, Clarence Shughart. G. One (1) share to MARTHA 8. LANDIB, Daughter of my deceased sister, Florence Nitchman. In the event any of the above-named individuals shall predecease me, his or her share shall be distributed to his or her issue. ITEM VIII: I appoint MARTHA E. LANDIB, JANICE 8. HIPPENSTEEL, ANN 8. PARKER and RONALD E. SHIIGHART, Co-Executors of this my Last Will and Testament. If any of the above-named 5 shall fail to qualify or cease to act as Co-Executors, I direct that those above-named who shall qualify and who shall agree to serve shall be Co-Executors of this my Last Will. ITEM I%: I direct that my Executors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I, HILDA 8. DYSERT, have hereunto set my hand and seal to this my Last Will and Testament, consisting of five (5) typewritten pages, each of which bears my signature, this ~ day of .`/f/J , 1992. ~ ~ ~ J, (SEAL) Hilda S. Dysert, tatrix COMMONWEALTH OF PENNSYLVANIA) • SS. COUNTY OF CUMBERLAND ) WE, BILDA 8. DYBLRT, TAYLOR P. ANDR8W8, and ~c~4.fc( ~s~:-. , the Testatrix and witnesses, respectively, whose n mes are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as and for her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more .years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by HILDA S. DYSERT, the Testatrix, and subscribed to and s orn or affirmed to bef re me by TAYLOR P. ANDREWS and _1P~rra.~~ nscrt witnesses, this '=~ day of yy/a,.cG,~ , 1 2. d~ ly~..~GLr,. ~~~~.~~.~i~., (SEAL ) Notar Public NOTARUI! SEA! BREbIDA !. BREHM, NOTARY PUBLIC CARlISlE BORO, CUMBEAlAt1O COUNTY INY COMMISSION EXPIRES JANUARY 6, 1996 BEFORE THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF HILDA S. DYSERT aka aka HILDA A. DYSERT, DECEASED NO 21-06-0809 DECREE OF THE REGISTER OF WII~LS AND NOW, this 30th day of November, 2006, having received no response to the Notice of Intent of Open the Probate Record issued on November 13, 2006, in regards to the Petition to Probate Codicils filed by Martha E. Landis and Janice S. Hippensteel, IT IS DECREED that the probate record is opened to admit the instruments dated January 16, 1994, January 1, 1998, and one undated, as Codicils to the Last Will and Testament of Hilda S. Dysert aka Hilda A. Dysert. The Codicils are admitted as originally written. The addition at the bottom of the Codicil dated Jan 16 lg4~f uary , 1~#~is not admitted to probate as it appears after the testator's signature and is not signed. IT IS FURTHER DECREED that the Certificate of Grant of Letters Testamentary is amended to reflect the Codicils and that Janice S. Hippensteel, Martha E. Landis, Ronald E. Shughart and Anne E. Mountz shall continue with the administration of this estate according to law. 11 .~ Glenda Farner Strasbaugh Register o i s ~, -- c..~ ~ = , ~ ~ CS.. O ~ Lr Q Y~ ,„ ' C ~ C> C.3 ~ p ~ ._.J U ~L :_..; c.~ V_E C:.' ~ 4 ~ Lt6, © Q~ Cf N V /~ , , ~ I ~iVM I / / ~ / ~ / C ~-~it~.~ ~ -x/1.1 II' ~~ ~~ ~~~4 ~: ~J ~; ~- fan - ~ ~ -,~ ~ f ~' ~, __ ~ .~ ,~ ,~ .fin 2~ ~;~ ~~.~.~~ .~ ~-~ . ~ ~~ ~ ~ . r ~ ~~ .N-~' ' ''~.~~ ~ ~ ~ ~~~~ a ~ ~'~ ~o~~ ~~~ u~~ ~ d ~'L. G'~:~-iii "~~:1'n.<;.r- ~ / ~ -{- _~1~~' C' ~ ,,y, r~ ~(/ w ~~-~- ~- ` ' S ~, V /~ • ~ f ,V. ~ ~ ~`~.' , Irv-,, .,e..,,, ~c:~, . ~ !r ~- •G~ L~~ y ~- ,d..~.~-~.~D~ ~,~ ~,~,~ GcJ.~ ~- ~!w-L',~ ~, !J ~a~ r-/~ ~a~ ~.~rrtcJ.~, c1 ~°,~~ ~~ ~' Lt1Ctr,7`'p~ -- .• . ~ ~' ,~ ,.._ , . ~ ~ ~ ~ ~~ ~~~ ~.~-~ , ~, Y 9 3 r.. ~ i U