HomeMy WebLinkAbout06-22-07
REV-1500 EX + (6-00)
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Swenson Donald L.
DATE OF DEATH (MM-DD-YEAR)
OFFICIAL USE ONLY
21-06-0894
YEAR
219 East Main Street
P. O. Box 230
Mechanicsburg, PA 17055
NUMBER
DATE OF BIRTH (MM-DD-YEAR)
SOCIAL SECURITY NUMBER
174-20-8772
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
Copyright (c) 2000 form software only The Lackner Group, Inc.
COUNTYCODE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
X 1. Original Return 2.
4. Limited Estate 4a.
X 6. Decedent Died Testate 7.
Supplemental Return
Future Interest Compromise (date of death after 12-12-82)
Decedent Maintained a living Trust
(Attach copy of Will) (Attach copy of Trust)
D 9. litigation Proceeds Received D 10. Spousal Poverty Credit
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(8)
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
(19)
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11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
(date of death between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
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NAME
Marlin R. McCaleb Es .
FIRM NAME (If Applicable)
Law Offices-Marlin R. McCaleb
TELEPHONE NUMBER
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691- 0
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
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 (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
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)
14. Net Value Subject to Tax (Line 12 minus Line 13)
:P'
::r.:
-
-
--J
428,811.80
73 ,461. 52
355,350.28
70,000.00
285,350.28
0.00
0.00
0.00
42,802.54
42,802.54
(1)
(2)
(3)
145,000.00
6,738.90
None
(4)
(5)
None
259,822.90
(6)
None
17,250.00
60,720.35
12,741.17
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 0 . 00
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate 285,350.28
19. Tax Due
20.
x
X
X
X
.0 0
.0 45
.12
.15
Form REV-1500 EX (Rev. 6-00\~
Decedent's Complete Address:
STREET ADDRESS
110 South St. Johns Drive
CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
42,802.54
0.00
37,500.00
1,973.68
Total Credits ( A + B + C) (2)
39,473.68
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
3,328.86
0.00
3,328.86
;':::;~;t~:~~:::~~~!~I~II~~i~m~6i[tI6!1~:~;:~GI~~~~~;~~1;i~~:~[:8ill~I~~~
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or. . . . . . .
d. receive the promise for life of either payments, benefits or care? . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ...... D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
i i : ! ! ! ! : i ; : ! ! ! i ! ! ! ! i !!!! ~!!! III III j i ! II ! ! ! ! ! i ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! 11 ! 111 j 1!!!!: !! ! ! : ! ! i 1; j : i ! ! ! ! ! ! :! I! !! I!!!! i !! ! ! ! ! ! ! ! ! ! ! ! i ! ! ! ! ! ! ! ! ! !
"X" IN THE APPROPRIATE BLOCKS
Yes No
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IT]
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
/GNAk~IBLE FOR FILING RETURN
/'
'~~~"'ve
Sue Ann Sidell
630 Main Street
-----------------------------------------------------
Gorham, NH 03581
Law Offices-Marlin R. McCaleb
219 East Main Street
- - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - -- - - - - - -- - - - - - - - - --
MechanicsburR, PA 17055
......;.:.;:.:.::.:.::.:.::.:..:.:.::.:.::.:.::.:.::.:.::.:..:.:.::.:.::.:..:.:..:.:..:...........
DATE
0"-(2-1)07
DATE
/
(,....7o-07
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 P.S. 9116 (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)]. 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. 9116 (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 4.5%, except as noted in 72 P.S. 9116( 1.2)
[72 P.S. 9116(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. 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.
Copyright (c) 2000 form software only The Lackner Group, inc.
Form REV-1500 EX (Rev. 6-00)
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LAST WILL AND TESTAMENT
OF DONALD L. SWENSON
I, DONALD L. SWENSON, of Lower Allen Township,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby
revoking and making void any and all former Wills, Codicils, or
writings in the nature thereo:f, by me at any time heretofore made.
FIRST: I would like to be cremated, with Neill Funeral
Home of Camp Hill, in charge of the cremation, and my ashes
going to Carolyn E. Bartlebaugh, who has been like a wife to me.
SECOND: I hereby order and direct my Executrix,
hereinafter named, to pay all my just debts, funeral expenses,
testamentary expenses and all Inheritance, Estate, Transfer and
Succession Taxes, as soon as may be conveniently done after my
death, out of my residuary estate.
TIllRD: I hereby order and direct my Executrix to offer to
sell to Matthew Farrell of Interstate Towing my real estate, all
property and buildings located at 110 S. S1. Johns Rd., Camp Hill,
Lower Allen Township, Pennsylvania, for the sum of One Hundred
Twenty Thousand ($120,000) Dollars. Ifhe is unable to or does
not wish to purchase said property, I hereby order and direct my
Executrix to sell the property at market value to any qualified
(page 1 of 4)
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..--.---.........---..--.-.-.,..
buyer. The sale may be done through a realtor or not, as
determined by my Executrix. The profits from the sale of the real
estate, whether to Matt or another buyer, will become part of my
Estate.
FOUR1H: I give and bequeath the sum ofTen Thousand
($10,000.00) Dollars to my dear and long-time friend, John
Bedock of 72 May Drive, Dillsburg, P A.
FIF1H: I give and bequeath the sum of One Hundred
Twenty Thousand ($120,000.00) Dollars to my beloved and
delightful niece, Sue Sidell of630 Main St., Gorham, NH. This
bequest is given with the hope and trust that Sue will divide said
bequest as she deems fair with her sister Carol McClimans and
brother William Fry.
SIX1H: After all aforesaid bequests are made and all other
financial obligations of the Estate are met; if there are sufficient
funds in my residuary Estate, I direct my Executor to make the
following charitable donations:
a. T:wenty-Five Thousand ($25,000.00) Dollars to the
Eastern Paralyzed Veterans Association;
b. Twenty-Five Thousand ($25,000.00) Dollars to Hospice
of Central P A;
c. Twenty Thousand ($20,000.00) Dollars to Helen O.
Krause Animal Foundation, Inc.
In the case that sufficient funds are not available, I direct my
Executor to reduce the amount of the above-mentioned charities
proportionately.
(page 2 of 4)
.._.,~.-~----~,..,......
SEVEN1H: I give, devise and bequeath the remainder of
my estate, wheresoever situate and in whatsoever form, including
all cash assets, household and personal effects to Carolyn E.
Bartlebaugh. If she should predecease me, I then give, devise and
bequeath the remainder of my estate to my niece Sue Ann Sidell,
with instructions to share said estate with her sister Carol and her
brother William, according to her good judgment.
LASTLY: I hereby nominate, constitute and appoint my
niece, Sue Ann Sidell to be the Executrix of this, my Last Will and
Testament, she to serve without bond in the Commonwealth of
Pennsylvania, or any other jurisdiction. In the event that Sue
should predecease me or be unable to serve as Executrix or ,
complete the administration of my estate for any reason .
whatsoever, I hereby nominate, constitute and appoint my niece,
Carol McClimans, as Executrix hereof, to serve in her place, she
likewise to serve without bond.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this g-7[ day of ~7PN j ,,~, 2006..
r~ ~{ll2~ (SEAL)
Donald L. Swenson
SIGNED, SEALED, PUBLISHED and DECLARED
In the presence of:
J1/n
<tlLi . JJJk (Witness)
~ ?J-.p~ (Witness)
(page 3 of 4)
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COMMONWEAL TH OF PENNSYLVANIA )
SSe
COUNTY OF CUMBERLAND
)
I, Donald L. Swenson, Testator, 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 the instrument as my Last Will; that I signed it willingly; and that I
signed it as my free arid voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by Donald L. Swenson,
Testator, this FIG day of September, 2006.
i~~JL,~
~X~~
(Testator)
(Notary)
NOT ARlAL SEAL
Mary L. Landvater, Notary Public
Camp HiJ/ Bora., Cumberland County
My commission expires June II, 2007
(page 4 of 4)
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST ATE OF FILE NUMBER
Donald L. Swenson ssg 174-20-8772 10/08/2006 21-06-0894
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 property which is jointly-owned with ri!:lht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 House and lot containing 1.735 acres, - known and numbered as 110 145,000.00
South St. Johns Road, Lower Allen Township, Cumberland County,
PA. Being part of deed of J. Kirk Ainsworth, dated 05/10/72
(24-P-642); and being part of deed of Stewart Equipment Company
of Maryland, dated 10/11/73 (25-J-685); and being part of deed of
Atlantic Richfield Company, dated 07/15/75 (26-E-166).
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $ 145,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
IFile No. 07 -SWENSON I Page #11
APPRAISAL OF REAL PROPERTY
LOCATED AT:
110 Saint Johns Rd
Deed Book P 24 Page 642
Camp Hill, PA 17011-7825
FOR:
Marlin R. McCaleb
219 E Main St
Mechanicsburg, PA 17055
AS OF:
May 7, 2007
BY:
Appraisal Solutions
Brett Lechthaler, PA Certified Residential Appraiser
16 San Juan Drive
Mechanicsburg, PA 17055
Form GA6 - 'TOTAL for Windows. appraisal software by a fa mode, inc. - 1-800-ALAMODE
File No. 07 -SWENSON
May 22, 2007
Appraisal Solutions
16 San Juan Drive
Mechanicsburg, PA 17055
Phone: 717-697-1828
Fax: 717-697-0220
Marlin R. McCaleb
219 E Main St
Mechanicsburg, PA 17055
Dear Sirs:
Pursuant to your request, I have prepared a summary appraisal report of the
property captioned in the "Summary of Salient Features" which follows.
The accompanying.report is based on a site inspection of improvements,
investigation of the subject neighborhood area of influence, and review of sales,
cost, and income data for similar properties.
This appraisal has been made with particular attention paid to applicable
value-influencing economic conditions and has been processed in accordance
with nationally recognized appraisal guidelines.
The value conclusions stated herein are as of the effective date as stated in the
body of the appraisal, and contingent upon the certification and limiting conditions
attached.
Please do not hesitate to contact me if I can be of additional service to you.
Respectfully,
Brett Lechthaler,
PA State Certified Residential Appraiser
Form DCVR - "TOTAL for Windows' appraisal software by a fa mode, inc. - 1-8OQ-ALAMODE
SUMMARY OF SALIENT FEATURES
Subject Address 110 Saint Johns Rd
legal Description Deed Book P 24 Page 642
City Camp Hill
County Cumberland
State PA
Zip Code 17011-7825
Census Tract 0111.00
Map Reference ADC: 19K-6
Sale Price
Date of Sale
$ NA
NA
Borrower I Client
lender
NA
Marlin R. McCaleb
Size (Square Feet) 1,140
Price per Square Foot $
location Average
Age 200+/- Year
Condition Fair-Average
Total Rooms 4
Bedrooms 2
Baths
Appraiser
Date of Appraised Value
Brett Lechthaler, PA State Cert Res Appr
May 7, 2007
RnaI Estimate of Value
$ 145,000
Form SSD - "TOTAL for Windows. appraisal software by a Ia mode, inc. - 1-80D-AlAMODE
IFile No. 07-SWENSON/PaGe #31
File No, 07-S ENS.N
Prooertv Address 110 Saint Johns Rd City Camp Hill State P A ZioCode 17011-7825
leoal Descriotion Deed Book P 24 Page 642 CounlV Cumberland
Assessor's Parcel No. 13-24-0799-174A TaxVear 2007 R.E. Taxes $ 1 686.16 SDeclal Assessments:li None
Borrower NA Current Owner Swenson Estate Occuoant: r l Owner r l Tenant IX1 Vacant
Prooertv rillhts aooraised fXI Fee Simole I leasehold Proiect TVDe l PUD r l Condominium IHUDNA onIvl HOAS NA /Mo.
Neillhborhood or Proiect Name Lower Allen Township Man Reference ADC: 19K-6 Census Tract 0111.00
Sale Price S NA Date of Sale NA Descrlntlon and ~ amount of loan charne!:/concessions to be Daid bv seller NA
lender/Client Marlin R. McCaleb Address 219 E Main St Mechaniesbura. PA 17Q05
Aooraiser Brett Lechthaler PA State Cert Res Aopr Address 16 San Juan Drive Mechanicsbura. PA 17055
location DUrban C8J Suburban o Rural Predominant Silt family holl8l!!ll Preaent land uae % Land lI8e change
Built up DOVer 75% C8J 25-75% o Under 25% occupancy tRI AGE One family 80 o Not likely o Likely
(000) (yrs)
Growth rate o Rapid C8J Stable o Slow C8J Owner 85 low New 2-4 family 2 C8J In process
Property values 0 Increasing C8J Stable o Declining o Tenant 600+ Hiah 100+ Multi-family 1 To: Residential with
DemarxVsupply 0 Shortage C8J In balance 0 Over supply C8J Vacant (0-5%) -. ..., Predominant I .... Commercial 5 commercial uses alona
Marketioo time fX1 Under 3 mos.n 3-6 mos. n OVer 6 mos. Fi Vac.lover 5%1 130-190 25~35 Vacant 12 maior traffic arteries
"011I; Rac=e and the rac=lal cOBlpasltlon of the neighborhood are not appraisal factors.
Neighborhood boundaries and characteristics: The neighborhood boundaries are indicated on the enclosed neiahborhood map in the addenda of this
report.
Factors that affect the marketabllily of the properties In the neighborhood (proximity to employment and amenities, employment Stabilily, appeal to marke~ etc.):
Subiect has access to all necessary supportina facilities includina schools oublic oarks transportation, shoppina and houses of worship.
Emplovment stabilitv is aood due to the State Capitol at Harrisbura. the Naw Suoolv Deoot in Mechanicsburg, the Armv Suoolv Deoot in New
Cumberland and the exoandina West Shore Area. Averaae propertY maintenance oroarams observed. Employment is within 15-30 minute
drive. Steadv price increases and MLS statistics demonstrate stable demand for the area.
Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time
- such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.):
Morlaaae funds are readilv available from a variety of sources with conventional loans beina 6.0% to 7.0% interest fixed 30 vear mortaaae. UP
to 3 points. Sellers are not reauired to offer sales or financina concessions. however. seller assistance is occurrina.
Projeot Information for PUDe (If applicable) - -Is the developer/builder in control of the Home Owners' Association (HOA)? Dves ONoNA
Approximate total number of units in the subject project NA Approximate total number of units for sale in the subject project NA
Describe common elements and recreational facilities: NA
Dimensions See survey Topography Roilina
Site area 1.74 acre Corner lot 0 Yes C8J No Size Tvoical for Area
Specific zoning classification and description C-2, General Commercial Shape Irreaular
Zoning compliance 0 legal C8J legal nonconforming (Grandfathered use) 0 Illegal 0 No zoning Drainage Appears Adeauate
Hjnhest & best use as imoroved: n Present use rx1 Other use (eXDlainl Allowed Commercial Uses View Street/Creek
Wilies Public other Off...lte Improvementa Type Public Private landscaping Tvpicl.ill for Ar~a
Electricity C8J Street Macadam C8J 0 Driveway Surface Gravel
Gas 0 Curb/gutter None 0 0 Apparent easements Standard Utilitv
Water Dwell Sidewalk None 0 0 FEMA Special Flood Hazard Area DYes C8J No
Sanitary sewer o septic Street fights None 0 R FEMA Zone C Map Date 9/30/1977
Storm sewer n AIIev None il FfMA Man No. 4210160002B
Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etc.): Standard
easements for electric, telephone. etc. There are no known or aooarent adverse easements encroachments or conditions noted. Per the
client's r~auest this I.ilppraisl.ill is residential value not hiahest & best use value.
GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION
No. of Units 1 foundation Stone Slab NA Area Sq. Ft 344 Roof 0
No. of Stories 2.5 Exterior Walls Stone. Frame Crawl Space Partial % Finished NA Ceiling 0
Type (Det/AIt.) Detached Roof Surface Metal Basement Partial Ceiling Unfinished. Walls 0
Design (Style) Farmhouse Gutters & Ownspts. Galvanized Sump Pump NA Walls Unfinished Floor 0
Existing/Proposed Existina Window Type Sinale Huna Dampness None Noted Floor Dirt None 0
Age (Vrs.) 200+/- Year Storm/Screens NA Settlement Due to ace Outside Entry Yes Unknown ~
Effective Ace Nrs.l 60-80 Years Manufactured House No Infestation None Nc;>ted
ROOMS fover Livina Dinina Kitchen Den Familv Rm. Rec. Rm. Bedrooms # Baths laundrY Other Area So. Ft.
Basement 344
level 1 1 Area 1 070
level 2 2 1 570
Finished area above crade contains: 4 Rooms' 2 Bedroom(sl: 1 Bath sl: 1140 SCluare Feet of Grosslivina Area
INTERIOR Materials/Condition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE:
Floors Wood/Fl.ilir Type FWA Refrigerator 0 None C8J Fireplace(s) # 1 C8J None 0
Walls Plaster/Fair Fuel Oil Range/OVen 0 Stairs 0 Patio 0 Garage # of cars
Trim/Finish Wood/Ava Condition Ava Disposal 0 Drop Stair 0 Deck 0 Attached
Bath floor VinvtlFair COOLING Dishwasher 0 Scuttle 0 Porch Covered C8J Detached 2 Car
Bath Wainscot Ceramic/Fair Central None FarVHood 0 Floor 0 Fence 0 Built-In
Doors Wood/Ava Other None Microwave 0 Heated R Pool 0 Carport
Condition NA WasherlDrver n Finished Bam SummerKitch . E<i Drivewav 15+ Car
Additional features (special energy efficient items, etc.): Tvpical for similar aaedstructures
Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction, remodeling/additions, etc.: The subiect is
in fair condition. The construction Quality is typical for aae in comearison to competina neiahborhoods. Based on maintenance condition and
compl.ilnsQn to comoetina neiahborhoods the effective aae is below the actual aae. Phvsical deoreciation is due to aae. No economic or
functional obsolescence noted.
Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the
immediate vicinily of the subject property.: There are no known or aooarent adverse environmental conditions that would neaativelv imeact on the
value of the property.
Freddie Mac Form 70 6193
Appraisal Solutions (717)697-1828
IFile No. OJ-SWENSON 1 Page #41
UNIFORM RESIDENTIAL APPRAISAL REPORT
w
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PAGE 1 OF 2
Form UA2 - "TOTAL for Windows. appraisal software by a Ia mode, inc. -1-800-AlAMODE
Fannie Mae form 1004 6193
lRieNo.-or-SWENSONI Paae #51
UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 07-SWENSON
Comments on Cost Approach (such as. source of cost estimate, site value,
square foot calculation and for HUD, VA and FmHA, the estimated remaining
economic life of the property): The Cost Approach will aenerallv result
in an excellent estimate of value if the buildina is new or
reasonablv new and the improvements reflect the hiahest and
best use of the of the land. However When items of ohvsical
deoreciation and obsolescence must be estimated. an area of
, iudaement is involved Which is subiect to error. The Cost
Annroach was not utilized due to the chronoloalcal and
effective aaes.
Garage/Carport _ Sq. Ft. @$ =
Total Estimated Cost New n _ n _ u _ u _ _ u _ _ u __ _u = $
less Physical Functional External
Depreciation I I = $
Depreciated Value of Improvements _ __ . ___ ___ h h U U _ U . _ U . __ . __. = $
.As-Is. Value of Site Improvements _ _ _ _ _ _ _ _ _ _ _ _ _.. _ _ _ _ _ _. _ _ _ _ _ _ _ _ _ _ _ _. =$
tNDICATED VALUE BY COST APPROACH U U _ U U . __ _ __ . _. . _ ___ h u _ =$
ITEM J SUBJECT COMPARABLE NO.1
110 S. Saint Johns Rd 1017 Old Forge Rd
Address Camo Hill PA Lewisberrv. PA
Proximitv to Subiect '. ..,>,;- ., ,.' 2.86 miles
Sales Price $ NA, /> l!t
Price/Gross Livino Area $ rtJ $ 94.70 rtJl "-,'
Data and/or Inspection & Multi-Listing Service
Verification Source Courthouse Recd Courthouse Records
VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION: +(-)$ Adlust.
Sales or Financing ---:; -,----.. Conventional :
Concessions '. None Reoorted '
Date of SalP.lTime 8/06 9 DOM :
location Averaae Averaae :
LeaseholdlFee Simole Fee Simole Fee Simple :
Site 1.74 acre 1.00 acre :
View Street/Creek Street ,
Desion and Aooeal Farmhouse Farmhouse '
Qualitv of Construction Stone Frame :
Ace 200+/- Year 100+ Years :
Condition Fair-Averaae Inferior :
Above Grade T olal : Bdrms: Baths Total: Bdrms: Baths :
Room Count 4 : 2 : 1 4: 2 : 1 :
Gross L1vino Area 1 140 So. Ft. 1 056 So. Ft. :
Basement & Finished 344 Equal '
Rooms Below Grade Unfinished Unfinished '
Functional Utilitv Averaae Averaae :
HeatimlCoolino FWAlNone FWAlNone :
Enerav Efficiert Items Average Eaual :
Garaoe/CarDort 2 Car Garaae 2 Car Garaae :
Porch) Patio, Deck, Porches Porches :
Fireolace(s\. etc. Fireolace Fireolace :
Fence Pool etc. Bam SummerKitc None :
.-- ..-.........-
ESTIMATED SITE VALUE. _._.... ... ...... .__ .__....._ _____ _____ ___..__:= $
ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS:
Dwelling 1 ,140 Sq. Ft. @$ = $
Sq.Ft.@$ =
COMPARABLE NO.2
1010 Lewisberry Rd
Lewisberrv_ PA
6.08 miles
....YI$
$ 97.29 rtJl:
Multi-Listing Service
Courthouse Records
DESCRIPTION : + (-)$ Adiust.
Conventional ,
,
None Recorted :
3/07 94 DOM :
Averaae :
Fee Simole :
0.49 acre :
Street ,
Farmhouse '
,
Frame ,
,
160+ Years :
Suoerior '
T olal : Bdrms: Baths :
8 : 4 : 1.5 :
1 696 Sn. Ft. :
Equal :
Unfinished I
Averaae :
HtWtr/None :
Eaual :
2 Car Garaae :
Porches :
None '
None :
100 000
+7400
+4 000
+10000
+12000
+4 000
COMPARABLE NO.3
59 Glendale Dr
Mechanicsbura. PA
8.23 miles
165000 --;:- ;;--i.]i 171.000
'/-. $ 115.93 rtJ 1-.i...Y.<......
Multi-Listing Service
Courthouse Records
DESCRIPTION : + (--1$ Adlust.
Conventional :
None Renorted ;
7/06 8 DaM:
Averaae :
Fee Simole :
+12500 2.65 acre/Ava :
+4 000 Street !
,
Farmhouse '
,
+10 000 Frame ,
,
150+ Years :
-15 000 Superior '
Total : Bdrms: Baths :
-1,500 5: 3 : 1 :
-27 800 1 475 Sn. Ft. :
Equal :
Unfinished :
Averaae :
FWAlNone :
Eaual :
2 Car Garaae :
Porches :
+500 Wood Stove :
+4 000 Outbuildina :
-9100
+4 000
+ 10 000
-15000
-16750
+250
+2 000
NetAdi.ltntal\ .'. ....../- !Xl + T l- :$ 37400 r 1 + IXI- :$ 13300 r l + IXI- :$ 24.600
~d~;:;: Price .. './j.ii.>/;'~':)i:H~l$ 137.400~=?~~~1$ 151700)/C:,.~~{~1$ 146.400
Comments on Sales Comparison Qncluding the subject property's compatibility to the neighborhood, etc.): Sales of similar structures on similar sized lots
were limited. The three closed sales disolaved are considered to be the best indicators of value. Minimal adjustments for acreaae due to
I areatest value in homesite with onlv resdue value in excess lands. All sales adiusted for subiect's sucerior view and suoerior stone
construction. Minimal SQuare footaae adjustments due to economies of scale. Adiustments exceeded recommended cuidelines due to the
I atvoical nature of the subiect. All comoarables were weiahted and considered.
ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3
Date, Price and Data None None 11/06/2006 7/18/2006
Source, for prior sales NA NA 220,000 1.00
within vear of annraisal CH Records Courthouse Records Courthouse Records Courthouse Records
Analysis of any current agreement of sale, option, or listing of subject property and analysis of any prior sales of subject and comparables within one year of the date of appraisal:
Subiect has not transferred within 3 vears. Prior sales of the comparables occurred more than one vear aco other than noted.
INDICATED VALUE BY SALES COMPARISON APPROACH ..... _ _ _ _ _ _.. _. _ _. _ _ _ __ _ _. ._._ _ _. _. _ _ _ _ _ _..... __ _ _ _ __... __ _ _ __ ____. _. _ __._ .... _ __ _ _..... _ ___ __.... $ 145 000
INDICATED VALUE BY INCOME APPROACH (if Annlicabie1 Estimated Market Rent $ NA /Mo. x Gross Rent Multiolier NA = t . NA
This appraisal is made cg] nas is. 0 subject to the repairs, alterations, inspections or condnions listed below 0 subject to completion per plans & specifications.
Conditions of Appraisal: This appraisal is made "as is". No liabilitv is assumed for the structural or mechanical elements of the orooertv. See
Statement of Limitina Conditions and Aooraiser's Certification.
final Reconciliation: Due to the lack of rental data the Income Aooroach is not aoorooriate. Greatest weicht is aiven to the Sales Comoarison
I Acoroach as it reflects the typical actions of buvers and sellers in the marketolace.
The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report, based on the above conditions and the certification, contingent
and limiting conditions, and market value definnion that are stated in the attached Freddie Mac Form 4391FNMA form 1004B (Revised June 1993
I (WE) ESnMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF
(WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 145,000
APPRAISER~ ~'~'. SUPERVISORY APPRAISER (ONLY IF REQUIRED):
Signature ~ ~ Signature
Name Brett Lechthaler, PA State Cert Res APpr Name
Date Report Signed May 22, 2007 Date Renort Sinned
State Certification # R L -003368-L State P A State Certification #
Or State License # State Or State License #
Freddie Mac Form 70 6193
PAGE 2 OF 2
Form UA2 - "TOTAL for Windows' appraisal software by a la mode, inc. -1-8oo-ALAMODE
).
Mav 7 2007
o Did 0 Did Not
Inspect Property
State
State
Fannie Mae Form 1004 6-93
Borrower/C lient NA
Property Address 110 Saint Johns Rd
City Camp Hill Counlv Cumberland State PA ZiD Code 17011-7825
Lender Marlin R. McCaleb
Supplemental Addendum
IAlerla. 07-SWENSONI Paae #61
File No. 07 -SWENSON
SPECIAL LIMITING CONDITIONS:
This appraisal is not a home inspection and the appraiser is not acting as a home inspector when
preparing the report. When performing the inspection of this property, the appraiser visually observed
areas that were readily accessible. The appraiser is not required to disturb or move anything that
obstructs access or visibility. The inspection is not technically exhaustive. The inspection does not offer
warranties or guarantees of any kind.
SUPPLEMENTAL CERTIFICATIONS:
I certify that:
- This appraisal is a summary appraisal report.
- This appraisal was prepared by Brett Lechthaler for the exclusive use of Marlin R. McCaleb,
client, for the client's explicit use. The information and opinions contained in this appraisal set forth the
appraiser's best judgement in light of the information available at the time of the preparation of this
report. Any use of this appraisal by any other person or entity, or any reliance or decisions based on this
appraisal are the sole responsibility and at the sole risk of the third party. Mr. Lechthaler accepts no
responsibility for damages suffered by any third party, as a result of reliance on or decisions made or
actions taken based on this report.
- In my opinion the reasonable exposure time linked to the value opinion is up to 90 days.
-In my opinion the reasonable market time linked to the value opinion is up to 120 days.
I further certify that, to the best of my knowledge and belief:
- The statements of fact contained in this report are true and correct.
- The reported analyses, opinion, and conclusions are limited only by the reported assumptions
and limiting conditions, and are my personal, impartial, and unbiased professional analyses, opinions,
and conclusions.
- I have no present or prospective interest in the property that is the subject of this report, and no
personal interest with respect to the parties involved.
- I have no bias with respect to the property that is the subject of this report or to the parties
involved with this assignment.
- My engagement in this assignment was not contingent upon developing or reporting
predetermined results.
- My compensation for completing this assignment is not contingent upon the development or
reporting of a predetermined value or direction in value that favors the cause of the client, the amount of
the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly
related to the intended use of this appraisal.
- My analyses, opinions, and conclusions were developed, and this report has been prepared, in
conformity with the Uniform Standards of Professional Appraisal Practice.
- No one provided significant professional assistance to the persons signing this report.
- Brett Lechthaler personally inspected the property and reviewed this report.
Sincerely,
Brett Lechthaler,
PA State Certified Residential Appraiser
Form TADD - "TOTAL for Windows' appraisal software by a Ia mode, inc. -l-800-ALAMODE
IFile No. 07-SWENSONI Paae#71
DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market
under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not
affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from
seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised,
and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4)
payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents
the normal consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone
associated with the sale.
*Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are
necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are
readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing
adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutiona
lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical
dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the
market's reaction to the financing or concessions based on the appraiser'sjudgement.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the
following conditions:
1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The
appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is
appraised on the basis of it being under responsible ownership.
2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is
included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size.
3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other
data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area.
Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination.
4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless
specific arrangements to do so have been made beforehand.
5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their
contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal
and are invalid if they are so used.
6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of
hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of
during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no
knOwledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of
hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such
conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be
responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such
conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be
considered as an environmental assessment of the property.
7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or
she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of
such items that were furnished by other parties.
8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional
Appraisal Practice.
9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory
completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner.
10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute
the appraisal report (inclUding conclusions about the property value, the appraiser's identity and professional designations, and
references to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the
borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any
state or federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the
District of Columbia; except that the lender/client may distribute the property deSCription section of the report only to data collection or
reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must
also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or
other media.
Freddie Mac Form 439 6-93
Page 1 of 2
Fannie Mae Form 1oo4B 6-93
Appraisal Solutions (717)697-1828
Form ACR DEFD - "TOTAL for Windows' appraisal software by a la mode, inc. - 1-8QQ-ALAMODE
IFlle No, 07 -SWENSONl Pane #81
APPRAISER'S CERTIFICATION: The appraiser certifies and agrees that:
1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and
proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when
appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior
to, or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price of the
comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a
positive adjustment to increase the adjusted sales price of the comparable.
2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the
appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my
knowledge, that all statements and information in the appraisal report are true and correct.
3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are
subject only to the contingent and limiting conditions specified in this form.
4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective
personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis
and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of
either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the viCinity
of the subject property.
5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my
compensation for performing this appraisal is contingent on the appraised value of the property.
6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the
amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my
compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a
specific valuation, or the need to approve a specific mortgage loan.
7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and
promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this
appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a
reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is
consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation
section.
8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as
comparables in the appraisal report via MLS pictures. I further certify that I have noted any apparent or known adverse conditions in the
subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and
have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to
support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property.
9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on
significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the
appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this
appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change
to any item in the re-port; therefore, if an unauthorized clTarrge is made to the app-raisal rap-art; I wm take no responsibility for it.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and
agrees that: I directly supervise the appraiser who prepared the appraisal report, have re.viewed the appraisal report, agree with the
statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am
taking full responsibility for the appraisal and the appraisal report.
ADDRESS OF PROPERTY APPRAISED: 110 Saint Johns Rd, Camp Hill, PA 17011-7825
APPRAISER:
Signature: ~~
Name: Brett Lechthaler, PA State Cert Res Appr
Date Signed: May 22. 2007
State Certification #: RL -003368-L
or Slate license #:
State: PA
Expiration Date of Certification or license: 6/3012007
SUPERVISORY APPRAISER (only if required):
Signature:
Name:
Date Signed:
Slate Certification #:
or Slate license #:
Slate:
Expiration Date of Certification or license:
o Did
o Did Not Inspect Property
Freddie Mac Form 439 6-93
Page 2 of 2
Fannie Mae Form 10048 6-93
Form ACR DEFO - "TOTAL for Windows' appraisal software by a la mode, inc. -1-8OQ-ALAMODE
IFile No. 07-SWENSONI Paae #91
Location Map
Borrower/Client NA
ProDertv Address 110 Saint Johns Rd
City CamD Hill Counlv Cumberland State PA ZiD Code 17011-7825
Lender Marlin R. McCaleb
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Form MAP.LOC - "TOTAL for Windows' appraisal software by a la mode, inc, -1-800-ALAMODE
IFlle No. OJ-SWENSON I Pane #101
Building Sketch (Page - 1)
Borrower/CHent NA
Pronertv Address 110 Saint Johns Rd
Cilv Camp Hill Counlv Cumberland Stale PA Zin Code 17011-7825
lender Marlin R. McCaleb
Bath
(:) Basement 0 0
~ ~ Kitchen Living Room Bedroom ~
~ ~ ~
N N N
Bedroom
16.00' 26.50' 26.50'
First Floor Second Floor
_ bv ADo. IV-
Comments:
AREA CALCULATIONS SUMMARY LIVING AREA BREAKDOWN
Code Description Size Net Totals Breakdown Subtotals
GLAJ. I!'.i.rst l!'J.oor 569.7500 569.7500 F.i.rst l!'J.oor
GLA2 Second l!'J.oor 569.7500 569.7500 21.50 x 26.50 569.7500
BSMT Basement 344.0000 344.0000 Second l!'J.oor
21.50 x 26.50 569.7500
TOTAL LIVABLE (rounded) 1140 2 Calculations Total (rounded) 1140
Form SKT.BIdSkI- "TOTAL for Windows' appraisal software by a fa mode, inc. -1-800-ALAMODE
IFlIeNo. OJ-SWENSON I Page#lll
Flood Map
Borrower/CHent NA
ProoertvAddress 110 Saint Johns Rd
Citv Camo Hill Counlv Cumberland Stale PA liD Code 17011-7825
lender Marlin R. McCaleb
Prepared for:
Appraisal Solutions (717)697-1828
:e;-' by I!II~ mod~
www.inl:erflood.com . 1-800-252-6633
110 R 81 Johns Rd
Camp Hill, PA 17011
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Map Number
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Effective Date
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ZONE C
For more in1onnation about
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Powered by FloodSouroe
877.77.FlOOO
www.1loodsouroe.oom
811999-2007 Source Prose and/or FloodSouroe COlpOf3l:ions. All rights reserved. Patents 6.631.326 and 6.678.615. Other patents pendin9. For In10: in10@floodsouroe.oom.
Form MAP.FlOOD - "TOTAL for Windows. appraisal software by a Ia mode, inc. -1-800-ALAMODE
SUbject Photo Page
IFlle No. 07 -SWENSON 1 Pace #121
Borrower/Client NA
Prooertv Address 11 0 Saint Johns Rd
CiI:v CamD Hifl Countv Cumberland Stale PA Zio Code 17011-7825
Lender Marlin R. McCaleb
Subject Front
110 S. Saint Johns Rd
Sales Price NA
Gross living Area 1 ,140
Total Rooms 4
Total Bedrooms 2
Total Bathrooms 1
Location Average
View Street/Creek
Site 1.74 acre
OuaTlty Stone
Age 200+/- Year
Subject Rear
Subject Street
Form PIC3x5.SR - "TOTAL for Windows' appraisal software by a Ia mode, inc. -1-800-ALAMODE
Subject Photo Page
~7.SWENSONI Paae#131
Borrower/CHent NA
ProDertv Address 110 Saint Johns Rd
City Camp Hill County Cumberland Slale PA ZiD Code 17011-7825
Lender Marlin R. McCaleb
Summer Kitchen
110 S. Saint Johns Rd
Sales Price NA
Gross Living Area 1,140
Total Rooms 4
Total Bedrooms 2
Total Bathrooms 1
Location Average
View Street/Creek
Site 1.74 acre
Quality Stone
Age 200+/- Year
Barn
2 Car Garage
Form PIC3x5.SR - "TOTAL for Windows. appraisal software by a la mode, inc. -1-800-ALAMODE
Comparable Photo Page
~7-SWENSONI Paae #141
Borrower/Cfient NA
Pronertv Address 110 Saint Johns Rd
City Camo Hill Counlv Cumberland State PA liD Code 17011-7825
Lender Marlin R. McCaleb
Comparable 1
1017 Old Forge Rd
Prox. to SUbject 2.86 miles
Sale Price 100,000
Gross Living Area 1 ,056
Total Rooms 4
Total Bedrooms 2
Total Bathrooms 1
Location Average
View Street
Site 1 .00 acre
Quality Frame
Age 100+ Years
File Photo
Comparable 2
1010 Lewisberry Rd
Prox. to Subject 6.08 miles
Sale Price 165,000
Gross Living Area 1,696
Total Rooms 8
Total Bedrooms 4
Total Bathrooms 1 .5
Location Average
View Street
Site 0.49 acre
Quality Frame
Age 160+ Years
File Photo
Comparable 3
59 Glendale Dr
Prox. to Subject
Sale Price
Gross Living Area
Total Rooms
Total Bedrooms
Total Bathrooms
Location
View
Site
Quality
Age
8.23 miles
171,000
1,475
5
3
1
Average
Street
2.65 acre/Avg
Frame
150+ Years
File Photo
Form PIC3x5.CR - "TOTAL for Windows. appraisal software by a Ia mode, inc. -1-800-ALAMODE
IFiiBNOlJf-SWENSONI Page #151
.
-
2350
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OFFICIAL
DOCUMENT
READ THE FOlLOWING INFORMATiON CAREFULlY CONCEF1NING YOUR LICENSE:
1. SIGN TUE WALLET CARD AND CEATlFICATE WHERE INDICATED.
2. DE1ACH TIll, WALLET CARD AND CERTIFICATE AT PERFORATION.
BRETT WESLEY LECHTHALER
16 SAN JUAN DRIVE
MECHANICSBURG PA 17055
l:
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Form SeA - 'TOTAL for Windows. appraisal software by a la mode, inc. - 1-800-ALAMODE
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Donald L. Swenson
SS# 174-20-8772
10/08/2006
21-06-0894
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION UNIT VALUE
NUMBER OF DEATH
1 Evergreen Fundamental Large Cap Fund, CL-A. - CUSIP 6,738.90
#30023W-20-8 (EGIAX) - 272.444 shares @ $24.735.
TOTAL (Also enter on line 2, Recapitulation) 6,738.90
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1503 EX (Rev. 1-97)
REV-1508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Donald L. Swenson
FILE NUMBER
21-06-0894
SS# 174-20-8772
10/08/2006
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1 Cash in Decedent's possession.
VALUE AT DATE
OF DEATH
1,055.31
2 Household goods, contents, furniture and furnishings.
7,548.00
3 Servicemaster, - refund of Terminix contract.
171. 70
4 The Patriot-News, - refund of subscription.
6.14
5
Travelers Ins. Co., - refund of auto insurance premium.
166.00
6
Verizon, - refund.
4.45
7
Wachovia Bank, - Checking account #1014224841425; principal
balance as of D.O.D.: $6,380.34; interest accrued to D.O.D.:
$0.28.
6,380.62
8
Wachovia Bank, - Certificate of Deposit #247402062049643;
principal balance as of D.O.D.: $53,818.14; interest accrued to
D.O.D.: $47.93.
53,866.07
9
Wachovia Bank, Money Market Acct. #1010141686712; - principal
balance as of D.O.D.: $80,425.99; interest accrued to D.O.D.:
$88.14.
80,514.13
10
Wachovia Bank, - Certificate of Deposit #2557410090130423(IRA);
principal balance as of D.O.D.: $3,339.23; interest accrued to
D.O.D.: $4.07.
3,343.30
11
Wachovia Bank, - Certificate of Deposit #257410093650292(IRA);
principal balance as of D.O.D.: $25,920.50; interest accrued to
D.O.D.: $31.62.
25,952.12
12
Wachovia Bank, - Certificate of Deposit #247402052622433;
principal balance as of D.O.D. :$80,704.00; interest accrued to
D.O.D.: $111.06.
80,815.06
TOTAL (Also enter on line 5, Recapitulation) $ 259,822.90
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems,lnc. Form REV-1508 EX (Rev. 1-97)
.
~HOVIA
Reference ill: 1 R22!ll!2
W:u:ho"ia Blink NA
Balance Confirmation Ser\'ice~
POBox 40028
ROllnoke. VA 24022-7313
November 14, 2006
PA 6598 WACHOVTA
ATTN: TU NGUYEN
.. ..
,
SUBJECT: Verification i Confirmation of Account and Balancc Tnformation provided for:
Customer: DONALD L SWE?\SON (SSN# 174-20-8772)
Date or Death: October 8, 2006
Deposit Account Information
A...-count kcount Data ofDeath Average Dote Mllturi1y Interest .I\c=ed YTD Dote
Type Number l:laJancc HaLancc" Opcn::d Date Rate Inl<<csl llltcrcst J'aid Closed
CERTIFICATE OF DEPO&'IT 247402052622433 $80.704.00 6/612006 9/6/2007 l>Jll.C6 $J.277.25
LEGAL TITLE: DONALD L SVI'EI\-SON
SUE A SIDELL - J'UA
CERTIFICATE OF DEPOSIT 247402062049643 $53,818.J4 6/25/2004 S47.93 $J.292.4O 10/27'2006
LEGAL TITI.I:: DONALD L SWEKSON
SUE A SIDELL-J'UA
CHECKING 101OJ41686712 $80,425.99 6/612006 S&ll.14 $992.66
LEGAL TITI.I:: DONALD L SVlEKSON
SUE A SIDJ::Ll., - PO!\.
CHBCKING 1014224841425 $6,380.34 9/10/1998 $0.28 810.93 10/27t2oo6
LEGAL TITLE: DONALD L SWEKSON
SUE A SIDELL - POA
IRil.
257410090130423
$3,339.23
4/14/1988
$4.07
$158.17
LEGAL TlTI.E: DONALD L SWEKSON
FtJI'B,udiciary ChUm Forminfunll.'1lil.llI, pI",,,,",, ,,,u 1(IlOO)669-2136.
.
~1I0VfA
Reference m: 1 R22Dll2
IR-A.
257410093650292
$2:,920.:0
4/14/19&8
S31.62
$&4IU8
LEGAL TITI.E: OONALD L SWEKSON
For Delleficiary Claim foml information, plealle call 1 (800)G69-2136.
· Due to system limitatiOIl5, we can only provide a twelve month ""crage balance Oll depository accoullts.
Account
Type
EQUITY l..!1\"E
Account
K umner
Revolvin2 Credit InfoTloalion
Dde ofDcath Credit Date Date Times Legal Title
Ralance l.imit Opened Clnwl T .me
4386.542210235682
$0.00
6/28:1999
DONAlD L SWENSOJ\
VISA
431307703244989G
MDNA. Revolving <=lit accounts are no longer serviced by Wacbovia Thmk.l'lCll:!e COlltact MD~A at 800-477-9131.
Nn ~afi: D"fI""it. Rnx: ihulId file en.tome,-
CAP, BROKERAGE and SELF-DIRECTED IRA ACCOUNTS HA VE BEE~ CONVERTED TO WACHOHA SECTTRmES.
YOll{ REQUEST HAS BEEN FORWARDED FOR PROCESSING and WILL BE MAILED UNDER SEPARATE COVER
FOR Q UESTlONS .K.ILGARDlNG CAP, BROKKKAGE, or SEU'-DJ.laCTED IRA ACCOLNTS
PLEASE CALL WACHOVIASECURlTIES at 1-866-874-2717.
· Dute of dCllth bolance does not include accrued interest.
· n' d~te of death OC.Cllrrs on a weekend or a bolid~y, date of death balance does oot include any trallS8ctions that were
made during that time period.
~J1: 4.,;/..:lt
Amy (]TlIyhill
SCIvicenler Associate
Phone: (540)563-7323
. abg; lIJ:
REV-1510 EX + (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Donald L. Swenson
10/08/2006
FILE NUMBER
21-06-0894
SSiI 174-20-8772
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM
NUMBER
1
DESCRIPTION OF PROPERTY
RELAWc?~MR\~ t~b~~~B~~/..~.WJ~~~1flfEEJF t~~~SFER.
ATTACH ACOPY OF THE DEED FOR REAL ESTATE.
Carolyn Bartlebaugh, - gift
from Decedent of 1999
Mercedes-Benz E320 Sedan 4D
automobile on 09/28/2006.
% OF
DECO'S
INTEREST
100.00%
DATE OF DEATH
VALUE OF ASSET
13,025.00
2
Carolyn Bartlebaugh, - cash
gift from Decedent on
09/01/2006.
6,000.00 100.00%
3
Sue Ann Sidell, - gift of
1998 Chevrolet Astro cargo
minivan (with 77,000 miles)
from Decedent on or about
09/15/06.
4,225.00 100.00%
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Inc.
EXCLUSION
(IF APPLICABLE)
3,000.00
3,000.00
TAXABLE VALUE
10,025.00
6,000.00
1,225.00
17,250.00
Form REV-1510 EX (Rev. 1-97)
.1.~"'H'-' J -'-' J.C<'" .1.JUU-"'. - .L U vaLe; r al L y r llvlllg Kt:pOn - lYlerCeaes- .t5enz, J::,-Llass
Page 1 of
Ke~~ey Blue Book
THE TRUSTED RESOURCE.
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80 ye:;m;
advertisement
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1999 Mercedes-Benz E-Class E320 Sedan 4D
i
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Trade- In Value
Private Party Value
Suggested Retail Value
Photo Gallery
Review
BLUE BOOK~ PRlVATiE PUll VALUE ~ WHAT'S THIS?
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Good
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Mileage: 14,000
Engine: V6 3.2 Uter
Transmission: Automatic
Drivetrain: RWD
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10/27/200
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21' KeUey BlueBook
THE TRUSTED llJ:SOURCJ:.
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1998 Chevrolet Astra Cargo Minivan
Trade-In Value
Private Party Value
Suggested Retail Value
Photo Gallery
Blue Book Review
BLUE BOOI{$ PRIVATE PARTY VALUE
-< IJ.lHAT'S THIS ~
Condition J.'.UHHf'S THIS'
Value
.:a Shopping Tools
Excellent
$4,640
Free CARFAX Record Check
Auto Loan from 6.55% APR
Compare Insurance Rates
Payment Calculator
Extended Warranty Quote
Print For Sale Sign
Good
$4,225
Fair
$3,715
BUY A USED CAR
~~~
l.~~~._____._.~
L30 Miles or iess !l!I
ZIP Code 1.1..7.9.55 _j
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Sell Your Van/Minivan
on Blue Book Classifieds'M
Vehicle Highlights
Mileage: 77,000
Engine: V6 4.3L High Output
Transmission: Automatic
Drivetrain: RWD
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Selected Equipment
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REV-1511 EX+(1-97)
. .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Donald L. Swenson
SSiI 174-20-8772
10/08/2006
FILE NUMBER
21-06-0894
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES:
Gingrich Memorials, - marker.
1,275.00
2
Neill Funeral Home, - funeral and cremation.
2,226.40
3
Olive Garden, Karns, Walmart, - food and plasticware (plates,
cups, flatware) for funeral luncheon.
275.77
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Sue Ann Sidell
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 630 Main Street
City Gorham State NH Zip 03581
24,695.00
Year(s) Commission Paid:
2007
2.
3.
Attorney's Fees Law Offices-Marlin R. McCaleb
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
24,695.00
City
Relationship of Claimant to Decedent
State
Zip
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Brett Lechthaler, - appraisal of real estate.
300.00
2
C. W. Junkins Associates, Inc., - survey of real estate to
provide legal description of property for transfer pursuant to
Item THIRD of Will.
2,596.52
3
Chuck Bricker Auction Services, Inc., - auctioneer's commission
on public sale.
1,848.00
4
DHL Express, - express mail documents to and from Executrix.
55.76
5
DHL Express, - express mail.
13.50
Total of Continuation Schedule(s)
2,739.40
TOTAL (Also enter on line 9, Recapitulation) $ 60,720.35
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
Estate of: Donald L. Swenson
Soc Sec #: 174-20-8772
Date of Death: 10/08/2006
Item
#
Continuation of Schedule H-B7
(Other Administrative Costs)
Description
Amount
6
H & R Block, - preparation of 2006 federal and state final income
tax returns.
280.00
7
Marlin R. McCaleb, Esq., - reimbursement for costs advanced
(Register of Wills, short certificate: $4.00; Cumberland County,
copy of tax map: $3.50).
7.50
8
Marlin R. McCaleb, Esq., - reimbursement for probate fees,
advertising Letters (Cumberland Law Journal), advanced.
485.00
9
Recorder of Deeds, - Realty Transfer Tax on sale of real estate.
1,200.00
10
Register of Wills, - filing Inventory and Appraisement.
30.00
11
Reserve, - for filing Account, Releases, etc.
250.00
12
The Patriot-News, - advertising Letters.
124.17
13
The UPS Stores, - express mail.
24.04
14
The UPS Stores, - express mail.
24.04
15
U-Haul, Michaels, Walmart, - packaging materia1(boxes, paper,
tape, glue) for packaging Decedent's household goods for delivery
to auctioneer.
277.30
16
UPS, - express mail.
37.35
2,739.40
. ., ~
REV-1512 EX + (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Donald L. Swenson
FILE NUMBER
21-06-0894
S Sfl 174 - 20 - 8772
10/08/2006
Include unreimbursed medical expenses.
ITEM
NUMBER
1
AMOUNT
149.95
DESCRIPTION
ABC Fuel, - account payable, cleaning furnace.
2
ATT, - account payable, telephone.
18.42
3
Comcast, - account payable, cable TV.
47.81
4
Holy Spirit Hospital, - account payable, medical.
1,250.00
5
Lower Allen Township, - account payable, sewer/refuse.
94.05
6
Lowes, - account payable, new toilet.
376.48
7
PA American Water Co., - account payable, water.
83.64
8
PA Department of Revenue, - account payable, 2006 state income
tax (final return).
1,248.00
9
PP&L, - account payable, electric.
129.87
10
Quantum Imaging & Therapeutic, - account payable, medical.
275.00
11
Spirit Physician Service, - account payable, medical.
23.34
12
Sprint Physicians, - account payable, medical.
35.00
13
Terminix, - account payable, insect treatment.
309.08
14
U. S. Treasury, - account payable, 2006 federal income tax (final
return) .
6,033.00
15
Verizon, - account payable, telephone.
24.28
16
Victims Compensation Assistance Program, - account payable,
reimbursement for check erroneously issued to Decedent on
07/18/06.
2,543.25
17
West Shore EMS, - account payable, medical.
50.00
18
West Shore EMS, - account payable, medical.
50.00
TOTAL (Also enter on line 10, Recapitulation) $ 12,741.17
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
. . ~ .
REV-1513 EX + (9-00)
SCHEDULE J
BENEFICIAR IES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Donald L. Swenson SS# 174-20-8772
10/08/2006
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
1
John Betlock
72 May Drive
Dillsburg, PA 17019
Sue Ann Sidell
630 Main Street
Gorham, NH 03581
Matthew Farrell
60 West Fairway Drive
Camp Hill, PA 17011
Carolyn E. Bartlebaugh
5030 Erbs Bridge Road
Mechanicsburg, PA 17050
Friend
(per Item FOURTH)
2
Niece
(per Item FIFTH
and Schedule G)
Friend
(per Item THIRD)
3
4
Friend
(per Item SEVENTH
and Schedule G)
FILE NUMBER
21-06-0894
AMOUNT OR SHARE
OF ESTATE
10,000.00
121,225.00
25,000.00
129,125.28
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Hospice of Central PA, - charitable bequest per Item SIXTH of
Will.
2
The Eastern Paralyzed Veterans Association, - charitable bequest
per Item SIXTH of Will.
3
The Helen O. Krause Animal Foundation, Inc., - charitable bequest
per Item SIXTH of Will.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
25,000.00
25,000.00
20,000.00
70,000.00
Form REV-1513 EX (Rev. 9-00)