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Home My WebLink About06-20-07 . R_EV.t500EX (H'J)~ REV-1500 INHERITANCE TAX RETURN , RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUM~O (p / I 30 ~iCOOE YEAA- - NUMSER- - - - ' SOCIAL SECURITY NUMBER 199 - 07 6561 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I- Z W C W Co) W C DECEDENfS NAME (LAST, FIRST, AND MIDDLE INITIAL) Bear, Helen I. DATE OF DEATH (MM-DD-YEAR) 12/11/2006 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder'Retum (dale ofdealh pilorb 12-13-82) o 5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AltachSch0) DATE OF BIRTH (MM-DD.YEAR) 07/26/1919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A ~ ~~~ U"U woo J:a:..J uQ,1lI ~ [R] 1. Original Return D 4. Limited Estate ~ 6. DecedentDied Testate (AItach copy ofWdl) D 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale 01 d.ath aller 12-12-a2) o 7. Decedent Maintained a living Trust (AItach OOPY olTrust) o 10. Spousal Poverty Credit (dale ot d..lhbalwean 12-31-91 and 1+95) NAM~nthony L. DeLuca, Esquire FIRM NAME (If App/IcabIa) COMPLETE MAILING ADDRESS P.O. Box 358 113 Front street Boiling Springs, PA 17007 OFFICIAL USE ONLY ~ = = --- ,g "'0 ;1;:r (") Cl:p: r- t ~m ",~":;'" .:0 , ~cr5^ , "e) -00 '. ~_-n "- ::0 -; ~ N <::) ""tl ::.t::: '>:> x.O_ (15) x.O_ (16) x .12 (17) x .15 (18) 28,079.98 28,079.98 (19) TELEPHONE NUMBER 717-258-6844 (1) (2) (3) (4) (5) $124,000.00 56,499.39 -0- -0- 9,256.98 -0- (8) $194,737.43 z o 3 ~ l- e: < (.) w 0::: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. JoinUy Owned Property (Schedule F) o Separate Billing Requested 7. Inter.Vlvos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses 6. AdrnlnlstraUve Costs (Schedule H) 10. Debts of Decedent, Mortgage UablllUes, & Liens (Sche4ule I) 11. Total OeducUons (total Lines 96.10) 12. Net Value of Estate (Une 8 minus Line 11). 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an electJon to tax has not been made (Schedule J) , (11) (12) (13) 7,537.55 187,199.88 -0- (6) (7) 4,981,.06 (14) 187,199.88 6,851.81 (9) (10) . 685.74. 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES z o ~ ~ ~ a.. :!: o o ~ 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount ,of Line 14 taxable at Iineal.rate 17. Amount of Une 14 taxable at sibling rate 18. Amount of Une 14 taxable at collateral rate $187,199.88 19. Tax Due CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS Pete:r;-sburg Road , 818 CITY ,earlisle, .1 STATE PA I ZIP 17015 . . . Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) $28,079.98 -0- -0- -0- (2) -0- 3. Interest'Penalty If applicable D. Interest E. Penalty -0- -0- -'-0- 4. , . .' q '. .rotarlriterest'Penalt}i (0 + E )' (3) If Line 2 is.greater than Line 1 + Line 3, enter the difference. This Is the OVERPAYMENT; Check box on Page 1 Lhle 20 to request a refund (4) 5. If Line 1 + Line 31s greater than Line 2, enter the difference. This Is the TAX DUE. . A. Enter the interest on the tax due. (5) $28,079.98 . (5A) -0- 8. Enter the total of Line 5 + 5A. this is the BALANCE DUE. (58) $ 2 8 , 079 . 98. Make Check Payable to: REGISTER OF WILLS, AGENT . " . PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS' 1. Old decedent make a transfer and: Yes No a. retain the use or Income of the' property transferred;.......................;.....,............................................................. D !Xl b. retain the right to designate who shall use the property transferred or its income; .:..................................:....... 0 !Xl c. retain a reversionary Interest; or..............................................~............................................................................, D. 00 d. receive the promise forUfe pf either payments, benefits or care? .............................................:........................ 0 f&] 2. If death occurred atter December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ...........,.........,........................"..,...."..".,.........."...........,',.........,.....'.',.., D 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? .,......................................................................... ............. ........... ....., ............. ..' lZJ ~ !XI o IF THE ANSWERTO ANY OF THE ABOVE QUESTIONS IS YES; YOU MUST COMPLETE SCHEDULE G AND FILE'IT AS 'PART OF THE RETURN: nder penalties of perjuiy, I declare 1Iiat I have examliledthls return,lncludlng accompanying schedu~'and statements, and to lh8 best of my knowledge and bellef.It'is'tnJe, correct and'complete.' '........ '... e Uon parer other Ihan the pe represerftaUve Is baSed on all Information of which preparer has any knowledge, C' . . ;IG J OF PER E 0 ,lBlE FOR FILl2TU I/u/S DDRESS /:- (> .;8'C)C JrP, I/J r/'dNf- JV1."'''~ 1101 ftWG"S',f1NAIQ>; /;?- /7007 ~r 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% 2 P.S. ~9116 (a) (1.1) (i)]. )f 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)]. . 1e 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 e surviving spouse is the only benefiCiary., \ ~. \.~0 . )r dates of death on or atter July 1, 2000: ~~ \).~ \.~ . 1e tax rate Imposed on the net value of. transfers from a d,eceased cfin'd twenty-one years of age or younger at death to or for the use . of a natural parent, an adoptive parent, . a stepparent of the child is 0% [72 P.S. ~9116(a}(1.2)]. . 1e 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 )]. 1e tax rate imposed on the net value of transfers to or fortbe use ofthe.decedenfs sibliiigsis12'% [72 P.S. ~9116(a}(1.3)]. A sibling is defined, under Section 9102, as an dividual who has at least one parent In common with the decedent, whether by blood or adoption. - . . REV-15C!2'EX+ (12.85) *' COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECE DENT SCHEDULE A REAL ESTATE ESTATE OF . . FilE NUMBER Helen I. Bear (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Residence situated at 818 Petersburg Road, Carlisle, PA 17015. See attached appraisal. $124,000.00 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of same size.) $ 124,000.00 RE../.15'O~ EX + 1.1.86) ~.k.' ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS AND BONDS I ; "StATE OF FIL~ NUMBER Helen I. Bear ;AII property jointly-owned with Right of Survivorship must be disclosed on Schedulo F.} ITEM '-lUMBER DESCRIPTION VALUE AT DATE OF DEATH -.... "; .. .' 2,934.440 shares of AIM Charter Fund - Class A @ $15.41 per share. $ 4 5" 21 9 . 7 2 j!' 2. 914.815 shares of putnam Asset Alloc. FD Balanced Portfolio Class A Shares @ $12.33 per share. 11,279.67 ~. , . ,. " TOTAL (Also enteron line 2, Recapitulation) s 56,499.39 . . .,,"~ ~. ".." *' COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE C CLOSELY HELD STOCK, PARTNERSHIP AND PROPRIETORSHIP Helen I. Bear Please Print or Type FILE NUMBER ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. NONE -0- TOTAL (Also enter on line 3, Recapitulation) $ -0- (If more space is needed, insert additional sheets of same size.) REV-1507 EX+ (7-83) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "0" MORTGAGES AND NOTES RECEIVABLE FILE NUMBER Helen T. Bear (All property Jointly-owned with Right of Survivorship must be disclosed on Schedule'''F'') ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. NONE -0- TOTAL (Also enter on line 4, Recapitulation) $ -0- lif more space Is needed insert additional sheets of same size) . ,REV.'SOSEH{!.97) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen I. Bear FILE NUMBER Indude 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 1. DESCRIPTION Interest checking account, #50-8057-3986, at PNC Bank VALUE AT DATE OF DEATH $1,819.14 2. Performance Money Market Account, #50-0370-6327, at PNC Bank 5,276.84 3. Items of miscellaneous personal property. See attached appraisal. 1,241.00 4. 1993 Ford Crown Victoria LX Sedan 4 Door - Blue Book Trade In Value See attached Blue Book Trade In Value. 920.00 TOTAL (Also enter on line 5, Recapitulation) $ 9,256.98 {If mnrp. ~n:l(,.p. i~ nP.P.f1prl iMPrt :lrlrlitinn:ll ~hcptc: nf tho ~"mo ~i7o\ ~f~ 1509 EX + 112.'SI . COMMONWEAlJH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Helen I. Bear I FILE NUMBE. Joint tenont(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. NONE B. c. Jointly-owned property: ITEM I NUMBER! I 1. I LETTER FOR JOINT TENANT DATE MADE JOINT I I I I i ! DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSeT I I DECO'S i % INT. DOLLAR VALUE OF DECEDENT'S INTEREST i ; i I i I I I I i I- I I I r I , I I ! I I i I I I I I I I I I I r I I I I I I I I TOTAL.(Also enter on line 6, Recapitulation) (If more space is needed insert additional sheels of same size) s o REV-1510 EX+ (2-871 ~j~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE ESTATE OF FILE NUMBER Helen I. Bear THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECD. DOLLAR VALUE EXCLUSION % OF DECEDENT'S NUMBER Include nome of the transferee, their relationship to decedent, dote of transfer. OF ASSET INT. INTEREST 1 . Traditional IRA, #6001008064, -0- :1>4,981.06 100% $4,981.06 at PNC Bank TOTAL (Also enter on line 7, Recopitulation) S 4,981.06 (If more space ;s needed, insert additional sheets of same size.) 'REV.1511 EX+ 17,881 ESTATE OF ITEM NUMBER A. B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. ~. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type , FILE NUMBER Helen I. Bear I DESCRIPTION AMOUNT Funeral Expenses: 1. Prepaid -0- 1. lAd" . C " I Personal Representative Commissions . m~:::o:~V~';I:':~mbe' of ~"oool Repm,eo'ol;ve Year Commissions paid 2. Attorney Fees Anthony L. DeLuca, Esquire 6,300.00 3. Family Exemption Claimant Address of Claimant at decedent's de~th Street Address City Relationship State Zip Code Probate Fees 318.00 Miscellaneous Expenses: Legal Advertising - Cumberland Law Journal 75.00 Legal Advertising - The Sentinel 158.81 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of same size.) S 6,851.81 IV.1512 EX+ (9.81) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT " DECEDENT ESTATE OF SCHEDULE "I" DEBTS OF DECEDENT, MORTGAGES, AND LIENS FILE NUMBER Helen I. Bear ITEM NUMBER DESCRIPTION AMOUNT 1. The Ohio Casualty Group - Homeowner's Insurance 108.41 2. EMBARQ - Telephone 31.87 3. Met-Ed - Electric 182.00 4. Comcast - Cable 4.36 5. Diversified Appraisal Services Appraisal of Real Estate 300.00 6. The Patriot News - Newspaper 9.10 7. Roy D. Gottshall - Appraisal of Personal Property 50.00 TOTAL (Also enter on line 10, Recapitulation) $ 685.74 ",""..".,. '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Helen I. Bear FILE NUMBER NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1. Steven E. Bear 410 Heisers Lane Carlisle, PA 17013 Great Nephew 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE NONE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NONE 1. TOTAL OF PART n . ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ - 0 _ (If more space IS needed, Insert additiona~sheets of the same size) . :~ \ D \J) \. \'?j) LAST WILL AND TESTAMENT OF HELEN I: BEAR I, HELEN 1. BEAR, a resident of Carlisle, Cumberland County, Pennsylvania ~ o t:r' ';:-; 0 r.:::J being of sound mind, memory and understanding, do hereby make, publish arnl.Jpgare 8 ~ol- \ '~'n-' N this to be my Last Will and Testament, hereby revoking all Wills and Codicils~iifbfonP -0 ) :=;. made by me. ~.5 --; \'Ol ITEM 1: I direct that all my just debts, the expenses of my last illness 'and funeral expenses be paid as soon after my decease as the same can conveniently be done. ITEM 2: I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this Will or otherwise, excluding, however, any property over which I have a taxable power of appointment, provided, however, that no residuary beneficiary shall by reason of this provision be denied the benefit of any deduction, credit, favorable rate of tax or other benefit which by law enures to such beneficiary. ITEM 3: I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate ',.A/I.. ~ ':)--._ I HELEN 1. BEAR "t'{ ~~.., - -:? ~';:.>>'L 1 <-:: c..n U1 ;::p\ '( ") ,- ) ~jJ T~::~ CJ .J <=.) .'i -:~~ ( ) !'rt LAST WILL AND TESTAMENT OF HELEN 1. BEAR at the time of my death, unto my great nephew, STEVEN E. BEAR, provided, however, that he survives me and is living sixty (60) days after the date of my death. ITEM 4: If and in the event that my great nephew, STEVEN E. BEAR, does not survive me and is not living sixty (60) days after the date of my death, then and in such event, I give, devise and.bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my death, unto my nephew, ARTHUR E. BEAR. ITEM 5: I hereby nominate, constitute and appoint my great nephew, STEVEN E. BEAR, Executor of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other surety is required of him in this or any other jurisdictibn for his performance of this office. If and in the event that my great nephew, STEVEN E. BEAR, does not survive me and is not living sixty (60) days after the date of my death, or does not complete his duties as Executor, then and in such event, I hereby nominate, constitute and appoint my nephew, ARTHUR E. BEAR, Executor of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, ';(.L,. d..... --1' 'J ---. -~u, -d.... ,t'r.-r.....,.,,,.~.... , . HELEN 1. BEAR 2 . LAST WILL AND TESTAMENT OF HELEN I. BEAR and direct that no bond or other surety is required of him in this or any other jurisdiction for his performance of this office. ITEM 6: If any provision of this Will or of any Codicil hereto is held to be inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof shall continue to be fully operative and effective, so far as is possible and reasonable. IN WITNESS WHEREOF, I, HELEN I. BEAR, the Testatrix, have to this my Last Will and Testament, typewritten on three (3) consecutively numbered pages, subscribed my name and affixed my seal this1:;-.:?~ay of November, 2006. ,~-/ < ",i' .~.~ " r~--ceL.-"<_ Z ,(:3 HELEN I. BEAR _a:~.f1.~~ .;[...~,'l.. (SEAL) Signed, sealed, published and declared by the above named HELEN I. BEAR, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. al~~"idingat //.. S ~CJ ~/'y.' -P7'-,,7 -e> ~7 ~ te,,, /-- ~/ t!P ~ '-'..-A/o..J< JfJ4..>/ ~ ". . ?. /' E " (:::'lJMra~j)~iding at 3 " t ~ t l I APPRAISAL REP 818 PETERSBURG ReAD CARLISLE, PENNS~A:NIA PREPARED FOR THE ESTATE OF HELEN I. BEAR BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES 35 EAST mGH STREET, SUITE 101 CARLISLE, PENNSYLVANIA 17013-3052 (717) 249-2758 f t L l I L I 1 I I t t I I I I I I I . APPRAISAL CERTIFIQIIION ~': I hereby certify that upon application for valuation,f~ the undersigned personally inspected the following des roperty: All that certain piece or parcel of land, with the in South Middleton Township, Cumberland County, P follows: ovements thereon erected, situate vania, bounded and described as Beginning at an iron pin in the center of the publ~ known as the Petersburg Road, which point is a comer of land ofC.B. Coffey; thence allf.lands of the said Coffey, South 80 degrees 45 minutes West, a distance of 142.8 feet to a postm line oflands of Paul Kline; thence along lands of the said Kline, North 6 degrees W~a distance of 520.5 feet to a point in a public road; thence along said road, South 87 degrees3idJjnutes East, a distance of 171.8 feet to a point in the center of the aforesaid Petersburg Road; thence along the center of the said Petersburg Road, South 3 degrees 30 minutes East, a distance of 485.9 feet to a point, the place of beginning. Containing 1.8 acres. To the best of my knowledge and belief the statements contained in this report are true and correct, and that neither the employment to make this appraisal nor the compensation is contingent upon the value reported, and that in my opinion the Market Value as of December 11,2006 is: ONE HUNDRED TWENTY-FOUR THOUSAND DOLLARS $124,000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. ~~ LarrY E. Foote Certified General Appraiser GA-000014-L 3 ~, A [::"-,, 7- /2.~/ ._ ->- .C::-.~~,"/..' ,;;;,:.~._."":; ~<_'."';'-" -1--., &,.f._,~( C"" .. :.:.2 .' ff/ F ;ie2a~t:"J;r~ ~/# C a:;/~c;~;';J t.;; / nl; , ~.,L2~~,:../~..,~~~/;,,~~.??,,~,:,,?~~t., ~':' / /" -- ~- /' r- G'~,/ is?'' -. A /;<~ .... -::'.>:;;-;;/ h -"'... ..... ../'1 .4.4 ....,.~ # ~~''''"'. /~~c"_-",,/_....p"'~' __.(;..._, " -"..) " /"/ 0.c~. ~ (/ <=-,---€!!.a~1.. ;C. .. ........j r-"'-'."",(' .. .." ,..__."..'-:--.,.... 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Condition Value Excellent $1,500 Good SI,300 Fair .t $920 (Selected) Vehicle Details ;i)l\!llIillll!l~!I Mileage: Engine: Transmission: Drivetrain: 98,000 V8 4.6 Liter Automatic RWD III ill Selected Vechile ! .~ ilr111 I ~iIIillll!l!lIl!lmfu!l!lM(!&_ Air Conditioning Power Steering AM/FM Stereo LQJ.l!!~~a)_. 1 H'""'Tm~m WOO 1l!l!lOO!l Power Windows Tilt Wheel Cassette Power Door Locks Cruise Control Alloy Wheels Blue Book Trade-In Value Trade-in Value is what consumers can expect to receive from a dealer for a trade-in vehicle assuming an accurate appraisal of condition. This vallie will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings Excellent $1,500 r.:xx:xlD "Excellent" condition means that the vehicle looks new, is in excellent mechanical .,.- . ~ condition and needs no reconditioning. This vehicle has never had any paint or body work and is free of rust. The vehicle has a clean title history and will pass a smog and safety inspection. The engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. The vehicle also has complete and verifiable service records. Less than 5% of all used vehicles fall into this category. Good $1,300 DDDr.ltJ "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean title history, the paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fair (Selected) '" $ 9 20 t::.1f'X.1iCj;;'j "Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. This vehicle has a clean title history, the pai11l, body and/or interior need work performed by a professional. The tires may need to be replaced. There may be some repairable rust damage. Poor N/A "Poor" condition means that the vehicle has severe mechanical and/or cosmetic defects and is in poor running condition. The vehicle may have problems that cannot be readily fixed such as a damaged frame or a rusted-through body. A vehicle with a branded title (salvage, flood, etc.) or unsubstantiated mileage is considered "poor." A vehicle in poor condition may require an independent appraisal to determine its value. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of cars in this category varies greatly. · Pennsylvania 1/23/2007 INVENTORY / REGISTER OF WILLS OF CUMBERLAND 26if1YWztlpmYfiV ANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND steven E. Bear } SS . m~Qlf 130 FJle Numbt>RPHAl~'~ COURT CUMGC~I.}~.~D CO r,~ Personal Representative(s) of the Estate of Helen I. Bear deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwea1th of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a emo dum at the end of this inventory. ~~ I verify that the statements made in this Inven- } tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. ~ 4904 relating to unsworn falsification to authorities. Attorney -- (Name) Anthony L. DeLuca, Esquire (Address) P.O. Box 358, 113 Front street, (Telephone) 717-258-6844 (Supreme Court lD. No.) 1 8067 Boiling Springs, PA 17007 DATE OF DEATH T LAST RESIDENCE 12/11/06 818 Petersburg Rd., Carlisle, PA I FIGURES MUST BE TOTALED I 1. Residence at 818 Petersburg Road, Carlisle, PA 2. 2,934.440 shares of AIM Charter Fund _ Class A @ $15.41 per share DECEDENT'S SOC. SEC. NO. 199-07-6561 $124,000.00 3. 914.815 shares of Putnam Asset Alloc. FD Balanced Portfolio @ $12.33 per share 45,219.72 4. Interest checking account at PNC Bank 11,279.67 5. Performance Money Market Account at PNC Bank 6. Miscellaneous Personal Property 7. 1993 Ford Crown Victoria 1,819.14 5,276.84 1,241.00 920.00 (Attach additional sheets as needed) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each Item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. i 3301 (b)) TOTAL: $ 189 . 75 6.. 3 7 FormRW-09 rev. /0./3.06 17