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Home My WebLink About09-19-07 l " ~ ~ 15056051058 REV-1500.x( -05) P A Department of Revenue Bureau of Individual Taxes . INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Year 121 107 I I File Number ,---------; i 0003 Date of Birth 162-16-9835 12/23/2006 . 12/28/1915 Decedent's Last Name Suffix : Dr. Decedent's First Name iJohn MI G. Cober (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI None Spouse's Social Security Number - ---+-----+.--______ ---__.1 _____ \..-....-_.,__.____~________..______._ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW .. 1. Original Return c::> 2. Supplemental Return c::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c::> 4. Limited Estate c::> c::> 4a. Future Interest Compromise (date of death after 12-12-82) .. 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::> 10. Spousal Poverty Credit (date of death c::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: .. 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o 8. Total Number of Safe Deposit Boxes c::> Name Daytime Telephone Number -----__._ __..__..____..___." _.... n_...._ S. Berne Smith, Esq. Firm Name (If Applicable) : 717-737-6789 !'.) :------.-.---. --~- --Q------ -.. -- _.g-- ,; 0 -.I REGISTER-~~{i~ USE~-L; -1-:.-.;- '/rn ~~-) ?:? \.0 First line of address 107 N. 24111 Street ------~ ' ~~-") (-) Se2 ~Crl Ii _~ tJ --J DAtE FILED :.""1!lo ::.:;: Second line of address -; ," - '\ City or Post Office Camp Hill State ZIP Code ,..---.--.. -...-_______._. _'n. _ ___._ l~~~.~_1~~_~~.___.______.______... "0'\ ,_._--------~ .-- . . IPA Correspondent's e-mail address: S~b_e!~~~~~_~_~?.. ?_o_m 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. eclaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ;r;:E WNSIBLE FORFILlNG R:~RN Linda J. COber,_Ex~lrix . 305 Somerset Drive, Shiremanstown, PA 17011-6539 --------.---------------------.-- -- SIGN.JATU']J OF. PREPARER OT. nH"'E..~R. ;1",. HAN. RE..P. RESENTATIVE ...~ ( IJ.R./-.-.-............. ,<~...-"_1_~ _ S. Berne Smith, Esq. ADDRESS 107 N. 24111 Street, Camp Hill, PA 17011-3602 ....- _}Jl;;l DATE 9- I 7..... 2. tJ c, 7 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 --1 c:iM . ---.J 15056052059 REV-1500 EX Decedent's Name: John Cober RECAPITULATION 1. Real estate (Schedule A) 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) c:) Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c::> Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. :t~~~~~~fu;~~;x4 r~~~~~~ transfers under Sec. 9116 (a)(1.2) XQ...__. 16. Amount of Line 14 taxable at lineal rate X .045 17 Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 $1,311,180.60 19. TAX DUE 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056052059 L i 162-16-9835 Decedent's Social Security Number ..---- -~_... -.. - -.--------- 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 15056052059 $0.00 $0.00 $0.00 $0.00 $39,886.69 $0.00 $1,322,131.70 $1,362,018.39 $41,095.70 $9,742.09 $50,837.79 $1,311,180.60 $0.00 $1,311,180.60 $0.00 $59,003.13 $0.00 $0.00 $59,003.13 c::> ---.J REV-1500.cX Page 3 File Number Qecedent's Complete Address: -~~. , 21 I i 07 : i 0003 '--------.J '-------J . DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER John Caber 162-16-9835 STREET ADDRESS 31 0 Somerset Drive CITY ISTA TE IZIP Shiremanstown PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B Prior Payments C. Discount (1 ) $59,003.13 $53,000.00 $2,775.08 Total Credits ( A + B + C ) (2) $55.775.08 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( D + E ) 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) $0.00 (4) $0.00 (5) $3,228.05 (5A) (5B) $3,228.05 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 No a. retain the use or income of the property transferred; 181 0 b. retain the right to designate who shall use the property transferred or its income; 181 0 c. retain a reversionary interest; or 181 0 d. receive the promise for life of either payments, benefits or care? 0 181 2. If death occurred after December 12, 1982, did decedent transfer property within one 0 181 year of death without receiving adequate consideration? 0 181 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 181 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? 181 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 transfers to or for the use of the surviving spouse is three (3) percent [72 P .S. 99116 (a) (1.1) (I)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent[72 P .S. 99116 (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 zero (0) percent [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, 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 twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV.1508 E)( + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF John Caber FILE NUMBER 21-07-0003 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 1. 2. 3. 4. 5. 6. 7. DESCRIPTION Car: Decedent owned a 2000 Buick Regal LS Sedan 40. It was in poor condition due to body damage, brake problems and soiled interior. The ABS brake system was deemed not worth repairing. For Kelley Blue Book value at date of death, see Attachment 3 hereto. Cash on hand at date of death: VALUE AT DATE OF DEATH $3,415.00 $48.36 Checking Account: Decedent's checking account was held by Commerce Bank, NA, Mechanicsburg, PA. Account # 0537148801. Its value at date of death was $23,150.23. See Attachment 4 hereto, copy of letter from Commerce Bank dated September 6,2007. This includes both the principal and accrued interest. Savings Account: Commerce Bank, NA, Mechanicsburg, PA. Account # 0626721.740. Date of death value was $2,505.61. See attachment 4 hereto. This includes both the principal and accrued interest $23,152.72 $2,505.61 Estimated value of furniture owned at date of death. Decedent had been in the nursing home for some 3 months prior to his death; much of his furniture had been given away by him prior to his death and had a nominal value. $3,500.00 Federal Income Tax refund for 2006. See Attachment 5, a copy of the Decedent's 2006 federal tax return form 1040 pages 1 and 2. $5,092.00 Pennsylvania State Income Tax refund for 2006. See Attachment 6, a copy of the Decedent's 2006 Pennsylavania tax return form PA 40 pages 1 and 2. $2,173.00 TOTAL (Also enter on line 5, Recapitulation) I (If more space is needed. insert additional sheets of the same size) $39,886.69 REV-1510 E\ + (6-98) . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John Cober FILE NUMBER 21-07-0003 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF DECO'S TAXABLE ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH INTEREST EXCLUSION VALUE NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET (IF APPLICABLE) Except for the assets listed on Schedule E above, all of the remainder of the assets of Decedent were held in The John G. Caber Living Trust dated February 15, 1996. A copy of the Certificate of Trust is attached hereto. The assets held in the trust consisted of real estate, annuities, and investments in financial instruments and accounts. These assets are described in separate schedules attached hereto, but all of which together comprise this Schedule G. 1. Real Estate: See schedule A attached hereto. $652,498.00 100.0% Zero $652,498.00 2. Ameriprise Brokerage Account: See schedule B attached hereto. $449,095.06 100.0% Zero $449,095.06 3. RiverSource Life Insurance Company Annuity # 93005901940 4 004. See $48,999.86 100.0% Zero $48,999.86 copy of letter dated January 4,2007, from Christine A. Meath of Ameriprise to John A. Benkovich regarding date of death valuations for the three annuities held in the John G. Caber Living Trust at the time of his death, Attachment 8 hereto. 4. RiverSource Life Insurance Company Annuity # 93006782207 0 004. See $35,510.16 100.0% Zero $35,510.16 copy of letter dated January 4,2007, from Christine A. Meath of Ameriprise to John A. Benkovich regarding date of death valuations for the three annuities held in the John G. Cober Living Trust at the time of his death, Attachment 8 hereto. 5. RiverSource Life Insurance Company Annuity # 93007750451 0 004. See $136,028.62 100.0% Zero $136,028.62 copy of letter dated January 4,2007, from Christine A. Meath of Ameriprise to John A. Benkovich regarding date of death valuations for the three annuities held in the John G. Caber Living Trust at the time of his death, Attachment 8 hereto. $1,322,131.7 TOTAL (Also enter on line 7, Recapitulation) 0 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John Cober REV-1502EX; (6-98) '* Real Estate - Schedule A to Schedule G FILE NUMBER 21-07-0003 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 right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2 DESCRIPTION Single family house located at 5003 Ravenwood Road, Mechanicsburg, PA 17055. This property was purchased in July, 2006, and the sale price was $394,900.00. See copy of deed from Ralph J. Iacono to John G. Cober, and subsequent deed in October, 2006, from John G. Cober to the John G. Cober Living Trust, both of which are attached hereto as Attachment 7. VALUE AT DATE OF DEATH $394,900.00 Single family house located at 310 Somerset Drive, Shiremanstown, PA 17011-6538. This was Decedent's residence at the time of his death. The property is also held in the John G. Cober living Trust, having been placed therein by deed recorded February 22, 1996, at the Cumberland County, PA, Courthouse. It is recorded in Deed Book 135, page 299, and was from John G. Cober and his wife, Thelma T. Cober, to the John G. Cober and Thelma T. Cober Living Trust. Thelma T. Cober died May 8, 2002. See Attachment 8, which is a copy of the deed. Fair market value of the property has been established by a careful market analysis to be $257,598.00. See Attachment 9 hereto, a letter from the realtor who made the analysis, supported by her 10 pages of data. The closest comparable at 615 Somerset Drive is on the same street, and it sold for $250,000.00 on November 8, 2006, within two months of Decedent's date of death. The assessed value of the property for tax purposes is $173,510.00. $257,598.00 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $652,498.00 . REV.1503EX: (6.98) . Stocks and Bonds - Schedule 8 to Schedule G COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 21-07-0003 John Caber FILE NUMBER All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE OF DEATH 1. 2. DESCRIPTION All of the investments owned by Decedent at date of death were in the John G. Caber Living Trust. These investments consisted of three annuities, a brokerage account with three individual stocks, and a managed portfolio comprised of eleven mutual funds. All of these assets were held by Ameriprise Financial Services as custodian. The three annuities have been listed separately on Schedule G. The remaining investments are listed on this Schedule B, but the total is included on Schedule G because of the ownership by the trust. Ameriprise ONE Financial Account # 00056406853 4 021. Date of death values of the three stocks held in this account total $37,920.68. See Attachment 10 hereto, being the letter of January 4,2007, directed to John A. Benkovich, Jr., of Ameriprise Financial Services in Camp Hill, PA, reflecting the "Death Settlement." The three individual stocks with their individual date of death values are shown on the second page. $37,920.68 SPS Advantage ONE Features Account # 000472410703021. Date of death values ofthe eleven mutual funds held in this account managed by Ameriprise total $364,853.08. Cash in the account was $46,321.30. The total of the account was $411,174.38. See Attachment 10 hereto on which the individual values of the eleven mutual funds are separately shown on the second page. The cash in the account is also separately stated on Attachment 10. $411,174.38 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) $449,095.06 REV-1511 E" + (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John Cober FILE NUMBER 21-07-0003 ITEM NUMBER A. 1_ 2_ 3. B. 1_ ... ' 2. 3. 4_ 5_ 6_ 7_ 8_ 9_ 10. 11. 12. 13. 14_ 15. 16. Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: Myers-Harner Funeral Home, Camp Hill, PA James Gingrich Memorials -Inscription on head stone Cost of opening grave, flowers, reception after funeral and related matters ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City Year(s) Commission Paid: Attorney Fees: S. Berne Smith, Esq. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)(Attachment 11) Claimant Sandra G. Cober Street Address 5003 Ravenwood Road City Mechanicsburg Relationship of Claimant to Decedent State Zip State PA Zip 17055 Daughter Probate Fees Accountant's Fees Tax Return Preparer's Fees Souder Tax Service for 2006 tax returns Postage expense Photocopy expense Filing fees Other office expenses Estate notices - The Sentinel and the Cumberland law Journal Homeowners insurance on 5003 Ravenwood and 310 Somerset Routine maintenance and termite and pest control Utilities - sewer, trash, electric, water for 310 Somerset Umbrella Liability Insurance Policy because of the swimming pool Insurance on Auto to keep license from being surrendered TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT $10,279.00 $160.00 $1,435.99 $20,000.00 $3,500.00 $130.00 $190.00 $24.41 $31.50 $35.00 $6.50 $204.97 $1,407.85 $1,013.37 $1,995.17 $362.94 $319.00 $41,095.70 REV-1512 E~ + (12-031 '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John Cober FILE NUMBER 21-07-0003 Record debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. 2 3. 4. 5_ 6. 7. 8. DESCRIPTION Payment of pledge balance to Camp Hill Presbyterian Church for 2006. Lawn Doctor for 2006 Payment for car inspection and repairs necessary to pass inspection (other than new brakes) Repayment to state retirement system for December, 2006, and January 2007. PA Department of Revenue for 2006 taxes United States Treasury for 2006 taxes Repayment to Sun Life Financial for annuity payments erroneously paid for January-August, 2007 Christmas checks which had not cleared prior to Decedent's death AMOUNT $275.00 $163.41 $1,056.52 $2,431.80 $2,000.00 $1,000.00 $1,615.36 $1,200.00 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) $9,742.09 REV-1513'EX + (9-00)) ~.~~~- ~ SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John Cober FILE NUMBER 21-07-0003 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I- TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Linda J. Cober, 305 Somerset Drive, Shiremanstown, PA 17011-6539 Daughter Y:z of the net value (NOTE: Under the will and trust, Linda J. Cober is the sole beneficiary of the of the residue of estate. However, by writing dated August 1, 2007, Linda J. Cober disclaimed the estate. an interest in one half of the value of the residue of the estate and trust. See Attachment 12, hereto.) 2. Sandra G. Cober, 5003 Ravenwood Road, Mechanicsburg, PA 17055 Daughter % of the net value of the residue of the estate. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00 (If more space is needed, insert additional sheets of the same size) ATTACHMENT 1 This is a copy of the Last Will of John G. Cober dated February 15, 1996, and admitted to probate January 2, 2007. Linda J. Cober is the Executrix. Last Will of JOHN G. COBER I, JOHN G. COBER, a resident of Cumberland County, Pennsylvania, declare that this is my will. I hereby revoke all my previous wills and codicils. Article One Introductory Provisions Section 1. Marital Status I am currently married to THELMA T. COBER, and all references to my spouse in this will are to her. Section 2. Children a. The name(s) and birth date(s) of my children: Name Birth date LINDA J. COBER SANDRA COBER-STASIULlS September 15, 1948 November 13, 1952 All references to nlY children in this instrument are to these children and any children subsequently born to or adopted by me. JUT, >.'" ,-,j ,,:~;) (".:.=) .-....l ( :::: -, j-~>l C") :~7; L~~ :'dJ ~~ - .'~ r""') ..... l-n \./.' c') -.'-:....1 -- .. .,;:i~_ I ('.,) --~ \.0 2( / 7( '} {, ~ Article Two Appointment of My Personal Representatives Section 1. Nomination of My Personal Representatives I appoint the following to be my Personal Representative: THELMA T. COBER If for any reason the Personal Representative(s) named above are unable or unwilling to serve~ the following successor Personal Representative(s) shall serve until the successor Personal Representative(s) on the list have been exhausted. Unless otherwise specified if Co-Personal Representatives are serving, the next following named successor Personal Representative shall serve only after all of the Co-Personal Representatives cease to act as Personal Representatives. (I) LINDA J. COBER; THEN (2) SANDRA COBER-STASIULlS Section 2. Waiver of Bond No bond or undertaking shall be required of any Personal Representative nominated in my will. Section 3. General Powers My Personal Representative shall have full authority to administer my estate under the laws of the Commonwealth of Pennsylvania relating to the powers of fiduciaries. My Personal Representative shall have the power to administer my estate under the Pennsylvania Probate, Estates and Fiduciaries Code. 2 J-/I:J-/I~ ~ Article Three Disposition of My Property Section 1. Distribution to My Revocable Living Trust I give all of my property of whatever nature and kind and wherever located to my revocable living trust of which I am the Trustor known as: JOHN G. COBER and THELMA T. COBER, Trustees, or their successors in trust, under the JOHN G. CaBER LIVING TRUST dated r EB 1 5 1996 and any amendments thereto Section 2. Alternate Disposition If my revocable living trust is not in effect for any reason, I give all of my property to my Personal Representative under this will as Trustee who shall hold, administer and distribute my property as a testamentary trust the provisions of which are identical to those of my revocable living trust on the date of execution of my will. Article Four Death Taxes Section 1. Definition of Death Taxes The term "death taxes" as used in my will shall mean all inheritance, estate, succession and other simi lar taxes that are payable by any person on account of that person's interest in the estate of the decedent or by reason of the decedent's death including penalties and interest but excluding the following: a. Any addition to the federal estate tax for any "excess retirement accumulation" under Internal Revenue Code Section 4980A. 3 :1./ /..317 /. ~. b. Any additional tax that may be assessed under Internal Revenue Code Section 2032A. c. Any federal or state tax imposed on a generation-skipping transfer as that term' is defined in the federal tax laws unless the applicable tax statutes provide that the generation-skipping transfer tax is payable directly out of the assets of my gross estate. Section 2. Payment of Death Taxes Pursuant to the terms of my revocable living trust all death taxes whether or not attributable to property inventoried in my probate estate shall be paid by the Trustee from that trust. However, if that trust does not exist at the time of my death or if the assets of that trust are insufficient to pay the death taxes in full, I direct my personal representative to pay any death taxes that cannot be paid by the trustee from the assets of my probate estate by prorating and apportioning those taxes among the beneficiaries of this will. Notwithstanding any other provision in my trust all death taxes incurred by reason of assets transferred outside of my trust or probate estate shall be assessed against those persons receiving such property. Article Five General Provisions Section 1.; No Contest Clause If any person or entity other than me singularly or in conjunction with any other person or entity directly or indirectly contests in any court the validity of this will including any codicils thereto the right of that person or entity to take any interest in my estate shall cease and that person or entity shall be deemed to have predeceased me. Section 2. Captions The captions of Articles, Sections and Paragraphs used in this will are for convenience of reference only and shall have no significance in the construction or interpretation of this will. 4 z/lS-j9t. ~, Section 3. Severability Should any of the provisions of my will be for any reason declared invalid such invalidity shall not affect any of the other provisions of this will, and all invalid provisions shall be wholly disregarded in interpreting this will. Section 4. Governing Law This will shall be construed, regulated and governed by and in accordance with the laws of the Commonwealth of Pennsylvania. I signed this, my last will, on FE 8 I 5 1996 ~4~ JOHN G. COgER 5 The foregoing Will was, on the day and year written above, published and declared by JOHN G. CaBER in our presence to be his Will. We, in his presence and at his request, and in the presence of each other, have attested the same and have signed our names as attesting witnesses. We declare that at the time of our attestation of this Will, JOHN G. CaBER was, according to our best knowledge and belief, of sound mind and memory and under no undue duress or constraint. c~ .~! U~~~ Address: ,---tlvr"~,;'5 ,0\.- \~) II ~ f~l of Jl..", kJ- W ES Address: j-1-<'~_~-7) I {~ ) J ? jJ ?23 6 ~ . COMMONWEAL TH OF PENNSYLVANIA : SS: COUNTY OF DAUPHIN We, J?HN G. COBE. "> and (hc,.,)1 ~ Np,",.r~~D~ ~he Testator and the WItnesses, respectIvely, hose names are signed to the foregoIng WIll, having been sworn, declared to the undersigned officer that the Testator, in the presence of witnesses, signed the instrument as his last Will, that he signed, and that each of the witnesses, in the presence of the Testator and in the presence of each other, signed the Will as a witness. ~~ (Y~j OHN G. COBER sworn before me by JOHN G. COBER, the Testator, and by · and c~,e f'( \ L" N e J.. r L.~ ~ ] the witnesses on ; r- .....-..... _ .J . _ -N07ARtAL SEAL L "SlJZANiS"if." ". ~o. FF. Notary Public j Humm~0V4+: Dauphin County _ 1 My ~mmi~~~~es Nov. 29, 1999 --- .'--. 7 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, GLENDA FARNER STRASBAUGH Register for the Probate of wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 2nd day of January, Two Thousand and Seven, Letters TESTAMENTARY in common form were granted by the Register of said County, on the , la te of LOWER ALLEN TOWNSHIP estate of JOHN G COBER (First. Middle, Last) in said county, deceased, to LINDA J COBER (First, Middle, Last) and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 2nd day of January Two Thousand and Seven. File No. PA File No. Date of Death S.S. # 2007-00003 21- 07- 0003 12/23/2006 162-16-9835 (\1. J i !i.' ..,"\ ft. ' .J) / Vi'l'\ L . .,. \.,.-'..' ,\,. \ .. ./ NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL ATTACHMENT 2 This is a copy of the Certificate of Trust with respect to the John G. Cober Living Trust dated February 15, 1996, and of a copy of the First Amendment to the John G. Cober Living Trust, which amendment is dated July 11, 1997. The Amendment contains all relevant provisions with respect to the distribution of the Trust property, pursuant to Article Eleven as amended. Linda 1. Cober is the sole beneficiary of the Trust. She is also the current Trustee. Certificate of Trust The undersigned Trustor hereby certifies the following: 1. This Certificate of Trust refers to the JOHN G. COBER LIVING TRUST dated, FEB 1 5 19S~~ _, under a revocable trust agreement executed by JOHN G. COBER as Trustor and JOHN G. COBER and THELMA T. COBER as initial Trustees. 2. The primary disability Trustee for JOHN G. COBER is THELMA T. COBER. 3. The successor disability Trustee(s) for JOHN G. COBER are: (1) LINDA J. COBER; THEN (2) SANDRA COBER-STASIULIS 4. The primary death Trustee for JOHN G. COBER is THELMA T. COBER. 5. The successor death Trustee(s) for JOHN G. COBER are: (1) LINDA J. COBER; THEN (2) SANDRA COBER-STASIULIS 6. The Trustee(s) under the trust agreement are authorized to acquire, sell, convey, encumber, lease, borrow, manage and otherwise deal with interests in real and personal property in trust name. All powers of the Trustee(s) are fully set forth in Article Fourteen of the trust agreement. 7. The trust has not been revoked and there have been no amendments limiting the powers of the Trustee(s) over trust property. 8. No person or entity paying money to or delivering property to any Trustee shall be required to see to its application. All persons relying on this document regarding the Trustees and their powers over trust property shall be held harmless for any resulting loss or liability from such reliance. A copy of this Certificate of Trust shall be just as valid as the original. The undersigned certifies that the statements in this Certificate of Trust are true and correct and that it was executed in the County of Dauphin, Pennsylvania, on FES 1 5 1996 . ~-g~ J6"HN G. COBER The First Anlendment to the John G. Cober Living Trust On February IS, ] 996, I, John G. Cober, signed the John G. Cober Living Trust, as Trustor, more formally known as: John G. Cober and Thelma T. Cober, Trustees, or their successors in trust, under the John G. Cober Living Trust, dated February 15, ) 996, and any amendments thereto. Pursuant to Article Four of my Living Trust, which permits me to anlenc1 my Living Trust in writing at any time, I now wish to amend my Living Trust as folJows: 1. Article Eleven, Sections ], 2, 3 and 4 of my Living Trust are hereby revoked in their entirety, and amended as follows: Section 1. Distribution of Real Estate and Tangible Personal Property A. If the real property located at 310 SOJnerset Drive, Shiremanstown, Pennsylvania ("Real Property") is a part of the trust estate, my Trustee shalJ distribute the Real Property to LINDA J. COBER, free of the trust. B. If the Real Property is a part of the trust estate, my Trustee shall distribute the contents thereof to LINDA 1. COBER, free of the trust. Section 2. Distribution of Trust Shares for My Beneficiary My Trustee shall distribute all trust property not previously distributed to LINDA J. COBER, free of the trust as foJIows: 3. Distribution of Trust Share for LINDA J. CORER "'"-, The trust share set aside for LINDA 1. COBER shall be held, administered and distributed as follows: 1. Distributions of Net Income My Trustee sha)) immediately pay to, or apply for the benefit of such beneficiary all accumulated net income, free of the trust. 2. Distributions of Principal My Tmstee shall immediately pay to, or apply for the benefit of, LINDA 1. COBER all accumulated net income and principal, free of the trust. 3. Distribution on Death of Beneficiary If such beneficiary should die before the complete distribution of the trust share, such trust shall terminate and my Trustee shalt distribute the balance of the trust property to such beneficiary's then Jiving descendants per stirpes. If such beneficiary has no then living descendants, my Trustee shall distribute the balance of the trust property as provided for in Section 2.a.4. of this Article Eleven. 4. Distribution if Beneficiary Does Not Sun'ive Me If LINDA J. COBER does not survive Ine, my Trustee shall distribute all trust property not previously distributed to SANDRA COBER-STASJULJS, free of the trust, as follows: (a) Distributions of Net hlconle My Trustee shall immediately pay to, or apply for the benefit of such beneficiary aJl accumulated net income, free of the trust. (b) Distributions of Principal My Trustee shall inlmediately pay to, or apply for the benefit of, SANDRA COBER-STASIULlS all accumulated net income and principal, free of the trust. (c) Distribution on Death of Beneficiary If such beneficiary should die before the complete distribution of the trust share, such trust shall terminate and my Trustee shall distribute the balance of the trust property to such beneficiary's then living descendants per stirpes. If such beneficiary has no then living descendants, tny Trustee shall distribute the balance of the trust property to my then living descendants per stirpes. If I have no then living descendants, my Trustee shall distribute the balance of the trust property as provided for in the Articles that follow. Section 3. Distribution of Trust Share for Descendant of Deceased Child I'v1y Trustee shall promptly distribute, free of the trust, all accun1ulated net income and principal of the trust share set aside for each of my deceased children to their descendants, if any, per sti rpes. If any such descendant dies before the complete distribution of his or her trust share, that descendant's trust share shall terminate and my Trustee shall distribute the balance of the trust property to such descendant's then Jiving descendants, per stirpes. If such descendant has no then living descendants, nlY Trustee shall distribute the balance of the trust property to my then living descendants, per stirpes. If I have no then Jiving descendants, our Trustee shall distribute the balance of the trust property as provided for in the Articles that follow. All other articles are hereby ratified and confirmed. I executed this amendment on ~ / !r ! f~1 J certify that I have read the foregoing First Amendment to my Living Trust and that it correctly states the changes I desire to nlake in my Living Trust. I approve this First Amendnlent to my Living Trust in all particulars, and request my Trustees acknowledge and accept my execution hereof. 74~<<~ -;:- ~ Thelma T. Caber, Trustee . '. ''l~.. ACI(NOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF DAUPfIIN The foregoing amendment to the John G. Cober Living Trust was acknowledged before I( !It? , by John G. Cober, as Trustor, and John G. Cober and Thelma T. me on Witness my hand and official seal. Notary Public ['UTi1QIAL SEAL C~~.':~!t~ i_ nEESE, Notary Public F'?~ Dauphin County ,: 'I E}mk'}~~. 1\J!ay 10. -1999 ATTACHMENT 3 Kelley Blue Book value for Decedent's automobile. This is the estimated value after the vehicle was brought into condition to pass inspection. Kelley Blu~.Book - Trade-In Pricing Report - Buick, Regal 09/03/200709:21 PM .... ..~~IIe~ . . ....... _ Send to Printer advertisement 2000 Buick Regal LS Sedan 4D -,._-- d(ivef~t!s.cnlcnt BLUE BOOK!?; TRADE~IN VALUE Condition Value Excellent $4,525 CHEVY MODEL YEAR END EVENT Good $4,115 ../ Fair $3,415 (Selected) Average Consumer Rating (44 Reviews) Read Reviews trCl1:1"t:rt? 4.5 out of 5 Review This Vehicle CLICK &GO BEFORE YOURS IS GONE. Vehicle Highlights Mileage: Engine: Transmission: Drivetrain: 75,000 V6 3.8 Liter Automatic FWD - ~ Selected Equipment Standard Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Cassette Dual Front Air Bags ASS (4- Wheel) Traction Control Optional Leather Power Seat Close Window 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 value will likely be less than the Private Party Value because the reselling dealer incurs the cost of http://www.kbb.com/KBB/ UsedCars I PricingReport.aspx?Manufactu rerld=.. .%7 cO%7 c2 0 8 5 46%7 ctrue%7 c2 08 554%7 ctrue&Condit ion=F ai r&Printable=true Page 1 of 2 ATTACHMENT 4 Copy of letter from Commerce Bank with respect to the date of death values of the checking and savings accounts owned by John G. Cober. September 6,2007 Commerce eSank Linda J. Cober 305 Somerset Drive Shiremanstown, PA 17011 RE: Estate of: John G. Cober Tax Identification Number: 162-16-9835 Date of Death: December 23,2006 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 537148801 Date Opened: November 28,2005 Primary Owner:.John G. Cober Date of Death Balance: $23,152.72 Accrued Interest: $2.49 Principal Balance: $23,150.23 Account Type: Savings Account Number: 626721740 Date Opened: November 28,2005 Primary Owner: John G. Cober Date of Death Balance: $2,505.61 Accrued Interest: $.43 Principal Balance: $2505.18 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, Cindy Shultz Research Associate/Deposit Services Commerce Bank Commerce Bank / Harrisburg, N.A. PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com ATTACHMENT 5 Copy of pages 1 and 2 of Decedent's 2006 Federal Income Tax return, Form 1040, showing the amount of the refund due. DECEASED JOHN G COBER 12/23/2006 CLIENT'S COpy Form 1 040 Department of the Treasury - Internal Revenue Service 2006 1(99) U.S. Individual Income Tax Return IRS Use Only - Do not wrile or slaple In this space. For the year Jan 1 - Dec 31, 2006, or other tax year beginning , 2006, ending ,20 OMS No. 1545.0074 Label Your first name MI Last name Your social security number (See Instructions.) JOIm G COBER 162-16-9835 II a JOint return. spouse's I,rst name MI Last name Spouse's social security number Use the IR 5 label. OtherwIse. Home address (number and street). II you have a P.O. box. see Instructions. Apartment no. You must enter your please print ! social security ! or type. 310 SOMERSET DRIVE number(s) above. City, town or post oHlce. If you have a foreign address, see Instructions. State ZIP code Presidential Checking a box below will not SHIREMANSTOWN PA 17011-6538 change your tax or refund. ElectIOn Campaign Filing Status Check only one box. Exemptions If more than four dependents. see mstructlons Income Attach Form(s) W-2 here. Also attach Forms W-2G and l099-R If tax was withheld. If you did not get a W.2. see Instructions. Enclose. but do not attach. any payment. Also, please use Form 1040-V. Adjusted Gross Income BAA ~ Check here if you, or your spouse If filing jointly, want $3 to go to this fund? (see instructions) ~ D You 0 Spouse 1 Single 4 X Head of household (with qualifying person). (See instructions.) If the qualifying person is a child 2 Marned filing jointly (even if only one had Income) but not your dependent, enter this child's 3 Marned filing separately. Enter spouse's SSN above & full name here. ~ name here. . ~ 5 0 Qualifying widow(er) With dependent child (see Instructions) 6a X Yourself. If someone can claim you as a dependent, do not check box 6a ... b Souse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . ':l- (4) if Qualifying child for child tax credit (see instrs) d Total number of exemptions claimed 7 Wages. salaries, tips, etc. Attach Form(s) W.2 8 a Taxable Interest. Attach Schedule B jf required b Tax-exempt interest. Do not include on line 8a . 8bl 9a Ordinary diVidends. Attach Schedule B If required . .. b Qualified diVidends (see Instrs) 9bl 10 Taxable refunds, credits, or offsets of state and local lOCO me taxes (see II1structlOns) 11 Alimony received 12 BUSiness income or (loss). Attach Schedule C or C.EZ . 13 Capital gain or (loss). Att Sch D If reQd. If not reQd, ck here. 14 Other gains or (losses). Attach Form 4797 15 a IRA distflbutions . . . ~ I bb Taxable amount (see Instrs) 16 a PenSions and annuities . . [ill Taxable amount (see Instrs) 17 Rental real estate, royalties, partnerships, S corporations. trusts, etc. Attach Schedule E 18 Farm Income or (loss). Attach Schedule F 19 Unemployment compensation . 20 a SOCial secunty benefits . . .1 20 a I 21 Other income 22 Add the am~u~t;-;;' th; ~r-ri-ht ~j;:;~n-f~ iin~;it~o~ h 2~ Thj;, is- ;;-u;-t~t;1 in~o~; .-~ 23 Archer MSA deduction. Attach Form 8853 . 23 24 Certain bUSIness expenses of reservists, performing artists, and fee. basis government offiCials. Attach Form 2106 or 2106-EZ ........ . . . . . . . . . . .. 24 25 Health savings account deduction. Attach Form 8889 .. 25 26 Moving expenses. Attach Form 3903 26 27 One-half of self. employment tax. Attach Schedule SE . 27 28 Self. employed SEP, SIMPLE, and qualified plans. . 28 29 Self. employed health Insurance deduction (see instructions) . . . . . . . . . " 29 30 Penalty on early withdrawal of savings . . . . . . . . . . . .. 30 31 a Alimony paid b Recipient's SSN . . . . ~ 31 a 32 IRA deduction (see instructions) .. 32 33 Student loan interest deduction (see instructions) . . . 33 34 Jury duty pay you gave to your employer 34 35 Domestic production actiVIties deduction. Attach Form 8903 35 36 Add lines 23 . 31 a and 32 . 35 . . . . . . . . . . . . . . . 37 Subtract line 36 from line 22. This is our ad'usted ross income For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. c Dependents: (2) Dependent's social security number (3) Dependent's relationship to you (1) First name Last name TRISTON J STASIULIS Q53-86-7790 Grandchild 6,207. ~D 19 , 446 .1 b Taxable amount (see instrs) ~ FDIA0112 11/07/06 Boxes checked on 6a and 6b . 1 No. of children on 6c who: · lived with you 1 · did not live with you due to divorce or separation (see Instrs) . Dependents on 6c not entered above Add numbers on lines above . ~ 7 8a 98. 9a 13,068. 10 11 12 13 14 15b 16b 17 18 19 20b 21 22 -3,000. 43,703. 16,529. 70,398. 70,398. Form 1040 (2006) · Form 1040 2006 Tax and Credits Standard Deduction for - · People who checked any box on line 39a or 39b or who can be claimed as a dependent, see instructions. · All others: Single or Married filing separately, $5, 1 50 Marrred tiling JOintly or Qualifying wldow(er) , $10,300 Head of household. $7,550 Other Taxes Payments If you have a QualifyIng child, attach Schedule EIC Refund Direct deposit? See Instructions and fill in 74b, 74c, and 74d or Form 8888. Amount You Owe Third Party Designee Sign Here jOint return? See Instructions. Keep a copy for your records. Paid Preparer's Use Only JOHN G CaBER 38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . 39a C~eck {[!]vou were born before January 2,1942, 0 Blind. Total boxes If. 0 Spouse was born before January 2, 1942, D Blind. checked ~ 39a b If your spouse Itemizes on a separate return, or you were a dual. status alien, see Instrs and ck here ~ 39 b 40 Itemized deductions (from Schedule A) or your standard deduction (see teft margin) . 41 Subtract line 40 from line 38 . . . , . , . . . . . . . . , . . . . . . . . . . . . . 42 If Ime 38 IS over $112,875, or you provIded hOUSing to a person displaced by HUrricane Katrina, see Instructions. Otherwise, multiply $3,300 by the total number of exemptions claimed on Ime 6d . . . . . . . 43 Taxable income. Subtract line 42 from line 41. II line 42 is more than line 41, enter -0- , , . . . . . , , . . 44 Tax (see Instrs). Check if any tax is from: a DForm(s) 8814 b 0 Form 4972 45 Alternative minimum tax (see instructions). Attach Form 6251 46 Add lines 44 and 45 . 47 Foreign tax credit. Attach Form 1116 if required 48 Credit for child and dependent care expenses. Attach Form 2441 49 Credit for the elderly or the disabled. Attach Schedule R 50 Education credits. Attach Form 8863 51 Retirement savings contributions credit. Attach Form 8880 52 ResidentIal energy credits. Attach Form 5695 53 ChIld tax credit (see Instructions). Attach Form 8901 If required, . . . 54 Credits from: a 0 Form 8396 b 0 Form 8839 ill Form 8859 55 Other credits. Check applicable box(es): a OForm 3800 b 0 Form c DForm 8801 56 Add lines 47 through 55. These are your total credits 57 Subtract line 56 from line 46. If line 56 is more than line 46, enter .0. . . 58 Self -employment tax. Attach Schedule SE 59 Social security and Medicare tax on tip Income not reported 10 employer. Attach Form 4137 . 60 Additional tax on IRAs, other Qualified retirement plans, etc. Attach Form 5329 If required 61 Advance earned income credit payments from Form(s) W.2, box 9 . 62 Household employment taxes. Attach Schedule H . 63 Add lines 57-62. ThiS IS your total tax 64 Federal Income tax withheld from Forms W.2 and 1099 65 2006 estlmated tax payments and amount applied from 2005 return 66 a Earned income credit (EIC) . I b Nontaxable combat pay election , ~I 66 bl I 67 Excess SOCial secunty and tier 1 RRT A tax withheld (see instructions) , 68 Additional child tax credit. Attach Form 8812 . 69 Amount paid wilh request for extension to file (see Instructions) . . 70 Payments from: a 0 Form 2439 b 0 Form 4136 c 0 Form 8885 71 Credit for federallelephone eXCISe tax paid. Attach Form 8913 It required 72 Add lines 64. 65. 66a, and 67 through 71. These are your total ayments . . . . . , . , . 73 If line 72 IS more than hne 63, subtract line 63 from hne 72. This IS the amount you overpaid. . , , . . . , . , , . . . . . 74a Amount of line 73 you want refunded to ou. If Form 8888 is attached, check here. . .. 0 ~ b Routing number. , . , . , " XXXXXXXXX ~ c T e: Checking 0 Savings · d Account number , . . .. XXXXXXXXXXXXXXXXX 7S Amount of line 73 ou want a lied to our 2007 estimated tax, . , 76 Amount you owe. Subtract line 72 from line 63. For details on how to pay, see instructions .......... 77 Estimated tax enaft see instructions 77 Do you want to allow another person to discuss this return with the IRS (see instructions)? DeSIgnee's Phone name ~ Preparer no, ~ number (PIN) ~ Under penalties of perjury, I declare that I have examlOed this return and accompanying schedules and statements, and to the best of my knowledoe and behef, the are true, correct. and complete. Declaration of pre parer (other than tallpayer) IS based on all information of which preparer has any knowledge. 42 47 48 49 50 51 52 53 54 ~O. ~ 55 56 ~ 57 58 59 60 61 62 ~ 63 64 65 66a 8,524. 2,538. 67 68 69 70 71 1,000. 40. . ~ 76 Your occupation RETIRED Spouse's occupation Date Preparer's .. Signature ~ Alice L. Souder Firm's name SOUDER TAX SERVICE ~~l~:::;l~~ed)" P .0. BOX 1276 address, and ZIP code CAMP HILL 08/ 2 5/2 007 Check if self. employed EIN 23-2308608 PA 17001-1276 Phone no. FDIAOl12 11/07/06 14,675. 55,723. 6,600. 49,123. 7,020. 7,020. 10. 7,010. 7,010. 12,102. 5,092. 5,092. Form 1040 (2006) A TT ACHMENT 6 Copy of pages 1 and 2 of Decedent's 2006 Pennsylvania State Income tax return, Form P A- 40, showing the amount of the refund due. . ---I 0600112130 L PA-40 - 2006 Pennsylvania Income Tax Return ENTER ONE lETTER OR NUMBER IN EACH BOX. Do Not Use Your Preprinted label 162169835 COBER JOHN Occupation RETIRED G Occupation 310 SOMERSET DRIVE SHIREMANSTOWN PA 17011 21650 1 a Gross Compensation. Do not Include exempt income. such as combat zone pay and qualifying retirement benefits. See the Instructions. 1 b Un reimbursed Employee BUSiness Expenses. 1 c Net Compensation Subtract line 1 b from line 1 a 2 Interest Income. Complete PA Schedule A If required. 3 DIvidend and Capital Gains Distnbutions Income. Complete PA Schedule B if required. 4 Net Income or Loss from the Operation of a Business, Profession. or Farm. 5 Net Gain or Loss from the Sale, Exchange. or Disposition of Property. 6 Net Income or Loss from Rents, Royalties, Patents, or Copyrights. 7 Estate or Trust Income. Complete and submit PA Schedule J. 8 Gambling and Lottery Winnings. Complete and submit PA Schedule T. 9 Total PA Taxable Income. Add only the positive income amounts from Lines lc, 2.3.4, 5, 6, 7, and 8. DO NOT ADD any losses reported on lines 4, 5, or 6. 10 Other Deductions. Enter the appropriate code for the type of deduction. See the instructions for additional information. 11 Adjusted PA Taxable Income. Subtract line 10 from line 9. PAIA0412 11/14/06 EC Page 1 of 2 rn ITIIIIJ rn 0600112130 ---I L 0600112130 y Extension. N Amended Return. R ReSidency Status. PA Resident/Nonresident/Part- Year ReSident from to D Single/Married, Filing Jointly/Married. Filing Separately/Final Return/Deceased Date of Death 122306 N Farmers. 1a 0 1b 0 1c 0 2 98 3 25621 4 0 5 -25287 6 0 7 0 8 0 9 25719 N 10 0 11 25719 FC '.-1 0600212146 L P A-40 - 2006 Social Security Number 162169835 Name(s) JOHN G COBER 12 PA Tax Liability. Multiply Line 11 by 3.07 percent (0.0307). 12 790 13 Total PA Tax Withheld. See the Instructions. 13 0 14 CredIt from your 2005 PA Income Tax return. 14 0 15 2006 Estimated Installment Payments. 15 963 16 2006 Extension Payment. 16 2000 17 Nonresident Tax Withheld from your PA Schedule(s) NRK.1. (Nonresidents only) 17 0 18 Total Estimated Payments and Credits. Add Lines 14, 15, 16, and 17. 18 2963 Tax Forgiveness Credit. 19a Filing Status: 01 Unmarried or Separated 02 Married 03 Oeceased 19a 00 19b Dependents. Part B, Line 2, PA Schedule SP 19b 00 20 Total EligibIlity Income from Part C, Line 11, PA Schedule SP. 20 0 21 Tax Forgiveness Credit from Part 0, line 16, PA Schedule SP. 21 0 22 Resident Credit. Submit your PA Schedule(s) G-S/G-L and/or RK-l. 22 0 23 Total Other Credits. Submit your PA Schedule OC. 23 0 24 TOTAL PAYMENTS and CREDITS. Add Lines 13 and 18, 21,22. and 23. 24 2963 25 TAX DUE. If Line 12 IS more than Line 24, enter the dIfference here. 25 0 26 Penalties and Interest. See the Instructions. 26 0 if attaching form REV .1630, mark the box. N 27 TOTAL PAYMENT. Add lines 25 and 26. 27 0 28 OVERPAYMENT. If Line 24 is more than the total of Line 12 and Line 26. enter 28 2173 the difference here. The total of Lines 29 through 35 must equal Line 28. 29 Refund - Amount of line 28 you want as a check mailed to you. Refund 29 2173 30 Credit - Amount of Line 28 you want as a credit to your 2007 estimated account. 30 0 31 Amount of line 28 you want to donate to the Wild Resource Conservation Fund. 31 0 32 Amount of Lme 28 you want to donate to the Military Family Relief Assistance Program. 32 0 33 Amount of line 28 you want to donate to the Governor Robert P. Casey Memorial 33 0 Organ and Tissue Donation Awareness Trust Fund. 34 Amount of Line 28 you want to donate to the Juvenile (Type 1) Diabetes Cure 34 0 Research Fund. 35 Amount of Line 28 you want to donate to the Breast and Cervical Cancer 35 0 Research Fund. Your Stgnature I Spouse's Signature, II filing jomtly lOale 108/25/07 Firm EIN Prepare,s SSN/PTIN I 232308608 P00296469 I PAIA0412 11114106 Preparer's Name and Telephone Number SOUDER TAX SERVICE P.o. BOX 1276 CAMP HILL PA 17001-1276 Page 2 of 2 L 0600212146 0600212146 -I ATTACHMENT 7 Copies of deeds with respect to Ravenwood Road property, reflecting acquisition by John G. Cober as an individual, and then transferring the property to the John G. Cober Living Trust. . d}02> 7 /- .jt..~ ", .~ ;.., I "1 "1; n t; 9 .~ ..L I : i v I Tax Parcel No..13-26-0247-097 DEED THIS DEED, made thisa day Of]..tOLI in the year of our Lord two thousand six, (2006). . U BETWEEN RALPH J. IACONO, a married man, Grantor and JOHN G. COBER, a single man, Grantee WITNESSETH: In consideration of the sum of THREE HUNDRED NINETY FOUR THOUSAND NINE HUNDRED ($394,900.00) DOLLARS, in hand paid, receipt whereof is hereby acknowledged, the said Grantor do hereby grant and convey to the said Grantee: ALL THAT CERTAIN tract or parcel of land situate in Lower Allen Township, Cumberland County, Pennsylvania, known, named and identified in the Declaration, referred to below as, "The Manor at Fair Oaks, A Planned Community," which has heretofore been submitted to the provisions of the Pennsylvania Uniform Planned Community Act, 68 Pa.C.S.A. 995101 et seQ., by the recording in the Office of the Recorder of Deeds for Cumberland County, Pennsylvania, the Declaration for The Manor at Fair Oaks, A Flexible Residential Planned Community ("Declaration"), dated June 4, 2003, recorded June 5, 2003, in Miscellaneous Book 698, Page 28, amended by way of First Amendment to Declaration for The Manor at Fair Oaks, dated January 6, 2005, recorded January 7, 2005, in the Office of the Recorder of Deeds for Cumberland County, Pennsylvania, in Miscellaneous Book 714, Page 1998 ("First Amendment"), designated in such First Amendment, as Lot No. 36 (Identifying Number), as described in Section 2.2 of the Declaration, and shown (and described) in Exhibit F-1 of the First Amendment. BOO~ 275 PAGf4544 BEING Lot No. 36 depicted on the Phase 2 Final Subdivision Plan for The Manor at Fair Oaks, said plan dated August 25, 2003, last revised August 19, 2004, prepared by Alpha Consulting Engineers, Inc., and recorded in the Office of the Recorder of Deeds for Cumberland County, Pennsylvania in Plan Book 89, Page 120. UNDER AND SUBJECT to any and all conditions, restrictions, easements, rights-ot-way, agreements and covenants at record and that a physical inspection of the property would disclose. BEING THE SAME PREMISES which Rossmoyne Residential Associates, a Pennsylvania general partnership, by deed dated September 1, 2005 and recorded September 8, 2005 in Deed Book 270, Page 4325 in the Office of the Recorder of Deeds of Cumberland County, Granted and Conveyed unto Ralph J. Iacono. TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages, waters, watercourses, rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging, or in any wise appertaining, and the reversions and remainders, rents, issues and profits thereof; and all the estate, right. title, interest, property, claim and demand whatsoever of him, the said Grantor, in law, equity, or otherwise howsoever, of, in, to or out of the same. TO HAVE AND TO HOLD the said lot or piece ot ground above described, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances, unto the said Grantee, his heirs and assigns, to and for the only proper use and behoof of the said Grantee, his heirs and assigns, forever. And the said Grantor hereby covenant and agree that he will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, the said Grantor has hereunto set his hand and seal the day and year first above written. Signed, Sealed and Delivered in the Presence of ~_._.._--_._-----. . _.__...._-_.~_.._.._.- (~- RALPH J. IACONO --.--......, ~ ---- BOOK 275 PACE4545 COMMONWEALTH OF PENNSYLVANIA : 55. COUNTY OF CUMBERLAND On this, thee2&- day of ;)/~, 2006, before me, the undersigned officer, personally appeared RALPH J. IA NO known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. G NO'TARIAL SEAL ANGELA J, WEVOOAU, NOTARY PUBLIC t LOWEn FAX"iON TOWNSH1P, DAUPHIN COUNTY I ~I:Y COMM!SSION EXPIRES M,AY 12,2007 -'--_..~-. I do hereby certify that the precise residence and complete post office address of the within Gran. tee is: 0\\' L.... ~ (\- 3. \() ~~~::1- () r. \ -=ttJ (eJl\(ltl2>r ol;J(l ( t' .1 C>t:: I'll 1'\1 th I s to he r t..:~,.:IHdcu ..J III ('lln1bcI'!:jfJd t 'UI.Jlit> 1>/\ COMMONWEALTH OF PENNSYLVANIA ~.~ ~~ ~ J-{..1'~L<_. ~ 55. r), r";':>':;\:~ .,. tl A.D. 2006, in t~er'~Jrdl'r of Deeds , Page COUNTY OF CUMBERLAND RECORDED on this _ day of the said County, in Deed Book Giv~~~tWqf.l~~Y p~<t:~~~~f theisaictibffice, the d~~~ above written. LL' ..-, f-' ...., M ~-'aI. t::::t r....., ...-t '..:::' r.::t r,::,1 .~... .....t :::!! ....- ::t::.. '.:Y.~' ::-::.. :',::):.: .:..-:. ::3::_ ..... '-~i ':::r- ::]:"1 ;:F';I ;':P' ;:p:1 :~i: ); u I :1.:>. ~ I I ;7i- ;~I;I !J~ :.!: :L~~ ~i~ ~j~:! ~;~ ~~ ....... ;~ F:: ~ ::~ ~i II. I;';' ~.. ~~'~~'~4~~:=f'I'~~~lrT'~~ g ~ r'" i".:1", (_.n -.:1 :::i:: :-:=t:: . ::ii!: ..-... . J I:t.... (j,'.. &:::a.. ~ "-4~:~ .....1 ~ 'r~,i,~,~ b :;~ ;~:~! --4 ~_.. ~ :~::j :::0 i~1 ~::~ i?t~' t~t ~i' .. ~:~ :~~~ r"'l ~~: ~:~J:;: ~~. ~~, 1:;:-::1 '-.f; ....J ~ry. ;.~ 'or.: r:~ ;:c;.; ~g ;=ti;t "-\" ,-". .:;:, ~:::: d. _..... .'12 10_1. -r, ~1: .:::. -to , Recorder BOOK 275 PAGE4546 --.:1 ~~:; ..- .:...... '.Q g .....:=- t...;) ;:=, ~;~ '-' . ~ .~~ ;~I~:; ~~J:~ :~) ~g~ ;~~~ ~~: ~.-J :;--" ~~ :~ ii ~~ ~~ ,. ~_.,. (_"1 '::.:. '-;:.~ ::_"t c:::. r::::, '....~...... .:-11 a:..r, '_ra '-::> .:...rr ':"1 c:::. .:..-::..'" ~:-''::t C.... -==:. ........:... .:::::. c::> -:::::. Ct ".."::J <::> <.? ....... .;:~ . . ~:..J:'J ..f.;-- ~~ 1::,::1 (0 rr.. L~_ I.n 57'05 ~e- DEED Parcel #: 13-26-0247-097 This indenture, made the ~ day of ~ ttV.JVV ,in the year two thousand s~ (2006), C> r.-:> --4 -, Between J-4 0') - .' -_.~ i", :.\J f . ,e) .::) : ~- J j ~: .", ~ ;.--..! --! ~-~ . -, 'v JOHN G. COBER, a single man, of Cumberland County, Pennsylvania, GraI1.t;Or --:-.1 and ~ ,....- - . "~'J ~~--~ (", I , :. 1"-; ::.? ;' '"t . . ,.} ~., ::J (n JOHN G. COBER, Trustee of the JOHN G. COBER Living Trust dated Feb~ary . 15, 1996, and any amendments thereto, Grantee Witnesseth, that the Grantor, for and in consideration of the sum of One and Noll 00 ($1.00) Dollars, lawful money of the United States of America, unto him well and truly paid by the Grantee at or before the sealing and delivery hereof, the receipt whereof is hereby acknowledged, have granted, bargained and sold, released and confirmed, and by these presents does grant, bargain and sell, release and confirm unto the Grantee, his successors and assigns. ALL THAT CERTAIN tract or parcel of land situate in Lower Allen Township, Cumberland County, Pennsylvania, known, named and identified in the Declaration, referred to below as "The Manor at Fair Oaks, A Planned Community" which has heretofore been submitted to the provisions of the Pennsylvania Uniform Planned Community Act, 68 Pa.C.S.A. 95105 et seq., by the recording in the Office of the Recorder of Deeds for Cumberland County, Pennsylvania, the Declaration for The Manor at Fair Oaks, A Flexible Residential Planned Community ("Declaration"), dated June 4, 2003, recorded June 5, 2003, in Miscellaneous book 698, Page 28, amended by way of First Amendment to Declaration for The Manor at Fair Oaks, dated January 6, 2005, recorded January 7, 2005, in the Office of the Recorder of Deeds for Cumberland County, Pennsylvania, in Miscellaneous Book 714, Page 1998 ("First Amendment"), designated in such First Amendment as Lot No. 36 (Identifying Number), as described in Section 2.2 of the Declaration, and shown (and described) in Exhibit F-I of the First Amendment. BEING Lot No. 36 depicted on the Phase 2 Final Subdivision Plan for The Manor at Fair Oaks, said plan dated August 25, 2003, last revised August 19, 2004, prepared by Alpha Consulting Engineers, Inc., and recorded in the Office of the Recorder of Deeds for Cumberland County, Pennsylvania, in Plan Book 89, Page 120. / BOOr. 277 !l,~; bG8 BEING the same premises which RALPH J. IACONO, a married man, by Deed dated July 28, 2006, and recorded July 31, 2006, in Record Book 275, Page 4544, in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, granted and conveyed unto JOHN G. COBER, the Grantor herein. UNDER AND SUBJECT to all restrictions, easements, covenants, conditions and agreements of record. TOGETHER with all and singular the buildings and improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances, whatsoever unto the hereby granted premises belonging, or in any wise appertaining, and the reversions and remainders, rents, issues and profits thereof; and all the estate, right, title interest, property, claim and demand whatsoever of them, the Grantor, as well at law as in equity, of, in and to the same. TO HAVE AND TO HOLD the said lot or piece of ground above described, with the messuage or tenement thereon erected, hereditaments and premises hereby granted, or mentioned and intended so to be, with the appurtenances, unto the Grantee, his successors and assigns, to and for the only proper use and behoof of the Grantee, his successors and assigns, forever. AND the Grantor, for himself, his heirs, personal representatives and assigns, do covenant, promise and agree, to and with the Grantee, his successors and assigns, by these presents, that they, the Grantor, his heirs, personal representatives and assigns, all and singular the hereditaments and premises hereby granted or mentioned and intended so to be, with the appurtenances, unto the Grantee, his successors and assigns, against them, the Grantor, his heirs, personal representatives and assigns, and against all and every person and persons whomsoever lawfully claiming or to claim the same or any part thereof, by, from or under him, her, them or any of them, shall and will, Subject as aforesaid, WARRANT and forever DEFEND. In witness whereof, the Grantor has hereunto set his hands and seal. Dated the day and year first above written. Sealed and Delivered in the Presence of: ()JqJ1ruQ~ (24J1.z:;~ JOHN G. COBER BOOK 277 P^GE 669 . . Certificate of Residence I hereby certify that the precise residence of the Grantee herein is as follows: JOHN G. CaBER, Trustee 310 Somerset Drive Shiremanstown, PA 17011 Acknowledgement COMMONWEALTH OF PENNSYL VANIA COUNTY OF DAUPIIIN -f!L-.~~ On this, f~ day ~ /'tJ./ oht:Jb, before me, a notary public in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared JOHN G, COBER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. : ss IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~6?f~JG Not Public NOTARIAL SEAL . .. l~AIA L STROH, Notc.:y P,,1;!:; '.' , lower Allen Twp.t Cumberln!1;-l '::,i,' . My Commission expires NO/, 1,.:, ./-,NO BOOK 277 p~G[ 670 COMMONWEALTH OF PENNSYLVANIA ) ) ss: COUNTY OF CUMBERLAND ) RECORDED in the Office of the Recorder of Deeds in and for Cumberland County, in Record Book , Page WITNESS my hand and official seal this day of RECORDER OF DEEDS , :.. :.i 'l~'I;:'; t. L',:: r;,>,~f.;~.c~cd : .... -.' ,\...,./ ! . ""\ , ~.. ~. .,. .". ., , L, .....1;~1.'(1 ((",;~~;,\)! \ . , ' " , ',. ". .~) . \.~ '1..../ V \... 1 .~ ~~ 1,,_._ t.. I lit. .. ....-' _". I.. \ . ".~<',:.- ~.....f~ ,. t7 0"._ /{"} Ji-". - c'~..~ J';'.:::J . <' .~" .... .J- ...""...,; ~ ~(;"'"~:,C'-- ., .",,'" T)pcorder of Deeds ~'-.u ATTACHMENT 8 Copy of deed to 310 Somerset Drive, Shiremanstown, P A, showing the property to be in the Living Trust. 3l)~ 'l c:.- l\fbr')}\ - Dlo./j-l'i- .\ ::Deed :JJ..~ iruknlUN1, made the .Id day of February, in the year of our Lord one thousand nine hundred and ninety-six (1996), Rlw,lIn John G. Caber and Thelma T. Caber, husband and wife, ~ Cumberland County, pennsylvania, Grantors en c -n ;;; i.~: '.~: ~ ~'g :..; and ~ ~~ i~ ~;: ;'" ~lJ "oJ John G. Caber and Thelma T. Cober, Trustees, or their:n ;., .::. ;., successors in trust, under the John G. Caber Living Tj;Qst~~ I': ;, dated February 15, 1996 and Thelma T. Cober and John:6D ~ ':~ ~.~ Caber, Trustees, or their successors in trust, under tHe -<( ~:; ~;~ Thelma T. Caber Living Trust dated February 15, 1996 oad ~n9" amendments thereto, as Tenants in Common, Grantees I. 1lhln66SeIJ.., That the said Grantors, for and 1n consideration of the sum ot One and NO/100 ($1.00) Dollars, lawful money of the United states of America, unto them well and truly paid by the said Grantees at or before the sealing and delivery hereof, the receipt whereat is hereby acknowledged, have granted, bargained.and sold, released and confirmed, and by these presents do grant, bargain and sell, release and confirm unto the said Grantees, their heirs, personal representatives and assigns. ALL THAT CERTAIN piece or parcel of land with improvements thereon, situate in the Township ot Lower Allen, County of Cumberland, and state ot pennsylvania, being more particularly bounded and described on Exhibit "A" attached hereto: HAVING THEREON erected a two-story brick and aluminum dwelling known and numbered as 310 Somerset Drive, Shiremanstown, Pennsylvania. ?El~G ~~e ~ame prenises which Bel-Aire Homes, Inc., by Deed dated January 16, 1~69 and recorded January 17, 1969 in Deed Book B-23, Page 606, in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, granted and conveyed unto John G. Caber and Thelma T. Cober, husband and wife, the Grantors herein. UNDER AND SUBJECT to all restrictions, easements, covenants, conditions and agreements of record. 6001( 135 fAtE 299 TOGETHER with all and singular the buildings and improvements, ways, streets, all.ye, passages, waters, water- courses, rights, liberties, privileges, hereditaments and appurtenances, whatsoever unto the hereby granted premises belonging, or in any wise appertaining, and the reversions and remainders, rents, issues and profits thereof; and all the estate, right, title interest, property, claim and demand ~hatsoever of the~, the said Grantors, as _ell at la- as in =q..:~tj, cf, i:: and to t.he sa..e. TO HAVE AND TO HOLD the said lot or piece ot ground above described, with the messuage or tenement thereon erected, hereditaments and premises hereby granted, or mentioned and intended so to be, with the appurtenances, unto the said Grantees, their heirs, personal representatives assigns, to and for the only proper use and behoof of the said Grantees, their heirs, personal representatives and assigns, forever. AND the said Grantors, for themselves, their heirs, personal representatives and assigns, do covenant, promise and agree, to and with the said Grantees, their heirs, personal repre~entatives and assigns, by these presents, that they, the said Grantors, their heirs, personal representatives and assigns, all and singular the hersditaments and premises hereby granted or mentioned and intended so to be, with the appurtenances, unto the said Grantees, their heirs, personal representatives and assigns, against them, the said Grantors, their heirs, personal representatives and assigns, and against all and every person and persons whomsoever lawrully claiming or to claim the same or any part thereof, by, from or under him, her, them or any or them, shall and will, Subject as aforesaid, WARRANT and forever DEFEND. ~ wilnej6 wh.~ojP, the Grantors have hereunto set their hands and seals. Dated the day and year first above written. ~J (1~/ John G. Caber 7ZJ:" rr~ Thelma T. Cober ( SEAL) ( SEAL) -2- eOOK 135 PACE 300 -- c'rtificaltl 0/ R.JuLnaI I hereby certify that the precise residence of the Grantees herein is as follows: cia John G. Caber and Thelma T. Cober, Trustees JIO Somerset Drive, Shiremans~own, PA 17011 AknbW~~ COKKONWBALTH OF PENNSYLVANIA .. COUNTY OF DAUPHYN On this, the ~day ot February, 1996 before me, a Notary Public in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared John G. Cober and Thelma T. Cober, husband and wife, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument and acknowledged that they executed the same ~ purposes therein contained. WHEREOF, I hereunto set my hand and official (~./ If ~P!.:,.-./ Notary Pu 1c 8S1 NOTARIAl sEil . PAULA N. AHGl.EUEYEA1~olIIy Public Hummelslown, Dalll'"ln Counly Moj Commission ExpkK May 17. f999 OF PENNSYLVANIA COUNTY OF CUMBERLAND . R~CORDED in th~ Office of the ~Q~der of Deed~~.J:I and for =.~'t\ce=.:.and Cc\;nt:', In Record Book. l~"" , Page cl~CI . ~e--, WITN~~~y hand and official seal this 7,;;v day o~ ~ -3- eOOK 135 PACE 301 BXHIBIT "A" " - BEGINNiNO'- at a- 0-ln-t on the southern 1'1.ne "of Somer.~t-l)r1ve')--- eai.d point be1ng at- ~he dividing line between Lots Nos. _10 and 11 on the herelnafEer mentloned_._plan of lote J thence oontinuing" along sald dividIng 11ne, South 2) degrees 24 m1nutes East. one hundred thirteen and eighty hundredths (11).80) feet to a point, thenoe along the 11ne ot land of Ivan J. Roth South 67 degrees 05 minutes West, eighty and three thousandths (80.00)) feet to a polntJ thenoe"North 2) degrees 21. minutes West, one hundred thirteen and twelve hundredths (11).12) feet to a point on the southern line of Somer8et Drive, thence continuing along the 80uthern line of Somerset Dr~ve North 66 degree8 )6 minutes East, e1ghty (80) feet to a poInt, the plaoe of BBOINNINO. ":" 1',1'" -. . . BEING Lol; No. 10. Blook,"~" on Plan No.6 of: Shireman, Manor I I Extension, sald plan being reoorded in the Cumberla.~~" ~~u~ti'.:,~~~~~,~er' s Off1c~ tn Plan Book ?O, Pdp;e::')2' · iOOK 135 PAce 302 "--- s.. R.v.rs. fo, Inltru,Uonl er'/...) tI.',.." . .. REALTY TRANSFER TAX STATEMENT OF VALUE too-o..wt"'''h 01 "HHSYIV.....'... OC'''.'MIHI 0' lIV1NUf .U.....U 0' 'HDIVIOUAl. r.uru 01". ,_ ".....IIIUIO.'A 17'''~J .,. ... ..~ C_,"'a .och 'MIlo.. o..d 111.11I d.pllco'. wllh R_".,.' 0...,. w..... (II ,h.1vII vol."ce.ald".,Io" I...., NI lOftIl In lit, d"d, (21"'''" lloa....., i. wi''''''' co..aid.,.,'Oft, ., by gift. or 13) 0 '.a .....p.... I. don....l. A 5'0'_.'" .1 Vo," " lI.t ,equ;,.td IIlh lto""., I. ...hoIIy......,. ,,_ 10. ....td .., (I) lamil,. ,alotlo..ahIp or 121 p"blle vtlkly .._..... .. _a ap_. I. .....c1. oII,cIs ...11.... ,,,",(.,. .. . '....._ H Aro. Ca~. I 717 s..... PA 533-3280 11. c.... 17033 . . $1. 00 J. .",." ..........4 V.lloM t'lo GaOO. . .. I.. _.. M b...,._ c:~.. 100% Ill. ,_"'.,. .,".."" c......,... 100% 1. a..<k .........01>.'.'. 8... I.l.w I., lumpU... CI......" o Will 0' in'."OIa lucunion IN... ., o-....,.,t Ilu_ ,.. _wi o TIO,,,f., 10 ."d...,i.1 O...I.p"'.'" All'''cy, o T,o..,I., /. tI "\11'. 'AI,.th c.."'plt.. c'PY ,"nlll .g'...."'ld...lIlymg oll".".Rdori...) o f,on.t" b,tw,." p,i"ci90/ OM "lI."'. fAlloch c""'P'.'. capT 0' .g.My/..,.... port,. 09"."""") o l,~".f.n .. Ih. COIO\"'OII..."II11. .he U"N'" Sial.. onJ t"tlrv....",./IJIa. by ;,". cladlcollon. co"lI."'II.HolI H ." Un 01 co.d..natIon. III <o...l_..o,lo.. 0' I" li.u 0' <""d.",,,o,lall. ollod! copy.' ,..olVllon.) o T,on,'" 'rom "'O"llogo, to 0 holel.. 0/ 0 """'ll09. I.. dtlovh. M.1i90V. look NUlO\b.. : I'og. Nv"'.... o Co".aiv. or .onIl,",,,,ory J..d. I""ou. ,.,,"pl.,. copy o"~. p,io, duel lI.ina .C>J,Klad 0( confl,med.) o !>>IG'v'o,,'Y COlpC".,t. co,uolida'toft. "'.'v.... or diyhioft. (Anod COPT 01 ortld...) ::i.(OI"..,.l"......ptONl....,.'tfOf'dQim+:J~ilot...,.;,...~.,.fiO'it.....i Tr~r!gf~r iQ tc"\ 2. R,.v~,...h'~ Tr111l11t" .1' "'.-( benefic!arlca of which vvuld b. 8"8" t tranafenu .lor pur 0... of acac. and local real estate 1~~s. U....., po...llla. .II.w, 1....1.,. th.. I h.v. ...mu-." .hI. s,.t.....",. Inc.....,,,g...o'"p'ny'...''''o.....'loll, .....,. 'h. ....,.1 MY ........l.d,. -.I ....lo'. It I. !..... ..".01 _cI c....pl.... , _ny f. - ()-- 'c.. 'ItO,fRl Y OR An ACH ""UCAIU OOCUMIHTA"ON MAY ltrSUtT IN THE /lECOIlOfIl'S IEfUSAL eOOK 135 PACE JC3 ATTACHMENT 9 Copy of letter and supporting detail with respect to the date of death valuation of 310 Somerset Drive, Shiremanstown, P A. On December 20, 2006 I did a CMA on Mr. Caber's home at 310 Somerset, Shiremanstown, P A. The estimate on the 2207 square feet home was $114.00 per square foot which came to $251,598. Plus an additional $5000-$7000 for the pool. The total estimate is $256,598-$258,598. Sincerely, COII~~C~ Remax 1 st Advantage ~l R~tl( 1st Advantage 6375 Mercury Drive, Suite 101 Mechanicsburg, Pennsylvania 17050 Office: (717) 591-5555 Fax: (717) 591-7272 Q Each Office Independently Owned and Operated E o 48 48240795063 310 SOMERSET DR SHIREMANSTOWN PA 17011 6538 JOHN G & THELMA T COBER TRUST PROPERTY AND OWNER INFORMATION Plat Image Property Type Care of Name land Use Code Schhol District 6 land Description Neigborhood 4812 lot Condo Unit ID Census Tract 111 latitude Census Blk GrD 1 longitude ASSESSMENT VALUES Land Value Total Value Full Report Owner Name Mail Addr Mail Addr2 Subdivision House Number COBER, JOHN G & THELMA T TRUST 310 SOMERSET DRIVE SHIREMANSTOWN PA 17011 SHIREMAN MANOR 310 R RESIDENTIAL BUILDING 101 RESIDENTIAL 1 FAMILY LOT 10 BLK Q PL 6 PB 20 PG 35 L-0010 40.217653 76.959697 Building Value Clean And Green $147,380.00 Sale Price 22/1996 $1.00 BUILDING CHARACTERISTICS rr'ear Built Eft Year Built Living Area SF Living Area Factor Living Area Total limitina Factors 1969 1969 1967 58.35 114774 d-do-1 S~ ~(. -/.,", \ \ <<i _----- d S~~~<r, 'O>(ltC \ l.......--............- + /" ~1~' -'1 .~-' It) ~ ./ d d- I -&1 <-6 d-~~'~ Deed Book 00135 Deed Page 00299 Deeded Acres Stories Dwelling Type Sewer Type Road Type Water Source 0.21 2 DETACH PUBLIC PAVED PUBLIC rf>?Oroo' dl 1,~~ .- 'SOL" ( 5 u.~ .rot:)1'\ov\ ( c:L'fa \ l::L X~Q S~i~/ .~~.._..M' .- b ~ rv-..c,~;,J....+ ~~Jw-C7tVf'-S ~ ,~-\. "-$ t==" ~,-(l.\ ~ l\ ~ Y2- ~v ,~~.. I Residential/Farm - Active ADDRESS MLS# Status Area Sale/Rent SaFt Abv G DOM LP $/SaFtAbv G SP $/SaFtAbv G 817 Fllintlock Ridge Road 10139956 Active 6 For Sale 2320 35 $265,000 $114.22 Total Listinas Ava Ava Ava AVQ Ava 1 35 $265.000 $114 Residential/Farm - Pending ADDRESS MLS# Status Area Sale/Rent SaFt Abv G DOM LP $/SaFt Abv G SP $/SoFt Abv G 22 Tall Tree Drive 10135358 Pendina 6 For Sale 2130 105 $250,000 $117.37 517 DEUBLER ROAD 10140562 Pendina 6 For Sale 2377 9 $264 900 $111.44 Total Listinas Ava Ava Ava Ava Ava 2 57 $257.450 $114 Residential/Farm - Sold ADDRESS MLS# Status Area Sale/Rent SoFt Abv G DOM LP $/SoFt Abv G SP $/SoFt Abv G 615 SOMERSET DRIVE 10136301 Sold 6 For Sale 2350 18 $250000 $106.38 $250.000 $106.38 526 Penn Ayr Rd 10130949 Sold 6 For Sale 2229 42 $259 900 $116.60 $250.000 $112.16 320 Blacklatch Lane 10134705 Sold 6 For Sale 2288 34 $259 900 $113.59 $252.000 $110.14 5252 Deerfield Avenue 10136995 Sold 6 For Sale 2436 12 $259 900 $106.69 $259,900 $106.69 815 ACRI ROAD 10132638 Sold 6 For Sale 2290 3 $262 500 $114.63 $262 500 $114.63 Total Listinas Ava Ava Ava Ava Ava 5 21 . $258.440 $111 $254.880 $110 LP: SP: High $265,000 262 500 Residential/Farm Summary Statistics Low $250,000 $250 000 Disclaimer Average $259,012 $254 880 Median $259,900 252 000 Information provided is deemed reliable but not guaranteed. ~...~~.Q~~n~>~ Liv Rm Dim 18X13 Level 1 Din Rm Dim 12Xl1.6 Level 1 Kitchen Dim 12X18 Level 1 Fam Rm Dim 22X14 Level 1 Den Dim M BR Dim 12X17 Level 2 BDl Dim BD2 Dim 11X14 Level 2 BD3 Dim 11X11 Level 2 BD4 Dim llX12 Level 2 BD 5 Dim Sunroom Level 1 other BelowB D Sold List Price Address City Area 6 County Cumberland Design Colonial # Bdrms 4 # FP 1 Wood Floor Wood Floor, Bay/Bow Window Pantry Fireplace-wood Class Residential/Farm Type Detached MLS # 10136301 $250,000 615 SOMERSET DRIVE Mechanlcsburg Mun Mechanicsburg Dev HERITAGE ACRES Schl Dlst Associated Document # Stories 2 Story Handicap Baths F 2 H 1 Levels Possession Virtual Tour Zip 17055 Mechanlcsburg o Quick Links: 1111111 Ceiling Fans, Full Bath Bath Half Full Ismt 0 0 Main 1 0 2nd 0 2 3rd 0 0 Ceramic Tile Floor Tax 3415 Tax Year 2005-06 Acres Lot Past Acres Till Acres Square Ft Source Public Records Square Feet Above Grade 2350 Finished Square Feet Below Grade 390 +/- Condo Fee Fee Frequency Adult Community Warranty Year Built +/- 1981 Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat Basement I>>ublic View Remarks Stick Built Brick, Vinyl Composition Dishwasher, Range-Elec Deck, Hot Tub, Patio other Breakfast Bar, Formal Dining Room 2 Car Garage Ceiling Fan, Central Air Park, Playground Electric, Forced Air, Heat Pump Four Season Room WtrlSwr Community Sewer, Public Sewer, Public Water Lot Sz Less Than 1/4 Ac Lot Desc Age Rd Frntg Use Out Bldg Barn Type Barn Incl Fm Equip Fence Electric Other Occ Owner Zoning Residential Full, Partially Finished Avail Fine Conventional, VA, Cash THIS IS NOT A DRIVE-BY! HOME FEATURES 4 SPACIOUS BEDROOMS, 2 1/2 BATHS, FORMAL LR AND DR. FAMILY ROOM W/FIREPLACE AND BUILT-IN SHELVES. KITCHEN FEATURES ISLAND AND CORIAN COUNTERTOPS. FOUR SEASONS ROOM ADDS TO LIVING SPACE ENJOYMENT. PRICED TO SELL! Agent Remarks 21-30 Years Municipal Road Dlr FROM S MARKET ST, E/ ELM WOOD, l/ ALISON, L/ NORWAY, R/ SOMERSET. Ustlng Type Exclusive Right Under Const No Est Comp Date Update Date 11/9/2006 Owner Owner Ph SAC 0 TLC Show Call Ust Office Lock Box CPML BAC 2.5 OAC LO RE/MAX REALTY ASSOCIATES Office (717) 761-6300 3425 MARKET ST CAMP HILL, PA 17011 LA RUTH ANN ZIMMERMAN (717) 761-6300 ruthann@capltalareahomes.com LA2 LA3 Selling Office RE/MAX 1ST ADVANTAGE Selling Agent VALLERY CLOUSE Contract Date 10/8/2006Closlng Date 11/8/2006Flnc Cash DOM 18 Sold Price $250,000 Seller Help Cis Cost 0.00 Seller Help Repairs 0.00 Information provided is deemed reliable but not guaranteed. 01/22/200701:17 PM CST Liv Rm Dim 18.4x12.1 Din Rm Dim llxll Kitchen Dim 14xl0 Fam Rm Dim 16x15 Den Dim M BR Dim BDl Dim BD2 Dim BD3 Dim BD4 Dim BD 5 Dim Laundry Ro... 15x6 Level 1 Level 1 Level 1 Level 1 laxll Level 2 D Pending MLS # 10135358 Class Residential/Farm Type Detached List Price $250,000 Address 22 Tall Tree Drive City Camp Hili Mun Falrvlew Zip 17011 Area 6 Dev Green Lane Farms Schl Dlst West Shore County York Associated Document 1 Quick Links: Design Traditional # Stories 2 Story Handicap No 131 III III # Bdrms 4 Baths F 2 H 1 Levels # FP 1 Possession Settlement Virtual Tour Wood Floor, Bay/Bow Window Wood Floor, Bay/Bow Window Ceramic Tile Floor Gas Fireplace, Wood Floor, Wall To Wall Carpet Ceiling Fans, Wall To Wall Carpet Bath Half Full Bsmt 0 0 Main 1 0 2nd 0 2 3rd 0 0 15x10 13xl0 llx14 Level 2 Level 2 Level 2 Ceiling Fans, Wood Floor Ceiling Fans, Wood Floor Ceiling Fans, Wood Floor Tax 2500 Tax Year 2006 Acres Lot 0.3521 Past Acres Till Acres Square Ft Source Public Records Square Feet Above Grade 2130 Finished Square Feet Below Grade +/- Condo No Fee Fee Frequency Adult Community No Warranty No Year Built +/- 1974 Level 1 Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat Basement Public View Remarks Frame, Stick Built WtrlSwr Brick Lot Sz Asphalt/Fiberglass Lot Desc Range-gas, Dishwasher, Disposal, Refrigerator, Washer, Dr... Age Deck, Patio, Storm Doors, Exist Rd Frntg Smoke Detectors, Garage Door Opener, Cable Ready Use Breakfast Room, Formal Dining Room Out Bldg 2 Car Garage Barn Type Central Air Barn Incl Golf Course, Playground, Pool, Shopping Mall, Tennis Courts Fm Equip Forced Air, 011, Propane Fence Chain-Link Family Room, Foyer, Laundry Room Electric 200 + Amps Occ OWner Zoning Residential Concrete Floor, Full Avail Fine Conventional, Cash OWNERS WANT THIS HOME SOLD AND WILL ENTERTAIN ANY REASONABLE OFFER!!!!!! This 4 Br, 2.5 Bath home has tons of character. New furnace in '98,' new AlC in '03', Hardwood throughout. Gas propane fireplace In family room, fenced yard, two tiered deck overlooking the Yellow Breeches & steps to the creek, 2 car Garage, nicely landscaped lot. All appliances remaln.......Not In flood zone Public Sewer, Public Water 1/4 Ac Less Than 1/2 Ac Fenced, Level, Stream/Creek 31-40 Years Municipal Road Agent Please make sure all lights are out and all doors are locked before leaving property.....Thanks!!!! Remarks Dir S/83. to New Cumberland Ex., Strlght at Light, L/Green Ln. L/Yellow Breeches. L/Tall Tree Dr. listing Type Exclusive Right Under Const No Est Comp Date Owner Owner Ph Show Call List Office, Call Owner, Lockbox Lock Box CPML LO RE/MAX REALTY SELECT Main (717) 526-4300 801 E PARK DR LA KATE UHOUK (717) 329-7784 kateuhollk@comcast.net LA2 LA3 Selling OffIce THE HOMESTEAD GROUP RESelling Agent IRA NAIDITCH Contract Date 12/13/20QCloslng Date 2/28/2006Flnc DOM 105 Update Date 12/14/2006 SAC 3. TLC BAC 3. OAC HARRISBURG, PA 17111 Sold Price Seller Help Cis Cost Seller Help Repairs 01/22/200701:17 PM CST Information provided is deemed reliable but not guaranteed. Llv Rm Dim 16.6x13.3 Din Rm Dim 13.2xl0.1 Kitchen Dim 13.8x12.8 Fam Rm Dim 19.6x12.8 Den Dim M BR Dim BDl Dim BD2 Dim BD3 Dim BD4 Dim BD 5 Dim Level 1 Level 1 Level 1 Level 1 15x14.11 Level 2 o Sold List Price Address City Area 6 County Cumberland Design Traditional # Bdrms 5 # FP 1 Wood Floor Wood Floor Wood Floor Ceiling Fans, Wood Floor MLS # 1013094~ $259,900 526 Penn Ayr Rd Camp Hili Class Residential/Farm Type Detached 12.9x11.1 Level 2 11. 11x8. 9 Level 2 10.1OX10. Level 2 10.lOX9.7 Level2 Mun Hampden Zip 17011 Dev Country Club Park Schl Dlst Cumberlnd Vally Associated Document 1 Quick Links: # Stories 2 Story Handicap m 1111I11 Baths F 2 H 1 Levels Possession Virtual Tour Bath Half Full Bsmt 0 0 Main 1 0 2nd 0 2 3rd 0 0 Wood Floor Wood Floor Wood Floor Wood Floor Wood Floor Tax 2200 Tax Year 2005 Acres 0.20 Lot Past Acres Till Acres Square Ft Source Owner Square Feet Above Grade 2229 Finished Square Feet Below Grade +/- Condo Fee Fee Frequency Adult Community Warranty Year Built +/- 1967 Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat Basement Public View ~emarks Stick Built Wtr/Swr Brick, Vinyl Lot Sz Asphalt/Fiberglass Lot Desc Microwave, Dishwasher, Disposal, Range-Elec Age Grlll,Gas/Propane, Patio Rd Frntg Smoke Detectors, Garage Door Opener, Ceiling Fan Use Eat-In Kitchen, Formal Dining Room Out Bldg 2 Car Garage, Off Street Parking, On Street Parking, Paved DIBarn Type Central Air Barn Incl Golf Course, Health Club, Public Transportation Fm Equip Forced Air, Natural Gas Fence other Family Room, Laundry Room Electric 200 + Amps Occ Owner Gas Fireplace Zoning Residential Full, Interior Access, Unflnlshed Avail Flnc Conventional, VA, FHA, Cash Country Club Park 2-story traditional w/over 2200 sq. ft. of living space. 5 bedrooms, 2/5 baths, 1st floor laundry, fabulous hardwood floors, Ig eat-In kitchen, FR w/gas FP, Andersen replacement windows, beautifullg level landscaped lot. Backyard fenced. Outside gas hook-up. OJ schools. Public Sewer, Public Water Less Than 1/4 Ac Clear, Fenced, Level 31-40 Years Municipal Road "gent $2000 wallpaper allowance with acceptable offer!!! Remarks Dlr 11/15N. L/Brentwater, L/Golfview, RlPenn Ayr, House on left. listing Type Exclusive Right Under Const No Est Comp Date Owner Owner Ph Show Call List Office, Call Owner Lock Box CPML LO JACK GAUGHEN ERA-GAUG2 OffIce (717) 697-4673 101 OLD SCHOOLHOUSE L LA COLLEEN NICHOLSON (717) 215-6854 colleennlcholson@remax.net LA2 LA3 Selling OffIce HOWARD HANNA COMPANY.Selllng Agent SUSAN KENT Contract Date 7/13/2006Closlng Date 8/30/2006Flnc Conventlol DOM 42 Update Date 9/13/2006 SAC 3 TLC BAC 3 OAC MECHANICSBURG, PA 17055 Sold Price $250,000 Seller Help Cis Cost 0.00 Seller Help Repairs 0.00 01/22/200701:17 PM csr Information provided Is deemed reliable but not guaranteed. D Sold List Price Address City Area 6 County Cumberland Design Traditional # Bdrms 5 # FP 1 Wood Floor Wood Floor Vinyl Flooring Fireplace-wood, Wall To Wall Carpet HLS # 10134705 $259,900 320 Blacklatch Lane Camp Hill Class Residential/Farm Type Detached Hun lower Allen Zip 17011 Dev Allendale Schl Dlst West Shore Associated Document 1 Quick Links: # Stories 2 Story Handicap No B II m 1m Baths F 2 H 1 Levels Possession Virtual Tour Llv Rm Dim 18x14 Din Rm Dim 12x12 Kitchen Dim 12x11 Fam Rm Dim Den Dim M BR Dim BDl Dim BD2 Dim 12x9 Level 2 BD3 Dim 13xl1 Level 2 BD4 Dim 14x11 level 1 BD 5 Dim 14x11 Level 2 Laundry Ro... 9x7 level 1 Game Room 25x25 BelowB Sunroom 15x12 Level 1 Tax 2974 Tax Year 2006 Acres 1.04 Lot Square Ft Source Public Records Square Feet Above Grade Condo No Fee Fee Frequency Level 1 Level 1 level 1 Level 1 Bath Half Full Bsmt 0 0 Main 1 0 2nd 0 2 3rd 0 0 level 2 Wood Floor 14x13 Wood Floor Walk-In Closet, Wood Floor Wood Floor Wood Floor Vinyl Flooring Past Acres Till Acres 2288 Finished Square Feet Below Grade 900 + 1- Adult Community No Warranty No Year Built +/- 1965 Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat Basement Public View ~emarks Frame, Brick WtrlSwr Aluminum, Brick Lot Sz Asphalt/Fiberglass Lot Desc Dishwasher, Refrigerator, Washer, Dryer Age Patio, Porch, Storm Doors, Exist, Storm Windows, Exist Rd Frntg Smoke Detectors, Garage Door Opener, Ceiling Fan, Cable ReUse Formal Dining Room Out Bldg 2 Car Garage, Attached, Off Street Parking, Paved Drive Barn Type Whole House Fan Barn Incl Fm Equip Fence Electric Circuit Breakers, 200 + Amps Occ Owner Fireplace W/Heatolator Zoning Residential Exposed/Walkout, Exterior Access, Finished, Full, Interior AI Avail Flnc Conventional, Cash Very nice home on cul-da-sac. largest lot In Allendale! 1+ acre wooded! Hardwood firs. entire 2nd firs. family rm on 1st fir. w/brlck fireplace. 3 season rrn. and patio. Slate entry foryer, Formal dining rm w/built-in corner cabinets. Finished walkout basement and walk-up attic above house and attic stroage above 2 car att. garage. Great home In a great neighborhood, near schools, shopping and Interstate access. Public Sewer, Public Water 1 Ac less Than 2 Ac Wooded 41-50 Years Municipal Road Electric, Radiant Attic, Florida Room, Laundry Room, Rec/Play Room ~gent Remarks Dlr 581 to 83 S., New Cumberland Ex. Straight light to Ceader Cliff T/l Allendale, TR Listing Type Exclusive Right Under Const No Est Comp Date Owner Owner Ph Show Call List OffIce, Lockbox Lock Box CPLB LO RE/MAX STERLING ASSOCIATES,OffIce (717) 245-2600 1909 RITNER HIGHWAY LA OWEN E. MEALS (717) 245-2300 omeals@remax.net LA2 LA3 Selling Office HOWARD HANNA COMPANY.Selling Agent NICK VORKAPICH Contract Date 9/21/2006Closing Date 10/31/200Flnc Conventlol DOM 34 Update Date 11/1/2006 SAC 0 TLC BAC 3.25V OAC CARLISLE, PA 17013 Seller Help Cis Cost 0.00 Seller Help Repairs 0.00 01/22/200701:17 PM CST Sold Price $252,000 Information provided is deemed reliable but not guaranteed. Llv Rm Dim Din Rm Dim Kitchen Dim Fam Rm Dim Den Dim M BR Dim BDl Dim BD2 Dim BD3 Dim BD4 Dim BD 5 Dim Sunroom Office Mud Room Tax 2679 Tax Year 2006 Square Ft Source Public Records Condo Fee Level 1 Level 1 Level 1 Level 1 Level 2 Level 2 Level 2 Level 2 Level 1 BelowB o Sold List Price Address City Area 6 County Cumberland Design Traditional # Bdrms 4 # FP 1 Wood Floor Wood Floor Class Residential/Farm Type Detached MLS # 10136995 $259,900 5252 Deerfleld Avenue Mechanlcsburg Mun Hampden Dev Good Hope Farms Schl Dlst Associated Document 1 # Stories 2 Story Handicap No Baths F 2 H 1 Levels Possession Virtual Tour Zip 17050 Cumberlnd Vally Quick Links: liDmll Fireplace-wood Bath Half Full Bsmt 0 0 Main 1 0 2nd 0 2 3rd 0 0 Skylight, Ceiling Fans, Ceramic Tile Floor Acres Lot Past Acres Till Acres Square Feet Above Grade 2436 Finished Square Feet Below Grade +/- Fee Frequency Adult Community No Warranty Yes Year Built +/- 1970 Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat Basement I'ubllc View ~emarks Frame WtrlSwr Aluminum, Brick, Vinyl Lot Sz Composition Lot Desc Range-gas, Dishwasher, Disposal, Refrigerator, Washer, Dr... Age Deck, Porch Rd Frntg Smoke Detectors, Garage Door Opener, Cable Ready Use Breakfast Bar, Formal Dining Room Out Bldg 2 Car Garage Barn Type Ceiling Fan, Central Air Barn Incl Golf Course, Health Club, Medical Facility, Park, Playground, FFm Equip Forced Air, Oil, Propane Fence Family Room, Four Season Room, Foyer, Laundry Room, MudElectric Occ Zoning Finished, Full Avail Flnc This home has been lovingly maintained and updated. Features Include formal LR, dining room with hardwood floors. Spacious FR wlt~ FP. Classy Ed Lank kitchen with breakfast bar and top of the line appliances. Gorgeous sun room with Italian tile, skylights leading to deck and wonderful yard. Master suite with granite shower. Other features, replacement windows, 1st fir. laundry/mud room. LL office &FR 'gent ~emarks Public Sewer, Public Water 1/4 At Less Than 1/2 At Level 31-40 Years 200 + Amps Owner Residential Dir W.Carllsle Pike to R Skyport to left on Deerfleld Listing Type Exduslve Right Under Const No Est Comp Date Update Date 11/15/2006 Owner Owner Ph SAC 3.0 TLC Show Call List OffIce, Call Owner, Lockbox Lock Box CPML BAC 3.0 OAC LO JACK GAUGH EN ERA-GAUG9 OffIce (717) 564-5101 4099 DERRY ST HARRISBURG, PA 17111 LA DOLORES CASTRIOTA (717) 579-6789 dee.tastrlota@jgr.com LA2 MARLO HEAGY (717) 215-5478 LA3 Selling OffIce THE HOMESTEAD GROUP RESelling Agent JENNIFER HOLUSTER Seller Help Cis Cost 0.00 Contract Date 10/18/20OCloslng Date 11/15/200Finc Conventlol DOM 12 Sold Price $259,900 Seller Help Repairs 0.00 Information provided is deemed reliable but not guaranteed. 01/22/200701:17 PM CST Liv Rm Dim 17.5X13.5 Din Rm Dim 13X12 Kitchen Dim 14.5X12 Fam Rm Dim 25.5X14 Den Dim M BR Dim BDl Dim BD2 Dim BD3 Dim BD4 Dim BD 5 Dim Game Room BelowB Laundry R... 8X6 Level 1 Bedroom BelowB Tax 2750 Tax Year 2006 Square Ft Source Public Records Condo No Fee Level 1 Level 1 Level 1 Level 1 19.5X12.5 Level 2 13.5X13.5 Level 2 13.5X12 Level 2 13.5X9.5 Level 2 D Sold List Price Address City Area 6 County Cumberland Design Traditional # Bdrms 4 # FP 1 Wall To Wall Carpet Wall To Wall Carpet, Chair Rail Ceiling Fans, Vinyl Flooring Fireplace-wood, Wall To Wall Carpet Class ReSidential/Farm Type Detached MLS # 10132638 $262,500 815 ACRI ROAD Mechanlcsburg Dev Mun East Pennsboro Zip 17050 LAUREL HILLS Schl Dlst East Pennsboro Associated Document 0 Quick Links: # Stories 2 Story Handicap No m III Baths F 2 H 1 Levels Possession NEGO Virtual Tour Ceiling Fans, Walk-In Closet, Wall To Wall Carpet Bath Half Full Bsmt 0 0 Main 1 0 2nd 0 2 3rd 0 0 Wall To Wall Carpet Wall To Wall Carpet Wall To Wall Carpet Wall To Wall Carpet Vinyl Flooring Wall To Wall Carpet Acres 0.30 Lot Square Feet Above Grade Fee Frequency Past Acres Till Acres 2290 Finished Square Feet Below Grade 1000 +/- Adult Community No Warranty No Year Built +/- 1989 Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat Basement Public View Remarks Frame WtrlSwr Aluminum, Brick Lot Sz Asphalt/Fiberglass Lot Desc Microwave, Dishwasher, Disposal, Range-Elec Age Deck, Patio, Porch Rd Frntg Smoke Detectors, Garage Door Opener, Ceiling Fan, Cable ReUse Eat-In Kitchen, Formal Dining Room Out Bldg 2 Car Garage, Off Street Parking Barn Type Central Air Barn Incl Golf Course, Park, Playground Fm Equip Heat Pump Fence Great Room, OffIce/Computer Room Electric 200 + Amps Occ OWner Zoning Residential Finished, Full Avail Fine Conventional, VA, Cash GREAT LAUREL HILLS TRAD W/ 4 OR 5 BR, 2.5 BA, FULL FINISHED BASEMENT WI OFFICE OR 5TH BR, AND A BEAUTIFULLY DONE GAME ROOM. FR BOASTS WOOD BURNING FP AND FRENCH DOORS TO THE DECK AND WONDERUFLL Y LANDSCAPED BACKYARD. ALL BEDROOMS ARE NICELY SIZED WI AMPLE CLOSET SPACE. EAT-IN KITCHEN WI NATURAL LIGHT & SOME NEW APPlIANCES. NEW RETAINING WALL ON SIDE YARD AND ADD'L PATIO, PERFECT FOR BASKETBALL HOOP. Public Sewer, Public Water 1/4 Ac Less Than 1/2 Ac Clear, Comer 11-20 Years Municipal Road "gent THE BAR, BARSTOOLS AND POOL TABLE IN BASEMENT CAN BE PURCHASED WI THE HOME AT AN ADD'L PRICE. SELLER NEEDS AMP... Remarks TIME TO FIND SUITABLE HOUSING, LEASEBACK IS AN OPTION. Dir CARlISLE PK WEST TO ORRS BRIDGE RD, R/ GOlFVIEW, R/ BEECH RUN, LI ACRI TO HOME ON LEFT Listing Type Exclusive Right Under Const No Est Comp Date Owner Owner Ph Show Call List OffIce, Lockbox Lock Box CPML LO RE/MAX REALTY ASSOCIATES Office (717) 761-6300 3425 MARKET ST LA MICHELLE SNEIDMAN (717) 441-5618 mlchelle.sneidman@remax.net LA2 DAVID JONES (717) 441-5619 LA3 Selling OffIce PRUDENTIAL THOMPSON WSelllng Agent KENNETH OIL 1Z Contract Date 7/8/2006 Closing Date 8/22/2006Flnc Conventlol DOM 3 Update Date 8/22/2006 SAC 2.5 TLC BAC 2.5 OAC CAMP HILL, PA 17011 Sold Price $262,500 Seller Help Cis Cost 0.00 Seller Help Repairs 0.00 01/22/2007 01: 17 PM CST Information provided Is deemed reI/able but not guaranteed. Liv Rm Dim 14'4X16'8 Din Rm Dim 14'4Xll'l Kitchen Dim 14'8X12'9 Fam Rm Dim 20'9X12'9 Den Dim M BR Dim BDl Dim BD2 Dim BD3 Dim BD4 Dim BD 5 Dim Laundry ROm Level 1 Level 1 Level 1 Level 1 15'lX14'8 Level 2 12'6X11'3 l1'lX10'l l1'3X10'7 l1'2X9'7 16X10'5 Level 2 Level 2 Level 2 Level 2 Level 1 o MLS # 10140562 $264,900 517 DEUBLER ROAD Camp Hill Class Residential/Farm Type Detached Pending List Price Address City Area 6 County Cumberland Design Traditional # Bdrms 5 #FP 1 Wall To Wall Carpet Wall To Wall Carpet Vinyl Flooring Gas Fireplace, Wall To Wall Carpet Mun Hampden Zip 17011 Dev COUNTRY CLUB PARKSchl Dist Cumberlnd Vally Associated Document 1 Quick Links: # stories 2 Story Handicap No m 11I11 Baths F 2 H 1 Levels Possession SETTLEMENT Virtual Tour Bath Half Full Bsmt 0 0 Main 1 0 2nd 0 2 3rd 0 0 Wood Floor, Full Bath Wood Roor, Full Bath Wood Floor Wood Floor Wood Floor Vinyl Flooring Tax 2349 Tax Year 2006 Acres Lot Past Acres Till Acres Square Ft Source Public Records Square Feet Above Grade 2377 Finished Square Feet Below Grade +/- Condo Fee Fee Frequency Adult Community Warranty Year Built +/- 1971 Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat Basement Public View Remarks Stick Built Wtr ISwr Brick, Vinyl Lot Sz Composition Lot Desc Microwave, Dishwasher, Disposal, Washer, Dryer, Range-EI...Age Patio, Storm Doors, exist Rd Frntg Garage Door Opener, Ceiling Fan Use Eat-In Kitchen, Formal Dining Room Out Bldg 2 Car Garage, Attached Barn Type Central Air Barn Incl Golf Course, Health Club, Library, Medical Facility, Park, PlaygFm Equip Natural Gas Fence Attic, Family Room Electric 200 + Amps Occ OWner Gas Fireplace Zoning Residential Concrete Floor, Crawl Space, Drain, Full, Interior Access Avail Fine Conventional, Cash WONDERFUL 5 BEDROOM IN COUNTRY CLUB PARK, HAMPDEN lWP, CV SCHOOLS, CORNER LOT WITH BRICK AND VINYL, EAT-IN KITCHEN OFF FAMILY ROOM W/FIREPLACE. REPLACEMENT WINDOWS INSTALLED. NEWLY PAINTED INTERIOR WITH PLENTY OF ROOM FOR THE FAMILY AND IMMEDIATE POSSESSION POSSIBLE. Public Sewer, Public Water V4 Ac Less Than lh Ac Level 31-40 Years Municipal Road Agent CALL AGENT FOR APPT AT 979-4733. Remarks Dir CARUSLE PIKE, W MARKET ST., R/36TH, R/WOOD,/L/PENN AYR, L/OLD FEDERAL, l/DEUBLER ROAD. Listing Type exclusive Right Under Const No Est Comp Date Update Date 1/14/2007 Owner Owner Ph SAC 2.5 TLC Show Call List Agent Lock Box CPML BAC 2.5 OAC LO HOWARD HANNA COMPANY-HO\Offlce (717) 761-1910 3310 MARKET ST CAMP HILL, PA 17011 LA WES THOMAS (717) 979-4733 wesleythomas@howardhanna.com LA2 LA3 Selling OffIce PRUDENTIAL THOMPSON WtSelllng Agent MARY KELUHER Contract Date 1/14/2007Closlng Date 2/14/2007Flnc DOM 9 Sold Price Seller Help Cis Cost Seller Help Repairs Information provided Is deemed reliable but not guaranteed. 01/22/200701:17 PM CST Liv Rm Dim 18.9x12.3 Din Rm Dim 12.5x17.1 Kitchen Dim 14x12 Fam Rm Dim 13.5x19.1 Den Dim 12x12 M BR Dim 15x13.3 BDl Dim BD2 Dim BD3 Dim BD4 Dim BD 5 Dim Laundry ROm 5x8 Level 1 Vinyl Flooring SUnroom 16x22.8 Levell Ceiling Fans, Wall To Wall Carpet Foyer 8x9 Level 1 Vinyl Flooring Tax 2500 Tax Year 2006 Acres 0.42 Lot Square Ft Source Public Records Square Feet Above Grade Condo No Fee Fee Frequency Level 1 Level 1 Level 1 Level 1 BelowB Level 2 12.5x16 Level 2 12.4x13.3 Level 2 14.11xl1 Level 2 D MLS # 10139956 Class Residential/Farm Type $265,000 817 Fllintlock Ridge Road Mechanlcsburg Mun Upper Allen Dev Flintlock Ridge Schl Dlst Associated Document 1 # Stories 2 Story Handicap No Baths F 2 H 1 Levels Possession immediate Virtuai Tour Detached Active List Price Address City Area 6 County Cumberland Design Traditional # Bdrms 4 # FP 1 Wall To Wall Carpet Wall To Wall Carpet, Chair Rail Wood/Coal Stove, Pantry Fireplace-wood, Wall To Wall Carpet, Chair Rail, Half Bath Zip 17055 Mechanlcsburg Quick Links: 1m 111111 Bath Half Full Bsmt 0 0 Main 1 0 2nd 0 2 3rd 0 0 Wall To Wall Carpet, Full Bath Walk-In Closet, Wall To Wall Carpet Wall To Wall Carpet Wall To Wall Carpet Past Acres Till Acres 2320 Finished Square Feet Below Grade 800 +/- Adult Community No Warranty No Year Built +/- 1968 Const Ext Roof Appl Ext Fea Equip Dining Parking Cool Amen Heat Misc. Rms Assoc Amen Aux Heat Basement Public View Remarks Frame WtrlSwr Aluminum, Brick Lot Sz Composition Lot Desc Dishwasher, Refrigerator, Washer, Dryer, Water Softener Age Out Buildings Rd Frntg Smoke Detectors, Garage Door Opener, Water Filter, Ceiling fUse Eat-In Kitchen, Formal Dining Room Out Bldg 2 Car Garage, Attached Barn Type Heat Pump Barn Incl Fm Equip Fence Electric Circuit Breakers, 200 + Amps Occ Owner Zoning Residential Interior Access, Partially Finished Avail Flnc Conventional, VA, Cash Wonderful location on a Wooded Lot. Close to shopping, highways, offices. Home ready for new owners. Neutral enough to add your own personal touches. Enclosed Sun room/ porch In rear, could be used 3/4 of year. Lg. kltchen,famlly room w/fp. Laundry room/mud room just off garage. Sellers, In last 5 years have replaced the siding, furnace,roof,gutter, downspouts,well pump,garage openers, cabinets to sunroom, new carpet In sunroom. Private Water, Public Sewer V4 Ac Less Than 1/2 Ac Wooded 41-50 Years Municipal Road Electric Four Season Room, Laundry Room ~gent Some furniture for sale. Add your touches to make this your new home. Home located near the end of the cul-de-sac Remarks Dlr From Rt. 15,E on Winding Hill, l/t on Flintlock Ridge Road to hse on L Listing Type Exclusive Right Under Const No Est Comp Date Owner Owner Ph Show Call List Office Lock Box CPML LO JACK GAUGHEN ERA-GAUG2 Office (717) 697-4673 101 OLD SCHOOLHOUSE L LA JERRIS COLUNS-RUTH (717) 979-5631 Jerris.colllns@jgr.com LA2 ~3 Selling Office Selling Agent Contract Date Closing Date Flnc Update Date 1/8/2007 SAC 3 TLC BAC 3 OAC MECHANICSBURG, PA 17055 DOM Seller Help Cis Cost Seller Help Repairs 01/22/200701:17 PM CST 35 Sold Price Information provided Is deemed reliable but not guaranteed. ATTACHMENT 10 Copy of letter and supporting detail dated January 4,2007, with respect to the date of death valuation of assets of the Decedent, held in his living trust, through Ameriprise Financial Services as custodian. The detail for each individual account is listed on page 2. Christine A Mea~JAMER/ABFAlAEXP 01/041200702:51. PM January 4, 2007 JOHN A BENKOVICH JR AMERIPRISE FINANCIAL SERVICES 4661 TRINDLE RD CAMP HILL, PA170J 1-5603 Dear JOHN A BENKOVICH JR: To John A Benkovich/FieldIWH/AEFA@AMPF cc bcc Subject 16758414 3 001 JOHN G COBER - DEATH SETTLEMENT REQUIREMENTS - PLEASE DO NOT DELETE RiverSource Life Insurance Company RiverSource Funds Ameriprise Certificate Company Ameriprise Brokerage 70100 Ameriprise Financial Center Minneapolis, MN 55474 Thank you tor your recent inquiry regarding JOHN G CaBER's accounts. These are the values of the accounts as of 12/2312006. Annuities - Pre-1985 Account Number 93005901940 4 004 930067822070004 93007750451 0004 Total Value $48999.86 $35510.16 $136028.62 Ameriprise ONE Financial Account Account Number 0002 J 886775 2 021 00056406853 4 021 Total Value $0.00 $37920.68 SPS Advantage ONE Features Account Number 00047241070 3 021 Total Value $411174.38 # of shares Asset Value Per Share # of shares Asset Value Per Share # of shares Asset Value Per Share Client Name: Date of Death: JOHN G COBER 12/23/2006 Account: Valuation Date: 21886775 2 021 12/22/2006 Estimated Values No.1 Security Position .. I SymbOl I Cusip I Shares I High HI Low I Fair MarkelVa'tli! 'T C?tal 1 I I I I I I I Total Securities Value $0.00 Cash ...., .. . . . . $0.00 ESTIMATED ACCOUNT TOTAL $0.00 Client Name: Date of Death: JOHN G COBER 12/23/2006 Account: Valuation Date: 472410703021 12/22/2006 Estimated Values ~Q, . ~~f;l.;l.ri~y.~!)$itioo Symbol Cusip Sh.r~ ....,H.gb .../I;;~ .f41tM~t)~.f~' k. /t~J,; 1 AIM H/INC MUN A AHMAX 001419506 2216.741 N/A N/A $9.18 520,349.68 2 eOl M/CAP VAL A CMUAX 19765J863 1907.768 N/A N/A $14.51 $27,681.71 3 CS S/CAP CORE A WFAGX 22540Y866 1020.386 N/A N/A $20.98 521,407.70 4 FRKUS GOVT A FKUSX 3$3496607 8170;267 N!A N/A $6;..... $52,616.52 5 GLD GLBL INC A GSGIX 38141W109 1682.405 N/A N/A $12.80 $21,534.78 6 HERSHEY CO HSY 427866108 400 S50~78 $49~65 $50.2~ $20,086.00 7 MFS INTL DISC A MIDAX 552981888 417 .909 N/A N/A $26.95 $11,262.65 8 RVS INTL VAL A APIA>< 768920860 351.5.158 N.f" .. NIA $10.49 $36;874.01 9 RVS DIV OPP A INUTX 76931M105 13183.783 N/A N/A $8.86 $116,808.32 10 RVS S/DUR GOV A IFINX 76931Xt01 6904~803 N/A N/A $4.73 $32,659.72 11 SAIC INC SAI 78390X101 200 $17.94 $17.78 $17 .86 53,571.99 Total Securities Value $364,853.08 Cash .. $46,321.30 .. .. ESTIMATED ACCOUNT TOTAL $411,114.38 Client Name: Date of Death: JOHN G COBER 12/23/2006 Account: Valuation Date: 56406853 4 021 12/22/2006 Estimated Values No. Security Position Symbol Cus-ip Shc;nes High Low Fair Market Value Total 1 CNl HOTELS & RE CNlHOI 12617M101 500 $10,000.00 2 WP CAREVCli'A1,( .. .. WP14Df 220028305 13.10 ,......"....,\ ... . ' ""..'.'-'":>''' ...L:.. ,:$15,$t'~;50 3 HEAL TH CARE PRO Hep 421915109 346 $36.05 $35.61 $35.83 $12,397.18 Total Securities Value $37,920.68 Cash $0.00 ESTIMATED ACCOUNT TOTAL $37,920,68 The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as governed by each product. Please note that the values indicated for any Life Insurance product(s) reflect the gross death benefit at date of death, not the cash value. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for brokerage products are manually calculated, and should be used as estimates only. The prices used to provide values are estimates obtained from outside sources believed to be reliable. Ameriprise Financial does not guarantee the values. We appreciate the opportunity to be of service to you. Please contact us if you have any questions. ATTACHMENT 11 Statement with respect to claim for family exemption. Decedent: John G. Cober File: 21-07-0003 Claim for Family Exemption: Claim for the family exemption in the amount of$3,500.00 is made by Decedent's daughter, Sandra G. Cober, who resided with the Decedent for four years prior to his death. In addition, Decedent's grandson, Tristan J. Stasiulis, also lived with Decedent until the time of Decedent's death. Ms. Cober recently moved from Decedent's residence into the home at 5003 Ravenwood Road, Mechanicsburg, P A 17055, which explains why her address is different from that of Decedent at the time of his death. .. ATTACHMENT 12 Copy of Disc1aimer executed by Linda J. Cober. " . DISCLAIMER This Disclaimer is made pursuant to the pro,Xi,~ons of Chapter 20 of the Probate, Estates and Fiduciaries Code, 20 PAC. S, as amended, this I d-,,1 ' day of August, 2007, by Linda J. Cober, an individual residing at 305 Somerset Drive, Shiremanstown, PA 17011-6539, with respect to the Estate of John G. Cober and the John G. Cober Living Trust dated February 15, 1996, as amended. Witness: WHEREAS, John G. Coberdied testate December 23, 2006, and his Will has been admitted to probate in Cumberland County, PA at File No. 21-07-0003; and WHEREAS, Linda J. Cober is the Executrix of the Estate of John G. Cober; and WHEREAS, the Will of Decedent has left his entire estate the John G. Cober Living Trust dated February 15, 1996, as amended; and WHEREAS, Linda J. Cober is the sole beneficiary under the provisions of the John G. Cober Living Trust as amended by the provisions of the First Amendment to the John G. Cober Living Trust, which amendment was executed July 11, 1997; and WHEREAS, Linda J. Cober is an adult person and is under no disabilities and is making this Disclaimer of her own free will and accord and understands fully the legal effect of her actions; NOW THEREfORE, Linda 1. Cober, in her individual capacity, makes the following disclaimer: 1. I disclaim a one half interest in the net assets of the John G. Cober Living Trust, of which I am the current, sole Trustee and beneficiary. This Disclaimer is in favor of my sister, Sandra G. Cober, who resides at 5003 Ravenwood Road, Mechanicsburg, P A 17055. The value of this Disclaimer shall be one half the remainder of the trust after payment of any expenses and taxes on the Estate of John G. Cober. 2. If I were not alive, Sandra G. Cober would be the sole intestate heir of John G. Cober. Hence the legal effect of my disclaimer is to vest a one half interest in the net assets of the John G. Cober Living Trust in Sandra G. Cober. IN WITNESS WHEREOF, I have hereby set my hand and seal, the date first written above. WITNESS: LINDA J. COBER /J9elJ /) () ""/~ //'/J bp~ .4'~~ t ~ <I: ,.... <I: Q.. 0 ~ .J- ~ ~C....J-.Z Q..<t~~~i5 .a.. - E lI! i: fu<I: ~ <I: (/) U Cl) c:::J~ ~~ C'1~ -E:A- g 'ZOD] SEP I 9 A}.ll1: 16 '-'r _1 0~:. rl (:0(/ r.'': '" ;,....;T (' C 1- o o o o - !lru ru ..D ..D · \0 o ~O rLl ~N ~ ~~ "'~ ~ .-( =:seng ~ I~.-( ~~~< ~>;;~ rLl ~::c " ~~~:j ~~~ ~ f-< 0 ::c <z ~ ~ r- ~ = 0< · .-( U rLl ", CO C C U') C C o C C C r=t ru c C I'- l I I I ~ ~ ~ r--- rJl 00 ~ ~ ~ en ~rA ~ ~ ....... Q) CI) C" 0 ~s oo~ ~::s ~ ~~~g~ ~~g,€J ~.s~::3ti.l o .~ ~ O;=: v3~oU~ ~~U-U o I ~ -:- 1