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HomeMy WebLinkAbout12-27-08 -, '( . . .-J 15D511DlflJ.lf7 REV.1500 EX (06-05) PA Deparbnent of Revenue Bureau of Individual Tax.es ~ PO BOX.280601 ~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 07 File Number 0485 Date of Birth 203107134 04142007 10111920 Decedent's Last Name Suffix Decedenfs First Name MI RHOADS JR. WILLIAM L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW (!] 1. Original Return o 4. Limited Estate 9. Litigation Proceeds Received D 2. Supplemental Return D D D 4a. Future Interest Compromise (MIA nf rIMth mtAr 1'-1 '-II?) D D 3. Remainder Return (date of death prior to 12-13-82) !l FMf'!l'R1 F,,;tRtA TRY RAhIm R~lJired [!] o 6. Decedent Died Testate (Attach Copy of Wil) 7 Decedent Maintained a Uving Trust . (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes 10 Spousal Poverty Credit (date of death . between 12-31~1 and 1-1-95) D 11.Election to tax under Sec. 9113(A) (Attach Sch. 0) ~ORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number CRAIG A. BATCH, ESQUIRE 7177319600 Firm Name (If Applicable) GATES, HAL BRUNER & HATCH, p.e. 1013 MUMMA ROAD, SUITE 100 ~ REGISTER OF~~S USE Qt6. Y .)~p 8 ~2.: ;~ ~ Second line of address ,.'......... ~;J ';~~ --:1::; .::~ DA~ FILED \J ::r: First line of address .r:- City or Post Office LEMOYNE State PA ZIP Code 17043 o Correspondent's e-mail address:C.Hatch@GatesLawFirm.com Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowled~ and belief, it is true, correct arid complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knoWledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN TE . Scott A. Rhoads erland, PA 17070 Craig A. Hatch, Esquire OATE /e2/;JO/tJ 1, 3 Mumma Road, Suite 100, Lemoyne, PA 17043 Side 1 L 15051:.01411147 15051:.01111147 ...J ~~ . . PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Rhoads, William L. Jr. 21-07--0485 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal.representative is based on all information of which preparer has any knowledge. Signature #2 Name Address1 Address2 City, State, Zip Date ~J~ , Richard J. Rhoads 15 Mulligan Drive Etters, PA 17319 /2j/,/?(Jn7- . ---I :J.SDSbDli21Lfa REV-1500 EX Decedent's Name: William L. Rhoads Jr. RECAPITULATION 1. Real Estate (Schedule A).......................................................................................... 1. 2. Stocks and Bonds (Schedule B)................................................ ............................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5. 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. . Decedent's Social Security Number 203107134 145,000.00 78,201.74 7,500.00 11,446.33 132,216.75 374,364.82 21~?51.56 0. Funcial EAPcnsc:; & !'\dmiiii:;trativc Cost:; (SchGdulc H}......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total Deductions (total Lines 9 & 10)...J'.................................................................. 11. 12. Net Value of Estate (Line 8 minus Line 11 )............................................................. 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14'iaXable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X _ 15 0.00 351,599.63 0.00 o . 00 19. Tax Due..................... ...... ............................ ............... .................... .... ...... .......... ....... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L Side 2 15D5I:.D1f21lf! 15. 16. 17. 18. 1,013.63 22,765.19 351,599.63 351,599.63 0.00 15,821.98 0.00 0.00 15,821.98 ~ la5D51:.Dlf2:Llfl ---1 . . REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-- 07--0485 DECEDENTS NAME William L. Rhoads Jr. STREET ADDRESS 1101 Allen Street CITY I STATE IZIP New Cumberland PA 17070 Tax .Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 15,821.98 17,000.00 791.10 3. InterestlPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 17,791.10 Totalliit6i65t'P6iialty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 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 + SA. This is the BALANCE DUE. (4) (5) (SA) (5B) 1,969.12 Make Check Payable to: REGISTER OF WILLS, AGENT . - ~,.~ I~_' "'" ,- , ":."." _t~ _ '~.t .".t'!'. ."~ \".,~ .11,::;:-~_\.-,V:'"i-~~i;.~~..:_'\:" :-;'..".:":.;!:.l: '~~~Z~''''1;.t_~:':j, ~ l' 1:-" - PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS o 3. Did dececlent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?...... .......... ...... .......... .... ....................... ...... ... ........................ .... ..................... [!] 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. I 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 exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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. 99116 1.2) [72 P.S. 99116 (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. ~9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;.................................................................................. b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or. .......... ........... ....................... ........ ...................... ...... ..................... ............ d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration ? ..............................................................~............................................. ........... Yes No ~ ~ [!J [!J :_ __~. ~ ~ ~__ ~ -, :~;-; ~;~. ~~~\~\ t...~~l:'~~~~;~~~~:. r~,~:'I;~'K '~~~ ~;j~~ l ,.;.'1::f: 1 F~;;~.~.!:~~f;~~;;f.r':~~~~~:.~:;l:~~~~;.t'fr...~:~~ :t:~ (. ~,P I ,.' ... . . . Rev-1S02 EX+ (6-98) . SCHEDULE A REAL ESTATE COMMONWEAlTH OF PFNNl'lVlVANIA Hil:RITANCE TAX RETURN RESIDENT DECEDENT Rhoads, William L. Jr. fiLE NUMBER I 21- 07--0485 ESTATE OF All real property owned solely or as a tenant In cornmon must be reported at fair market value. Fair market value is defined as the llwice at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sen, both having reasonable kn~ of the relevant facts. Real property which Is JoIntly-owned with right of survivorship mUBt be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Single-family dwelling located at 1101 Allen Street, New Cumberland, - Ctllmberland County, Pennsylvania; being Tax Parcel No. 26-24-0809-124; transferred to William & Leona Rhoads by deed recorded in the Cumberland County Recorder Qf Deeds Office at Deed Book 155 Page 330. See attached appraisal. VALUE AT DATE OF DEATH 145,000.00 TOTAL (Also enter on Line 1, RecapitulC!ltion) 145,000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule A (Rev. 6-98) Rev.1503 EX+ (6-98) . . SCHEDULE B STOCKS & BONDS COMMONWEAlTH OF PENNSYlVANIA NHERrrANCETAXRETURN RESIDENT DECEDENT ---,---- . Rhoads, William L. Jr. !FILE NUMBER 21-07-0485 ESTATE OF All property Jolnlly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 12,199.96 shares of MFS Investment Management- 6.41 78.201.74 Fund-Account No. 36-9898423339 MFS Limited Maturity Fund-A 12,199.96 shares at $6.41 per share TOTAL (Also enter on Une 2, Recapitulation) 78.201.74 (If more space is needed, additional pages of the same size) Copyright (c) 2002 fonn software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) -, Rev-1508 EX+ (6-88) . . .. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Cow<<lNWE."l TH OF PENN-'5YlVANIA NHERITANCE TAX RETURN RESDENT DECEDENT ESTATE OF Rhoads, William L. Jr. FIILE NUMBER '21-07-0485 Include the proceeds of litigation and the date the proceeds were received by the estate. All property JolnUy-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 2000 Honda Accord - VIN 1HGCG6678YA137579 (value is sales price) VALUE AT DATE OF DEATH 7,500.00 TOTAL (Also enter on Line 5, Recapitul~on) 7,500.00 (If morc space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule E (Rev. 6-98) Rev-1509 EX+ (6-98) *' . . SCHEDULE F JOINTL V-OWNED PROPERTY COMMONWEAl.. TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FIILE NUMBER Rhoads, William L. Jr. .21-07-0485 If an asset was made joint within one ye. of the decedenfs date of death, It must be reported on !achedule G. SURVIVING JOINT TENANT(S) NAME A. Scott A. Rhoads ADDRESS RELATIONSHIP TO DECEDENT Son 1101 Allen Street New Cumberland, PA 17070 B. Richard J. Rhoads 15 Mulligan Drive Etters, PA 17319 Son C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH LETTER DATE ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST JOINTL V-HELD REAL ESTATF 1 A-B 1/1/1978 PNC Bank - Checking Acct. No. 4.203.08 33.333% 1.401.03 5140052534 2 A-B 11/27/1996 PNC Bank - Savings Acct. No. 13.309.42 33.3330/0 4.436.47 5000821469 3 A-B 5/1/1979 PNC Bank - Savings Acct. No. 16.826.51 33.333% 5,608.83 5130093033 . TOTAL (Also enter on Line 6, Recapitulation) 11.446.33 (If more space is needed, additional pages of the same size) Copyright (c) 2002 fonn software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1510 EX+ (6-98) . . . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEAlTH OF PENNSYlVANIA NiERfTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rhoads, William L. Jr. ILE NUMBER 21-07-0485 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. ITEM ' IIUN UI"" PRut"t:~ I Y DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Allstate Life Insurance Company - Annuity No. 13,540.54 13,540.54 GA1 0761 0 Owner/Annuitant: William L. Rhoads, Jr. Beneficiaries: children, Scott A. Rhoads, Richard J. Rhoads and Lee Ann Burkett, in equal shares 2 Aurora National Life Assurance Co. - Annuity No. 24,446.21 24,446.21 A081 029150 Owner/Annuitant: William L. Rhoads, Jr. Beneficiaries: children, Scott A. Rhoads, Richard J. Rhoads and Lee Ann Burkett, in equal shares 3 The Hartford - Annuity No. 990941762 94,230.00 94,230.00 Owner/Annuitant: William L. Rhoads, Jr. Beneficiaries: children, Scott A. Richard, Richard J. Rhoads and Lee Ann Burkett, in equal shares TOTAL (Also enter on Line 7, Recapitulation) , 132,216.75 , (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule G (Rev. 6-98) REV.1151 EX+ (12-89) . . . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Rhoads, William L. Jr. I=ILE NUMBER ,21- 07-0485 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) atteched 7,472.89 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I ErN Number of Personal Representative(s): Street Address City State Zip - Year( s) Commission paid 2. Attorney's Fees 10,460.00 See continuation schedule(s) attached 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 314.00 See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 3,504.67 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation), 21,751.56 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) . . . SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEAl.. TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESDENT DECEDENT Rhoads, William L. Jr. ~ILE NUMB~R 21-07-0485 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Musselman Funeral Home - funeral goods & services 6.127.89 2 Pastor Houck - memorial service 150.00 3 Rolling Green Cemetery - interment 1.195.00 Subtotal 7.472.89 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA';1500 Schedule H-A (Rev. 6-98) ------,------ ReY-1502 EX+ (6-98) . . . SCHEDULE H-B2 ATTORNEY'S FEES continued COMMONWEALTH OF PFNNSYl VANIA ~ERrrANCETAXRETURN RESIDENT DECEDENT Rhoads, William L. Jr. , i~li~_~~~~~ ESTATE OF ITEM NUMBER 1 DESCRIPTION Gates, Halbruner & Hatch, P.C. -legal fees AMOUNT 10.460.00 Subtotal i 10.460.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-ga) Rev-1502 EX+ (6-98) . . . SCHEDULE H.B4 PROBATE FEES continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIlENT DECEDENT Rhoads, William L. Jr. I, FILE NUMB~R I 21-07-048115 ESTATE OF I i ITEM NUMBER DESCRIPTION AMOUNT 1 Register of Wills - probate fees 314.00 Subtotal I 314.00 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98) Rev 1502 EX+ (6-98) . . - '* SCHeDULE H.87 OTHER ADMINISTRATIVE COSTS COMMONWEAl. TH OF PENNSVL VANIA continued NiERITANCE TAX RETURN RESIDENT DECEOENT . ESTATE OF IFILE NUMBE ~ Rhoads, William L. Jr. 21- 07-04l 5 ITEM DESCRIPTION AMOUNT NUMBER 1 A T& T - phone service 49.12 2 Comcast Cable - cable service 99.12 3 Cumberland Law Journal - publication fee 75.00 4 Ehrlich - pest control 150.28 5 Green Services, Inc. - lawn treatment 100.85 6 Mike Walter - lawn maintenance 75.00 7 New Cumberland Borough - sewer & trash removal 70.19 8 PA American Water - utility 139.49 9 Patriot-News - publication fee 333.18 10 PPL Electric Utilities - utility 124.51 11 Premier Appraisals - real estate appraisal fee 275.00 12 Register of Wills - fee for additional Short Certificates 24.00 13 Robin Gasperetti, Tax Collector - county real estate taxes 1,765.53 14 Travelers Indemnity & Affiliates - insurance premiums 174.33 15 Verizon - phone service 49.07 Subtotal 3,504.67 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) -------,-- Rev-1512 EX+ (6-98) . . *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE liABiliTIES, & LIENS COMMONWEAlTH OF PENNSYLVANIA ~ERITANCETAXRETURN RESDENT DECEDENT ESTATE OF Rhoads, William L. Jr. ,ILE NUMBE ! 21-07-04815 Include unrelmbunled medical expena.. VALUE AT DATE OF DEATH ITEM NUMBER DESCRIPTION 1 AT&T - phone service 38.92 2 Comcast Cable - cable service 49.56 3 New Cumberland Borough - sewer & trash removal 66.85 4 PA American Water - utility 39.22 5 PPL Electric Utilities - utility 36.12 6 Travelers Indemnity & Affiliates - insurance premiums 176.33 7 Verizon - phone service 26.38 8 West Shore Oil Co., Inc. - fuel oil 580.25 TOTAL (Also enter on Line 10, Recapitullation) (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. 1,013.63 Form PA-1500 Schedule I (Rev. 6-98) ----,- REV-1513 EX+ (9-00) . . . . COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE .. BE'NEFICIARIES NUMBER Rhoads, William L. Jr. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include oubight spousal aistributions, and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not Us. Trustee(s) FILE NUMB~R 21~7-048~ SHARE C F ESTATE AM9UNT OF ESTATE (W I>rds) ($$$) ESTATE OF I. 1 Lee Ann Burkett 27 South Mars Drive Sewell, NJ 08080 Daughter 1/3 of residue 113,275.54 2 Richard J. Rhoads 15 Mulligan Drive Etters, PA 17319 Son 1/3 of r~sidue 1/2 of Sch F assets 118,998.71 3 Scott A. Rhoads 1101 Allen Street New Cumberland, PA 17070 Son 1/3 of residue 1/2 of ~ch F assets 118,998.71 Total 351,272.96 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropnate, on Rev! 1500 cover she t II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHAR~TABLE AND GOVERNMENTAL DISTRIBUTIONS I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ! 0.00 CopYright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) . . DEArrll CER1'lFICArrlt HI05')05MS REV. 6/06 This is to certify that this is a true .of the record which is on file in the penn. Division of Vital Records with Act 66, P.L. 304, approve~ by tll ,eneral Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~ (J~~ tf ill accordance Calvin B. Johnson, M.D., M.P.H. Secretary of Health 1080431 No. lloce<lonl'. Allen _ResIdonce 170. Slate 1101 st. , Th. County f'llmh,:orl ",nn Rhoads Sr. 2Oa. _. Name (Typo I PrinQ 0 !i ~ ....24-2lI_beCllOllllolOdIly_ 2.. nne of 008Ih '"""-_. :.:e'~=l~ ealol-.'..,. III ...._anlnoa. llua '" (",as. _Clf): EnIIr UNlIBIl1lll.l. CAlISE =-..:.=.~... llua III IIW as . COIWMlU"nce Clf): d. 3lla. Woo.. AolqJoy JOb. __,..., FlndingI 31. Mamer 01 Dealh ~ _PriDfIo~ ~ D- ol Causa II Dealh? DYII ~Hc OYM 0110 D- O Pedlg InootI/gIIIOn 32ll. line oIlr1jooy o SuIcldo o Could Nol be DolemWnod II. T"'P. Cumberland CIly180nl for 0 _ Other"" c_ or Ilona1ion1 29.1_: o Not 1l'IP"I- past yw o Prognnol_oI_ o Not _It. but ptegnanI-~ days ol_ D Not _'-' bull1f1ll1l11'" <l dIys 10 1 ,.... --. o ~. Pf09'l8nIwiIlinlht pIIS1 year 32<. PIaca of I~ Home. Farm. Sbvel. Factory. Olb~. ole. (Spec;tyJ I ~ 15 ~ 33a. CdW ld*t anIy onol . Cartrvtng pIlJIldon (f'IlpIcion IlBIlIyIng CIllIS8 "'_ _...... ~ hoo prllnllIOlCBd doolll inl ~ .... 231 Tollle_al '"'~. _ _ due,..... c:auoefO/ ond _.. __ _ __ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ __ . ==:~",="=::.~~'::~:~~mllllllf".l.''''--______________ __ 0 . ==--=andIIW~ In ""apInIen, _ ooeumd ollhB _, _. and pice, _due to U. C8UII(o) ond _,as __ 0 f7tJfJ ~ . . \ I \ \ \ \ \ LAS'I WILL AND 'I~$'I ~E~'I\ OF . W\LLJAl"i L. RllOADS, SR. - --1 T...--~. I . . /~ 6 rD'J \\0. \~~_<~i ~,~ u=Y y( LAST WILL AND TESTAM~NT I I, WILLIAM L. RHOADS, JR., of 1101 Allen Street, New c~mberland, Cumberland County, Pennsylvania 17070, do hereby make, publi~h and deqlare this to be my last will and testament, hereby revoking all wills heretorore made Iby me. 1. I direct my personal representative to pay all of my idebts, fun~ral and administrative expenses as soon as convenient after my deceasel. I direct ~hat all inheritance taxes imposed or payable by reason of my death and! interest a~d penalties thereon with respect to all property, whether or not sudh propert~ passes ! I under this Will, shall be paid by my personal representative out of my estat~. I ! I I : 2. I authorize and empower my personai representativb to sell a1Y realty and/or personalty owned by me at my death and not specifically devised or! bequeathed herein, at public or private sale or sales and to give good and s~ffi!=ient deeds and/or bills of sale therefore, in fee simple, as I could do iff living. My representative is authorized and empowered to engage in any business in ~hich I may be engaged at my death, for such period of time after my death as se~ms exueuient to said representativt. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate as follows: A. The sum of $10,000 to each of my grandC~ildren, B~th Anne Burkett, Emily Lynn Burkett, Kate Elizabeth Burkett ~nd Christir,a Lynn I ! Rhoads; and all the B. Rest, residue and remainder to my children, sh~re and sh~ue alike, the child or children of any deceased child taking the share their parent would have taken if living. . . 4. I nominate and appoint Scott A. Rhoads and Richard J. RhoadS to be the co-personal representatives of my estate, to serve without b<1>>nd. I 5. I suggest that my personal representative retain th~ services Law Offices of Harold S. Irwin, III, Carlisle, Pennsylvania in the s~ttlement estate. IN WITNESS WHEREOF, I have hereunto set my hand and Iseal this I day of April, 2001. 1- . (SEAL) Signed, sealed, published and declared by the above-nam~d person ~s and for a last will and testament, in our presence, who at said person~s request,: in said person's presence and in the presence of each other have hereunto set our Inames as subscribing witnesses. , 9~~ d~) J%kd~ . . ACKNOWLEDGMENT AND AFF~DAVIT i I I WE, WILLIAM L. RHOADS, JR., RHONDA S. IRWIN and HEATHER A. BARBOUR, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare t<l> the undersigned authority that the testator signed and executed the instrument a$ his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. rll ",t), ,h ~i? Iii. Jf1t!l!~fh~ 'if Dr::-YL-Cv(~ IrJ1 , WILLIAM L. RHOADS, JR.' I ~~d~~ RHONDA S. IRWIN tJ1/kIL 11. ~ HEATHER A. BARBOUR COMMONWEALTH OF PENNSYLVANIA :ss: COUNTY OF CUMBERLAND Subsrribed, sworn to a"d ncknowledged betore me bv WIL~lAM L. RHOADS. JR., the testator herein, and subscribed and sworn to j>efore me ~y RHONDA S. IRWIN and HEATHER A. BARBOUR, witnesses, this ~ day of April, 2001. Notarial Seal Harold S. Irwin III, Notal'; Public Carlisle Bore. Cumberland Cou~ty My Commission Expires Sept. 23.2002 , Member. Pennsylvania .u..ssOClatton ot Notanes . . PA REV-1500 SCHEDULE A REAL ESTATE . . APPRAISAL REPORT OF 1101 Allen Street New Cumberland. PA 17070 PREPARED FOR Rhoads Estate 1101 Allen Street New Cumberland, PA 17070 AS OF 05-15-D7 PREPARED BY Premier Appraisals 3015 Harvard Ave. Camp Hill, PA 17011 . Premier Appraisals . File No. 705008 Case No Table of Contents Page Title Residential Appraisal Page 1 Residential Appraisal Page 2 Residential Appraisal Page 3 Extra Camps 4-5-6 Certification Page 1 Certification Page 2 Certification Page3 Sketch Location Map Photo Subject Photo Comparables 1-2-3 Photo Com parables 4-5-6 I i I pt. ~ :} 4 ~ 6 i ~ ~ ~ 10 ClickFORMS Appraisal Software 800-622-8727 r---- . Premier Appraisals . Residential Appraisal Report ~The DUroose of this summarY aooraisal reoort is to DlOvide the client wi1h an accurate, and adeauatelv suooorted, ooinion of the market value of the subiect orooertv. I Property Address 1101 Allen Street City New Cumberland StatePA liD Code 17070 Owner Rhoads William & Leona Intended User Rhoads Estate Countv Curhberland Leaal Description Deed Book 155 Paoe 330 AssessoI'sParcel# 26-24'()809-124 TaxVear 2006.()7 R.E. Taxes $ 1755.78 NeiahborhoodName New Cumberland Borouoh MapReference 26-24'()809-124 CensusTract 42.()41'()107.oo Occuoant r 1 Owner r X 1 Tenant r 1 Vacant Special Assessments $ N1A r 1 PUD HOA $ NlA r loer year r loer month Riohts Aooraised f X 1 Fee Sim~ 1 Leasehold r 1 Other (describe) Intended Use The intended use of this reDOrt is to communicate the aporaiser's opinion of current market value of the subiect orcloertv to the named dient onlv. Client Rhoads Estate Address 1101 Allen Street New Cumberland PA 17070 Is the subiect Prooertv CUrrenllVoffered for sale or has it been offered for sale in the twelve months prior k> the effective date of this aoorais I? f 1 Ves f 1 No Reoort data source(s) used, offerioos orice(s), and dateCs). To the aooraiser's knowledae and oef the mulliole listinn service the sub~ has not been offered far sale ir the twelve months nrior to the effective date of this aooraisal. I 0 did 0 did not analyze the contract for sale for the subject purchase transaction. Explain the results of the analysis of the contrac. for sale or why the analysis was not I oertormed. N1A File No. Case No. 705008 I Contract Price $ N/A Date of Contract N/A Is the property seller the owner of public record? lives f 1 No data Sourcels) N/A Is there any financial assistance (loan charges, sale concessions, gift or downpayment assistance, etc.) to be paid by any party on behalf ot the purchaser? D Ves D No ItVes, reoort the total dollar amount and describe the items to be oaid. N/A Note: Race and the racial comDOSitlon of the neiahbort100d are not aDDraisal factors. Location r 1 Urban r xl Suburbanr 1 Rural I property Values r )( llncreasina r 1 Stab~ r lDeclinioo PRICE AGE One-Unit 85 % · Built-Uo r xl Over md 125-75% f 1 Under 25% I DernandlSuDDly r 1 Shortage fx-lln BaIa1ce r lover SuDDlv f(ooOl 1m} 24 Unit 1 % Growth r 1 Rapid r xl Stable r 1 Slow I MarketillQ Time r 1 Under 3 mIhs I X 13-6 mths I lOver 6 mils 100 lOll 5 Multi-Fanilv 1 % . Neklhborhood Boundaries The subiect's neiohbortloo<l is rouahlv bounded bv Route 83 to the west and to the north 300+ Hio 90+ Commercial 3 % H3rd Street to the east and Umekiln Road to the south. 140-200 Pre 11. 30-60 Other Vacant 10 % .1 : Neiahborhood Descriotion The subiect's surroundino area is mainly residential in nature with a short commute to schools shoooi/lO and desired amenities. Maior emolovment centers include The Commonwealth of PA Hiahmar1( Blue Shield and The Armv and Naw Deoots. The surroundinb various sMe dwellinos aooear 0 averaoe condition and construction. Aeoeal to mar1(et is rated averaoe. No adverse marketabilitv factors noted at insnACtion. Market Conditions lincludioo suooort for the above conclusions) General market conditions are considered stable as mortaaae inter !1st rates have been available in thE 5-8% ranae for several months. FHA and VA financina is available and seller concessions are sometimes paid in contribution tdwards nurchaser's closina costs. Mar1tetina time tvDicallv ranaes from 30 to 120 davs. Demand and SuoDlv apoear in line with similar neiahborhoo<ls in this mar1(At area. Dimensions As Per Public Records Area Aoorox: .22 Acre Share Irreaular View Residential/Avo I Soecific Zooina Classification R1 Zonina Descriotion Residence ' Zooina Comolianre xl Leaal r 1 Leaal Nonconformina (Grandfathered Use) r 1 No Zonina f ll1180al describel Is the hiahest and best use of su . as imoroved (or as Drooosed oer olans and soecifications) the present use? X lYes f 1 No If No, deScribe. UtIlities Public Other (describe) Public Other (describe) I Off.site Irnorovernents-Tltoe Electricitv f xl r 1 Circuit Breakers Water r xl r 1 I Street AsDhalt Gas f 1 r 1 Sanitary Sewer r xli I I Alley None FEMA Soecial Flood Hazard Area I I Ves X I No FEMA Flood Zone C FEMA Map # 420366B Are the utiHties and/or off-site imorovements tvDical for the market area? f xl Ves r No If No, describe. Are there any adverse site conditions or external factors (easements, encroachments, environmental conditions, land uses, etc.l? r lve!1 f X 1 No If Ves, describe. Public PrIvate fxl r 1 f 1 r 1 F MA Man Date 02-16-77 Units X One One with Accessorv Unit~ Concrete Slab ~CrawI Soace Foundation Walls Concrete Block/Avo loors WW/Ava # of Stories Three r -1 Full Basement r X 1pa1ial Basement Exterior Walls Aluminum/Avo \ alls Dwall P1ast/Avo Tvoe f xl Ded 1Att. r lS-Det./End Unit BasementArea 390 SQ. fl. Roof Surface Shinales/Avo nmlFinish Wood/Avo I f X 1Existioo r 1 Proooself 1Under Const. Basement Rnish 0% Finished % Gutters & Downspouts Metal/Ava lath Floor Camet/Ava Design (Style) Solit Level/Avo 1 Outside En rvlExitl ISump Pump Window Tvoe Vinvt Obi Huna/Ava lath Wainscot Tile/Ava Vear Built 1954 Evidence of I Infestation Storm Sashllnsulated Insulated WindrNiS/Av Iar Storaae T T None EffectiveAaelYrs) 20-25Years I Dampness 1 Settlement Screens YeslA(Q xTDrivewav #ofCars 1 Attic None Heatina r X 1FWAI r 1Hwsa f lRadiant Amenities WoodstovicSl # 0 mvewav Surface Asohalt If 1 Droo Stair X Stairs 1 Other I Fuel Oil lFireplacelsl # 0 Fence I Garaae # of Cars 0 rr 1 Floor X Scuttle CooIiIlQ r xl Central Nr Conditioning X lpatiolDec;k Rear X Porch Endosed Caroort # of Cars 1 I r 1 Finished Heated llndividuallf 1 Other IPool X Other COY. StoOD At!. 1 Del. r 1 Built-in AooIia1CeS r P 1 Refrk1eratorl X I Ranae/Oven I X IDishwasher! IDisoosal r X I Microwavel P I Washer/Dryer fjOther describe) P= Personaltv Rnished area above arade contains: 6 Rooms 3 Bedrooms 1.00 Bath(s) 1 08ssOuare Feet of Grn s Livino Area Above Grade . Additional feabJres (soecial enemy efficient items, etc.) Newer Furnace & Central Air ConditioninQ; Newer RanQe/Oven and Microwave' Storaoe Shed' Enclosed Rea I Porch' Brick Patio' Covered Stooa: Insulated Windows. I Describe the condition of the orooertv lincludina needed repairs, deterioration, renovations, remodeling, etc.). The subiect imorovemerls were in averaae overall condition at the time of the aooraisal insDection. There were no items of ohvsical functional or external obsolescence other than tvoical oh~iic.al deoreciation due to aae noted l the time of this aooraisal. Are there any ohvsical deficiencies or adverse conditions that affect the livability, soundness, or structural integrity of the orooertv? r 1 ves r X 1 No If Ves describe The aooraiser is not a home insaector or enaineer and does not warrant any Dart or whole of the subiect Dropertv. Does the Drooertv generally conform to the neighborhood (functional utilitv, stvle, condition, use, construction, etc.)? I X Ives f TNo 1t1JO describe NL - Residential 5/2007 This form may be reproduced unmodified without written permission, however, Bradford Technologies, Inc. must be acknowledged and credited. . Premier Appraisals . eSI entia lPpralsa eport There are 1 comparable properties currently offered for sale in the subject neighborhood ranging in price from $ 133 900 to $ N1A There are 12 comoarable sales in the su Iiect neiQhborhood within the past twelve months ranQinQ in sale price from $ 133 000 : to$ 157000 FEATURE I SUBJECT COMPARABLE SALE # 1 COMPARABLE SALE # 2 COMPARABLE SALE # 3 Address 1101 Allen Street 1105 Allen Street 1712 Locust Street 1513 Brandt Ave. New Cumberland PA 17070 New Cumberland PA 17070 New Cumberland PA 17070 New Cumberland PA 17070 Proximitv to Subiect Same Block 0.49 miles 0.18 miles Sale Price $ N/A $ 154,900 $ 135.000 $ 149.900 Sale PricelGross Liv. Area $ 0.00 S . ft. $ 93.48 SQ. ft. ~., )':i~ -."~-<~,,if.:: $ 138.32 SQ. ft. $ 140.62 sa. ft. Data SourceCsl Public Records/Ext. Inso Public RecordslExt. Inso Public RecordslExt. Inso Verification SourceCsl Multi UstlRealtor Multi UstlRealtor Multi UstlRealtor VALUEACUUSTMENTS DESCRIPTION DESCRIPTION +(-) $ Adjustmen DESCRIPTION +(-) $ Adiustmenl DESCRIPTION +(-) $ Adiustmen Sale or FlOancina Conventional Conventional Conventional Concessions 61 Davs Mkt 4 Davs Mkt 8 Da~ Mkt Date of SalefTime 12-15-06 05-08-07 05-16-07 Location Suburban/Ava Suburban/Avo Suburban/Ava ~uburban/Ava LeasehoIdIFee Simole Fee Simole Fee Simole Fee Simole Fee Simole Site .22 AclAva .15 AclAva .15 Ac/Ava .33 Ac/Avo VIeW Residential/Ava Residential/Ava Residential/Ava I esidentiaVAvo . n (StIIIeI Solit Level/Avo SoIit Level/Avo RanchlAva . Ranch/A"" OJalilv c:J Construction Aluminum/Avo Aluminum/Ava Aluminum/AvQ Brlck Frm Aim/Ava -1 OOC Actual NJe 53 Yrs Est 53 Yrs Est 54 Yrs Est I 57 Yrs Est Condition Averaae Averaae Averaae I Averaoe AbrNe Grade T olal Bdrmsl Baths T ota IBdrmsJ Baths T olal IBdrmsJ Baths Tot ~ BdrmsJ Baths Room Count 6 3 I 1.00 7 I 3 I 1.00 5 I 3 I 1.00 I. 2 1 1.00 Gross UviflQ Mea 1.085 SQ. ft 1657 SQ. ft. -8 58C 976 SQ. ft. +1 63!' 1066 sa. It C Basement & Rnished Partial1390 sf Partial Basement Full Basement -2,50C ull Basement -2,50C Rooms Below Grade Unfinished Unfinished Unfinished F milv Room Den -350( Functional Utilitv AveraQe Averaae AveraQe Averaoe- +2 00< HealinQ/CooIino Oil.FWAlCA Oil/CA Gas /No CA +2 00{ I Oil FW AlCA I Enerav Efficient Items Insulated Windows Storm Windows Storm Windows Storm Windows 1 Car Camort Atl. None +1,50{ None +1 50{ 1 iCar Caroort Alt. . PorchJPatioIDec Ene! Porch Patio Patio +1 50{ Porch +1 50C . Patio +1 50< Fireolaces None 1 Fireolace -l.50C None 1 Fireolace -1.5m . . · Net Adiustment IT otal) r 1 +rxl- $ -7 080 rxl+1 1- $4135 if .Jxl - $ -5 000 Adjusted Sale Price Net Adj: -5% Net Adj: 3% Ne Adj: -3% .. ofComoarables Gross Adi : 8% $ 147820 Gross Adi: 7% $139135 Gn: lss Adi: 8% Is 144 900 I r xl did r ldid not research the sale or transfer history of the su . and comparable sales. If no~ explain Three vear sal ~transfer histories were researched for all nrooerties. i MY research 1 I did 1 X did not reveal any orior sales or transfers of the subiect orooertv for the three years orior to the effective date of this aooraisal. Data source(sl Public Records I MY research r X 1 did r did not reveal anv orior sales or transfers of the comparable sales for the year prior to the date of sale of the co l'lDarable sale. Data source(sl Public Records Reoort the results of the research and analYSis of the Drior sale or transfer history of the subiect propertY and comoarable sales (reoort adli mOna! orior sales on oaae 31. ITEM SUBJECT COMPARABLE SALE # 1 COMPARABLE SAlE # 2 COMPARABLE SALE # 3 Date of Prior SaJe/T ransfer No Known Sales In The No Known Sales In The No Known Sales In The 04-01-05 Price of Prior SalelTransfer Past Three Years. Past Three Years. Past Three Years. I $1.00 Data Soun:elsl Source: Public Records. Source: Public Records. Source: Public Records. I Source: Public Records. Effective Date of Data Source(s) 05-21-07 05-21-07 05-21-07 05-21-07 AnalYSis of orior sale or transfer historv of the subiect orooertv and comoarable sales The orior $1.00 transfer of comoarable sale thr~ had no affect on it's recent sale rice. Summary of Sales Comparison Approach All sales are detached dwellinas located in the subject's market area and are considered Ihe best available for cornoarison a value indicators. The selected cornnarables are closed transactions. The soecifled dates of sale for the utilized comnarables are the actual settlement dates or date of deed transfer. Verification is with the Cumberland County Courthouse. See the attached comment section for an exolanatior of the adiustments. Indicated Value by Sales Comoarison Aooroach $ 145 000 I Incleated Value bY: Sales Comoarison ADoroach $ 145.000 Cost Approach fif developed) $ N1A Income develooedl $ N/A Three aDoroaches to value were considered in develooino the ooinion of value. Due to the reliabilitv of the data emohasis was olaced on the sales comoarison . aDDroach. The cost and income aooroaches were considered as not aDolicable due to the aoe of the home and the lack of relia ble rental data resoectivelv. I Th. -". made l2iJ "as'" O..bjoct" - '" ~assand -- on "'.... of a "'- ""'.., ~.Ihe Im........_ .... """ completed, Dsubject to the following repairs or alterations on the basis of a hypothetical condition Ihat the repairs or alterations have bEfln completed, or D subjectiD the . foUowino reouired inspection based on the extraordinary assumDtion that the condition or deficiency does not require alteration or reDair: · Based on a complete visual inspection of the interior and exterior areas of the subject property, defined scope of work, statement of assumptions and limiting condtions, and appraiser's certification, my (our) opinion of the market value, as defined, of the real property that is the subject of this report Is S 145 000 . as of 05-15-07 which is the date of insoection and the effective date of this aooraisal. R "d " IA IR File No. 705008 Case No. . Premier Appraisals ied to sale three as this home has onl two bedrooms on the main Iivin level. OPINION OF SITE VALUE Dwelti 1 085 Bsmt. 390 · Are Itle common elements leased to or b the Homeowner's Association? NL - Residential 512007 . File No. 705008 Case No. ad as reliable value indicators. =$ =$ =$ This 10nn may be reproduced unmodified without written permission, however, Bradford Technologies. Inc. must be acknowledged and credited. . . Premier Appraisals EXTRA COMPARABLES ~ File No. 705008 Case No. Borrower N1A Prooertv Address 1101 Allen Street City New Cumberland Countv CUmberland State PA Z P Code 17070 Lender/Client Rhoads Estate Address 1101 Allen Street New Cumberland PA 1 7070 FEATURE I SUBJECT I COMPARABLE SALE # 4 COMPARABLE SALE # 5 COMPARABLE SALE # 6 Address 1101 Allen Street 720 Elkwood Drive 1704 Sherwood Road New Cumberland PA 17070 New Cumberland PA 17070 New Cumberland PA 17070 Proximitv to Subject 0.19 miles 0.43 miles Sale Price 1$ N1A S 151900 $ 149900 $ Sale PricelGross Liv. Area $ 0.00 s . fl $ 150.69 SQ. ft. $ 145.11 SQ. ft. $ sa. ft. Data Source(s) Public Records/Ext. Inso Public Records/Ext. Inso Verification Source(s) Multi UstlRealtor Multi UstlRealtor VALUEALUUSTMENTS DESCRIPTION DESCRIPTION ~ +(-) $ Adjustment DESCRIPTION I +(-) $ Adiustment DESCRIPTION +(-) $ Adiustmen Sale or Fmancing Conv. $1 000 Conv. $2 000 Concessions 13 Davs Mkt 3 Days Mkt Date of Salemme 12-29-06 03-29-07 Location SuburbanlAva Suburban/Ava Suburban/Ava LeaseholdlFee Simple Fee Simole Fee Simole Fee Simple Site .22 AclAVQ .14 AcIAva .14 AclAvg VIfNi ResidentiaVAva ResidentiallAva Residential/AvQ . n (Style) Split Level/Ava Solit Level/Ava Ranch/Ava Quality of Construction Aluminum/Ava Brick VnVAva -1 ooe AluminumlAva Actual Age 53 Yrs Est 51 Yrs Est 53 Yrs Est Condition Averaae AveraQe Average IVxNe Grade Total BdnnsJ Baths Total IBdnnsl Baths Total IBdnnsJ Baths T otBi BdrmsJ Baths Room Count 6 3 I 1.00 6 I 3 I 1.50 -100e 6 I 3 I 1.50 -100( I Gross Uving Area 1085 sa. ft. 1008 sa. ft. e 1033 sa. ft. e SQ. fl Basement & Finished PartiaV390 sf Full Basement -2.5Oe Full Basement -2.5O( Rooms Below Grade Unfinished Unfinished Family Room -2,5O( Functional Utilitv Averaoe Averaoe Average HeatinalCoolina Oil FWAlCA Oil FWAlNo CA +20OC Gas FWAlCA Energy Efficient Items Insulated Windows Storm Windows Storm Windows GarageJCarport 1 Car Caroort Alt. None +1 50C 1 Car Carport Alt. EI PorchlPatiolDeck End Porch Patio Porch Patio +1 OOC Porch +1 50C iii Fireolaces None None Wood Stove -100C BI iii II.I Net Adjustment (Total) \1 + I I- S 0 r l+LxJ- $ -5 500 r I + I 1- $ 0 1....- Sa. - Net Adj: 0% Net Adj: -4% Ne. Adj: 0% · ofComoarables Gross Adi : 6% $ 151900 Gross Adi: 6% $ 144 400 Gross Adi: 0% $ 0 ~ RePOrt the results of the research and analysis of the prior sale or transfer history of the subiect property and comparable sales ITEM SUBJECT COMPARABLE SALE # 4 COMPARABLE SALE # 5 COMPARABLE SALE # 6 Date of Prior Sale/Transfer No Known Sales In The 04~6~6 No Known Sales In The Price of Prior SaIelT ransfer Past Three Years. $1.00 Past Three Years. Data Source(s) Source: Public Records. Source: Public Records. Source: Public Records. Effective Date of Data Source(s) 05-21~7 05-2H7 05-21-07 Analysis of prior sale or transfer history of the subiect Dl'Ooertv and comparable sales The prior $1.00 transfer of comoarable sale fou~ had no affect on it's recem sale rice. i Summary of Sales Comparison Approach Additional comoarables are orovided as suooortino data. ClickFORMS Appraisal Software 800-622-8727 Page 4 of 12 . Premier Appraisals . File No. 705008 Case No. This appraisal report is subject to the scope of work, intended use, intended user, definition of market value, sfFItement of assumptions and limiting conditions, and certifications. The Appraiser may expand the scope of work to include any additioral research or analysis necessary based on the complexity of this appraisal assignment. I SCOPE OF WORK: The scope of work for this appraisal is defined by the complexity of this appraisal~ignment and the reporting requirements of this appraisal report form, including the following definition of market value, stateme t of assumptions and limiting conditions, and certifications. The appraiser must, at a minimum: (1) perform a comp ete visual inspection of the subject property, (2) inspect the neighborhood, (3) inspect each of the comparable sales fro at least the street, (4) research, verify, and analyze data from reliable publiC and/or private sources, and (5) report his or her anal is, opinions, and conclusions in this appraisal report. . DEFINITION OF MARKET VALUE: As per Fannie Mae the definition of market value is the most p~bable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this defi ion is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions wh reby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he o~e considers his or her own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is mad in terms of cash in U. S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the no al consideration for the property sold unaffected by special or creative financing or sales concessions. granted by anyone associa ed with the sale. -Adjustments to the com parables must be made for special or creative financing or sales concessions. NO~ ad' I stments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; se costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financ ng adjustments can be made to the comparable property by comparisons to financing terms offered by a third pa institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximat the market's reaction to the financing or concessions based on the appraiser's judgment. STATEMENT OF ASSUMPTIONS AND LIMITING CONDITIONS: The appraiser's cermlcation in this report is subject to the following assumptions and limiting conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being apprai~ or the title to it, except for information that he or she became aware of during the research involved in performing this aMraisal. The appraiser assumes that the title is good and marketable and will not render any opinions about the title. 2. The appraiser has provided a sketch in this appraisal report to show the approximate dimensions of the improvements. The sketch is included only to assist the reader in visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in this appraisal report whether any portion of the subject site is located In an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantee$, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand, or as otherwise required by law. 5. The appraiser has noted in this appraisal report any adverse conditions (such as needed repairs, deteriorati(m, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property qr that he or she became aware of during the research involved in performing this appraisal. Unless otherwise stated in thisl appraisal report, the appraiser has no knowledge of any hidden or unapparent physical deficiencies or adverse conditio~ of the property (such as, but not limited to, needed repairs, deterioration, the presence of hazardous wastes, toxic sutstances, adverse environmental conditions, etc.) that would make the property less valuable, and has assumed that the e are no such conditions and makes no guarantees or warranties, express or implied. The appraiser will not be responsible ~ r any such conditions that do exist or for any engineering or testing that might be required to discover whether such condi ons exist Because the appraiser is not an expert in the field of environmental hazards, this appraisal report must not be nsidered as an environmental assessment of the property. I I 6. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is sUbjectlto satisfactory completion, repairs, or alterations on the assumption that the completion, repairs, or alterations of the subject ~operty will be performed in a professional manner. NL - General Certification 5/2007 This form may be reproduced unmodified without wrilIen pennission, however, Bradford Technologies, Inc. must be acknowledged and credited. . Premier Appraisals . F;1e No. Case N . 705008 APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: 1. I have, at a minimum, developed and reported this appraisal in accordance with the scope of work requirements stated in this appraisal report. 2. I performed a visual inspection of the interior and exterior areas of the subject property. I reported the condit on of the improvements in factual, specific terms. I identified and reported the physical deficiencies that could affe the livability, soundness, or structural integrity of the property. 3. I performed this appraisal in accordance with the requirements of the Uniform Standards of Professional A raisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation a d that were in place at the time this appraisal report was prepared. 4. I developed my opinion of the market value of the real property that is the subject of this report based on the sales comparison approach to value. I have adequate comparable market data to develop a reliable sales compa . approach for this appraisal assignment I further certify that I considered the cost and income approaches to value but di not develop them, unless otherwise indicated in this report. 5. I researched, verified, analyzed, and reported on any current agreement for sale for the subject property, an offering for sale of the subject property in the twelve months prior to the effective date of this appraisal, and the prior sales of the subject property for a minimum of three years prior to the effective date of this appraisal, unless otherwise indicated in his report. 6. I researched, verified, analyzed, and reported on the prior sales of the comparable sales for a minimum of 0 year prior to the date of sale of the comparable sale, unless otherwise indicated in this report. . 7. I selected and used comparable sales that are locationally, physically, and functionally the most similar to th~ subject property. 8. I have not used comparable sales that were the result of combining a land sale with the contract purchase Pfce of a home that has been built or will be built on the land. 9. I have reported adjustments to the comparable sales that reflect the markers reaction to the differences betJ,een the subject property and the comparable sales. i 10. I verified, from a disinterested source, all information in this report that was provided by parties who have a ~nancial interest in the sale or financing of the subject property. 11. I have knowledge and experience in appraising this type of property in this market area. 12. I am aware of, and have access to, the necessary and appropriate public and private data sources, such a~ multiple listing services, tax assessment records, public land records and other such data sources for the area in which the pr~perty is located. 13. I obtained the information, estimates, and opinions furnished by other parties and expressed in this appraisal report from reliable sources that I believe to be true and correct. 14. I have taken into consideration the factors that have an impact on value with respect to the subject neighborhood, subject property, and the proximity of the subject property to adverse influences in the development of my opinion of market value. I have noted in this appraisal report any adverse conditions (such as, but not limited to, needed repairs, deterior$tion, the presence of hazardous wastes, toxic substances, adverse environmental conditions, etc.) observed during the rspection of the subject property or that I became aware of during the research involved in performing this appraisal. I have con$idered these adverse conditions in my analysis of the property value, and have reported on the effect of the conditions on the value and marketability of the subject property. 15. I have not knowingly withheld any significant information from this appraisal report and, to the best of my knpwledge, all statements and information in this appraisal report are true and correct ' 16.1 stated in this appraisal report my own personal, unbiased, and professional analysis, opinions, and conclu' ions, which are subject only to the assumptions and limiting conditions in this appraisal report. 17. I have no present or prospective interest in the property that is the subject of this report, and I have no pre prospective personal interest or bias with respect to the participants in the transaction. I did not base, either pa completely, my analysis and/or opinion of market value in this appraisal report on the race, color, religion, sex, status, handicap, familial status, or national origin of either the prospective owners or occupants of the subject roperty or of the present owners or occupants of the properties in the vicinity of the subject property or on any other basis prahi ited by law. 18. My employment and/or compensation for performing this appraisal or any future or anticipated appraisals w~s not conditioned on any agreement or understanding, written or otherwise, that I would report (or present analysis supporting) a predetermined specific value, a predetermined minimum value, a range or direction in value, a value that favors the cause of any party~ or the attainment of a specific result or occurrence of a specific subsequent event . 19.1 personally prepared all conclusions and opinions about the real estate that were set forth in this appraisal teport. If I relied on significant real property appraisal assistance from any individual or individuals in the performance of this appraifal or the preparation of this appraisal report, I have named such individual(s) and disclosed the specific tasks perfOrmed;.n this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a ange to any item in this appraisal report; therefore, any change made to this appraisal is unauthorized and I will take no responsi i1ity for it. 20. I identified the client in this appraisal report who is the individual, organization, or agent for the organization that ordered and will receive this a raisal re rt. NL - General Certification 512007 This form may be reproduced unmodified without written permission, however, Bradford Technologies,lnc. must be acknowledged and credited. - ~- --- -,--- . . File No. Case No. Premier Appraisals 705008 21. I am aware that any disclosure or distribution of this appraisal report by me or the client may be subject to ~rtain laws and regulations. Further, I am also subject to the provisions of the Uniform Standards of Professional App' aisal Practice that pertain to disclosure or distribution by me. 22. If this appraisal report was transmitted as an "electronic record" containing my "electronic signature: as tm: se terms are defined in applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmissi pn of this appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, nforceable and valid as if a paper version of this appraisal report were delivered containing my original hand written signature. SUPERVISORY APPRAISER'S CERllFICAllON: The SupeMsory Appraise< ceotifies and ~""1hat 1. I directly supervised the appraiser for this appraisal assignment, have read the appraisal report, and agree h the appraiser's analysis, opinions, statements, conclusions, and the appraiser's certification. 2. I accept full responsibility for the contents of this appraisal report including, but not limited to, the appraiser's ianalysis, opinions, statements, conclusions, and the appraiser's certification. 3. The appraiser identified in this appraisal report is either a sub-contractor or an employee of the supervisory ~ppraiser (or the appraisal firm), is qualified to perform this appraisal, and is acceptable to perform this appraisal under the applipble state law. 4. This appraisal report complies with the Uniform Standards of Professional Appraisal Practice that were adop1ed and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place at the time this appraisal report was prepared. 5. If this appraisal report was transmitted as an "electronic record" containing my "electronic signature," as those terms are defined in applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmissijJn of this appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, .nforceable and valid as if a paper version of this appraisal report were delivered containing my original hand written signature. APPRAISER SUPERVISORY APPRAISER (ONLY IF REQUIRED) Signature /)/Jt-. M. Ll~ Signature Name William M. Davis - PA Certified Residential R.E. Appraiser Name N1A Company Name Premier Appraisals Company Name Company Address 3015 Harvard Ave. Company Address Camp Hill, PA 17011 Telephone Number 717-730-9586 Telephone Number Email Address wdavis5853@aol.com Email Address N1A Date of Signature and Report 05-28-07 Date of Signature Effective Date of Appraisal 05-15-07 State Certification # State Certification # Rl-D03418-l or State License # or State License # State or Other (describe) State # - Expiration Date of Certification or li r:ense State PA Expiration Date of Certification or license 06-30-07 SUBJECT PROPERTY ADDRESS OF PROPERTY APPRAISED 1101 Allen Street B Did not inspect subject propertY New Cumberland. PA 17070 Did inspect exterior of subject property from street Date of Inspection APPRAISED VAlUE OF SUBJECT PROPERTY $ 145.000 D Did inspect interior and exterio~ of subject property CLIENT Date of Inspection Name Company Name Rhoads Estate COMPARABLE SALES Company Address 1101 Allen Street B Did not inspect exterior of co;rable sales from street New Cumberland. PA 17070 Did inspect exterior of compa Ie sales from street Email Address N1A Date of Inspection NL - General Certification 512007 This fonn may be reproduced unmodified without Wlitten peITl1ission, however, Bradford Technologies, Inc. must be acknowledged and credited. . . Premier Appraisals Sketch Addendum ~?'.; ,.~;"'~...~~ ~ ~ "' ~~ r;::.;), ' ' , ~'<k~ ~, :~~:-;~~ ~~~:~~&~;~ ~rf~!: ~ ~ ;J ~ .:...~" :.,;:- ~J~ 705008 Rhoads Estate 1101 Allen Street 12.50' Enclosed Porch 21.00' 15.00' Dining Room Bath Room Bed room Kitchen Stairs - 4.00' 26.00' Stairs 13.50' Liv ing Roo m Bedroom 17.00' 15.00' 8.00' 9.00' 12.00' Stairs 13.00' Bedroom 11.00' 17.00' SKETCH CALCULATIONS per~meter Area ~ A1 : 21.0 x 12.5 = 262.5 A2: 17.0 x 13.5 = 229.5 A2 i First Floor 492.0 G A3: 15.0 x26.0 = 1 390.0 Second Floor 390.0 CJ A4 : 8.0 x 2.0 = 16.0 A5: 17.0x11.0 = 187.0 Third Floor 203.0 Total Livina Area 1085.0 ClickFORMS Appraisal Software 800-622-8727 Page 8 of 12 . Premier Appraisals LOCATION MAP ADDENDUM . File No, 705008 Case No. Borrower NJA Address 1101 Allen Street Ci New Cumberland Lender/Oient Rhoads Estate Coon Cumberland Address State PA Code 11 01 Allen ...... New <Am"""''''' PA 1 f10 17070 ~,:p;81 )~~:/;-- ,-J..~ -..;..;"'~:: ~ ...-~_~ f i.:;;~~:~~~., ~~;/ .11 j ( l J:~..;,/.:; 't~Jt ~-~.~.::~? \. ....... 1'--1'-".' ..' .,!!.. '...... ................:.... .~..~......... lL...... .'....1... . \~~...~...~. ........ ' " ,~\,:W .I~_..~:d/ ...... :\' ;;'B.~~~\ :,.,;J..~~........:..,,'; ,~~7~ic,~~l1:.Colp@2006.~A...1Eq.~ndlOt'!ele Aa~s.. n~, . Premier Appraisals SUBJECT PHOTO ADDENDUM Borrower NJA Address 1101 Allen Street Ci New Cumberland Lender/Client Rhoads Estate Coun Cumberland State PA . Code Address 1101 Allen Street New Cumberland A 17070 ClickFORMS Appraisal Software 800-622-8727 . File N(jl. 705008 Case No. FRONT O~ SUBJECT PROPERTY 1101 Allen S reel New Cumb and. PA 17070 REAR OF SUBJECT PROPERTY STREET lENE 17070 Page 10 of 12 . Pl'8mier Appraisals COM PARABLES 1-2-3 Borrower N/A Property Address 1101 Allen Street . New Cumberland Lender/Client Rhoads Estate Cou Cumberland State PA Z Code Address 1101 Allen Street. New Cumberland PA 17070 17070 . File No. 705008 Case No. COMP~LE SALE # 1105 Allen St eet New Cumberl nd. PA 17070 COMPARkLE SALE # 1712 L~~S~ *reet New Cumbert~nd. PA 17070 2 COMP:fLE SALE # 1513 Brandt ve. New Cumber! nd. PA 17070 I I ! 3 Page 11 of 12 . Premier Appraisals COMPARABLES 4-5-6 Borrower N1A Property Address 1101 Allen Street Ci New Cumberland Lender/Client Rhoads Estate Coon Cumberland Address ClickFORMS Appraisal Software 800-622-8727 - - -,-- . File No. 705008 Case No. 17070 4 COMP LE SALE # 1704 Sherw Road New Cumb and, PA 17070 I 5 C~p1~~# 6 Page 12 of 12 . . PA REV-1500 SCHEDULE B STOCKS and BONDS . 1111. . INVESTMENT MANAGEMENT MFS Service Center, Inc. P.O. Box 55824, Boston, MA 02205-5824 800.225.2606 mfs.com August 30, 2007 LAW OFFICES OF GATES HALBRUNER & HATCH PC ATIN: TRACI L SEPKOVIC 1013 MUMMA RD STE 100 LEMOYNEPA 17043-1144 Reference: 01685973 MFS Limited Matur ty Fund-A Account Number 98 8423339 MFS Government Li "ted Maturity Fund-A Account Number 81 597549 William L Rhoads Dear Ms. Sepkovic: I am writing regarding your request for information concerning the referencedl MFS accounts, which are individual retail accounts registered solely to William L. Rhoads. Please note that on November 17, 2006, all shares in the referenced MFS Gov~rnment Limited Maturity Fund-A account were transferred into the referenced MFS Limited Maturity Fund-A account due to a fund merger. Since April 14, 2007, was a Saturday, there were no prices computed for that 4ate. Therefore, we are providing balance information for the last business day prior to April 14, 20071 I The following information represents the values of each account on April 13, ~007: i Fund-Account Number Total Shares Net Asset Value I Dollar Value 28-8184597549 0.00 $0.00 I, $0.00 36-9898423339 12,199.960 $6.41 $78,201.74 Please note that the referenced MFS Government Limited Maturity Fund-A ace ount was establish May 29, 1991. edon v . . If you have any questions, please call our Client Services Department at 1-S0t22S-2606 any business day between 8 a.m. and 8 p.m. Eastern time and one of our representatives wi 1 be happy to assist you. In addition, you can obtain fund information 24 hours a day by calling our au. mated line at 1-800- MFS-TALK or visiting our website at www.mfs.com. Sincerely, ~~ T oure Raynor Client Services Enc1osure(s): Postage-Paid Envelope cc: Lincoln Financial Advisors . . PA REV-1500 SCHEDULE E CASH, BANK DEPOSITS ~ MISCELLANEOUS PERSONAL PROPERTY , ~~: :':"~:"'-:"~:' C.~F Ie A:T E. 0 F T ~_-r_~E F p R _~_Y.,~,.~_L E 002[]20018001.t5 l.]-OO1. 1HGCGbb7AYA1J1579 VEHICL"EioENTIFICATi6i.tNUMBER' I. ~~pu I.:, HON~~ Oi'YEHiCLE ... 1-- PRIOR nrlE--ST ATE" I I UNLADEN WEIGHT I TITLE BRAI\IDS Boby TYPE ../. '1 oJ~~:!~~{)l I 550?Oa2l201. RH ~~~'" ~~~~~ I ODOM ~TATUS I I o . bup' 'SEAT C'AP" 6/],7/00 ftlJ.1/00 " GliWR . DATE PA TITLED DATE OF ISSUE GCWR 'WILL I AHL R"OADS 11 01 All EN 51 NEW CUM8ERLAND PA ft,~ A }~~, , ,#'} ;... '. '~rui Olp.' "....,) /1!'" :~J~(~~ ODOMETER STATUS o ; ACTU L MILEAGE 1 : MILE E EXCEEDS THE MECHANICAL LIMIT 2 z NOT E ACTUAL MILEAGE 3 ; NOT ~E ACTUAL MILEAGE.ODOMETER TAMP RING VERIFIED 4 ; EXEM T FROM ODOMETER DISCLOSURE TITLE BRANDS A = A1h'QUE VEHICLE C z CSSIC VEHICLE o = C LECTIBLE VEHICLE F ..=.OOF.COUNTRV G = 0 IGINALL Y MFGD. FOR NON-U.S o TRIBUTION H = A RIGOl TURAL VEHICLE L = L ING VEHICLE P = I AS A POLICE VEHICLE R = R CONSTRUCTED S : S REET ROD T = R COVERED THEFT VEHICLE V : V HICLE CONTAINS REISSUED VIN W = 0 VEHICLE X = IsM'AS" TAXI SECOND LIEN FAVOR OF: DATE ~ If a second lienholder is listed upon satisfaclion of the lirs! lien. Ihe lirst lienholder must forward this Titla to the Bureau of' Motor Vehicles with the appropriate form and fee. AUTHORIZED REPRESENTATIVE SECOND LIEN RElEASED DATE BY AUTHORIZED REARESENT A TIVE WILLIAM 1. RHOADS 11.01. AU'EN ST NEW CUMBERLAND PA 17010 I certify as of the date of issue. the official records of the Pennsylvania Department of Transponalion ,ellact that lhe personts) or company named herein Is the lawful owner of the said vehicle. " <D:,.i!~R A'QtiSy,i L 'f\\AL,t:OR Y .__..~- ...--.........--.- x.:,;o---: .'- "--:'" .._ o OJ C) ~ Ul W Ul U1 ,/ . . f\ (: '* ,;J{icltnel,;J{. Wllltcr ,;J{orillH C. Wolter 703 .Moor{s .MOl/NllliN IU .M<<ltlllfksbl/rl. 17055 717-69 . 185 6Q-825512313 . .' . 1 Da<</JL)-/4 A!tl-? ~",c"'."7i,ta' .: 2:1.3B 2555.: 0000 1ft. b 2 'j". . 1;0 11 ,-,\ IMA.GE CHECKS, 1997 AMERICA 1 ,80'0,562'8768 www.imag~checks.com '\ +\ / L/ ji \ \ \ -'. i I ) Ii / ,~ / ' /', , \ ./ ... L/ ~ . . PA REV-1500 SCHEDULE F JOINTLY OWNED PROPERTY . 0PNCBAN< July 11, 2007 Traci L. Sepkovic 1013 Mumma Road, Suite 100 Lemoyne, PA 17043 RE: Estate of William L Rhoads, Jr., deceased SSN: 203-10-7134 DOD: 4/1412007 Dear Ms. Sepkovic: . In response to your request for Date of Death balances for the customer nlted above, our records show the following: Checking Account I Establis~ed 01/01/1978 Account #5140052534 WILLIAM L RHOADS, JR RICHARD J RHOADS scon A RHOADS DOD balance: $4,202.94 + $.14 accrued interest Interest Paid 1/1/2007 - 4/14/2007 - $1.23 Savings Accounts Account #5000821469 WILLIAM L RHOADS JR OR RICHARD J RHOADS OR scon A RHOADS DOD balance: $13,307.36 + $2.06 accrued interest Interest Paid 1I112007 -4/1412007 - $27.77 Account #5130093033 WIT..LIAM L RHOADS, JR RICHARD J RHOADS SCOTI A RHOADS DOD balance; $16,824.81 + $1.70 accrued interest Interest Paid 1/112007 - 4/1412007 - $20.87 Page 1 of2 Establislled 11/27/1996 Establis4ed 05/0111979 . . Please note that this office only provides date of death balances for deposi accounts (IRAs~ CDs, Checking and Savings accounts). We do dot process any ancial traDsaetioDS or provide statements. If you need assistance with any of ese items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PN Bank branch office. ~~ Rachelte Wells }-800-762-1775 P7-PFSC-04-F 500 first Ave. PittSburgh P A 15219 Page 2 of2 Member FDIC TOTAL P.12l2 1-- . . PA REV-1500 SCHEDULE G INTER-VIVOS TRANSFERS ~nd MISCELLANEOUS NON-PRO'ATE PROPERTY . . ~AlIstate. You're in good hands. Allstate Life Insurance Company P.O. Box 94212 Palatine, IL 60094-4212 Telephone: (877) 499-6418 Facsimile: (866) 635-4523 July 16, 2007 m. ~@~lt\W~1i\l I G 1 7 2007 lID Craig A. Hatch Gates, Halbruner & Hatch P .C. 1013 Mumma Road Suite 100 LeMoyne,PA 17043 Re: Contract No: William L. Rhoads Jr. GA107610 Dear Mr. Hatch: We have been requested to complete IRS Form 712 with regard to the above refhenced contract. The purPOse of Form 712 is to provide an estate or donor with the value of a life ~urance contract or its proceeds as of a certain date (usually the owner's date of death or date of transfer oftije contract). This contract is an annuity contract, which is not reportable on IRS Form 712. The f9llowing information is provided for estate purposes only as of the date specified: i Date of Death: Annuity Value* as of Date of Death: Cost Basis: Named Beneficiary: Apri114,2007 $ 13,540.54 $ 8,000.00 Lee Ann Burkett, Richard R. Rhoads, Scott A. Rhoads *The actual amount paid may differ due to Market Value Adjustments and/or Charges. applicable Surrender If you have any questions, please contact me at 1-877-499-6418 Ext. 86498. Sincerely, Lorean Webster Sr. Claim Examiner I .; . AURORA . AURORA NATIONAL LIFE ASSURANCE COMPANY August 28, 2007 Gates Halbruner & Hatch, P.C. Attn: Traci L. Sepkovic 1013 Mumma Road, Suite 100 Lemoyne P A 17043 RE: Deceased: William L Rhoads Dear Ms. Sepkovic I This letter will confirm our receipt and thank you for the claim documents you ient. We are unable to provide you with IRS form 712 as they are used for life insurance policies. This I contract was an annuity. . The information you requested is as follows. Exact title of account: Names ofjointuwners: Designated beneficiaries: Contract Date: Ownership changes etc.: Date of death value: Interest earned from 1/1/2007 to present: Single Premium Deferred Annuity i None I Scott A. Rhoads, Richard J. Rhoad~, Lee A April 9, 1998 None $24,446.21 $203.04 Burkett Should you have any questions, please contact a claims representative at (800) ~65-2652, option 3. Sincerely, C_J)C~Gt- Darlene Taylor Claims Services Telephone: (800) 265-2652 Mailing Address: P.O. Box 4490 Hartford, CT 06147-4490 hno:/ /wv.'W _ auroral ife. com ./ - r--- 07/09/2007 8:11:39 PM -O~ FAX COM PAGE 2 OF 2 . July 9, 2007 ------x---- .. ... - . . . - . . -. ...... .... . . .. . .. .. .... .- . .----:- .. ... .:.. . . . . . . . .. .. Hartford-Life I T raci Sepkovic Fax: 717-731-9627 -. :.:.:::::-::J.: -- ......... .. .. REFERENCE: Hartford Annuity Account # 990941762 _ <::::~::: Dear Ms. Sepkovic, .. . . . . . . ... :::e::u~o:e:::a:::l:s:~:::::::g~:m::~::~t~:~r~..k~~.............. ......... on IRS Form 712, (life insurance statement); Please findthebelowjnfogn.~EjtfmJ~Wqi#..::: .- to your request. . . . .. . :.>..::::::::::::::::::::: :.:.:: ::::::::.....- .. .. .... Contract Number: 990941762 Owner: William Rhoads - Decedent: . William- Rhoads Owner's SSN: XXX~XX-7134 Date of Death: April14~2007 Date of Death Value: . .$94,230.00 The contract was established On June 15, 1993. . .-.-,-...-....-.........-.....-......-..'.. . _.f:::::::::<::::::::::::::::- . . . ;".. ":::.:::::::::::::-:::<<:: ,":::_._._. . .0_... . io", .............. ...-. . '. . .'. ~:.: . : : :.:.:.:.:.:.:.:.:.: '.:.:. - . . . : . . .;.".-. . . .....-.. ..f........ ............- ...... .';:-:-:..':':-.' . ...................-.. ... ... . . . ..,........ . . ...,........ .. . '. :.;:~+~.~:~:~:~:;:~:~:~:~:: ..' . ... ................ . ... ..................... ..- . . .....: ::~}~~f~~~~~~~~~~~~~~~~~~~~~~~~~~:~~~~~~~::::.:.~::~::~~:\:::.:'-: ..... . . ..........f............................................... . . .....:-:...:.:..f.....:...:-:.:.:...:.............:...:.'.:.:.:.'. . _ _:.;::::::~:~:~.~..: i:;.;:;:;. jii:i~:;::.:.: i.i.;;.;::.:. i.; i;.~:~. i;~:;:..::.::.:.::::::::: . .........................iI<..........................H......... .........+..................... . . ....................................._,. ... .......... .................................... .. . ...................................-. ,... If you have any other questions or c~iilS/pIe.~:fe~r#~:~q:#.~~f~~(~# jhy'~ij~~f:):::::n _ _..... professional, or one of ourannui~y:~p.~~ialis:ts:hy:cal.~g:~f@O~~~2+~~r: .:p@~}(~W<>:lijg~H::::): Thursday from 8 a.m. to 7p.m.~:r#~~y~tom.8:~irri,.~-O.(j:p~$.:~:~~~t~~:$~~:.9~iJ#.ilif~r:r:.r:::::::: -:::: a.m. to 2 p.m. Eastern time. : We:Wijll~(ha:ppy.t().ass~(y(}u;:"th.a~l(y9#49 j~t:~T}:::.:.:-:::<:::::::::::: opportunity to help provide. fo{youf:fill~mCiarneeds; ::<: . -::::: ~: :/::}:::::r}}::::=:::::::::}:.:::::::::::::.:.::::::. ................. -. .. . . . . . . . . . . . . . . . . . . . . . . . .................... ....... . .. ................... ....................... . . ...........'.............. . . . . . . .. ... ..........................,. ...... ........................... ....-.-.... .-.. ....._......_--.---...-. ....... ...... ....................... ............. .. ...................... Sincerely, .... ................... . - . . . . . . . . . . . ................. A. Taylor Investment Product Services Inforce Contract Services Hartford Life Insurance Company :._:::::::::: ....::<:::nf:n~:Unn;::r~ :~t~~r~:~~~~.fo.mpanieS _ _ _. _.. _._.................. -.:::::::: :.:::: ::: ~:::>:::::{:::~.::::::j.ry~:~0608~r::::~~. ...... . _: _: _:_::::::: -:::.::: ::.:.::::::::::.: :::.:-: >:.-.--To :F..~jO;::800 862:6668: :::::::::::::::::.::.: -::::::::..... iolt iitmitii:h.odl1ti:Smkes::: .:.:::::........... ....:::::::::::::::.. : . .Ma. .~:~r~~~i~Qa:~bXs{ja~ ......... . . . . 'aa:t(ror:d;'q:~~~:~$~S-:': ....... .:::::" .1I11aj1fordinffljQ~~~Qm:::: .. _ ........... . 'i.'..' ..........,............... . .... ...... _.::: .. :.::.:::1:::. . .:::::::::.::::::::. ..... -.. -......:::::::::::..... . . .. ................. )IJ ............u............................................. ...-............. ...... ......... ................ .-........... . . ...................... ................ .......... . ................... . ... . . .. .............. ..... ................... ::::::::::7:: . . .................... ..... . ..... ........ .. ............. -- ------- nnr- . . PA REV-1500 SCHEDULE H FUNERAL EXPENSES ana ADMINISTRATIVE COSTS Musselman Funeral Home & Cremation Services, inca Established 1895 . . To Funeral Expenses of William L. Rhoads Jr. May 11,2007 Our Services $3745.00 $1975.00 Casket CASH ADVANCE ITEMS: Flowers plus tax $ 159.00 $ 60.00 $ 205.15 $ 83.74 Certified Copies (10) Patriot News Obituary Altar Flowers plus tax Total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Brian C. Musselman, ED. ~~N~W Deduct V.A. Benefit from County William G. Pegan, ED. p.o. Box 137 324 Hummel Avenue Lemoyne, PA 17043-0137 (717) 763-7440 Fax: 717-730-9798 www.musselmanfuneral.com Sub total................................ FOR APPOINTMENT PHONE 717-763-7440 $5720.00 507.89 6227.89 -190.00 I ~6127.89 I I / .. -I...r-" ,- '- - . -..-" -" ,..j, WILLIAM L RHOADS, JR. RICHARD J. RHOADS SCOTT A. RHOADS i \01 I\1.LalsmEET NBN CUMBERLANO, P A l1D70 r -\ y I~lh~ J= 23137269 t L..:..:)ordl'r of J;_ ~ h - -r ,-'1c<c,V\if) Etflt'J. ," ~f) ~ .takJ ." ')M" --... _L ~~. J- ~r)":-q-"ul\~- - ~._--=---~ 7' ~. -/ G PNCBAN t 0256-002 F1....:~ &a.t.. t.f A, 00t0 Ca,.,.\! PI.. . Illlle' 4 ( ,,(, 7 /~ .. ./-!/"."k $ / 00 .. Co Ilolla ~ -r-- "-~ 6301 60-12 12;J 13 II. c ~ OCJ 'i\ =.-- l!.1 ~___ f . ~ _./'7 ~. ~~ /' ur ~?c.-n" r...--~- '. ":../ ~--~ .. .: 0 ~ 11 ~ ~? 1 a 1: 5 ~ l. 0 0 5 2 5 :\ ,",118 b :l 0 1. It' 0 000 L SO 0 0 ,I' fi301 $150.00 04/20/20n7 I I CEMETERY INTERMENT RIG THIS AGRE r , MERCHANDISE, AND SERVICES PU T PROVIDES FORPERPETUALIEND ASE/SECURITY AGREEMENT ENT CARE. The undersigned, referred to as 'Purchaser', hereby agrees to purchase the Interment Rights, Merchandise and Services described herein, subject to acceptance and approval of the above named cemetery, hereafter referred to as 'Seller'. ,\ , , Purchaser: Last Name: 1(''''. I "\ 1 /j I <L IG 1 S 1 Telephone: C;"t )-r~ q _'::-1';:-;; -', SSN: 1 First: (-~ F:~ V:' I --t I ';.:- I I Middle: I DaB: Email: Address: I: I ( '-.) It 1 1 ,-Hi I'. Ie I [II I I :':,I-H I I I I I ("', City: ~y 1.l'_I:!J I 1(" 1:.1..1 d\1 b It. I r- r A.'>i<1. State: 1\""' 1 Zip: "' ."--l {~~~l (~ I 1 I Co-Purchaser: Last Name: I Telephone: <-> __ SSN: Address: I I I I I I I I I I I I I I - 1 I I I I I I I First: DaB: 1 I ! I I I Email: ! I I I I I I I I State: I ~ 1 Zip: Middle: 1 Deceased: Last Name: n - \ I'~ I h.I.;1 (,U 11 S I City: I I I I I Middle: I L I I 1 L/. I I I I ILl I DaB: ~ ,,,...., t! ! /! I /"1 JD DOD: q 1'\1'-1 Burial Date: {x/ili , First: Ii.Uli I' I: Ii l'Uiyil Lf I! -;.? I ,-:)-5-:;,5 7 Veteran: f3 Description of Interment Rights to be used: Issue Certificate of Interment Rights to: ?~(')( ~ ~ '\,( - .c::."e.c~\ () '-1.- 5 (J.NJ;Lorialization Rights: j..i Address: INTERMENT . Interment Rights (Includes PerpetuallEndowment Care of $ . Interment and Recording Fees . Outer Burial Container Supplier Model/Design Material/Color . Outer Burial Container Installation MEMORIALIZATION $ ) - \ \<1"5 . U{) - . Memorial Supplier Type/Color Design/Size . Memorial Base Supplier Type/Color Design/Size . Memorial PerpetuallEndowment Care · Memorial Installation Fee · Memorial Inspection Fee Nameplate/Scroll · Lettering . Flower Vase Supplier Type/Color Design/Size . Vase Base Size/Material --- - Notes & Payment Terms (where applicable): City: State: Zip: MERCHANDISE & SERVICES · Urn Supplier Type/Color Design/Size AdminlProcessing Fee . Other . Other · Other · Other · Other · Other TOTALS, ALLOWANCES & TA~ES · Intermeent Rights... ........... .............."..... .................... ......... Reason . Merchandise/Service .................... .... ........... ............. ......... Reason -------.. Apply to . Merchandise/Service. ........ ............................................... Reason Apply to Sub Total i i'1S- C'(> Total Taxable · Sales Tax (if applicable) ..............u............................u......... ----- TQTAL CASH PRICE $ J /0<:. ('');:':) Other t total Down Payment Unpaid Ba1ani oCTotal Cash Price ( / .I 4';:- ~~".) $ .C- Less: Down Payment TERMS The Total Cash Price is due and payable as of the date of this Agreement. A delinquency charge of _ percent will be ass~ssed monthly on any balance not paid within 30 days of the date of this Agreement. If less than full payment is received, Seller shall deduct the accrued delinquency chatrge from the amount received and credit the remainder of the payment to the Unpaid Balance. Security Interest: Seller (or its assigns) will have a security interest in the Interment Rights and Merchandise being purchased ~s described above. Seller will retain title to said Interment Rights and Merchandise until the Total Cash Price, together with any delinquency charges thereon, have been pairl by Purchaser to Seller. NOTICE: By signing this Agreement, Purchaser is agreeing that any claim Purchaser may have against the Seller shall be resol~ed by arbitration and Purchaser is giving up hislher right to a court or jury trial as well as his/her right of appeal. Signed this . i fl' \ I' . , ! f.---; -tv-\-. day of. , r'. ,r-; { , 20 /'\! f.-p h . ..,j ---->/---: ....--j"'; / ~ ~/R l' . .~-~-,,' UTC aser ~/.~-. .__. ./ "" " ... .n....................... ~-v' e atlonshlp: sc~ ~!;NNSYt VANtA ?UNElt-=\.l 5E.'!VrC!S. IN<:. .jh~ :{~:;i...t.:r ~G. :;~~fEf~ :::2;/tETERY' . ~F ~ '..:.'-;JUJSl~ ;1.0. ..;.AMP ~1U. 9A '10n . . RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17G13 Receipt ,Date: Rece~pt '\; Time: Recelpt No.: ! 5/15/2007 13:19:21 1048461 RHOADS WILLIAM L JR I I \ \ i I Receipt Distribution -------\----------------- I Payment Amount Payee Name I 260.00 CUMBERLAND iUNTY GENERAL FUN 15.00 CUMBERLAND OUNTY GENERAL FUN 24.00 CUMBERLAND C UNTY GENERAL FUN 5.00 CUMBERLAND C UNTY GENERAL FUN 10.00 BUREAU OF RE EIPTS & CNTR M.D ---------------- $314.00 $314.00 Estate File No. : Paid By Remarks: 2007-00485 WILLIAM RHOADS JR AJW Fee/Tax Description PETITION LTRS TEST WILL SHORT CERTIFICATE AUTOMATION FEE JCP FEE Check# 6311 Total Received......... j . . Your AT&T Statement March 20 - June 19, 2007 #BWNCJFM 1090800635360181 6214.8.326.69160 1 AV 0.312 111I111.1111111I111I11111I11I11.1.111I1.11111.1111I11I111..1.1 MR W L RHOADS JR 1101 ALLEN ST NEW CUMBERLND PA 17070-1528 111111111'11I111.1.11..111.11.111111..111I..11I1..11.1.11I11111111.1.11I Slllnmary of charges Previous balance......................................................... 28. 34 Payment received Apr 9 - Thank you............................ -28.34 AT&T Value Rate Plan calls...........................p 3...........28.85 Other charges and credits .............................p 4...........15.11 Taxes and surcharges...................................p 4.............5.16 Total amount due $49.12 July 14, 2007 Date due This statement includes charges from the last three months. YOUf saYings and benefits Never Mail Another Check to Pay Your AT&T Bill. For the ultimate convenience, enroll in AT&T Automatic Bill Payment (ABP) and have your future payments automatically deducted from your enclosed check. To enroll, check the box and sign on the line on the back of the remittance coupon, and return with your payment. Or sign up for online billing to review and pay your bill each month by logging onto your AT&T Online Billing account at www.att.com/remitdoc ~ rtl . at&t Customer 10: 717 774-3787 '063536 Page 1 of 5 ~ Customer Service: 1 80022 -0300 Text Phone (TTY): 1 800 83 -3232 Internet Address: www.atU:om Extra! Extra! Get your telephone and DSL network equipment at one place, www.att.com/buy. Benefit news Sign up for AT&T Online Billing and you won't get another paper bill! To sign up just visit www.att.com/online Continues on back / . . @omcast. ACCOUNT NUMBER DATE DUE TOTAL AMOU DUE Visit us on the web at www.comcastcom 09547 175834-01-4 06101107 For service at: 1101 ALLEN ST NEW CUMBERlAND PA 17070-1528 How to reach us... How to reach us: 4830 Carlisle Pike, Suite 0-14 Mechanicsburg, Pa 17055 (717)540-8900 Telephone Customer Service 24 hours a day, sevendajs a week W RHOADS Summary 01 Charges Statement Prepared 05/03107 Billed News from Comeast Thank you for your prompt payment. For your convenience, we now and automatic monthly credit card payments and direct debit. . . CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, P A 17013 June 29, 2007 Cumberland Law Journal is published every Friday by the Cumber! d County Bar Association and is designated by the Court of Common Pleas as the official I gal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Craig A. Hatch Esquire William Rhoads, Jr., Estate RE: Legal advertisements must be received by Friday Noon. All legal ad'fertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: June 15,22,29,2007 Advertising Cost Proof of Publication Second Proof Request Payment received Total Amount Due Becky H. Morgenthal, Executive Director 75.00 $ 0.00 $ 0.00 $ 75.00 --t--------- $ I 0.00 I ====1==== . . PROOF OF PUBLICATION OF NOTICE INCUMrnERLANDLAWJOURNAL (Under Act No. 587, approved May 16, 1929), P. L.178 COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Jouma , of the County and State aforesaid, being duly sworn, according to law, deposes and says that t e Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the COUll and State aforesaid, was established January 2, 1952, and designated by the local courts the official legal periodical for the publication of all legal notices, and has, since January 2, 952, been regularly issued weekly in the said County, and that the printed notice or publicatio attached hereto is exactly the same as was printed in the regular editions and issues of the s d Cumberland Law Journal on the following dates, VIZ: June 15, June 22 and June 29, 2007 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not inte ested in the subject matter of the aforesaid notice or advertisement, and that all allegation in the foregoing statements as to time, place and character of publication are true. Rhoads, William, Jr., dec'd. Late of New Cumberland Bor- ough. d Co-Executors: Scott A. Rhoa s, 1101 Allen Street, New Cumber- land, PA 17070 and RicJ:1ard J. Rhoads, 15 Mulligan Dnve, Et- ters PA 17319. Att~rneys: Craig A. Hatch, Es- quire Gates Halbruner & Hatch, P.C.,' 1013 Mumma Road, Suite 100, Lemoyne, PA 17043. 'k SWORN TO AND SUBSCRIBE before me this 29 day of June 2007 . . Ehrlich 1539 BOBALI DRIVE HARRISBURG PA 17104-3208 ."ERMITE SERVICE WARRANTY The 911 of Pest contror Telephone: (717)238-9590 INVOICE TO: SERVICE lOCATION: 1...111...111...1...111......11.1.1...1.11..1.11......111..1.1 WILLIAM RHOADS 1101 ALLEN ST 1101 ALLEN ST NEW CUMBERLAN[ PA 17070-1528 NEW CUMBERLAND PA 17070-1528 IMPORTANT REMINDER NOTICE We have not received your remittance to continue your Limited T,rmite Warranty Services at your property. Your current agreement expires withi~ the next few days. I I Your region of the country is known to have a high incidence ofltermites. In addition. the cost of termite control products has considera~ly increased the expense of new remedial termite treatments. By purchasing Limited Termite Service Warranty protection. you receive periodic inspection and treatment at no additional charge. should a termite infestation occur. ub along with ntinue to Why not take a few minutes and return the enclosed remittance your payment? This way you can be assured professionals will look after your termite service needs. This Limited Termite Service Warranty offer provides for inspection of visibly accessible area periodically or upon request of your local office. Treatment Service will be provided at no additional costs for labor r treatment materials should evidence of infestation occur during the term of this warranty. We appreciate your patronage and look forward to providing this impo'rtant service for you! . . SFR\.)TCf T N V 0 T r. F .1.r:)4S-4S4.5" 0 Summer Lablfl Tn~.=l t mpnt \A! it h Ideed Cont r01 liS st r i ke :i IJl t T".1 FPA#" 2?~-455-1381 ?1-:~-?1 or 11-0-11 np.p.rled" I v,r- ()Z _'I Managp frossi': hee: k Drive 7SnF Ib~. per/lOOn per/lOOO per/JOOO per/lOOO perllOOO FPA:it S?,d-d65 FPA, Sln~b-39?-10404 fPA:it ~53~7-AR-001 ()7 n , I-.;r- ()7. '_.JL ,.. WIND SPEED 0-5 6-10 11-15 WIND DIRECTION N NE E SE S SW W NW i DELAY WATERING / MOWING FOR HRS. o SHARPEN MOWER RAISE MOWER o MOW MORE FREQUENTLY o WATER LAWN MORE OFTEN arrisburg: 717-657-4855 30,69 Ta).: HARGE 1,,84 Total 32.53 7~ ~I HI.. Ill" I. Rhorids .lr iiOl Al1pn $T NPld rumber lanrl; PA 17070 DATE ~o leATtON 1101 Allf"fl ST TIME 'oG> ---------.-.--------------------------------------------------------------------------------------- -- . . r' f:. r [ R V T 1. [ :) T N V 0 T C F 4~)45-4545.0 21-3-21 20- ~)-1 0 30~ MEsa 11-0-1J Or9~ntc. Tri Met: Class1.c WIND SPEED 0-5 6-10 11-15 Broadleaf Weed Control. y 1bs. per/lOOO lbs" per /1000 1b8. per/1000 07... per/lOOO ,&., 07. er/1000 PCO LICENSE NO. ltlJl Late Spring/Early Summer Lawn Treatment with 18-2-J8 50% seu Prod# 080304 prnd# 22.[:)353J FPA.# WIND DIRECTION N NE E SE 2?17-~)d3 s SW W NW I DELAY WATERING / MOWING FOR HRS. o SHARPEN MOWER RAISE MOWER o MOW MORE FREQUENTLY o WATER LAWN MORE OFTEN lrrisburg: 717-657-4855 -fARGE 30..69 Tax 1 _ xii T....:,t;;1 ...,..., c..-, .:} f.: " ",),:;' ) 1/ C/O I lir" \JJ" L.. Rhoads .1r .1J01 Allen 5T NPIA' Cllmher la nd;; PA 17070 30 ::;ATION 1101 AllEn 5T ~-------------------------------------------------------------------~-----.---------~------~.------- . . r:; r R v J r: r T N V r. ICE J C)a ~)- 454~)" 0 Preventative grub control treatment. Merit .20% 23-3-10 FPAI3125-474-961 Ibs" per/l00~ Please note: Herit mllst be l.AJatered in bJithin M~ch? 1.33% 14-0-14 FPAI 62719-490-10404 4 Ibs. per/l000 Mach 2 0.86% 6-0-0 FPAI Ibs. per/100 Please not e: Mach 2 requi res no i.l1.=lt e, i fig j n pe.r prrH1uct labeL WIND SPEED I WIND DIRECTION I PC/O LJpENSE NO. .. 0-5 6-10 11-15 N NE E SE S SW W NW Jr.Jl. ~ ] DELAY WATERING / MOWING FOR HRS. o SHARPEN MOWER ] RAISE MOWER o MOW MORE FREQUENTLY o WATER LAWN MORE OFTEN iarrisburg: 717 -65 7 -4855 HARGE ~?{,,76 Tax ?O:i TiJt.:d :it') " 79 7~~ / ~n I Hr. W. l. Rhoads Jr 1101 Allen 5T New Cumberland; PA 17070 ~!1Ik7 l1'~b() DATE )CATION 110J Allen 5T TIME .--------------------------------------------------------------------- Account Number: Service Address: Customer Name: . . ACCOUNT SUMMARY (Please keep this portion for your records) 79750-79750 1101 ALLEN STREET WILLIAM RHOADS JR Billing Period Jan - Mar Apr - Jun Usage 6,700 Sewer Trash IDUE DATE: IF PAID ON OR BEFORE DUE DATE BAL FWD Sewer Trash TOTAL DUE $0.00 $28.25 $38.60 6/4/20071 IF PAID AFTE~ DUE DATE BAL FWD Sewer Trash $66.85 TOTAL DUE Make check payable to: Payment Drop Box: I SewerfTrash Payments: Non-sufficient Funds: Delinquent Charges: Questions: Units $0.00 $29.66 $40.53 $70.19 New Cumberland Borough 1120 Market Street, PO Box 220, New Cumber and PA 17070 Located next to the main entrance of the Borough Office. Payments placed in the drop box after 4:30 PM will not be credited until the next business day. ~I All payments are due by 4:30 PM on the due date. Payments received afte that date are considered late and are subject to a 5 % penalty. This includes the drop bo payments and U.S. Mail postmarked after the due date. i A fee of $20.00 will be charged for checks returned due to insufficient funds. A civil claim will be filed and additional costs, fees and charges will be ass~ssed if account is not paid within 90 days of due date. , If you have any questions, please contact our office at (717) 77 4-0404. Ou~ office hours are Monday through Friday, 8:30 AM to 4:30 PM. This office is closed on Satur~ay, Sunday and Holidays. ' E-mail: info@newcumberlandboro.com Speical Message Area This is your new Sewer I Trash bill. Please notify the office of any account changes. / . . Customer Account Information For Service To: W L Rhoads 1101 Allen St Account Number: 24-0621969-7 Premise Number: 24-0367810 Billing Summary Billing Period & Meter Information Billing Date: May 04, 2007 Billing Period: Mar 28 to May 01 (34 days) Next reading on/about: Jun 04, 2007 Rate Type: Residential ----Prior Balance-------------- Balance from last bill Payments prior to May 04, 2007. Thanks! Total prior balance, May 04, 2007 -----Current Water Charges------- Service Charge Water Volume ($.005735 x 2,500) STAS PAWC Water -0.44% DS/- PAWC Charge 5.00% . Total water charges, May 04, 2007 -----Other Current Charges---- Customer Protection Sewer Line Customer Protection Water Line Total other charges, May 04,2007 $39.22 -39.22 .00 11.50 14.34 -.11 1.29 27.02 Meter readings in current billing period: Meter Number N044158944 is a 5/8-inch meter. Present-actual 267900 Last-actual 265400 Gallons used 9.00 5.00 14.00 -----AMOUNT DUE ---------- $41 .02 Water Usage Comparison Monthly usage in hundred gallons. Zi 2 MJJASONDJFMAM2 o auuuecoeaeapao o ynl gpl vcnbrr y 0 6 7 Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as of 5/29/07 will be subject to a 1.50% penalty. ,. Customers may use their credit card, debit card or pay by electronic check only by calling toll free: 1-865-271-5522. Customers may also pay on-line at www.water.paymybill.com. A service fee will apply. ,. Approximately 4.72 percent or $1.27, of State taxes are included in your current bill. ,. Effective January 1,2007, the State Tax Adjustment Surcharge (STAS) decreased from -0.33% to -0.4, %. ,. Have you moved or changed your phone number? Please let us know, so that we can update our customer records. To update your information, call us toll-free, 24 hours a day at 800-565-7292. Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TOO 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com RAW100 ~ ,,,_ IAVOS 1 A1M 21245 .. ...~. ..........m..m. ...m...u....m.m..m... ......... m... ...m.. .mu ....... um. C~romMA~oootmrorma~n For Service To: W L Rhoads 1101 Allen 5t Account Number: 24"()621969-7 Premise Number: 24"()367810 Billing Summary -----Prior Balance------------ Prior Water Balance Prior Balance Other Payments prior to Jun 05, 2007. Thanks! Tolal prior balance, Jun 05, 2007 -----Current Waler Charges---- Service Charge Water Volume ($.005735 x 1,200) STASPAWC Water-0.44% DSI - PAWC Charge 5.00% Total water charges, Jun 05, 2007 -----Other Current Charges----- Customer Protection Sewer Line Customer Protection Water Line Total other charges, Jun 05, 2007 Billing Period & Meter Information Billing Date: Jun 05, 2007 Billing Period: May 01 to May 31 (30 days) Next reading on/about: Jun 29, 2007 Rate Type: Residential Meter readings in current billing period: Meter Number N0441S8944 is a S/8-inch meter. Present-actual 269100 Last-actual 267900 Gallons used -----AMOUNT DUE ------------ Water Usage Comparison Monthly usage in hundred gaDons. 35 21 28 1/~ 7 0 2 J J A S 0 N 0 J F M A M J 0 u u u e c 0 e a e a p a u 0 n I 9 P t v c n b r r y n 6 2 o o 7 ! $27.02 $14.00 -41.02 .00 11.50 6.88 -.08 .92 19.22 9.00 5.00 14.00 I $33.221 I i I I -j Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as of 7/02/07 will be subject to a 1.50% penalty. .. Customers may use their credit card, debit card or pay by electronic check only by calling toll free: 1-8 6-271-5522 Customers may also pay on-line at www.water.paymybill.com. A service fee will apply. .. Approximately 4.72 percent or $.90, of State taxes are included in your current bill. .. Effective January 1,2007, the State Tax Adjustment Surcharge (STAS) decreased from -0.33% to -0.4 %. .. Please visit our website for information about the quality of your drinking water. An annual water quality report (also called the Consumer Confidence Report) has already been provided to you earlier this year. An additional copy can be obtained by contacting our Customer Service Center or by visiting our website. The website address and the Customer Service Center phone number are loe ted at the bottom of this bill. Landlords, businesses, schools, hospitals and other groups are encouraged to share this important water quality information with water users at their location who may not receive a bill and therefore did not receive a copy of this report directly. Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com RAW 1 00 ~r5FT7' A1M 8779 . Customer Account Information For Service To: W L Rhoads 1101 Allen 5t Account Number: 24-0621969-7 Premise Number: 24-0367810 Billing Summary Billing Period & Meter Information Billing Date: Jul OS, 2007 Billing Period: May 31 to Jun 28 (28 days) Next reading on/about: Jul31, 2007 Rate Type: Residential ------Prior .Balance----------- Prior Water Balance Prior Balance Other Payments prior to Ju105, 2007. Thanks! Total prior balance, Jul 05, 2007 ------Current Water Charges---- Service Charge Water Volume ($.005735 x 900) STAS PAWC Water -0.44% DSI- PAWC Charge 5.00% Total water charges, Jul 05, 2007 ------Other Current Charges------ Customer Protection Sewer Line Customer Protection Water Line Total other charges, Ju105, 2007 Meter readings in current billing period: Meter Number N044158944 is a S/8-inch meter. Present-actual 270000 Last-actual 269100 Gallons used ------AMOUNT DUE ---------- Water Usage,Comparison Monthly usage in hundred gallons. 35 ~~ 8 21- 1.4 , I ;~ 2 JASONDJFMAMJJ 2 o uuecoeaearauu 0 01 gptvcnbr ynl 0 6 7 ,.. . $19.22 $14.00 -33.22 .00 11.50 5.16 -.07 .83 17.42 9.00 5.00 14.00 I I Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as of 7/30/07 will be subject to a 1.50% penalty. I * Customers may use their credit card, debit card or pay by electronic check only by calling toll free: 1-866-271-5522. Customers may also pay on-line at www.water.paymybill.com. A service fee will apply. * Approximately 4.72 percent or $.82, of State taxes are included in your current bill. * Effective April " 2007, the Distribution System Improvement Charge (DSIC) remains unchanged at 5%~ This charge funds the replacement of water distribution facilities. * Effective January 1,2007, the State Tax Adjustment Surcharge (STAS) dea-eased from -0.33% to -0.'44%. * Have you moved or changed your phone number? Please let us know, so that we can update our customer records. To update your information, call us toll-free, 24 hours a day at 800-565-7292. Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com RAW 1 OOAMW87IAMW881 003085I003085P< CFOOTAV05123 ~ A1M 9244 [be patriot -~s Now you know Order Conlrmation Customer GATES, HALBRUNER & HATCH, P.C. Orderer Account Number 41052 Ad Order Numb~r 0001698796 Paver Paver Account Number 41052 Sales Rep. Order Taker rholton rholton Fax Order Source Special Pricinq None GATES. HALBRUNER & HATCH, P.C. ATTN: TRACI L. SEPKOVIC,1013 MUMMA ROAD,SUITE 100 Lemoyne PA 17043 USA PO Number ESTATE OF RHOADS. Jf TRACI Ordered Bv Customer Fax Customer EMail Customer Phon 717-731-9600 I For Any Questions, Please Call 717-255-8459 I Paver Phone 717-731-9600 Tear Sheets o Proofs o Affidavits 1 Blind Box Promo Tvpe Invoice Text Materials Total Ad Cost $333.18 Pavment Amount $0.00 Pavment Method Amount Due $333.18 Ad Number Ad Tvoe 0001698796-0' Legal Liners Ad Size : 1.0 X 24 Li Color <NONE> Production Method Production Notes Ad Booker PNCO: :Full Run 806-Estate Notices 3 I Run pates 6/8/4007, 6/15/2007, 6/22/2007 Product Information Classification # Inserts Run Schedule Invoice Text LETTERS TESTAMENTARY, for the Estate of WILLIAM RHOADS, JR., dec 6/22/2007 7:57:39AM . . THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Connnonwealth ofPe1ll1sylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Assistant Controller of The Patriot News Co., a corporation organize and existing under the laws of the Commonwealth ofPe1ll1sylvania, with its principal office and place of business a 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State ofPe1ll1sylvania, owner and publi her of The Patriot- News and The Sunday Patriot -News newspapers of general circulation, printed and publishe at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patrio -News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been cont nuously published ever since; I That the printed notice or publication which is securely attached hereto is exactly ts printed and published in their regular daily and/or Sunday/ Metro editions which appeared 8th, 15th and 22nd da (s) of June 2007. That neither he nor said Company is interested in the subject matter of said printed notice or ad ertising, and that all of the allegations of this statement as to the time, place and character of publication are true; an~ That he has personal knowledge of the facts aforesaid and is duly authorized and e]Powered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and s bsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Misc llaneous Book "M", Volume 14, Page 317. PUBLICATION COpy GA TES, HALBRUNER & HATCH, A TTN: TRACI L. SEPKOVIC 1013 MUMMA ROAD, SUITE 100 LEMOYNE, P A. 17043 PPL Electric Utilities Electric Service For: WM L RHOADS 1101 ALLEN ST NEW CUMBERLAND P A 17070 O.estioDs aboat tliis bill? Please contact us by Ma~ 24 at 1-800-342-5775 (1-800-DIAL-PPL) or write to: C.stomer Servke 827 Hausman Rd. Allentown, P A 18104-9392 www.pplelectric.com . . . I I \ ,I, I ,''...'# ppIl~: " '" Page 1 :~~::::~::~::i::B:~:J~:B--: ...,..",~::.-_. : ~_ - :. ~.,.~~~~';~:~~ 92040-7400 ) ........-..-...-...-- --'--'-- ..-......-- .-. _......-.-._......- - -. ". ............_.._-.-.... ". ._...._._-~._.__.... ... Summary Page Balance as of May 3, 2007 Char~s: T otaI PPL ELECTRIC UTILITIES Charges Total Charges S 0.00 $ 31.74 $ 31.74 gi~i:~~~~1l;;;;~;I~;~~;:;~~:;:~:~~~:1;;;~:~~~:1:~~1:~!~1:~~:;i~;:::;1~:~f~~!J~1:g_IJliiIIfili.:]~~~~ AccOlmt Balance $ 31.74 Electric Use This ~h shows your electric use over the last 13 months. J'ypesof Meter ReadiBgs: Actual .. Estimated iii Customer c:J 24 KWH - Average Per Day Meter Reading IDformatioD 20 Actual 19781 Actual 19534 16 K. W H Billed ~ Average - May 2006 2007 12 TWliJrature 55F 50F K Per Day 8 8 8 Yearly Use: Averj5 4 Moat Iun 2005 - May 2006 44: 0 Iun 2006 - May 2007 38. MJ J ASOND J FMAM 2006 Months 2007 j I Other important information on bac~ .. PPL Electric Utilities Electric Service For: WM L RHOADS 1101 ALLEN ST NEW CUMBERLAND PA 17070 PPL Electric Utilities C.sto..er Service 827 Hausman Rd. Allentown, P A 18104-9392 1-800-342-5775 (1-800-DIAL-PPL) www.pplelectric.com General Information Next meter din ~ or !bout Jun 4 . I \ I I .. ,I, I '''a..'~ ppIl~: " no Page 3 }::!::::~:;~'j;:::~_: _ Y_~'._'-"_'-'_'" ~ '~~::~::::ii~~ 92040-74009 ,.- ...-..,...--- -- - --- .----.- 0__0..._____.. _ _. _. 0-__"._".-.-"." .. . .""0__"0___"_'. _. Totalfrom Last Bill R ment Received A r 17 - Th'anK You! $ 36.12 $ 36.12 Billing Details Balance as of May 3, 2007 "':.~..,...,-_.. ...-.., :11;':~':-,,::,:;...:~;':;':~':;';':;' . .....-.....--.. . _..........-.-... $ 0.00 Current Charges Char~s for - PPL ELECTRIC UTILITIES Residential Rate: RS for Apr 3 ..; May 3 Distribution CJ1arge: Customer Chai2e 200 KWH at 2.18300000, pet KWH 47 KWH at L97500oo0~ ~r KWH . PA rax.Ad~. Surcharge at -0.049000000Jo T ransnnsslon e: 247 KWH at O. 800000t per KWH Transition Cbarge~ 200 KWH atl.33800000, per KWH 47 KWH at 1.18600000, per KWH Generation Charge: Ca~citv and En~ 200 KWH at 5. 7280oo00~ per KWH 47 KWH at5.03400000; per KWH PA Tax Adj Surcharge at 0.126000000/0 T otaJ PPL ELECTRIC UTILITIES Charges 7.96 4.37 0.93 -0.01 1.40 2.68 0.56 11.46 2.37 0.02 Is 31.74 Generation prices and charges are. set by the .electric generation su lier y~u have cliosep. The Public Utility Commission re2ulates ~~15 ion pnces ~4 servt~es. The Fe4eral Energy Regulatory 'CommIssIon T. gulates transnnsslon pnces and servIces. : PPL :glectric Utilities uses .a~ut $2.19 of this bill tOJ>ay ~tate taxes. In addItton, about $1.91 of this bIll pays the PA Gross Recetpts Tax. i The Tmnsition Charge includes an Intangible Transition Charge_ (It:) and I~~ ~~~~~ C;e~ceTJ~~b~f~~~&i~hfftii~o~~~;s~n $i~fiTC DOT mo_+-_ l1+""-M R!k.+. .. -.__H__ nm ,." u~ _ T ~"'-'" _ ~"I ",. . PPL Electric Utilities Electric Service For: WM L RHOADS 1101 ALLEN ST NEW CUMBERLAND PA 17070 PPL Electric Utiities C.stolller Service 827 Hausman Rd. Allento~ P A 18104-9392 1-800-342-5775 (1-800-DIAL-PPL) www.pplelectric.com ". \ , I , ~ .. ppi .!.~~: ", TV ... .... .,,~--"-'-"'._-'- -- ... -'.-..--...".-" Page 3 92040-74009 .____..____,. _._......__ --"0"--- ...._--_..-...---.. ". ". --.-.'--._---_..... . -----....----- ... ..__.~:- ~-"":..- :'E':~~.;':;~.~~~.~~":~~~;':.:-: Totalfrom Last Bill R ment Received Ml 18 - Thank You! $ 31.74 $ 31.74 Billing Details Balance as of Jon 4,2007 $0.00 Current Charges Char#S for - PPL ELECfRlC UTILITIES Residential Rate: RS for May 3 - Jun 4 Distribution Charge: Customer Chaige 200 KWH at 2.18300000~ per KWH 14 KWH at 1.9750000~ per KWH PA J:ax.AdiSmcbarge at -0.04900000% T ransnnsston CbarJte: 214 KWH at 0.50800000~ per KWH Transition C1lar2e: 200 KWH at133800000~ per KWH 14 KWH at 1.1860000~ per KWH Generation Charge: Ca~itv and Energy 200 KWH at 5 .12800000~ per KWH 14 KWH at 5.03400000t per KWH PA Tax Adj Smcbarge at 0.12600000% Total PPL ELECTRIC UTILITIES Charges 7.96 437 0.28 -0.01 1.22 2.68 0.17 11.46 0.70 0.02 $ 28.85 General Information Next meter reading on or about Jo1 3 Generation prices and charges are set by the electric generation ~lier you have coosen. The Pubfic UtilitY Commission re tes distri]; ion prices ~~ servi~es. The Feqeral Energy Regulatory ~mission f. gulates transmtsston pnces and semces. PPL Electric Utilities uses about $1.99 of this bill to Jl3.y state taxest In addition, about $1.73 of this bill pays the P A Gross Receipts Tax. I I The Transition Charge includes an Intangible Transition Cbarge (I C) and the applicable gross receipts tax which to.g~ther amount to $2.34. e ITC is a ~r usage Cbarge a~roved by the PuBlic Utility Commission w . ch PPL Electnc UtilitIes co"11ects as agent for PPL Electric Utilities T ition Bond Company LLC and which iliat company uses to service debt' mred to recover a ~ion of PPL Electric UtilitIes' stranded costs. The s receipts tax, which is collected for the Commonwealth of PennsylV . is equal to 6.02% of the ITC. For your convenience, you can now pay your bill using yom Visa, MasterCard, Discover, or ATM Can'1. Call BiDMatrix at 1-800-67 -2413. B~atrix will charge your credit and A TM card a service fee for - g thlS payment. I Before digg!nR aroQIld Y9ur home or property, you should a1way~ ~~.the state's ODe Call nottficatton system to locate any lIDderground utili lines. You can do this by simplY dialing 811, which will connect you to ill, One Call system. Be safe aiid call 811 before you dig. I I; V PPL Electric Utilities Electric Service For: WM L RHOADS 1101 ALLEN ST NEW CUMBERLAND PA 17070 PPL ~tric Utilities C.sto..er Service 827 Hausman Rd Allentown, P A 18104-9392 1-800-342-5775 (1-800-DIAL-PPL) www.pplelectric.com .'- ' , I , , .. ppi i: " TU Page 3 92040-74@09 ...._............-.-... . -----.-.--"- --.--... . ......-................_.. " .........-- "':.---..........................-.--"';.. ._....0.. ....". __"':."':~~~..':..~:-_... " -- -'--"'---..- ... "'.-"0_-.-._-. Tota/from Last Bill R ment Received Jun 19 - Thank You! S 28.85 S 28.85 Billing Details Balance as of Jol 3, 2007 $ 0.00 Current Charges Char.,ges for - PPL ELECTRIC UTILITIES Residential Rate: RS for Jon 4 - Jul 3 Distribution Charge: Customer Chaige 200 KWH at 2.18300000t per KWH 52 KWH at 1.9750000ot per KWH PA TaxAdj Smcbarge at -0.04900000% T IaDsmission Cba.n!e: 25~ JCWH at O.S6800000t per KWH TransItion Cba.r2e: 200 KWH at1.33800000t per KWH 52 KWH at 1.18600000t per KWH Generation Charge: Ca~itv and Energy 200 KWH at 5.12800000t per KWH 52 KWH at 5.03400000t per KWH PA Tax Adj Smcharge at 0.12600000% Total PPL ELECTRIC UTILITIES Clmges 7.96 4.37 1.03 -0.01 1.43 2.68 0.62 11.46 2.62 0.02 \$ 32.18 General Information Next meter reading on or about Aug 2 Generation prices and charges are set by the electric generation SU;lier you have coosen. The Public Uti1i~ Commission re tes distriti . on prices ~4 servi~es. The Feqeral Energy Regulatory ~mission , gulates transDllSSIon pnces and servtces. PPL Electric Utilities uses about $222 of this bill tOj)ay state taxeSJ In addition, about $1.93 of this bill pays the P A Gross Receipts Tax. 'I The Transition Charge includes an Intangible Transition Charge (I ) and the applicable gross receipts tax which toz~ther amOlmt to $2.71. e ITC is a ~r usage Cbarge apnroved by the PUlilic Utility Commission w . ch PPL ElectrIc UtilitIes cOllects as agent for PPL Electric Utilities T itioD Bond Company LLC and which iliat company uses to service debt i cmred to recover a pqrtion of PPL Electric UtilitIes' stranded costs. The s receipts tax, which is collected for the Commonwealth of Pennsylv . a, is equal to 6.02% of the ITC. For your convenience, you can now pay yom bill using your Visa, MaslerCard, Discover, or A TM Card. Call BillMatrix at 1-800-67 -2413. Bi.UMatrix will charge your credit and A 1M card a service fee for aking thIS payment. Before digg!DR 3Io~d y~>ur home or property, you should alway~ .W' .the state's One can notIficatIon ~stem to locate any llllderground utIb lines. You can do this by simplY dialing 811, which will connect you to ill, One Call system. Be safe and call 81] before you dig. \ G" Date: 05-28-07 Prepared for: Rhoads Estate 1101 Allen Street New Cumberland. PA 17070 Property Appraised: NlA 1101 Allen Street New Cumberland. PA 17070 Work Performed: Full Appraisal Report - 1004 URAR Please make checks payable to: Premier Appraisals 3015 Harvard Ave. Camp Hill, PA 17011 INVOICE File No. 705008 Case No. !~ Total Amount Due: $ Paid In Full I . I ClickFORMS Appraisal Software 800-622-8727 f w ~ Q !Z ~ o :E 'tIo O~Or-- OM C S::"'QOOOO\ Or-- ~ lOtd&nj&n "0 "IDO" 0)...:1 CDM(I)~_Or1 ..... r-- N \0 r1 ! \0 t-- ... E Na:~ g ~ o Wo 0 0 III :I =>> U II. I!Q III rEI ~ 'tI 0 0:: ~ 0:: e!~~lD><m~ me.> "E~~~~~~~~~~ 8~~ug!8g!8CDg!!E a o z in >- a.. o o a: w >- <( a.. ~ t- 8 ~ E ~ "".-101 CJ)tdN m.a.>o 00 I&. 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E ~ CD E :::J Q) a: TAX YEAR: 2007-08 REAL ESTATE TWICE PAYABLE ROBIN GASPERETT1 (717) 774-7424 TO: 1113 BRIDGE STREET NEW CUMBERLAND, PA 17070-1634 NEW CUMBERLAND PROPERTY 10 26240809124 TAX SCHOOL ASSESSED VALUE 118,020 HOMESTEAD EXCLUSION 0 FARMSTEAD EXCLUSION 0 NET ASSESSMENT 118,020 RATE 10.2 REBATE FACE PENALTY 1,179.72 1,203.80 1,324.18 1,179_72 1,203.80 1,324.18 TO: RHOADS, WILLIAM L JR & LEONA RHOADS 1101 ALLEN STREET NEW CUMBERLAND PA 17070 FOR: 1101 ALLEN STREET BILL DATE - 07/01/2007 DELINQUENT BILLS ARE TURNED OVER TO TAX CLAIM ON 1213112007 BILL # 023001 TAXPAYER'S COPY TAX YEAR: 2007-08 REAL ESTATE TAX NOTICE INSTALLMENT PAYMENT 3 NEW CUMBERLAND PROPERTY ID 26240809124 PAYABLE ROBIN GASPERETl'I (717) 774-7424 TO: 1113 BRIDGE STREET NEW CUMBERLAND, PA 17070-1634 TAX SCHOOL -INSTALLMENT PAYMENT 3 RATE 10.2 FACE 401.28 441.41 10/31/2007 10/31/2007 401.28 441.41 PENALTY AJ:;~:TY WEST SHORE SCHOOL DISTRICT NET ASSESSMENT 118,020 FOR: 1101 ALLEN STREET TO: RHOADS, WILLIAM L JR & LEONA RHOADS 1101 ALLEN STREET NEW CUMBERLAND PA 17070 IF DUE DATE IS MISSED, INSTALLMENT MUST BE PAID AT PENALTY. BILL DATE - 07/0112007 DUE DATE -10/31/2007 DELINQUENT BILLS ARE TURNED OVER TO TAX CLAIM ON 12131/2007 BILL # 023001 TAXPAYER'S COPY PAID TO: REAL ESTATE TAX NonCE R_PERETTI (717) 774-7424 BILL # 023001 111 E STReET N ERLAND, PA 17070-1634 26240809124 LOCATION OF TAXED PROPERTY 1101 AlLEN STREET SCHOOL I TAXES PAID AT ASSESSED VALUE 0 0 0 118,020 HOMESTEAD EXCLUSION 10.2 REB. TE FACE PENALTY 0 09/01/2007 1,179.72 REBATE FARMSTEAD EXCLUSION 0 11/01/2007 1,203.80 FACE NET ASSESSMENT 11/01/2007 1,324.18 PENALTY 118,020 WEST SHORE SCH DOL DISTRICT RHOADS, WILLIAM LJR & LEONA RHOADS 1101 ALLEN STREE I NEW CUMBERLAN PA 17070 BILL DATE - 07/01/2007 REBATE - 09/01/2007 FACE-11/01/2007 TAX YEAR: 2007-08 TAX COLLECTOR'S COpy ~EAL ESTATE TAX NOTICE PAID TO: ROBIN GASPER (717) 774-7424 BILL # 023001 1113 BRIDGE STRE NEW CUMBERLAN , PA 17070-1634 26240809124 LOCATION OF TAXED P OPERTY 1101 ALLEN STREET I SCHOOL -INSTALL"'ENT PAYMENT 3 TAXES PAID AT i 0 0 " 10.2 FACE PENAL TV 401.28 On or B~fore 10/31/2007 401.28 FACE \ 441.41 Att~ 10/31/2007 441.41 PENALTY WEST SHORE SCHqOL DISTRICT RHOADS, WILlIAM~ JR & LEONA RHOADS 1101 ALLEN STRE NEW CUMBERLAND PA 17070 I NET ASSESSMENT 118,020 BILL DATE .07/01/2007 DUE DATE-10131/2007 TAX COLLECTOR'S COpy .f \i . . . TRAVELERS Automobile ALAN HOSTETLER AGTS 300 S PROGRESS AVE HARRISBURG PA 17109 AClcount Bill ---- ----- AClcount No. 980523608 818 Plea e refer to this billing account number when calling or making payments. BiIIi Date: MAY 04, 2007 Due ate: JUNE 01, 2007 I 01330 QUESTIONS? C yment Information 1..800-550-7716 WILLIAM RHOADS 1101 ALLEN ST NEW CUMBERLAND PA 17070 1.;sOO-CLAIM-33 (717)657-3141 To pay online vis' travelers.com Save Time and Money.. up to $36 per year Paying your bill has never been easier! Just turn this form over to sign Lap for Travelers Electronic Funds Transfer (EFT) or visit www.eft.travelers.com.li i Polic Pa ment Information Policy Name Automobile Policy Number 980523608 101 1 Policy Period 06/01/07 to 12/01/07 Service Charge This Month Mi imum A ountDue $82.16 $5.00 Unpaid Balance $493.00 Total $87..16 $493.00 .Reduce this charge - save up to $36 a year! Details on the back. Please read important information on reverse side. Please detach and mail the lower portion of this bill with your payment in the enclosed envelope to TRAVELERS, ONE TOWER SQUARE, HARTFORD, CT 06183-1001. Thank You. If TRAVELIs . Automobile Account Bill --- -------~- A.ccount No. 980523608 P ease refer to this billing account number en calling or making payments. B IIing Date: JUNE 11,2007 D e Date: JULY 01, 2007 ALAN HOSTETLER AGTS 300 S PROGRESS AVE HARRISBURG PA 17109 05871 818 WILLIAM RHOADS 1101 ALLEN ST NEW CUMBERLAND PA 17070 QUESTIONS? ALL US: Payment Information 1-800-550-7716 1-800-CLAIM-33 POlicy Questions or (717) 657-3141 To pay online v sit travelers.com Know what's below! Always call 811 before you dig on your property - one free, easy call ets your utility lines marked and can help prevent injury and expense. To learn more, visitwww.CaIl811.com Policy Payment Information Policy Name Automobile Policy Number 980523608 101 1 .Policy.Period 06/01/07 to 12/01/07 Service Charge This Month inimum mount Due $82 . 16 $5.00 Unpaid Balance $410.84 $5.00 Total $87.16 $415.84 ' I Please read important information on reverse side. Please detach and mail the lower portion of this bill with your payment in the enclosed envelope to TRAVELERS, ONE TOWER SQUARE, HARTFORD, CT 06183-1001. Thank You. \i ~ TRAVELERSJ Automobile . ALAN HOSTETLER AGTS 300 S PROGRESS AVE HARRISBURG PA 17109 Account Bill -~ - ---- -- ------~ - ~- -- Account No. 980523608 Plea$ie refer to this billing account number whe~. calling or making payments_ BiIIi 9 Date: JULY 12, 2007 Due Date: AUGUST 01, 2007 00213 818 WILLIAM RHOADS 1101 ALLEN ST NEW CUMBERLAND PA 17070 QUESTIONS? C II US: Automated Billing and ayment Information 1-800-550-7716 Available 7 da s a wee Claim Service 1-800-CLAIM-33 I I Policy Questions or ch~nge of Address ! To pay online visit travelers.com (717) 657-3141 Always call 811 before you dig on your property - one free, easy call g~ts your utility lines marked and can help prevent injury and expense. To learn more, visit www.CaIl811.com Policy Payment Information Policy Name Automobile Policy Number 980523608 101 1 Policy Period 06/01/07 to 12/01/07 Service Charge This Month M.nimum A~ount Due $82.17 $5.00 Unpaid Balance $328.68 $5.00 Total $87.17 $333.68 I J Please read important information on reverse side. Please detach and mail the lower portion of this biil with your payment in the enclosed enveiope to TRAVELERS, ONE TOWER SQUARE, HARTFORD, CT 06183-1001. Thank You. MR W L RHOADS JR Account Summary . Previous Charges Payment Received May 17. Thank You. Balance New Charges Verizon (page 3) Total New Charges Due Jun 21 Total Due: (Past Due + New) Questions about your bill? Call 1 800 660-2215 See page 2 for all other Verizon contact information. Change of billing address? Go to verizon.com/billingaddress or see page 2. $ 26.38 - 26.38 $ .00 $ 26.52 $ 26.52 $ 26.52 Billing Date: OS/25/07 Page 10f I) Telephone Number: 717774-3787 Account Number: 717 774-3787 632 B6Y III( Moving? 1-866-VZ-MOVES Across the street or across the nation, one call can do it all. Call us for Internet, phone and entertainment in your new home. FiOS Experience The Power Of Fiber-Optic Internet Verizon FiOS Internet is here! Cruise the web at speeds up to 512 Mbps for just $39. 99/month with a one-year agreement. Call 1-888-563-5077 or visit verizon.com/palfios19 today. Subject to availability (J) Enjoy A Little Bill-Free Bliss Find out how at verizon.com/visa5k Sign up and pay your Verizon bill automatically with your Visa e carel. It's convenient, easy and safe! Or sign up for Verizon broadband and use your Visa lID card to pay. Learn more at verizon. com/visa5k / .. Detach & return payment slip with your check, payable to Verizon. ------------------------------------------------------------------------------------------~--------_. ~ . VCI.19J.1 MR W L RHOADS JR Account Summary . Previous Charges Payment Received Jun 18. Thank You. Balance New Charges Verizon(page 3) Total New Charges Due Jul 23 Total Due: (Past Due + New) Questions about your bill? Call 1 800 660-2215 See page 2 for all other Verizon contact information. Change of billing address? Go to verizon.com/billingaddress or see page 2. $ 26.52 - 26.52 $ .00 $ 22.55 $ 22.55 $ 22.55 Billing Date: 06/25/07 Page 1 of 6 Telephone,Number: 717774-3787 Account Number: 717774-3787632 66Y <>.~. ~ Get Superfast Internet And Unlimited Calling For $69. 99/Mo Do everything quicker with Verizon FiOS Internet and talk all you want with unlimited calling. All for $69.99 a month (plus taxes & fees) with a 24-month agreement. Call 1-888-563-6577 to sign up. Subj. to availability & restrictions. -- Moving? 1-B66-VZ-MOVES Across the street or across the nation, one call can do it all. Call us for Internet, phone and entertainment in your new home. iV '" Detach & return payment slip with your check. payable to Verizon. . . PA REV-1500 SCHEDULE I I DEBTS OF DECEDENT, I[ MORTGAGE LIABILITIES and LIENS . . WE$T SHORE OIL CO. INC~ F' a f=). E; (:)::-=: 12 7 r.1A~: r.( :zi I.,.E I L i_ E~: Fi Fi "717 -957 -2121 -:71. 7 - 7 t, 1 -- t! 5 t. 5 -71 7 -- 5 :::i 2 - LI Y l~ t! 17 0!3 ~::; tOO-..;",:" ',_,'r, (:)~: i."J L f:: HCrAD:~; ,JP;: <jL$~ 1101 ALLEN~T I NEW CUMBE~LAND PA 1 i ,-. ,-. !-. '-',1 It-, IT 1-, Ii 1I'.iF" c r-! i7!'j "7 "'11::- '1 (';'1,0' ' t-; , I.. f '': , ! '.(. " , ! ,.... L'I" ILl I ' "!.L __~~i~~ ~~~0Jj~~ii~: _~ 7_~~a_~ : ! 1-=-: U!_: 1<, r"~Uf.tt: t:. p;: - - - - , - - 5 -.- { i-',E' .. , I C" j:;. i-. Ii 1....iF. C" ;-;'. _ _ _ _ _ '1';~ : !_-! -t i al!_, r ! -i!_'i I_I L r:: ..L. .._ ~ SALE$ NUM8E~ ---- 5371 ~ \ I ' GALLONS START ---_J_ 0 GALLONS FINISH --- j32.1 PRICE/GALLON 2J5000 I PRODUCT CO$T 580.25 FUEL elI L i.-~(:) T A::-:: ~~; AL E T()! AL C (:15T c ,~, !7i '--, C i i t t.~, _ ..- , - ------ ---- i' l1 nE.L-f :10 [)At.( Fl A 1_( [)~~; 1=: ----1----- --- I. J . . . TRAVELERS Account Bill -~--------- Account No. 980523608 ALAN HOSTETLER AGTS 300 S PROGRESS AVE HARRISBURG PA 17109 818 Pleas refer to this billing account number when ailing or making payments. BlIIin Date: APRIL 11, 2007 Due ate: MAY 01, 2007 05912 WILLIAM RHOADS 1101 ALLEN ST NEW CUMBERLAND PA 17070 QUESTIONS? C LL US: Policy Questions or Cha geofAddress (117) 657-3141 To pay online vis t travelers.com Save Time and Money - up to $36 per year Paying your bill has never been easier! Just turn this form over to sign p for Travelers Electronic Funds Transfer (EFT) or visit www.eft.~ravelers.com. Polie Pa ment Information Policy Name Automobile Policy Number 980523608 101 1 Policy Period 12/01/06 to 06/01/07 Service Charge This Month Miimum A ount Due $84.17 $5.00 Unpaid -Balance $84. 17 $5.00 Total $89.17 $89.17 "Reduce this charge - save up to $36 a year! Details on the back. \ Please read important information on reverse side. Please detach and mail the lower portion of this bill with your payment in the enclosed envelope to TRAVELERS. ONE TOWER SQUARE, HARTFORD, CT06183-1001. Thank You. Total B~g State.t . PNCBANl< It:!! For 24-hour information, sign on to PNC Bank Online Banking ~ on pnc.com. . For the period 04/07/2007 to 05/07/2007 WILLIAM L RHOADS,JR Primary account number: 51-4005-2534 Page 5 ()f 6 Check Images 't. 'Wi-U:iAM L RHOADS. .In. RICHARD .I. RHOADS SCOTT A. RIIOADS . 1101 ~ snUET New CONBEfUAN!). rA 1'07'> '~U-I~~ /I J. -r r ~ '"')onJ..r ul "... .' .,. - - - 7(-". ~: :z:L.<.-- ,L.---Go- ~ PNCBANK PH: u..L JrrfA 009' \.AU''''.''\ -:;,;;~ 6300 ~ '7J'MWAM L RHO~OS:'JR. .. - 6~;' RICHAnD .I. RltOADS SCOTT A. RHOADS 0",.. -rh", h "7 110' ALLEN ST"EI:T ....t1n.~...31 NFW l:l.MIlERLAND. PA 11070 lit ~Yl;~ I'""'~ E.I. _ -r .- I .~_n/rrof. _. / ~/.L C___ ..... . 1$ .:1(, /2- ! _=..L:1''''':3 .~ ~ ,. - .- ''''1:" j I~ Dallnn f3 Co-=- ~ PNCBANK , PIC....... KA .... c-w...'^ For J.-kP'l-D - 7+-D/J ~ 4~C29L-..LJ.. .:n3B~~73B': SI..O( Si!53a.." I:.i!qq ..'OOOOOOlG~i?," ..---.- - 6299 $36.12 04/18/2007 ;J'~ILU^M L RHOADS. .JR. RICHARD .I. RHOADS Sr.OTT A. RHOAOS ' / ;.;;;, ~~~~ PA 11'a7V batp #1 (; / (J 7 / / IJ"YI;I~ ..,...., A $ Jf 2-1- '~or~ ~n~/.J - ."..- . ~ \"/'4 ~~_...J ~_~ - _" 'loIIn.... ~ ' ~PNCBANK l3-1!'?07 1'381317 235 2496219G?7 ~,_.. - """, I <_.orA A '7 ~ ~ J j For ...ld"~11. , -7 . r.4)~~?-:. ". ~<-"'..!" ~UI.l?38': S~"005i!S'\lo.' E.~qa I' 000003q~2I' fj2iJB $:~9.22 04/19/2007 ..~~ 629B . 1)nr.lD ". nnl"~,b2- _UDlU' "' . ',,-__ .~.'-J' _ <_. ., . I $ /9.4.:.. -A. /~ .. l)Ollnn Iii ~! , I A_'-'~- .J for....:7/7- 77'r- 7-:1-' 7 ~'''''~"''<-. c.~P.~-t.i:---.r-- ':0 J I J 10 i! 7 ;)8.: 5 ~ loOo 'i 2531,11' E. '\00 1'000000 10 q.. b ", fj300 $1 ~J.4fj 04/25/2007 ~'W"M L-ilHOAPS. JR. A'CHARD of. RHOADS scon A.. RHOADS h .It .,., ALU/O STREET - r:tWfIEnI.AIIIO. PA '7'IJ7D o"".z; ~ F P..\Yl;'~ T:- - .:;.l)"~rol- - u / /_d. , :j - ....// /. -:z::. $ ,p Y. -' '7 -_Cc..";'L.,s:;..=~..o:z.... -' ...,' 7 ~ Onll.... m ==.:::- ~-t..~SB~NK ?!.':: ~g ;gi' g~t i;j ;/. t: H;; B iF fi'g~ (] ~ 63~;~ ~ii.a..w. L RHOADS. JR. RICHARD of. RHOADS I SCOTT A. RHOADS ,to. ALU/I STnttJ NEW C\JIlOIBf:Rt......,. PJl 171110 "~!::~ r." ... ~ ~ --r7;; -~..:. ~ ~PNCBANK ....-:.......HA .,. r...... P.' I ~70;:;;2~;8~~r-~ ::a~r5-~3a.;4~;;f'~:%~~~~s~~ - --.".. ,..: 630S""i .. f2nr.1.:.I .It ~/., ,L __:::OniJl' 1)a'./7~ "' I $ -'1'-~..:3~ "-!;fa () nallar" 6\ ==:- For J.1'A...L...!.c.L'-.t:.?.P_ 4' ~C_.. QL_.....,~ .:0:1 &0:1 &0 i! 7.18': 5 L"OO 5 Z 5 '1 a... G 301., ...OOOUOOll q J. 1.." , fi :>01 $R9.17 04/2:~/2007 fi305 $-19.51i 04/21/2007 Check Images continued on next page FORM953R-1005 , . . Total Banking Statement Q For 24-hour information, sign on to PNC Bank Online Banking on pnc.com. For the p riod 04107/2007 to 05/07/2007 WILLIAM RHOADS,JR Primary a ount number: 51-4005-2534 Page 6 of Check Images - continued '~MLLlAM L RHOADS. .JR. RICHARD .J. RHOADS SCOTT A.. RHOADS t ..1 AU..f:N $TJlEET ./ NEW CUMRERUND. PA 1707'11 I"I~ o-f./j Cj/" "7 IJ'\Yi~~ _ / ':?': .':= :J~ --.~' / _~. : ~ ~~~L'I $II:~C' :~~-= i i. 6).PNCBANl< ~ '5 / PM:...... N A O'ti c..... '" 630~~ "'1In.'3t::l ". For d~C:Z.GL~..... . ':03 I.) I. i.!? 38.: 5 I...DD 5 i.! 5 ~ .... . r. ,lOr. ..'dOODO SaD i.! 5..' L ..;;... 6306 $580.25 05/03/2007 With PNC Online Banking, you can view, print and save up to the most recent 90 days of your canes ed checks - front and back - FREE 01 charge. Please contact us for additional options. - - .T ~ - ,- -, - - *** END OF ATTACHMENllS *** LAW OFFICES OF GATES, HALBRUNER &-HATCH, P.C. LOWELL R. GATES, LL. M. LL. M. in Taxation Also Admitted to Massachusetts Bar MARK E. HALBRUNER CRAIG A. HATCH, CELA Certified as an Elder Law Attorney by the National Elder Law Foundation CLIFTON R. GUISE Also Admitted to practice before the U.S. Patent & Trademark Office SARAH E. McCARROLL 1013 MUMMA ROAD. SUITE 100 .LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 . FAX: (717) 731-9627 CORRESPONDENCE ADDRESS: Lemoyne Office WEB SITE: www.GatesLawFirm.com December 21, 2007 BRANCH OFFICE: 3 WEST MONUMENT SQUARE, SUITE 304 LEWISTOWN. PA 17044 (717) 248-6909 STACEY L. NACE Paralegal/Office Manager TRACI L. SEPKOVIC Paralegal VALERIE LONG Paralegal TRACI L. SHERIDAN Paralegal Cumberland County Courthouse Office of the Register of Wills One Courthouse Square Carlisle, P A 17013 RE: Estate of William L. Rhoads, Jr. File No. 21-07-0485 Dear Register of Wills: Enclosed for filing are the Pennsylvania inheritance tax return (in d1.).plic-ate), Inventory & Status Report for the Estate of William L. Rhoads, Jr. A check in the amdunt of $30.00 is also enclosed as the filing fees for the inheritance tax return and Inventory. ~Iease time-stamp the additional photocopy of each document and return them to our office in the enclosed envelope. Thank you for your assistance in this nlatter. Sincerely, ZrC:ZU" ~~~~/'c. Trad L. Sepkovic Paralegal Enclosures cc: Scott A. Rhoads, Co-Executor Richard J. Rhoads, Co-Executor -- ~,,~-l" .jt{t~ .. . t- N C:) 7:; c.CJ. ~, \.. -..:r r:, ,; (:::) ~ ? .,.~ \.\.\ ~t~ ) :; ~::;'V") '':::.''\ \~'lt\~()"', '.\\ t . ~ '..)0.. ;"v .:-~.' d 1 '" (~ .i._ :'-, ll. ' ("'", . ()< :-:~ \';'" l.~ ~",1 ...., \:-~. .' \