HomeMy WebLinkAbout01-0606PETITION FOR PROBATE and GRANT OF L/ETT'E/RS
Estate of MARIAN L. GRAYBILL No. ~~~/ ~ ~~ -
also known as T'o~
Register of Wills for the
Deceased. County of CUMBERLAND in the
Social Security No. 424-58-1743 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who 2s/are 18 years of age or older an thekxoecut rices named
in the last will of the above decedent, dated Auaus t 2? ~ , 19.~~
and codicil(s) dated
Joan M. Lucas, one of the appointed Co-Executrices has
renounced in favor of Pamela. A~_ Gravbill Burkholder and
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h ar last family or principal residence at 90 Wagner Street
North Mi c3c31 Ptnn Tnwn~hi ~
(list street, number and muncipality)
Decendent, then 7h ears of age, died June 15 , 2001 ,
at Carlisle Hospital .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 4 0 0.0 0 0.0 0
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
90 Wagner Street, North Middleton Township., ____
Cumberland County, PA
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
(testamentary; administration c.t.a.; administration d.h.n.c.t.a.)
theron.
ay Pamela A. Gzaybill)
c g urkFiol e~-
^~~, 90 Wa ner Street
ya. ar is e,
v~
~o
Va erie Da is
110 Wa n Street_
Carlisle. PA 17013
R
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CUMBERLAND
The petitioner(s) above-named sweat(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well anc~,x, r~ly_adrtyniste~hesstaje ac~or~i~~, to law.
Sworn to or affirmed and subscribed
before me this ,,.~ 27th day of
Mary ~' Lewis
' ~ Register of Wills
/~ a.3 9-r~ _ -- - --
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NO. 21-2001-606
Estate of MARIAN L. GRAYBILL ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW June 27th 2001
in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Au qu s t 2 2 , 19 8 8
described therein be admitted to probate and filed of record as the last will of
_ Marian L. Graybill ;
and Letters Testamentary ~~u~n
are hereby granted to
Valerie J. Davis
FEES
Probate, Letters, Etc.......... $ 375.00
Short Certificates( ) . (5) ....:: $ 15.00
Renunciation .. ~ 1 ~ ......... $ 5.00
x-Pages (4) $ 12.00
JCP TOTAL $^~-
Filed ..June .27~h, X0,0.] , .. , .,5412.00, , ,
j Register of wilts Mary C . Lewis
Ralph H. Wright, Jr. (56113)
Johnson, Duffie, Stewart & Weidner
ATTORNEY (Sup. Ct. I.D. No.)
301 Market St., P. O. Box 109
T.r~nn=ne, PA i ~na~-ni n~
:ADDRESS
(717) 761-4540
PHONE
MAILED LETTERS TO ATTORNEY RALPH H. WIGHT, JR.
~.ona ... !:r, _
-('his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent 'filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 7387001
Local Registrar ~~~~~
~~
ate
No.
21-2001-606
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REG,ST R SIGNATURE AND NUMBER DATE FILEDIMOM.Dey 'hall
77 ,~ ~.~_
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Graybill.W
~~c~t ~iI1 ~n~ C7~ P~t~mrnt
of
MARIAN L. (~2AYBn T.
I, MARIAN L. GRAYBILL, of Lower Allen Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament, hereby revoking
and making void any and all former wills made by me.
I.
I direct that all my legal debts and funeral expenses, including my grave
marker, and all expenses of my last illness, shall be paid from my residuary
estate as soon as practical after my decease as part of the expense of the
administration of my estate.
II.
I bequeath my automobiles, household and personal effects and other
tangible personalty of a like nature (not including cash or securities),
together with any existing insurance thereon, to my husband, DAVID R. GRAYBILL,
provided he shall survive me by thirty (30) days. Should my husband, DAVID R.
GRAYBILL, predecease me or not be living on the thirty-first (31st) day
following my death, I bequeath such tangible personalty and the insurance
thereon to such of my daughters, JOAN M. LUCAS, PAMELA A. GRAYBILL and VALERIE
J. DAMS, as are living on the thirty-first ( 31st) day after my death, to be
divided among them by my Executor with due regard for their personal
preferences in as nearly equal shares as practical.
III.
I devise and bequeath the residue of my estate of every nature and wherever
situate to my husband, DAVID R. GRAYBILL, provided he shall survive me by
thirty (30) days. Should my husband, DAVID R. GRAYBILL, predecease me or die
on or before the thirtieth (30th) day following by death, I devise and bequeath
the residue of my estate of every nature and wherever situate, in equal shares,
Graybill.W
to my daughters, JQAN M. LUCAS, PAMELA A. GRAYBILL and VALERIE J. DAMS. In
the event that any of my daughters, JEAN M. LUCAS, PAMELA A. GRAYBILL or
VALERIE J. DAMS, shall not be then living, I devise and bequeath her share to
her then living issue, per stirpes, and in default of said issue, her share ~!
shall be added to the share of my surviving daughter or daughters or their
issue, per stirpes, as applicable.
i
IV.
Should any of my issue entitled to a share of my estate not have obtained
the age of twenty-five (25) years at the time of distribution to him or her, I
devise and bequeath the share of each such issue to CCNB BANK, N.A., of New
Cumberland, Pennsylvania, IN SEPARATE TRUST, to hold, manage, invest and
reinvest the shares so received, and the accumulation of income thereon, and to
use and apply the income and principal, or so much thereof as, in Trustee's
~ sole and absolute discretion, may be necessary or appropriate for such issue's
support and education (including trade school and college education, both
graduate and undergraduate) without regard to his or her parent's ability to
;provide for such support or education, or to make payments for these purposes,
i
without further responsibility, to such issue or to such issue's parents or to
any person taking care of such issue. Any principal or income not so applied
shall be distributed to such issue absolutely when he or she obtains the age of
twenty-five (25) years. If he or she dies before obtaining the age of
twenty-five (25), the Trust shall terminate and such shares shall be
distributed to his or her personal representative.
V.
I direct that all taxes that may be assessed in consequence of my death of
whatever nature and by whatever jurisdiction imposed shall be paid from my
residuary estate as part of the expense of the administration of my estate.
VI.
I appoint my husband, DAVID R. GRAYBILL, Executor of this, my last Will.
'; Should my husband, DAVID R. GRAYBILL, fail to qualify or cease to act as
- 2 -
Graybill.W
Executor, I appoint my daughters, JOAN M. LUCAS, PAMELA A. GRAYBILL and VALERIE
J. DAVI5, as Co-Executries of this, my last Will. Should any of my daughters,
~ JOAN M. LUCAS, PAMELA A. GRAYBILL or VALERIE J. DAMS, renounce or fail to
qualify or cease to act as Co-Executries then, one or more of my said daughters
shall act as Co-Executries, or Executrix, as applicable.
VII.
I direct that my Executor, or their successors shall not be required to
post bond for faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF,
1988.
I hereunto set my hand and seal this ~~ day of
G~ ~ ~ (SEAL)
Marian L. Graybill
Signed, sealed, published and declared by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who, at her request, in
her presence and in the presence of each other have hereunto subscribed our
i names as witnesses.
( SFAT,)
I
~~~`~, ( SEAL )
- 3 -
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', Graybill.W
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P~C:EQJOWLEDGMENI?
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eor>t~NwEALTx of PENNS~vANL~
I
. ss:
COUN'T'Y OF CUMBERLAND .
I
~' I, MARIAN L. GRAYBILL, Testatrix, whose name is signed to the foregoing
~ instrimlent, having been duly qualified according to law, do hereby aclrnowledge
that I signed and executed the instr~ur~ent as my Last Will and Testament; that I
signed it willingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
I
I
Marian L. Graybill
Sworn to or affirmed and aclrnowledged before me, by Marian L. Graybill, the
Testatrix, this ~c~ day of ~US T,~ 1988.
My commission expires
JEaN M. FREDERICK, Notary Pebfic
~ 5~') MY Cammi~ion Expires March 13; ]
Camp Hitl Cumberland Coumy, Pa.
- 4 -
Graybill.W
AFFIDAVIT
COMN9JNWEALTH OF PENNSYLVANIA
. ss:
COUNTY OF CUMBERLAND
We,~ /~ ~L/ i~1 ~ and ~~ ~$ , the witnesses whose
names are signed to the foregoing instrume being d ly qualified according to
law, do depose and say that we were present and saw the Testatrix sign and
execute the foregoing instrument as her Last Will and Testament; that she
signed willingly and that she executed it as her free and voluntary act for
the purposes therein expressed; that each of us in the hearing and sight of the
Testatrix signed the Will as witnesses; and that to the best of our ]rnowledge,
the Testatrix was at that time at least 18 years of age, of sound mind and
under no constraint or undue influence.
Sworn to or affirmed and subscribed to before me bp~ ~~~e and
~o/~n~ ~-~ n~"~5F witnesses, thi~p~..~ day of /~~C15 j , 1988 .
~~
G 1~--
PL1b11C
M~ commission expires:
JF,1N M. FREDERICK, Notary Publi
My Commission Expires INarch 13, 989
~ Ste) Camp Hill Cumberland County, Pit.
- 5 -
RENUNCIATION
21-2001-606
In Re Estate of
To the Register of Wills of
MARIAN L. GRAYBILL
CUMBERLAND
deceased.
County, Pennsylvania.
The undersigned Co-Executrix of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully asks} that Letters
Testamentary
be issued to Pamela A. Graybill Burkholder and Valerie J. Davis
WITNESS my hand this day of June ~ 2001
Sworn to and Subscribed
before me this o~. ~.
day of June, 2001.
Notary is
NOTARIAL SEAL
DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21, 2001
(Signal re)
Jo M. Lucas
1070 Henry's Hill
Greensboro, GA 30642
(Address)
(Signature)
(Address)
(Signature)
(Address)
CERTIFICATION OF NOTICE UNDER RULE 5 6(al
Name of Decedent: Marian L. Graybill
Date of Death: June 15, 2001
Will No.: 2001-00606 Admin. No.:
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
June 27, 2001.
Name Address
Pamela A. Graybill n/k/a
Pamela A. Graybill Burkholder 90 Wagner Street
Carlisle, PA 17013
Valerie J. Davis 110 Wagner Street, Carlisle, PA 17013
Joan M. Lucas 1070 Henry's Hill, Greensboro, GA 30642
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Date: ~ O ~ ~~ `,~~
~//
igna re
Name Ralph H. Wright, Jr., Esq.
Johnson, Duffle, Stewart & Weidner
Address 301 Market Street
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
Capacity: Personal Representative
X Counsel for personal representative
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TO Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
BJECT:
Estate of Marian L. Graybill
No. 21-01-00606
DOD: June 15, 2001
FROM
JOHNSON, DUFFIE, STEWART & WEIDNER
_ Attorneys at Law
~~ P.O. Box 109
Lemoyne, PA 17043
(717) 761-4540
DATE: August 27, 2001
Enclosed is a check in the amount of $20,000.00 as a payment on account of Inheritance
Tax for the above-captioned Estate, being made within the 90 days to allow for the 5% discount.
H
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX~11-96)
NO. CD 000207
JOHNSON DUFFIE STEWART & WEIDI~IER
301 MARKET STREET
P O BOX 109
LEMOYNE, PA 17043
fold
ESTATE INFORMATION: SSN: 424-5s-~ 743
FILE NUMBER: 21-2001- 0606
DECEDENT NAME: GRAYBILL MARIAN L
DATE OF PAYMENT: 08/28/2001
POSTMARK DATE: 08/27/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 06/15/2001
AMOUNT
ACN
ASSESSMENT
CONTROL
NUMBER
101 ~ $ 20, 000.00
TOTAL AMOUNT PAID:
REMARKS: PAMELA A GRAYBILL &
VALERIE J DAVIS C/O
CHECK#1005
SEAL
INITIALS: SK
RECEIVED BY: MARY C- LEWIS
REGISTER OF WILLS
S 20, 000.00
REGISTER OF WILLS
f 3
IN RE:
ESTATE OF MARIAN L. GRAYBILL
Late of North Middleton Township
Cumberland County, Pennsylvania,
Deceased
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-07-00606
Pamela A. Graybill n/Wa Pamela A.
Graybill Burkholder,
Petitioner
PETITION FOR LEAVE TO SELL REAL PROPERTY TO THE CO-EXECUTRIX
UNDER SECTION 3356 OF THE PROBATE, ESTATES AND FIDUCIARIES CODF
The Petition of Pamela A. Graybill n/k/a Pamela A. Graybill Burkholder, Co-Executrix of
the Estate of Marian L. Graybill pursuant to 20 P.S.C.A. §3356 respectfully represents that:
1. The Decedent, Marian L. Graybill died on June 15, 2001, leaving a Last Will and
Testament dated August 22, 1988, which Will was admitted to probate by the Register of Wills
of Cumberland County, Pennsylvania on June 27, 2001.
2. Letters Testamentary were issued to Pamela A. Graybill n/k/a Pamela A. Graybill
Burholder and Valerie J. Davis by the Register of Wills of Cumberland County on June 27,
2001. The names and parties interested in the Decedent's Estate are: Joan M. Lucas; Valerie
J. Davis and Pamela A. Graybill Burkholder, daughters of the Decedent.
3. At the time of death, Decedent held fee simple title to real estate situate in the
Township of North Middleton, Cumberland County, Pennsylvania municipally known as No. 90
Wagner Street, Carlisle, North Middleton Township, Cumberland County, Pennsylvania,
improved thereon with a one story dwelling, described in accordance with Exhibit "A" attached
hereto.
4. Petitioner obtained an appraisal of the value of the real estate by Steven W. Barrett,
Certified General Appraiser, which values the property at $120,000.00, a copy of which
appraisal is attached hereto as Exhibit "B".
~ ~
5. Pamela A. Graybill Burkholder, Petitioner desires to purchase the real estate for the
sum of One Hundred Twenty Thousand ($120,000.00) Dollars. The other terms and
conditions of the proposed sale are that the real estate transfer taxes will be divided equally
between the Estate and your purchaser.
6. The other parties in interest other than your Petitioner, Joan M. Lucas and Valerie J.
Davis have executed the Consent and Joinder, which is attached as Exhibit "C".
WHEREFORE, your Petitioner prays your Honorable Court under Section 3356 of the
Probate, Estates and Fiduciaries Code to authorize your Petitioner as Co-Executrix of the
above-captioned Estate to convey the premises described in Exhibit "A" to Pamela A. Graybill
Burkholder upon payment to the Estate of the sum of One Hundred Twenty Thousand
($120,000.00) Dollars.
Respectfully submitted,
JOHNSON, DUFFIE, STEWART & WEIDNER
By: ~
Ra ph H. Wright, Jr.
I. D. No. 56113
301 Market Street
P. O. Box 109
Lemoyne, PA 17043-0109
(717) 761-4540
Attorneys for Petitioner
r ~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
. SS
Pamela A. Graybill n/k/a Pamela A. Graybill Burkholder, who being duly sworn according
to law, deposes and says that the facts contained in the foregoing instrument are true and
correct to the best of her knowledge, information and belief.
Sworn to and S~scribed before
me this day of August,
2001.
Not ' ub
NOTARIAL SEAL
DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21, 2001
Pamela A. Graybill /k/a Pamela
A. Graybill Burkholder
ALL-STATE'LEG0.L 8'J0~221~0510 EUt1 RECYCLED
EXHIBIT "A"
ALL THAT CERTAIN tract or parcel of land situate in North Middleton Township, Cumberland
County, Pennsylvania, more particularly bounded and described as follows:
BEGINNING at a point on the southern legal right-of--way line of Wagner Street, at the northwest
corner of land n/f Brett L.Yost; thence along the western line of said Yost land South 11 degrees
36 minutes 57 seconds West, a distance of 150.04 feet to a point on the northern line of land of
n/f James W. Brown, et ux; thence along the Northern line of said Brown land and continuing
along other land of James W. Brown, et ux, North 88 degrees 45 minutes 00 seconds West, a
distance of 59.00 feet to a point at the southeast corner of Lot 2 on the hereinafter described
Preliminary/Final Plat of Re-Subdivision; thence along the Eastern line of Lot 2, North 01
degrees 15 minutes 00 seconds East, a distance of 150.00 feet to a point on the southern legal
right-of-way line of Wagner Street; thence along the southern legal right-of-way line of Wagner
Street, South 88 degrees 45 minutes 00 seconds East, a distance of 69.48 feet to a point at the
northwest corner of land n/f Brett L. Yost, the point and place of BEGINNING.
CONTAINING 9,636 square feet, more or less.
UNDER AND SUBJECT TO the twenty-five foot dedicated right-of-way of Wagner Street
extending across the northern portion of the premises, having an area of 717 square feet, more
or less, as shown on the hereinafter described Preliminary/Final Plat of Re-Subdivision, to be
dedicated to North Middleton Township for future road improvement.
BEING Lot No. 1, Preliminary/Final Plat of Re-Subdivision Lots 69, 70, and 71, Schlusser
Village, dated July 2, 1996, last revised July 18, 1996, recorded in the Office of the Recorder of
Deeds of Cumberland County in Plan Book 73, Page 2.
~ ~ { S. W. BARRETT REAL ESTATE
' 8 APPRAISAL SERVICES
l
~n nor
Fla No. U7-0565
APPRAISAL OF
fi
ti
LOCATED AT:
90 Wagner Street
Carlisle, PA 17013
FOR:
Johnson,Duffie,Stewart 8 Weidner
3 8 Market Sts.
Lemoyne, PA 17043
BORROWER:
Marian GRAYBILL, Estate
AS OF
June 15, 2001
BY:
Steven W. Barrett, SRPA, SRA
Certified General Appraiser
12M126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6648 AND FAX 717-2438627
~~u- u
r j
S. W. BARRETT REAL ESTATE
8 APPRAISAL SERVICES
File No. 01-0565
File Number: 01-0565
In accordance with your request, I have personally inspected and appraised the real property at:
90 Wagner Street
Carlisle, PA 17013
The purpose of this appraisal is to estimate the market value of the subject property, as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion, the estimated market value of the property as of June 15, 2001 is:
5120,000
One Hundred Twenty Thousand Dollars
The attached report contains the description, analysis and supportive data for the conclusions,
final estimate of value, descriptive photographs, limiting conditions and appropriate certifications.
Respectfully submitted,
Steven W. Barrett, SRPA, SRA
Certified General Appraiser
SUMMARY APPRAISAL REPORT
ProoertvDeseriotion 'r UNI~ORM RESIDENTIAL APPRAISAL REPORT FileNe_ 01-0565
Pro Address 90 Wa nor Street Ci Carlisle State PA L Code 17013
Le al Desai lion Deed Book 146, Page 62 Coun Cumberland
Assessors Parcel No. 29-1 T-1585-069 Tax Year 00101 R.E. Taxes $ 1,711.00 S octal Assessments $ N/A
Borrower Marlon GRAYBILL Estate Current Owner Same Occu ant: Owner Tenant X Vacant
„ Pro r' hts a ised X Fee Si le Leasehold Pro'ect T e PUD Condominium HUDNA on HOA$ NIA IMo.
Nei hborhood a P 'ect Name Schlusser Villa a Ma Reference 1T-1585 Census Tract 0119.00
Sale Price $ WA Date of Sale NIA Desai don and $ anaunt of ban tit eslmncessions to be id sellerNone
LenderlGient Johnson,Duffie,Stewart & Weidner Address 3 & Market Sts., Lemo ne, PA 17043
'ser Steven W. Barrett, SRPA, SRA Address 126 North Hanover Street, Carlisle, PA 17013
Lopdon lhban X Suburban Rural
Buidu Over 75% X 25-75%
p ^ Under 25%
Growth rate X Rapid Stable Slow Predominant
occupancy
^X Owner Single family housing
PRICE AGE
s (oool b„i
75 Low New Present land use °~G
One family 70%
2d family 1 % Land use change
^ Not likely ^ Likely
^X In process
Property values X Increasing Stable Dedining ^ Tenant 250 Hi h 100 Mulct-family 2°k To: Residential/
Demand/supply Shortage X Inbalence Ooersuppy X Vardnt(D6%) Predominant `! Commerdal 5% Commercial
Marked dme Under 3 nos. X38 mos. Over 6 nws, v°~t °+. sx 100 25 Vacant 22%
Note: Rocs and the racial composition of the neighborhood are not appraisal factors.
Neighborhood boundaries and characteristics: Lon 's Ga Road on west; No. Middleton Road on north; Cranes Ga /Sprin Roads on
east, March Drive on south.
Factors that affect the marketability of the properties in the neighborhoodproximity to employment and amenities, employment stability, appeal to market, etc.):
There are no adverse factors to affect marketabili of subject. Diverse stable em to meet and all supportin amenities are
~~ within eas drivin distance. SMSA 3240
Market wnditions in the subject neighborhood (including support for the above wndusions related to tHeend of property values, demand/supply, and marketing dme
--such as data on competitive properties for salein the neighborhood, description of the prevalence of sales and financing concessions, etc.):
Pro a sales records and MLS statistics show a stead moderate increase in roe values over past ear. Avere e
marketin time of 80-100 da sin area shows a ood balance of sup I and demand. Few sales and flnancin concessions
are needed in nei hborhood.
Project Information for PUDs(If applicable) -- Is the developerlbuilder (n control of thdiome Owners' Association (HOA)7 YES NO
Approximate total number of units in the subject project NIA Approximate total number of units for sale in the subject project N/A
Describe common elements and recreational facilitiesirl/A
Dimensions 65 x 150 Irre ular Topography Basicail Level
Site area 9750 Sq.Ft. Comer Lot Yes X No Size T ical for area
Speddc zoning classification and desafptionSuburban Residential
Zoningmmpliance ^X Legal ^ Legalnoncontomirrg(Crandhathereduse) Illegal No zoning Shape Irre ular
Drainage A earsade uate
Hi hest & best use as I roved: X Present use Other use a lain Yew Residential
Utilities Public Other Off-site Improvements Type Public Private landscaping Avera e
Electridty ^X 200 am Street Asphalt X ^ Driveway Surface Concrete
Gas X Curblgutter Concrete X ^ Apparent easements None A arent
Water X Sidewalk Concrete X FEMA Spedal Fiood Hazard Area Yes X No
Sanitary sewer X Streetlights None FEMAZone C Map Date 4/15/77
Stone sewer Aile None FEMA Ma No. 420367A
Comments (apparent adverse easements, encroachments, special assessmentssiida areas, illegal a legal n onconforming zoning, use, etc.): There are no
a arent adverse easements, encroachments or other adverse conditions.
GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEA~NT INSULATION
No. of Units 1 Foundation Conc. Block Slab None Area Sq.Ft. 1684 Roof
No. of Stories 2 Exterior Wails V(n 1 CrexlSpace None %Finishad 0% Ceiling X
Type(Det.lAtt.) Detached Roof Surface Shin le Basement Full Ceiling O enJoist Walls X
Design (Style) 1 Sto Gutters & Dwnspts. Aluminum Sump Pump Yes Walls Conc. Bloc Floor O
ExlstinglRoposed Existln Window Type DoubleHun Dampness None Obs. Flea Concrete None O
Age (Yrs.) 5 Years StorMSaeens Thermal Settlement None Obs. Outside Entry No urloarm ^
Effective a rs. 2-5 Manufactured House No Infestation None Obs.
ROOMS Fo er Livi Dinin Kitchen Den Famll Rm. Rec. Rm. Bedrooms # Baths Laun Other Area S .Ft.
Basement
Lovell 1 1 1 1 3 2 1,884
• Level2
°
Flnished area above ode contains: 6 Rooms• 3 Bedroo s ; 2 Bath s • 1,684 S uare Feet of Gross Livin Area
INTERIOR MaterialslCandition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE:
Floes Car efr'Vin I Type Ht.Pum Refrigerate ^ None Flreplace(s)# None ^
Walls D all Fuel Electric RangelOven X Stairs Patio X Garage # of cars
Trim~nish Wood CondidonGood Disposal ^X Drop Sta4 Deck Attached 2
Bath Floor Vin 1 COOLING Dishwasher Settle X Porch ^ Detached
Bath Wainscot D all Central Yes ~
FanlHood X Floor Fence Built-In
Doors Hollow Core Other N/A Morowave Heated Pool Carport
Good condition ConditbnGood Washer er Flnished Drivewa 3/Cone
Additional features (spedal energy effident items, etc.): Patio
Condition of the improvements, depredatfor{physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: Im rove
meets are in ood condition with no hysical or functional made uacies a parent.
Adverse environmental conditions (such as, bufiot limited to, hazardous wastes, toxic substances, etc.) present In the improvementgon the site, or in the
immediate vicinity of the subject property: No adverse environmental conditions area arent/disclosed.
rram° we ram ro o-v PAGE 1 DF• Z F°M° AW Form t006 BA7
TNe loan w, pfodll[M an tlm ACI Ow°epi~l P~piuFamu eyY°n (9W)9/87D
+ ~ ~ I SUMMARY APPRAISAL REPORT
~,~,,,~:~„ s.,.r,m„ UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 01-0565
ESTIMATED SITE VALUE , , , , , , , , , , , , , , , , , , , , , , , , , , _ $ 22,000
ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS:
Dwelling 1,684 Sq. Ft. ~ $ 50.00 = $ 84,200
Bsmt. 1684 Sq. Ft. ~ $ 10.70 = 18,019 Comments on Cost Approach (such as, sourceof cost estimate,
site value, square foot calculationand for HUD, VA and FmHA, the
estimated remaining economic life of the property):
Cost new from Marshall Swift Valuation Service
Patio 1,000 Handbook and local cost anal sis. Land value from
) GarrgelCarpart 460 Sq. Ft. ~ $ 15.00 = 6,900 Market Data Com orison. Depreciation based on a e life
- Total Estimated Cost New , , , , , , , , , , , , , , , , _ $ 110,119 observed condition and Market Data Anal sis.
Less Physical Functonal External Est. Remaining Econ. Lite: 48 Estimated Remainin Economic Life is 50-55 Years.
e Depredatlon 55,000 = $ 5,000
Depredated Value of Improvements, , ,,, , , , , , , , , , , , ,, , = S 105,119
"As-is" Value of Site Improvements, , , , , , , , , , , , , , , , , , , = S 2,000
INDICATED VALUE BY COST APPROAC H • ~ • ~ ~ ~ • ~ _ $ 129,1 DD
ITEM SUBJECT COMPARABLE N0. 1 COMPARABLE N0.2 COMPARABLE N0.3
90 Wagner Street
Address Carlisle 21 Ridgeway Drive,
Carlisle, PA 8 Tunbridge Lane
Carlisle, PA 249 G Street,
Carlisle, PA
Proxi to Sub'ed 3.75 Miles 3.75 Miles 1.5 Miles
Sales Price $ NIA : $ 114,900 $ 117,500 $ 107,900
Prioe/Gross Liv. Area
Dataandlor
Veriicatlon Sources $ 0.00 to
Inspection
Courthouse Rec $ 82.66 m ;'
MLSlCourthouse Records $ 96.95 ¢)
MLS/Courthouse Records $ T7.07 O
MLSICourthouse Records
VALUEAQIl1STNENfS DESCRIPTION DESCRIPTION . • s moan DESCRIPTION +(-)SAejmm.a DESCRIPTION +(•)3 mra
Sales orFinandng
Concessions None, Conv
DOM 43 None, Conv
DOM 73 None, Conv
DOM 105
Date of SalelTime N/A :: 11/15/2000 3/28!2001 10/27/2000
Loptbn Avera a Average Avera a Avera e
Leasahold~Fee Fee Sim le Fee Simple Fee Sim le Fee Simple
Site LoUAvera a LoUAverage Lot/Avera a LoUAvera e
Vew Residential Residential Residential Residential
Desi n and eel 1 Sto /Av 1 Sto /Av 1 5to !Av 1 Sto /Av
alCarsbtrrbm Av /BrickNin Av Nin I Avg/BrickNin Av /BrickNin
A e 5 Years 7 Years 8 Years New
Condition Good Good Good Good ' -2,000
Above Grade Tar ' eama ' e.ua Tar ' edema ' 9.ea tar ; earn. ' e.m. Tam/ ' Bdrme ' arh.
Room Count 6~ 3. 2.00 5. 2; 2.00' S~ 3. 2.00' S. 2. 3.00' -2,000
• Gross Levin Area 1,684 S .Ft.
+2,900
1,390 S .Ft.
1,212 S .Ft. ~ +4,700
1,400 S .Ft. ~ +2,800
BasementBFMdshed
RoomsBebwGrade Full Bsmt/
Unfinished None +4,000
Unflinished None +4,000
Unfinished Crawl Space +3,000
Unfinished
Functional Utlli Avera a Avera a Avera a Avera e
Heatln lCoolin HtPm /CA FHAiCA FHA/CA FHA/CA
e En Elfidentltems T ical T ical T pica) T ical
Gars a rt 2 Att. Gera e 1 Car Garage +1,000 1 Car Garage +1,000 None +2,000
Parch, Patio, Deck,
Fire la s ,etc. Patio Patio/Porch -1,000 Patio Porch
Fence, Pool etc. None Fence -1,000 Fence -1,000 Nons
Net Ad'. total X + ' $ 5,900
- X + ' g 8,700 X + ' $ 3,800
Gross: 9:1 °/, Gross: 10:9%
Adjusted Sales Price Gross: 8.696
of Cam arable - Net: .5.19E ': $ 120,800 Net: 7.4% $ 126,200 Neti' 3.5% $ 111,700
Comments on Sales Comparison (Including the subject property's compatibility to the neighborhood, etc. ): Sub act Is com atibie with nee hborhood
ro erties. Sales Com orison Anal sis shows a range of 5111,700 to 5126,200. •A a and condition adjustments combined
under condition for Com arable sale No.3.
ITEM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPARABLE N0.3
Date, Price and Data 09!17!96
Sourcetorpriorsales S1.00 None None None
wilhfn eaof also/ Courthouse Rec Courthouse Records Courthouse Records Courthouse Records
Analysis of any current agreement of sale, option, ar listing of the subject properly and analysis of any prior sales ofsubjed and oomparableswithm one yea ofthe date ofappra'sal:
No riot sales within one ear were found.
INDICATED VALUE BY SALES COMPARISON APPROACH,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,E 120,000
INDICATED VALUE BY INCOME APPROAC tl tlcable Estimated Market Rent $ N/A Mb. x Gross Rent MuPo liar NIA = $ N!A
This appraisal is made X "as is" suhjed to the repels, alterations, inspections a oonditons fisted bebw subject to wmplefion pa phdns and speafiptans.
CondtionsotApprelsal: The rope has been a raised in current condition. This a raise/ is for client onl ,nontransferable. See
attached addendum. Ins action date was 06/28!2001; As Of Date 06/1512001
Final Recondliation:Cost and Market Anal sis consistent/ su port m estimated market value. GRM anal sis was found
ina ro riate for this anal sis. Greatest wee ht is a Ifed to the Market Data Anal sis. Su orting file Information
e substantiates these estimates.
The purpose of this appraisal is to estimate the market value of the real properly that is the subject of this report, based on the above conditlons and the oertlfirafion, contingent
and limiting conditions, and market value definitlorlhatae stated in the attached Freddie Mac Fonn 439lFamie Mae Fonn 10048 (Revised 6193 ).
1(WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJEC~F THIS REPORT, AS OF 0 611 5/2 0 0 1
• (WHICH IS THE DA F INSPECT E EFFECTIVE DATE OF THIS REPORT) TO BE; 120,000
, APPRAISE~~ / .i_ SUPERVISORYAPPRAISER(ONLYIFREQUIRED):
Signature 7 ! Signature ^Did ^Did Nat
Name Steven W. Barrett, SRPA, SRA Name Inspect Property
Date Report Signed 06129!2001 Date Re ort Si ned
State Certification # GA-000298-L State PA State Certification # State
Or State License # RB-026921-A State PA Or State License # State
Boddie Mar ram 70 683 ~.ar urrau aeon rvr ar r"~MN~awer f'ACit1Uh2 ramr waram iwa o-ra
rwtem... aadueea mu. rte o.,,eoaea eaa~a"+a+e"Ieoo)aaerxr
STEVEN W. BARRETT REAL ESTATE
FLa~RPLAN
suEUECT PROPERTY PHOTO ADDENDUM
Borrower Marian GRAYBILL, Es* t. ~~ File No.: 01-0565
Property Address•90 Wagner Street Case No.:
City Carlisle State: PA ZID: 17013
Lender: Johnson,Duffi Stewart 8 Weidner
FRONT VIEW OF
SUBJECT PROPERTY
Appraised Date: June 15, 2001
Appraised Value: $
REAR VIEW OF
SUBJECT PROPERTY
STREET SCENE
SUBJECT PROPERTY PHOTO ADDENDUM
Borrower: Marian GRAYBILL, Est File No.: 01-0565
Property Address: 90 Wagner, treat' ' Case No.:
City: Carlisle State: PA Zip: 17013
Lender: Johnson Duffle Stewart 8 Weidner
FRONT VIEW OF
SUBJECT PROPERTY
Appraised Date: June 15, 2001
Appraised Value: $
REAR VIEW OF
SUBJECT PROPERTY
STREET SCENE
COMPARABLE PROPERTY PWATn enneun~ ru
Borrower: Marian GRAYBILL Est File No.: 01-0565
Property Address:90 Wagner gtreet' ' Case No
Cad :yCarlisle State• PA Zip• 17013
Lender. Johnson D Stewart 8 yyerdner
a
s
COMPARABLE SALE #1
21 Ridgeway Drive,
Carlisle, PA
Sale Date: 11/15/2000
Sale Price: $ 114,900
COMPARABLE SALE #2
8 Tunbridge Lane
Carlisle, PA
Sale Date: 3128/2001
Sale Price: $ 117,500
COMPARABLE SALE #3
249 G Street,
Carlisle, PA
Sale Date: 10/27!2000
Sale Price: $ 107,900
~ ~'- y
...
tr .
§;:,
COMPARABLE PROPERTY PNOTn OnnFNnl1M
Borrower: Marian GRAYBILL, Est File Na.: 01-0565
Property Address:90 Wagner greet' ~ ~ Case No
City: Carlisle State' PA Zip' 17013
L ne der: Johnson Duffle Stewart & Weidner
A
8
COMPARABLE SALE #1
21 Ridgeway Drive,
Carlisle, PA
Sale Date: 11h5/2000
Sale Price: $ 114,900
~~.
4 -....~. _._~. _. -~
COMPARABLE SALE #2
8 Tunbridge Lane
Carlisle, PA
Sale Date: 3128!2001
Sale Price: $ 117,500
COMPARABLE SALE #3
249 G Street,
Carlisle, PA
Sale Date: 10/27/2000
Sale Price: $ 107,900
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********* QUALIFICATIONS *********
The following checked items are SPECIFIC SPECIAL CONDITIONS that were Identified by this appraiser during the
inspection of the subject property, the comparables sales, and their neighborhoods and locations. Unless otherwise
noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET
VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home
Inspection service. This is an appraisal to estimate market value.
_1. The subject is located in a rural area and is less than 25% built-up.
_x _2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar
neighborhoods.
_x_3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for
the area.
_x_4. The predominant value in the neighborhood is less than that of the market value of the subject property. This
is due to the very wide range of value of properties in the area and superior quality of the subject property.
_5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and
suggested.
_6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement
floor. This condition is considered typical in dwellings of this style.
_7. The subject property is serviced by private well and/or septic systems which is common for the area.
_8. The subject is older than five(5) years. All mechanical systems Including the heating, electrical and plumbing
systems appear upon a visual exterior inspection to be In working order. No warranties are implied in this statement.
_9. Repair items were noted in the comments section of the report. These comments on repair items are for
descriptive purposes only and are not required repairs. The items listed are cosmetic In nature.
_10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a
health or safety hazard.
_11. The subject property does contain functional obsolescence as noted in the report. This condition fs
considered typical and common for the area and this style dwelling.
_12. The land value exceeds 30% of total value due to the high demand for vacant land In this neighborhood. This
condition is considered common and typical for the neighborhood.
_13. The land value exceeds 30°/. of total value. This is due to the large size of the site. This condition is
considered to be typical and common.
_14. Individual adjustments were required that exceed 15°/.. These adjustments were required due to lack of more
similar comparables on that Individual rating. All comparables used are the best available.
_7 5. Total adjustments exceed 25%. This is due to the lack of comparable sales that were more similar in the
subject's market area. All comparables used are the best available.
x_18. One or more comparable sates are older than six(6) months. Although there are comparable properties In the
subject's area, none have sold recently; therefore, sales in excess of six(8) months have to be used. All comparables
used are the best available.
x_17. One or more comparables used were in excess of one (1) mile from the subject property. Although there are
comparabie properties in the Immediate area, none have sold recently. Therefore, it was necessary to use comparable
sales outside of the immediate area. All comparables used are located in similar neighborhoods and within the same
marketing area. All comparables used are the best available.
_18. The electrical system was not connected during Inspection.
_79. The water service was not connected during inspection.
_20. The heating system was shut down during inspection.
_21. Roofing_Plumbing_Electrical_Heating_certification(s) is/are suggested.
_22. Inground swimming pool-, out buildings are included ,not included according to lender's
guidelines.
_23. According to lender's guidelines a maximum of acres were considered for this valuation. Remaining
acreage was given no value.
„ ,
vi-uaoo
********* QUALIFICATIONS *********
_24. The subject property is located on a private road.
_25. Wood infestation inspection is suggested.
_x_26. Last recorded deed transfer: Date 09/17/96 ,Consideration: S_1.00
_27. Proposed construction/renovation in accordance to plans and speciflcatfons to be completed in a workman-like
manner.
_28. Seller is paying part or all of closing costs.
x 29. All comparable sales are verified closed sales.
_x_30. There are no special conditions or other requirements that would affect market value or future marketability in
the Appraisal Report.
f ~ ~ 1,
File No. 01-0565
DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market
under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not
affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from
seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised,
and each acting in what he considers his awn best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment
is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal
consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated with the
sale.
'Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for
those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the
seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property
by comparisons to financing terms offered by a third party 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 approximate the market's reaction to the financing or concessions based on the Appraiser's judgment.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the
following conditions:
1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The
appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised
on the basis of it being under responsible ownership.
2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is
included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its s¢e.
3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data
sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the
appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination.
4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific
amangements to do so have been made beforehand.
5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their
contributory value. These separate valuations of the land and improvements must not be used In conjunction with any other appraisal and
are invalid 'rf they are soused.
6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous
wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal
research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden
or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic
substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no
guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such
conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the
appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment
of the properly.
7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she
considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such
items that were furnished by other parties.
8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional
Appraisal Practice.
9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion,
repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner.
10. The appraiser must provide his or her prior written consent before the lenderlclient specified in the appraisal report can distribute the
appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to
any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the
mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally
approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia;
except that the lenderlclient may distribute the property description section of the report only to data collection or reporting service(s)
without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before
the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media.
Freddie Mac Form 439 6-93 Page 1 of 2 Fannie Mae Form 10046 6-93
~ ~ i
. File No. 01-0565
APPRAISERS CERTIFICATION: The Appraiser certifies and agrees that:
t. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate
to the subject property far consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the
market reaction to those items of significant variation. If a significant item in a comparable property is superior to , or more favorable than,
the subject property, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a
comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted
sales price of the comparable.
2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the
appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my
knowledge, that all statements and information in the appraisal report are true and correct.
3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject
only to the wntingent and limfting conditions specfied in this form.
4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal
interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis andlor the
estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the
prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the
subject property.
5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my
compensation far performing this appraisal is cenfingent on the appraised value of the property.
6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party,
the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my
compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a
specific valuation, or the need to approve a specfic mortgage loan.
7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and
promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal,
with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable
time For exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the
marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the recendliation section.
8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables
in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the
subject site, or on any site within the immediate vicinity of the subject property of which 1 am aware and have made adjustments for these
adverse conditions in my analysis of the property value to the extent that i had market evidence tc support them. I have also commented
about the effect of the adverse conditions on the marketability of the subject property.
9. I personally prepared ail conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on
significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal
report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this appraisal
report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any item in
the report; therefore, 'd an unauthorized change is made to the appraisal report, I will take no responsibility for it.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies
and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the
statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking
full responsibility far the appraisal and the appraisal report.
ADDRESS OF PROPERTY APPRAISED: 90 Wagner Street, Carlisle, PA 17013
APPRAISER: SUPERVISORY APPRAISER (only if required)
~~
Signature: ~-
Signature:
Name:
Name: Steven W. Barrett, SRPA, SRA
Date Signed: 06129/2001
State Certification #: GA-000298-L
or State License: RB-026921-A
Date Signed: _
State Certification #:
or State License #:
State: PA State:
Expiration Date of Certification or License: June 30, 2003 Expiration Date of Cert~cation or License:
^ Did ^ Did Not Inspect Property
Certified General Appraiser
Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 10048 693
•. t
CONSENT AND JOINDER
The undersigned, being the parties in interest other than the Petitioner, of the
Estate of Marian L. Graybill, do hereby consent to the sale of 90 Wagner Street, North
Middleton Township, Cumberland County, Pennsylvania, as more fully described in
the attached Petition for Leave to Sell Real Property, for the sum of $120,000.00, and
the undersigned do hereby further join in the Petition of Pamela A. Graybill n/k/a
Pamela A. Graybill Burkholder for the approval of said sale.
W ESS:
oan M. Lucas
Valerie J. Da
J
IN RE:
ESTATE OF MARIAN L. GRAYBILL,
DECEASED, LATE OF NORTH
MIDDLETON TOWNSHIP, CUMBERLAND
COUNTY, PENNSYLVANIA.
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
N0. 21-01-00606
Pamela A. Graybill n/k/a
Pamela A. Graybill Burkholder,
Petitioner
FINAL D
C~
A r~
ND NOW, this l day of 2001, upon consideration of the Petition of
Pamela A. Graybill n/k/a Pamela A. Graybill Burkholder, it is hereby ORDERED AND
DECREED, that Pamela A. Graybill n/k/a Pamela A. Graybill Burkholder, Co-Executrix of the
Will of Marian L. Graybill,. is authorized to sell the real estate of the Decedent located at 90
Wagner Street, North Middleton Township, Cumberland County, Pennsylvania, to Pamela A.
Graybill Burkholder, for the sum of One Hundred Twenty Thousand ($120,000.00) Dollars, and
that Petitioner in her capacity as Co-Executrix of Decedent's Will, is authorized to make,
acknowledge and deliver the Deed conveying the real estate aforesaid upon receipt of the
purchase price recited in the Petition.
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PENNSYLVANIA (~ '"~
... DEPARTMENT OF REVENUE -_w_.._ ......._.: _.. ~-. _.._._.._ _-..._...._.__.
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 2 1- O 1 0 0 6 0 6
RESIDENT DECEDENT COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ GRAYBILL, MARIAN L. 424 - 58 - 1743
Z
W DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
W June 15, 2001 March 2, 1925 REGISTER OF WILLS
E?
W (IFAPPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
D
F X^ 1.Original Retum ~ 2. Supplemental Return ~ 3. Remainder Return (date or deem prior to 12-t 9-82)
a
w i ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date or deem attar 12-t2-az) ~ 5. Federal Estate Tax Retum Required
~ a m 0 6. Decedent Died Testate {Anal, copy or wu) ~ 7. Decedent Maintained a Living Trust (Attach copy orrrust) _ 8. Total Number of Safe Deposit Boxes
a
a ~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death between tz•3t-st and t-t•ss) ~ 11. Election to tax under Sec. 9113(A) (Atlach sch o1
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUL
NAME Ralph H. Wright, Jr.
FIRM NAME ptAppBcaWe)
TELEPHONE NUMBER
(717) 761-4540
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Properly (Schedule F)
Separate Billing Requested
7. Inter-Vvos Transfers S Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
COMPLETE MAILING ADDRESS
301 Market St.
& Weidn r P' O. Box 109
Lemoyne, PA 17043-0109
(1) 120 , 000.00 ~Ci
~~;+ ,
(3)
(4)
(5) 442,038.93 .7 ;
l6)
(7)
BB
OFFICIAL USE ONLY
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(6) 562,038.93
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 19 , 9 14.3 2
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 4 5 7.81
11. Total Deductions (total Lines 9 & 10) (11) 2 0 , 3 7 2.13
12. Net Value of Estate (Line 8 minus Line 11) (12)~i 4 ],_, h F H _ R (1
13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been (13) - O -
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
x .0 _ (15)
x.045 (16)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or Vansfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
16. Amount of Line 14 taxable at collateral rate
541,666.80
x .12 (17)
(1a) 541, 666.80
-0-
24,375.00
-0-
x .15 (18) -0-
19. Tax Due (19) 2 4. 3 7 5. 0 0
> > BE SURE TO ANSWER ALL GlUES'fIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
90 Wagner Street
CITY Carlisle STATE PA ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
(1) 24 , 375.00
B. Prior Payments 2 0, 0 0 0. 0 0
C. Discount 1, 0 5 2. 6 3
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
21,052.63
3,332.37
3,322.37
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :.......................................................................................... ^
b. retain the right to designate who shall use the property transferred or its income : ............................................ ^
c. retain a reversionary interest; or ........................:................................................................................................. ^
d. receive the promise for life of either payments, benefits or care? ...................................................................... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................................................................:....................................... ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 mplete.
Declaration of preparer other than the personal1representative is based on all information o~f~w~hi~ch preparer has any know) e. ! O ~
.S(~GNyATU~R~E OF~RS~~//~i~~~ FIL~/.~d'~~,®4~~1~C/ ~~~/' l / ~P Di~11L~ ~ /~"" D~
ADDRESS Pamela ~. Graybill Burkholder ~ i~lalerie J ~~avis , Co-ExeLutrices
90 Wagner St~~~Carlisle, PA 17013 110 Wagner Carlisle, PA 17013
SIGNATURE OF PR ~i^Y~.~ I~`. DATE
~/ /~~/a I
ADDRESS -Ralph H. Wright, Jr. , Esq.
301 Market St., P. O. Box 109, Lemoyne, PA 17043-0109
,~
For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
~ RE'J-150icY • Jh57J '
.~ SCHEDULE A
~
COMMONWEP,LTH OF PENNSYLVP.NIA REAL ESTATE
INHERITANCE TAX RETURN
ESTATE OF rt~t luumtsttt
GRAYBILL, MARIAN L. 21-01-00606
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which properly would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of
survivorshi must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Real Estate - Residence - No. 90 Wagner Street,
North Middleton Township, Cumberland County, PA.
(Deed Book 146, Page 62)
Appraised Value
(Copy of Appraisal attached).
(If more space is needed, insert
TOTAL (Also enter on line 1, Recapitulation) I $
tl sheets of the same size)
120,000.00
120,000.00
S. W. BARRETT REAL ESTATE
8 APPRAISAL SERVICES
.~ e
APPRAISAL OF
LOCATED AT:
90 Wagner Street
Carlisle, PA 17013
FOR:
Johnson,Duftie,Stewart $ Weidner
3 & Market Sts.
Lemoyne, PA 17043
BORROWER:
Marian GRAYBILL, Estate
AS OF:
June 15, 2001
BY:
Steven W. Barrett, SRPA, SRA
Certified General Appraiser
12d-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-8646 AND FAX
S. W. BARRETT REAL ESTATE
& APPRAISAL SERVICES
Flle No. 01-0565
06!29/2001
Ralph H. Wright, Jr., Esquire
Johnson,Duffie,Stewart 8 Weidner
3 8 Market Sts.
Lemoyne, PA 17043
File Number: 01-0565
In accordance with your request, I have personally inspected and appraised the real property at:
90 Wagner Street
Carlisle, PA 17013
The purpose of this appraisal is to estimate the market value of the subject property, as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion, the estimated market value of the property as of June 15, 2001 is:
E120,000
One Hundred Twenty Thousand Dollars
The attached report contains the description, analysis and supportive data for the conclusions,
final estimate of value, descriptive photographs, limiting conditions and appropriate certifications.
Respectfully submitted,
Steven W. Barrett, SRPA, SRA
Certified General Appraiser
STREET. CARLISLE_ PA 17013
SUMMARY APPRAISAL REPORT
D - e UNIFORM RESIDENTIAL APPRAISAL REPORT FIIeNo.01-0565
Pro art eacrr con
P e Address 90 Wa ner Street Ci Carlisle state PA Cade 17013
L al Desai tron Deed Book 146, Pa a 62 Coun Cumberland
Assessors Parcel No. 29-17-1585-069 Tax Year 00101 R.E. Taxes $ 1,711.00 S edal Assessments $ NiA
Borrower Marian GRAYBILL, Estate Current Owner Same Occu ant: Owner Tenant X Vacant
„ Pro hts a ised X fee Sim le Leasehold Pro'ed T e PUD Condominium HUDNA on HOA$ N/A 1Mo.
Ne' hborhood ar Pro ed Name Schlusser Villa a Ma Reference 17-1585 Census Trad 0119.00
Sale Price $ N/A Date of Sale NIA Descri tion and $ amount of loan dr es/concessions to be aid seterNone
LenderlClient Johnson,Duffie,Stewart 8< Weidner Address 3 & Market Sts., Lemoyne, PA 17043
raiser Steven W. Barrett, SRPA, SRA Address 126 North Hanover Street, Carlisle, PA 17013
Location Urban X Suburban Rural
Built up Over 75% X 2575% ^ Under25%
Growth rate Q Rapid Stable ^ Slow Predominant
occupancy
^X Owner Single lamily housing
PRICE UnE
75 Low New Present land use%
Onefarrtily 70%
p.q homily 1 % Land use change
^ Notlikay ^ Likely
^X In process
~
Dedining
Property values X Increasing Stable ( Tenant 250 Hi h 100 Multi-fanny 2% To: Residential/
}
~
Demand/supply Shortage X hbalano3 LJ Oversuppy X Vacent(Qb%) "Predominant Commerdal 5% Commerelal
Marketln time Under3mos. X 3-5 mos. Over6nas. vaaara«sx 100 25 Vacant 22%
Note: Race and the racial composition of the neighborhood are not appraisal factors.
Neighborhood boundaries and characteristics: Longs Gap Road on west; No. Middleton Road on north; Cranes Gap/S ring Roads on
east, March Drive on south.
° Factors that affect the marketability of the properties in the neighborhoortproximity to employment and amenities, employment stability, appeal to market, etc.):
There are no adverse factors to affect marketabili of subject. Diverse stable em to ment and all supportin amenities are
~~ within Bas driving distance. SMSA 3240
Market wnditions in Me subject neighborhood (including support for the above conclusions related to thteend of property values, demandlsupply, and marketing tlme
- -such as data on competitive properties for salein the neighborhood, description of the prevalence of sales end financing concessions, etc.):
Pro a sales records and MLS statistics show a stead moderate increase in ro art values over ast ear. Avera e
marketin time of 80-100 da s in area shows a good balance of su pl and demand. Few sales and financin concessions
are needed in neighborhood.
_ Project Information for PUDs(If applicable) -- Is the developerlbuilder in control of thdlome Owners' Association (HOA)T YES NO
Approximate total number of units in the subject project NIA Approximate total number of units for sale in the subject project N/A
Desalbe common elements and recreational facilitles3'I/A
Dimensbns 65 x 150 Irre ular Topography Basicall Level
Site area 9750 Sq.Ft. Comer Lot Yas X No Size T ical for area
Spedfic zoning classification and description Suburban Residential Shape Irre ular
Zoning compliance ^X Legal ^ Legal rwrxxx>Tarrttng (Grandhathered use) Illegal No zoning Drainage Appears ode uate
H' hest & best use as I roved: X Present use Other use a lain View Residential
Utilities Public Other OH•slte Improvements Type Public Private
Electridty X 200 amp Street Asphalt X ^
Gas ~ Curb/gutter Concrete [~X
Water X Sidewalk Concrete Q Landscaping Average
Driveway Surface Concrete
Apparent easements None Ap arent
FEMA Spedal Flood Hazard Area Yes X No
Sanitary sewer X Street lights None FEMA Zone C Map Date4H 5177
Storm sewer PJIe None FEMAMa No. 420367A
Comments (apparent adverse easements, encroachments, spedal assessmentsslide areas, illegal or legal n onconforming zoning, use, etc.): There are no
a arent adverse easements, encroachments or other adverse conditions.
GENERAL DESCRIPTION
No. of Units 1
No. ofStaries 2 EXTERIOR DESCRIPTION
Foundation Conc. Block
Exterior Walls Vin I FOUNDATION
Slab None
OavASpace None BASEMENT
Area Sq.Ft. 1684
%Fnished 0% INSULATION
Roof ^
Ceiling X
Type(Det.lAtt.) Detached
Design (Style) 1 Sto
E:dstinglProposed Existing Roof Surface Shingle
Gutters 8 Dwnspts. Aluminum
WlndowType DoubleHun Basement Full
Sump pumpYes
Dampness None Obs. Ceiling Open Joist
Walls Conc. Bloc
Floor Concrete Walls X
Floor ^X
None ^
Age (Yrs.) 5 Years StonNSaeens Thermal Settlement None Obs. Outside Entry No ual°•wn ^
EBerbve A e rs. 2-5 Manufactured House No Infestatlon None Obs.
• ROOMS Fo er Llvin Dinin Kitchen Den Fami Rm. Rec. Rm. Bedrooms # Baths Laun Other Area S .Ft.
Basement
Levell 1 1 1 1 3 2 1,684
• Levell
• Finished area above rode contains: 6 Rooms 3 Bedroo s ~ 2 Bath s ~ 1,684 S u are Feet of Gross Livin Area
INTERIOR MaiedalslCondition
Floors CarpetNln 1
Walls D all HEATING
Type HtPump
Fuel Electric KITCHEN EQUIP.
Retrigerator ^
gelOven O
Ra
n ATTIC
None ^
Sta
^ AMENITIES
Fkeplace(s)# ^
Pata X CAR STORAGE:
None ^
Garage #ofprs
TdmlFlnish Wood ConditionGood s
po
Di sal X P
Dro Star ^ Deck Attached 2
Bath Floor VIn I
Bath Wainscot D all
Doors Hollow Core COOLING
Central Yes
Other NlA Dishwasher Q
FanMood O
Microwave o Bettie ^X
Floor o
Heated ^ Poch
Fence
Pool ^ Detached
Built-In
Carport
Good condition ConditlonGood Washer/ er Finished Drivewa 3/Coot
Additional featuras(spedal energy efficient Items, etc.): Patio
Condition of the improvements, dapraciatior(physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: Im rove
ments are in ood condition with no h sical or functional inade uacies a arent.
•
Adverse environmental conditions (such as, bufiot limited to, hazardous wastes, toxic substances, etc.) present In the improvement~on the site, or In the
immediate vicinity of the subject property:No adverse environmental conditions area arenUdtsclosed.
Fraae. Mac F•m ro sea PAGE 1 OF 2 Farvda Naa Farm 1004 e-sa
iax r•a, ... Pmaawa an w as oar°aaa•+ nRiar°•. M.• reooraararn
SUMMARY APPRAISAL REPORT
I IIVIFnRM RFRIf]F_NTIAt_ APPRAISAL REPORT FnaN., o1-0sss
aramauuu a
ESTIMATED SITEVALU~ . . . . . ..................... _ § 22,000
ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS:
Dwelling 1,684 Sq. Ft. ~ § 50.00 = $ 84,200
Bsmt. 1684 Sq. Ft. ~ § 10.70 = 16,019
Comments on Cost Approach (such as, sourceof cost estimate,
site value, square foot calculatlonand for HUD, VA and FmHA, the
estimated remaining economic life of the property):
Cost new from Marshall Swift Valuation Service
Patio = 1,000 Handbook and local cost anal sis. Land value from
GaragetCarport 460 Sq. FL ~ § 15.00 = 6,900 Market Data Com arison. De reciation based on a e life
_ § 110,119
Total Estimated Cost New observed condition and Market Data Anal sis.
Less Physical . ......
Functional . . . ......
External Est. Remaining Econ. Life: 48 Estimated Remaining Economic Life is 50-55 Years.
000
Depredation §5 = § 5,000
,
_ § 105,119
.
Depredated Value of Improvements
. . . . . ... . .......
..
. _ § 2,000
'As-is" Value of Site Improvements
. . .. . . . .
INDICATED VALUE BY COST APPROAC ..........
H• • • • - • • • ~ ~ • _ § 129,100
ITEM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPARABLE N0.3
90 Wagner Street
Address Carlisle 21 Ridgeway Drive,
Carlisle, PA 8 Tunbridge Lane
Carlisle, PA 249 G Street,
Carlisle, PA
Propmi to Sub'ect 3.75 Miles 3.75 Miles 1.5 Miles
Sales Price $ NIA $ 114,900 § 117,500 = 107,900
Prioel(?oss LW. Area
Data andkr
Verification Sources $ 0.00 ~
Inspection
Courthouse Rec § 82.66 0 ~
MLS/Courthouse Records § 96.95 Its
MLS1Courthouse Records S 77.07 ~ ' "'
MLS/Courthouse Records
VALUEADAISfhENTS DESCRIPTION DESCRIPTION +-swN~•+ DESCRIPTION +(•)s DESCRIPTION +(-)s
Sales or Finandng
Concessions None, Conv
DOM 43 None, Conv
DOM 73 None, Conv
DOM 105
Date of Sale(rme N/A 11!75/2000 3128@001 10/27/2000
Location Average Average Average Avera e
LeasehddiFees' Fee Simple Fee Sim le Fee Sim le Fee Sim le
Site LoUAvera a LoUAverage LoUAvera a LoUAverage
yew Residential Residential Residential Residential
Des nand eel 1 Sto /Avg 1 Sto /Av 1 Sto !Avg 1 Sto /Av
Ou ofCarehrctar, Av /BrickNin AvgNtn I Avg/BrickNin Av /BrickNin
A e
Condition
Above Grade 5 Years
Good
Trial ' Berns ' aatln 7 Years
Good
Trial ' Btrma ' Balls 8 Years
Good
ToW ' Brims ' eana New
Good " -2,000
Tahl ' Brims ' Batlro
• Room Count 6. 3. 2.00 5. 2. 2.00' S. 3. 2.00' 5~ 2. 3.D0' -2,000
- Gross Livin Area 1,684 S .Ft. 1,390 S .Ft. ~ +2,900 1,212 S .Ft. ~ +4,700 1,400 S .Ft. ~ +2,800
Basement&Fsushed
Rooms Below Grade Full BsmU
Unfinished None +4,000
Unfinished None +4,000
Unfinished Crawl Space +3,000
Unfinished
- Functonal Utlli Avera a Average Avera a Avera e
Heafin JCocli HtPm 1CA FHA/CA FHAlCA FHAICA
Elfidenttterrs
G e1Ca T pica)
2 Att. Gara e T pica)
1 Car Gara a +1,000 T pica/
1 Car Garage +1,OD0 T ical
None +2,000
- Porch, Patio, Deck,
Fke la s ,etc. Patio Patio/Porch -1,000 Patio Porch
Fence, Pool, etc. None Fente -1,000 Fence -1,000 None
Net Ad'. total X + ' § 5,900 X + ' § 8,700 X + ' § 3,800
Adjusted Sales Price Gross: 8.6%a Gross: 9.1% ,Gross: 10.9%.
of Co arable Net: 5.1% § 120,600 Nat: 7.4°6 , $ 126,200 :Net: 3.5%~ § 111,700
Comments on Sales Comparison (including the subject property's compatibility to the neighbonc~od, etc. ): Sub-act is Compatible with neighborhood
properties. Sales Com arison Anal sis shows a ran a of 5111,700 to 5126,200. 'A a and condition ad ustments combined
under condition for Comparable sale No.3.
ITEM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPARABLE N0.3
Date, Price and Data 09/17/96
Sourcebrpriorsales 51.00 None None None
within arofa Courthouse Rec Courthouse Records Courthouse Records Courthouse Records
Analysis of any current agreement of sale, option, ar listing of the subject property and analysis of any prior sales of subjed and oomparebles wilNn one year of the date of apprelsal:
No riot sales within one ear were found.
INDICATED VALUE BY SALES COMPARISON APPROACH . . . . . . . ... . . . . . . ..................................... § 120,000
INDICATED VALUE BY INCOME APPROA g ble Estimated Madret Rent $ NIA Mb. x Gross Rent Mu 'ter N/A = § NIA
This appraisal is made X 'as is" sut>jed to the repels, aRerefions, Inspedwns or conditlans listed bebw subject to completion per plans and speatratlons.
ConditlonsofAppreisal: The grope has been a praised in current condition. This a raise/ is for client onl ,nontransferable. See
attached addendum. ins action date was 06/28/2001; As Of Date 0 611 5/2 001
Final Recondliadon:Costend Market Anal sis consistent/ sup ort m estimated market value. GRM anal sis was found
ina pro riate for this anal sis. Greatest wet ht is ap lied to the Market Data Anal sis. Su porting file Information
substantiates these estimates.
The purpose of this appraisal is to estimate the market value of the real property that is the subjecl of this report, based on the above conditlons and the certification, contingent
and Iimiting conditions, and market value definitlodhat are stated hr the attadied Freddie Mac Falm 4391Fannie Mae Fann 111048 (Revbed 6193 }
I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTYTHAT ISTHE SUBJECDFTHIS RFPORT,ASOF 06/15/2001
~ (WHICH IS THE DA F INSPECT E EFFECTNE DATE OF THIS REPORT) TO BE § 120,000
APPRAISE L-i, SUPERVISORY APPRAISER (ONLY IF REQUIRED):
Signature '7 J Signature ^Did ^Did Not
Name Steven W. Barrett, SRPA, SRA Name Inspect Property
Date Report Signed 0 612 9/2 0 0 1 Date Re ort S' ned
State Certification # GA-000298-L State PA State Certificaton # State
Or Stale License # RB-026921-A State PA Or State License # State
FMd"a Mscrmn 70 693 Veririrea ~aenerar ripNa aranr F'AGtZUhZ ra'a"a "1i°rA1""a^ °"
Tla k,n,aua Por,aer m M IGI Ua+Wpw RapNFama q~1aw(raaWad/17
STEVEN W. BARRETT REAL ESTATE
' FLOORPLAN
--_ . --
,oe_,~a unR7H HANOVER STREET, CARLISLE, PA 1
Sl1RJFCT Pi217h~~'~z"f"Y Fi,;O F'l'u I;DdENDUM
Borrowefi• Marian GRAYBILL, Est File No.: 01-0565
'Property Address' 90 Wagner Street Case No.:
City' Carlisle State PA Zip: 17013
Lender: Johnson Duffle Stewart 8 Weidner
FRONT VIEW OF
SUBJECT PROPERTY
Appraised Data: June 15, 2001
Appraised Value: $
REAR VIEW OF
SUBJECTPROPERTY
STREET SCENE
~:~:~,
SUBJECT PROPERTY PHOTO ADDENDUM
8ortower: Marian GRAYBILL, Est File No.; 01-0565
Property Address: 9o Wagner Street Case No.:
City: Carlisle State: PA Zip: 17013
Lender: Johnson,0utfie Stewart & Weidner
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FRONT VIEW OF
SUBJECT PROPERTY
Appraised Date: June 15, 2001
Appraised Value: ~
REAR VIEW OF
SUBJECT PROPERTY
STREET SCENE
CUMYAI<AtiLF.i F'FtOFEFtT'Y F;•(UT~: ADDENDUM
Borrower: Marian GRAYBILL, Est. File Na • 01-0565
Property Address:90 Wagner Street Case No
City: Carlisle State• PA Zip• 17013
Lender: Johnson Duffie Stewart 8~ Weidner
COMPARABLE SALE #1
21 Ridgeway Drive,
Carlisle, PA
Sale Date: 11/15/2000
Sale Price: $114,900
COMPARABLE SALE #2
8 Tunbridge Lane
Carlisle, PA
Sale Date: 3/28/2001
Sale Price: $ 117,500
COMPARABLE SALE #3
249 G Street,
Carlisle, PA
Sale Date: 10/27@000
Sale Price: $ 107,900
COMPARABLE PKUFERTY PHOTO ADDENDUM
Borrower: Marian GRAYBILL, Est File No' 01-0585
Propefir Address:90 Wagner Street Case No
City: Carlisle State: PA Zip' 17013
Lender: Johnson Duffle Stewart 8 Weidner
COMPARABLE SALE #1
21 Ridgeway Drive,
Carlisle, PA
Sale Date: 11H5/2000
Sale Price: $ 114,900
COMPARABLE SALE #2
S Tunbridge Lane
Cartlsle, PA
Sale Date: 3!28/2007
Sale Price: $ 117,500
COMPARABLE SALE #3
249 G Street,
Carlisle, PA
Sale Date: 10/2712000
Sale Price: $ 107,900
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BOBBIE GOODYEAR Residential
Mortgage Representative
L1T~ARRT~ Living
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********* QUALIFICATIONS *********
The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the
inspection of the subject property, the comparebles sales, and their neighborhoods and locations. Unless othenNlse
noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET
VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home
inspection service. This is an appraisal to estimate market value.
_1. The subject is located in a rural area and is less than 25% built-up.
_x _2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar
neighborhoods.
_x_3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for
the area.
x_4. The predominant value in the neighborhood is less than that of the market value of the subject property. This
is due to the very wide range of value of properties in the area and superior quality of the subject property.
_5. The subject property is located fn a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and
suggested.
_6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement
floor. This condition is considered typical In dwellings of this style.
_7. The subject property is serviced by private well and/or septic systems which is common for the area.
_8. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing
systems appear upon a visual exterior inspection to be In working order. No warcanties are implied In this statement.
_9. Repair items were noted in the comments section of the report. These comments on repair items are for
descriptive purposes only and are not required repairs. The items listed are cosmetic in nature.
_10. The basement floor is a dirt floor. This condition Is common and typical for the area. and does not pose a
health or safety hazard.
_11. The subject property does contain functional obsolescence as noted In the report. This condition is
considered typical and common for the area and this style dwelling.
_12. The land value exceeds 30Y° of total value due to the high demand for vacant land in this neighborhood. This
condition is considered common and typical for the neighborhood.
_13. The land value exceeds 30% of total value. This is dua to the large size of the site. This condition Is
considered to be typical and common.
_14. Individual adjustments were required that exceed 15'/°. These adjustments were required due to lack of more
similar comparebles on that individual rating. All comparables used are the best available.
_15. Total adjustments exceed 25Y°. This is due to the lack of comparable sales that were more similar in the
subject's market area. All comparables used are the best available.
_x_16. One or more comparable sales are older than six(8) months. Although there are comparable properties in the
subject's area, none have sold recently; therefore, sales in excess of six(8) months have to be used. All comparables
used are the best available.
_x_17. One or more comparables used were in excess of one (1) mile from the subject property. Although there are
comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable
sales outside of the immediate area. All comparables used are located In similar neighborhoods and within the same
marketing area. All comparables used are the best available.
_18. The electrical system was not connected during inspection.
_19. The water service was not connected during Inspection.
_20. The heating system was shut down during inspection.
_21. Roofing_Plumbing_Electrical_Heating_certification(s) is/are suggested.
_22. Inground swimming pool-, out buildings are included ,not included according to lender's
guidelines.
_23. According to lender's guidelines a maximum of acres were considered for this valuation. Remaining
acreage was given no value.
********* QUALIFICATIONS *********
_24. The subject property is located on a private road.
_25. Wood infestation Inspection is suggested.
x 26. Last recorded dead transfer: Date 09/17/96 ,Consideration: E_1.00
_27. Proposed constructionlrenovation in accordance to plans and specifications to be completed in a workman-like
manner.
_28. Seller is paying part or all of closing costs.
_x_29. Ali comparable sales are verified closed sales.
_x_30. There are no special conditions or other requirements that would affect market value or future marketability in
the Appraisal Report.
CHECKED ITEMS ARE SPECIFIC SPECIAL CONDITIONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING
INSPECTION.
Fle No. 01-0565
DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market
under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not
affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from
seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised,
and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment
is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal
consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated with the
sale.
'Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for
those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the
seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property
by comparisons to financing terms offered by a third party 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 approximate the market's reaction to the finandng or concessions based on the Appraiser's judgment.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the
following conditions:
1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The
appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised
on the basis of it being under responable ownership.
2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is
induded only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size.
3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data
sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the
appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination.
4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific
arrangements to do so have been made beforehand.
5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their
contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and
are invalid'rf they are so used.
6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous
wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal
research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden
or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic
substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no
guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responslble for any such
conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the
appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment
of the property.
7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she
considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such
items that were furnished by other parties.
6. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional
Appraisal Practice.
9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion,
repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner.
10. The appraiser must provide his ar her prior written consent before the lenderfclient specified in the appraisal report can distribute the
appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to
any professionai appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the
mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally
approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia;
except that the lenderlclient may distribute the property description section of the report only to dafa collection or reporting service(s)
without having to obtain the appraiser's prior written consent. Tha appraiser's written consent and approval must also be obtained before
the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media.
Freddie Mac Form 4396-93 Page 1 of 2 Fannie Mae Form 10048 6-93
File No. 01.0565
APPRAISERS CERTIFICATION: The AppraisercertfiesandagreesthaY.
1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate
to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the
market reaction to those items of significant variation. If a significant item in a comparable property is superior to , or more favorable than,
the subject property, 1 have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a
comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted
sales price of the comparable.
2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the
appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my
knowledge, that all statements and information in the appraisal report are true and correct.
3. I stated in the appraisal report only my own personal, unbiased, and professlonal analysis, opinions, and conclusions, which are subject
onty to the contingent and limiting conditions speCfied in this form.
4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal
interest ar bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the
estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the
prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the
subject property.
5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my
compensation for performing this appraisal is contingent on the appraised value of the property.
6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party,
the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my
compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a
specific valuation, or the need to approve a specific mortgage loan.
7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisai Practice that were adopted and
promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal,
with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable
time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the
marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconaliation section.
B. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables
in the appraisal report. I further certify that I have noted any apparent ar known adverse conditions in the subject improvements, on the
subject site, or on any site witkin the immediate vicinity of the subject property of which I am aware and have made adjustments for these
adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented
about the effect of the adverse conditions on the marketability of the subject property.
9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on
significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal
report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this appraisal
report. I certify that any individual so named is qualified to pertorm the tasks. I have not authorized anyone to make a change to any item in
the report; therefore, if an unauthor¢ed change is made to the appraisal report, I will take no responsibility for ft.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies
and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the
statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking
full responsibility for the appraisal and the appraisal report.
ADDRESS OF PROPERTY APPRAISED: 90 Wagner Street, Carlisle, PA 17013
APPRAISER: SUPERVISORY APPRAISER (only if required)
_-~./~ ~
Signature: ~,
Name: Steven W. Barrett, SRPA, SRA
Date Signed: 06/29/2001
State Certification #: GA-000298-L
or State License #: RB-026921-A
Signature:
State: PA State:
Expiration Date of Certification or License: June 30, 2003 Expiation Date of Certification or License:
^ Did ^ Did Not Inspect Property
Name:
Date Signed: _
State Certification #:
or State License #.
Certified General Appraiser
Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 100486-93
REW7506IXa1~-B7) _
SCHEDULE E
~,.1
BANK DEPOSITS & MISC
CASH
COMMONWEALTH OFPENNSYIVANiA .
,
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GRAYBILL, MARIAN L. 21-01-00606
Indude the proceeds of I'itigation and the date the proceeds were receNed by the estate. All propertyjointly-owned with the fight of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~• Household Goods - appraised value 4,555.00
2. Cash in decedent's possession 240.00
3. 1984 Chevrolet Caprice Classic Sedan - date of death value 400.00
4. Ladies 14K yellow gold diamond engagement ring with a 6.2mm
round, brilliant cut diamond - appraised value 2,650.00
5. Ladies 14K white gold tY>ree stone ring with a center diamond
3.5mm - appraised value 750.00
6. Ladies 14K white gold engagement ring with a 5mm round old
mine cut diamond - appraised value 900.00
7. Allfirst Bank - Money Fund Account No. 00982-3043-3
Date of death balance, plus accrued interest 16,657.45
8. Waypoint Bank - Certificate of Deposit No. 1900012647
Date of death balance, plus accrued interest 43,937.93
9. Waypoint Bank - Certificate of Deposit No. 8000041709
Date of death balance, plus accrued interest 20,044.80
10. Drovers Bank - Certificate of Deposit No. 123050
Date of death balance, plus accrued interest 65,130.62.
11. M&T Bank - Checking Account No. 838934
Date of death balance 4,761.77
12. M&T Bank - Market Index Account No. 15004198150862
Date of death balance 17,239.32
13. Members 1st Federal Credit Union - Savings Account
No. 14823-00 - balance plus interest 264.18.
14. Members 1st Federal Credit Union - Life Savings Account
No. 14823-04 - balance plus interest 4,009.40
15. Members 1st Federal Credit Union - Certificate of Deposit
No. 14823-40 - balance plus interest 10,048.79
16. Members 1st Federal Credit Union - Certificate of Deposit
No. 14823-41 10,048.79
17. Members 1st Federal Credit Union - Certificate of Deposit
No. 14823-42 10,048.79
18. Internal Revenue Service - tax rebate 300.00
19. Mortgage - Kenneth E. Davis & Valerie J. Davis, Mortgagors -
David R. Graybill (deceased) & Marian L. Graybill, Mortgagees
(Book 1379, Page 556) - date of death balance. 113,843.10
20. Mortgage - Pamela A. Burkholder, Mortgagor - David R.
Graybill (deceased) and Marian L. Graybill, Mortgagees
(Book 1379, Page 566) - date of death balance. 96,208.99
Sub-total from additional sheet 20,000.00
TOTAL (Also enter on line 5, Recapitulation) S 4 4 2, 0 3 8 .9 3
(If more space is needed, insert additional sheets of the same size)
SCHEDULE E -CONTINUED
Estate of: GRAYBILL, MARIAN L.
21-01-00606
21. Mortgage -Kenneth E. Davis and Valerie J. Davis, Mortgagors -
David R. Graybill (deceased) and Marian L. Graybill, Mortgagees
(Book 916, Page 647) -date of death balance 20.000.00
Sub-total $20.000.00
REV=1511 EX+ (12-99)
r.
,~:~~, SCHEDUi.E H
.~;~
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GRAYBILL, MARIAN L. 21-O1-00606
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
Myers Ftianeral Hone, Inc. 7,573.00
2 R. J. Romberger Memorials -Marker 1,775.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. ~ Attorney Fees - Johnson, Duffie, Stewart & Weidner
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Pamela A. Graybill Burkholder
street Address 90 Wagner Street
City Carlisle State PA zp 17013
Relationship of Claimant to Decedent Daughter
4. ~ Probate Fees -Register of Wills -Cumberland County
5. I Accountant's Fees
6. ~ Tax Return Preparer's Fees
~, Cumberland Law Journal -advertise letters
8 The Sentinel -advertise letters
9 Chuck Bricker -household goods appraisal
10 S. W. Barrett -real estate appraisal
11 Allstate -homeowner's insurance
12 Recorder of Deeds -transfer tax -sale of 90 Wagner St. from
Estate to Pamela A. G. Burkholder, daughter & beneficiary
13 Register of Wills -file Inv. & Inh. Tax Return
Sub-total from additional sheet
3,750.00
3,500.00
412.00
75.00
100.31
75.00
250.00
48.00
800.00
25.00
1,531.01
Tf)TdL !Alen antar nn ling 9 Raraniti ilatinnl I S 19 , 9 14.3 2
(If more space is needed, insert additional sheets of the same size)
SCHEDULE H -CONTINUED
Estate of GRAYBILL, MARIAN L.
21-01-00606
14. Robin K. Sollenberger, Tax Collector -school
district real estate taxes - 90 Wagner Street
15. Recorder of Deeds -record Deed and Mortgage
satisfaction pieces
16. Allfirst Bank -charge for Estate checks
17. Reserve for close-out costs
1,251.70
68.50
60.81
150.00
Sub-total $ 1.531.01
pEV.15l2 EX •(i•9~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
GRAYBILL, MARIAN L. 21-01-00606
Include unre imbursed medical expenses.
ITEM '
NUMBER DESCRIPTION AMOUNT
1' Capital City Dental - decedent's account balance 41.00
2. PP&L - decedent's account 109.33
3. Carlisle Suburban Auth. - water/sewer - decedent's
account 87.65
4. Sprint - final charges - decedent's account 21.11
5. AT&T - final charges - decedent's account 5.93
6. York Waste Disposal - garbage - decedent's account 27.45
7. MCI - final charges - decedent's account 30.02
8. Carlisle Regional Medical Center - decedent's
.account balance 64.00
9. Carlisle A.L.S. - decedent's account balance I 71.32
TOTAL (Also enter on line 10, Recapitulation} ` S 4 5 7.81
more space is needed, insert additional sheets of the same size)
•
REV-i513 Of • 1t-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
GRAYBILL, MARIAN L.~ 21-01-00606
RELATIONSHIP 70 DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (indude outright spousal distributions)
1. Pamela A. Graybill Burkholder Daughter- One-third tangible
90 Wagner Street ~ ~ personalty; one-
Carlisle, PA 17013 third residue
2 . Valerie J . Davis Daughter One-third tangible
110 Wagner Street personalty; one-
Carlisle, PA 17013. third residue
3. Joan M. Lucas ~ Daughter One-third tangible
1070 Henry's Hill personalty; one-
Greensboro, GA 30642 third residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE S 15 THROUGH 17, AS APPROPRIAT E, ON REV 1500 COVER SHEET
II. NON TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
L
TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
pt more space Is neeaea, Insert adaluonal sheets of the same size)
COMMONWEALTH ~ PENNSYLVANIA 'l
f ~:
COUNTY OF CUMBERLAND
Pamela A. Graybill n/k/a Pamela A. Graybill Burkholder & Valerie J. Davis
being duly sworn according to law, deposes and says that th~Co-Executrices
of the Estate of Marian L. Graybill
Late of North Middleton Township ~ ,Cumberland County, Pa., deceased and that the
ame a ay i n a Pamela A. Graybill
within is an inventory made by r hold _r. nd ya1Pr;P T. v;~~ ,the said. Co =Executrices
of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory re resent it'~ a~ val~ue_
as of the date of decedent's death . J G2~~~1~-- ~ ~/~~ ~ ~~ •
Sworn to and subscribed before me, / Q ~~?~~" ~~~~
2001 E a~u+or . d ~nisfrator
~~,,,~ ~, l ~ P eta y~ill n~c`~a. Pamela A. Graybill
Burkholder
Valeri J. Davis, Co-Executrices
NOTARIAL S 9 W ~ i e P
DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co. Address
My Commission Expires Dec. 21, 2001
Date of Death
2001
Day Mon+h Ys~r
lNSTRUCT(ONS
!. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additiona•I~~ssets.
3. Additional sheets may be• attached as to personalty or realty ~ ~'• o • ~ ~
4. See Article lY, Fiduciaries Act of 1949. ~ `' ~'"~' ~'
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inventory of the real and persona! estate of
MARIAN L. GRAYBILL deceased
1. Real Estate - No. 90 Wagner Street, North Middleton Township,
Cumberland County, PA
(Deed Book 146, Page 62)
Appraised Value 120,000 00
2. Household Goods - appraised value 4,555 00
3. 1964 Chevrolet Caprice Classic Sedan - date of death value 400 00
4. Jewelry:
Ladies 14K yellow gold diamond engagement ring with a 6.2mm round,
brilliant cut diamond - Appraised value 2,650 00
Ladies 14K white gold three stone ring with a center diamond 3.5mm
Appraised value ~ 750 00
Ladies 14K white gold engagement ring with a 5mn round old mine cut
diamond - Appraised value 900 00
5. Cash in decedent's possession 240 00
6. Allfirst Bank - Money fund Account No. 00982-3043-3 - date of death balance 16,657 45
7. Waypoint Bank - Certificate of Deposit No. 1900012647
Date of death balance I 43,937 93
8. Waypoint Bank - Certificate of Deposit No. 8000041709
Date of death balance , 20,044 80
9. M&T Bank - Checking Account No. 838934 - date of death balance 4,761 77
10. M&T Bank - Market Index Account No. 15004198150862
17,239
32
Date of death balance
11. Drovers Bank - Certificate of Deposit No. 123050 - date of death balance 65,130 62
12. Members 1st Federal Credit Union: 264 18
Savings Account No. 14823-00 4,009 40
.Life Savings Account No. 14823-04
10,048
79
Certificate of Deposit No. 14823-40 10,048 79
Certificate of Deposit No. 14823-41 048
10 79•
Certificate of Deposit No. 14823-42 ,
13. Internal Revenue Service - tax rebate 300 00
• 14. Mortgage - Kenneth E. Davis and Valerie J. Davis, Mortgagor - •
David R. Graybill and Marian L. Graybill, Mortgagee
843
113
10
(Book 1379, Page 556) - date of death balance ,
15. Mortgage - Pamela A. Burkholder, Mortgagor - David R. Graybill and
Marian L. Graybill, Mortgagee
208
96
99
• (Book 1379, Page 566) - date of death balance ,
16. Mortgage - Kenneth E. Davis and Valerie J. Davis, Mortgagor -
•
David R. Graybill and Marian L. Graybill, Mortgagee
(Book 916, Page 647) -date of death balance 20,000 00
17. Prudential - Policy No. 08 908 580 - 1,002 63
18. Peoples Benefit Life Insurance Co. - Certificate No. OlOZZ01954 3,500 00
~p,Z, ~~566, 541 ~ 56
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 000635
WRIGHT RALPH H JR ESQ
301 MARKET STREET
P O BOX 109
LEMOYNE, PA 17043
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssrv: 424-5s-1743
FILE NUMBER: 21-2001- 0606
DECEDENT NAME: GRAYBILL MARIAN L
DATE OF PAYMENT: 1 2/ 1 2/2001
POSTMARK DATE: 1 2/1 1 /2001
COUNTY: CUMBERLAND
DATE OF DEATH: 06/ 1 5/2001
101 ~ 53,322.37
TOTAL AMOUNT PAID:
REMARKS: PAMELA A BURKHOLDER ETAL
C/O RALPH H WRIGHT JR
SEAL
CHECK# 1014
INITIALS: DO
RECEIVED BY: MARY C. LEWIS
53,322.37
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 2806D1
HARRISBURG, PA 17128-0601
RALPH H WRIGHT
JOHNSON ETAL
PO BOX 109
LEMOYNE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~~:,~ '
'd2 FEB -1
PA 17043 ~tlt7i~7~: '_~
REV-1547 E% ~FP (12-001
`<-- If~-TE 01-29-2002
~'• :±~1:fSTATE OF GRAYBILL MARIAN L
DATE OF DEATH 06-15-2001
FILE NUMBER 21 01-0606
P1 O~~NTY CUMBERLAND
ACN 101
Anount Remitted
- ~'='s
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRAYBILL MARIAN L FILE N0. 21 01-0106 ACN 101 DATE 01-29-2002
TAX RETURN WAS: (Xl ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 120,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 442,038.93 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 562, 038.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
19,914.32
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 457.81
11. Total Deductions (11) 20 .372 _ 13
12. Nat Value of Tax Return (12) 541,666.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts [Schedule J) [13) .00
14. Net Value of Estate Subject to Tax (14) 541 , 666.80
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15) •0 0 X 00 _ .00
16. Anount of Line 14 taxable at Lineal/Class A rate (16) 541,666.80 X 045. 24,375.00
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •0 0 X 15 - .00
19. Principal Tax Due (lq)= 24,375.00
TAY f`DCTiTTC.
P YM NT
DATE C PT
NUMBER SCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-27-2001 CD000207 1,052.63 20,000.00
12-11-2001 CD000635 .00 3,322.37
TOTAL TAX CREDIT 24,375.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS RERUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying an or before Decewber 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoywent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Cowwanwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral] rate on any such future interest.
PURPOSE DF
NOTICE: To fulfill the requirewents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 20D0. C72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and subwit with your paywent to the Register of Wills printed on the reverse side.
--Make check or woney order payable to: REGISTER OF BILLS, AGENT
REFUND CCR): A refund of a tax credit, which was not requested an the Tax Return, way be requested by cowpleting an ^Application
for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications era available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forws ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisewent, allowance, or disallowance of deductions, or assesswent
of tax (including discount or interest) as shown on this Notice must object within sixty (607 days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Bcard of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the wetter deterwined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assesswent should 6e addressed in writing to: PA Departwent of Revenue,
Bureau of Individual Taxes, ATTN: Post Assesswent Review Unit, Dept. 28D601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet ^Instructions far Inheritance Tax Return for a Resident
Decedent^ (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3l calendar wonths after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax awnesty non-participation penalty is cowputed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax awnesty period. This non-participation
penalty is appealable in the save wanner and in the the sane tiwe period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) wonths and one (17 day frog the date of
death, to the date of paywent. Taxes which becawe delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annuw calculated at a daily rate of .000164. All taxes which becawe delinquent on and after
January 1, 1982 will bear interest at a rate which will vary frog calendar year to calendar year with that rata
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate
Gaily Interest Factor
Year Interest Rate Daily Interest Factor
1982 2D% .000548 1992 9% .000247
1983 16% .000438 1993-1994 7% .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 7% .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becowes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assesswent. If paywent is wade after the interest coaputation date shown on the
Notice, additional interest wust be calculated.
V
i/
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM
YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MARIAN L. GRAYBILL
Date of Death: JUNE 15, 2001
Will No.: 2001-00606 Admin No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:.
3. If the answer to No. 1 is yes, state the following:
A. Did the personal representative file a final account with the Court?
Yes No X
B. The separate Orphans' Court No. (if any) for the personal
representative's account is:.
C. Did the personal representative state an account informally to the
parties in interest? Yes X No
D. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans'
Court and may be attached to this report.
Date: .2 ~/ 2-~• 6 ~
ignature
Ralph H. Wright, Jr. ~-
Johnson, Duffie, Stewart & Weidner
301 Market Street, P.O. Box 109
Lemoyne. PA 17043-0109
;` Address
~~ (717) 761-4540
~~ ~ Telephone No.
c~,t
--~ Capacity: Personal Representative
X Counsel for Personal Representative
==