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Home My WebLink About06-27-08 (3) OFFICIAL USE ONLY REV-1500 EX + (6.00) REV-1500 CO MMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER DEPARTMENT OF REVENUE DEPT 280601 RESIDENT DECEDENT 21-07-0909 . HARRISBURG, PA 17128-0601 COUNTYCODE YEAR NUMBER D DECEDENT'SNAME(LAST,FIRST,ANDMIDDLEINITIAL) SOCIALSECURITYNUMBER E McCaleb Mar D. 169-14-5599 E DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE D E 10/01/2007 12/07/1917 REGISTER OF WILLS N IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST, AND MIDDLE INITIAL SOCIAL SECURITY NUMBER T X 1. Original Return 2. Supplemental Return 3. Remainder Return date of death prior to 12-13-82) p P B R p 4. Limited Estate 4a. Future Interest Compromise (date of death after 1 2-12-82) 5. Federal Estate Tax Return Required j P X 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes 0 T K (Attach copy of Will) (Attach copy of Trust) E S ~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit ~ 11. Election to tax under Sec. 9113(A) (date of death between 12-37-91 and 1-1-95) (Attach Sch 0) 7F}tS SEGTIf,~N t~),IST' 9E CoAAPLETIED. ALL COFtF{ESPONDEIVC E'& CON~'fDENTIAL TAX IAIFORMATION SHQULD BE DtE2EGTED'TO: P NAME COMPLETE MAILING ADDRESS C R N Marlin R. McCaleb Es 219 East Main Street R p FIRMNAME(IfApplicable) P. 0. BOX 230 E N S Law Offices-Marlin R. McCaleb Mechanicsburg, PA 17055 T TELEPHONE NUMBER 1 691- 0 1. Real Estate (Schedule A) (1) 149 , 000.00 ~-.) OFFICIAE ONLY 2. Stocks and Bonds (Schedule B) (2) 3 , 320.55 .- r'~ ,_.__, ~ r 3. Closely Held Corporation, Partnership or (3) None ,` _ i Sole-Proprietorship _ ~ - ~. , - 4. Mortgages & Notes Receivable (Schedule D) (4) None ~ ;~_~ J, i R 5. Cash, Bank Deposits $ Miscellaneous Personal Property (5) 592 , 717 . 80 -.~ ~1 -, _ C (Schedule E) _ ~ + 1 - A 6. Jointly Owned Property (Schedule F) (6) None Separate Billing Requested - __ ~ 7. Inter-Vivos Transfers ~ Miscellaneous Non-Probate Property (7) 163 , 973.86 ~..t ~ ' ~ A T I O N C 0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M T ~ 15. Amount of Line 14 taxable at the spousal tax A T rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15) 0 00 X A T 16. Amount of Line 14 taxable at lineal rate 870 , 641.20 X .0 45 (16) . 39 ,178.85 I O 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0.00 N 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0.00 19. Tax Due (19) 39 ,178.85 20. X ~H )r14~II+~~iII~Y~I~;ak~3~.:...... ll .....~!C : ,,:. ,~ .. F.....: € ..:........:........~°.. ; .;......... ,:: .........~ ......................................................)IWl....~~.. fora .~#;...: ~ ~~1~. ~I..(i311~...:A~FM~I~: _ > > $E SURE 70 AtslS, R ALL QUE5710NS aN REVERSE SIDE AND TO RIEGHECK fJ~,4TH < < ~~cneaule td or LJ 8. Total Gross Assets (total Lines 1-7) (8) 909, 012.21 9. Funeral Expenses ~ Administrative Costs (Schedule H) (9) 32 ,185.58 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 ,185.43 11. Total Deductions (total Lines 9 ~ 10) (11) 33 , 371 . Ol 12. Net Value of Estate (Line 8 minus Line 11) (12) 875 , 641.20 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 5 , 000.00 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 870 , 641 .20 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) ` Decedent's Complete Address: STREET ADDRESS 213 West Ma lewood Avenue Mechanicsbur CITY STATE ZIP Mechanicsbur PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 25,000.00 1.315.79 (1) 39,178.85 Total Credits (A + B + C) (2) 26 , 315.79 3. lnterest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) 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) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 12,863.06 0.00 12,863.06 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN H 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; X b. retain the right to designate who shall use the property transferred or its income; . X c. retain a reversionary interest; or . X d. receive the promise for life of either payments, benefits or care? X 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . ^ a 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ^ ^ 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 complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATU~! OF PERSON ~ONS LE FOR F RETURN Marlin R . McCaleb DATE ' -- 219_ East Main Street Mechanicsbur PA 17055 S NAT RFiO PREPARE H REPR TATIVE La4~ Offices -Marlin R . McCaleb DATE ~ 219 East Main Street 2 Mechanicsbur PA 17055 ..................... ............. ..... he . t use of t ers to or for he of ansf t value tr For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the ne surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5°/ ,except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(ax1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 % [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. r^~n~.r~t,r rat ~nnn s.,.,,, ~„stw~.,,,,.,i~ rr,> i ~~4„0, r....... i..~ REV -1502 EX + (1-97) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT _. -. ESTATE OF FILE NUMBER Mary D. McCaleb SS~~ 1b9-14-5599 10/01/2007 21-07-0909 Afl rea{ property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with ri ht of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH .L House and lot, - 213 W. Maplewood Ave., Borough of Mechanicsburg, 149,000.00 Cumberland County, PA. Decedent acquired by deed dated 12/31/1979, recorded in Deed Book "U", Volume 28, Page 700. Value based on sale of premises to Michael J. Trump and Catherine R. Owens (See Agreement of Sale dated 04/23/08 and HUD-1 Settlement Statement dated 06/11/08 (both attached). TOTAL (Also enter on line 1, Recapitulation) ~$ 149 , 000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, f na c....., ecv-un~ rv ~~_....-.~ REV -1503 EX + (1-97) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN ATE OF FILE NUMBER Mary D. McCaleb SS~~ 169-14-5599 10/01/2007 21-07-0909 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEP~I NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1. MetLife, Inc., - 47 shares, common stock (CUSIP 3,320.55 ~~59156R10} @ $70.65. TOTAL (Also enter on line 2, Recapitulation) 3 , 320.55 (If more space is needed, insert additional sheets of the same size) Copyright (t:) 1996 form software only CPSvstems. Inc. REV-150A EX + (1-97) ~ETUF DENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Mary D. McCaleb SS~~ 169-14-5599 10/01/2007 21-07-0909 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Barclays Visa Traveler's Cheque - ($50.00 denomination). 50.00 2. Cash - in Decedent's possession. 586.16 3 PNC Bank, - Checking Account ~~5070115092; Principal balance as of 16,338.03 D.O.D.: $16,338.03; interest accrued to D.O.D.: None. 4 PNC Bank, - Savings Account ~~5030122458; Principal balance as of 56,456.16 D.O.D.: $56,436.64; interest accrued to D.O.D.: $19.52. 5 2005 Buick LaCrosse sedan. 13,380.00 6 Assorted pieces of jewelry, - mostly costume jewelry. 322.00 7 Comcast Cable, - refund. 28 81 8 Comcast Cable, - refund. 20.86 9 Country Meadows Associates, - refund of Reservation Deposit. 500.00 10 Country Meadows Associates, - refund. 15.00 11 Household goods, contents, furniture and furnishings. 1,558.50 12 PA Department of Revenue, - refund of 2007 state income tax. 1,168.00 13 PNC Investments, - Capital Directions Account ~~60138369; 494,834.27 principal balance as of D.O.D.: 14 Rolling Green Cemetery, - prepaid funeral/burial account 2 775.00 (interment, casket, vault, marker). , 15 The Patriot-News, - refund. 37.00 16 U. S. Treasury, - 2007 federal income tax refund. 4,645.50 17 Verizon, - refund. 2.51 TOTAL (Also enter on line 5 ~~~ ~nuic aF.+uce is neeaea, insert aQWLlOnal SneeLS OL Ine Sarrle SI2eJ Cnnvrin hf Irl '140a tom..., cn++~eia~n ..,,i., roc..~+e...~ i.... ~3 592 , 717.80 REV-151G EX ~ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Mary D. McCaleb SS~~ 169-14-5599 10/01/2007 21-07-0909 lfhis schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY RELATIONSHIP TO DECEDENT AND THE DATEEO~ TRANSFER. ATTACH ACOPYOF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. Allstate Life Insurance 151,206.06 100.00% 151,206.06 Co., - Annuity Contract No. GA280469, fixed annuity, non-qualified, payable to Marlin R. McCaleb and Mary E. Kula as beneficiaries. 2 Allstate Life Insurance 12,767.80 100.00% 12,767.80 Co., - Annuity Contract No. GA0682657, fixed annuity, non-qualified, payable to Jarrett R. Albert and Wyatt J. Wirfel as beneficiaries. TOTAL (Also enter on line 7, Recapitulation) I $ 163 , 973.86 (If more space is needed, insert additional sheets of the same size) Coovriohtld1996formsoftwareonlvCPSvstems.Inc. ^,....,CCV_1G7nevn~._.. ..~~ REV-1511 EX+{1-9>> SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES S~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Marq D. McCaleb SS~~ 169-14-5599 10/01/2007 21-07-0909 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ]_ Malpezzi Funeral Home, - funeral expense. 5,356.80 2 Rolling Green Cemetery, - prepaid funeral/burial account 2,775.00 (interment, casket, vault, marker). 3 Trindle Spring Lutheran Church, - funeral luncheon. 172.81 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's Fees 3.. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 610.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Barry L. Heckard, Sr., Tax Collector, - real estate tax 5.00 certification for sale of house. 2 Bowers Pest Control, - termite treatment in preparation for sale 927.50 of house. 3 Capitol Home Inspections, Inc., - structural inspection of house 330.00 in preparation for sale. 4 Cumberland Law Journal, - advertising Letters. 75.00 5 Dellinger's Auto Body, - repair body damage to car in preparatio 211.15 Total of Continuation Schedule(s) 21,722.32 TOTAL (Also enter on line 9, Recapitulation) $ 32 ,185.58 (If more space is needed, insert additional sheets of the same size) •~__...._~.. ~_~ ~~~c c_.........a«,.,~.., .,..i., roc...-•e..,~ i.... G.,..,. QLCV-1511 FY /oe„ ~ o~~ Estate of: Mary D. McCaleb Soc Sec ~~: 169-14-5599 Date of Death: 10/01/2007 Continuation of Schedule H-B7 (Other Administrative Costs) Item ~~ Description Amount for sale. 6 Gold Mine, - appraisal of jewelry. 87.50 7 Karl Stine, - removal of junk (3 loads) from house in preparation 225.00 for sale of house. 8 Michael J. Trump and Catherine R. Owens, - Seller's assistance 5,000.00 (Buyers' settlement costs paid by Seller) on sale of house, per .Agreement of Sale. 9 Power Component Systems, Inc., - removal and disposal of asbestos 1,200.00 in basement in preparation for sale of house. 10 :Recorder of Deeds, - Realty Transfer Tax on sale of house. 1,490.00 11 ]fegister of Wills, - Short Certificate. 4.00 12 Register of Wills, - Short Certificate. 4.00 13 Register of Wills, - reserve for filing Account, Releases, etc. 500.00 14 Register of Wills, - filing Inventory and Appraisement. 30.00 15 Rowe's Auction Service, - appraisal of furniture. 75.00 16 Rowe's Auction Service, - auctioneer's commission on public sale 282,97 of household contents. 17 Saidis, Flower & Lindsay, - notary expense on sale of house. 10.00 18 Steve Wirfel, - reimbursement for insulation purchased for 288.51 basement in preparation for sale of house. 19 Steve Wirfel, - labor for insulating pipes in basement in 220.00 preparation for sale of house. 20 'Che Patriot-News, - advertising Letters. 141.18 21 W. A. Klawitter Construction, - repair chimney and replace roof 10,700.00 in preparation for sale of house. 22 Wrightstone Electric, - repair electrical system in preparation 1,464.16 :For sale of house. Estate of: Mary D. McCaleb Soc Sec ~~: 169-14-5599 Date of Death: 10/01/2007 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount ~~ -------------- 21,722.32 REV-1512 EX + (1-97) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INRESIDENTD ~ DEN R" MORTGAGE LIABILITIES, AND LIENS ESTATE OF FILE NUMBER Mary D. McCaleb SS~~ 169-14-5599 10/01/2007 21-07-0909 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Borough of Mechanicsburg, - account payable, sewer. 184.38 c! Country Meadows Associates, - account payable, assisted living 145.11 care. 3 Dan White's Plumbing, - account payable, plumbing. 284.00 4 Ken Shughart, - account payable, trimming shrubbery. 159.00 `i Lester W. Erb, Inc., - account payable, fuel oil. 170.00 E> PA Department of Revenue, - additional 2006 state income tax. 27.00 ;7 PP&L, - account payable, electricity. 31.67 8 Quantum Imaging & Therapeutic Associates, - account payable, 1.68 medical. 9 U. S. Treasury, - additional 2006 federal income tax. 94.53 ll) United Water Co., - account payable, water. 8.56 l:l Wayne Martens, - account payable, lawn mowing. 79.50 TOTAL (Also enter on line 10, Recapitulation) ~$ 1 ,185.43 (If more space is needed, insert additional sheets of the same size) r.......i..hfl~l ~OORfnrm enftwara nnly CPSvctems Inc Form REV-1512 EX /Rev_1-971 REV-1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN ESTATE OF FILE NUMBER Mary D. McCaleb SS~~ 169-14-5599 10/01/2007 21-07-0909 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] ]_ Jarrett R. Albert Great-Grandson 6,383.90 38 Dogwood Lane Dillsburg, PA 17019 2 Wyatt J. Wirfel Great-Grandson 6,383.90 21 Campground Road Dillsburg, PA 17019 3 Carol Lynn Kula Wirfel Granddaughter 10,000.00 21 Campground Road Dillsburg, PA 17019 ~+ Katherine Marie Kula Albert Granddaughter 10,000.00 38 Dogwood Lane Dillsburg, PA 17019 '~ Melissa Susan McCaleb Granddaughter 10,000.00 6226 Westover Drive Mechanicsburg, PA 17050 5 Mary E. Kula Daughter 413,936.70 125 Harrisburg Pike Dillsburg, PA 17019 7 Marlin R. McCaleb Son 413,936.70 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Trindle Spring Lutheran Church, - specific bequest per Item SECOND.A of Will. 5,000.00 .~w~~~ Ar A•!1T 11 C'~ITCr] T/1TA1 I.I/11.1 TAVA01 C f11CTDIGI IT III AIC l~Al I IAIC 1Z !1C QC\/ iSf1r1 l`f1VGR C4.lFGT I$ 5 0~0 ~~ (If more space is needed, insert additional sheets of the same size) ..__. ._._~. ~_~ nnnn [-.. ....f....-... ....1.. TL... 1 ~..Lnn. !`_.r~nn Inn Enrm REV-1513 EX /Rrv a_nn1 LAST WILL AND TESTAMENT I, MARY D. McCALEB, also known as MARY G. McCALEB, of the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Co-Executors, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I hereby make the following specific bequests: A. I give and bequeath the sum of Five Thousand and No/100 ($5,000.00) Dollars unto the TRINDLE SPRING LUTHERAN CHURCH, of Mechanicsburg, Pennsylvania, for use in the general fund. B. I give and bequeath the sum of Ten Thousand and No/100 ($10,000.00) Dollars unto my granddaughter, CAROL LYNN KULA, absolutely, if she survives rne. C. I give and bequeath the sum of Ten Thousand and No/100 ($10,000.00) Dollars unto my granddaughter, KATHERINE MARIE KULA, absolutely, if she survives me. D. I give and bequeath the sum of Ten Thousand and No/100 ($10,000.00) Dollars unto my granddaughter, MELISSA SUSAN McCALEB, LAW OFFICES ~RLIN R. McCALE:B absolutely, if she survives me. Provided, however, that if my said granddaughter has not ~~ ~~ attained the age of twenty-one (21) years at the time of distribution of my estate, then and in that event I order and direct that the bequest herein provided for her shall be paid over and distributed unto her parents, MARLIN R. McCALEB and SUSAN SHANAMAN McCALEB (or to the survivor of them if either is not then living), as my Trustees, IN TRUST, NEVERTHELESS, to hold, manage, invest and reinvest the same and the income therefrom, and after paying all expenses incident to the management of the Trust, to use and apply from time to time such portions of the principal and the net income of the Trust as may be necessary, in the sole and absolute discretion of my Trustees, for the comfortable support, maintenance, care and education, including college or other post-high school education or training, of my said granddaughter. My Trustees shall hold all income and principal from this Trust free from all claims, attachments, judgments, executions and liens of every kind and nature by creditors of my granddaughter and my granddaughter shall have no power to anticipate, assign, alienate, pledge, charge or encumber the income or principal of this Trust. When my granddaughter attains the age of twenty-one (21) LAW OFFICES MARLIN R. McCP,LEB years, this Trust shall terminate and my Trustees shall pay over and distribute the remaining balance of principal and accumulated income, if any, to her. If my granddaughter shall die before attaining the age of twenty-one (21) years, then upon her death this Trust shall terminate and my Trustees shall pay over and distribute the remaining balance of principal and accumulated income, if any, unto -2- her intestate heirs as determined by the intestate laws of the Commonwealth of Pennsylvania then in effect. THIRD. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares unto my children, namely: MARLIN R. McCALEB and MARY E. KULA, share and share alike, absolutely and in fee simple. FOURTH. In addition to any other powers conferred by law, my Trustees named in Item SECOND, above, are hereby expressly authorized and empowered at all times, in their sole and absolute discretion: A. To purchase, invest in or otherwise acquire and to retain, whether originally a part of the Trust estate or subsequently acquired, any and all stocks, bonds, notes or other securities, or any variety of real or personal property, including stocks or interests in investment trusts and common funds maintained by any bank, or interest-bearing accounts or certificates issued by any bank, as they may deem advisable without being limited by any statute or rule of law prescribing or relating to legal investments by trustees; and to hold or retain cash or readily marketable securities of little or no yield for such periods as they may deem advisable. Investments need not be diversified and may be made or retained with a view to a possible increase in value. B. To sell at public or private sale, to exchange or lease, for any LAW OFFICES MARLIN R. McCALEB period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they may -3- deem proper. C. To allocate receipts and expenses to principal or income, or partly to each, as they may from time to time deem proper in their sole discretion. FIFTH. All federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my residuary estate and shall be paid out of the residue of my estate without apportionment or right of reimbursement. LASTLY. I nominate, constitute and appoint my children, MARLIN R. McCALEB and MARY E. KULA, Co-Executors of this, my Last Will and Testament, each to serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, MARY D. McCALEB, also known as MARY G. McCALEB, have hereunto set my hand and seal to this, my Last Will and Testament which consists of five (5) typewritten pages to each of which I have affixed my signature this ~ ~` . day of ~ ~~.._~.~ , A.D., One Thousand Nine Hundred Ninety-Three (1993). /e~o~' fit..-'. ~~.~'C~~c.-C~~~ -'(SEAL) The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof LAW OFFICES v1ARLIN R. McCALEB -4- signed, sealed, published and declared by MARY D. McCALEB, also known as MARY ;- ,. ~, ~~ LAW OFFICES v1ARLIN R. McCALEB G. McCALEB, the Testatrix therein named, 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 subscribed our names as witnesses hereto. :~ -5- AGREEMENT OF SALE THIS AGREEMENT is entered into this ~3~c/' day of April, 2008, by and between Marlin R. McCaleb and Mary E. Kula, Co- Executors under the Last Will and Testament of Mary D. McCaleb, late of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, Deceased, hereinafter called SELLER (whether singular or plural) and Michael J. Trump and Catherine R. Owens hereinafter called PURCHASER (whether singular or plural). IT IS MUTUALLY AGREED AS FOLLOWS: 1. The SELLER agrees to sell, grant and convey to the PURCHASER, and the PURCHASER agrees to purchase and accept the conveyance of, the following described real estate: ALL that certain house and tract of land known and numbered as 213 West Maplewood Avenue, Borough of Mechanicsburg, Cumberland County, Pennsylvania. This sale and purchase (and purchase price) following items of personal property: the r~ dryer and bar in the basement; the electric and the window air conditioning unit in the such items are sold by SELLER and purchased without warranty by SELLER. includes the ~frigerator, washer, stove in the kitchen; dining room. All by PURCHASER "AS IS", 2. PURCHASER agrees to pay the sum of $149,000.00 to the SELLER as the full purchase price and consideration for said real estate and personalty, payable as follows: $1,000.00 upon the execution and delivery of this Agreement, the receipt of which is hereby acknowledged, the same to be held by Marlin R. McCaleb, Esq., without obligation of interest, in his IOLTA Account, to be paid to SELLER at final settlement; and $148,000.00, the balance of the purchase price, in cash at settlement of this transaction as scheduled and provided hereinbelow. 3. Final settlement of this transaction shall be made at the Law Offices of Marlin R. McCaleb, Esq., 219 East Main Street, Mechanicsburg,- Pennsylvania, or such other place as the parties may agree and shall be made on or before June 13, 2008, time being of the essence hereof. At final settlement, SELLER shall tender to PURCHASER a properly drawn and executed deed with fiduciary warranty conveying to the PURCHASER a good and marketable title in fee simple, clear of all encumbrances except easements or building and use restrictions, visible on the ground or of prior record. SELLER shall also pay PURCHASER'S settlement/closing costs, up to a maximum of $5,000.00. 4. All real estate taxes for the current year shall be pro-rated between the parties as of the date of final settlement (County and Borough or Township taxes on a January 1st to December 31st basis, and School District taxes on a July 1st to Schedule A.1 June 30th basis). Pennsylvania Realty Transfer Tax and any other sale or transfer taxes shall be paid equally by SELLER and PURCHASER. 5. SELLER shall deliver possession of the said premises and personalty to PURCHASER at the time of final settlement. 6. SELLER assumes the risk of loss by fire or other casualty until transfer of title and agrees that the property shall remain in substantially its present condition until the date of settlement, reasonable wear and tear excepted, and if it is not, PURCHASER may rescind this Agreement. 7. This Agreement is contingent upon PURCHASER obtaining mortgage financing in the principal amount of at least $149,000.00, amortized over a term of at least twenty (20) years, with interest not to exceed the rate of ~_ per centum per annum. PURCHASER shall act in good faith and shall do all things reasonable and necessary to seek and obtain such mortgage financing but if, despite PURCHASER'S good faith efforts, PURCHASER is unable to obtain a commitment for such mortgage financing by May 30, 2008, then PURCHASER shall have the option, upon notice in writing delivered to SELLER not later than June 2, 2008, time being of the essence hereof, to rescind this Agreement. 8. SELLER represents and warrants that the plumbing (including septic or other sewage disposal system, if any), heating and electrical systems for the above-described premises are operable and in good working order and that they will be and remain in such condition through and including the date of settlement, and if they are not,_PURCHASER shall have the right to rescind this Agreement. SELLER has already, at SELLER'S expense, made electrical repairs as set forth in the invoice of Wrightstone Electric. Inc., dated April 3, 2008 9. SELLER will, at SELLER'S expense and before final settlement as provided above, repair the existing chimney (including repair of the damper) and replace the existing roofs upon the dwelling and the detached garage with new roofs of like material, as set forth in the proposal of W. A. Klawitter Construction dated March 21, 2008. 10. The parties agree that PURCHASER has inspected the said premises and that except as provided in Paragraph 9, above, PURCHASER has agreed to purchase the premises as the result of that inspection and not because of or in reliance upon any representation or warranty made by SELLER or by any agent or representative of SELLER, and that except as provided in Paragraph 9, above, PURCHASER is purchasing the said premises in "AS IS" condition. -2- Schedule A.1 11. Mary D. McCaleb died on October 1, 2007, a resident of the State of Pennsylvania. Neither the Pennsylvania inheritance tax, if any, nor the federal estate tax, if any, due with respect to her Estate have been determined or paid as of the date hereof. In the event that same have not been determined and paid as of the time of final settlement, such non-determination and non- payment of said estate and/or inheritance taxes shall not constitute an objection to the title to the said premises, nor a ground for the rejection of title. SELLER agrees to hold PURCHASER harmless from the collection of any such estate and/or inheritance taxes out of the premises to be sold hereby, and SELLER will cause said taxes to be duly paid when finally determined. The provisions of this paragraph shall survive the delivery of the deed. 12. If PURCHASER exercises the right to rescind this Agreement as provided hereinabove, then the amount paid down as hand money, to wit: $1,000.00, shall be returned by SELLER to PURCHASER and neither party shall thereafter have any further obligation to the other. 13. Should PURCHASER fail to make settlement as herein provided, or otherwise fail to perform any of the terms and conditions herein required of PURCHASER, then SELLER shall have all available remedies at law or in equity and the amount paid down as hand money, to wit: $1,000.00, may, at SELLER`S option, be retained by SELLER as liquidated damages or applied on account of the purchase price. Should SELLER fail or refuse to convey as herein provided, then in addition to all other remedies at law or in equity, PURCHASER may require the return of the hand money paid, to wit: $1,000.00 and reasonable title examination expenses incurred by PURCHASER. FOR the performance of this Agreement and intending to be legally bound hereby, the parties bind themselves, their heirs, personal representatives, successors and assigns, by their hands and seals the day and year first w SELLER: (SEAL) (SEAL) Co-Executors under the Last Will and Testament of Mary D. McCaleb, Deceased .y~ ~~ ~~~n PURCHASER : ~ I~'CwGtrtCt~ Crtww,i-' ( SEAL ) is e1~~~1'U~ (SEAL) Catherine R. Owens -3- Schedule A.l A. S•ettlernent Statement B. Tvae of Loan U.S. Department of Housing and Urban Development (1MR Annrnvsl Aln 9f"fl2r1000 /......:...~ ~ ~ /~n.nnnn. ~w ~ . 1. pFHA 2. I]FmHA 3. 81Conv. Unins. 4. pVA 5. Conv.lns. 6. File Number PYO08-35RCS -- - - - - - ---- 7. Loan Number - ~~..~ rmnr. 8. Mortgage Insurance Case Number is orm n mr grve you s amen a co s. ou spa o an y men agen are s C. Note: Items marked "(p.o.c.)"were paid outside tt,e dosing; they are ahaMrrt here for inrormation purposes and are not inducted m the total,. WARNING: It is a crime to krawirgly make false statements to the UnMed States on this ar arry other similar form. Penaftiea upon convicllon can include a fine and im .For details see: TRIe 18 U. S. Code Section 1001 and Section 1010. TitleExpress Settlement System D. NAME OF BORROWER: Michael J. Trump and Catherine R. Owens ADDRESS: E. NAME OF SELLER: Estate of Mary D. McCaleb ADDRESS: F. NAME OF LENDER: American Home Bank, N.A. ADDRESS: 3840 Hem land Road Mountville PA 17554 G. PROPERTY ADDRESS: 213 W. Maplewood Avenue, Mechanicsburg, PA 17055 Mechanicsbur Borou h H. SETTLEMENT AGENT: Pyramid Land Transfer, LLC PLACE OF SETTLEMENT: 55 West Church Avenue Carlisle PA 17013 I. SETTLEMENT DATE: 0611112008 J. SUMMARY OF BORR WER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 149 000.00 401. Contract sales rice 149 000.00 102. Personal Pro rt 402. Personal Pro e 103. Settlement char es to borrower line 1400 8 581.69 403. 104. 404, 105. 405. Ad'ustments for items aid b seller i n advance Ad'ustments for items aid b seller i n advance 107. Count taxes 06111108 to 12131108 377.20 407. Coun taxes 06111108 to 12131108 377.20 108. School Taxes 06111108to06130108 89.72 408. School Taxes 06111108to06130108 gg,72 109. Sewer/Refuse 06111108 to 06130108 23.80 409. Sewer/Refuse 06111108 to 06130108 23.80 110. 410. 111. 411, 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 158 072.41 420. GROSS AMOUNT DUE TO SELLER 149 490.72 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. De sit or earnest mone 1000.00 501. Excess De osit see instructions 1000.00 202. Princi al amount of new loans 147 831.00 502, Settlement cha es to seller line 1400 1 500.00 203. Existin loans taken sub'ect to 503. Existin loan s taken sub'ect to 2~• 504. Pa off of First Mort a Loan 205. 505. 206. 506. 207. Seller Assist 1777.34 507. Seller Assist 1777.34 208, Seller Paid Pre aids 3 222.66 508. Seller Paid Pre aids 3 222.66 209. 509, Ad'ustments for items un aid b seller Ad ustments for items un aid b seller 213. 513. 214. 514. 215• 515. 216. 516. 217. 517. 218• 518. 219, 519. 220. TOTAL PAID BYIFOR BORROWER 153 831.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 7 500.00 300. CASH AT SETTLEMENT FROM OR TO BORR OWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower line 120 158 072.41 601. Gross amount due to seller line 420 149 490.72 302. Less amounts aid b Ifor borrower line 220 153 831.00 602. Less reduction amount due seller line 520 7 500.00 303. CASH FROM BORROWER 4 241.41 603. CASH TO SELLER 141990.72 SUBSTITUTE FGRM 1099 SELLER STATEMENT: The intortnation contained herein is important tax intortnatbn and is being furnished to the Internal Revenue Service. H you are required to file a return, a negligence penaky or other sanction will ba imposed on you if Chia item is required to be reported end the IRS determines that it has not been reported. The ConUact Sales Price described on line 401 above constitutes the Gross Proceeds of this transaction. SELLER INSTRUCTIONS: If this real estate wee your principal residence, file Form 2119, Sale or Exchange Of Principal Residence, for any gain, with yore Income tax return; for other trenaedions, complete the applicable parts of Forth 4797, Forth 6252 and/or Schedule 0 (Form 1040). You are required by law to provide the settlement agent (Fed. Tax ID No: with your correct taxpayer ident~cation number. K you do not provide your correct taxpayer ident~cation number, you maybe subject to civil or criminal penalties imposed by law. nder pane ties perjury, I certify that the number shown on this statement is my correct taxpayer identification number. TIN: SELLER(S) NEW MAILING ADDRESS: SELLER(S) SIGNATURE(S): Schedule A-1 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT File Number: PY008.35 FINAL PAGE 2 TitleFxnrt?sc Settlement Rvstam L. SETTLEMENT CHARGES PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION based on rice $149 000,00 0.000 = BORROWER'S SELLER'S Division of commission line 700 as follows: FUNDS AT FUNDS AT 701. tD SETTLEMENT SETTLEMENT 702. to 703. Commission aid at Settlement 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori ination Fee 802. Loan Discount 803. A sisal Fee to American Home Ban N.A. LR 375.00 804. Credit R rt to American Home Bank N.A. LR 20.00 805. Lender's Ins ion Fee to American Home Bank N.A. LR 75.00 806. 1st American Ffood Data to American Home Ban N.A. LR 12.50 807. Processin Fee to American Home Ban N.A. LR 200.00 808. Wire Fee to American Home Bank N.A. LR 25.00 809. Lender Commitment Fee to American Home Ban N.A. LR 350.00 810. Additional Fee to American Home Ban N.A. LR 25.00 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 0611112008 to 0710112008 24.3000 Ida 20 Da s LR 486.00 902. Mort a e Insurance Premium for to 903. Hazard Insurance Premium for 1 ear to Mutual Benefit Insurance P.O.C. 401.00 Bu er 904. FHA Mt Ins Prem to De of Housin & Urban Develo merit LR 2184.70 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance 3 mo. 33.42 Imo LR 100.26 1002. Mort a e Insurance mo. 60.35 !mo 1003. Cit Pro rt Tax mo. Imo 1004. Count Pro rt Tax 6 mo. 56.40 Imo LR 338.40 1005. School Taxes 13 mo. 136.84 Imo LR 1 778.92 1009. A re ate Anal sis Ad'ustment to American Home Ban N.A. LR -348.84 1100. TITLE CHARGES 1101. Settlement or closin fee 1102. Abstract or title search 1103. Doc Retrieval Fee to ramid Land Transfer LLC 50.00 1104. Title insurance binder 1105. Document Pre aration 1106. Note Fees to Saidis Flower & Lindsa 22.00 10.00 1107. Attome 's fees to Marlin McCaleb Es . POC SELLER. includes above items No: 1108. Title Insurance to Abstract Com an of Central PA Inc. 1 103.75 includes above items No: 1109. Lender's Poiic 147 831.00 - 1110. Owner's Polic 149 000.00 -1103.75 1111. END 100 300 8.1 to Abstract Com an of Central PA Inc. 150.00 1112. Insured Closin Letter to Abstract Com an of Central PA Inc. 35.00 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordin Fees Deed 38.50 • Mort a 50.50 • Release 89.00 1202. Cit !Count tax/stam s Deed 1 490.00 • Mort a e 1 490.00 1203. State Taxistam s Deed 1490.00 • Mort a e 1490.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Fed Ex Ldr Pk to ramid Land Transfer LLC 20.00 1302. 1303. 1304. 1305. 1306. 1307. 1308. 1400. TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Section K 8 581.69 1 500.00 HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUD-1 Settlement Statement end to the best of my knowledge end belief, ft Is a true end accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that 1 have received a copy of the HUD-1 Settlement Statement. . WARNING: lT tS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION 1 h or use the funds to be disbursed in accordance with this statement. CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: ~ ~....--^ ^9 U. S. CODE SECTION 1001 AND SECTION 1010. B 1-I~~Trump ~tlR1tl1' w~a ~, ~~o; ~:;~pw~ pp,r ~auK 4~2-~;a5-2~a~ ~~~ ~,~2~ ~~. ! ~~ '. ~ PNCBANC The ihlnking Sehlnd lbe Money octaber 22, 2oa7 Marlin McCaleb ' 219 E Main St PO Eox 230 Mechanicsburg, PA 17055 RE: Mary D :vlcCalcb (Deceased) SSN: 169-14-5599 DUD: ]0-01-2007 Ikar Mr. McCalcb: In response to youx request ,far Date of Death balances for the cl,stomer Hated above, our ! records show the following: i Checking Account Aacount#~ 5070115092 Established 10-30-1959 9I 1ViARY D MCCALEE DOD balance: $16,33$.03 + 0.00 accrued interest Savings Account ~ Account # 5030122458 Established 02.27.1984 MARY D MCCALEB DOD balance: $56,436.64 + 14.52 accrued interest j Tlxc dcccdetrt ~rtaintaincd lnvestrnent Account # 14149689 & 60981908. For further information, you may all the Brokerage Department at 1-800-7b2-6111,. Page 1 of 2 Schedule E-3 and 4 ~u'C'Y (~ L~~i)i~ ~ iJ~IYI G~~ J~1Y11 ~~~~-~ilJ-L7Y~ IV ;1, J4lLJ Please note that this oi~ice only provides date of death balances for deposit accounts (IltAs, CDs, Checking and Savings accounts}. We do not prnoeas any financial transaetians or provide ataten-ents. If you Deed assistance with any of these items, please call 1-888-PNC-HANK (1-888-?62-2265) or stop by your local pNC Bank branch office. Sincerely, Cogeen Crowder 1-$00-762-i775 P7-PFSC-04-F 500 First A~~e Pittsburgh, PA 15219 Member FDIC Page 2 of 2 Schedule E.3 and 4 Kelley Blue Book -Private Party Pricing Report -Buick, LaCrosse ~~~ ~~~-1~~~. • ~ ~~~ advertisement Page 1 of ._ ~:. _ _ _ _. ., ___.__.~ _.W _. ____~_.. _~. _.. _._ .._ ._.___ _ .._ . e_.._. _ , _ _ _ _.__. __.__. Quick Dealer Price Quote Search Used Car Listings List Your Car for Sale A~S ' ~ ~~~ K " ` ~ . r Home > Used Tars. > 2009 > Buick > L$5955~ > ,CX Sedan 4D > Equipment Print This F 2005 Buick LaCrosse CX Sedan 4D Trade-In Value . _._ _~ ~_._.__~ _._~_ ___ .~_______~~__ _._~ __ _~ .____~ __.._ Private Party Value ~~~~ ~~~~~ ~R~YQ~ ~~~'''~` ~~1~ ~ u~H ~r• r > Suggested Retail Value ~_._ ______ . _ _~.___ . _____~ _. r s ws . ___ .~ _... _ ._ ..___... .. Photo Gallery -_- ..._____ Compare Vehicles NEwI Condition ,: ~.uHr,ra rH~s= Value Review ExCetient $14,240 Consumer Ratings Find Your Next Car Good $13,380 Specifications ~ i Fafr $12,255 More Photos Shopping Tools Search Local Listings ~ ~ ~ ~ ~ ~ ~ Sell Your Sedan F CARFf X R d Ch k ree ~ ecor ec Auto Loan from 6.65% APR Compare Insurance Rates Payment Calculator Extended Niarranty Quote Print For Sale Sign on Blue Book Classifieds'" Bwck t_aCrosse _ ,{ 30 Miles or less ZIP Code 17055 To View Ads, Click Similar New Vehicles j 2008 Buick LaCrosse Photos Review Pri in 5E11. YaUR USED CIkR on Blue Book: Classifieds'" Reach millions of shoppers on kbb.com, Cars.com, and other popular sites. Find out more, Click FIRQ THE. Rl~HT CAR a Compare Used vs. New Read Reviews Review This Vehicle 2008 Ford Taurus s Pho os Pricing More Results » Schedule E.5 Average Consumer Rating (41 Reviews) ~~'~? 4.2 out of 5 http://WwW.kbb.com/KBB/iTsedC".arc/PricinoRPn~,+-t ~erw7trirl-AP.T~f....,,.F ..+....__r~-nn _ _• , ~ ~--~- -~~- - Kelley Blue Book -Select Equipment -Buick, LaCrosse K~~~~ B~ ,r>ff~ nEUSZ~ ~~sou>ece. . ~ i t~r~h Page 1 of ~~~i __-.. ___~ ._~ _ _._ _...~ __ Q_.___ _ ~" ~ ~ _ _ ~___ ._._____.__ _._ ._ __. ,__ ~..._. _ ___ uick Dealer Price uote Search Used Car Listin s List Your Car for Safe ~~~Q Ct~~ Home'> S:.drfi > 2005 > i3uick > Crosse > CX Sedan 4D J'L ~L%.:1 LL1UI1 1F1~1~~ ', Q~.UG i7U U~ CL~[~~[f'~~]~ ~G11C~ ~3Ea CG[ ~:,lil6~s Vehicle Details Quickly browse Chrough 17055 Engine: V6 3.8 Liter Current ZIP Code ,_,_,___,.W„_, e00500g ~ d s to ehid find exactly the car or truck you want. Drivetrain: FWD Transmission: Automatic advertisement ----- Mileage: 3394 m_.__~._-.._.t Equipment (standard items selected) C'! Air Conditioning L~ DVD System Power Steering t' i I.'..~ Dual Front Air Bags ~ ~ 1'_' Power Windows il L..J Front Side Air Bags i I_'. Power Door Locks ^ F&R Side Air Bags 1'' Tilt Wheel I .' ABS (4-Wheel) L', Cruise Control ~ Traction Control L~,.' AP1/FM Stereo i 1....? Leather Cassette ~ Power Seat it-'--~~' Single Compact Disc 1~~, Dual Power Seats i1--.---- Multi Compact Disc 1rf_~~.i Flip-Up Roof t._. MP3 (Single CD) li.; Sun Roof 1_.. MP3 (Multi CD) 1_, Moon Roof i1. 'Premium Sound iL------ Rear Spoiler I.__. Integrated Phone iL_~ Alloy Wheels t''; OnStar il1~=--' Premium Wheels Navigation System l.. _ Premium Wheels 19"+ Please configure your vehicle, then click I r;~:; Email l"his Page Schedule E.5 httU://www.kbb.com/KBR/Selection/F.m,;,,rt,P„t acnv9ncir1-1.771 _'1111 C C ')') 1 p.~-:a-n o_r .r____r_ _. ~ + - ~ -- - -- - ---- advertisement ~~elley Blue Book -Private Party Pricing Report -Buick, LaCrosse r~IO,ooo to gis,ooo ~ t__,____ _ _,_ _._ __ Both New and Used w Vehicle Highlights Sedan {_ Mileage: 3,394 Engine: V6 3.8 Liter To View list, Click Transmission: Automatic Drivetrain: FWD ~'~E~" ANQ~HE~ Y~HI~LE -_.. __ _ _ ____ _ _ ___~____~_ Select Year... ;c -- - Selected Equipment Select Make.. "-`~'~" _ ` ~ Standard ~ El~et Mode.L.. Air Conditioning Tilt Wheel Or Search by Category Power Steering Cruise Control Or Change ZIP Code Power Windows AMJFM Stereo Power Door Locks Single Compact Disc Page 2 of Estimated Payments $,265_/mQ x_6.35°/u_ AP_ R t°i~k ;a-tart~,ls Get aPre-Owned Loan from 6.65 APR ', Your Credit Score for Free Change Equipment ' Get a Free Insurance Quote OnStar advertisement Dual Front Air Bags Power Seat `~° ~ Fin~Yot~Buick43ealer. Blue Book Private Party Value ENTEF 1r CODE ~~ Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "AS Is" and carries no warranty (other than the continuing factory warcanty). The final sale price may vary depending on the vehicle's „ actual condition and loca4 market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Vehicle Condition Ratings Check Vehicle Title History Exce{{ent $14,240 "Excellent" condition means that the vehicle looks new, is in excellent mechanical condition and needs no reconditioning. This vehicle has never had any paint or body work and is free of rust. The vehicle has a clean title history and will pass a smog and safety inspection. The engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. The vehicle also has complete and verifiable service records. Less than 5°/n of all used vehicles fall into this category. Good ~' $13,380 "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean title history, the paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fair $12,255 "Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but is stilt in reasonable running condition. This vehicle has a clean title history, the paint, body and/or interior need work performed by a professional, The tires may need to be replaced. There may be some repairable rust damage. Schedule E.5 http://www.kbb.corn/KBB/LTsedCars/PricinoRP.,r.~-t a~rV~+ti-~,~-n.err~r~~„r ~*,.------Ta_ti o _ _ -...... _... _ 10109!2007 14:12 7176914051 PNC INVESTMENT PAGE 02!16 ~'~VC 11\(VESTM~~(TS A dbltlrh nt,'_},n,1'i16.+n1. W.l 1~~ Ana. memnn NriY. ttul ilPf October 3, 2007 .Marlin R McCaleb Attonaey-at-Laver 219 East Main Street .Mechanicsburg, PA l'i055 Ris': !;state of Mary• D NTcGaleb Date of Death Valuation Dare of Death 10. U 1(2007 bear Mr. McCaleb: The date of death valt:les foe securities held by Mary' .>) McCaleb in her PNC bnvcstment Account Nulmber 601:E-8369 are as fo.lTows: IOR.523 shares Blaclcroek inteztlational Oppt',~s Svc a' $50.25 per share - 5, 453.2807 6147.953 shares Eton Vance Large Cap Val A. ra 23.26 per share - 14 3 , o 01, 3 8 3058.559 shares Fcdc::~atcd Equty Kaufmnn ~1. ~ 11.70 per share - 20, 492 , 345 352.801 shares-Fed T~:~ty Kaufmn Sml Cp A (~ 26.84 per share - 9, 469,1788 4693.839 shares Fid ~'i.dv VIII Div lntf T ~ 25.64 per share - 120, 350 , 03 48.129 shares Frsllcis, Sm Cap Val Fd A ~a' 46.33 per share - 4, 546 , 3165 4575.06 i shares Gwt)'t Fund Amer Tnc C1 F @ 37.69 per share - 172 , 434 , 04 632.671 shares Oppe•atunr Equity Tnc Fd A ,~ 30.17 per share - 19 , o s 7.6 s 4 1~irs. McCaleb ~vaa th+;~ owner of two Allstate Ann Total 494,834,2729 uities G.A.0682657 aad Gr1:Z80469. I have contacted Allstate Claims Department, au~d they will be sending a Date Of:Death Value a1on~ with the ]'}oath C.laizzt l:orms. l'1ea.4e feel free to conl:;:ict me if you need further .information. Sincerely, C.harlcs L Little, CFA Vice President :Senior Financial Consultant A mcmlf~r of The P'dC Financial Services f+rnup 't East IVlain 5trcrt hlcrharit'sbarg Pcnns}•iv~nia 17455 www.pncinvcstmcnt...;dm Important lew:atar It{fnrmatMw}:Senttll+•i:,nr{ I~rrda•ta~µ•!d'lvin{ tur prtvidcr! ~n• PNCInvc~tmrrl5„~ :IlvF;i:rn u1 I.1.8. Hlltiattl.lydA. Lynns. lnc. numl-,c• N"SE tt•vt 11Yt: Arnuttirs and urh; r ins.irnnrr txctluers ~ .Ak~lsavi~lau ;m• nrfi•rrd Hy PkC Ir~uii ulrr Srrviocs, In^ and 1.1.(x. Hiilinnl, W,I. Lvr;na, Inc. iscnxd irnurmuc nii{•neirs, '~~~C'{~r~trcc Schedule E.13 Allstate Life Insurance Company P.O. Box 94212 Palatine, IL 60094-4212 Telephone: (877) 499-6418 Facsimile: (866) 635-4523 October 12, 2007 Marlin R McCaleb Attorney at Law 219 E. Main Street Mechanicsburg, PA 17055 Re: Mary D. McCaleb Contract No: GA280469 Dear Mr. McCaleb: ~~ Allstate... You're in good hands. We have been requested to complete IRS Form 712 with regard to the above referenced contract. The purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or its proceeds as of a certain date (usually the owner's date of death or date of transfer of the contract). This contract is an annuity contract, which is not reportable on IRS Form 712. The following information is provided for estate purposes only as of the date specified: Date of Death: October 1, 2007 Annuity Value* as of Date of Death: $ 151,206.06 Cost Basis: $ 107,600.00 Named Beneficiary: Marlin R. McCaleb, Mary E. Kula *The actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender Charges. if you have any questions, please contact me at 1-877-499-6418 Ext. 86482. Sincerely, V Y Valarie Melton Sr. Claim Examiner Schedule G.1 Allstate Life Insurance Company P.O. Box 94212 Palatine, IL 60094-4212 Telephone: (877) 499-6418 Facsimile: (866) 635-4523 October 12, 2007 Marlin R McCaleb Attorney at Law 219 E. Main Street Mechanicsburg, PA 17055 Re: Mary D. McCaleb Contract No: GA0682657 Dear Mr. McCaleb: ~~ ~ ~ ~~~~~ a: 'You`re. in good hands. We have been requested to complete IRS Form 712 with regard to the above referenced contract. The purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or its proceeds as of a certain date (usually the owner's date of death or date of transfer of the contract). This contract is an annuity contract, which is not reportable on IRS Form 712. The following information is provided for estate purposes only as of the date specified: Date of Death: October 1, 2007 Annuity Value* as of Date of Death: $ 12,767.80 Cost Basis: $ 10,000.00 Named Beneficiary: ~ Jarrett R. Albert, Wyatt J. Wirfel *The actual amount paid may differ due to Market Value Ad}ustments and/or any applicable Surrender Charges. If you have any questions, please contact me at 1-877-499-6418 Ext. 86482. Sincerely, ~~ Valarie Melton Sr. Claim Examiner Schedule G.2 25 Toll Free S L D T 0 BZIG i Al?~ OZ.~h~ . onv~ sus~~~ _: Invoice Number. Invoice Date: December 11, 2007 BILL TO ESTATE OF MARY McCALEB MARLIN R. McCALEB CO EXECUTOR 219 EAST MAIN STREET ~ MECHANICSBURG, PA 17055 Inspector's Name REX BOWERS Buver • Seller UNKNOWN UNKNOWN Property Inspected 213 WEST MAPLEWOOD AVENUE MECHANICSBURG, PA Wood Destroying Insect Report .................................................... TERMITE TREATMENT HOUSE Wood Destroying Insect Treatment ............................................... TERMITE TREATMENT GARAGE Pest Control Treatment ................................................................... Other (Explain] PAID IN FULL CHECK # 121 AMOUNT OF $927.50 Schedule H.B.7.2 Sales Tax ~ 6% $625.00 $250.00 Inspection Requested Bv: N/A 552.50 Total Amount Due PAYMENT IS DUE UPON RECEIPT OF THIS INVOICE UNLESS OTHER ARRANGEMENTS HAVE BEEN MADE IN ADVANCE. A 1S •/.INTEREST CHARGE+LATE CHARGES will apply to sU balances mon than 30 days past dae. u not paid within the agreed time yon will be responsible for COLLECTION AND ATTORNEY FEES iadndiag DVTEREST FEES AND LATE FEES. $927.50 PLEASE NOTE Destroying Insect Inspection Report Notice: Please read important consumer information on page 2. Section 1. General Information sour Inspection Company, Address, 8 Phone p~gT ompanys usrness rc. o. PA - 1316 c r November 20, 2007 BOWERS PEST CONTROL c `' L 25 RAfLROAD AVENUE YORK HAVEN, PA f73~o Fax,r T17 - 2ti6- trrza EMAIL: bpc~bowerspestcontrol.com T011 Flee ~•8 97.0077 Address of Property Inspected ~ 213 WEST MAPLEWOOD AVENUE MECHANICSBURG, PA t e um r: Inspectors Name, Signature, & Certification, Registration, or Lic. # ~ ~ ~~.~,..~~ PA LICENSE # 010239 REX A BOWERS Structure(s) Inspected SINGLE RESIDGARAGE D DETACHED Section il. inspection Findings This report is indicative of the condition of the above identified structure(s) on the date of inspection and is not to be construed as a guarantee or warranty against Patent, concealed, or future infestations or defects. Based on a careful visual inspection of the readily accessible areas of the structure(s) inspected: A. No visible evidence of a wood destroying insect infestation was observed. ® B. Visible evidence of a wood destroying insect infestation was observed as follows: 1. Live insects (description and location): ® 2. Dead insects, insect parts, frass, shelter tubes, exit holes, or staining (description and location): TERMITES INTO 30ISTS AND SUB-FLOORING IN AREAS MARKED ON ATTACHED GRAPH. 3. Visible damage from wood destroying insects was noted as follows (description and location): NOTE.. This is not a structural amaae report. If box B above is checked, it should be understood that some degree of damage, including hidden damage, may be present If any questions arise regarding damage indicated by this report, it is recommended that the buyer or any interested parties contact a qualified structural professional to determine the extent of damage and the need for repairs. ®Yes ^ No It appears that the structure(s) or a portion thereof may have been previously treated. Evidence of previous treatment: BOWERS PEST CONTROL TREATED ABOVE PROPERTY FOR TERMITES 12-11-2007 The inspecting company can give no assurances with regard to work done and other companies. The company that pertormed the treatment should be contacted for information on treatment and any warranty or service agreement which may be in place. Section III Recommendations No treatment recommended: (Explain if Box B in Section II is checked) ® Recommended treatment for the control of. Subterranean Termites (Recticulitermes, sp. , Heteroterms, sp ) SeCtlOn IY. Obstructions ~ Inaccessible Areas The following areas of the structure(s) inspected were obstructed or inaccessible: Basement SEE: ^ [) Crawlspace ATTACHED INSPECTION GRAPH FOR OBSTRUCTIONS ^ Main Level ANDlOR AREAS INACCESSIBLE OR CONDUCIVE TO WOOD DESTROYING INSECTS. BOWERS PEST CONTROL CANNOT ^ Attic ^ Garage GUARANTEE THAT ALL INACCESSIBLE AREAS, NOR ALL ITEMS ^ Exterior THAT ARE CONDUCIVE TO WOOD DESTROYING INSECTS ARE MA D IN P IO PH. PET T ~ ^ Porch [IAddition er h ^ Ot ~ The inspector may write out obstructions or use the following optional key: 1. Fixed ceilings 13. Only visual access 2. Suspended ceiling 14. Guttered condition 3. Fixed wall covenng 15. Standing water 4. Floor covering 16. Dense ve~etaticn 5. insulation 17, Exterior siding 6. Cabinets or shelving 18. IAilmdow well covers 7. Stored items l 9. Woodpile $. Furnishings zo. Snow g• Appliances 21, Unsafe conditions 10. No axes or entry 22. Rigid foam board 11. Limited access 23. Synthetic stucco 12. No access beneath 2a. Duct work, plumbing, andlor wiring tg ( ~t Q pt t ~ BOW~RS PEST CrON~ROL TR~A~ED ABO~>~ PR~PEILTYs~Nr12 11 20~Ta1 part of the report) Attachments INVOICE, INSPECTION REPORT, INSPECTION GRAPH TERMITE RETREATMENT WARRANTY, TREATMENT GRAPH ignature of Seller(s) or Ouvner(s) if refinancing. Seller acknowledges Signature of Buyer. The undersigned hereby acknowledges hat all information regarding W.D.I. infestation,damage repair and treatment istory has been disdosed to the buyer. Estate of Mary D. McCaleb receipt of a copy of both page I and page 2 of this report and understands the information reported. X X Orm NPMA-33(9/01/04) 2004 National Pest Managemertt Associalion-AN Rights Reserved. No reprodud'an Of this roan is permitted without e~~ress permission Of NPMA Form NPCA-f is obsolete after f2/31/D4- - _ ._ _ Page 2 of 4 Co-Executors` Schedule H.B.7.2 BUILDING ANALYSIS REPORT THE HOME / NSPECTION fACTBODK ,. Schedule H.B.7.3. to / ~ i ~~ /~ 7i 7 :S`Z-~ -7~ ~~ ~_ Name: Cs~i Property Location ~ ~ Address:.~,~5~~~~in. ~ ~ ~. N ~~3 ~ rr~~x.€ ~v~,o city: ,~~I/~~la~~s'~lEr-~ U~ m State, Zip: This is our report of a visual inspection of the readily accessible areas of this building, in accordance with the terms and conditions contained in the PRE-INSPECTION AGREEMENT, which is a part of this report and incorporated herein. ~, a, Q, Please read the REMARKS printed on each page and calf us for an explanation of any aspect of this report, written or ~ c c printed, which you do not fully understand. ~ ~ °o L'Lt~u,Dy I = v Date of ins ection: l/ v? Time: 30 Weather conditions: OrQt Outside tern erature ~~- Y~F 1 PRE-INSPECTION AGREEMENT (PLEASE READ CAREFULLY) ~ The COMPANY agrees to conduct an inspection for the purpose of informing the CLIENT of maJor deficiencies in the diti f th t t t th b' UNCONDITIO AL RELEASE ~ on o e proper con y, su ec o e AND LIMITATION OF LIABILITY below. The inspection and report are pe~ormed and prepared for the sole confidential and exclusive use and osses i f th o n o , p s on o e CLIENT The written report will onl include the followin : . E . y g _~ ~ • structural condition and basement • general interior, including ceilings, walls, windows, °' ~° • electrical, plumbing, water heater, heating and cooling insulation and ventilation • quality, condition and life expectancy of major systems • eeeral exterior, including roof, gutter, chimney, • kitchen and appliances drainage, grading ~ m It is understood and agreed that this inspection will be of readily accessible areas of the building and is limited to ~ visual observations of apparent conditions existing onlX at the time of the inspection: Latent and concealed defects ~ and deficiencies are excluded from the inspection; equipment, items, and systems will not be dismantled. ~ ~ a~ ~. Maintenance and other items may be discussed, but they are not a part of our inspection. The report is not a w Y compliance inspection or certification for past or present governmental codes or regulations of-any kind. The inspection and report do not address and are not intended to address the possible presence of or danger from any potentially harmful substances and environmental hazards, including but not limited to radon gas, lead paint, ure ~ asbestos mod mildew f m ld h t i d fl bl h i l t d ~ , , , y a or a e e, ox c or amma em e c ca s, an wa er and airborne hazards. Also excluded are inspections of and reports on swimming pools, wells, septic systems, security systems, central vacuum stems water softeners s s rinkler s t f d f t i t d th m , y , p ys ems, ire an sa e y equ pmen , an e presence or absence of rodents, it t d th i t •~ ~ erm es an er o nsec s. ~ ~ _Q ~ UNCONDITIONAL RELEASE AND LIMITATION OF LIABILITY It is understood and agreed that the COMPANY is not an insurer and that the inspection and report are not to be , i intended or construed as a guarantee or warranty of the adequacy, performance, or condition of any structure, item, or s stem at the ro ert address The CLIENT hereb el a d t th COMPANY E ~, y y p p . y r e ses an exemp s e and its agents and ' ~ L employees of and from all liability and responsibility for the cost of repairing or replacing any unreported defect or deficiency and for any consequential damage property damage or persona inju of an nature ~ , , ry y . o, .~ In the event that the COMPANY and/or its agents or employees are found liable due to breach of contract, breach of ° warranty, negligence, negligent misrepresentation, negllgent hiring or any other theory of liabili , then the liability of o c ~ ~ the COMPANY and its agents and employees shalt be IL.imited to a sum e ual to the amount o th f id b th ~ q e ee pa y e CLIENT to the COMPANY for the inspection and report. CLIENT and COMPANY agree that should a court of competent jurisdiction determine and declare that any portion of this Agreement is void, voidable or unenforceable, the remaining provisions and portions shall remain in full force and effect. 0 Acceptan nd tanding this agreement are hereby a nowledged: ~ /~ ~ v7 ~.~ p .. O Company Re es five Date Client Date ~'~;~ Payment Record ~ N Totat Fee $ ~- Paid by: ^ Check ^ Cash ^ Asa ^ MasterCard ^ American Express Exp. Date: Account No. Nam on Card: E a~ Company Representative: ~" ~- u .cb Dates ~~ ~~ ~ ~- -~ ~ BUILDING ANALYSIS REPORT Copyright ©2003 Henry Reynolds SUMMARY List of electrical, mechanical and plumbing items not operating, roof leaks and major deficiencies: ss ,B~'~s -- ~c ~~ Esc' f2~'er ic.. ~' u~- ~ a C ~G itJ -' S!~'1 ~- f-" ~~~ .mss ~ .~C iC.L~CO£t7 Minor repairs during the first year of occupancy are estimated to be between $ and $ This estimated amount does not include costs fisted above for correcting major deficiencies, roof leaks and items currentiy not operating. List of some important items not at present defective or in need of repair or replacement, but may be within the next 3 years: Item Estimated Price Range i~Avte~.~c,J~ •~ ~.- i4rv ~ ldvf-~' ~ £ D/s a- .~ riv ~Tr! ~- ~he'3~ S~Yi.~ l~s G'COTfIa<S }C GZ ~-. Remarks ~r1Ti~ ~ ~ oi-'4r7~J.z~ .~ d'.J s~ d /.y i7o~ ~ ~,© ,~,t Tjvc1S D~ /do~c'J ,06 <clfvo• ~, ~ d•~- ~~' G ~ ,Q~a~ S£ri~ ~- OsJ%~~T .v u~ j!o NS . .~ u -L. ,.s1 ~~l ~ This report consists of 20 pages. The following pages cover in greater detail the items which are a part of this inspection. Additional recommendations may also be found on the following pages. 3 Schedule H.B.7.3 STRUCTURAL TYPE OF ~ingle ^ Duplex ^ Rowhouse(fownhouse ^ Multi-Unit ^ BUILDING able roof ^ Shed ^ Hip ambrel ^ Mansard ^ Flat ^ STRUCTURE Foundation: -Poured concrete ^ Block ^ Brick ^ Brick & Block .~' ~ Posts/Columns~teel Masonry ^ Wood Concrete ^ Not v~ ible Floor structure: L-y~~F-~-~ J~/~~~~ u~ ~~D s•~~~~-~.2i••~~ 1 Walf structure: w ~~ ~-~ Roof structure: wC~ ~ ~ ~'~~'~ `~/ ~ ~' D 5,~,~if7r•~r/.~ .. / ~ !~ Water damage:~.Some signs ^ Extensive ^ None observed ,g,~sL Signs of abnormal condensation: ^ Some signs ^ Extensive ^ None observed Flo major structural defects noted - in normal condition for its age Remarks i .at5 ~ ~ ~j / cJs` ~,Q,~ iT~~ /.~ ,~SSi"T•" /170 ~i~~ ~j iJ/~B~ . ,S'//!~~ .I/~~ f1 D•SS/~'r~ r9S TTi~~-T/yJfsJ% /v O ~~.-~D . ~fr~.r~S a.,/ jJ~i 8 u • J T T e~ ' fiG4S- - ~s ' . ia, TIa, y .~ , dr.~.~ D.9 W /7to%s~ /icJ s ~ ~/tics ivoTEO , ~ j Gc~.d~~vTt/H. O / h9Gf ac~~l-:~v~ v S ' ~ , dv. . /J - !p/S7u /71G~/r~Z4~ J~/~~i ~ ,,Q /y ,( y y~ ~ `/C~ ~/~~ ~ ' ~ 5 O J ~ ~'. / ~ iW ~C/7 ~ X "' • i92f~- L/y~P / ~t~.~ / ~ V~/¢/II~V V~ ~~ / / ~u lJ / ~ / y p /cu i ~' ~(~~CJ~R -'~ /`-~f' iS//td /~'!/9O~Tt~ S~YE/~/3~~'N.~lg ~s~Oc~/./f SiSIOL+~cs f ~/ ~ ` ~ ~ I s rj/i'-~S /~'UI ~-'~''~ Sl~'fL ~~~~"~.. ~ /O~ n. C-1~ ~e ~S IC:07f0 /.~1 C-/~O/S~cr2E .S1 ~~~ ~/~`~ BASEMENT (lOR LOWER LEVEL ~n`~~~8~ ti ~ 4~~ l ~ flt~rJ1'Di rj . ~~2.E.4 vQt~i O BASEMENT ull ^ Partial ^ None ^ Slab on grade Walls:~Open ^ Closed Ceiling: ,Open ^ Closed ~imited visibility due to extensive basement storage FLOOR ~Goncrete ^ Dirt ^ ~•Satisfactory ^ Resilient the ^ Sheet goods jii~Carpeting ^ ^ N/A FLOOR DRAIN Tested ^ Not tested Water observed in trap •- ~~y ^ Satisfactory ^ French drain L~,`~ $~~ ^ N/A SUMP PUMP ^ Tested ^ Not tested ^ Water observed in crock ^ Satisfactory Pipes: ^ Copper ^ Galvanized ^ Plastic ^ ~N/A BASEMENT ~ome signs ^ Extensive ,Gast ^ Present ~Dtot known DAMPNESS ^ None observed CRAWL SPACE ^ Readily accessible ^ Not readily accessible ^ Not inspected ^ Satisfactory ^ Conditions inspected ^ Method: ~I/A Floor: ^ Concrete ^ Dirt ^ ^ Wood to earth contact Dampness: ^ Some signs ^ Extensive ^ None observed ^ Vapor barrier D Insulation ^ Ventilation Remarks: ~o s6~-r A•i t,~,v~o ,6~rW ~.+o w •g-: t~-so~r.~ fit ~O ~~N v- ~v~- ,~~f N. 5 Schedule H.B.7.3 3, v c m m Y E ~ ~ w cn m a c ca ~m c"'o ~o a~ o 2U v c fU mE O ~c 0 l= ~ 0. m b m U C '~~, N V t N W Y v c m 0 C Q aEi >, o L ~ X W o ~ 0 D! coo c 0 Y E a~ o: HEATING HEATING Fuel: ^ Gas Oil ^ Electric ^ ^ Satisfactory SYSTEM ^ Forced air furnace (see page 6) ^ Gravity hot water boiler ^ N/A ^ Forced hot water boiler Steam boiler ^ ^ Radiant heat ^ Electric baseboard ^ Heat pump (see page 6) No. 1 Capacity: ~~~ ~u Age:y ~ Yrs. ~sT u~~ s No. 2 Capacity: Age: Yrs. No. 3 Capacity: Age: Yrs. ~G.+; , `s£a~ When turned on by thermostat: Fired ^ Did not fire FUEL SUPPLY ,Oil tank in basement ^ Buried ^ ^ Public gas supply ^ Tank ^ Electricity ^ Fuel supply shutoff location: ~ ~~~ HEAT ^ Partially observed ~-Not visible, enclosed combustion ^ N/A EXCHANGER ^ Have condition checked before settlement (see page 6) HEAT Radiators ^ Convectors ^ Baseboard convectors ^ Radiant ^ Satisfactory DISTRIBUTION Pipes: ^ Galvanized ^ Copper ~4.Black iron ^ Pipes not visibl e ^ N/A ^ Ductwork Heat source in each room: des ^ No HUMIDIFIER ^ Atomizer ^ Evaporator ^ Steam ^ Not functioning ^ Not tested ~NlA FILTER ^ Washable ^ Disposable ^ Electronic ^ Electrostatic ,~V/A SUPPLEMENTARY Location Type HEAT ^ Satisfactory ^ Satisfactory ^ Satisfactory Remarks: ~ ~Si`~jQR~~+~- G'p/~~'/a,O, G'G,~•9-~J , ~ •~f/ZV /~ . /n.asucst,~oti ~s ~ ~~ /~2 ~ ~ ~- L ~ ' ' ~ ' ` ' ~ d ''~ ~fA->~ / ~ . r~ s ~~s S ~ 9 y p S / c~~E ~/.~ // r .~9t~7 S ~2€~1 ~ ¢ S'Eflf- ff'~btr~Jd ,3U/G.~IL Gum. ~/~4~ ~~ ~,JS/ f.~LLq ~L ~l/Iv1 Sf~s d,/ ~~j 0 SS/,qt-~ . Cfrf'~ /tJ ~ 0 ~ ¢~rti (~~' ficl7~ ~i f/•~~.~uE~ °~~1 ~ /'~~i~i -T/"`~ ., ~ .. ,. ~ / - f GCS c~ ~~r Ti~'~f J ~C'd o O ~d itf d O B F ~o ' ~ /~y /,,,y ,~~/!zT S ~ . ~ W ce .~ D. L d/G . r --~s~ ,vim-off' s~.~~/c~,o~,~~o • ,c~o.~,-a~ ~c cc ` r.~d.~..,n-,esa~:- /~ ,.~,o,~„f7 ys, n'3~o.e~ ~/vT i,~J~~-~~ ~J cusp. COOLING COOLING ^ Cooling system integral with heating system ^ Satisfactory Np,~ ^ Central air ^ Room units ^ Heat pump ^ Through-wall ^ N/A ~5~~ ^ Electric compressor ^ Gas chiller ~~;' --v ~ A~ ~ r,p>: S ' ^ Air filter ^ Air handler ^ Thermostat ~ p~u- ~ ~ ~, ~a~ '~ - r' No. 1 Condensing Unit Capacity: Age: Yrs. (/ ~d `'~ ~ ~ ~~ ~ s ~ No. 2 Condensing Unit Capacity: Age: Yrs. f' ~ ~ ~~.~ No. 3 Condensing Unit Capacity: Age: Yrs. ~~ ^ Tested ^ Not see a e 6 ^Ductwork dow units not test Remarks: 7 n_L _~__~ _ .. .. -- -~ a c m rnrn c c m o =U a c m ~E 0 o E t ~y m am v c m m U C s aUi W Y c ~~ m !. o .~ cQ E ~~,o L ~w o -o ~ ~ v c 0 C~ Y i ~p E PLUMBING AND BATHROOM WATER SERVICE ENTRANCE PIPE Water supply: ~ublic ^ Private (see page 8) ^ Not known ^ Satisfactory Pipe: ^ Copper Galvanized ^ Brass ^ Plastic ^ N/A ^ Lead ^ Unknown ~'~L/. ~'~J/~ ~~j' Main shutoff location: ~Le- r2~.r7-iv~.Q.e~r~~`l ;a 2- PIPES ,~-r/opper k36alvanized ^ Brass ^ Plastic ^ Unknown ^ Satisfactory Water flow: bested ^ Not tested ^ N/A Leaks:~Some signs ^ None observed -- ~~sr iss~~ -yylo,~~~.~t Cross connections: fd.None observed _ e "s' Hose bibbs: Operating ^ Frost free ^ Not tested (see page 8) _ ~"'' DRAINMlASTE/ Drain/WasteNent Pipes:-Copper ^ Galvanized ^ Brass VENT ,1~ Plastic ^ Lead /-~-Cast iron ^ Unknown ^ Slow drain ^ Leaks ~(~tone observed Waste disposal: j~.Public ^ Private (see page 8) ^ Not known WATER HEATER ^ Gas ,Electric ^ Oil ^ Integral with heating system ^ Satisfactory J/.S~'~ 1~~ ^ In line system Fuel cutoff location: ~ ~F'L ^ N/A ~~``~ ' //b F Capacity: ~~ Gal. Ample fvr ~_~ people Age:-// Yrs. /~d~~ ~ ~~~' pressure relief valve ^ Extension ~fv4 ~ ~~f-~L Remarks:~s'c~SE-~i.SS ,c~co~6r~,~~/A-moo Jt1~~ 7~ ,B~,s,~ui ~~,L~uy,~.~s~~pF 5+~'~.C'-r~-r.~.~£d 1~9z-vrf`.v '~Ea /JISTz°~'.B[~~'~o.~ ~ ~~~ 9`Sfrz~/cam /r~'c ~a'r~ic_x+rc% LtSS/~BLt~ .~'~iSf'/yi~"/L.tJ~-GL ¢G've.~L.b ~ ~~% Loc,c1 ~~iC~'SSc..~£ . [. ~~T ~-~~ du-f ~ gift tJ.4-.u ~7'~ rJ~4-JLid~S U~ v~d ~ ea~2.2vSroru Nd~,O-Cbc~ w /~u o~ e~%'F ~ooSSisc:-E ~~fsa ~,9.~s„ BATHROOM NO. 1 Location: ,.;Z~r(c.~2 BATHROOM NO. 2 Location: -Built in tub ^ Leg tub ^ Stall shower ^ Whirlpool i~Toilet C7 Bidet ^ Lavatory,jz~.Vanity Fan i~Window Shower wall: ^ Ceramic the ~Fibe glass ^ Room floor: ^ Ceramic the ^ Resilient ,~- Leaks: .Some signs ^ None observed fA~.QZ 7~a. ^ Satisfactory BATHROOM NO. 3 Location: ^ Built in tub ^ Leg tub ^ Stalf shower ^ Whirlpool ^ Toilet ^ Bidet ^ Lavatory ^ Vanity ^ Fan ^ Window Shower wall: ^ Ceramic the ^ Fiberglass ^ Room floor: ^ Ceramic the ^ Resilient ^ Leaks: ^ Some signs ^ None observed ^ Satisfactory ^ Built in tub ^ leg tub ^ Stall shower ^ Whirlpool ^ Toilet ^ Bidet ^ Lavatory ^ Vanity ^ Fan ^ Window Shower wall: ^ Ceramic the ^ Fiberglass ^ Room floor: ^ Ceramic the ^ Resilient ^ Leaks: ^ Some signs ^ None observed ^ Satisfactory BATHROOM N0.4 location: ^ Built in tub ^ Leg tub ^ Stall shower ^ Whirlpool ^ Toilet ^ Bidet ^ Lavatory ^ Vanity ^ Fan ^ Window Shower wall: ^ Ceramic the ^ Fiberglass ^ Room floor: ^ Ceramic the ^ Resilient ^ Leaks: ^ Some signs ^ None observed ^ Satisfactory I BATHROOM NO. 5 Location: I BATHROOM N0.6 Location: I ^ Built in tub ^ Leg tub ^ Stall shower ^ Whirlpool ^ Toilet ^ Bidet ^ Lavatory ^ Vanity ^ Fan ^ Window Shower wall: ^ Ceramic the ^ Fiberglass ^ Room floor: ^ Ceramic the ^ Resilient ^ Leaks: ^ Some signs ^ None observed ^ Satisfactory ^ Built in tub ^ Leg tub ^ Stall shower ^ Whirlpool ^ Toilet ^ Bidet ^ Lavatory ^ Vanity ^ .Fan ^ Window Shower wall: ^ Ceramic the ^ Fiberglass ^ Room floor: ^ Ceramic the ^ Resilient ^ Leaks: ^ Some signs ^ None observed ^ Satisfactory Remarks: ~p,V/TD,G r~s¢r.<</~k.~/ ~ w-i L1 NHS T /L .~ c~~ ?tt~ ~i~,~ - quo Q,~ cES. ~~ ~l~.N~ GcJbS~ 7'Z) u~ S,HG`w~- ~ArtJfXrE C.~i97C.i'Q~ Sf(D £2 NOi ~,Jo,Q.~nis G'~~~~T~ f - ,y1.uOcF ,g~,cjzs ,q-u0£o ~pfa~ „ 02Ai.~! S~ £.~ avD~ i,~sa~Fri/ ~.J ~l~t', Gv9?f~- QDES rtr(5i .:S'H~+T o ,Bdsy. S~`pdwT W/~Is.~ rS.~I~~F•L >zt•L,~~ o.~ ~ ~'~P• NV ~C~£SS ~oer~ ~vr2 ,B~cl~ ~ ~,.s g P ~,~» l3 ~ 9 Schedule H.B.7.3 c m ~E 0 :n o E .c ~ ~ am .a c m c~ c U a~ S w1 v c ro o m cQ iE a~ N 'rn~ ~w o ~ 0 o: m ~~ ~{ N v c !; ~ o Y o! ELECTRICAL SERVICE Capacity:/~_ Amps z a Volts ^ Satisfactory ENTRANCE Service line entrance: ,1~-Overhead ^ Underground /~l~,r~4 7z~ /.~c,~'~[ CABLE ^ Raceway Conductor material: ^ Copper ^ Aluminum ~~~ "'~~`''~`~ E ~1-sJd MAIN PANEL Location: /'~~'T S~f.~ s.~^~~L ~-Grounded ~d-Bonded ^ Satisfactory BOX ,1.~~ Amps ^ Fuses Circuit Breakers ^ N/A ^ Subpanel Location: ,QKSr /•-~ d ~T7zrN-- a~ Capacity of Main Disconnect:/~ Amps ~'g'`'£1" CIRCUITS AND Quantity: ^ Ampte Branch wiring: ~ pper ^ Aluminum ^ Satisfactory CONDUCTORS Wiring method: ~Romex ^ BX nob and t ^ Raceway ^ Conduit ^ Overfused circuit ^ Double tap breaker GFCI: ^ Exterior ^ Garage ^ Kitchen Bathroom(s) -iU„~-~ ~ ~~ ---~ OUTLETS AND j~Random testing ,~-Reversed polarity ~-Open ground / ^ Satisfactory FIXTURES ,1~:Smoke detectors absent ~- J''' o~/yJd,~e~s tic~~A f , Remarks: /UO fir' ,O~oi~~-7o.J .~e~ ~(+iTl'~(f/L~ . /l~o~J/~~.~. or..~.T.c9cv.C SE.Qtf/cEG~~f~'G~ 5flF~'~'- i~~/Zn~~ ~U ~~1'z~2/o.G~3-rte /1~.~ /+~£e~ ,~~6-,~t.~t7 /~~u~ . ,~f ~ , PUt..U ~ /t7d i~~ 7~/~u0u% - O ~-O t.C '~ 851 % - D~~ /~ / ~L ~~ S~-~z ~ ~ ~ 7 ~ ~ ~ , , . 1 i pF / ~ ~ ~ ' ' ~ ~ gq..~lc ~fG c~i~b /.c dH /tJ ~l~I ~C£ /Up.~. /~cU• tJ~.,~r.?i7~ 2 LdOT/~U /" i~ JN SAy'L~E R.d2~w..5 ~ '~ ~ Cs7frJ~ /~/Yd~rG ~L £ . C.li'l7i7f 1 j . f- `!!! a Q k KITCHEN AND APPLIANCES CABINETS AND `s~''£ ~'~~~~~ ~~T"`~9 To~~t • Satisfactory COUNTERTOP SINK s`~ Plumbing Ieaks:,l~Some signs ^ None observed ~g„~ ~e~-- ^ Satisfactory ','~5"~a`as Disposal: ,C~}-Operating ^ Not operating Age:/of- Yrs. ~~,, . ~ ,per ` pia ~ DISHWASHER ^ Operating ^ Not operating Age: Yrs. ^ Satisfactory ^ Air gap or high loop ~I/A RANGE/OVEN ,.Range Operating ^ Gas ~-Electric Age:,~~~" Yrs. Satisfactory ^ Wall oven ^ Operating ^ Gas ^ Electric Age: Yrs. ^ N/A ^ Cooktop ^ Operating ^ Gas ^ Electric Age: Yrs. ,Qc40f• 7ZJ6Z~,0~- REFRIGERATOR #1 ^ Operating l~Frost free ,~-Icemaker Age: J~'""Yrs. '~`~`~' ^ Satisfactory ~"©~ f~ #2 ^ Operating ^ Frost free ^ Icemaker Age: Yrs. ~ ^ N/A OTHER NOT ~i`°'w l"~''~y~- ^ Operating Age:°~y' Yrs. udS ' ^ Satisfactory APPLIANCES ^ Operating Age: Yrs. ^ N/A FLOOR ^ Resilient the ^ Sheet goods ^ Ceramic ^ Wood ~-Satisfactory COVERING , ^ Laminate ~- ~'~~ ~'a- VENTILATION 6z€xhaust fan ^ Ductless ,dented to outside ^ Satisfactory ^ Filter ^ Light /IJo ccJp,P~G.~~ ~ /.~.s ^ N/A CLOTHES ^ erating Age: Yrs. ,~u4s Td ~~~ ^ Satisfactory WASHER t s e ^ N/q CLOTHES ~'E?perating ^ Gas electric Age: /,,~ Yrs. ^ Not tested.Satisfactory DRYER Vented to: nc...TS:o~- 7tsiC~r lyi~o~w ~.OS, ~, ,[~/lt-A-t~ ^ N/A Re s: ~~l'Gi/f~ l'E~T ~T ~~.~.~. ~ S~~«D o~~. ~,~.~~i{~~z-t,2 ~o~ ~ Gcl £O ~.~. ~jK'.Qorv9~L for' Ttse ~ ~ /.~,~o, s' f,s-.~,,L~s(/~ ~.J /~£~9-T ~9 ~s~s f'.t.~;-- ,y~•9rfei~ c..v~T~'E.v ~~ s. ~~ E .~ ~s vs ~ ~~' z7 rte ~- 6y eAO , ~ . p , . f i ~~ S/C~~ o ~ ?~~[~ Gf~S F}.2~ti d yvv~ o/'~ ~Ci C,e{~'.cJ uef.: -/nG.e~ 1r~e , S~ S,~ i ~ / Q/17 D ~n V 07 Ld ~GJ ~,'!~i`'~~.tJ~GG~D/2 /~~ieG~f/`v' pT1 u`'i.+rJ 11 Schedule H.B.7.3 ~- v c m c aUi WY -a c m o` .~ C Q ii E I. g? i ~ il~,o a~ I' = x i; ~ W o ~° o! o ~~ o ;~ Y ~o E a~ a! INTERIOR FLOORS Hardwood ^ Softwood ^ PlywoodWall-to-Wall Carpet satisfactory D Resilient ^ Laminate ^ ^ Not visible WALLS j,~..Plaster ^ Drywall Wood ^ Masonry ,C~ o ~ Satisfactory /L10uS /~~S d ~Ly./ y+ ;t• CEILINGS ,~ Plaster ^ Drywall ^ Wood ~ ~'~'/yN,~ n~ ^ Satisfactory .SS/•8GF QHs~ j~~~°°9iG.f~ /naCJ .ems S9'!9/~" Nd~~d . /u07' ~.r/dt.~N ~C}'7C»/. 3"rllvlE G',zflL'st!l+tl ~.SA~ ~C STAIRSlRAILINGS D Balcony ,Stairs ,C~-Railings ~3Satisfactory ^ N/A FIREPLACE D Flue liner D Partially observe - T-o,dsE2~£~ ^ Satisfactory ~d~ ~ ~ f~Damper ^ Operati -Plot operating ^ N/A D~~p,,p /,J ^ Meta4 pre-fab ^ Free-stan ing ood stove ^ Pellet stove ~~~£~ ~'`~~ ~o„~' /2u~s. „~ C.A~Ct- ^ Gas ^ Operating ^ Not operating lean chimney before use ~,q f,~--. DOORS (INSIDE) dc~/1 'v '~me" 'S'am ~~~` ° 3Z) ~~,a t./, SSE- /~'='• ^ Satisfactory ' ' c.~. ,rr~ Dao~s WINDOWS AND ouble hung ^ Single hung ^ Casement ^ Awning ^ Sliding D Fixed ^ Satisfactory SKYLIGHTS ~4.Wood D Vinyl or aluminum clad wood Vinyl ^ Aluminum ^ N/A ^ Steel ~tnsulated glass ^ Single pane glass ~~T ~'`~"`~~iO`"'~ it/crr R-~"7~ 0 i~ ~ ^ Roof windows and skylights ^ Moisture stains ^ Extensive ~} D ~., Remarks: ~l~it9 /7'~.G /~ i . S~•9r~i'S cS"f~'~ .~ZS ~~ i3/, ~"~. t'~ ~ a ~c.~~J Lr~ 4~R ~ S +' ~ - '' 2 ~ J . J i -. < J !.s/~! s i0 v S ~4. C~ ~ G~ !r`~/Kt - SZ SCA'h£ S7'~yN ~// ~ /t)U i Z p /rJ (/r•4- Oal }~•~G'©~t1Gm,,7~yr~.G..~g /vU'rdsSSF,2//A.BGE ?v ~- ~.tf~9 TlT.~20e.~t~Q~-e~S. /!J/9'7~ C ~T ~ • lf~ o .~ a 9r£2S T t o~ /~! sAg, ~'o.u;-~ ~ [. f ,3~p --Nom" 7~5 '~S?~ ~ . /~,7f,~,e ~14/~ O ~'g JW~ t O ~iZ~ (1 i' 1 ~d c •9V~ /} ! S / , i [ 7~. c , /iV. tr/ fv p /NC r S~y!£ ~~ Sr/~/~ S~ DvSS/~c~ % ,~2~~,OO,p•/mss iv0 ~"~p !s~ ,e~~T rr~-'~8~4 ~ G r/c-~ ,off e ~ ~ S -AC,f. ~'d•4~-c~r~o,a 6e.~ 4~T/~1TflsS ~.• /~ ~vr.J.~/.U>~i £` /. ~tc l~vr , , , . ATTIC .~T~,,~,s a,~ s/~f.~/•~ /e~ rz~ ACCESS How inspected: ~y~~KCa /^''z' D No~ nspected 'Satisfactory p_fStairs D Pulldown ^ Scuttlehole ^ No access~~g~J,o ~•~-~ ~ ^ NIA MOISTURE ,~-Some signs ,~-Ixtensive ^ None observed ~i~r~f ~t4j0~~~- Aer'''`~ STAINS ^ Condensation ~'~"`,,pD ~ !vuerf ~,tt ~'"~T~ G/~I T~ /1l fJ~,~- ~ /¢.~OU~U ~r C ~iru~C STORAGE D Heavy ~.ight ~•~Floored ^ Not floored ^ No storage INSULATION Type: S~'>c ~~~~ss ~'¢"~ Average Inches: 'Z- ^ Satisfactory lnstalied in: ^ Rafters ^ Floor Approx. R Rating: ^ N!A D Vapor retarder ~vs~~~yr '°RJ~~ d~S~sE•tdtd VENTILATION ~-Window(s) ^ Attic fan ^ Whole house fan ^ Turbine ~-Satisfactory ,Ridge vent ^ Soffit vent ^ Roof vent(s) y~-Gable end louvers ^ N/A Remarks: /mod/S~iG~ ~fTsrl~s .~Vu~~~p ~~2~oc.~~ ,9,~,¢- /fl~pc...c~0 G~~C~,sr.u~j' ,~J jo ~sr~,~r -L'ouG-+o /•~9/r•~-~- f~"c~7vs<-G~-i4s - AA~G~~_a/Ss~rt~O ~/ZD,~ /•+~f~~£ f}-TT7~ /j'2~slci•O ~Gll3h'~.tJS' !~-rzf75'. S/f'•uS c+/~~,~-//~ t~A-a~S <.J Ty/S /¢2~- • /J~d/JT~•G-tom /YJ~I~•a~ iNd~'e.F~7k`.S' S/h9C ,S'/~iT/.~16 .°~Lo.~J f ~'~'- UfN'~"-/~'fY .B£fl~1vE',. SL/¢ ST ~'~r/9-Lu~~lar~ o~ /9~d3 /•^/ ~977~C ~-S//t90t~~~£ ST/t~= L'~fir~N ~ /3,e .Of-TLLt/c~~4-T~~'~' ©•v .f~ ~o ES iN A-T17~. 13 Schedule H_B-7_~ 'L /~r~' ~,~s.// m c Q iE !~ 1 >, o ~ ~ ,rn~ cw ~~ ', o -o 0 ~ m ': ~ a i ~ o N .Y f0 N N ROOFING SYSTEM una ~tos sing can Mme ble, -om nal en les ng as no ed ROOF Location Materials Age COVERING f/yusE ~~~'~~ ~~~"'~~ !~'~ ^ Satisfactory ~v6T ^ Satisfactory ,Q~GF~S £o yG=.~g~ ~,~c-%S"h'~ c-F'-r ~ f- ^ Satisfactory `,~ ~NDinv ^ Satisfactory How inspected:.~.~y~ ~~~^~~ '` ~~"~~~ Roof leaks: pSSome signs ^ Extensive ^ None observed S~ING FL -Aluminum ^ Galvanized ^ Copper ^ Rubberized membrane ^ Satisfactory ~ Nve9Git 4Tf•D ^ /!7A`'~~ ~ E /.v.~'ilu..~~sJ f( ^ N/A GUTTERS AND ~,~Aluminum ^ Galvanized ^ Copper ^ Vinyl ^ Wood _ ^ Satisfactory DOWNSPOUTS Extensions: ~.1(es ^ No ~~~ ''4t ~~ ~~~E'd~ '~' ^ N/A Remarks: q~,t.~y~E ~risSi./~ S.si,~~ c-~:r -,¢/~£,q~t.S ~a ,Y.9~J~ t~ei ~rv~ d ~+ pi~-'s y' a` Si//~' L£s . ~j,~.e~~ ~ /~CrtJ ~-/ .3~.s ~ ~~ ,vJf .9-.+[.•r~ f,~/d G~' ~d~ ~ ~¢~ , Sys f`~s ~`~'vs~tc~.~i~v.~ o i1-/' ~- ~~~/~. L~St/r o ~ f~0us~. ~~~ C;~i.~i~/Er /y/1f,4 /svJTs~ ~c£ 4 D £ Sri~JG~.s' ~I /~t,,.~~ ~,9~ ~uv ~ ,~ - ~© ~ e~dvS ~~~~ y ^~ ~ ~~S Q~ IJA + - r 6~ S~i-~ ' r~' US ' ,q .e . o. . . iy z y G-~- .~c~c.. ~ ~ ~ G /i ~ C%~~ tfpKS~ 2t~ UDTD/jfiE?~J f Uy71rr LE S/'+~~// f G/ J7 LJ G ' ~~~ ~ , , ~ ~ ~ ~ r ~ . [ E re f/~i lJL6 £ c` U - ~f~ C~ i ~' Tc~ C f3:~ ~v ~ 1 ~ v ~ ' 7 U S ' O ~ V .~ f ~~ / ~ i ~ ~ vt . 7 ~ jj ~yf~t7 -T7vx.-9i- ,JZ~/fir l SEG ~Y.~~/~ f. 1-/0 ~t1E ltu~,( ~i~~ c.~ mar ~6~ .~.~~.ul ~.va d ~ Ec~o U ~ s .~.s .. /.u N~T 3 -.~ +T2S . tloY.~:SE. S•c-crr~~s' ft~F ~ Q~,Bt~Ct a i..l .~C~:s-. ~g~4-~~ ~ c~~.cS~~ ~`•' uG4sa/ ~Lc^+.. s/ E . EXTERIOR EXTERIOR ~ Satisfactory DOORS WINDOWS AND S~~£ GcJw~f.~/ e~i~'~~-GS y~~~ S~~d s~-2~A~.~T'~atisfactory /y1c~,sT ~.~T. ~ ~ w 2 9-~Ep . SKYLIGHTS dti ~,~ ~ ,s7s. ~'a'i.cJ?' EXTERIOR WALL Location Materials COVERING ,~.y'out~ ~4LLrr~ • si d ~.~.+ ~ y~,Satisfactory ~/ssiN~/~K~~ ^ Satisfactory PS asp ° ~' ~~~ ~ ~i~ 1 ~~.o„ems . // ~ L/YJ ~ c,D4~r.J Nc~ %~a ~SatisfaCtory ^ Satisfactory EXTERIOR TRIM f~Eaves ~-Fascia .Soffits ^ Rake t~.Satisfactory ^ Signs of deterioration ^ Extensive ~-None observed CHIMNEY Brick ^ Metal ^ Block ^ ^ In chase ^ Satisfactory ~'pa~'~ ~.~~ Nor c~65~'.Qc,~O . ^ Flue liner artiall observed ^ Clean before use / C£"¢ `~ /"~ ^ N/A P Y GARAGE/ C~.Garage ^ Carport ^ Attached .Detached /uv s.9~f~`f ^ Satisfactory CARPORT p=Door operator ^ Operating ^ Safety reverse - ~v~.~-s+~ ^ N/A PORCH Floor: ~Nlood ^ Concrete O y~-Satisfactory ~~ :Railing/Guardrail ~,y .°'t' ~ ~aT o~~~.~Fd ~ ^ N/A Remarks: ~17,cL~.t~ fir' ~i~3 S~9~S ~~~ ~~ ~ ~~~/%"~-~- flu/~9 , ~ ~~ os ~ ~.vc0 d O.2 ~v ~v d s'v`rL ..4c.£d . C,y/r~i,~'r ~.~c~c ~..vfs a.J ~x , . ~ C~2A~.~.../~~O~T~'.~rU~%~~j • CrJ/ ~1'4.~Zf J'a'/`lt~rJ~ /r~£~~ ~r~/~D f~ /~~ ~ j ~ ~~~~~ //~~//~T, sf'!~!lf /$GdGiG/~L~ElsrJ~~' d ~O~/'~~~0/.tJi'S /UDi ~ t/'t~~,.~~a ~'~fJi•+JoG.s. £'f~i ,v£ g ~~f,~t/LS 1v ~'fi~'~.c~~G.v STi ~i trTt'~a ~To A t / J 1' N `'a/ A ~ ' S G~ ~~ . ~~tc~n f. Sl4 ,() o -/ ~j f ,~fS. v ~0 , g .9ix~T ~ ,pvSS~ ffi ~y J~u~iT7vk 'tf JJ ~ -/t~4S i .~!/iv [~ a6" ,2~.~ ~/.: Ti99.~e~..;: ai/ /~~T. c9 lSS~T ~.~J /rte ov c.,.! S . £'J~7". rRJctr~~lY Suy~E~r r ~;aov~ ~~c,-..6~ t'v,~-~+r.4t~~ ~crL ~a.~ P~ss~a~~ .o/lrr,.~~. 15 SrhaAnlc u R '7 Z ~~yy ~~~pe•- D O N~S'~L ~~ ~~ E °' N y.-O ~ ~ m rn~ c ~ w oa ~ ~ j ~ v o ~~ Y L E a~ GROUNDS GRADING General grading, slope and drainage (see pages 4 and 16): ,Satisfactory ^ N/A Grading and slope at house wall (within 5 feet from building) /I'!/i ,cJ~Fo ^ Satisfactory Ot LG a 70 J v ~~ • ~L < B ~> ( . . it r (/ , p / x] c,1 . O~ ~c~cn.~/ .9~ 7 , ^ N/A I to ~ w „CUj ~ a 1. SIDEWALK AND oncrete ^ Brick ^ Flagstone ^ ~CSatisfactory WALKWAY sf~`- ~L~i~ ~i.~'7' ^ N/A DRIVEWAY ^ Concrete j~Asphalt ^ Gravel ^ Brick ^ Satisfactory 7~ ~i4~2A~ ~. ^ N/A WINDOW WELLS ^ Metal ^ Brick ^ Concrete ^ ^ Satisfactory ~JV/A RETAINING ^ Brick ^ Block ^ Stone ^ Timber ^ ^ Satisfactory WALL ~ /A TREES AND ~~ ~~'y~~7JLD~'Q ~ uiG.+di~$ f/~ /~di~` ...! ^ Satisfactory ` ' ~~S~y~v ~~ / f / t SHRUBBERY ~ ~ ~~ ~ ~ ^ N/A FENCING ^ Metal Woo ^ Plastic / ^ Satisfactory ISS ~ G' ' ' O ~ ' ~ / j KE.r iN /9f ~ ! ~f~kG-S i . t,J~~ /~£rJL Remarks: ~Eo.~T T/1 ~~ 9~~2o~T~ /•ti~?a pc~f~,crE~d £'cFe. ~~~•~, DECK/BALCONY ^ Signs of deterioration ^ Extensive ^ None observed ^ Satisfactory ^ On grade ^ Raised ^ Wood ^ Metal ^ Handrail /A PATIO/TERRACE Concrete ^ Brick ^ Flagstone ^ ^ Satisfactory ,Ti~ES Tff `,y~u.~ q C,~irG~s Sj- £x~,,4aJS' ~d rJ N ^ /A /~Jic~ STEPS TO Landing: ^ Concrete/Masonry ^ Wood ^ ^ Satisfactory BUILDING Steps~Concrete/Masonry ^ Wood ^ Metal ~4-~'~9/tj~ETL'vvtt-- ^ NIA °~ Handrails: ^ Wood ~lletal ^ C' E,-"j~N OUTBUILDINGS Not inspected Remarks: ,~~C ~i~l,Cf~f.94 ,(7c~~ ~c.~STi'a1f /ti s,C~o~ '- A,p~bf~ 7a ~~~0 ~Dioh / 9"5~9~ / .2o.u; ~pS f/~s ~L%QCc~K~D . /7~.~0 ,Qi~lc~ LclZt S ~ ~ ~Sr. ~~ ~ 4~~~0 ~.~+~ e~ ~'ry '~ To ism Q- ~.~o ss .~ci~°~ c G•9 s„e>o e ~ ~ , , f , , , ~- ~'~/,i~•/S' `d d - / fo! S 7~ ~ ~ 9 s ~ ~~ ' /^ i¢aE, i9 1 Lc~.3 « ~ ,STw4 /l rT 2~,D ~- '' ~ 2. D ~ / . s /~ u~ ~cT~~. f~~.US /v~~.O 7,y/1a~/a~%~1~.2.9f ~,~~ .~ ~' 17 Schedule H_B_7_~ 0 C7 m SCHEDULE "H" Schedule H.B.7.8: The house (Schedule A.l) was appraised by Brett Lechthaler on October 16, 2007, at $144,000.00 (copy attached). Before placing the property on the market, the Co-Executors commissioned a Building Analysis Report by Capitol Home Inspections, Inc., on November 20, 2007 (Schedule H.B.7.3) That Report indicated potential problems with the roof and chimney, as well as the electrical system. In addition, evidence of termite infestation and asbestos was found in the basement. The Co- Executors decided to address these problems before marketing the property. While these problems were being addressed, negotiations began with propsective Purchasers Michael J. Trump and Catherine J. Owens. A purchase price of $144,000.00 was orally agreed to. Before any paperwork was signed, the propsective Purchasers met with a mortgage broker to determine their eligibility for a mortgage loan in the principal amount of $144,000.00. The broker determined that they would probably be approved for that loan but that their cash reserves were insufficient to pay their settlement costs. The broker suggested that the principal amount of the loan be increased to $149,000.00, which would also be approved, with Sellers to pay $5,000.00 of Purchasers' settlement costs. A written Agreement of Sale to that effect was executed by Sellers and Purchasers on April 23, 2008 (Schedule A.1). Settlement was completed on June 11, 2008. All of the expenses for fix-up and repair (Schedule H.B.7.2, :3, 9, 18, 19, 21 and 22) , as well as the Purchasers' settlement costs paid by Sellers (Schedule H.B.7.8), are legitimate expenses of sale and properly deductible. Schedule H.B.7.8 APPRAISAL OF REAL PROPERTY LOCATED AT: 213 W Maplewood Ave Mechanicsburg Borough, Cumberland County Mechanicsburg, PA 17055-6425 FOR: Martin R. McCaleb 219 E Main St Mechanicsburg, PA 17055 AS OF: oaober 1s, zoo7 BY: Appraisal Sdrrtions Brett LecMhaler, PA Certified Generel Appraiser 16 San Juan Drive Medhanicsburg, PA 17055 Form GA6 -'TOTAL for Windows" appraisal software by a 0 mode, inc. - i-800-AUIMODE Schedule H.B.7.8 SUMMARY OF SALIENT FEATURES Subject Address 213 W Maplewood Ave Legal Description Deed Book 28U Page 700 City Mecfranicsburg County Cumberland Shete PA Lp Code 17055-6425 Census Tract 0115.00 Map Reference ADC: 18IJ-6 Sale Price E Market Value Date of Sale NA Darower / CBeM NA Lender Martin R. McCaleb Sae (Square feet) 7,296 Price per Square foot E Location Average pge 72 Years Condition Average Total Rooms 6 Oedroorra 3 Batlx 1 Appraiser Brett LecMhaler, PA Sfate Cert Gen Appr Date of Appraised Value October 16, 2007 feral Estimate of VaMre S 144.000 Form SSD -'TOTAL far Windows" appraisal software by a tt node, inc. -1-800-ALAMODE Schedule H.B.7.8 PCS POWER COMPONENT SYSTEMS, INC. 1601 S. 19~" STREET • HARRISBURG, PA 17104 TELEPHONE (717) 939-8226 FAX (717) 939-8227 WEBSITE: wwwpowercomponentsystems.com February 23, 2008 Marlin McCaleb 219 E Main St Mechanicsburg, PA 17055 RE: Residence - 213 E Maplewood Ave Mechanicsburg, 17055 PCS Job # 9760 Dear Marlin: Enclosed please find the waste manifest for the above referenced project. If you have any questions, please do not hesitate to cal{ our office at the number Listed above. Sincerely, Rebecca Given Administrative Assistant Schedule H.B.7.9 Jan. 25. 2008" 8.58AM PCS INC. ~ No. 4044 P• 9/21 .... ~d,F ,-esd- ~,~ INTERSTATE N~ 2071 WASTE SERVICES 9760 . 1. WORK SITE NAME & MAILINCI ADDRESS Owner's Name Owner's Phone No. Residence Marlen ~ MCCaIeb 21~ E Maplewood Ave 219 E Main St 717'6917770 Mechanicsburg, PA 17055 Meeha.niosburg, PA 17055 2. OPERATOR NAME & ADDRFy,SS Operator's Phone No. Power Component Systems, Inc. 9601 South 19th Street 717-939-8226 Harrisburg, PA 17104 3. WASTE DISPOSAL SITE . CUMBERLAND COUNTY LANDFILL 62A Newvc'lle Road Newburg, PA 17240 Phone (717) 423-5917 4. NAMl3 8c ADDRFs~SS OP RESPONSIBLE AGENCY 1~#~l~Yl{ DEP Bureau of Air Quality PO Box 8468 Harrisburg, PA 17105. 5. QN OF MATERIALS 6. CONTAINERS (bagsldrums} 7, QUANTTTY one FRIAB NON-FRCA.BLE No. 8 Type -bags _~ cu. yds. Waste Stream Permit No. (if applicable): 8. SPECIAL HANDLING INSTRUGTiONS: (Friable Asbestos Only) Waste double bagged and prewetted with an approved wetting agent. Asbestos, 9, NA2212, III, RQ 9. OPERATOR'S CERTIFICATION: I hereby declare that the contents of this consignment are fully and accurately described above by proper shipping name and are classified, packed, marked and labeled, and~are in all respects in proper condition for transport by highway according to applicable iitternational and goverrtrnent regulations. i $art Mintzer Supervf sor ~ 1 ~ / 19 / 0 7 - -- ~- Name & Title 10. TRANSPORTER (Acknowledgement of n~eipt of materials) Address & Phone No. i I~~ xd Name & rile bate ~-~-~~°~ Dane 11. DISCREPANCY INDICATION SPACE: 12. WASTIs DISPOSAL SITE - Owner or Operator: / manifest except-a~ noted ,inl item 11. asbestos materials by Ci..,,nr.,,.e T1..a,. Schedules u_u ~ a POWER C,UMPONENT SYSTEMS, INC. Invoice Number 18396 7526 Connelley Drive, State R Invoice Date 12/27/07 Hanover, MD 21076 Customer Number 11821 PH. 410-760-0022 lob Number 9760 FAX 410-760-0028 Due Date O1/26I08 INVOICE Marlin McCaleb McCale/213 East Maple/PA 219 East Main St. Asbestos Abatement P.O. Box 230 Mechanicsburg, PA 17055 REORDER FORM NO. ; 33157 (1 PART} Schedule H . B . 7 , 9 -~ .4 C~Laa~itter ~i ~~ p-rr---, ~~1~f~11H4~:. W A Ktawitter Construction ~ FRIDAY, MARCH 21, 2ooa Sulldinq Your Future 219 East Main Street PLEASE NOTE THAT ALL CHANGES AND EXTRAS MUST BE Suite 210 MADE IN WRITING AND WE REQUEST THIS TO SE SIGNED Mechanicsburg, PA 17055 AND DATED. THIS WILL THEN BE GIVEN TO THE JOB Phone: 717-918-1307 FOREMAN BEFORE ANY CHANGE WILL BE MADE. PLEASE NOTE THAT WE ARE NOT RESPONSIBLE FOR LANDSCAPING FeX: 717-506-0427 -ALL YARD WORK IS THE RESPONSIBILITY OF THE WAKlawitterConst@aoLcom HOMEOWNER. _ 1 TO Marlin McCaleb 6226 Westover Drive JOB: Mechanicsburg PA 17050 Marlin McCaleb 213 West Maplewood Ave. DESCRIPTION '' PR{CE TOTAL Scope of Work: 1. Remove existing shingles and replace with 24 square architectural i shingles-median price. l 2. The chimney will be torn down 4 feet below the roof line and then ~ rebuilt. a 3. The job site will be cleaned up and left presentable. ~`~ ~ 0 4. In regards to the damper; we.wl,ll not be able to give you:a price until we are able to inspect the damper personalty We'cari mike arra~ir3emen`ts' ~ ~ '~~ ,' . to et into the home to took at the dam r er - e n u t dd th i ~ ' ~`` g p j o w ca s a e pr ce : ,, ~ of the damper to the. bill. If we do not hear from you we wilt just add the 11+ a price of the damper to the final invoice. The cost of this contract/proposal does not include the cost of the damper as well as any unforeseen events that may arise. As always, if we have to seek any legal assistance in order for final j payment resolution -all legal costs incurred will be the responsibility of the homeowner. Pleose note this contract/proposa! is for 213 West Maplewood Ave. ' • SUBTOTAL $9,450.00 TOTAL $9,450.00 ~- Contract prepared by: W A Klawitter Construction - 219 East Main Street Suite 210 -Mechanicsburg, PA 17055 'this is a contract on the goods named, subject To accept this contract, sign here and return: ~~; WE LOOK-FORWARA TO WORKING WITH YOU! Schedule H.B.7.21 W. A. Klawitter Construction 219 East Main Street Suite 210 Mechanicsburg, PA 17055 Bill To :Marlin and Susan McCaleb 6226 Westover Drive Mechanicsburg, PA 17055 Invoice Date Invoice # 4/2/2008 08-2348 :~ '~~ u ~. Q ~r Terms Project Net 15 1.5% Monthly 4/2/2008 McCaleb Quantity Item Code Description Price Each Amount 02 Site Work Scope of Work: 9,450.00 ~ 9,450.00 1. Remove existing shingles and replace with 24 square architectural shingles (median price) 2. The chimney will be torn down 4 feet below the roof line and then rebuilt. 3. The job site will be cleaned up and left presentable. 4. In regards to the damper; we will not be able to give you a price until we are able to inspect the damper personally. We can make arrangements to get into the home to look at the damper - or we can just add the price of the damper to the bill. If we do not hear from you we will just add the price of the damper to the final invoice. The cost of this invoice does not include the cost of the damper as well as any unforeseen events that may arise. As always, if we have to seek any legal assistance in order for final payment resolution -all legal costs incurred will be the responsibility of the homeowner. Please note that this invoice is for work performed at 213 West Maplewood Ave. Paid on account -4,725.00 -4,725.00 02 Site Work Tear out rotten 5/4 boards on roof and replace with 3/4 plywood 1,028.13 1,028.13 02 Site Work Tear off 4 sides of siding to install step flashing and reinstall 0.00 0.00 siding 02 Site Work Fix soffit around chimney and rebuild overhang back in 0.00 0 00 Building Cost Purchase soffit, step flashing and 3/4 plywood 141.87 . 141 87 02 Site Work Repair damper in chimney and clean out 80.00 . 80.00 Phone # Fax # E-mail 717-918-1307 717-506-0427 WAxlawitterconst@aol.com Total $5,975.00 Schedule H.B.7.21 Wrightstone Electric, Inc. 100 South Mazket Street Mechanicsburg, PA 17055 Bill To MARLIN MCCALEB 6226 WESTOVER DR MECHANICSBURG, PA 17050 Invoice Date Invoice # 4/3/2008 08-224 P.O. No. Terms Project Net 30 Quantity Description Rate Amount AT: 213 WEST MAPLEWOOD AVE MECHANICSBURG A. KITCHEN 1. REPLACED A 2 RECEPTACLE WITH GFI RECEPTACLES 2. REPLACED EXISTING 2 WIRE RECEPTACLE B. DIMNG ROOM 1. REPLACED.4 EXISTING 3 WIRE RECEPTACLES C. LNING ROOM 1.REPLACED 3 EXISTING 2 WIRE RECEPTACLES D. BASEMENT 1. REPLACED KNOB AND TUBE WIltING WITH NEW ROMEX 2. REPLACED PULL CHAIN FIXTURE 3. REPLACED 16 VOLT DOORBELL TRANSFORMER E. UPSTAIItS BATHROOM 1. REPLACED SINK RECEPTACLES WITH GFI/SWITCH COMBOS F. UPSTAIRS WEST BEDROOM 1. ADDED RECEPTACLE 2. REPLACED EXISTING 2 WIRE RECEPTACLE G. UPSTAIRS EAST BEDROOM I. REPLACED EXISTING 2 WIRE RECEPTACLE H. UPSTAIRS SOUTHEAST BEDROOM 1. ADDED RECEPTACLE I. UPSTAIRS HALL . 1. REPLACED EXISTING 2 WIRE RECEPTACLE J. ATTIC Total Page 1 Schedule H.B. 7.22 Wrightstone Electric, Inc. 100 South Market Street Mechanicsburg, PA 17055 Bill To MARLIN MCCALEB 6226 WESTOVER DR MECHAMCSBURG, PA 17050 Invoice Date Invoice # 4/3/2008 08-224 P.O. No. Terms Project Net 30 Quantity Description Rate Amount 1. REPLACED ATTIC SWITCH K. GARAGE 1. REPLACED OVERHEAD WIRES FEEDING THE GARAGE WITH OF OUTDOOR CABLE 2. INSTALLED A GFI RECEPTACLE L. OUTSIDE FRONT STEPS 1. REPLACED RECEPTACLE WITH GFI AND INSTALLED IN-USE WP COVER- PER CODE 1 100' 14-2 ROMEX 30.00 30.007 1 100' 12-2 OF ROMEX 60.00 60.007 11 2 WIRE RECEPTACLES 3.30 36.307 4 3 WIRE RECEPTACLES 2.30 9.207 4 GFI RECEPTACLES 19.00 76.001 2 GFI SWITCH COMBOS 35.00 70,001 1 SINGLE POLE SWITCH 3.95 3.951 1 SINGLE POLE SWITCH COVER 0.65 0.651 1 RECEPTACLE PLATES 2.40 2.401 5 4" S DARE BOXES 5 4" SQUARE BOX BLANK COVERS 1.00 5. OT 15 3/8" ROMEX CONNECTORS 0.20 3.001 1 HANDY BOX 2.95 2.951 1 HANDY BOX RECEPTACLE COVER 0.95 0.951 1 4" OCTAGON BOX 3.10 3. l OT 1 4" OCTAGON BOX BLANK COVER 0.95 0.951 1 SINGLE GANG PLASTIC BOX WEAR 3.95 3.951 28 TAN WIRE NUTS 0.20 5.601 1 V5751 WIRE MOLD BOX 8.50 8.501 1 V5747 WIRE MOLD BOX 8.75 8.751 1 PULLCHAIN LAMP HOLDER 4.50 4.501 30 ROMEX STAPLE 0.01 0.301 Tota i Page 2 Schedule H.B.7.22 Wrightstone Electric, Inc. 100 South Market Street Mechanicsburg, PA 17055 Bill To MARLIN MCCALEB 6226 WESTOVER DR MECHAMCSBURG, PA 17050 Invoice Date Invoice # 4/3/2008 08-224 P.O. No. Terms Project Net 30 Quantity Description Rate Amount 3/31/2008 ELECTRICIAN 195.00 195.00 3/31/2008 HELPER 135.00 135.00 4/1/2008 ELECTRICIAN 455.00 455.00 4/1/2008 HELPER 315.00 315.00 PA SALES TAX 6.00% 20.61 Tota I $1,464.16 Page 3 Schedule H.B.7.22 W AKtawitter Construction FRIDAY, MARCH 21, 2008 Building Your Future 219 East Main Street PLEASE NOTE THAT ALL CHANGES AND EXTRAS MUST BE Suite 210 MADE IN WRITING AND WE REQUEST THIS TO 8E AGNED Mechanicsburg, PA 17055 AND DATED. THIS WJLL THEN BE GIVEN TO THE JOB Phone: 717-918-1307 FOREMAN BEFORE ANY CHANGE WILL BE MADE. PLEASE NOTE THAT WE ARE NOT RESPONSIBLE FOR LANDSCAPING F2X: 717-506-0427 -ALL YARD WORK IS THE RESPONSIBILITY OF THE WAKlawitterConstC~aol. com HOMEOWNER. TO Marlin McCaleb 6226 Westover Drive JOB• Mechanicsburg PA 17050 Marlin McCaleb 2f3 West Maplewood Ave. DESCRIPTION' ~ PRICE i TOTAL Scope of Work: ~ 1. Remove existing shingles and replace with 24 square architectural shingles-median price. 2. The chimney will be torn down 4 feet below the roof line and then rebuilt. ~ 3. The job site will be cleaned up and left presentable. ~ 4. In regards to the damper; we.will not be able to give you,a price until we are able to inspect the damper personalty. We'cari mike arr~figemen`ts ' ' to get into the home to look at the damper - or we can just add the price of the damper to the. bill. if we do not hear from you we wilt just add the price of the damper to the final invoice. The cost of this contract/proposal does not include the cost of the damper as well as any unforeseen events that may arise. As always, if we have to seek any legal assistance in order for final payment resolution -all legal costs incurred will be the responsibility of the homeowner. Please note this contract/proposal is for 2f3 West Maplewood Ave. • SUBTOTAL $9,450.00 TOTAL $9,450.00 Contract prepared by: W A Ktawitter Construction - 219 East Main Street Suite 210 -Mechanicsburg, PA 17055 This is a contract on the goods named, subject To accept this contract, sign here and return: WE LOOK FORWARD TO WORKING WITH YdU! Schedule H.B-7.22