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07-15-08 (3)
~ REV-1500 EX 6.05 ( ) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 15056051058 OFFICIAL USE ONLY INHERITANCE TAX RETURN ~C°unty Code Year File Number RESIDENT DECEDENT I d \ I (~ ' t ~ b' '~, ENTER DECEDENT INFORMATION BELOW Social Security_Number Date of Death Date of Birth _ 196-14-3362 ~ NOVEMBER 22, 2007 i MAY 24, 1924 L I Decedent's Last Name Suffix Decedent's First Name MI ~ Gj Igg ~ ~~ GERALDINE ~~ ~~! (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ~J Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 11 1. Original Return c~ 4. Limited Estate c~ 6. Decedent Died Testate (Attach Copy of Will) c~ 2. Supplemental Return c~ 3. Remainder Return (date of death prior to 12-13-82) c~ 4a. Future Interest Compromise (date c~ 5. Federal Estate Tax Return Required of death after 12-12-82) c~ 7. Decedent Maintained a Living Trust 0 g, Total Number of Safe Deposit Boxes (Attach Copy of Trust) c~ 9. Litigation Proceeds Received c~ 10. Spousal Poverty Credit (date of death c~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name HARRY L. BRICKER, JR. Firm Name (If Applicable) HARRY L. BRICKER, JR., ATTORNEY AT LAW First line of address 407 NORTH FRONT STREET Second line of address City or Post Office _ State ZIP Code HARRISBURG ~ PA ~ 17101 Correspondent's a-mail address: HLBLAW@VERIZON.NET Daytime Telephone Number (717) 233-2555 ~I REGISTER OF WILLS USE ONLY C-~ rV I ~ I r c~ ~.~ ~ -i_ C7 _ ~ '_ I :rte r-- r--- ~" T ~ 1 ... - -. ( C}/~LED - _? ;V h,,) :> Un penalties of pery'ury, I declare tha I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it ' ue, correct and co plate. Declar on of preparer other than the personal representative is based on all information of which preparer has any knowledge. SI ATU E OF PERS RESP SIBLE OR FILING RETURN ~ DATE n-vn ~ _ / 1 ~-~.(Y.1. Q 1. Ql,(OL_ ~ Q 7 ~ S -f ~ 14 FERNBROOK CIRCLE, LANCASTER, PA 17601 / 120 LITCHFIELD ROAD, HARRISBURG, PA 17112 ,TUBE OF ATIVE DATE `~ ~ 19-' ~ ~ 8~ ADDRESS "'a 407 NORT ONT STREET, HARRISBURG, PA 171 1 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: GERALDINE GIBB ; 196-1 6334 2 l ~ RECAPITULATION ---- - - 1. Real estate (Schedule A) 1. $155,000.00 2. Stocks and Bonds (Schedule B) 2. $0.00'i 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. $0.00 4. Mortgages & Notes Receivable (Schedule D) 4. ~ i - $0.00 _ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5. $252,349.47 6. Jointly Owned Property (Schedule F) c~ Separate Billing Requested 6. $0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 7. I, $30,503.94 (Schedule G) c~ Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 8. ~ $437,853.41 9. Funeral Expenses & Administrative Costs (Schedule H) 9. $40,546.05 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10. $0.00 . 11. Total Deductions (total Lines 9 & 10) 11. $40,546.05 12. Net Value of Estate (Line 8 minus Line 11) 12. $397,307.36 ~i 13 Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 ' $0 00 . 14 an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) . 14 ~ . $397 307 36 . . , . TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X 0. 16. Amount of Line 14 taxable $397,307.36 at lineal rate X 0.045 _ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE 15. 16. 17. 18. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 ' $0.00 $17, 878.83 j $0.00 $0.00 $17, 878.83 15056052059 15056052059 C~ REV-1500rEX Page 3 Decedent's Complete Address: I I Flle Number DECEDENT'S NAME GERALDINE GIBB DECEDENT'S SOCIAL SECURITY NUMBER 196-14-3362 STREET ADDRESS 239 RIDGE HILL ROAD CITY MECHANICSBURG STATE PA ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable D. Interest E. Penalty (1) $17,878.83 $8,000.00_ $421.04 Total Credits (A + B + C) (2) $8 421.04 (3) $0.00 Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (4) (5) (5A) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT $0.00 $9,457.79 $9,457.79 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ^ b. retain the right to designate who shall use the property transferred or its income; ^ c. retain a reversionary interest; or ^ d. receive the promise for life of either payments, benefits or care? ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one ^ year of death without receiving adequate consideration? ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §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 zero (0) percent[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 zero (0) percent [72 P.S. §9116(x)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(11.2) [72 P.S. §9116(x)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(x)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. -REV-1502EX+ (8-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GERALDINE GIBB FILE NUMBER All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. REALTY KNOWN AND NUMBERED AS 239 RIDGE HILL ROAD, MECHANICSBURG, PA 17050 $155,000.00 TOTAL (Also enter on line 1, Recapitulation) ~ $155,000.00 (If more space is needed, insert additional sheets of the same size) REVd508 EX i (8-9th SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, $ MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF GERALDINE GIBB FILE NUMBER 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. PERSONAL PROPERTY (INCLUDES A 1991 CHEVROLET LUMINA WITH 111,000 MILES) $2,735.00 2. M&T BANK: A. CHECKING ACCOUNT NO. - 42703832 $10,263.56 B. CERTIFICATE OF DEPOSIT NO. - 031003915938583 $1,048.89 C. CERTIFICATE OF DEPOSIT NO. - 031003915938591 $1,048.89 D. CERTIFICATE OF DEPOSIT NO. - 031003915938608 $1,048.89 E. CERTIFICATE OF DEPOSIT NO. - 031003915938616 $1,048.89 F. CERTIFICATE OF DEPOSIT NO. - 031003915938624 $1,048.89 G. CERTIFICATE OF DEPOSIT NO. - 031003915938632 $1,048.89 H. CERTIFICATE OF DEPOSIT NO. - 031003915938640 $1,048.89 I. CERTIFICATE OF DEPOSIT NO. - 031003915938658 $1,048.89 J. CERTIFICATE OF DEPOSIT NO. - 031003915938666 $1,048.89 K. CERTIFICATE OF DEPOSIT NO. - 031003915938674 $1,048.89 3. PSECU -ACCOUNT NO. - 0196XXX)O(X: A. REGULAR SHARES ACCOUNT $5,281.73 B. 12 MONTH CERTIFICATE $16,516.30 C. 6 MONTH CERTIFICATE $4,201.51 D. 6 MONTH CERTIFICATE $8,491.44 E. 12 MONTH CERTIFICATE $6,298.70 F. 6 MONTH CERTIFICATE $7,537.81 G. 6 MONTH CERTIFICATE $2,938.24 H. 6 MONTH CERTIFICATE $5,548.32 I. 6 MONTH CERTIFICATE $13,827.87 J. 6 MONTH CERTIFICATE $3,910.23 K. 6 MONTH CERTIFICATE $10,421.05 L. 6 MONTH CERTIFICATE $1,635.25 4. AMERICHOICE FEDERAL CREDIT UNION -ACCOUNT NO. - 32942 (SEVERAL CERTIFICATE SUFFIXES ATTACHED TO ACCOUNT NUMBER) $52,421.26 5. VERIZON -CREDIT BALANCE REFUND $8 24 6. COMMONWEALTH OF PENNSYLVANIA -MEDICARE PART B PREMIUM PENALTY REIMBURSE- MENT FOR STATE FISCAL YEAR 7/1/07 - 6/30/08; ACCOUNT CONTROL NO. - 2203271893 $93.50 7. STATE EMPLOYEES' RETIREMENT SYSTEM -DEATH BENEFIT $488.96 8. REVOCABLE TRUST ACCOUNT NO. - 20 00 0122 0 03; OPENED - 2/3/1993 NO BENEFICIARY LISTED (ESTATE IS BENEFICIARY) $89,241.60 TOTAL (Also enter on line 5, Recapitulation) ~ $252,349.47 (If more space is needed, insert additional sheets of the same size) REV-1510 EX « (&98) F SCHEDULE G INTER-VIVOS TRANSFERS 8~ COMMONWEALTH OF PENNSYLVANIA MISC. NON-PROBATE PROPERTY INHERITANCE TAX RETURN ESTATE OF GERALDINE GIBB FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) T'4XABLE VALUE 1. ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA $2,579.44 100.0% NONE $2,579.44 ANNUITY POLICY NO. - 448684 BENEFICIARIES (GRANDCHILDREN): - CRAIG SIEBER -TODD SIEBER - MONICA HUGHES 2. FIRST NATIONAL BANK OF MIFFLINTOWN -IRA TRUST $27,924.55 100.0% NONE $27,924.50 ACCOUNT NO. - 14 00 0123 0 03; OPENED - 2/24/1993 BENEFICIARIES (CHILDREN): - SALOME D. SIEBER - EARL E. GIBB - CONNIE L. GOODELL - BARBARA E. MOSEL TOTAL (Also enter on line 7, Recapitulation)I $30,503.94 (If more space is needed, insert additional sheets of the same size) REV-1511 EX +(10'-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF GERALDINE GIBB FILE NUMBER Debts of decedent must be reported on Schedule I ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PARTHEMORE FUNERAL HOME & CREMATION SERVICES, INC. -FUNERAL $10,849.71 2. MIFFLINTOWN MONUMENT & GRANITE -MARKER FOR GRAVE $525.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Street Address City State _ Zip Year(s) Commission Paid: 2. Attorney Fees HARRY L. BRICKER, JR., ESQ. 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, CUMBERLAND COUNTY 5. Accountant's Fees 6. ~ Tax Return Preparer's Fees $21,892.67 $380.00 7. THE SENTINEL -LEGAL -ADVERTISE ESTATE $198.52 8. CUMBERLAND LAW JOURNAL -ADVERTISE ESTATE $75.00 9. TUSCARORA WAYNE MUTUAL INSURANCE COMPANY -DWELLING FIRE POLICY NO. - TWFD324757 $125.00 10. SUSQUEHANNA OIL -OIL SERVICE (2 PAYMENTS) $1,107.92 11. HERSHEY PHARMACY -PRESCRIPTIONS $490.69 12. PPL ELECTRIC UTILITIES -ELECTRIC SERVICE (2 PAYMENTS) $281.21 13. PENNSYLVANIA AMERICAN WATER -WATER SERVICE (3 PAYMENTS) $69.36 14. VERIZON -TELEPHONE SERVICE $36.63 15. PENN WASTE, INC. -WASTE SERVICE (3 PAYMENTS) $143.05 AMOUNT OF CONTINUATION PAGE FOR SCHEDULE H $4,371.29 TOTAL (Also enter on line 9, Recapitulation) $40,546.05 (If more space is needed, insert additional sheets of the same size) 1 CONTINUATION PAGE COMMONWEALTH OF PENNSYLVANIA SCHEDULE H RNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GERALDINE GIBB FILE NUMBER ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MIDDLETOWN HOME NH -NURSING HOME $1,975.29 2. COMMONWEALTH OF PENNSYLVANIA -STATE EMPLOYEES' RETIREMENT SYSTEM -OVERPAYMENT $138.33 3. ROBERT JONES & ASSOCIATES -APPRAISAL OF REALTY KNOWN AND NUMBERED AS 239 RIDGE HILL ROAD, MECHANICSBURG, PA 17050 $350.00 4. ROBERT ENSMINGER APPRAISERS -APPRAISAL OF PERSONAL PROPERTY $90.00 5. DELUXE CHECKS -AUTOMATED DEBIT -ESTATE CHECKS $23.00 6. ROBERT HESSOM -PAINTING FEES (2 PAYMENTS) $1,171.54 7. PENNSYLVANIA DEPARTMENT OF REVENUE - 2007 STATE INCOME TAX $112.00 8. DEBRA BASEHORE WIEST, TAX COLL - 2008 REAL ESTAT TAXES $436.13 9. IONNI ABSTRACT COMPANY -PRESENT OWNER SEARCH OF REALTY $45.00 10. REGISTER OF WILLS -FILING FEE FOR PENNSYLVANIA INHERITANCE TAX RETURN AND INVENTORY $30.00 TOTAL $4,371.29 Robert Jones and Associates (717) 652-6600 Pa a #3 o..,"e.wne.,..r.,u,.., UNIFURM RESIUENTIaL OPPR~ISOI RFPIIRT cne~~_ ~o~„o~ Pro a Address. 239 Rid a Hill Road C' Mechanicsbu State PA Zi Cade 17050.1747 Le al Descri lion None rovided data from coun files Deed Book 0032E a e 01086 Coun Cumberland Assessor's Parcel No. 38.16.1346.007 Tax Year 06107 R.E. Taxes 2100 est S ec al Assessments NIA Bomgwer Estate of Geraldine Gibb Current Owner Estate of Geraldine Gibb Occu ant: Owner Tenant Vacant .. Pro a ri hts a raised Fee Sim le Leasehold Protect T e PUD Condominium HUD A onl HOA NIA o. Nei hborhood or Protect Name Silver S rin s Townshi Ma Reference 25420 Census Tract 0118.01 Sale Price NIA Date of Sale NIA Descri lion d amount of Icon char a concessions to be ai b seller NIA Lender Client Salome Sieber Address 14 Fernbrook Circle Lancaster PA 17601 A raiser Glenn Ma ko Address 7800 Allentown Blvd Harrtsbur PA 17112.3759 Location Urban Suburban Rural Built up [] Over 75% ®25-75% ^ Under 25% Growth rate [] Rapid ®Stable ^ Slow Predominant occupancy ^ Owner PRA 9~e family hoAGng S(000) (yrs) 100 Low New Present land use % One family 50 2.4 family 0 Land use change ^ Not likely ^ Likely ®In process Property values [] Increasing ®Stable ^ Declining ^ Tenant 525 Hi h 100+ Multi-family 0 To: Sin le Famil Demand/supply [] Shortage ®In balance ^ Over supply ^ Vacant (0-5%) 'Predominant "' Commercial 1 Marketing time [ Under 3 mos. 3-6 mos. Over 6 mos. Vac. over 5% 235 35 Vac 49 Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: Nei hborhood is considered to be Rt11 to the south Rt81 to the west and the north and Rt114 to the east. Basicall makes u what would be considered the nei hborhood. Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): Made u main) of farms scattered sin le famil dwellin s some new develo meets. Located near the Cumberland voile educational facilities and the area has excellent access to ma or travel routes. Essential services are located whhin a reasonable drive. Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time --such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): Coun Tax Assessment records and the MLS statistics indicate that the nei hborhood rice ran a is stable. The MLS also indicates a narrow list to sale rice ratio of 97% with an avera a marketin time of less than 120 da .The Federal Reserve has recent) lowered the rime lendin rate which ma result in lowerin mort a e rates. Protect In}ormatlon for PUDs (Ii applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? Yes Nq _ Approximate total number of unBs in the subject project Approximate total number of unfts for sale in the subject project Describe common elements and recreational facilities: Dimensions Exact dimensions not available Topography Level at Street Grade Site area .62 acre Corner Lot ^ Yes ^ No Size Avers a for the area Spec'rfic zoning classification and description R2 Residential Shape Rectan ular Zoning compliance ®Legal ^ Legal nonconforming (Grandfathered use) ^ Illegal ^ No zoning Drainage Avera a forthe area Hi hest & best use as im roved: Present use Other use ex lain The current use bein a sin le fa View Houses Land U111klea Public Other Off-shelmprovements Type Public Private Landscaping Avera eforthearea Electricity ~~ Street Asphalt ® ^ Ddveway Surface As haft Gas ^ Curb/gutter None ^ ^ Water ^ Well Sidewalk None ^ ^ SanRary sewer ^ On site Street lights None ^ ^ Apparent easements Normal utili FEMA Special Flood Hazard Area ^ Yes ®No FEMA Zone C Map Date 51211983 Storm sewer Alle None FEMA Ma No. 42037000158 Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconform ing zoning use, etc.): There were no a arent easements encroachments or other conditions which would have an adverse im act on the sub'e ct. No deed was su lied to the a raiser site size fs from coun assessment records see sco a #3. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Unfts 1 Foundation Concrete Block Slab None Area Sq. Ft. 1224 Roof ^ Nq. of Stones One Exterior Walls BrickVin VAv Crawl Space None % Fnished 30 Ceiling Conel ^ Type (Def./Att.) Detached Roof Surface As halt Basement Yes Ceiling Dro Ceilin s Walls Concl ^ Design (Style) .Ranch Gutters & Dwnspts. Aluminum Sump Pump Yes Walls Painted Block floor None ^ Existing/Proposed Existin Window Type Wood DIH Dampness See Comm. Floor Tile None ^ Age (Yrs.) 44 StorMScreens Stone Units Settlement No Evidence Outside Entry None Unknown ^ Effective A e rs. 22 Manufactured House No Infestation No Evidence ROOMS Fo er Livin Dinin Kitchen Den Famil Rm. Rec. Rm. Bedrooms # Baths Laund Ot her Area S . Ff. ' Basement 1224 Level) 1 1 1 3 2 1224 Level2 finished area above rode contains: 6 Rooms 3 Bedroom s ~ 2 Bath s ~ 1224 S uare Feet of Gross Livin Area INTERIOR Materials/Condition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE: R'~Jrs CarpetBVin IlAvera a Type Hwbb Refrigerator ^ None ^ Fireplace(s) # ^ None ^ 2 Walls err walllAvera elFair Fuel Oil Range/Oven ® Stairs ^ Patio Yes ® Garage # of cars TriMFinish Wood (Avera a Condition Av Disposal ^ Drop Stair ^ Deck ^ Attached XXXX Bath Floor CersmiclAv COOLING Dishwasher ^ Scuttle ® Parch Full Front ® Detached Bath Wainscot CeramiclAv Central Yes FaNHood ® Floor ^ Fence ^ Built-In Doors WoodlAv Other NIA Microwave ^ Heated ^ Pool ^ Carport KhchenMn IlAvera a Condition NIA Washer er Finished Drivewa As halt Adtlfional features (special energy efficient items, etc.): Pa finished lower level whole house fan. Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction, remodeling/additions, etc.: Noted Burin the ins ection was: Alum.sidin is fadin and needs ainted or re laced to et needs cleaned or re laced basement is showin si ns of ossible water see a e as the file floorin Is raisin Dwellin is overall somewhat dated but in avera a condition for a dwellin over 40 ears old. The h sical condition de reciatlon factor will be reflected b the effective a e stated here in. No functional de reciatlon is noted nor is there an external de reciaton. Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of the subject property.: Unless otherwise noted the a raiser did not observe an environmental factors. The a raiser is not an ex eft in this field see attached limflin condhions. Freddie Mac Form 70 6/93 PAGE 1 OF 2 Fannie Mae Form 1004 6/93 Form UA2 - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE Pa a #4 IINIFARM RFC111FNT1~1 oPPR01SOL REPORT Fliau~ nantlae ESTIMATED SITE VALUE .............................................. _ $ 50 000 ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS: Dwelling 7,224 Sq. Ft. @$ 69.60 = $ 109,670 @$ 26.70 = 33,055 1 224 Sq Ft Comments on Cost Approach (such as, source of cast estimate, site value, square foot calculation and for HUD, VA and FmHA, the estimated remaining economic I'rfe of the property): The Marshall Swift Service was utilized in the com IeUon of the Cost A roach. The GLA is calculated usin the , . . Porch Patio = 6,500 exterior dimensions of the dwellin . @$ 19.80 = 10,296 520 Sq Ft Garage/Carport • . . _ _ $ 159,521 Total Estimated Cost New ._..__ .................... Less Physical Functional External 56 496 ~ ~ _$ 58 496 Depreciation _ _$ 101025 reciated Value of Improvements De ................................. p _$ 6000 "As-is"Value of Sitelmprovements ......_.____..__......._..... INDICATED VALUE BY COST APPROACH ............................ = 157,025 ITEM SUBJECT COMPARABLE N0. 1 COMPARABLE N0.2 COMPARABLE N0.3 239 Ridge Hill Road Address Meehanicsbu 80 Bali Hai Road Mechanicsbur 176 State Road Mechanicsbu 725 Hogestown Road Mechanicsbur Proximi to Sub'ect 4.02 miles NE 2.3 miles SE - 2.87 miles E Sales Price NIA 19000 ~ "-. 180,000 ~ "'' 170000 Price Grass Livin Area ~ _ 146.41 ~ . - ~ 114.21 ~ '~ 141.55 ~ Data and/or Ver'rficationSource Public Records Ins ection Public Records MLS1Assesamentfile Public Records MLSIAssessmentfile Public Records MLSIAssessmentfile VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION ~ + - $ Ad'ust. DESCRIPTION + - $ Ad'ust. DESCRIPTION ~ + - $ Ad'ust. Sales or Financing Concessions ` : Conventional 0 9 dom 0 Conventional 0 88 dom 0 Cash 0 122 dom 0 Date of Sale ime 12.14.07 0 03-30.07 0 09.2407 0 Location Rumt Rural 0 Rural 0 Rural 0 Leasehol Fee Sim le Fee Sim le Fee Sim le 0 Fee Sim le 0 Fee Sim le 0 Site .62 acre .46 acre +2 000 1.21 acre -10 000 .53 acre 0 View Houses Land HouseslLand 0 Houses Land •80 HouseslLand 0 Desi n and A cal Ranch Ranch 0 Ranch 0 Ranch 0 Ouali of Construction Brick&Alum BrBVin 0 Brick8~Alum 0 BrickB:Alum 0 A e 44 41 0 53 0 40 0 Condition Avera e U dated •19 000 Avera e 0 Avera e 0 Above Grade Total ~ Bdrms ~ Baths Total I Bdrrns ~ Baths ~ 0 Total I Btlrms ~ Baths ~ 0 Total I Btlrms ~ Baths ~ 0 Room Count 6 3 2 6 3 2 0 6 3 2 0 6 3 2 0 Gross Livin Area 1 224 S . Ft. 1 287 S . ft. ~ -1 890 1 576 S . Ft. ~ •10 560 1201 S . Ft. ~ +690 Basement & Finished Rooms Below Grade 100°k 130% Needed work 100% 170 % •10,OOD U dated LIL 0 100% 175% •10,000 Full Bath •3 000 100% 170% •10,000 None 0 • Functional Util' Avem a Avem e 0 Avera e 0 Avera e 0 Heatin Coolin HWBBICA RadianUNone +3 000 F.W.A.1 CA 0 HwbbICA 0 Ener Efficient hems Stonn Units Thermo ones •3 000 Storm tints 0 Storm Units 0 tiara Ca ort 2 Car Attached 2 Car Attached 0 3 Car Attached -3 000 2 Car Attached 0 Porch, Patio, Deck, Fire laces etc. Patto.Porch None Porch. 0 None PorohPatio 0 None 0 PorchPatio 0 None 0 Fence Pool etc. None None None 0 None 0 Other None 1 Fire lace •1 500 Fire lace •1 500 1 Fire lace •1 500 Net Ad'. total f-I + __ - ' •30 390 n + IR - i •38140 n ±_ IRI - i •10 810 Adjusted Sales Price of Com arable 160 610 141 860 ~ 159190 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc.): All com s are moth s le dwellin s located in the sub ects townshi .Each where constructed Burin the same era. After ad uated these sales show a ran a of value with the o anion of value bean derived from all com ambles. See addendum for further ex lanations of some ad'ustments. ITEM SUBJECT COMPARABLEN0.1 COMPARABLEN0.2 COMPARABLEN0.3 Date, Pdce and Data None in the last 36 n None in the past 12 months None in the past 12 months None In the past 12 months Source, for prior sales NIA NIA NIA NIA within ear of a sisal Assessment Record Assessment Records Assessment Records Assessment Records Analysis of any current agreement of sale, option, or listing of subject property and analysis of any prior sales of subject and comparables within one year of the date of appraisal: INDICATED VALUE BY SALES COMPARISON APPROACH .................................................................................................. $ 155000 INDICATED VALUE BY INCOME APPROACH 'rf A licable Estimated Market Rent NIA o. x Gross Rent Multi lier NIA = NIA This appraisal is made "as is" subject to the repairs, alterations, inspections or conditions listed below subject to completion per plans 8 specrfications. Conditions of Appraisal: The a miss) is com lsted in the "AS IS" condition. final Reconciliation: The Sales Com orison A roach to value is considered to be the most accurate method of achievin an estimated market value due to the availabill of com ambles. The Cost A roach usual) sets the hi h limit of value and is used to su ort the Sales Com orison A roach. The lack of data to develo a month) rent multi tier forced the elimination of the Income A roach. The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report, based on the above conditions and the certification, contingent and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/FNMA form 10048 (Revised 06193 ). I (WE) ESTIMATE THE MARK VAL AS DEFlNED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF 01.29-08 (WHICH IS THE DATE I CTION AN HE EFFECTIVE D OF THIS REPORT) TO BE $ 155,000 APPRAISER: SUPERVISORY APPRAISER (ONLY IF REQUIRED): Si nature Signature ^ Did ^ Did Not Name GI n Ma ko Name Inspect Property Date Re ort Si ned 02-17.06 Date Re ort Si ned State Certification # RL-001721•LPACeRR EADp. State PA State Certification # State Or State License # State Or State License # State Freddle MaC Form 70 6/93 PAGt 'L UY T rnnuro inae rmm iuuv v-oo Form UA2 - "WinTOTAI"appraisal software by a la mode, inc. -1-800-ALAMODE ROBERT ENSMINGER APPRAISERS REAL ESTATE and .PERSONAL PROPERTY February 23, 2008 355' tilmerton Avenue 11an~sburg. FA 17109-1132 Salome Sieber ~~~-6s2-41 i i voice 14 Fern Brook Circle 717-835-0638 PTA Lancaster, PA 17601 717-g~~-rso cell threecomp~a'c;omcast.net °'' RE: Estate Of Geraldine Gibb Robert~~Lnsmin~ers.net wvwv.Ensmingers.net Dear Ms. Sieber: In accordance with your request, I have appraised the personal property of Geraldine Gibb, Deceased. The property is located at 239 Ridge Hill Road, Mechanicsburg, PA 17050. I have made a physical inspection of the items listed in the attached report on February 5, 2008. The values shown have been arrived at after a careful study of the property. I believe it to reflect a true measure of its estimated value as of November 22, 2007 which was the date of death. The intended users of this report are the executors of the estate, estate attorneys and the PA Department of Revenue. The intended use of this report is for estate purposes. Estimated value is defined as the appraiser's professional opinion of the estimated gross amount, expressed in terms of cash, which the listed assets would typically realize if exposed for public sale at a properly advertised and professionally managed orderly liquidation at a listed or negotiated price usually within a short period of time of the effective date of this report. Further consideration is given to the ability of the assets to draw sufficient prospective buyers to insure competitive offers are considered. All items are valued on a per item basis, in "as is" condition, with purchasers responsible for removal of assets at their own risks and expenses. Any deletions or additions to the total package could change the psychological and/or monetary appeal necessary to gain the price indicated. Taking into account all of the factors set forth in the pages that follow, it is the opinion of the undersigned that the estimated value of the listed personal property is Two Thousand Seven Hundred Thirty-Five Dollars ($2,735.00.} Employment in and compensation for making this appraisal are in no manner contingent upon the value reported and I certify that I have no financial interest in the property appraised, present or contemplated. Very truly yours, ~~ Robert A. Ensminger, GPPA (Candidate) Scope of Work The following comments expand the Scope of Work to include any additional research or analysis necessary, based on the complexity of this specific appraisal assignment. The scope of work explanations discussed here and within the body of the report further define, clarify and document what the appraiser did [or did not do] in order to develop the appraisal and report the value opinion, based. on the complexity of this appraisal assignment and/or as a result of a supplementary Agreement or Engagement Letter * as accepted by the appraiser, Robert A. Ensminger and his client. " If no written specific and or supplemental Scope of Work was agreed upon with the client (prior to accepting the assignment, by formal engagement letter and included in this repot) the Scope of Work outlined here and within the report, is considered to be representative of what typical users of appraisal services would require and in general, what appraisers would provide as reasonable, acceptable and su~cienf for the stated intended user's needs. COMPLETE VISUAL INSPECTION: It should be noted that the Appraiser conducted a visual inspection of only the readily accessible areas of the assets, viewing only those components of the asset which were clearly visible. No tests we made of any mechanical, electrical or electronic systems as such tests are not within the Scope of Work. Comments on the condition of the asset are based on a casual observation only and which may have been limited by the placement of the assets so as to preclude observation of the items blocked by same. Although the report may cite a general rating of the adequacy and or condition (based on observation only) it should be clearly understood that these statements are a general guide for comparison purposes (as part of the valuation process) and are not a detailed report on the physical and or operational condition of these items. The appraiser is not an expert in these matters and any opinion stated is advisory based only upon observation. While others may choose to rely on the report, they should not rely on it to disclose condition and stated defects. Such knowledge goes beyond the scope of this appraisal and as such, comments on observed conditions given in this report should not be taken as a guarantee that a problem does not exist. REPAIRS/DETERIORATION: An effort was made to report those repair items that, in the appraiser's opinion, will affect safety, adequacy, and marketability of the property. The Market Data or Sales Comparison Approach to value compares recent sales of similar assets to the subject asset being appraised. Adjustments may be made to the comparable sale for such items as condition, age, provenance, obsolescence and time of sale to arrive at an indication of the most probable selling price of the asset. The Market Data Approach is based on the premise that the asset is easily substituted in the market place for a similar asset of similar quality and price. The market is an established means of buying and selling assets through established channels including auctions, second hand dealers, public and private sales. Auctions are the preferred method of marketing when a liquidation value is being sought. Auctions are usually properly advertised and professionally managed and assets can be liquidated in a relatively short period of time. The orderly liquidation value as reported herein is not consistent with the definition of "insurable value" and should not be relied upon for insurance purposes. The Cost Approach measures value by determining the current cost of an asset and adding for appreciation or deducting for depreciation. Several types of depreciation can be associated with an asset including, but not limited to physical deterioration, functional, economic and technological obsolescence. Since depreciation is very subjective and sometimes difficult to prove, use of the cost approach and reliability on the same as a value indicator could be misleading. In most cases the Cost Approach is not deemed necessary to the developrr~nt of a reliable value opinion, therefore the Cost Approach has been excluded and was not used in this report. Scope of Work (Concluded) The INCOME APPROACH is typically developed when the value is related to the economic return that an asset can produce. It is usually not applied to individual assets due to the difficult task of identifying individual income streams. The Income Approach is typically used with assets that produce rental income, especially large, movable construction equipment, and commercial transportation vehicles. The appraiser has determined the Income Approach was not appropriate and meaningful to the analysis and value opinion. For this reason, the Income Approach was not employed as a valuation tool. EXTENT OF DATA RESEARCH: Sales and listings of assets comparable to the assets being appraised have been researched, verified, analyzed, and reported. Sales data of assets geographically, physically, functionally and economically similar to the subject assets and that are sufficiently recent to reflect current buyer and seller actions were researched and considered. tf necessary and applicable, the appraiser also researched data on comparable income and expense information and replacement costs. Depending upon the availability and reliability of various data sources, the appraiser used any combination of reasonably available information from owner's comments; buyer's descriptions; manufacturer's and dealer's web sites; brochures; Internet auction sites such as eBay or Auction Arms; informational web sites such as Kelley Blue Book, NADA, Edmunds, Machinery Trader, Art Facts, Prices for Antiques and the like; posted auction prices of other auctioneers; the appraiser's own experiences selling similar type assets at public auction and the appraiser's personal library. When and where possible, the applicable information was verified with sources deemed to be reliable and from a disinterested party or corroborated with a 3`d party source. In some cases, the motivations of the parties and otherfactors (terms, arms-length transactions, etc.) may not have been available and the data was used at "face value as factually accurate." DISCLOSURE/DISTRIBUTION: Regardless of who paid for this appraisal report, the intended user is only the client stated within the report. The appraisal and report may be inappropriate for use by parties other than the intended user and could place them at risk. Despite the means of possession of the report, this appraisal should not be used or relied on by anyone other than the stated intended users and for the stated/intended purpose. The Intended User of this appraisal report is the Client. The Intended Use is to evaluate the assets that are the subject of this appraisal for reasons stated elsewhere in this report, subject to the stated Scope of Work, purpose of the appraisal, the developmental and reporting requirements of the Uniform Standards of Professional Appraisal Practice (USPAP,), and the Definition of Value. The nature of the assignment may infer Additional Users of this report. Examples would where this appraisal is to be used for (a.) legal purposes whereby the client's attorney and authorized court personnel become users of this report on behalf of the client; and (b.) estate purposes whereby the client's attorney and authorized taxing authorities become users of this report. This report is copyrighted by Robert A. Ensminger, ©2008, and may be registered in the U.S. Copyright Office. Any reproduction, electronic or otherwise, of analyses, drawings, photographs, contents, representations or opinions of value made in this report for purposes other than those stated in this report, is not permitted. THE VALUE OPINION: The value opinion stated in the report is based on my analysis as of the effective date shown in the report. The value opinion considers the productivity, economic and physical conditions of the assets only as of the effective date of this appraisal. As market conditions are constantly changing, this value opinion may not be valid in another time period. Statement of Assumptions and Limiting Conditions 1. In preparation of this appraisal report, no investigation was made as to the actual ownership of personal property herein appraised. Unless otherwise stated, the personal property has been valued in fee simple, unencumbered by liens and fractional interests. 2. All opinions as to values stated are those of the appraiser and are based upon the facts and data made available to me. The appraiser assumes no liability or responsibility for changes in the market place or in technology, which may in some way, alter or change the stated values. 3. No responsibility is assumed for information furnished by others and the appraiser assumes no responsibility for matters of a legal nature. 4. This appraisal was made for the purpose stated and is not to be used for any other purpose. S. Possession of this appraisal report, or a copy thereof, does not carry with it the right of publication. It may not be used for any purpose by any person other than the party to whom it is addressed and the stated users without the express written consent of the appraiser. 6. The appraiser, by reason of this appraisal, shall not be required to give testimony as an expert witness in any legal hearing or before any court of law unless advance arrangements have been made with the appraiser at an additional fee. 7. Leasehold improvements have not been taken into consideration unless specifically noted in the appraisal report. 8. The appraiser has used his best professional judgment to accurately value the subject according to the specified definitions, and the values reported in the appraisal documents represent the opinion of the appraiser as of the effective date of the appraisal. Such values are subject to significant alteration and will be affected by time, changes in condition, obsolescence, changes in the market place or in the economy and many other factors beyond the control of the appraiser. Reliance upon stated values for any purpose, beyond the effective date of this appraisal is inadvisable. 9. Authenticity of paintings and art work and provenance of antiques and decorative arts is assumed, but not guaranteed. Paintings and art work under glass were not examined out of frames and are assumed to be as identified and in good condition unless otherwise stated. Statement of Assumptions & Limiting Conditions (Concluded) 10. Services containing multiple pieces may or may not have been completely examined, and are assumed to be complete and in good condition, unless otherwise stated. An individual piece is assumed to be representative. as to condition. If values are given per set or per lot, the value is for the set or the lot, and no opinion is given as to an individual value, or to proportionate values. 11. Porcelains, pottery, ceramics, and other fragile items have not been examined to museum standards or methods, for repairs or hidden damage, and are therefore subject to further examination. 12. Colored stones and diamonds may be enhanced by using one or more techniques including, but not limited to, clarity enhancement, resins, and heat treatment. In many cases, it is impossible to tell whether a natural stone has been enhanced without a detailed report from a qualified laboratory. The value determination in this report assumes that no major enhancement has taken place unless so stated. 13. Ivory, jade, bronze, gold, sterling silver, and similar materials have not been tested by laboratory standards, or methods for purity and authenticity, and are subject to further examination. 14. Machinery, equipment and vehicles were not operated and are assumed to be in working condition unless noted. 15. Electronics and computers were not tested and are assumed to be in working order unless noted. 16. Firearms were not examined internally and were not fired. Various component parts were not checked for matching serial numbers. All firearms are assumed to be in working order unless noted. 17. Measurements and weights are approximate. Wood identity is not guaranteed without further research. 18. It should be noted, that any additions or deletions to the total assets could change the psychological and or monetary appeal necessary to obtain the values indicated within this report. Certifications I certify that, to the best of my knowledge and belief: • The statements of fact contained in this report are true and correct. • the reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. • I have no present or prospective interest in the property that is the subject of this report and no personal interest with respect to the parties involved. • I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. • My engagement in this assignment was not contingent upon developing or reporting predetermined results. • My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined 'value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. • My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. • I have made a personal inspection of the property that is the subject of this report. • No one has provided significant personal property appraisal assistance to the person signing this certification. ~~~ Robert A. Ensminger, GPPA Candidate February 22, 2008 Estate of Geraldine Gibb Item Descri tion Value a ogany e roam suite - ou e e resser mirror c es a drawers $ 300.00 RCA TV $ 25.00 Lamp $ 15.00 Double bed $ 25.00 Dresser $ 25.00 Chair $ 10.00 Misc. linens $ 25.00 Lane cedar chest $ 75.00 Waterfall cedar chest $ 60.00 Desk $ 75.00 Plank bottom chair $ 65.00 Dirt Devil vacuum cleaner $ 70.00 Misc. in bedrooms $ 35.00 Chair $ 20.00 r~ano9any ena table ~ 30.00 Recliner $ 10.00 Rocking recliner $ 25.00 Hexagon end and coffee tables $ 75.00 Lamps -Pair $ 20.00 Misc kitchen items $ 20.00 a ina ompany or ewe ea ompany, ameo ose pa ern, serivice for 8 $ 120.00 a ogany uncap y e s y e fining room sui e, ex ension a e, chairs, buffet and china cabinet $ 400.00 Kitchen table & chairs $ 70.00 Small Appliances $ 20.00 evro e umina, mi es, average con lion - is vehicle was not seen by the appraiser and is valued form Kelley Blue Book and Edmunds Used Car Guide $ 800.00 Oak washstand $ 75.00 Oil lamp $ 10.00 Square table $ 25.00 Chairs $ 20.00 Black & Decker workmate $ 15.00 Misc. in Basement $ 25.00 Toro GTS 6.5 HP Lawn mower, 22" cut, front wheel drive $ 125.00 Misc. lawn & garden tools $ 25.00 TOTAL $ 2,735.00 Page 1 of 1 Photographs Client Estate of Geraldine Gibb Pro ert Address 239 Rid a Hill Road Clt Mechanicsbur Coun Cumberland State PA Zi Code 17050 A raiser Robert A Ensmin er Dining Room 239 Ridge Hill Road Dining Room Living Room Form LPICPIX.DSS_LTIR - "WinTOTAL" appraisal software by a la mode, inc. -1-8(X)-ALAMODE Robert Ensminger Appraisers Client Estate of Geraldine Gibb File No. 0000551 Pro ert Address 239 Rid a Hill Road Cit Mechanicsbur Cou Cumberland State PA Zi Code 17050 A raiser Robert A Ensmin er APPRAISAL AND REPORT IDENTIFICATION This Appraisal Report is 9Il~ of the following types: ^ Self Contained (A written report prepared under Standards Rule 8-2(a) , persuant to the Scope of Work, as disclosed elsewhere in this report.) ®Summary (A written report prepared under Standards Rule 8-2(b) ,persuant to the Scope of Work, as disclosed elsewhere in this report.) ^ Restricted Use (A written report prepared under Standards Rule 8-2(c) ,persuant to the Scope of Work, as disclosed elsewhere in this report, restricted to the stated intended use by the specified client or intended user.} Comments on Standards Rule 8-3 I certify that, to the best of my knowledge and belief: - the statements of fact contained in this report are true and correct. - the reported analyses, opinions, and conc~sions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional anayses, opinions; and conclusions. - I have no present or prospective interest in the property that is the subject of this report and no personal interest with respect to the parties irrvoNed. - I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. - my engagement in this assignment was not contingent upon devebping or reporting predetermined results. - my compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated resurt, or the occurrence of a subsequent event directty related to the intended use of this appraisal. - my analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. - I have, unless specifically stated in the report, made a personal inspection of the property that is the subject of this report. - no one provided significant personal property appraisal assistance to the person signing this certification. APPRAISER: Co-Appraiser. Si nature: d~~"~y/ ~~~ Signature: 9 Narne: Robert Ensminger Name: Date Signed: 2/23/2008 Date Signed: State Certification #: RL000952L State Certification #: or State License #: or State License #: State: PA State: Expiration Date of Certification or License: 6/30/2009 Expiration Date of Certification or License: Inspection of Subject: Inspection of Subject: ^ None ^ Interior ^ Exterior ^ None ^ Interior ^ Exterior Date of Inspection February 5 2008 Date of Inspection Form ID06_lT - "WinTOTAL"appraisal software by a la mode, inc. -1-800•ALAMODE Robert Ensminger Appraisers ENGAGEMENT LETTER Date February 5, 2008 Client Estate of Geraldine Gibb Address 14 Fern Brook Circle PA 17601 RE: Appraisal of Personal Property Dear Ms. Sieber Pursuant to your request, we are happy to submit a proposal for the appraisal of the property located at 239 Ridge Hill Road, Mechanicsburg, PA 17050 The appraisal shall be prepared for Estate of Geraldine Gibb and is for the sole and exclusive use of Estate of Geraldine Gibb , We request that you seek our written authorization before releasing the report to any other party. The assignment will be to formulate an opinion of market value for the property. The legal property appraised would be the undivided fee simple interest. The property will be valued as of November 22, 2007 , The appraisal will be prepared in accordance with the Uniform Standards of Professional Appraisal Practice. Attached to this letter you will find a copy of our Statement of Limiting Conditions and Appraiser's Certification which are attached to all appraisals ixepared by this office. Please review and initial each attached page and return the executed copy to us indicating your acceptance and approval of our Limiting Conditions and Appraiser' s Certification. The estimated completion date of the appraisal is February 22, 2008 , We can only complete the appraisal by this date if we receive from you in a timely manner any relevant information needed for the preparation of the report. In order to complete this appraisal, the following information will be needed: We will furnish you with 3 copies of the appraisal report. Our fee for this appraisal will be $ 90 per hour This fee ®dces ^ dces not include the cost of certain expenses that may be incurred in the preparation of the report. If expenses are not included, a bill for these expenses will be provided to you upon completion of the report. ^ A retainer in the amount of $ must be paid to this office before we can commence the preparation of this report. ® A bill for the $ 90 per hour appraisal fee will be presented and immediate payment will be requested at the time the report is completed. ^ A bill for the appraisal fee of $ along with any other expenses incurred will be presented to you along with the completed report. We will proceed with the preparation of this appraisal upon receipt of a signed copy of this letter and an initialed copy of the Statement of Limiting Conditions and Appraiser' s Certification. If you have any questions about anything contained in this letter or in any of the attachments, please give us a call. Sincere ~G~ /Z ~~ Engagement Letter Accepted: (client signature) (date) Form ENG2_LT - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE Robert Ensminger Appraisers PRIVACY NOTICE Pursuant to the Gramm-Leach-Bliley Act of 1999, effective July 1, 2001, Appraisers, along with all providers of personal financial services are now required by federal law to inform their clients of the policies of the firm with regard to the privacy of client nonpublic personal information. As professionals, we understand that your privacy is very important to you and are pleased to provide you with this information. Wipes o~czn~~lb.I..i.~_Personal Infol[T1~~i_~~.1L~~pI.Le~#~ In the course of performing appraisals, we may collect what is known as "nonpublic personal information" about you. This information is used to facilitate the services that we provide to you and may include the information provided to us by you directly or received by us from others with your authorization. Parties to Whom We Disclose Information We do not disclose any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated third parties, except as necessary or as required by law. By way of example, a necessary disclosure would be to our employees, and in certain situations, to unrelated third party consultants who need to know that information to assist us in providing appraisal services to you. All of our employees and any third party consultants we employ are informed that any information they see as part of an appraisal assignment is to be maintained in strict confidence within the firm. A disclosure required by law would be a disclosure by us that is ordered by a court of competent jurisdiction with regard to a legal action to which you are a party. Confidentiality and Security We will retain records relating to professional services that we have provided to you for a reasonable time so that we are better able to assist you with your needs. In order to protect your nonpublic personal information from unauthorized access by third parties, we maintain physical, electronic and procedural safeguards that comply with our professional standards to insure the security and integrity of your information. Please feel free to call us an any time if you have any questions about the confidentiality of the information that you provide to us. . ©MsT~~~nk 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 December 13, 2007 Harry L Bricker Jr Attorney At Law 407 North Front Street Harrisburg, Pennsylvania 17101-1296 Re: Estate of Geraldine L Gibb Social Security: 196-14-3362 Date of Death: November 22, 2007 Dear Sir or Madam: Per your inquiry dated December 04, 2007, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type ofAccount Checking Account Account Number 42703832 Ownership (Names ofi Geraldine L Gibb Opening Date 10/28/86 Balance on Date of Death $10,263.56 Accrued Interest $ 0.17 Total $10,263.73 2. Type ofAccount Certificate of Deposit Account Number 031003915938583 Ownership (Names ofi Geraldine L Gibb Opening Date 12/19/05 Balance on Date of Death $1, 048.89 Accrued Interest $ 34.81 Total $1, 083.70 3. Type ofAccount Certificate of Deposit Account Number 03100391 5938591 Ownership (Names ofi Geraldine L Gibb Opening Date 12/19/05 Balance on Date of Death $1,048.89 Accrued Interest $ 34.81 Total $1, 083.70 4. Type ofAccount Certificate of Deposit Account Number 031003915938608 Ownership (Names o, fl Geraldine L Gibb Opening Date 12/19/05 Balance on Date of Death $1,048.89 Accrued Interest $ 34.81 Total $1, 083.70 5. Type ofAccount Certificate of Deposit Account Number 031003915938616 Ownership (Names ofi Geraldine L Gibb Opening Date 12/19/05 Balance on Date of Death $1, 048.89 Accrued Interest $ 34.81 Total $1, 083.70 6. Type ofAccount Certificate of Deposit Account Number 031003915938624 Ownership (Names ofi Geraldine L Gibb Opening Date 12/19/05 Balance on Date of Death $1,048.89 Accrued Interest $ 34.81 Total $1, 083.70 7. Type ofAccount Certificate of Deposit Account Number 031003915938632 Ownership (Names o~ Geraldine L Gibb Opening Date 12/19/05 Balance on Date of Death $1,048.89 Accrued Interest $ 34.81 Total $1, 083.70 8. Type ofAccount Cert~cate of Deposit Account Number 031003915938640 Ownership (Names o~ Geraldine L Gibb Opening Date 12/19/05 Balance on Date of Death $1,048.89 Accrued Interest $ 34.81 Total $I, 083.70 9. Type ofAccount Certificate of Deposit Account Number 031003915938658 Ownership (Names o~ Geraldine L Gibb Opening Date 12/19/05 Balance on Date of Death $1, 048.89 Accrued Interest $ 34.81 Total $1, 083.70 l0. Type ofAccount Cert~cate of Deposit Account Number 031003915938666 Ownership (Names o~ Geraldine L Gibb Opening Date 12/19/05 Balance on Date of Death $1,048.89 Accrued Interest $ 34.81 Total --------------------------------- $1, 083.70 11. Type ofAccount Certificate of Deposit Account Number 031003915938674 Ownership (Names o,~ Geraldine L Gibb Opening Date 12/19/05 Balance on Date of Death $1, 048.89 Accrued Interest $ 34.81 Total $1, 083.70 Please be advised, there was no safe deposit box found for the above decedent. ** For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Hampden Office # 717-255-2293. Sincerely, Nancy Clagett Records Management December 13, 2007 Account # 0196XXXXXX :HARRY L. BRICKER JR. 407 NORTH FRONT ST :HARRISBURG, PA 17101-1296 :Dear MR. BRICKER JR.: 'The following is the status of GERALDINE L. GIBB's account with PSECU as of the date of death ,Ioint Owner's Name NONE Date of Death 11.22.2007 ]Date of Birth 05.24.1924 Share Description Open date Balance Accrued Dividend S O1 Regular Shares 08.10.1983 $ 5,281.73 $ 3.77 S 04 MoneyHandler 08.10.1983 0.00 0.00 C 50 12 Month Certificate 09.09.2005 16,516.30 48.27 C 58 6 Month Certificate 10.23.1998 4,201.51 11.94 G 63 6 Month Certificate 10.22.2001 8,491.44 24.14 C 64 12 Month Certificate 12.18.2001 6,298.70 18.59 C 65 6 Month Certificate 01.04.2002 7,537.81 21.42 C 66 6 Month Certificate 01.29.2002 2,938.24 8.35 C 67 6 Month Certificate 01.29.2002 5,548.32 15.77 C 68 6 Month Certificate 03.15.2002 13,827.87 39.30 C 69 6 Month Certificate 03.25.2002 3,910.23 11.12 C 70 6 Month Certificate 04.03.2002 10,421.05 29.62 C 71 6 Month Certificate 05.10.2002 1,635.25 2.56 Loan Description Open Date Balance Accrued Interest L 09 VISA* 08.30.1995 $ 0.00 $ 0.00 Payment received July 23, 2007, left $.68 balance-$20.17 received September 11, 2007. We had our VISA staff adjust interest, removed three $201ate fees, which brought it to $0.00 balance. The dividend earned from January 1, 2007 through the date of death was $3,621.46. We do not have safe deposit boxes for our members. We need the executors to sign, date and return the enclosed Authorization to Close Account form. If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, ti Meade Fair x Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Mam Address: 1 Credit Union Place, Harrisburg, PA 171 10-2990 717.234.8484 800.237 7328 j ____ _ Mailin _Address: P._O. Box 67013, Harrisbur~~, PA 17106-7013 717_.7_7_7.2100 (TDD~• 800.472.1967 LDD) 'i=°~ This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender ~~ ~ ~ ~ www.p5etu.tom g ~ AmeriChoice FEDERAL CREDIT U N I O N Building Relationships For Life December 11, 2007 Harry L. Bicker, Jr. Attorney At Law 407 North Front Street Harrisburg, PA 17101 To Whom It May Concern: The following is the information that you had requested in your correspondence. Mrs. Gibb had one membership account number, 32942. There were several certificate suffixes attached to this account number. The account was established on 02/13/2001. The account was titled as an individual account. The date of death balance was $52,421.26. The accrued interest amount is $945.16. There were no beneficiaries listed for any of the suffixes attached to this account and the descendent did not maintain a safe deposit box with us. Enclosed is a check payable to the Estate of Geraldine L. Gibb, Deceased as requested. If you would need any additional assistance, please contact me at (717)697-3474, ext. 4515. Sincerely, ~~U~ ~~~~ v-0 Maggie Strohm Operations Administrator Main Office: 2175 Bumble Bee Hollow Road • Mechanicsburg, PA 17055 • Phone: (717) 697-3474 • Fax: (717) 697-3713 Website: www.americhoice.org ~~~ ~ = r NCUA E°"'~ twu~w [~, L~DER ••~, LENDER CREDIT' UNIONS' EXECUTIVE OFFICES OFFICE OF ADMINISTRATION BUREAU OF BUREAU OF EMPLOYEE BENEFITS AND SERVICES Group Life Insurance Program 613 North Street Finance. Building Room 513 Han'isburg, PA 97120-0400 April 14, 2008 Mr. Harry L. Bricker, Jr. 407 North Front Street Harrisburg, PA 17101 Dear Mr. Bricker: The original check which you. returned and which we .are sending back to you enclosed with this letter represents a prorated payment of the Medicare Part B premium penalty through the date of the death of your client, Geraldine L. Gibb. If she had lived for the full fiscal year, your client would have been entitled to a payment of $228.00. The executor of your client's estate may .cash this check and place the proceeds in your client's estate account to be distributed according to her wishes. Although the commonwealth considers this payment to be non-taxable for both federal and state income tax purposes, we do not give tax advice. If you have any questions, you may contact me at (71.7) 787-9872. Sincerely; ~c'-~ Jonathan E. Ebersole Group Insurance Analyst Enclosure CJI.~. ~' 1.ANCAS~`EF4, pA { ;,., °~ "'~ ~ ~ ~. , •~... ,,, ,, ~,,~~ ~« ftg ~+ ~ , VERI~IEA#'K7i~YAVA~I'f-Al~ ~ ~ ~ pt ~ •~.~' j7 , ~ r~ ., ~~ ~ ''~ ~~, '~~ ~„` ~ ~Ftt~~a,tE p ~~• 4i ..t 1r ''~: ~,• ~7/ r '° ~'~i 't},A,-~ !t`ar' Y~"'~ r ~~ .~•, ~ '~'~,~..arr o- p o ON Ct5 CTS ~ ;-,~ Q„ ,° ,: ~, ~ 70 THE ORDER O~ ' ~ VOtD AFTER 1a0DAYS O ~ . ' .. .... .. . . ... . •.. .• o ~ GERALDINE ~~ ~ ~ GIBE \ ::~ w -- __ `239 RIDGE HILL RD ~ v, _~_ I EGHANICSBURG PA 17055-0000: o _ ` '~ • ,~.:.~ a-~;,~y ~v TRF,~$U~1 R OF F'ENN$YtVANiA .,,,ter ~-~}.~a _; 1 d. ~a.^.,,~L~T ,q- '^, K ~ ... ... r„ ?'•~" ;"''`s~tt?~'~'.z,}~EYJ.%5 f,~J~Xi'O.f+4.f?•ei~~,i, :~.!4~%;`;`•;S{".~. •,! r ~ 3i nl,..•dk i~•... ,,::..,'`~<~Y<. r. r?;;..e>~, i~ '.~ !!'56248470!!' ~.~:0.3i30L422~: 219 538471 _ . _ _ ~_ COMMONWEALTH OF PENNSYLVANIA STATE EMPLOYEES' RETIREMENT SYSTEM 30 NORTH THIRD ST STE 150 HARRISBURG, PA 17101.1716 1-800-633-5461 www.sers.state.pa.us April 17, 2008 B MOSEL S SIEBER H BRICKER JR EXEC GERALDINE GIBB ESTATE HARRY L BRICKER JR ESQUIRE 407 N FRONT ST HARRISBURG PA 17101 Member SSN: Beneficiary SSN/EIN SE XXX-XX-3362 30-6151391 Dear Beneficiary: A check in amount of $488.96 will be mailed to you within two (2) weeks from the date of this letter. The amount of $0.00 was withheld for Federal Withholding Taxes. If you have elected to rollover then the taxable portion of $0.00 has been transferred to your qualified plans. This payment represents your designated share of 100.00% in the Final settlement of the Account of GERALDINE L GIBB with this retirement system. If the individual listed above was a member of the Retirement system before January 1, 1982, their contributions prior to that date were taxed as part of their gross income at that time. Therefore, no taxes are being withheld on that portion of their contributions. The difference between the amount of your payment and your share of the deceased member's non-taxable contributions, if any, is taxable for federal income tax purposes. This payment has been reported to the Internal Revenue Service. If a 1099R form is not enclosed with this letter, you will receive one prior to January 31 of next year, with the necessary tax information regarding this payment. Under current law there are no Pennsylvania state or local taxes on any benefits paid from this system. This letter and the 1099R form that you receive should be kept in a safe place, as you will need the information when filing your Federal Income Tax Return. This is the only notice you will receive. There is a $5.00 charge for each request of duplicate information. Sincerely, Debra G. Murphy, Director Benefit Determination Division BEN31 FSL ((III'I II'll I'lII IIII IIII II'll (IIII ~III"III' II'llIIII ("'I IIII ("I . ,~ ~... ~~ ~ , s..~ 00000 061 070 041808 77010293 I 877573 wwwww1391 0009<12 ~Q 14~ 85 57177917 : CDC FUND DEPT PREP DATE VOUCHER WARR4NT { ID - ~ = ~~~, ' -- f, :~ .,~, ,._ ,.: .GH1:CK'NUMBER " =~, ~kILTON SANK ~ t~ ft~ ~f ~ ; ~'' ~ LANCASTER, PA ~ ~ ,,, n ~ °. -., ,. ~ '~` 04/25/200 ~~ VERIFICATION AVAILABLY - "POSITIVE PAY"' PROTECTED ',' _ ~ DATE o -- PAY ~ ~ 9G o ~ ONLI(~F ~ CfSCTS ` C TO THE ORDER OF ~; VOID AFTER 180 DAYS O ~ ~~ ~ *~*****~****488-96 B MOSEL S SIEBER H BRLCKER JR EXEC ~~~ - GERALDINE L GIBB ESTATE ~ HARRY L BRICKER JR ESQUIRE ~ tO 407 N FRONT ST ~~ HARRISBURG PA 17101 ' rn -- w,.. -- s ~....~- .-- ~ ~ ~ _ ___ TREASURER E PENNSYLVANIA. ~~'S7i7791711' ~:03i30i422~: 1219 538471' .. .. February 21, 2008 Harry L. Bricker, Jr. Attorney at Law 407 North Front Street Harrisburg, PA 171 O 1-1296 RE: Estate of Geraldine L. Gibb Dear Attorney Bricker: In response to your letter dated February 1, 2008, we would like to report that Mrs. Gibb does have accounts with our institution. Below are the responses to your inquiries of December 4, 2007: Geraldine L. Gibb, IRA Trust #14 00 0123 0 03 -Opened 2/24/1993 DoD Balance -see attached Listed Beneficiaries -Salome D. Sieber, Earl E. Gibb, Connie L. Goodell, Barbara E. Mosel Geraldine L. Gibb, Revocable Trust #20 00 0122 0 03 -Opened 2/3/1993 Date of Death Balance -see attached Listed Beneficiaries -None We are also returning the correspondence from PSECU that you had forwarded to our office. In addition to the tax information notification, it contained a customer statement and an invoice for a VISA credit card. We have retained the tax information for Mrs. Gibb's 2007 tax return. ~ If you have any questions, please feel free to contact us. Thank you. Sincerely, TRUST DEPARTMENT ,.._ Adam E. Truitt Assistant Trust Officer Enclosures 2 North Main Street, MifJlintown. Pennsylvania 17059-0096 Phone: 7/7-436-1144 Fax: 717-436-1345 Of Mifflintown F.. F.. a M~ WMM W J W Z_ D J Q W t7 CO O O N O DO M N O O ~ ~ ~ O N CO O V' ~ ~ ~ ~ ~ ~ a0 CO O 1~ O O N r 0 ~ 0 > «S r Sri Sri ~ri D O Efl fR H3 69 Efl EA EA 64 ER 64 N3 E9 EA EA 64 EA 69 EA EH EA b4 fA EH (A EA 0 O N Q1 CD OD lt7 N N M O i i i i C O CO CD O V ~ i ~ ~ i .~ _ - N O ` 7 ~ ~ . U U Q 69 EPr (f~ K} EA 64 EH fR (f> 69 H3 69 6R 69 64 ffl 69 EA b4 EA EA 69 b4 (fl fH 00 1~ O O ~- t4 N r O ~ O O' ~ r fD O O O ~ ~ U (p ~ O ~ O C r O V O d ~ r ~ ~ ~ O 69 69 Ef! 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EA EA 64 H1 El} 69 Eli Ef? ff) Ef) Ef) El) (fJ ER Ef3 EA ffl EA ER ER E/4 ~ ~ O N h ~ CO O ~ CD CA m t17 d' O EO ~ EV M ~ I~ ~ O O to a0 (b d' O (A ~' O ~ ~ ~ ~ p r ~ In r M Q N U U Q Ef) Ef) EA ER ER 69 Ef) Ef) EA Ef) Efl EfT ff3 ER ER EH Eli Ef) Efl Ef! ff) ER EfT EfJ EH O O O O O O O f~ O f9 tn O CA O tD O O O 1~ O n ' M r O ~ L[) 0 0 0 ~ O U tf) O O 1~ O O O O O O C to M O N CD 0 0 0 0 0 a En r o 0 o r~ ui ui ui Eri ui p 0 H9 Ef) EfT EfJ ER 69 Ef) Ef? Ef) Ef) EfT Ef? EH Ef) Ef! ER EH EA EA Eli Eft Ef) Ef) EH EFT o o rn o 0 0 0 0 0 0 ~ rn _ o 0 0 0 0 0 0 q_ E0 O O 1~ 0 0 0 0 0 0 ~~ M 0 M 0 O 0 N 0 0 0 0 0 0 0 0 0 0 0 0 0 7~ r r r r r r ~ ~ p O Ff} EJ4 E!4 EfJ Eft fly EA H9 EfJ ff3 p 0 0 0 O O O O O O ~ p N N N N N N N N N J (0 CU n- ~ M EO ~ O) M M ~ M ~ _ co ~ ~ r p ~ y ," o r r ~ o m r r r r O r N r OD O O O O ~, r O 0 0 0 N O N O N O N O N O N O N O N O N O N r E\O M O) O O O) O ~ ~ o CO ~ 0 _ D ~ r O N r t r 0 c D o 0 o 0 En 0 o 0 o 0 0 o a o ~p N ~ tf) ~ 0 O 0 O 0 tf') 0 O 0 t1) ~ M N h r N I~ C7 In lA lf~ ~ M In ll') M l!7 I I I y Z p p C N C C ~ 3 3 ~ z o 0 C Y Y Y Y to U _C C EO EO EO N m m m m ` y 0 0 p p ~ m m U U U -~ -~ ~ m m p ~ c FF C ~ E E ~ Y m m ED EO C 0 C 0 ~ LL LL. 2 2 ~ 0 ` f6 f0 ` c0 ~ f4 ~ N ~ E6 Z N Z m ~ LL N m . o . d a> rn c a~ ' D ' O 'D 'p 'O N N EO ~ f0 I ll lI L LLL L LL LL C7 _ ~ (n 0 0 0 0 O O OI ~ O 0 0 0 0 0 E C) 0 0 0 1 0 d O 0 O 0 O 0 OI 0 l7 0 O 0 O 0 O 0 0 O 0 L O O O OE ~ O O O O O (n ~ r O r O O 1 r ~ r ~ I n t o ~ ~ Allianz Life Insurance Company of North America Allanz ~l~ PO Box 59060 Minneapolis, MN 55459-0060 800/950-1962 March 3, 2008 ESTATE OF ESTATE OF GERALDINE L GIBB c/o HARRY L BRICKER JR 407 NORTH FRONT ST HARRISBURG PA 17101-1296 Re: Geraldine L Gibb, deceased Annuity Policy Number: 448684 Dear Executor: This letter is in response to your request for the date of death value as of November 22, 2007 on the above policy number. We have received the death certificate you have submitted. The above referenced policy has been annuitized. In addition, the present value, future payments discounted at the prime rate, as of the date of death was $2,579.44. Policy Number 448684 is the only policy we have located under Geraldine L Gibb's name. The beneficiaries are three grandchildren, to share equally: Craig Sieber, Todd Sieber, and Monaca Hughes. Claim packets have been sent to the beneficiaries. Should you have any questions, please feel free to contact our office. Thank you. Sincerely, Barbara LaBorde Claims Examiner n w~.w~ an.. c w This is to certify that this is a true copy of the record which~is on file in the Pennsylvania Division of Vital Records in accordante with Act G6, 1'.L. 304, approved by the General Assembly, June 29, 1953• WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $3• ~ (-~av„~ / Y , ~~ Charles Hardester -~ State Registrar 4245857 ~uN t 9 1991 No. Date H,oB.TUa.F. vas TrPE/PaINT IN PERMANE BLACK IN 0 <2 Z COAAMONWEAtTH OF PENNSYLVANIA • DEPItRTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF-DEATH ry. 97A7F Rn F rA1MrFR T NAME O~F D,IECEDENT(Fws. Midas. Lre•) '- ~• 1•~2In ~oc~ ~--(1?c ~~ ~oor.~ml I Manford Charles Goodell BEJI SOCW.SECUIUTV NUMBER DATE OF DEATH iMdM,fMy,'n1arl 2- Iha~e ~• 225 - 14 - 0665 •• .lo a to (4°/ AOE(LM Birttaaq UNDEa1YEAR UNDEa,OM DIIfEOF BIafH BIaf11PlACE (C4yand PLACE OF DEIQNfCliecli oral'orN-tw irNlmclar•amtaner nidM (yoMpe i De„ „~~' ,~~ iMOnm. Dey.'nerl - 91abaFarwgnCwdM nber 6 191 " "" , Valle o CA 79 rn. ~ I~i7tEr~ b tj/ J ~ - 0. 0. 7. ^ Eaoaro.lwnl ~ ow ^ °. ^ RMidFlce ® (~.y, ^ b" COUNTY OF DEMH CRY', BOaO,TW-OF FACD.ITV NAMElh M+~Ringian. qia ehM arw numbw) ECEDEI/T OF MSPANIC ORIDIN7 NNS D RACE•AmMnn hMNn. SIFdr,rMUF. NC. "~ - Dauphin East Hanover Twp 9576 Mountain Road ~~ pp NnOp YYe ^ Myea, epeary CUMn, ~ ~~ « (9PecN) TL ' .D. ... w. . c . ,IL White DECEDENT'B USUAL OCC PRION U IGNOOF BU9INESSANDUSTRV VW9 DEC DENT EVER IN DECEDEM'S EDUCRION MARITAL 9TATU8•MMMd SURVIVING SPOUSE r g A a ~ ~ M E U. E81 M ~~ Wk~owq. In CMS. WFm•ieFn wnFl wg rhrp MN~dF e iMx rblrm ) . ,('prmissior~d Warrant Offi „ Military ~I~S O „ ~MnwMnY1S•caMW „ j°'~' 12 ~ CaMYF "~"°*' ,d Married ,a Connie L. Gibb DECEDENTS MAILNIO.ADDaESS(ShM.Ciry/TOwn, sole zb COdel DECEDENTS Pennsylvania eb ~ East anoVer ~iTa~•M rwaee,a a 7d A T S 9576 Mountain Road ~ . . . C UAL 1 ttle twP. RESIDENCE e.c.eata . Grantville, PA 17028 Dauphin b""'"'^T ; ^~ ~~ ' ~°'""ytle'tl ,.. ,,. ,,, „ „D- ~~. FATHER'S NAME (Fins, Midds, Las) - - Ralph ~C ~ Goodell MOTHER'S NAME(FF,L Midn.. MFIMBurWnM'..F1OSSie (Unknown) ,~- ,~. INFOl,MANT'9 NAME(iyprWnrF( Connie L, Goodell NIF ISYaeI. 21p CaWI ~ Iounn Ro~antville, PA 17028 METHaooFDiBP081TgN DATEOFaSPOSRKkI PLACE acDISPOSRION-N•matdC•nNlary.Cremabry LOCATKM/•cXy/fawn.slF1..21PCoM ~y BurIN^ CrwnMbn RernMYfrom Slale^ pAOrNn, D•Y,'ber) aO1MrPMta /y. „°;~"°^^ °i"°~~'M ~ „D- June 16, 1997 „e, Con-0-Cite Cremato :,d.Schaefferstown PA 17088 RE Ssuc ~ LICENSE NUMBER I+A~~~RE~~ Trefz & Bowser Funeral Home. Inc. • ,, + ~ 22D. FD-013674E 22t. etu 22ac ordywMncandykp tlN bealMmy MriowNdps, daNh xnxree attM time.rMeeM place staled. ~ LICENSE NUMBER OQESKiNE b rbl evaMDMN,bNNdeamb (SiptNnFe rN Takl (Mean. DeY.hwl anM,. ry11N 01 tleull. 27a 220. DAfE PRO I vaAB CASE REFERRED TO ME CAL EXAMINERR,ORONER7 herru 2425 rmrM M wnpNled Dy TIME OF DEATH ED ( d OO P June y g • wren wM ProroFncee deem. 17 7 N-'LL71 Ne ^ . 99 y 10 21. M. 23. f 2/. - 27. Ma71: EMNmadWefe0. b(IwlMacempacatbne wDkh duwalM death. DO notemsrlM moM Ol dylnq, tNM ee prdacaresplnbry arttl,elnek prMMleA•N. IAppoFlmeN M11T H: Olnw dpnilkeM COrNdioru mnlrWWlrgbdnm,aA LM pay oM wrw m erlen pne. , Ydam1 bwween nol N dN ~'r'0 ~'IMq eeuw glwMrMPMfI. Icrrw enddereA IMMEDUTl CAUSl final 1 1 ' , ~e• 1 ~' i ~ I ~ F 2Y 1AJo ' J fC 1Je: fC rYCS s JI s w,Mny,e~l . ~s I fz F O1/E 10 ASACONSE ENCE DF): ~•~'t[!'~~1 !2( Lu DISe~Sc } Low ,od Pressucc. s.gtNrM.2y uloortulbrN D Htry.Iwdhlgb NnnNAata DUE ID Ia+ASACONSEDVENCE 1 eauda EMar UIE7ERLVMIG ' ~ - . J " '~( old T `L ~ ~/ Q Z~' ~ CAUBEIasaaaevinM e _ FY ~ - - - ~- diel eoaaled sw0e DUE lO (CR ASACONSEWENCE OF} ~ reetFlnD in deanl LAST d: ' Nab AN AUTOPSY YVETIE AUTOPSY FNIDIN08 MANNER OF OEATH D/DE OFINJURV TIME OFINJURV INJURVRWORK? DESCRIBE lIOWINJURY OCCURRED, PERFORMED? AWUBLE PRIORIO (MtaMt.Ory, YeM) coMPI.ETION as uuSE F 7 ^ Nalrnl ® Hamtdde DEA NT O ~•• ^ No ^ AttkMnl . ^ P.ndna ImlMatlbn ^ M 'we ^ Ne ~ Ybe ^ Ib ^ 9ukNle ^ Court rot W dMermbM ^. . PLACE OF BWRV - N home, farm. a0aal, h¢1arK tMke LOCATION [SlrsM. CM/b•w. SMeI tea. 2b. 2a. a~r0.'b• ISpecFyl 20•. 2p. CGRIFIER ICnech aayarol SIG AND TREE OF fTF1EA 'ClRTIFYING PNYSICIAN(Pnyfinen cer,ilyvp catroeddemnw~antw,er pnyaclan hen pronwncsd deed. andcomldeled llem 231 ~ ~L.~ F~ / i• ~ "IJ Ta UN Deal el my knevrNtlOe, MeN eoeurM dw b Ilre aeu eland m•nM, n Nelea ..................... ......... ...........:.: .; F~""""ry"'~ / L~LI.~ l: ' - LK:E NU O E SIGNED (MarWr. Dey, `ksrl -PRONOUNCING AND CERTIF/INO PHVSKIAN(Pl+ydoren Dan oraraincurD tleaM end eenilymglo uuae al tlaxml. - ~ To TIN 0••1 of,•Y arowledpe d•etll oeewnd el BII Ilrrte: deb, and Plaee, and dw to IM eueNa) end manner n e1Hed ...' .. .....:......:... ^ 'f ea /-~ te. '-/0D ~~~ -" ~Vl1C O ~QqI, - 214 , - . NAME AND ADORE960F PEaBON YY/IO COMPLETED CAUSE OF DEJIRI • 'MEDICAL EXAMINER/CORONER ~ ~ ~ (D 7)TypaPtlM r.~ ~ ~ ~, ~YL2 G~$e.n F'W• ~ On the Dula of sumina,lon anrLor Inwa,iBa,hln, In my oplnlon, deaM occuned al The tlrM date, and place, ar1A due td DN uuee(e) and mannouslalae .......................................................... ......:. ............... .......... ^ ~ , S~tS~-+sh b~In Qd~ ./,.~ ~ 21e ~ .. n R~ REG19T AR'SSIONATUREANDNUMSER ~ DIREFlLED(Mmm.Dey lberl ~ N K 1 v - l LAST WILL AND TESTAMENT OF GERALDINE L. GIBB n ;_~ ;_1 -- -~ c~ c : -- - ~;~ I, GERALDINE L. GIBB, of the Township of Silver=;S:p;t in~g _ -~' County of Cumberland and Commonwealth of Pennsylvania, being;`af~'so~TSid - =-' N -- ` y _ - -~7 and disposing mind, memory and understanding, do make, pub13'sh andrJ~ - -_ 0 declare this to be my Last Will and Testament, hereby revoking and making void any and all Wills or testamentary writings by me at any time heretofore made. FIRST: I direct that all my debts, funeral expenses and inheritance taxes be paid by my personal representative, hereinafter named, as soon after my death as may be practicable. SECOND: I give, devise and bequeath all the rest, residue 1 and remainder of my Estate, be it real, personal and mixed, of `~ whatever nature and wheresoever the same may be situate, and in accordance with the restrictions hereinafter set forth in items numbers THIRD, FOURTH and FIFTH, as follows: ~S '~; A. One-fifth (1/5) thereof to my daughter, Salome D. ,.;~.. ~? Sieber, also known as Mrs. Edwin Sieber, who presently resides at 14 __~ Fernbrook Circle, Lancaster, Pennsylvania 17601, per stirpes. ,].R w B. One-fifth (1/5) thereof to my son, Earl E. Gibb, who presently resides at 4790 Sweetbriar Terrace, Harrisburg, Pennsylvania 17111, per stirpes. C. One-fifth (1/5) thereof to my daughter, Barbara E. Mosel, also known as Mrs. Daniel J. Mosel, who presently resides at 4903 Earl Drive, Harrisburg, Pennsylvania, 17112, per stirpes. D. One-fifth (1/5) thereof to my granddaughter, Monica Hughes, who presently resides at 4903 Earl Drive, Harrisburg, Pennsylvania, 17112. E. One-fifth (1/5) thereof to my daughter, Connie L. Goodell, also known as Mrs. Manford Charles Goodell, who presently resides in Grantville, Pennsylvania 17112, per stirpes; provided, however, that should her husband, Manford Charles Goodell, be living at my death, said sum is to be held in trust until the death of the said Manford Charles Goodell. THIRD: Should any of the above named children or their issue take or should any assets or funds vest prior to the recipient attaining the age of 23 years, said assets or funds are hereby given, devised and bequeathed in trus[ until said recipients attain the age of 23 years. When said recipient or recipients attain the age of 23 years, their share shall immediately be distributed to them by the hereinafter named trustee. Additionally, should my daughter, Connie L. Goodell, take or should any assets or funds vest prior to the death of her husband, Manford Charles Goodell, and as stated hereinabove, said assets or funds are hereby given, devised and bequeathed in trust until the death of the said Manford Charles Goodell. FOURTH: I hereby nominate, constitute and appoint Dauphin ~`~~ Deposit Bank and Trust Company, Harrisburg, Pennsylvania, as guardian ti-% and trustee of all property which passes either under this Will or ``:J `~ otherwise to any recipients less than age 23 and Co Connie L. Goodell should her husband, Manford Charles Goodell, be living. FIFTH: I hereby nominate, constitute and appoint Salome D. . , ~' Sieber, Barbara E. Mosel, and Harry L. Bricker, Jr., of Harrisburg, .,~ v _ 'U •~~, Pennsylvania, to serve as co-executors of this my Last Will and ~~ ~~ Testament; provided, however, that should one or more fail to qualify . ' :. ~ti~ `..:}. oz cease to act as executor, I hereby nominate, constitute and appoint the others or other as co-executors or sole executor. SIXTH: My personal representatives, guardian, and trustee shall have the following powers in addition to those vested in them by law and by other provisions of my Wi11, applicable to all property, whether principal or income, and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal without regard to any principal of diversification, - 2 - i risk or productivity. B. To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principal of diversification, risk or productivity. C. To sell at public or private sale, to exchange or lease for any period of time, any real or personal property and to give options for sales, exchanges or lease, for such prices and upon such terms or conditions as they deem proper. D. To collect and add to the trust all other sums of money and assets payable or made available by reason of my death. `' These assets include but are not limited to proceeds of life insurance ~''~ policies and Social Security benefits. SEVENTH: The interest of all recipients under these trusts, - both as to corpus and income and the combination thereof, shall not be subject to anticipation or to voluntary or involuntary alienation and ,~ ~~~ shall not be subject to any execution or attachment. ~~, EIGHTH: I hereby direct that the personal representatives, guardian and trustee herein named shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, GERALDINE L. GIBE, have signed, sealed, published and declared this to be my Last Will and TesCament, consisting of this and three additional pages in the margin of each of which I have also set my hand for greater security and better identification this ~ % day of ~ _,,,,~`~ 1988. f; ~ ..-~ ; , E l ~c''~=_ x.: ~,,i ,i` ; '/ ~ SEAL ) Geraldine L. Gibb The preceding instrument, consisting of this and three other typewritten pages each identified by the signature of the testatrix was on the day and date hereof signed, sealed, published and declared by GERALDINE L. GIBB, the testatrix herein named as and for her last Will, in the presence of us, who at her request, in her presence and in the presence of each other have hereunto subscribed our names as witnesses hereto. We further certify that at the time of - 3 - COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF DAUPHIN ) I, GERALDINE L. GIBB, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that Z signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by GERALDINE L. GIBB, the Testatrix, this day of - 1988. (SEAL) ~ - ,~ ~.. Notary Public ,1 My•Commission Expires: - COMMONWEALTH OF PENNSYLVANIA ) SS. °-r, COUNTY OF DAUPHIN ) ~.. ,- ~. the witnesses whose names are ';signed to the attached or-foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw GERALDINE L. GIBB, Testatrix, sign and execute the instrument as her Last Wi11 and Testament; that Geraldine L. Gibb, signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. •- ~ ~~= 4 .~ -~-'mow<-~ F .~~ _,_ .: -~ _ , __ -- _: - _ . _.a. , -~ -.._ ~. Sworn to and subscribed before me this ,!: day of 1988. Notary Public My Commission Expires: .-. (SEAL) HA~~Y L. BRICKER, ,TR. ATTORNEY AT LAW 407 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA AREA CODE 717 17101-1296 233-2555 E-MAIL - HLBLAW(a,VERIZON.NET ---------- FAX 233-8555 July 14, 2008 Register of Wills Office Cumberland County Courthouse ,_., One Courthouse Square ~? Carlisle, PA 17013 - `~ _ q p ~7 ~ Re: Estate of Geraldine L. Gibb, Deceased ~ -" ' ` " Social Security No. - 196-14-3362 _~ -, ~ "`~ ~ _ - Date of Death -November 22, 2007 -- = Estate No. - 2007-01101 ,,, ~ , ; ~'' PA No. - 21-07-1101 Tax I.D. No. - 30-6151391 Gentlemen: Enclosed are five (5) completed Inventories and five (5) completed Pennsylvania Inheritance Tax Returns concerning the above captioned estate. Enclosed also is a check payable to the Register of Wills, Agent in the amount of $9,457.79 which is for the payment of the inheritance tax as well as a check payable to the Register of Wills in the amount of $30.00 for the filing fee for the Inventory and Return. We will appreciate you clocking all of the documents in and returning three (3) inventories and three (3) Returns to this office using the enclosed self-addressed, stamped envelope. Certainly, if you have any questions, please feel free to calf. Very truly yours, ~,, ~~ ~~ ~ Har .Bricker, Jr. HLB, Jr.lbld Enclosures cc: Ms. Salome D. Sieber Ms. Barbara E. Mosel REV-1513 ~:X + (9-00)) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF GERALDINE GIBB FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and I transfers under Sec. 9116 (a) (1.2)] 1. SALOME D. SIEBER DAUGHTER $80,341.81 14 FERNBROOK CIRCLE, LANCASTER, PA 17601 (ANNUITY AND 1l5) 2. EARL E. GIBB SON $80,341.81 4790 SWEETBRIAR TERRACE, HARRISBURG, PA 17111 (ANNUITY AND 1l5) 3. BARBARA E. MOSEL DAUGHTER $80,341.81 120 LITCHFIELD ROAD, HARRISBURG, PA 17112 (ANNUITY AND 1/5) 4. MONICA HUGHES GRANDCHILD $74,220.49 236 MAIN STREET, APT. 2, CATAWISSA, PA 17820 (ANNUITY AND 1/5) 5. CONNIE L. GOODELL DAUGHTER $80,341.81 9576 MOUNTAIN ROAD, P.O. BOX 463, GRANTVILLE, PA 17028 (ANNUITY AND 1I5) (COPY OF DEATH CERTIFICATE FOR MANFORD CHARLES GOODELL ENCLOSED) 6. CRAIG SIEBER GRANDCHILD $859.82 129 W. LEMON STREET, LITITZ, PA 17543 (ANNUITY) 7. TODD SIEBER GRANDCHILD $859.81 71 TRAIL ROAD S, ELIZABETHTOWN, PA 17022 (ANNUITY) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH 18, AS APPROPRIATE, ON REV-1 500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $0.00 (If more space is needed, insert additional sheets of the same size) ~~ PR~pRi M~~~~-K~ Pte' ~NitEpS~4~s GOm ~ s+, OSPs' ~'~}~ -.{ O ,_~..' {~- t: N 7 ~'- ~ ~ ~~ ` ~ RA * l.l- r /^~ _ il'^ ~ r _ ~ S -~ c:~ o - ~ k -~ y N ~* WN~~i ~ n ~ 'R (~ 0 N ~D i = .y 9 N a 0 ~ Z ~~" ~-o p o r s ~ o v~ ~Z+-~n D m~ A ~~ N ~6+ P O a 0 .~ - a 0