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HomeMy WebLinkAbout04-0283 f Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Gordon D. Burns No Estate of also known as , Deceased William D. Burns SocmlSecurltyNo 200-14-3616 Petmoner(s), who m/are 18 years of age or older, apply(ms) for (COMPLETE 'A' or 'B' BELOW ) A Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or the Decedent dated O0/24/1999andcod~cd(s)datedNone named m the last Will of State relevant c~rcumstances, e g, renunciation, death of executor, etc Except as follows, Decedent did not marry, was not d~vorced, and d~d not have a child born or adopted after execution of the documents offered for probate, was not the wct~m of a k~[hng and was never adjudicated ~ncompetent ] B Grant of Letters of Admmmtrat~on (c t a, d b n c t a, pendente I~e, durante absent[a, durante m~no.tate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the ~;:~lO~lng sp~e (If ha,rs ~0-'~ -- CO0 Name Relationship (COMPLETE IN ALL CASES ) Attach addmonal sheets ~ necessary Decedent was dom~cded at death ~n Cumberland County, Pennsylvanm w~th hm/her last famdy orp.nclpalresldenceat 438 Sample Brzdge Road, S~lver Spring Township, Enola, PA 17025 (hst street, number, and municipality) Decedent, then 77 years of age, dled 03/04/2004 at Hol.~ S[~irlt Hospital, Camp [-[111, PA (Location) Decedent at death owned property w~th est~rnated values as follows (If domiciled ~n PA) All personal property (if not domiciled In PA) Personal property ~n Pennsylvania (If not domiciled In PA) Personal property ~n County Value of real estate ~n Pennsylvania 5,000.00 125,000.00 s,tuated as follows 438 Sample Bridge Road, Enola, PA 17025 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Pebtlon and the grant of letters In the appropriate form to the unders~,~ned Sl,~nature Typed or p.nted name and residence William D Burns 921 Woodbr~dge Drive, Enola, PA 17025 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software on~ CPSystems Inc Form RW-1 0991) Oath of Personal Representative Commonwealth of Pennsylvama County of Cumberland The Pebtloner(s) above-named swear(s) or affirm(s) that the statements ~n the foregoing Petmon are true and correct to the best of the knowledge and behef of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law Sworn to J~.;?~:/,~ William D. Burns before me Estate of Gordon D. Burns Deceased Social Security No 200 - 14- 3616 Date of Death 03/04/2004 AND NOW, of the Petmon on the reverse side hereon, satmfactory proof hawng been presented before me, iT IS DECREED that Letters--L~J Testamentary [] Of Administration are hereby granted to William D. Burns ~n the above estate and that the ~nstrument(s) dated 06/24/1999 described in the Petit[on be admitted to probate and flied of record as the last Wd~ of Decedent FEES Letters $ Short Certlflcate(s) Renunc~abon $ r / ' Attorney Jennifer B. Ht~p, Esquire Aflldav,ts ( Extra Pages ID No PA 86556 Address One West Main Street Shlremanstown, PA 17011 Telephone 717/737-8761 Codicil $ JCP Fee Inventory $ Other $ TOTAL * ~,~. ~ Prepared by the Pennsylvania Bar ~soclatlor~ Copyright (c) 1996 form software only CPSystems I.c Form RW-1 (1991) Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of Cordon D. Burns also known as , Deceased No James D Bo~ar Carol A Bosar (each) a subscnb~ng witness to the [] codicil(s) [] wdl(s) presented herewith, (each) being duly quahfled according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a w~tness at the request of Testator(rix) in bm/her/their presence and [] in the presence of each other I-~ in the presence of the other subscribing witness(es) Shlremanstown, PA 17011 Carol A. Bogar One West Main Street Shiremanstown, PA 17011 (Address) Sworn to or affirmed and subscribed before me this ~3,~C~ day of Fq~-r.~ , oqooq Notary Pubhc My Cornmms~on Expires (Signature and seal of Notary or ot her official qualified to admlmster oaths Show date of expiration of Notary's commlsslorl ) Nql E [' NOTARIAL SEAL I | ',.:ONNIEL WILLIAMS. NOTARYPUBUC I -],$¥;]REMANSTOWN BORO. OUMB[RI-~N ~0C50 I [MY COMMISSION EXPIRES APRIl- 18. 2 I To be taken by officer authorized to administer oaths Please have present the ongmal or copy of instrument(s) at time of notarlzabon Prepared by the Pennsylvania Sar Association Copyright (c) 1996 form software only CPSystems Inc Form ~RW-2 (1991) his is to certtfy that the mformat~on here given is correctly cop]ed from an original cemficate of death duly filed w~th me as Local Registrar The original cemficate wdl be forwarded to the State Vital Records Office for permanent fthng WARNING. It ~s illegal to duphcate th~s copy by photostat or phot,ograph. Fee for this certificate, $2 00 P ~0135812 No Local Registrar HAR 0 Date _--1 COMMONW~LTH OF PENNSYLVAN~. DEPARmENTOF H~LTH. V~AL REOOR~ ~ IS~IAL SECURITY NUMBER 3200 -- ~4-- 3616 CERTIFICATE OF DEATH Gordon D Burns 12 male 77 ¥,~ 5/5/1926 [lwood Czcy PA - Manager ~ruck Body CO. ~3 ~*m <,,-,.~ ~ W~e~ 438 Sample Bridge Rd ~s~o~uce urns ~, Luella Jeffrey Wllltam Burns ~21 Woodr~dge Dr Eno~a, PA 17025 [] March 8, 2004 FDOI2774-L 17011 PA I =2N~: ~CD h~rmdS~ ~VnE^~U-~ · 29 S EnolaDr. EnolaPA17025 LICENSE NUMBER WAS CASE REFERRED TO A MEDICAL EXAMINER ~CORONER? WASANAUTOPSY W~REAUTOPSYFINDINGS MANNEROFDEATH pERFORMED? AVAILAaLE PRIOR TO IN JURY AT WORK? DESCRIBE HOWINJURY (X;CURRED Y-E] ,off] SIGNATURE AND TITLE OF CERTIFIER LAST WILL AND TESTAMENT OF CORDON D. BURNS ~ ~ ~ ~ I, GORDON D. BURNS, of Silver Spring Towns~ip,. ~ c{~Ber-~ ~,.O=~ land County, Pennsylvania, make, publish and declare this a_s an~ for my Last Will and Testament, hereby revoking all ot~er ~lls ~ and Codicils heretofore made by me. FIRST: I give and bequeath the sum of One Thousand and No/100 ($1,000.00) Dollars to the Perry Lodge No. 458, Marys- ville, Pennsylvania, to be used for general purposes as that organization deems appropriate. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares to my children, WILLIAM D. BURNS and BONNIE J. BAKER. THIRD: Should my son, WILLIAM D. BURNS, predecease me, I direct that his share under this, my Last Will and Testament, pass, in equal shares, to his children, MICHAEL W. BURNS and STEPHANIE L. BURNS. FOURTH: Should my daughter, BONNIE J. BAKER, prede- cease me, I direct that her share under this, my Last Will and Testament, pass to her son, JAMIE L. BAKER. FIFTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable.) SIXTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SEVENTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. BIGHTH: I nominate and appoint my son, WILLIAM D. BURNS, Executor of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said WILLIAM D. BURNS, I nominate and appoint my daughter, BONNIE J. BAKER, Executrix of this, my Last Will and Testament. I direct that my Executor or Executrix, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~ ~ day of  , 1999. GORDON D. BURNS Signed, sealed, published and declared by the above- named Testator as and for his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Gordon D. Burns Date of Death: March 4, 2004 Will No. 2004-00283 Admin. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 24, 2004: Name Address William D. Burns Bonnie J. Baker 921 Woodbridge Drive Enola, PA 17025 6019 Mockingbird Drive Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: 3/24/2004 Capacity: JVe~n~r B. Hipp, Esquire ~ .el r~aSnt s~' S~eelt7011 (717) 737-8761 Personal Representative X Counsel for Personal Representat ire JAMES D. BOGAR JENNIFER B. HIPP* · Abo a~ni~d ~o N~w $~-y Bar JAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 e-mail mail~bogarlaw.com June 2, 2004 TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 Direct e-mailjhipp~bogarlaw.eora VIA HAND DELIVERY Glenda Farmer Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: The Estate of Gordon D. Burns No. 21-04-0283 Date of Death: March 4, 2004 Dear Ms. Strasbaugh: I represent the Estate of Gordon D. Burns. Enclosed is a check made payable to the Register of Wills in the amount of $5,450.23, same constituting a prepayment at discount on account of Pennsylvania inheritance taxes in the above-captioned estate. The prepayment is determined as follows: $126,490.67 multiplied by 4.5% or $5,737.08, less discount in the amount of 5% or $286.85, resulting in payment of $5,450.23. Please provide me with the appropriate receipt in this matter. Your time and consideration in this matter are greatly appreciated. JBH/leb Enclosure Very truly yours, ~iFER~B?~HiPP cc: William D. Burns, Executor COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003994 HIPP JENNIFER B. ESQ. ONE WEST MAIN STREET SHIREMANSTOWN, PA 17011 ........ fold ESTATE INFORMATION: SSN: 200-14-3616 FILE NUMBER: 2104-0283 DECEDENT NAME: BURNS GORDON D DATE OF PAYMENT: 06/02/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/04/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,450.23 REMARKS: CHECK//1002 SEAL TOTAL AMOUNT PAID: $5,450.23 INITIALS' JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS OFFICIAL USE ONLY .EV-l 0OEX 01 REV-1500 COMMON' ALTBOF.ENNSYLVAN'* INHERITANCE TAX RETURN FILENUMBER DEPA MEN' OFREVENUE RESIDENT DECEDENT 21-04-028, ,, DEC] ENT'~ NAME (LAST, FIRST, AND M~DDL~ [N[TIAL) SOCIAL SECURITY NUMBER Bu: ts ordon D. 200-14-3616 DATE FD6/TH(MM-DD-YEAR) DATEOF~IRTH(MM-DD-YEAR) ~HISR~URNMU~BEFILEDINOU~U(ATE~TBTHE 03. )4/: 004 05/05/1926 REGISTER OF WIlL  (d~te ~f d ' ~ L[~ig, onProceedsReceived ~10. SpousaIPover~Cred~t ~ 11.Elect~ontotaxunaerSec. 91 3(A) ~EC ~i0N MUS~ BE C0MpEE~ED~ ~[[ CORRESpoNDENCE [ CONFIDENTiAE ~ iNFORMATtON SH°U[D BE ~ ~~ T~ :~1 NAM COMPLETE MAiLiNG ADDRESS Jen [fe: B. ~ipp Esquire F[Rk AME f AppJ~cab]e) 0~e ShiremansCo~, PA 17011 West Main Street T~U ~O~NOMB~R 717 737'8761 ", i 1. ~al E~ tote (Schedule A) (1) ~2~ ~ 000 . 00 OFFICIAL USE, iNLY g. ocks ]nd Bonds (Schedule B) (2) None 3. osel~ Held Corporation, Pa~nership or (3) None ~'~ 3~-P opdetorship ~', , 4. odga es & Notes Receivable (Schedule D) (4) No~e 5. ]sh, I~ank Deposi~ & Miscellaneous Personal Prope~ {5) ~0 , 530.20 chec Jle E) 6. ]intly Dwned Prope~ (ScheduJe F} (6) 7 , 483 . 53 i ~ Separate Billing Requested 7. ter-~ rcs Transfers & Miscellaneous Non-Probate Prope~ (7) -0- ; ;thee ule G ar L) [3~,013.r73 8. 3tel ( iross Assets (total Lines 1-7) (8) I 9. ~ner8 Expenses & Administrative Costs (Schedule H) (9) [5,984.84 10. ebts ~f Decedent, Mo~gage Liabilities, & Liens (Schedule I) (10) &, 334.84 11. ~tal I ,e~u~ions (total Lines 9 & 10) (11} 2 ), 319 ~ 68 12. ~ Va lue of Estate (Line 8 minus Line 11) (12) & I, 6~i. 0 13. harit~ ~le and Governmental Bequests/Sec 9113 Trusts for which an e{ection to tax has not been (13) ~, 000 i' 00 ode Schedule J) 14. et V~ lue Subje~ to Tax (Line 12 minus Line 13) (14) ~ ~, 694.05 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. mou~ t of Line 14 taxable at the spousal tax 0.00 ire, a transfers under Sec. 9116(a)(1.2) X ,0 0 (15) i 16- moul t af Line14 taxable at lineal rate ~7,694.05 X .0 45 (16) ,296i.23 17. mau~ of Line 14 taxable at sibling rate X .12 (17) 0~. 00 oo 18. mOUl of Line 14 taxable at collateral rate X .15 (18) 19. ~ D (19) 5,2g~- 23 20. ~ RECHEC~MA~ l~ ~ ' I I De ~de~t's Complete Address: ST[ ET A)DRESS Z 8 S~mple Bridge Road Cll STATE ZIP ola PA 17025 ,, Ta Payments and Credits: 1. ax D~ e (Page 1 Line 19) (1) 5,296.23 ~'. redit'. /Payments A. S ~ousal Poverty Credit B. P ior Payments 5,450.23 C. O scount 264.81 Total Credits(A+B+C) (2) 5,715.04 3. ~tere~b/Penalty if applicable O. Ir :erest E. P malty Total ~nteresqPenalty ( D + E ) (3) 0.00 4. Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 4~.8.81 5. Line + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 Ent !r the interest on the tax due. (SA) 0.00 Ent ~r the total of Line 5 + 5A. This is the BALANCE DUE. (SB) ' I 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLE SE ,~.NSWER THE FOLLOWING QUESTIONS BY PLACING AN "X' IN THE APPROPRIATE Ell OCKS Did Jecedent make a transfer and: Yes No a. ~tain the use or income of the property transferred; ....................... X b. Rain the right to designate who shal~ use the property transferred or its income; ........... X c. ~ta[n a reversionary interest; or .................................... X d. ~ceive the premise for life of either payments, benefits or care? ................... X If de~th occurred after December 12. 1982, did decedent transfer property within one year of death with lut receiving adequate consideration? ............................... [] [] Did Jecedent own an "in trust for" or payable upon death bank account or security at his or h ,r death? .............................................. [] [] Did Jecedent own an Individual Retirement Account, annuity, or other non-probate property whil h 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. SIGNATUREOI ERSCqRESPONSiBLEFORFILINGRETURN ~illi~]', D. Burns DA~E '~/~ ~ ~~ --?'2--]---W-°-9-d-b-r--i-ci?~?'P-r-i--v-e-Enola, PA 17025 ....................... SIGNATUREOI REP~EROTHERTHANREPRESENTAT[VE Jennifer B. Hipp Esquire DATE j- One West Main Street ' -- ;- .................... For dates of, ath c or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the ~se ~f the surviving spc ;e is:% [72 P.S. 9116 (a) (1.1) (i)]. For dates of, ath c or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 0% : [72 P,S. 911( ~} (1.) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for diScl isure r~f assets and filing a t~ retur ~ are still applicable even if the surviving spouse is the only beneficiary. For dates of ath or after July 1, 2000: The tax rate i 3ese, I 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 ac 3tire ~arent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate i 3ese I on the net value of transfers to er for the use of the decedent's Iineal beneficiaries is 4.5%, except as noted in 72 [72P.S. 9115 X1)]. The tax rate i ,ose~ on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116Ia)/1.$)1. A sibling is deiined, u~der Section 9102 is an individual who has at least one parent [n common with the decedent, whether by blood or adoption. SCHEDULE A OOMN ~V~,:THOFPENNS~LVANI^ REAL ESTATE IESIO ~NT DECEDENT ESTATE OI FILE N~M ~ER ~ i I Gordon . ~lrns SS~; 200-14-3616 03/04/200~ 21-0~-(1283 All re ~o~ e~ owned solely or as a tenant in common must be repose4 at fair market value. Fair market value is defined ~ s the Price knowledge ~ r ~levant facts. Real prope~ which is jointly-owned with right of survivorship must be disclosed on Schedul9 F ITEM DESCRIPTION VALUE ~T DAT~ NUMBER O~ EATH; I 1 All that certain piece or parcel of real estate having - erected theffeon a dwelling house being kno~ and n~bered as 438 S~ple Bridge Road, Enola, Pennsylvania, being T~x Parcel No. 38-34-0365-003. The property was conveyed by Robert E. Diehl ant Nan~y C. Diehl, his wife, to Gordon D. Burns and Sara B. Burns, hls wife, by Deed dated June 7, 1976. The said Robert E. Diehl and Nancy C. Diehl filed a corrective dated dated April 26, 1994, a copy of which is attached hereto and incorporated herein. The sai~ Sara B. Burns died February 7, 1999 whereupon full and complete title bec~e vested solely in Gordon D. Burns, the dec~dent herein. It is respectfully suggested that :he fair market value of the real estate is $121,000.00 as per attached app=aisal which is attached hereto and incorporated herein. TOTAL (Alsa enter on line 1, 8eca¢itulatien) $ 12~, 000. O0 (If m~re space is needed, inse~ additional sheets ~f the same size) Wq(~ Ol~194a.mgn CORRECTIVE DEED Sp] reJ Spt reJ Of J Pet dec Gr~ re~ dec at~ 00~ re~ as~ CORRECTIVE DEED made this '~ /~ ~ ~ day of , 1994, by and between: c. E. DIEEL and NANCY d. DIEHL, his wife, of Silver Township, Cumberland County, Pennsylvania, hereinafter ~d to as GRANTOR. - and - D. BURNS and SAP~A B. BURNS, his wife, Township, Cumberland County, Pennsylvania, ~d to as GRANTEE. of Silver hereinafter , by deed dated 7 June 1976 and recorded in the of the Recorder of Deeds in and for Cumberland County, i lvania, in Deed Book P, Volume 26, Page 903, Grantor lsly conveyed unto Grantee certain real property as there oed; and , it has since come to the attention of Grantor and that the legal description contained in the above- deed is incorrect; and REREAS, the parties wish to establish the correct legal 0tion in accordance with the survey of Whittock-Hartman, ~rs & Surveyors, dated 28 February 1991, a copy of which ~d hereto as Exhibit A. ITNESSET~, that in consideration of the sum of ONE AND ($1.00) Dollar, in hand paid by GRANTEE to GRA/~TOR, the whereof is hereby acknowledged, the GRANTOR does hereby convey to the said GRANTEE, grantee's heirs and .gn~: ALL THAT CERTAIN tract of land situate in Silver Spring Township, Cumberland County, Pennsylvania, b~unded and described according to a survey prepared by W~ittock-Hartman, Engineers & SurTeyors, dated 28 F~bruary 1991, as follows, to wit. ! BEGINNING at a point in the centerline of Samples B~idge Road, T-596, at the southwestern corner of land ngw or formerly of Donna Fay Diehl; thence along said l~nd of Donna Fay Diehl, North 87 degrees 39 minutes 50 s~conds East 256.69 feet to an existing iron pin, t~ence along land of Richard M. Geilzng, South 04 dggrees 28 minutes 17 seconds East 280.42 feet to a pgint; thence along land of Timothy I. Morgan, South 87 degrees 57 minutes 24 seconds West, 252.40 feet to a .n s oint in said Samples Bridge Road; thence through amples Bridge Road the following two courses and istances: North 06 degrees 21 minutes 55 seconds West 9.33 feet to a point marked by a buried spike and orth 05 degrees 11 minutes 55 seconds West 240.00 feet o a point, the place of BEGINNING. CONTAINING 1.636 acres. BEING the premises intended to be conveyed by the aid Robert E. Diehl and Nancy S. Diehl, his wife, to rantees by deed dated 7 June 1976 and recorded in the ffice of the Recorder of Deeds in and for Cumberland ounty, Pennsylvania, in Deed Book P, Volume 26, Page 03. ril ~IS CONVEYANCE is made under and subject to easements, -of-way, restrictions, and other matters of prior record. dez TEE said Grantor will specially warrant and forever the property hereby conveyed. ha] WIr. WITNESS W~{EREOF, the said GRANTOR has hereunto set its seals the day and year first above-written. f~BERT N~CY G. ~ DIEHL '. ................ I hereby certify that the precise address of the granteo. is: 438 Samples Brid~e Road, Eric!a, Pannsy!vania, 1702:, _ ¥ ~.?.: ~.~ Grantee 2 COTON CO~TY a sat ~EALTH OF PENNSYLVANIA ) ( SS.: OF CLr~B ERI~ND ) this, the ..OIL day of ~ ~ ~ , 1994, before mE Public, the undersigned officer, personally appeared E. DIEHL AND NANCY C. DIEHL, his wife, known to me (or ~ctorily proven) to De the person(s) whose name(s) are .bed to the within instrument, and acknowledged that said is) executed the same for the purposes therein contained. WITNESS WHEREOF, I hereunto set my hand and official OF PENNSYLVANIA ) ( SS.: OF CUMBERLAND ) CORDED in the Office for Recording of Deeds in and for and County in Deed Book I~.~L , Volume , at Page TNESS my hand and seal of O~fice this '~ day of Anno Domini 1994. 3 ZZ~ 04030204 Robefl R. Jones Appraisers APPRAISAL OF A SINGLE FAMILY RESIDENCE LOCATION :435 Sample Bridge Road Enola PA 17025 CLIENT William Burns 921 Woodridge Drive, Enola, PA 17025 AS OF DATE :March 20, 2004 APl'RAISER ~,~thur d. Berardone Robert R. Jones Appraisers Robe~ R. Jones Appraisers William Burns 921 Woodridge Drive, Enola, PA 17025 In accordance with your request,. I have personally inspected and appraised the property located at: 438 Sample Bridge Road Enola PA %7025 The purpose of the appraisal was to estimate the market value ot the property, as improved, in unencumbered fee simple title of ownership. Thc subiect property consists of: I~.ooms Bedrooms n~thO)- - Tile Ranch style residence contains Gross Living Area. 1,120 square feet of It is my opinion that the estimated market value of the property as of March 20. 2004 is $ ~21,000 The above infommtion bas been automatically extracted from the appraisal and inserted in tbls cover page. Respectfully submitted, Arthur J.Berardone Robert R. Jones Appraisers Fire g: 04030204 DEFINITION OF MARKET VALUE: Tile most probable price which a properly should bring in a compegtive and open market under all conditions requisite to a Fair sate, the buyer and seller, each acting prudendy, knowledgeably and assuming the price is not a fleeted by undo sdmuh~s. Implicit in this de finilion is the consumation of a sale a~ of a speci find date and the passing of title from setler to buyer under conditions whereby: (1) buyer and seller are lyplca fly motivaled; (2) borg paciies are well informed or well advised, and each acting in what he considers bis own best interest; (3) a reasonabte time is allowed lbr exposure, in tile open market; (4) paymem is made in terms nf cash in US. dollars or in tcrnls of financial arrangements comparable therein; and (5) ibc price represents the normal consideration for thc pro periy sold uno flEeted by speciat or creative financing or sales concessions* granled by anyone associated wfih the sale. * Adjuslments to tile comparahles must be made £or specla[ or creative financing or sales concessions. No adiustments are necessary for t fiose costs which are normally paid by setters as a result o f tradltion or law ~n file market areal these eosls are readily idenli fiable since Ihe seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to lhe comparable proper~y by comparisons to financing terms offered by a third pony insdtullonal lender Ihat is nol already involved in the properiy or Iransacfion. Any adjustment sbmdd nol be calculated on a mechanical dollar cost o£ Ifie financing tlr concessinn hut the dollar amount of any adjustment should approximate the markel's reaction to the financing STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CON'FINGEN'r AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to I. Thc appraiser will not be responsible for matlers of legal nature that affect either Ihe property being appraised or Ihe title to it. q he appraiser assumes Ihat the title is good and marketable and, therefore, will not render any opinions about tile title. The property is appraised on the basis ofit being under responsible owners}lip. 3. qhe appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or odler data sources) and has noted in Ihe appraisal report whether tfie subject site is located in an identified Special Flood Hazard Area. Because Ibc appraiser is not a surveyor, he or she makes no guarantee, express or implied, regarding Ihe determination. 4. Tile appraiser will not give testimony or appear in court because he or she made an appraisal of the properly in question, unless specific arrangemenls to do so have been made beforehand. 5. l fie appraiser has eslimalcd Ihe value of the land in the cost approach at its highest and best use and tile improvements at Ibeir conlr(bulory value lhese separate valuations ortho land and improvemems must not be used in conjuncfion whh any olher appraisal and are invalid if they are so used. 6. The appraiser has noted in Ihe appraisal report any adverse cnndilions (such as, needed repairs, depreciation, the presence al' I 0 'lbo appralser musl provide his or her prior written consent before Ihe lender/client specified in llle appraisal report can distrihule tfie appraisal report (including conclusions al)out the property value, the appraiser's identity and professional designations, and retbrences to any professional appraisal organizations or the firm wilh which the appraiser is associated) to anyone olher than the borrower; Ihe mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any slate or federally approved gnanclal inslfiudon; or any department agency, or instrumenlalily of tfie Uniled States or any state or tfie Distr c of Columbia; except Ihat the lender/cfient may distribute the properly description section 04030204 DDRESS OF PROPERTY APPRAISED: 438 Sample Brid~/e Road En'ola PA 17025 SUPERVISORY APl'RAISER gnature: ~ ~Le/[ ~£ Signature: March 24, 2004 _ RL-001051 oL~Cert,Res,RE.App,. PA. Date Signed: State Certification #: or Slate License #: Expiration [)ate of Certigcation or License: Robert R. Jones Appraisers File No. 04030204 438 Samp![@[]dge Road ciw_E~nola Slate PA Zip Code f7025 Deed Book 104 Peg? f096 County Cumberland TaxYearO3104RE. Taxe~ !400est. S ecialAssessmen[s$ NIA Parcel No 38-04-0385-003 ;~;~ Estate of Gordon Sums Current Owner Sorrower _(Dc;; ~ef~;~ant j~V_;c;n _ William Burns Address 921 Woodridge Drive, Enola, PA 17025 Berardone Address 7800 Allentown Boulevard Predominant :upancy Owner Tenant Predominant 140 ice and the racial composition of the neighborhood are not appraisal factors. PA 17112 and cnaractensbcs: PemJ_Coun_'g/.l_ln_e to the norlh~ Rou~e 8f to the east en~d_s?uthand Mi!leis G~ap Read !o wes!- of scatter dweBings !n a count~J setting. at direct Ihe marketability of Ihe pmpedies tn the neighborhood (proximity to ernbtoymect and amenities, employment stability, appeal ~o market, otc): In ~!!ver Sp[!n gs Townshlp~ ~C umbel!and Co~qty:_lt!s approximately 8 rn!ies f~om !he City o! Harrisburg which is ~eemp!oyment center for the area. Schools,shopping andrecreationa! !a_cBities ate al! a short drive !rom the subjec!. hborhood indicate that the neighbo_r_hood pt!ce range/s s~abletThe _ service also indicates a narrow list to sale pd_ce [arid of 9Y% with an average ma[ketrhg timedt !essthan !20 day~. Recently have remained constant at their current relative!y Iow rat es_ aqd~a[e_ex p e(!!e_ d_!o m m_a~i n a t_t_l~ e current levels through Ihe I st 2 a~0~ l~i;~niiy fin a n_c Lng ~ _r ~ d_!l~ available and seller concessions are not prevalent. nformaBon for PUDs (If applicable) * - Is the developer/builder in control of the Home Owner's Association (HOA)? LJYes x~J No rote Iotal number of units in the subject project N/A Approximate total number of units tot sale in Ihe subject project NIA NIA 256.69x280.42x25g.40x39.33x240 Topography Level ats[~'e_~ f.84acre Corner Lot Size Ave[age for the area classiflcaPon and description RuraJ Residential Shape Rectangular Drainage Average for the area Houses Public Other Off-site Improvements Type Public Pnvat~ Landscaping _Avant_age for ~he area 100 Amperes Street AsphaJt Driveway sudace _Gr_ave[& s!oi~e Curb/gutter None Normal utility Well Sidewalk None .... [~Yes J~No On Site Street lighls None FEMA Zone C Map Date 05-02-83 None 420370 0010 B encroachments or other cond~tions which would have an adverse impact on the sublect. Style) EXTERIOR DESCRiPTiON FOUNDATION BASEMENT INSULATION One Foundation Conc Block Slab None Area Sq. Fl. 1,120 Roof One Exterior Wails Alum&Brick Crawl Space ~one _ % Finished Ceiling Concl Detached Roof Sudace Aspha!t ShL~g Basement Yes Ceiling Tile Walls c~ncl Ranch Guitars & Ownspl$. Aluminum Sump Pump Yes Walls Panell Floor None Window Type Wood DIH Dampness No Evidence Floor Concrete None 25 Storm/Screens YeslYes SetPement No Evidence Yes-B/lcD Unknown _ 15 Manulactured House No tnfestalion No Evidence above qrade contains: Crpt&VlnlAvg. Type F.W.A. Dryw~!! / Avg.- =ual Oil Patio ~o~d!Ave[~g~ Deck Cera~iclAvg 3ectral None Fence Wood/Average Other None Pool 5x17 0 0 CAR STORAGE: ~ravel&~ton features (special energy efficient items, etc.): 1~4xl 4 Storage shed, garbage with work area, heat, electric, concrete floor 14x35 functional or external inadequacies noted at the time of the inspection. environmen a conditions (such as, bu no m ed o, haze alDUS wastes, oxic subs ances, e c ) present in the improvements, o~ the sde. immediate vicinity ol Ihe subject property: Unless otherwise noted, the appraiser did not observe an~i ~nv!ronmen/al factors.~The see aflached gmiNnq conditions. Robert R* Jones Appraisers [ [3OWE~ B~I ~ ;TIMA ED REPRO©UCTION COST-NEW-OF 'MPROVEMENTS: si[e valUT,a ;~U~erem~t calculation and for H UO, VA and FmHA, ~elling _____!,!~_0 Sq Ft ~ 60.25 = $ [~,450 ~ ~m[ l,t 20 Sq. Ft @ 25.32 = 25,358.40 ~e affache~J S~ope ~5 for additional comments on lhe Cost Idress 438 Sample Bridge Road 113 N Locust Lane 464 Sample Bridge Road 117 N Locust Lane ~la _ . _ M~h~!~[g Enola ;Mechanicsburg ~i~ j~ ~y~j~ 1.4 MI S ~.~ ~ MI W 1.4 MI S ~e~P~ce __ ~ N/~_ ~' ~'' ~$ J21,90( , ~:, '~ 119,90(I ]$ 119,000 lm an, /or nspection Multi listing Se~icelAgent ~ulti-list Se~lcelAgent MuiU-list Se~[ce/Agent ~ior )uburban Subu[ban 0 ~r~n 0 Suburban 0 ~ ~ouses Houses 0 Houses_ 0 ~9~s~ .......... ~ ~ign ~ ~ ~gal__ {an~Aver~ Ranch - Average 0 Ran~ubleWid 5,000 ~anc~- Avg.~ ....... 0 ]~ ~5__ 19_ O f5 0 19 0 ~itic __~ ~erage ~r~ge 0 Average ~ ~er~g~ 0 ~ing Cooling F,W.AJNone Basebg~r~9~ .... E,??~ C~ ..... -1,500 Baseboard/None 0 ~r~g~ ;~mg~ 1CarDer&Work-area None ~,000 ~Car.~t~ 2,ggg None 3,000 ir~ ~(~), ~tc None None ~ F[r~pla?~ ~ -1,0~ None__ 0 I I 123,500 {DIC~ rED VALUE BY SALES COMPARISON APPROACH ...................... ~ ........................ $ .... ~2{,~ ~a~e[/Blue. The C~s~ ~pr~ac~sually ~[~ t~e high limi~nd ~ ~p~ ~le~pari~p~oa~h.~he~ack ~ .....~ato ~evelop a monthly rent or mu ~ e fo cedthe elimination ofthe~ncoma Approach. ~tu ~d~ [~ S[gna~u,e ~Did ~Did Not II TEXT ADDENDUM F~le No. ~J4u.~u~u~ ~rrower: Estate of Gordon Burns 'operty Address: 438 Sample Bridge Road County: Cumberland ity: Enola State: PA Zip Code: 17025 nder: William Burns DENDUM TO SALES COMPARISON APPROACH 3 comps are located in the same market area as the subject and these sales are considered to be the best available at the ~sent time. It is noted that there were a limited number of 2 bedroom ranch style dwellings simgar to the subject at this time. er adjustments are applied they provide a close range of value for the subject property. Equal consideration has been given all comparable sales. The following Is a brief explanation of some of the adjustments applied. ]ustments are applied under financing to reflect seller help In modgage placement and the affect those concessions had on ~ sale pdce. e adjus[menls ere applied to reflect the significant site size digferences. e adjustments are applied to rellect the significant site size differences. To arrive at an adjustment I examined land sales m the comparables neighborhood and placed a value on each comparabies site. That esflmate Is then compared to the value iced on the subject site in the Cost Approach, the dl[ference ts the adjustment appged. Approaching the site adjustment In manner also considers any Iocaflonal factors. esign and appeal adjustment is applied to reflect market reaction behveen double wide and stick built dwellings. e quality of construction adjustments are applied to reflect the exterior finish and reflect market preference to all padial ckstucco exterior. i the room count line adjustments are applied for the bathroom count only. The total room countJroom sizes are reflected In ~ gross living area adiustmenls. t the llrst line of the basement, adjustments are applied for the percentage of finished area and also considers the total sement area. ~e second line adjustment is applied for the bathroom count in the basement, which enhances the functionality of the i[shed basement. le remainder o[ the adiustments are applied for differences and are self explanatory. te sales used are cash or have been adjusted to cash equivalent value. Is noted that the price per square foot of gross living area for sale numbers 1,2 varies by more than $10.00 per square foot ; compared to the subject. The sales chosen are deemed to be the most representative of value. Is noted that comparable sale numbers 1,2,3 occurred over slx months prior to the appraisal date and [s/are considered be the best available at the present time. :ope of the Appraisal or the Extent of the Process of Cogectlng, Confirming, and Reporting Data: :andard Rule 2-2(b) of the [Uniform Standards of Professional Appraisal Practice of the Appraisal Institute] sets forth the porting requirements for a Summary Appraisal Report. As such, it presents only summary discussions of the data, reasoning id analyses that were used tn the appraisal process to the develop the appraisers opinion of value. Supporting )curnentafion that is not provided with the report, ts retained in the appraiser's file. The appraiser is not responsible for the 1authorized use of this report. The appraiser made a physical inspection of the subject property. This included an Inspection of both the interior and (terior. The exterior inspection included observing the site and its' location. I physlcaEy measured the house from the rterlor. The interior inspection consists of a walk through the bugding. All ion ,ms were accessible and viewed. Information pedaining to regional, city, township and neighborhood is based on facts obtained from organizations including, at not limited to; County Planning Commission, U.S. Census Bureau and local newspaper publications, etc. The appraiser as personagy viewed the neighborhood. The subject property data is based on the legal description from the local courthouse, the County Assessment Office, owner 1dior parties to the transaction and personal inspection. Highest and Best Use considers the physical aspects ot the property, legal permissibility and neighborhood trends. The three tradgional approaches to value were considered ]n the process. Cost data is supplied from the [Marshall and wirt Cost Manual[ and local bugders. The site value is based on sales of vacant land from within the neighborhood, or similar elghborhoods. Seres data was obtained from at least hvo of the following sources all of which the appraiser believes to be diablo; appraiser flies; the local multi-list so.ice; parties to the transaction; courthouse and assessment records. In most TEXT ADDENDUM File No. 04030204 errower: Estate of Gordon Burns roperty Address: 438 Sample Bridge Road County: Cumberland ity: Enoia State: PA Zip Code: 17025 ~nder: William Burns ses the lack of reliable information for development of a rent multiplier forced the elimination of the income approach, in ~as where it is applicable, it is applied. Mter analyzing the available data a final estimate of market value is made. Fo develop the opinion of value, the appraiser performed a complete appraisal process, as defined by the Uniform Standards Professional Practice. This means that no departures from Standard f were invoked. Standard 1 estab:ishes the criteria for ~ development of a real property appraisal. I have examined available data and was unable to find any evidence that the subIect has been listed "FOR SALE" recently. r the attached deed or assessment records, the subject has not transferred ownership over the past 36 months. Tile ~raiser is not aware of a pending safes agreem.ent on the subject property. RPOSE OF THE APPRAISAL m purpose of the appraisal Is to estimate market value, JNCTION OR THE INTENDED USE OF THE APPRAISAL ) assist the client in an estate settlement. This report is not intended for any other use. TENDED USER OF THE REPORT ~e intended user of the report is shown on the appraisal form itself as the client. No other uses should rely on this report. 4E FOLLOWING ITEMS SUPPLIED ARE COMMENTS MOST TYPICALLY REQUIRED BY LENDERS TO CLARIFY ASPECTS OF 4E APPRAISAL PROCESS. omments on the cost approach; the estimated site value in the cost approach ts based on recent land sales either in the area · competitive locations. The cost figures are utilized are from the Marshall & Swill Valuation Service, these are verified with ,cai costs. Physical depreciation is based on the age/IRe method. The estimated remaining economic life Is55 years. eferring to the neighborhood section of the report under land use change. This section is utilized in this report only when a se change such as residential to commercial is taking place and does not refer to the vacant land. The vacant land in the area changing to single family use and does not have a negative effect on the value of the subject. he subject is serviced by an on site well and septic system. This is typical in the subject's neighborhood and does not ~versely impact marketability. he lack of storm sewers, curbs, gutters, sidewalks and/or street lights is ~/pical of the neighborhood and does not adversely ~act marketability. 1 unable to verity the insulation "R" factor. The presence of UREA-FORMALDEHYDE FOAM INSULATION could not be etermined, if UFFI ]s present, the appraised market value may be adversely affected or voided. Any information about isulation stated on the appraisal was provided by Inspection, owner or real estate agents and is assumed to be accurate. The ppraiser is not aware of the existence of radon gas and/or radon daughters, and lead based paint and does not have the ecessa~y equipment to test for the presence of same. If a future test shows unacceptable levels of radon present or lead ased paint, the appraised market value may be adversely affected or voided. he property's heating, plumbing and electrical systems appear to be functionin, g properly to the best of the appraiser's nowledge and expertise. ooms such as foyer, laundP/and bathrooms typically are not Included in the total room. Unless otherwise noted at the time of le inspection the roof appears to be in average condition with no sign of leaks on the Interior. he current taxes, shown in the subject section of the attached appraisal, appear to be reasonable and are in Iine with other properties in the area. i subject property is located in a rural, suburban or small town area in which few transfers occur due to the low population ensity and the Inherent Iow turnover rate. is noted the estimated land value exceeds 30% of the appraised value. The land to value ratio is typical of the neighborhood qd is in line with comparable land sales in the market area. This higher land to value ratio Is due to positive focatlonal factors qd does not have an adverse impact on the subject's marketability. i TEXT ADDENDUM orrower: Estate of Gordon Burns ropedy Address: 438 Sample Bridge Road ity: Enola State: PA ender: William Burns File Nu. U4U3U2U4 County: Cumberland Zip Code: 17025 er,/effort has been made to conform to FNMA & FHLMC Guidelines; and in most cases, an even stricter interpretation round roman to most Investors in the seconda~ market has been applied. e appraiser has chosen what are believed to be the best comparable sales available from market research. Adjustments in "Direct Sales Comparison Approach" are based on market extraction, not on cost figures. Occasionally it Is necessam/to e comparable sales that occurred over six months prior to the effective data of the appraisal, have Individual adjustments caeding 10% of the comparable's sales price, and that are located more than I mile tram the subject, etc. rery subject properly cannot be compared to "ideal" comparable sales. The appraiser has chosen the best sales available )m the market search which meet Investor underwriting standards and guidelines established by the Appraisal Institute. A } E IT/0 U AL CERT iF ICA3'ION I I aVe n°pre sent ° rP reSPeCt[ve interest In the property that Is the subject of ~his report, and no personal Interest with respect y engagement In this assignment was not contingent upon developing or reporting predetermined results. y compensation for completing this assignment Is not contingent upon the development or reporting of a predetermined due or direction in value that favors the cause of the client, the amount of the value opinion, the attainment et a stipulated sug, or the occurrence of a subsequent event directly related to the Intended usa of this appraisal. ;PECIAL LIMITING CONDITIONS his appraisal is not a home inspection and the appralsar is not acting as a home Inspector when preparing the report. The arrower has the right to have the home inspected by a professional home Inspector· Ihen performing the inspection ot this property, the appraiser visually obse~ed areas that were readgy accessible, The ~ralser Is not required to disturb or move anything that obstructs access or vJslbility. en completing the appraisal, a visual inspection was done in accordance with guidelines. The Inspection is not technically ~hausfive. The inspection does not offer warranties or guarantees of any kind. OLD: There may or may not be mold present in the property. The appraiser is not trained to detect mold. ppraisers Signature SUBJECT PHOTOGRAPH ADDENDUM 04030204 17025 William Burns FP, O N"[ OF SUBJECT PROPERTY REAR OF SUBJECT PROPER FY Rober~ R. Jones Appraisers STREET SCENE ADDITIONAL PHOTOGRAPH ADDENDUM 04030204 Garage and workshop Storage shed Robert R. Jones Appraisers COMPARABLES PHOTOGRAPH ADDENDUM 04030204 I'r,,p~nyAdd~us* :~38 Sam leLBri~qe_Road 113 N Locust Lane Mechanicsburg ])ate ol'Salc 07-31-03 SaJc Price 121,900 COMPARABLE SALE # 2 464 Sample Bridge Road Enola COMPARABLE SALE 117 N Locust Lane Mechanicsburg Robert R, Jones Appraisers ADDITIONAL ATTACHMENT 04030204 REV- 1508 EX SCHEDULE E COMM( /¥'EALrHOFPENNSYLVANIA CASH, BANK DEPOSITS, & MISC. IN RITAI CETAX RETURN :S~DE ~TDECEDENT PERSONAL PROPERTY ESTATE O FILE NIJ~BER Gordon ~. [urns SSf; 200-14-3616 03/04/2004 21-04-)283., Include le pr,ceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the rich of surviw ;hip r~ust be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION CIF [EATH 1 Cash found in wallet 10~'!.00 2 Conmonwealth of Pennsylvania - Rent Rebate Received 500.00 3 Cumberland Valley Land - Refund 4.20 4 Tezri Hammel - Loan Payment 175.00 I 5 1924 Model "T" Ford, VIN 4846682, value as listed on attached ),200.00 ap~ raisal 6 19~4 Rabbit Scooter, VIN S4021770, sold at private sale, see 100.00 attached Title Transfer Form 7 19~7 Harley Davidson Mini Cycle, VIN 67M9804, sold at private 350~00 sale, see attached Title Transfer Form 8 1977 Ford Van, VIN No. E12H}IXB85407, value as listed on attached 700~00 ape raisal 9 1973 Go Tag a Long Trailer, VIN 10A17079, sold at private sale, 400~00 see attached Title Transfer Form 10 1986 Chevrolet Short Van, VIN 2GCEG25N1G4152965, see attached 200i00 Title Transfer Form 11 19§% Chevrolet Corsica, VIN 1G1LD55M6RY191781, sold at private 250[00 sal~, see attached Title Transfer Form 12 Rows's Auction - Personal Property, value as listed on attached .,54~[00 app ~aisal I TOTAL (Also enter on line 5. Recapitulation) $ 1(~, 530.20 (If more space is needed, insert additional sheets of the same size) H. Smith Schoolhouse Rd. PA 1705 7 948-0935 D. Bums Road April 25, 2004 Re: 1924 Model "T" Ford Black with Brown Interior Qualificafionsa 1979 & 1980 ,National President of the An~iq Automobile Club af America Nation~Judgewi~ morethan 150 credi~ Executive Director of Antique Automobile Club of America for 1' year~ AACA Library & of Directom and past president Member and past president 4846682 HIqLE CONDITION: Good. c~rtifies that on this day, April 21, 2004, William H. Smith has hereunto appraised the a~pve-~nentioned 1924 Model "T" Ford in the mount of $6,200.00 (six thousand, two hundred · The value of this vehicle is subject to change due to the fact of deterioration, repeated any damage resulting from theft, effects of aature and/or damages out of the control of This appraisal is made with the understanding that the appraiser assumes no liability any action that may be taken on the basis of this appraisal. The appraisal of this intended to remain valid until such time as on the above-mentioned causes may effect in any way. Upon such time, this appraisal is subject to change. Wherefore, the made the day and year first above written is made to the best of my knowledge and subject to change ~n accordance with the facets previously listed. / /' ,. , / ~ -.--~-i ~Z~ Certified by: - -X~fl fi~r~ H./Smith Add Pho~ Estate of Gordon D. Burns. c/o William D. Burns 921 Wood Ridge Road Enola. PA 17025 (7 t 7) 648-8472 Re: Appraisal Amt~ $6.200,00 Brown No: 4R46689 12039 (shown) N/A Diamond Tread showing some caps: Chrome (not rficket Good wear UI Rt W Fe dercarriage: No¢c~ qamo rmingboards: Good ~eels: Need some paint ~ders: Good C162S 465 ~BIT - 1964 ~ ~N D. ~ou~ . J~ H. 06 :/2004 2083 ~CDL HOUSE RO~ 2 I 2 ~D[ ~C ~, PA 17057 o¢~.~=~ , N, rE: a co-purchaser other than your spou%e's listed and you want the due to be liste0 as Jo nt,T~ nant$ ~ith Ri ~t of Survivorship" (On death of one owner, tiUe goes to ~urviving owner.) CHECK HERE ~. Otherwise, the title w~ ~e isued ~s "Tenants in Common' (On de~th of one owner, interest of deceased owner goes to hls/~erhe~fs or MESSENGER NUMBER: I m I H. N( '[: a co-purchaser other than your spouse is listed and you want the title to be listed as 'Joint ~erants ith ~ ~ Ri It of Survivorship" (On death of one owner, title goes to surviving owner.) CHECK HERE ~. Other~is), the title ~ ~w[ be h sued zs'Tenants in Common' (On de~th of one owner, interest of deceased owner goos to his~h ir heir~ or :. MESSENGE~ NUMBER: =eople. Great Service. Great Deals. !D VEHICLE APPP,-~XISIAL FOR THE ESTATE OF )ON D BUP,2qS BRIDGE RO,&D A. DA. 17025 177 FORD VAN VIN# E12HHXB85407 MILEAGE 93,663 $700.00 186 CHEVROLET SHORT VAN ViN# 2GCEG25N1G4152965 :ILEAOE 154,644 $800.00 794 CHEVROLET CORSICA VIN# 1 Gl LD55M6RY 191781 151,994 $1,300.00 773 GO TAG A LONG TR.&ILER VIN# 10Al 7079 NOT RU~'ING S250.00 }64 R.-'d3BIT SCOOTER VIN# S4021770 NOT RL ~'NN'ING $100.00 }67 HARLEY DAVIDSON MINI CYCLE VIN# 67M9804 NOT RUN%'ENG ~50.00 IL~,NDY L LAWRENCE LAWRENCE CHEVROLET i445 Carfisle Pike · Mechanicsburg, PA 17050 · 717-766-0284 · 800-427-4505 · FAX 717-766-8398 2467~ 111~07 BU I~.o~..~I 400. .00 . 10A!~ ~79 U~o U~ EI~c~ ~S ~N, D. ~u~ · 2004 ~ ~ ~ .~e~.~-~ ,~ -, n: i i I i mm m~ NOl If~ co-purchaser other than your spouse is listed and you want thetitleto belisted as'JointT;~tsWih ~ig~ ofS~rvivors~ip'(On deat~ of ono owner, title goes to surviving owner.) CHECK HERE~. Otherwi¢~ thet!t~e will ~ issled as "Tenants in Common' (On death of one owner, ;nterest of deceased owner goes to his/~e, heirs Or :. MESSENGER NUMBER: No.163 9/9 1986 ~ 517~ ~127~1 ~ ~ , ~ 200. · O~ · 2~ ~2~ ~152965 ~ ~ g ~ ~ ~ " ~ Wl'~ ~ ~Y L 10/29/2~ ] ~ 3~ ~ ~ ~ 22..50 I H. OTE : mr a co-purchaser other than your spouse is listed and you want the title to be listed as 'Joiflt ' chants With < ~ :[ght of Survivorship' (On death of one owner, title goes to surviving owner.) CHECK HERE ~. Other~dse, t~e title ~E= fill b ~ssued as "Tenants in Common" (On death of one owner, interest of deceased owner goes tohi:~her heirs or :. MESSENGER NUMBER: ° 1994 ~ 4699 300~02 I Chevroleb I ~.~ 250 ' 1G1Z 55M 5RY19i 781 ~ ~co0 ~ ~A,~ ~OO~ =~ B~ S ~rdon D AMOO~ I i ~':~ ~5 ,00 I ~ve 1 David L ~%~/2 ~ 004 ! ~[~=' 50 ,m~tn Drive , I I M ¢na:~icsb~c Pa 17050 o,~.~=.~ ~ PI ~ ;Ef~UEDBY ~ ~NSFER&RENEW~OF~ :~Ol~ruS)I I I I PRiVI~G~ O~ ~Nl~ ~S~A~ONfS) ~OR F~LURE T~.~I~AIN ?NONC:~E~%~NSlBI~Y ON THE CURREN~ MESSagED VEHC~ =O~! T E P5~0¢ OF H. )TE: If a co-purchaser other than your spouse is Hsted and you want the title to ~e listed as "Joidt enan witm ~ ~ ht Survivorship" (On death ofone owner, title goes to surviving owner.) CHECK HER~ ~.Oth~r~iise, t~e title ~ be issued as 'Tenants in Common" (On dest~ of one owner, ~nterest of deceased owner ~es to hi~/her heirs or :. MESSENGER NUMBER: TO: FOR FRC ROWE · AU 1092L · JOB - AU 2276L R. D. 4, Box 353 · Carlisle, PA 249-2677 -- 249-1978 Auction Is Action Call "ROWE"Fo~ Satisfaction April 1, 2004 James D. Bogar Attorney At Law 1 West Main Street Shiremanstown, PA 17011 William Burns Executor 921 Woodridge Avenue Enola, PA 17025 Benny E. Rowe Appraiser/Auctioneer 2505 Ritner Highway Carlisle,PA 17013 RE Personal property Appraisal for Gordon Burns Estate 438 Sample Bridge Road, Enola, PA 17025 KIT Din Set Mic ve Sma. lectrical appliances Pot~ ans, Baking Smal itchen Accessories Que~ Style China Cabinet Chi] Contents 7 P~ Dining Room suite Cot of China Cabinet St~ 10.00 12.00 15.00 18.00 22.00 65.00 20.00 525.00 32.00 N/V 2 P Living Room suite 20~ :ands T V Staz Org~ Mant -~lock Tab] tghts Pot ~y Stove 2 St V C Pic' /Prints Dec rs/Collectables 35.00 40.00 20 00 8 00 20 00 25 00 8 00 30 00 8 00 12 00 6 00 32.00 BEDF 3 edroom suite Tabl .9hts Oak Lid Desk Mapl Mapl lest of Drawers Bi~ ~hest of drawers La~ lack chair T ~ers StandsI Miscl[ / Deco~atlrs/Collectables 115.00 6.00 125.00 20.00 40.00 5.00 5.00 1.00 15.00 t2.00 32.00 18.00 BAS Aut Ei~ Mi s 2 Lon Mi: ~ic Washer .c Dryer Bench g Chairs ~ndle Tools ?ools $ 35.00 20.00 12.00 45.00 12.00 15.00 30.00 18.00 TOTAL $1544.00 Benny E. Rowe SCHEDULE F coM~ ~wE~ THO~PEN.S~LV^N~^ JOINTLY--OWNED PROPERTY ESTATE ¢ FILE Gordon ). urns SS~/ 200-14-3616 03/04/2004 21-9~0283 If an as t wa:; made joint within one year of the decedent's (late of death, it must be reported on Schedule G. SURVI~ G J£ INT TENANT(S) NAME ADDRESS RELATIONSHIP T( DECEI~ENT A. W ~li~m D. Burns 921 Woodbridge Drie Son Enola, PA 17025 B. C. JOINTLY )WNI[D PROPERTY: rTER DATE DESCRIPTION OF PROPERTY % OF PAIl: F PEA ITEM FC JOlt, MADE accou~tnumberorsimi]aride~tif~i~gnumber, DATE OF DEATH DECD'S VALJEOF NUMBER 'JAN] JOINT Attach deed forjointly~heid rea] estate. VALUE OF ASSET INTEREST DECED,~i' T'S INTERES 1 A 02/07/99 John Hancock Funds, EEC - 9,015.71 50.00% ,507!.85 Mutual Fund, Account No. 5415860, date of death value $9,007.24, accrued dividends $8.47 2 A 09/28/78 M&T Bank - Checking Account 3,349.67 50.00'~ ,674.84 No. 18736157, date of death value $3,349.67, accrued interest $0.11 3 A 04/28/82 M&T Bank - Savings Account 2,601.67 50.00% ,300.84 No. 21000001213206, date of death value $2,600.57, accrued interest $1.10 TOTAL (Also enter on line 6. Recapitulation) $ '7,483.53 John Ha Boston www ihan Jonn Hah LLC Suite ~000 April 28, 2004 B Hipp Law St 170i 1 00804776 5415860 you for your letter regarding the John Hancock mutual fund account listed above. This tt was re~stered as a Joint Tenants with Rights of Survivorship account registered to ~ D. Burns and William D. Bums as joint owners. count value on March 4, 2004, was S9,007.24. The net asset value price per share of the A was $15.53 and there were 579.444 shares in the account. Please note that the tt value includes $8.47 in dividends that had accrued for the month of March but had not Please remember the share price fluctuates daily. L you require any further information regarding this account, we will require a letter of signed by the surviving ovmer William D. Bums. this information is helpful. Should you have any questions, please contact our customer ~ center at 1-800-225-5291. We can be reached any business day between 8:00 a.m. and m., Eastern time. One of our customer set,Ace representatives will be happy to assist you. ly, ~ciate Thomas R Nildes Sig'nator Investors Inc 49C~Mit¢~ll Ro~. Millsboro. DE 19966 Mail Code 50i-120 One 1 ~gar Law Street PA 17011 Re: Estate of Gordon D Burns Social Securirw 200- ! 4-36I 6 Date of Deafh: ~ r~..~t , ~,~n , Phone (302) 934-2909 F mx (302) 934-2955 March 30, 2004 Dear i Per deposit For fur Madam: dated March 25, 2004, please be advised that at the rime of death, the above-named decedent had e is bank the following: e of Account Chec,~ng Account 18736157 ~v~ames oJ) Gordon D Burns William D Burns Date 09/28/78 Balance on Date of Death $3,349.56 Ac~nmd Interest S . ] 1 To l $3,349.67 Tyfe o/Account Scv2ings Account 4 clount Number 21000001213206 .Z[nership OVames of Gorabn D t3urns Wiilia~n D Burns O~ening Date 04/28/~72 Balance on Date of Death $2,600.57 Acprued Interest $ 1. ] 0 I ~ 7 l $z.601.6 rant information, closures and/or reimbursement of funds please call the Summerdale Plaza Office at #717-255-226L to locate any safe deposit box for the above-mentioned decedent. REV- 1510 EX . COMN ESTATE ¢ Gordon This ITEM NUMBEF~ l iTAXRETURN [NTDECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY SSfJ 200-14-3616 03/04/2004 le must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY UDE THE NAME OFTHETRANSFEREE THEIR EXCLUSION iAL ESTATE. /IF APPLICABLE) 4.0( .co Community Credit .on - Account No. 843422, =lar Shares, date of value $4.00, accrued :erest $0.00 *(A/q IS CLAIMED IN AMOUNT OF $4.00 IN WITH THE SIONS OF THE AND ESTATE TAX 7, BEING 72 P.S. SECTION 18(C) AND 72 P.S. SECTION ~7(c) (3)) Be~co Community Credit Un%on - Account No. 843422, Ch~cking, date of death va%ue $14.00, accrued interest $0.00 *(AN EX~/4PTION IN THE AMOUNT OF $17.00 IS CLAIMED IN ACCORDANCE WITH THE PRgVISIONS OF THE INHERITANCE AND ESTATE TAX ACT, BEING 72 P.S. SECTION 9198(c) and 72 P.S. SECTION 9117(c)(3)) % OF DATE OF DEATH OECD'S VALUE OFASSET INTEREST 4.00 14.00 TOTAL (Also enter on line 7, Recapitulation) $ 14.0( FILE 21- .00 .00 .00 more space is needed, insert additional sheets of the same size) Form REV-lSd0 EX/Rev. 1-971 ~,*~E×~ -97/ SCHEDULE H FUNERAL EXPENSES & COM& ~WE/LTHOFPENNSYLVAN[A mERIT, NCE TAX RETURN ADMINISTRATIVE COSTS I -'-STATE OF FILE NU[~ Gordon ). ,urns SS¢~ 200-14-3616 03/04/2004 21-~)4-028~i Debt= ~f de~edent must be reported on Schedule I. ITEM NUMBER DESCRIPTION ~.. FUi' ERAL EXPENSES: 1 Pa:tor Charles Hiller - Honorarium 200i.00 2 Ri<:hardson's Funeral Home - Funeral 5,2531.00 I q. ADI IINISTRATIVE COSTS: 1. P ~rsonal Representative's Commissions Name of Personal Representative(s) : Social Security Number(s) /EIN Number of Personal Representative(s) I I Street Address I City State Zip ; Year{s) Commission Paid: g. A tarney's Fees Jennifer B. Hipp Esquire 5,01~. 50 3. F ~mily Exemption: (If decedenfs address [s not the same as claimant's, attach explanation) Claimant I Street Address City State __ Zip Relationship of Claimant to Decedent 4. P obate Fees Reg±ster of Wilis 266.00 $, A :countant's Fees 6, T ~x Return Preparer's Fees 7, C :her Administrative Costs 1 Co]tcast Cable - Cable Bill-Final 5.39 2 Cumberland Valley Land - Trash Dumpster Rental 34Q.00 3 Doltegal Insurance - Homeowner's Insurance 49~.00 4 Lo, Te's }~ome Improvement - Dusk to Dawn Light 1(].56 5 Pa:amont Pest - Treatment for termites in Real Estate 1,24~.50 6 Po:tn Waste, Inc. - Trash Bill-Final 3~.7C To:al of Continuation Schedule(s) ~ 2 ll~.lC~ TOTAL (Also enter on line 9, Recapitulation) $ , ]15 , 984.84 (If more space is needed, insert additional sheets of the same size) Estate of Soc Sec # Date of D~ Item De~ 7 8 9 Re 10 RE fi/ Fir Ret 11 12 13 14 15 Gordon D. Burns 2¢0-14-3616 .th: 03/04/2004 tion Continuation of Schedule H-B7 (Other Administrative Costs) Electric Bill-Final of Deeds - Filing Fee Deed Transfer of Wills - Short Certificates (3) : Costs to conclude administration of Estate including fee for PA Inheritance Tax Return, Inventory and First & ~count; preparation of Personal and Fiduciary Income Tax lones & Associates - Real Estate Appraisal auction - Personal Property Appraisal Trs :s Insurance - Vehicle Insurance Ver - Telephone Bill-Final Wil~liamlH. Smith - Vehicle Appraisals 224.99 41.5o 9.00 850.00 300.0o 8~.00 42~.00 59.70 12~.00 .... SCHEDULE I COMMOh EALTtOFPENNSYLVANIA DEBTS OF DECEDENT, 'NH' ITAN( R IOENOECEOENT MORTGAGE LIABILITIES, AND LIENS ESTATE(; FILE hl~U~ IBER Gordon ;urns SS~// 200-14-3616 03/04/2004 21-94 r 0283i ]nclu ~ unr~imbursed medical expenses. ITEM NUMBER DESCRIPTION ,AM )UNT i 1 Ci~:ibank - Credit Card Payoff ,144i.19 2 Coltnor Rich Associates - Doctor Bill-Final 31i.99 3 De},ra Basehore Wiest, Tax Collector - Real Estate Tax (School) ,158!.66 TOTAL (Also enter on line 10. Recapitulation) $ ~, 334.84 (if mare space is needed, insert additional sheets of the same size) SCHEDULE J COM~ NWE. ,LTH OF PEN NSYLVANIA BENEFICIARIES ESTATE O FILE N IV BER Gordon ~. ~urns SS¢; 200-14-3616 03/04/2004 21-~4;0283, RELATIONSHIP TO DECEDENT AMOUNT ,O.R SH/~RE NUMBER NAM '-' AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OFE 3TATE| I. AXAE LE DISTRIBUTIONS [incJude outright spousal distributions, and I transfers under Sec. 9116(a}(1.Z)] I 1 Bornie J. Baker Daughter One-t~a.f (1~2) 60]9 Mockingbird Drive of r~s., Moc hancisburg, 17050 resi~u and remain [er 2 William D. Burns Son One-l'~a[f (1,./2) 921 Woodbridge Drive of r,s:, En¢ la, PA 17025 resi~u andi remain[er I _' '4TEF DOLLAR AMIS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 ¢6 VER SH ET II. ION- rAY, ABLE DISTRIBUTIONS: ~. SP )USAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE I , I, CH ~RITABLE AND GOVERNMENTAL DISTRIBUTIONS Pe~ry Lodge No. 458 Bo:: 43 Ma]ysvilla, PA 17053 [,0001.00 TO1 L OF PART I1 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LiNE 13 OF REV 1500 COVER SHEET $ 1,000.00 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT GORDON D. BURNS I, GORDON D. BURNS, of Silver Spring Township, Cumber- Pennsylvania, make, publish and declare this as amd Will and Testament, hereby revoking all other Wills cils heretofore made by me. FIRST: I give and bequeath the sum of One Thousand an ($1,000.00) Dollars to the Perry Lodge No. 458, Marys- Pennsylvania, to be used for general purposes as that ation deems appropriate. SECOND: I devise and bequeath all the rest, residue~ nder of my estate of whatever nature and wherever including any property over which I hold power of and together with any insurance policies thereon, hares to my children, WILLIAM D. BURNS and BONNIE J. THIRD: Should my son, WILLIAM D. BURNS, predecease t that his share under this, my Last Will and Testament n equal shares, to his children, MICHAEL W. BURNS and IE L. BURNS. FOURTH: Should my daughter, BONNIE J. BAKER, prede-i I direct that her share under this, my Last Will andi ~nt, pass to her son, JAMIE L. BAKER. IFIFTH: In addition to all powers granted to them by an( by other provisions of this Will, I give the fiduciari~ hereunder the following powers, applicable to all prope~- ~rcisable without court approval and effective until actUz of all property: (A) To sell at public or private sale, or to lease,i period of time, any real or personal property and to g~ for sales, exchanges or leases, for such prices and terms (including credit, with or without security) or 'e stoc exte~ any fer, )ns as are deemed proper. This includes the power to giVE sufficient instruments for transfer of the property and! the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate ~nter into agreements concerning the partition, subdivi-i Drovement, zoning or management of real estate and to Dr extinguish restrictions on real estate. (C) To compromise any claim or controversy and to any property which is of little or no value. (D) To invest in all forms of property, including common trust funds and mortgage investment funds, without ~ion to investments authorized for Pennsylvania fiduci- ~s are deemed proper, without regard to any principle ~ication, risk or productivity. (E) To exercise any option, right or privilege granted · ance policies or in other investments. (F) To exercise any election or privilege given by the and other tax laws, including, but not necessarily being to, personal income, gift and estate or inheritance tax! (G) To make distributions to my herein named benefici- cash or in kind or partly in each. (H) To borrow money from themselves or others in ord,2 ~bts, taxes, or estate or trust administration expenses,! or improve any property held under my will, and for nt purposes. (I) To select a mode of payment under any qualified nt plan (pension plan, profit sharing plan, employee [p plan, or any other type of qualified plan) to t~ he plan or the law permits them to do so, and to exercise r rights which they may have under the plan, in whateve~ consider advisable.) SIXTH: I direct that all inheritance, estate, trans- cession and death taxes, of any kind whatsoever, which 2 assl~ teas( appoJ Will the any j seal e )ayable by reason of my death, ~rty passing under this Will, shall be paid out of the ~1 of my residuary estate. SE~-ENT~: All interests hereunder, whether principal which are undistributed and in the possession of the ies acting hereunder, even though vested or distribut- not be subject to attachment, execution or sequestr any debt, contract, obligation or liability of any ary, and furthermore, shall not be subject to pledge, conveyance or anticipation. ~IG~T~: I nominate and appoint my son, WILLIAM D. r of this, my Last Will and Testament. In the the death, resignation or inability to serve for any %atsoever of the said WILLIAM D. BURNS, I nominate and daughter, BONNIE J. BAKER, Executrix of this, my Last! Testament. I direct that my Executor or Executrix, may be, and their successors, shall not be required to ~rity or a bond for the performance of their duties in ~diction. IN WITNESS WHEREOF, I have hereunto set my hand and my Last Will and Testament, this ~ ~/ day of ~c~ , 1999. whether or not with respect GORDON D. BURNS Signed, sealed, published and declared by the above- namec IIl~estator as and for his Last Will and Testament in our pres~ ~e,I who, at his request, in his presence and in the Prese]''~ ~f each other, have hereunto subscribed our names as attest witnesses. Addres Register of Wills of CITMBERIAND County, Pennsylvania also kn¢ Willi placed Name Attorne I·D. No Addres! Telephc (SE Gotdon D. INVENTORY No. 21-04-0283 i Date of Death 03/04/2004 [ · Deceased Social Security No. 200-14 n D~ Burns, i :~eprebentative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the ~sset~wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valua~ior posit~ each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owni ~te dutside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this I/~V~ verify that the statements made in this Inventory are true and correct. I/~Ve understand that false statements her~in subjlct to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. J~nnifer B. Hipp Esquire 1!475 O~e West Main Street S~iremanstown, PA 17011 ,: 7~7/737-8761 Description continuation page(s) attached) (A~ach NOTE: inctude P_repar. ed .b,y,t.h~ ,.nnsyD/a.nja Bar ASsO~Ci~t'o~ ....... Personal Representative William D. Burns Signature: Signature: Address: 921 Woodbridse Drive Enola, PA 17025 Telephone: 717/732-1247 Value Iditio+al sheets if necessary) Total: 131, ~31, ~e Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal represe~ta ,e value of each item· but such figures should not be extended into the total of the Inventory. Est~e ~f: Dat~ of~Death: Cou ty:I Gordon D. Burns 03/04/2004 Cumberland INVENTORY CASH: Cash found in wallet Commonwealth of Pennsylvania Rent Rebate Received Cumberland Valley Land Refund Terri Hammel - Loan Payment PERSONAL PROPERTY: 1924 Model "T" Ford, VIN 4846682, value as listed on attached appraisal 1964 Rabbit Scooter, VIN S4021770, sold at private sale, see attached Title Transfer Form 1967 Harley Davidson Mini Cycle, VIN 67M9804, sold at private sale, see attached Title Transfer Form 1977 Ford Van, VIN No. E12HICKB85407, value as listed on attached appraisal -1- 107.00 500.00 4.20 175.00 6,200.00 100.00 350.00 700.00 786.~0 1973 Go Tag a Long Trailer, VIN 10A17079, sold at private sale, see attached Title Transfer Form 1986 Chevrolet Short Van, VIN 2GCEG25N1G4152965, see attached Title Transfer Form 1994 Chevrolet Corsica, VIN 1G1LD55M6RY191781, sold at private sale, see attached Title Transfer Form Rowe's Auction - Personal Property, value as listed on attached appraisal REAL ESTATE/PA: Ail that certain piece or parcel of real estate having - erected thereon a dwelling house being known and numbered as 438 Sample Bridge Road, Enola, Pennsylvania, being Tax Parcel No. 38-04-0365-003. The property was conveyed by Robert E. Diehl and Nancy C. Diehl, his wife, to Gordon D. Burns and Sara B. Burns, his wife, by Deed dated June 7, 1976. The said Robert E. Diehi and Nancy C. Diehl filed a corrective dated dated April 26, 1994, a copy of which is attached hereto and incorporated herein. The said Sara B. Burns died February 7, 1999 whereupon full and complete title became vested solely in Gordon D. Burns, the decedent herein. It is 400.00 200.00 250.00 1,544.00 121,000.00 9,744.00 -2- respectfully suggested that the fair market value of the real estate is $121,000.00 as per attached appraisal which is attached hereto and incorporated herein. 121,000.00 TOTAL RECEIPTS OF PRINCIPAL ............... 131,530.24 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Gordon Do Burns Date of Death: March 4, 2004 Will No. 2004-00283 Admin. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 22, 2004: Name Address William D. Burns Bonnie J. Baker Perry Lodge No. 921 Woodbridge Drive Enola, PA 17025 6019 Mockingbird Drive Mechanicsburg, PA 17050 458 Box 43 ~arysville, PA 17053 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: None 11/22/2004 Capacity: Shiremanstown, ~.~K 17011 (717) 737-8761 ~ Per sona 1' Repre~nt ative Counsel for Pe~onal Representative X COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU of INDIVIDUAL TAXES INHERITA~E TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 N.DTICE.Qf"INHERITANCE TAX APpRAXSEIIENT ,.-ALLOWANCE OR DISALLDWANCE DF DEDUCTIoNS~AND ASSESSIIENT OF TAX '";-i .:...1 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-07-2005 BURNS 03-04-2004 21 04-0283 CUMBERLAND 101 JENNIFER B HIPP 1 W MAIN ST SHIREMANSTDWN ESQ *' REV-1547 EX iFP {12~04l GDRDON D Allount Re.itted PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE.V :rA\"'-ix.-AFp..CBl---6J'.-Noi"YC!.OF-'i'iiHER-I-flilC'I!-YA'x.A.PPRA.isii<<Nt~..A[tOWANC-r.OR......_....._. --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GORDON D FILE NO. 21 04-0283 ACN 101 ESTATE OF BURNS TAX RETURN WAS: I I ACCEPTED AS FILED I XI CHANGED SEE DATE 02-07-2005 ATTACHED NOTICE NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~1gures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rat. (IS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 118,694.05 X 045 = 5,341.24 .00 X 12 = .00 .00 X 15 = .00 1191= 5,341.24 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. stocks and Bonds (Schedule 8) 3. Closely Held stock/Partnership Interest {Schedule Cl 4. Mortgages/Notes Receivable {Schedule Dl 5. Cash/Bank Deposits/Mlsc. Personal Property {Schedule El 6. Jointly Owned Property {Schedule Fl 7. Transfers {Schedule Gl 8. Total Assets III 121 131 141 151 161 171 121. 000.00 .00 .00 .00 10.530.20 7.483.53 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses {Schedule Hl 10. Debts/Mortgage Liabilities/Liens {Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts {Schedule Jl 14. Net Value of Estate Subject to Tax 191 1101 15,984.84 4.334.84 1111 1121 1131 1141 NOTE: To insure proper credit to your accountJ submit the upper portion of this for. with your tax payment. 139,013.73 ;;>0.5]9 68 118,694.05 .00 118,694.05 TAX CREDITS: (+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID I-I 06-02-2004 CD003994 267.06 5,450.23 TOTAL TAX CREDIT 5,717.29 BALANCE OF TAX DUE 376.05CR INTEREST AND PEN. .00 TOTAL DUE 376.05CR ~ . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYIIENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CRlJ YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FoRII FOR INSTRUCTIONS. I ~\\ II )1\ REV_1470 EX (6-88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 1712B~0601 DECEDENTS NAME Gordon D. Burns FILE NUMBER REVIEWED BY ANITA MCCULLY ACN 2104-0283 101 ITEM SCHEDULE NO. J II EXPLANATION OF CHANGES The bequest to the charity has been disallowed as the organization does not qualify under Section 9111(c) ofthe Inheritance and Estate Act of 1995. ROW Page 1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1U7 EX lFP <12-041 JENNIFER B HIPP ESQ 1 W MAIN ST SHIREMANSTOWN PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-14-2005 BURNS 03-04-2004 21 04-0283 CUMBERLAND 101 GORDON D Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forn with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Iw:r&'lJ.,.!r.Aj!Jt..rllr:6J,.......;.."fAW<<Il'XNer...,lr.~nYI!AM.tJY'.lc1!'CSOW....................... ... ESTATE OF BURNS GORDON D FILE NO. 21 04-0283 ACN 101 DATE 03-14-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-07-2005 PRINCIPAL TAX DUE:. """"""...____._III......OII..IIUIII_. 5,341.24 PAYMENTS (TAX CREDITS): PAYMENT DATE 06-02-2004 02-23-2005 RECEIPT NUMBER CD003994 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 267.06 .00 AMOUNT PAID 5,450.23 376.05- C") 0" TOTAL TAX CREDIT 5,341.24 BALANCE OF TAX DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) INTEREST AND PEN. TOTAL DUE .00 .00 .00 ~'S::."- STATUS REPORT UNDER RULE 6.12 Name of Decedent: Gordon D. Burns Date of Death: March 4, 2004 Will No. 21-04-0283 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration 'of the above-captioned estate: 1. State whether administration of the estate is complete: Yes xx No 2 . representative complete: If the answer is No, state when the personal reasonably believes that the administration will be ] . If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No XX b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes XX No d. Copies of receipts, releases, joinders and approvals of formal Or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. "'.';'} ~~ ,- .", .'".I-\S--O) uate ...... Jennifer B. Hipp, Esquire Name (Please. type Or print) One West Ma~n St. Shiremanstown, PA 17011 Address (717 I 737-8761 Te l. No. Capacity: Personal Representative (MAH: rmf! AM]) x Counsel for personal d P representative If/\