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HomeMy WebLinkAbout08-15-08INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF CUMBERLAND J SS COUNTY, PENNSYLVANIA File Number 21-08-0455 Personal Representative(s) of the Estate of DOROTHY C. SHOTSBERGER deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situ;~te and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memor~dum at the end of this inventory. ..... /; I verify that the statements made in this Inven- ~_ -~ .r~. ~ ~-- ~__--~--~.- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) DOUGLAS G, MILLER, ESQUIRE (Supreme Court LD. No.) 83776 (Address) 60 WEST POMFRET STREET, CARLISLE, PA 17013 (Telephone) (717) 249-2353 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. NO. 04/15/2008 54 GREYSTONE ROAD, CARLISLE, PA 17013 183-12-2897 FIGURES MUST BE TOTALED 54 GREYSTONE ROAD, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA 125,000.00 DELTA EQUITY SERVICES CORPORATION 46,123.26 M&T BANK -SAVINGS ACCOUNT #015004200059605 37,179.34 ,~,. , O 'r~ :~- -,-, ~- ~., `n _._ --. ~~ ~; r-~' „ ~~ f`J {..J (Attach additional sheets as needed) ~,; ~ 208,302.60 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. ~ 3301(bJ) r`~- r Form RW-09 rev. 10.13.Ofi (`_``/Y/ REV•1500 Ex + (f1-0O) COMMONWEALTH OF REV-15 0 0 OFFICIAL USE ONLY PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER ~ DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1- 0 8 0 4 5 5_ R ~~ COUNTY CODE YEA NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER F- Z SHOTSBERGER DOROTHY C. 1 8 3- 1 2- 2 8 9 7 I ~ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE W C1 04/15/2008 07/0911920 REGISTER OF WILLS W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER r ©1.Original Return ~ 2. Supplemental Return ~ 3. Remainder Retum (date of deaN prior to 12-13.82) ~ a ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date ofdean aRer tz-l2-sz) ~ 5. Federal Estate Tax Retum Required W DO ~ a m XC~ 6. Decedent Died Testate (Attach copy orwlp ~ 7. Decedent Maintained a Living Trust (aaacn copy of Trust) r, 8. Total Number of Safe Deposit Boxes a 9. Litigation Proceeds Received ~ 10. $pOUSdI POVerty Credit (date of death between 12.31.91 and 1-i-93) ~ 11. Election to tax under Sec. 9113(A) (Attach sch o) r THIS SECTION MUST BE['COMPLETED. ALL CORRESPONDENCE"AN D CONFIDENTIAL TAX INFORMATION SHOULD BE: DIRECTED TO: Z W NAME COMPLETE MAILING ADDRESS c DOUGLAS G. MILLER ESQUIRE 60 WEST POMFRE T STREET a FIRM NAME (ItApplicable) rr ~ IRWIN & McKNIGHT p TELEPHONE NUMBER 717 249-2353 CARLISLE PA 17013 00 OFFICIAL USE ONL •-_ 125 000 1. Real Estate (Schedule A) (1) ~ r . , 2. Stocks and Bonds (Schedule B) (2) _ ~;-~ _ .-, _., 3. Closely Held Corporation, Partnership or Sole- Proprietorship (3) ' -~ 4. Mortgages 8 Notes Receivable (Schedule D) (4} 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 83, 302.60 (Schedule E) - - Z c.., ~ 6. Jointly Owned Property (Schedule F) (6) 63,130.86_ - -+ - '' Separate Billing Requested < .., ~ 7- Inter-Vivns Transfers R Misrr{lanenus Nnn-~rnhafe ~rnoertv 171 _ _ _- _ _ _ 32,994.15 E- (Schedule G or L) Q 8. Total Gross Assets (total Lines 1-7) (g) 304,427.61 U ~ 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 34, 776.40 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule t} (10) 1,269.44 11. Total Deductions (total Lines 9 & 10) (11) 36,045.84 12. Net Value of Estate (Line 8 minus Line 11) (12) 268,381.77 13. Charitable and Governmental BequestsiSec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 268,381.77 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z ~ 15. Amount of Line 14 taxable at the spousal tax 170 450 35 00 0 rate, or transfers under Sec. 9116 (a)(1.2) . , x (15) . F- ~ 16. Amount of Line 14 taxable at lineal rate 97,931.42 X .045 (18) 4,406.91 ~ 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00 V 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 4,406.91- F- t'-\ > > BE SURE`TQ'ANSINER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH. < < ~> 'uo!;dope ~o poolq ~(q ~aylaynn';uapaoap ay; y;!M uowwoo w;ua~ed auo;seal;e sey oynn !enp!n!pw ue se 'ZO 66 uo+;oaS ~apun 'paui;ap s! 6u!~gis y ~[(£' 6)(e)96 66§ 'S"d ZLl %Z 6 s! s6upgls s,;uapaoap ay; }o asn aye ~o} ~o o; spa}sues; }o amen;au ay; uo pasodul! a;e~ xe; ayl 'I(l)(e)9166§ S d ZLl (Z"6)9666§ S'd ZL w pa;ou se;daoxa '%g y s! saue!ogauaq beau!! s,;uapaoap ay;>.o asn ay; ~o{ 10 0; spa;sues;;o amen;au ay; uo pasodw! a;e~ xe; ayl '[(Z' 6)(e)96 66§ 'S'd ZL) %0 s! 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Z au!-l !i •y (3 + 0) ~;leuad~}sa~a;ul !etol 5£' OZZ 8 (Z) (0 + g + y } s;lpa~0 lelol ~(;leuad '3 ;saga;ul 'Q a~geo!ldde;! ,L;leuadpsa~a;ul £ 5 ZZ ;unooslQ •0 00'000 8 s;uaw~(ed Loud •g 66'90t~ i~ (6) ;!pa~0 ~(}~anod lesnodS 'y s;uaw,(ed~s;ipa~0 .Z (66 aul~ 6 a6ed) anQ xel •6 :s~lpaa0 pue s~uaua~Sed xe~ ~w1 `,-~^~, ~ 60L 6 dIZ bd 31V1S -- - Ally ~lSl~2ib0 ab02j ~NOlSJ~3i`JJ ~S - - _ sssaaavl33als ~~ ~~~~' ssaappb- a;alduao0 s,;uapa~aa REV-1502 EX + (6-98) ` SCHEDULE A ~ COMMONWEALTH OF PENNSYLVAN4A REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE FILE NUMBER SHOTSBERGER DOROTHY C 21 08 0455 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 oroaertv which is iointlvowned vrith right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 54 GREYSTONE ROAD, CARLISLE, PENNSYLVANIA -APPRAISAL ATTACHED 125,000.00 T07AL (Also enter on line 1, (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E ~ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ~~^T~~FR ~~R DOROTHY C 21 08 0455 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed an Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. DELTA EQUITY SERVICES CORPORATION 46,123.26 ACCOUNT #39K-220349 2. ~M&T BANK -SAVINGS ACCOUNT #015004200059605 ~ 37,179.34 TOTAL (Also enter on line 5, Recapitulation) ~ $ (If more space is needed, insert addiiional sheets of the same size) REV-1509 EX + (6-98j SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ~HOTSBERGER DOROTHY C 21 08 0455 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. CLYDE E. SHOTSBERGER B DONNA M. RICE C WILLIAM C. MORROW JOINTLY-OWNED PROPERTY: 54 GREYSTONE ROAD (SPOUSE CARLISLE, PA 17013 352 BRIDGEPORT ROAD (DAUGHTER LANDISBURG, PA 17040 8585 VALLEY DRIVE (SON MIDDL:ETOWN, MD 21769 ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 02/2007 DELTA EQUIITY SERVICES CORPORATION 61,602.21 50. 30,801.11 ACCOUNT #39K-220331 2. A. M&T BANK -CHECKING ACCOUNT 39,493.12 50. 19,746.56 ACCOUNT #78158745 3. B/C M&T BANK -CERTIFICATE OF DEPOSIT 2,772.10 33.3 923.11 ACCOUNT #031003912277918 4. A M&T BANK -CERTIFICATE OF DEPOSIT 17,286.04 50. 8,643.02 ACCOUNT #031003913947552 5. A M&T BANK -CERTIFICATE OF DEPOSIT 6,034.12 50. 3,017.06 ACCOUNT #031003913947825 TOTAL (Also enter on fine 6, Recapitulation) $ 63 130.86 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA ` INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER•VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER SHOTSBERGER DOROTHY C 21 08 0455 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 INCLUOETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND THE DATEOFTRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. ALLSTATE LIFE INSURANCE COMPANY 32,994.15 100. 32,994.15 ANNUITY -CONTRACT NO.: GA18513679 BENEFICIARIES: DONNE M. RICE & WILLIAM MORROW TOTAL (Also enter on line 7 Recapitulation) I $ 32 994 15 {If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER SHO T SBERGER DOROTHY C 21 08 0455 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 1. FUNERAL EXPENSES: NICKEL FUNERAL HOME 7,229.34 2. RICE MEMORIAL WORKS -INSCRIPTION 125.00 3. LANDISBURG FIRE COMPANY -DONATION FOR FUNERAL LUNCHEON 100.00 4. FUNERAL LUNCHEON 558.96 B. ADMINISTRATIVE COSTS; ~ Personal Representative's Commissions . Name of Persona! Representative (s) DONNA M. RICE 10,000.00 Social Security Number(s)IEIN Number of Personal Representative(s) 168404080 Street Address 352 BRIDGEPORT ROAD City LANDISBURG State F'A Zip 17040 Year(s) Commission Paid: 2 AttomeyFees IRWIN & McKNIGHT 12,000.00 3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation) 3, 500.00 Claimant CLYDE E. SHOTSBERGER Street Address 54 GREYSTONE ROAD City CARLISLE State PA zip 17013 Relationship of Claimant to Decedent SPOUSE 4. Probate Fees REGISTER OF WILLS 252.00 5 Accountant's Fees 6. Tax Return Preparer's Fees PATRICIA A. ROSENDALE, CPA 350.00 7. REGISTER OF WILLS, FILING FEE 30.00 8. STEVE BARRETT REAL ESTATE -APPRAISAL ON REAL ESTATE 325.00 9. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00 10. THE SENTINEL -ESTATE NOTICE 166.60 11. RECORDER OF DEEDS -FILING FEE 39.50 12. NOTARY FEES 25.00 TOTAL (Also enter on line 9, Recapitulation) $ 34,776.40 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, '" ~ s'~ ENT DECEDEN r" MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER ~HOTSBERGER DOROTHY C 21 08 0455 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CARLISLE REGIONAL MEDICAL CENTER -MEDICAL 1,055.39 2. (CARLISLE HMA -MEDICAL 3. CDR. ACRI, INTERNAL MEDICINE -MEDICAL 4. IVERIZON WIRELESS 60.00 12.59 141.46 TOTAL (Also enter online 10, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (o.nn~ EOMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1. CLYDE E. SHOTSBERGER Spousal 24,940.00 54 GREYSTONE ROAD 54 GREYSTONE ROAD CARLISLE, PA 17013 LIFE ESTATE 2. CLYDE E. SHOTSBERGER Spousal 145,510.5 54 GREYSTONE ROAD JOINT ACCOUNT CARLISLE, PA 17013 REMAINDER 3. DONNA M. RICE Lineal 97,931.42 352 BRIDGEPORT ROAD LANDISBURG, PA 4. WILLIAM C. MORROW ~ Lineal 8585 VALLEY DRIVE MIDDLETOWN MD ~~~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) REV-i 514 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN ck Box 4 on Rev-1500 Cover SI FILE NUMBER SHOTSBERGER DOROTHY C 21 08 0455 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. ^X Will ^ Intervivos Deed of Trust ^ Other NAME(S) OF L{FE TENANT(S) DATE OF BIRTH NEAREST AGE AT ' TERM OF YEARS DATE OFpEATH LIFE. ESTATE IS' PAYABLE CLYDE E. SHOTSBERGER 12/10/1924 83 Life or ^Term of Years ^Life or ^Term of Years ^Life or ^Term of Years ^Life or ^Term of Years 1. Value of fund from which life estate is payable ............................................... $ 1 LS,000.UU 2. Actuarial factor per appropriate table ...................................................... .19952 Interest table rate - ^ 3 1/2% ^ 6% ^ 10% 0 Variable Rate 3.4 3. Value of life estate (Line 1 multiplied by Line 2) .......................................... $ 24,940.00 NAME(S) OF ANNUITANT(S) DATE OF BIRTH • NEAREST AGE AT TERM pF YEARS PATE OF DEATH ANNUITY !S PAYABLE ^Life or ^Term of Years ^Life or ^Term of Years ^Life or ^Term of Years ^Life or ^Term of Years 1. Value of fund from which annuity is payable ................................................ $ 2. Check appropriate block below and enter corresponding (number) ................................ . Frequency of payout - ^ Weekly (52) ^ Bi-weekly (26) ^ Month{y (12) ^ Quarterly (4) ^Serni-annually (2) ^ Annually (1) ^ Other ( ) 3. Amount of payout per period ........................................................... $ 4. Aggregate annual payment, Line 2 multiplied by Line 3 ........................................ . 5. Annuity Factor (see instructions) Interest table rate - ^ 3 1/2% ^ 6% ^ 10% ^ Variable Rate °1° 6. Adjustment Factor (see instructions) ................................................... . 7. Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is :Line 4 x Line 5 x Line 6 ........................... . If using variable rate and period payout is at beginning of period, calculation is (Line 4 x Line 5 x Line 6) +Line.3 .................................................. . $ $ NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16 and 17. (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT I, DOROTHY C. SHOTSBERGER, of North Middleton Township, Cumberland County, Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ONE. I direct my Executor or Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor or Executrix of my estate. TWO. My Executor or Executrix may, at his or her discretion, compromise claims, borrow money, retain property for such length of time as he or she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he or she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds andlor bills of sale therefor, in fee simple, as I could do if living. My Executor or Executrix is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor or Executrix. /~ Initial~~ . C' ~;~ THREE. I give, devise and bequeath all of my estate of whatever nature and wherever situate as follows: A. I give and devise my real estate and all improvements located at 54 Greystone Road, Carlisle, Cumberland County, Pennsylvania in equal shares to my children, WILLIAM C. MORROW and DONNA M. RICE, per stirpes, which provides that the child or children of any deceased beneficiary shall take the share their parent would have taken if living, free of any mortgages liens, real estate taxes or other rzionetary assessments, which encumbrances shall be discharged from my residuary estate by my Executor or Executrix, as the case my be; and B. I give and bequeath all of the rest, residue and remainder of my estate to my spouse, CLYDE E. SHOTSBERGER. If he fails to survive me by at least sixty (60) days, then I give and bequeath all of the rest, residue and remainder of my estate in equal shares to my children and my spouse's children, WII.LIAM C. MORROW, DONNA M. RICE, DOROTHY TURNER, and KATHLEEN LYNCH, per capita. FOUR. If, under any of the provisions of this Will, any principal becomes vested in a minor, my Executor or Executrix, as the case may be, including any administrator c.t.a., shall have the discretion either to pay over such principal or any part thereof to any parent of such minor, any guardian of the person or estate of such minor, or any person with whom such minor resides, or to retain the same as trustee of a power in trust for the benefit of such minor during his or her minority. Any of the principal thus retained, and any of the income therefrom, including the whole thereof, may be paid to or applied for the benefit of such minor from time to time in the discretion of the trustee of such power. When such minor reaches majority, the funds so held shall be paid over to such person, or, if he or she shall sooner pass away, to his or her legal Initial 2 representatives. In so holding any principal or income for any minor, the trustee of such power shall have all the rights, powers, duties and discretions conferred or imposed upon my fiduciaries acting under this Will. I further direct that no bond shall be required from any person receiving a payment hereunder and receipt from such person shall be a full discharge to the trustee of such power who shall not be bound to see to the application or use of such payment. The trustee of such power shall be entitled to commissions at the rates and in the manner payable to a testamentary trustee. FIVE. I nominate and appoint my daughter, DONNA M. RICE, to be the Executrix of this my Last Will and Testament. In the event she has predeceased me, failed to qualify or is not able or does not serve for whatever reason, 1 then appoint my son, WILLIAM C. MORROW, to be the Substitute Executor of this my Last Will and Testament. In the event he has predeceased me, failed to qualify, or is not or does not serve for whatever reason, I then appoint my grandson, ERIC V . MORROW, to be the Substitute Executor of this my Last Will and Testament, whereby the said substitute personal representatives shall have the same powers as are given to the original Executrix hereunder. SIX. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty (60) days. SEVEN. No Executrix or Executor acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. EIGHT. No beneficiary may assign, anticipate or pledge his or her interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. r' Initial .' . (` Y'' 3 NINE. If any person or institution entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament, such person or institution shall forfeit his, her or its entire interest inherited hereunder and all provisions in favor of such person or institution shall be declared void and of no effect. The share of such person or institution so forfeited shall be distributed as part of the residue pursuant to Paragraph Three hereof except that if such person or institution is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary distxibutees. [THE REMAINDER OF THIS PAGE HAS BEEN INTENTIONALLY LEFT BLANK] Initial ~ ~ ~~ ~'°~ 4 IN WITNESS WHEREOF, I have hereunto set my hand and seal this a~day of , 2006. r i i /+~<< ~,- if ,,7~C~.7~ <:_~...,l (SEAL) DORO HY C. SHOTSBE GER Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ..~ r ~, / - ( 7 % C' r--F ~yL' L t~'~- . ,. ~~. ' - ~ . /, 5 ACKNOWLEDGMENT AND AFFIDAVIT WE, DOROTHY C. SHOTSBERGER, TRACI D. SMITH and CHERYL L. CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. h ""~,~ K~~..c <-r... J~D(3ROTHY C. OTSBE GER ~) • ~`1./ ~~ ~ TRACI D. MITH .-f C)EI~RYL L. CLELAND COMMONWEALTH OF PENNSYLVANIA . SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by DOROTHY C. SHOTSBERGER, the testatrix herein, and subscribed and sworn to before me by TRACI D. SMITH and CHERYL L. CLELAND, witnesses, this- 2 :}'"' day of ' ~~. !_ , 2006. < <,~ ~ ~ f ~ --- ~_.,_ ...~. ~ ~ _:. ~ ~ '~ ~-'' ~~~~`~'~ ~ Notary Public ~~ i ~ ~ qty ~~t~~,:: LIFE ESTATE AGREEMENT BETWEEN DOROTHY C. SHOTSBERGER, an adult individual residing at 54 Greystone Road, Carlisle, Cumberland County, Pennsylvania, hereinafter called GRANTOR; AND CLYDE E. 5HOTSBERGER, an adult individual of 54 Greystone Road, Carlisle, Cumberland County, Pennsylvania, hereinafter called GRANTEE. NOW THIS AGREEMENT WITNESSETH THAT: WHEREAS, the GRANTOR is currently the owner of certain property known as 54 Greystone Road, Carlisle, Cumberland County, Pennsylvania, as more fully described in that Deed dated September 9, 1969, granted and conveyed to GRANTEE and recorded in Deed Book J23, Page 466; and WHEREAS, the GRANTOR desires to grant to the GRANTEE a life estate in the subject property in accordance with the following terms and conditions. NOW THEREFORE IT IS AGREED AS FOLLOWS: I. That for and in consideration of the sum of One and no/100 ($1.00) paid by GRANTEE to the GRANTOR, receipt of which is hereby acknowledged, the GRANTOR does hereby grant and convey unto the GRANTEE a life estate for and during the term of his natural life or for so long as the GRANTEE desires to reside in the premises as his primary personal residence, whichever shall first occur. 2. GRANTEE shall be responsible for the payment of all existing monthly mortgage payments, annual real estate taxes, and homeowners insurance premiums in lieu of paying any rental for the use of the property. Further, any and all repairs, maintenance and utilities to the property shall. be paid as agreed between the parties hereto. 3. This agreement shall run with the land and being binding upon the parties' heirs, executors, administrators, successors and assigns- 4. The parties agree that this life estate agreement may be recorded only if GRANTEE desires to record the same at his sole cost and expense. 5. The parties agree to be legally bound hereby. The provisions of this Agreement shall be construed and enforced under the laws of the Commonwealth of Pennsylvania. The invalidity or illegality of any provision of this Agreement shall not affect the remaining provisions hereof. IN WITNESS/~/~W,HEREOF, the parties hereto have hereunto set their hands and seals this ~~day of ----~~~7 , 200b. WITNESS: ~'~=-~,:~ ~', y:; ~-~'~,~~'`' (SEAL) DOROT C. SHOTSBERGER ~ y ,~-C ~i (SEAL) CIS DE E. SHOTSBERGE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CL'111BERL~IND SS: On this, the ~ ~` day of i -~ ~ ' '-~ , 2006, before me the undersigned officer, personally appeared DOROTHY C. 5HOTSBERGER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. 'i ~.~ ~ ~ °, ~~~ _/~ i~~r (SEAL) Notary Public i ~,'v .a ~ :'~.b~tc :~ ~ ~ rd C~xm, ~, , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . SS: On this, the ~~~ day of ~~' ~. ~ L~~ , 2006, before me the undersigned officer, personally appeared CLYDE E. SHOTSBERGER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. ICY WITNESS WHEREOF, I hereunto set my hand and seal. _ / -• 1 ~,- ;'f 1 ,; ; ~ i f -,-,~ -- i -(SEAL) .Notary Public .:,,; t'Villt;' - i 3 ' g, W, BARRETT REAL ESTATE AND APPRAISAL SERVICES File No. 08-0152 APPRAISAL OF LOCATED AT: 54 Greystone Road Carlisle, PA 17013 FOR: Irwin & McKnight 60 West Pomfret Street Carlisle, PA 17013 AS oF: April 15, 2008 BY: Stan A. Skowronek Certified Residentia{ Appraiser S. W. BARRETT REAL ESTATE ANb APPRAISAL SERVICES File No. 08-0152 04124/2008 Irwin 8 McKnight 60 West Pomfret Street Carlisle, PA 17013 File Number: 08-0152 In accordance with your request, I have appraised the real property at: 54 Greystone Road Carlisle, PA 17013 The purpose of this appraisal is to develop an opinion of the defined value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the defined value of the property as of April 15, 2008 is: $125,000 One Hundred Twenty-Five Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value, descriptive photographs, assignment conditions and appropriate certifications. Respectfully submitted r--;~ 11 Stan A. Skowronek Certified Residential Appraiser Summary Residential Appraise{ Report File No. 08-0152 The purpose of this appraisal report is to provide the client with a aedible opinion of the defined value of the subject property, given the intended use of the appraisal. Client Name/Intended User Irwin 8~ MCKni ht E-mail NtA ~ Client Address 60 West Pomfret Street C; Carlisle state PA zi 17013 Additional Intended users The Intended User of this a sisal re ort is the Client. No additional intended Users are permitted without ' the ermission of the a raisers . jntended use The Intended Use is to evaluate the roe that is the subject of this appraisal to provide the Client with an accurate and ade uatel su orted o inion of value. Pro er Address 54 Gre stone Road ci Carlisle state PA zi 17013 Owner of Public Record Shotsber er Doroth C. _ county Cumberland Le al Desai lion Deed Book 274 Pa a 2666 : Assessor's Parcel # 29-21-0316-033 Tax Year 07!08 R.E. Taxes $ 1 566.00 Nei hborhood Name North Middleton Townshl Map Reference 21-0316 Gensus Tract 0119.02 Pro er Ri hts A raised X Fee Sim le Leasehold Other desaibe M research X did did not reveal an rior sates or transfers of the sub ect ro er for the three years prior to the effective date of this appraisal. Prior Sale/Transfer: Date 05l15/200fi Price 1 Sourc s Courthouse Analysis of prior sale or transfer history of the subject property (and comparable sales, if applicable) Last transfer was on May 15 2006 for 51.00. Offerings, options and contracts as of the effective date of the appraisal N/A Nafyhbo-hood Characteristlu Or-a-UMt Houslny Srends OnaUnit Houalrg Present Land Use % Location Urban X Suburban Rural Pro er Values X Inaeasin Stable Declinin PRICE AGE One-Unit 75 Built-U X Over 75% 25-75% Under 25% DemandlSu I Shorta e X In Balance Over Su I $ 000 rs 2-4 Unit 0 °k Growth Ra id X Stable Slow Marketin Time Under 3 mths X 3-6 mths Over 6 mths 120 Low N@W Multi-Famil 0 Ne;gnbornood Boundaries The subject is bounded on the north by Crain Dr on the east b 160 Ni h 60 Commercial 15 °r° Arrn Herita a Dr on the south b Trindle Rd and on the west b Hanover St. 135 Red. 50 otner Milit 10 i° Neighborhood Description The subject is located in a well established residential developement amongst homes of similar age and uali homes. It is within close roximi to ammenities such as schools, shopping and employment. Market Conditions (including support for the above conclusions) Property sales records and MLS statistics show a steady, moderate increase in roe values over the ast ear. Avera a marketin time of 90-180 days shows a good balance of supply and demand. Few sales and financing concessions are needed in the neighborhood. Dimensions See le al descri tion Area .17 Acre m/l she a Rectan ular view Residential ecific Zonin Classification SR Zonin Desai lion Suburban Residential _ Zonin Com Hance X Le al Le a! Nonconformin Grandfathered Use No Zoning Illegal (desaibe) Is the highest and best use of the subject property as improved (or as proposed per plans and specifications) the present use? X Yes No If No, desaibe. Utilities Public Other (describe) Public Other describe) Off-site lm rovements-Tye Public Private Electrici X 100 am Water X Sheet Macadam X Gas Sanitar Sewer X _ Alle None X Site Comments There are no apparent adverse easements, encroachments or other adverse condition GENERAL DESCRIPTION FOUNDATION EXTERIOR DESCRIPTION materials INTERIOR materials Units X One One with Accessor Unit Conaete Slab Crawl S ace Foundation Walls COnC Blk/Av Floors HWIC t/Vin/Av # of Stories 1 X Full Basement Partial Basement Exterior Walls BI"ICk/Vlft I/AV Walls PlasterlAv T e X Det. Att. S-Det.lEnd Unit Basement Area 1130 s . ft. Roof Surface COm OSh lelAv TrimlFinish Wood/Av X Existin Pro osed Under Const. Basement Finish 0 °k Gutters & Downs outs Aluminum/Av Bath Floor Car et/Av Desi n S Ie 1 Sto Outside Entr (Exit Sum Pum Window T e Wood Frame/Av Bath Wainscot PlstrlCTlAv Year Built 1956 Storm Sash/Insulated YeslAv Car Store a None Effective A e Yrs 20-25 Saeens YeslAv X Drivewa # of Cars 2 Attic None Heatin X FWA HWBB Radiant Amenities WoodStove s # Drivewa surface Macadam X Dro Stair Stairs Other fuel Oil _ X Fire lac s # 1 Fence Gara e # of Cars Floor Scuttle Coolin Central Air Conditionin X PatiolDeck X Porch Car ort # of Cars Finished Heated Individual Other Pool Other Att. Det. Built-in A liances Refri erator X Ran a/Oven X Dishwasher Dis sal Microwave Washer/Dr er Other desaibe Finished area above rade contains: 5 Rooms 3 Bedrooms 1 Bath(s) 1,130 Square Feet of Gross Livin Area Above Grade Additional Features Front covered patio. Rear enclosed porch. Comments on the Improvements Improvements are in average condition with no physical or functional inadequacies noted ,_. -- - _ _, ~_ ____. _....... - ..............~., .,,.e iu,n ~yryr~gm v tw°~[W° w1.1 urvisKKl a I50 CIa,mS Services. Inc.. All Rights Reserved Page 1 of 2 (GPAR"') General Propose Appraisal Report f y2005 GPAR 1(q4 05041720p5 r,R ~ .. - Summary Residential Appraisal Report File No. 08-0152 FEATURE SUBJECT COMPARABLE SALE N0. 1 COMPARABLE SALE N0.2 COMPARABLE SALE N0.3 54 Gre~istone Road Address Carlisle 461 D Street Carlisle 9 Gobin Drive Carlisle 2076 Reservoir Drive Carlisle Proximi to Sub'ect L8 MI WNW 1.1 MI NW 2.8 MI NNW Sale Price $ $ 130 000 ,: $ 132 900 $ 132 500 Sale RicelGross LN. Area $ 0.00 s . ft. $ 133.74 s . ft. `' $ 120.38 s . ft. S 129.27 s . ft. Data Sources Ins ction MLS MLS MLS verification Sours s Courthouse Courthouse Courthouse Courthouse VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION +(-) S Adjustment DESCRIPTION +(-) S Adjustment DESCRIPTION +(-) S Adjustment Sale or Financing concessions $3,900 CL Csts Conv $191 C1, Csts FHA None,Conv Date of Sa1elTime N/A 12/14/2007 04!04/2008 02126!2008 Location Suburban Suburban Suburban Suburban LeaseholdfFee Sim le Fee Sim le Fee Sim le Fee Sim to Fee Sim le Site .17 AC/Av .22 Ac1Av .24 Ac/Av ,31 AC/Av view Residential Residential _ Residential Residential Desi n s to 1 Sio 1 5to 1 St0 1 St0 ' Quali of Construction Avera a Avera a Avera a Avera e ' Actual a 52 Years 54 Years 47 Years 30 Years Condition Avera a Avera e _ Avera a Avera e Above Grade Total Bdrms Baths Total Bdrms Baths Total Bdrms. Balls Total Bdrms Baths Room Count 5 3 1 6 3 1 6 3 2 -4 000 5 3 1 Gross Livin Prea20.00 1 130 s . ft. 972 s . ft. 3 160 1 104 s . ff. 0 1 025 s . ft. 2 100 Basement & Finished Rooms Below Grade Full Bsmt Unfinished Ful{ Bsmt FamRm/Bedrm -2 000 Full Bsmt Unfinished Full Bsmt Unfinished Functional Utili Avera a Avera a Avera a Avera e Heatin IGoolin FHA/None FHA/CA -4 000 FHA/CA -4 000 HWBB/CA -4,000 Ener Efficient Items T ical T ical T ical T ical Gara a/Car t None Car ort -1,500 Car ort -1 500 Z Car Gara a -10 000 PorchlPatiolDeck CovPto/EnclPor Porches/Deck Deck 2 500 Porches 1 Fire lace 1 Fire lace None 3 000 None 3 000 Net Ad'ustment Total X - $ 4 340 + X - $ 4 000 + X - $ 8 900 Adjusted Sale Price of Com ambles Net Adj. -3.3% Gross Ad'. 8.2°l° $ 125 660 Net Adj. -3.0°k Gross Ad'. 11:3% $ 128 900 Net Adj. -1i,7% Gross Ad'. 14.4% $ 123 600 Summa of Sales Com arison roach O inion of value ran a is $124 000 to $129,000. Lack of suitable comparables within the sub-ects immediate vicini re wired an ex anded search area. These are the best sales comparables known to be available COST APPROACH TO VALUE Site Value Comments A two ear review of land sales did not locate any sales within the subjects market, therefore the opinion of value for the site is based u on the 2004 tax assessment ad'usted for time). 2004 tax assessment - $18,000 ~ 1.088% _ $19 584 105°l0 = $20 563 102°l0 = $20 974 -SAY - $21 000. ESTIMATED REPRODUCTION OR REPLACEMENT COST NEW OPINION OF SITE VALUE ..................... ...... . ............ _ $ 21 000 Source of cost data Dwellin S . Ft. $ ........... _ $ 0 Quali ratio from cost service Effective date of cost data S . Ft. $ .......... _ $ 0 Comments on Cost A roach ross livin area calculations, de reciation, etc. Cost A roach deemed a oor indicator of value due to a e Gara elCar ort 0 S . Ft. $ .......... _ $ 0 ~ of the improvements. Estimated Remainin Economic Life - Total Estimate of Cost-New ... , . _ $ 0 ~ 35-40 years Less Ph sisal Functional External De eciation = $ 0 De reciated Cost of Im ovements ........ . .... ...... . ............ _ $ 0 "As-is" Value of Site Im rovements ..... . . . ..... ................... _ $ INDICATED VALUE BY COST APPROACH ...... ................ _ $ N/A INCOME APPROACH TO VALUE Estimated Monthly Market Rent $ N/A X Gross Rent Muttiptier NIA =_$ NIA Indicated Value by Income Approach Summary of Income Approach (including support for market rent and GRM) N/A Indicated Value by: Sales Comparison Approach f 125,000 Cost Approach (if develo d) S N/A Income oach iE develo ed) E N/A Market Analysis consistently supports my estimated market value. Cost Approach and GRM analysis were found _ inappropriate for this analysis. Greatest weight is applied to the Market Data Analysis. Supporting file information _ substantiates these estimates. This appraisal is made U "as is," (___-j subject to completion per plans and specifications on the basis of a hypothetical condition that the improvements have been completed, subject to the following repairs or alterations on the basis of a hypothetical condition that the repairs or alterations have been completed ^ subject to the following: Based on the scope of work, assumptions, limiting conditions and appraiser's certification, my (our) opinion of the defined value of the real property that is the subject of this report is S 125,000 as of 0411 5/2 0 0 8 ,which is the effective date of this appraisal. ~ Pr°durea using ACI soRwara, EW013d 8117 vww.aciweb com Thls lam CopNighl ° 1005-1006 AG Dnisron of ISO CIdmIS Serwces, lu All Rghv Ress veC ~par'M Page 2 012 (GPAR"')General Purpose Appraisal Repat 12IZ005 caAaiaw_os oal~zoo6 I , ' S.W. Barrett Rea{ Estate 8r Appraisal Services File No. 08-0152 Scope of Work, Assumptions and Limiting Conditions ScopeVf work is defined in the Uniform Standards of Professional Appraisal Practice as "the type and extent of research and analyses in an assignment." In short, scope of work is simply what the appraiser did and did not do during the course of the assignment. It includes, but is not limited to: the extent to which the property is identified and inspected, the type and extent of data researched, the type and extent of analyses applied to arrive at opinions or conclusions. The scope of this appraisal and ensuing discussion in this report are specific to the needs of the client, other identified intended users and to the intended uae of the report. Thia report waa prepared for the sole and exclusive use of the client and other identified intended uaera for the identified intended use and its use by any other parties is prohibited. The appraiser is not responsible for unauthorized use of the report. The appraiser's certification appearing in this appraisal report is subject to the following conditions and to such other specific conditions as are set foRh by the appraiser in the report. All extraordinary assumptions and hypothetical conditions are stated in the report and might have affected the assignment results. 1. The appraiser assumes no responsibility for matters of a legal nature affecting the property appraised or title thereto, nor does the appraiser render any opinion as to the title, which is assumed to be good and marketable. The property is appraised as though under responsible ownership. 2. Any sketch in this report may show approximate dimensions and is included only to assist the reader in visualizing the property. The appraiser has made no survey of the property. 3. The appraiser is not required to give testimony or appear in court because of having made the appraisal with reference to the property in question, unless arrangements have been previously made thereto. 4. Neither all, nor any part of the content of this report, copy or other media thereof (including conclusions as fo the property value, the identity of the appraiser, professional designations, or the firm with which the appraiser is connected), shall be used for any purposes by anyone but the Gient and other intended users as identified in this report, nor shall it be conveyed by anyone to the public through advertising, public relations, news, sates, or other media, without the written consent of the appraiser. 5. The appraiser will not disclose the contents of this appraisal report unless required by applicable law or as spedfied in the Uniform Standards of professional Appraisal Practice. 6. Information, estimates, and opinions furnished to the appraiser, and wntained in the report, were obtained from sources considered reliable and believed to be true and correct. however, no responsibility for accuracy of such items furnished to the appraiser is assumed by the appraiser. 7. The appraiser assumes that there are no hidden or unappazent conditions of the property, subsoil, or structures, which would render it more or less valuable. The appraiser assumes no responsibility for such conditions, or for engineering or testing, which might be required to discover such factors. This appraisal is not an environmenta! assessment of the property and should not be wnsidered as such. 8. The appraiser speaalizes in the valuation of real property and is not a home inspector, building contractor, structural engineer, or similar expert, unless otherwise noted. The appraiser did not conduct the intensive type of field observations of the kind intended to seek and discover property defects. The viewing of the property and any improvements is for purposes of developing an opinion of the defined value of the property, given the intended use of this assignment. Statements regarding condition are based on surface observations only. The appraiser claims no speaal expertise regarding issues including, but not limited to: foundation settlement, basement moisture problems, wood destroying (or other) insects, pest infestation, radon gas, lead based paint, mold or environmental issues. Unless otherwise indicated, mechanical systems were not activated or tested. This appraisal report should not be used to disclose the condition of the property as it relates to the presencelabsence of defects. The client is invited and encouraged to employ qualified experts to inspect and address aeeas of concern. if negative conditions are discovered, the opinion of value may be affected. Unless otherwise noted, the appraiser assumes the components that constitute the subject property improvement(s) are fundamentally sound and in working order. Any viewing of the property by the appraiser was limited to readily observable areas. Unless otherwise noted, attics and crawl space areas were not accessed. The appraiser did not move furniture, floor coverings or other items that may restrict the viewing of the property. 9. Appraisals involving hypothetical conditions related to completion of new construction, repairs or alteration are based on the assumption that such completion, alteration or repairs will be competently performed. 10. Unless the intended use of this appraisal specificalry includes issues of property insurance coverage, this appraisal should not be used for such purposes. Reproduction or Replacement cost figures used in the cost approach are for valuation purposes only, given the intended use of the assignment. The Definition of Value used in this assignment is unlikely to be consistent with the definition of Insurable Value for property insurance coverageluse. 11. The ACI General Purpose Appraisal Report (GPARTM) is not intended for use in transactions that require a Fannie Mae 1004lFreddie Mac 70 form, also known as the Uniform Residential Appraisal Report (URAR). Additional Comments Related To Scope Of Work, Assumptions and Limiting Conditions None ICI^~Ir w.e~..dw.e.com rw amcopyrgnezooa~2aae ~ci oi~wm arlsocwm. s.Nc... mc. awpw n.wv.a. (GPAR"') Gwlral PupoM Aaraisd ReoaA 1a/20ru J~genersl purpoaeappraiseVrepart c~AFiLIM 0.T W 1120D8 File No. OS-0152 Appraiser's Certification The appraiser(s) certifies that, to the best of the appraiser's knowledge and belief: 1. The statements of fact contained in this report are hue and correct. 2. The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are the personal, impartial, and unbiased professional analyses, opinions, and conclusions. 3. Unless otherwise stated, the appraiser has no present or prospective interest in the property that is the subject of this report and has no personal interest with respect to the parties involved. 4. The appraiser has no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. 5. The appraiser's engagement in this assignment was not contingent upon developing or reporting predetermined results. 6. The appraiser's 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. 7. The appraiser's analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. 8. Unless otherwise noted, the appraiser has made a persona{ inspection of the property that is the subject of this report. 9. Unless noted below, no one provided significant real property appraisal assistance to the appraiser signing-this certification. Significant real property appraisal assistance provided by: Additional Certifications: None Definition of Value: XD Market Value Other Value: Source of Definition: USPAP The most probable price in terms of money which a property should bring in competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. ADDRESS OF THE PROPERTY APPRAISED: 54 Greystone Road Carlisle, PA 17013 _ EFFECTIVE DATE OF THE APPRAISAL: April 15, 2008 APPRAISED VALUE OF THE SUB.IECT PROPERTY $ 125,000 APPRAISER Signature: ~ C~ , ~~~Cv ~'uJ~` Name: Stan A. Skowronek State Certification # RL001572L _ or License # or Other (describe): State #: State: PA Expiration Date of Certification or License: June 30, 2009 Date of Signature and Report: 04/25/2008 Date of Property Viewing: 04115!2008 _ Degree of property viewing: XD Interior and Exterior ~ Exterior Only ^ Did not personally view YvN1~'1N"" SUPERVISORY APPRAISER ~r--__~ Signature: t Name: Steven W. Barrett, SRPA SRA, ASA State Certification # GA000298L or License # RB026921A State: PA Expiration Date of Certification or License: June 30, 2009 Date of Signature: 04I25I2008 Date of Property Viewing: Degree of property viewing: Interior and Exterior ^ Exterior Only O Did not personally view Produced using ACI soRwa•e, &IU.234.672T vT+n: aaweb.cdn This loan Capyrigh102006-2006 ACI ~rvisan of ISO Claims Serv,cas, Inc.. All Rights Reserved. .~F./IL71 lurnn ~-~ general rurpose Appraisal tteport 1!12005 GPARLIM_0504172006 S.W. Barrett Real Estate 8r Appraisal Services FLOORPLAN Client: Irwin 8~ McKnight File No.:_ 08-0152 Prope~tY Address' 54 Greystone Road Case No.: _ _ _ Cit :Carlisle State: PA ZI :17013 Sketch by Apex IV WindowsT"" "AREA CALCULATIONS SUMMARY Code - Descdptlon Slze Totals '€ GLA1 First Floor 1130.00 1130.00 ti P(P Patio 88.00 ' 3 Enclosed Porch 112.00 200.00 ` '~ TOTAL LIVABLE (rounded) 1130 LIVING'AREA BREAKDOWN Breakdown - Subtotals First Floor 2.0 x 19.0 38.00 26.0 x 02.0 1092.00 2 Areas Total (rounded) 1130 SUBJECT PROPERTY PHOTO ADDENDUM C_5ent: Irwin ~ McKnight File No.: 08-0152 Property Address: 54 Greystone Road Case No ' C!ty. Carlisle State' PA Zip: 17013 FRONT VIEW OF SUBJECT PROPERTY ~.~ `.. ~~ 1.~~_ _ _... ,r - .u_ i W:~ f. it ~~ ; _ _ '"~.>_, ~~ ~. ~ ~' ~ ~~ .~ ry ~ ;1, ~,;. .. ,+-I Appraised Date: April 15, 2008 Appraised Value: $125,000 REAR VIEW OF SUBJECT PROPERTY STREET SCENE COMPARABLE PROPERTY PHOTO ADDENDUM Irwin & McKn ~ Addr sse 54 G ",~ , File No,: 08-01 Road Case No.: State: PA __ 1701 COMPARABLE SALE #1 461 D Street Carlisle Sale Date: 12I14t2007 Sale Price: $ 130,000 COMPARABLE SALE #2 9 Gobin Drive Carlisle Sale Date: 04!04/2008 Sale Price: $ 132,900 COMPARABLE SALE #3 2076 Reservoir Drive Carlisle Sale Date: 02!26!2008 Sale Price: $ 132,500 • 08-0152 TION MAP File No.. ___---._--" LQCA 170 3 Case Na: Zi •. __ -- _------'_J __ _ _ I State: PA _ _ _ ---- otsber er Ooroth Road _- - _----- ~' Gre store -----__ - C ~L p c? .c~ v_ ~ ~ d ~'~ ~ Cl _ ro ~~; ~ C ~~ h m ~ ~- d .t ~ p~'sR o > pt ~ l~ ~ .c Clemson ' f ~ a r. e Cir Ca Sto ree Ct Creek Rd .....'.~.----'-"' r0~°aa9UrRe,~,eet, .a ~ Crai. ~~ ~~ `e ~ ~ ~ C Ca.Mr 1 5~ d w. `~ r aid Re ;,; ae ~ ~ ~ zv ~u bQ an l.n a Darr A e ~+ ~ ~ r a -v ~ t W Q ~ ~ Mo~ln t ~ r ¢ o 3i Peart ~° y Ch S~ r 1 a ~ ~/L~"cL W ~^. 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Q o N ~ tl' o (Y ~ o ~ v 0 0 00'OSL 0 0 0 OO OS 1 N ° 0 ~ V a r t D N ° '~„ Ol ~ 00'OSL ~ fsf Oy'Z4L _~ S 4 i v N t o O 44'LYL 00"f anv No.~iav~ T, t 00'Y9L 00'9E o U ~ ~ c o 6 ~ 00'49L c "' 00'OSL ~ o ~ Q O ~ O V "~ 00 OSL a h ° o ° (O ~~ o ~ Of u 00'OS o Q o° sY O ~ p O ~ ~ 00054 o° ° 0.17 Ac. o a ~ N t'1 N y QO'OSL N o 0.17 Ac. °° ° w°'+ 00'OS4 h 3At/ QOOMN3H 00'OSL 00'OS 0 0.17 Ac. $ N ~' ~ oorosL d' ********* QUALIFICATIONS ********* The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the inspection of the subject property, the comparables sales, and their neighborhoods and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUB.IECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. 1. The subject is located in a rural area and is less than 25% built-up. _x_2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. 3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for the area. 4. The predominant value in the neighborhood is less than that of the market value of the subject property. This is due to the very wide range of value of properties in the area and superior quality of the subject property. 5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and suggested. 8. Dampness is noted in the basement of the subject. Standing or running water was not present on basement floor. This condition is considered typical in dwellings of this style. 7. The subject property is serviced by private well and/or septic systems which is common for the area. x~8. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement. 9. Repair items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. _10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a health or safety hazard. _11. The subject property does contain functional obsolescence as noted in the report. This condition is considered typical and common for the area and this style dwelling. _12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is considered common and typical for the neighborhood. _13. The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered to be typical and common. _,14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar comparables on that individual rating. All comparables used are the best available. _15. Total adjustments exceed 25%. This is due to the lack of comparable sales that were more similar in the subject's market area. All comparables used are the best available. _16. One or more comparable sales are older than six(6) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sales in excess of six(6) months have to be used. All comparables used are the best available. _x_17. One or more comparables used were in excess of one (1) mile from the subject property. Although there are comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside of the immediate area. All comparables used are located in similar neighborhoods and within the same marketing area. All comparables used are the best available. ,18. The electrical system was not connected during inspection. _79. The water service was not connected during inspection. _20. The heating system was shut down during inspection. _Z1. Roofing Plumbing Electrical Heating certification(s) is/are suggested. _22. Inground swimming pool ,out buildings are included ,not included according to lender's guidelines. _23. According to fender's guidelines a maximum of acres were considered for this valuation. Remaining acreage was given no value. ********* QUALIFfCAT1ONS ********* _24. The subject property is located on a private road. +25. Wood infestation inspection is suggested. _x_26. Last recorded deed transfer: Date_05/15/2006_, Consideration: S 1.00 ~27. Proposed constructionlrenovation in accordance to plans and specifications to be completed in a workman-like manner. _28. Seller is paying part or all of closing costs. _x_29. All comparable sales are verified closed sales. x 30. There are no special conditions or other requirements that would affect market value or future marketability in the Appraisal Report. ********* QUALIFICATIONS ********* Confidentiality and Security Poiicy We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the confidentiality, integrity and security of clients' personal information. Internal policies have been developed to protect this confidentiality, while allowing client needs to be served. We restrict access to personal information to authorized individuals who need to know this information to comply with federal standards to protect your nonpublic personal information. We do not disclose this information about you or any former consumers or customers to anyone, except as permitted by law. The law permits us to share this information with our affiliates. The law also permits us to share this information with companies that perform marketing. When we share nonpublic information referred to above, the information is made available for limited purposes and under controlled circumstances. We require third parties to comply with our standards for security and confientiality. We do not permit use of consumer/customer information for any other purpose nor do we permit third parties to rent, sell, trade or otherwise release or disclose information to any other party. Education As of the date of this report, land/or Steven W. Barrett, SRPA, SRA, ASA have completed the requirements under the continuing education program of the Appraisal Institute. D E L T A ~..~~ :P~r..~ Douglas G. Miller, Esquire ~~~~~r~~ Irwin & McKnight ~AY ~ ~, ~~~,~ West Pomfret Professional Building 60 West Pomfret Street iR4VtN & McitNlGlif Carlisle, PA 17013-3222 LAWOFFiCES Dear Mr. Miler: The following information pertains to the Estate of Dorothy C. Shotsberger Date of Death: April 15, 2008, Social Security # 183-12-2897: Account # 39K-220349 Individual Account Dorothy Shotsberger, established 02/08/2007, date of death balance = $46,123.26 Account # 39K-220331 Joint Account Clyde Shotsberger & Dorothy Shotsberger, established 02/08/2007, date of death balance = 61,602.21- account has been changed to Primary account owner Clyde Shotsberger, Individual account on 05/23/2008 Please see attached documents for the interest and dividends accrued to date of death for the calendar year. Please let us know if we can be of any further assistance to you. Sincerely, G~~~ Julie Burgess Operations Associate Enclosed: Div & Int. Docs 579 MAW ST., BOLTON, MA 0 1 740-1 300 TEL. (800) 649-3683 FAX ~978~ 779-5356 MEMBER NA90 SlPC MSRB ~-~~~ ~ ~ i ~ cl ~'c~id, ua1 3q k - aao3~q A~cotJnd~ - ~~~I S hc~lSberzJer' Date Activity Type 4/10/08 CASH DIVI DVE 3/31/08 MONEY M, MOP 3/10/08 CASH DIVI DVE 2/29/08 MONEY M, MOP 2/25/08 BOND INT INZ 2/20/08 CASH DIVI DVE 2120/08 LONG TEF CGN 2/8/08 CASH D1VI DVE 2/4/08 BOND INT INZ 1!31/08 MONEY M.MOP 12/31/07 MONEY M. MOP 12/27/07 CASH DIVI DVE 12/27/07 LONG TEF CGN 12/17/07 BOND INT INZ 11/30/07 MONEY M, MOP 11/28/07 CASH DIVI DVE 10/31/07 MONEY M, MOP 9/28/07 MONEY M, MOP 8/31!07 MONEY M, MOP 8/28/07 CASH DIVI DVE 8/27/07 BOND INT INZ 8/21/07 CASH DIVI DVE 8/6/07 BOND INT INZ 7/31/07 MONEY M, MOP 6/29107 MONEY M, IVtOP 6/15/07 80ND INT INZ 5/31/07 MONEY M, MOP 5/29!07 CASH DIVI DVE 5/22/07 CASH DIVI DVE 4/30/07 MONEY M, MOP 3/30/07 MONEY M, MOP 2/28/07 MONEY M, MOP 2126/07 BOND INT INZ 2121107 CASH DIVI DVE Symbol/Cu Buy/Sell LBNDX 3.71E+08 LBNDX 3.71E+08 WRE.GC ABALX ABALX LBNDX 33762706: 3.71E+OS 3.71E+08 ABALX ABALX GMA.IGA 3.71E+OS TE 3.71E+08 3.71E+08 3.71E+08 TE WRE.GC ABALX 337627Q6: 3.71E+08 3.71E+08 GMA.IGA 3.71E+08 TE ABALX 3.71E+08 3.71E+08 3.71E+08 WRE.GC ABALX ~~~. ~ir~ Base Net A1ftt -50.92 -1.98 -50.63 -1.55 -181.25 -:31.66 -32.83 -50.35 -2 ;77.26 -5.74 -14.31 -30.75 -100.22 -937.5 -12.73 -•58.5 -13.56 -13.39 -12.78 -58.5 -181.25 -30.54 -272.74 -11.79 -9.99 -6$7.5 -8.96 -58.5 -28.1 -8.65 -8.91 -3.41 -181.25 -27.92 ~Oir~ ~ GNU n -~ z~a-o ~~ i G { d ~ ~ hc~ f'~ ~~`~ ~ ~ y mate ' ' Activity ' ~ f Type 4/15/08 BOND INTEREST RECEIVED INZ 4/10/08 CASH DIVIDEND RECEIVED DVE 4/1/08 CASH DIVIDEND RECEIVED DVE 411108 CASH DIVIDEND RECEIVED DVE 3/31/08 MONEY MARKET FUND !NCO MOP 3/17/08 BOND INTEREST RECEIVED INZ 3!10/08 CASH DIVIDEND RECEIVED DVE 3!3!08 CASH DIVIDEND RECEIVED DVE 3/3/08 CASH DIVIDEND RECEIVED DVE 2/29/08 MONEY MARKET FUND !NCO MOP 2/15/08 BOND INTEREST RECEIVED INZ 2/8/08 CASH DIVIDEND RECEIVED DVE 2/1108 CASH DIVIDEND RECEIVED DVE 2/1/08 CASH DIVIDEND RECEIVED DVE 2/1/08 CASH DIVIDEND RECEIVED DVE 1/31/08 MONEY MARKET FUND !NCO MOP 1/15!08 BOND INTEREST RECEIVED INZ 12/31/07 CASH DIVIDEND RECEIVED DVE 12/31/07 CASH DIVIDEND RECEIVED DVE 12/31/07 LONG TERM CAPITAL GAIN D CGN 12!31/07 MONEY MARKET FUND !NCO MOP 12/17/07 BOND INTEREST RECEIVED INZ 12/17/07 BOND INTEREST RECEIVED INZ 12!3/07 CASH DIVIDEND RECEIVED DVE 12/3/07 CASH DIVIDEND RECEIVED. DVE 11/30/07 MONEY MARKET FUND !NCO MOP 11/28/07 CASH DIVIDEND RECEIVED DVE 11/15/07 BOND INTEREST RECEIVED INZ 11/1/07 CASH DIVIDEND RECEIVED DVE 11/1/07 CASH DIVIDEND RECEIVED DVE 11/1!07 CASH DIVIDEND RECEIVED DVE 10/31/07 MONEY MARKET FUND !NCO MOP 10/15/07 BOND INTEREST RECEIVED INZ 10/1/07 BOND INTEREST RECEIVED INZ 9128/07 MONEY MARKET FUND !NCO MOP 9/17/07 BOND INTEREST RECEIVED INZ 8/31!07 MONEY MARKET FUND !NCO MOP 8/28/07 CASH DIVIDEND RECEIVED DVE 8!15/07 BOND INTEREST RECEIVED INZ 8/1/07 CASH DIVIDEND RECEIVED DVE 7/31/07 MONEY MARKET FUND lNGO MOP 7/16/07 BOND INTEREST RECEIVED INZ 6/29107 MONEY MARKET FUND !NCO MOP 6/15/07 BOND INTEREST RECEIVED INZ 6/15/07 BOND INTEREST RECEIVED INZ 5!31/07 MONEY MARKET FUND !NCO MOP 5/29/07 CASH DIVIDEND RECEIVED DVE 5/15/07 BOND INTEREST RECEIVED INZ 5/1/07 CASH DIVIDEND RECEIVED DVE 4/30/07 MONEY MARKET FUND 1NC0 MOP 4/16!07 BOND INTEREST RECEIVED INZ :acv ~ 1 ~ Symbol/Cu BuylSe ase et F GE.AFR -44.17 LBNDX -42.88 OPCHX -82.36 OIBAX -48.65 3.71 E+08 -1.73 GE.AFR -44.17 LBNDX -42.64 OPCHX -83.97 OI BAX -49.53 3.71 E+08 -1.64 GE.AFR -44.17 LBNDX -42.4 OPCHX -85.71 OI BAX -49.26 BMY -108.5 3.71 E+08 -5.58 I GE:AFR -44.17 OPCHX -77.99 OI BAX -463.28 OI BAX -56.59 3.71 E+08 -13.64 G MA.I GA -375 GE.AFR -44.17 OPCHX -81.39 OI BAX -50.73 3.71 E+08 -12.78 TE -48.75 GE.AFR -44.17 OPCHX -68.02 O I BAX -41.95 BMY -98 3.71 E+08 -20.27 GE.AFR -44.17 680061 FPf -846.9 3.71 E+08 -16.88 GE.AFR -44.17 3.71 E+08 -17 TE -48.75 GE.AFR -44.17 BMY -98 3.71 E+08 -16.38 GE.AFR -44.17 3.71 E+08 -15.07 GMA.IGA -275 GE.AFR -44.17 3.71 E+08 -14.7 TE -48.75 GE.AFR -44,17 BMY -98 3.71E+08 ~-13.71 GE.AFR --44.17 3(30/07 MONEY MARKET FUND INCO MOP 3.71 E+08 -11.11 3/29/07 BOND INTEREST RECEIVED INZ 680061FP£ -833.1 3/15/07 BOND INTEREST RECEIVED INZ GE.AFR -44.17 2/28/07 MONEY MARKET FUND INCO MOP 3.71E+08 -4.44 • M&TE~~nk 499 Mitchell Road, Millsboro. DE 19966 Mail Code DE-ME3-12 I.,aW ~ffiCeS Irwin & McKnight West Pomfret Professional Building 60 West Pomfret Street Carlisle, Pennsylvania 17013-3222 Re: Estate of Dorothy C Shotsberger Social Security: 183-12-2897 Date o Death: April l S, 2008 Phone (8881502-4344 Fax (302)934-295> April 24, 2008 ~' ~ , a ~.. ~a' Dear Sir or Madam: Per your inquiry dated Apri122, 2008, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account CheckingAccount Account Number 78158745 Ownership (Names o~ Clyde E Shotsberger Opening Date Balance on Date of Death Accrued Interest Total 2. Type ofAccount Account Number Ownership (Names ofl Opening Date Balance on Date of Death Accrued Interest Total Dorothy C Shotsberger 03/28/77 $39, 493.12 $ 0.00 $39 493.12 Savings Account OIS004200059605 Dorothy C Shotsberger 11/04/93 Closed D4/22/08 $37,165.45 $ 13.89 $37,179.34 i 3. Type ofAccount Cert fcate of Deposit Account Number 031003912277918 Ownership (Names of} William C Morrow Donna K Rice Dorothy C Shotsberger Opening Date 01/07/05 Balance on Date of Death $2, 686.26 Accrued Interest $ 85.84 Total $2, 772.10 4. Type afAccount Certificate of Deposit Account Number 031003913947552 Ownership (Names o~ Clyde E Shotsberger Dorothy C Shotsberger Opening Date 04114199 Balance on Date of Death $17,181.79 Accrued Interest $ 104.25 Total $17,286.04 5. Type ofAccount Certificate of Deposit Account Number 031003913947825 Ownership (Names of) Clyde E Shotsberger Dorothy C Shotsberger Dpening Date 07/03/00 Balance on Date of Death $6, 026.12 Accrued Interest $ 8.00 Total __ $6, 034.12 a r r 6. Type of Account Account Number Ownership ('Names ofJ Opening Date Balance on Date of Death 7. Type ofAccount Account Number Ownership (Names o~ Opening Date Balance on Date of Death Certificate of Deposit 031003912278164 William C Morrow Dorothy C Shotsberger 03/21I0~ Closed 03/2.5/08 $ 0.00 ** Closed prior to the date of death Checking Account 98282212 Clyde E Shotsberger Dorothy C Shotsberger 09/09/98 Closed 01/25/07 $ 0.00 * * Closed prior to the date of death Please be advised, there was no safe deposit box found for the above decedent. ** Please contact the Spring Garden Branch for all additional information on accounts closed prior to the date of death. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number andlor name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our Spring Garden Branch at 100 South Spring Garden Street, Carlisle, PA 17013, or # 717-240-4525. Sincerely, ~, ~~'Cc " ~~1,~, yam, ~~ Nancy Clagett Records Management ` Allstate Life Insurance Company P.O. Box 94212 Palatine, ILA=4212 Telephone: (877) 499-6418 Facsimile: (866) 635-4523 ~~ Aiistate.: You're in good Bands. April 28, 2008 Douglas G. Miller Irwin & McKnight Law Offices West Pomfret Professional Building 60 W. Pomfret Street Carlisle, PA 17013 Re: Dorothy C. Shotsberger Contract No: GA18513679 ~~~~ ~~ ~~~ ~~`~ ~~" ~ Dear Mr. Miller: We have been requested to complete IRS Form 712 with regard to the above referenced contract. The purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or its proceeds as of a certain date (usually the owner's date of death or date of transfer of the contract), This contract is an annuity contract, which is not reportable on IRS Form 712. The following information is provided for estate purposes only as of the date specified: Date of Death: Annuity Value as of Date of Death: Cost Basis: Named Beneficiary April 15, 2008 $ 32,994.15 $ 30,000.00 Donna M. Rice Morrow and William Morrow The actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender Charges. If you have any questions, please contact me at 1-877-499-6418 Ext. 86492. 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