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Home My WebLink About08-18-08 (2) REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumber{and ~ File Number 21 - 08 - 0128 Paulette C. Statler Personal Representative(s) of the Estate of Barric a ys deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate 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 memorandum at the end of this inventory. I verify that the statements made in this lnven- ~~~~~ s~ ~~fGL~-~fi7~ ~ ~~~ tory are true and correct. I understand that false state- ~ Paulette C. tatter ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unswom falsification to authorities. Attorney - (Name) Dale F Shughart, Jr. Esquire (Supreme Court l.D. No.) 19373 (Firm) (Address) 10 West High Street Carlisle, PA 17013 (Telephone) 717!241-4311 ' DATE OF DEATH LAST RESIDENCE 630 treason Road DECEDENTS SOC. SEC. NO. 1!23!2008 Carlisle, PA 17013 178-16-1432 FIGURES MUST BE TOTALED Personal Property 12 shares of Prudential Financial, Inc., common stock, 945.36 CUSfP #744320102 Sovereign Bank C.D. #1675207847 59,236.31 Principal 59,060.99 Accrued interest 175.32 Sovereign Bank C.D. #3385171651 ;-~ 67,5.93 Principal 66,791.30 G U ~. , Accrued interest 224.63 ~` =~,' ,. ,_ _ ._ ~ . G'> ~: ~ f ~~.- `:.~ G '. ~~ ~ -- -L ~~ 4 1 .~-' jy (Attach additional sheets if necessary) Total Personal Property and Real Estate $647,374.93 REGISTER OF WILLS OF INVENTORY (continued) CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21 - 08 - 0128 DATE OF DEATH LAST RESIDENCE 630 treason Road DECEDENTS SOC. SEC. NO. 1/23/2008 Carlisle, PA 17013 178-16-1432 M Bs T Bank C.D. #031003913903421 23,599.30 Principal 23,513.98 Accrued interest 85.32 The Sentinel, refund 122.52 Highmark, premium refund 506.03 Cash on hand 150.98 Old coins valued based on actual sale price to coin dealer. 447.50 Old coins, value based upon appraisal by Paul M. Bouder, attached. 159.00 Household goods, furniture and furnishings, distributed in kind, value based 3,855.00 upon attached appraisal of Alyssa L. Loney. Household goods, furniture and furnishings valued in accordance with actual 4,172.00 auction sale prices. 1998 GMC stationwagon, valued in accordance with actual sale price. 5,000.00 Recyclable metal products stored on premises, valued in accordance with 1,466.55 actual sale price to recycling center (293.05 + 72.60 + 713.10 + 312.80) +75.00 Citizens Bank, checking account #6100730654 18,269.40 Principal 18,241.75 Accrued interest 27.65 Citizens Bank C.D. #6140709857 88,071.27 Principal 87,693.74 Accrued interest 377.53 2 REGISTER OF WILLS OF INVENTORY (continued) CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland ) SS File Number 21 - 08 - 012$ DATE OF DEATH LAST RESIDENCE 630 treason Road DECEDENTS SOC. SEC. NO. 1/23/2008 Carlisle, PA 17013 178-16-1432 Citizens Bank C.D. #6247704750 35,126.54 Principal 35,126.54 Accrued interest 0 Orrstown Bank checking account #405795 Principal 42,855.00 Accrued interest 1.89 Orrstown Bank C .D. #40000013420 Principal 84,157.84 Accrued interest 225.61 Orrstown Bank C .D. #4000014912 Principal 26,799.00 Accrued interest 64.87 Orrstown Bank C .D. #4000016160 Principal 49,448.96 Accrued interest 800.05 US Treasury, income tax refund Ohio Casualty Co., refund on auto insurance Kemper, refund, howeowner's insurance Prudential Financial, death benefit 42,856.89 84,383.45 26,863.87 50,249.01 600.00 479.00 382.00 2,417.02 Total Personal Property 516,374.93 3 INVENTORY (continued} REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA File Number 21 - 08 - 0128 GATE OF DEATH ~ LAST RESIDENCE 63O GreaSOn Road DECEDENTS SOC. SEC. NO. 1/23/2008 Carlisle, PA 17013 178-16-1432 Real Estate Lot and dwelling house @ 630 treason Road, West Pennsboro Township, Cumberland County, Carlisle, Pennsylvania 17015. Tax Parcel #46-08-0583-020. Value based upon attached appraisal of Susan B. Burkholder, Diversified Appraisal Services. Total Real Estate 4 131,000.00 131,000.00 ' Y ~ ~ REV-1500 15056041147 i FCC (06-05) OFFICIAL USE ONLY PA Department of Revenue ounty ear , e m er Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 RESIDENT DECEDENT 2 1 0 8 0 12 8 Harrisburg, PA 1712&0601 Social Security Number Date of Death Date of Birth 178161432 01232008 04111921 Decedent's Last Name Suffix Decedent's First Name MI BARRICR GLADY3 C (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Retum Required (date of death after 12-12-82) ® 6 Decedent Died Testate ^ ], Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A) ^ between 12-31.91 and 1-1-95) (Attach SCh. O) ame Daytime Telephone Number DALE F SHIIGHART, JR. $SQIIIRS 7172414311 Firm Name (If Applicable) First line of address 10 BST HIGH STRL$T Second line of address City or Post Office State ZIP Code CARLISL$ PA 17013 REGISTER OF WILLS USE ONLY __'~ ~:_ 7~ - r- .. 3 :, ._ - -- cu ~ ::-? r_ -~, :` ;D1kT~ ~ILEI?: .i ~ -t _ ., ~,~ cA; Correspondent's e-mail address: Urder penaltles of perjury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it Is trl,te, correct and complete. Declaration of preparer other than the personal representative Is based on all lnfonnation of which preparer has any knowledge. ~,~~~~ ~ ~~~2,~~ Paulette C. Statler ~'' - /~~- d g' ADDRESS 1465 Webster Drive, Carlisle, PA 17015 SIGNATURE OF P P TH - REPrtES ATIVE DATE . r/ Dale F Shughart, Jr. Esquire ~ (~) ADDRESS 10 West High Street, is , PA 17013 Side 1 15056041147 15056041147 J .J ' 15056042148 REV-1500 EX Decedent's Social Security Number Decedent's Name: B A R R I C K, G L A D Y S C. 17 g 1614 3 2 RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 1 3 1, 0 0 0. 0 0 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 9 4 5. 3 6 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 5 1 3 , 0 1 2 . 5 5 6. Jointly Owned Property (Schedule F) p Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) p Separate Billing Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) ....................................................................... g, 6 4 4, 9 5 7 9 1 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 4 1 , 2 6 8 . 2 3 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 1 , 5 6 4 6 9 11. Total Deductions (total Lines 9& 10) ...................................................................... 11, 4 2, 8 3 2 9 2 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 6 O 2 , 1 2 4 . 9 9 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 6 0 2 , 1 2 4 . 9 9 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 6 0 2, 12 4. 9 9 16. 2 7, 0 9 5. 6 2 17. Amount of Line '~ taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ..................................................................................................................... 19. 27, 095.62 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15056042148 15056042148 J REV-1500 EX Page 3 File Number 21 - 08 - 0128 ,Decedent's Complete Address: Garrick, Gladys C. 630 treason Road A Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 27,095.62 2. Credits/Payments _ A. Spousal Poverty Credit B. Prior Payments ~ C. Discount 1,200.00 3. Total Credits (A + B + C) lnteresUPenalty if applicable (2) 24,000.00 _ p, Interest E. Penalty Total InteresUPenalty (D + E) (3) 0.0 0 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) - Check box on Page 2 Line 20 to request arefund - 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3, 095.62 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) ._ ___ 3, 0 9 5.6 2 Make Check Payable to: REGISTER OF W/LLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................. x b. retain the right to designate who shall use the property transferred or its income :.................................... x c. retain a reversionary interest; or .................................................................................................................. x d. receive the promise for life of either payments, benefits or care? .............................................................. x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ x^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... lF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND F1LE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)J. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)A. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. _ ~ , '~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Garrick, Gladys C. SCHEDULE A REAL ESTATE FILE NUMBER 21 -08-0128 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 se{I, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION NUMBER 1 Lot and dwelling house C~? 630 treason Road, West Pennsboro Township, Cumberland County, Carlisle, Pennsylvania 17015. Tax Parcel #46-08-0583-020. Value based upon attached appraisal of Susan B. Burkholder, Diversified Appraisal Services. VALI}E AT DATE OF DEATH 131,000.00 TOTAL (Also enter on Line 1, Recapitulation) I 131,000.00 ~, SCHEDULE B '" ~ STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barrick, Gladys C. FILE NUMBER 21 -08-0128 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE NUMBER 1 12 shares of Prudential Financial, Inc., common stock, 78,78 CUSIP #744320102 VALIJE AT PATE OF DEATH 945.36 TOTAL (Also enter on line 2, Recapitulation) 945.36 1 ,' SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF garrick, Gladys C. FILE NUMBER 21 -08-0128 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Sovereign Bank C.D. #1675207847 59,236.31 Principal 59,060.99 Accrued interest 175.32 2 Sovereign Bank C.D. #3385171651 67,015.93 Principal 66,791.30 Accrued interest 224.63 3 M & T Bank C.D. #031003913903421 23,599.30 Principal 23,513.98 Accrued interest 85.32 4 The Sentinel, refund 122.52 5 Highmark, premium refund 506.03 6 Cash on hand 150.98 7 Old coins valued based on actual sale price to coin dealer. 447.50 8 Old coins, value based upon appraisal by Paul M. Bouder, attached. 159.00 9 Household goods, furniture and furnishings, distributed in kind, value based upon attached 3,855.00 appraisal of Alyssa L. Loney. 10 Household goods, furniture and furnishings valued in accordance with actual auction sale prices. 4,172.00 11 1998 GMC stationwagon, valued in accordance with actual sale price. 5,000.00 12 Recyclable metal products stored on premises, valued in accordance with actual sale price to 1,466.55 recycling center (293.05 + 72.60 + 713.10 + 312.80) +75.00 TOTAL (Also enter on Line 5, Recapitulation) I 513,012.55 .~ SCHEDULE E ' CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERfTANGE TAX RETURN RESIDENT DECEDENT continued ESTATE OF Barrick, Gladys C. FILE NUMBER 21 -08-0128 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 13 Citizens Bank, checking account #6100730654 18,269.40 Principal 18,241.75 Accrued interest 27.65 14 Citizens Bank C.D. #6140709857 Principal 87,693.74 Accrued interest 377.53 15 Citizens Bank C.D. #6247704750 Principal 35,126.54 Accrued interest 0 16 Orrstown Bank checking account #405795 Principal 42,855.00 Accrued interest 1.89 17 Orrstown Bank C.D. #40000013420 Principal 84,157.84 Accrued interest 225.61 18 Orrstown Bank C.D. #4000014912 Principal 26,799.00 Accrued interest 64.87 19 Orrstown Bank C.D. #4000016160 Principal 49,448.96 Accrued interest 800.05 20 ~ US Treasury, income tax refund 21 ~ Ohio Casualty Co., refund on auto insurance 88,071.27 35,126.54 42,856.89 84, 383.45 26,863.87 50, 249.01 600.00 479.00 Page 2 of Schedule E SCHEDULE E CASH, BANK DEPOSITS, & M{SC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERRANCE TAX RETURN RESIDENT DECEDENT continued ESTATE OF Garrick, Gladys C. FILE NUMBER 21 -08-0128 Include the proceeds of litigation and the date the proceeds were received by the estate. AN property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 22 Kemper, refund, howeowner's insurance 382.00 Page 3 of Schedule E r ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RE7LRN RESIDENT DECEDENT S(~EDULE H ~FryU~W~pER~A~-LpE~X~PE~NSES & tWfYWI\171 rW I IYG ESTATE OF Garrick, Glad S C. FILE NUMBER y 21 -08-0128 Debts of decedent must be reported on Schedule 1. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Cumberland Valley Memorial Garden, interment 1,270.00 2 ~ Ewing Brothers, funeral 3 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Paulette C. Stotler Social Security Number(s) 1 EIN Number of Personal Representative(s): 199-34-8830 Street Address 1465 Webster Drive City Carlisle state PA zip 17015 Year(s) Commission paid 2008 2. Attorney's Fees Dale F. Shughart, Jr. (estimated) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Paid $240 owe $300 5. Accountant's Fees 6. Tax Return Preparer's Fees Group's Tax & Payroll Service (estimated) 7. Other Administrative Costs 1 Recorder of Deeds, deed recording 7,975.58 5,000.00 20,000.00 540.00 600.00 40.50 TOTAL (Also enter on line 9, Recapitulation) 41,268.23 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT _ Schedule H .F.ir>~ter~, NE^~~en,,ses & ~1 X71! CtA/~ ~lJ~ FILE NUMBER - _ - ESTATE OF Garrick, Gladys C. 21 -08-0128 2 Register of Wills, filing inventory and Inheritance Tax Return 3 Rose Detailing, preparing automobile for sale 4 Cumberland County Landfill, trash disposal 5 Rowe's Auction Service, commission of sale of personal property. 6 Paulette Statler, reimburse automobile postage, long distance telephone, office supplies, etc. 7 Register of Wills, Short Certificates 8 Cumberland Law Journal, legal advertising 9 The Sentinel, legal advertising 10 Sheetz, gas 11 Graham Motor Co., vehicle repair 12 Deborah Piper, 2008 county/township real estate taxes 13 Diversified Appraisal Services, real estate appraisal 14 IBIS Appraisal Service, personal property appraisal 15 Kemper, homeowner's insurance 16 Peerless Indemnity Insurance Co., auto insurance 17 Postmaster, certified mail 18 Cumberland Peny Abstract, bring down search 19 Computershare, commission on sale of stock 20 Bonnie Coyle, notary fees 30.00 169.60 335.20 1, 460.20 202.50 24.00 75.00 150.64 20.25 997.00 240.80 250.00 .?40.00 488.00 528.00 19.00 '75.00 11.96 25.00 Page 2 of Schedule H Schedule H ,~ Funerei E & COMMONWEALTH OF PENNSYLVANIA A~y,N M r~ ~~ INHERITANCE TAX RETURN f"M,~ ~ ~R BY W Yc ~IJ~J ESTATE OF Garrick, Gladys C. 21 ~ Reserve for accounting. 21 - 08 - 0128 500.00 Page 3 of Schedule H COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Garrick, Gladys C. Include unreimbursed med+cal expenses. ITEM DESCRIPTION NUMBER 1 Checks written before death, clearing after death_ 2 Guistewite Family Practice, medical bill 3 Embarq, phone bill 4 Walnut Bottom Radiology, medical bill 5 PP&L, electric bill 6 Highmark Blue Shield, medical insurance 7 PA Department of Revenue, 2007 State income taxes 8 U.S. Treasury, 2007 federal income taxes SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 -08-0128 AMOUNT 0.00 81.99 32.97 53.01 44.67 4$4.05 251.00 617.00 TOTAL (Also enter on Line 10, Recapitulation) ~ 1,564.69 REV-1513 EX+(9.00) ' ~ , '~ ~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES fNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barrick, Gladys C. RE TO I O NAME AND ADDRESS OF PERSON(S) NUMBER EDEN T DEC RECEIVING PROPERTY D° Not Llst Trustee(s) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Paulette C. Statler Daughter 1465 Webster Drive Carlisle, PA 17015 2 Douglas W. Barrick Grandson 1056 Alexander Spring Road Carlisle, PA 17013 3 Jeffrey B. Barrick Grandson 630 Greason Road Carlisle, PA 17013 FILE NUMBER 2i -08-0128 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) 6 chairs and all tangible personal property not specifically bequeathed plus 50% of residue $1,000, 3 chairs and 1/4 of residue $1,000, 3 chairs and 1/4 of residue Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: , A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER 70TAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 REV-1513 EX+(9-00) ~~ ~~ 'x ~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barrick, Gladys C. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTR18UT10NS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 4 Gregory E. Statler 230 Shed Road Newville, PA 17241 FILE NUMBER 21 -08-0128 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT (Words) ($$$) Do No[ List Trustee(s) Grandson $1,000 5 Christopher L. Statler 6 Frances Green Court North Potomoc, MD 20878 Grandson $1,000 Page 2 of Schedule J APPRAISAL OF REAL PROPERTY LOCATED AT: 630 treason Road Deed Book 12T Page 550 Carlisle, PA 17015 FOR: Estate of Gladys Garrick AS OF: January 23, 2008 BY; Susan B. Burkholder, RL-000659-L State Certified Residential Appraiser This appraisal was completed to establish value. Form GAi -'TOTAL for Windows" appraisal software by a la mode, inc. -1-80U-ALAMODE ~~ FarillieMae Diversified Appraisal Services Desktop Underwriter Quantitative Analysis Appraisal Report Fiio No 03180813 ~iNiS SUMTMARY APPRAISAL REPORT IS INTENDED FOR USE BY THE LENDERlCLIENT FOR A MORT6ASE FIiMaMCE rRe~cerrm Deed of 1 ^ sales I nce S n.a. Date of Sale n.a. Descriation / $ amount of loan charges/concessions to be paid by seller n a A Proaerty nrahts aaoralsed ~ Fee Slmol-- e ~ 1 I _P.?SP.f1QIlt Min pofpronre R-FiRA n__... T~_ ~cnau5 iia~t X28 7 Location ^ Urban Suburban ®Rural Built up ^ Over 75% ®25-75% ^ Under 25% Growth rate R id Stable Slow Property values ®increasing ^ Stable ^ Declining Demand/supply ^ Shortage ®In balance ^ Over suppty Marketin time Under 3 mos. 3-6 mos. Over 6 mgs. Single faM houei ty ~(D00) ~ 125 Low New - _ - Condominium tmusl $(000}k applic.y ~~ Low Neighborhood boundaries The sub'ect nei hborhood is bordered b Ritner Hi hwa Mount Rock Road Newvilfe Road and Allen Road 600 Hi h 250 Predomi ant _ Hi redominank ' 200 50 Dimensions Irregular Site area 1 acre Shape Irregular Specific zoning classification and description R Rural Residential Zoning compliance ®Legal ^ Legal nonconforming (Grandfathered use) ^ Illegal, attach description ^ No zoning Highest and best use of sul>)ect property as Improved (or as proposed per plans and specifications): ®Present use ^ Other use, attach description. ' UtlOties Public Other Public Other O(t-site Improvements Type PubNc Private Electricity ® Water ^ Weil Street Macadam ® ^ Gas n.a. San" sewer On site All None Are there anent adverse site conditions easemerts encroachments s ecial assessments slide areas etc. ? Yes No ff Yes attach descri lion. Source(s) used for physical characteristics of property: Interior and exterior inspection Exterior inspection from street Previous appraisal files MLS Assessment and tax records Prior ins ection Pro a owner Other De cribe No. of Stories 2 T e Det AtL Dtchd Exterior Walls Alum sidin Roof Surface Metal Manufactured Housin Yes No Does the ro enerall conform to the nei bortrood in terms of le condition and construction materials? Yes No ti No attach descri lion. Are there arry apparent physical deficiencies or conditions that would affect the soundness or structural integrity of the (mprovements or the livability of the properly? Yes No ff Yes attach descri lion. Are there any apparent adverse environmental conditions (hazardous wastes, toxic suhstances, etc.} present in the improvements, gn the site, or In the immediate vicinity of the subject property? ^ Yes ®No ff Yes, attach description. I researched the subject market area for comparable listings and sales that are the most similar and proximate to the subject property. My research revealed a total of 0 sales ranging in sales price from $ 0 to $ 0 My research revealed a total of 3 listings ranging in list price from $ 125,000 to $ 150,000 The an sis of the com arable sales below reflects market reaction to sf nificant variations between the sales and the sub ect ro e 11=AlURE SUBJECT SALE 1 SALE 2 SALE 3 630 treason Road Address Carlisle 265 Springview Road Carlisle 6 Lonesome Road Newville 25 Alters Road Cariisie Proem to Sub ect 1 .35 miles 6.36 m lies 3.00 miles Safes Price n.a. _ 150 000 _ -~' ~ ~ 144 725 125 000 Price Gross Livin Area ~ 98.55 ~ 89.34 ~ r,:, ., 55.11 d~ Data & Verification Sources ~~~ Courthouse Courthouse Courhtouse VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION + - Ad ust. DESCRIPTION + - Ad st. DESCRIPTION + - Ad ust. Sales or Rnancing Concessions '" ~ ~ ` - ~.en ` ~"~~: ~ ' ~, None known Conventional None known Conventional None known Conventional Date of Sale ime J ~a .. 2-15-08 11-29-07 12-5-06 Location Avera a Similar Similar Similar Site 1 acre 2.21 acres -12 100 .60 acre +4 000 .60 acre +4 000 lrew Avera a Similar Similar Similar Desi n S le Colonial Colonial Colonial Colonial Actual A e rs. 161 ears 48 ears 87 ears 49 ears Condition Fair to av Su erior -10 000 Su erior -10 000 Su erior -10 000 Above Grade Total ~ Bdrms ~ Baths Total ~ Bdrms ~ Baths ~" Total ~ Bdrmsl Baths . Total ~ Bdrms ~ B s Room Count 6 ~ 3 ~ 1 ___ _ 8 ~ 4 ~ 1.5 -5,000 . 8 ~ 5 ~ 1 -4,000 8 ~ 3 ~ 2 -6 000 Gross Uvin Area 1 472 S . Ft 1 522 S . ft ~ 1 620 S . Ft ~ -3 000 , 2 268 S . Ft ~ -15 900 Basement & Finished Rooms Below Grade Partial None Partial bsmt None Fuil burst ~ -3,000 None Partial bsmt None Gars e C ort 24' x 26' era a 1-car era a +2 000 2-car era a 1-car ca ort +3 000 Porch wd stv Porch +1 000 Porch atio Porch Shed outbids None +5 000 None +5 000 None +5 000 NetAd', total + - 19 100 + - . 11 000 + - 19 900 Adjusted Sales Price of Comparabfes ~ ~ ~ ~ ~,• '` ;, 130 900 Net 7 ~. `. , G '' ~ 0 D:' ~ 133 725 = 105100 Date of Prior Sale 3-28-44 413-05 8-9-99 8-7-06 Price of Prior Sale 1 275 131 000 70 000 1.00 Hnalysrs rn any current agreemem of sale, option, or listing of the subject property and anatysis of the prior sales of subject and comparables: No sale has taken place in the ast three ears. Summary of sales comparison and value cgncluslon: The Costa roach was not considered since thfs is not new construction or the Income a roach due to the fact this is an owner occupied sn~l_e family dwelling. The Sales Comparison aparoach is the best aooroach for this tvoe of ornoertv. This appraisal is made ®"as-is", ^ subject to completion per plans and specifications on the basis of a hypothetical condition that the improvements have been completed, or ^ subject to the following repairs, alterations or conditions Appraised in current condition. BASED ON AN ^ t7t1'ERIOR INSPECTION FROM THE S'T'REET OR AN ®INTERKlR AND EXTERIOR tNSPEC110N , I ESTIMATE THE MARKET YALUE, AS DEFlNED, OF THE REAL PROPERTY THATfsTHESUBJECrOFTHISREPORTTOBE; 131,000 ,AS OF January 23, 2008 PAGE 1 OF 3 Fannie Mae Form 2055 9-96 Form 205 -'TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE Desietop Underwriter Quantitative Anal sis Ap sisal Re ort F„e~No. 031$088 Project Information for PUps (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? ^ Yes ^ No Provide the following Information for PUDs only if the developer/builder is in control of the HOA and the subject property is an attached dwelling unit Total number of phases Total number of untts Total number of units sold Total number of units rented Tots! number of units for sale Oats Source(s) Was the project created by the conversion of e~dsting buildings into a PUD? ^ Yes ^ No If yes, date of conversion: Does the project contain any multi-dwelling units? ^ Yes ^ No Data Source: Are the common elements completed? ^ Yes ^ No if No, describe status of completion: Are any common elements leased th ar by the Home Owners' Association? ^ Yes ^ No If yes, attach addendum describing rental terms and options. Descrtbe common elements and recreational facilities: Project Information for Condominiums (If applicable) - - is the developedbuilder in control of the Home Owners' Association (HOA)? ^ Yes ^ No Provide the following information for all Condominium Projects: Total number of phases Total number of units Total number of units sold Total number of units rented Total number of units for sale Data Source(s) Was the project created by the conversion of existing buildings into a condominium? ^ Yes ^ No fl yes, date of conversion: Project Type: ^ Primary Residence ^ Second Home or Recreational ^ Raw or Townhouse ^ Garden ^ Midrise ^ Highrise ^ Condttlon of the project, qual'dy of construction, unit mix, etc.; Are the common elements completed? ^ Yes ^ No If No, describe status of completion: Are arty common elements leased to a by the Home Owners' Association? ^ Yes ^ Na if yes, attach addendum describing rental terms and options. Describe common elements and recreational facilities: PURPOSE OF APPRAISAL: The purpose of this appraise( is to estimate the market value of the real property that is the subject of this report based on a quantitative sates comparison analysis for use in a mortgage finance transaction. DEFINRION OF MARKET WALUE: The most probable price which a property should bring in a competitive and open market under ail conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definfion is the consummation of a sale as of a specified date and the passing of title from seller to buyer under condttions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4} payment is made in terms of cash in U.S. dollars or in terms of financial araangemenrts comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the sale. * Adjustrrrerrts to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adJustmerrts can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already irnolved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of arty adJustrnent should approximate the market's reaction to the financing or concessions based on the appraiser's judgment. STATEMENT OF LINKING CONDRiONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided any required sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualrzing the property and understanding the appraiser's determination of its size. 3. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 4. The appraiser has noted in the appraisal report any adverse conditions (such as, but not limited to, needed repairs, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research irnoh-ed in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, expressed or implied, regarding the condition of the property. The appraiser will not be responsible for arty such conditions that do exist or for arty engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of ernironmerrtal hazards, the appraisal report must not be considered as an ernironmental assessment of the property. 5. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 6. The appraiser will not disclose the conterrts of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 7. The appraiser must provide his or her prior written consent before the lender/client specfied in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to arty professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federalty approved financial institution; or arty department, agency, or instrumentality of the United States or arty state or the District of Columbia; except that the lender/client may distribute the report to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be corneyed by anyone to the public through advertising, public relations, news, sales, or other media. 8. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion per plans and specifications on on the basis of a hypothetical condition that the improvements have been completed. 9. the appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion, repairs, or alterations on the assumption that completion of the imorovemerrts will be aertormed in a worlananlike manner. PAGE 2 OF 3 Fannie Mae Form 2055 9-96 Form 205 -'TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE s Underwriter Quantitative Anal! APPRAISER'S CERTtFiGATION: The Appraiser certifies and agrees that: ~ Flle No. 1. I performed this appraisal by (1) personalty inspecting from the street the subject property and neighborhood and each of the comparable sales (unless I have otherwise indicated in this report that f also inspected the interior of the subject property}; (2) coilecting, confirming, and analyzing data from reliable pubilc and/or private sources; and (3) reporting the results of rrry inspection and analysis in this summary appraisal report. I further certify that I have adequate information about the physical characteristics of the subject property and the comparable sales to develop this appraisal. 2. I have researched and analyzed the comparable safes and offerings/listings in the subject market area and have reported the comparable sales in this report that are the best available for the subject property. I further certify that adequate comparable market data e>asts in the genera{ market area to develop a reliable sales comparison analysis for the subject properly. 3. 1 have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on arty site within the immediate vicinity of the subject properly of which I am aware, have considered these adverse conditions in my anaysis of the property value to the extent that I had market evidence to support them, and have commented about the effect of the adverse conditions on the marketability of the subject property. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that alt statemetts and information in the appraisal report are true and correct. 4. i stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the eontingerrt and limiting conditions specified in this form. 5. I have no preserd or prospective interest in the property that is the subject of this report, and 1 have no present or prospective personal interest or bias with respect to the participants In the transaction. 1 did not base, either partialty or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, age, marital status, handicap, familial status, ar national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject properly or an arty other basis prohibited by law. 6. l have no present or contemplated future interest in the subject properly, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property, 7. I was not required to report a predetermined value or direction in value that favors the cause of the client or arty related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for peforming the appraisal. I did not base the appraisal report on a requested minimum valuation, a specific valuatien, or the need to approve a specific mortgage loan. 8. I estimated the market value of the real properly that is the subject of this report based on the sales comparison approach to value. I further certify that I considered the cost and income approaches to value, but, through mutual agreement with the client, did not develop them, unless I have noted otherwise in this report. 9. 1 performed this appraisal as a limited appraisal, subject to the Departure Provision of the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Soard of The Appraisal Foundation and that were in place as of the effective date of the appraisal (unless 1 have otherwise indicated in this report that the appraisal is a complete appraisal, in which case, the Departure Provision does not appty). 10. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value. The exposure time associated with the estimate of market value for the subject property is consisterrt with the marketing time noted in the Neighbofiood section of this report. The marketing period concluded for the subject property at the estimated market value is also consistent with the marketing time noted in the Neighborhood section. 11. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. I further certify that no one provided sign'rflcarrt professional assistance to me in the development of this appraisal. SUPERVISORY APPRAISER'S CERTIFICATION: ti a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directty supervise the appraiser who prepared the appraisal report, have examined the appraisal report for compliance with the Unrfonn Standards of Professional Appraisal Practice, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 5 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. APPRAISER: SUPERVISORY APPRAISER (ONLY IF REQUIRED): Signature: ~.~.c~~~. b~ ~l Name: Susan. Binder Signature: Name: Company Name: Diversified Appraise{ Services Company Name: Campany Address: 35 E. High Street, Ste 101,Carlisle, PA 17013 Company Address: Carlisse, PA 17013 Date of Report/Signature: March 18, 2008 Date of ReportJSignature: State Certification #: RL-000659-L State Certification #: or State License #: or State License #: State: PA State: Expiration Date of Certification or License: June 30, 2009 Expiration Date of Certification or License: ADDRESS OF PROPERTY APPRAISED: 630 treason Road Carlisle, PA 17015 APPRAISED VALUE OF SUBJECT PROPERTY $ 131,000 EFFECTNE DATE OF APPRAISALiINSPECTION January 23, 2008 LENDER/CLIENT: Name: Company Name: Estate of Gladys earrtck Company Address: SUPERVISORY APPRAISER: Sl16JECT PROPERTY ^ Did not inspect subject properly ^ Did inspect exterior of subject property ftom street ^ Did inspect interior and exterior of subject property COMPARABLE SALES (-1 Did not inspect exterior of comparable sales from street ^ Did inspect exterior of comparable sales from street PAGE 3 OF 3 Fannie Mae Fonn 2055 9-96 Form 205 -'TOTAL for windows" appraisal software by a la mode, Inc, -1-800-ALAMODE • ' Supplemental Addendum File Nc. 0318086 Borrower/Client n.a. Pro a Address 630 treason Road C' Carlisle C Cumberland State PA I Code 17015 Lender Estate of Glad s Garrick Additional Comments The subject is older than five years old. All mechanical systems including heating, electrical and plumbing systems appear to be working adequately. No warranties are implied in this statement. The subject properly has an on site well and septic system. This is common for the area and have no adverse impact upon the marketability or the home. One or more of the comparable sales are older than six months old. Although there are comparable properties in the subject's area, none have sold recently, therefore, sales in excess of six months old have to be used. All three comparables used were the best available. Although there are other similar home in the subject's neighborhood, none have sold recently. Therefore is was necessary to use sales further than one mile from the subject property. The sales used are the best available. The Intended User of this appraisal report is the Lender/Client. The Intended Use is to evaluate the property that is the subject of this appraisal for a mortgage finance transaction, subject to the stated Scope of Work, purpose of the appraisal. reporting requirements of this appraisal report form, and Definition of Market Value. No additional Intended Users are identified by the appraiser. Privacy Notice Pursuant to the Gramm-Leach-Bitley Act of 1899, effective July 1, 2001, appraisers, along with all providers of personal financial services are now required by federal taw to inform their Gients of the policies of the firm with regard to the privacy of the client nonpublic personal information. As professionals, we understand that your privacy is very important to you and are pleased to provide you with this information. ~~ ~~ In the course of pertorrning appraisal, we may collect what is known as nonpublic personal information about you. This information is used to facilitate the services that we provide to you and may inGude the information provided to us by you directly or received by us from others with your authorization. We do not disGose any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated third parties, except as necessary or as required by law. By way of example, a necessary disclosure would be to our independent contractors, and in certain situations, to unrelated third party consultants who need to know that information to assist us in providing appraisal services to you. All independent contractors and any third party consultants we engage are informed that any information they see as part of an appraisal is to be maintained in strict confidence within the firm. A disclosure required by law would be a disclosure by us that is ordered by a court of competent jurisdiction with regard to a legal action to which you are party. We will retain records relating to professional services that we have provided to you for a reasonable time so that we are better able to assist you with your needs. In order to protect your nonpublic personal information for unauthorized access by third parties, we maintain physical, electronic and procedural safeguards that comply with our professional standards insure the security and integrity of your information. Signature ~ti ~ ~ _ Signature Name Susan B. urkholder Name Date Signed March 18 2008 Date Signed State Certification # RL-000859-L State State Certification # Or State License # State Or State License # State State Diversified Appraisal Services Form TADD2 -'TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE Building Sketch (Page - 1) Orro eF Cllem .a. Pro a Address 630 treason Road C' Carlisle Cou Cumberland State PA Zi Code 17015 Lender Estate of Gla s Garrick 6.0' 34.0' 25.0' 46.0' 25.0' 22.0' 22.0' 25.0' SKETCH CALCULATIONS A A1:6.Ox12.0= 72.0 A2 : 25.0 x 34.0 = 850.0 First Floor 922.0 ns A3 : 25.0 x 22.0 = 550.0 0 Second Floor 55 .0 Total Living Area 1472.0 Form SKT.BIdSkI -'TOTAL forWindows" appraisal software by a la mode, Inc. -1-800-ALAMODE Subject Photos Borrower Client n.a. Pro a Addre s 630 treason Road C' Carlisle ou Cumberland State PA Ti Code 17015 Lender Estate of Glad Garrick Subject Front 630 treason Road Subject Rear Subject Street form PICPIX.TR -"TOTAL for Windows" appraisal software by a la mode, inc. -1-800-AIAMODE PHOTD6~pH ADDENDUM 5„ ~p~sa1 software by ~ la made, inc. -1'800-A-AMOOE F~ GPICPCX-- ~'COTAL fos'+Nlndow Form GPICPO(-`TOTAL far windows" appraisal software by a la mode, inc. -1-800-ALAMODE PHOTOGRAPH ADDENDUM r Comparable 265 Springview Road Comparable 2 6 Lonesome Road Comparable 3 25 Alters Road Form PICPIX.BR -TOTAL for Windows" appraisal software by a la mode, inc. -1-gp0-ALAMODE moo- i u-cuuul ~ tIU) 15; 15 ORRSTOIJN BRNK STONEHEOGE (FRX) 717 2+19 0905 P. 001 /003 O~,STfJV~VNBA1~~ A 2'radit~ion of Excellence 77 G1st Kln~ SCrcce r o. soX z5o 5luppcnsbur8, PA 17257 Dale F Shughart, Jr Attorney at Law ! 0 Wit I~iigh St Carlisle, PA 17013 February 14, 200$ RE: Prudential Stock Valuation l~.state of Gladys C Warrick DOD .tan 23, 2008 Dear Dale: I have enclosed a printout showing the high and low prices for Prudential Common Stock for the date of death that you provided. The mean between tlic high and law price is $78.78 for that day. It you have any other needs p1ea.Se feel free to call. Warm Regards, Bradley S Gerlach Vice President and Trust Ot~icer ~,~ ~~~ ~,.,,-~~-~uuolinul i5~f5 ORRSTOWN BHNK STONEHEOGE (Ff3X)717 2Q9 0905 P. 002/003 PRU: Historical Prices for PRUDENTIAL CINCL 1NC -Yahoo! Finance C'agc 1 of 3 Yahpo~ My Yahoot >Vteii Mari New ire ]6k7ycl~u tfi~nelpagea-i, ...._....._._.._._.__~..._....._~._.._...... ~............_~.._.__~..._..__._...__....._.......,....,,.,...._,....._....7._.. i~:: . Daw ~ 1.32% Nasdsq ~ 1.93% Thu, Feb in, 2008, 3:06PM ET • U.S. Markets close in 54n~ GE7' GN07ES Financo Soarch Prudential Financial Inc. (PRU) ~~a~tFalde' ~-rR.aa: Historical Prices SET DATE RANGE At 2:46PM ET: 7~i.~2 ~ 0.30 (0.42° fl aao~i~rrBaai~ ' I TEtitDE FRE[ Ft~R F~I~Efli~/_ 3D OAYS s~ CEY 510n :,~~', Get Hisboricdl Prices for: ~~ •:C-'+0: t% Dsf1y Start Date• Jan ~ 23 2008 2003an 1~ r' Weekly End Date: Jan ,~ 23 :2008 ~ r^~ Monthly C Dividends Only Fir,t ~ Prr~v ~ Ngxt ~ L3S{ PRICES Date Open High Low Close Volume Adj Close• 23-Jan-08 78.10 81.26 76.30 80.59 8,159,100 80.59 `Close pNce adjusted for dividends end splirs_ Firs! ~ Piev ~ Piext ~ Last ~1 Download To Spreadsheet ADVERTISEMENT http://finance.yattao.com/q/hp?s=PRU&a=00&b=23&c=2008&d =00&c=2~&f=2008&g-c1 2/1412008 ~ -~ P?~~ DATE /~ ~( ADD SS ORDER NO. CITY, STATE, ZIP SOLD BY CASH C.O.D. CHARGE ON ACCT. MDSE. RETD. PAID OUT QUAN. DESCRIRTION PRICE AMOUNT ' (~, ~ e 2 ( V .. ~/' c ~ 3 I ^ ~ V ~ >° ~~ 4 ( d. ~ aKc~ 5 \ f. ~~ 6 ~- - 1 ~ ~ 8 9 r a. 10 nn ~+`, 11 ~~ 12 13 14 RECEIVED BY TAX TOTAL I W ~~^~ 24705 ESTATE APPRAISAL .REPORT OF PERSONAL PROPERTY OF Glad s C. Barrck,.deceased Y date of death (d.o.d.) January 23, 20Q8 630 treason Rd. __ __ . _ Carlisle, PA 17013 for: Paulette C. Statler Executrix` Dale F. Shughart, Jr., Esq: 10 Vest High St. Carlisle, hA 17013 AS OF: d.o..d. January 23, 2008 Reported on April 23, 2008 BY: I~ ~s A ra7sa~ . Y~Y~ ~er~ces r¢SN HanauerSt. P.O. Box24 Carlsle PA r~ol3 (717) 243 3474 o @rbls appraisals: corn www.lbisapprarsals, com • , TABLE OF CONTENTS Table of Contents Appraisal Certificate Appraisal Summary Photograph & CD-ROM Instructions Personal Property Listing Paulette Statler Douglas Barrick Jeffrey Barrick Douglas & Jeffrey Barrick Appraisal Summary (Copy) References Privacy Notice Statement of Qualifications Assumptions and Limiting Conditions 2 3 4 5 6 6 8 9 11 12 13 14 15 16 2 APPRAISAL CERTIFICATE I hereby certify that, upon the request for the estate appraisal of the personal property of Gladys C. Barrick, deceased, 630 Greason Rd. Carlisle, PA 1'1013, I have personally and physically inspected the listed personal property. The personal property was appraised to determine the FAIR MARKET VALUE, AS OF d.o.d. January 23, 2008 & reported on Apri123, 2008. The date of inspection was April 14, 2008. The information and values contained in this report are based upon my experience as an appraiser and other reliable sources. The personal property was found to be in EXCELLENT condition, unless otherwise noted. Values are reported piece-by-piece, and/or as a whole. All values reported have been determined with consideration to the condition of the item, market conditions, and salability factors. Ibis A~~Yaisa~ Sg~vices f ~-~~ A~~ssa ~~ C.A. Director i APPRAISAL SUMMARY It is in my opinion, that as of d.o.d January 23, 2008, the Fair Market Value of the personal property of Gladys C. Barrick, deceased, 630 Greason Rd. Carlisle, PA 17013: (Four Thousand Nine Hundred Five Dollars and Zero Cents) ($4,905.00) ~ ~ ~a I~ a `~'~ ~~~ ~~~~-~c~ pis A~~raisaE rv~ices ~v~ssa 1L.~1o~~1 C.A. Director The report must be read in its entirety. The Appraisal Summary ONLY is not the appraisal report. 4 Personal Property Listing Paulette Statler 1 Bank. Vintage early twentieth century iron $45.00 -`" .~`' ,, penny bank. Corresponding Digital Photograph File: ~° r0330000 jpg 2 Firearm. Geco Pzazisions-Karabiner 1919. $100.00 3 Bookcase. Vintage twentieth century $5.00 homemade bookcase with one door. Corresponding Digital Photograph File: r0329998jpg ~~ 4 Tray. Vintage early-mid twentieth century pink $15..00 depression glass tray. Corresponding Digital Photograph File: r0330001jpg 5 .. ;: Bowl. Vintage early-mid twentieth century $35.00 green carnival glass bowl with windmill motif. Corresponding Digital Photograph File: r0330002jpg 6 ~~ ~' 1 Dresser. Vintage early twentieth century oak $65.00 -'~ - dresser with mirror. `~. Y 'j '~ ' Corresponding Digital Photograph File: r0330013 jpg 7 Crock. Vintage early twentieth century two $20.00 gallon crock. Corresponding Digital Photograph File: r0329999jpg 8 Victrola. Vintage early twentieth century oak $300.00 case Victrola. ` ~ ~ ~ Corresponding Digital Photograph File: 4 ~~ s x0330003 jpg 9 Fish Rods. Older miscellaneous fishing rods $2.00 and a ui ment. 10 Garden Tools. Miscellaneous ardenin tools. $1.00 11 - Rocking Chair. Vintage early twentieth century $10.00 rocking chair. ~r Corresponding Digital Photograph File: r0330021jpg 6 12 Cupboard. Vintage nineteenth century $450.00 Pennsylvania pine corner cupbo 'th two s over a drysink area over o doors. Corre ing Digital Pho graph File: r0330004jp `-11~ (f r~ ~--, 13 Fire user- entm - L8087. 600.00 14 _ Chairs. Six hand-painted green vintage late nineteenth century plank bottom chairs. Corresponding Digital Photograph File: r0329996jpg $300.00 15 Cupboard. Vintage nineteenth century Pennsylvania pine corner cupboard with 16 panes and two doors over two doors. Corresponding Digital Photograph File: r0329997 jpg $475.00 Dou as Barrick 16 ~ Stove. Vintage early twentieth century enameled stove. Maker: Wehrle. Corresponding Digital Photograph File: r0330009jpg $100.00 17 Hoosier. Vintage early twentieth century Hoosier top. Corresponding Digital Photograph File: r0330010jpg $25.00 18 Firearm. Sava a Mode15. $350.00 19 Firearm. S rin ell Stevens double 16 au e. $425.!)0 20 Bucksaw. Vintage late nineteenth-early $5.00 twentieth century bucksaw. Corresponding Digital Photograph File: r0330024 jpg 21 Camera. Vmtage twentieth century Target $9.00 Brownie Six-20 camera. Corresponding Digital Photograph File: r0330005jpg Jeffre Barrick 22 Wood Stove. Suburban Auto wood stove. $35.00 Corresponding Digital Photograph Fide: r0330007jpg 23 - - Tractor. Older model Simplicity 3012. $85.00 Corresponding Digital Photograph File: r0330016jpg 24 Saw. Shop Smith saw. $600.00 Corresponding Digital Photograph File: r0330022jpg 25 Microwave. Older model microwave. $1.00 26 Desk. Vintage 1930s waterfall desk. $3.00 Corresponding Digital Photograph File: r0330006jpg 27 Cement Mixer. Older model cement mixer. $10.00 Corresponding Digital Photograph File: r0330019jpg ~~ . -~ 28 Firearm. Colt PTF A 12 au e. $200.00 29 ~, Bed. Vintage early twentieth century iron bed. $8.00 Corresponding Digital Photograph File: r0330014jpg 30 Chainsaw. Stihl chainsaw. $10.00 Corresponding Digital Photograph File: r0330017. ' 31 _ " `` ~ Chest. Vintage early twentieth century oak $40.00 chest. Corresponding Digital Photograph File: r0330011jpg 32 ~ ,. ~' `` Chest. Vintage early-mid twentieth century $25.00 cedar chest. Corresponding Digital Photograph File: r0330012jpg 33 Table. Vintage early twentieth century oak $30.00 table. Corresponding Digital Photograph File: r0330008jpg 10 34 Wood Splitter. Briggs & Stratton SHP wood $400.00 splitter. Corresponding Digital Photograph File: r0330018jpg 35 ' ' ' Dresser. Vintage early twentieth century oak $30.00 dresser. Corresponding Digital Photograph File: r033001 S jpg 36 ~ Wheelbarrow. Older model wheelbarrow. $1.00 Corresponding Digital Photograph File: r0330020.' JPg Dou as and Jeffre Barrick 37 Chairs. Three vintage late nineteenth century $45.00 arrow back plank bottom chairs. Corresponding Digital Photograph File: r0329994jpg 38 - Chairs. Three white vintage late nineteenth $45.00 century plank bottom chairs. Corresponding Digital Photograph File: r0329995jpg -,: .~ TOTAL $4,905.00 ii APPRAISAL SUMMARY (COPY) It is in my opinion, that as of d.o.d January 23, 2008, the Fair Market Value of the personal property of Gladys C. Barrick, deceased, 630 Greason Rd. Carlisle, PA 17013: (Four Thousand Nine Hundred Five Dollars and Zero Cents) ($4,905.00) 1~is Aprraisa~ The report must be read in its entirety. The Appraisal Summary ONLY is not the appraisal report. 12 .' Statement of Qualifications Alyssa L. Loney, C.A.P.P. Professional Designations and Certifications C.A.P.P. -Certified Appraiser of Personal Property designation earned through course work and classes provided by the Institute of Appraisal of Personal Property. Archaeological Resources Protection Act -Certified to conduct investigations and damage assessment that pertains to violations of the United States federal, state, and local laws pertaining to archaeological sites and cultural properties. Including by not limited to the Archaeological Resources Protection Act of 1979, National Historic Preservation Act of 1966, the Native American Graves Protection and Repatriation Act and the American Antiquities Act of 1906. Professional Accomplishments ~ State Historical and Underwater Archaeologist for the State of Louisiana. ~ Attended the Conservation of Indian Artifacts Symposium sponsored by the Smithsonian Institution and the Tunica-Biloxi Indian Reservation, Marksville, Louisiana. ~ Director of the West Virginia University Historical Costume Museum. ~ Research Archaeologist/ Artifact Instructor for CADW (Welsh Historic Monuments)/ University of York, England. ~ Research and Preservation Specialist for the Maryland Historical Trust. ~ Presented and published works for national and international organizations including the Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern Archaeological Conference, Louisiana Archaeological Society, and the Maryland Historical Trust. Education B.Sc. Historical Textiles and Clothing, 1992, West Virginia University, Morgantown, West Virginia, United States. M.A. Medieval Archaeology, 1995, University of York, York, England. C.A.P.P. Certified Appraiser of Personal Property, 2001, Institute of Appraisal of Personal Property, York, Pennsylvania, United States. A.R.P.A. Certified to conduct investigations and damage assessment that pertains to violations of the United States federal, state, and local laws pertaining to archaeological sites and cultural properties. S.B.D.C. First Step Entrepreneurial Series, 2001, Kutztown University of Pennsylvania, Small Business Development Center. Presently Director and Founder of Ibis Appraisal Services. Member of Institute of Appraisal of Personal Property, American Society of Appraisers, Appraisers Association of America, International Society of Appraisers, and Professional Coin Grading Service. Conducts extensive on-site appraisals, assessments, analyses, and authentication of personal and cultural property. Operates on local, national, and international levels. Conducts research on all objects considered personal and cultural property. 15 Assumptions and Limiting Conditions The term "Fair Market Value", as used in this report, is defined as follows: The highest price an item would bring if the sale occurred under normal market conditions providing 1. neither the buyer or seller is acting under duress, 2. the property has been exposed on the open market for a reasonable length of time, 3. both the buyer and the seller are aware of the potential assets and defects, 4. no unusual circumstances are present. This appraisal was based upon the following assumptions, limitations, and conditions: 1. The information contained in this report was gathered from sources considered reliable, personal examination, research of authenticity and comparable sales and/or auction prices. 2. No responsibility is assumed for matters that are legal in nature, including, but not limited to: the representation of others concerning the value, authenticity, condition, origin, or provenance of an item appraised. 3. The appraiser assumed that a normal and careful examination of the property was sufficient to determine its quality and condition and that no extraordinary examination procedures were to be utilized, unless these were specially requested and the expenditure of funds therefore authorized. 4. The appraiser's court attendance and expert testimony report, if required, are not included as part of this report. The appraiser does have the right to refuse testimony. THE UNDERSIGNED HEREBY CERTIFIES; 1. That I have no interest now, nor have I had an interest in the past, nor shall I contemplate an interest in the future, in the property covered by this appraisal. 2. That to the best of my knowledge and belief, all statements and information included in this appraisal are true and based upon objective findings and that no pertinent information has been knowingly withheld or deleted in this report. 3. That neither the employment to make this appraisal or compensation for doing so is contingent upon the value of the property. It is the firm belief of the appraiser that the information furnished in this appraisal report and the conclusions drawn from this information are true and correct, but they are not guaranteed. -is A~~raisa~ l~er~iees Lbrle~/ C.A. Director 16 March 13, 2008 DALE F SHIIGHART JR. 10 WEST HIGH STREET CARLISLE PA 170130 Estate of GLADYS C BARRICK Date of Death: Jan 23, 2008 SSN: 178-16-1432 Dear Sir/Madam: 525 William Penn Place Suite 153-2618 Pittsburgh, PA 15219 In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884 Sincerely,`, ~ /r Barbara Richards Operations Services CitizensBank~ Account Number 6100730654 Account Title GLADYS C BARRICK Date O ened 6/6/ 1966 Account T e Checking Principal Balance as of DOD $18241.75 Interest from Last Postin to DOD _ Account Balance as of DOD $18241.75 YTD Interest to DOD $27.65 Citizens Bank. Account Number 6140709857 Account Title GLADYS C BARRICK Date O ened 1/17/1997 Account T e Time De osits Princi al Balance as of DOD $87632.93 Interest from Last Postin to DOD $60.81 Account Balance as of DOD $87693.74 YTD Interest to DOD $377.53 `r ~y Ctiz€ns BankTM Account Number 6247704750 Account Title GLADYS C BARRICK Date O ened 9/27/2005 Account T e Time De osits _ Princi al Balance as of DOD $35000.00 Interest from Last Postin to DOD $126.59 Account Balance as of DOD $35126.59 YTD Interest to DOD $ .00 02/13/2008 21:17 7172400804 ORRSTOWN BANK OxxsTOwiv A Tradition of E,xcel7ence February 1 ] , 2008 To: From: Traci Shaffer Oz~stown Bank Customer Service Center PO ,BOX 250 Shippensburg, Pa 17257 Re: Estate of Gladys C Barrick Date of death Jaunuary 23, 2008 IT IS HERER.l3Y CERTIFIED THA. T TIIE ABOVE NA..MED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS wIT .H ORRSTOWN BANK CHECkING ACCOUNT Account # Title of Account Dated Principle Accrued Interest 405795 Paul W Warrick 02/1.3/95 42855.00 1.89 Gladys C Warrick SA,VINGSACGOUNT Aeeoutlt # Title of Account Date opened Principle Accrued tllterest CERTIFICA..TE OF DEPOSIT' Account # Title of Account Date Opened Principle Acerucd Interest 40000013420 GIad ys C Warrick 10/06/06 841 57.84 225.61 400001491.2 Gladys C Warrick 02/05/07 26799.00 64.$7 4000016].60 Gladys C Warrick 08/27/07 49448.96 800.05 PAGE 02/02 PO. Box 250 • Shippensburg, 1'A 17257 • 717.530.:3530 • 717.532.4143 fax ! . ~ ~ ~ '~~ , ~+ }~ to ~.,1 ----- -------------~---o' -'---- -'--- -- -- P.O. Box 841005 Boston, MA 02284 February 27, 2008 Dale F. Shughart, Jr. Attorney at Law 10 W. High St. Carlisle, PA 17013 RE: Estate of: Gladys C. Barrick Date of Death: January 23, 2008 Dear Mr. Shughart: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. If you should have any further questions, please do not hesitate to call. Very truly yours, ~ ;.. ._. Ll ~~~~ LV--~~ Linda Spavento Team Leader Court Order Processing (617) 533-1789 (617) 533-1931-fax Sovereign Bank ESTATE OF Gladys C Barrick SOCIAL SECURITY #: 178-16-1432 DATE OF DEATH: January 23, 2008 Account #: 1675207847 Type: CD Open date: 2/24/1995 In the name of: Paul W Barrick or Gladys C Barrick Date of Death Balance: $59,060.99 i_ Int.(YTD) from 1/1/2008 to 1/23/2008 $0.00 _ Accrued interest to date of death: $175.32 Other info: Account #: 3385171651 Type: In the name of: Gladys C Barrick Date of Death Balance: Int.(YTD) from 1/1/2008 Accrued interest to date of death: Other Info: to 1/23/2008 $0.00 $224.63 CD $66,791.30 Open date: 9/20/2006 Page 1 of 1 . p~~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Dale F Shughart Jr Attorney At Law 10 West High Street Carlisle, Pennsylvania 17013 Re: Estate o : Gladys C Barrick Social Securit~• 178-16-1432 Date of Death: January 23, 2008 Phone (888) 502-4349 Fax (302) 934-2955 February 25, 2008 Dear Sir or Madam: Per yow inquiry dated February 13, 2008, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type ofAccount Certifrcate of Deposit Account Number 031003913903421 Ownership (Names o,~ Gladys C Garrick Paul W Barrick Opening Date 09/14/99 Balance on Date ofDeath $23,513.98 Accrued Interest $ 85.32 Total $23, 599.30 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or 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, please call the High Street Carlisle Office # 717-240-4536. Sincerely, 7 ~G~ ' /~~ Nancy Clagett Records Management LAST WILL AND TESTAMENT OF GLADYS C. BARRICK I, Gladys C. Barrick, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I bequeath any automobiles or motor vehicles I may own at my death, my personal effects, such household goods if any as may be my individual property and not the property of my husband or awned jointly by me with him, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to my husband, Paul W. Barrick, providing he survives me by thirty (30) days. ITEM III: Should my said husband predecease me or die on or before the thirtieth day following my death, I bequeath my six green plank bottom chairs to my daughter, Paulette C. Statler. ITEM IV: Should my said husband predecease me or die on or before the thirtieth day following my death, I bequeath three hickory plank bottom chairs and three arrowhead plank bottom chairs to my son, Wayne W. Barrick. ' ITEM V: Should my said husband predecease me or die on or before the thirtieth day following my death, I bequeath the balance of my tangible personal property and insurance thereon to ~, such of my children as are living on the thirty-first day after my death, to be divided between them by my personal representative(s) with due regard for their personal preferences in as nearly equal shares as practical. I direct that any of the foregoing articles not selected by such children shall be sold at public or private sale by my personal representative(s), and I further direct that the net proceeds thereof shall be administered and distributed as a part of the residue of my estate. ITEM VI: r devise and bequeath the residue of my estate of every nature and wherever situate to my said husband, providing he survives me by thirty (30) days. ITEM VII: Should my said husband predecease me or die on or before the thirtieth day following my death, I bequeath to each of my grandchildren as are living on the thirtieth day following my death the sum of One Thousand ($1,000.00) Dollars. ITEM VII: Should my said husband predecease me or die on o~_ before the thirtieth day following my death, I devise and bequeath the residue of my estate of every nature and wherever situate in equal shares to my children, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then living issue, such share shall be added to .the share or shares for my other child. ITEM VIII: All Federal, State and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether passing under this Will or otherwise, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of the administration of my estate and shall be paid out ~, . +, ~. r~ of the principal of my residuary estate without apportionment nor right of reimbursement. ITEM IX: I appoint my said husband Executor of this my 1<~st Will. Should my said husband fail to qualify or cease to act as Executor, I appoint my son, Wayne W. Barrick and my daughter, Paulette C. Statler co-Executors of this my last Will. ITEM X: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this Z~'^~ day of October, 1996. EA:L] The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the' Testatrix, was on the date thereof, signed, published and declared by Gladys C. Barrick, the Testatrix therein named, as and far her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. ~~~~~ ~ t ~. ~ ~~ ., . ~~~ , , {~ COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND We, Gladys C. Barrick, Michael R. Rundle and Mary M. PricE=, the Testatrix and the 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 has signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. estatrix ~`~-^ L 1. ~ ~ ~--' _ Witness i ` ~1L~ • Witness Subscribed, sworn to and acknowledged before me by Gladys C:. Barrick, the Testatrix, and subscribed and sworn to before me by° Michael R. Rundle and Mary M. Price, the witnesses, this Z~f^°~day of October, 1996. N ary Public . e..............,... ~.. ~„ NOTARIAL SEAL i3ONfi{E t.. C4'lLE. N07ARY F'U6LfC fjOR~1 OF f-fT HOLLY 3PRfA'65, CURiBERCA1t0 CO. MY COMMISSION EXPfRc'S OCTOBER 1T, 1988