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Home My WebLink About03-0910Register of Wills of Cumberland PETITION FOR GRANT Estateof Theodore U. Geiman Jr. also known as , Deceased Rosetta M. Burnette OF County, Pennsylvania LETTERS .o. l-OB-qto Social Security No. 176- 07- 9493 Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) E~] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut nam~l;in the last Will of the Decedent, dated 12/01/19,~ codicil(s) dated None State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.t.a.; d.b.n.c.ta; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumb er 1 and County, Pennsylvania with his/her last family or principal residence at 26 Fairview St., S. Middleton Township, Carlisle, PA (list street, number, and municipality) Decedent, then 90 years of age, died 10/10/200~t Carlisle Regional Medical Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania 17013 Center, PA (Location) 20,000.00 80,000.00 situated as foilows: 26 Fairview St., Carlisle, PA 17013 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typedorprintednameandresidence Rosetta M. Burnette, 18 Mountain Rock Road P.O. Box 184, Newville, PA 17241 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSysterns, Inc. Form Ri-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s)will well and truly administe~te according to law. Sworn to or affirmed and subscribed L~M~ os e~a .~'~"/'~ ~'n~nu ecce before me this_~.l~ay of No. O~ ~' 03 - (~[0 Estateof Theodore ~. GeSman Jr. Social Security No: 1 7 6 - 0 7 - 94 (~ate of Death: Deceased 10/10/2003 AND NOW, ~,~~ 3{ ,~3,~ , in consideration of the Pet t on on the reverse side hereon, satisfactory proof having been presented before me IT IS DECREED that Letters [-~--------~tamentary (~T-~ministration '~~'~ ~~,_~}.O.r~f"~ a~~. (c.t.a.; d.b.n.c.t.a.; po d~l~,te lite; durante abs~ia; d~an~e mino~te) ~ are hereby granted to Rosetta M. Burnette in the above estate and that the instrument(s) dated 12/01/1995 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Short Certificate(s) ..... $ Renunciation ........ $ ~00 .oo '" k,.~ R~gister (:~V~iils r~-~ Attorney: C. Saidis Affidavits ( ) .... $ Extra Pages ( ) .... $ /~. oo I.D. No: 21458 Saidis, Shuff, Flower & Lindsay Address: 2109 Market St. Codicil ........... $ Camp Hill, PA 17011 JCP Fee .......... $ Inventory .......... $ Other ........... $ TOTAL ......... $ Prepared by the Pennsylvania Bar Association Telephone: 717/737-3405 c q¢. oo Copyright (c) 1996 form software only CPSystems, loc, Form RW-1 (1991) dore Geiman Sr. ,, ess~e nenneoerger ~. 18 Mt. Rock Road, SAIDIS, GUIDO, SHUFF & MASLAND 26 w. High Street Carlisle, PA LAST WILL AND TESTAMENT OF THEODORE U. GEIMAN, JR. I, THEODORE U. GEIMAN, JR., of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my just debts and expenses of my last illness and funeral from my estate as soon after my death a~ conveniently may be done. If there be no cemetery lot available for my interment owned by me at the time of my death, I authoriz~ my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefore funds from my estat~ in such amount as he shall consider necessary and desirable, an¢ I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person a~ my personal representative shall designate. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SECOND I give, devise and bequeath my estate as follows: (A) The sum of Five Thousand ($5,000.00) Dollars SAIDIS, GUIDO, SHUFF & MASLAND 26 w. High Street Carlisle, PA together with my walnut grandfather's clock with the moon dial to my niece, ELSIE EAGLE. (B) All the rest, residue and remainder of my estate to my daughter, ROSETTA M. BURNETTE, per stirpes. Provided, however, that should my daughter fail to survive me by thirty (30) days, then I give, devise a~ bequeath all the rest residue and remainder of my estate to my granddaughter, CHRISEY DELANCEY HERR, per stirpes. FOURTH I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwis shall be paid out of the principal of my residuary estate. FIFTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his/her absolute discretion: (a) To retain in the form received, or to sell either at public or private sale any real or personal property; (b) To exercise any options to subscribe for stocks, bonds, or other investments. (c) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; (d) To sell, transfer, convey, mortgage, pledge, SAIDIS, GUIDO, SHUFF & MASLAND 26 w. High Street Carlisle, PA lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in *** sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (e) To make settlements and compromises on such terms as my personal representative in his/her sole discretion may deem wise without the necessity of obtaining any court approval thereof; (f) To make distribution hereunder either in cash or kind, as my personal representative in his/her discretiol may deem wise. SIXTH I do hereby nominate, constitute and appoint my daughter, ROSETTA M. BURNETTE, to act as Executrix, of this my Last Will and Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct the duties of Alternate Executrix be performed by CHRISEY DELANCEY HERR. SEVENTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, THEODORE U. GEIMAN, JR., have hereunto set my hand and seal to this my Last Will and Testament SAIDIS, GUIDO, SHUFF & MASLAND 26 w. High Street Carlisle, PA consisting of four (4) typewritten pages, the first three (3) of which bear my signature in the margin for identification, this day of ~.,~~:~,,. ~( ~heodore-O. Geiman, J Signed, sealed, published and declared by the above-named Testator, Theodore U. Geiman, Jr., as and for his Last Will and Testament in the presence of us, who have hereunto subscribed out names at his request as witnesses thereto, In the presence of said.Test,....~and of each other. SAIDIS, GUIDO, SHUFF & MASLAND 26 w. High Street Carlisle, PA COMMONWEALTH OF PENNSYLVANIA: : SS COUNTY OF CUMBERLAND : WE, THEODORE U. GEIMAN, JR., ROBERT C. SAIDIS , and KANDI L. LENKER , the Testator and witnesses, respectively whose names are signed to the foregoin~ or attached instrument, bein~ first duly sworn, do hereby declare to the undersigned authority that the Testator si~ned and executed the instrument as his Last Will and Testament and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearin~ of the Testator si~ned the Will as witness and that to the best of their knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. iobert~.'~idi~, Witness Kandi L. Lenk~,' / , Witness Subscribed, sworn to and acknowledged before me by Theodore U. Geiman, Jr., the Testator, and subscribed to and sworn or affirmed to before me by ROBERT C. SAIDIS and KANDI L. LENKER witnesses, this//~--'day of , 1995. N~g~ a ry Public~ NOTARIAL SEAL JOAN E. SMITH, NOTARY PUBUC OARLISLF_ 80ROUGH. CUMBERLAND CO., PA MY COMMISSION ~-~<PIRES MARCH 23. 1996 REGISTER OF WILLS OF YORK COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Theodore U. Geiman, Jr. Date of Death: October 10, 2003 WillNo. 21-03- O °//0 Admin. No. To the Register: I certify that notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above- captioned estate on ~ // ,2003. Name Address Elsie Eagle 116 Ridge Hill Road, Mechanicsburg, PA 17055 Rosetta M. Burnette 18 Mountain Road Road, Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Robert C. Saidis, Esquire / 2109 Market Street / Camp Hill, PA 17011 (717) 737-3405 Capacity: X __ Personal Representative Counsel for Personal Representative REV-150,~ EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 D E C E D E N T REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Geiman Jr. Theodore O. DATE OF DEATH (MM-DD-YEAR) 1~/~03 DATE OF BIRTH (MM-DD-YEAR) 08/24/1913 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1. APB 4. RL P=IO 6. bAC ;~TK -ES [] 9. Co" R E C A P I T U L A T I O N C O M T I 0 Odginal Return ~ 247! Limited Estate · Decedent Died Testate (Attach copy of Will) Litigation Proceeds Receivedl I 10. OFFICIAL USE ONLY FILE NUMBER 21-03-0910 COUNTY CODE YEAR NUMBER NAME Robert C. Saidis FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsay TELEPHONE NUMBER i 717,/737- 3405 SOCIAL SECURITY NUMBER 176- 07 - 9493 THIS RETURN MUST BE FILED IN DUPLICA REGISTER OF WILLS SOCIAL SECURITY NUMBER Supplemental Return U 3. t~ nT d~tfd h 5. ~-~[~+~,~ Compromise (date of U~m 12-12- Beqe~ Maintained a Living T~st 0 8. ~py of T~st) Spousal Pove~y Credit I ~ 11. ~f death between 12-31-91 and 1-1-95) COMPLETE MAILING ADDRESS 2109 Market St. Camp Hill, PA 17011 82,000~,~). None 74,530i41 OFFICIAL USE ONLY r~J 0'5" (d~. Remainder Return pn Federal Estate Tax Return Total Number of Safe Depo Election to tax under Sec. 9 (Attach Sch O) (8) 156,530.41 1Real Estate (Schedule A) (1) 2Stocks and Bonds (Schedule B) (2) 3CIDsely Held Corporation, Partnership or (3) Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) 5Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6Jointly Owned Property (Schedule F) (6) [~eparate Billing Requested 7Jnter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8.Total Gross Assets (total Lines 1-7) 9Funeral Expenses & Administrative Costs (Schedule H) (9) liZ)ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11Total Deductions (total Lines 9 & 10) 1;~Jet Value of Estate (Line 8 minus Line 11) 16,264.60 1,118.90 13~haritable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) l~Jet Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 150,mount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) X 16~,mount of Line 14 taxable at lineal rate 133,996.91 X 17Amount of Line 14 taxable at sibling rate X .12 (11) (12) (13) 17,383.50 139,146.91 (14) 139,146.91 .o 0 (15) 0.00 .o 45 (16) 6,029.86 (17) 0.00 180,mount of Line 14 taxable at collateral rate 5,150.00 X .15 (18). 772.50 19rax Due (19) 6,802.36 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREETADDRESS iew Street Carlisle STATE ]PA ZIP 17013 Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) 2C redits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits ( A + B + C ) (2) 6,802.36 3Jnterest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4Jr Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page I Line 20 to request a refund (4) 5Jf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ......................... O C~ b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payments, benefits or care? ................... 2if death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ [---] [~] 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. r~ ~] 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ C_J ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 0.00 6,802.36 0.00 6,802.36 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. .~~~_,E OF PERSON RESPONSIBLE FOR FILING RETURN Rcs etta M. Burnette '-~/~' ~ ~ x ,~_~-~'~Z-~c. 18 Mount Rock Rd., P.O. Box 184 StGNATURE OF ~OT~R THAN REPRESENTATIVE Saidis, Shuff, Flower & Lindsay / ~ 2109 Market St. For datas of death on or a~or Ouly 1, 1 ~4 and ~oforo ~anua~ 1, 1 ~5, tho ~x rata imposod on tho not value of transfers to or ~or tho uso of tho su~ivin~ spouse is ~% [72 ~.S. ~ 1~ (a) (1.1) 0)]. For dates of death on or a~or ~anua~ 1, 1 ~5, the tax rote imposed on the net value [72 ~.8. ~1 ~ {a) (~.~) (ii)]. lhe statute do~s not exempt a transfer to a su~ivin~ spouoo from tax, and the statuto~ requirements for disclosure o[ assets and fiHn~ a tax return are still applicable oven if tho su~ivino spouse is tho only For dates of death on or a~r ~uly ~, 2000: The tax rata imposed on tho not valuo of transfers from a decoaseq child ~on~-ono g~ars of a~o or youn~or at death to or for tho uso o~ a natural parent, an adoptivo parent, or a stoppamnt o[ tho child is 0% [72 ~.S. ~ ~ (a) (~ .2)]. The tax rata imposeq on tho n~t value of transIors to or for tha uso of tho decedent's lineal bonoficiades is 4.5%~ except as noted in 72 ~.8. ~1 ~{~ .2) [7~ ~.8. ~ The tax rat~ imposed on tho net value of transfers to or for tho uso of tho decodont's si~lin~s Section ~102, as an individua~ who has at laast one parent in common with the decoOont, whether by blood or adoption. ..................... , ........ ,,, ~, =~u~=, ~ ..... ,.~ Fo~ REV- 1500 EX (Rev. 6-00) REV-1502 EX + (1-97) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Theodore U. Geiman Jr. SS# 176-07-9493 10/10/2003 21-03-0910 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with ri~lht of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 26 Fairview Street, South Middleton Township, Carlisle PA 82,000.00 (value based on appraisal-see attached) TOTAL (Also enter on line 1, Recapitulation) $ 82,000.00 (If more space is needed, insert additional sheets of the same size) ....................................... ,.~ Form REV-1502 EX (Rev. 1-97) REV-1508 EX + (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Theodore U. Geiman Jr. SS# 176-07-9493 10/10/2003 21-03-0910 Include the proceeds of litigation and the date theproceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 4 6 7 8 9 10 11 12 13 M&T Bank, CD #31003914578687 accrued interest M&T Bank, savings account #1124429 accrued interest Citizens Bank, checking account #6100875598 Wachovia Bank, savings #3083379435016 accrued interest Wachovia Bank, CD account #247412061818311 accrued interest 1991 Olds Cutlass automobile (based on appraisal) 1960 Ford Thunderbird, partially restored (based on appraisal) Comcast, refund Progeny, refund of unused premium Carlisle Regional Medical Center, refund Walnut Grandfather's Clock Household furnishings (based on sale prices - see attached) Legionaire Insurance Trust, refund of cancer policy premium 10,025.64 4.12 10,109.61 1.17 17,923.21 10,070.28 0.54 10,254.89 16 31 2,425 00 11,980 00 9 03 16 50 55 70 150 00 1,468 50 19 91 TOTAL (Also enter on line 5, Recapitulation) $ 74,53 0.41 (If more space is needed, insert additional sheets of the same size) Form REV-1508 EX (Rev. 1-97) REV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Theodore U. Geiman Jr. SS# 176-07-9493 10/10/2003 21-03-0910 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 5. 6. 7. :UNERALEXPENSES: Hoffman Roth Funeral Home Carlisle Memorial - engraving Funeral meal Death notices ~,DMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: Attorney's Fees Saidis, Shuff, Flower & Lindsay 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 Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees OtherAdministrativeCos~ Cumberland Law Journal, estate notice The Sentinel, estate notice S.W. Barrett Real Estate Appraisal Service change locks on house Costs incurred in sale of personal property Commission 513.97 Refuse disposal 200.00 Bank fees waived 7,699.00 125.00 293.28 10.31 6,650.00 240.00 75.00 119.21 275.00 15.03 713.97 48.80 TOTAL (Aisc enter on line 9, Recapitulation) $ 16,264.60 (If more space is needed, insert additional sheets of the same size) ............ ~aa., .... ~* ........ ,,, c~mq.,.tom. ,.¢ Form REV-1511 EX (Rev. 1-97) REV-1512 EX + (1-97) SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Theodore U. Geiman Jr. SS# 176-07-9493 10/10/2003 21-03-0910 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT PPL electric utilities Sprint, phone bill CPO2 Billing Center, medical expense Aero Energy, fuel oil at house South Middleton Twsp. Muni. Auth., water 278.81 126.85 100.00 574.24 39.00 TOTAL (Also enter on line 10, Recapitulation) $ 1,118.90 (If more space is needed, insert additional sheets of the same size) Fomn REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERTTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Theodore U. Geiman Jr. SS~ 176-07-9493 10/10/2003 21-03-0910 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. II. TAXABLE DISTRIBUTIONS linclude outdght spousal distributions, and transfem under Sec. 9116(a)(1.2)] Elsie Eagle 116 Ridge Hill Rd. Mechanicsburg, PA 17055 Rosetta M. Burnette 18 Mount Rock Rd., P.O. Newville, PA 17241-0184 Box 184 niece daughter 5,000.00 and clock at valued at 150 res idue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 181 AS APPROPRIATET ON REV 1500 COVER SHEET ~ION-TAXABLE DISTRIBUTIONS: ~,. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE :L CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) r,~,,,s~s. ,~ onnn~ .... ~ ........ I,, mba I ~'nc~r ~ ..... Inn Form REV-1513 EX (Rev. 9-00) .~AIDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle, PA LAST WILL AND TESTAMENT OF THEODORE U. GEIMAN, JR. I, THEODORE U. GEIMAN, JR., of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my just debts and expenses of my last illness and funeral from my estate as soon after my death ag conveniently may be done. If there be no cemetery lot available for my interment owned by me at the time of my death, I authoriz~ my personal representative to Purchase such cemetery lot with a contract for perpetual care, using therefore funds from my estat~ in such amount as he shall consider necessary and desirable, I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person at my personal representative shall designate. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SECOND I give, devise and bequeath my estate as follows: (A) The sum of Five Thousand ($5,000.00) Dollars :AIDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle, PA together with my walnut grandfather's clock with the moon dial to my niece, ELSIE EAGLE. (B) Ail the rest, residue and remainder of my estate to my daughter, ROSETTA M. BURNETTE, per stirpes. Provided, however, that should my daughter fail to survive me by thirty (30) days, then I give, devise an~ bequeath all the rest residue and remainder of my estate to my granddaughter, CHRISEY DELANCEY HERR, per stirpes. FOURTH I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwis shall be paid out of the principal of my residuary estate. FIFTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his/her absolute discretion: (a) To retain in the form received, or to sell either at public or private sale any real or personal property; (b) To exercise any options to subscribe for stocks, bonds, or other investments. (c) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; (d) To sell, transfer, convey, mortgage, pledge, :AIDIS, GUIDO, SI-IUFF & MASLAND 26 W. High Street Carlisle, PA lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in *** sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (e) To make settlements and compromises on such terms as my personal representative in his/her sole discretion may deem wise without the necessity of obtaining any court approval thereof; (f) To make distribution hereunder either in cash or kind, as my personal representative in his/her discretio] may deem wise. SIXTH I do hereby nominate, constitute and appoint my daughter, ROSETTA M. BURNETTE, to act as Executrix, of this my Last Will and Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct the duties of Alternate Executrix be performed by CHRISEY DELANCEY HERR. SEVENTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, THEODORE U. GEIMAN, JR., have hereunto set my hand and seal to this my Last Will and Testament consisting of four (4) typewritten pages, the first three (3) of which bear my signature in the margin for identification, this '~Theodore U. Geiman, Signed, sealed, published and declared by the above-named Testator, Theodore U. Geiman, Jr., as and for his Last Will and Testament in the presence of us, who have hereunto subscribed names at his request as witnesses thereto, In the presence of said Te~o%and of each other. ,''~/~'- ADDRESS ~-~ iAIDIS, GU[DO, SHUFF & MASLAND 26 W. High Street Carlisle, PA ;AIDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle, PA COMMONWEALTH OF PENNSYLVANIA: : SS COUNTY OF CUMBERLAND : WE, THEODORE U. GEIMAN, JR., ROBERT C. SAIDIS , and KANDI L. LENKER , the Testator and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the Testator signed the Will as witness and that to the best of their knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Theod6~$ L~.~ 'G~iman, Jr..//" ~obeT7 .'-S~idi ~, Wi tness Kandi L. Lenk~, ' / , Witness Subscribed, sworn to and acknowledged before me by Theodore II. Geiman, Jr., the Testator, and subscribed to and sworn or affirmed to before me by ROBERT C. SAIDIS , and KANDI L. LENKER witnesses, this /~--'day of .C:f.~d,~-~-(_~ , 1995. DeHart's Auction Service 1554 Holly Pike Carlisle, PA 17013 717-258-5858 Automobile Appraisal 1991 Oldsmobile 88 Brougham with 52,000 miles, four doors has a fair market value of $2,425. DeHart's Auction Service 1554 Holly Pike Carlisle, PA 17013 717-258-5858 Automobile Appraisal 1960 Ford Thunderbird convertible in #2 rated condition with a rebuilt motor, new top, and new recovered seats has a $11,980 value. Wachovia Bank N.A. Balance Confirmation Services P O Box 40028 Roanoke, VA 24022-7313 Reference D: 767825 December 5, 2003 SAIDIS SHUFF FLOWER & LINDSAY 2109 MARKET STREET CAMP HILL, PA 17011 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: Customer: THEODORE U GEIMAN (SSN# 176-07-9493) Date of Death: October 10, 2003 Account Type Deposit Account Information Account Date of Death Average Date Maturity Interest Accrued YTD Number Balance Balance* Opened Date Rate Interest Interest Paid Date Closed CERTIFICATE OF DEPOSIT 247412061818311 LEGAL TITLE: THEODORE U GEIMAN $10,254.89 8/19/2002 8/19/2004 2.32 $16.3I $177.05 SAVINGS 3083379435016 LEGAL TITLE: THEODORE U GE1MAN JR CLOSING BALANCE: $10072.06 $10,070.28 1/2/1950 $0.54 $15.00 11/13/2003 * Due to system limitations, we can only provide a twelve month average balance on depository accounts. * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were e during that time period. i~Brend~ Servicenter Associate Phone: (540)563-7323 ubs;is 0000 0006~ DEC 0 5 2003 December 2, 2003 Law Offices Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 499 Mitchell Street, Millsboro, DE 19966 Estate of Theodore U. Geiman Jr. Date of Death: October 10, 2003 Social Security Number: 176-07-9493 Dear Mr. Saidis: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type ........................... Certificate of Deposit Account Number. ...................... 31003914578687 Ownership (Names oJ) ............... Theodore U. Geiman Jr. Opening Date ........................... 08/29/97 Balance on Date of Death. ......... $10,025.64 Accrued Interest $ 4.12 Total. ...................................... $10,029.76 2. Account Type ........................... Savings Account- Account Number. ...................... 21000001124429 Ownership (Names o.0 ............... Theodore U. Geiman Jr. Opening Date ........................... 11/08/93 (account closed 11/13/03) Balance on Date of Death_ ......... $1 O, 109.61 Accrued Interest $ 1.17 Total ....................................... $10,110.78 Sincerely, Charlene Warrington, Associate I (302) 934-2722 525 William Pcm~ Place Suite 153-2510 December 2, 2003 SADIS SHUFF FLOWER & LINDSAY 2 t 09 MARKET STREET CAMPItlLL, PA 17011 Estate of THEODOi~:; U GEIMAN Date of Death: Oc! 1 O. 2003 SSN: 176-0%9493 Dear Si~/Madam: In accordance with your request, thc attached informa!ion sheet has h~:tm provided in thc above de:cedent's name as of his/her date ol death. For IL or LC accounts, contact cur Loan Dcparlmcm ai 1-800-708-6680. For ali o~her inquir/es, please call 412-867 3858. Sincerely, Jonathan Stroud Operations Services CITIZENS BANK Account Number '~ 100'~75598 Account Title .................. :- -': Dat~ Opened .............. _. ~heck)~D .................. Account Tzpe Principal Balance as of DOD -~xteresl from Last Posting lo DOD Account Balance as of'DOD__ _ ~ ....... YTD Interest to DOD ......... 5!7923_21 $'~2.07 TOTAL DEHART': E: ALJCT'.r Or',l .1_ ,~,.:~,,..~,._~-~r'i~ v. I::' :[ I.-'.':E C A R L.. I S L E:, I:::'A 17 E113 '717- ;:.=i c; _. = p ,:= c '71 ................... ~... -~±: F;OSETT'A BL RNETTE '7 t '7-776-.-?' .i. 68 Page: 4 5486 ES'T'A]"E OF THEODORE GEIFtAN 18 MOUNT ROCK RD pr' BOY 1~'.~, NEWVILL. E PA 1'7241 Ite,~ Description Price Qty Total .... SEW I NG M[::I[::I.-I t NE C,~..I,.., ]. I,JE. t 1 10, 00 - RiED TABI_F' 1. .- C R i B i :[. 00 -' BE:LT EXEFoZ:iSER ':~.*.~. Not sold -' COHPLE]"E BEDROC]M SLJ]:T'E 1 400. 00 '- E:~RI:'ET STEAMER *** Not so].d *** - LRHc>c, GLASS STAND 1 i.00 .... L.~,~.L., SHELF 1 O.5~ZE~Z .... ~..";'F¢''_, DEf"':F ....... [::;I I j' "['E: :~.. .... .... Ntt. ~old._ **~. - DINETTE SET I t .... BLJF F'E~T'T' t 5. 00 - 5PC DZi'qET'TiE SE]" i 3'7.50 - E:H i i'4A CAB i NET t c:'"'=.~, 00 '-- I_AMP 1 30. 00 - FLAG CHOICE: 20.00 2 40. 00 _ ¢"'- ~_.~ ,::: c: T Ci F: - ' ........... L) R A WEE R E; 1 .... DRESSER W/MIRROR I 1.00 .__ i"*! i'-i[-,~' .......... ', *** Not sold * - CL_ 02 K i 5. 00 - NARDF~OBE ~ 8. 00 -' STAND 1 d,~,.' 00 .... ~ t ,.,,.. S T A N D 1 1.5 .... E:OF:FEE TABLE ~'** Not sold *** -- STEP =,1 RI,lDo ! I. 00 .... BLK CHE:ST OF: DRAWERS ! 2. 00 · '- S]"EREO S-t"RND i 1. 00 · -- BO3K SHEL. VES i 5,, · - iELEC'['RiC ORGAN i 0. 5000 ..~u, ,1,1 :.,-., SHELF' 1 0. 5000 - 2; hlET~t_ SHELVES 1 1.00 ..... TE RPiEDE I_RMI::' 1 1.00 ..... [::,j: ..... r-, o~.. ....... : 1 1 ,, 00 - LAST SUPPlEI:;: I::' ]Z C:'T'L!i:;:tE I 0. 5E C o in in .i. s s ]. o n a t ,.3:5.00 El % 'Thar~k, you for c. hoosing Del.-lar. t~ s ;:::iuc. tion Servic. e S.W. BARRETT REAL ESTATE & APPRAISAL SERVICES F~e No. 03-1069 APPRAISAL OF LOCATED AT: 26 Fairview Street Carlisle, PA 17013 FOR: Saidis, Shuff, Flower & Lindsay 26 West High Street Carlisle, PA 17013 BORROWER: GEIMAN, Theodore U, Jr. (Estate) AS OF: October 10, 2003 BY: Stan A. Skowronek Certified Residential Appraiser 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES File No. 03-1069 11/04/2003 Saidis, Shuff, Flower & Lindsay 26 West High Street Carlisle, PA 17013 File Number: 03-1069 In accordance with your request, I have personally inspected and appraised the real property at: 26 Fairview Street Carlisle, PA 17013 The purpose of this appraisal is to estimate the market 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 estimated market value of the property as of October 10, 2003 is: $82,000 Eighty-Two Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final estimate of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, Stan A. Skowronek Certified Residential Appraiser 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 3tion SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 03-1069 )erty Address 26 Fairview Street Legal Description Deed Book t55, page 322 Assessor's Parcel No, 40-22-0119-013 City Carlisle State PA ZipCode 17013 County Cumberland Tax Year 03/04 P.E. Taxes $ 916.00 Special Assessments $ N/A Borrower Theodore Current Owner Same Occupant: ~ Owner L~ Tenant Leasehold ~] Condominium/HUDIVA only) HOA$ hborhood or Project Name South M iddleton Twp Map Reference 22-0119 Census Tract 0125.00 Sale Price $ N/A Date of Sale N/A Description and $ amount of loan charges/concessions to be paid by seller N/A Lender/Client Saidis, Shuff, Flower & Lindsay Address 26 West High Street, Carlisle, PA '17013 )raiser Start A. Skowronek Address '126 North Hanover Street~ Ca~lisle~ PA 17013 t $ (000) (yrs) One family 70% [] Not likely E~ Slow [] Owner 95 l 60 Low New 2-4 family 0% E~ Declining E~) Tenant /~ High ~ Multi-family 0% ~ Ove~supp¥ E~ Vacant(0-5%) / Predominant Commercial 10-~---~-/o [~) Over 6 mos. [~] Vac,,,(o,.¢SO/o) / 100 I 50 :Vacant) 20% [X~ Vacan NIA /Mo. Land use change Built up E~ Over 75% [] 25-75% Growth rate [~ Rapid ~) Stable Property values [~ Increasing E~ Stable Demand/supply E~ Shortage [] Inbalance Under 3 mos. [] 3-6 mos. [] Likely [] In process To: Residential Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: Subject is bounded on the north by Interstate 76, on the east by Trindle Rd, on the south York Rd and on the west by Spring Rd. Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): There are no adverse factors to affect marketability of subject. Diverse stable employment and all supporting amenities are within easy driving distance. SMSA 3240 Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time - such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, otc.): sales records and MLS statistics show a steady, moderate increase in property values over the past year. Average marketing time of 80-100 days shows a good balance of supply and demand. Few sales and financing concessions are needed in the neighborhood. Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? L.J YES L_.J No Approximate total number of units in the subject project NIA Approximate total number of units for sale in the subject project N/A Describe common elements and recreational facilities: N/A Dimensions See legal description Site area .61 Acre mil Corner Lot [] Yes [~ No Specific zoning classification and description Industrial District Zoning compliance E~ Legal ~ Legal nonconforming (Grandfathered use) [~ Illegat [] No zoning ihest & best use as improved: [] Present use [~ Other use (explain) Utilities Public Other / Off-site Improvements Type Public Private Electricity [~ I Street Macadam [] [] Gas E~ Propane(Cook) Curb/gutter None [~ [] Water [] Sidewalk None [~ [~ Sanitary sewer [] Streetlights None E~ [] Storm sewer [] Topography Size Shape Drainage View Landscaping Driveway Surface Apparent easements Alley None [] [~ Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): There are no )arent adverse easements, encroachments or other adverse conditions. NOTE: The subject is located in a row of residential homes in the industrial zoning and the highest and best use presently remains residential Slightly Sloping Typical for area Irregular Appears adequate Residential Averaqe Stone/Macadam None Apparent FEMA Special Flood Hazard Area E~ Yes [] No FEMA Zone X Map Date 01/05/1996 FEMA Map No. 420371 0010C GENERAL DESCRIPTION No. of Units 1 No. of Stories 1 Type (Det./Att.) Detached Design (Style) 1 Story Existing/Proposed Existinq EXTERIOR DESCRIPTION Foundation Stone/ConE Exterior Walls Alum. Roof Surface Asphalt Gutters & Dwnspts. Aluminum Window Type Wood Frame FOUNDATION Slab None Cra,M Space None Basement Partial Sump Pump None Dampness None Obs. BASEMENT _ Area Sq. Ft. % Finished Ceiling Walls Floor 220 0% Open Joist Stone/ConE D irt* INSULATION Roof __ Ceiling __~ Walls Floor None Age (Yrs.) 63 15-20 ROOMS Basement Level 1 Level 2 Finished area above grade contains: Storm/Screens Yes Manufactured House No Dining I Kitchen 1 I 5 Rooms Settlement None Obs. Outside Entry Yes Unknown Den ~:fmeiSl~n. NR°enc.eRmQbS.Bedroor~sUt ~iBeatShson concrete I Laundry Other 2 I I Sitting 2 Bedroon- s); 1 INTERIOR Materials/Condition Floors Carpet/Vinyl Walls Drywall/Panel Trim/Finish Wood Bath Floor Carpet Bath Wainscot CerTile/DW Doors Hollow Core HEATING KITCHEN EQUIP. Refrigerator ~ Range/Oven [] Disposal [] Dishwasher E~ Fan/Hood E~ Microwave [] Type FHA Fuel Oil ConditionAvg COOLING Central Yes Other None ATTIC None Stairs Drop Stair Scuttle Floor Heated Avera( e Condition ConditionAvq Washer/Dryer L--'] Finished Bath(s); AMENITIES PatioFireplace(s) Deck Porch Encl./Cov'd Fence Pool 896 896 Square Feet of Gross Livinc~ Area CAR STORAGE: None [] Garage # of cars Attached Detached 2 Built-In Carport Driveway 6/Stn/M Additional features (special energy efficient items, etc.): Front covered porch. Rear enclosed porch. Storaqe sheds. NOTE: Existing single wide mobile home on the property is not valued herein. It is used solely for storaqe and unsafe to inhabit. Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: Improve ments are in average condition with no physical or functional inadequacies apparent. Adverse environmental conditions (such as. but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of the subject property: No adverse environmental conditions are apparent/disclosed. Freddie Mac Form 70 6-93 PAGE 1 OF 2 Fannie Mae Form 1004 6-93 Produced us ng AC[ ~[~ftware 800,2348727 www aciweb com Valuation Section SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 03-1069 ESTIMATED SITE VALUE ........................... = $ 22~000 ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: Dwelling 896 Sq. Ft. @ $ 60.00 = $ 53,760 Bsmt. 220 Sq. Ft. @$ 12.00 = 2,640 )etches = 10,000 Garage/Carped 480 Sq. Ft. @ $ 22.00 = 10,560 Total Estimated Cost New ................ = $ 76,960 Less Physical I Funcfional External Est. Remaining Econ. Life: Depreciation $17,500I$0 $0 : $ 17,500 Depreciated Value of Improvements ................... = $ 59,460 "As-is" Value of Site Improvements ................... = $ 3~000 INDICATED VALUE BY COST APPROACH ............ $ 84~ 00 ITEM I SUBJECT COMPARABLE NO. 1 26 Fairview Street 659 Hamilton Street Address Carlisle Carlisle Data and/or Inspection MLS/Courthouse Records Verification Sources Courthse Rec VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION { * (.) $ Adluslmenl Location Suburban Suburban ; Suburban Leasehdd/FeeSirn~e Fee Simple Fee Simple ! Fee Simple Site .61 Ac/Av9 .17 Ac/Avq I 1,500 .26 Ac/Avg View Residential Residential ,~ Residential 1 Story/Avg 1 Story/Avg i 1 Story/Avg , of Cons~uctbnAverage Average I Average e 63 Years 51 Yrs ; 68 Yrs Condition Average 'Average , Above Grade Tote) ~1 6drm$ iI Baths To{a~ 'r Bdrms I §alhs RoomCount 15 51 2: 1.00 5,, 2: 1.00 1 896 Sq. Ft. 840 Sq. Ft. i 840 1,340 SqFt. Basement & Finished Partial Bsmt/ Full Bsmt/ ' , Full Bsmt/ Rooms Below Grade Unfinished Unfinished , Unfinished Functional Utility Average Average ' Average FHA/CA HWBB/CA : FHNNone Efficient Items Typical Typical I Typical 2 Car Garaqe Carport ,, 4,000 None Porch, Patio, Deck, Porches Porch/ ', Patio I Fireplace -~nce, Pool, elc. Storage Bldgs None ,, 2~000 Storage Bldgs ' Comments on Sales Comparison (including the subject property's compatibility to the neighborhood etc. ): $83,000. ' Comments on Cost Approach (such as, source of cost estimate, site value, square foot calculation and for HUD, VA and FmHA, the estimated remaining economic life of the property): Cost new from Marshall Swift Valuation Service Handbook and local cost analysis. Land value from Market Data Comparison. Depreciation based on age life observed condition and Market Data Analysis. Estimated Remaininq Economic Life is 40-45 Years. COMPARABLE NO. 2 1016 Harrisburg Pike Carlisle 77,000 MLS/Courthouse Records DESCRIPTION { ~' (-) $ Adjustmenl 1,000 Ave, rage, _TotalI Bdrms i Baths 5: 2', 1.00 -6,660 3,000 5,000 3,000 COMPARABLE NO. 3 944 Cavalry Street Carlisle 1.9 MI NW MLS/Courthouse Records DESCRIPTION J + (-) $ Adjustment None, Cony DOM 12 , 0412512003 ' Suburban 1~000 Fee Simple .26 Ac/Avq Residential i1 Story/Avg Average 36 Yrs Average TotalI Bdrms 'l Baths 5: 3: 1.00 1,040 Sq. Ft. Full Bsmt/ Unfinished -2 160 Average , EBB/None I 3,000 Typical l Carport , 4,000 None I 4,000 None , 2,000 5,340 ~ + []. $ 11,840 Indicated range of value is $80,000 to Surplus acreage adjustments are made at $3,000/acre. Lack of suitable comparables within the subjects immediate uired an expanded search area. These are the best sales comparables known to be available. ITEM ~ SUBJECT COMPARABLE NO. 1 Date, Price and Data J 04/02/9--7~ -- COMPARABLE NO. 3 Source for prior sales ~$1.00 None ~None None [Courthouse Courthouse JCourthouse Courthouse Analysis of any current agreement of sale, option, or listing of the subject propedy and analysis of any prior sales of subject and comparables within one year of the date of appraisal: )rior sales within the past 36 months. Comparables have not transferred within the past 12 months. INDICATED VALUE BY SALES COMPARISON APPROACH · INDICATED VALUE BY INCOME APPROACH (If Applicable) ..................................................... $ 82,000 Estimated Market Rent $ N/A /Mo. x Gross Rent Multiplier N/A = $ N/A I This appraisal is made ~ "asis" [~ subjedtetherepairs, allerations, inspedions or conditions listed below [] subject to complefion per plans and specifications. ConditionsofAppraisal: The rop_Lg_p~rt~ has been a_]~praised in current condition. This a_Bpraisal is for client onl_yL, nontransferable. See attached addendum. Final Reconciliation: Cost and Market Analysis consistentlv_s_gjAports the estimated market value. GRM analysis was found 3riateforthisanal~(sis. Greatest w~lied to the Market DataAna~fileinformation substantiates these estimates. The purpose of this appraisal is to estimate the market value of the real property that is the subject of this repeal, based on the above conditions and the cedit'~::ation, contingent and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/Fannie Mae Form 10046 (Revised 6~93 I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) T~ 82,00~0 [---~ Signature -..~.~'~_~J,,.j~,, .. ~ ~ r~ '~' .~ ~ / / I blgna[ure · /. / Name Start A. Skowronek Name Sloven W. Barrett, SRPA, SRA . Date Report Signed11/05/2003 Date Report Signed 11/05/2003 ' State Codification # RL-001572-L State PA State Ceflification # GA-000298-L Or State License # State Or State License # RB-026921-A ~,*adi, M~:F~rn?0 r~93 Certified Residential Appraiser 10/10/2003 ~Did E~Did Not Inspect Properly State PA PAGE 2 OF 2 Produced u~ing ACI Software, 8002348727 ~ aciweb.¢om Steven W. Barrett R.E. Appr. Svc. State PA Certified General Appraiser Fannie Mae F0rm 1004 6-93 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003590 MENDELSOHN AMY J 1 SOUTH MARKET STREET PO BOX 1146 HARRISBURG, PA 17108-1146 ........ foio ESTATE INFORMATION: SSN: 033-18-2322 FILE NUMBER: 2103-0091 DECEDENT NAME: HESS FLORENCE FURFEY DATE OF PAYMENT: 02/20/2004 POSTMARK DATE: 02/1 9/2003 COUNTY: CUMBERLAND DATE OF DEATH: 01 / 18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,802.36 TOTAL AMOUNT PAID: $6,802.36 REMARKS: SEAL CHECK# 1015 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003591 SAIDIS ROBERT C 26 W HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN. 176-07-9493 FILE NUMBER: 2103-091 0 DECEDENT NAME: GEIMAN THEODORE U JR DATE OF PAYMENT: 02/20/2004 POSTMARK DATE: 02/19/2003 COUNTY: CUM BERLAN D DATE OF DEATH: 10/10/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 86,802.36 TOTAL AMOUNT PAID: $6,802.36 REMARKS: ...... SEAL , CHECK//1015 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF /ND/VZDUAL TAXES TNHERTTANCE TAX D/VXSTON DEPT. 280601 HARRTSBURG, PA 17128-0601 ROBERT C SAIDIS SAIDIS ETAL 2109 MARKET ST CAMP HILL '04 &PR 14 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE Oq-lZ-ZOOq ESTATE OF GEIHAN JR DATE OF DEATH 10-10-2003 FILE NUMBER 21 03-0910 COUNTY CUMBERLAND ACN 101 I Amount Remitted REV-154? EX AFP THEODORE U MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GEIMAN JR THEODORE U FILE NO. 21 05-0910 ACN 101 DATE Oq-lZ-ZOOq TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (ScheduXe B) (2) $. Closely HeXd Stock/Partnership Interest (Schedule C) (5) q. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. PersonaX Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. TotmX Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11, Total Deductions 12. Net Value of Tax Return 8Z~O00.O0 .00 .00 .0O 7q/SSO.ql .00 .O0 (8) 16,26fi.60 1,118.90 (11) (12) 15. NOTE: ASSESSHENT OF TAX: 15. Amount of Line lfi at Spousal rate 16. Amount of Line lq taxable mt Lineml/CXass A rate 17. Amount of Line lq et Sibling rate 18. Aeount of Line lq taxable at Collateral/Class B rate Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Net Value of Estate Subject to Tax (lq) I'P an assesseent ~as issued previously, lines 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIt' m DISCOUNT INTEREST/PEN PAXD (-) DATE NUMBER (15), .00 X O0 = (16) 15:5,996.91 X 0~.5= (17). .00 X 12 = (18) 5,150.00 x 15 = (19)= AMOUNT PAID PAYMENT MUST BE MADE BY 07-10-ZOOq~. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. TOTAL TAX CREDIT I I BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 156,550.ql 17.~83.60 159,1q6.91 .00 159,1q6.91 18 and 19 will ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CA), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR /NSTRUCTIONS.) .00 6,802.56 .00 6,802.56 .00 6,029.86 .00 772.50 6,802.56 RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY:** INTEREST: Estates of decadents dying on ar before December lZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for 1ifa or far years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (7Z P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF #ILLS; AGENT A refund of a tax credit, ahich was not requested on the Tax Return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Nills, any of the 25 Revenue District Offices, or by calling the special Zq-hour answering service for fores ordering: 1-800-56Z-ZO50; services for taxpayers with special hearing and / or speaking needs: 1-800-6qT-30ZO (TT only). Any party in interest not satisfied with the appraisement, alloaanca; or disalloeance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (603 days of receipt of this Notice by: --written protest to the PA Department of Revenue; Board of Appeals, Dept. 281021; Harrisburg, PA 171Z8-1021; OR --election to have the matter determined at audit of the account of the personal representative; OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-060! Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lSD1) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the dacedant's death, a five percent (SI) discount of the tax pald is allowed. The 157, tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before danuary 18; 1996; the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the saaa manner and in the the saaa time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death; to the date of payment. Taxes which became delinquent before danuary 1, 198Z bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .000166. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO6 ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor ~ ~ .OOOSq8 1988-1991 117. .OO05Ol 1985 16Z . O00~3D 1992 9Z .0002~7 1986 117. .000'~01 1993-199~ 72 .00019Z 1985 ISZ .000356 1995-1998 9Z .000267 1986 102 .000276 1999 77, .00019Z 1987 ZOZ .00027¢ ZOOO 7Z .00019Z --Interest is calculated as follows: iNTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor 2001 9Z .O00Zq7 2002 6Z .000166 2003 57, .000157 ZO0~ 6Z ,000110 X NUNBBR OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is sade after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF TNDZVZDUAL TAXES ZNHERTTANCE TAX DTVZSZON DEPT. 280601 HARRISBURG, PA 171Z8-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TNHERZTANCE TAX STATEMENT OF ACCOUNT REV-I~07 EX ~FP COl-OS) ROBERT C SAIDIS SAIDIS ETAL 2109 HARKET ST CAHP HILL ~:=,,~- BATE 0~-1Z-2004 i:i? ESTATE OF GEIMAN JR DATE OF DEATH 10-10-2005 FZLE NUHBER 21 05-0910 '04 APR 26 ? 1q~.I~TY CUMBERLAND ACN 101 PA 17011 Amoun'l: RemJ. J:'l:ed THEODORE U HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF NILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~:he upper por~Aon of ~his form wi~:h your ~ax payment. CUT ALONG THIS L'rNE ~ RETAIN LOWER PORTTON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) -~ INHERITANCE TAX STATEHENT OF ACCOUNT ESTATE OF GEIMAN JR THEODORE U FZLE NO. 21 05-0910 ACN 101 DATE 0R-12-200~ THIS STATENENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NANED ESTATE. SHO#N BELO# TS A SUNHARY OF THE PR/NC/PAL TAX DUE, APPLTCATTON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, 'rF APPLTCABLE, A PROJECTED TNTEREST F/GURE. DATE OF LAST ASSESSNENT OR RECORD ADJUSTNENT: 04-12-200~ PRINCIPAL TAX DUE: .......................................................................................................................................................................................................................... PAYNENTS (TAX CREDITS): 6,802.$6 PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 02-19-2004 CD005591 .00 6,802.$6 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATZON OF ADDZTZONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' TOTAL TAX CREDTT 6,80Z.$6 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE STDE OF THZS FORH FOR ZNSTRUCTZONS. } PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF #ILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND ECR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-131$). Applications are available at the Office of the Register of NiIls, any of the Z3 Revenue District Offices or from the Department's Zq-hour answering service for fores ordering: 1-800-36Z-ZOSO~ services for taxpayers with special hearing and / or speaking needs: 1-800-4qT-30ZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three ($) calendar months after the dscedent's death, a five percent (SZ) discount of the tax paid is allowed. PENALTY: The iSZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency) or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .000548 1988-1991 llX .000301 gOOl 9X .000Z47 1983 16Z .000438 199Z 9Z .000247 ZOOZ 6Z .000164 1984 112 .000301 1993-1994 72 .00019Z 2003 52 .000137 1985 132 .000356 1995-1998 92 .000247 2004 4X .000110 1986 102 .000274 1999 72 .O0019Z 1987 92 .000247 ZOO0 8Z .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELTNI~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sho~n on the Notice, additional interest must be calculated. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Theodore U. Geiman, Jr. Date of Death: October 10, 2003 Will No. 21-03-0910 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X ; No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes ; No X b. The separate Orphans' Court No. the personal representative's account is: (if any) for c. Did the personal representative state an account informally to the parties in interest? Yes X ; No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Name: Robert C. Saidis, Esquire I.D. No. 21458 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: Personal Representative ~' ! ' X Counsel for Personal Representative