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Home My WebLink About12-04-08 J 1505607121 _ REV-1500 EX 06 05 ( - ) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box zaosot INHERITANCE TAX RETURN Hamsbura PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 0 1 0 5 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 0 9 0 7 2 0 0 8 0 2 0 4 1 9 3 1 Decedent's Last Name Suffix Decedent's First Name MI M O R R I S O N B E V E R L Y A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffx Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ^X 1. Original Return 4. Limited Estate ® 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received tESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number E S Q U I R E 7 1 7 2 4 9 2 3 5 3 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CO Name R O G E R B I R W I N, Firm Name (If Applicable) I R W I N & M c K N I G H T First line of address 6 0 W E S T Second line of address city or Post office C A R L I S L E Correspondent's a-mail address: 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) REGISTER OF WILLS USE ONLY N /1 4 d O ` ~ n r ~ c ~ ~ ~ I (,,i r ~;, 7'', ~ L7 C7 - C~`.' • ~"r ,-~ r. ~ ~ P O M F R E T S T R E E T e. Dedaration of preparer other Nan the { RESPONSIBLE FOR FILING RETURN State ZIP Code L P A 1 7 0 1 3 hedules and statements, and to the best o' based on all information of which preparer r `: ,. . 12lylz 5 MEMORY LANE ENOLA PA 17025 SIGNATURE'pF PREPARER OTI-I~R THAN _REARESENTATIVE DATE ~ _ 60 W PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 1505607121 J r 'C22Lp95O5'C 'C22Lp95OS'C Z aP!S J ~ s~j ~c~'~~ 1N3WAtld213A0 Ntl d0 ONfld321 tl ONIlS3f1b3N 321tl f1OA dl ltlAO 3Hl NI llld 'OZ ............................................... anO xel '6t h 2' p fi 2 9 st O p . p St p p• p gt' X ales Iwalelloo to ~ gt algexel bt aul~;o lunowy p p p Lt p p p Zt' X ales 6ullq!s le ' algexel qt aul~;o lunowy LL h 2 p h 2 9 st 9 h L h h 9 E '[ gb0 X ales leaull le ~ gt algexel bt awl;o lunowy p p • p gt p p• p O'X(Z't)(e) g t tg ~oag ~apun spa;sued ~o 'ales xel lesnods ayl le algexe34t au!l;o lunowy 'SL S31tla 3l9tlOllddtl 2104 SNOIlOfR11SNl 33S • NOIltllf1dWO0 Xtll ' bt (Et aul~ snulw Zt aull) xel of 7oafgng amen 3aN 'bt 9 h C h h 9 E '[ '£t ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ U alnpayog) apew uaaq lou sey xel of uopoala ue yolym ~o; sisml E t t6 aag/slsanbag leluawwanoO pue algelpey~ 'E L 9 h 'L h h 9 E 2 .. zt ...................... (tl aul~ snu!w g au!l) a1e153 io amen 3aN ~Zt 9 5 ' 9 9 E 5 2 t L ... ........................ (0 t 9 6 saurl lelol) suogonpap lelol 't t " OL (I alnPa4oS) sua!l9'sap!I!ge!l a6e6yoW 'luapaoap;o s1ga0 Ot h `C p B `C • .6 " " " ~ " " " " " (H alnPa4oS) slsoO ange~lslu!wpy g sasuadx3 le~aund '6 2 fi 9 B 2 5 2 2 p' h 2 B 2 9 2 .8 ... ........................ (L-t scull le7ol) classy ssaO lelol '8 'L palsanbaa 6wplg ale~edag ~ (~J alnPa4oS) /glado~d alegwd- N snoauellaoslW g va;sued sonln-~alul 'L ' 9 palsanbaa 6uppg alwedag ~ (d alnpayog) R>Jado~d paump 6pu!op g 2 S E 6 6 ~S ~ ~ ~ ~ ~ ~ ~ (3 alnpayog) ~(i,adwd leuos~ad snoauellaoslW g sl!sodaO >Iueg 'yse~ 'S p S p 2 Q .b ... ..................... (O alnPa4oS) algenlaoaa saloN +g sa6e6POW ~q • .E .. ... (O alnPa4oS) dlyvolaudwd-aloS ~o dlyslauYed 'uolle~odlo~ PIaH Rlasol~ 'E ,Z .. ................................ (e alnPa4oS) sPUOB Pue s~loolS 'Z .t ........................................ (y alnPa4oS)alelsa lean 't p p' p p p p 9 2 NOlltllfllldtlO321 `C 2 h 'C 6 2 C. `C 2 NOSI~I?JOW 'b Al?J3A39 :aweN S,Napa~ad ~agwnN ,(lpnoaS le!oog s,luapaoaa X3 OOS t-/~3a 'C22Lp95O5'C REV-1500 EX gage 3 Decedent's Complete Address: File Number 21 08 01058 DECEDENTS NAME BEVERLY A. MOR_RISON _ _ STREET ADDRESS 27 SOUTH 29TH STREET , CITY CAMP HILL STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 307.01 3. Interest/Penalty if applicable D. Interest E. Penally If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (i) 6.140.14 Total Credits (A+g+C) (2) 307.01 Total Inlerest/Penalty (D+E) (3) 0.00 (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (5) 5.833.13 (5A) 8. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) 5.833.13 Make Check Payable to: REGISTER OF WILLS, 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 Iransfened : ................................................................ ...... ^ 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? ................................................. ...... ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................. ...... ^ Q 3, Did decedent own an "intrust for' or payable upon death bank account or security at his or her death? ... ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................ ...... ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (O) percent [72 P.S. §9116(a)(1.2)]. The lax 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 (or the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX +~(6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN OF FILE BEVERLY A. MORRISON 21 08 01058 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defned as the pdce 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 fans. ITEM I VALUE AT DATE NUMBER DESCRIPTION OF DEATH 27 S. 29TH STREET, CAMP HILL, PENNSYLVANIA APPRAISAL ATTACHED .00 TOTAL (Also enter on line (If mom space is needed, insert additional sheets of the same size) REV-1508 EX 8 (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER BEVERLY A. MORRISON 21 08 01058 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM I VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PERSONAL PROPERTY -APPRAISAL ATTACHED 820.50 TOTAL (Also enter on line 5, (If more space is needed, insert addilional sheets of the same size) REV-1509 EX w (6-98) ' SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN BEVERLY A. MORRISON 21 08 01058 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. DAVID E. MORRISON 5 MEMORY LANE ENOLA, PA 17025 C JOINTLY-OWNED PROPERTY: ADDRESS (RELATIONSHIP TO DECEDENT ITEM NUMBER LETTER FORJOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER, ATTACH DEED FORJOINTLY-HELD REALESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERE81 1. A. MEMBERS 1ST FEDERAL CREDIT UNION 547.41 50. 273.71 ACCOUNT NO.: 32846-11 2. A. MEMBERS 1ST FEDERAL CREDIT UNION 1,439.61 50. 719.81 ACCOUNT NO.: 32846-OS TOTAL (Also enter on line 6, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1511 EX * (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER BEVERLY A. MORRISON 21 08 01058 Debts of decedent must be reported on Schedule i. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MUSSELMAN FUNERAL HOME 7,083.57 2. ROLLING GREEN CEMETERY 5,028.00 3. PASTORAL SERVICES 125.00 4. FUNERAL LUNCHEON 188.25 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) DAVID E. MORRISON Street Address 5 MEMORY LANE City ENOLA State PA Zip 17025 Year(s) Commission Paid: 2, Attorney Pees IRWIN & McKNIGHT 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Relationship of Claimant to Decedent 4• ~ Probate Fees REGISTER OF WILLS 5. I Accountant's Fees 6. ~ Tax Return Preparers Fees PATRICIA A. ROSENDALE, CPA 3, 200.00 8,200.00 290.00 350.00 7. REGISTER OF WILLS -FILING FEE 30.00 8. NOTARY 25.00 9. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00 10. THE SENTINEL -ESTATE NOTICE 166.60 11. STEVEN W. BARRETT -APPRAISAL ON REAL ESTATE 325.00 12. EDWARD J. SHULL, AUCTIONEER -APPRAISAL ON PERSONAL PROPERTY 100.00 TOTAL (Also enter on line 9, Recapitulation) $ 25 186.42 (If more space is needed, insert additional sheets of the same size) Zip REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER BEVERLY A. MORRISON 21 08 01058 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PENN WASTE -TRASH 48.75 2. IUGI -UTILITY 3. APP&L -ELECTRIC 4. IPA AMERICAN WATER -UTILITY 5. IVERIZON -TELEPHONE 32.52 62.15 27.00 9.72 TOTAL (Also enter on line 10, Recapitulation) I $ 1 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9~0) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ca I w r c yr FILE NUMBER BEVERLY A.MORRISON ~~ nn n~n~n RELATIONSHIP TO DECEDENT V AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outfight spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. DAVID E. MORRISON Lineal 136,447.46 5 MEMORY LANE 1/3 REMAINDER ENOLA, PA 17025 2. CAROL D. RENARD Lineal 4101 SPRING VALLEY ROAD APT A-1 1/3 REMAINDER HARRISBURG, PA 17109 3. KATHRYN E. MORRISON Lineal 151 EASTERLY DRIVE 1/3 REMAINDER MECHANICSBURG, PA 17025 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT I, BEVERLY A. MORRISON, of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my Executor to pay all of my debts, funeral and administrative expenses as soon as maybe done conveniently after my decease. 2. I authorize and empower my Executor to sell any realty owned by me at my death and not specifically devised herein at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate to my three (3) children, share and shaze alike, the child or children of any deceased child taking the share their parent would have taken if living. 4. I nominate and appoint DAVID E. MORRISON to be the Executor of this my Last Will and Testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint CAROL D. RENARD and KATHRYN E. MORRISON as substitute Executrices, also to serve as such without bond and with the same powers as are given herein to my Executor. 5. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this l''f day .of July; 2003. ~~~~e...~~-~~~ ~1^;~~n ~Hi (SEAL) BE1/ERLY A. MORRISON Signed, sealed, published and declared by BEVERLY A. MORRISON, the Testatrix above-named, as and for her Last Will and Testament, 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. 1 7 , ~~ ~ 1 i 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, BEVERLY A. MORRISON, JACQUELINE L. DRAWBAUGH and SHARON L. SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament, that she had signed willingly, that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the .Will as a witness and that to the best of their knowledge the Testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: Subscribed, sworn to and acknowledged before me by BEVERLY A. MORRISON, the Testatrix herein, and subscribed and sworn to before me by JACQUELINE L. DRAWBAUGH and SHARON L. SCHWALM, witnesses, this 1st day of July, 2003. ~~!~=U~ ~ j. ~1~~ Public ~ -Tlptarinl Seal Roger B. Irwin, Norary Public Carlisle Bom. Cumhedand County My Commission Expires Oct. 3, ?004 Member, Pennsyn~ama Assooiatlnn of Notaries ~e~c ~< ~` ;tic L~ "fi~~iv`~., SHARON L. SCHWALM S. W. Barrett Real Estate R Appraisal Services SUMMARY REPORT File Nn ORATdO APPRAISAL OF LOCATED AT: 27 S. 29th Street Camp Hill, PA 17011 FOR: Dave Morrison 5 Memory Lane Enola, PA 17025 AS OF: September 30, 2008 BY: Cassandra J. Crockett Certified Residential Appraiser S. W. Barrett Real Estate 8 Appraisal Services SUMMARY REPORT 10/O6I2008 Dave Morrison 5 Memory Lane Enola, PA 17025 File Number: OS-0340 In accordance with your request, I have appraised the real property at: 27 S. 29th Street Camp Hill, PA 17011 The purpose of this appraisal is to develop an opinion of the defined value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the defined value of the property as of September 30, 2008 is: $160,000 One Hundred Sixty Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value, descriptive photographs, assignment conditions and appropriate certifications. Certified ResidentialvvAppraiser Residential Appraisal Report SUMMARY REPORT File No. 08-0340 The purpose of this appraisal report is to provide the client with a credible opinion of the defined value of the subject property, given the intended use of the appraisal. Client Name/Intended User Da Ve Mgrrisgn E-mail Client Address 5 Memo Lane ci Enola State PA zi 17025 Addaional Intended Users The Intended User of this a raisal re ort is the Client. No additional Intended Users are ermitted without the ermission of the a raisers . Intended use The Intended Use is to evaluate the property that is the subject of this appraisal to provide the Client with an accurate and ode uatel su orted o inion of value. Pro er Address 27 S. 29th Street ci Cam Hill slate PA ZI 17011 Owner of Public Record Morrison Beverl coup Cumberland Le aI Desai lion Deed Book 26-V• Pa a 658 " Assessor's Parcel # 01-21-0273-322 Tax Yf1ar 07/08 R.E. Taxes $ 2,451.00 Nei hborhood Name BOfOU h Ma Reference 21-0273 Census Tract 0104.00 Pra er Ri htsA aised X Fee Sim le Leasehold Other desaibe M research did X did not reveal an rior sales or transfers of the subject ro er for the three ears rior to the effective date of this a raisal. Prior Sale/Transfer: Date 10/1311976 Price 1 Sources COUrthouse records Analysis of prior sale or transfer history of the subject property (and comparable sales, if aDPlicable) No recent recorded transfers were found. Offerings, options and contracts as of the effective date of the appraisal None known Neighborhood Characterletlcs- - -0rre-Unit Housing Trends 'One-Unit Housing Presan4 LandLSa% Location Urban X Suburban Rural Pro er Values X Inaeasin Stable Declinin PRICE AGE One-Unit 75 Built-U X Over 75% 25-75% Under 25% Demand/Su I Shorta e X In Balance Over Su I $ 000 rs 2-4 Unit 8 Growth Ra id X Stable Slow Marketin Time Under 3 mlhs X 3-6 mths Over 6 mths 90 Low 20 Multi-Famil 2 -Neighborhood Boundaries Subject is bounded on the north and west by Rt. 11/15• on the 400+ Hi h 100 commercial 10 % south b Rt.581• and on the east b 21st Street. 180 Pred. 70 other Instit'I 5 % Neighborhood Desaiptlon Subject property is located in an established neighborhood of homes both detached and attached within " the Borou h of Cam Hill with a mix of residential and commercial use e. Sho in and other amenities are within welkin or short drivin distance. Schools stem is Cam Hill District and school com lex is within .25 mile. SMSA 42-3240. Market Conditions (including support for the above conclusions) See Attached Addendum Dimensions See le al descri tion/tax ma Avea 0.17 Acre M/L she a Rectan ular view Residential 5 ecific Zonin Classification LDR Zonin Desai lion LOW Densi Residential Zonin Com Hance X Le al Le al Noncontormin Grandfathered Use No Zonin Ille al desaibe Is the highest antl best use of the subject property as improved (or as proposed per plans and specifications) the present use? X Yes No If No, desaibe. Utilities Public Other (describe Public Other (describe) Off-site Improvements-Type Public Private Electrici X Water X Sheet Asphalt X Gas X Sanitar Sewer X Alle TO rear X sue comments There are no a arent adverse easements encroachments or other adverse conditions. GENERAL DESCRIPTION FOUNDATION fXTERIDRDESCRIPTIONmatenals INTERIORmaterials Units X One One withACCessor Unit Concrete Slab Crawls ace Foundation Walls PouredCOne/Av Floors HW/Car /Vin I/F # of Stories TWO X Full Basement Partial Basement Exterior Walls Vin I/AV Walls PlasterlAv T e X De[ Att. S-Def./End Unit Basement Prea 672 s . H. Roof Surface Shln IeIAV Trim/Finish WOOd/AV X Existin Ro osed Under Const. Basement Finish ' 0 % Gutters & Downs outs AIUminumlAV Bath Floor TIIeIAv Desi n 5 le 2 Sto X Outside Entr /Exit Sum Pum Window T e DbIHn /Av Bach Wainswt Plaster/Tile/Av Year Built 1921 Storm Sash/Insulated StOrmS/AV Car Store e X None EffectiveA a Yrs 15-2 Attic 0 None Screens Yes/Av Heatin X FWA HWBB Radiant Amenities WoodStovas # Drivewa #ot Cars Drivewa Suriace Dro Stair Floor Stairs X Scuttle Other Fuel Oil X Fire laces # 1~ X Fence Wooden Coolin Central Air Condilionin Patio/Deck X Porch TWO Gara e #of Cars Car ort # of Cars Finished Healed A liances Refri erator X Ran a/Oven Finished area above rode contains: Individual X Other Window Pool Other Att. Del. Built-in Dishwasher X Dis osal X Microwave Washer/D er Other desaibe 6 Rooms 3 Bedroems 1 Bath 5 1 344 S uare Feel of Gross Livin Area Above Grade Addifionai Features Two sto in avers a condition• ceramic the in bath, u -dated kitchen• front and rear orches; rivac fencin alon rear alle could be removed for off-street- arkin . Comments on the Improvements Improvements are in average condition with no functional inade uacies a arent. 'Prior finish in basement had received water dame a Burin 1972 hurricane er famil member and was never re aired/removed com osition floorin disinte rated no additional value iven in this re ort. `-\ari1n aYrq M:i,r,TMY,. tPV-.ZN.9]}I MwW.M1M.afvn iii, NTLWYN9MGIMS.N.'S ACI n.W;m M150aia s ,Inc., NIR191YS P.u,v.E. N Paga1W2 (GPAR•")Generale po AOpaisal RepM 12IID05 .~n. n - - - GPMtWa O5 w1i2Wfi nnnl=Nnl Inn Borrower: Beverly MORRISON (Estate) File No ~ 08-0340 Propeity Address: 27 S. 29th Street Case No.: SUMMARY REPORT City: Camp Hill State PA Zp 17011 Lender: Dave Morrison - Neighborhood Market Conditions Property values have continued to appreciate in 2007, although at a slower pace than in previous years. Local multi-list data indicates an appreciation rate of 2%, for the past year in the subject's market area, with an average marketing time of 90-180 days. Economic trends and lending rates have remained favorable. Sales concessions are occuring more frequently. There are new homes under construction in surrounding developments, as well as resales available in the neighborhood. Addendum Page 1 of 1 SUMMARY REPORT Privac Fencin v Net Ad~ustment Total + X - 8 16 130 X - $ 27 925 + X - $ 26 500 Adjusletl Sale Price Net Adj. -8.9 % Net Adj. -15.1 % Net Adj. -14.6 of Com ambles GrossAd'. 14.3% $ 165 870 13ossPd~. 15.1 % $ 156 975 GrossAd'. 14.6 % $ 155 500 summa or Sales com orison roach All com ambles are similar in utili and location to the sub'ect roe are verified closed sales and are the best current) available. Limited sales of homes in sub'ect's value ran a have recent) occurred re uirin an ex ended search. Ad'usted ran a of value is $155 000 to $166 000. COST APPROACH TO VALUE - site value comments Site value from current assessment data and recent local land sales. ESTIMATED REPRODUCTION OR REPLACEMENT COST NEW OPINION OF SITE VALUE ....................... .......... _ $ 40 000 - Source of wst data Dwellin S.Ft. $ ....,..,..._$ Ouali ratio horn cost service Effective date of cost data _ Sg. FL $ _ $ Comments on Cost A roach ross livin area calculations, de reciation, etc. • Cost A roach from Marshall/Swik Valuation Service handbook and local cost anal sis was considered but deemed not credible due to the a e of the im rovements. Site value from Market Data. De reciation based on a ellife observed condition and Market Data Anal sis. Estimated remainin Economic Life is 40-45 eaB• Gera altar ort s . R. $ - $ Total Estimate of cost-New - $ Less Ph siwl Functional External De reciation , g De reciated costonm rovements ................................ _ $ "AS-is'"Value of Site Im rovements,........... - $ INDICATED VALUE BY COST APPROACH ...................... _ $ N/A INCOME APPROACH TO VALUE - Estimaled Month) Market Rent $ NIA X Gross Rent Multi tier N/A _ $ N/A Indicatetl Value b Income A roach Summary of Income Approach (including support for market rent and GRM) NIA Indicated Valuab Sales Com arisonA roachf 16000U CoatA oath it tlevelo ed E N/A IncomaA roach (if develo ed)E N/A Market Anal sis consistent) su orts m estimated market value. Cost A roach and GRM anal sis were found Ina ro riate for this anal sis. Greatest wei ht is a lied to the Market Data Anal sis. Su ortin file information substantiates these estimates. • This appraisal is made X "as is," subject to completion per plans and specifications on the basis o/ a hypothetical condition that the improvements have been completed, ^subjecf to the following repairs or alterations on the basis of a'hypothetiwl contlition that the repairs or alterations have been completed ^ subject to the following: A sisal is for client onl nontransferable. t ...... Based on the scope of work, assumptions, limiting conditions and appraiser's certification, my (our) opinion of the defined value of the real property hat is the subject of this report is E 160,000 as of 9130/2008 ,which is the ef/eclive tlate of this appraisal. 'J-Nan.',. _...., PeYS P of 2...............,.......... boppgnl v sw}[~aq x;l umsl[n of ISO Claims e«riras. Inc, wl Rlgpb Rnema (GPAR"')Gen«alPmpasa Appraisal Report 1L1g05 PARIppI OS MIIaC6 S. W. Barrett Real Estate 8 Appraisal Services Residential Appraisal Report Pile No. oa-o3ao SUMMARY REPORT File No, OS-0340 Scope of Work, Assumptions and Limiting Conditions Scope of work Is definetl in the Uniform Standards of Professional Appraisal Practice as "the type and extent of research and analyses in an assignment." In short, scope of work Is simply what the appraiser ditl antl did not tlo during the course of the assignment. It includes, 6ul is not limited to: the extent to which the property is identified and inspected, the typ¢ and extent of data researched, the type and extent of analyses applied to arrive at opinions or conclusions. The scope of this appraisal and ensuing discussion in this report era specific to the needs of the client, other identified intended users antl to the intended use of the report. This report was prepared for the sole and exclusive use of the client and other identified intended users for the identified intended use and its use by any other parties is prohibited. The appraiser is not responsible for unauthorized use of the repoR. The appraiser's certification appearing in this appraisal report is subject to the following contlitlons and to such other specific conditions as are set forth by the appraiser in the report. All extraordinary assumptions and hypothetical conditions are stated in the report and might have affected the assignment results. 7. The appraiser assumes no responsibility for matters of a legal nature affecting the property appraised or title thereto, nor does the appraiser render any opinion as to the title, which is assumed to be good and marketable. The property is appraisetl as though under responsible ownership. 2. Any sketch in this report may show aDOroximate dimensions and is included only to assist the reader in visualizing the property. The appraiser has made no survey of the property. 3. The appraiser is not required to give testimony or appear in court because of having matle the appraisal with reference to the property in question, unless arrangements have been previously made thereto. 4. Neither all, nor any part of the content of this report, copy or other media thereof (including conclusions as to the property value, the identity of the appraiser, professional designations, or the firm with which the appraiser is wnnected), shall be used for any purposes by anyone but the client and other intended users as identified in this report, nor shall it be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. without the written wnsent of the appraiser. 5. The appraiser will not disclose the contents of this appraisal repot unless requiretl by applicable law or as specifed in the Uniform Stantlartls of Professional Appraisal Ractice. 6. Information, estimates, and opinions furnished to the appraiser, and wntained in the report, were obtained ham sources considered reliable and believed to he true and wrrect. However, no responsibility far accuracy of such items furnished to the appraiser is assumed by the appraiser. L The appraiser assumes that there are no hidden or unapparent conditions of the property, subsoil, or structures, which would render it more or less valuable. The appraiser assumes no responsibility for such conditions, or for engineering or testing, which might be required to discover such factors. This appraisal is not an environmental assessment of the property and should not be wnsidered as such. 8. The appraiser specializes in the valuation of real property and is not a home inspector, building contractor, seuctural engineer, or similar expert, unless otherwise noted. The appraiser did not conduct the intensive type of field observations of the kind intended to seek and diswver property defects. The viewing of the property and any improvements is for purposes of developing an opinion of the defined value of the property, given the intended use of this assignment. Statements regarding condition are based on surface observations only. The appraiser claims no special expertise regarding issues including, but not limited to: foundation settlement, basement moisture problems, wood destroying (or other) insects, pest infestation, radon gas, lead based paint, mold or environmental issues. Unless otherwise indicated, mechanical systems were not activated or tested. This appraisal report should not be used to disclose the wndition of the property as it relates to the presence/absence of defects. The client is invited and encouraged to employ qualified experts fo inspect and address areas of concern. If negative wnditions are diswvered, the opinion of value may be affected. Unless otherwise noted, the appraiser assumes the components that constitute the subject property improvement(s) are funtlamentally sound and in working ortler. Any viewing of the property by the appraiser was limited to readily observable areas. Unless otherwise noted, attics and crawl space areas were not accessed. The appraiser did not move furniture. Floor coverings or other items that may restrict the viewing of the property. 9. Appraisals involving hypothetical wnditions related to wmpletion of new wnstruction, repairs or alteration are based on the assumption That such wmpletion, alteration or repairs will be wmpetently performed. 10. Unless the intended use of this appraisal specifically indudes issues of property insurance coverage, this appraisal should not be used for such purposes. Reproduction or Replacement cost figures used in the cost approach are for valuation purposes only, given the intended use of the assignment. The Definition of Value used in this assignment is unlikely to be consistent with the definition of Insurable Value for property insurance coverage/use. 11. The ACI General Purpose Appraisal Report (GPARTM) is not Intended for use in transactions that require a Fannie Mae 7004/Freddie Mac 70 form, also known as the Uniform Residential Appraisal Report (URAR). Additional Comments Related 7o Scope Of Wark, Assumptions and Limiting Conditions {''~ Roauwa uW05CI ro9wwe. ppp,}y 9111 wxw,ranab.mm iMS bm GCpyrIpM 01005~30ce ~1Gl ervfi'wn of l50 Cd parr (GPAR^')Gmnal .nr,,.rrv..n .,d,w.., SUMMARY REPORT File No. OS-0340 Appraiser's Certification The appraiser(s) certifies that, to the best of the appraiser's knowledge and belief: 1. the statements of fact wntained in this report are true and correct. 2. The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are the personal, impartial, and unbiased professional analyses, opinions, and conclusions. 3. Unless otherwise stated, the appraiser has no present or prospective interest in the property that is the subject of Ihis report and has no personal interest with respect to the parties involved. 4. The appraiser has no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. 5. The appraiser's engagement in this assignment was not wntingent upon developing or reporting predetermined results. 6. The appraiser's compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value Ihat favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, w the occunence of a subsequent event directly related to the intended use of this appraisal. 7. The appraiser's analyses, opinions, and Conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. 8. Unless otherwise noted, the aDDraiser has made a personal inspection o(the property that is the subject of this report. 9. Unless noted below, no one provided significant real property appraisal assistance to Me appraiser signing this certification. Significant real property appraisal assistance provided by: Additional Certifications: Definition of Value: OX Market Value Other Value: Source of Definition: USPAP The most probable price in terms of money which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. ADDRESS OF THE PROPERTY APPRAISED: 27 S. 29th Street Camp Hill, PA 17011 EFFECTIVE DATE OF THE APPRAISAL: September 30, 2008 APPRAISED VALUE OF THE SUBJECT PROPERTY $ 160,000 APPRAISER Signature: Name: Cassandra J. Crockett State Cerhfication # RL001348L or License N or Other (desdihe): State p' Stale: PA Expiration Date of Certification or License: 06/30!2009 Dale of Signature and Report: 10/06/2008 Date of Property Mewing: 9/30/2008 Degree of property viewing: Interior and Exterior ~ Fx[eria Only ^ Did not personally view SUPERVISORY APPRAISER ~_~~.~ ~- Signature: Name: Steven W. Barrett, SRPA SRA ASA Stale Certification # GA000298L or License # R6026921 A State: PA Expiration Date of Certification or License: 06/30/2009 Date of Signature: 10/06/2008 Date of Property Viewing: Degree of property viewing: Inferior and Exterior ~par~ ^ Exterior Only XO Did not personally view ..•••• .,arr.. roar caiace a rppratsat aervtces SKETCH/AREA TABLE ADDENDUM Case No SUMMARY REPORT File No 0E-0340 Property Address 27 S. 29th Street City Camp Hill County Cwnherland Stato PA Zlp 17011 ~~~ Borrower Beverly MORRISON(Estate) '~ Lender/Client Dave Morrison UC Address 6 Memory lane Appraiser Nzme Appr Address I -.- _-._ -___ _... ii 24.0' 2nA Floar Bath Be~Sroom -_-- f ~ Bedroom Bcdraorzi i. 120' III I, , I~~II Po¢h o Nrtchen ~~ Office ~, 0' LiNny FOam. 2d u' ?orch ~.. Comments: AREA CALCULATIONS SUMMARY Gode Description Size Totals 6L11 First Floor 672.00 Second Floor 672.00 1394.00 P/P Porch 240.00 Porch 72,00 i 312.00 Scale: 1 = 12 LIVING AREA BREAKDOWN Breakdown Subtotals First Floox j 29.0 x 29.0 ~ 672.00 Second Flooi 29.0 x 29.v 67z.G0 TOTAL LIVABLE (rounded) I 1344 ~ ~ 2 Areas Total (rounded) ~ 1344 ~ II I avex soriwnaeana~mss :o.arm~<„„ai SUBJECT PROPERTY PNO i v rwutrvuurv~ FRONT VIEW OF SUBJECT PROPERTY Appraised DatF;September 30, 2008 Appraised tlalue: `~ REAR VIEW OF SUBJECT PROPERTY STREET SCENE SU 1701 COMPARABLE PROPERTY PHOTO ADDENDUM SUMMARY COMPARABLE SALE #1 2923 Maple Road Camp Hifl 1701T Sale Date: S/08 Szle Price: $ 182,000 COMPARABLE SALE#2 131 5. 31st Street Camp Hill 17011 Sale Date: 3(08 Sale Price: $ 184,900 GOMPARABLESALE#3 3008 Chestnut Street Camp Hill 17011 Sale Date: 1/08 Sale Price: $ 182,000 .J Da'sn ~ Opsr ~ O D o w g S DD'ar1 2 5 m 3 ~ ~ ~ ~^ N A 'O6L 1Y o Z q py SS t9 ~ w U ° N C 4S ZOL 00'05 ° o ^ ... w O V w ~ ao DS w g W v ~ ^ ~ oa mL Iti LLL O O o + 00 5[1 0 N yO£S o W ~ ^ DL'DSL ~'' yS H [ZVL A D n w W n e ° p V D O N ff n ° +~ D ° oD~s[L ^ °e 3 ppsu ~ o - w 701 DD'oat Op'Drt A w ~ W OLDSI m ~DV/£ZL . .~ w ~ 'S D O N A b" V N W 05 W ~$ 00~ ' m Da'OS °L V 00'S[L O tw.f tl y 5C~6S D :. N 00'OVL D o .~ A (5 Q n N ~ pD'Otl as n 'n ~ m m Da L=L pp w DD'p5t n ~ q w ~ p( ~O 00"OtlL -1 Z ptl S9 ? w V ~ C O o - 1 N N N g y° e A $ ° 00'061 p° N ~ iG n gi (L N p N O ~ & Do aoL ~°~ w ~ ° w p r N u m A ^ W C DtOSI ys Hy6a w W w m ua psgr 00'091 p o_ A ° w V n T ~ ~ f'° 8 W OL p90tl DO'Dr ~ V SLLOL 00'61 DD'DOL 0o ss S 3 ' & ~ & F{y6Z e sz N ~ N as ys OD'D5 p0' p DO'Ofil n o P r pL vF ° m 00'001 N ..) 00'051 p 0 j L NJ D a0'OSL ~~ n N N ~ ~ ° j I ' ~ J N Sf 9Y 00'054 ~ w D ]+ Wi ° D Op'DOL D O A 2 {Nj . n ~ W n q v O ° ~ N LO L['05L Op'OYL Z D909 ~ W O [~ ~ 6 09 D9 V ~ 006 N 0 1 c n p N$ D0~ ' A N A m N A ao ° ' 06 07 ^ ~ ~ G4 SZ " 09'00 ~ 00'094 g ° ° 8 N N A Ll'Zrl O S e u D W W V ~ v ' Do DDL ~ n ~ aD'D5 9o'Da pz DZt p o ac'Ltl k H n w A OD'Z9l 00'Ov o '9= ° N 96. 60 = DO'Lr ' 00 w 00'LY DD CY o ~ e St CS o e S a ~ oo v.a9 W _0 0 o e D $ ^ N a m z _ ° ~' a ° P -' C -i u w O ^ ~ u V N $i W A DD'DU H° p o A e ~ ° N n V W w H o9 o eo ° "s w w DD'9u Of N lN.a w °, a A DO [Y 0005 OD'Or 3 N j N W N Do'ca D ° p N DO'L4 00'011 w ~ Oti 6Y ' 09 ~ H C N m 00'Ltl rs Do OD'rr v $ . i H N v Do rtl o9~rr 00'rv o o ,~ .Na s r m ~L° Dv9u ~ 60'95 00'Or N o ° 06'68 to DD'19 p ° ?_ ~ n A o (1 m ~ ~ ' ' H o °^ ° 1 N N Dtl'OOZ ELS ° m Z N u p m C N D'DOZ T` m e N tNS~ x 1 W Oa'YY ' UD'6r ~ ~ "'L Co V ~ Oa ro Q N (/1 09~LYL N g 0'001 H OY'6L S A 8 ~ ° ~ U p u ~ 00'DZL N 91'KL N + ~ V $ n ~ V l^ • • N L O f0 W u 5 LOCATION MAP File NropertyAddress:27 5. 29th Street Case No.: SUMMARY REPORT ..,. ~~ .., .. ~. ~..=.:„ ,... cai rou n t. hnPr, ._ v, . l r l r )1'13 ti6^. F ID ~ ~~:<Address:. •... ~. ~ ~ 'Datti ~ ,+ Pnco-~ ~. -~~~ - RM'BR`~ Bath '-'S Ft Proximi 5 27 5 29th St 6 3 1 1349 0.00 F]I ' 1 2923 Maple Rd 5/U8 182000 6 3 1.5 1245 0.42 NI NN47 2 131 5 31st St 3/08 189900 6 3 1 1900 G.21 P1I SiV ~ 3 3008 Chestnut St 1/OB 182000 7 9 1.5 1612 0.10 74I SW File No, ********* QUALIFICATIONS ********* SUMMARY REPORT The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the inspection of the subject property, the comparables sales, and their neighborhoods and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. _7. The subject is located in a rural area and is less than 25% built-up. _x_2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. _3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for the area. _4. The predominant value in the neighborhood is less than that of the market value of the subject property. This is due to the very wide range of value of properties in the area and superior quality of the subject property. _5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and suggested. _6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement floor. This condition is considered typical in dwellings of this style. _7. The subject property is serviced by private well andlor septic systems which is common for the area. _x 8. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement. _9. Repair items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. _10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a health or safety hazard. _11. The subject property does contain functional obsolescence as noted in the report. This condition is considered typical and common for the area and this style dwelling. _12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is considered common and typical for the neighborhood. _13. The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered to be typical and common. _14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar comparables on that individual rating. All comparables used are the best available. _15. Total adjustments exceed 25%. This is due to the lack of comparable sales that were more similar in the subject's market area. All comparables used are the best available. _x_16. One or more comparable sales are older than six(6) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sales in excess of six(6) months have to be used. All comparables used are the best available. _17. One or more comparables used were in excess of one (1j mile from the subject property. Although there are comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside of the immediate area. All comparables used are located in similar neighborhoods and within the same marketing area. All comparables used are the best available. _18. The electrical system was not connected during inspection. _19. The water service was not connected during inspection. _20. The heating system was shut down during inspection. _21. Roofing_Plumbing_Electrical_Heating_certification(s) is/are suggested. _22. Inground swimming pool-, out buildings are included ,not included according to lender's guidelines. _23. According to lender's guidelines a maximum of_acres were considered for this valuation. Remaining acreage was given no value. SUMMARY REPORT ********* QUALIFICATIONS ********* _24. The subject property is located on a private road. _25. Wood infestation inspection is suggested. _x_26. Last recorded deed transfer: Date_10/1311976_, Consideration: $_1.00 _27. Proposed construction/renovation in accordance to plans and specifications to be completed in a workman-like manner. _28, Seller is paying part or all of closing costs. _x_29. All comparable sales are verified closed sales. _x_30. There are no special conditions or other requirements that would affect market value or future marketability in the Appraisal Report. SUMMARY REPORT File No. 08-0340 *******"* QUALIFICATIONS ********* Confidentiality and Security Policy We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the confidentiality, integrity and security of clients' personal information. Internal policies have been developed to protect this confidentiality, while allowing client needs to be served. We restrict access to personal information to authorized individuals who need to know this information to comply with federal standards [o protect your nonpublic personal information. We do not disclose this information about you or any former consumers or customers to anyone, except as permitted by law. The law permits us to share this information with our affiliates. The law also permits us to share this information with companies that perform marketing. When we share nonpublic information referred-to above, the information is made available for limited purposes and under controlled circumstances. We require third parties to comply with our standards for security and confientiality. We do not permit use of consumer/customer information for any other purposenor do we permit third parties to rent, sell, trade or otherwise release or disclose information to any other party. Education As of the date of this report, land/or Steven W. Barrett, SRPA, SRA, ASA have completed the requirements under the continuing education program of the Appraisal Institute. COMPLETE SALE SERVICE PHONE: 789-4100 EDWARD J. SHULL AUCTIONEER R.D.1, LANDISBURG, PA. 170E0 November 30,2008 David Morrison 5 Memory Lane Enola Pa. 17025 Mr. Morrison Enclosed please find the appraisal of the personal property you requested me to make on the Beverly A Morrison Estate This property is located at 27 South 29th Street in Camphill Pa. I further certify that I have no present, nor contemplate any future interest in these items. The fee for this appraisal in $100.00. Thank you for letting me be of service. If you need anything else, or have any questions, please call. Sincerely, Edward JShull- Auctioneer 5239 Waggoners Gap Rd. Landisburg Pa. 17040 Phone-789-4100 COMPLETE SALE SERVICE PHONE: 789-4100 EDWARD J. SHULL '~~"~j' AUCTIONEER c ~ ~ {~_, a . ~ ~ R.D.1, LANDISBURG, PA. 17040 Personal property -Estate of Beverly A Morrison Sharp cazousel microwave oven .......................... $ 10 ............................ Westinghouse electric range ...... ... .00 ..................................................... Riva] Crock Pot .. .. 25.00 ....................................................................... Canister set ....... ... 2.00 ........................................................................ Electric toaster .. ... 2.50 ......................................................................... Frigidaire Refrigerator ........ ... 1.50 .......................................................... Blender ..... .. 27.50 .............................................................................. Misc. pots, pans, dishes in kitchen cupboards ........................................ ... 3.50 . 17 50 Electric coffee pot ............... . ............ ............. ................................ Ironing board ...:........... 2.00 .............................................................. Electric iron ... . 3.50 ........................................................................... Compac computer ......... . I.50 .............................................................. Kneehole desk .... . 15.00 ....................................................................... 9 pc. Dinette set ...... 5.00 .................................................................... Electrolux Sweeper .............. 75.00 ........................................................ Small Magnavox stereo .... 12.50 ............................................................. Deacons bench 3.00 ........................................................................... Serving Trays ................... 8.00 .......................................................... Kerosene light ................... 3.00 .............................. ........................... Misc.dishes in china closet 5.50 .............................................................. Other kerosene light ............. 12.50 ......................................................... Old baskets . 4.00 ............................................................................... RCA television .. . 25.00 . ....................................................................... TV stand ...... . 12.50 . ........................................................................... Misc. pictures ............ 5.00 ................................................................. Old piano ................... 7.50 ............................................ ................... Misc. lamps and pole lights ....... 25.00 ...................................................... Upholstered chair .... 12.50 .................................................................... 2-end tables . 7.50 . ............................................................................. Small stool ... 6.00 ............................................................................. Bar stool ........ 3.50 ................... ........................ ............................... Fireplace screen and tools 2.00 .............................................................. Mantel clock . 6.00 . ........................................................................... Misc. plants ............. 4.00 ................................................................. Maytag auto. washer .... 3.50 ............................................................... Whirlpool dryer ........... . 32.50 ....... ...................................................... Portable humidifier 27.50 ...................................................................... 6.00 Total Page#1 .................. $425.00 ~ COMPLETE SALE SERVICE PHONE: 789-4100 EDWARD J. SHULL I ~ AUCTIONEER ;= R.D. 1, LANDISBURG, PA. 17040 Personal Property -Estate of Beverly A Morrison 2 Push rotary mowers ....... .............. Metal cabinet .............. ........................................ ....$ 30.00 ................. Kerosene heater .............. ....................................... ..... 3.00 .............. Weight set ........................ ........................................ .... 4.00 .......... Step ladder ...................... .................................. ...... ..... 5.00 ............ Wooden extension ladder ..... .............. .......................... .... 4.50 ............ Misc hand tools .............. ........................................ .... 10.00 .............. Lawn furniture ............... ........................................ ..... 7.50 ............... Bicycles ......................... .....................................:. ..... 4.00 ............. Misc. lawn and gazden tools ........... ..................... .................. .... 12.00 ... Old radios ................ ........................................ .... 4.00 .................... Old wringer washer .................. ..... .................................. ... 3.50 ...... Misc. books .................. ........................................ ..... 2.00 ................ Croquet set ........................ ........................ ............... ..... 5.00 ........... Crock .................. ........................ ............... ..... 3.50 .............. ......... Pc. Bedroom suite ........... ................... .. ..... 3.00 ........... .. 2 Window air conditioners ...... ........................................ ..... 12.50 ........... Rocking chair .................... ........................ ............... ..... 17.50 ............ Coffee table ................ ............ ............................ .... 10.00 .................. Typewriter and stand ......... ........................................ .... 8.00 ............... Old sewing machine cabinet ...... ....................................... ..... 12.OU ......... Misc. games and puzzles .............. ............ ............................ ... 5.00 ..... Comforters, sheets and other linen . ........................ 4.00 ....... Book shelve ............... ........................................ .... 22.50 .................... Dresser .................... ....................................... .... 5.50 .................... Double bed ................ ........................................ .... 7.50 ...... .............. 3 Pc. Bedroom suite ............. ....................................... ..... 5.50 ............ Small desk ................. ............................ ............ .... 95.00 .................... Nghtstand ....................... ....................................... .... 6.00 ............... Misc. fans .................... ....................................... .... 5.50 .................. Cedar blanket chest ............. ....................................... .... 7.00 .............. Misc. phones and clocks ......... ....................................... .... 35.00 ............ Old records ................. ....................................... .... 6.50 ................... Misc. chairs ................... ............................ ............ .... 7.50 ................. Daewoo TV ............. ....................................... .... 12.50 ....................... ....................... ................. ... 10.00 Total Page#I-$425.00 Total Page#2-$395.50 Grand Total-$820.50 a sCOMMONWFALTN OF PENNSYLVANIA BUREAO DFTINDIVIDUALETAxES I N F O RMAT I ON N O T I C E AND FILE DEPT. 280601 RABBIS BURG, PA n12 H-ocol TAXPAYER RESPONSE ACN aEV-~su sx up cos-oo: DATE DAVID E MORRISON 5 MEMORY LANE ENOLA PA 17025 ` EST. OF BEVERLY A MORRISON S.S. N0. 217-28-1421 DATE OF DEATH 09-07-2008 COUNTY DAUPHIN N0. 22 08143652 09-18-2008 TYPE OF ACCOUNT ® SAVINGS CHECKING ^ TRUST CERTIF. REMIT PAyNENT AND FORNS T0: REGISTER OF WILLS DAUPHIN CO COURT HOUSE HARRISBURG, PA 17101 MEMBERS 1ST FCU has provitlmd kha Department with the inf ornation listed below which has bean usetl in calculating the po tanti al tax tlue. Their recortls intlicate that at the death of the above tlecetlent, you ware a joint owns r/beneficia rv of this account. If vpu feel this information iz incorrect, please obtain written co rract ion from the financial institution, aktach a copy to this form antl rat urn it to the above atltlress. This account is taxable in accortlance with the Inheritance Tnx Laws of the Commonwealth of Pmnnsylvania. Du estions may be anew erect by calling [717> 7B]-832]. COMPLETE PART 1 BELOW ^ ^ ~( SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 32846-05 Date 02-10-1990 To insure proper credit to your account. two Es tahllshed (2] copies of this notice must accompany your AeeoUnt Balanea 1 ~ 439.61 pavnent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Percent Taxa6la X 50.000 Amount Subject to Taz 719.81 NOTE: If tax payments era made within three (3) months of the decedent's tla to of tleath, Tax Rate X . 0 G5 You nay deduct a SY. discount of the tax due. Potential Tax Due 32.39 Anv inheritance tax due will bacons delinquent nine (9) months after the date of tleakh. P~r TAXPAYER RESPONSE A. ^ The above information and tax due is correct . 1. You may choose to remit paynent to the Re pister of Wills with two copies of this notice to obtain C H EC K a discount or avoitl interest, or you may check box "A" antl return this notice to the Register f ~ ON E Wills and an official assessment will be issued by o the PA Department of Revenue. BLOC K ONLY B. ~ The above asset has been or will ba reporked t and tax vaitl with the Pe nnsvlvania Inhe rikance Tax retur o be filed by the de cedenk's representative. n L. ~ The above information is incorrect and/or tlabts antl tleduc loons we ra paid by you. You oust complete PART ~ an tl/or PART ~ below. PART If yeu indicate a different Yax rate, please sta to your relationship to tloeedant: _. TAX RETURN - COMPUTATION OF LINE 1. Data Establlshe0 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts antl Deductions 5 6. Amounk Taxable 6 7. lax Rate 7 e. Tax Dua a PART DATE PAID PAYEE TAX ON JOINT/TRUST ACCOUNTS DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION (Enter on Line 5 of Tax AMOUNT PAID Untler penalties of pe riury. I declare chat the Pacts I have reported above are true, correct and complete to the bast of my knowledge antl belief. ,,,,,,~ - - WORK iTRNONWEALTN OF PENNSVLVAN IA + DEPART .,i OF REVENUE BUR a OF INDIVIDUAL iA%ES D T. 280601 WARRISBURG, PA 17128-0601 aevasm ex xse rw~om DAVID E MORRISON 5 MEMORY LANE ENOLA PA 17025 REMIT PgyMENT AND FORMS TD: REGISTER OF WILLS DAUPHIN CO COURT HOUSE HARRISBURG, PA 17101 MEMBERS 1ST FCU has pro vitled the Dvpertmant with the inf a rm atipn listed below which has been usatl in emleul sting the potential tax tlue. Their records indicate that at th tl thi s aecoun t. If you feel this inf ornati to this fore and return it e eath of the above decetlent, you were a joint owner/beneficiary gf on is incorrect, plc ass obtain written correction f rom She financial institution, attach a copy to the above adtlrass. This accounk is taxable in accordance with the Inheritance Taz Laws gf th of Pennsylvania. Quash ons may be answa ratl by callin C (]17 COMPLETE PART 1 BELOW K g e onmo rnrealth ) 787-8327. ^ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS ' Account Na. 32846-11 Data 09-07-1999 To insure Drgpar cre tlit to your account, two Establls hed C2) copies of this notice mu t Account Balance s act om an p v vour 54 7.4 1 Davm ent to the Register of Wills. Make check Percent Taxahle X Day able to: "Re pister of Wills, Agent". 50.000 AmpunL Sub7eet to Tax 273 71 NOTE: If taz paynents are matle within three Tax Rata x (3) months mf the de ce da nt's dale of death Potential Tax DUe , . 0 45 You may deduct a 5Y. di scpunt of the tax due. 12.32 Anv inheritance taz due will became tlelinouenY P RT nine (9) months after the tlate of death. A I TAXPAYER RESPONSE idg f a.(.. A. ^ The above inf mrmetipn and tax due is correct 1. . Vou eay choose to rani[ payment to the Register of Wills with tw i n CHECK a discount or avoid interest, or ypu nay check bo o cop es of this notice to obtai "A" ONE Wills antl an official assessment will b x i and return this notice to the Register of ~ BLOCK e ssued by the PA Department of Revenue. ONL V B. ~ The above asset has bean or will be repprtetl antl tax a id i to be filetl by the tlece dent's representative. p w th the Pennsylvania Inheritance Tax return C. ~ The above information is incorrect and/or debts and detlucti ons were You must complete PART 2^ and/or PART 3^ below. paid by you. PART If you Sndi cafe a differen relationship to de cedant:_ 7AX RETURN - COMPUTATION OF LINE 1. Date EstaGlished 1 2. gecount Bal ante 2 3. Percent Taxable 3 4. Amount Subject fo Tax 4 5. Debts and De tluctipns 5 6. Amount Taxable 5 7. Tax Rate ] 8. Tax Due PART DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION (Enter on Line 5 of Tax Computation) p AMOUNT PAID Under penalties of pe r5ury, I declare that the facts I have reported abpve are true, correct and complete to the best of my knowledge antl belief. „_„_ _ tax rate, please state your TAX ON JOINT/TRUST ACCOUNTS INFORMATION NOTICE FILE NO. 22 TAXPAYERNRESPONSE ACN 08143651 DATE 09-18-2008 TYPE OF ACCOUNT EST. OF BEVERLY A MORRISON ~ SAYINGS S.S. N0. 217-28-1421 ® CHECKING DATE OF DEATH 09-07-2008 ~ TRUST COUNTY DAUPHIN ~ CERTIF. ravma or-m .. ,,..,.r„~~ WORK C ) -- • BaUdiN(i (}REST C~6'PtrBY 00]1P'I4ZTY . 1811 ca.r~d. Blo.d • f~u1y 8tua PA 17011.717/781-~o6a ~ ~ $ 0 4 3 8$ Contract File Folder Name/Number 6Z4• CEMETERY INTERMENT RIGHTS, MERCHANDISE, AND SERVICES PURCHASE/SECURITY AGREEMENT THIS AGREEMENT PROVIDES FOR PERPETUAL/ENDOWMENT CARE. The undersigned, referred to as 'Purchaser', hereby agrees to purchase the Interment Righls~MaSdp ise and Services described herein, subject to acgepf~xe, a ap roust of ll C jj ' Seller : the above named cemetery, bereafler referred to as ( ~ Purchaser: Last Name: (~~\li Ie II I~ I'~I'I~I I I I I I I ` I Middle: I I I I I I I First:~~_~zgy+t..kfl..~•~.1J t d`' Telephone: !l ~ ~ SSN: DOB: Email: Address: V ,, r 1 1 I I I I City: 1 t I^IOI\ F I 1 1 1 1 1 1 1 Slate: (} I Zip: ~ 1~ Co-PUrchacer: Last Name: I I I I I I I I I I I I Porst. 1 1 1 1 1 1 Middle: I I I I Telephone: SSN: (_) DOB: / / Email: Address: I I I I I I I I I I I I I I I I I I I I I I I I I I I State: I I I Z'p' I q'ty' I I I I I I I I I I I Deceased: Last Name: \I• d hlt IC I t hI OIC'h I I I I I I tt I I I First: ~~ ~ It I C A F.JI I I I I I I Middle: I I I DOa: ~/~/ , ? , DOD: ~/~/ (~; ~ ~-a` - Burial Date: ~/ f, / (1~, Veteran: e s ~ ~ ~ Description of Interment Righla to babe used: ~~ , t ~ \ ~ ~ 3 ori al iza tion Rights: Mem Issue Certi&ate of Intennem Rights to: Address: City: State: Zip: INTERMENT MERCHANDISE & SERVICES $ C~ tJ U Urn • Interment Rights ~~77 (Includes Perpetual/Endowment Care of $~!-~._,1_~) Supplier ~U ~ • Interment and Recording Fees Type/Color - • Outer Burial Container Design/Size Supplier ~~ (~ ~j' ~ ~~~-~~~~~~ Admin/Processing Fee J.~-y~ Model/Design Other ~ _ Material/Color Other _- • Outer Burial Container Installation `~•~~~ - Other ~~ _ MEMORIALIZATION Other -- • Memorial Other _-" Supplier Other ~- Type/Color TOTALS, ALLOWANCES & TAXES Design/Size Interment Rights ............................................................... ( ) • Memorial Base Reason Supplier Merchandise/Service........_ ............................................_ ( ) Type/Color Reason Design/Size Apply to • Memorial Perpetual/Endowment Care ~"" " Merchandise/Service ........................................................ ( -' ) • Memorial Installation Fee --~ Reason • Memorial Inspection Fee -'~ -~~ Apply to • Nameplate/Scroll - UC7 ~ ~ Sub Total ~ ~, ~.-/~ • Lettering ~ Total Taxable _ • Flower Vase -~'' Sales Tax (if applicable) ................................................... -~ Supplier -~ '~ i p TOTAL CASH PRICE $ l~ '. Type/Color Less: Down Payment~~ `~S jZ~fl _,U Design/Size Other -- .~,. 2 e.t~ • Vase Base Total Down Payment (.l j ~ ) Size/Material ~ ~'y Unpaid Balance Of Total Cesh Price $~„~_ Notes & Payment Terms (where applicable): TERMS The Total Cash Price is due and payable as of the date of this Agreement. A delinquency charge of=___ percent will be assessed monthly on any balance no[ paid within 30 days of the date of this Agreement. If less than full payment is recei ved, Seller shall deduct the accrued delinquency charge from the amount received and credit the remainder of the payment to the Unpaid Balance. Security Interest: Seller (or its assigns) will have a security interest in the Interment Rights and Merchandise being purchased as described above. Seller will retain title to said Interment Rights and Merchandise until the Total Cash Price, together with any delinquency charges thereon, have been paid by Purchaser to Seller. NOTICE: By signing this Agreement, Purchaser is agreeing that any clai m Purchaser may have against the Seller shall be resolved by arbitration and Purchaser is giving up his/her right to a court orjury trial as well as his/her right of appeal. I Signed this C~ day of ` l~rt,~,~ , 20~ / Purchaser: •' "'"""`-~- Relationship: ~ UI'1 ae1 rei•Iramv~NU ruNERAe seavicza, INC. dba RQLIiNG C3R6ETt CEMETERY fln>f sat+tstc ItD• r wd- ttwr ri- IT011 Accepted by: 1 anes~ Thal l have reviewed this docamem for accuracy and completeness. Date: / / SM / / ~- Other Side Ior Additional Terms and Conditions which are Part of This Agreement Form: 220-PA (05/07) Distribution Schedule: White =Cemetery Copy: Yellow =Customer Copy Y~ I--~ a ~'~'Y S ~ ~ ^ ]~ ^ y OR DU IGIN PLI AL- F. F. D. OF A. CATE -CLIENT (p _ l ~ e ~ p s ' w TR IPLI CATE-FUNERAL HOM E ~? w (Ji -° a m O ~ c c 0 m m =~r« a 0 9 • ~ C L7 ~ < D m w T r T n C 9 L1 ~ _G T w < T w~ ~ D D~ ° ~ c a ~~ ~ a ~ ~ ^ 3 0~ m 2. F ~ 'm x 0 N < 3 w' m O 3 `"' 'm O Rl m «a o o e_ m c1 8 g '~ ~ m ~ m ~ o z D ^ ~ m x ~. d m f~ A ~' m '^ m m. O w ~ m g ¢ ~. w o' d VJ ti a. • p m 'I a T m N e m o w a o~ ~ Z 3 w D c 3 m' n? .-. < N m O ~ a Il .. 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