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HomeMy WebLinkAbout03-0368PETITION FOR PROBATE and GRANT OF LETTERS also known as To: Deceased. Social Security No. ~.0{ '- ]8- The petilion of the undersigned respectfully represents that: Your petitioner(s), x~ho is/are 18 years of age or older an the execut in the last will ol the above decedent, dated ._Tel v~,.~ '2 ~; and codicil(s) dated Register of Wills for the . County of ~tvvx~evlata~4 in the Commonwealth of Pennsylvania named (sTate relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~b, ~,x ~e v' ] o, M c~ .,,,. County, Pennsvl,vania, with hte~ last family' or principal residence at (list street, number and muncipality) Decendent, then_ ~7 years of age, died ~Ovt'[ ti ~ 20&3 ~ Except as follows, ~cedent dm not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: ~ Decendent 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 situated as follows: ~ ¢~'+ev Pl~:o~ Gtrtt~I., $ p/~ ~o: ooo. oo WHEREFORE, petitioner(s) respectfully rqquest(s) the probate of the last will and codicil(s) presented herewith and the grant of letters (testamentary; administration c.l.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSY, LVANIA ~ COUNTY OF ) 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 represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed befonc me this ~ day of ..-, LM,,,,'\ - Estate Of , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW /~,~; / the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of ~d Letters ~e 5 ~ ~ r ~ are hereby granted to ~wa' ~.t ~v~ ~9' 2E~, in consideration of the petition on FEES  rob~te,_Letters, Etc .......... ~' Short Certificates( ) .......... Renunciation ................ $ $. TOTAL __ ~ · / ~.~' ',~. ............... Filed .,... ,~.,~ ........... PHONE LAST WILL AND TESTAMENT OF JEANNE P. STRINGFELLOW I, Jeanne P. Stringfellow, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I bequeath any automobiles or motor vehicles I may own at my death, my personal effects, to include my diamond rings, my household goods and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to my daughter, Sandra J. Burnett, of Weatherford, Texas. Should my said daughter predecease me, I bequeath such tangible personal property and insurance thereon to my mother, Viola M. Paxton, of Carlisle, Pennsylvania. Should both my said daughter and my said mother predecease me, I direct that the foregoing personal property be sold at public or private sale by my personal representative, and I further direct that the net proceeds thereof shall be administered and distributed as a part of the residue of my estate. ITEM III: I devise and bequeath the residue of my estate of every nature and wherever situate, including any property over which I shall have any power of appointment, to my said daughter, Sandra J. Burnett. Should my said daughter predecease me, I devise and bequeath the residue of my estate to my said mother, Viola M. Paxton. Should both my said daughter and my said mother predecease me, I devise and bequeath the residue of my estate in equal shares to my niece, Susan Jardine of Carlisle, Pennsylvania, my nephew, Wayne E. Paxton, Jr., of Lancaster, Pennsylvania, my nephew, Mark E. Paxton, of Carlisle, Pennsylvania, and my nephew, Jeffrey L. Paxton, of Gardners, Pennsylvania. Should any of the above named nephews or niece predecease me, I devise and bequeath his or her share of my estate to his or her issue, per stirpes, surviving me, and in default of any such issue, his or her share of my estate shall be added to the shares for the other named nephews or niece, or their issue. ITEM IV: In the event any of my property should pass, either under this Will or otherwise, to a minor, I appoint the parent guardian of any such property with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal, as well as income, from time to time for the minor's support, health and medical care, and education (including college education) without regard to his or her parent's ability to provide for such support, health and medical care, and education, or to make payment for these purposes, without further obligation or responsibility to see to the proper expenditure therefor, to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: Ail Federal, State and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether passing under this Will or otherwise, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my residuary estate without apportionment or right of reimbursement. ITEM VI: I appoint my daughter, Sandra J. Burnett, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act as Executrix, I appoint my nephew, Jeffrey L. Paxton of Gardners, Pennsylvania Executor of this my last Will. ITEM VII: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~ day of ~u~ , 1989. [SEAn] The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Jeanne P. Stringfellow, the Testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, Jeanne P. Stringfellow, Michael R. Rundle and Mary M. Price, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~ Te s ~a~ix Witness ~itness Subscribed, sworn to and acknowledged before me by Jeanne P. Stringfellow, the Testatrix, and subscribed and sworn to before me by Michael R. Rundle and Mary M. Price, witnesses, this ~+~ day of ~--o_~_ , 1989. Notary~ubl ~ 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 002730 RUNDLE MICHAEL R 62 SOUTH PIN OAK DRIVE BOLLING SPRINGS, PA 17007 ........ fold ESTATE INFORMATION: SSN: 201-18-2584 FILE NUMBER: 2103-0368 DECEDENT NAME: STRINGFELLOW JEANNE P DATE OF PAYMENT: 06/24/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/11/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,000.00 REMARKS: TOTAL AMOUNT PAID: SANDRA J GARNER C/O MICHAEL R RUNDLE $5,000.00 SEAL CHECK//14 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS Name of Decedent: Date of Death: .CERTIFICATION OF NOTICE UNDER RULE 5.6(a) u/ Will No. '2OC)3 - OO ~5 {:,~ Admin. No. To the Register: I certify that notice of (beneficial interest) .estate administration required by Rule 5.6(a) gf the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above'captioned estate on ~ ~ t. I'l ,9 8: 2(~o~ : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except {Q Pr Date: Signature · ':-:. Address Telephone ('It3) 2%~ ~ Capacity: Personal Representative Counsel for personal representative COMMOn' ,~.LTH ~)F PENNSYLVANIA DEPARTM~.NT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECE VED FROM: RUNDLE MICHAEL R 62 SOUTH PIN OAK DRIVE BOILING SPRINGS, PA 17007 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003655 ........ fold IESTATE INFORMATION: IFILE NUMBER: SSN: 201-18-2584 2103- 0368 DECEDENT NAME: STRINGFELLOW JEANNE P DATE OF PAYMENT: 03/09/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 04/11/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 81,628.66 REMARKS' CHECK# 109 SEAL TOTAL AMOUNT PAID: $1,628.66 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBUR(], PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT IF OFFICIAL USE ONLY ILE NUMBER 21 03 003.68 COUNTY CODE YEAR NUMBER z DECEDENTS NAME (LAST, FIRST, AND MIODLE INITIAl.) Stringfellow, Jeanne P DATE OF DEATH (MM-OD*YEAR) [ DATE OF BIRTH (MM-DO-YEAR) 04/11/2003 10/16/1925 IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) [] 1. Original Return [] 4. Limited Estate ] 6. Decedent Died Testate (Attach copy of Wil0 [] 9. Litigation Proceeds Received [] 2. Supplemental Return ] 4a. Future Interest Co~promise (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) SOCIAL SECURITY NUMBER 201-18-2584 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ] 3. Remainder Retum (date of death prior to 12-13-82) [] 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) ~AME Michael R. FIRM NAME (If applicable) Rundle, Esquire TELEPHONE NUMBER 717/249-3274 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS 62 South Pin Oak Drive Boiling Springs, PA 17007 83,000.0(~:r None:. 42,941.5~, 36,457.45 None 5,706.01 3,541.68 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) 162,398.95 (11) (12) 9,247.69 153,151.26 (13) (14) 153,151.26 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) x .00 (15) 16. Amount of Line 14 taxable at lineal rate 153,151.36 x .045 (15) 6,891.81 17.^mount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 6,891.81 20. [] Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stringfellow, Jeanne P SCHEDULE A REAL ESTATE FILE NUMBER 21 - 03 - 00368 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 right of survivorship must be disclosed on schedule F. ' ITEM NUMBER DESCRIPTION 8 Carter Place, Carlisle, Pennsylvania, Tax Parcel No. 51-23-0600-015, Deed Book "K", Volume 33, Page 532, Cumberland County Records. Valued per appraisal of S. W. Barrett Real Estate & Appraisal Service, attached hereto. VALUE AT DATE Of DEATH 83,000.00 ~- ' S.W. BARRETT REAL ESTATE & APPRAISAL SERVICES Fie No. 03-0468 APPRAISAL OF LOCATED AT: 8 Carter Place Carlisle, PA 17013 FOR: Michael Rundle, Esquire 62 South Pin Oak Drive Boiling Springs, PA 17007 BORROWER: STRINGFELLOW, J. P. (Estate) AS OF: May 14, 2003 BY: Cassandra J. Crockett 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. 03-0468 0611912003 Michael Rundle, Esquire 62 South Pin Oak Drive Boiling Springs, PA 17007 File Number: 03-0468 In accordance with your request, I have personally inspected and appraised the real property at: 8 Carter Place 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 April 11,2003 is: $83,000 Eighty-Three 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, Cassandra J. Crockett Certified Residential Appraiser 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-0627 SUMMARY APPRAISAL REPORT INDIVIDUAL CONDOMINIUM UNIT APPRAISAL REPORT .,s No. 03-0468 Prope,~yAdd~8 Carter Place City Carlisle Slale PA Zip Code 17013 Legal Ceic,-;plion Deed Book 33-K; Page 532; Borough Annex Count), Cumberland Unit No. B-8 A&~&~.Js P~,-c~ No. 51-23-0600-015 Tax Year 02~03 R.E. Taxes $1,266.00 Special Assessr~hi~ $ NIA Project ;~&i¥,~'Phase No. Halcyon Hill Map Reference 23-0600 Census Trod 0124.00 ~n'";O"er STRINGFELLOW. J. p. (Estate1 Current Owner Stringfellow, Jeanne P. Occupant: [] Owner X~ Tenant [] Va,.,,,, Prope~.r~htsa~-~. [x~ FeeS~.~e I~l L..ho,d I Monthly Home Owners' Association Unit Charge $ 60.00 SaNs Prm $ N/A Date of Sale N/A Des~ion and $ armunt dloan charges/co~,~ to be paid by sel=NIA Lender/Cliont Michael Rundle, Esquire Address 62 South Pin Oak Drive, Boiling Springs~ PA 17007 ApFaiser Cassandra J. Crockett Address 126 North Hanover Street~ Carlisle~ PA 17013 Localion [] Urban X~ Suburban ~ Rural I Predominant Single family hous .g I Predominant Condominium holJ$ ng Buill up [] Over 75% [] 25-75% [] Under 25% I single family PRICE AGE I condominium PRICE AGE occupancy I $ (000) (yrs) I occupancy I $ (000) (yrs) GroMh rule []Rap~ [] S,a~e [] s,ow I [] Owner ~ Low ~ [] Own. r 65 Low New Propedy va,es [] Increasing [] Slable [] Dedining Demandlsuppl, [] Shortage [] Inl:~ame [] Oversupl:ty ~ f~:I Predomin.~:i?I [] Vacant(O~%) Marketingtirne ~Under3n*es. ~]3-6mos. [~Over6mos. J~j Vacua(0-6%) Predominan v=.~o.s,) I 165 300 I [] v.~.~o. ,,)/ 8s ~';ese,,; land use %: 5 One Family 60, 2-4 Family ~00, Apatments ~, ~iJm 5, Comn-erc~ 15, Industrial 5, Vacant 15, Other Land use change: [] Nollikely*~-~ Likely [] In process to Res|dentiallComme~cJal -- -- Note: Race and the racial composition of the neighborhood ara not appraisal factors. Neighborhood bounderies and characlerielics: Subject is bounded on the north by Pa.Turnpike; east by Forge Road; south by Rt.174; west by Rt.465. Factors Ihal affecl the marketa .bility of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal Io market, sic.): Subject property is located in an expanding area of singly family homes, both detached and attached, with a mix of res;,~ei,;Jal and commercial usage. Shopping and other amenities are within a short driving distance. School system is Carlisle District and local school complex is within .5 mile. SMSA 42-3240. Market conditions in Ihs subjecl neighborhood (including suppod for Ihs above conclusions related to the Irend of properly values, demand/supply, and marketing time - - such as data on competitive propedies for sale in the project and neighborhood, descriplion of the prevalence of sales and financing concessions, etc.): Property values are currently stable with an average marketing time of 80-100 days. Economic trends and lending rates have remained favorable. Sales concessions occur infrequently. There are new homes under construction in surrounding developi~ei~.s~ as well as resales available in the neighborhood. Specific zoning classification and description R-2 Medium Density Residential Zoning com~ianse [] Legal [] Legal nonconforming(Gramlfathemd use) [] illegal L] No zoning Highest & best use as imlxoved [-~ Present use [] Other use Utilities Public Other Off-site Improvements Type Public Private Eleclricity [] 200 amp Street Asphalt []~ {~ Gas [] Curb/gutter Concrete Water [] Sidewalk ~ [] [] Sanitary sewer [] Street lights ~ [] [] Alley Topography Basically Level Size Footprint Denelly Unknown View Residential/Commercial i ~'ainage Appears adequate Apparent easements None Apparent FEMA Special Flood Hazard Nee [] Yes [] No FEMA Zone C Map Date 213182 Slorm sewer [] [] [] FEMA Map No. 425382A Cor~,~,enls(apparenl adverse eacements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etc.): There are no apparent adverse easements, encroachments or other adverse conditions. No. of SloPes TW__.~.o I Exterior Wails Bric~k I If Pmjed Completed: I if Projed incompiete: Subjed Phase: No. of Elevators) NIA Roof Surface Metal Total No. of Phases Two Tolal No. of Planned Phases NIA Total No. of Units 35 Existing/Proposed Exstg Total No. Parking 2 Total No. of Units 70 I Total No. of Planned Units NIA To~ No. ofUnilsCempe~ ~ Ifconvarsbn, mg. use NIA IRalb(spece~rds) 211 ITntalNo. of Unils for Sale ~ motalNo, of Units fix Sale NIA Td. alNo. ofl..btsforSale 1 DaleofConversion N/A ~ Type Pad -Im°talN°.°funitss°ld ~ ITotalNo. of UnitsSoid NIA ITotalNo. ofUnitsSold ~' Age(Ym.) ~ GueslParking ~-~'w JTotalNo. ofUnibRanted ~ ImolalNo. of Unils Rented NIA JmolalNo. o~UnitsRented ~-~'A Effedive Age(Ym.r~_ 8-10 J / Data Source CHR/Files J Dale Source l Data Scurce C H RiFJle~' Projecl Type: [] primary Residence [] Second Home ar Recreational [] Row ar Townh .... [] Garden ~ Midrise L.~ Highrise [] Condition ot Ihs project, quality ot construclion, unit mix. appeal to market, etc.: Project is in average condJton; appears well maintained with decks/patios, and adjacent off street parking with each unit. Ne the heating and cooling for the individual units separately rnelered? [] Yes [] No If no, describe and comment on compafibiity 1o olher projects in market area and merkel acceplance: Describe common elements and recreational facilities: Exterior building and grounds; paved parking areas; liability insurance N'e Ihs ~,,,~,,~,, elements completed? X~ Yes [_~ No Is the Buider/Developer in ~nlr~ of tbs Ho~ Owns' A~oc~l~n? ~ Yes ~ No Ne any ~n ae~nts leased to m by Ihs Ho~ O~' Ass~l~n? ~ Yes ~ No If ~es, at ach addendum des~ rental t~ and options. ROOMS ~ Foye Lbing IDining i K~chen ~n Fa~y Rm ~ Rec Rm Bedroo~ ~ Baths Laun~ O her Naa J, , J I I I I GENE~L DESC-I .... ' 5 R~; 2 Bedroo~s)i 3 Bat~s); 1 3~ ~?,~ F~ ~ L~ ~a ~ HHUN J HEATING J KITCHEN EQUIP. AMENITIES ~ CAR STOOGE INSU~ON R~No. O.e~wo ~ Ty. Ht Pmp I Ree~atm ~ r~,)* ~ I None ~ t Roof ,o. of L.,~ ~ ~ru~ ~R,,~,~O~e, ~ ea~ Concr~ ~G.raa, ~ IC.~ ~----~ INTERIOR Mat,~d~nda~n / ~,bn Avg I DAmsel ~ Balcun~ ~ "o. of~, /w.,, ---- Ro~g CarpeWinyl ~ COOLING / D~h~sher ~ De~ ~ ~ I Open ~ R~ ~ -- Bath Wa~smt D~alllFbr~ls J ~ndibn Avg I Wash~er ~ ~ ~ ~ ~ ~ ~-- Cond~n ~ Ihs un~, desitin, m~m needed, ~al~y of ~nslmd~n re~delingl~dernization add lionel fealures (spec a energy efficient items, etc.): Improvements are in average condition with no physical or functional inadequacies apparent. Adverse envkon~nlal cond~ions (such as, but not li~ted to, hazardous wastes, toxic substances sic.) present in the improvemenls on Ihs site, or iim~diate vicin~y of Ihs subjecl properly: No adverse environmental conditions are apparenUdisclosed. Freddie Mac Form 465 10-94 PAGE 1 OF 2 Fannie Mae Form 1073 10-94 SUMMARY APPRAISAL REPORT INDIVIDUAL CONDOMINIUM UNIT APPRAISAl REPORT .......................... ~ ,.b.~ vl.~ FlleNo. 03-0468 Unit Charge $ __ 60.00 per mo. x 12 = $ 720 per yr. Annual Assessment charge per year/square feet of gross living area = $ 0.5.~ Is the project subject to ground rent? [] Yes [] No If yes, $ per year. ' Utilities included in unit charge: [] None [] Heal [] Air Conditioning [] Electricity [] Gas [] Water [] Sewer Nole any fees. other than regular HOA charges, for use of facilities None Compared to other competitive projects of sin'dar quality and design, the subject unit charge appears: L.._] High ~X~ Typical [] Low ! To propedy maintain the project and provide the services anticipated, the budget appears: [] Adequate [] Inadequate [] Unknown ~ Management Group: [] Home Owners' Association [] Developer [] Management Agent (Identify) ~ Quality of management and ils enforcement of Rules and Regulations baaed on general appearance of project appears: [] Adequate [] Inadequale i Special or unusual characteristics in the Condominium Documents or other information known to the appraiser thai would affecl markelability (if none, so state) None i ITEM I SUBJECT COMPARABLE NO. I COMPARABLE NO. 2 COMPARABLE NO. 3 Address. Unit #, 8 Carter Place 21 Carter Place 36 Carter Place 29 Carter Place and Project Name Halcyon Hills Halcyon Hills Halcyon Hills Halcyon Hills Proxir~y Ia Subject 0.05 MI E 0.12 MI E 0.09 MI E Sales Price $ NIA S 82,500 S 85,000 $ 82,400 Price/Gmss L~. Area $ 0.00 ~' $ 61.38 ~ $ 63.24 ~1 $ 61.31 Data and/or Inspection ' Verification Sources CHR : MLSICourthouse Records MLS/Courthouse Records MLSICourthouse Records VALUEN3JU~dENTS DESCRIPTION DESCRIPTION I *('lSAdj~m'rd DESCRIPTION I '(')$~l~mm DESCRIPTION Sales or Financing 'N/A: :: None, Conv i None, Conv : None, Conv Concessions ... ~ .i,,. DOM : DOM : DOM Date of Sale/Time N/A .. ~ 6/02 3~03 : ! 10/02 Localion Suburban Suburban ; Suburban ; Suburban L~,~..G.;;eeSim~ Fee Simple Fee Simple ' Fee Simple ' Fee Simple ' ,OA Ua. Ass.~.,.,~t $60.00 $60.001 $60.001 $60.00 Common Elements Exterior Bldgl Exterior Bldgl ; Exterior Bldgl i Exterior Bldg/ ; and Rec. Faclities Grnds Grnd$ I Grnds : Grnds Project Size/Type Primary Home Primary Home ~ Primary Home ' Primary Home Floor L0cation 112 112 ; 112 View ResidlComm ResidlComm ,, , 112 : ResidlComm : Resid/Comm ,~, Design and Appeal TownhouselAtt Townhouse/Att ', TownhouselAtt ', TownhouselAtt ~ QuaJityofConstmdic~ Avg/Brick AvglBrick ; Avg/Brick ~ ~ AvglBrick A~e 16 Yrs 16 Yrs ' 16 Yrs ' 16 Yrs Condition Average Average ; Average Average Roomco.,, 2~ ~:, 2i 2.50 ~i 21 2.501 S:, 2! 2.~o~: 6i 2i 2.~o! Gross Living N'ea 1 ~344 Sq. Fl 1 ~344 Sq. Ft.: 0 1 ~344 ScLFt~' 0 ' 1 ~344 Sq. Ftl 0 Basement & Finished Full Bsmt/ Full Bsmtl ' Full Bsmt/ i Full Bsmt/ Rooms Below Grade Unfinished Unfinished : Unfinished Unfinished Functional Utility Average Average Avera.qe I Average ', HealinglCoolin~ HPICA HPICA i HP/CA ; HPICA Ener~yEff'K~en terns Typical Typical ' Typical I Typical Car Storage aSP aSP aSP aSP Balcony, Palio, Patio Patio : Patio : Patio ; Fireplace(s), etc. I I : NetAdj. Ctotal) [] * [~ - iS 0 [] + [] ' iS 0 [] + ~- j$ 0 Adjusted Sales Price : COH~,eHtS on Sales Comparison (including the subject property's compatibility to other condominium units in the neighborhood, etc. ): All comparables are similar in style/utility to the subject property, are verified closed sales~ and are the best currently available. Range of value is $ ,000 to $ ,000. ITEM SUBJECT COMPARABLE NO. I COMPARABLE NO. 2 COMPARABLE NO. 3 Date, Price and Data Sourcs tar PriOr ~es None None None None w~hinyearofappraisal CHR Courthouse Records Courthouse Records Courthouse Records Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any prior sa~es of sub, act and comparables wit h~n one year of the date of appraisal: No prior sales within three years were found. INDICATED VALUE BY SALES COMPARISON APPROACH ..................................................... $ 83~000 INDICATEDVALUEBYINCOMEAPPROACH(IfApplicable) EstimatedMarkelRent$ NIA No. xC-rossRenlMultiplior N/A =$ NIA INDICATED VALUE BY COST APPROACH (Attach If Applicable) .................................................... $ NLG This appraisal is made [] 'as is' [] subjed to the repais, alterations, ~spedions, er cond~icos lisled below [] subject to completion per plans and specifications. Condit~sofAppra~: The property has been appraised in current condition. This appraisal is for client only~ nontransferable. See attached addendum. Final Reconcitialion: Market analysis supports my estimate of market value. Cost and GRM were found inappropriate for this analysis. The purpose of this appraisal is to estimale Ihs market value of the real property that is the subject of this repod based on the above conditions and the certification, contingent an~l limiting cond~ions, and market value definition thai are stated in the attached Freddie Mac Form 4391Fannie Mae Form 1004B (Revised 6193 ). I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF 0411112003 WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO-~--'S'" ~ 83 000 . ' S~nature S~nator,"--' "'""-- -- '"' ~ ' ,/- [] Did [] D~ Not Name Cassandra J. Crockett Name Steven W. Barrett, SRA. SRPA Inspect Propedy Dale Repc~t S~ned 06119~2003 Data Repod Signed 061'19~2003 Stale Cedif~'..alion # RL-001348-L Stale PA StateCerfification# GA-OO0298-L State PA Or State License # State Or Slate License # RB-026921-A State PA Certified Residential PAGE 2 OF 2 Certified General Appraiser ,,~=.~ =~ ~ ,~,.. ~ m *~r ~ ~,~ .,~ Appraiser Steven W. Barrett R.E. Appr. Svc. Fannie Mss Dam 1073 10-94 SKETCH/AREA TABLE ADDENDUM Case No Pro ed Address 8 Carter Place File No 03-0408 Carlisle C ° u-- C °F--P-[Y~C u m tie r la n d Stale PA Borrower STRINGFELLOW J.p. Estate Z__~p__17013 Lender/Clienl Michael Rundla Es ulre Cassandra J. Crockett L/C Address 62 South Pin Oak Drive Bollln S rln s PA t Appr Address t26 North Hanover Street~ Carllsle~ PA 17013 2nd Floor Bedroom Bath I Bedroom 21.0' Living Room AREA CALCULATIONS SUMMARY Code Deacription Size Totals TOTAL LIVABLE (rounded) 1344.00 104.00 344 Scale: LIVING AREA BREAKDOWN Breakdown Subtotals Firlt Floor 21.0 x 32.0 Second Floor 21.0 x 32.0 2 Areas Total (rounded) 672.00 672.00 1344 1-10 I'~ r~'p~t y'-=,~d dr e~ '~' '~s :'-*" '~ C~a~t~e~ 'l~a-?-c~'' City: Carlisle Lender: Michael Rundle~ Esquire -Case No.: State: PA Zip: 17013 FRONT VIEW OF SUBJECT PROPERTY Appraised Date: May 14, 2003 REAR VIEW OF SUBJECT PROPERTY STREET$CENE , Property Address: 8 Carter Place City: Carlisle Lender: Michael Rundle, Esquire Case No.: State: PA Zip: 17013 COMPARABLE SALE #1 21 Carter Place Halcyon Hills Sale Date: 6~02 Sale Price: $ 82,500 COMPARABLE SALE #2 36 Carter Place Halcyon Hills Sale Date: 3103 Sale Price: $ 85,000 COMPARABLE SALE #3 29 Carter Place Halcyon Hills Sale Date: 10102 Sale Price: $ 82,400 LOCATION MAP Borrower: STRINGFELLOW, J. P. (Estate) File No.: 03.0468 Property Address: 8 Carter Place City: Carlisle Case No,: State: PA Zip: 17013 Lender: Michael Rundle, Esquire $¢HOOLFIEL0 AV6 \ x, \ \ MARSH Scs1 e: 1.00 milesl UAP(C)lge4-2003 TELE ATLAS NA, Prepared by~ Steven W, Ben'ett R.E, Appr. Svc. 717.243-6646 [ ID Address Date ~ce ~ BR Bath SqFt p...,:...:!; S 8 CA~¥~ PL H/A N/A 5 2 2.5 1344 0.00 ~ i 21 CARTER PL 6/02 82500 5 2 2.5 1344 0.05 MI E 2 36 CARTER PL 3/03 85000 5 2 2.5 1344 0.12 MX E 3 29 CARTER EL 10/02 82,400 5 2 2.5 1344 0.09 ~ E 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 File No. 03-0468 ........ * QUALIFICATIONS ********* The following checked Items are specific special conditions that were Identified by this appraiser during the Inspection of the subJect property, the comparables sales, and their neighborhoods and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. 1. The subject is located in a rural area and Is less than 25% built-up. x 2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. x 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 and/or septic systems which is common for the area. _x__8. The subject Is older than five(5) years. All mechanical systems Including the heating, electrical and plumbing systems appear upon a visual exterior Inspection to be In working order. No warranties are Implied in this statement. 9. Repair Items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. ~10. The basement floor Is a dirt floor. This condition Is common and typical for the area. and does not pose a health or safety hazard. __11. The subject property does contain functional obsolescence as noted In the report. This condition is considered typical and common for the area and this style dwelling. __12. The land value exceeds 30% of total value due to the high demand for vacant land In this neighborhood. This condition is considered common and typical for the neighborhood. __13. The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered to be typical and common. __14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar comparables on that Individual rating. All comparables used are the best available. __15. Total adjustments exceed 25%. This Is due to the lack of comparable sales that were more similar in the subject's market area. All comparables used are the best available· _x_16. One or more comparable sales are older than slx(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 (1) mile from the subject property. Although there are comparable properties In the Immediate area, none have sold recently. Therefore, It was necessary to use comparable sales outside of the Immediate area. All comparables used are located in similar neighborhoods and within the same marketing area. All comparables used are the best available. __18. The electrical system was not connected during Inspection. __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. File No. 03-0468 ********* QUALIFICATIONS ********* __24. The subject property Is located on a private road. __25. Wodd Infestation Inspection Is suggested. _x_26. Last recorded deed transfer: Date__6/23/88 , Consideration: $64,900 __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. CHECKED ITEMS ARE SPECIFIC SPECIAL CONDITIONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING INSPECTION. File No. 03-0468 DEFINITION OF MARKET VALUE: The most probable price 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. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is altowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the sale. *Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment shoutd not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the markers reaction to the financing or concessions based on the Appraiser's judgment. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible !or matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size. 3 The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc. ) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc. ) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated ) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia; except that the lender/client may distribute the property description section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. Freddie Mac Form 439 6-93 Page 1 of 2 Fannie Mae Form 1004B 6-93 File No. 03-0468 APPRAISERS CERTIFICATION: The Appraiser certifies and agrees that: 1 I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subiect property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted sales price of the comparable. 2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct. 3 I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation a specific valuation, or the need to approve a specific mortgage loan. ' 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on significant professional assistance from any individual or individuals in the performance of the appraisill/or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through ? above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 8 Carter Place, Carlisle, PA 17013 APPRAISER: Signature: Name: Cassandra J. Crockett Date Signed: 0611912003 State Certification #: RL-001348-L or State License #: State: PA Expiration Date of Certification or License: June 30, 2003 Certified Residential Appraiser SUPERVISORY APPRAIS) ~.~ly if required) Name: Steven W. Barrett, SRA. SRPA Date Signed: 06119/2003 State Certification #: GA-000298-L or State License #: RB-026921-A State: PA Expiration Date of Cerfification or License: June 30, 2005 [] Did [] Did Not Inspect Property Certified General Appraiser Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 1004B 6-93 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stringfcllow, Jeanne P SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 2I - 03 - 00368 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBEF ! 4 5 6 7 8 9 10 I1 DESCRIPTION VALUE AT DATE OF DEATH Citizens Bank, Checking Account No. 6100728587. Principal account balance ~ $ 8,217.00; accrued 8,218.43 interest - $1.43 Waypoint Bank, Certificate of Deposit No. 1700004674. Principal balance - $17,055.00; accrued interest - $21.49 Waypoint Bank, Certificate of Deposit No. 1761310120. Principal balance - $6,500.00; accrued interesr $7.25 Waypoint Bank, Checking Account No. 1705000835 U.S. Savings Bond, Series EE, issue date 11/91, denomination $500.00, issue price - $250.001 accrued interest $243.40 1999 Ford Escort LX Sedan, 4 door. Valued per Kelly Blue Book. See attached. Miscellaneous household furniture and fiLmishings valued per appraisal of Roy D. Gotshall, attached Sprint. Retired for telephone service. Erie Insurance Group. Refund of premium. Check. Cumberland County Employee Retirement System. Check. Hoffman-Roth Funeral Home, Inc. Refund on pre-paid funeral. 17,076.49 6,507.25 3,377.09 493.40 4,395.00 1,356.00 5.57 7.00 93.07 1,412.20 Kelley Blue Book Used Car Values Page 1 of 2 Kelley Blue Book The Dusted Resource Blue Book your email to register Enter Q~alit¥ Ow[re,ship Cost Fr~ P~ice Quote g~y a Used Ca~ Sell Yom Ca~ Lemo~ Check Car Frae News~e~e~ A~ut kbb Home B~n~ ~ee~: Private Part} Report Pennsylvania · May 7, 2003 1999 Ford Escort LX Sedan 4D Engine: 4-Cyl. 2.0 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 8,000 Equipment Air Conditioning Power Steering Buy a New Car List Your Car For ~ Online Free Lemon Check Auto Loans from ~)% APR ~nsurance Quote ~ cr~ ~ty.....Qu..~t~ Print "For Sale" Sign_ p~_rnen_t C~J~cu Sell your car on eBay Mlotors AM/FlVl Stereo Dual Front Air Bags Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean ~it!~_hj_~tg_Fy is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $4,395 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. Run a CAR Lemon VEHICLE HI~T Get a Used Car Trade-In Value G~_t_J_n}/pi~ce_&~M.S_~P o__n~N.~w~ C_.a!s Get a Person to Person Auto Loan http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;462962;PA041 & 17013;sed+p&722;Ford; 19... 5/7/2003 "' Kelley Blue Book Used Car Values Page 2 of 2 Copyright © 2003 by Kelley Blue Book Co., All Rights Reserved. May-Jun 2003 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissions.(v.03050 http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;462962;PA041 & 17013 ;sed+p&722;Ford; 19... 5/7/2003 ,completed COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Str~gfellow, Jeam~e P FILE NUMBER 21 - 03 - 00368 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Sandra J. Garner 8 Carter Place Daughter Carlisle, PA JOINTL~ OWNED PROPERTY ITEM NUMBER LETTER DATE FOr JOINT MADE TENANT JOINT A ll/0l DESCRIPTION OF PROPERTY Include name of financial institution and bank account number :)r similar identifying number. Attach deed for jointly-held real 9state. Purcell Associates, Inc., Account No. 8144-4147. See attached. DATE Of DEATH VALUE OF ASSET 72,914.90 % OF DECD'S INTEREST 50% DATE OF DEATH VALUE OF DECEDENT'SlNTEREST 36,457.45 Financial Consultants May 7, 2003 Michael R. Rundle, Attomey at Law 62 South Pin Oak Drive Boiling Springs, PA 17007 Dear Mr. Rundle: Per your request, I am providing below the date of death values for assets held in the joint account of Jeanne Stringfellow and Sandra Garner. These assets were owned individually by Mrs. Stringfellow until she requested joint ownership. Due to the transition from Legg Mason to Pursell Associates, I cannot provide you with the exact date which the assets were moved from individual to joint name only that it was around November 2001. Account 8144-4147 deanne Stringfellow & Sandra Garner, JTWROS ** Date of Death Values 04/11/2003 QUANTITY DESCRIPTION PRICE/UNIT ACCRUED TOTAL VALUE 2,471.32 Cash & Money Market Balances 1.00 2,471.32 1415.54 American High Income Trust 10.97 15,528.46 1113.878 Lord Abbett Securities Trust 5.98 6,660.98 12,000 GMAC Notes 6.6% 4/15/2014 93.695 387.36 11,630.76 20,000 GMAC 7.25% 09/15/2017 96.197 101.52 19,340.92 6,000 Household Finance 7.5% 09/15/2017 104.347 33.75 6,294.57 10,000 S Carolina E & G 7.625% 06/01/2023 107.141 273.79 10,987.89 Total Account Value (including accrued interest calculations) 72,914.90 If you have any questions, or need additional information, please give me a call. Barbara J. Miller Pursell Associates Inc. ** Although the information above has been obtained from sources believed to be reliable, there is no guarantee with respect to accuracy. 205 York Road · Carlisle, PA 17013 · (717) 243-0619 · 1-866-443-0619 ° Fax (717) 243-3216 Securities are offered through Wachovia Securities Financial Network, Inc., Member NASD/SIPC COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stringfellow, Jeanne P SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 - 03 - 00368 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 2 3 4 5 6 7 8 Borough of Carlisle, sewer and water bill Pennsylvania Power & Light, electric bill Sprint, telephone bill Comcast, cable bill Yellow Breeches EMS, ambulance bill Central Penn Medical Group, bill United Church of Christ Home, bill Pharmerica. Check issued before death but cashed after date of death AMOUNT 23.76 244.96 34.35 41.91 111.69 28.40 2,360.18 696.43 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stringfellow, Jeanne P SCHEDULE H FUNER/tL EXPENSES & ADMIN~3NE COSTS FILE NUMBER 21 ~ 03 - 00368 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1 Carlisle Memorial Service - engraving of headstone ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Michael R. Rundle, Esquire 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Sandra J. Garner Street Address 8 Carter Place City Carlisle State PA Relationship of Claimant to Decedent Daughter 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 S.W. Barrett Real Estate & Appraisal Services, appraisal fee 2 Roy D. Gottshall, appraisal fee 3 Cumberland Law Journal, advertise letters 4 The Sentinel, advertise letters Zip 17013 AMOUNT 140.00 1,250.00 3,500.00 266.00 75.00 275.00 40.00 75.00 85.01 REV-1513 EX+ (9-00) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stringfellow, Jeanne P SCHEDULE J BENEFICIARIES FILE NUMBER 21 - 03 - 00368 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) Sandra J. Garner 8 Carter Place Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Daughter AMOUNT ORSHARE OF ESTATE One Hundred Per4l~itO0 II. Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Name of Decedent: Date of Death: Will No.: STATUS REPORT UNDER RULE 6.12 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 2. J/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: ao Did the personal representative file a final account with the Court? Yes _ No 1~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state au account informally to the parties in interest? Yes [] No [-] Co Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this~,x, ('~l~rep°rt- Signature Name Telephone No. Capacity: [] Personal Representative ~ Counsel for personal representative BUREAU OF ZNDZVZDUAL TAXES ZNHERTTANCE TAX DZVTSTON DEPT. 280601 HARRTSBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE ZNHERZ'I'ANCE TAX STATEHENT OF ACCOUNT REV-I/07 EX AFP (01-OS) ALBERT L CHASE '04 APR 26 ~1 '~ STE 157 2051N BROAD LANSDALE ~lfl~!9~q6-1005 DATE Oq-19-200q ESTATE OF WOODS DATE OF DEATH 09-02-2002 FZLE NUMBER 21 05-0868 COUNTY CUMBERLAND ACN 101 I Amoun'l: Rem J.'E'l:ed MURZEL HAKE CHECK PAYABLE AND REMZT PAYNENT TO: REGTSTER OF HTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 NOTE: To insure proper credi~c ~:o your account, submi~ ~he upper por~:ion of ~:his fore wi~h your ~cax payment. CUT ALONG TH'rS L'rNE ~ RETAZN LOWER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) #-# ZNHERZTANCE TAX STATEMENT OF ACCOUNT ESTATE OF WOODS MURTEL L F'rLE NO. 21 05-0868 ACN 101 DATE Ofi-19-ZOOq THZS STATEHENT ZS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NANED ESTATE. SHO#N BELOI./ ZS A SUNNARY OF THE PRZNCZPAL TAX DUE, APPLZCATZON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPLZCABLE, A PROJECTED ZNTEREST FZGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-15-2005 PRZNCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDZTS): PAYMENT DATE 10-21-2005 05-25-200q RECEZPT NUMBER CD005167 CD005716 DZSCOUNT (+) ZNTEREST/PEN PAID (-) .00 2q.qO- AMOUNT PAID 1,265.05 1,265.05 2q.qO TOTAL TAX CREDZT ZF PA/D AFTER TNZS DATE, SEE REVERSE SZDE FOR CALCULATZON OF ADDZTZONAL /NTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT ZS REQU/RED. ZF TOTAL DUE 1S REFLECTED AS A "CRED/T" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORH FOR /NSTRUCT/ONS. 1,265.05 .00 BALANCE OF TAX DUE ZNTEREST AND PEN. .00 TOTAL DUE .00 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 RES[DENT DECEDENT make check or money order payable to: REGTSTER OF NTLLS, AGENT. -- If NON-RES[DENT DECEDENT make check or money order payable to: COMMON~/EALTH OF PENNSYLVANTA. REFUND [CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "AppLication for Refund of PannsyIvania Inheritance and Estate Tax" (REV-1315). Applications are avaiIabIa at the Office of the Register of Nills, any of the 25 Revenue District Offices ar fram the Department's Iq-hour ansaoring service far forms ordering: [-800-362-2050; services for taxpayers eith special hearing and / or speaking needs: 1-800-q~7-3020 (TT onIy). REPLY TO: Guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of IndividuaI Taxes, ATTN: Post Assessment Revise Unit, Dept. ZB0601, Harrisburg~ PA LT1ZB-O60I, phone (717) 787-6S05. DISCOUNT: If any tax due is paid aithin three (3) calendar months after the decodant'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 totaI of the tax and interest assessed, and not paid before January lB, 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 Dna (ii day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January l, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Depar~ent of Revenue. The applicable interest rates for 198Z through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z .0005q8 1988-1991 llZ .00030I 20OX 91 .O00Z~7 1983 I6Z .000q38 1992 9Z .O00Z~7 2002 6Z .00016~ 198q XZZ .000301 1993-L99q 7Z .O0019Z 2003 52 .000137 1985 13Z .000356 1995-1998 9Z .O00Z~7 ZOOq ~Z .000110 1986 102 .OOOZ7~ 1999 72 .O00Xez 1987 9Z .OOOZq7 2000 8Z .O00Z19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY 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 shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DZVTSTON DEPT. Z80601 HARR/SBURG, PA 171Z8-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-I~q7 EX AFP C01-05) HICHAEL R RUNDLE ESQ 62 S PIN OAK DR BOILING SPGS '04 APR 26 DATE 0q-26-200~ ESTATE OF STRTNSFELLON DATE OF DEATH 0~-11-Z005 FILE NUHBER Z1 05-0568 COUNTY CUHBERLAND ACN 101 i Aaoun"lc Remitted JEANNE P HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORT/ON FOR YOUR RECORDS ~ REV-15&7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF STRINGFELLON JEANNE P FILE NO. 21 03-0:568 ACN 101 DATE Oq-Z6-ZO0~ 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. S~ocks and Bonds (Schedule B) 3. Closely Held S*ock/Par~nership Tn*eres~ (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Proper~:y (Schedule E) (5) 6. Jointly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To':al Asso~:s APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expansos/Adm. Costs/Hisc. Expenses (Schedule H) (9) 10. Dab~s/Hor~gaga Liabili:~ies/Lions (Schedule I) (10) 11. Total Deduct/ons 12. Ne"l: Value of Tax Ra~urn 8:5~000.00 .00 .00 .00 q2~9fi1.50 :56~q57.q5 .00 (8) 5,706.01 NOTE: To insure proper cradi~ ~o your account, submi~ ~ha upper portion of ~his form with your tax payment. 15. NOTE: 16Z,:598.95 (15) .00 X O0 = .00 (16) 15:5,151.$6 x Off5= 6,891.81 (17] .00 x 12 = .00 (18) .00 x 15 = .00 (19)= 6,891.81 .01- BALANCE OF UNPAID INTEREST/PENALTY AS OF ASSESSHENT OF TAX: 15. Amount of Line lq a~ Spousal rate 16. Amoun~ of Line lq taxable at L~neal/Class A ra~a 17. Amoun~ of Line lq a~ Sibling ra~o 18. Amoun~ of L/ne lq ~exebla a~ Collateral/Class B ra~e 19. Principal Tax Duo TAX CREDITS: PAYMENT RECEIPT O~SCOUNT (+} DATE NUMBER /NTEREST/PEN PA/D (-) 06-2q-200:5 CD0027:50 26:5.16 0:5-09-ZOOq CD005655 AMOUNT PAID 5,000.00 1,628.66 ZF PA/D AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. reflect figures that include the total of ALL returns assessed to date. 0:5-10-200q TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 6,891.81 .00 10.:58 10.$8 ( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Charitable/Governmental Bequests; Non-elec~ed 9115 Trusts (Schedule J) (13) .00 Net Value of Es~a~e Subjec~ ~o Tax (lq) 15:5,151.26 If an assessment was lssued previously, lines 14, 15 and/or 16, 17, 18 and 19 w111 $~5ql.68 (11) 9.2q7.69 (12) 15:5,151.26 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADH/N- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class D (collateral) beneficiaries of the decedent after tho expiration of any estate for life or for years, the Commoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laaful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 11~0 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (71 P.S. Section 91~0). Detach the top portion of this Notice end submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISYER OF NILES, AGENT 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-1513). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Zq-hour answering service for forms ordering: 1-800-56Z-ZO50; services for taxpayers with special hearing and / or speaking needs: 1-800-fi~7-5010 (TT only). Any party in interest nat satisfied wlth the appraisement, alloaance, or disalloaance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, 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 ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. ZB06Ol, Harrisburg, PA 17118-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructians for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation panaIty is computed on ~,a 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. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charred beginning aith 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 1, 1982 bear interest et the rate of six (61) percent per annum calculated at a daily rate of .00016fi. AIl taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which ail1 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19BI through 200~ are: Interest Dally Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~'~ ZOZ .0005~8 ~'~-1991 111 .000301 ~ 9Z .O00Z~7 1983 161 .000~38 1992 9Z .OOOZ~7 ZOOZ 6Z .00016~ 198~ 112 .000301 X993-199~ 7Z .000192 ZOO3 5Z .000157 1985 131 .000356 1995-1998 9Z .0002~7 200~ ~Z .000110 1986 IOZ .O00Z7~ 1999 7Z .000192 1987 101 .00017~ ZOO0 7Z .000192 --Xnterest is calculated as folloas: XNTBREST = BALANCE OF TAX UNPAXD X NUHBER OF DAYS DBLTNQUENT X DAXLY XNTERBST FACTOR --Any Notice issued after the tax becomes delinquent ail1 reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF ZNDTVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 17118-060! HZCHAEL R RUNDLE ES~04 62 S PIN OAK DR BO!LING SPGS CONNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLONANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE Oq-26-ZOOq ESTATE OF STRZNGFELLON : DATE OF DEATH Oq-lZ-ZO0$ FZLE NUNBER ZZ 05-0368 COUNTY CUHBERLAND .... ~7 ACN ZO! 17007 REV-Z;~? EX AFP (OZ-0S) JEANNE p  Amount Remitted ] /d. HAKE CHECK PAYAZtLE AND RENZT PAYNENT TO: REGISTER OF NZLLS CUHBERLAND CO COURT HOUSE ~.~T;..~_.N_~_~.H_~__L_~E ~ RETAIN L~ .......... CARLISLE, PA 17013 ......................... ~.~.~_~_u.~[ZON FOR YOUR RECORDS ~,~ ,x ................. ESTATE OF STRINGFELLON NS AND ASSESSHENT OF TAX JEANNE P FILE NO. 21 03-0368 ACN ZOZ DATE Oq-Z6-ZOOq TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATION CONCERNING FUTURE ~.::,_~_n_~_ I'UTURE ZNTEREST - SE~-REVERSE v~uc uP URN 1. Rea! Estate (Schedule A) RIGINAL RETURN 2. S~ocks and Bonds (ScheduZe B) (1) ~. C~oseZy HeZd S~ock/Partnersh~p q. Hor~gages/No~es Receivable (ScheduZe D) ' (e) .00 ~. Cash/Bank Deposi~s/Hisc. PersonaZ Property (Schedule E) (5) q2 / 9~2.50 6. do/ntly Owned Proper~y (ScheduZe F) 7. Transfers (Schedule G) (6)~ 8. To~aZ Assets (7) · O0 APPROVED DEDUCTIONS AND EXEHPTZONS: (8) ~ 162,~98.95 9. FuneraZ Expenses/Adm. Cos~s/Hisc. Expenses (ScheduZe H} (9) 5,706. 10. Debts/Hot,gage LiabiZi~ies/Li~ns (ScheduZe Z) 11. To~aZ Deductions (~0)~ ~ · 5~. 68 12. Ne~ VaZue of Tax Re~urn (z2) 15~, 151.26- 15. Charitable/Governmental Bequests; Non-elected 911S Trusts (Schedule j) (1S) O0 lq. Ne~ Value of Es~a~e Sub~ec~ ~o Tax · (~) NOTE: Zf an assessment ~as issued Previously, lines 1~, 15 and/er 16, 17, 18 and 19 ~ill Pe~lect figures that include the total of ALL returns assessed to ~ate. ASSESSHENT OF TAX: - 15. Amount of Line Zq mt Spousal rate 16. Amount of Line 1~ taxable mt LineaL/Class A rate ~7. Amount of Line 1~ mt Sibling rate 18. Amount of Line 1~ taxable at CoLLateral/CLass B rate Lg. Principal Tax Duo -9os 03-09-200qI NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. BALANCE OF UNPAID TNTEREST/PENALTY .01- AS OF o3-1o-2oo - ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDITIONAL ZNTEREST. 6,891.81 .00 10.58 lO .38 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REI)UZRED. IF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS. ) (L$) .00 X O0 = .00 (Z6). 153,151.36 X Oq5 6,891.81 (17)_ .00 x 12 = .00 (18L .00 X 15 = .00 (19)= 6,891.8] INTEREST/PEN PAZD (-) ]ALANO; O~ RESERVATION: Estates of decadents dying on or before December 12, 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far life or for years, the Comaon~eelth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. and Estate Tax Act, Act 23 of ZOOO. (72 P.S. PURPOSE OF NOTICE: To fulfill the requirements of Section ZI~O of the Inheritance Section 91~0). pAYMENT: 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: REG/STER OF NXLLS, AGENT REFUND (CR): 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-ISIS). Applications are available at the Office of the Register of Nills, any of the Z5 Revenue District offices, or by calling the special g~-hour answering service for forms ordering: 1-SO0-S6Z-ZOSO~ services for taxpayers with special hearing and / or speaking needs: 1-800-qqT-30ZO CTT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax [including discount or interest) as shown on this Notice oust object within sixty [60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZSIOZ1, Harrisburg, PA 171ZB-IOZ1, OR --election to have the ma[tar determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADH[N- in ~riting to: PA Department of Revenue, ISTRATIVE PA 171Z8-0601 CORRECTIONS: Factual errors discovered on this assessment should be addressed the booklet -Instructions for Inheritance Tax Return for a Resident Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZOO601, Harrisburg, ehnne (717) 787-6505- Sea page 5 o~. -~ -,.; istrativaly correctable errorS. ~,nt" (REV-lBO1) for an explanat,on ....... n DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent'S death, a five percent (eX) discount of the tax paid is mllo~ad. pENALTY: The 1SX tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 16, 1996, the first day after the end of the tax amnesty parted. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you ~ould appaa! the tax and interest that hms been assessed as indicated on this notice. and Dna [1) day from the date of 1, 198Z bear interest at the rate of INTEREST: Interest is charged beginning with first day of delinquency, or nine C9) months death, to the date of payment. Taxes which became delinquent before January ~hich became delinquent on and after six (6X) percent par annum calculated at a daily rate of .00016q. All taxes with that rata January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar yeararm: Interest Daily announced by the PA Depart~ent of Revenue. The applicable in[aras[ rates for 19&Z through iOOi Interest Daily Factor Daily Factor Year Rate Factor Year Rate ~ ~ Interest Year Rate 19B~ 16x .ooo~s [99z 9x .oooz~7 196q llZ .000501 1993-199~ 7Z .O0019Z 19aS l~X .000556 1995-199B 9X .O00Zq7 1986 lOZ .O00Z7q 1999 7X .O0019Z 1967 lOX .O00ZTq ZOO0 7Z .OOO[gZ 200Z 6Z .O0016q ZO0~ 5Z .000157 200q qZ .O00[lO --Interest is calculated as follows: X DALLY INTEREST FACTOR INTEREST = BALANCE OF TAX UNPAID X NURBER OF DAYS DELINQUENT calculation to fifteen (1S) days --ANY Notice issued after the tax becomes delinquent will reflect an interest 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- 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 003872 ........ fold RUNDLE MICHAEL R 62 sOUTH PIN OAK DRIVE BOILING SPRINGS, PA 17007 ESTATE iNFORMATION: SSN: 201-18-2584 FILE NUMBER: 2103-0368 :)ECEDENT NAME: STRINGFELLOW JEANNE P DATE OF PAYMENT: 04/28/2004 POSTMARK DATE: 00/00/0000 '~OUNTY: GUMBERLAND DATE OF DEATH: 04/11/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $10.38 REMARKS' SEAL TOTAL AMOUNT PAID: INITIALS: JA RECEIVED BY: ~10.38 GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF TNDTVTDUAL TAXES TNHERTTANCE TAX DTVTS/OH DEPT. 280601 HARRISBURG, PA 171Z8-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-1G07 EX AFP (01-05) '04 Jura-7 HICHAEL R RUNDLE ESQ 62 S PIN OAK DR BOILING SPGS PA 17007~* ~..~ 'DATE 05-24-Z00~ ESTATE OF STRINGFELLON DATE OF DEATH 04-11-Z003 FILE NUNBER Z1 03-0368 ;~UNTY CUHBERLAND ACN 101 Amoun~ JEANNE P HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper por~ion of ~his form wi~h your ~cex payment. CUT ALONG TH'rS LINE I~* RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ESTATE OF STRINGFELLON N## INHERITANCE TAX STATEHENT OF ACCOUNT --- JEANNE P FILE NO. Z1 03-0368 ACN 101 DATE 05-24-2004 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHONN BELO# IS A SUHHARY OF THE PR/NC/PAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 04-26-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 6,891.81 PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 06-24-2005 03-09-200~ 0~-28-Z004 CD002730 CD003655 CD003872 263.16 .01- 10.38- 5,000.00 1,6Z8.66 10.38 IF PA/D AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYHENT 1S REQUIRED. IF TOTAL DUE IS REFLECTED AS A 'CRED/T" (CR}, TOTAL TAX CREDIT 6,891.81 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 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 NILLS, AGENT. -- Zf NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND (CR): 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-IS15}. Applications ara available at the Office of the Register of Rills, any of the Z3 Revenue District Offices or from the Department's g4-hour answering service for fores ordering: 1-800-36Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: i-BOO-447-30ZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individua! Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allomad. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the tote! 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 free the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after January 1, 1982 wi1! 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 1982 through ZOO4 ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 198Z 2OZ .000548 1988-1991 X1Z .000301 2001 1983 162 .000438 1992 9Z .000247 200Z 1984 III .O003Ol 1993-1994 7Z .00019Z 2003 1985 13Z .000356 1995-1998 9Z .OOOZ47 ZOO4 1986 10Z .000Z74 1999 7Z .OOOl9Z 1987 9Z .000247 2000 8Z .O00Z19 Interest Daily Rate Factor 9Z .000Z47 6Z .000164 5X .000137 4Z .000110 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINgIUENT X DAILY /NTEREST FACTOR --Any Notice lssuad after the tax becomes delinquent will reflect an interest calculation to fifteen (153 days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated.