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Home My WebLink About02-0608BUREAU OF INDIVIDUAL TAXES TNHERXTANCE TAX DTVZSTON DEPT. 180601 HARRISRURG, PA 17118-0601 COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-i~7 EX AFP CHARLES E SHIELDS iii'.~[l~ 6 CLOUSER RD MECHANICSBURG ~IAR -5 *. DATE 0:5-08-ZOOq ~ ESTATE OF DIEHL DATE OF DEATH 06-15-2002 FILE NUMBER 21 02-0608 P3 ~2 COUNTY CUMBERLAND ACN 101 Amoun~ Rami~ed GEORGE D MAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-15q7 EX AFP (01-03) NOTTCE OF TNHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR DTSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DIEHL GEORGE D FILE NO. 21 02-0608 ACN 101 DATE 0:5-08-200q TAX RETURN NAS.' (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es*a*e (Schedule A) (1) 2. S*ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nership In~aras~ (Schedule C) ($) q. Mortgages/No,es Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Cos~s/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. To,al Deductions 12. Ne~ Value of Tax Re~urn 1:51/000.00 ~5 / 0~8 O0 O0 111/190.96 O0 ~1:5/230.71 (B) 22,0:5q.00 73.5Q (11) (12) 15. NOTE: ASSESSHENT OF TAX: 15. Amoun~ of Line Ia, a~ Spousal ra~a 16. Amoun{: of Line lq ~axabla a~ LineaX/Class A ra~e 17. Aeoun~ of Line lq a~ Sibling ra~a 18. Aeoun~ of Line lq ~axabla a~ Collateral/Class B ra~a 19. Principal Tax Due TAX CREDTTS: PAYMENT RECEIPT DISCOUNT Chari~mbXe/governmen~al Bequests; Non-eXacted 9115 Trusts (Schedule J) (15) Ne~ Value of Es*a*e Subjec~ ~o Tax (lq) Zf an assessment Has lssued previously, 11nas lq, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. NOTE: To insure proper credi~ ~o your account, submi~ *he upper portion of ~his form wi~h your ~ax payment. DATE 12-12-200:5 NUMBER INTEREST/PEN PAID (-) .00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-1:5-2003 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 700,q70.10 7,598.81 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE AMOUNT PAID 7,598.81 .00 28:5.16 283.16 (15) 509,500.08 x O0 = .00 (16) 168,862.q8 x Oq5: 7,598.81 (i?) .00 x 12 : .00 (ia) .00 x 15 = .00 (19)= 7,598.81 18 and 19 #ill ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. '~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .00 678,:562.56 22.107.~ 678,$62.56 BUREAU OF ZNDTVTDUAL TAXES TNHERITANCE TAX DTVTSION DEPT. 280601 HARRISBURG, PA 17128-9601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'rNHERZTANCE TAX STATEHENT OF ACCOUNT REV-1607 EX AFP '04 ~PR 26 CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG PA 1~.O~5 :39 DATE Oq-lZ-ZOOq ESTATE OF DIEHL DATE OF DEATH 06-15-2002 FILE NUMBER 21 02-0608 COUNTY CUMBERLAND ACN 101 Amoun~ Rem/'l:'l:ed GEORGE D MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF NILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~:o your account, submi~ ~:he upper por~:ion of ~his fore wi~h your ~ax payment. CUT ALONG THTS LINE ~ RETA'rN LONER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) -#~ INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF DIEHL GEORGE D FILE NO. 21 02-0608 ACN 101 DATE Oq-lZ-ZOOq THTS STATEMENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHO#N BELO# TS A SUMMARY OF THE PRINCTpAL TAX DUE., APPLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-08-ZOOq PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 7,598.81 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID .00 12-12-2003 03-13-200q CD003336 CD003677 283.16- 7,598.81 283.16 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), TOTAL TAX CRED*rT 7,598.81 .00 BALANCE OF TAX DUE INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR /NSTRUCTIONS. ) JRD/June 30, 1992/17858 In Re: Estate of George D. Diehl Late of Mechanicsburg Borough Estate No.: 2002-608 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-George D. Diehl NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Jeffrey D. Diehl Counsel for Personal Representative: Charles E. Shields, III, Esquire Date of Decedent's Death: 06/15/02 Date of Delinquency Notice: 07/14/04 The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 07/14/04 Distribution: amer Strasbau~ Clerk of the Orphans' Court C~C~r~nOnal Representative ~stateSe~i~eOr Personal Representative A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. ~ ~, g ~ Georg~. ~fe~m.~. ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: G ~'0~(~' 9. ~2>1 ~ ]-//... Date of Death: (~ · t 2K" OZ Will No.' Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: Did the personal representative file a final account with the Court? Yes _ No [~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal re~presentative state an account informally to the parties in interest? Yes J2~ No ['-I Date: c. 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 report. Signattlr_ e Name Capacity: Telephone No. [--] Personal Representative /~Counsel for personal representative Estale 0/ 6E'oIt6€ D. :DIIE7{L also known as PETITION FOR PROBATE and GRANT OF LETTERS ,2'-O~- (.De No. To: Rellister of Wills for the County of Cu/Jf6e-A'LIIND in the Commonwealth of Pennsylvania , Deceased. Social Security No. ::;.01- /6- 7ozZ- The petition of the undersigned respectfully represents that: Your petitioner(s), who is/ttre" 18 years of age or older an the exccut Cl r- in the last will of the above decedent, dated .4~6IdT 17 and codicil(s) dated named ,19~ (stale relevant circumstances, e.g. renunciation, death of executor, erc.) Decendent was domiciled at death in CU I11&72LAIV.J> h.i:;~ last family or principal residence at ::0z. s. FILSE1eT oj:: mGIVI~/c.sl!Jtt,eG- County, Pennsylvania, with STA2<CET __ "so/POU6/-1 (liSl ~treet, number and muncipality) Decendent, then 73 years of age, died .TuNE" IS . %.Wt>z , at UdL-Y 6PlRI-r Nt?S~/-rAt.. c"'ST r',gV~A1oJE'o 7"'-'1": C!Uh1~/V~ a,kJVry Except as follows, decedent did'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: LMe-hR/1" t'}9 'A#nsf 7 ~oz S, /J1/G't'.NAIVIC,S/$ UR6 - $ $ $ $ F/~ sr. - '" ..:?.s;~&o.- -:5Z'... /DOC .- .a-~~6H ~~ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s} presented herewith and the grant of letters 7ESM/lfE7VrAI€Y theron. (testamentary; administration c,La.; administration d.b,n.c.t.a.) - v o c " ~3 o ~ "'. " -00 1:;"':: <o<l."':: -" ",,,- ".- 30 ~ :;;, Vi f~ ;tL ;rEf-=. 2m:#. b f) r.Ki<lPOlJ /9v&. P1t:t?/f/1A//C<;Jf/uJl6; ;7/1 /7tP5;'S' OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA l '8 COUNTY OF Cum fJ,E7lL./hv/l J ., 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 an ulyadminist t estat ccording to law. Sworn to or affirmed and before me this 2nd July .?t.~ ~ .~. .~,,-.. r.. . W.l.. /7-73-5 '" ;;:;. ;:, " ~ " ~ :s: 1If€(,-"/A/YICS~U/U>> ~II J7OS~ ~o. 21-2002-60R Estate of George D. Diehl , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS and Letters are hereby granted to AND NOW July 3m, 'flJ. 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated August 17, 1993 described therein be admitted to probate and filed of record as the last will of George D. Diehl Testamentary Jeffrev D. Diehl Probate, Letters, Etc. ......... Short Certificates( 5) . . . . . . . . . . Renunciation .. '<'21 . . . . . . . . . . x-Pages (5) JCP $ $ $ $ TOTAL _ $ Filed . ~)..\J,Y. ;3.z:q,4PP.4...... .$. .1,liQ.Oll.. 115.00 15.00 10.00 15.00 5.00 ~f'~J1T ATTORNEY (Sup. Ct. 1.0. No.) 3f?Sl3 6 e.Lott~t9< RtJ. /)fE(!#;fJIt//cs.IJi!(-eP- ADDRESS PH 17".r.;- FEES -;7/7 - 7~q -&! Z'" '} PHONE ,L\,i 7- /0. MAILED LEl'I'ERS TO ATI'ORNEY ON 7-3-2002 !ld)'iHIJ" "H'<)/HI> ro ce(td~' dur the mformatlon h('lc given is correctly copied froo.1 an original ce~tificat:e of death dul~ filed with me as T~~:li~:Zc-gistrar.-' The original certificate will be forwarded to the State Vital Records Ofhce for permanent fihng. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 8384596 No. ~,"/I"''',;~ /111~~~ Of pf:t."..~.~ /'#,7 ~.J.t, "~/- "'~<:<., '::ei, '.:,' '\~\ ~Q: ' ~L: :-~ ~ '-'1, -'i-~' ,,;:e..~ h~"*1 ~......~ . - . I....... " ~~, /~,,\ ~-~~-- .-/~~/ "..~!Mfli1 ~\ ~"",' '....'~..~"N#/"jlljljjl c;2Jr..o?(/ //(} r:;~A-"7 d Local Registrar - rec for this ctrtiflcan:, $2.00 JUN 2 1 2002 Date ,,(/ (~il , 1105.143flltY.2187 COMMONWEALTH Of PENNSYL.V"NI. .. DEPARTMENT OF HEALTH. YITAL RECORDS CERTIFICATE OF DEATH NAME Of DECEDENT l~~"_MoIn4.l,..t .. AOf(\.gil~rI Geor e D. UHDER 1 O#W HooQ i ...-...- su 'StQ(f'l(lOlJt.IHA SOC""~ S,fI.:URln' t~M6E" 73 v... Q)lJNT"f OF' DERH UNDER I VENt .....".! o.ys Diehl OJQ-r:OI'81RTH ',M_.~..""l 8lRTtfI"UCE(Cl>/_ 5l4Ifooh..,,,,,,,C_rl .. Male .. 201 - 16 7022 pu.c" OF Df.AJtllCflft:" 0l'I\l_'- _>Mt.ucWIolt""_"",", SPIm: -~ 1:,7 Greenwood. SC =~o Cumberland East Pennsboro DlECEDENT'SIJSIJALOCCUPRION !CtND IUSlNESS/lNOUSTRV CIl_~.;:~'::':::':l.::r 11 Su ervisor 11-' Pi eline DECEDENT'S IUJUHOADORE$S~"~. -s.-.llJlc-l l)ECfOfNT'S 302 South Filbert Street ~~ Mechanicsburg, PA 17055 Oft~"f" ... White liURVIV!MGSPOUSI: 1_.."..""""..-....... '" FIlntEft'S HAW: '-_11. ....... l~SI,l ... 1Nf"000000'S Cumberland "" -- -.. ~1 17...0 ~o.:-:::ol T~R'SNWfi [hit. Mo:laN. "...,s..._l .. 17l:.0v..,_.........ir> loWIlTAlSlAl'US........., H._~~ ~1SPeC1I'fI Married Bett J. Nailor "- {\.4..~.) ... 17..Sa.I., Pennsylvania ... 17b,Co.. Mechanicsburg - _. METHOO OF OtSPOSITIOH O 6\oriloIO Ct_IonOO 0I:II'IItilIa ()ltwo~. .., SlGNAJURf OF "-'-_ "DIll Sl.u,D 2002 II. Ruth Caroline Dobbs JNfORW.H"SMAliUNOADORESSISlr...~ SIMoo.LpCc:*) .302 South Filbert Street. Mechanicsbur ,PA 17055 PLACe: OI'Dl$POSlllOM."-IIllc.mM.~ C"""1OIy lOCAl1OH .CifyIJown. ~.lipc... GlOIhotrPYc:. Cremation Society of ~1. Pennsylvania Crematory 11.. Harrisburg, PA 17109 NAWEAHOAOllfIfSSOfFAClUn' remat on oc ety 0 ennsy van 2uHl 0 Jo es O~ Ro d risbu FA 1 1 UCEtlSE NlJ-WlER DAle $KlNEO 036 J 6rE ''''':'''''';' L 'l'a$CI\Sf.REfERRCOlO"'EOlC.A&.EJCAWlNE~QROH,ER? -~ '!\I.a GI KOOol CTpPrintl Ro er Allen Diehl Bett 2.41. M. U. A/e 21. I'lUIT I; E_thl.........iHQI~MIlch uudlNdI.th.o.;,llllI'nl..t/Il~olay""ll._I\"'"NCOl" liIlf/lNoJ__OfI.lCI!mt. . ,tllf1".U....I/Ioc.otllllll"'...... .AII(WOO'_ :........,.botlw.." ._AIlddellll , \ hMjk) 'AAltl: Oltwts/gllitkllll~COnl'otluIIroQlOldlWb..1>>.fI _rnuItIIlIiIl...."""'r~UUHg;v.niQPARTI. <{~l 7( or ".0 ...rj;. ...... -- $uir;ide ~ o o OAI'E OF IN.IUfl'f' 1...........,0..1\__, llWiNlNJUI!Y ...~c<:. tHJURYIiIWOIV(? DESCRUlE t<<:lW \KJ!JRY OCC\IARED. CouJd""'tlI.J.1.........d o o o P~OI'llWR't.Al_.r.<......,....tKlOly.o)lIio:...... t:>l,II/diflU,.1C.ISp.;ot.1 ,... v.. 0 NoD ........,. f".ndonQl....u.~ .. .il I\\l\. DArESlGHEDI.......~V.'lWr1 t- 21 / .-/; .- ~\O.(: ~i WHOCQMPU:JEOCAUSEOF OlIlilH 2". 2ft" c:unvtIlfltCl*;.oroly~ .CUITIf'YIHG"'"YSIC...HI~c...w,.nq~"'Onlh_'""'*'*pr..,lIIC_...lpI~.,.....aII<l~"....>>J T.__""'.......'.nowlldoe....."'OI:c__.......Ih.""'"I'I_.............,........ ... ... .ffK)NOUHClHGAHDCEflTt'VIHQ"HVSIClAHI~!l<>It'>;JO_rc;"'II"...I/I_C~ k1~"""'<Iif..lhl TO....~.......,'""'~,......._....rW4._.........".......'t"'..a""...loltl.u..U(.I_....nnlf....411<l ....... o .. LICENSE NUM8ER o ...t.\.t:>-O IU.MEMiG..ooRl;$SOfl>EfI fl1em21lJypllOlPlIRI Dr. David Froehlich, Holy Spirit Hospital 'IlEO\CAL EX.lt.MINERlCOftONEA On 1M b.li.ot...mln..lon IIndlo, 1n....1tll'.tioll.ln my oplnjo".d..th~rrld IItl'lc 1l.m.. d.ll, .nd pl.~I. .nd due 10 lhe c......(.., II\d :I.'-~.""'...lalld......,....;..........................................,..,........................................ :r~StPft E o 1.1-./ J. / I I ". OATEfll,{OIM,,~'h 0.1_ ......rl tft_t',,~l <" . -:> , 2,..-',;' L 21-2002-608 REGISTER OF WILLS OF C U IJ!/3@2L/fNL) COUNTY OATH OF SUBSCRIBING WITNESS CHA-/i!. L ES E. S/Y/EZ/JS 7Jr \"udit..:il feachl a subscribing witness to the will law, depose(s) and say(s) that HE" r..c/)~6e- :p. 2>ll=HL the testat<>r , sign the same and that HE signed as a witness at the request of testat~ in his presence and (ill Ill. l'r.&oll~. gf oaell atller) (iR tlle "ro&ell.e 6f tlle presented herewith, ~ being duly qualified according to w~ S present and saw other !i"Qi~riBiHg nitfiess(es)). Sworn to or affirmed and subscribed before me this 2nd day of w: '" x~E.~~ CtlA/UGJ eo S~,(WS 1lL o Ct.L>tt~ Jet)'J /KE"C!#-f-/V/csI!5UR6.PA 1765'S- (Address) Mary . Lewis (Name) r'.,[ (Address) ;,'J N I testat_ , REGIS R OF WILLS O~TH OF N~SU eing drlY qual" Oed according to aw, depose(s) and say(s) that familiar wi the signature of codicil SUb~g witnesses to) e will prese codICil ignature on the /will is in the handw " ing of / // that to the best 0 knowledge and be Sworn to" o~ed and subscribed befo me this V'HH da of i (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that signed as a witness at the request of testat_ in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) 21-2002-60R REGISTER OF WILLS OF C.LlI1tI6~o COUNTY OATH OF NON-SUBSCRIBING WITNESS ;Je:,cPREY ~. ):>/EHL ~ a subscriber hereto, ~ being duly qualified according to law, depose(s) and say(s) that He- 1':;; familiar with the signature of ~/q;F 1>. .l>/E7t'C. c6d:dl will testatnr of {eAu of th... ~l1hC',:,r;h;ng ulltnp<1CPC tn) the presented herewith and eaaieil believes the signature on the will is in the handwriting of that h'E GG'"oR'6>li D. 1:>reNL to the best of /f /S knowledge and belief.~J dJ /) /) If /' Sworn to or affirmed and subscribed before ~ ~lf t;;;;;;;;I me this 2nd day of &. P. (Name) ~rCH ~ -t, j.9"~ Sl t?/fRU;t?o~ /ft/e; /.#E(!4/""/f//cstS/:/A'}';.,P/I /7oJS' t!f C ~':'iS 'AL/~/N<' $t~( 'l;#.L (Address) egIs -::7 (Name) (Address) 21-2002-608 LAST WTI J, AND TEST AMENT OF GEORGE D. DIEHL I, GEORGE D. DIEHL, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my last Will, hereby revoking all prior wills and codicils. FIRST: The expenses of my last illness and funeral shall be paid from my estate. SECOND: I hereby give and bequeath, absolutely and in fee simple, to my spouse, BETTY J. DIEHL, all my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment, provided that if my spouse dies before the thirtieth (30th) day following the day of my death, this gift shall lapse or be divested and I make said bequest to my issue, per stirpes, living at the time of my death, to be divided among them as they shall agree. If they cannot agree for any reason, then these items shall be sold at public auction, my issue being permitted to bid upon such items without specific permission of the court even though they might be a fiduciary at the time. My Executor shall represent any minor child in any division of such propeny and shall deliver to the person standing in the place of a parent to such minor, without bond, such ponion of the minor's share as my Executor, after considering the minor's wishes, deems appropriate and shall sell the balance and pay the proceeds to my Trustees to be retained for the minor under Item SEVENTH hereof. TIIIRD: Should I so desire, I will make a series of specific bequests to specific individuals on a plain piece of paper to be signed and dated by me and to be insened with this, my Last Will and Testament. FOURTII: The gift to my spouse in this Item is intended to give my estate the marital deduction effective under the Internal Revenue Code to reduce Federal estate tax. Any provisions in this Will which conflict with or fail of this intention shall be so reconciled or amplified as to accomplish this objective. If my spouse, BETTY J. DIEHL, survives me, I direct that my Trustees, hereinafter named, hold, IN TRUST, an amount free of all taxes equal to the maximum marital deduction allowable to my estate for Federal estate tax purposes, reduced by an amount, if any, needed to increase my taxable estate to the largest amount that after allowing for the unified credit and any other credits available to my estate, will result in no Federal estate tax, and pay the net income therefrom not less frequently than quanerly to my spouse for life. My spouse shall have power to appoint all or any pan or pans of the principal of this Trust to herself or a class composed of the issue of myself and my spouse. This power shall be exercised by her alone and in all events by specific reference thereto in her Will, or by delivery at any time or times during her lifetime of a written direction to my Trustees who shall thereupon make payment as she directs. My Trustee shall pay to her personal representatives from any unappointed principal the difference between all taxes, interest and penalties which they must pay by reason of her death and those which would be payable by them if such unappointed principal were not taxable in her estate and shall add the balance of such unappointed principal to my residuary Trust. FIFTH: I give and devise the residue of my estate, real and personal, to my Trustee hereinafter named, IN TRUST, as follows: A. The net income therefrom shall be paid to my spouse, BETTY 1. DIEHL, for life. B. My spouse shall have the power to appoint to herself up to the greater amount of five percent (5%) or $5,000 annually from the principal of the residuary trust under this Item. This power of appointment shall be noncumulative and may be exercised during my spouse's lifetime only by her giving the Trustee written direction other than by her Will. C. Upon the death of my spouse, or in the event my spouse predeceases me, my estate shall be distributed as follows: I. All the rest, residue and remainder of my estate shall be divided into two equal shares, and one share shall be paid to my son, GREGORY D. DIEHL, and the other share shall be paid to my son, JEFFREY D. DIEHL. In the event either of my aforesaid children should predecease the survivor of my spouse and me, his share shall be paid to his surviving issue, I2IlI: stb:pes. or in default of such issue, shall be paid to my remaining child, or to that child's surviving issue, ~ stiqJes, as the case may be. 4. If no issue of my children survive the survivor of my said spouse and myself, the remaining undistributed principal and accumulated income shall be divided into two equal shares and one share shall be paid to my heirs who would be entitled thereto under the Intestate Laws of Pennsylvania in effect at the death of the survivor of myself and my spouse; and the other share shall be paid to my spouse's heirs who would be entitled thereto under the Intestate Laws of Pennsylvania in effect at the death of the survivor of myself and my spouse as if my spouse had then died Intestate. SIXTH: Trustee may use principal of the trust under Item FOURlH hereof (Marital Deduction Trust) only for the benefit of my spouse. With the foregoing exception my Trustee may use principal from the trust under Item FIFlH hereof (Residue Trust) for the benefit of my spouse and issue as that Trustee deems necessary: A. To meet the expense of any accident, illness or other emergency befalling any of them; B. For maintenance, support and education (including college and graduate school); C. To pay funeral expenses, including the cost of a grave marker and perpetual care of the grave. Any principal used for the benefit of my issue shall be charged as an advancement from his or her family's share of the trust. FUrther, any invasion on behalf of any issue cannot exceed the amount that would be allocated to his or her family's share of such trust. Notwithstanding the foregoing, the power to consume, invade or appropriate property for the benefit of my spouse and issue shall be limited by ascertainable standard relating to health, education, support or maintenance within the meaning of subparagraph (a) of Section 2041(b)(1) of the Internal Revenue Code of 1954 or any similar provision which may be in effect at the time of my death so that such power will not constitute a general power of appointment. SEVEN1H: I appoint my Trustee as Guardian to hold for minors all property payable by law to a guardian appointed by my Will and use the same for the minor's maintenance and education, either directly or by payment to any person selected to disburse it, whose receipt shall be a complete acquittance therefor. All unexpended income and principal shall be paid to the minor at majority. For purposes of this Will, majority shall be construed to be when the individual attains the age of twenty-five (25) years. EIGHTH: No provision of this Will is intended to exercise any power of appointment, including any power of appointment granted to me by my spouse's estate planning or other documents. NINlH: All taxes, interest and penalties thereon payable by reason of my death with respect to property comprising my gross estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate under Item FOURlH c.l., provided however, that funds of my Trust created herein may be used to pay taxes, interest and penalties attributed to such trust assets. TENTII: No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation, and the personal receipt of such beneficiary shall be the sufficient and only discharge of my Executor and Trustee unless otherwise provided herein. F.I EVENTII: In addition to powers given them by law, my Executor and Trustee and their successors and any guardian acting hereunder shall have the following discretionary powers applicable to all real and personal property held by them, effective without court order and until actual distribution: A. To retain all property received by them including the stock of any corporate fiduciary acting hereunder, provided such property remains productive; B. To invest in all forms of property without restriction to investments authorized to fiduciaries, so long as such investments are productive; C. To join in any incorporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors; D. To compromise controversies; E. To exchange or sell for cash, property or credit, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of the trusts hereunder, without liability on the purchasers or lessees to see to application of the consideration, and to give options for these purposes without obligation to repudiate them in favor of a higher offer; F. With respect to my residuary trust under Item FIFI1I hereof, to allocate items of receipt or disbursement between income and principal as they deem equitable regardless of the character given such items by law; G. To apply income or principal to which any beneficiary is entitled directly for his or her maintenance and support should they deem such beneficiary incapable of receiving the same by reason of age, illness or any infirmity or incapacity, or to pay the same to such person as they select to disburse it, whose receipt shall be a complete acquittance therefor, without the intervention of any guardian; H. To borrow money, including the right to borrow from any corporate fiduciary acting hereunder, and mortgage or pledge as security; I. To hold investments in the name of a nominee; J. To distribute in cash or kind or partly in each at valuations fIxed by them; K. To assume continuance of the status of any benefIciary with reference to marriage, divorce, illness, incapacity or other change in the absence of informa- tion deemed reliable without liability for disbursements made on such assumption; L. To elect to value my gross estate for Federal estate tax purposes as of the date of my death or as of the alternate valuation date as allowed for such purposes, and to claim as income tax deductions expenses that would otherwise qualify as estate tax deduction and other elections allowable under law; M. Except to the extent necessary in order that the trust under Item FOURTH hereof qualify for the marital deduction allowable under the Internal Revenue Code, it shall not be necessary to segregate investments as belonging to a particular trust or share therein and all interests may be held in undivided form in a single fund from which proportionate distributions are made based on current reappraisals; N. To merge any similar trust established by my spouse where the terms of the same are identical; O. To make income or principal distributions during the course of adminis- tration of my estate or trust created hereunder; P. In the event that I am the benefIciary of a qualifIed terminal interest trust and the same is taxable in my estate, I direct that my Executor shall seek reim- bursement from said trust for all taxes due by my estate because of the inclusion of such trust in my estate, said computation of taxes due to be computed by taking taxes owed by my estate and such property included therein as compared to the taxes my estate would owe in the event said property were not taxable in my estate; and Q. To undertake any and all acts deemed necessary and proper by it for the proper and advantageous management of any trust and the settlement of my estate. lWEI.FIH: No fiduciary who is a benefIciary of my residuary trust created in Item FIFTH hereof shall participate in the exercise of any discretionary power to use the principal thereof for the benefit of any person or to apportion or allocate items of charge or credit between principal and income of such trust. Additionally, no fIduciary named herein shall participate in any discretionary decision to invade or use the principal of any trust hereby created for his benefIt or for the benefIt of his issue and in addition no fIduciary named hereunder shall enter into any reciprocal arrangement with any other fiduciary to make such discretionary distributions. No fiduciary named herein shall have any power with regard to the administration of a trust created hereunder if such power would cause the trust to be includible in his or her estate for federal estate tax purposes. THIRTEEN1H: Any person, other than my spouse, who shall have died within thirty (30) days of my death, shall be deemed to have predeceased me. If my spouse and I die simultaneously, or under such circumstances that the order of our deaths cannot be established by proof, my spouse shall be deemed to have survived me. Any person (other than myself) who shall have died at the same time as any then recipient of income or in a common disaster with such beneficiary, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased FOURTEEN1H: I appoint my spouse, BETTY J. DIEHL, as Executrix of and as Trustee under this my Will. In the event my said spouse cannot act or continue to act as Executrix and/or Trustee for any reason, I appoint my two sons, GREGORY D. DIEHL and JEFFREY D. DIEHL, to act in her place. No fiduciary acting hereunder shall be requited to post bond or enter security in any jurisdiction. FIFTEEN1H: My Corporate Fiduciary, if any, shall receive compensation for the performance of its functions hereunder in accordance with its Schedule of Fees in effect from time to time during the period over which its services are performed. IN WITNESS WHEREOF, I have hereunto set my hand and seal this l.2il day of August, 1993, to this and the preceding five (5) pages, and I have also placed my initials on each preceding page for better identification and greater security. ~~.~ GE~GE D. DIEHL (SEAL) Signed, sealed, published and declared by the above-named Testator, GEORGE D. DIEHL, as and for his Last Will and Testament. in the presence of us, who at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. ~r:~.d? ~c2.~ RENUNCIATION 21-2002-608 In ReEstate of G t;; o let> E n. PIEHL deceased. To the Register of Wills of C....",BE'a.LANl:> County, Pennsylvania. The undersigned G((E;G-OI'l.Y "D. PIEHL. 'So., . of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters -re.5+o.men ~ry beissuedto .JEFFREY :D. DIEHL WITNESS d hand this ;;'~nJ day of VUAlF . f'- ZOO2;- · J5~CJ;J;)) C:rREG-~RY -0. 7)Je:I-/L l'flt VIC7tJlf/A ~H-IIIE I'IP-ri;JS, CALlrDR/II1A 9Sb03 (Addr.ss) ~-.J I (Signature) ':"'-J ~-. ., _,.......A (Address) (Signature) (Address) RENUNCIATION 21-2002-608 In ReEstate of G Eor?G- liE 'D. J) \ f H L. deceased. To the Register of Wills of C. I..l M BE" R.I.A).)1> County, Pennsylvania. The undersigned BE T-ry :r. DIEHL. s",rviV;>11 spo\.\,se. . of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters TestaMentary , be issued to .,jf"FFREY 1). ""D1E"HL WITNESS ~ hand this ~.;1, nol day of .::ruN I; , tI- ~O.Z- )<. ~( >-'-, 9-.~ (Signature) '8 I;" TT)< To PIe; N L :0001 s. /=1t..3ERT SoT. mECH~NIC58lJ..(U:', PA /70GS- (Addres.) \'-.} I , -0-) " ;=; '., ' .. _..' (Signature) (Address) (Signature) (Address) .::r IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF GEORGE D. DIEHL, Deceased ORPHANS' COURT DIVISION ESTATE NO. 21-02-00608 DISCLAIMER I, BETTY J. DIEHL, of Mechanicsburg, Pennsylvania, hereby declare that I am the surviving spouse of George D. Diehl, ("Decedent") who died on June 15, 2002. At the time of the Decedent's death, he owned certain assets jointly with me. I, BETTY J. DIEHL, hereby irrevocably and completely disclaim and refuse to accept any and all of the one-half survivorship interest in certain assets jointly held with me as specifically identified on Exhibit A, attached hereto and made a part hereof, by this reference. I do not disclaim any interest in the above-described assets that I may receive as a part of the George D. Diehl Credit Trust as more fully described in the Decedent's Will, Paragraph Fifth. Dated the 15th day of March, 2003. WITNESS: ~ ~ ~B -K{ ~fI'~ BETTY J. DIEHL (SEAL) ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: On this 15th day of March, 2003, before me, the undersigned officer, a Notary Public, in and for the said county and state, personally appeared BETTY J. DIEHL, who, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Disclaimer are true and correct to the best of her knowledge, information and belief and that she executed the same as her voluntary act and deed. (44~ Notary Public My Commission Expires: (SEAL) Notarial Seal VICky Ann Trimmer, Nolaly Public Susquehanna Twp., Dauphin County My Commission Expires Mar. 1" 2006 Member, Pennsylvanra AssociatIon Of Notaries IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF GEORGE D. DIEHL, Deceased ORPHANS' COURT DIVISION ESTATE NO. 21-02-00608 RECEIPT OF DISCLAIMER The undersigned being duly sworn according to law, deposes and says that he is the Executor of the Estate of George D. Diehl, and that on the date and place as hereinafter set forth, he received the foregoing signed Disclaimer from Betty J. Diehl. Date Place 3/15/03 302 South Filbert Street Mechanicsburg, PA 17055-6535 Siqnature ~11- [}lI7oiehl Sworn to and subscribed before me this 15th day of March, 2003. ~Jl~~ Notary ublic My Commission Expires: (SEAL) Notarial Seal ~ Vicky Ann Trimmer, Notary Public Susquehanna T wp., Dauphin County My Commission Expires Mar ! 1, 2006 Me:nD0f, PeqnSViV"'lia A~;s(y:i.'J'lf;(1 (',~ l\h!,'l'-'-'" IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF GEORGE D. DIEHL, Deceased ORPHANS' COURT DIVISION ESTATE NO. 21-02-00608 EXHIBIT A 000 VALUE Waypoint Bank CD #800008670 Waypoint Bank Ckg. #1800014318 Waypoint Bank CD #1861319874 Waypoint Bank CD #1866319862 Waypoint Bank CD #20021764 Waypoint Bank CD #7000008751 Waypoint Bank CD #7100021260 Waypoint Bank CD #8000002430 Waypoint Bank CD #8000007338 Waypoint Bank CD #8000009964 Waypoint Bank CD #8000012017 Waypoint Bank CD #8000026485 Waypoint Bank CD #8000034900 Waypoint Bank Ckg. #90752064 Members First Feu Sue. #83316-00 Members First FCU Life Svg. #83316-04 Members First Inv. Svg. #83316-05 Wachovia Securities Acct. #2793-2513 Money Market Balance 4 Sh. Agere Syst. Inc. Class A 106 Sh. Agere Syst. Inc. Class B 170 Sh. AT&T Corp. 33 Sh. Avaya Inc. 54 Sh. AT&T Wireless Services 716 Sh. Charter Municipal Mtg. 400 Sh. Energy East 8.25% PFD 401.901 Sh. Lucent Technologies $15,220.26 9,728.77 12,859.26 10,023.21 41,712.21 16,110.35 10,160.36 16,504.11 15,943.41 10,530.89 16,655.33 10,248.96 10,269.94 2,651.57 1,527.65 4,002.67 5,201.20 .98 '!:~~ .~ ,;:5 ~(F) ., 0& S" D!';".Og,g I ' "'":!> ~'~/!l.$ ;;~ .:./:.." j.r.;. ( ...:-....,.tJ' $1); /,'J jil" ~/' ? : ~ .... .2 (f) ,~ ,::'ff~;'~ :, -' ~~);p f J/~J<7' g i ~.,'J~.~n ~ '~.-. t' .......... 100 Sh. Merck & Co., Inc. 100 Sh. Pepsi Co., Inc. 605 Sh. Royal Bank Scotland 1,150 Sh. Waypoint Financial 20 Sh. YUM Brands Inc. 500 Sh. PLM Income Fund I Ltd. Partnership 10,000 Sh. Hertz Corp. 6.25% due 3/15/09 ","Ie !Ii ~s(>5 j '::'0"'2 o.:U_" _ c-.f;'- 0 .mj&j U) '" ., lti Qi"C! Ql ,~ ~ E'"l ,&f J!! ~ .' k-/ ' O-fj":;:W ,. z....._ s ,~.''' e !a:..~!:_t '<{ e.':21 " .Ft;~f{lg; ~tr~!Q P dU.-. ::IJ .~!.Y' ''-~ i ;j, --- ''''.-' ---.1"" :323288.l Name of Decedent: Date of Death: Will No.: STATUS REPORT UNDER RULE 6.12 G~ol(6E J>. Ptt!:.J..lL Co . I 5" ' O'Z. Admin. No.: ~ / - o:l-bod 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 ro No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No J;i!:l b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal ~resentative state an account informally to the parties in interest? Yes )lll No 0 c. 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 report. . ~;1 _' 4.1 ....-----. Date: 1'/'J-o'/ ~~~ Signature i3fl~b ~~1P Name ~- Ci co I/) ~ G: .t.~ n.J o Q u (1) a:: N ~ i3 ~ ci '0 -0 c .'!1 ~ ";:: ~ UJ= ",~",.' - .:JU Al.edt~HI&?~ ;;'4 /7 jj ~-~ ? /1- 7~" -o2~f 6 t!/PK;d /?r1. Address Telephone No. .. A' Capacity: 0 Personal Representativel., ,',/-.-" )8f Counsel for personal rep~tative CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner ofTrind/e and Clouser Roads MECHANICSBURG, PA 17055 GEORGE M. HOUCK (1912-1991) TELEPHONE (717) 766-0209 FAX (717) 795-7473 July 19,2004 Register of Wills/Clerk of Orphans' Court Cumberland County Courthouse I Courthouse Square Carlisle, P A 17013 RE: Estate of George D. Diehl Admin. No. 21-02-608 Dear Register of Wills: Please find enclosed the Status Report for the George D. Diehl Estate. I was making secretarial changes during the time in question and apologize for any inconvenience this may have caused. I trust this will resolve the matter. Thank you for your patience. Very truly yours, f!kIu p ~r- Charles E. Shields, III Attorney At Law CES :slk Enclosure PS.J~~IJ#.~~~t~~ C:f ~L'Q ~ ~~. ~. C.S_ .. < ~ ~'~"., '" " ',;,.",.;.., .--' 'i,' " uSA$l n H .1. Ii ~l>' .. 'I It I fl II' , i'" I: ie1ds, III ld eg, PA 17055 Ann Capozzi ister ofWiIls lberland County Court House lurt Square lisle, PA 17013 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NDTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX Rcc;q Rce :-'t" DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-08-2004 DIEHL 06-15-2002 21 02-0608 CUM8ERLAND 101 CHARLES E SHIELDS IIILW 6 CLOUSER RD MECHANICSBURG MAR-5 P3:42 *' IEV-1541fXAFP[DI-05> GEORGE D PA In.Q~5 Cumbel _C Allount Re..itted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4;-Eif-,\j=p-foFoirNo,.-icE--oF-YtiHERiTAifci-YAx-A-pjiRAisEiiENT~--AiXoWAi'-ci-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DIEHL GEORGE D FILE NO. 21 02-0608 ACN 101 DATE 03-08-2004 TAX RETURN WAS: I X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of line 14 at Spousal rate (15) 16. A.aunt of line 14 taxable at Lineal/Class A rat. (16) 17. Allount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 509,500.08 X 00 = .00 168,862.48 X 045 = 7,598.81 .00 X 12 = .00 .00 X 15 = .00 (19)= 7,598.81 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds [Schedule 8) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 131, 000.00 45.048.43 .00 .00 111,190.96 .00 413.230.71 IB) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 22,034.00 73.54 Ill) (12) (13) (14) NOTE: To insure proper credit to your account} submit the upper portion of this form with your tax paYllent. 700,470.10 77.107 ~4 678,362.56 .00 678,362.56 Tay CREDIT": (" AHOUNT PAID DATE NUHBER INTEREST/PEN PAID 1-) 12-12-2003 CD003336 .00 7,598.81 8ALANCE OF UNPAID INTEREST/PENALTY AS OF 12-13-2003 TOTAL TAX CREDIT 7,598.81 BALANCE OF TAX DUE .00 ~ INTEREST AND PEN. 283.16 TOTAL DUE 283 . 16 ~. ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~{, V BUREAU OF INOIVIDUAL TAXES INHERITANCE TAX DIVISION nEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY~16G7 EX iFP UI-U) CHARLES E SHIELDS III '04 6 CLDUSER RD MECHANICS BURG PA 1~U~5 Cnn:.. APi~ 26 f' 1 ::9 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-12-2004 DIEHL 06-15-2002 21 02-0608 CUMBERLAND 101 GEORGE D Allount Re..itted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for.. with your tax pay.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RW=i6'iWEx-AFi.--cilFii3y------....--iilifERI':ANc'E--iiiiCSTA-fi!;;iENi-oTilcciiUi.ff--....-m-----m-mm-- ESTATE OF DIEHL GEORGE D FILE NO.21 02-0608 ACN 101 DATE 04-12-2004 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUH"ARY OF THE PRINCIPAL TAX OUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTEO INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-08-2004 PRINCIPAL TAX DUE: 7,598.81 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-12-2003 CD003336 .00 7,598.81 03-13-2004 CDO 036 77 283.16- 283.16 TOTAL TAX CREDIT 7,598.81 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS OATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADOITIONAL INTEREST. I IF TOTAL OUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREOIT" ICRJ, YOU HAY BE OUE A REFUNO. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS. J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 ___n___ fold ESTATE INFORMATION: SSN: 201-16-7022 FILE NUMBER: 2102-0608 DECEDENT NAME: DIEHL GEORGE 0 DATE OF PAYMENT: 03/15/2004 POSTMARK DATE: 03/13/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/15/2002 NO. CD 003677 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $283.16 I I I I I I I I TOTAL AMOUNT PAID: $283.16 REMARKS: CHARLES E SHIELDS III, ESQ CHECK# 1183 -.-- SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-l 162 EX(l 1-96} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 _____u_ fold ESTATE INFORMATION: SSN: 201-16-7022 FILE NUMBER: 2102-0608 DECEDENT NAME: DIEHL GEORGE D DATE OF PAYMENT: 12/15/2003 POSTMARK DATE: 12/12/2003 COUNTY: CUMBERLAND DATE OF DEATH: 06/15/2002 NO. CD 003336 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $7,598.81 I I I I I I I I TOTAL AMOUNT PAID: $7,598.81 REMARKS: JEFFREY D DIEHL C/O CHARLES E SHIELDS III ESQ CHECK#102 SEAL INITIALS: RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS REV.1500E:'(!o-DO / j- '1:3 -c REV-1500 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W (.) W C DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) :DIEHL, GlitJ/?r;€ D. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) tJ' -15"- :ltJo.2. tJ(g - :/7- 1'12 B (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BeTTY oJ. :DIeHL w ... ~$(f) 0"'>< w"O ,,00 0"'-' .... .. <( lZI1. Original Return D 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received o 2. Supplemental Return D 4a. Future Interest Compromise (date 01 death afler 12.12-82} o 7. Decedent Maintained a living Trust (Attach copy 01 Trust) o 10. Spousal Poverty Credit (datl'lofdeath between 12-31-91 and 1-1-95) ... z w o z o .. ., w '" '" o o HIS NAME 0h' / GZ DS .lIT ,M I; Cf.lll-l2LES ED L P D 1:;:. D... fll l:tIM,IAX INFOR :rIONSHOULDSI;DIRE;CTE;:O TO: COMPLETE MAILING ADDRESS E. .' ./ us:.:: :l~,!~,,' FILE NUMBER .:21- 02 OQ~Q...~ NUMBER COUNTY CODE YEAR SOCIAL SECURITY NUMBER aol 1(" 7022. THIS RETURN MUST BE FILED IN DUPLICATE WITH THi REGISTER OF WILLS SOCIAL SECURITY NUMBER I ff'l - 1:2 - ~"O(P D 3. Remainder Return (date of death prior 10 12.13-82) D 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0 FIRM NAME (I' Applicable) ~ CLtJUS6f1 RD. I}1E{!H~NICS6'k/fG; ,.P",. /7tJSS TELEPHONE NUMBER 7/7- 7~'" -0209 z o ~ ::;) I- a: c( (.) W " 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total lines 9 & 10) 11 3 I, OOO.oD lf~ tJ'-IY.'13 0- 0- 'if III, /9f), '1' (1) (2) (3) (4) (5) (6) -0- (7) t "f/3.-~3o.71 (9) (10) ~ 2.:l , tI.3 '1- D" 7:?S'/ 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !ci: I-' ::;) a. :E o (.) >< ~ OFFICIAL USE ONLY (B) F 7tltJ) Lf7tJ,ltJ (11) (12) (13) 11 ~:z, I07.S't ... ('7', 3(.2.5'" o (14) 'I' "7" 3f,z.. Sc. 15. Amount of Line 14 taxable at the spousal tax -So'i,sco.o8 x.oL -e-- rate, ortransfers under Sec. 9116 (a){1.2) (15) ~ I G, '0 J ~"L.' .., '0 , e,f 16. Amount of line 14 taxable at linea! rate xo~ (16) 7, 5"7'B. 17. Amount of Line 14 taxable at sibling rate () x .12 (17) 0 0 x .15 (18) 0 18, Amount of Line 14laxable at collateral rate 19. Tax Due (19) "7, 5'7 '6. B\ 200 CHECK HERE; IF YOll ARE REQUE;STING A REFUND OF AN OVERPAYMENT > >,'.E\,E;,~!J~E: ,T9. A!'lSl!V:j;~,4LLJ;j\lE;3J'jP.t!l; .0!'lREVfi~l;E; SIDE:~NI:l RE;CHE;.<;i< I\lATH < <, . Decedent's Complete Address: STREET ADDRESS 302 S. FIL.BERT S7 CITY /YIECHA/V/csBl(~G I STATE PA I ZIP (70S S- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A, Spousal Poverty Credit B. Prior Payments C. Discount (1) .. 7, 6'9 B. 'B, ( Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D, Interest E. Penalty TotallnterestfPenally ( D + E ) (3) 4. ff Line 2 is greater than Line 1 + Line 3, enter lhe difference, This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. if Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. ; 7, S''7 e, e ( A. Enter the interest on the tax due. (5) (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT ;;0~~~'!~~~;it::~lf~~~?$~~~::,.,,,,,,,,,,. Ji.!IJ~{~_",;J~~I*~~~~';{ ,.-,.~,,~~~~_'::t~?~~~Ni&;>;;'~ I 7, S9f3. 8,1 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS IZI D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, 1. Did decedent make a transfer and: Ves a, ratain the use or income of the property lranslerroo;........................................................................................., D b, retain the right to designate who shall use the property transferred or its income; ............................................ D c. retain a reversionary interest; or .........."........,...,............................................................................................ ..... 0 d, receive the promise for life of either payments, benefits or care? ...""........."............."..................."........"...... D 2, If death occurred afier December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .... ....,.............. ............ ......... ..........................,...............,....................... 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........... .. lZJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ..,........................................................................................... .......................... No ~ ~ ~ ~ t&1 D Under penalties of pe~ury, I declare that I have examined this return. including accompanying schedules and statements, and to /he !Jes! of my knowledge and belief, it is lrue. correct and complete Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. DATE 1L.-,\.o3 1'/1 /7oSS' DATE I?-" -0:3 . SH /B-J>S 7!l' /€t>4-P, /11E(!.HHIrI/(!SBUA!6, p-" /70S!> 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 3% [72 P,S, 99116 (a) (1.1) (i)]. For dates of death on or afier January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S, ~9116 (a) (1,1) (H)]. 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 afier Juiy 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 chifd is 0% [72 P,S, 99t16(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4,5%, except as noted in 72 P,S. 99116(1.2) [72 P.S, ~9116(a)(1)]. The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's siblings is 12% [72 P.S, ~9116(a)(1.3)], A sibling i5 defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. "v.,""".".,,'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R SIOENT DECEDENT SCHEDULE A REAL ESTATE - EST ATE OF 1) I E f1 L J r;;~ OR.(;. E D. FILE NUMBER .2/-02 -hoS' 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 bf !tween a willing buyer and a willing seUer, neither being compelled to buy or sell, both hailing reasonable knowledge of the relevant facts. Real property which )s jointly-owned with right of ~i rvivorshiD must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ,41/1 t{A1f)/J//(JEb pNE-N~ rY.zJ 1/YlB2EST ~ " 7ili;nI;1-Nr I/Y t!P/JINP IV S/7tafTE #T -;r, LIPT ~LJ /?ESIlJe-NT//I-L );wCi",(.L.//I/6 302 S. FILBt:RT -ST" LfoNott6# ot: p7E"/I/NI'f. /J!ECH/I,f/lest3H/{~, C?k/J1l!3E/fL./HV~ C!oUI/fTy" 7/2ACT /yp.1 L)GiPiJ ~oK 3b -0- [{'II .:5a: /fpAIf'#/SA-L ,6'y .d/~ /l1L.~ERr ..., rTHCh'eV "f /,:1/, ~pp, pt> ....!- :< _ ~ lbo, 7 So. 00 .? A-AI t{fI/)/JlfO€/) pjt/E-NHi!=" rYz) /NTIF~eST AD If ~r //1" ~1If1'lf()tV I'D uT 4-tVtJ I21Fsl/)t:Nn~L DWEa.ING :5/TtU,.rE "I-r S/ pA-):'t.lt9ol> D/'Ui/IIF", q;tl'PS!' l'f-UeI/ 7PMJ/IIS#I,e:J, eUIl1J:1E12t.AND &tlNTV, r'4!r"N/l/I1. 77eHCT. /f/P. 2, ])8:f) ;BOOK 3'- - 0 -,f 91 SeE ,H////A"/I-IS/!-l :By t?t/HeK #IL8E7Z.r ,#TT.l"l--CHet) ~.I{(), SlJO,t)o -:- 2 = (.5EE TJet.tE /hi.!) &/UEcr ~f'y ot: "l>t:l?D "3{' -O-J>9/ # TIll- eHa::.) ~ 70, -<SO. 00 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 131. 000. .-0 TIllS DEED Made the nil. day of 0 c/-v ~ ninety-three (1993). in the year one thousand nine hundred and Between GEORGE D. DIEHL and BETIY 1. DIEHL, his wife, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, Grantors, and GEORGE D. DIEHL and BETIY J. DIEHL, his wife, of the Borough Mechanisburg, Cumberland County, Pennsylvania, each to hold an undivided one-half (1/2) interest as a tenant in common, Grantees. THIS IS A TRANSACTION BETWEEN HUSBAND AND WIFE AND TIIEREFORE IS TAX EXEMPT. WITNESSETII, that in consideration of the sum of ONE ($1.00) DOLLAR in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantees, each to hold an undivided one-half (1/2) interest as a tenant in common: TRACT No.1: ALL TIIA T CERTAIN piece or parcel of land situate in the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, more particularly bounded and described as follows, to wit: BEGINNING at a point on the west side of Filbert Street (50 feet wide) said point being fifteen (15.00) feet measured southwardly from the dividing line between Lots Nos. 3 and 4 in the Plan of Lots hereinafter mentioned; thence South 66 degrees 33 minutes West, a distance of one hundred ten (110.00) feet to a point; thence South 23 degrees 45 minutes East, a distance of ninety-five (95.00) feet to a point; thence North on a line parallel with the dividing line between Lots Nos. 1 and 2 on said Plan, 66 degrees 15 minutes East, a distance of one hundred ten (110.00) feet to the West side of Filbert Street; thence along the West side of Filbert Street, North 23 degrees 45 minutes West, a distance of ninety-five (95.00) feet to a point, the place of BEGINNING. BEING the southern forty-five (45.00) feet of Lot No.3 and the northern fifty (50.00) feet of Lot No.2, Section "F" in the Plan of Blackburn Village as recorded in the Cumberland County Recorder's Office in Plan Book 6, Page 7. HAVING thereon erected a single brick dwelling house known as No. 302 South Filbert Street, Mechanicsburg, Pennsylvania. - '-0 w = CJ ---< r-' I'J -., I:;; :-1 C) , c:> . -u ::3 r-' 1"'0 I~ -:J C:;. C} ", COl -q _u" ::; ;.::: ' - rr, f"- -~ Pl .. -: C) :~~ , (f> " !>- BEING part of the same premises (Tract No.1 thereof) which Harold B. Gerber and Earlene F. Gerber, his wife, by their deed dated December 1, 1971, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, in Deed Book "K", Volume 24, Page 59, granted and conveyed unto George D. Diehl and Betty J. Diehl, his wife, the Grantors herein. TRACT NO.2: ALL TIIAT CERTAIN lot of ground situate in the Township of Upper Allen, County of Cumberland, and Commonwealth of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point in the southern line of Oakwood Avenue (50 feet wide), which said point is in the division line between Lots Nos. 158 and 60 on the hereinafter mentioned Plan of Lots; thence along the southern line of Oakwood A venue in a northeasterly direction by the arc of a circle curving to the left, said circle having a radius of one hundred twenty-five (125.00) feet, the arc BOor 036 P,\([ 891 Pronertv Descrintion File No. 02-215M1 Pronertv Address 302 Souith Filbert Street Citv Mechanicsbura State PA liD Code 17055 Lellal Desai[].\ion See attached deed Countv Cumberland Assessor's Parcel No. Tax Year R.E. Taxes $ Special Assessments $ Borrower Georne D Diehl Current Owner Estate Occunan!: I I Owner I I Tenant I I Vacant 01 Pronertv rjnhts annraised I X I Fee Simola I leasehold I Project Tvne I I PUD I I Condominium IHUDNA oniv) HOA$ /Mo. Neinhborhood Dr Project Name Borounh of Mechanicsbura Man Reference Census Tract 115 Sale Price $ ESTATE Date of Saie NI A Desaintion and $ amount of loan charoeslconcessions to be oaid bv sellerNI A lender/Client Georne D Diehl Estate Address 302 South Filbert Street Mechanicsbura. PA 17055 Annraiser Mark E. Hilbert Address 14 North Walnut Street Mechanicsbura. PA 17055 location U Urban 0 Suburban U Rural Predominant Single family housing Present land use % Land use change Built up [Xl Over 75% 25-75% 0 Under 25% occupancy PRICE AGE One family 82% [Xl Not likely o Likely $(000) (yrs) Growth rate 0 Rapid [Xl Stable 0 Slow [Xl Owner 90 low 10 2-4 family 10% o In process Property values ~ Ina-easing 0 Stable 0 Declining ~ Tenant ~25 Hinh ~:Multi-faniIY 3% To: Demand/supply H Shortage [Xl Inbaanoe 0 Oversupp~ X Vacant(0-5%)! Predominant) Commercial 3% Marketin'" time Under 3 mos. iXi 3-6 mos. MOver 6 mos. Vacant IOV<< 5%' 145 I 65 V. Land \ 2% Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics; Propertv is located alonn South Filbert Street in the Borouoh of Mechanicsburn Cumberiand . Countv Pennsvlvania. . . Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): , Pronertv has aood access to emalovment and services. . " Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time - - such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): With the imoorvino markets sellers are not reouired to offer sales or flnancinn concessions. Financino is readilv available from a varietv of sources. Vacant land should have no effect on resale or marketabilitv. . Project Information for PUDs (If applicable) - -Is the developer/builder in control of the Home Owners' Association (HOA)? U YES TI NO , Approximate total number of units in the subject project N/A . Approximate total number of units for sale in the subject project N/A Describe common elements and recreational facilitiesN/A Dimensions 110 x 95 x 110 x 95 Topography Level Site area 10450 Sq.Ft. +/- Corner Lot 0 Yes lliJ No Size 0.239 Acres Specific zoning classification and description Residential Shape Rectanaular Zoning compliance [Xl Legal IXlO Legal nonCO~Ining (Qandfathered use) D-'Illegal 0 No zoning Drainage Appears adenuate Hiahest & best use as imoroved: X Present use Other use (explaini View Residential Utilities Public Other Off-site Improvements Type Public Private Landscaping Adeouate Electricity [Xl 100 AMP Street Macadam ~ 0 Driveway Surface Concrete Gas [Xl Curb/gutter Concrete 0 Apparent easements Tvpical L1tililv Water [Xl Sidewalk Concrete 2i ~ FEMA Special Flood Hazard Area o Yes [Xl No Sanitary sewer Px1. Street lights Yes 2i ~ FEMA Zone "C" Map Date 3-3-92 Storm sewer Allev None FEMA Man No. 420362-0005-D Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): None aooarent. Subiect however to reservations, easements, conditions and riaht of wav of record. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units One Foundation Block Slab Part Aiea Sq.Ft. 760 Roof @ No. of Stories One Exterior Walls Brick I Stone a-awSpaoe No % Finished 50 Ceiling Type (Det./Att.) Detached Roof Surface Composit Basement Part Ceiling Celllno Tile Walls 0 Design (Style) Ranch Gutters & Dwnspts. Aluminum Sump Pump Floor Drain Walls Panel Floor 0 Existing/Proposed Existinn Window Type Casement Dampness None Noted Floor Vinvl Tile None 0 Age (Yrs.) 50 Storm/Sa-eens Yes I Yes Settlement None Noted Ou~de Entry None Unknown 0 EffectiveA"e Yrs' 8-10 Manufactured House NO Infestation None Noted . ROOMS Fover Uvina Dinina Kitchen Den Familv Rm. Rec. Rm. Bedrooms # Baths laundry Other Aiea So.Ft. , Basement 1 1 Storane 760 , Level 1 1 1 1 3 2 1540 . Level 2 . Finished area above nrade contains: 6 Rooms' 3 Bedroom s): 2 Bathls" 1 540 Sauare Feet of Gross Uvinn Area , iNTERIOR Materials/Condition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE; Floors CarpeUAvq. Type Hot air Refrigerator ~ None 0 Fireplace(s)# ~ ~ None 0 . Walls Drvwall/Avn Fuel Gas Range/Oven Stairs 00 Patio Garage # of cars Trim/Finish Wood I Avn Condition.A.veraae Disposal ~ Drop Stair ~ Deck 0 Attached Bath Floor Vlnvl/Avo COOLING Dishwasher Scuttle Porch ~ Detached Bath Wainscot Fibernlass/Avn Central Yes Fan/Hood l$, Floor Fence Built-In Doors Hollow Corel Ava Other None Microwave X Heated Pool Carport 1 CondilionAverane Washer/Drver Finished Fla Room Drivewav 2 Additional features (special energy efficient items, etc.): None Noted Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc : No maior renairs noted. No evidence of functional or external obsolescence. . Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of the subject property: There are no visible or annarent adverse environmental conditions that would nenativelv imnact the value of the subiect. Summarv Annraisal Renort UNIFORM RESIDENTIAL APPRAISAL REPORT Diehl Estate FreddieMacFCfm70 6-93 PAGE 1 OF 2 PrQduced using Polaroid Oigilal SoluUQn, software, 8QO,234,8727 www,polaroldlorms.com FannieMaeFCfm1004 6-93 MARK E. HILBERT & ASSOCIATES Diehl Estate File No 02-215M1 SUMMARY APPRAISAL OF REAL ESTATE LOCATED AT: 302 Soulth Filbert Street Mechanicsburg, PA 17055 FOR: George 0 Diehl Estate 302 South Filbert Street Mechanicsburg, PA 17055 AS OF: ~~ BY: Mark E. Hilbert Mark E. Hilbert and Assoc 14 North Walnut Street, Mechanicsburg, PA 17055 717-7664988/717-795-9301 UNIFORM RESIDENTIAL APPRAISAL REPORT Diehl Estate pronertv DesC'rintion File No. 02-215Ml Property Address 302 Souith Filbert Street Citv Mechanicsbura State P A Zio Code 17055 leoal Desai,.on See attached deed Countv Cumberland Assessor's Parcel No. Tax Year R.E. Taxes $ Soedal Assessments $ Borrower Georae D Diehl CUrrent Owner Estate Occupant: I I Owner I -I Tenant I I Vacant II Prooertv riohts almraised I X I Fee Simole I I leasehold I Prolect Tvoe 1 I PUD 1 Condominium IHUDNA onlv\ HOA$ IMo. Neiahborhood or Proiect Name Borouah of Mechanicsbura MaD Reference Census T fact 115 Sale Price $ ESTATE Date of Sale NI A Oesa-Iotion and $ amount of loan charaes/concessions to be paid bv seUerNI A LenderlClient Georoe D Diehl Estate Address 302 South Filbert Street Mechanicsburo. PA 17055 Aooraiser Mark E. Hilbert Address 14 North Walnut Street Mechanicsbura. PA 17055 Location W Urban X Suburban Q ~ural Predominant Single family housing Present land use % Land use change Built up [K) Over 75% 25-75% Under 25% occupancy PRiCE AGE One family B2% ~ Not likely OUkely X '(OOO) (yrs) Growth rate ~ Rapid Stable 0 Slow ~ Owner 90 low 10 2-4 family 10% In process Property values X Increasing "" Stable 0 Declining Tenant ~25 Hloh . X Multi-family 3% To: Demand/supply R Shortage In balanre 0 Ova" supply fE1 ~acant(0-5%) i Predominant > ,,' Commercial 3% Marketino time Under 3 m:JS. 3< 3-6 mos. MOver 6 mos. Vacant lover 5%) 145 I 65 V. land \ 2% Note: Race and the racial composition ofthe neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: Propertv is located alona South Filbert Street in the BorouQh of Mechanicsbura. Cumberland . County. Pennsvlvania. . . factors that affect the marke1ability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): . ProDertv has aood access to emDlovment and services. . " Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time - - such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): With the imoorvina markets sellers are not reauired to offer sales or financina concessions. Financina is readilv available from a varietv of sources. Vacant land shouid have no effect on resale or marketabilitv. . Project Information for PUDs (If applicable) - -Is the developer/builder in control of the Home Owners' Association (HOA)? U YES U NO . Approximate total number of units in the subject project N/A Approximate total number of units for sale in the subject project N/A Describe common elements and recreational facilitiesN/A Dimensions 110 x 95 X 110 X 95 Topography level Site area 10450 SaH. +1- Corner lot U Yes lKJ No Size 0.239 Acres Specific zoning classification and description Residential Shape RectanQular ZonJng compliance 00 Legal 0 legal nonconforming (Grandfathered use) 0 Illegal 0 No zoning Drainage ADnears adenuate Hiohest & best use as imoroved: rXlPresent use n- Other use (exolaln) View Residential Utilities Public Other Off.site Improvements Type Public Pr~te landscaping Adeauate Electricity ~ 100 AMP Street Macadam 00 ~ Driveway Surface Concrete Gas ~ Curb/gutter Concrete '== Apparent easements Tvoical Utilitv Water ~ Sidewalk Concrete ~ I- FEMA Special Flood Hazard Area DYes lxJ No Sanitary sewer Street lights Yes r2S. F FEMA Zone "C" Map Date 3-3-92 Storm sewer AIIev None FEMA MaD No. 420362-0005-D Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etq: None aooarenl. Subiect however to reservations, easements conditions and riQht of way of record. GENERAL DESCRIPTiON EXTERiOR DESCRIPTION FOUNDATION BASEMENT INSULATION ~ No. of Units One Foundation Block Slab Part Area Sq.Ft. 760 Roof >x No. of Stories One Exterior Walls Brick I Stone Cra>MSpace No % Finished 50 Ceiling ~ Type (Det/Att.) Detached Roof Surface Comoosit Basement Part Ceiling Ceilino Tile Walls I-- Design (Style) Ranch Gutters & Dwnspts. Aluminum sump Pump Floor Drain Walls Panel Floor I-- Existing/Proposed Existino Window Type Casement Dampness None Noted Floor Vlnvl Tile None I-- Age IYrs.) 50 Storm/Screens Yes I Yes Settlement None Noted Outside Entry None Unknown L- EffectiveAae Yrs.\ 6-10 Manufactured House NO Infestation None Noted . ROOMS Foyer UvinQ Dinino Kitchen Den Familv Rm. Rec. Rm. Bedrooms # Baths laundry other Area SoH. . Basement 1 1 Stora~e 760 level 1 1 1 1 3 2 1540 . Level 2 . Finished area above arade contains: 6 Rooms' 3 Bedroom sl: 2 Bath!s): 1 540 Sauare Feet of Gross Uvina Area . INTERIOR Materials/Condition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE: Floors CaroeUAvQ. Type Hot air Refrigerator ~ None ~ Fireplace(s)# ~ ~ None 0 . Walls Drvwall/Avo Fuel Gas Range/O....en Stairs Patio Garage # of cars Trim/Finish Wood I AVQ CondWonAveraoe Disposal Drop Stair 8 Deck 0 Attached 8ath Floor Vinvl/Avo COOliNG Dishwasher ~ Scuttle Porch 0 Detached Bath Wainscot Flberalass/Ava Central Yes Fan/Hood ~ Floor p. fence ~ Built-In Doors Hollow Corel Avo Other None Mia-owave rx Heated - Pool Carport 1 ConditionAveraae Washer/Dryer Finished Fla Room Orivewav 2 Additional features (special energy efficient items, etc.): None Noted Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc : No maior reoairs noted. No evidence of functional or external obsolescence. . Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of the subject property: There are no visible or aooarent adverse environmental conditions that would neaativelv imoact the vaiue of the sublect. Summarv AODraisal ReDort Freddie Mac Form 70 6.93 PAGE 1 OF 2 ProdUC9d using P~laroid Dig~aI Solutions software, 800,234,6727 www,polaroldrorms_com FannieMaeForm1004 6.93 Valuation Section [ESTIMATED SITE VALUE. . . . . . . . . . . . . . . . . . . . . . . . . . . _ $ ESiflMATED flEPRODUCTION COST-NEW OF IMPROVEMENTS: Dwelling 1,54D Sq. Ft. @$ 48.15 = $ 74,151 Bsm!. 760 Sq. Ft. @$ 12.25 = 9,310 ~ Fla. Rm./FireDlace = 6,000 : GaragelCarport ~ Sq. Ft. @ $ 9.40 = 2,256 Total Estimated Cost New ................ = $ 91,717 . Less Physical ~i' Functionai r External Est. Remaining Econ. Ufe: Depredation $6,200 I '1 = $ 6,200 Depreciated Value of Improvements. ::; $ 85 517 "As-is" Value of Site Improvements, . . . . . . . . . . . . . . . . .. ::; $ 3000 Estimated Remaininn Economic Life is -30- to -35- Years INDtCATED VALUE BY COST APPROACH. = $ 118500 ITEM I SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 302 Soulth Filbert Street 117 West Coover Street 603 East Coover Street 913 Apple Drive Address M_ehaniCSbur PA Mechanlcsbura PA Mechanicsburn PA Mechanicsburn PA Proximitv to Subiect, 0.15 Miles 0.15 Miles 0.45Miles Sales Price $ Estat $ 105000 $ 118900 ! $ 121 000 Price/Gross Liv. Area $ 0.00 III $ 98.68 III $ 92.17 III $ 75.06 III Data and/or Inspection C.P.M.L. I Agent C.P.M.L. I Agent C.P.M.L. I Agent Verification Sources County Records County Tax Records County Tax Records County Tax Records VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION I '(-)$Adi",""'"1 DESCRIPTION I . (-)IAdi",lm,"1 DESCRIPTION I '(-'$AdI",""'"1 Sales or Financing DaM 8 : DaM 25 : DaM 77 : Concessions Conventional: Conventional: Conventional: Date of SalelTime 5-02-02: 4-30-02 : 4-30-02 : Location Suburban Suburban Suburban' Suburban LeasehddiFeeS;~le Fee Simnle Fee Simnle: Fee Simple: Fee Simnle : Site 0.239 Acres 0.99 Acres/Avn : 0.27 Acres/Avn : 0.99 Acres/Avn : View Residential Residential' Residential' Residential' Desinn and Anneal Ranch Ranch : Ranch : Ranch : Qu'""'ofConslrudion Brick I Stone Aluminum: Brick I Frame: Brick! Alum. : Ane 50 Yrs. 40 Yrs ' 41 Yrs ' 42 Yrs ' Condition Averane Averane : Above Averaoe: -3 500 Averaae : Above Grade Total' Bdrms I Baths Total' Bdrlll3 I Baths : Total' Bdrms' Baths : Total I Bdrms' Baths : . RoomCounl 6: 3: 2.00 5: 3: 1.00' +2,000 6: 3: 2.00: 7: 3: 1/1' ~GrossLivinnArea 1540Sn.Ft. 1,064Sn.Ft.: +7,100 1290So.Ft.: +3700 1612So.Ft: ~ Basement & Rnished Part Full : -1,000 Part : Full : I!iI Rooms Below Grade Rec. Room Unfinished +2000 Rec. Room' Unfinished' a-Funclional Utililv Averane Averaae : Averaae : Averaae : I!irHeatinn/Coolinn Hot air ClAir Hot Air I ClAir: Hot air I None: +2000 Hot Air I ClAir : . Enemv Efficient Items None None None' None ' Garane/Carnort 1 Carnort Car Port : Car Port: Car Port : ~~:~~~:~~~,~:Ck, ~~~:nlace ~~~: : +2 500 ~~~: ! +2 500 :~~~Iace ! Fence, Pool, elc. Fla Room None : +3 000 Scr. Porch: Scr. Porch : UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo Diehl Estate 02-215M1 30 000 Comments on Cost Approach (such as, source of cost estimate, site value, square foot calculation and for HUD, VA and FmHA, the estimated remaining economic life of the property): In reporduction cost of imnrovement Marshall & Swift Residential Cost Handbook and local contractors are referenced. +1,000 -1,000 +2000 -1,000 NetAdi.itot~l\ X + '$ 15600...+ - '$ 2700JillB+ - '$ Adjusted Sales Price m ' ofComnarable $ 120600 $ 121,600 $ Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc.): See Attached... 1000 122 000 DATE OF DEATH JUNE 15, 2002 ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 Date, Price and Data None None None None Source for prior sales N/A N/A N/A N/A withlnvearofan~aisel Owner's Deed CP.M.L./ COURT HOUSE C.P.M.L.I COURT HOUSE C.P.M.L.I COURT HOUSE Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any pric1 sales of subject and oomparables within one year of the date of appl"aisal: N/A INDICATED VALUE BY SALES COMPARISON APPROACH. ....................................................$ 121500 INDtCATED VALUE BY INCOME APPROACH {If Aoolicabte\Estimaled Market Rent $ /MJ. x Gross Rent Multi^lier - $ This appraisal is made 00 "as is" 0 subject to the rapars, alterations, inspections or conditions listed below 0 subject to completion per plans and spedfications. Conditions of Appraisal: The aooraiser aSSumes a marketable title and that eouioment associated with the imnrovement is in workina order. Final Reconciliation:The market annroach reinforced bv the cost annroach is a oood indicator of fair market value The fact that the seller isor is not navinn anv nortion of the closina costs has no effect on this appraisal. . 4 The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report, based on the above conditions and the certification, contingent and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/Fannie Mae Form 10048 (Revised 6/93 ). I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF Jl.lK1'15 2002 . (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 121 ,500 '_~ (1r/fJ . APPRAISER: SUPERVISORY APPRAISER (ONLY IF REQUIRED): SiQnature SiQnature DOid DOid Not Name Mark E. Hilbert Name Inspect Property Date Report Signed August 5, 2002 Date Reoort Sioned State Certification # RL-000388 -L State PA State Certification # State Or Slate License # RL 000388-L State PA Or State License # State Freddie Mac Form 70 6-93 PAGE 2 OF 2 Produced uslng Polaroid Dlghl Solubons aoltwae.IlCIC.2348721 www.poleroldklrms.com FannieMaeForm1004 6-93 Mark E. Hilbert and Assoc. ADDENDUM Borrower: George, D Diehl ,Properl)j Address: 302 Souith Filbert Street City: Mechanicsburg Lender: George D Diehl Estate File No.: 02-215M1 Case No.: Diehl Estate State: PA Zip: 17055 Comments on Sales Comparison Comparables chosen were the best closed sales available within a reasonable distance. The property's, heating, plumbing and electrical systems appear to be functioning properly to the best of the appraiser's knowledge and expertise. I am unable to verifY the insulation "R" factor. The presence of UREA-FORMALDEHYDE FOAM INSULATION could not be determined. IfUFFI is present, the appraisal market value may be adversely affected or voided. Any information about insulation stated on the appraisal was provided by inspection, owner, or agent; and is assumed to be accurate. The appraiser is not aware ofthe existence of Radon Gas and/or Radon Daughters, and does not have the necessary equipment to test for the presence of same. If a future test shows unacceptable levels of Radon present, the appraised market value may be adversely effected or voided. Please be advised that in the market data analysis grid, bathrooms are adjusted for on the first line and gross living area/room count are adjusted together as a single adjustment on the second line. The subject is over 30 years old, but has been modernized as necessary and is marketable in its present condition. The effective age is significantly less tha 30 years. It is noted that the price per sq. ft. of gross living area for comparable No(s). 1-2 varies by more than $10.00 per sq. ft. compared to the subject. The comparables chosen are the best available. The vacant land in the area is changing to single family and does not have a negative effect on the value. All comparable sales are settled to the best of the appraiser's knowledge. Verification ofsettlemnt is with County and/or Realtor. Addendum Page 1 of 1 Borrower: George, 0 Diehl Property Address: 302 Souith Filbert Street City: Mechanicsburg Lender: George 0 ~iehl Estate ~Utl.Jt:(; I I'KUI't:K I Y I'HU I U AUUt:NUUM File No.: 02-215M1 Case No.: Diehl Estate State: PA Zip: 17055 . 'I,';'~'1r' ~"":~".:..,..'" ,~. .- -~ ,," -~'" ' ~ ..'....1' ' -~~-. "d~ii FRONT VIEW OF SUBJECT PROPERTY Appraised Oete: July 30, 2002 Appraised Value: $121,500 REAR VIEW OF SUBJECT PROPERTY STREET SCENE Borrower: GeorQe, D Diehl Properly Address: 302 Souith Filbert Street City: Mechanicsbura Lender: Georae D Diehl Estate l;UMt'AKAtsLt: t'KUt't:K I Y t'HU I U ADDt:NDUM File No.: 02-215M1 Case No.: Diehl Estate Zip: 17055 Stale: PA COMPARABLE SALE #1 117 West Coover Street Mechanicsburg, PA Sale Dale: 5-02-02 Sale Price: $ 105,000 COMPARABLE SALE #2 603 East Coover Street Mechanic.burg, PA Sale Date: 4-30-02 Sale Price: $ 118,900 COMPARABLE SALE #3 913 Apple Drive Mechanic.burg, PA Sale Date: 4-30-02 Sale Price: $ 121,000 BorrDwer/Client Property Address . File # City County State Zip Code Lender BUILDING SKETCH ~ - ~ - \l~-... ) V\ J -.. Q,~Q, ~ '" )J;o~ ~ "'- --\ ~ Y0 ~ ~"\ D ~. ~ ~" z 0() ~ .~ fi7t' () ~ ~ ~:t) Q.~ .. l ~ \)'\ ~~ (',1". ~1:s>:L. 0.' ~ - r, \) "- ~ ~~ '\ ('\ \j '" ..t :g~ oc> ~ - ~ ... ~ J::\O;J ~ ~\}:j ~~ ~ ~\ V ~ ~ N ~ ,. ~ ~ (11m 1\0 ~ {'f~~~~P~!~g [0, ~'I" ,~< "J ~ CI s 't {" HQgeslQwn ~'\ ~\\~ ." 17055 ~ " Iff ~ .G ( \ , " (..1.,1 iJUO" 1~4""' '?;,\.";'lD~-90c. .~ .,,'1:([3 'J\\~~~"""& !;',r,?", ..,-"q;.?:r'~. c, C'tOV[fl-J- t tIlt ~q40 ~~~ q,'~ .r _""~'\:l\\ 1;\l.15."iNl)\) I:;;: 'iiil '" 'b~<f: .}t<i:,(: .~~ 1f/\% (- ~~4.J+b~ <(~M\\\l.\ ,.... ,$ <t,&\~/, ~/ fi <;j jll1\\\\%'/i!' ~ I ,::,&~, iIIsburgJunction! \\l\N~i~1\"~\ _ _ ~, '\\US~Ni \j\t'N 12 . __--- I', I (" I ,~ff. DIl- \ J ,-tit DR' 0 \ (11~~'Oll '~ \ \ll\ ~ ~ t!lHl DR ~ 1.-1 t ~ ~'~I c.rmC~~\lJ':. :@,\l """",....';..~,.- .;>' \)I\.E ~~1J~ /' \%' , \ K iill of Ii ,', H i '\ /. 'l !,~ ~ l j r: i Oak Grove / SchoDf .../ .;:/ .s:~/ ; f-O,,_ -:r69 Ii I / i :, FlSHtR .-'..,.~ " '*I /J/ il/' ;f-' ~/ i /(.1'0- I "~~. /1'0 -":! \' 1/ V I I i .~~'" 'f,\l":'\),. ;,/ 'I}\':~~~- .' ~~\l<:' \)'f.._. / '" ~ . " " .t') <,j~~ c & I /~ '? i It,lto <t,/'1 " , ~14f4iQ. 't-~ crrRy ~ # ~ '1::3 ~ S iremallstOl .n 17011 . ~ 1:1 ~ '" \. \ I I I \ I I \ \ I I I \ \/~ f"'Osr~ !/,/__I/O /~", ".v ;/. ~'\R "1 /-!!!ltf/T I " \ I \ \ I \ \ \ I I \ \ I \ \ / \"( I ,'" ~ ~ \ . \ f\ J -~---,,- '\ I )..\\\\\.l,NJ;, / / "'.. r ~ Winding Heights ~ \ \ / i \ , 11[l\!m~_ ..,,8040 '--"- / / ",<",.,.,; /,1 \",~<NanliIlY \'0\ ~ <c.t.~/ ",(I MULTI-PURPOSE SUPPLEMENTAL ADDENDUM FOR FEDERALLY RELATED TRANSACTIONS (FIRREA) Diehl Estate 02-215M1 Borrower/Client GeorQe. 0 Diehl Properly Address 302 Souith Filbert Street City Mechanicsburg County Cumberland lender George 0 Diehl Estate State P A Zip Code 17055 This Multi-Purpose Supplemental Addendum for Federally Related Transactions was designed to provide the appraiser with a con- venient way to comply with the current appraisal standards and requirements of the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of Currency (OCC), The Office of Thrift Supervision (OTS), the Resolution Trust Corporation (RTC) and the Federal Reserve. This Multi-Purpose Supplemental Addendum is for use with any appraisal. Only those statements which have been checked by the appraiser apply to the property being appraised. EI PURPOSE & FUNCTION OF APPRAISAL The purpose of the appraisal is to estimate the market value of the subject property as defIned herein. The function of the appraisal is 10 assist the above-named lender in evaluating the subject property for lending purposes. This is a federally related transaction. EI EXTENT OF APPRAISAL PROCESS 00 The appraisal is based on the information gathered by the appraiser from public records, other identified sources, inspection of the subject property and neighborhood, and selection of comparable sales within the subject market area. The original source of the com- parables is shown in the Data Source section of the market grid along with the source of confirmation, if available. The original source is presented first. The sources and data are considered reliable. When conflicting information was provided. the source deemed most reliable has been used. Data believed to be unreliable was not included In the report nor used as a basis for the value conclusion. W The Reproduction Cost is based on Marshal Swift and Local Contractors supplemented by the appraiser's knowledge of the local market. W Physical depreciation is based on the estimated effective age of the subject property. Functional andfor external depreciation, if present. is specifically addressed in the appraisal report or other addenda. In estimating the site value, the appraiser has relied on personal knowledge of the local market. This knowledge is based on prior andfor current analysis of site sales andfor abstraction of site values from sales of improved properties. W The subject property Is located in an area of primarily owner-occupied single family residences and the Income Approach is not consi- dered to be meaningful. For this reason, the Income Approach was not used. D The Estimated Market Rent and Gross Rent Multiplier utilized In the Income Approach are based on the appraiser's knowledge of the subject market area. The rental knowledge is based on prior and/or current rental rate surveys of residential properties. The Gross Rent MuUlplier is based on prior and/or current analysis of prices and market rates for residential properties. D For income producing properties, actual rents, vacancies and expenses have been reported and analyzed. They have been used to pro. ject future rents, vacancIes and expenses. EI SUBJECT PROPERTY OFFERING INFORMATION According to Owners Deed the subject property; ~ has not been offered for sale in the past _ months or ~ years, is currently offered for sale for $ was offered for sale Within the past _ months or _ years. Offenng Information was considered In the final reconclllatlon of value Offenng InformatIon was not considered In the final reconCIliation of value D Offering information was not available. The reasons for unavailability and the steps taken by the appraiser are explained later in this addendum. EI SALES HISTORY OF SUBJECT PROPERTY According to Owners Deed 52J has not transferred in the past _ months or ~ years, D has transferred in the past _ months or _ years, D All prior sales which have occurred in the past _ months or _ years are listed below and reconciled to the a raised value. either in the body of the re ort or in the addenda. Date Sales Price Document # Seller Buyer the subject property; . FEMA FLOOD HAZARD DATA W Subject property is not located In a FEMA Special Flood Hazard Area. D Sub'ect ro ert is located In a FEMA S ecial Flood Hazard Area. Zone FEMA Ma IPanel# Ma Date Name of Communlt "C" 420362-0005-D 3-3-92 Borough of Mechanicsburg The community does not participate in the National Flood Insurance Program. X The community does participate in the National Flood Insurance Program. X It is covered by a regular program. II is covered b an emer ency ro ram, FW-70M Forms & Worms Inc., 315 Whitney Ave. New Haven, CT 06511 All Rights Re8erved Oecember 1992 Thislcrm reproduoed w~h permi..lo" On the ACI DIWlIopmenl RepldFormllYllIIm (800) ~34.8127 ~iehl Estate 02-215M1 EI CURRENT SALES CONTRACT WThe subject property is currently not under contract. DThe contract andlor escrow instructions were not available for review. The'unavailability of the contract is explained later in the addenda section. DThe contract and/or escrow instructions were reviewed. The following summarizes the contract: Contract Date Amendment Date Contract Price Seller Dne contract indicated that personal property was not Included in the sale. DThe contract indicated that personal property was Included. It consisted of Estimated contributory value is $ ~personal property was not Included in the final value estimate. Personal property was Included in the final value estimate. The contract indicated no financing concessions or other incentives. The contract indicated the following concessions or incentives: Dlf concessions or incentives exist, the comparables were checked for similar concessions and appropriate adjustments were made, if applicable, so that the final value conclusion is in compliance with the Market Value defined herein. EI MARKET OVERVIEW Include an explanallon of current market conditions and trends 6 months is considered a reasonable marketing period for the subject property based on Et ADDITIONAL CERTIFICATION The Appraiser certifies and agrees that: (1) Their analyses, opinions and conclusions were developed, and this report was prepared, in conformity with the Uniform Standards of Professional Appraisal Practice ("US PAP"), and in accordance with the regulations developed by the Lender's Federal Regulatory Agency as required by FIRREA, except that the Departure Provisions of the USPAP do not apply. (2) Their compensation is not contingent upon the reporting of predetermined value or direction in value that favors the cause of the client. the amount of the value estimate, the attainment of a stipulated result, or the occurrence of a subsequent event. (3) This appraisal assignment was not based on the requested minimum valuation, a specific valuation, or the approval of a loan. Et ADDITIONAL (ENVIRONMENTAL) LIMITING CONDITIONS The value estimated is based on the assumption that the property is not negatively affected by the existence of hazardous substances or detrimental environmental conditions unless otherwise stated in this report. The appraiser is not an expert in the identification of hazardous substances or detrimental environmental conditions. The appraiser's routine inspection of and inquiries about the subject property did not develop any information that indicated any apparent significant hazardous substances or detrimental environmental conditions which would affect the property negatively unless otherwise stated in this report. It is possible that tests and inspections made by a qualified hazardous substance and environmental expert would reveal the existence of hazardous substances or detrimental environmental conditions on or around the property that would negatively affect its value. . ADDITIONAL COMMENTS Appraiser's Signature Appraiser's Name (prin State PA Effective Date July 30, 2002 Phone#( ) Residential Certification X Certification # RL-000388 -L Tax ID # 23-2391423 . CO-SIGNING APPRAISER'S CERTIFICATION DThe co-signing appraiser has personally Inspected the subject property, both inside and out, and has made an exterior inspection of all comparable sales listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts responsibility for the contents of the report including the value conclusions and the limiting condi- tions, and confirms that the certifications apply fully to the co-signing appraiser ~The co-signing appraiser has not personally Inspected the interior of the subject property and; has not Inspected the exterior of the subject property and all comparable sales listed in the report. has inspected the exterior of the subject property and all comparable sales listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts responsibility (or the contents of the report, including the value conclusions and the limiting conditions, and confirms that the certifications apply fully to the co-signing appraiser with the exception of the certification regarding physical inspections. The above describes a level of inspection performed by the co-signing appraiser. DThe co-signing appraiser's level of inspection, involvement in the appraisal process and certification are covered elsewhere in the addenda section of this appraisal. . CO-SIGNING APPRAISER'S SIGNATURE & LICENSE/CERTIFICATION Appraiser's Signature DTrainee Appraiser's Name (print) State DUcense D Certified Residential D Certification # D Review SS # Oathe' FW-70M Decembw1992 Forms & Worms Inc., 315 Whitney Ave. New Haven, CT 06511 All Rights Reserved This form reprOduced wi!h P8rm~sion on !he ACI Development RepidForma .y.tem (800)2:J.4-a727 Borrower G~orne D Diehl File No. 02-215M1 Pron;;;;Address 302 Souith Filbert Street c;;;;' Mechanlcsburn Countv Cumberland State PA Zin Code 17055 Lender Georne D Diehl Estate APPRAISAL AND REPORT IDENTIFICATION This appraisal conforms to one of the following definitions: [R] Complete Appraisal o Limited Appraisal (The act or process of estimating value, or an opinion of value, performed without invoking the Departure Rule.) (The act or process of estimating value, or an opinion of value, performed under and resulting from invoking the Departure Rule.) This report is one of the following types: o Self Contained [R] Summary o Restricled (A written report prepared under Standards Rule 2-2(a) of a Complete or Limited Appraisal performed under STANDARD 1.) (A written report prepared under Standards Rule 2-2(b) of a Complete or limited Appraisal performed under STANDARD 1.) (A written report prepared under Standards Rule 2-2(c) of a Complete or limited Appraisal performed under STANDARD 1 for client use only.) Comments on Standards Rule 2-3 I certify that, to the best of my knowledge and belief: . The statements of fact contained in this report are true and correct. . The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and are my personal, impartial. and unbias d professional analyses, opinions and conclusions. . I have no present or prospective interest in the property that is the subject of this report, and no personal interest with respect to the parties involved. . I have no bias with respect to the property that is the subject of this report or the parties involved with this assignment. . My engagement in this assignment was not contingent upon developing or reporting predetermined results. . My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. . My analyses, opinions and conclusions were developed and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. . 100 haveD have not made a personal inspection of the property that is the subject of this report. Comments on Appraisal and Report Identification Note any departures from Standards Rules 1-2, 1-3, 1-4, plus any USPAP-related issues requiring disclosure: APPRAISER: / /' #.// %'........ ./ Slgnature:~~ Name: M~ert Oate Signed: AUQust 5, 2002 State Certification #: RL-000388-L " State License #: RL 000388-L State: PA Expiration Date of Certfficalion " License: 06/30/03 SUPERVISORY APPRAISER (only If required): Signature: Name; Date Signed: State Certification #: or State License #: State: Expiration Date of Certification or License: o Did o Did Not Inspect Property USPAPldenliflcatOll(Rev9J99) 10f1 ProdOOldusingPoj~oidDlg~alSglullonssgftware,8002346727W\IIW,p(dartlklfoonl.Com TIllS nR~D M~e1he flit. day of Och~ ninety-thr~e (1993). , in the year one lhousand nine hundrM and nus IS A TRANSACITON BETWEEN HUSBAND AND WIFE AND THEREFORE IS TAX EXEMPT. ' Wffr-mSSETH, thatln, cOlIsideration of the sum of ONE ($1.00) nOLLAR In hand paid, the receipl wHereof is hereby acknowledged, the said Grantors do hereby gr'dIIt and convey to the s~d Gran~esi ,each to hold an undivided one-half (112) interest as a tenant in cominon: , TJ{AGrN6.'1: ,,' : AlL ,lHA T CERTAIN piece or parcel of land situate in the Borough of Mechanics burg, CounlY of Cumberland and State of Pentlsylvllnia, mOle p$tcularly tloundW and dc:scribedllll follows, to wit: ! ,BEGlNNING at a point on the west side of Filbert Street (50 feet, wi~e) ,$, aid pqint being fifteen (15.00) feet measured, . Southwardl,y from the, ditidljlg line,belWeen Lots Nos. 3 and 4 in the Plan of Lots hereinafter . menoQned; t~ence South 66 degrees 33 minutes West, a distance of one h~llired len (110.00) feet, to a point; thence South 23 degrees 45 minutes ElIj8t, a distance of ninety-live (95.00) feet to a point; thence Nonh on a line pahUlel with ,the dividing line between Lots Nos. I and 2 on said Plan, 66, de!lre~ 15 minutes East, a distance of one hundred ~n (110.00) feet to th~ West side dfFilbert Street, thence along the West side of Filbert Street. N?nh'23degrees 45 minules West, a distance of ninety-five (95JJO) feet to a point, the place of BEGINNING. i ' BEIl';G the southern Cony-five (45.00) feet of Lot No.3 and the n<tthem fifty (.50.00) feet o(Lot No.2, Section "F" in the Plan of Blackburn V~age as reCorded in the Cumberland OJunty Recordc:r's Office in Plan : Bqok 6, Page 7. .'. , , i I Between GEORGE D. nIEHL and BETI'Y r DIEHL, his wife, of the Bqrough. , ' of Mechanicsburg, Cumberllltld CouolY, Pennsylvania., , Gra.t\tors, and GEORGE D. DIEHL and BE'lTY J. DJE;RL. his wife, of the Borough Mechanisburll, Cumberland County, Pennsylvania. each to , , hold an undivided one-half (112) inletest as a tenant in common, ' Grantees. i ' HAVING thereon erected a single brick dwelling house known as ' N~. 302 South Filbert Street. Mechanicsburg, Pennsylvania. : BEING pan of the ,same premises (Tract No.1 thereof) which Harb1d B. Gerber ane E!lflene F. GellJCr, his wife, by their deed dated December 1, 1971, and recor4ed ill the Office of the Reoorder of Deeds in and for Cumberland County, in tDL'-IlflBook UK", Voltirne 24, Page 59, granted wid conveyed unto G~orge D. Diehl and Belly 1. Diehl. his wife, the Grantors herein. TltAcr NO; 2: AlLlHAT CERTAIN lot of ground situate in the Township ofv' per A e 0, nty of Cumberland, and Commonwealth,ofPennsylv. unded anI:! d<lscrib lowS; to wit: I , BEGINNING at a pOI line of Oakwood Avenue (50 te~t wide), y.<hich said polllt ts ne ~een Lots Nos. 1~8 iUld ~ on me hereinafter n .. Plan of Lots; men the southern line of OakwOOd A v a northeasterly dilution by the arc 0 a' urving to the Ie . Cle having a radius of one hundred twenty-five (125.00) ',arc BOOK C) 3& pm 891 . t.D <...:> = ""' ..... ,-, ~:.~ ;;: ~, ',"' r, " (") :. (~~'. ~~ ~~.,,: ' . ...... N "; ... "'0 ~ ..... N ,''':;: -.3 <~ c:> ."'i Cl --'1... c:: t:;' :::::: r-1 r'- ---{ :-:"1", -.: 0 '7.) I L"J' -0 ,.. , . line.: of eightY-OM and thirly..five hundredths (81.35) feet to a point; th .e a;"ll line of lands now crt late of William Lamparter, South ~7 d' es p9 ntlnutc~ conds East, one hundred fifty (150.00) feet to a po , ulencehy the ~ame, SQU degrees 03 minutes 36 seconds West, 0 undeed forty~one and niqeIY-Olle h 1M (141.91) feet to II poim int vision line between Lo~ Nos. 158 and 60, a . tioned; thence at division IUle between Lois NQs. 158 and 60, North egT?es 13 . utes~O seconds West, one hUJldred.. fifty (150.00) fect to 1I pot southern IUll~ of Oakwood Avenue., afofesaid, at the point lII1d plw;c of G. . BEINO Lot No. ,n the Plan of Weberc Section 2, Block "K", . ed in the Cumberland County nler's Office in Plan UNDER AND SUBJECT, NEVERTHBLESS, to easements, restrictions, reservations, conditions and rights of way of record. . BEING the same premises whlClh Mlchael Janosko and Darlcne A. ~'\ll.?sko, his wif"e, by their deed dated De<:ember 4, 1991, and r~orded in ,the Office 01 the Reeordcrot Deeds in and for Cumbeliand County,.1U Deed BOok "}(;", Volume 35, Pll~e 664, granted and conveyed unto George D. Diehl and 'Befty J. Diehl. his Wife, the GrantOl'li herein. . , A~ the ~aid Gran\:or$ will warrant generally the property hereby conveyed. :1 ,I I i IN' W]TNESS WHEREOF, the said Grantors have hereunto set their hands and seals the day and y~ar fast abpve written. I , I Sip:wd, .daIe4; and delivered illlhc pre~enqe of: i i; i 'I :1 , t~'l~ ~~~(~) iii.~__ . ~~ 00~\J~_"-___(SEAL) GE OE D. DIEIn, ., j , .1 ~ ~. ,.9..":'d_I2....' BEm-'J, DlliHL (SEAL) COMMoNwEALTH OF PENNSYLVANIA: I :S~ COUNrY OF CUMBERLAND . .i ! ". 0* this, the I,it' day of . N!,kA../ ,A.D. 1993, before me the undersigned offICer, persollally appeued G.EORGE D. DIEHL and RETIY J. DIEHL, Ilis wife, known to me. (or sar;sfaptotily proven) to be Ihe persons whose names are subscribed to the ...11hin insmlIDenr, and aClrnqw~gedthat they executed the same fur the purposes therein contained. i .., IN WlTNESS WHEREOF, I hereunto set my hand ami official seal. i ',' ,:,_:,,~~{~~::~~Ii:':'i~r,':,., i :>Ii~;~1;l!."""'" I ",I:"";c!t.:t~~~~'f~!i'~1~"..,, i~ " ,~SMl :;'.,: ',".,.",:.' .,:.;,,~''':':~~' i Ch6rlNS:~'".~Pti*: ,,~;~~7.~:~.,.~.';.}~'.".. '..w.....~J ~'-'~Co"'~ .1. :.~ .~~~.,. : :=.,~rd"'lJl,1Qa6 : , ...,tf.o~l::~;:~,~~~~'i:~Jtl ':~. : . ,. . - l.liIEREBY CERTIFY that the precise residence. of the Grantees is 302 S.Filbert Street MechanlQbutg, PA 17055. . .' ' . f!k1t.U E. AJ&!.Y:IiL ( fJf>) iJl. ~~ ,. c', ? ,--- {> . H..lu.., I u~': fMLd~.-1f1 Notary Public BeOK 036 PAGf892 Diehl Estate File No. 02-215M1 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, knowledgeabiy 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 besl interest; (3) a reasoneble time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial 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 speciai 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 should 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 market's 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 responsibie for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided 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 Fiood 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 vaiuable, 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 beiieves 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 appraisai report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or aiterations 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 lenderlclient 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 appraisai can be conveyed by anyone to the pubiic through advertising, public relations, news, sales, or other media. Freddie Mac Form 439 6-93 Page 1 of2 Fannie Mae Form 1004B 6-93 . ,r A. B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT l-DFHA 2-D FmHA 3.DCONV. UNINS. 4-DVA 5.~CONV.INS. . 1 B. : 17. LUAN : SETTLEMENT STATEMENT 03315 6. MORTGAGE INS CA"E NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "[POC}" were paid outside the closing; they Bre shown here for informational purposes and are not included In the totals. 1.0 319. (0331510331519) I U. NAMI: ANU A iU. : E. NAME : F. NAME ,ur R. Wayne Willey and Betty J. Diehl and CASH Paula M. Willey Jeffrey D. Diehl G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1676915 I. SETTLEMENT DATE: 302 South Filbert Street Keystone Land Transfer, Ltd. Mechanlcsburg, PA 17055 July IS, 2003 Cumberland County, Pennsylvania PLACE OF SETTLEMENT . 3421 Market Slreet Camp Hili, PA 17011 J. ur '" IUN ". u. " 'v,"U" 00. MUUN I DUI: .KUM ..0 : 1400. T DUE TO : 1101. Con rael ::iales ,",nee 1<0, I 4U.. ,-,cnuae ales Poce 1 L I,UUU,UU 1102. Personal I-'roperty I 4V.o:::. t"ersonal propertY 1103. Settlement {;harges to tl.orrower (Line 14UU) 4, 14uo. 1104. 14u4. 1105. 4UO. AOjUSrmen s or /rams r'BIO t:fy :::Jeller In advance ~aJuslments For Items Paid By ::Seifer In aavance 1 Ua, LOllY/l own I axes to 4UO. \...uy' I own I axes to 1 U (. ljoumy I axes 10 104.00 4Uf. vounry axes to 164.55 1 Uts. scnoo ax 10 U(fUlIU4 ',IOf.OO qUO. i:)CIlOOI ax 10 l,137.B6 1 u~. sewer 0 93.11 I "U:1. ~ewer VI' IOfV" 10 93.11 110. I"'U. 111. 141,. 112. IOU 120. GROSS AMOUNT DUE FROM BORROWER 129,262.57 420. GROSS AMOUNT DUE TO SELLER 124,39532 200. : PAID.., uR IN . u. : 500. K~D ONSIN DUE TO SELLER: I ",U1. ueposn or eameSt money 5, ; oU.. ~xcess ep05lt {See Instructions} 1202. PrinCipal AmOUnt OT New Loan SJ OU.!. ~elllemenl L:narges to .ttener (Line 14UU) 2,42B.9' 1203. Existing 10an1S} a.en suoJec"o ou". ~xlsung oanes) taKen SUbject to 1204. . OU4. "ayorr 01 urst Mortgage 1205. ouo. t' aye" e second Me gage 20B. , 50B. !07. . 507. ,veposl ISO. as proceeasJ 20B. ouo. 209. ou.. AOJuSlmems ror Ilems unpalo tfy ::iell8r MclJUSlmenrs For Ilems Unpala .oy "elter :llU. L:ltYl I own axes to I 510. \."hY/I own I axes to :lll. L:ountY I axes to 1511. "oun.y ,axes to 0",. t::iCl1001 I ax to .512. :;ChOOl lax 10 <10. 010. 1210. 014. 1"0. 010. 1216. 51B. 1217. 517. 1216. 51B. 1219. 0'.. 220. TOTAL PAID BY/FOR BORROWER 5,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 2,426.91 OUU. "A"M " rnUMnu : II auu. "A"M A I '"'' : JU'. Gross Amount vue t-rom tlorrower (line lLU) , ~fbUl' ljrossAmounluue 10:;eller(L1ne020J I 1<4,395.3, IOU2. Less Amount I-'a,a tlyf~or tlorrower ,Line 220) o,uuu. 1 b02. Le.s Keauctions uue :;eller (Line 520) I' 2,426.91 1303. CASH I X FROM) ( TO) BORROWER 124,262.57 603. CASH ( X TO) ( FROM) SELLER 121.966.41 OMB NO 2502 0265 .+. The underSigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachments referred to herein. ,,- Wi ~ :e. e . (J~LI e y, e L SETTLEMENT CHARGES 1700. TOTAL ased on Price $ @ 0.0000 % 2,500.00 PAID FROM PAID FROM UIVISJon 01 !""ommJSSlon (,me fUU) 8S QIIOWS: BORROWER'S SELLER'S [101. ~ 2,oUIJ.UU to Ke'Max Keany "ssac,ates, inC. FUNDS AT FUNDS AT I702T to SETTLEMENT SETTLEMENT 1703:o:;omm,ss,an I-'a'd at :;emement 2,OUU.UC r70CTransacllan ree 10 I"\Bm ax Kealty ASSOCiateS, me. 120.UU 800. ITEMS IIUN WITH LOAN 1801. oan Un 91nallon Fee U.UOOO % ,0 1802. Loan D'scount % to ~pra'saJ ree 10 llO4. (;redlt Kepart '0 805. LenderS InspeClIan "ee 10 out). Mortgage Ins. App. Fee to tlUf. ASsumpnon I"'ee .0 ouo. , ou~. 01U. 1lTI. 900.11 By , ,,"", 901. Interest From to @ $ IdaI' ( days %) l:fU~. Mongage Insurance t'remlumror monUIS 10 [903. Hazard Insurance PremIUm for 1.0 years to 1904. 1905. 1000. .. ED WITH LENDER 1001. Hazard Insurance $ per 1002. Mortgage Insurance . per 1003: CltvlTown Taxes . per 1004. County Taxes $ per 1005. School I ax $ per "IlJ06: t: per 1007. per 1008. Aggregate Adjustment @T per 1100.n 1101. SettJe[nent or Closing Fee to 1102. AbSlr<!cl orTllIe Search 10 1103. TiUe Examination to 1104. TiU" Insurance Binder to 1105. Document Preparation 10 vnanes elds, I:sq. I-'U(; 11106. Notary Fees to """n 12.UO 11107. Atloll1ey 5 Fees '0 InCluaes SDave /rem numners: lTIllB:TI e nsurance to t\eyslone and Transfer, Ltd. 973. IE Includes above item numbers: ) 11 U~. Lenaer s L;overage ~ 111 U. uwners lJoverage ~ 120,UUu.w ..."u" 1111. t:noorsemems 1UU,",uu,a.l lll~. lJlosmg t'rOlec Ion Leuer 1110. ax Kecelpls 10 t\eYSlone LanD I ranSTer, LID. ..uu 1200. '" RECORDING AND' 1201. Recording Fees; Deed $ 38.50; Mortgage $ ; Releases $ 38.50 12U2. GllY/lJoumy aXltitamps: ee ',20U.UU; Mortgage l,2JO.OU 120J. :;tate I aX/:;tamps: KeVenUetirarnps r,23l!:lllJ;MOrtgage " J.uu 11204. 11205. - If30ll: ADDr. 1301. Survey to 11302. est Inspection (0 11303. 2003 ~chool Tax 10 ~arry L. t" eckard l,102.ij1 11J04. [lJ05. 11400. "LCMCN. (Emer on LtneslU", Section J and 502, Section K) 4,86725 2,428.91 Ily.,gmo.....' ",m''.''..m'",'lh.m'o'Iorl'''dmowlodg''''''plO''~P'''odOOPYOIP'9'201lh''lw0'7'j;;O'J!! / A _/ W~ KtWstone'lan I I ranSTer I LID. Page: Certified to be a true copy. Settlement Agent (03315/03315/9) MARK E. HILBERT & ASSOCIATES Diehl Estate FileNo 02-213M1 SUMMARY APPRAISAL OF REAL ESTATE LOCATED AT: 51 Oak Wood Drive Mechanicsburg, PA 17055 FOR: George D. Diehl Estate 302 South Filbert Street Mechanicsburg, PA 17055 AS OF: -loIl\I15, 2002 Jb..... /kjg; BY: Mark E. Hilbert Mark E. Hilbert and Assoc 14 North Walnut Street, Mechanicsburg, PA 17055 717-7664988/717-795-9301 Pronertv De~cril:dorl File No. 02-213M1 Pronertv Address 51 Oak Wood Drive Citv Mechanicsbura State PA liD Code 17055 Lenal DescrintiQn Recorded Cumberland County Court House See attached deed Countv Cumberland Assessor's Parcel No. Tax Year R.E. Taxes $ Special Assessments $ Borrower Georne D. Diehl Current Owner Diehl Estate Occuoant I I Owner I I Tenant I J Vacant .. Pronertv rinhts annraised I X I Fee Slmnle I I Leasehold I Proiect Tvne I I PUD I I Condominium IHUDNA onlvl HOA$ /Mo. Neiflhborhood or Proiect Name Webber Croft Man Reference Census Tract 116 Sale Price $ Estate Date of Sale NIA Descrintion and $ amount of loan charfles/concessions to be oaid bv seUerN/A Lender/Client Georae D. Diehl Estate Address 302 South Filbert Street Mechanicsburq PA 17055 ADnraiser Mark E. Hilbert Address 14 North Walnut Street Mechanicsburn PA 17055 Location 0 Urban l2SJ Suburban W Rural Predominant Single family housing Present land use % Land use change Built up [Xl Over 75% 0 25-75% 8 Under 25% occupancy PRICE AGE One family 45% o Not likely o Likely $(000) (",) Growth rate 0 Rapid 00 Stable Slow ~owner 90 Low New 2-4 family 10% [RJ In process Property values [RJ Increasing 0 Stable 0 Declining ~ Tenant 300 Hioh 125 Multi-family 6% To: Residential Oemand/supply 0 Shortage [Xl Inbalanne 0 Oversupply ,2S Vacant(().5%) ~predomlDant~ Commercial 4% Marketina time H Under 3 froS. fXi 3-6 mos. n Over 6 mos. V''''''(~.5%) 165 I 60 V. Land \ 35% Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: Propertv is located alonn Oak Wood Avenue in the develoDment of Webber Croft Uooer Allen . Townshln. Cumberland Cauntv. Pennsvlvania. . . Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): . Pranertv has nood access to emnlovment and services. . .. Markel conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time - - such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): With the imDorvina markets sellers are not reauired to offer sales or financinn concessions. Financina is readilv available from a varietv of sources. Vacant land should have no effect on resale or marketabilitv. . Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? U YES' oNO . Approximate total number of units in the subject project N/A Approximate total number of units for sale in the subject project N/A Describe common elements and recreational facilitiesN/A Dimensions 81.35 X 150 x 141.9 x 150 Topography Level Site area 16,744Sq.Ft. +1- Corner Lot U Yes lxJ No Size 0.384 Acres Specific zoning classification and description Residential Shape Rectannular Zoning compliance [X] Legal rR legal nonconming (Grandfathere~ use)Ol1legal U No zoning Drainage Appears adenuate Hinhest & best use as lmoroved: X Present use Other use (explain\ View Residential Utilities Public Other Off-site Improvements Type Public Private landscaping Adequate Electricity ~ 200 Amn Street Macadam 8 0 Driveway Surface Macadam Gas X Pronane Curb/gutter None 8 Apparent easements Tvoical Utilitv Water ~ Sidewalk None 0 FEMA Special Flood Hazard Area U Yes IX] No Sanitary sewer Street lights None R R FEMA lone "e" Map Date 2-15-80 Storm sewer Allev None FEMA MaD No. 420372 Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): None annarent. Subiect however to reservations easements conditions and rinht of wav of record. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units One Foundation Concrete Slab No Area Sq.Ft. 1510 Roof 0 No. of Stories One Exterior Walls Brick/Alumn QawSpaoe No % Finished 80 Ceiling [Xl Type (DeUAtt.) Detached Roof Surface Comoosit Basement Full Ceiling Ceilinq Tile Walls [Xl Design (Style) Ranch Gutters & Dwnspts. Aluminum SumpPumpSumn Pumn Walls Panel Floor 0 Existing/Proposed Existino Window Type Double-Hunq Dampness None Noted Floor Vinvl Tile None 8 Age (Yrs.) 31 Storm/Screens Thermal Settlement None Noted Outside Entry None Unknown Effective Ane Yrs.' 8-10 Manufactured House NO Infestation None Noted . ROOMS Faver Uvina Dinina Kitchen Den Familv Rm. Rec. Rm. Bedrooms # Baths Laundry Other Nea Sn.Ft. . Basement 1 1 1 Storane 1510 . Level 1 1 1 1 1 3 2 Utilitv 1,510 . Level 2 . Finished area above nrade contains: 6 Rooms' 3 Bedroom s\: 2 Bathls\ 1 510 Sauare Feet of Gross livinn Area . INTERIOR Materials/Condition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE: Floors CarneUAvn. Type Hot air Refrigerator ~ None 0 Fireplace(s) #W Ilns ~ None 0 . Walls Drvwall/Avn Fuel Pro Dane Range/Oven Stairs 0 Patio Brick Garage # of cars Trim/Finish Wood I Ava ConditionAveraae Disposal Drop Stair @ Deck 0 Attached 2 Bath Floor Vinvl/Ava COOLING Dishwasher ~ Scuttle Porch Rear [Xl Detached Bath Wainscot Fibernlass/Ava Central Yes Fan/Hood X Floor Fence 0 Built-In Doors Hollow Corel Ava Other None Microwave X Heated R Pool R Carport ConditionA veraae Washer/Dn/er tXi Finished Drivewav 4 Additional features (special energy efficient items, etc.): Wet Bar ion Lower Level Ree. Rm. Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc : No maiOr renairs noted. No evidence of functional or external obsolescence. . .Adverse environmental conditions (such as, but nollimited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of the subject properly:There are no visible or annarent adverse environmental conditions that would neaativelv imoact the value of the subiect. Summarv Aooraisal Renort UNIFORM RESIDENTIAL APPRAISAL REPORT Diehl Estate Freddie Mac Form 70 6-93 PAGE 1 OF2 Produced using Polaroid Digital Solutions software. 800,234.8721 www,polarokltorm'.rom FannieMaeFarm1004 6-93 Diehl Estate Valuation Section UNIFORM RESIDENTIAL APPRAISAL REPORT File No 02-213M1 [ESTIMATED SITE VALUE. ..........................:; $ 32500 Comments on Cost Approach (such as, source of cost estimate, ESTlMATED.REPRODUCTION COST~NEW OF IMPROVEMENTS: site value, square foot calculation and for HUD, VA and FmHA, the Dwelling 1 ,510 Sq. Ft. @$ 48.15 ;: $ 72.707 estimated remaining economic life of the property): Bsm!. 1510 Sq. Ft. @$ 15.50 = 23,405 In reoorduction cost of imnrovement Marshall & Swift ~ Porch/Patio/FireDlace = 6,500 Residential Cost Handbook and local contractors are : GaragelCarport ~ Sq. Ft. @$ 17.35 = 10,410 referenced. ~ Total Estimated Cost New ................ ;: $ 113,022 Less Physical ~i' Functionai r External Est. Remaining Econ. Ufe: . Depreciation $6 500 I . J ;: $ 6,500 Depreciated Value of Improvements. ;: $ 106 522 "As-is" Value of Site Improvements, , . . . . . . . .. = $ 3200 Estimated Remainina Economic Life is 30 to 35 Years INDICATED VALUE BY COST APPROACH. - $ 142200 ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 51 Oak Wood Drive 11 Greenway 14 Andes Drive 504 Broad Circle Address ~eChaniCSbur PA Mechanicsbura. PA Mechanicsburn PA Mechanicsbura PA Proximitv to Sub;ect . 0.5 Miles 1.25 Miles 0.5 Miles SalesPrice $ Fair Market Val .' $ 135000 '. $ 135000 $ 134500 Price/Gross Liv. Area $ 0.00 ILl $ 90.00 ILl $ 93.49 ILl $ 112.84 ILl _ Oata andlor Inspection C.P.M.L. I Agent C.P.M.L. I Agent C.P.M.L. I Agent Verification Sources Countv Records Countv Tax Records County Tax Records County Tax Records VALUEADJUSWENTS DESCRiPTION DESCRIPTION I '(-)I"'i"'m~1 DESCRIPTION T '(.)IAdl",lm'"1 OESCRIPTION I '(-)$Adj"'m~1 Saies or Financing DaM 59: DaM 2 : DOM85 : Concessions Conventional: Conventional I Conventional: Date of SalelTime 4-26-02: 4-29-02 : 5-10-02 : Location Suburban Suburban' Suburban' Suburban' Leasehok>fee~ Fee Simnle Fee SimDle: Fee SimDle: Fee Simnle : Site 0.384 Acres 0.32 Acres/Ava : 0.25 Acres/Ava : 0.39 Acres/Ava : View Residential Residentiai' Residential' Residential' Desion and Aooeal Ranch Ranch : Ranch : Ranch : fQuoitvOfCo-- Brick! Alum. Brick : Brick : Brickl Alum. : Ane 31 Yrs. 36 Yrs ' 39 Yrs ' 35 Yrs Condition . Averaae Averaae : AveraQe : Averaae : Above Grade Total I Bdrms' Baths Total' Bdrms' Balhs : Total I Bdrms I Balhs : Total I Bdrms' Baths : 4 Room Count 6: 3: 2.00 6: 3: 2.00 I 6: 3: 1/1 I +1,000 6: 3: 2.00 I - GrossLivinaArea 1510 SoH. 1,500 SoH. : 1444 SaH. : 1192 SaH.: +4700 ~ Basement & Finished Full Full : Full : Full m Raams Below Grade Rec.R. Bed Rm. Unfinished ' +3 500 Rec. Room +2 000 lilEunctional Utilitv Averaae Averaae : Averaae : Averaae ~Heatina/Caolina Hot air ClAir H.Water/None: +2500 Hot Air I ClAir: Hot Air I ClAir . En".,-nl/ Efficient Items None None I None I None Garane/Carnart 2 Car. Garane 1 Car Garane : +2000 Car Port : +3500 Car Port - Porch, Patio, Deck, Porch,Patio Porch : +1,000 Patio : 2,000 Porch Firenlacels\, etc. Fireniace FireDlace: Fireolace: Firenlace Fence, Pool, etc. None None : In Gr. Pool : -3 000 None None None : Sun Room : -2 500 None NetAd! flota" X + -' $ 9000Jilll+ -' $ 3000'-+ -' $ Adjusted Sales Price 01 Comnarable $ 144 000 $ 136 000 , $ Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc) See Attached... , , , , , , , , : +3 500 , +1,000 , , , , , 9200 143 700 DATE OF DEATH JUNE 15 2002 ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARA6LE NO.3 Date, Price and Data None None None None Source for prior sales N/A N/A N/A N/A ,,;thinvearolan"'aisal Owner's Deed C.P.M.L. I COURT HOUSE C.P.M.L. I COURT HOUSE C.P.M.L. I COURT HOUSE Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any prior sales of subject and comparables within one year of the date of appraisal: N/A INDICATED VALUE BY SALES COMPARISON APPROACH. ....................................................$ 140,500 INDICATED VALUE BY INCOME APPROACH III AnnlicablelEstimated Market Rent $ IM:>.x Gross Rent Multinlier = $ This appraisal is made 0 "as is" 0 subject to the repairs, alterations, inspections Ct conditions listed below 0 subject to oompletion per plans and specifications. ConditionsolAppraisal: The aODralser assumes a marketable title and that eauiDment associated with the imnrovement is in workino order. Final Reconciliation: The market annroach reinforced bv the cost aooroach is a Dood indicator of fair market value The fact that the seller isor is not Davino any oDrtion of the closino costs has no effect on this aomaisai. . .. The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report, based on the above conditions and the certification, contingent and limiting conditions, and market value definition that are stated in the attached Freddie Mac F0lTT1439/Fannie Mae Form 1004B (Revised6/93 ). I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF ~ 5 2002 . (WHICHIS~THEDATEO~IN EC NA D~~FECTIVEDATEOFTHISREPORT)TOBE$ 140,500 ...4, ~ . APPRAISER: SUPERVISORY APPRAISER (ONLY IF REQUIRED): Sianature -~ Signature DDid OOid Not Name Mar . artYf '( ..... Name Inspect Property Date Report Signed AUQust 2, 2002 Date Report Signed State Certification # RL-000388 -L State PA State Certificatian # State Or State License # RL 000388-L Slate PA Or State License # State Freddie Mac Form 70 6-93 PAGE20F2 Producedu.ir.gPolaroldDigitaISolutiOllsscllw...e.aoo234.8721www.polaroklforms.com FannieMaeForm1004 6-93 Mark E. Hilbert and Assoc. ADDENDUM Borrower: George D. Diehl .Property Address: 51 Oak Wood Drive City: Mechanicsburg Lender: George D. Diehl Estate File No.: 02-213M1 Case No.: Diehl Estate State: PA Zip: 17055 Comments on Sales Comparison Comparables chosen were the best closed sales available within a reasonable distance. The property's, heating, plumbing and electrical systems appear to be functioning properly to the best of the appraiser's knowledge and expertise. I am unable to verifY the insulation "R" factor. The presence of UREA-FORMALDEHYDE FOAM INSULATION could not be determined. IfUFFI is present, the appraisal market value may be adversely affected or voided. Any information about insulation stated on the appraisal was provided by inspection, owner, or agent; and is assumed to be accurate. The appraiser is not aware of the existence of Radon Gas and/or Radon Daughters, and does not have the necessary equipment to test for the presence of same. If a future test shows unacceptable levels of Radon present, the appraised market value may be adversely effected or voided. Please be advised that in the market data analysis grid, bathrooms are adjusted for on the first line and gross living area/room count are adjusted together as a single adjustment on the second line. The lack of storm sewers, curbs, gutters and/or street lights is typical of the neighborhood and does not adversely impact marketability. The subject is over 30 years old, but has been modernized as necessary and is marketable in its present condition. The effective age is significantly less tha 30 years. It is noted that the price per sq. ft. of gross living area for comparable No(s). 3 varies by more than $10.00 per sq. ft. compared to the subject. The comparables chosen are the best available. The vacant land in the area is changing to single family and does not have a negative effect on the value. All comparable sales are settled to the best of the appraiser's knowledge. Verification of settlemnt is with County and/or Realtor. Addendum Page 1 of 1 SUBJECT PROPERTY PHOTO ADDENDUM Borrower: GeorQe D. Diehl File No.: 02-213M1 Property AcIJ1ress:51 Oak Wood Drive Case No.: Diehl Estate City: MechanicsburQ State: PA Zip: 17055 Lender: Georoe D. Diehl Estate FRONT VIEW OF SUBJECT PROPERTY Appraised Date:July 30,2002 Appraised Value: $ 140,500 REAR VIEW OF SUBJECT PROPERTY STREET SCENE Borrower: George D. Diehl Property Address: 5', Oak Wood Drive City: Mechanicsburg Lender: Geor"e D. Diehl Estate l;OMPAKABLE PROPERTY PHOTO ADDENDUM File No.: 02-213M1 Case No,: Diehl Estate State: PA Zip: 17055 COMPARABLE SALE #1 11 Greenway Mechanicsburg, PA Sale Date: 4-26-02 Sale Price: $ 135,000 COMPARABLE SALE #2 14 Andes Drive Mechanicsburg, PA Sale Date: 4-29-02 Sale Price: $ 135,000 COMPARABLE SALE #3 504 Broad Circle Mechanicsburg, PA Sale Date: 5-10-02 Sale Price: $ 134,500 ~ "i, '- ::t- \i> 4i~ *~ ~~ ':l ~ - ~ - ..... .\. r\ ~ \) '3~ ....t: 6~ $ \.j OL ~~ \t ~a ~~ ~ "'" .... Q.~ ~ ~ ll.( - ~ ~ ~~ ~ ~ ..... / <:\"'" [ :J... ~~ \, ~ \" (?J -:::<<::1 --.!. 0- ~Q2 ""'''t\....~ f -/ , ~ ~ ~ ~ N ~~ ~~ ~ 1 ~ \~ ~ ~~ ~ N. HO.l3>1S ~Nlalln8 apoQ alZ BlaIS !quno:) lSPUSl AI!:) SS6JPP'lt ^IJadOJd luell:J/laMOllOS # 91101 ,;% /'1/ ,< ~~./ ,"~'~~ . ~~~'\ ~~~ ...,..-.' .'%>. ,.'.';O~. ~ \ \.'~ \fl~ ~\~~~ ~ ,~, ,.> \: /i:,t ~J "" ~ ~~~-, 1';0;,1' ~ \!~o61~~\\\\it 'f \J\l\!\ , \\ '\"J A.IIS \ ~~~ ~ - -,", ~ ~ "'I " ~ \1~~)~ \ \ \~"~,, \ \ ~~, \lll\_~ " ~~ f,\\\~ . VP.Bldg i1 ( i Memoria/Cern c' ,<<fJ~~~ , ~ .J' '" '" ~ ,\< \ ,~\\.~~ L ,-' "'',tU'I fJ.\\1< :. I ~I "'; "'; I I I I I I I I I I I I I I I ~" 1:1/' ..",,!/\ . L,;'- -'~ $'~ -~,~~ 7' . ...., ", , " /)SJlEf' "<' fi/ ~f;arrlilll ;' Grove i'" Sch ~~t. / i I I .......-'\ ,,,..-'- '\, 't:,:,z -+ L1SBUR' ( \ ~~~:!l.SP- ,u_l.~~r~~""'~""" ".cfi_ " ~P~Hf TFi ~Q;" ~I<:; ~. .._~ ~~d....._.__.._~~", MULTI-PURPOSE SUPPLEMENTAL ADDENDUM FOR FEDERALLY RELATED TRANSACTIONS (FIRREA) Diehl Estate 02-213M1 Borrower/Client GeorQe D. Diehl Property Address 51 Oak Wood Drive City MechanicsburQ County Cumberland Lender GeorQe D. Diehl Estate State P A Zip Code 17055 This Multi-Purpose Supplemental Addendum for Federally Related Transactions was designed to provide the appraiser with a con- venient way to comply with the current appraisal standards and requirements of the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of Currency (OCC), The Office of Thrift Supervision (OTS), the Resolution Trust Corporation (RTC) and the Federal Reserve. This Multi.Purpose Supplemental Addendum is for use with any appraisal. Only those statements which have been checked by the appraiser apply to the property being appraised. EI PURPOSE & FUNCTION OF APPRAISAL The purpose of the appraisal is to estimate the market value of the subject property as defined herein. The function of the appraisal is to assist the above-named Lender in evaluating the subject property for lending purposes. This is a federally related transaction. EI EXTENT OF APPRAISAL PROCESS [K] The appraisal is based on the information gathered by the appraiser from public records, other Identified sources, inspection of the subject property and neighborhood, and selection of comparable sales within the subject market area. The original source of the com- parables is shown in the Data Source section of the market grid along with the source of confirmation, if available. The original source is presented first. The sources and data are considered reliable. When conflicting Information was provided, the source deemed most reliable has been used. Data believed to be unreliable was not included In the report nor used as a basis for the value conclusion. [X] The Reproduction Cost is based on Marshal Swift and Local Contractors supplemented by the appraiser's knowledge of the local market. [K] Physical depreciation is based on the estimated effecllve age of the subject property. Functional and/or external depreciation, if present. Is specifically addressed in the appraisal report or other addenda. In estimating the site value, the appraiser has relied on personal knowledge of the local market. This knowledge is based on prior and/or current analysis of site sales and/or abstraction of site values from sales of improved properties. [K] The subject property is located in an area of primarily owner-occupied single family residences and the Income Approach is not consi- dered to be meaningful. For this reason, the Income Approach was not used. D The Estimated Market Rent and Gross Rent Multiplier utilized in the Income Approach are based on the appraiser's knowledge of the subject market area. The rental knowledge is based on prior and/or current rental rate surveys of residential properties. The Gross Rent Multiplier is based on prior and/or current analysis of prices and market rates for residential properties. D For income producing properties, actual rents, vacancies and expenses have been reported and analyzed. They have been used to pro- ject future rents, vacancies and expenses. EI SUBJECT PROPERTY OFFERING INFORMATION According to Owners Deed the subject property; ~ has not been offered for sale In the past ~ months or ~ years. is currently offered for sale for $ was offered for sale WIthin the past ~ months or _ years. Offermg Information was considered In the final reconcJlJatlon of value Offermg mformatlon was not considered In the final reconCIliation of value D Offering information was not available. The reasons for unavailability and the sleps laken by the appraiser are explained later In this addendum. EI SALES HISTORY OF SUBJECT PROPERTY According to Owners Deed [K] has not transferred in the past ~ months or ~ years. D has transferred in the past ~ months or _ years. D All prior sales whJch have occurred in the past _ months or _ years are listed below and reconciled to the ap raised value, either in the body of the report or In the addenda. Date Sales Price Document # Seller Buyer the subject property; EI FEMA FLOOD HAZARD DATA W Subject property is not located in a FEMA Special Flood Hazard Area. D Sub'ect ro ert is located in a FEMA S eeial Flood Hazard Area. Zone FEMA Ma IPanel# Ma Date Name of Communlt "G" 420372 2-15-80 Upper Allen Township The community does not participate in the National Flood Insurance Program. X The community does participate In the National Flood Insurance Program. X It is covered by a regular program. It is covered b an emer enc ro ram. FW-70M Forms & Worms Inc., 315 Whitney Ave. New Haven, CT 06511 All Rights Reserved Dacambl!f 1992 Thi. 101m reproduced with permi..ion on lh. ACI Development Rapldfcrml .ystem (aOO)2~--3727 Diehl Estate 02-213M1 II CURRENT SALES CONTRACT WThe subject property is currently not under contract. DThe contract and/or escrow instructions were not available for review. The unavailability of the contract is explained later in the addenda section. DThe contract and/or escrow instructions were reviewed. The following summarizes the contract: Contract Date Amendment Date Contract Price Seller DThe contract indicated that personal property was not Included in the sale. DThe contract indicated thai personal property was Included. II consisted of Estimated contributory value is $ ~personal properly was not included in the final value estimate. Personal property was included in the final value estimate. The contract indicated no financing concessions or other incentives. The contract indicated the following concessions or incentives: Dlf concessions or incentives exist, the comparables were checked for similar concessions and appropriate adjustments were made, if applicable, so that the final value conclusion is in compliance with the Market Value defined herein. II MARKET OVERVIEW Include an explanatIOn of current market conditions and trends 6 months is considered a reasonable marketing period for the subject property based on II ADDITIONAL CERTIFICATION The Appraiser certifies and agrees that: (1) Their analyses, opinions and conclusions were developed, and this report was prepared, in conformity with the Uniform Standards of Professional Appraisal Practice ("US PAP"), and in accordance with the regulations developed by the lender's Federal Regulatory Agency as required by FIRREA, except that the Departure Provisions of the USPAP do not apply. (2) Their compensation is not contingent upon the reporting of predetermined value or direction in value that favors the cause of the client, the amount of the value estimate, the attainment of a stipulated result, or the occurrence of a subsequent event. (3) This appraisal assignment was not based on the requested minimum valuation, a specific valuation, or the approval of a loan. II ADDITIONAL (ENVIRONMENTAL) LIMITING CONDITIONS The value estimated is based on the assumption that the property is not negatively affected by the existence of hazardous substances or detrimental environmental conditions unless otherwise stated in this report. The appraiser is not an expert in the identification of hazardous substances or detrimental environmental conditions. The appraiser's routine inspection of and inquiries about the subject property did not develop any information that indicated any apparent significant hazardous substances or detrimental environmental conditions which would affect the properly negatively unless otherwise stated in this report. It is possible that tests and inspections made by a qualified hazardous substance and environmental expert would reveal the existence of hazardous substances or detrimental environmental conditions on or around the property that would negatively affect its value. . ADDITIONAL COMMENTS Appraiser's Signature Appraiser's Name (print) State PA Effective Date July 30. 2002 Phone#( ) Residential Certification X Certification # RL-000388 -L Tax 10 # 23-2391423 . CO-SIGNING APPRAISER'S CERTIFICATION DThe co-signing appraiser has personally Inspected the subject property, both inside and out, and has made an exterior inspection of all comparable sales listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts responsibility for the contents of the report including the value conclusions and the limiting condi- tions, and confirms that the certifications apply fully to the co-signing appraiser ~The co-signing appraiser has not personally Inspected the interior of the subject property and: has not inspected the exterior of the subject property and all comparable sates listed in the report. has Inspected the exterior of the subject property and all comparable sales listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts responsibility for the contents of the report, including the value conclusions and the limiting conditions, and confirms that the certifications apply fully to the co-signing appraiser with the exception of the certification regarding physical inspections. The above describes a level of inspection performed by the co-signing appraiser. DThe co-signing appraiser's level of inspection, involvement in the appraisal process and certification are covered elsewhere in the addenda section of this appraisal. . CO-SIGNING APPRAISER'S SIGNATURE & LICENSE/CERTIFICATION Appraiser's Signature DTrainee Appraiser's Name (print) State Dlicense D Certified Residential D Certification # D Review 55 # DOther FW.70M Oecamber1992 Forms & Worms Inc., 315 Whitney AVe. New Haven, CT 06511 All Rights Reserved Thi,'orm(ePfoducedwilhperml..ioooolheACIDevelopmeoIRapidfo;mssystem (lIDO) 234.a727 Borrower GeoraG-Ei. Diehl File No. 02-213M1 Prone;;';Address 51 Oak Wood Drive Citv Mechanitsbura County Cumberland State P A ZiD Code 17055 lender Georae D. Diehl Estate APPRAISAL AND REPORT IDENTIFICATION This appraisal conforms to QM of the following definitions: [R] Complete Appraisai o Limited Appraisai (The act or process of estimating value, or an opinion of value, performed without invoking the Departure Rule.) (The act or process of estimating value, or an opinion of value, performed under and resulting from invoking the Departure Rule.) This report is one of the following types: o Self Contained [R] Summary o Restricted (A written report prepared under Standards Rule 2-2(a) of a Complete or limited Appraisal performed under STANDARD 1.) (A written report prepared under Standards Rule 2-2(b) of a Complete or Limited Appraisal performed under STANDARD 1.) (A written report prepared under Standards Rule 2-2(c) of a Complete or Limited Appraisal performed under STANDARD 1 for client use only.) Comments on Standards Rule 2-3 I certify that, to the best of my knowledge and belief: I The statements of fact contained in this report are true and correct. I The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and are my personal, impartial, and unbias d professional analyses, opinions and conclusions. I I have no present or prospective interest in the property that is the subject of this report, and no personal interest with respect to the parties involved. I I have no bias with respect to the property that is the subject of this report or the parties involved with this assignment. . My engagement in this assignment was not contingent upon developing or reporting predetermined results. I My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors thE cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. I My analyses, opinions and conclusions were developed and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice, I 100 have 0 have not made a personal inspection of the property that is the subject of this report. Comments on Appraisal and Report Identification Note any departures from Standards Rules 1-2,1-3,1-4, plus any USPAP-related issues requiring disclosure: APPRAISER:~_ _ ~ Signature: ~ Name: Mark E. Hiibert Date Signed: Auqust 2, 2002 State Certification #: RL-000388-L or State License #: RL 000388-L Slate: P A Expiratlon Date of Certification or License: 06/30/03 SUPERVISORY APPRAISER (only if required): Signature: Name: Date Signed: State Certification #: or State License #: State: Expiration Date of Certification or License: o Did o Did Not Inspect Property USPAPldentificalion(Rev9199} 1011 ProducOOulingPolaroklOigilaISoJutionsaollware.800234.B121www.polaroidforma.com , I :1. i! 1 'I ! Ii ii ;1 ;'\ ! i.J I ,i ! 11 !:l I ,I I U j .! ;1 'i :1 :j I I ,i 'I I ,I I 'I' " ~" I , 'i ;1 i , I I ! I "1 i.! I I 'I :1 I '! i1 ,i 'i I I i! ! :! 'i ;I , i ';, , i I '! 'I i ::1 ..j I , ; i , . TIllS DEED M~deihe fill. day of ()eJ-,,~ in the year one ihousandlIine'hundrMand ninely-thr~e (1993). I j Be\ween GEORGE D. DffiHL and BETTY J; DffiHL, his wife, of the Bqmugh, , ' of Mechanicsblll'g, CumberllUld County, ,Pennsylvania, ; Gran;tors, and GEORGE D. D,IEHL and BETTY J. nJJ;;HL, his wife, <.>f the Borough. Mechanisburll, Cumberland County, Pennsylvania, el!-Ch to , 'hold an undivided one-half (1/2) interest as a tenant lncotnmon, I Grantees. ! 1HJS IS A TRANSACTION BETWEEN HUSBAND AND WIFE AND !' , ' TIfERBPORE IS TAX EXEMPT. ' .\ i 14EssJlm, thatin, consideration of the sum of ONE ($LOO) DOLLAR in hlind p . thereceip\ 'ereof is hereby ackni>wledlled, the said Grantors do hereby giant and cOnvey e , sa4d Gron~esi. neh to hold an undivided one-half (12) interest ss a tenant in corr$on: , I ~ACT , '1: ,,' , i '" ,AlL , AT CERTAIN piece or parcel of lalld situate in the Borou ofMechanicsb , County of Cwnberland and State of Penllsylvllnill, Ie paftic~larly I)oun and descIibedas follows, to wif: ! . :. . I ,BEGINNING a point On the wesuide of Filbert Stre 50 feet , wi~e) iSaidPlIin, t being I n (15.00) fect measured, . southw ,y from the: ditidil'g line, between Leita os. 3. and 4 in the Plan of Lo ereinafter : mc!nticined; l~ence South, 66 es 33 minutes West, stance of one h~' dre.:! ten (llO.OO) feet to a' t;thence South 23 grees 4~minutes ' E t, adistaqce of ninety-five 9. ~ feet to a poi, thence North on a line p Ii~l withlthe dividing line ~tw Lots No. imd 2 on said Plan, 66, delrree~ l51I1j~utes East,adisrance 0 e h:~n (ll~.OO) feet to th~ W~st $.\de of 'Filbert Street; thence alon est side of FIlbert Street, N4rth~, Jdegrees 45 minules West, a: a of ninety-five (95JlO) feet to a point, ihe place of BEGINNING. , ' ' , i ; BEIl'fG the southern fj -five (45.00)fe , of Lot No. 3. 8JId the , nohhem fifty (50.00) feet of No.2, Section "F' . the Plari of Black bum V~age as rerorded in the mberland County Recm 's Officeln Plan ; Bqok 6, Page 7. ' I .. I i', HAWNG reon ~ecled a Mille brick dwelling hou N~. 302 Souih ben Street, Mechanicsburg, Pennsylvania. ! B" G part of the same premises (Tract No. 1 thereof) whie an EI!f. lIeF.Oeroer,bbwife,byiheirdpeddatedDecemberl,197, d ~e or, 'in dleOfficeoftheRerorderofDeedslna;ndforCumberlllndC' nty, . 10 lIIl!iBook "K", Volume 24, Page 59. granted and conveyed unto ' i lfOrg~ D. {)jehl and Betty 1. Diehl, his wife, ihe Gl-lIl1tors herein. ' i , Tl!ACTNO; 2: , ~' AILTIiAT CERTAIN lot of ground situate In the Township of Upper A en", :County, of Cumberland, and Commonwealth of Pennsylvania, bonn, ded an described as follows; to wit; " , , iBEGjNNING at a point In the southern line of Oakwood Avenue (SO te~l wl,dc),y,tlJich said POlllt Is In thedlvtston Hne ~tweenLots Nos. 1~8 and 6~ ontheheri:inafter mentione4 Plan of Lots; thente along the southern lilie of . Olikw~ ~vellue i.n a noi1h~astedy 41!ectlon by the'arc of a circle curving'to the. le~. ~lUd cu-cle havtng a radIUS of one hundred twenty-five (125.00) feet, the arc 800K 0 36 pm 891 , t.O cc" = <:""> --< \".-. ~..:; ~.-: ~;~ -, [") ~) , . i'" ,,~ ~"~ ~-:: , . l--' N r'. -" ...... ,;:1 :'.. ru' :'.; ~- -0 -'" ...... N '"-'" -J C) <:-:- :"i g~: ;"'. :;;::: mi': ----1 rq ,... ~O~ 1 c.n' '"0 ".. ~ i dist~ce of eigbty-one and thirty-five hundre.dlhs (81.35) fect to a point; the.lIc:e a:,?IiIO t1ie line 'of lands now lJt laIc of William LlllIlpartcr. South ::7 degre~,s ,09 ntl11utcs 47 seConds Easl, one hundted fifty (150.00) feet to II poUlI; tllcnce,by the ~llf"e, SOU,th 61 degrees 03 minutes 36 seco~d8, Weat, ?",e.huncired forty-one ' anij nt'1cty-one hundredthS (141.91) feel to II POlllllnlhe dlVlslOn line blllWeen Loi' Nos. 158 and 60, aforementioned; thence alonglhe division line betwee,n Lo Nos. 158 and 60, Nimh 13 degrees 13 minutesJO seconds West, one hu dred fiflY (150.00) feGtlo II point In the southern line of Oakwood AV"l1.ue, afo, s~id, al the point and placo of BEGINNING. , ' , BEINO Lot No. 60, in the Pllln of Webercl'Oft, Section 2, Block uK", whj.ch ~aid Plan is recorded'in the Cumberland County Recorder', Office in Plan, Bopk 20, I!tl1agc 78. '. , , ' H..A.YING THEREON ERECIED a dwelling being known and nllwbered as j51 Oakwood Avenue. . . ' UNDER AND SUBJECT, NEVERTHELESS, to easements. restrictions; res~rvatiQns. "ondition~ Wid rights of way of record; . , , BEING the same premiges which M:lchael Janosko illldParlene A. JSlinsko, his wife, by their deed dated December 4, 1991, and recorded in.fue Office of the ,Recorder of Deeds in and for Cumbcrllllld County, in Deed B~k "1<f', Volume 33, Pa~e664, grarlted and conveyed unto George D. Diehl a,nd Be/:t)l ], Diehl, his Wife, the Grantors herein. " . , ' , , , A~ the said Grantors will Wl\I'l'lll1t generally the properly hereby conveyed. i :1 I I ,I I I " . ., IN! WliTNESS WHEREOF, the said Grantors llave hereunto 'set their hands and Seals the day and y~ar first abbve written. j , I , Signed, ,eiaIe4 and delivered In the pre~en,!e of: , i ! ~ill ~~~ , OE' GE D. DIEHL _(SEAL) " 'I,' , i 'I :1, I [~14tJ P<Ad!:tvJ 11t,_.__ ~ 'V ,rS;L':'dJL BEm'I. Dll3HL (SEAL) COMMOtfflEALTH OF PENNSYL VANIA: I ' : S8. COUNT\, OF CUMBERLAND i i . . 0* rhi;;, the lilt day of , N(,I.c.v , kD.1993, before me the undersigned offIcer, pqrsor,ally appeared GEORGE D. DIEHL and RE1TY J. DI.EHL, his wife known to me. (QI' ~atisfartorily proven) to be the persons whose n8m~ are subscribed. to the wirlrln insrl'llment, ' and ackn'1w~dgedthat lhey executt',d the same fur the purposes therein contained, I IN WllNESS WHEREOF, I hereunro set my hand ami official seal, 1 r,,::::"~i~~:~~::~~,f~':;~i.~,':...! . ';j,\j","~,' "~',~~"', I ;~:S~Y~""4iJ~;';t I," " ."';""'~t"~t!J'i~;;.~,';~~: " ,,~seal :,;', 1,'~~'At':?l,'C~';,'~' ~, CI1aIfoo,' ~=~~un\v '.1~'1::,,;n.::.~..(:,;., ',' :My~.~..m.i!l,10Q6 .~, "', ">"ltJ.f:t~'Pl' rd- ' ::""W", ,,',,' ~, Mf"......P 41""""" ~;:,J,:...-;~~..j.l~.'~,'" " "'~':'.:" '; . :4 """'," 'rr.t:r"~i"'~'~' . i 1 ',', ."'~$J1{.~~:~~'~f~: ';~: i . , : ' '. . - I.liIERERY (.:ERTIFY that the precise residence, of J:he Grantees is 302 S.,Filbert Street, , ! M~chanjqsbutg, PA 17055. ' f!Jo,tl.tU E. ~Jtf)..,.) :IiL (fJ1~1 ~ ~., ", , ,,<, t ',-- , L' . B...k..L.~_:_:~.td".),..t!.I Notary Public BeOK 036 PACE 892 Diehl Estate File No. 02-213M1 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under ali conditions requisite to a fair sale, the buyer and selier, each acting prudently, knowiedgeably 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 selier to buyer under conditions whereby: (1) buyer and selier are typicaliy motivated; (2) both parties are weli informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is aliowed for exposure in the open market; (4) payment is made in terms of cash in U.S. doliars 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 normaliy paid by seliers as a result of tradition or law in a market area; these costs are readily identifiable since the selier pays these costs in virtualiy ail 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 aiready involved in the property or transaction. Any adjustment should not be calculated on a mechanical doliar for doliar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's 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 for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, wili 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 allerations on the assumption that compietion 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 lenderlclient 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 of2 Fannie Mae Form 1004B 6-93 Diehl Estate File No. 02-213M1 APPRAI SERS CERTI FICA TI 0 N: The Appraiser certifies and agrees that: 1. I have researched the subject market area and have seiected a minimum of three recent saies of properties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a doiiar 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 favorabie 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 appraisai 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 conciusions, 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 partiaiiy 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 vaiue 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. B. I have personaiiy inspected the interior and exterior areas at the subject property and the exterior of aii 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. g. I personally prepared aii 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 individuais in the performance of the appraisal 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 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 51 Oak Wood Drive, MechanicsburQ, PA 17055 ~~ Date Signed: Auqust 2, 2002 State Certification #: RL-000388-L or State License #: RL 000388-L State: P A Expiration Date of Certification or License: 06/30/03 SUPERVISORY APPRAISER (only if required) Signature: Name: Date Signed: State Certification #: or State License #: State: Expiration Date of Certification or License: o Did 0 Did Not Inspect Property Mark E. Hilbert and Assac Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 1004B 6-93 A. Settlement Statement U.S. Department of HousinQ and Urban Development ~ ,r OMS No. 2502.0265 B Type of Loan 1. o FHA 4. OVA 2. 0 FmHA 5. 0 Conv. Ins. 3. [gI Conv. Unins File Number 74804S-CAAB Loan Number 634044006 Mortgage Insurance Case Number N/A c. NOTE:This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "p.a.e" were paid outside of closing; they are shown here for informational purposes and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: Mary Beth Zeigler 99 West Porl/and Streot, ",ochanlC$burg, PA E. NAME AND ADDRESS OF SELLER: Estate of Georgo D. Diehl 51 Oakwood Avenue, Mechanlcsburg, PA 17055 Estate of George D. Diehl 51 OakwOOd Avenue, Mechanicsburg, PA 17055 F. NAME AND ADDRESS OF LENDER: ABN AMf/O.Morlgago r:>roup, Inc. 717 East ~/s~nhowor Parl<w1ly, #7QO, Ann Arbor, M/48108 G. PROPERTY LOCATION: 51 Oakwood Avenue Mechanlcsburg, PA 17055 H. SETTLEMENT AGENT: PLACE OF SETTLEMENT: TIN: L SETTLEMENT DATE: CAPITAL AREA ABSTRACT, INC. 3805 MARKET STREET, CAMP HILL, PA 17011 25-1841633 07/14/2003 I RESCISSION DATE: J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSSAMOUNTDUEFROM'BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price ~135 000.00 401. Contract Sales Price $135 000.00 102. Personal Property 402. Personal property 103. Settlements charges to borrower: 403. (from line 1400) '4r09S?P. 104 404. 105. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 1 06. City/town taxes to A06. CIty/town Taxes to 107. County Taxes 07/14/2003 to 12/31/2003 $124.11 407. County Taxes 07/14/2003 to 12/31/2003 $124.11 108. Assessments 07/14/2003 to 06/30/2004 $1,241.34 408. Assessments 07/14/2003 to 06/30/2004 $1,241.34 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER: $140,374.56 420. GROSS AMOUNT DUE TO SELLER: $136,365.45 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money $2,000.00 501. Excess deposit (see Instructions) 202. Principal amount of new loan(s) $108,000.00 502. Settlement charges to seller (line 1400) $2,741.18 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject 10 204. 504. Payoff of first mOrtgage loan 205 505. Payoff of second mortgage loan 206. 506. 207 507. 208. 508. 209. 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. City/town taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 213. Muniaipa.l 07/0~/2003 to 07/~4/2003 $H.13 513. Muniaipill, 07/0U2003 to 07 /~4/200 $14.13 214. 514. 215 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR $110,014.13 520. TOTAL REDUCTIONS BORROWER: IN AMOUNT DUE TO SELLER: $2,755.31 300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH A TSETTLEMENT TO/FROM SELLER 301. Gross amount due from borrower (line 120) $140,374.56 601. Gross amount due to seller (line 420) $136,365.45 302. Less amount paid by/for borrower (line 220) $,lQ,014.1,3 602. Less reductions in aml..due sellor (line 520) $2,755.31 303. CASH ( ~FROM ) ( DTO) BORROWER: $30,360.43 603. CASH ( 0 FROM) ( ~TO) SELLER: $133,610.14 HUD-1 (3-86) - RESPA, HB 4305.2 PAGE 1 HUD-1 (Rev. 31Be) L OMBNo.2502.Q265 700. 'fOTAL Si'\LES/BROKER'S COMMISSION PAID FROM PAID FROM BASED ON PRICE $135,000.00 @ %. BORROWER'S SELLER'S FUNDS . FUNDS DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: AT AT 701 " SETTLEMENT SETTLEMENT 702 10 703 10 704 10 705. Commission paid al settlement 706 SETTLEMENT CHARGES 800. ITEMS PAYABLE IN CONNECTION WITH LOAN: B01. Loan origination fee % 10 ABN AMRO Mortgage 802. Loan discounl % to ABN AMRO Mortgage 803. Appreisal fee to: ABN AMRO Mortgage Group, Inc. 804. Credit reporlto: ABN AMRO Mortgage Group, Inc. B05. Lender's inspection fee ABN AMRO Mortgage Group, Inc. BOO. MorlgageinsuraneeappllcationfeetoABN AMRO Mortgage Group, Inc. B07.Assumptionfee F~ood Cert Fee to Hometown Mortgage Resources B08 Defr'd Prem $2,295 POC to Hometown by ABN AMRO 609. Commitment Fee to Hometown Mortgage Resources 810. Application Fee to Hometown Mortgage Resources-WAIVED 811. Lender Admin Fee to ABN AMRO Mortgage Group Group, Group, Inc. Inc. $20.00 $250.00 $375.00 900. ITEMS REQUIRED BY LENDER T BE PAID IN ADVANCE: 901. Interest from 07/14/2003 to 08/01/2003 @ $16.50/day $297.00 902. Mortgage insurance premium for 903. Hazard insurance premium for 904. Flood insurance premium for mos. to 1.00 yrs. to A.l~ Sta te Ins. yrs.lo $460. 00 P.O. C.) 905. 10 O. RESER E P ITED LENDE : 3.00 monlhs@ monlhs@ months@ 7.00 months@ months@ months@ 2.00 months@ months@ Escrow Adjustment $38.34 per month permonlh per month $22. 08 per month per month permonlh $107.27 per month per month $115.02 1001. Hazardlnsurance 1002. Mortg8geinsurance 1003. City property laxes 1004. Counlypropertylaxes 1005. Annual assessments 1006 Flood insurance 1007. School Taxes 1008 1009, Aggregate Accounting 1100. TITLE CHARGES: 1101, Settlement or closing fee to CAPITAL AREA ABSTRACT, INC. 1102. Abstract or lIt1a search 10 $154.56 $214.54 ($148.76) 1103. TiUa examination to 1104. Tille insurance binder to 1105. Document preparation to 1106. Notary fees 10 Darrell C. Dethlefs, Esquire 1107. Allornay's lees to (includes above ilemsNumbers 1106. Tille insurance to Security Title/Capital Area Abstract, Inc. (includes above ilems Numbers Basic - 3 End. 1109. Lend,rn'scollerage $108,000.00 $135,000.00 $6.00 1110. Owner's collerage 1111 Closing Service Letter Fee 1112. Upper Allen Township (Acct 1113 to Security Tit~e #557037 - April thru June) $100.00 1200. GOVERNMENT RECORDING AND TRAN FER CHARGES: 1201. Recording fees: Deed $40.50 ;Mortgaga $66.50 1202. Cityfcounty laxfstemps: Deed $1,350.00, Mortgage 1203. Stale lax/stamps: Deed $1,350. 00 ; Mortgage 1204 1205. 1300. ADDITIONAL SETTLEMENT CHARGES: ; Releases $107.00 $1,350.00 $1,350.00 1301. Survey to 1302. Pesl inspection 10 1303. Wire Fee to Capita~ Area Abstract, Inc. $10.00 1304. Overnight Fee to Law Office of Darrell C. Dethlefs (UPS) $15.00 1305. Law Office of Darrell Dethlefs (smail Doc Fee) $25.00 1306 Marlin Yohn, Sr. (Tax Cart Fea) $4.00 1307. Marlin Yohn, Sr., Tax Collector (2003-04 School Tax) $1,287.18 1400. TOTAL SETTLEMENT CHARGES $4,009.11 $2,741. 18 I have carefully revJewed the HUD-1 Settlement Statement and to the best of my knOWledge and belief, It IS a true and accurate statement ot all receipts and disbursements made an my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlemen tatement. Bonower m~ ~ ffz- Mary B Zeigler 0< Date: 7-1'/-0 J Seller or Agent: Date: ? -/7'-03 Borrower: Date: Seifer or Agent: Date: 7-/'f'-C3 The HUD-l Settlement Statement which I have prepared is a true and accurate account of this transaction. with this statement. r C. Dethlefs, Esquire enalties upon conviction can include a fine and imprison- Date: 7-(~\-o3 Dale: Settlement Agent: D WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. ment. Far details see: Title 18 U.S. Code Section 1001 and Section 1010. RfVl~''''"'''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF J)/E"HL, GFot:!GE D. SCHEDULE B STOCKS & BONDS FILE NUMBER .:z1-02- (;,op All property jointly-owned with right of survivo..hip must be disclosed on Schedule F, ITEM NUMBER 1. DESCRIPTION A-..s /J?'R PISCLRI/f/FA? /I-r7;ft!#Ej) tY'e-RC'TC: tf-Vi! _ Pr,c" " " ..?' 'ItJ ~ ~,'I3 Y' lo-o;l ~ S:3{, ~,I.S ,. I7.QZ /t_ .;?Sh. eI' 4(:r~ Sysf: I" c._ e!.rss-4 IJ. -.53Sh. &/ Ajeq Sf'sf he. Closs 25_ t'_ tfs- Sh. of /I T f T 6..-,17- 'P /4-~ Jh. 4 /lj//lY/I / /#'e. F ;J. 7 Sh. ",f .# TiT tU/rekH Sery,c ~ oS F. 3S i <..fh. of Charier lIIu,,'-c,j7tll /J1or~jL ~. ~tJ si. EmrJY Ellst ?2s;t ;t?/,tI. I-/. dt!Jo.9S(JS Lucud 7ic4)7P/~/'e>s I. 5D Jh. /J1~rcK I e.., I/1c.. J: ,9 sl ;Jep.si fi>. :r:".e. 1(, 302)'2 5h. ,fpya/ Bank of Scpfhz"rI L. 575 s/ WaYI'P/;,t p.;;'tlHC/ir/ /iI. It? s/'. Yu 111 B/YJ.Ylds,. In.c., ;1/. ';Sl) Sh. J2Lm Ji1come Fund / Lfd. ~,.I"l!rsj,p .p ~. S;t7tJ{}~5j'b lIel"li &rp. ~.252 due 3/1s/0'/ C\lSip '"' ~/D DDO ( r ~33%;Z ~1/4 See. le-ffer '" dll-Y'<ntf Mon~rruj SClltt- of ~9, o~kr ~oo3 a ff-..cke/ ~r off,'c,'r./ VIlIU-A.h'vn.s of ;t-cm:; f.,J.....d 0.) ., :z :;.J'I ,. .:1. 7 r ... S~.'I/) ; Sl_ol "-7/..62 "IIf. 10 " (.. <1. iuS- VALUE AT OATE OF DEATH l' ~.cfo 1":11.7'1 V' 8SI. 70 ~ ,n. 9'/ 'I" 1 S' z.sS' ,. 'I A36. 3(.. ~ .5"', b3 g-, DO ..- ss r_ ''I pf ;?'&.zt?"o ~ :<, SSo. so t Sf, OS :i.E"S- .. J01 '1,f;l.5"0 -"h 3 t..Sl) 'f J, ~73.5rJ 1 Jf 473.(,,0 . TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additionai sheets of the same size) $ '-IS; l'Ir. '-13 .~~~~.",.--- SOOttu.c 'MlIi!I~;~~-=~'=iritm:~IZj~"'N" If'" ~~~ilJ~ ~ 20 Enol'li ROMt SuIte 315 LemoYlle. PA 17043-1109 October 22, 2003 1717) 731-4400 fax: (7171731-4411 Charles Shields Esquire RE: Estate of George D Diel.h Mr, Shields, The following are the date of death values as of June 15, 2002, for securities owned by Mr. George Dielh, *' 10,000 Hertz Corporation Sr Note 6,25% 03/15/09 *" PLM Management Income Fund I $8,947.20 $5,347,00 If I can be of any further assistance in this matter, please feel free to contact me. S5 Yt A-' eaJ was t:I ;$c.la.;IY)~ Membe"" NYSE . NASD . SIPC '** TDTAL F'AGE. D1 ** IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF GEORGE D. DIEHL, Deceased ORPHANS' COURT DIVISION ESTATE NO. 21-02-00608 DISCLAIMER I, BETTY J. DIEHL, of Mechanicsburg, Pennsylvania, hereby declare that I am the surviving spouse of George D. Diehl, ("Decedent") who died on June 15,2002. At the time of the Decedent's death, he owned certain assets jointly with me. I, BETTY J. DIEHL, hereby irrevocably and completely disclaim and refuse to accept any and all of the one-half survivorship interest in certain assets jointly held with me as specifically identified on Exhibit A, attached hereto and made a part hereof, by this reference. I do not disclaim any interest in the above-described assets that I may receive as a part of the George D. Diehl Credit Trust as more fully described in the Decedent's Will, Paragraph Fifth. Dated the 15th day of March, 2003. WITNESS: ~ ~ (J~Ai!u B -If ~t.~ BETTY J. DIEHL (SEAL) ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND On this 15th day of March, 2003, before me, the undersigned officer, a Notary Public, in and for the said county and state, personally appeared BETTY J. DIEHL, who, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Disclaimer are true and correct to the best of her knowledge, information and belief and that she executed the same as her voluntary act and deed. ~'4-e:-~ NotarY Public My Commission Expires: (SEAL) Notanal Seal Vicky Ann Tnmmer, Notary Public Susqueh~nna Twp., Dauphin County My Commission Expires Mar. 11, 2006 Member. PennsYlvanra ASSOCIation Of Notanes IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF GEORGE D. DIEHL, Deceased ORPHANS' COURT DIVISION ESTATE NO. 21-02-00608 RECEIPT OF DISCLAIMER The undersigned being duly sworn according to law, deposes and says that he is the Executor of the Estate of George D. Diehl, and that on the date and place as hereinafter set forth, he received the foregoing signed Disclaimer from Betty J. Diehl. 3/15/03 302 South Filbert Street Mechanicsburg, PA 17055-6535 Sionature -art 14roiehl~ Date Place Sworn to and subscribed before me this 15th day of March, 2003. 14 /2<-AAc;~ Notary-'Public ~ My Commission Expires: (SEAL) Notaual Sea( Vicky Ann Trimmer, Notary Pubiic Susquehanna Twp., Dauphin County My Commission Expires Mar ~ 1 ,2006 ._ "'.';.',--'",,- r',ilc:n~'i:;i-, P~"'I :~VI\i2qid A:-:',::~'-;C .'" IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF GEORGE D. DIEHL, Deceased ORPHANS' COURT DIVISION ESTATE NO. 21-02-00608 EXHIBIT A DOD VALUE Waypoint Bank CD #800008670 Waypoint Bank Ckg. #1800014318 Waypoint Bank CD #1861319874 Waypoint Bank CD #1866319862 Waypoint Bank CD #20021764 Waypoint Bank CD #7000008751 Waypoint Bank CD #7100021260 Waypoint Bank CD #8000002430 Waypoint Bank CD #8000007338 Waypoint Bank CD #8000009964- Waypoint Bank CD #8000012017 Waypoint Bank CD #8000026485 Waypoint Bank CD #8000034900 Waypoint Bank Ckg. #90752064 Members First FeU Sue. #83316-00 Members First FCU Life Svg. #83316-04 Members First Inv. Svg. #83316-05 Wachovia Securities Accl. #2793-2513 Money Market Balance 4 Sh. Agere Syst. Inc. Class A 106 Sh. Agere Syst. Inc. Class B 170 Sh. AT&T Corp. 33 Sh. Avaya Inc. 54 Sh. AT&T Wireless Services 716 Sh. Charter Municipal Mtg. 400 Sh. Energy East 8.25% PFD 401.901 Sh. Lucent Technologies $15,220.26 9,728.77 12,859.26 10,023.21 41,712.21 16,110.35 10,160.36 16,504.11 15,943.41 10,530.89 16,655.33 10,248.96 10,269.94 2,651.57 1,527.65 4,002.67 5,201.20 .98 .- ,---------- it I ' [~;'~J[: / -. , C') lii <:::::" / ;.:; I 0.0 f)" :-"i3f5~ ' ,'.1:3 .::r / .- ,1,-. J.v:r- ;~../ ~f if 5' ! . I ~ - '" <: J :::~ ",; ~:":t'~iLT/ :' ,...~.; t...~ &? / ~ .... 'V . ii, I t~ :~. ?~;"-'; I --.,-:''"t- i ~J'~}g'{j } , ~. ~i [> ?_ - fJ' 'c. ' , t...... /' ........, :323288 _1 100 Sh. Merck & Co., Inc. 100 Sh. Pepsi Co., Inc. 605 Sh. Royal Bank Scotland 1,150 Sh. Waypoint Financial 20 Sh. YUM Brands Inc. 500 Sh. PLM Income Fund I Ltd. Partnership 10,000 Sh. Hertz Corp. 6.25% due 3/15/09 I I ~ I u.e.~ .f;' / z g~ 1!f ~ 0 rv .',; n:: u_- ::: c..s - 0 __'!p-C: A5f8 &~ g"",/ ~ Cljc;:.. ftr<" -"'" itr q;.C::./f](I1.: g s~~t!-!.t. o.S~Lt.}t" <' .c...OO; 5" P. / ," !.: "'" ,,~J _, ~ ,J -!~1!// -:c :;:,..[... I (I, I .Si &".r; {Q ! ->::> 1....:.;; c., ~-' <6~U .~. ~-".. ; ;:: ------1-:7 REV'lsoaEX+(1'971~ ~ SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INH~:~i~~~i 6EA[E~~~~RN PERSONAL PROPERTY ESTATE OF J:) IE 1-1 L, G{;()R6 E D. FILE NUMBER .:2-1- O;Z -6 of? include the proceeds of litigation and the date the proceeds were received by the estate. All property jointiy-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1, DESCRIPTION II-s ;Ja J)ISCLII lII1E~ ,# 77/fe/lED 7i> SC/lElJ. E.- ;f. J.Jlf-yjJpl#T: (~F #$p LErrc7( A7'r/fC!He-1>) (/) e.l>. f'OOOOOF'(P7P (ii) (ti'J (;'v) (v) C,l>. :?~P 2.1 7~ 'I (V;J C.l>. 7P000087S1 (0i) (J.P. 7ItltJO:2/.2Go (/lIi'I) (J,P. 'i?tlOClOt?;<~30 (/k) e,). ?tlCltltJO 733,J' (X) e, P. t'tlOtloc> 996'1 (X!) e.]). ttltJoo/~tll7 (XII) e.)). io tJotJ2 !.'1RS (x/ll) Check/(J 9p75:<.ot tf 6. ItIlI-yjJo/NT Sot.G /!lA-AlE e,1>. 'gtJ0003 4'l/JO ~ (* I/f/Fo /l/o'!F: "'$I/~ /.5 /I SOLE AI/I/1IE e.1:>. W'/I /01 tJAlt.Y )-,P,PEII-.€e1) tlN ~E 2>/SeL/I//J1E1( A:s /I iYPtlG/lAP#ICI'I-L P/tf(tli?' 6erTY J. ]>;afL /I/f/J /J0 Su/tY/wRSlflfl INTE7t- E5'T 1# If' 7i? 1>ISUAI/11). (S/!!f 4)Jl.YfbINI C.cTT(,;<f /l-7T/H'ItE.b) C. I11GIJtJ3aS H/I.s{ (su #~o LC TT'e;7( /lrT.I'f{!~E1)) (iJ T 33 1(, -~o (RGGILt-M) (if) tiFF SIWINM %33/(,- ()if Cned(/,1' 1,f/?/?t7/'/.j /8 e,p. If6/3 19 f?7<f f.p. /f~~ 31 '1 f ~z VALUE AT DATE OF DEATH " 7, ~/li. 13 "'7': JIo'/. 39 , f(" 42'1.63 '" 5' tJ II. ,,/ , fI" 20,1'S't,.11 If oS's: If , ~ / oJ'-o./K F IG .zsz.tJ6 1- 7 971. 7/ , ~ ~ .21>S. LfS- ~ l(, 327. "7 ,c S 12 '/.'Itf , ;t /, 3'2s. 79 l'" 10, Ztf, 9. 91 ~71&:J. tf.3 I ;), tJCJ I. 3 '/ TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ III 19tJ.'1r; , 5Cf/E'j), E:./ ~A'T)). ESr. 0/= .DIFfI~ Ge~6E P. . (i if) .:5A-J'/NGS t'3.3/!P - 0 S- , I b. /tI,/Cf/Nllf /liMe)' /I1t?-~E7 27 'i 3 -:? S/,3 ':<':/j .'f'rtJ~ ratecl /(e/At.6J(rse/JI~Ii./ e~. on ~k c>f ..f~1 Es!ii/i <If .57 [}tlj(IVIlPd Dr/Ye /17 which cleculenf RP/NtI 11 Me -/'84 ,';;tetrd: " A. ~/;"Jt{rsed1~/JI-6r&un,.tf ~.5a:n~ 1/1)1) ~2f./1-:'-.2- = "bZ.OS' 15. If " 5~/ " (;,;'e '#1) { ~ 'II. 31 -7 2. = 't-ZIl.61 (S~t: 5 e II!e/HMf J'/;ct:1 d /I1Jlc.lvdlR szkt:! E ) 3. ;h -rated re Ihtbnrudlenl5 I d t911..hk pf ~Il! 8M cd 30ASo>f~ Elbert s;t il? hlkch decdefif tJWM' d ~~-).t17 ,/iler-est: If. i?eiI11Jur~lJf ;;r (l,unft ~s /t~c IfP?) 'i~tf..).);'- 2 '" 1'g>Z,77 13. If II S-tb/ K (b;,c 'ItJl) 'i, /37. bt:.':';- z .: 51,8. f'3 e. I' If ,J;J1Ier (f,'r,,, 'fPf) ~7.3,/1-;. L = ~w,.s!) (5u sdl/eh/c4 JiJ"eI d~t/ G .sclut/. E.) . ___ (f: Tnfprl11tLh~"aI Nti/i: nel!tu-/lff/w! 5~lt:I hr "'K<:lcif ~ . o/I-Ico/5edmltte r/keN't/,~/ & IHr;jJU uforh'O tJ..1fd cuyusl- menfsU///! Ie i'elkdUI M .& tyljf7nJjlrtpl: /nO'I7/~ ~ relurn5 - ~ oe hied dFfrr'ale-lf). 2/-o.z-6ofl ,. .:?, tJ.bO. {. 0 ,. ~o. 4'1 09/09/2002 CHARLES SIDELDS III 6 CLOUSER RD MECHANICSBURGPA 17055 ~ .'~,.., ~ '!' t'lW;allnoint @ -:JIBANK LOOK FOR US. WE'LL GET YOU THERE. The information which you requested on the account(s) of GEORGE DIEHL (Social Security Number 201-16-7022) is/are as follows: Account Number 1800014318 1861319874 1866319862 20021764 7000008751 7100021260 Class of Account CHECKING CERTIFICATE CERTIFlCATE CHECKING CERTIFICATE CERTIFICATE Date Opened 09/25/96 09118/97 09/09/97 09/28/95 01/26/00 01/17/02 Principal Balance 9728.77 12839.91 10000.00 41712.21 16080.19 10145.07 Accrued Interest 19.35 23.21 30.16 15.29 Balance at Date of 9728.77 12859.26 10023.21 41712.21 161W.35 10160.36 Death Account Ownership ITO ITO JTO ITa JTO ITO Name of Joint BETTY DIEHL BETTY DIEHL BETTY DIEHL BETTY DIEHL BETTY DIEHL BETTY DIEHL Owner, if any Date Ownership 09/25/96 09118/97 09/09/97 09/28/95 01/26/00 01/17/02 Was Established 8000002430 8000007338 8000009964 8000012017 8000026485 8000034900 Account Number CERTIFICATE CERTIFICATE CERTIFICATE CERTIFICATE CERTIFICATE CERTIFICATE Class of Account 10/26/93 10119/94 02/07/95 03/27/95 10/28/96 09/15/97 Date Opened 16460.67 15902.60 10513 .67 16613.27 10235.42 10255.86 Principal Balance 43.44 40.81 17.22 42.66 13.54 14.08 Accrued Interest 16504.11 15943.41 10530.89 16655.33 10248.96 10269.94 Balance at Date of Death ITO ITa ITO ITa ITO SOLE Account Ownership BETTY DIEHL BETTY DIEHL BETTY DIEHL BETTY DIEHL BETTY DIEHL Name of Joint Owner, ifany 10/26/93 10119/94 02/07/95 03/27/95 10/28/96 Date Ownership Was Established P.O. Box 1711. HARRISBURG. PeNNsY\.vANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . IN YORK AREA 717/815-4500 . www.waypointbank.com VlWayf.tqi!1~ LOOK FOR US. WE'LL GET YOU THERE. 09/09/2002 Was Established P>ccount~UD1ber Class of P>ccount Date Opened Principal Balance P>ccrued Interest Balance at Date of Death P>ccount Ownership ITO ~ame of Joint BETTY DJEHL Owner, if any Date Ownership Was Established 800008670 CERTIFICP>TE 12112/94 15197.35 22.91 15220.26 8200000022 lRP> 07118100 199317.29 6415.29 205732.58 90752064 CHECKlN'G 03104192 2651.57 2651.57 12112/94 SOLE ITO BETTY DIEHL- BETTY DJEHL BENEF 07/18/00 03/04/92 P>ccount ~umber Class of P>ccount Date Opened Principal Balance P>ccrued Interest Balance at Date of Death P>ccount Ownership ~ame of Joint Owner, if any Date Ownership Was Established Account ~umber Class of P>ccount Date Opened Principal Balance P>ccrued Interest Balance at Date of Death Account Ownership ~ame of Joint Owner, if any Date Ownership Was Established ",J> -'-"/'1 _ /o~f/?I.( .. "JETTY Df!::H<-" ~"'7 I' (' P>ddltlOnal, . _, " l)(E/.{L - 8W;::f Information Gt:;.oRL..G Requested Lj:). d. (;, '3. :3 'I -t ) tit 1.(5 i()" -371. 79 ~iy.cerelYl b 1Itttlv;t l~ r:1"ff KAmy'YO~G SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PENNSYl.VANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . IN YORK AREA 717(815-4500 . www.waypointbank.com MembersISl FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 697-1161 PRIMARY OWNER: George D. Diehl REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Created 83316 -00 04/28/1987 $1,526.63 $1.02 $1,527.65 Betty J. Diehl 04/28/1987 LIFE SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Baiance at Date of Death Accrued Interest to Date of Death T otai Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Created 83316 -04 02/01/2001" $4,000.00 $2.67 $4,002.67 Betty J. Diehl 02/01/2001 INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Created 83316 -05 04/28/1987 $5,197.63 $3.57 $5,201.20 Betty J. Diehl 04/28/1 987 IRA CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Certificate Purchased Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Beneficiary 83316 -15 5 YR 02/1 5/2001 $124,053.55 $307.38 $124,360.93 Betty J. Diehl VISA CREDIT CARD ACCOUNT: Account Number Date Account Opened Balance at Date of Death Name of Joint Cardholder 4287590000833166 07/15/1996 $147.08 Betty J. Diehl Page 1 . 000 Values George D. Diehl Page 2 PRIMARY OWNER: REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Certificate Purchased Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Certificate Purchased Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner ;V~ -/U;A tPcr ~ . '~ . _. j~ M t/~ 1 -1!!!~r'. "'~"C1n:: VI. \,:U::VM.UC: u. UIt:ttL Date of Death: 06/15/2002 Social Security Number: 201-16-7022 Betty D. Diehl 201470 -00 02/01/2001 $25.00 $.00 $25.00 None 201470 -40 30 MO 02/01/2001 $16,269.59 $38.25 $16,307.84 None 201470-42 18 MO 04/04/2001 $14,953.69 $32.69 $14,986.38 None 201470 -41 3 YR 02/01/2001 $16,278.19 $38.52 $16,316.71 None 201470-43 3 YR 04/04/2001 $14,969.23 $33.24 $15,002.47 None 'unt opened by transfer of funds from 83316-00 1jBERS 1 ST 1;r. - <' nise A. nders Insurance Products Supervisor October 11 , 2002 L CREDIT UNION ITEM NUMBER 1. RW"1O"'''"971W C"MMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ..... -,-,I EHL, G€Oa6€ b. SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER .21-0;l.-(~,c)& This schedule must be completed and fijed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OFTAANSfER. ATTACHACOPVOFTHEDEEDFORREAlESTATE. a. /.A.. S. Siut/o.,s ~ond. &ri~$ HH :If X 3'1~ 37;'" HH Face Am,t.ud /0, ppo ,e,., fJayabfe .011 7/~<<!f, ro Bdty J. Die.h~ "'Dt!cdenfs SP"'Ol!,e. /VttYl'p/nt lJaIIK 7/04 o2tJO I?OOP Z1- tI,!Jutetl 7/IJ'/uf)o ;Jr/nc-/Jer/ 1'"/'1'1,3/7.2-1 .. :Tnt. tl~r. ti cI.o. eI. &', "lIS". Z'f (see /e#e/' p~ckcl k sd. l') ~ ..2.0S, 732. SF /J'lemhrs J F;rsf Fetkrt:t/ Credf un/oll 83 3/~-/S :rfl.... OflMetl :2 /IS/2C(Jf f/r/1>CI/J4/ ~:lt{, 053.sr Jnt. pczr. h, d.c.d <1307.34' (see /tdkr ~l/acllLd sd,./f) '/;;1.'1, 3{,0.'l3 tt/l1chon't:{ "kcPf/h'es, Jrlc. Z/CA If ::l7'i3- ~t.j5" ,4r~. # sit. 'It .. /1-. ,4/Jertl,en 4ft:{ <<e. dnc. '1.73 x /, /.2'1. '?? /3. 4-/111 fJlel1l/er kf~ 1/,1/0 X 97::? ~l{f e. t<ne"JY ~ast $.'2'kl'li 1 dS.2tJ x /I9C D. :z:nfUAIl/"A"! /J;rer ~r;:.J jy, f:1. x 300 E:. If"yal &utK ,f SuH".,t/ ~ :It..f.2 J( ~ o~ ~. UeI. &rp. JIIew '130.3.3)( 6,3S;117 c;... /ltol}etl Ihtl/'kef &/1Uf,(( (j -p-r/it 3. i (See IVac.ht'Y/A Lel/er 4-1!zt:k/J DATE OF DEATH VALUE OF ASSET pi {O,,,oo."-<> ~ .:(os; nZ. S,r -I /~'" 3/00.9..3 ~ .s; 377. 3t. ., ?, /717..2'/ ~:z S <C.~(J ~ 7, '17 ~.Pt? ~ ;)7, fsl. tll? "rl, l'1f. S'l f ~'1t/3. 0/ ~ 73, /37.Z0 %OF DECD'S INTEREST 1001c /0010 fOO/&> f 0{) Jp EXCLUSION IFAPPlICABLE\ -0- -0 - -0- -0- TAXABLE VALUE 1{o, 000. 0"2> ,r ;zos, 732.S% r /"2tf, 3bo.Q3 'I 7.3, /37.UJ TOTAL(Alsoenteronline7,Recapitulation) $ 1/3, :?Jd, 1/ (If more space IS needed, Insert additional sheets of the same size) Wacllovia Securities, In::; \,II,IS3.24C 34C: Nortll Fron~ Street SL:il\,110 Harnsburg. PA 17110 Tel 717 238-9636 Fa\ 717 238-9789 800 254-8211 . August 14, 2002 WACHOVIA SECURITlES Charles E. Shields, III 6 Clouser Road Mechanicsburg, PA 17055 RE: George D. & Betty J. Diehl (AjC# 2793-2513) George D. Diehl, IRA (AjC# 2793-2685) Dear Mr. Shields: Per your request dated August 14,2002, I am providing you with the date of death values as of June 14,2002 and June 17,2002 for the assets held by Mr. Diehl. George D. Diehl, IRA (beneficiary Betty J. Diehl) Account #: 2793-2685 June 14, 2002 # of shares Description Hie:h Low Close 1124.97 Aberdeen Asia Pacific Income $4.83 $4.78 $4.80 972.648 AlM Premier Equity ~ ". $8.27 100 Energy East 8.25% Preferred $25.24 $25.10 $25.24 300 1ntemational Paper 7.875% Preferred $24.99 $24.86 $24.97 1050 Royal Bank Scotland $26.80 $26.50 $26.73 635.117 UGI Corporation New $30.28 $29.40 $30.00 June 17, 2002 # of shares Description Hie:h Low Close 1124.97 Aberdeen Asia Pacific Income $4.79 $4.70 $4.72 972.648 AIM Premier Equity ~ ).. $8.52 100 Energy East 8.25% Preferred $25.34 $25.10 $25.20 300 1ntemational Paper 7.875% Preferred $24.99 $24.85 $24.95 1050 Royal Bank Scotland $26.73 $26.45 $26.73 635.117 UGl Corporation New $31.26 $29.97 $31.26 Money Market Balance $ 2443.01 George D. & Betty J. Diehl Account #: 2793-2513 June 14, 2002 # of shares Description Hie:h Low Close 4 Agere Systems Inc Class A $2.44 $2.34 $2.41 106 Agere Systems Inc Class B $2.50 $2.35 $2.42 170 AT&T Corporation $10.20 $9.50 $10.18 MeIl1~"r NYSE/SIPC George D. & Betty J. Diehl (cont'd) 33 54 716 400 401.901 100 100 605 1150 20 500 10000 Avaya Incorporated $5.42 $5.03 $5.36 AT&T Wireless Services $5.86 $4.99 $5.75 Charter Municipal Mortgage $17.53 $17.21 $17.30 Energy East 8.25% Preferred $25.24 $25.10 $25.24 Lucent Technologies $2.88 $2.61 $2.73 Merck & Co. Incorporated $52.69 $50.95 $52.51 PepsiCo Incorporated $51.00 $50.19 $50.90 Royal Bank Scotland $26.80 $26.50 $26.50 Waypoint Financial $19.16 $18.75 $19.14 YUM Brands Incorporated $64.50 $62.80 $64.11 PLM Income Fund I Ltd. Partnership 7 J.L d . l.eI + Hertz Corp 6.25% due 03/15/09 ) ",,'it!.'-,"- efC""",,, a"V1 SDfar,.t< lel!rv- a &:tdtre(" 1;, Sekd. ,I!/ Money Market Balance $ .98 Should you require additional information, please do not hesitate to give me a call at (717) 231-7205 or (800) 254-8211. REV.1511 EX+ (12-99) ~,:.,O , .r:.." """"" . ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF "D I E" H L. I ~EoRGE D. FILE NUMBER ~f-02 -008' Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 C~E'm,4rl""l 5pC1E/y t>F 1"'~:"AIAlSYL~'IINt ~/, .2.s'l.,?O (Sa! 6///'7 ,,/jlJclut/) B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Aepresentative(s) .Jr: F1=(2.E Y -:1:>. -:1:>IEHL W~IJlE]) Social Security Number(s)/EIN Number of Personal Representative(s} ~ Street Address S/ P//-it' Jt)tJO,[) /fnF. City /JIEeIfAIV/eS B Ut<G- State ~"f Zip / 70 SS" Year(s) Commission Paid: (!.H,f~L.ES If': SH/E'Z-I)S 7F 1/lIC~Y 7kIPldll;f I" 2. Attorney Fees 1:1.,900_ "" 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) J ])/EI-{L 93 61> Claimant BETTY , SZ/:)- Street Address 302 S. FIL.tSE~r 51. City IJ1E{!/y'/I#ICSB uR6r State /llf Zip /7OSS" Relationship of Claimant to Decedent /l!1f)(Ju) 4. Probate Fees -'" P,tl,GINIW. I1:SILE OF SloftJl(1r CEI<!17Flc~-n:S ~/~o,oo 5. Accountant's Fees ~ET I!JIf/fCKt3/LL J./t-I( /3U;ck OF P/E(!J{I;VICS6u/,?G- (ESTIM. ~'/ ,?' .s-oo. ,," 6. Tax Return Preparer's Fees /6fo tli1SEIIIlT, r6~/, IWI(I elfU bI5et.. rAlr, 1ft. 7. IJDn,RIISIII/r, IN CU "'8. L~Ju .net.. 1'75,00 t; /fJ)I"Ete-ns IN Go /N N~I'tI'tISLftl~6 f'O~7l/!!IPT /}fE7'/ep -wEST '! SS::39 1- /J7,f"l'K ;:: H/ZBEl2r IlfsstPcs. - f{EIft. EST. ,q./JPJlAIS/t-U ~ 7S--o.oo 10, 1-/)[:>111 P N /Ii.. flRPtM'$" r~S 7P ,eEG-/STBf',F Ji!VIUS 'fIS5: 00 II. F/LING- ;P/S<XAII11~ Fe: ;;;;p ,ea;/.5T~ pP /V/,,:C..> 11s:oo TOTAL (Also enter on line 9, Recapitulation) $ ~.:z, 03r. 00 (If more space is needed, insert additional sheets of the same size) ~sr. ill=" U/GflL I GEtllPGE 7/. (!j(!llaJ. f( t!PntCl l:r. F~ 72> I=?LE: I/VrI. 7~)f /CE7Zt;(!P-tflEtr. bF WILLS. /3. Flt-ErNo. 2-1-02-100rf'' - -'; s: PO pOf{ t?oS7,+6G' , ,(ElIJI&,fSC/H67I/r 7C 6YAt.f. St'lICZDS '7:IL c13,PIE5/ E~ (EST/hi.) p-f- Jl..j)j)l7itWAi SflRRT cae77?loP'U5 -1.:r~,70 - lr9 .~o /5". &.siCS" //$.5es5t=tJ W t!?i#AI~C71&W /U/-(7f S/k.E or ~ ~S71f-7E ~r 57 tP4Rjp/tl:l~ ,U&I"E //Y HHIM' ~r tfJ/(J/JIPJ .4 hf/€-t'l~ /IV~C=ST.' -4) ,,41JJtlS7///a.'/3' r.;;>-1" 1J111#1t!1/~L At[;'€S9I1E1'JT 0HE 513) "Iv J-7-2 = "7.(J7 B) ~f/lfavr I?E; uf'f18(' ~7Vrwf? (/leU:#SS7b37" ~j7~L -dIrIf'E) (LINE /IZ) c.) ~ e;r;. ~I1'SFE/( //rXES fL//YE 12/}!!) 1)) /I//hI!i/N ~#AlI 7/1X t6f:TlF /'7$ (b~ /3()b) 1:::) /JIIIt?LIN~II#/ S(!h'PtlL 7J1-,(ES (kAlE 1k>7) ~€ ScrrLE7f(eNT 51ftE'Er -4rT-+CIYetJ 7P SrlHGi). E) /iI.. &>573 A-SSEsscD IIY ~j(#BJ-l/t1/'I Mnf S/ft..G fJr /CaIt.. ES7lfTF 't' . _ /t!7().dtJ'-: 2 = 50. uo ~ 1,3SV,oP:"2.~ '&7S:CO "Jf,tlP -;'2.:: ~. tV f /,2t7. It-!- Z! (Plf3,S'f 1fT 3?~ ~H'7Ji Flt..t5B<T 57~€ET III" ,/(/#/f!H l:Er:e:tJt:7tIT adllltIl) A- ptJIE-#If{F //Vm;eEST: tI) IJIRT/MY FB:3 (LlAlE- //P~) tJ) "'Tfr)( !tEC!EIPrs (L/h'E //13) c.) I<E.& ES7. '7/(/f/tl'SFEt< '7J-xe (L;IIIE 1~3) ).) f]4~IlY H€C/4fI.b. JMoOL .,;1XES (LIKE (303) of . ~ /:J.(l()-;-Z =~.PP ~'f/Jt) - ,r . '72" Z.IlO ~l ~3tJ.fD7- 2="6/5. co ~ 1,/8'2,9/rZ/S?/,'Ir CHARLES E. SHIELDS, III ATTORNEY-AT-LAW H-9 v 6 CWUSER ROAD COrnElr ofTrindle and C/ous", Roads MECHANICSBURG, PA 17055 GEORGE M. HOUCK (1912-1991) TELEPHONE (717) 766.0209 FAX (717) 795-7473 September 28,2002 Mark E. Hilbert & Associates 14 North Walnut Street Mechanicsburg, Pennsylvania 17055 RE: Estate of George D. Diehl Dear Colleagues: Please be advised that I represent the estate of George D. Diehl. Enclosed is payment for the your invoice for completion of the appraisal of property. Thank you for your assistance in this matter. Very truly yours, ~.f/~~ CES/dab Enclosure I GEORGE DOlE ! 302 s RLBEAT'ST Hl ESTATE f MECHANICSBUAG' p ~ . A 17055 j; . 13 PRY m DRr~ '1- Z-'f -02- ,Ii THEOR~' ~ F; 4. I'L.~ J.- 4sSt>'- - 'I - ~~ btl.W\J. { ~ .J $ ., f: ~ P77 <.. ;e So. "0 'rl\Nag~t -- aaURIlS 63 ~,'= '~ BJANuC ~ ,~ ; ; :;;:;,~,:o '00' 5& . ",,?fJ. '0-72"1 B 2313 0100456144 101 iJA'f- _~~ ~~[\'fION SOCI Q~ ;>OJ; " , ~ ~ . . o PeNNSYL'J[\'t; "Tbe Simple Dignified Choice" Nationwide 1-800-722-8200 GINNY 6-16-2002 Betty J. Diehl 302 So. Filbert St. Mechanicsburg, PA 17055 George D. Diehl - Deceased X Direct Cremation Special 48 Hour Or Weekend Cremation Service Nationwide Guarantee Program WorldWide Travel Protection Program Private Family Viewing/Witnessing Cremation Cremation Container Medical Documents/Courier Fee Honorarium X Solid Cherry Urn #102 Urn Burial Vault Arrange For Burial Cemetery Charges Arrange/Deliver Remains To A National Cemetery Burial At Sea Scattering Charge Pa.ckaging And Forwarding Cremated Remains Express Mail X Certified Copies 10 @ $2.00 Register Book Memorial Folders Thank You Cards # Convenience Package Flowers Newspaper Placement Fee X Patriot News-Obituary X County Coroner Cremation Approval Fee DNA Preservation Other Other TOTAL 7-3-2002 PAID BALANCE DUE 220703 $895.00 $250.00 $20.00 $64.80 $25.00 $1,254.80 $1,254.80 $fi" 00 Fax (717) 541-9943 With five office locations to serve you... in Harrisburg, Philadelphia, Pittsburgh & Scranton. RW.1S12EX.ll.971." ' ^ , . ';, ". t'" .', , - COMMONWEALTH OF PENNSYLVANIA INHi:RITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS . ESTATE OF 7) '1e1L, 6FM6-E fl. FILE NUMBER ~(-oz-60J" Include unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION V/5A CItEl>/r Clflf./> A-CC T. ..r 4Ja,YI".""t ta..A in .,i,;d, .Jeee"~,,1 At.../lti".Q q f;z i"fe;.,.~f: 9'1"17. oJ' :- 2 ",. (See k#rr ;;.",'" ML/I'"""f ~QRK .1I.e~r/ ~ SG/wd. €.) AMOUNT , 73. S$' TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 7 3. ~-y LAST WILL AND TESTAMENT OF GEORGE D. DIEHL I, GEORGE D. DIEHL, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my last Will, hereby revoking all prior wills and codicils. FIRST: The expenses of my last illness and funeral shall be paid from my estate. SECOND: I hereby give and bequeath, absolutely and in fee simple, to my spouse, BETTY J. DIEHL, all my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment, provided that if my spouse dies before the thirtieth (30th) day following the day of my death, this gift shall lapse or be divested and I make said bequest to my issue, per stirpes, living at the time of my death, to be divided among them as they shall agree. If they cannot agree for any reason, then these items shall be sold at public auction, my issue being permitted to bid upon such items without specific permission of the court even though they might be a fiduciary at the time. My Executor shall represent any minor child in any division of such property and shall deliver to the person standing in the place of a parent to such minor, without bond, such portion of the minor's share as my Executor, after considering the minor's wishes, deems appropriate and shall sell the balance and pay the proceeds to my Trustees to be retained for the minor under Item SEVEN11I hereof. THIRD: Should I so desite, I will make a series of specific bequests to specific individuals on a plain piece of paper to be signed and dated by me and to be inserted with this, my Last Will and Testament. FOURTH: The gift to my spouse in this Item is intended to give my estate the marital deduction effective under the Internal Revenue Code to reduce Federal estate tax. Any provisions in this Will which conflict with or fail of this intention shall be so reconciled or amplified as to accomplish this objective. If my spouse, BETTY 1. DIEHL, survives me, I direct that my Trustees, hereinafter named, hold, IN TRUST, an amount free of all taxes equal to the maximum marital deduction allowable to my estate for Federal estate tax purposes, reduced by an amount, if any, needed to increase my taxable estate to the largest amount that after allowing for the unified credit and any other credits available to my estate, will result in no Federal estate tax, and pay the net income therefrom not less frequently than quarterly to my spouse for life. My spouse shall have power to appoint all or any part or parts of the principal of this Trust to herself or a class composed of the issue of myself and my spouse. This power shall be exercised by her alone and in all events by specific reference thereto in her Will, or by delivery at any time or times during her lifetime of a written direction to my Trustees who shall thereupon make payment as she directs. My Trustee shall pay to her personal representatives from any unappointed principal the difference between all taxes, interest and penalties which they must pay by reason of her death and those which would be payable by them if such unappointed principal were not taxable in her estate and shall add the balance of such unappointed principal to my residuary Trust. FTFTI-I: I give and devise the residue of my estate, real and personal, to my Trustee hereinafter named, IN TRUST, as follows: A. The net income therefrom shall be paid to my spouse, BETTY J. DIEHL, for life. B. My spouse shall have the power to appoint to herself up to the greater amount of five percent (5%) or $5,000 annually from the principal of the residuary trust under this Item. This power of appointment shall be noncumulative and may be exercised during my spouse's lifetime only by her giving the Trustee written direction other than by her Will. C. Upon the death of my spouse, or in the event my spouse predeceases me, my estate shall be distributed as follows: 1. All the rest, residue and remainder of my estate shall be divided into two equal shales, and one share shall be paid to my son, GREGORY D. DIEHL, and the other shale shall be paid to my son, JEFFREY D. DIEHL. In the event either of my aforesaid children should predecease the survivor of my spouse and me, his shale shall be paid to his surviving issue, I2la: stiJ:pes, or in default of such issue, shall be paid to my remaining child, or to that child's surviving issue, I2la: stilJles. as the case may be. 4. If no issue of my children survive the survivor of my said spouse and myself, the remaining undistributed principal and accumulated income shall be divided into two equal shales and one shale shall be paid to my heirs who would be entitled thereto under the Intestate Laws of Pennsylvania in effect at the death of the survivor of myself and my spouse; and the other shale shall be paid to my spouse's heirs who would be entitled thereto under the Intestate Laws of Pennsylvania in effect at the death of the survivor of myself and my spouse as if my spouse had then died Intestate. SIXTH: Trustee may use principal of the trust under Item FOURTH hereof (Marital Deduction Trust) only for the benefit of my spouse. With the foregoing exception my Trustee may use principal from the tmst under Item FIFTH hereof (Residue Tmst) for the benefit of my spouse and issue as that Tmstee deems necessary: A. To meet the expense of any accident, illness or other emergency befalling any of them; B. For maintenance, support and education (including college and graduate school); C. To pay funeral expenses, including the cost of a grave marker and perpetual care of the grave. Any principal used for the benefit of my issue shall be charged as an advancement from his or her family's share of the tmst. Further, any invasion on behalf of any issue cannot exceed the amount that would be allocated to his or her family's share of such trust. Notwithstanding the foregoing, the power to consume, invade or appropriate property for the benefit of my spouse and issue shall be limited by ascertainable standard relating to health, education, support or maintenance within the meaning of subparagraph (a) of Section 2041(b)(I) of the Internal Revenue Code of 1954 or any similar provision which may be in effect at the time of my death so that such power will not constitute a general power of appointment. SEVENTH: I appoint my Trustee as Guardian to hold for minors all property payable by law to a guardian appointed by my Will and use the same for the minor's maintenance and education, either directly or by payment to any person selected to disburse it, whose receipt shall be a complete acquittance therefor. All unexpended income and principal shall be paid to the minor at majority. For purposes of this Will, majority shall be construed to be when the individual attains the age of twenty-five (25) years. EIGHTH: No provision of this Will is intended to exercise any power of appointment, including any power of appointment granted to me by my spouse's estate planning or other documents. NINTH: All taxes, interest and penalties thereon payable by reason of my death with respect to property comprising my gross estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate under Item FOURTH C.l., provided however, that funds of my Trust created herein may be used to pay taxes, interest and penalties attributed to such tmst assets. TENTH: No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation, and the personal receipt of such beneficiary shall be the sufficient and only discharge of my Executor and Trustee unless otherwise provided herein. ELEVEN1H: In addition to powers given them by law, my Executor and Trustee and their successors and any guardian acting hereunder shall have the following discretionary powers applicable to all real and personal property held by them, effective without court order and until actual distribution: A. To retain all property received by them including the stock of any corporate fiduciary acting hereunder, provided such property remains productive; B. To invest in all forms of property without restriction to investments authorized to fiduciaries, so long as such investments are productive; C. To join in any incorporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors; D. To compromise controversies; E. To exchange or sell for cash, property or credit, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of the trusts hereunder, without liability on the purchasers or lessees to see to application of the consideration, and to give options for these purposes without obligation to repudiate them in favor of a higher offer; F. With respect to my residuary tfilst under Item FIFTH hereof, to allocate items of receipt or disbursement between income and principal as they deem equitable regardless of the character given such items by law; G. To apply income or principal to which any beneficiary is entitled directly for his or her maintenance and support should they deem such beneficiary incapable of receiving the same by reason of age, illness or any infmnity or incapacity, or to pay the same to such person as they select to disburse it, whose receipt shall be a complete acquittance therefor, without the intervention of any guardian; H. To borrow money, including the right to borrow from any corporate fiduciary acting hereunder, and mortgage or pledge as security; 1. To hold investments in the name of a nominee; J. To distribute in cash or kind or partly in each at valuations fixed by them; K. To assume continuance of the status of any beneficiary with reference to marriage, divorce, illness, incapacity or other change in the absence of informa- tion deemed reliable without liability for disbursements made on such assumption; L. To elect to value my gross estate for Federal estate tax purposes as of the date of my death or as of the alternate valuation date as allowed for such purposes, and to claim as income tax deductions expenses that would otherwise qualify as estate tax deduction and other elections allowable under law; M. Except to the extent necessary in order that the trust under Item FOURTH hereof qualify for the marital deduction allowable under the Internal Revenue Code, it shall not be necessary to segregate investments as belonging to a particular trust or share therein and all interests may be held in undivided form in a single fund from which proportionate distributions are made based on current reappraisals; N. To merge any similar tmst established by my spouse where the terms of the same are identical; O. To make income or principal distributions during the course of adminis- tration of my estate or trust created hereunder; P. In the event that I am the beneficiary of a qualified terminal interest trust and the same is taxable in my estate, I direct that my Executor shall seek reim- bursement from said tmst for all taxes due by my estate because of the inclusion of such trust in my estate, said computation of taxes due to be computed by taking taxes owed by my estate and such property included therein as compared to the taxes my estate would owe in the event said property were not taxable in my estate; and Q. To undertake any and all acts deemed necessary and proper by it for the proper and advantageous management of any trust and the settlement of my estate. TWELFTH: No fiduciary who is a beneficiary of my residuary trust created in Item FIFTH hereof shaH participate in the exercise of any discretionary power to use the principal thereof for the benefit of any person or to apportion or allocate items of charge or credit between principal and income of such trust. Additionally, no fiduciary named herein shall participate in any discretionary decision to invade or use the principal of any trust hereby created for his benefit or for the benefit of his issue and in addition no fiduciary named hereunder shall enter into any , " " reciprocal arrangement with any other fiduciary to make such discretionary distributions. No fiduciary named herein shall have any power with regard to the administration of a trust created hereunder if such power would cause the trust to be includible in his or her estate for federal estate tax purposes, TIIIR TEENTII: Any person, other than my spouse, who shall have died within thirty (30) days of my death, shall be deemed to have predeceased me. If my spouse and I die simultaneously, or under such circumstances that the order of our deaths cannot be established by proof, my spouse shall be deemed to have survived me. Any person (other than myself) who shall have died at the same time as any then recipient of income or in a common disaster with such beneficiary, or under such circumstances that it is difficult or impossible to detennine who died first, shall be deemed to have predeceased I appoint my spouse, BETTY J. DIEHL, as Executrix of and as FOURTEENTII: Trustee under this my Will. In the event my said spouse cannot act or continue to act as Executrix and/or Tmstee for any reason, I appoint my two sons, GREGORY D. DIEHL and JEFFREY D. DIEHL, to act in her place. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. FIFTEENTII: My Corporate Fiduciary, if any, shall receive compensation for the performance of its functions hereunder in accordance with its Schedule of Fees in effect from time to time during the period over which its services are performed. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1..1il day of August, 1993, to this and the preceding five (5) pages, and I have also placed my initials on each preceding page for better identification and greater security. ~ \.j,~ GE&GE D. DIEHL (SEAL) Signed, sealed, published and declared by the above-named Testator, GEORGE D. DIEHL, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and III the presence of each other, have hereunto subscribed our names as witnesses. fML4/f:~p a~~~~ d. &JL REV-1514 fX+ (3-92) " . ,*,. ". . ~ " -. COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE K LIFE ESTATE/ANNUITY I TERM CERTAIN ESTATE OF FILE NUMBER Ul\E: I-\L &~ur E 1). ~/- 01.- OO("O~ This schedule is to be used for 011 single life~ joint or successive life estates and term certain calculations. For dates of death aher 12-31-61 and before 5-1-89, actuarial factors for single life calculalions can be found in Revenue Booklet (REV-150l B). For dates of death on or oller 5-1-89 actuarial factors can be found in IRS Publication # 1457 Actuarial Values, Alpha Volume. The instrument crealing the life interest is a: (Plea.e attach a copy of instroment) -m Will 0 Intervivas Deed of Trust 0 Other LIFE ESTATE INTEREST CALCULATION Namels) of Life Tenantts) Date of Birth Present Ag. Term of Years Life Estate is Payable (Nearest Birthday) 'B It t.t., ~. t)~.,\., \ I - a - \'113 79 IXllife or 0 Term of Years o life or 0 Term of Years D Life or D Term of Years D life or D Term of Years 1. Value of Fund from which Life Estate(s) is payable: ......................................................... $ '2 b ~ I \ '3 \. 8 S- 2. Actuarial Factor per appropriate Table ......................................................................... Interest Table rate - 0 3Y,% 06% 0 10% ~ Variable Rate S. B % 3. Value of Life Estate (Line 1 x Line 2) .......................................................................... $ .3b3lo 9(.,,2b4.37 ANNUITY INTEREST CALCULATION Name(s} of Annuitant(s} Date 01 Birth Present Age Term of Years Annuity is Payable (Nearest Birthday) o Life or D Term of Years D life or D Term of Years o life or D Term of Years D Life or D Term of Years 1. Value of Fund from which annuity is payable ................................................................. $ 2. Frequency of payout - 0 Weekly 0 Bi-weekly 0 Monthly o Quorterly 0 Semi-Annually 0 Annually 0 Other 3. Amount of payout per period....................................................................................... 4. Annual payment....................................... .................................................................. 5. Annuity Factor (see instructions) Interest Table rate - 0 3Y,% 06% 0 10% 0 Variable Rate % 6. Adjustment factor (see instructions) ............................................................................... 7. Value of Annuity - If using 3Y,%, 6%, 10% or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6........................................................ If using variable rate and period payout is at beginning of period~ calculation is: (Line 4 x Line 5 x Line 6) + Line 3. NOTE: The values of the funds which create the above future interests must be reported as part of the Estate Assets, Line 1 through Line 7. The Resulting Life/Annuity Interest(s) should be reported allhe appropriate tax role on Lines 13, 15 and 1 b as required. ItEV-I649 EX+ (8195) '. SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE COAIMop.r,o,V.1.:nt or rl!NHnLVMAA lNfnJUTIoNCET,uItF.1tJRt.l R~rl)f1lT""m''JH:NT ESTATE OF J;ikNulllb~r 1)1 e\-.. \ , PART A: Enler UJe description and value of all jlltctesl~1 both taxable and non-taxable, regardless of location, (net of deductions) which pass 10 Ule decedent's survi\'illg !>pollse by will, intestacy, opel.tic" of h\V~. Of olhcl'.....ist. Deseri lion of items 1 Geor5€ D. Z}-u-z.- OD(;,o'2, Amount (..cd. \- 51-... I-k.- I""J+ C;~"'J .. "D. i oel.... \. ""2.I..~, 1'31.8S- PArt A Total: Enler Ole amouut ShO\\11 on the recl'lpitulalioll shct't in the tJ~('edl'nt IlIrOnllfltlun St'dlon. Election To Subject Property To Tal Under Section 21 J3(A) A. A Taxable Trallsfer By Tltis Decedellt. H a trust or similar arrangement meets the requiremenls of Seclion 2113{A). and: a. TIle trust or .imjlar arrangement is Jisted on Schedule O. and b. 11u:: value of Ule lrust or similar lUTangcment is entercd in whole or ill part as an a.'isct on Schedule 0, lllel\ the trl\.I\sferor's persenat rtp1'l$cnutive may specifically idcntify the trust (all or a fractional portion or percentage) 10 be indudt:d in the election to have such lIust or similar property Irealcd as a taxable lIamrer in this cstate. If less lllalllhe entire valuc or the trust or similar properly is included as a laxable (rausfer on Schedule O. Ute lJersonal repn~scn\:lth'e shall be considered to have made Ule election Dilly as to a fraction of the tJust or similar anangemeut. The numerator ofUlis fraction is equal to lhe amount oCtile lIust or similar arrangement included as a la}lahle assel on Schedule O. TIle denomillator is equal to the to..1 value oOhe trust or similar arrangement ELECfSON: Do)'QUI eled undu SecUon 21 13(A) to tnal u a tnahle tnnsfu In tlds e...te aU or a poriloll of a tnasl or andlar alT'Ulgemcllt crealed for tlte sole Wle of this dccedt'ld's luolvlnt spall YES i:DJ NO D Nair: Utile ('Iectlan Applies 10 mort' fhnll Ollt' trulIt ",-lIlmllllr arrlUl Part B: Enter the description and value of all intcrests, bolh taxable and nOIl-laxable, regardless of local ion, (neL of deductions) 'lUll nUNl lirclhncl 11.1. /2.-1''1-03 which pass to the decedent's surviving spouse for which a Section 2113 (A) election is. being. made. Descriotion of items Amount 1 Cred',+ \\-v.rr G~r.sG""'\). 0',,).,) ? (p;,- \ 31. e,...I- P:u-t B Tolal { (')~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: GeoteGE .0. .()/EIIL Date of Death: (p-/S'~t>r Will No. Admin. No. ';;/-6..)-(,68 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,~ministration of the estate is complete: Yes NO~ 2. If the answer is No, representative ~eafonably ~lieves complete: CVdt..#l fP I1fJJII ~ state when the personal that the administration will be 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the ::::,0' ~h:tO;han. CO"r< and .aYs:~~~~ ..... p <::> s: !, t::~ .J 0.: ',-:' Charles E. Shields, III Name (Please type or print) 6 Clouser Road, Mechanicsburg, PA Address 17055 ("I' o ..... Ef "" .;} @ ",'." .0 .:;:: ~ (t) ::: fJU (717 ) 766-0209 Tel. No. c; ::.1:). a>'''"'"' a: ,.... S3 Capacity: Personal Representative Counsel for personal representative (MAH:rmf/AM3) if CERTIFICA TION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: GEORGE D. DIEHL Date of Death: June 15, 2002 Will No. Admin. No. 20-02-00608 TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 19,2002: Name Address Betty J. Diehl Gregory D. Diehl Jeffrey D. Diehl 302 South Filbert Street, Mechanicsburg, PA 17055 144 Victoria Lane, Aptos, CA 95003 51 Oakwood Avenue, Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: August 19,2002 ~ f;~6> CHARLES E. SHIELDS, III 6 Clouser Road Mechanicsburg, PA 17055 Telephone: (717) 766-0209 Counsel for Personal Representative ~ 'n 'e: :-4 , ,> ,r- '0 ':z: ia , '-4 \0:: .H :'" :r- .H .:z: I'" . , , 1 1 . :\l '. '. I' ."" ,'", l\-t .> ,'H :~z :. ,.r- ,'0 l~ s: II'" ,."" " " ,." ,,0 ,"" \~ -I ,.H .,.0 .:Z: ,I ,'''' 1\0 ,,"" " 1\-< ,,0 ,.e: :p:a \~;a I'''' 'n \0 ,."" ,.t:I ,.'" " " ,. :11 '. " " . " " :s",n '" 0:: 00]> 0::....'" ]>0.... zoC::'" 'n~V\ ",,,,,,, '" C::"'''' ",o=" en ... '" .... o '" "" ]> ... ... ... ... '" .. '" ::.1(!J' ~. ' d "" ;:g ,('\ 10 "- '1. ('.'. I:l~ ";. t ::C'ffl""1:JI ~'Ol!OC: :IIl.....~-,a ..... lCIm '" ~.. i~;C: ?~~~ ~ ~ ~~ ~ ".. ;::! ~""' 'Di1 ~S I -;;Ie = ~ c: ~ i~ ... :< ro 1II .. ~ o~ ..,'" ..~ rolll groZ n"'!~ ... ... ... n e- ro ,"..0 ....., ..... U~ tU "'..... .. ... ~O~ :s:ll~ ..0" ~~-1 .... 0"''' ..,... ....i :<~ .. ~ n n:::O n :I> e: '" 0:: '" :s G> '" ...."'... ""'" m V') n U);:IIC ~ ~ ~;~ 'U . zo ~ 00- "" ." > :l>n \!! o ~)'II ...0.... 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Diehl Late of Mechanics burg Borough ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 2002-608 NO. 21-George D. Diehl NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Jeffrey D. Diehl Counsel for Personal Representative: Charles E. Shields, III, Esquire Date of Decedent's Death: 06/15/02 Date of Delinquency Notice: 07/14/04 The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk ofthe Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 07/14/04 Distribution: v:&:sonal Representative VQx:lnsel for Personal Representative ~state File Glenda Farner Strasbaugh Clerk of the Orphans' Court 9,'.2'104/ 'l;h"fh? A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. ~Vi 1 F ,/;" f-. ! hi,' g George..E. il'aoffer; P. . Ii ! J' . i <... N ! ~ ~: .........<:::>, ...: 'S>: -C -.L: : 'l.I V> .., \ ,'- ts! ((j i f ! n n * i~i .. 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"0 DJ::;:l ~tl.JfD ~ 0.. ~(Il og.g: 5' =;;-. g;.a $@ ;~8l>>"O s: _~ ~ 15'5' :e~ t"l<.<::o.... ~ ..... ~ Cdll s:a:> .g,~ ~ ~a g :::;:. ~tll ll.l --5'C:o "'f1 e. ~ ~;r. ~g inQ ll.l3 - g f: l ~ ~ N &. ~ 0' lil, E ~ '" ~ Cumberland County - Register of Wills One Courthouse Square Carlisle,PA 17013 Phone: (717) 240-6345 Date: 05/0312005 SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG PA 17055 RE: Estate of DIEHL GEORGE D File Number: 21-02-0608 Dear Sir/Madarn: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 06/1512005 Your prompt attention to this matter will be appreciated. Thank you. Sincerely, ~~.~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Judge uJ