HomeMy WebLinkAbout05-20-09C7r~`v~
A
1 ~ 15056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau otlndrvidual Taxes INHERITANCE TAX RETURN
PO BOX zeosot 21 Oq 0271
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of BiAh
189-18-7239 01/05/2009 09/04/1924
Decedents Last Name Suffix Decedents First Name MI
_ _
WILSON C
WILLIAM
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse s Social Securtyy Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
__ _ REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW -
t~) 1. Original Retum C~ 2. Supplemental Retum t:_:::7 3. Remainder Return (date of death
prior to 12-13-82)
~-„: s 4. Limited Estate ~,;;";. 4a. Future Interest Compromise (date of ?;:CwP 5. Federel Estate Tax Return Required
death after l2-12-52)
t::::m t 6. Decedent Died Testate t:w:=. 7. Decedent Malntainetl a Living Trust _. _._ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
<"":;:;. 9. Litigation Proceetls Received s::~ 10. Spousal Poverty Credit (date of death C::]s 11. Election to taz under Sec. 9113(A)
between 12-31-91 and i-1-96) (Attach Sch. O)
CORRESPONDENT - TXIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
LISA MARIE COYNE, ESQ. (717) 737-0464
Fenn Name (If Applicable) REGISTER OF WILLS USE O~
COYNE & COYNE, P.C. C °o
First line of address r. , ~ a ri 'j
3901 MARKET STREET ? n ~ ~ ~< '
_..
`. N
f ,
Second line of address . -;;Y? O
~r-~
>O-7l 1s ;
DA7~ILED y
Ciry or Post Office State ZIP COde
n -
CAMP HILL PA 17011-4227 - ' ~' "
Correspondent's a-mail address: LISAQCOYNEANDCOYNE.COM
Under penalties of perjury, I declare that I have examined this relum, InGUtlirg acoompanying schetlules and statements, and tome best of my knowledge and belief,
It Is troe, coned and complete. Declaration of preperer other men the personal representative is based on all IMormetlon of which preperer has any knowledge.
SIGN TURE OF PERSO RE ONSIBLE FOR FILING RETURN DATE
Z( ~ SL ~~,., 05/19/09
ADDR SS
Kenneth E. Wilson, 429 Hogestown Road, Mechanicsburg, PA 17050
SIG RE OF P RER OTHE$~HAN REPRESENTATIVE DATE
~+„~- _ --____.._._- _-.__-_- 0$/19/09
AD
Li aria Coyne, 3901 Market Street, Camp Hill, PA 17011-4227
PLEASE USE ORIGINAL PORM ONLY
Side 1
L 15056051058 15056051058
Y N,
15056052059
REV-1500 FJC Decedent's Social Security Number
Decedent's Name: WILLIAM C WILSON 189-18-7239
~ ............._ ..____m.._._ ..________.. __......____.._._______....._~.__.._..______......_.._._........ _ _..__..__----______.....
RECAPITULATION _,... _.... _._
1. Real estate (Schedule A) ............................................. L '..
2. Stocks and Bonds (Schedule B) ....................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ......................... .... 4. '.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... .... 5. '. 6,172.59 '.
6. Jointly Owned Property (Schedule F) ~:.:~ Separate Billing Requested ... .... 6. 30,000.00
7. Inter-Vivos Transfers&Miscellaneous NOn-Probate Propery ~~ ~~~~~ ~ ~~ ~~ ~~~
(Schedule G) Separate Billing Requested.... .... Z
8. Total Gross Assess (total Lines 1-7) ................................ .... 8. 36,172.59 '..
9. Funeral Expenses & Administrative Costs (Schedule H) ................. .... 9. ', 47,121.15 '..
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............ .... 10. ', 278,870.07 '.
11. Total DeduMlons (total Lines 9 & 10) ............................... .... 11. 325,991.22
12. Net Value of Estate (Line 8 minus Line 11) .......................... .... 12. 0.00
13. Charitable and Governmental Bequests/Sec 8113 Tmsts for which ~~~ ~ ~ ~~~~
an election to tax has not been made (Schedule J) .................... .... 13.
14. Net Value SubJect to lax (Line 12 minus Line 13) .................... .... 14. ' 0.00 '..
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 '.
16. Amount of Line 14 taxable -..... ...._.. _... .. .,.,. ........
at lineal rate X .0 _ '.. 16.
17. Amount of Line l4 taxable '~"' ~_ ....... ......_ ._.... .........
at sibling rate X .12 17.
...
.
. .
....
16. Amount of Line 14 taxable ......... .__. .
.
at collateral rate X .15 '. 16.
......,.
......... ........
..
19. TAX DUE .. ........
......... ......... ........ ...... .... 19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 4."„`„;~
15056052059 Side 2
L 15056052059
REV-1500 EX Page 3
• Decedent's Complete Address:
Flle Nymbar
..._21 ._4 i-.. ~q ~ i 0271 ........,
DECEDENTS NAME DECEDENTS SOCIAL SECURrrY NUMBER
WILLIAM C WILSON 189-18-7239
STREETADDRESS
429 Hogestown Road
CITY
Mechanicsburg STATE
PA ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 0.00
2. Credits/Payments
A. Spousal Poveny Credit
B. Pdor Payments
C. Discount
Total Credits (A+ g + C) (2) 0.00
3. InterestlPenalty if applicable
D. Interest __
E. Penalty
ToWI InterestlPenalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a rePond. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
%~ ,,, ,.,i ,; ,.:. 'ii.,.,.,.iii'+',..ilikl'3l~illi'IIa_:,~h,,,;~IL ii3~E=i ,.r,,,,.,,.l~.i.. so- if`~i,i,i(i(if,"!:'.dL,E,!I ~R4~(t~EEiEi,~S°I°3I3I3Igk>Il{I~;12(ri7~?tII+~I ~IIG.I,.d.l3hl i~r._ii~„~,~~i~Ei~EEEI~G2,~i ~~:i~I; t;
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :................................................................................... ....... ^
b. retain the right to designate who shall use the property trensferted or its income :..................................... ....... ^
c. retain a reversionary interest; or ................................................................................................................... ....... ^
d. receive the promise for life of either payments, benefds or care? ............................................................... ....... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate censideretion? ....................................................................................................... ....... ^
3. Did decedent own an "in Uust for' or payable upon death bank account or security at his or her death? ....... ....... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation7 ................................................................................................................. ....... ^ ^K
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July i, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers tram a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one•half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The lax rate imposed on the net value of transfers to ortor the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling isdefined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adop8on.
SCHEDULE E
CASH, BpANK DEPOpSITS,p8LyMISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPEI~TI
INHERITANCE TA%RETORN
RESIOENL DECEDENT
ESTATE OF WILSON, WILLIAM C FILE NUMBER
21-09-0271
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Citizens Bank-- Checking Account 3,677.90
2 Patient Account at County Home 2,494.69
TOTAL (Also enter on Line 5, Recapltulatlan) ~ 6,172.59
,9. ZVVY ~: ICrm
Cit~zen~s Ban~r~
1=
:..~;._
:.::.=
..~,_ ,
,.~,..
CLAREMONT NURSING & REHAB CTR
1000 CLAREMONT ROAD
CARLISLE, PA 17013
Kenneth Wilson
429 Hogestown Rd
Mechanicsburg, PA 17055
S A V I N G S S T A T E M E N T
--------------------------------
Statement Numb
Date
Date
William C. Wilson
Admission Date
Resident ID Nr
=_r 596 Page
From 10/01/08
Thru 12/31/08
04/02/04
4276
1
-------- ------- ---
Ty -------
Tran ---------------------- ----------- ------------ ----------
Date
-------- Refer
------- Fn
--- Code
------- Description
---------------------- Deposits
-------- .Disbursed Balance
Balance Forward --- ------------ ----------
2,409.26
10/09/08 658256 G DP OCT VA PENS 657.00 3,066.26
10/09/08 929247 G DP OCT SS 190.00 3,256.26
10/31/08 39535 G DISB OCT NET INC DUE 801.00 2,455.26
11/03/08 334677 G DP NOV SS 190.00 2,645.26
11/03/08 334102 G DP NOV VA PENS 657.00 3,302.26
11/13/08 39560 G DISB BUCK&BUCK/SHOES 56.00 3,246.26
11/30/08 39619 G DISB NOV NET INC DUE 801.00 2,445.26
12/11/08 044291 G DP DEC VA PENS 657.00 3,102.26
12/11/08 705295 G DP DEC SS 190.00 3,292.26
12/31/08 G INTER INTEREST INC TO RES 3.43 3,295.69
12/31/08 39686 G DISB DEC NET INC DUE
---------- -
--------- 801.00
----- 2,494.69
Totals 2,409.26
2,544.43 -----
2,459.00 ----------
2,494.69
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLYAWNED PROPERTY
ESTATE OF WILSON, WILLIAM C FILE NUMBER
i 21-09-0271
If an asset was made joint within one year of the decedent's date of death, it must ba reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A Keaneth E. Wilson
ADDRESS
429 HOGESTOWN RD.
MECHANICSBURG, PA 17050
RELATIONSHIP TO DECEDENT
JOINTLY OWNED PROPERTY:
Brother
'
ITEM
NUMBER
LETTER
FOR JOINT
TENANT
DATE
MADE
JOINT DESCRIPTION OF PROPERTY
InGude name of financial institution and bank account number
or similar identifying number. Attach deed for jointly-held real
estate
DATE OF DEATH ~
VALUE OF ASSET % OF
DECD'S
INTERES DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1 A 02/24/1994 1/2 Interest in 429 Hogestown Rd., 60,000.00 30,000.00
Silver Spring Twp., Cumberland County,
Pennsylvania Per Attached Appraisal
I
i
I
i
I
TOTAL (Also enter on Ilne 6, Recapltulatlon) 30,000.00
WOOF APPRAISAL GROUP
APPRAISAL OF
A SINGLE FAMILY RESIDENTIAL HOME
LOCATED AT:
429 HOGESTOWN ROAD
MECHANICSBURG, PA 17050
CLIENT:
COVNE 8 COVNE P.C.
3907 MARKET STREET
CAMP HILL, PA 17011
AS OF:
APRIL 28, 2009
BY:
REYNOLD R. WOOF, JR. IFAS
PA CERTIFIED GENERAL REAL ESTATE APPRAISER
17063
WOOF APPRAISAL GROUP
SummaryResidenualAppraisalReport FtleNO,PVT9095
The puryow of Nis appraisal repartism Pmitle the clieltwitls a credible apMm allhe tlefinetl vela: dme subject prgleely, given dw Mended uw WNe apprelwl.
Client NamWlmentletl User C0VNE 8C0VNE P.C. E-maA LISA COVNEANDCOVNE.COM
Ck:M Atltlress 3901 MARKET STREET C' CAMP HILL Stale PA 17011
AddNanallpmtletl USps OWNER'S ATTORNEY COUNTY AND STATE OFFICIALS.
btentled Use MARKET VALUE ESTIMATE FOR VALUING A CO OWNED PROPERTY.
ff Atltlress 429 H0GESTOWN R0AD C MECHANICSBURG Smote PA 2i 17050
Ovmer of Public R¢wrd WILLIAM C. WILSON 8 KENNETH E. WILSON Cou CUMBERLAND
Le I Oescd ' n BOOK 104 PAGE 534
Aswssofs ParcpY 38-20-1831-040 Tax Vear 2009 R.E. Texesf 1199.85
N horhood Name HOGESTOWN ROAD SILVER SPRINGS Ma Reference N/A Cereus Tap 3240-118.02
Pr Ri 6 reisetl Fee SI a Leasehdtl W1er tlescribe
M research did 9tl llot rereale psalesabamcers al New'ep for Ne tlxce ors 'rlo tlce epective tlMe NVisa rMSel.
Pdor SalPlTrareta~, Gate N/A Prba N/A Sauces COUNTY
Analysis ofp~or sale or ~~ns~erhistoryof the wyeppropepy land compareMe sales, itepplicable)
Oflpings. aprons and corbaps as of Ne erteNVe tlece olHle appraisal N/A
Location Wban Suburban Rural Pro Values Inpea SIaMe OepIN PRICE AGE One-Unh 60 %
Buik~U OverlS% 25-]5% Untler25% OemanWSU Shpk In Baknce Over SU fd00 D4 Unh 5%
GrowN Ra Itl Stable Sbw Marked Time Untler3mdls 3~6 oohs Ovw6mHls 90 Law 25 Muk~Famil %
Neighborhootl Boundaries THE NEIGHBORHOOD BOUNDARIES CONSIST OF HOMES IN THE AREA 225 95 Commercial 5%
COMMONLY KNOWN AS HOGESTOWN ROAD AREA OF SILVER SPRINGS. 140 Pretl. 65 Wwr FARM 30%
NeighboNOOtl Desclpdon THE SUBJECT PROPERTY IS LOCATED IN AN ESTABLISHED RESIDENTIAL NEIGHB0RH0O0 COMPRISED
PREDOMINANTLY OF SINGLE FAMILY HOUSES. COMMERCIAL USES LOCATED IN THE SUBJECTS'NEIGHBORHOOD DO NOT HAVE AN
ADVERSE EFFECT ON MARKETABILITY. EASY ACCESS TO EMPLOYMENT CENTERS SCHOOLS SHOPPING AND TRANSPORTATION.
Maher CaWkons (indutling support br Ne above cmpasiorel AREA REAL ESTATE MARKET IS CONSIDERED TO BE MODERATELY ACTIVE. LOAN
DISCOUNTS INTEREST BUYDOWNS AND OTHER CONCESSIONS ARE NOT TYPICAL IN THIS MARKET CONVENTIONAL FINANCING IS READILY
AVAILABLE.
0im¢+wbns 140 X 325 Area 1.04 ACRES She a RECTANGULAR View BUSY STREET
5 IcZ Clessiflcelion R-1 ZoNn Des ' 'on RESIDENTIAL
Zo Cora Ikrce L al al Norconter GrantllMhwetl Use No Z Ilk I daspibe
Is Ne Nghesl antl bestuse o(ihe subjep preppy as improredla as prpowtlpu plans orb specificadms)Nepresem use? Yes No II NO, despbe.
Utilities Public O[M1tt tlescribe public Olt,er tleurlbe Or0.s1[elm V¢men[s-T Public Nlvete
Elecbic Water StreH MACADAM
Gas 68NIp Sewer Alle
Spa Cammews HOGESTOWN ROAD IS ALSO KNOWN AS STATE ROUTE 114 AND IS A HEAVILY TRgVELED Tx1O LANE ROAD. NO APPARENT
ADVERSE EASEMENTS OR ENCROACHMENTS NOTED.
'° I'I'9i r= , EI I'Ji' Iitli{" ' I ' i, {' +' ' '4,.
UMS One geMAa. ut ComNa Slab CrerAS FouMpbn Walls CONC. BLK/AVE Fbors HARDWOOD/AYE
tol5todes 1 1111 Bawmeu Partlal Bewmem Exceda Walls STUCCO/BEL AVE Walh SEE COMMENTS
T Det An. S-0¢LIEntl UNI
Eldsd Pr osetl UMpCanM.
DesinS a EXPANDABLE RANCH Basement Nee 552s.fl.
Bewmen[Firksh 0%
OusitleE IEkI Sum Pam Root SUdaca FIBERGLSH./AVE
GuaersaD uB ALUMINUMIAVE
WntlowT a VINYL D.X./GOOD TrIMFbish PINE/AVERAGE
BaN Fbor ASP.TILEIFAIR
BaN Wainscm PLASTIC TILE/AVE
Year BUln 7937 DAMPNESS IN BASEMENT Scerm SasNlnsucetetl INSULATED Car Sbra None
EflecHVe Ym 30 Scream H ALF SC EENS Otlvewa lot Cars 1
Attic
Dr Sleir
floor
Fkushetl
antes Reld None
Stairs
ScuNe
Nested
pMOr Ra van Headn fWA HW Ratllam
Other Fuel OIL
Coofi CpmN Ah Cakkoml
IndMtluN Other
0ishwasher Di el Mipax AmeNlies
Fire lace s t
PatlNOeck
Pod
ave Washerl0 r WootlSkvesa
Ferfle
Porch
Oncer TERRACE
ON tlespibe pWewa Suhace MACADAM
Gara 4of Cars
Cat aPf Cars
Atl. Det. Bulh-in
Finishetl area above rademuains: 5 Rooms 2 Betlreoms 1 BaN s 816 S are Feet of Gross thi Nee Move Grade
Atldkonal FeaWres REPLACEMENT THERMOPANE WINDOWS AND UPDATED FURNACE.
Comments on Nelmprovemems SEE ATTACHED ADDENDUM
~m~-~-v ,~wra••moamuan w.m.aisocrmsm.. H.. uwy~.am..e
Pa~eltl3 IgPAR"l fanvY NryvrggnBNqp ~~epuabtt®
. . . c......e.., GP1a9.X~W i
WOOP APPRAISAL GROUP
Summary Residential Appraisal Report FIkNa. Pvr9o95
FEATURE SUBJECT COMPARABLE SALE N0.1 COMPARABLE SALE N0.2 COMPARABLE SALE N0.3
429 HOGESTOWN R
Atltlress MECHANICS
Protlm' Io SU 'ed
Sale Price
SdeRkdGrmsliv. Wee
Ddn Sources
Vetlficeem SOUCes
VALUE ADJUSTMENTS OAD
BURG
S ~
f 0.00 . fl.
DESCRIPTION 9 VILLAGE ROAD
MECHANICSBURG
0.93 MILESN
', f 150000
f 138.89's fl. ~ :Iii i' a~:`I '4 i~
MULTI{IST SERVICE
COUNTY DATABANK
DESCRIPTION ..s sunae 25 MAPLE DRIVE
MECHANICSBURG
1.27 MILES NE
:. ' I' ~ S 129800
f ' 156.13 . A.
MULTI{IST SERVICE
COUNTY DATABANK
DESCRIPTION .~i 12 POPLAR DRNE
MECHANICSBURG
f.19 MILES NNE
S 134000
S 120.40 s . R ` i I I
MULTI{IST SERVICE
COUNTY DATABANK
DESCRIPFION .~s
Sale orFkaMing
Concesskns
Dated5elelTlme
LoceBm hEE~pili~i
h~ wli l
SUBURBAN CONVENTIONAL
4 DOM
022812009
SUBURBAN FHA W/HELP
16 DOM
121162008
SUBURBAN 1,582 FHA
36 DOM
07A112008
SUBURBAN
LeasehdNFee Si le FEE SIMPLE FEE SIMPLE FEE SIMPLE FEE SIMPLE
Site 1.04 ACRES 0.53ACRE5 +4000 0.17 ACRES +6000 0.23 ACRES +5500
View BUSY STREET TYPICAL -15000 PARK -13000 TYPICAL -13400
De n e RANCH RANCH RANCH RANCH
a dcdwlMCeea AVERAGE AVERAGE AVERAGE AVERAGE
AcWaIA 72 57 55 55
Cmdtlon AVE RAGE AVE RAGE AVE RAGE AVE RAGE
AIpVe GraE¢ tdel Blnm arts ralY 65im eNn rC9 BSrrs. bd: ruel Nmm aMs
Roam Court 5 2 1 5 3 1 5 2 / 5 2 1
Gross' Ard 816 .fl. 10BOS.fl. -10800 832 .R E00 1113 .fl. -11900
BasemenAFinshetl
Raoms Belnx rxatle PART BASEMENT
UNFINISHED FULL BASEMENT
UNFINISHED -2,000 FULL BASEMENT
DEN -2,0110
-150D PART BASEMENT
UNFINISHED
Fmctimal UO' AVERAGE AVERAGE AVERAGE AVERAGE
He ' odi FHAMONE FHA/CA -30011 BBHWAVONE FHA/CA -3000
Erwr Elfiden Items THERMOPANES THERMOPANES THERMOPANES THERMOPANES
Gare Car OFF STREET 2 ATT. GARAGE -120W CARPORT 3500 OFF STREET
PaUJPa9dDeG TERRACE ENC'D PORCH -25011 REAR PORCH -1500 PATIO
FIREPLACE NO FIREPLACE NO FIREPLACE NO FIREPLACE 1 FIREPLACE 3000
EXTRA'S NONE NONE DECKS -2000 NONE
COST TO CURE $13540 NONE -13540 NONE -13540 NONE -13540
Nd Atl udmeM dal
A§usletl Sak Price
dCOm defiles
ilr;t; ,
I' IYF ~
~~ (
99~
h
'
Nn Atlj. 36A%
Gross 41.8% S 54840
t 95360
Net A§. -27.9%
Gass 37.1% 5 36202
f 93898
NetA§. -28.4%
Gloss 37.6% f 39340
84880
Summa dSeles Cam e4sm roach AFTER THE NEEDED REPAIRS ARE COMPLETED THE APPRAISED PROPERTY WAS CONSIDERED TO BE IN A
SIMILAR CONDITION TO THE THREE COMPARABLE SALE. NONE OF THE COMPARABLE SALE VvERE LOCATED ON A BUSY STATE ROUTE
AND ADJUSTMENTS WERE REOUIREO. THE VIEW ADJUSTMENT WAS BASED ON HISTORIC MARKET DATA OF HOGESTOWN ROAD
PROPERTIES COMPARED TO TYPICAL SUBURBAN STREET LOCATION HOMES. ALL THREE SALES WERE LOCATED IN SILVER SPRINGS
TOWNSHIP. MARKET DATA OF CLOSED SALES WAS SUFFICIENT TO ARRIVE AT AN OPINION OF VALUE. ALL SALES WERE CLOSED AND
CONSIDERED EQUALLY VvHEN ARRNING AT MARKET VALUE.
I , `: Null i . ' i F ll ' i i :ll
Ske Value COmmeMS THE COST APPROACH WAS CONSIDERED NOT APPLICABLE DUE TO~THE AGE OF THE PROPERTY.
ESTIMATED REPRODUCTION OR REPLACEMENT COST NEW OPINION OF SITE VALUE ........................................=t
5mrce dmdtlele 818S.R.®f .............5 0
ald rao !rom cost servke EflecUVe tlete of fAMtlda BSMT: 552 SOFT. S . R. ao f ........ = S 0
Commerpsm COdA oaN oss 4un dea cekulatlans, tle 'aeon ek.
Gan elCermO S.FL 4of ........,,,..f 0
Torel Estimate dCOSbNew ...........= 5 0
Less P Ical Fmdimal Egemd
De eciaAOn - S 0
D diatetl DOd INI oveme4s ..............._,. ........,. -S 0
"A545'Velue of Site lm ovemems ... .. ............ ......... = f
INDICATED VALUE BY COST APPROACH. _ ................... -f 0
.., 'i e li 4l: i i i:~: li S:':pn lE °i n ..:1 .~ii~i. :: ~ .:: : I : I ~~ ::.h~,Iny '. ;6, l ,I,
Estimeletl Mm Markd Rm[5 WA KGross RdN MUB 'er WA •S WA Intlkdetl Vdue Income mch
Summaryof Income Approach liMkang supporthr maAd renantl GRM) THE INCOME APPROACH WAS CONSIDERED NOT APPLICABLE DUE TO LIMITED
RENTAL UNIT SALES.
MerltGtlsanatechnl u em la ep: X 5alesewn ar mA roecn CostA roecn IncomeA oath puler'
Oiscussimdmetlatls antl lecMques empkyed indudng reasm for ndutlingmapproachmvelue: SEE RECONCILIATION COMMEMS.
THE PROPERTY IS CPOWNED. IF A FORCED SALE WAS REQUIRED TO SETTLE PNY OUTSTANDING DEBT OF A CO-0WNER PNO FACTORS NEED TO BE CONSIDERED
THE MARKETING COST AND A FORCED SALE ADJUSTMEM. THE MARKETING OR SELLING COSTTYPICALLY PUN 1IX FOR THIS PRICE RANGE HOME. A FORCED SALE
FACTOR BASED ON INVESTOR PURCHASED HOME SALES IS INDICATED AT 25%. THEREFORE A 940011 HOME WOULD HAVE A FORCED SALE CASH VALUE OF f60000
394100%0.64 ROIlNOED. THE 380000 NET CASH VALUE DIMDED BETWEEN BOTH CO-0WNERS WOULD EQUATE TO CASH VALUE OF 30001170 EACH OWNER.
Rdomilia9pn commems~. ALL THREE APPROACHES TO VALUE WERE CONSIDERED. HOVvEVER MARKET AREA LACKS AN ADEQUATE NUMBER OF
RENTAL SALES TO USE THE INCOME APPROACH. MOST WEIGHT WAS PLACED ON THE MARKET DATA APPROACH DUE TO THE COST
APPROACH BEING CONSIDERED NOT APPLICABLE DUE TO THE AGE OF THE PROPERTY.
Bas¢tl on IhQ SCOp2o( Work, essumpHOnS, mi[ing contlitions an0 dppraisef s certification, my (purl opinipn oFlhe A2fIneU vaU20(Ihe gal property[ha[ is
Ne subjec[of [his reportasof 04292009 ,wMCh is the effective Fate ofthis appraisal, is:
^% 5lrgle point E 94000 Range S so S ^ Greater than ^ Less Nan E
This apmaaal is made X 'as is; caged to mmpktlon per plansaM SpeciTlratlmsmtla basis ola hyyoMCixdco:NiUOn Battles impovamesas have bem compldeU,
^wbjedta Mefdlowing repairs daflera5oiw mNe bests ofa bypoNdkd cosditlm Mal Nerepais or afldatlmshave been compldetl ^ wbjed lothe foYOV4:g:
APPRAISED "AS-IS".
yy~. ,.~~+rv.~,a~......~....~:.....:.mmn .~r.mwr4n.mosmoswum~aisocsr.ssrm.n
6~~J a,yazax brut°)CawaPw~aMm~~i~m 1v~"'md
dti}}AM
:.... ...........~....<,u...: WOWApprelsal Oroup
JADDENWM
Cllent: COVNEB COVNE P.G F'I N PR9095
Property Atlaress: 429 HOGESTOWN ROAD Ca9BN '
City: MECHANICSBURG State: PA Zlp: 1I0E0
STATEMENT OF ADDITIONAL LIMITING CONDITIONS qND ASSUMPTIONS
THIS APPRAISAL REPORT HAB BEEN PERFORMED FOR THE CLIENT INDICATED IN THE PRECEDING, WITH WHOM PROFESSIONAL STANDARDS
REQUIRES ME TO MAINTAIN ASTRICT REQUIREMENT OF CONFIDENTIALITY.
I, BY REASON OF TNIS REPORT, AM NOT REQUIRED TO GIVE TESTIMONY IN COURT WITH REFERENCE TO THIS APPf W BPL. IF PNYONE WISHES
MY APPEARANCE, IT CAN BE ARRANGED ONLY BV PRIOR ARRANGEMENT BEING MADE WITH ME. SUCH APPEARANCES SHALL BE MADE AB AN
E%PERT WITNESS AND THE FEE FOR SUCH APPEARANCES SHALL BE AT THE RATE OF S12$/HWR PORTAL TO PORTAL, PLUS ANY RE45ONABLE
COST INCURRED BY ME.
PURPOSE:
THE PURPOSE OF THIS APPRAISAL IS TO ESTIMATE THE MARKET VALUE OF THE FEE SIMPLE INTEREST IN THE TITLE OF THE PROPERTY.
SIGNATURE:
THE ELECTRONIC SIGNATURE USED IN TNIB REPORT ARE PROTECTED BY THE APPRAISER ANO ONLY THE APPRAISER H4B COMPLETE
CONTROL OF THE SIGNATURE.
ADDITIONAL CERTIFICATION:
THE INTENDED USER OF THIS APPRAISAL REPORT IB THE LENDER/CLIENT. THE INTENDED USER IS TO EVALUATE THE PROPERTI' THAT IS THE
SUBJECT OF THIS APPRAISAL FOR qN ESTATE. SUBJECT TO THE STATED SCOPE OF WORK, PURPOSE OF THE APPRAISAL. REPORTING
REQUIREMENTS OF THIS APPRAISAL REPORT FORM, AND DEFINITION OF MARID:T VALUE. NO ADDITIONAL INTENDED USERS ARE IDENTIFIED BY
THE P-PRAIBER.
duality antl Contlition o(Property
THE APPRAISED PROPERTY REQUIRES EMENBIVE REPAIRS TO PLACE THIS PROPERTY IN AVERAGE CONDITION.
THE CEILING PANELS HAVE SEPARATED AND HAVE FALLEN IN qLL ROOMS DUE TO PRK)R ROOF LEAKS. ALL THE CEILING PANELS NEED
REMOVED AND REPLACED WITH A NEW DRYWALL CEILING. AFTER INSTALLING THE NEW CEILING THE ATTIC WILL REQUIRE NEW INSULATION.
THE ELECTRICAL SERVICE NEEDS UPDATED TO CODE INCLUDING A NEW SERVICE PANEL AND GROUND FAULT CIRCUITS IN THE KITCHEN qND
BATH ROOM.
THE E%TERIOR STUCCO THIN COAT OVER THE CONCRETE BLOCK EXTERIOR WALLS NEEDS THE REMAINING LOOSE STUCCO SCRAPED,
PATCHED, ANO PAINTED.
THE FRONT GUTTER NEEDS REPAIRED AND THE DOWNSPOUTS NEED REDIRECTED AWAY FROM THE FOUNDATION IN AN ATTEMPT TO STOP
WATER SEEPAGE INTO THE BASEMENT.
PLASTIC WALL TILES NEED REMOVED FROM THE KITCHEN AND BATH ROOM WALLS AND NEW WAINSCOTING NEEDS INSTALLED.
THE BATH ROOM FLOOR NEEDS A NEW VINYL FLOOR.
BASED ON THE "HOME REPNR ANO REMODEL COST GUIDE" PUBLISHED BY MARSHALL B SWIFT, THE ESTIMATED COST TO CURE THERE ISSUES
NEEDED TO PLACE THIS PROPERTY IN AVERAGE CONDITION IB INDICATED AT 319,560.
AFTER THESE REPAIRS. THE APPRAISED PROPERTY WILL BE IN AVERAGE CONDITION WITH AN OUTDATED KITCHEN.
NO FUNCTIONAL INADEQUACIES NOTED. EMERNAL OBSOLESCENCE DUE TO THE BUSY STREET LOCATION.
AMegm Pgel dt
File NO. pVT9W5
Scope of Work, Assumptions antl Limiting Conditions
Scope ofwork Is tledrletl in the Uniform stantlartls of Professional Appraisal Practice as"[he[ypearM exlentof resea¢h antl analyses in an
assignmellL" In shoK scopeof work Is simply whallheappreisa Oitl anddid nottlotluring Ne coursaof dlQassignmen[. It includes, but Is not
limitetl ta: theextenttowhichtha property is Identifietl and inspected the type antl extentoftlaW researched, the typeantl extent ofanelyses applied
to arrive at opinlons a <onduslons.
The scope oRhis appraisal antl ensuingdiscussion in Ihisreport are specidc[othe neetls ofThedlent other itlenlifetl in[endetl usere antl [olhe
in[entletl useoflha report. This reponwas preparetlta[he soleand exduslve use W [hedient antl other Iden[ifetl iMeMetl usasforthe itlentifetl
intended use and its use by any other parties is prohibitetl. The appraiser is no[fesponsible for unau[hpizetl use oRhe report.
Theappraiser's certification appearing Inthisappraisalreport is subjecmothefollowing contlitionsand to such otherspecigc conditions as are
se[farth by[he appraiser In die report. All eMreortlinaryassumptions antl hypothetical contlitionsare sated In [he reportantl might have aflet@tl the
assignmentresul[s.
1, The appraiser aswmes no respansNilgy for metiersdelegel revere akecang Ne prapelry appelsetl ordk NereW, na tloes Ne appalsarentld anyopidon as to tlse tltle, whkh is
assumetl W be gce0 antl maddade. The popery Is apprelsetl asdrough untlarespwskle owrarsNp.
2. Airy sketch in[ds repot may shoxapproumek dmmsbnsaM is irclutletl onlylo asdsttlw reader inviwequng die popery. The eppelSerlws matle no wrvey dlhe ptpMy.
3. Th¢appal5a l5ndlQgYllQtltO glVQtedm011ya Bppeaf ql LOUd be[aU5¢of haVlllg madQ 1M 0pp815a with raklenCeN111Q popQlly In gllestl(In, uM¢55 anangemeMS haV¢b¢Bn
pedousy matle Nerdo.
1. Nekher all, na airy part dNe Comets dtltls report, cepy a other m¢tlia NaeofgMlutling carclusiorts onto Ne popery vake, Ne Weedy dNe appraiser, poksslorel tlesigmAOns,
a dg film 1X111 Mfd11aQ Bppra5¢r k CuM¢U¢tll, ShN be use Ia airy pugosQS by Bnyal¢ Wlgle fiIBM antl Ollla klelxlQtl uses es tl¢IOfletl in qXS reMML na ShaN k be caIVByBtl by
anyone k the WdW Nraugh advetlskg, pubk release, news, sales, or filler media, wkhouttlw wuen conned dNe appaiser.
5. The appaiserwill nd dsclow Ne cakenk d tlgs appdsd repod uNess reWiretl by epplkable law aas specifietl in NQ Uniform SreMertls of Prdesslond Appraisal Prentice.
6. Infamagan, estlmales, ant opinlons fungshetl k the appraiser, antl cagaketl k Ne rrtlat wee obdnetl hom sources cwsitleretl rdleble ant belkvetl k be sue antl caned.
However, m responskifiry fa aauaryafsWl kerns hgNShetl k[be appake k aswmetl dl Ne appelse,
]. Tbe appaiser assumes NatNee are no dtltlensurepparekcmtlkWln of Ne popery, wbsd, or sbucnues, wfich woultl r¢ntlak maeakss veluabk. Theappraise assumes
ro respmsidllry farsuh caldtlons,slaelgineeing orteshg,xtidl might be requlretlto tliwav¢r such (aMrs. Tds apprelsal is lwtan enwonmeMd aswssmeM OfNe popedyantl
dlwltl nd be conddered as wch.
8. TM apprelsm spedafizes n Ne vakaam afreal popelry antl is nd a beme hspeclor, huikilg ¢oMrada, struesrel egineer, or similar e1gl0d. aliens atllewiw ndetl. The appraiser
tlitl rotmmum Ne ktlensNe type of field ObwrvatlaM Oltlw WM kkndetl la seekaM discover papery ddecfs. The viewingdNe propedyand am/ImpovemeMSis twpugoses of
tlevelopirg an opilkon dthe dekred value a1Ne papery, glen Ne imeltl¢tl use of Nis assiglmerk. 6tdemems regartlklg oondNm ere besetl an wdace observetlons only. The
appaisedaims ro special expenlse regaMNg kwes irclutlkg, bdndlmketlm: fwntldlon sedemeM, basement moiswre padems, wootl tlesboykg (a oNd) insecd, pest inf¢daaon,
retlon gas, IeaO besetl palm, mdd a wvironmemal levees. UNess oNeMse iMicered mechaMCel systems were ndacavaktl ortemed.
Tds appraisd report shoal mt be usetl k dsdose the mMNOn of Nepropedyas hreldes NNe pesencNebserce of ddeds. The diem is lllMed antl ercourag¢tl to employ quagfietl
experts k inspect antl a tltlress areas d carcem. If negetlve cond'Nms are tliscoveed tbe apimon d value may be aRecdtl.
Unlesso[herwise noted [he appraiserassumes the components lhatconsU[ute[he subject property improvement(s) arefuntlamen[ally sound antl in
working order.
Am/vieMrg dfhe papelry by Ne appaise was limikd ro readgy obseveble areas. UNess dhewiw tided arks antl crawl space areas was nd acceswtl. The appdwr dal not move
kmisre, Door cdwings a dhe Aems Nat may resbkY tlw wewirg of Ne popery.
9. Aypdsels Nvddng hypdheacal cmtlitlolss rddetl W canpleaan of new crosaucgon, repairs a aheretlon erebesetl onde assullgtiw Natsuch compkben, alkrdion or repairs wJl
be csnpekmly pedametl.
111. UNess Ne klentletluse ofdas appaisel spedfirally lrclutles iswes ofpapelrynsurerce coverage, Nis appraisalsMUltl notbe used to wch Wlposes. Reprotlucaon or
RepacemeM codfgures use0 in the cost approadl ere far ueluaben pugoses only, given the Imentletl uw of tlw assignmem. The Definkbn dVelue uwtl in Nis esdgnmeM Is udikely
k be cmdstemwgN Ne deNdbn d Insurebk Valuekr paWrryksuarce coveageLse.
11. The AQ General Purpose Appraisal ReportfGPAR"") is not in[entled faruse in Vansattlons[ha[ requires Fannie Mae 1004IFretldie Mac y0 form,
also known as [he Uniform Resitlential Appraisal RQPOrt (URAR).
Atltlltional Comments Related To Swpe Of Work, Aswmplionsantl Limiting Contli[ions
file NO. pVT9096
Appraiser's Certification
The appraiserlsl certifies that ro[he bes[olthe appraiser's knowledgeantl belie(:
1. The ugemems of lap cavMnetl Nlhls raped aremaa erd mneq.
2. The r¢porttN awtyses, opWare, aM mMUSiorw are IimAetl oay by the reported assumpaorw and IimXbg condnans eM ere Ne appralse's personel.lmpadal, and uMlesetl
Pdessionel analyses, opnims, and wnduums.
3. UNess whewiw aped, me appreder hesmpreseMaprospectlve Mereu In the pop¢M1ylhn is Ne wLjegdtlYSrglalaM has rro persmel lnaeuxiU respeIXb Ne pwdes
invdved.
a. The apprelse hasm pas vMh respacl to tlw property Ngls Ne wbjegollNS regal orm the pertlesimdvetl wilhtNS assignmeq.
5. The appreise's engagemen[In His assignmeN was mlcwaMgel[upon tl¢v¢IapingmrepoNng pretletemdrietl resufs.
6. The eppuisw's comperwadon lammpkgng dis asslgnmen Is nq wrdngell upon th tlevelapmeN a repablg d a predeenlnetl value or daecdonln value NaUavastbe cause of
the clieN, Me amours aMevelue oplNm, tlw artalnmM d a sdWlatetlrewA, a the oqunerce d a wbsequenevent tlkecdy relaletl m the Herded use otdis appaisal.
]. Tbe appraiser's analyses, opindns, and cwxlaslaw were developed, and Ws reporthas been papered in codamAy wdhtbe UNlam SuntlaNS of Prolesuonu Appraisd Precdce.
e, UNess atlwnNSe noted the appraise leas madeepersawl irwpecdm allhe prapery tlretls tlw sWjegoltlis regal.
9. Unless need below,mone prodded ugnikanreal propey appraisal assMenelothe appraise signng Nis certlgcaam. SignifiraN real pmpery appraisal assb+ance provided hy:
Additional Certiyiw[ions:
oe0nltion of Value: ®MarketValue ^0[her Value:
Source of OeAnMOm REAL ESTATE APPRAISAL TERMINOLOGY
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, KNOWLEOGEABLV AND ASSUMING THE PRICE IS NOT
AFFECTED BV UNDUE STIMULUS.'
ADDRESS OF THE PROPERTY APPRAISED:
429 HOGESTOWN ROAD
MECMANICSBURG. PA 17050
EFFECTIVE GATE OF THE APPRAISIL 0429/2009
APPRAISED VALUE OF THE SUBJECT PROPERTY f 94000
APPRAISER /' SUPERVISORY APPRAISER
Signewre: ~~~/~ Aaumre:
Name: REVNOLO R. WOOF. JR. IFAS l'7 Name:
Stge Cerdacatlona GA-000002-L Suu Cerd6cedma
w Ucense a a Ucense t
w Other (tle5cdbe)~, fuu l: Sure:
Slate: PA Eapirgim Dale of CeNlkatlonw UCans¢'.
Erpiraim Dqe of CeNficadonar Liceme~, 06/302009 Dale of SignaWre:
Dace of Signawre and Report: 05/02/L009 Dale d Ropeny YNwirg:
Dau of ROperty Yrev4ng~, 04292009 0 teedprdpery Mewing:
Degreedpraperty dwMng~. ~ImMa and Ederbr ^Ededa ONy ^Utl nq personally view
®INedw and Edeior ^Eareda ONy ^Oq na pesawry New
Pelud vJgaavNn Cd9alilw~uM[m Tnlvm•.'~-aawl F]pyndlw OWaLMn Irt. YPldr[MaM.
~~ .-. Pegeld] NPaP^9 tared PnpwO(peFtl RmN 1]/MMIf
.1ulYMDl11 MB
SU BJECT PROPERTY PHOTO ADDENDUM
FRONT VIEW OF
SUBJECT PROPERTY
Appraised Date: nano. zs, zoos
Appraised Value: S sa,ooo
REAR VIEW OF
SUBJECT PROPE RTY
STREET SCENE
COMPARABLE PROPERTY PHOTOADDENDUM
COMPARABLE SALE 81
e VILLAGE ROAD
MECHANICSBURG
Sale Date: o2rzBrzoos
Sale Price: E 1so.ooo
COMPARABLE SALE#2
25 MAPLE DRIVE
MECHANICSBURG
$a~e Dale: 11/1firz008
Sale Price: E lzssoo
COMPARABLE SALE 83
12 POPLAR DRIVE
MECHANICSBURG
Sale Date: wrolrzooa
Sale Price: E 1oa,ooo
OUTDATED ORIGINAL KITCHEN. PLASTIC
WALL TILES MISSING.
CRACKED AND FALLING CEILING PANELS
FALLING AND CRACKED CEILING PANELS
DAYLIGHT IN ATTIC DUE TO FALLING
EXTERIOR RAIN GUTTER, NO SCREENING
OUTDATED FUSE PANEL
DAMPNESS IN BASEMENT
MISSING EXTERIOR STUCCO COAT ON
SOUTH SIDE OF HOME
STRUCTURAL CRACK AT KITCHEN
WINDOW
MISSING STUCCO ON NORTH SIDE OF
HOME
M1
FLOORPLAN
`/ I CIN' MECHANICSBURG $1216: PA Zlp: 17050 I
12.0'
~_.____~
°m TenacB °'
m
m
23.0' 18.0' 101ph¢n
Beth
b
eetlroom DlnlnB Rcom
~ Be$8f11¢nt N <
Betlroom LiWng Room
23.0' 30.0'
i
Sketch MApex IV NAntlots"'
AREA CALCULATIONS SUMMARY I~ LIVING ARFA BREAKDOtNN.
C9W Dual 8W TPbN 811BkEOWr1. SuMehM1
aLA1 lixzt Roo[ 813.00 836.00 lSSat Rnnx
e9MT 9lzzsnt SS2.00 532.00 ~ 13.0 z 30.0 ]20.00
P/P TLAPAO! 93.00 93.00 ~ B.0 z 12.0 93.00
I.
'li
l:
II
II
d I
{
TOTAL ENABLE (rounded) 816 ~ 2 Areas Total (rounded) 816
PLAT MAP
CIIeOC COVNE 8 COVNE P.C. Flle Na: PVr9095
Pf00eRy Addf@55:429 NOGESTONM ROAD Case No.:
CI : MECHANICSSURG Sial@: PA ZI :17050
APR-2?-79 NfiG t'42 PN 438791312B9B3 FAN N0. 71'r737B16! P, t
fMweryaT~
'SPA
ti ~.,, '~0.vd •,q
'~~ .O41.m.-,pML P.., '91`~~` Id's. y'
~C~ji~ ~ttb e~.#~~~~ ~ :-~ ,~
~f
NADB Ur 91EM ~ dqd ttauneY
a as Yeu .xnm laded .ed nlnrtpdta'
06fN'BR9
Imnan o. wvuN, e}9Ra'ILIlE ilars a b¢1 Mlme ImM PI tle cleat lac. .
.. '" ~
(~ C~ Nimll N I®til L E~DIIr Pn%iei y ,+n o N
1
~[efsS~ v. ?~ v
~onl
9 =fir
s
Y yN~
~ ~ .
dUP d.Wed pu9.imNAdeanC cart old pdY dll. I)M put, I.a .d l..rtlelaWmdP.
ms d an fil.ml
ftaw,as(d vwPaydlYa WadelNrd MMP., tali.Pd PPkpW try 1M.Wl pn fa dNo
amend pae le 16. wN pw Y d W Wa9paE.Eaed Mkn 0e.wWp.d d.s.tp d Itxm
peswdPdstadplleAaedhiw6l adeWlMgd ae.ae8 iweptad.
.dy dimad, ..Ras.d.d.u.d. aow/.d .sd ePSfim.d..MMlhe Menad dom PmE Lspa,
'..dl WM Sd.Pa. ntuq ParepMem4m anb lM Nd putt dOS w.md pal. eldr
~. !dn ud rdp. _
nll. am tmmla ~ Y~Tbd ad ela ~ N'1waGM+K~ due4', ro.glwda,
mpNM eEe1»>K~VS ISf/ealtlp.Gtld ~d)aadfes tew tlt Vlllya c[Ildl.tlucen
m as s~ ad Itdmdat~, vac m w lwwwm rl~*ma moo, mid
w1nE re1N ~ dme awed muaaPedld [~ tls swan dae 4' a adem
toniddp Pddl f1Ym emo am nee a foz.mW r# iNr & 11[1 am IMm i.
Ice, nw Mh, soan» msam v w.dm lvc a... wdeed vaardw fm)
fatmltm nar a<[mr;Yaay~tldill uvm eldll gam nda sameW
Y 14' ~ mdr iB dYlaa l5 ad1YW mR ap Iu1hoE axly fIM144C b
mPe mi a auara' d eau s. ladUSP tidm amv Aida rw a IIaaly
~ d Sdu s. udbsv. ilao edu9 Ism Im er ahaaPlY P[ 8]n a. VMmn leaa9
T d'mr 17dMn mN, tlw5 M1ae emdp<iw (m) Iae m de vadx
~. KdslMedadaSiLym.bdl ltalae Plpq Le addaea uP.l iud~aa>r
4hjMoai ]tt! f(ed11 ~ apeom v ylpEm.[4E ae hndtl atlq' f1O7 Sat m
ea Piaw Pd atazdmeP.
' Ihuiep k.1EYP, ag1Cd a dt aPl neJnlf tluY V7>aell lllWcwd wPe9 dmliw
hVm
m1U tl9 acs Radar Mddl tbpvd P. 9wes', m u. 4' dae] 8W /pil tat, 1591
sd avovtd m tle Prim ar tla wmcs a[ act m w3 dR nnea9s+191',aly
np M1iL /, isiis MaMn~Va R.P~iPNPm~~~R~~
side EPwtEEan to ea,{t fian Pal wmm ttaew tewP in OPe ba Sul I _
fe Eebnel P ®dia N Ne k[a ad da pgaly L be4Y 4e~ad A' Mll.
dra 1OA rdtt 584
i
LOCATION MAP
~N RZ+AD
PA 17050-3194
Commotiwealtb of l'ennaylvania - 07. 499373
Depsrtment of Stale
- - Oureau of Profenalnnal antl Oceupational Affairs --
PO Rar 2fW4 Harrllhura PA 17111~26a9
Cerfiflnte Type
CnrtlMW General Appralaer
REYNOLO RYYDOF, JR Certiflcat!
tOeUIMPa0N R6taY ROaO - Namher
NEW CUaaEAlaNO PA 17070
GAOODOOYL
CertlOlate 3latus
Ac[Ne
laltlal CertlawtN
07101ft981
'F.aplratbn Dal!
0&3012009
~ COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TA%RERIRN
/ RESIDENT pECEDENT
__ ___- -
ESTATE OF WILSON, WILLIAM C FILE NUMBER
21-09-0271
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. !FUNERAL EXPENSES:
1. Slate Hill Road Cemetary 775.00
2. Reception and Honorarium 200.00
3. Musselman Funeral Home 6,324.00
B.
' ADMINISTRATIVE COSTS:
1. ~ Personal Representative's Commissions
KENNETH E. WILSON
2.
3.
9q-EDIH,E H
~R yA~ER ~ A ~ L p E ~~ L E~ N ~~~S r ~& ~
fZI1~19iJ 1 rY111YG vW 1 a7
2,000.00
soaal secunry rvumoer(sl i r:rrv rvumcer of rereonal Itepresentanve(s):
Street Address 429 Hogestown Rd.
City Mechanicsburg glare PA Zip 17050
Year(s) Commission paid 2009
Attorney's Fees COI'NE & COYNE, P.C.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4
5.
6.
7.
1
2
Street Address
City State Zip _
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Retum Preparer's Fees
Other Administretive Costs
Legal Advetksement-- Cumberland Law Journal
Legal Advertisment-- Patriot News
Total of Continuation Schedule(s)
TOTAL (Also enter on Ilne 9, Recapitulation)
4,000.00
79.00
75.00
125.00
33,543.15
47,121.15
ScF C~eH ~
~ COMMONWEALTH OF PENNSYLVANIA Funeral ~'^~ ~~
~' INHERITANCE TA%RETURN ~~.~~
RESIDENT DECEDENT
ESTATE OF WILSON, WILLIAM C FILE NUMBER
21-09-0271
3
4
5
6
7
8
9
Postage
Guardianship Final Report
Reserves
Medical Services-- Per DPW Claim (Class 3)
Woof Appraisal Group-- Appraisal of Real Estate
Filing Fee -- Inheritance Tax Retum
Claremont Nursing Home-- Fee Deducted from Patient's Account
15.00
200.00
32,171.31
300.00
15.00
799.84
Page 2 of Schedule H
42.00
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
fAMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS
INHERITANCE TAX REIDRN
RESIDENT DECEDENT
ESTATE OF WILSON, WILLIAM C FILE NUMBER
21 - 09 - 0271
Include unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 DPW-- Class 5.1 Claim 270,427.07
2 Real Estate Taxes 400.00
3 Kenneth E. Wilson -- 1/2 costs for repairs and new windows 8,043.00
TOTAL (Also enter on Line 70, Recapitulation) ~ 278,870.07
~ COMMONWEALTH OF PENNSYLVANIA
,y INHERRANCE TA%RETURN
RESIDENT DECEDENT
1
2
ESTATE OF WILSON, WILLIAM C ~ FILE NUMBER
21-09-0271
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
_ o° um u.~ r,.,e..l.~
I. ^
II.
3
4
5
TAXABLE DISTRIBUTIONS (inGude outdght spousal distributions)
Kenneth E. Wilson
Norman Stoner
110 Turtle Ridge Road
Shern~ansdale, PA 1709-
Mazgazet E. Evans
63 Santa Monica Ave.
Carlisle, PA 17015
Kenneth E. Stoner
No. 1 Sunset Circle
Mechanisburg, PA 17055
Eazl T. Wilson, II
711 Barbaza Street
New Cumberland, PA 17070
Brother
Nephew
Niece
Nephew
Newphew
See Continuation Schedule(s) attached
Enter dollar amounts for disVibutions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
25% of Residual
8.33% of Residual
8.33% of Residual
8.33% of Residual
25% of Residual
SCHEDULE)
BENEFICIARIES
TOTAL OF PART it-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER
Y
• COMMONWEALTH OF PENNSYLVANIA
~. INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES continued
ESTATE OF WILSON, WILLIAM C FILE NUMBER
21-09-0271
NUMBER ' NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT AMOUNT OR SHARE
OF ESTATE
Do Not List Trusteat~)
I. ARABLE DISTRIBUTIONS [include outdgM spousal disidbuUons, and transfers under
Sec. 9116(a)(1.2)]
6 Donna M. Robinson Niece 3.6% of Residual
6504 Devonshire Hieghts Road
Harrisburg, PA 17111
7 Jeff Potteiger Nephew 3.6% of Residual
5880 Mimosa Street
Harrisburg, PA 17112
8 Edward Potteiger Nephew 3.6% of Residual
2120 Sawers Road
Harrisburg, PA 17110
9 Brenda L. Traister Niece 3.6% of Residual
183 Run Valley Road
Conestoga, PA 17516
10 Vaughn Potteiger Nephew 3.6°/a of Residual
6003 Jacobs Avenue
Harrisburg, PA 17112
11 Steve Potteiger Nephew 3.6% of Residual
117 Powells Valley Road
Halifax, PA 17032
12 Barbara A. Bottiglier Niece 3.6% of Residual
1771 Miller Road
Dauphin, PA 17018
Page 2 of Schedule J
~' REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
No.
Estate Of:
CERTIFICATE OF
GRANT OF LETTERS
ADMINISTRATION
PA No. 21- 09- 0271
WILLIAM C WILSON
(First Mitltlle, LasU
Late Of: MIDDLESEX TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 189-18-7239
WHEREAS, WILLIAM C WILSON
/F'rsq Mitltlle, bsry
late of MIDDLESEX TOWNSHIP CUMBERLAND COUNTY
died on the 5th day of January 2009 and,
WHEREAS, the grant of Letters of Administration
is required for the administration of the estate.
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, have
this day granted Letters of Administration to:
KENNETH E WILSON
who has duly qualified as ADMINISTRATOR(RIX) of the estate
of the above named decedent and has agreed to administer the estate
according to law, all of which fully appears of record in my office at
CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVAN/A,
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 20th day of March 2009.
**NOTE** .ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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COYNE & COYNE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
Henry F. Coyne
Lisa Marie Coyne
John W. Carter
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Dear Madam:
3901 Market Street 717-737-0464
Camp Hill, Pennsylvania Fax: 717-737-5161
17011-4227
May 19, 2009
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Re: Estate of William C. Wilson, Deceased
_ 1
No. 21-09-0271
We represent the Estate of the Late William C. Wilson.
Enclosed please fmd an original and two (2) copies of the Inheritance Tax Return for this
insolvent estate. Kindly docket the original and return to me a "clocked-in" copy with the enclosed
stamped envelope.
Also enclosed is estate check no. 994 in the amount of $15.00 which represents the filing fee for
the Inheritance Tax Retum. Kindly issue a receipt for payment of this filing fee.
Thank you for your assistance. If you have any questions, please contact me.
Very truly yours,
LMC/amd
Enclosure
Cc: Kenneth E. Wilson, Administrator
COYNE & COYNE, P.C.