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HomeMy WebLinkAbout06-24-09 (2)~, i r J 1505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Cade Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 8 0 9 9 0 PO 60X.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 203 36 6416 09 25 2008 02 28 1948 Decedent's Last Name Suffix Decedent's First Name MI EICHELBERGER WALTER T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI EICHELBERGER JUDY g Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW IX~ 1. Original Retum ~ 2. Supplemental Return ~ 4. Limited Estate ~ 4a. Future Interest Compromise - (date of death after 12-12-82) ~~ X it g Decedent Died Testate ^ ~ Decedent Maintained a Living Trust -- (Attach Copy of Will) (Attach Copy of Trust) I_ J 9. Litigation Proceeds Received ~ 1p, Spousal Poverty Credit (date of seam between 12-31-91 and i-1-95) cUFLRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL C Name JERRY A. WEIGLE ESQUIRE Firm Name (If Applicable) WEIGLE & ASSOCIATES, P.C. First line of address 126 EAST KING STREET Second line of address City or Post Office SHIPPENSBURG State ZIP Code PA 17257 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) Daytime Telone Numbe~~~+.-.?rr 1... ,~. t 7 17 5 ~7 3 8 ;=.,.7 , -C7 z , REGISTER~QF~f~S US~ONLYr~ ` ` '~ c_ _ '.. r~-~ 0~ i -~>~t 1 t~ A ~ _ ~ --i ~ , O DATE FILED Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RE PQNSIBLE FOR FILING RETURN DATE ~~ ~. ~ ~Pr~ Judy B. Eichelberger _ (o /~ 3 l ~ g 1 Fogelsanger Road, Shipp s rg A 17257 GN TURE OF P EPARER OTHER THA RE R NTT E ^ DATE ~ Jerry A. Weigle Esquire !l/.Y/h -- Z 3- 126 East King Street, Shippensbur~, PA 17257 Side'! 1505607120 1505607120 J ],5D56D722D REV-1500 EX Decedent's Social Security Number oe~eaer,rsrvama: Walter Terry Eichelberger 2 0 3 3 6 6 4 1 6 RECAPITULATION --- - 1. Real Estate (Schedule A) .............................................................. 2 9 7, 9 8 9 3 1 ........ ................ 1. 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. 4 4, 7 7 3 9 7 5 . Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ........... ..... 5. 2 5 3 , 4 1 1 8 5 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested .......... ... 6. 2 2 , 6 6 6 6 7 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested .......... ... 7. 1 7 1 0 , 9 7 6 2 8. Total Gross Assets (total Lines 1-7) .............................__................................ .. g. 7 8 9, 9 3 9. 4 2 9. Funeral Expenses & Administrative Costs (Schedule H) ................................... ... g. 2 6, 7 2 1 5 4 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........................... ..... 10. 11. Total Deductions (total Lines 9& 10) ............................._._..................... .......... .. 11. 2 6, 7 2 1 5 4 12• Net Value of Estate (Line 8 minus Line 11) .............................__...................... .... 12, 7 6 3 , 2 1 7 . 8 8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................ .. 13, 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................ .. 14, 7 6 3 , 2 1 7 8 8 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .o0 17 1, 0 9 7. 6 2 15. 0. 0 0 16. Amount of Line 14 taxable 5 9 2, 12 0. 2 6 at lineal rate X .045 16. 2 6, 6 4 5 4 1 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 0 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 0 0 0 19. Tax Due .............................................................. ....... ......................................... 19. . 2 6, 6 4 5 4 1 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 15056D7220 15D560722D J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-08-0990 DECEDENT'S NAME Walter Terry Eichelberger STREET ADDRESS 155 Fogelsanger Road CITY STATE ZIP Shippensburg PA I 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable D. Interest E. Penalty 13,000.00 684.21 Total Credits (A + B + C) (1) 26,645.41 (2) 13,684.21 Total InteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE Make Check Payable to: REGISTER OF WILLS, AGENT (3) (4) (5) 12,961.20 (5A) (56> 12,961.20 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 transferred or its income :................................ c. retain a reversionary interest; or ..............................._............................._.............................. x . ............... d. receive the promise for life of either payments, benefits or care? ...................... .. ~ x^ .................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................. ..... J ........................... _............................. _..~ i x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... a 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficia desi nation? .............................. rY 9 .................................................................................. ~~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (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 tax rate imposed on the net value of transfers to or far the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1502 EX+(6.98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Eichelberger, Walter Terry 21-08-0990 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is jointlyowned with right of survivorship must be disclosed on schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) Rev-1507 EX+(6-98) SCHEDULE D y ~ MORTGAGES 8~ NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Eichelberger, Walter Terry 21-08-0990 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule D (Rev. 6-98) Rev-1508 EX+j6-98) SCHEDULE E CASH, BANK DEPOSITS, 8f: MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Walter Terry FILE NUMBER 21-08-0990 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorship must be disclosed on schedule F. to more space Is neeoeD, aoD¢wnal pages or the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY t51-ATE OF FILE NUMBER Eichelberger, Walter Terry 21-08-0990 it an asse[ was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Benjamin B. and Nicholas E. 155 Fogelsanger Road Children Eichelberger Shippensburg, PA 17257 B. C. JOINTLY OWNED PROPERTY: ITEM LETTER DATE DESCRIPTION OF PROPERTY o NUMBER FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIM DATE OF DEATH ~0 OF DECD'S DATE OF DEATH VALUE OF TENANT JOINT ILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSE INTEREST DECEDENT'S INTEREST 1 A 5/22/2008 127 East Garfield Street, Shippensburg, 68,000.00 33.333% 22 666 67 PA -jointly owned with Benjamin , . Eichelberger and Nicholas Eichelberger, sons, JWROS TOTAL (Also enter on Line 6, Recapitulation) I 22,666.67 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) ~ ~ Rev-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Eichelberger, Walter Terry 21-08-0990 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. ) VALUE 1 TDAmeritrade IRA Account 885-031187 -Judy B. 171,097.62 100.000 0.00 171,097.62 Eichelberger, spouse, beneficiary TOTAL (Also enter on Line 7, Recapitulation) I 171,097.62 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS CJIAItUF Eichelberger, Walter Terry FILE NUMBER 21-08-0990 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: See continuation schedule(s) attached B• ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. ~ Attorney's Fees See continuation schedule(s) attached 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Judy B. Eichelberger Street Address 155 Fogelsanger Road city Shippensburg State PA zip 172,57 Relationship of Claimant to Decedent SpOUSe 4. Probate Fees Register of Wills, Cumberland County 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) AMOUNT 13,796.00 6,000.00 3,500.00 1,430.00 1,995.54 26,721.54 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Eichelberger, Walter Terry 21-08-0990 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Fogelsanger-Bricker Funeral Home 9,796.00 2 Monument 4,000.00 H-A Subtotal 13,796.00 Attorney Fees 3 Lisa Grayson, Esquire -legal fees 1,000.00 4 Weigle ~ Associates, P.C. 5,000.00 H-B2 Subtotal 6,000.00 Other Administrative Costs 5 Bradley H. Kearns, CPA -accountant fees 1,580.54 6 Cumberland Law Journal -advertising Letters Testamentary 75.00 7 Register of Wills, Cumberland County -filing PA Inheritance Tax Return 15.00 8 Register of Wills, Cumberland County -filing Family Settlement Agreement 100.00 9 The Sentinel -advertising Letters Testamentary 225.00 H-B7 Subtotal 1,995.54 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV•1513 EX+ (g•00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES t5 TATE OF Eichelberger, Walter Terry NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I~ TAXABLE DISTRIBUTIONS [include outright s ousal 1 2 3 4 distributions, and transfers under Sec. 9116(a)(1.2)] Eichelberger Trust FBO Benjamin B. and Nicholas E. Eichelberger, Children 155 Fogelsanger Road Shippensburg, PA 17257 Benjamin B. Eichelberger 155 Fogelsanger Road Shippensburg, PA 17257 Judy B. Eichelberger 155 Fogelsanger Road Shippensburg, PA 17257 Nicholas E. Eichelberger 155 Fogelsanger Road Shippensburg, PA 17257 FILE NUMBER 21-08-0990 RELATIONSHIP TO SHARE OF ESTATE AMOU DECEDENT Words Do Not Llst Trustaelst ( ) I Children I Son ~ Spouse Son Real Estate an Residuary 1/2 share of joint real estate Non-probate IRA 1/2 share of joint real estate 171,097.62 11,333.33 I Total 763,217.88 Enter dollar amounts far distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Copyright (c) 2002 form software only The Lackner Group, Inc. n TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER ~~i Form PA-1500 Schedule) (Rev. 6-98) T OF ESTATE ($$$) II 569,453.59 11,333.34 i ~~~ ~ LAST WILL AND TESTAMENT OF WALTER TERRY EICHELBERGER ~~:, ' fem. I, Walter Terry Eichelberger, a resident of Shippensbwg, Pennsylvania, make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any time heretofore made by me. FIRST: I direct that the expenses of my last illness and funeral, the expenses of the administration of my estate, and all estate, inheritance and similaz taxes payable with respect to property included in my estate, whether or not passing under this will, .and any interest or penalties thereon, shall be paid out of my residuary estate, without apportionment and with no right of reimbwsement from any recipient of any such property (including reimbwsement wader Section 2207B of the Internal Revenue Code). SECOND: I give all my real estate in equal shares to those of my children (Benjamin Bard Eichelberger and Ncholas Eugene Eichelberger and any other children which I hereafter may have) who survive me and to the issue who survive me of those of my children who shall not survive me, per stir. If, however, any child of mine who survives me shall be under the age of thirty (30} years at my death, then I give all of my real estate to my Trustees, who shall hold my real estate as a single trust for the benefit o€ all of my children and their issue from time to time living, and shall distribute or pay so much or alI of the net income and principal thereof as my Trustees shall determine to, or apply the same for the health, educatioq maintenance and support of, any one or more of said group with the intention. that total distributions from the Trust shall be equal by Trust termination date, and shall add to principal all income not so paid or applied. Whenever, at or after my death, all of my living children shall have attained the age of thirty (30} years or have died, then my real estate (without adjustment for principal previously paid to or for the benefit of any member of the aforesaid group), shall be paid and distributed to my then living issue, er stirpes. THIRD: I give to my wife Judy Bard Eichelberger, if she survives me, all monies accrued in my Individual Retirement Account with Waterhouse Securities. All other tangible personal property is given as hereafter provided with respect to my residuary estate. -- -, ~- FOURTH: I give to my wife Judy Bazd Eichelberger, if she survives me, the aggregate value of any other property passing to her under this will or otherwise ----. FIFTH: I give all the rest residue - d remainder of my property and estate, both real and personal, of whatever kind and wherever located, that i own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows: {a) To those of my children who survive me and to the issue who survive me of those of my children who shall not survive me, per slimes; PROVIDEID, HOWEVER, that if any child of mine shall be under the age of thirty (30) years at my death, my residuary estate instead shall be given to my Trustees and held by my Trustees, IN TRUST, as a single trust for the benefit of my children and more remote issue, as hereinafter provided. My Trustees shall pay so much or all of the net income and principal of this trust to, or for the benefit of, any one or more of said group, for their heahh, education, maintenance and support, as determined by my Trustees in their absolute discretion. Whenever all of my children shall attain the age of twenty-one (21) years, or shall have died prior to said age, ail of the net income of this trust shall be paid or distributed as aforesaid, in quarter-annual or more frequent intervals as determined by my Trustees in their absolute discretion, rather than being accumulated. Whenever all of my children shall attain the age of thirty (30) years, or shall have died prior to said age, all remaining income and principal (without adjustment for amourrts previously paid) shall be paid and distributed to my then living issue, er e . (b) If no issue of mine survives me, I give my residuary estate to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of my residuary estate, and a resident of the Commonwealth of Pennsylvania. SIXTH: The determination of my Trustees as to the amount or advisability of any discretionary payment shall be final and conclusive on all persons, whether or not then in being, having or claiming any interest in such trust. No disposition, chazge or encumbrance on any income or principal of any trust hereunder by any beneficiary thereof shall be valid or binding upon my Trustees. No beneficiary shall have the right to assign, transfer, encumber or otherwise dispose of any such income or principal until the same shall be paid to such beneficiary by my Trustees. No such income or principal shall be subject in any manner to any claim of any creditor of any beneficiary. The rig of any beneficiary to any income or principal hereunder shall be subject to all charges or deductions which my Executor or Trustees may make under law or any provision of this will. Upon making any payment of income or principal from any trust hereunder, my Trustees shall be released fully from all further liability therefor. SEVENTH: If any principal or income of my estate or any trust hereunder vests in absolute ownership (free of trust hereunder) in a minor or incompetent, my Executor or Trustees, at any time and without court authorization, may: distribute the whole or any part of such property to the beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a custodian for the beneficiary (including a custodian appointed by my Executor or Trustees without court order) under any gifts to minors or transfers to minors act, or to the person or persons with whom the beneficiary resides to use for the beneficiary. Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full discharge of my Executor and Trustees from any liability with respect thereto, even though my Executor or Trustees may be such person. If such beneficiary is a minor, my Executor or Trustees may defer the distribution of the whole or any part of such property until the beneficiary attains the age of twenty-one (2l } years, and may hold the same as a separate fund for the beneficiary with all of the powers described in Article EIGHTH hereof. If the beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. The word "minor", wherever used in this Article SEVENTH, shall mean any person who shall be under the age of twenty-one (2 i) years. EIGHTH: My Executor and Trustees shall have all of the powers conferred by law upon fiduciaries in every jurisdiction in which they may act. In addition, the following powers are conferred upon both my Executor and Trustees, exercisable in the absolute discretion of my Executor and Trustees, as the case may be: (a) To retain and hold any property for any period, whether or not the property is of the character permissible for investment by fiduciaries under any applicable law, and without regard to the effect the retention may have upon diversification of investments. (b) To sell, exchange, grant options on, transfer or otherwise dispose of any property, at public or private sale, for cash or on credit, secured or unsecured, at such time or times, in such manner and upon such terms and conditions as my Executor or Trustees shall deem advisable. (c) To invest and reinvest in common or preferred stocks, bonds, securities, mortgages, investment trusts, common tnzst funds, mutual funds, evidences of rights or interests, and other property, real or personal, domestic or foreign, whether or not the investmerns are permissible for fiduciaries under any appli- cable law and without regazd to diversification. (d) To render liquid my estate or any trust in whole or in part, at any time and from time to time, and to hold cash or readily marketable securities of little or no yield for such periods as my Executor or Trustees shall deem advisable. (e) To manage, maintain, repair, alter, improve, insure, partition, subdivide, lease for any term (whether or not beyond any period fixed by statute for leases made by fiduciaries or beyond the term of any trust created hereunder), mortgage, encumber, grant security interests in, or otherwise purchase, dispose of, or deal with any real or personal property, as my Executor or Trustees shall deem advisable. - _ -~ ~- ~ r,~' (fj To abandon any property which my Executor or Trustees shall deem worthless or not of sufficient value to warrant keeping or protecting; to abstain from the payment of taxes, assessments, repairs, maintenance or other upkeep therefor; to permit awry property to be Lost by tax sale or other proceedings or to convey any such property for no or a nominal consideration. (g) To form one or more corporations, alone or with any person, in any jurisdiction, and to transfer assets of my estate or any trust to any new or existing corporation in exchange for stock; to form one or more partnerships with any person in any jurisdiction, to have my estate, any trust or a nominee be a general or limited partner, and to transfer assets of my estate ar any trust to any new or existing partnership as a capital contribution; to enter into one or more joint ven- tures or associations with any person in any jurisdiction, and to commit assets of my estate or any trust to the purposes of those ventures or associations; and to retain as an investment for any period any securities, partnership interests or other assets resulting from any such actions. (h) To enter into, modify or terminate agreements with any person regarding voting rights, management, operation, retention or disposition of inerests in corporations, partnerships, joint ventures, associations or other businesses of my estate or any trust, regardless of whether any agreement is in effect when that business interest is received by my Executor or Trustees; to retain and continue to operate, or permit the operation of, any business, on the terms which governed when received by my Executor or Trustees or on different terms; to invest additional sums in any business, even to the extent that my estate or any trust may be invested entirely in any business, without liability for any loss resulting from lack of diversification; to act as or select other persons (including any beneficiary) to act as directors, officers, managers or employees of any business, with reasonable compensation without regard to their being a fiduciary or beneficiary and, in the case of my Executor or Trustees, without regard to the commissions allowed by law; to discontinue any business or sell or otherwise dispose of any interest therein on such terms and conditions as my Executor or Trustees shall deem advisable; and to make such other arrangements with respect to any business as my Executor or Trustees shall deem advisable. I exonerate my Executor and Trustees from any loss resulting from the retention or operation of any business or any depreciation in the value thereof, unless such loss shall result from the gross negligence or willful misconduct of my Executor or Trustees. (i) To vote, in person or by general or limited proxy, any shares of stock or other sec~.irities; to exercise or dispose of any options, subscription or conversion rights, or other privileges or rights of any other nature; to become a party to, or deposit securities or other property under, or accept securities issued under any voting trust or similar agreement; to assent to or participate in any reorganization, readjustment, recapitalization, consolidation, merger, dissolution, liquidation, sale or purchase of assets, lease, mortgage, election, contract, agreement, or other action or proceeding by any corporation; to deposit securities or other property under, or become a party to, any agreement or plan for any such action or proceeding or for the protection of holders of securities; to subscribe to new securities or exchange property in connection with the foregoing; to delegate discretionary powers to any reorganization, creditors, stockholders or similar committee or protective group; and to pay any assessments or expenses in connection with the foregoing. (j) To pay, collect, adjust, compromise, settle or refer to arbitration any claim in favor of or against my estate or any trust, and to institute, prosecute or defend such legal proceedings as my Executor or Trustees shall deem advisable. (k) To foreclose mortgages and bid for property under foreclosure or take title by conveyance in lieu of foreclosure; to continue investments after maturity; to modify, renew or extend any note, bond, mortgage, security agreement or similar instrument upon such terms and conditions as my Executor or Trustees shall deem advisable; to release obligors or guarantors or refrain from instituting suits or actions for deficiencies; and to expend any sums or use any property as my Executor or Trustees shall deem advisable for the protection of any property or irnerest therein. (1) To borrow money or assets for any purpose, without personal liability therefor, from any person including my Executor or Trustees, and to secure repaymern by mortgage or pledge of any property. (m) To lend assets to any person, including a beneficiary, the estate of a deceased beneficiary, or an estate or other trust in which a beneficiary has an interest, upon any terms and conditions, with or without security, for any purpose which may or will benefit my estate, any trust or any beneficiary. (n) To exercise, at such times and in such manner as my Executor or Trustees shall deem advisable, any right of election or other rights which from time to time may be available under the Internal Revenue Code or any other tax law, and to make such other decisions as my Executor or Trustees may deem appropriate with respect to expenses or deductions for estate or income tax purposes, the valuation of assets, the filing of any joirn or other income, gift or other tax returns and the apportionment of any joint tax liability, and the payment of any tax or collection of any refund, regardless of the effect of any such action on the interest of any beneficiary of my estate and without the necessity of making adjustments or reimbursements between principal and income or among the beneficiaries of my estate. (o) To employ and pay the compensation of accountants, attorneys, experts, investment counselors, custodians, agents and other persons or firms providing services or advice, irrespective of whether my Executor or Trustees may be associated therewith; to delegate discretionary powers to such persons or firms; ~.. ~~ ~~ ~`~~ _--1 and to rely upon information or advice furnished thereby or to ignore the same, as my Executor or Trustees shall deem advisable. (p) To pay any and all costs, charges, fees, taxes, interest, penalties or other expenses of the administration of my estate, in installments with interest if desired, and except as expressly provided in Article FIRST hereof or elsewhere herein, to charge the same against the income or principal, or partly against each, of my estate or any trust. (q) To hold property in their names as Executor or Trustees, or in their names without designation of any fiduciary capacity, or in the name of a nominee or nominees, or unregistered, or in bearer form; to deposit property with a custodian or deposixory; and to remove property from Pennsylvania and keep property in other jurisdictions, without bond, surety or other security. (r) To pay any legacy or distribute, divide or partition property in cash or in kind, or partly in kind, and to allocate different kinds of property, disproportionate amounts of property and undivided interests in property among any trusts, parts, funds or shares, and to determine the fair valuation of the property so allocated, with or without regard to tax basis; to distribute directly from my estate to beneficiaries of any trust hereunder whether or not such trust has been funded; to hold the principal of separate trusts (including trusts established under the last=will and testament of my wife) in a consolidated fund and to invest the same as a single fund; to split trusts for purposes of allocating generation-skipping transfer tax exemptions (within the meaning of Section 2642(x) of the lnternal Revenue Code); and to merge any trusts (including trusts established under the last will and testament of my wife) which have substantially identical terms and beneficiaries, and to hold them as a single mist. Notwithstanding anything to the contrary contained in this will, if the value of any trust under this will is less than Twenty Five Thousand Dollars ($25,000.00), as of the date on which it is to be fully funded or at any time thereafter, my Executor or Trustees may terminate the trust and distribute the trust assets to the income beneficiaries thereof. (s) To act or refrain from acting in all respects as if financially uninvolved, regardless of any connection with or investment in any business or any conflict of interest between any fiduciary hereunder and my estate or any trust. No Executor or Trustee shalt be disqualified or barred from exercising any power or discretion conferred by law or under this will because such fiduciary may be a shareholder, officer, director, member, partner or person in any way interested in a corporation, partnership or other person or entity affected by the exercise of such power or discretion. My Executor or Trustees may contract, in any manner that my Executor or Trustees shall deem advisable, with any such corporation, partnership, person or entity. -- y ~~~. TENTFI: I direct that for purposes of this wil': a beneficiary shall be deemed to predecease me (or any other person upon whose death the interest of such beneficiary depends) unless such beneficiary survives me (or such other person) by more than thirty days. ELE~EN'I'FI: I appoint my wife Judy Bard Eichelberger to be my Executor. If my wife does not survive me, or shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint Dwight A. Topper and Nancy Bard Fritz as Co-Executors. I appoint Dwight A. Topper and Nancy L. Fritz as Co-Trustees under this will. If either of my Trustees shall fail to qualify for any reason as Trustee or, having qualified shall die, resign or cease to act for any reason as Trustee, the other Trustee may act alone as Trustee. I direct that no Executor or Trustee shall be required to file or furnish any band, surety or other security in any Jurisdiction. Any Trustee, at any time and from time to time, by an instrument in writing signed and acknowledged, may delegate any •or all of the rights, powers, duties, authority and privileges of such Trustee, whether or not discretionary, subject, however, to the provisions of the next paragraph of this Article ELEVENTH, to any other Trustee for such period or periods of time as may be designated in such written instrument; provided, however, that any such instrument shall be revocable at any time. _ Notwithstanding anything to the contrary contained in this will, during such time as any current or possible future beneficiary of any trust created hereunder may be acting as a Trustee hereunder, such person shall be disqualified from exercising any power to make any discretionary distributions of income or principal to himself or herself or to satisfy any of his or her legal obligations, or to make discretionary allocations of receipts or disbursements as between income and principal. Such powers shall be exercisable, if at all, only by the other Trustee acting at the time with such beneficiary. No Trustee who is a current or possible future beneficiary of any trust hereunder shall participate in the exercise of any powers of my Trustees which would cause such beneficiary to be treated as the owner of trust property for tax purposes. Any Executor or Trustee, subject to the judicial or non judicial settlement of the accounts of such Executor or Trustee, may resign at any time by an instrument in writing, signed and acknowledged in duplicate, one counterpart of which shall be delivered to the court in which this will is admitted to probate and the other counterpart of which shall be delivered to the successor Executor or the successor Trustees, as the case may be. The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office from time to time. The term "Trustees" wherever used herein shall mean the trustees or trustee in office from time to time. Each Executor and Trustee shall have the same rights, powers, duties, authority and privileges, whether or nat discretionary, as if originally appointed hereunder. 1' ~~ ~/` " The terms "child", "children" and issue, wherever used in this will, include children and issue hereafter born. Any provision herein which refers to a statute, rule, regulation or other specific legal reference which is no longer in effect at the time said provision is to be applied shall be deemed to refer to the successor, replacement ar amendment to such statute, rule, regulation ar other reference, if any, and shall be interpreted in such a manner so as to cant' out the original intent of said provision. Wherever used in this will and the context so requires, the masculine includes the feminine and the singular includes the plural, and vice versa. TWELFTH: if my wife shall not survive me, I appoint Nancy L. Fritz to be the Guardian of the person and property of any children of mine who have not attained the age of majority. No Guardian shall be required to file or furnish any bond, swety or other security in any jurisdiction. If my Tnistees or any trust hereunder is the beneficiary of any Life insurance policy, my Trustees shall be entitled to the inswance proceeds rather than my Guardian. IN WITNESS WHEREOF, I, Walter Terry Eichelberger, ,sign my name and publish and declare this instrument as my last will and testament this 1 ti~ day of February, 1998. ~~ Walter T ry Eichelberger The foregoing instrument was signed, published and declared by Walter Terry Eichelberger, the above-named Testator, to be his last will and testament in our presence, all being present at the same time, and we, at his request and in his presence and in the presence of each other, have subscribed our names as witnesses on the date above written. having an address at having an address at ,~ ~ n n 'T ACKNOWLEDGMENT AND AFFIDAVIT COMM0IVWEALT'H OF PENNSYLVArTIA COUNTY OF We, Walter Terry Eichelberger and _,~~~* `, ~._ _ ` ~ r'_s_ = _ -~~~ ~~ ~ _ _ _ '~, > _ ~- the 'f estator and the witnessed Ye~pectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator, Walter Terry Eichetberger, signed and executed said instrument as his last will and testament in the presence and hearing of the witnesses, and that he had signed willingly, and that he executed it as his free and voluntary act and deed for the purposes therein expressed, and that each of the witnesses at the request of the Testator, in the presence and hearing of the Testator and each other, signed the will as witness, and that to the best of his or her knowledge the Testator was at the time at least eighteen years of age, of sound mind and under no constraint, duress, fraud or undue influence. Walter Te Eichelberger Testator ~, `- / i~ '.~ SSA/ 'n Subscribed, sworn to and acknowledged before me by the said Walter Terry Eichelberger, Testator, and subscribed and sworn to before me by the above-named witnesses, this ~~ciay of February, 1998 . Notary Public nr, it y My commission expires on '. °- V:. ~ - ~ r-~' :. C:\mydocumeiris\eichel2.doc R ~~ i ~It7it~Ri.~1 -AL ~ i L^vRl A. SLLLIVnty, PIJTAtiY ?ll?Lfl• , ~GHA«RFRSG`•.fhc~, F?,;.;VKLfir ~OiJ~T`'•~ ~.,a ~ ,'Y CGS+~N:;SS!.1v ~ r,cS lvOV. ~'E. C~ pC ~ S C p 0 O O p O ~ p p O N - i0 ~ - c0 tII C - l0 O - O O - O n°oM~ ~ `r G ' o m o m dTi v ~i ~~ QQ = O Q as ~ ~ a°o o~ ~~QQ m~Q ~~ ~.~'-'~ rn° u ~ rn O d O~ m~ O R Q¢ ~ ~~ ~ Q Q Q cn rn u ~ , o o ~i y LL m m g m m p ~ JG m m -~ .~ II, q~ ~ O O m NMNCWO LL~ NN t~NN M M~~ NnNO D oO~MN~N a OR~ ~~ ~NN Q `V NN N V L M ~• ~ N O N O ~ p V Q c ~ ~ ~ ~ Q ~ ~ V~ V m ° ~~ N N to ~ In ° lA In m a ~ c n . ~ . 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Eichelberger To Whom It May Concern, I have done a property evaluation for market value on the property located at 404 Evergreen Road, New Cumberland, PA 17070 in the county of York. I have determined the current market value to be $126,000. I used the data from Central Penn MLS, York and Cumberland County court records for comparison. If you have any questions please contact my office at 717-761-6300 ext.3148. S' rely, / ` ,_.,r~ ~~~-~ . Craig Wils`t5n Re/Max Realty Associates ~~ Realty Associates, Inc. 3425 Market Street ~~~ Camp Hill, Pennsylvania 17011 ®ffice: (717) 730-5567 ®ffice: (800) 659-6301, Ext 318 Each Office Independently Owned and Operated KARL M. LEDEBOHM ATTORNEY-AT LAW P.O. BOX 173 New Cumberland, PA 17070-0173 Phone: 717-938-6929 Fax: 717-932-0317 Of Counsel: Richard P. Mislitsky, Esq. Jerry A: Weigle, Esq. Weigle & Associates, P.C. 126 East King: Street Shippensburg, PA 17257-1397 ~vlarch 9, 2009 Re: Estate of Walter Terry Eichelberger, deceased Dear Mr. Weigle: ~, ~ ~~~ Pursuant to your request, I have enclosed a copy of the appraisal obtained by my clients with regards to the real estate known as 668 Indian Grave Road, Warfordsburg, PA 17268 (the "Property") titled to The Voyageurs Camp, a Pennsylvania partnership. As you know, I do not represent The Voyageurs Camp. Rather I represent Ray Conley, Gary L. Raffensperger, Randy Conley, Homer Conley and James Weaver with regards to their respective interests in the Property and The Voyageurs Camp. It is my understanding that attorney P. Daniel Altland represents the balance of the individuals involved in The Voyageurs Camp. I am currently reviewing options with my clients with regards to their respective interests in the Property and The Voyageurs Camp. Please contact me with any questions. CC: Ray Conley Randy Conley Homer Conley James Weaver Gary Raffensperger KML:11 Enclosure VeI'~/tClll ~'OUrS /l i r~~ 1l~ r ccc%%%lll` „~,....~..~ Kar11V1. Ledebohm ~ `~ * Also practices independently as Richard P. Mislitslcy, Esq. ~~ i 1 _~C' ~ -~ .~ S ~ ~ erne rvu. inc vurnucun~ un~rvn --- - --~ Uniform Residential Appraisal Report FiMe# THE VOYAGEURS CAMP There are 30 com cable ro c offered far sale in Ure sub'ect ' hborhood r i in 'ce from $ $2 500 to $ 695 000 There are 14 co able sales in the sub' ' hborfgod wilfiin the ast t~veNe rrrord hs in sale rice from $ 85 000 to $ 409 000 FEATURE SUBJECT COMPARABLE SALE # 1 COMPARABLE SALE # 2 COMPARABLE SALE # 3 Address 668 INDIAN GRAV WARFORDSBURG E RD PA 17268 269 SOUTHWOOD DR NEEDMORE 142 GARLAND RD NEEDMORE 659 CIRCLE DR HARRISONVILLE Proem' to Sub'ect 7.96 miles E 11.54 miles NE 17.90 miles NE Sale Price $ N/A $ 220 000 $ 224 350 $ 250 000 Sale Pr~ce/Gross Liv. Area $ s .ft. $ 162.96 s .ft. $ 144.74 s .tt $ 110.23 s .ft. Data Sources INSPECTION EXTERIOR INSPECTION INSPECTION Verification Sources COURTHOUSE/M RIS COURTHOUS M RIS COURTHOUS M RIS VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION + - $ Rdjr~trnenf DESCRIPTION + - $ Ad'ustrnent DESCRIfrIION + - $ Adjustment Sales or Financing Concessions SELLER SUB C -3,000 O 0 C 0 O 0 C 0 0 Date of Sale/Time 1 9 08 0 10 25 07 0 10 11 07 0 Location RURAL AVG O ~RURAL AVG O RURAL AVG 0 Leasehold/Fee Sim le FEE SIMPLE FEE SIMPLE 0 FEE SIMPLE 0 FEE SIMPLE 0 Site 3.41 AC 10.02 AC -5 000 3.00 AC 0 2.00 AC 0 View AVERAGE AVERAGE 0 AVERAGE 0 AVERAGE 0 Desi n le 1.5 STORY 1 STORY 0 l STORY 0 1.5 STORY 0 Oual' of Construction VI B AVG VI AVG 0 V BR AVG 0 VI AVG 0. Actual A e 6 20 0 3 0 6 0 Condition GOOD GOOD O .GOOD 0 GOOD 0 Above Grade Total Bdrms. Baths Total Bdnns. Baths Total Bdrms. Baths Totat Bdrms, Baths Room Count 7 5 2 6 3 2 0 5 3 2 0 9 4 2.5 -1 500 Gross Livi Area 1 476 s .ft. 1 350 s .ft. +3150 1 550 s .ft. 0 2 268 s .ft. -19 800 Basement & Finished Rooms Below Grade 864 Sq.Ft. UNFINISHED FULL PART FINISHED -3 750 FULL UNFINISHED 0 0 FULL UNFINISHED 0 0 Functional Util' AVERAGE SIMILAR 0 SIMILAR 0 SIMILAR 0 . Heati Coolin BB/NC BB/NC 0 'HP/CA -1 500 HA/CA -1 500 Ener Efficient items TYPICAL SIMILAR 0 SIMILAR 0 SIMILAR 0 Garage/Ca on NONE NONE 0 2 CAR -7 500 NONE 0 PorctVPatip/Deck PORCHES SIMILAR 0 SIMILAR 0 SIMILAR 0 • FIREPLACES NONE NONE 0 NONE 0 NONE 0 . Net Ad'ustment of + ®- $ -8 600 + - $ -9 000 ^ + ®- $ -22 800 Adjusted Sale Price of Com arables Net Adj. % Gross Ad'. % $ 211 400 Net Ad{. % Gross Ad'. % $ 215 350 Net Adj. % Gross Ad'. % $ 227 200 I did did not research the sale or transfer h i of the sub' ro and co a ble sales. ~ not, lain M research did did not reveal rior sales or transfers of the sub' ro for the ttxee ears to the effective date of this raisaf. Data Sources COURTHOUSE RECORDS. tUv rr_srarch (-1 did 6ZI did not reveal arnr prior sales or transfars of the comparable sales for the vear prior to the date of sale of the comparable sale. Commonwealth of Pennsylvania, Cumberland County NOTE February 25, 2005 David Scott Bard (Borrower), a single male residing at 4409-T2 Romlon Street, Beltsville, Maryland, for value received, hereby promises to pay Walter T. Eichelberger (Lender), a marred male residing at 155 Fogelsanger Road, Shippensburg, Pennsylvania 172'57-9704, on demand the~sum of fifty thousand dollars ($50,000.00). Interest on said principal for the first year of this laan will be the same as the prince rate as set by the Federal Reserve Board as of February 18, 2005, that is, Svc and one-half percent {5-1/2%). Intcrest rate is variable and will be determined in each future year on this same date, and will be the same as the prime rate as set by the Federal Reserve Board as of the aatriversary date. Interest will be calculated monRhly on decreasing principal balance. Paymerns on this note will be in the amount of three hundred twenty-one dollars and forty- three cents ($321.43} per month in United States currency payable and due on -the 1st day of each month at the Lender's above address beginning on April 1, 2005, according do the attached schedule which is incorporated herein by reference. A late fee of $10.00 will be paid by the Borrower for any payment received after the l0a' of the month. Payments will rase to sue hundred forty~wo dollars and eighty-six cents {$642.86) on Match 1, 2010. This note is subject to redemption or transfer at any time at the option of the holder thereof. Borrower, on the other hand, has the option to prepay the principal due at any time. In witness whereof, David Scott Bard has herewith signed and sealed this note on the day of Felxuary, 2005 . David Scott Bard Witnesses: Adi121:BARD D note Feb05 ame: ~. ^ Address: ~(~.~/~~ ~.~"~~j C'~ ~ ~. Name: Address: H WALTER EICHELBERGER Page 2 of 3 Statement Period 09-25-08 through 10-27-OS B 16 0 APPA 16 Number of checks enclosed: 0 Account Number: 0005 7505 0471 Bank of America Money Market Savings WALTER EICHELBERGER -• Your Account at a Glance Account Number ~ 0005 7505 0471 Beginning Balance on 09-25-08 $ 90,139.78 Deposits a:.3 Other Adr~itians + 111.25 Other Subtractions - 90,251.03 Ending Balance on 10-27-08 $ 0.00 Annual Percentage Yield Earned this Statement Period: 2.17% Interest Paid Year to Date: $2,166.43 Money Market Savings Additions and Subtractions Date R.esniting Posted Amonnt($) Balances($) Transactions 10-16 111.25 + 90,251.03 Interest Earned 10-16 90,251.03- 0.00 Customer Withdrawal Image Daily Balance Summary Date Balance($) Beginning 90,139.78 ' PSE(~ December 9, 2008 Account # 0202XXXXXX JUDY B. EICHELBERGER 155 FOGELSANGER RD SHIPPENSBURG, PA 17257-9704 Dear MB S. EICHELBERGER: The following is the status of WALTER T. EICHELBERGER's account with PSECU as of the date of death. Joint Owner's Name NONE Date of Death 09.25.2008 Date of Birth 02.28.1948 Share Description Open date Balance Accrued Dividend S O1 Regular Shares 10.22.1987 $ 233.74 $ 0.19 S 04 Checking 10.22.1987 5,619.43 0.86 S 07 Money Market 07.13.2004 10,109.80 18.70 Loan Description Open Date Balance Accrued Interest L O1 PSL Loan 02.01.1990 $ 0.00 $ 0.00 L 09 VISA 02.06.1990 0.00 0.00 The dividend earned from January 1, 2008 through the date of death was $611.87. We do not have safe deposit boxes for our members. If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, u 1 ~~ ~% Meade Fairfa Member Service Representative Finance Support Unit Pennsylvania State Emp6oyees Credit Elnion Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 800.237.7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 1 71 06-701 3 • 717.777.2100 (TDD) • 800.472.1967 (TDD~ psecu.com This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender at1 Z a =a ~~ ~O°$;aw ~ O~uia z~ M ' W F W W ~ Z d Z =~"~ W X W~U~I- a ~ O~ZWiWZ j J y ~ W ~ m O "~w ' '~' FO. Q maw 3 ~Z~Nh-~ OVO~ww~ V CwU~~2W Qu14zOulW ~ N •` o- m 0. ~ v c o ~ _ Q • : (l: ~ O ... m ~ , _ ~ ~ W ~ O ~o~ ^ ~ u w~ Q 0° a ~ w C7 w UZ~ +. w~~ ~ ~ E ~~z m FOa w Qom= 3 N ~~O .> '~ ~J ~ ~ ~ f ~1 , c '< 0 U z w O Q F F ~ K _ W W Q o x GJ Q ( p O~LL Q11D Q Q ~~ Z N Z ~QNtL r g~ a0 ~ ~ N Y O C O (0 ~ G ~~N`/,/ •., ,~v t0 o~ ~~ •O ~ N _ Y o p~ a°° ~~ O GI o 0 0 O ~I ~ ~ 0 ~ ~ ~ ~ ~ r ~ 1 ~ ~+ V ~ N ~ a° Q' ~ I o e ad+ ~ ~ ~ ~ ~0 a ~ ~ ~ N ~ ~ ~ ~ ~ ~ nj ml .' H I W v a 'p ~ 4i Ol ~ ~ ~ M ~ ~ ~ 0 , e'7 ~ p o 0 G E n ~, ~ ~ M v ~ C' I E/T W ~ ~ o 4) ~ ~ _ ~. OI ~ o ~ ~ O ~ ~ ~ ~ ~ ~ ~ ~ ~ A ~ v V ~ ~ NOf p ~ ~ I N °' ~ v ~ ~ ~ o ~ C I ~ ~ tD M y t ~ v av N a Ui ~ ~ ' N O ~ ~ N M ~ d N ~ O 3 E9 ~ N ; ~ a ~ ! r- ~ .- ~~ ! M O = d c0 cfl O.6y of r. ~ !6I N r l~9 0- i ~ N ~ I a~ a~ ~ ~ r~ ~ C Y E ~ a ~ ~~ W lO O U ~ ~ E Q~m rn~ c ~~u- =j cN0 ~ O t O L X d L ~ L~ C -IU~~~NNi~Ocn~OI-- O I~ ~ r O I ~ ~ ~ ~ ~ '~ ~ N r' c`. ~ O ~ U O IM o~ O ~ V1 ~ ~ .. ~ N ~ ~ ~ O W C t0 C ~ ... > I IN~ ~ o X o t • , I ~ N N ~ ~ ~ .~ O~ w v ~ 'ay m d c i O C C j U ~ y, 0 ~ ~ ~ ~ O O ~ , . ~ ~ ,,,.~ O ~ 6N9 m ~o 0 uT a' ~: ~ C ! Z f N O N ~ O~ ~, N N M to y ~ I ~ N d G~7 t d L V ? + _ X d ~~O SOW ~tiOI .. Z ~ ~ t0 r- 0 W I O ~-- ~ ~ ' ~ ~ v ~ N tO ~ N c i 7 o ~ a^i, nNi• n O ~ h ~ ~ ~ tp ~ 1~ ~ 00 M EO Qj ~ v M U 0 0 O EFT ~ y N ~ ~ V = ~ a ', m ~ ~ ~ ~ ~' ~ ~ ma'c°n c~ m ~0 N N y N m ~ ~ ~ m .~ U .U 'C ~ E Q ~ y a v L! D !Oc°n'P~iiiti ~wOc~ r e~ n a U a N a 4 ao O ~ r= ~" A. Settlement S#atement t1s. Oepartrnent of Housing and Urban Qevelopmant OMB Approval No. 2502-0265 r~:} _j , 8. Tyre of Loan 6. File Number. ± 7- Loan Number f1. Mortgage Insurance Case Number i. (* ~ FHA 2. ~ I"mfiA 3- ~ I Conv. Unins.; d. ~ VA s. ~ ~ ~ Conv. ins. ` ° ..i_ . _...-..... _ C. Note: Phis form is furnished to give you a statement of aetuet settlement casts. Amounts paid to and t-y the settlement agent are shown. ttema marked yp_o.c.)" were paid outside the cbsing; they are shown here for iniormstional purposes and are not included in the totals. ..... _. -r-- --~-- .._.--._ _......--- .-.... •- - ~-- ..._._.. D. Name d Address d Bonawer, i E. Name d Address of Salter. F. Name it Address of Lender. Walter T. Eichrelberger I Estate o1 Daniel Orvillf?, Sudefs tdone 155 Fogelsanger Road ~ 1411 Concord Road Sttiippensbtlrg, AA '47257-9704 Mecharticstxxg, PA 17050 I G Property Location: i H. SetuementAgark: 127 East GaMetd Street ~ Greaspn Law Office, POBox 385 Carlisle, PA Shippensburg, PA 17257 ~ PlacedSetdement: - i i. Settlementt]ate: Borough of Shippensburg, Cumberland County 155 Fogelsanger Road Shippenstwrg, PA 17257-9704 0522/2008 J. Stanmafy ~ f~orrowtsr'S Trimaction 100. Gross Amots~l tJue From 8arrotrfer 101- Contract sales price 102. Personal property-,. - . 103. Settlement charges to bOrtower (tine 7400) 104_ . ... .._ li. Summary of Jailer's Transaction 400. Gross Amount [Nre to SeIIGr (38.000.00 4t}1. Contrail sales price 68,OOO.t)0 402. Personal property ._ ... 718.5(! 403. _.._. _ 401. 105. 405. t 20. Gross Amount Due From Harrower 68,982.94 420, Gross Amount titre To Salter -- - 20Q. Amounts Pald By Or In Behan tat Borrower _ 5~. Radut:tions in Amount litre Tb Seller 201. Deposit or earnest money - ~ 2,0(10.00 501. Excess deposit (see instructions) ~ _ - 202. Principal amount d new loan(61 - ----- 502. Settlertrtertt dlarflea to seller (lhte 1400) 203. Existing loan(s) taken subject to _ 503. Existing loan(s) takon subJ~ct to 2~• _.._ ... - - 504_ Payoff of first mortgage loan - 205_ I .. _... ....-. - _ - - .. - - -- ~ _ ....... 505. Payoff of second mortgage loan 206. _ _ .. _. ---.... --- 506.. Buyer deposit , 207. 7. 2os. ~os• ... ...... --- ' _ r>o9- djuslments Tor items paid by aelier to sdvance Adjustments fo- items paid by sager in advance - _.... _ _-_--...tyRown taxes -. to 406. CityRown taxes to T---- 107. County taxes 5/22/2008 to 12!3112008 186.29 407. County taxes 5122!2008 to 22/3112008 186.29 ~• sessments ~ __~ _ 408. Assessments to _. .. t o9. School tax 5/22/2008 to 6130/2008 78.15 409. School tax 5/22/2008 to 61'3012008 78.15 - -- 110. ....... --- ---- - _ 420. 111. - --- 417. --- - 112. i12. , 88,264.44 --... sso.oa . _ ....2.000.00 _•.. .. Settlement Charges /00. Total SalesJBraker's Commisslan based on price S -- ~ % --- ...... --• Division of Commission (line 700) as follows: - ----- Paid From t3arrowers --- 1 Paid From Seller's 702. $ tp Funds at Funds rst 702. $ _ ....._ . .. -.__ .__ To - ...--- -... Settlement Ssttlsment 703. Commission paid at Settlement 704. -- - -..._....__ . - - - _-_.. I -_-- - - ----- 000. items Parable in Connection With Lean 801. Loan prigination Fee % )- ~ -- 802. loan Drscount `9'0 ~ - ti03. AppraisaiFee to _ ..- - - _-.._...__..- S114. Credit Report to 805. tender's Inspection Fee 606. Mortgage Insurance Application Fee to . .-.. ... ---- .. - .. . 807. Assumption Fee ---.... ... i ------ . ' _..... 808. ._.-. ... ..... ...-- ~- -- _. 809. . - ---. .. _..----- -- --- 810. - ..._._- ..- ---......_ .. -.- - $11. _... _ ---- ..... .. . 900. items tasqulrrcl Br Lender To 6e l+aNt In Advance ~ "-"'- 901. Interest from to +'~$ Iday 902. Mortgage insurance Premium for months to - 903. Hazard Insurance Premium for __. .-. .. years to - -- i - - 904. ---. -- -_ ... - ----- _... - earsto ------- -... -- -- _ - .-...._._... -. 905. 1000. Resertres Deposited With Lender 1001. Hazard insurance - 1002. Mortgage lnsuran_ce 1003 City property texas --- 1004. county properly taxes 1005. Annual assessments 1008. 1007. .._ 1008. months®$ per month mortths~$ per month manths~$ per montlt . . morrths~$ - per month -- months!$ per month months ~ $ per month months@$ psr month months~$ per month _ --- ~::- _ _ _ . _---- _ a_ _ 1100. Ttlle Charges _ _ 1101. 5ett-ement ar closing fee -..- .. _ 1102, Abstract or title search _ __ 1103. Title examination 1104. Title insurance binder 1105, Document preparation - 1106. Notary fees _ 1107. Attorney's lees J _ -- ....__ (includes above Rams numbers: 1108. Title insurance (includes above items numbers: 1109. Lender's coverage 1110- fJwner's coverage - - - 1111. - _. _.-.. _ -... ifi~ _to _._ _....... ........._ _ ... ...---- ..... ......... .... .- -- to to .. .to ...... _ -- - - ----- to , ~ to_ _ to Greasan Law Office,. PQC w -. $ .... ¢ .. -- n O. H 3 IQ m eo Q m~ Q n fn N ~ X n y 0 0 0 '8 f~~D fop ~ ~ ~ C C ~ ~ 3 Q~,~.=~•~ Oc~mra y N O_ C d n ~ ~ ~ n m ~ w a _ J dl O O O • O O ON7 A ~ ~ ~ (D I O~ I I -+ ~ O W O ~ .~i O n C .. N ~ ~ N ~ ~° ~ I N N `I pOApf ~ ~ I O W v ' ` ~ O .Wi ~ O ~ .~. 1` G ~ n X m ~ ~ ~' ~ N G -~ (~~D •G C = O < ~ Q ~ = m N i EA o I I ~ I I I I ~ T t Y ~i fA I O O I I 1 t 1 1 1 I ~~ +~ i °_,° ~ N :o A ~y 1 1 1~ 1~ 1~ '~ ~ -i o > ? O N A n C C D O ~ ~ -, y. ~ ~ i • . ~ v i m m, W ~ ~ N N 41 a N w X ~ O Q r ~ ~ ~ N ~ H ~ 3 ~p to a N N Q v v C y OBI U ~, C WI O _ n CI ~ ~ W i ~ ~ ~; N 'N A I ~ O to W '~ O 11 O ° ~° ° ~ ~ w~. o o ~ .~i O O! 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