HomeMy WebLinkAbout07-28-09J 15056041125
REV-1500 E>< (~-D5,
PA Departrrrent of Revenue
Bureau of Individual Taxes Counly Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 9 0 2 3 9
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
2 1 0 - 4 0- 0 6 0 2 0 7 2 0 0 9 0 7 2 9 1 9 4 9
Decedent's Last Name Suffix Decedent's First Name MI
GOO D H A R T JAM E S H
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
a 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required
death after 12-12-82)
6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION Mt1ST BE COLLETED. ALL COIiRESt~ONDENCE AND CONF~ENTIAL TAX giFORMATION SHOULD BE DMECTED T0:
Name Daytime Telephone Number
S U S A N J H A R T M AN 7 1 7 2 4 9 7 7 8 0
ra
Finn Name (lf Applicable) ~ ~- `_' -
REGISTER~~J~VILLS US~`,(yNLY
D U N C A N & H A R T M A N P C =°° ?? L--
---
~ ,
First line of address _ t:,~ ~~
1 I R V I N E R 0 W
c,~ i
- -~
~,
~
-
.
,
, ; -,-, ,
Second line of address ~ ~ - ~-~ _ - - ,
- , , ~ ....
~
City or Post Office State ZIP Code TE FILED ~3 , -,
'
C A R L I S L E P A 1 7 0 1 3
correspondents e-mail address: susanhartman@pa. net
Under penalties of perjury, I declare that I have examined this return, 9 aooompanying sd~ctules and staterrlerats, and b the best of my knowledge and t~ef,
ft is true, and completle. of preps other than the persorlaf repnes~rtative ~s based on aN infomlation of which pr~arer has arty knowledge.
SiG T OF PER r~~rN,,~~SIBLE RN DATE
//~~- _ ~ D
ADDRESS
1471 PINE ROAD CARLISLE PA 17013
Side 1
15056041125 15056041125
r
PLEASE USE ORIGINAL FORM ONLY
15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: JAMES H. GOODHART 2 1 0 - 4 0- 0 6
RECAPITULATION
1. Real estate (Schedule A) ........................................ 1. 1 2 1 1 5 3, 0 0
2. Stocks and Bonds (Schedule B) 2. 6 3 9 , 2 3
..................................
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. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested ....... 7.
8. Total Gross Assets (total Lines 1-7) ........................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H) .. ............. . 9•
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........... . 10.
11. Total Deductions (total Lines 9 8 10) ............. ............. . 11.
12. Net Value of Estate {Line 8 minus Line 11) ........... ............. . 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for wh ich
an election to tax has not been made (Schedule J) .... ............. . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) .... ............. . 14.
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 .0 _ 0 . 0 0 15.
16. Amount of Line 14 taxable
at lineal rate X .0 _ 0 . 0 0 16
17. Amount of Line 14 taxable
1 2 0 2 2
3 0 1
at sibling rate x .12 17.
18. Amount of line 14 taxable
1 8 5 7
9
8 1
at collateral rate X .15 . 18
19. Tax Due ................................................ 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042126
3 3 9 0, 0 5
2 0 0 0 1, 4 1
1 4 5 1 8 3, 6 9
5 4 3 9, 0 1
9 4 1, 8 6
6 3 8 0, 8 7
1 3 8 8 0 2, 8 2
1 3 8 8 0 2, 8 2
0. 0 0
0. 0 0
1 4 4 2 6. 7 6
2 7 8 6. 9 7
1 7 2 1 3. 7 3
C
15056042126
REV-1500 EX Page 3
Decedents Complete Address:
File Number
21 09 0239
NAME
JAMES H. GOODHART
- - --_ __-
STREET ADDRESS
1471 PINE ROAD
~_ __ _-
CITY
(CARLISLE
STATE j ZIP
PA j 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
(1) 17,213.73
B. Prior Payments 16,500.00
C. Discount 860.69
Total Credits (A + B + C) (2) 17, 360.69
3, lnterestlPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E )
4. If Line 2 is greater than lane 1 + Line 3, enter the difference. this is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. ff Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of lane 5 +5A. This is the BALANCE DUE.
(3) 0.00
(4} 146.96
(5) 0.00
(5A)
(5B)
Make Check Payable to: REGISTER OF W/LLS, AGENT
0.00
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; ...................................................................... ^ 0
b. retain the right to designate who shall use the property transferred or its income; ............................... ^
c. retain a reversionary interest; or ................................................................................................ ^
d. receive the promise for I'rfe 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? ....................................................................................... ^ 0
3. DId decedent own an "in trust for or payable upon death bank account or security at his or her death? ......... ^
4. Did decedent own an Individual Retirerr~nt Account, annuity, or other non~robate property which
contains a beneficiary designation? .................................................................................................. ~ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART ~ THE RETURN.
For dates of death on or after Juiy 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 fa 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 requirernents for disclosure of assets and
filing a tax return are still applicable even if the surviving sparse is the only benefcary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child tweMy-0ne 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 p2 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value ~ transfers to or for the use ~ the decedent's lined beneficlaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(aK1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent p2 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whetter by blood or adoption.
REV-1500 Discount, Interest and Penalty Worksheet
Discount Calculation
Total Amount Paid within three calendar months of the decedent's date of death: __ __ 16 500.00
Discount: 860.69
Interest Table
Year ~ Days Delinquent Balance Due
- ; this time period
- _
-- this year
-
Before 1981
- -
4 1982
- - - -- --
-_ -
- -
1983
X984 - - - ~ - - _ ~ --
1985
-_ -
-
-- -
~-
- -
- -- --
~ -
j
1987
-- _- --_
9
1
88 through 1991
--
--
-
'~, 1992 -__
1993 through 1994_ _~ _ _ _
1995 through 1998 ~
_ _
- --
1999 ~
_ -
-- --_
_
2000
_-_
~-
_
_ - - --
2001
- --
- - -
-
2002
- -_
_ _ -
2003
2004
~~ 2005
2006
- - _-
__ . - --__
TOTALS
Interest 'I
this period
_- - -~
~- - __
~_ -__ -
Penalty Calculation
If the decedents date of death was on or before March 31, 1993, insert the applicable amount:
Total Balance Due on January 17, 1996: ______
Penalty:
REV-1502 EX + (6-98)
scHEOV~E a
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JAMES H. GOODHART 21 09 0239
All real property owned solely or as a tenarrt in common must be reported at fair market value. Fair market value is defined as the price at which properly would be
exchanged between a willing buyer and a willing seller, neffher being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real ro which is ' in -owned with ' ht of survivorshi must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 1471 PINE ROAD, CARLISLE, PA 17013 94,000.00
[1/2 INTEREST -APPRAISAL ATTACHED]
2. MOUNTAIN LAND IN PENN TOWNSHIP, CUMBERLAND COUNTY, PA 27,153.00
21550 X 1.26 (CLR)
TOTAL (Also enter on line 1, Recapitulation) ~ S 121,153.00
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX + (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JAMES H. GOODHART 21 09 0239
All property jointly-owned with right of wrvhrorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. FRANKLIN TEMPLETON INVESTMENTS ACCT #102-2973912803 639.23
(SEE ATTACHED)
TOTAL (Also enter on line 2, Recapitulation) I S 639.23
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (8-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JAMES H. GOODHART 21 09 0239
Indude the prooaeds of litigation and the date Ule proceeds were received by the estate.
AN DroDerly iointlv-owned with riots of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. ORRSTOWN BANK ACCOUNT # 106003825 40.05
(SEE ATTACHED DOD LETTER]
2. 1948 PLYMOUTH COUPE -CAR PARTS 300.00
[SEE APPRAISAL ATTACHED]
3. 1987 CHEVROLET TRUCK 500.00
[SEE APPRAISAL ATTACHED]
4. 1970 HONDA TRAIL 70 MOTORCYCLE -BIKE PARTS 150.00
[SEE APPRAISAL ATTACHED]
5. 1997 VOLKSWAGON JETTA 950.00
[SEE APPRAISAL ATTACHED]
6. 1997 VOLKSWAGON JETTA 700.00
(SEE APPRAISAL ATTACHED]
7. HOME MADE 4X8 TRAILER 200.00
[SEE APPRAISAL ATTACHED]
8. 1989 HOME MADE 6 X 16 TRAILER 350.00
[SEE APPRAISAL ATTACHED]
9. GMC TRUCK -JUNK 150.00
[SEE APPRAISAL ATTACHED]
10. PA CENTRAL FEDERAL CREDIT UNION ACCOUNT # 35380-014 50.00
[SEE ATTACHED DOD LETTER]
TOTAL (Also enter on line 5, Recapitulation) I S ~ ion n~
(If more space ~ needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES Si
INHERRANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JAMES H. GOODHART 21 09 0239
Detrts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HOLLINGER FUNERAL HOME 8~ CREMATORY, INC. 2,719.01
2. LUNCHEON FOOD - L8~D CATERS 300.00
B.
1
2.
3.
4.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Sewrily Number(s)IEIN Number of Personal Representatae(s) _
Street Address
City State _
Year(s) Commission Paid:
Attorney Fees DUNCAN 8~ HARTMAN, PC
Fatuity Exemption: (If decedents address s not the same as daimanYs, attach explanation)
Claimant
Street Address
Cdy State _
Relatanship of Claimant to Decedent
Probate Fees REGISTER OF WILLS
5 Ao~untanYs Fees
6. Tau Return Preparers Fees
7.
8.
9.
10
CUMBERLAND LAW JOURNAL -LEGAL NOTICE 75.00
THE NEWS-CHRONICLE CO. -LEGAL NOTICE 80.00
HELD IN RESERVE 250.00
FILING FEE 15.00
TOTAL (Also enter on line 9, Recapitulation) ~ _
Zip
2,000.00
Zip
(If more space is needed, insert additbnal sheets of the same size)
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8r LIENS
ESTATE OF FILE NUMBER
JAMES H. GOODHART 21 09 0239
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. HERSHEY MEDICAL CENTER
2. (HERSHEY MEDICAL CENTER
3. (YELLOW BREECHES EMS
4. IDR. ALLYN PERKINS
5. AREAL ESTATE APPRAISAL FEE - 1471 PINE ROAD, CARLISLE, PA 17013
TOTAL (Also enter on line 10, Recapitulation) I 3
(If more space is needed, insert additional sheets of the same size)
350.00
50.00
195.86
71.00
275.00
941.86
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
ESTATE OF
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
JAMES H. GOODHART 21 09 0239
This schedule must be completed and filedrf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
inauoeniewweoFnierniws~,n~~armnnaruxiarooECEOENr~wo
TMEOnrEOFrn~ws~R.anncHacrorroFrrieoEmFataFxESrn~.
DATE OF DEATH
VALUE OF ASSET
960FDECD'S
INTEREST
EXCLUSION
~iFr~icn~.~
TAXABLE
VALUE
1. KEYSTONE DIST. COUNCIL OF CARPENTERS PENSION 12,925.00 100. 0.00 12,925.00
BENEFICIARY: SUSAN I. HOUGHTON
2. RAYMOND JAMES RETIREMENT ACCT.60731509 5,654.81 100. 5,654.81
BENEFICIARY: SUSAN I. HOUGHTON
3. PNC GREATER PA. CARPENTERS ANNUITY FUND 1,421.60 100. 1,421.60
BENEFICIARY: DARRELL GOODHART
TOTAL (Also enter on line 7 Recapitulation) ~ S 20,001.41
(If more space is needed. insert additional sheets of the same size)
REV-1513 EX +(9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
JAMES H . GOODHART 21 09 0239
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustees) OF ESTATE
I TAXABLE DISTRIBUTIONS [ndude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. DARRELL D. GOODHART Sibling 120,223.01
69 E. MAIN STREET
WALNUT BOTTOM, PA 17266
2. SUSAN I. HOUGHTON Collateral 18,579.81
1471 PINE ROAD
CARLISLE, PA 17015
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S
(It more space is needed, insert additional sheets of the same size)
;~ `
jj, ,, i
f. ~ Y
~~
7 r '~
t ~~
:~ 4
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:~ ,
APPRAISAL OF REAL PROPERTY
LOCATED AT:
1471 Pine Road
Deed Book 200737222
Carlisle, PA 17013
FOR:
The Estate of James Goodhart
AS OF:
February 7, 2009
BY:
Susan B. Burkholder
State Certified Residential Appraiser
This appraisal was completed for inheritance tax purposes.
Summary Format
Form GA1 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
FariYlielVlae Diversified Appraisal Services
Desktop Underwriter Quantitative Analysis Appraisal Report File No. 041409G
THIS SUMMARY APPRAISAL REPORT IS INTENDED FOR USE BY THE LENDER/CLIENT FOR A MORTGAGE FINANCE TRANSACTION ONLY.
Pro ert Address 1471 Pine Road Cit Carlisle State PA Zi Code 17013
Le al Descri lion Deed Book 200737222 Coun Cumberland
Assessor's Parcel No. 31-12-0334-025 Tax Year 2009 R.E. Taxes 2,595.57 S ecial Assessments n.a.
.. Borrower n.a. Current Owner Goodhart & Hou hton Occu ant Owner Tenant Vacant
Nei hborhnod or Pro ect Name n.a. Pro'ect T e PUD Condominium HOA $ Mo.
Sales Price $ n.a. Date of Sale n.a. Descri tion $ amount of loan char es/concessions to be aid b seller n.a.
Pro ert ri hts a raised Fee Sim fe Leasehold Ma Reference 12-0334 Census Tract 127
N te: Ra a nd the racial om o ition of the n ' h orhoo are not a rai al fa ors.
Location ^Urban ^Suburban ®Rural
Built up ^ Over 75% ®25-75% ^ Under 25%
Growth rate Ra id Stable Slow Property values ^Increasing ®Stable ^Declining
Demand7supply ^ Shorta e
g ®In balance ^ Over supply
Marketin time Under 3 mos. 3-6 mos. Over fi mos. singlefamilynousing
PRICE AGE
$(000) (yrs)
100 Low New Condominiumhousinfl
PRICE (it applic.) AGE
$(000) (yrs)
Low
Neighborhood boundaries The sub'ect nei hborhood is bordered b Pine Road, Cold S rin s Road, Pine Grove 500 Hi h 250 Hi h
Furnace and Centerville Road. j Predominant L_ _ (Predominant .
200 50
Dimensions Irregular Site area 3.33 acres Shape Irrepular
Specific zoning classification and description Agricultural
Zoning compliance ®Legal ^ Legal nonconforming (Grandfathered use) ^ Illegal, attach description ^ No zoning
Highest and best use of subject property as improved (or as proposed per plans and speciflcatians): ®Present use ^ Other use, attach description.
Utilities Public Other Public Other Off-site Improvements Type Public Private
Electricity ® Water ^ Well Street Macadam ® ^
Gas n.a. Sanita sewer On site Alle None
Are there an a arent adverse site conditions easements encroachments s ecial assessments slide areas etc. ? Yes No If Yes attach descri lion.
Source(s) used for physical characteristics of property: Interior and extedor inspection Exterior inspection from street Previous appraisal files
MLS Assessment and tax records Prior ins ection Pro ert owner Other Describe
No. of Stories 1 T e Det./Att. Dtchd Exterior Walls Vin I sidin Roof Surface Stlin les Manufactured Housin Yes No
Does the roe enerall conform to the nei hborhood in terms of s le condition and constmction materials? Yes No If No attach descd tion.
Are there any apparent physical deficiencies or conditions that would affect the soundness or structural integrity of the improvements or the livability of the property?
Yes No If Yes attach descri lion.
Are there any apparent adverse environmental conditions (hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of
the subject property? ^ Yes ®No If Yes, attach description.
I researched the subject market area far comparable listings and sales that are the most similar and proximate to the subject property.
My research revealed a total of 3 sales ranging in sales price from $ 155,000 to $ 225,000
My research revealed a total of listings ranging in list price from $ to $
The anarysis of the com arable sales below reflects market reaction to significant variations between the sales and the subject property.
FEATURE SUBJECT SALE1 SALE 2 SALE 3
1471 Pine Road
Address Carlisle _
~ 1463 Pine Road
Carlisle 353 Kerns Road
Carlilse 100 Lawrence Lane
Carlisle
Proximi to Sub ect _ 0.01 miles
.-~ 7.23 miles 5.87 miles
Sales Price 225.000 21n.Ono 155 000
Pric Gross Livi Area +' 129.01 ~ 131.50 ~ 117.78 ~
Data & Verification Sources
Courthouse - - - -
Courthouse/MLS/Files
Courthouse
VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION + - $ Ad'ust. DESCRIPTION + - $ Ad'ust. DESCRIPTION + - $ Ad'ust.
Sales or financing
Concessions
_ _ Closing cost -9,600
Conventional None known
Conventional ~ Closing cost -5,000
FHA
Date of Safe ime ___ ___ 7-17-08 4-21-OS 3-31-09
Location Avera a Similar S erior -21 000 Su erior -7,800
Site 3.33 acres 4 acres -3 400 5.85 acres -12 600 1.87 acres -7 300
View Avera a Similar Similar Similar
Desi n S le Ranch Similar Ranch Ranch
Actual A e rs. 17 ears 31 ears 20 ears 35 ears
_ Condition Av to ood/V nl Similar(Brick
-15 000 SirnlStoneNin I -5,_OOn_ Similar/BrcklAlum i -2 000
Above Grade Total iBdrmsl Baths _
Total lBdrmsi Baths _ Total iBdrmsl Baths Total !Bdrmsi Baths
Room Count
7 3 2
d~ 2~ 1 +8,000 _ _ __,
5 i 3 i 2.5 +3,000 _ _ _
6 i 3 I 1 +4
000
Grass Livin Area 1,806 S . Ft. 1,744 S . Ft. ~, 1,597 S . Ft. +6,300 ,
1,316 S . Ft. +14,700
Basement & Finished
_ Rooms Bebw Grade Full bsmt
90°!o d ailed Full bsmt
100°I finished -5,000 Full bsmt
None +5 000 Full bsmt
None ~ +5,000
Gana a Car art 40' X 60' tit ar 2-car tit 2 1-cr r ~ 1-car alt-l-ct bit in ~ +10 000 2-car ara a +10 000
Porch, Ir deck Porch, 2 decks Porch, deck +2 000 Porch, atio -2,000
Coal stove Fire lace 2 sheds ~ -4 000 Barn rnhse -10 000 Fire lace
- Net Ad . total ^ + - 29 000 + - 22,300 (~+ - 9,600
Adjusted Sales Price
of Comparables
__ _ T1et 12,9~0i°
Gross 20
'9 % $ 196,000 Net TO-6 %
Gross 35,7 Y $ 187,700 :.Net 6.2
Gross 37.3 %
$ 164
600
Date of Prior Sale 9-25-07 _
2-5-89 _
7-30-99 ,
6-27-90
Price of Prior Sale $ 140,000 $ 1.0 $ 129,900 $ 75,000
Analysis of any current agreement of sale, option, or listing of the subject property and anaysis of the prior sales of subject and comparables: No safe has taken lace in
the ast three ears for the sub'ect ro ert or the com arables in the ast ear.
Summary of sales comparison and value conclusion: The Costa roach was not considered since this is not new construction or the Income a roach
due to the fact this is an owner occu fed sin le famil dwellin .The Sales Com orison a roach is the best a roach for this t e of ro ert .
Sale number 2 was iven the most consideration since it is similar in size and room count.
This appraisal is made ®"as-is", ^ subject to completion per plans and specifications on the basis of a hypothetical condition that the improvements have been completed, or
^ subject to the following repairs, alterations or conditions Appraised in current condition
BASED ON AN ^ EXTERIOR INSPECTION FROM THE STREET OR AN ~ INTERIOR AND EXTERIOR INSPECTION, I ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL
PROPERTYTHATISTHESUBJECTOFTHISREPORTT08E$ 188,006 ,AS OF February? 2009
PAGE 1 OF 3 Fannie Mae Form 2055 9-96
Farm 205 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMOOE
Desktop Underwriter Quantitative Analysis Annraisa! Report ~:,_ ~_ ~~
Project Information for PUDs (It applicable) - - Is the developer/builder in control of the Horne Owners' Association (HDA)? ^ Yes ^ No V
Provide the following information far PUDs only if the developer/builder is in control of the HOA and the subject properly is an attached dwelling unit:
Total number of phases Total rnrmber of units Total number of units sold _
Total number of units rented Total number of units for sale Data Source(s)
Was the project created by the conversion of existing buildings into a PUD? ^ Yes ^ No If yes, date of conversion:
_ Does the project contain any multi-dwelling units? ^ Yes ^ No Data Source:
Are the common elements completed? ^ Yes ^ No If No, describe status of completion:
Are any common elements leased to or by the Home Owners' Association? ^ Yes ^ No If yes, attach addendum describing rental terms and options.
Describe common elements and recreational facilities:
Project Information far Condominiums (If applicable) - - Is the developer(builder incontrol of the Home Owners' Association (HOA)? ^ Yes ^ No
Provide the following information for all Condominium Projects:
Total number of phases Total number of units Total number of units sold
Total number of units rented Total number of units for sale Data Source(s)
Was the project created by the conversion of existing buildings into a condominium? ^ Yes ^ IJe If yes, date of conversion:
Project Type: ^ Primary Residence ^ Second Home or Recreational ^ Row or Townhouse ^ Garden ^ Midrise ^ Highrise ^
Condition of the project, quality of construction, unit mix, etc.:
Are the common elements completed? ^ Yes ^ No Ii No, describe status of completiom
Are any common elements leased to or by the Home Owners' Association? ^ Yes ^ No If yes, attach addendum describing rental terms and options.
Describe common elements and recreational facilities:
PURPOSE OF APPRAISAL: The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report based on a
quantitative sales comparison analysis for use in a mortgage finance transaction.
DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all
conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue
stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer
under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting
in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made
in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideratlon
for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the sale.
* Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those
costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the
seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable
property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or
transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar
amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgment.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions:
1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes
that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the
basis of it being under responsible ownership.
2. The appraiser has provided any required sketch in the appraisal report to show approximate dimensions of the improvements and the sketch
is included only to assist the reader of the repoR in visualizing the property and understanding the appraiser's determination of its size.
3. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific
arrangements to do so have been made beforehand.
4. The appraiser has noted in the appraisal repoR any adverse conditions (such as, but not limited to, needed repairs, the presence of hazardous
wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during
the normal research involved in pertorming the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge
of any hidden ar unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous
wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and
makes no guarantees or warranties, expressed or implied, regarding the condition of the property. The appraiser will not be
responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions
exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal repoR must not be considered
as an environmental assessment of the property.
5. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal repoR from sources that he or she considers to be
reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by
other parties.
6. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice.
7. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal repoR can distribute the appraisal
report (including conclusions about the property value, the appraiser's identity and professional designations, and references
to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower;
the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or
federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of
Columbia; except that the lender/client may distribute the repoR to data collection or reporting service(s) without having to obtain the
appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be
conveyed by anyone to the public through advertising, public relations, news, sales, or other media.
8. The appraiser has based his or her appraisal repoR and valuation conclusion for an appraisal that is subject to completion per plans and specifications on
on the basis of a hypothetical condition thatthe improvements have been completed.
9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion, repairs, or alterations on the
assumption that completion of the improvements will be performed in a workmanlike manner.
PAGE 2 OF 3 Fannie Mae Form 2055 9-96
farm 205 - "TOTAL for Windows" appraisal software by a la mode, inc. - t-800-ALAMODE
Desktop Underwriter quanntatrve Analysis Appraisal Report File No. 041409G
APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that:
1. I performed this appraisal by (1) personally inspecting from the street the subject property and neighborhood and each of the
comparable sales (unless I have otherwise indicated in this report that I also inspected the interior of the subject property); (2) collecting, confirming,
and analyzing data from reliable public and/or private sources; and (3) reporting the results of my inspection and analysis in this summary appraisal
report. I further certify that I have adequate information about the physical characteristics of the subject property and the comparable sales to develop
this appraisal.
2. I have researched and analyzed the comparable sales and offerings/listings in the subject market area and have reported the
comparable sales in this report that are the best available for the subject property. I further certify that adequate
comparable market data exists in the general market area to develop a reliable sales comparison analysis for the subject property.
3. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in
the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on
the subject site, or on any site within the immediate vicinity of the subject property of which I am aware, have considered these adverse
conditions in my analysis of the property value to the extent that l had market evidence to support them, and have commented about the effect of
the adverse conditions on the marketability of the subject property. I have not knowingly withheld any significant information from the appraisal
report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct.
4. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are
subject only to the contingent and limiting conditions specified in this form.
5. I have no present or prospective interest in the property that is the subject of this report, and I have no present or prospective personal
interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the
estimate of market value in the appraisal report on the race, color, religion, sex, age, marital status, handicap, familial status, or national
origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties
in the vicinity of the subject property or on any other basis prohibited bylaw.
6. { have no present or contemplated future interest in the subject property, and neither my current or future employment nor my
compensation for performing this appraisal is contingent on the appraised value of the property.
7. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the
amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my
Compensation and(or employment for performing the appraisal. 1 did not base the appraisal report on a requested minimum valuation,
a specific valuation, or the need to approve a specific mortgage loan.
8. I estimated the market value of the real property that is the subject of this report based on the sales comparison approach to value. I
further certify that I considered the cost and income approaches to value, but, through mutual agreement with the client, did not develop them, unless
I have noted otherwise in [his report.
9. I performed this appraisal as a limited appraisal, subject to the Departure Provision of the Uniform Standards of Professional Appraisal
Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of
the effective date of the appraisal (unless I have otherwise indicated in this report that the appraisal is a complete appraisal, in which
case, the Departure Provision does not apply).
10. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value.
The exposure time associated with the estimate of market value for the subject property is consistent with the marketing time noted
in the Neighborhood section of this report. The marketing period concluded for the subject property at the estimated market value is
also consistent with the marketing time noted in the Neighborhood section.
11. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. I
further certify that no one provided significant professional assistance to me in the development of this appraisal.
SUPERVISORY APPRAISER'SCERTIFIGATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that:
I directly supervise the appraiser who prepared the appraisal report, have examined the appraisal report for compliance with the Uniform Standards
of Professional Appraisal Practice, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's
certifications numbered 5 through 7 above, and am taking full responsibility forthe appraisal and the appraisal report.
APPRAISER: SUPERVISORY APPRAISER (ONLY IF REQUIRED):
Signature: ~~M~~bee~ Signature: ^_
Name: Susan B. Burkholder Name:
Company Name: Diversified Appraisal Services Company Name:
Company Address: 35 E. High Street, Ste 101,Carlisle PA 17013 Company Address:
Date of ReporUSignature: April 15, 2009 Date of ReporbSignature:
State Certification #: RL-000659-L State Certification #:
or State License #: or State License #:
State: PA State:
Expiration Date of Certification or License: June 30, 2009 Expiration Date of Certification or License:
ADDRESS OF PROPERTY APPRAISED:
1471 Pine Road SUPERVISORY APPRAISER:
Carlisle PA 17013
SUBJECT PROPERTY
APPRAISED VALUE OF SUBJECT PROPERTY $ 1 aa,ooo ^ Did not inspect subject property
EFFECTIVE DATE OF APPRAISAL/INSPECTION February 7, 2009 ^ Did inspect exterior of subject property from street
^ Did inspect interior and exterior of subject property
LENDER/CLIENT:
Name: COMPARABLE SALES
Company Name: The Estate of James Goodhart
Company Address:
^ Did not inspect exterior of comparable sales from street
^ Did inspect exterior of comparable sales from street
PAVE 3 DF 3 Fannie Mae Form 2055 9-96
Form 205 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
Sufaulemental Addendum File Nn nn~nnor_
Borrower/Client n.a.
Property Address 1471 Pine Road
Ci Carlisle COUn Cumberland State PA 2i Cade 17013
Lender The Estate of James Goodhart
Additional Comments:
The subject is older than five years old. All mechanical systems including heating, electrical and plumbing systems appear to be
working adequately. No warranties are implied in this statement.
The subject property has an on site well and septic system. This is common for the area and have no adverse impact upon the
marketability or the home.
One or more of the comparable sales are older than six months old. Although there are comparable properties in the subject's
area, none have sold recently, therefore, sales in excess of six months old have to be used. All three comparables used were
the best available.
Although there are other similar home in the subject's neighborhood, none have sold recently. Therefore is was necessary to use
sales further than one mile from the subject property. The sales used are the best available.
Gross adjustments exceed 25 % and net adjustments exceed 15 % for one or more of the comparable sales. Although there are
other similar homes in the area, none have sold recently. The sales used are the best available.
This report has been electronically prepared and transmitted in compliance with USPAP guidelines which includes verification of
the complete transfer and delivery, digitally protected signatures and adequate security measures in place to protect data
transmitted by appraiser.
Scope of Work:
Scope of work is defined in the Uniform Standards of Professional Practice as being "the type and extent of research and
analyses in an assignment." This includes the degree and extent of research and the data that is deemed as necessary to
develop a credible opinion of value for the property being appraised.
Privacy Notice:
Pursuant to the Gramm-Leach-Billey Act of 1999, effective July 1, 2001, appraisers, along with all providers of personal financial
services are now required by federal law to inform their clients of the policies of the firm with regard to the privacy of the client
nonpublic personal information. As professionals, we understand that your privacy is very important to you and are pleased to
provide you with this information.
In the course of pertorming appraisal, we may collect what is known as "nonpublic personal information" about you. This
information is used to facilitate the services that we provide to you and may include the information provided to us by you
directly or received by us from others with your authorization.
We do not disclose any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated
third parties, except as necessary or as required by law. By way of example, a necessary disclosure would be to our independent
contractors, and in certain situations, to unrelated third party consultants who need to know that information tc assist us in
providing appraisal services to you. All independent contractors and any third party consultants we engage are informed that any
information they see as part of an appraisal is to be maintained in strict confidence within the firm. A disclosure required by law
would be a disclosure by us that is ordered by a court of competent jurisdiction with regard to a legal action to which you are
party.
We will retain records relating to professional services that we have provided to you for a reasonable time so that we are better
able to assist you with your needs. In order to protect your nonpublic personal information for unauthorized access by third
parties, we maintain physical, electronic and procedural safeguards that comply with our professional standards insure the
security and integrity of your information.
Signature ~~, v,,s,~~"
Name Susan B. Burkholder
Date Signed April 15 2009
State Certification # RL-000659-L State
Or State License # State
Signature
Name
Date Signed
State Certification #
Or State License #
State
State
Diversified Appraisal Services
Farm TADD2 - "TOTAL for Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE
Building Sketch {Page - 1)
Borrower/Client n.a.
Pro a Address 1471 Pine Road
Cit Carlisle Coun Cumberland State PA Zi Code 17013
Lender The Estate of James Goodhart
52.0'
35.0'
35.0'
30.0' 15.0'
SKETCH CALCULATIONS
A1:30.Ox2.0= 60.0
^z A2 : 52.0 x 33.0 = 1716.0
A3:15.Ox2.0= 30.0
First Floor 1806.0
Total Living Area 1806.0
Form SKT.BItlSkI - "TOTAL for Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE
Location Map
Borrower/Client n.a.
Pro ert Address 1471 Pine Road
Cit Carlisle Coun Cumberland State PA Zi Cade 17013
Lender The Estate of James Goodhart
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Form MAP.LOC - "TOTAL far Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE
Subject Photos
,orrower/Client n.a.
'ro ert Address 1471 Pine Road
it Carlisle Coun Cumberland State PA Zi Cade 17013
ender The Estate of James Goodhart
Subject Front
e~ ~ 1471 Pine Road
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Form PICPIX.TR - "TOTAL for Windows" appraisal software by a la made, inc. - 1-600-ALAMODE
Comparable 1
1463 Pine Road
Comparable 2
353 Kerrs Road
Comparable 3
100 Lawrence Lane
farm PICPIX.BR - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
Comparable Photo Paae
r
FROM:
Diversified Appraisal Services
35 E. High Street, Carlisle, PA 17013
Carlisle, PA 17013
Phone: (717)249-2758
Fax: (717)258-4701
Tax ID Number 206-36-6731
1NV01CE DATE REFERENCE
041409G Feb 7, 2009
T0:
The Estate of James Goodhart
DESCRIPTION AMOUNT
1471 Pine Road ~ 275.00
Carlisle, PA
(Goodhart)
SUBTOTAL 275A0
Rate % ADJUSTMENT
SUBTOTAL 275.00
Rate % ADJUSTMENT ,'
SUBTOTAL ~, 275.00
TOTAL $ 275.00
Diversified Appraisal Services
Form D2NIN - "TOTAL far Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
REV-1 B3 EX (698)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT Of REVENUE
BUIIEACI OF INDIYIGUAI TAXES
DEPT. 280603
REALTY TRANSFERt rAX
STATElmAENT OF 1iAL4lE
RECORDER'S USE ClNLY
HARRISBURG, PA 17128-0603 ~ See Reverse for Instructions Ioate Recorded
Complete each section and file in duplicate with Recorder of Deeds when (1) the full value/consideration is not set forth in the deed, (2) when the deer
is without consideration, or by giN, or ~3) a tax exemption is claimed. A Statement of Value is not required if the transfer is wholly exempt fs-om to:
based on: (1) family relationship or (2 public utility easement. If more space is needed attach additional sheet(s)
A CORRESPONDENT -All inquiries may be directed to the following oersnne
Nome Telephone Number:
Duncan & Hartman, P. C. Area Code ( 717 ) 249-7780
Street A dress City State Zip Cada
1 Irvine Row Carlisle PA 17013
g TRANSFER DATA ~~• a Acceptance of Document
Grantor(s)/Lessor(s) Grantee(s)/Lessee(s)
Estate of James N Goodhart Darrell D. Goodhart
Street Ad ress Street A ress
1 Irvine Roca ~ 1 ~ (-rlain S~Cefr~
City State Zip Code City State
n Zip Co e
Carlisle PA 17013 ~j~n,U{' ~Z~~+=M `Q1 ~a(Q(0
C PROPERTY LOCATION
Street A ress City, Townshipp.. Borouggh
South Side Prove Penn Township
County _ School District Tax Parcel Number
Cumberland Big Spring School Distric 31-13-•0110-016
D VALUATION DATA
I. Actual Cash Consideration 2. Other Consideration
1. Coun);1r1As~~ .Valve 5. Comipon.,L4ve Ratio
LL , lU1UU 1 Lb
X
E EXEMPTION DATA
lo. Amount of Exemption Claimed lb. Percentogo of Inten
/n„ o/_ 100
2. Check Appropriate Box Below for Exemption Claimed
~j James H Goodhart 21-09-0239
''tt'"' Will or intestate succession
(Noma of Decadsntl (Estate Fie Numbarj
^ Transfer to Industrial Development Agenty.
^ Transfer to a trust. (Attach complete copy of trust agreement identifying ail beneficiaries.)
^ Transfer between principal and agent. (Attach complete copy of agency/straw party agreement.)
^ Transfers to the Commonwealth, the United States and Instrumentalities by gift, dedication, condemnation or in lieu of condemnation.
(If condemnation or in lieu of condemnation, attach copy of resolution.)
^ Transfer from mortgagor to a holder of a mortgage in default. Mortgage Book Number ,Page Number
^ Corrective or confirmatory deed. (Attach complete copy of the prior deed being corrected or confirmed.)
^ Statutory corporate consolidation, merger or division. (Attach copy of articles.)
^ Other (Please explain exemption claimed, if other than listed above.)
Under penalties of law, l declare that 1 have examined this Statement, iecluding accompanying information, and to the best of my knowledge
and belief, it is true, correct and complete.
signature of [orrespondent or Respon ' le Party pots
c^_
AILURE TO COMPL E T FORM PROPERLY OR ATTACH APPLICABLE flC1CUMEWTOTtaN MeY aFCt n r IN Tue oernenenre Weer rew
~_ 27,153.00
TO RECORD THE DEED.
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FRANKLIN TEMPLETON
INVESTMENTS
MB 01 004486 34755 B 16 A
JAMES H GOODHART
C/0 SUSAN I HOUGHTON
1471 PINE RD
CARLISLE PA 17015-7923
(I~"1'~I~~I~II~I~~~I~I~~I~I~III~III~~~III~~III~~~~I~I~I~J„I~I'
Templeton World Fund -Class A
Fund-Account Number: 102-2910250811
Asset Summary Number: 02695720
Transaction Details
DATE TRANSACTION
06-02-09 BEGINNING BALANCE
06-01-09 TRANSFER TO 2973912803
Transaction Confirmation
June 2, 2009 Page 1 of 1
-- - __
Financial DAYTON, HAROLD
Advisor: INTERNATIONAL MONEY MANAGEMENT
1-301/808-5179
Customer franklintempieton.com
Service: Shareholder Services 1-800/632-2301
Mailing 100 Fountain Parkway
Address: PO Box 33030
St. Petersburg, FL 33733-8030
___ NASDA__ Symbol:_TEMWX
DOLLAR AMOUNT
$642.49
$639.23
Purchases can also be made online at frartkllntempletOft.COm.
Please make your check payable to:
Templeton World Fund -Class A
Fund-Account Number: 102-2910250811
Amount Enclosed:
SHARE PRICE SHARES TOTAL SHARES
54.356
__$11.76 _ 54.356__ __ 0.000
JAMES H GOODHART
C/0 SUSAN I HOUGHTON
1471 PINE RD
CARLISLE PA 17015-7923
FRANKLIN TEMPLETON INVESTMENTS
PO BOX 33030
ST. PETERSBURG FL 33733-8030
^ Check here and complete reverse side if changes are necessary for:
• Address • Distribution Options
~~~~~~Ilrlll~'ll~~~l"~I'~~III~III~~~II~~~IIIIII'~~~II~~~1~~~~111
001 000002910250811 102 100
-STOWNBANI~
A Tradition of Excellence
P.O. Box 250
o ORRS Shippensburg, PA 17257
Temp-Return Service Requested
~n~~~~n~~~~nnu~~~~~~~~u~~~~~nu~~~n~~~~n~~n~~~~u~~~
001958 0.4804 AV 0.324 TR00009
James H Goodhart
1471 Pine Rd
Carlisle PA 17015-7923
Building? .Buying? Remodeling?
We can help!
1.888.ORRSTOWN - orrstown.com
Date 3/25/09 Page 1
Primary Account 106003825
Enclosures
C HECK I N G A C C O U N T S
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Account Title James H Goodhart
50+ Interest Checking
~C.,....._... *?~~r.:ti^cr ~-Oti0n3825
Previous Balance 40.05
Deposits/Credits .00
Checks/Debits .00
Service Fee .00
Interest Paid .00
Current Balance 40.05
Overdraft item fees this statement period
Overdraft item fees year to date
Return item fees this statement period
Return item fees year to date
Check Safekeeping
statement Dates 2/26/09 thru 3/25/09
Days In The Statement Period 28
Average Ledger 40.05
Average Collected 40.05
00
00
00
00
Daily Balance Information
Date Balance
2/26 40.05
THANK YOU FOR BANKING WITH ORRSTOWN BANK
DeHart's Auction
Carlisle, PA 17013
Clyde E. DeHart, Jr.
A0003858-L
(717)713-7062
Estate Appraisal for James Goodhart
1471 Pine Rd
Carlisle, PA 17015
1. 1948 Piymoth Coupe, Basket case parts car
VIN#11982685 $300.00
2. 1970 Honda Trail 70 Motorcycle, parts bike
VIN#CT70165787 $150.00
3. 1987 Chevrolet Truck, 300,000 miles, rusty
VIN#1 GCEV14H5HF309842 $500.00
4. 1997 Volkswagon Jetta, 135,000 miles,
VIN#3VWRF81 H6VM078468 $950.00
5. 1997 Volkswagon Jetta, 205,OOOmiies
VIN#3VWRF81 H8VM082070 $700.00
6. Home Made 4X8 Trailer, rough
VIN#SW102383PA $200.00
7. 1989 Home Made 6X16 Trailer, rough
VIN#SW26445PA $350.00
8. GMC Truck, JUNK,
VIN#V4005PN 190482 150.00
TOTAL AMOUNT OF APPRAISAL
$3,300.00
................
. ~ .._.
Cly . DeHart, Jr.
i v KCrVK I tKKUKJ UK MAKt IN(lU1KItJ
ABOUT LOANS MARKED WITH AN • STATEMENT OF ACCOUNT
7JRITE TO:
PENNSYLVANIA CENTRAL FCU
959 EAST PARK DRIVE
HARRISBURG PA 17111-2810
N
1378
RETURN SERVICE REQUESTED pA Central
Toll Free 800-356-3675 FEDERAL CREDIT U N I O N
-- Fax 717-564-1503 www.pacentralfcu.com
~-
>00615 5755338 ^02 092119
~~ JAMES H GOODHART
~.~ 1471 PINE RD
~~ CARLISLE PA 17015-7923
TO REPORT ERRORS OR MAKE INQUIRIES ABOUT
"ELECTROMC FUNDS TRANSFERS" WRITE TO THE
ADDRESS AT LEFT OR CALL:
717/564-4661
125001BP 139_
ACCQIINTTVUMBEI~
35380-014
STATEMENT PER#OD
FRAM ~ TO
01-01-0~ 03-31-09
S4CFl~t- 5E IIO~.]R)TY NO;
S.S.N. SECURED
REF LOG PAC3E
1
PATE
TYPE OF ACCQUNT (TYPE OF TRANSACTION ANNUAL _ _
PERCENT- FINANCE FEES Q,R ~
LATE _ CNAAIGES
TO _ _
B14LAt+-GE
MOIDAYlY ~GE RATE CHARGE CNAECGE~S $AI
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014. SHARE ACCOUNT PREVIOUS BALANCE 437;37
011509. . WITHDRAWAL 381;37- 5000
03:3]A9 DIVIDEND 13 50:13
ANNUAL. PERCENTAGE YIELD EARNED I5 00.48
033109 ~ NEW BALANCE 5Q13
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S .13 REGULAR DIVIDENDS
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Q M&T Investment Group
Trust Employee Benefits Operations
P.O. Box 1596
Baltimore, MD. 21203
03i 04f 09
_ 10
SUSAN I HOUGHTON
1471 PINE ROAD
CARLISLE, PA 17015
~~. ~a3~®~ ~s~
1551174305
SUSAN I HOUGHTON
03!04!09
CURRENT
GROSS AMOUNT:
FEDERAL TAX WITHHELD:
STATE TAX WITHHELD:
OTHER AMOUNT:
DEATH BENEFIT
12,925.00
1,292.50
.00
.00
CHECK AMOUNT $""11,632.50
PELCHAPELCHK O1 DETACH 8~ RETAIN FOR YOUR RECORDS
KEYSTONE DISTRICT COUNCIL OF CARPENTERS
PENSIOi'1T FUND
1718 Heilmandale Road -Suite 400
Lebanon, PA 17046
(717) 273-3700
FAX (717) 273-6200
Re: Pre-Retirement Death Benefit -Non-Spousal Beneficiary
Dear MS . HOUGHTON ,
Under the provisions of the Keystone District Council of Carpenters Pension Plan, if a
participant dies prior to any distribution of benefits under the Plan, then his beneficiary is entitled
to aPre-Retirement Death Benefit.
Accordingly, as the designated beneficiary of Jars H. GooDHART
we have enclosed an Application for Pre-Retirement Death Benefit and a copy of the Special Tax
Notice Regarding Plan Payments.
• Sign and date the form where indicated and have it notarized.
• Mail the completed form back to the Pian Administrator.
If you have any questions, please contact this office.
Sincerely yours,
Diana Schaeffer
Plan Administrator
Enclosures
NON-SPOUSAL BENEFICIARY
APPLICATION FOR PRE-RETIREMENT DEATH BENEFIT
I. DECEASED PARTICIPANT INFORMATION
Name of Participant: JAMES H. GOODHART
Soc. Sec. No. 210-40-0637
Date of Retirement: 2/8/2009
Date of Birth:
97/29/1949
II. BENEFICIARY INFORMATION
Full Name of Beneficiary: suSAN, I . -HOUGHTON
Full Address: 147t PINE ROB CARLISLE, PA 17015
Soc. Sec. No. 1:8~-40-8668
Telephone No. 717-249-6350
Date of Death: 2 / 7 / 2009
Date of Birth: -Og44---
0P ?~ l~J•~~'
**WE ALSO REQUIRE A COPY OF YOUR SOCIAL SECURITY CARD**
III. DEATH BENEFIT
In accordance with the provisions of the Keystone District Council of Carpenters Pension Plan,
as the beneficiary of a deceased participant covered under the Plan, you are entitled to receive a
death benefit.
Proof of date of birth; date of death, acceptable to the Plan Administrator such as -birth
certificate, baptismal certificate, social security award, passport, death certificate, insurance
policies -must be submitted with this application.
IV. NON-SPOUSAL BENEFICIARY -LUMP SUM PAYMENT
In accordance with the provisions of the Keystone District Council of Carpenters Pension Plan,
as the beneficiary of a deceased participant covered under the Plan, you are entitled to receive a
lump-sum payment in the amount of $ 12 , 925.00
As the designated beneficiary (other than the surviving spouse or alternate payee), the lump sum
benefit is not an eligible rollover. It is, however, subject to income tax.
The federal government requires that you be given the opportunity to elect that income tax be
withheld from the distribution you receive from the Plan.
Tie lump-sum death benefit is subject to Federal income tax withholding rules. The amount to
withheld will depend upon what action you take. If you wish nothing withheld, check box 1.
If you wish to specify a certain percentage, check box 2. If you wish to withhold a flat 10%,
KEYSTONE DISTRICT COUNCIL OF CARPENTERS PENSION FUND
1718 Heilmaedale Road • Sudte 400 • Lebaaon, PA 17046
717 273-3700 • FAx 717-273200
RAYMOND JAMFS'
February 27 to March 31, 2009
Account # 64543646
TODD FOGELSANGER
Raymond James Financial Services, Inc.
RAYMOND JAMES FINANCIAL SVCS ~
1605 EAST MARKET STREET
YORK, PA 17403 (717) 243-8777
rjfscarlisle.com ^r,
Todd.Fogelsanger@RaymondJames.com ~
S
I~~~III~~~III~~~~~~II~I~I~I~~~II~I~~~~I~I~~II~I~~~I~~~III~~~II
SUSAN I HOUGHTON (BENE) IRA
RAYMOND JAMES & ASSOC INC CSDN
JAMES H GOODHART (DECD)
1471 PINE RD
Rio CARLISLE PA 17015-7923717
Raymond James Client Services
800-647-BERN (7378)
Monday -Friday 8 a.m. to 6 p.m. ET
Online Account Access
raymondjames.com/investoraccess
This Statement Year to Date
Value This Statement
~~.00
Last Statement
$0.00
Prior Year-End
$0.00
Beginning Balance $0.00 $0.00
Deposits $5,654.83 $5,654.83
Income $0.00 $0.00
Withdrawals $(5,654.83) $(5,654.83)
Expenses $C.00 $0.00
Change in Market Value $0.00 $0.00
Ending Balance $0.00 $0.00
.. - .•-
• No primary objective listed. Please contact your financial advisor to add a primary objective.
• Distributions Summary
2009 Distributions: $(5,654.83) [$0.00 state and $(565.49) federal withholding]
• Successor Primary Beneficiaries: No Primary Beneficiary listed -Please contact your financial advisor if you would like
to display your beneficiary designation
• The Worker, Retiree, and Employer Recovery Act of 2008 suspended the obligation to take a Required Minimum
Beneficiary Distribution for 2009. Accordingly, the Required Minimum Beneficiary Distribution summary information has
been removed from this statement.
Account carried by Raymond James & Associates, Inc ~ Member New York Stock Exchange/SIPC
Page 1 of 6
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