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Home My WebLink About01-0961 PETITION FOR PROBATE and GRANT OF LETTERS ~\-D\- ~f.D\ JEAN R. SHOVER Estate of also known as No. To: Register of Wills for the . Deceased. County of Cumberland in the Social Security No. 196-14-?/f03 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor in the last will of the above decedent, dated Augus t 29 , and codicil(s) dated None named , HtZQQL (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 518 Hoges town Road .. Silver Spring Township (Mechanicsburg 17050), PennsyJvania (list street, number and muncipality) Decendent, then 78 years of age, died September 24 , 119 2001 , at Carolyn Slain Hospice Residence. Harrisburg. Dauphin County, PenDRy1 vRnia, Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: None Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa;) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: (1) 518 Hogestown Road , Silver County, Pennsylvania (residence); (2) Tract of County, PennsylvaniR (rprrp~~inn rp~irlpnrp) $ Unestimated $ $ $ Unestimated Spring Township.. Cumberland land with rRhin in 11m; ~~~ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.La.; administration d.b.n.c.t.a.) theron. ,e l!) u c: l!) :g~ rIl_ l!) ..... oq~ -00 C:.= ~..= 3~ l!),- ~o (;i s::: OIl U3 J. Shover r 55 Concord Road Mechanicsburg.. PA l705~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I S""' COUNTY OF CUMBERLAND J :s The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petifoner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly a . 1 ter the estate according to law. V':l ~. :::s l:::l ...... ;:: ~ ~ \(- \6-4 No. 21 - 01 "- 961 Estate of JEAN R. SHOVER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW Oc tober 18 m; 2001 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated AUQ:ust 29.. 2001 described therein be admitted to probate and filed of record as the last will of Jean R. Shover and Letters Testamentary are hereby granted to Cory J.. Shover FEES By: 44 West '\T1PNNStt~U~tCt. I.b. No.) Mechanicsburg, FA 17055-0318 ADDRESS $ BO.OO $ 15.00 $ $ 3.00 5.00 TOTAL - $ 103.00 Filed .. P.GT9~.E.~ . J ~.,. . ?9P.1. . . . . . . . . . . . . . Probate, Letters, Etc. ......... Short Certificates( 5) . . . . . . . . . . Renunciation ................ X-Page'-; JCP (717)697-8528 PHONE Mailed letters to attorney on 10-18-01 Hl()c;ROc; RJ,V fliRt; This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local ~egistrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7691225 No. -{M-l~ Ij~ A.F'1 Local Registrar Jtk~ 02f d-(j 0 I Date NAME Of DECEDENT If~SI ...odOi8~- -..-.----- COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH HI 0.. '4.3 R.. 2187 iYPflPRINT IN PEIlMANENT Bl.ACK INK Jean R. Shover SEX 2. Female AGE (la.. eor1ll<lavl UNDER 1 YEAR ........... Oaya IIlRTHPLACE 'C'Y ....cI Stale Of fct""l" C""""Yl 78 YIS. Harrisburg: . 5. . COUNTY OF OEArH . 9.... $If", iioc:J runbet'1 .. Dauphin .... DECEDENT'S USUAl OCCUPRIOH t~_~~:..a::~~:'i' 11.. Homemaker Itll. DECEDENT'S UAlLING ADDAESS ($h... ColylTown. ~. z., COOlII Own Home Wl\S DECEDENT EVER IN u.S. ARMEDfORCES1 YaaD ~ 12. 13. Pennsylvania DECEDENT'S ACTUAl 518 Hogestown Road RESIDENCE Mechanicsburg, Pennsylvania 17050 ~:::;- .a- fRHER'S NAME (F.... ........ LaSlI 11.. $1_ STAlE FILE NUMBER SOCIAL SECURITY NU_R 3. 196 - 14 OAT E OF lJEATH ""cno/l. Day. _, e. September 24, 2001 =..,10 RACE . _an _n.lIleck. WIle.. elC. (Specolyl White MNlITAl STArOS . .......- Ne_Men_,_. Oiwrced (Specolyj Widowed 17clO ....__in Silver Spring Twp SURVIVING SPOuSE I'-.~--I 1111. Did - --... Cumberland ........7 17..0 :;..-==:::'" MOTHEIl'S NAME IF.... _. M_ Suf_1 ,..,.-.. .a. 1Nf000000T'S NAME (T ypelPron<) Frank Kerstetter ..... Cory J. Shover 'a. Augusta Hartz ORMAHT'SMAlUHOAOORESS $....~, -.l'.,CodeI at. 1355 Concord Road Mechanicsbur , Pa. 17050 Pl..ACE OF lllSPOSITlON. Heme oIc.-.y. Ct....-y LOCRlON . ~ Stae. ZipCclde Of Otheo PIa<:. Indiantown Gap National a UI en " en . ~ 21., LICENSE NUMBEIl FD-014318-L 24. -3:45 P.M. M. 25. September 24, 2001 27. MAT I: En.., lhe diuaM', InlW'lM 01 compkallON which caUMd lhe death. 00 no. enter the mode of dying, StJCft u catdW:: or tespitalOfy ..".se, shocll. 01 heatt f...,. llSl only one causa on ead\"" ~ ;S t z: J'., '11Z1IdJ!t hi ~U""j (~(i-; IliLl1tL DUE to lOR AS ACONSEOUENtE OF)' I : DUE to toR AS A CONSEOUENCE OF): DUE toCOA AS A CONSEOUE NCE OF) "" ~ WERE AUtoPSY FtHOINGS MANNER OF DEATH DATE OF INJURY MAlLA8LE PAlOA to (Llon... Day. _. ION OF CAUSE Hal.... lQ Homoc:ide 0 OF DEATH? - 0 Pending Invnt~'lOn 0 V.. 0 No D Suocide 0 Could not be det.rmfOOd 0 -- ~ -- 2.... :n.. c;an-1F1ER IC~8d< 0f1Iy one) -CERTIFYING' PHVSIClAH CPh';SlCtan ce.IltyWlq cause~ death when ~f\OIher onVSlCaaIl h,ills PfOf'lOUllCed deach ana ccm~ed Itetn 23) Te... _ 0' AI. ~IeclQe, de.... __ _..... ..uMC.llnd ......"., II ."'ed. . . . . . . . . ~ 8 ~ a o UI ~ Z .rfllONOUNCING AND ct.ATIf"YINQ PHYSICIAN (Ph~ bod'l j.)IonOUCX:1f\g tle'dIh and Ceftlfyll1gl0 cause of dealh' To the beeI of Ifty knowledge, de.. OCCUfred a'''' Mme, dat., and place. and due to the cause(a) and manne, .. ....led .MEDICAL E1UUIINERlCOftONER On the be... of ...minatton andJOI.nv.....bon. in my optnion. death occurred II the Urn.. date,..nd place. and due to the CAUse,.) Ind menner a. ..a."".. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ........ ).. LXIi QII a.l Annville, Pennsylvania 17003 ,Pa 17055 H- . Approaimat. I.... .....n :--- I : ~ . ,,(.. PART .; OIIIer~__inV"'_.llul .....-.g in _ -.p.g~ giwM illPAIIT I TIME OF INJURY INJURY R WORK7 DESCRIBE HOW INJURY OCCURRED. ... 0 NoD ~ 3-0. I . LAST WILL AND TESTAMENT I, JEAN R. SHOVER, of the Township of Silver Spring, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor or Executors, as the case may be, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, in equal shares unto my three (3) sons, namely, CORY J. SHOVER, JODY S. SHOVER and CRAIG F. SHOVER, share and share alike, absolutely and in fee simple. If any of my said sons should predecease me, I order and direct that the foregoing share attributable to such deceased son shall be distributed unto his issue per stirpes by representation and not per capita. LASTLY. I nominate, constitute and appoint my son, namely, CORY J. SHOVER, to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my sons, namely, JODY S. SHOVER and CRAIG F. SHOVER, to be the Executors hereof, each and all to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, 1, rTEAN R. SHO,\TER. havt~ hereunto sc~t my hand and seal to this my Last Will and Testament, which consists of two (2) typewritten LAW OFFICES SNELBAKER. BRENNEMAN Be SPARE pages to which I have affixed my signature this 29th day of August, A.D. Two Thousand One (2001). -d z. ~ R. ~'ln1f1J W Jean R. Shover (SEAL) " ~ ~ . The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by JEAN R. SHOVER, the Testatrix therein named, as and for her Last Will and Testame in the presence of us, who, at her request, in her presence and in the presenc of ac ve subscribed our names as witnesses hereto. ~g.~~ COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) We, JEAN R. SHOVER, RICHARD C. SNELBAKER and JANE J. COONEY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his or her knowledge, the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~. (}/Y) \Q ~ ~1r1~ l) in I Testatrix ~~ 1 ness ~a.~ . Wit ess r Subscribed, sworn to and acknowledged before me by JEAN R. SHOVER, the Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANE J. COONEY, the witnesses, this 29th day of August, 2001. ~~~l~ LAW OFFICES SNELBAKER. BRENNEMAN Be SPARE -2- Notar1II Seal ~ L. 7u.oh. Notary PublIc ~ ~~ CumberlandCount)' My : n Exptres Nov. 24, 2003 of CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Jean R. Shover, Deceased Date of Death: September 24, 2001 No. 2001-00961 PA No. 2101-0961 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about October 19, 2001: Name Address Cory J. Shover 1355 Concord Road Mechanicsburg, P A 17050 lady S. Shover 31 North Conley Lane Etters, PA 17319 Craig F. Shover 24 Bill Duggan Drive Etters, P A 17319 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE. Date: October 19, 2001 . ard C. Snelbaker 44 West Main Street Mechanicsburg, P A 17055-0318 (717) 697-8528 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SNELBAKER BRENNEMAN SPARE PC 44 WEST MAIN STREET MECHANICSBURG, PA 17055 __n_n_ fold ESTATE INFORMATION: SSN: 196-14-2403 FILE NUMBER: 21 - 2001 - 0961 DECEDENT NAME: SHOVER JEAN R DA TE OF PAYMENT: 12/20/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/24/2001 NO. CD 000666 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,800.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CORY J SHOVER C/O SNELBAKER BRENNEMAN SPARE PC CHECK# 111 SEAL INITIALS: SK RECEIVED BY: $3,800.00 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SNELBAKER BRENNEMAN SPARE PC 44 WEST MAIN STREET MECHANICSBURG, PA 17055 -------- fold EST A TE INFORMATION: I SSN: 196-14-2403 FILE NUMBER: 21 - 2001 - 0961 DECEDENT NAME: SHOVER JEAN R DA TE OF PAYMENT: 12/20/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/24/2001 NO. CD 000665 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,400.00 I I I I I I I I TOTAL AMOUNT PAID: $1,400.00 REMARKS: CORY J SHOVER SNELBAKER BRENNEMAN & SPARE PC CHECK# 101 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SNELBAKER RICHARD C 44 W MAIN STREET MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 196-14-2403 FILE NUMBER: 2101-0961 DECEDENT NAME: SHOVER JEAN R DATE OF PAYMENT: 09/26/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/24/2001 NO. CD 001658 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $177.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RICHARD C SNELBAKER ESQUIRE CHECK#104 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $177.00 MARY C. LEWIS REGISTER OF WILLS / ,. P':EV-1!'jO EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 \', IF) lj DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0961 COUNTY COD E YEAR NUMBER DECEDENT'S ~iAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Shover, Jean R. 196-14-2403 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 09/24/01 12/26/1922 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK r Original Return ~2 Supplemental Return B (date 01 death priorto 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death alter 12-12-B2) PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach a copy of Trust) BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election to tax un der Sec. 9113(A) 12-31-91 and 1-1-95) (Attach Sch 0) fffi~$~ijMQ$jiji$q~@j~ij;AijLppijijg$#Q.~~PQijj::lpgllttiAt.itAXmFQRMAtfq~$H.QqUi$gQtfj$qr~ptQ; NAME COMPLETE MAILING ADDRESS COR- Richard C. Snelbaker 44 West Main Street RE- FIRM NAME (If Applicable) Mechanicsburg, PA 17055 SPON DENT Snelbaker, Brenneman & Spare, P.C. TELEPHONE NUMBER 717-697-8528 111,500~00 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1 ) 2. Stocks and Bonds (Schedule B) (2) 7,386.82 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 1,434.50 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested (6) 6,570.79 RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) 3,615.10 8. Total Gross Assets (total Lines 1-7) (8) 130,507.21 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 5,240.60 10. Debts of Decedent, Mortgage Liabilities, 8. Liens (Schedule I) (10) None 11. Total Deductions (total Lines 9 & 10) (11 ) 5,240.60 12. Net Value of Estate (Line 8 minus Line 11) (12) 125,266.61 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 125,266.61 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 (15) 125,266.61 - 5,637.00 TAX 16. Amount of Line 14 taxable at lineal rate X .0 45 (16) 0.00 - 0.00 COMPU- 17. Amount of Line 14 taxable at sibling rate X .12 (17) TATION 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 5,637.00 20. a [qj;e.Kf\~..i~:vQ.ij:~~:ij~Ue:$tlf$.Aij~ijp..Q#.A$.:&~R~i~tft.'1 .. . ............. ....................................))(:..(.i@eJ;:.$Qa~;tO:AN$Wa{AQiQQi;$.tlO'N$QN.FtAUi;gANilai;~BfiGKMAtB*<.......i.................. o PA15001 NTF 29755 Copyrtgnt 2000 Greatland/Nelco LP - Forms Software Only PA REV-1500 EX (6-00) r Deceaent's Com lete Address: STREET ADDRESS 518 H estown Road Page 2 Silver CITY Mechanicsb Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount ., Cumber land Count STATE PA ZIP 17050 (1 ) 5,637.00 5,200.00 260.00 Total Credits (A + B + C) (2) 5,460.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 LIne 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) .. fv1a~ElC;~e{;kPayabIEl.to: .R.E:~.I.S!J::~. <:)~ViI.LL~!. ~~E:~:r.. 0.00 177.00 0.00 177 . 00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 Retirement Account, annuity, or other non-probate 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 OF THE RETURN. 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 information of which re arer has a knowled e. SIGNATURE OF ONSIBLE FOR FILING RETURN DAJE . ' ( 2[!O L Yes No ~ I ~ ~ o AD DR 44 West Main Street, Mechanicsburg, PA 17055 n;~;;~~~;~l~;~n~;~M;jsl~;~%~i~~dg~;;;~j~~~L~;,H~i,{~~~1~;~;~,~~~~:~~N2~~~;J~i~~~;;;~~~;lJ~tg;;~;~~~8~1W~~~~2;~,~,~~~~~~~~,Nilo< [72 P.S. 9 9116 (a) (1.1) (i)l. For dates of death on or after January 1,1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9 9116 (a)(l.l) (ii)l. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicabte 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 0% [72 P.S. 99116(a)(1.2)]. The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal benefiCiaries is 4.5%, except as noted in 72.P.S. 99116(1.2) (72 P.S.99116(a)(1)]. The tax rate Imposed on the net value of transfers to or for the use of the decedent's Siblings IS 12% [72 P.S. 99116(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 oradoption. o PA15002 NTF 29756 Copyrrght 2000 Greatland/Nelco LP - Forms Software Only , Estate of: Jean R. Shover 21-2001-0961 The following person (s) are signing the retUTIl as representative (s) of the estate: Cory J. Shover 1355 Concord Road Mechanicsburg, PA 17050 REV-1502 EX + (1-97) C~MMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jean R. Shover SCHEDULE A REAL ESTATE FILE NUMBER 21-2001-0961 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Property known and numbered as RR2, State Route 1003, Fayette Township, Juniata County, McAlisterville, PA 17049, appraised value (copy of appraisal attached) 36,000.00 2 Property known and numbered as 518 Hcgestown Road, Silver Spring Township, Cumberland County, Mechanicsburg, PA 17055, appraised value (appraisal attached) 75,500.00 7 CPA21 NTF 10904 CoovriO,ht Farms Software Only. 1997 Nelco, lnr;, TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 111,500.00 ,,-- ~-~----- APPRAISAL REPORT OF Jean R. Shover Property RR2. State Route 1003 McAlisterville. PA 17049 AS OF: Sept. 24. 2001 PREPARED FOR: Estate of Jean R. Shover c/o Richard Snelbaker. ESQ. 44 W. Main St., Mechanicsbul'Q. PA 17055 PREPARED BY: L.W. Brodisch Real Estate Patricia K. Brodisch 10 Church Road Newport. PA 17074 L.W, Brodisch Real Estate UNIFORM RESIDENTIAL APPRAISAL REPORT File No. Shover-' Property Address _RR2.StQt~tRQlJt~JQQ3___________City___ McAlisteryille ,__~tat~ PA Zip Code_ __17Q49_ Legal [)escription X~~~dJ~QQlsJ 28.....-1) ..J.42_______~ __ ____ ,___ _._ _ _,__~o.LJnty_ ____ ___J !1oigtQ _n __ ___ Assessor's Parcel No. ___ __ _____.3:~a_4_,___~__ Ta~Year_,_2Q01. R.E. Taxes $ 432.00 Special Assessments $__N/A Borrower Current Owner Estate of Jean R. Shover Occu ant Owner Tenant X Vacant Propert rights appraised X Fee Sim Ie Leasehold Project T pe I. . PUD Condominium (HUDNA onl) HOAS Neighborhood or projec;! Name____ __.___Fayett~_TQWn~iQ ___ ___ Map Re[erenceN/lL Census Tract Sale Price $ N/A____()?~<Jf~~~__N/A._.._~~~iptior1 ~11Cl!.?rn_olJnt_oLlo~n char9~s/con<:~~i(ln_SIOb~ f)~id l:>Y seller NlA Lender/Client E~t<:lrnQLJ~gll_R,.sbQ,!~c_ __~<ir~s~gQRiGh9r~LS[lgll:J<'lker,J;~g.~44W ~M<'li[l~L MeCh,:l[liQSQUrg, PA17Q5g Ap raiser Patricia K. Brodisch Address 10 Church Road New ort PA 17074 Location [1 Urban [_ Suburban )( Rural Predominant Single family housing Present land use Built up r --lOver 75% [J 25-75% [)(] Under 25% occupancy :~~~ ~~~ One family 14. Growth rate l I Rapid rXl Stable 0 Slow [XJOwner 40 Low 1 2-4 family.. - 1 propertyvalue~Xllncreasing []Stable o Declining DTenant 300 High 18.? Multi-family. 1 Demand/suppl~- ]Shortage [XJln balanceD Over supply fX]vacant(O-5%) . P;-d~';;i~-;~i ',> Commercia,-j Marketing time .~. Under 3 mos. I X 3-6 mos. ~ over 6 mos - Vacant (over 5%) 92. - .. - 81 Note: race and the racial composition of the neighborhood are not appraisal factors, Neighborhood boundaries and characteristics: f~y~tt~I.QW!}s.hjlLh~~5'!.QQQ!1lgtlQrLQf, aRQrQK...3 ,QQQ..._Th~_,!j!lgg~uQLMgAIj~tefVille is . Wi thin. its.. bQfd~r~._ T.h~_.Qr~aQrQ!1JldJh~s.u b j egt~Qns.~ts..9LwoQd!gml..Q!"KL aJ~w_h9JJ~~ _~11 c:I_cal) in !LQfl~mQILlQts.,_. Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): Th esubj eet Q rm:)erty _ ls.IQQated _$~\I~rgL mi ~s.J[Qm_ MgAli~ten,tjlle _wh ~~_CQfl'!~ i~o<::j:!~hQpQiOg ,J~Qn k jOg Lles.tal.,! rgnt~u i'mQ sevemL smgll. /)U ~jfl e~~~~<::.Qn _b~ JQUI1 c:I~Jl.!n iat<LCmmty_ has...twQ.Jgrg~_~mQI Qyers: E mQire K.9s.heumc:lT rjgng!~..Pagjfj<::,_ There gre. ClI~OmqflY\lery_~m~!L~mRIQyer~._ eSQ~.c::igllyJ 11 !lJmb~ringLfQrmingc!flg RClIIElt~mi3.kiflg-"-NQrmgl SElrvigEl~JQlJncl in rural areclS. Averqge8QRegltQ.the_ffiarl<eL _._____________ _ _n land use change I - Not likely [K] Likely In process To: RElSideotigj lots Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time __ such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): J lJ IJ i9tCl. em.! ntyd e~c:ltrQ!1 g~rs._~Qw a~t~gd~L In.c::rElas~j!LQroQ~rtY..YQI!!es., ~4.%.lis.t-~ElI!.Jg tiQ ...:3-4_ffiQnthsmarketing Ji me. Sellers Clm,I1QtQff~ring~ale~QLfingnging.gQnQ~~mQ.n~,JnJ~esLrgt~s._~:\f~JQw,_MQ[tg~g~ mQneyi~aYQilQ/)leJrQm!:Lvariety 0 sou n:es, ,. J!1fl igtg, CQlJfl ty'~. QQQlJt<:ltiQ!'Li~ -.-22,'\ QQ.J'~Q_g~m1!1~Ltr~gLrllJmbElLWg~j$~lJ~~Lb~e~l.,!SE:L th ~LQOPlJl atiQo istQQ1QW, Since the_ RQR!JlgtiQJl.i~lQw,_.Jh~~_ar~_nQLhigh..n!Jmb~r~..9f.l~glJl.$tQte..~QIEl~LThls.J~ I1Qrmalil1. the ~rea,ILQgn ,I'l1El,,!n thCit com arable sales can be located man miles from the sub'ect. Project Information for PUDs (If applicable) - Is the developer/builder in control of the Home Owner's Association (HOA)? '1 Yes i_ _] No Approximate total number of units in the subject project__.__._,_~ Approximate total number of units for sale in the sUbject project Describe common elements and recreational facilities: Dimensions TWQtrQGt~:~eElIElgQLd~~QriRtiQTL._ ___________~ ,. .... _~ Topography level. Site area ,Tr<:l~t J ~J ,QQi'l~~+Ts9c:;t2~_,3.;i~~9~,=1.3.9~8_Q~~_ Corner Lot r.J Yes l)(] No Size SCltisfggtQfY_ , Specific zoning classification and description Residential Shape ,lrregl,ll<:lL Zoning compliance[XI Legal l_] Legal nonco~;:;;;;;i~;(G~a~~~a~h~~ us~'DIII~gal--DN~ Z~~ing Drainage ApR~Clr~9c:lElg\.lCltEl Highest & best use as impr()vedlK] Prese_ntuse _LJQth_er..ll~~tel<pl~iI'11____~__u___,u_ _ View A'!!:}fClgllirEle~ . ~:~:~~c~ty P~IiC . Other . u ..1 ~:~::te Improveme~:c:~:~ '. Plb~J Private ~::~~:t~~rface AVElrQge/Lawn,tree~ Gas ,. Ncme u .' ~~1" Curb/gutter -~_~-~-_~NQn;_~~~___ [J Apparent easements Utili~~;~~~~c~rd- .. Waterlndi'!id!JQlw~ll_ Sidewalk ______Noo~_,__.._ [] FEMA Special Flood H~zard A~~~T:rve-s-rXJNO Sanitary sewer Inc:liyid!JgL~~Qtic Street lights _ ____NQn~____ [] FEMA Zone ___J<' Map Date .12-3-8! Storm sewer__J\:lQfl~____ ~IElY _~____._NQ!HL,_________il FEMA/I;1apNo. 422629.Q01 Q A Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etNlQrm~L .' easements fQr ~leQtriG_fmdtfl!eRtlQn~,_NQgc:lYEl[~~Elg~Elme!,-t$L enQ[Qachment$ or oth~rillegaleQnc:lition$. GENERAL DESCRIPTION EXTERIOR DESCRIPTION No. of Units Qn~_ Foundation __6IQQ.k_ No. of Stories _ QO~L _ Exterior Walls W.Qod sidLl1g Type (Det./Att.) J:)~tgchec::l. Roof Surface _CQmp,~hillgl~ Design (Style) ___CaRin _ Gutters & Dwnspts. _.AllJffi~._ Existing/Proposed _Exl~tiflg_ Window Type__S!ic:l~_ Age (Yrs.) 196Q/4L Storm/Screens ...QQm~, 9lym~ Effective Age (Yrs.) 35 ears Manufactured House No ROOMS I Foyer Living. Dinin9 Kitchen Den Basement Level 1 Level 2 FOUNDATION Slab _. ____ No Crawl Space _____NQ_ _ _ Basement n __ _ Ye~ Sump Pump _._No_ Dampness.sQffiE;,LflQted Settlement _ NQn~nQted ,. Infestation Not tested F,!mJlyR . Rec. Rm, Bedrooms BASEMENT Area Sq. Ft. 78Q % Finished Q. Ceiling NI A Walls6!QQI< Floor Dirt Outside Entry_Ye!1-Qtre~r INSULATION Roof Ceiling Walls Floor None Unknown # Baths L,aundry Finished area 4 Rooms; 2 Bedroom(s); 1,00 HEATING KITCHEN EQUIP. ATTIC Type FHA_ Refrigerator [Xl None [J Fuel_QiL. Range/Oven [X] Stairs [J g~ndJt!o.l'1_FC!iL_ Disposal [] Drop Stair [] COOLING Dishwasher D Scuttle [Xl Central __No_ Fan/Hood [~] Floor [1 Other N/A_ Microwave [] Heated 1- I Condition N/A WasherlD ero--1 Finished r--l Additional features (special energy efficient items, etc.): E[QfltRQrGh~EnQIQ~edRorghflt regfQf hou~e. above grade contains: Materials/Condition Re~i1ienttile/Fc:lir , Dryvv~I1/F<:ljr___j u' WQQd/fgir_ . . Resil, tiI~lFC!ir Met~1 ~hQwer ~t1'llllf~iL WQ()(:LfILJ~h/A'Jg, Bath(s); 780 AMENITIES Fireplace(s) # Patio Deck Porch Fence Pool Two Area Sq. Ft. leOn ]80 o o Square Feet of Gross Living Area CAR STORAGE None [Xj Garage # of cars Attached Detached Built-In Carport Driveway Dirt j I 1 1 2 1,OQ_ INTERIOR Floors Walls Trim/Finish Bath Floor Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction, remodeling/additions, etc.: Fair quality Of Gon~tryction. Qld WQQQSiQi[lgWith_m~elil1g_RainLR..QQLshil}gte~.<'lr~QIQ,!;:>irtR<'lS~mentwith Qi.Jt!:iide ~[ltr('l[lGeQ[lly. f.!Jrll<'lGej~,9Id~ Broken wingow,6edrQQmJ;;IQsets hQYfLIlQ_dQQr~. E:l.r;ltbJQQmhQ~~QmELGemrnic_tilE:l. rni~!ling frQrn the wall.QJc:l metal shower!ltall. Mildew i present in the bathrQQffi. $Qffie Qf th~L~PQl.Jting jlirl.J~ty_<'ln~LSQmeJ~mi~Sing,PQrGheSuarenQt i[lllQQQ CO[lQition. Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of the subject property.:rher~~reflQknQwn_QrC!RRQrentgc:lVer~eenvirQnment~IQOflclitiQn~ th<;Jt wOllld ne ativel im act on the value of the ro ert , Freddie Mac Form 70 6-93 ClickFORMS Real Estate Appraisal Software by Bradford Technologies (BOO) 622-B727 Fannie Mae Form 1004 (6-93) Valuation Section L.W. Brodisch Real Estate UNIFORM RESIDENTIAL APPRAISAL REPORT = $ 1 "LOO 51.092 File No. Shover-' Comments on Cost Approach (such as. source of cost estimate, site value, square foot calculation and for HUD, VA and FmHA, the estimated remaining economic life of the property): fute val!.J~LL~L_.. bg~d. on fuev~w of reQ..~ot comQ~[gQ1~.J~nd saJ!'l~,_ Co~Lw~s derivegjrQrn Marshall & Swift Cos~____ Semee arHUocalj}uilde[~,,2_hY.~i~aL.Q~Q[~ejatiQn_j~_ ... bg~Q..Qo...Bg~Llif~l!1e1!1o~L____._______... . ESTIMATED SITE VALUE ESTIMAT~D REPRODUCTION COST-NEW-OF IMPROVEMENTS: · Dwelling ~~8CL___Sq. Ft. @ $ _~O.76 = $ J~~mL__I.8Q..._ Sq. Ft. @ $ ......JL~ = ..__ __.---P..Qfehes = Garage/Carport _~ Sq. Ft. @ $ ___ = Total Estimated Cost New = $ Less Physical 60 functional 5 I External Depreciation_.........3Q.Q55.~..Q~ Depreciated Value of Improvements "As is" Value of Site Improvements INDICATED VALUE BY COST APPROACH ITEM SUBJECT RR2, State Route 1003 ~~~r.Els~~ Mc . .?r()xiJllit}'. te>.~LJI>j~ct Sales Price ----------- !,rice/Gr()s,s..!:!Ii.. Area 41.67 Data and/or Visual Verificat~()f1?.Cl..ur~. Public Records V~L.LJE..ADJUSTMENIs D~~CRIPTION +(-)$ Adjustment Sales or Financing Conventional concEll;si()I1l;_. NQoe Date ()f~Cllel"Jlll1~ 2-23-01 Locatiol1.__._ _H!JmIfAY~r~ge RlJra!/S~me ~eCls.e.hol~/fe.El.~irr1pl F~~.sim.Ple Fee SimQ!e Site__ _ ____._. ,j,3988 ac. .9 ac.lSimilar View__~___A'y~[~elTrees AverM~.siffi. De~9f1~.!1(jJ~ppe~'-- Cabin/Fair Sim.lSiffi. Qlla~tLo.LC.<J.n!;t~~.ti.o Wood.fmme-Fair FairlSLrnilar Age____ 1.960/41--_ Sjmilar Condition Fair FairlSY !'lrior ~~~~~~~~== !~I rf~ ~~~sO 6 3 ~~t~so Gross~i\linJl~ea _..180 Sq. Ft 1 008 Sq. Ft. Basement & Finished 780 s.f. BasemenVSim. Rooms !3elo......Qr~~ ___NQIlEL_ __NQ!1e Functiona!..Utility____ _____F~iL_.__ _E~irLSim_,_ Hea~f1g/~()()I~nlL_ .___E !:INN 0 Sim.,INo E:11e.r9.l'. Effi_ciElll!ltelTl~__.Egir Simi!~r 9Clrage/fc:lre()~ _NQne None Porch, Patio, Deck, Two porches Porch/Sim. FirElelll~e.{~)..E!tc:. ____NQOe NQoe Fence,~()ClI,_Eltc:.__ _NQoe Sh~dsLS.l.!Q. 39.59~ 6~9 4.900 -2.50 55.41 45.05 Visual Visual Pl!Qlic Records Public Records _Q~.cRIPTIOti..:"!-)~ A~l!~.Elnt DESCB'PTION +(-)tA~~lTlent Conventional Conventional .JI!QO!'l_________ __NQI]~.___ n 9-7-01____.___ __.10-3.Q:'oQ_____ . RJJr.f!I/SimilgL._ _____ ..Bj.lm!lSimilaL___.____ -Fee SimQle______. __Fee.simQle ._.._.__.. . S!Il..f!lUQtL!r1L..- ____i"~.QQ._ ----,[7 ac.ll!lL___.-t~5Q Averag~IS[m. __ _. _8Yerage/Sim..____ T~rn' Bd;.! ~~~~_ ." ____J~~~I.~q~~ ~~~~ .. 776 Sq. Ft ____ __a.88~:i! BasemenVSim. BasemenVSim. ...None.__ ...________._NQO~___ __f~irISim~___ _ ______ ___E~irISirn~_ __._ FHA!NQ_______ ___ ___SLrn"L~.Q_._ Simil~L.._ ~____ __.__Siml!~L_ ____._ 1 car detJS!.JPL.____~2..50 ---..NQI]!L_ ______ Porches/Sim. Porches/Sim. None =1'-'-'---'- .----..NQO~.--i. -. .- None _ . NQIl.JL._ .___. - I + X - $ ___~500 $___-4..1QQ.___ -"LOO -3.4Q Net AdjjtCltal) _'_ Adjusted Sales Price C:>!.~Cl.Il1PClrable._ 3~.600 35.900 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc.): /l.lJJhree..cQmQi;!rabl!'l..M!I~~Q[e..mQQe~L.. _ hQLJ~!'lL~th..f~~~m~ojties, like th~.J?ubj~Qt_S.imilauu!~li1Y..Qf construction. ComtLll~!ocatedjl.J~LgQw[Uhe..roa<1JrQm. to _~lJl;>jeeLJLh~d a third bedroQ..m and was sligotlyJ~er. Exterior was in better congillQ!1. COlTIQ..2 had a smEllier lot. It~___. _ GQngitJQ!LW~~.f!Vef~ge ao<1J~~xteriQr..wa~nQt in need olp~int. On~ car-9~rage. COlTIQ~had a.J?mgll~Jot. ILw..as,J?lightl . n!'lWeL~nQ_19J9~..f!m:Uh~.~~terjQf..wa~il].J?Qffi~w!1~Lbetter...QQ..l1glliQn~"[h~~e_w~r~_the._mosuLmUar s~!!'l.~___ Date~ ~~:~~n~ -~~~" ~ 0 n~~BJ~CT : . IN" ~~MPARABLE NO ~ l Non ~O!'PARABL"NO 2 . : :TN 0 n ~.9MP.t-BA..!3~E 119..l___ Source, for prior sales N 1 A N I ANI A N I A within YElar 9f ~P!lraisaJ J=>MbIiQ_Recor.Q~E!!bliQ..Becord~_ PMbllc ReQQrQ~_ ___ _ J=>..Y.t:lUQ..BecQ[qs_ --.- - Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any prior sales of subject and comparables within one year of the date of appraisal. _Th!l ~!it2ig!;tRfQRgrty_Vl.ES aQl~r~jsed for the estate of Je~!lB. Shover wtl.Q.~!ied on SgQl11. 200LT_hgjn~R~1iQl'Lv@!1m!!l:l!Ul!1J::l~Q,_H..2QQLTh~!1!it2i~(;t w~s _!1LJQ!1@l'!trnIlYJhg!1.~[1le on both d~tglh.No ottl.er sales of.tl}e sMbiect or an.}' of thELcol)1.MlnJh~QI~",ious 12JnQflJh!1'-___.~_. .___.___.____.n INDICATED VALUE BY SALES COMPARISON APPROACH $ __~Q.QQ INDICATED VALUE BY INCOME APPROACH If A licable) Estimated Market Rent $ N/A /Mo.x Gross Rent Multi lier N/A =$ NI This appraisal is made 00 "as is" 0 SUbject to the repairs, alterations, inspections or conditions listed below 0 subject to completion per plans and specifications. Conditions of Appraisal: NQ w~mmty of tb~(mQm~ed i~i'!~n or JmQ!ie9...J'.lQ.!ia!2i!ilyJs J~S~l.,.Jm!'l<1..fQr_lh~L~ln"!QtyraLQLmeQh9nical _!'l!~m!'lot~Uh~_QfQR~rty. .---.-.-.--- ~------" .--.---------. · Final Reconciliation: Ib~j!lcom~_~m:)roach is I1Qt...BPQrQQfigt~jn owner-QC.Q!JpieQ~re~s.,..J~_c.Qs.t..f!QQrQQQb.wg~.QQn~ig!'lr!'lg..t:ll.,.J _ ther!'l_ i~A.bigtLQ~rcen. tag.e..m. accrued..QeQfeciatio!h..Th~_mQ~Lw~gl1l.WgS-9jl,!~!LtQ the..~al !'l~..QQmQgri~Q!Lf'lRQroaQh_ ~i!ll;:!'l i. Jef!eet~ Jhej[\ ter.f!ctiQn...Qetween..blJyer~~I1..d.J?~!lers. .___u .-- .- - ...---.--.- -----.- --.-~----- . The purpose of this appraisal is to estimate the market value of the real property that is SUbject to this report, based on the above conditions and the certification, contingent and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/Fannie Mae Form 10048 (Revised _Q-9.3._). I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED. OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT. AS OF __S!'lQl24,-~Q1__ (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO BE S __.____~_36,OOQ__.__.__ ~i:~:~;:ER:_I1tt~~~.~~_~__ ___ :~:=~~~Ry:PPRAISER (ONL~_IF_R~~U1RED): [] Did 0 Did Not Name _EgtrieiaJ<2..6rod!s.l;:.h.--.----.---. t-JlllTl.e_.___ __.. . Inspect Property DatenRepor!~i9I1e(LDec. 18.2001 __.___________ [)ate_I3:~()l:I~i9!'.ed_ State.c;~rti~catiClI1!1._HL~QQQ2a1.:l_~~t~A..... State Certification #___ _ ___ ._.__' Or State License # State Or State License # Freddie Mac Form 70 6-93 Click FORMS Real Estate Appraisal Software by Bradford Technologies (600) 622-6727 State - ---._---------_._-.__.~--- State Fannie Mae Form 1004 (6-93) SUB.IEeT PHOTO ADDENDUM ~ower ------.llit._, ~-'!iAddress RR2. State Route 1003 g!ty_}!t~Alisterv4!!e County Juniata lenderlClient Estate of Jean R. Shover File No. ShoJ/!tl'oi Slate PA Zip Code 17049 Address clo Richard Snelbaker ESQ. 44 W. Main St.. Mechanicsburl! PA 17055 Clcl<FORlAS Reel Es1a............. _e by Bra"'ord r_s 18001622.8721 ~ FRONT OF SUBJECT PROPERTY Address RR2, State Route 1003 McAlisterville REAR OF SUBJECT PROPERTY STREET SCENE ~ ---- ~ () >- z cJl ... ... o a: ~ V \ \ ", '" > )0- r % B o ~ a.. u. <to ~ <t r- <t - Z :;) .., \)' '~.'" '" ?- GOO \ ~ -:::::-:==: _P....~... .--:..:....-- --- '-- --- -- - SKETCH ADDENDUM File No. ShQver-j~__~~ Borrower.l'J/A_ ___________.__ _ __.____.._______ PropertyAd~ress_ RR2....Srnt~B.Q1Jte J Q()~ __~____.________~___~_____. City McA!i~tf;l[YiIlEL____~....f~nty JUI1iata State PA____~p_g~,cl~j 704!:L___ Lender/Client E~rnt~QL.I~flI1R...ShQ"er_____~r~s c1oBiQh!mL~I'1.~!Q~1<~U;~g~ 4-4-"/lLM~LIl~t~_M~Qh~.ni~tJlJrg.EA_J ?Q!i~_ 30.0' Porch 30.0' 26.0' First Floor 26.0' 26.0' Basement 26.0' 30.0' Front Porch 30.0' SKETCH CALCULATIONS Misc. Area EnclOsed porch A 1 : 12.0 x 7.0 = 84.0 84.0 Front Porch A2 : 26.0 x 6.0 = 156.0 156.0 Total Misc. Area 240.0 Living Area First Floor A3 : 30.0 x 26.0 = 780.0 780.0 Total Living Area 780.0 Building Area Basement A4 : 30.0 x 26.0 = 780.0 780.0 Total Building Area 780.0 ClickFORMS Real Estate Appraisal Software by Bradford Technologies (800) 622.8727 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and op~n 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 consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the sale. *Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market; 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 a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia; except that the lender/client may distribute the property description section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. Freddie Mac Form 439 (6-93) ClickFORMS Real Estate Appraisal Software by Bradford Technologies (800) 622-8727 Fannie Mae Form 10048 (6-93) APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted sales price of the comparable. 2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a speCific valuation, or the need to approve a specific mortgage loan. 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: ___RR2._State B~Y~J QQ~LM<;Ali~t~[\IIlI~LE A_1 ZQ49 APPRAISER: SUPERVISORY APPRAISER (only if required) Signature: lfG~~~-~. _M~~_u Name: _ _F'Qtrl~i~K,J~r~gisch ________ Date Signed:________~ec.18'_20QL_~_~_ State Certification #: ______~RL-QQQ28J -:l____~_ or State License #: -~~- State:_ _ .____~_~A_~________ ~_ Expiration Date of Certification or License: _JI,Jl1e 3Q,2~O:L Signature: Name: Date Signed: State Certification #: or State License #: State: ----~--~._--_..- "--_.. ---...--- ------._--- Expiration Date of Certification or License: [] Did [J Did Not Inspect Property Freddie Mac Form 439 6-93 CliCk FORMS Real Estate Appraisal Software by Bradford Technologies (800) 622-8727 Fannie Mae Form 10048 6-93 /--Y,Il.. VI / (/ / ~ ;{!tu4.( ~ /t;f'S" 201.AT-Warranty Dee.d, Short Form, Act of 1909. . Her.ry Hall, Inc., Indiana, Pa. ~bi~ meeb,Co~y MADE THE 12th day of February of 0111' L01'd one thousand nine hllnd?'ed eighty-two (1982). in the yeo1' BETWEEN /' ./ AUGUSTA KERSTETTER, also known as AGUSTA (GUSSIE) KERST~TTER, widow, of the City of Harrisburg, Dauphln County, Pennsylvania, party of the first part, hereinafter called the and c/ JEAN R. SHOVER and JAMES K. SHOVER, her husband, of Silver Spring Township, Cumberland County, Pennsylvania, parties of the second part, hereinafter called the / G ran tor , Grantee s: WITNESSETH, that in considemtion of the sum of One and No/100 _ _ _ _ _ _ _ - - - - - - - - - - - - - - - ($ L 00) - - - - - - - - - - - - Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said granto?' do es hereby gmnt and convey to the said grantees, their heirs and assigns, ALL those two (2) certain adjoining pieces or parcels of land situated in the Township of Fayette, County of Juniata and Commonwealth of Pennsyl- vania, more particularly bounded and described as follows, to wit: PARCEL NO.1: BEGINNING at a point in the center of State Highway L.R. 3~007 at corner of lands now or formerly of W. Lester Zeiders and Mary K. Zeiders; thence along the center line of said Highway, North 10 degrees West, a distance of one hundred (100) feet to a point in the same at the corner of Parcel No. 2 hereinbelow; thence along said Parcel No. 2 and lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife, South 81 degrees West, a distance of twenty-eight (28) rods (~62 feet) to a point; thence along said lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife, South 10 degrees East, a distance of one hundred (100) feet to a point at line of lands now or formerly of W. Lester Zeiders and Mark K. Zeiders, his wife; thence along said lands of the latter, North 81 degrees East, a distance of twenty-eight (28) rods (~62 feet) to a pointin the center of State Highway L.R. 3~007 first mentioned above, the point and place of BEGINNING. CONTAINING One (1) acre and nine and six-tenths (9.6) perches of land, in accordance with a survey made by Floyd C. Graybill, Registered Surveyor, on June 29, 1957. (continued) ,. , -..-' . BEING the same premises which Ira D. Brandt and Martha O. Brandt, husband and wife, by their deed dated July 16, 1957, and recorded in the Office of the Recorder of Deeds in and for Juniata County, Pennsylvania in Deed Book Volume 90, Page 323, granted and conveyed unto Frank Kerstetter and Augusta Kerstetter, his wife. PARCEL NO.2: BEGINNING at a post on the west side of State Highway L.R. 34007 at line of lands of Parcel No. 1 hereinabove; thence along the west side of said State Highway, North 3~ degrees West, a distance of fifty- eight (58) feet to an iron pin on the same at line of lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife; thence along said lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife, the following two (2) courses and distances: (1) South 8~ degrees West, a distance of one hundred seventy-seven and five-tenths (177.5) feet to a poplar tree; and (2) South 66 3/4 degrees West, a distance of one hundred ninety-three and five-tenths (193.5) feet to a spruce tree at line of Parcel No.1 herein- above; thence along the line of said Parcel No.1, North 82~ degrees East, a distance of three hundred fifty-nine and five-tenths (359.5) feet to a post on the west side of State Highway L.R. 34007 first mentioned above, the place of BEGINNING. CONTAINING 14,760 square feet of land, in accordance with a survey made by Floyd C. Graybill, Registered Surveyor, on August 2, 1960. BEING the same premises which Ira D. Brandt and Martha O. Brandt, his wife, by their deed dated August 4, 1960, and recorded in the Recorder's Office aforesaid in Deed Book Volume 106, Page 390, granted and conveyed unto Frank Kerstetter and Agusta (Gussie) Kerstetter, his wife. The said Frank Kerstetter died on May 20, 1969, survived by his wife, Augusta Kerstetter, also known as Agusta (Gussie) Kerstetter, the Grantor herein, in whom title vested absolutely by operation of law as surviving tenant by the-entireties. Said twp (2) parcels being improved with a one-story frame dwelling house with stable out-building. This deed is a conveyance from mother as grantor to daughter and son-in-law as grantees. E:..: ..__. ,0R RECORD IN JUNIATA COUNTY ~,...~~ A7 19';.7- at ,0 ,F. '/c/ ff M Taxes & Fees $ /~, C'-c) AND the said grantor will warrant Generally hereby covenant s and agrees that the p1'operty hereby conveyed. she /~t' IN WITNESS WHEREOF, said grantor has hereunto set her the day and yea.r first above written. hand and seal -!;l~~kf..~{t~.sst~~\-~~~------..--- ~ 'a~~A;!:{a-~tt~;;t~y-,~~:tt:4~ ~ '_"'n..__. _.n.________._.n_. .____ _n.n.__n_ .nn_._.h_ .__._. _.____...n.n_ ~ _ __ h _ _. ___. _ _ _ _ .., _n. _ _ _.. n _ n _ n. _ n._ _ _n _ _ _ _ _. __ _ _ _. n_ n_ _. _ _ _. ___ _. ____.. _ ~ State of Pennsylvania } County of ctumber land ss. On this, the 12th day of February , 1982 , befO?'e me, a Notary Public in and for said State and County, ..,....>, the undersignedoffice1', pe1'sonally appeared AUGUSTA KERSTETTER, also known '<is' AGUSTA (GUSSIE} KERSTETTER, . ""'):"~~~i"";":-:'~;:)" known to me (or satisfact01'ily proven) to be the person whose name is subsc'rib~it' to the ,,' ,('""'. . - (I .... ' 1- within instrument, 'and acknowledged that s he executed the same for the pui:pose~ther~m c. : _., . J contained. I - , .' IN WITNESS WHEREOF, I hereunto set mll hand and official seal. .....>. '/.(/, . . ' '\ .,j , ...' .,' :/;ti ~ /2 . '., l~ h__.n_n._._._(n?!:__kl~_hf:€,.nh'-R.'.~u.>~'e CATHARINE E. BOUSU~I\, NOTARY PUBLIC ~ . _ _..." __ _... _. _ _. __.. _. _ _ n _ M-ECJiN,JC,SS.UR G..6QRQU GL_ _ _.. _ _. _n __. __u. _ ___ CUMBERLAND cOP~Ue of Officer, V1Y r.OMMISSION fXPtllrC F~B 27, 198'~ State of County of On this, the }ss. day of ,19 , before me, the undersigned office;', personally apIJeared known to me (01' satisfactorily ]J'roven) to be the pel'son whose name subscribed to the within instrument, ((rnd acknowledged that he executed the sa'me f01' the purposes the1'ein contained. IN ~VITNESS WHEREOF, I he1'eunto set my hand and official seal. __.' _h___ ___n_ _. __n.' ._____ ___._ ._..._ _ ____.. _h.___.:____ ..________n_n_._ ____._ __. ~ Title of Officer. Juniata County Parcel Map SHOVER JEAN & JAMES 518 HOGESTOWN RD MECHANICSBURG, PA. 17055 PIN: 3-9B-4 Deedbook:128 Page: 0142 3-9-7 3-9-141 3-98-34 3-9-1~3 3-9-145 3-98-7 3-9-138 3-9-44 3-9-86 400 I o 400 800 Feet w.. 5 NOTICE; This drawing Is Intended to be used for reference and illustrative purposes only. This drawing Is not a legally recorded plan. survey, otllcial tax map or engineering schernallc and \I is nollnlended 10 be used as such. - ... C It :! - 11II: iC c- olIC :IE ~ ~ 0:: ~ c.:>> ~ 0:: :::t en ~ c::::. o 9 .... o w I- 'Z ii 0. I- o 'Z ~ w 'Z <{ 0. 0:: c::>~ -)(. ~ w c::>o c::>! - 0. -"'<{ ~~ ~~ a-!a -=-:04 ~~ .g ~Q) N d~ SN ...c.r D- o ,... ... - S ::t . =- o c.:>> I ... < ...... ~ ~\i ~ ...>::J ~ ~ ....J e :2 f:- >- < cnt;cni- ~>"~< ~<z~ ~~~g ;Z o ;:: <i U S ...J W Z <i c.. -~ ----. -. ~-_. .. .-.,-~-- ---- ..-._~--~..-.-- x UJ Z o N ~. ) ~ii ~j~;;/.' ~ w Z o N .:.,ir- ...~ ...c - c:::l~ ....,0:: :!:~ ...:C c.:>>~ ....,(.,;) ...~ ...~ ...., ~ .... c: e 4.l ~ ~ ~ t' c: ~ ... e ~ e ~ \.l.4 I~SI '.(MH 'O:)lr \\ \\ \\ \\ f$) ~\ ~\\ 4\\ \~ X~ ~ ~~ ~~ ~ .~ ~~ ~ \\ \\ ~~ x UJ Z o N .~ .fAH .0 J r--;;;::::::;;; II II II , I MULTI-PURPOSE SUPPLEMENTAL ADDENDUM FOR FEDERALLY RELATED TRANSACTIONS Shover-' Borr()V/~ _____J'I!!A. . ._____ _______ ._ PrO!l~,cl~r~~BR2..L.StC!te .RQyt~J QQ3_ City __ McAlisterville Coun~ Lender Estate of Jean R. Shover JUnillt~L__...l't.atll_____ . . _.-':>A_ ___~!l~()<l€!____17Q49_n__ This Multi-Purpose Supplemental Addendum for Federally Related Transactions was designed to provide the appraiser with a con- venient way to comply with the current appraisal standards and requirements of the Federal Deposit Insurance Corporation (FDIC), the Office of the Controller of Currency (OCC), The Office of Thrift Supervision (OTS), the Resolution Trust Corporation (RTC) and the Federal Reserve. l -------- ... j This Multi-Purpose Supplement Addendum is for use with any appraisal. Only those statements which have been checked by the appraiser apply to the property being appraised. 1m PURPOSE & FUNCTION OF APPRAISAL The purpose of the appraisal is to estimate the market value of the subject property as defined herein. The function of the appraisal is to assist the above-named Lender in evaluating the subject property for lending purposes. This is a Federally related transaction. 1m EXTENT OF APPRAISAL PROCESS [Xl The appraisal is based on the information gathered by the appraiser from public records, other identified sources, inspection of the subject property and neighborhood, and selection of comparable sales within the subject market area. The original source of the com- parables is shown in the Data Source section of the market grid along with the source of confirmation, if available. The original source is presented first. The sources and data are considered reliable. When conflicting information was provided, the source deemed most reliable has been used. Data believed to be unreliable was not included in the report nor used as a basis for the value conclusion. X i The Reproduction Cost is based on Local b\lilg~~nd....MarsbQII & S\i\ljft CostQQlcuIQtQr____ supplemented by the appraiser's knowledge of the local market. - --------- i X I Physical depreciation is based on the estimated effective age of the subject property. Functional and/or external depreciation, if present, is specifically addressed in the appraisal report or other addenda. In estimating the site value, the appraiser has relied on personal knowledge of the local market. The knowledge is based on prior/or current analysis of site sales and/or abstractions of site values from sales of improved properties. [.xl The subject property is located in an area of primarily owner-occupied single family residences and the Income Approach is not consi- dered to be meaningful. For this reason, the Income Approach was not used. The Estimated Market Rent and Gross Rent Multiplier utilized in the Income Approach are based on the appraiser's knowledge of the subject market area. The rental knowledge is based on prior and/or current rate surveys of residential properties. The Gross Rent Multiplier is based on prior and/or current analysis of prices and market rates for residential properties. For income producing properties, actual rents, vacancies and expenses have been reported and analyzed. They have been used to pro- ject future rents, vacancies and expenses. 1m SUBJECT PROPERTY OFFERING INFORMATION According to Executor i xl has not been offered for sale in the past 30 days. 1 is currently offered for sale for $ i was offered for sale within the past 30 days for $ _________ i Offering information was considered in the final reconciliation of value. I 0] Offering information was not considered in the final reconciliation of value. r l Offering information was not available. The reasons for unavailability and the steps taken by the appraiser are explained later in this addendum. the subject property: 1m SALE HISTORY OF SUBJECT PROPERTY According to Public records the subject property: [Xl has not transferred in the past twelve months. D has not transferred'irithe pa5t36-monttls.----- [] has transferred in the past twelve months. D has transferred in the past 36 months. 1-1 All prior sales which have occurred in the past months are listed below and reconciled to the appraised value, either in the body of the report or in the addenda. __________ - - - ____ .. .__....___..__O'._u__O.._ ____.___.____~.__.__.____________.______._..,__~__~______ Date ______.. _~~le~j:)ric::.~__~~~c::.lJI1'Il!I1!.#__~~_II~_____._._________E!!Jye!______. _ ---_.--"= . "".._~---... ------------~-- --.....------------- j 1m FEMA FLOOD HAZARD DATA [xl Subject property is not located in a FEMA Special Flood Hazard Area. i-l ~ub~c:!P!()p~.Y.J~~cated in a FEMA_~p.~ciClLflQod Hazard Area. I ~one .-. .... ~~~~~~~;~6n~~------~j~~i:i_~.~~--- __N.'!'1l.E!..QfJ:()Il1Il1~ni!Y_ .____ FQyette Towm,?hip,F'erry Co" PA ! j The community does not participate in the National Flood Insurance Program. Ix] The community does participate in the National Flood Insurance Program. I X] It is covered by a regular program. 1- - It is covered b an emergency program. FW-70M November 1991 ClickFORMS Real Estate Appraisal Software by Bradford Tecnologies (800) 622-8727 Page 1 < ~ CURRENT SALES CONTRAcT "".. '. ~:t'~' t ~, . bflover xl The subject property is currently not under contract. ] The contract and/or escrow instructions were not available for review. The unavailability of the contract is explained later in the addenda section. The contract and/or escrow instn.lctions were reviewed. The following summarizes the contract: rContract Date~----.--Amendment Date--Contract Price.---~ ---Seller-- ] The contract indicated that personal Ilroperty was not included in the sale. 1 The contract indicated that personal rroperty was included. It consisted of Estimated contributory value is $ [xl Personal property was not included Inlhe final value estimate. !U] Personal property was included in the final value estimate. Cl The contract indicated no financing concessions or other incentives. [--J The contract indicated the following concessions or incentives: [-J If concessions or incentives exist, the comparablues were checked for similar concessions and appropriate adjustments were made, if applicable, so that the final value conclusion is in compliance with the Market Value defined herein. Et MARKET OVERVIEW Include an explanation of current market conditions and trends. ~~~ months is considered a reasonaille marketing period for the subject property based on local Multi-List st~Jistics. ___ __ __~__ Et ADDITIONAL CERTIFICATION The Appraiser certifies and agrees that: (1) Their analyses, opinions and conclusions were developed, and this report was prepared, in conformity with the Uniform Standards of Professional Appraisal Practice ('USPAP'), and in accordance with the regulations developed by the Lender's Federal Regulatory Agency as required by FIRREA, except that the Departure Provisions of the USPAP do not apply. (2) Their compensation is not contingent upon the reporting of predetermined value or direction in value that favors the cause of the client, the amount of the value estimate, the attainment of a stipulated result, or the occurrence of a subsequent event. (3) This appraisal assignment was not based on a requested minimum valuation, a specific valuation, or the approval of a loan. Et ADDITIONAL (ENVIRONMENTAL) LIMITING CONDITIONS The value estimated is based on the assumption that the property is not negatively affected by the existence of hazardous substances or detrimental environmental conditions unless otherwise stated in this report. The appraiser is not an expert in the identification of hazardous substances or detrimental environmental conditions. The appraiser's routine inspection of and inquires about the subject property did not develop any information that indicated any apparent significant hazardous substances or detrimental environmental conditions which would affect the property negatively unless otherwise stated in this report. It is possible that tests and inspections made by a qualified hazardous substance and environmental expert would reveal the existence of hazardous substances or detrimental environmental conditions on or around the property that would negatively affect its value. . ADDITIONAL COMMENTS Et APPRAISER'S SIGNATURE & LICENSE/CERTIFICATION Appraiser's Signature ~~ ~. _~-/.-!-.".t-/"'" _ Effective Date Appraiser's Name (print) Patricia K. Brodisch State ____EA______ D License ex Certification # RL-000281-L _S~mL24, 20~ Date Prepared Phone # ( ~ ) 567-6905 Tax 10 # 23-2227557 Dec. 18.2001 . CO-SIGNING APPRAISER'S CERTIFICATION ] The co-signing appraiser has personally inspected the subject property, both inside and out, and has made an exterior inspection of all comparable sales listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts responsibility for the contents of the report including the value conclusion and the limiting condi- tions, and confirms that the certifications apply fully to the co-signing appraiser. [ ~] the co-signing appraiser has not personally inspected the interior of the subject property and: [J has not inspected the exterior of the subject property and all comparable sales listed in the report. r--l has inspected the exterior of the subject property and all comparable sales listed in the report. <-1 The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts responsibility for the contents of the report, including the value conclusions and the limiting conditions, and confirms that the certifications apply fully to the co-signing appraiser with the exception of the certification regarding physical inspections. The above describes the level of inspection performed by the co-signing appraiser. 1_ ] The co-signing appraiser's level of inspection, involvement in the appraisal process and certification are covered elsewhere in the addenda section of this appraisal. . CO-SIGNING APPRAISER'S SIGNATURE & LICENSE/CERTIFICATION Co-Signing Appraiser's Signature _______ ____ __n_____ Effective Date _____________ Co-Signing Appraiser's Name (print) _ __ n____________ Phone # ( State License Certification # Trainee FW-70M November 1991 ClickFORMS Appraisal Software by Bradford Tecnologies (800) 622-8727 Date Prepared ) Tax 10 # Page 2 . I RESUME Patricia K. Brodisch L.W. BRODISCH REAL ESTATE 10 CHURCH ROAD NEWPORT, PA 17074 717 567-6905 - 6906-Fax E-mail -Brodischlw(iV.tricountvi.net Licensure Real Estate Associate Broker, Commonwealth of P A, AB-043309-A, since June 1981, expires 5-31-02 Certified Residential Appraiser, Commonwealth ofPA, RL-000281-L, since August 1991, expires 6-30-03 Education Bachelor of Arts Degree, Political Science, with Minor in Economics Gettysburg College, Gettysburg, PA 1968 Professional Education Appraisal Institute - Real Estate Principles ( Exam 8-1 ) Residential Valuation ( Exam 8-2 ) Standards of Professional Practice ( Exam SPP ) parts A & B Income Capitalization Narrative Appraisal Writing Report ( Exam) Highest and Best Use Analysis Numerous Courses for Broker's License Continuing Education Courses for both Real Estate Broker and Residential Appraiser Certification Professional Experience Certified Residential Appraiser, 1991 Licensed Real Estate Associate Broker, since 1981 Licensed Real Estate Salesman, 1977-81 Associated with L.W. Brodisch Real Estate since 1977 Memberships Greater Harrisburg Association of Realtors, since 1977 P A Association of Realtors, since 1977 National Association of Realtors, since 1977 Central Penn Multi-List, since 1977 Member of the Real Estate Appraisal Section of the National Assoc. of Realtors Representative List of Clients Commonwealth of P A PP&L 1 sl National Bank of Miftlintown 1 Sl National Bank of Newport 1 sl National Bank of Liverpool 151 National Bank of Marysville County of Perry PNC Mellon Bank FannieMae Omega Bank Bank of Landisburg Numerous Attorneys in Perry, Dauphin, Cumberland, Lancaster, York, Juniata Counties _,' <..,l.'..'........ll'II'-".~....W.~.,~~'rr.r.._:'1Yrr,'.'-:~:......,T~'...-~......'"~...,"u"""".....,.,.r,r,.,....~!",'~_r_J..~-....<'fi"t,'.'--nv-:..-~..._r-.l'.w~-m"'t:'~ifi _"<~ _""'l-"""',..\~~....,:.:,.__,~.;j/,l.!_~'..~~.~~'~....-;...._'-;,j,.,--j-''\.,::..'..~~.=-.;l!oOO-.-'-1-'".,'V"~...AoC.~..;..U..........."f~.~#-.o.q.'.;.J-.<~:~--:};ol~~"-~ , , " VJ 1-<0\ 3~ ('j '~ N .~ "'-t., ..n @ ];2 ~ ~ 1.).;2 ~ t3 ~ g,-<:( t::: ;-> ~ a.. ^' (/) '-' '-" '-' t>lJ 0...'-'-0... '-'-::':::1$ o c:; 1; 'c ......c Q) -- ~ ~e;S$ ''''' ;-> 0..... <1.l @ 'Ci) 0\ ~ frJi.q ~ a 8 ~ >:::; a..>< e "'"'0 o 0 cc. U @ ~o ga.. ~ ,9 ~ '-' t.;::: .~ 'fl .:s u ~ u..l (/) :< ~ 0... 0... <: -l ~ >-< t- Z u..l a r'l 0 0 '" 01 1) I-< 0 '0. r'l >< lL1 ~ iJ rl 0 0 ':::I 01 Q) ;::l rl Vl Vl 01 >-< ~ r:::. ~ "" " " ] ,....., (/) w.:l ~ v rl '" m 0 m ~ rl ,9 01 '" rl (j ,- :';:: CJ .... I-< ~ V U ~~ 3 -~ c-l) ) ~ ~ \ :s (V ~ \\ "i " \~:,~ ) "c: .;"'1 C/1 ::r: u Vl C; o et:: CI:l et:: et:: ~ 00 \0 o ('-- - I It '" 0) ,~ ';:: E c u I-< H v I -s rl ~ co Z 01 <lJ 0 ~ 0 '-' 0 ,- ~ I 'B H <lJ ~ U <( a.. o .....l >1-1 >-' p... ~ o <( 0 ~~ \0 .....l ~~CI:l ~><~ -<:(0)1-1 a..cc.z ~1!'i!l<'.~F''''~C,''''~''c''''',,n.'!''...."''d(~~~~'lJi'l:<ICoJ!r'-''!'''''''''''':t'_.''''''~~';JEilI<:"'~"~"-' ''''', --- >"...,.,.~.,...,....,..,_...,...._.,.^..,_.......""",-""._. I I I I I I I I I I I I I I I I I I I I I I ! I I I i ! I I I I I I I I I I I I I I I I I i I I I I I I I I I I I I I , I I I ! I I ! I ! I I I f I I I I I I I ! I I I I I I I I I I I I I I I I I ! I I I I I I I I I I I I I I I I I I I I I I I I I I I I I ! I I I I I I I I I I I ! I I I I I I I I I I I I I I I I I I I i i I I I I I I I I ! I I I I I i I I I I .!'Uuu:~ IOU ~.!u (\ C D lC III i'l D ru:u: P TV ni 0; ."n.o............ Vi......".... . ..",&.0.... lOCATED AT: bit; lio~lesWWfl rwan SH'~/er Spring TOVii1ship, CUi11her~and CGLinti\ Mpchanic.shllro. PA 17055 fOP.: Estate of ,Jean R. Shover c/o Richard C. Snelbaker, Esquire ;1,;1 VJ Main c;tn>pl' MS>f'h::lnir<;;hllrn PA '1711:;;;; ,,, "., "'^"'. -"., '.'-'-J ^-"-"-^._^o.,w._."...~-.~..tt.,., .. '" "',. AS OF: ~ c..... 1;..<;, ~ j; I.,,f:;"'. ~ .... __ "'" ,. 4 ~ .. . ..,',. -- ..........................,. ""'''''. --......'.,. .......,. ..".... ^ ....,......j ._"",'-."r ~ \f'"""...'......"'-~p~.....-...~'lt"'" ~_I...,.~f...'",.... '~'''.1l.I:<-A.'\..<'i BY: .',,;w~;..-~. ;....;"--i.~.....~ Pit, Gerler<!! Appraisi.'r L. G. CONNOR REAL ESTATE APPRAISERS LiD 2159 Market Street. I.'U, t'lJ\ 4"'71'\"'. ,.", . ....--, ,., ...,. .. , ".,.;, , .. ..,.~.. H~;d F ~;Ut;, j;l ~(mW(Fi1 ,). l.G. Connor Real Estate Appraisers Pr I OellCriNinn FileNo. 01-183 Prooertv Address 518 Hoaestown Road Citv Mechanicsbura State P A liD Code 17055 leaal OeseriDtion Deed Book U13. Paae 464 Counl\t Cumberland Assessor's Parcel No. 38-20-1831-068 Tax Year 2001 R.E. Taxes g; 807.79 Sneclal Assessments ~ 0.00 Borrower NA Current Owner Estate of Jean R. Shover Occunant 1 Owner r 1 Tenant !Xl Vacant .. ProeerN liohts anoraised fX\ Fee Simnle r 1 Leasehold Proiect T vee I PUD I Condominium- IHUONA onM HOA $ NA /Mo. Neiahborhood or Proiect Name Silver Sorina Townshio Man Reference Census Tract 3240-0118 Sale Price g; NA Dateot SaleNA Descrinllonand !'amountof loan'charaes/concesslonslobenaid bv'seller NA Lender/Client Richard C. Snelbaker. Esaulre Address 44 west Main Street. Mechanlcsbura. PA 1705 Aooraiser Karen Darnev Address 2159 Market Street. Camo Hill. PA 17011 Location DUrban ~ Suburban 0 Rural Predominant Si'Cl1il family housin~ Present land use % Land use change PRI E AG Built up n Over 75% [5<1 25-75% n Under 25% occupancy $~OO} ~yrs) One family 90 [5<1 Not likely n likely Growth rate o Rapid IZ1 Stable o Slow IZ1 Owner 5 Low . ew 2-41amily 2 o In proC$S Property values 0 Increasing IZ1 Stable o Declining o Tenant 150+ Hiah 100+ Multi-family 1 To: Demaiid/suppi'y 0 Shortage L;J lil balance 0 Over suppiy I. [Zl VilCWll (il-5%) r'" IPredomina.'1t I . .. \ Commercial '7 I I J Marketino time II Under 3 mos. iXi 3-6 mos. II Over 6 mos. i II Vac.lover 5%\ i !1O-1UO S'U-5!r i Note: Race and the racial composition of the neighborhood are not appraisal facto.... Neighborhood boundaries and characteristics: The neiahborhood .boundariesareindicatedontheenclosedneiahborhood .map.ln - the addenda of this reoort. Uses within view are orimari/v residential in nature. Factors thal affect the marKetability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): . Schools shoooli111. emDlovment recreation and houses of worship are allwithli1 a 15~30 minute drlvlrill time ofthe - subject orooertv. Averaae oropertv maintenance orOllrams were observed. Emo/ovment stabilitv is aood due to the .. State Caoitolin Harrisbura.the Armv Suoolv,Oeoot in New. Cumberland. and. the Naval SuooLv.Deoolin Mechanicsbura. Steadv orice increases and MLS statistics show a aood demand for the area. Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time .- such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): Countv tax records and MlS statistics show orices to be stable. The MlS shows that the tvoical marketing time.for the area /s three to six months. Mortaaae funds are readily available with conventional loans beina 6.25% to 6.75% interest. fixed 30 Year. 95% mortaaae with UD to three points. Sellers are not reaulred to offer sales or flnanclna 'concesslons but seller assistance is occurrlna. Project Information for PUDs (If applicable) . -Is the developer/builder in control of the Home Owners' Association (HOA)? DYes ONo - . Approximate total number of units in the subject proiect Approximate total number of units for sale in the subject project Describe common elements and recreational facilities: . Dimensions 75' x 175' Der enclosed deed Topography level at street arade Site area 0.26 per tax office Comer Lot 0 Yes lSl No Size Averaae SpecifiC zoning classification and description R-1. Residential Shape Rectanaular Zoning compliance lSl Legal D legal nonconfonning (Grandfathered use) D Illegal D No zoning Drainage ADoears Adeauate Hiohest & best use as Imoroved: IX1 Present use n Other use {exlllain\ View Averaae Street Utilities Public Other Off-site Improvements Type Public Private Landscaping Tvolcal for the area Electricity 0 Street Macadam 0 0 Driveway Surtace Macadam Gas n Curb/gutter None n n Apparent easements Standard Utility Water ~ Sidewalk None 0 0 FEMA Special Flood Hazard Area DYes lSl No Sanitary sewer 0 Street lights None R R FEMA Zone C Map Date 5-2-83 Storm sewer n AIIev None FEMA M~n No. 420370 0020 B Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconfonning zoning use, etc.): Standard easements for electric teleohone. etc... There are no known or aooarent adverse easements encroachments or conditions that would ne Jativelv Imoact on the value of the subiect Drooertv. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units 1 Foundation Con. Block Slab None Area Sq. Ft. Roof D No. of Stories 1 Exterior Walls Brick & Vinvl Crawl Space Partial % Finished 0 Ceiling l?Sl Type (DetJAtl.) Detached Roof Surtace Shlnale Basement Partial Ceiling Unfinished Walls 0 Design (Style) Ranch Gutters & Dwnspts. Alum/Alum Sump Pump None Walls Unfinished Floor 0 Existing/Proposed Existlna Window Type Wood D.H. Dampness None Noted Floor Concrete None 0 Age (Yrs.) 53 Storm/Screens Y eslY es Settlement See Comnts Outside Entry None Unknown ~ Effective Aoe fYrs.\ 35-40 Manufactured House No Infestation Yes-See Cmts ROOMS Fover livinn Dinino Kitchen Den Familv Rm. Ree. Am. Bedrooms # Baths Laundrv Other Area Sa. Ft. - Basement . ~ Level 1 X 1 eat-In 2 1 1.043 r. level 2 - . Finished area above orade contains: 4 Rooms' 2 Bedroom(s\: 1 Bathls\: 1.043 Snuare Feet of Gross Livina Area . INTERIOR Materials/Condition HEATING KITCHEN EQUIP. ArnC AMENITIES CAR STORAGE: - Floors Cot.VlnvI.Wd/A Type FHA Refrigerator 0 None 0 Fireplace(s) # 0 None 0 Walls Plaster/A Fuel Oil Range/Oven l?Sl Stairs l?Sl Patio Cov. Rear lSl Garage # of cars Trim/Finish Wood/Stain/A Condition Avg!.-- Disposal 0 Drop Stair [J Deck 0 Attached Bath Floor VinvlJP COOLING None Dishwasher 0 Seuttl e 0 Porch Stoop ~ Detached 1 Poor Bath Wainscot Plastic/F Central None Fan/Hood ~ Floor ~ Fence 0 Built-In Doors Wood Other Microwave 0 Heated R Pool ~ Carport Condition NA WasherlOrver n Finished Wood Stove Drivewav 2 Additional features (special energy efficient items, etc.): Addition added to rear bedroom in 1962 oer executor. Area has was closets vinvl floor. and wood stove. Covered rear oatlo. Chair rail in Iivina and kitchen. Fanlllaht (See Addendum) Condition ot the improvements, depreciation (physical, functional, and extemal), repairs needed, quality of construction, remodeling/additions, etc.: Home. _ aaraae. and shed are infested with termites and caroenter ants Der Mr. Shover. Garaae and shed are in Door condition and aiven no value. Cost to treat for wood Infestation is $2.400. The toilet does not flush. ~ Cost to cure is $422. (See enclosed cost estimates). The wood SUDDort beam has failed and (See Addendum) Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of the subject property.: The pr~oertv is of an aae where lead based oaint may be oresent. The market does not Denallze the Drooertv. but the client should be advised of It's Dosslble existence. It Is assumed {See Addendum} UNIFORM RESIDENTIAL APPRAISAL REPORT eddie Mac Form 70 6/93 PAGE 1 OF 2 Fannie Mae Form 1004 6/93 = = . Garage/Carport _ SQ. Ft. @$ = Total Estimated Cost New..... __. ...... ................= $ Less Physical Functional External Depreciation I =$ Depreciated Value of Improvements .................. ................ =$ "As-is" Value of Site Improvements .................................... =$ INDICATED VALUE BY COST APPROACH .... -....... -................ = ITEM SUBJECT COMPARABlE NO. 1 518 Hogestown Road 195 Woods Drive Address Mechanlcsbur PA Mechanlcsbur PA --~:S~~c~O Sum.~ct I;;"! "\~~I~.jj'~~.0D~J;ii Price/Gross Uvino Area . $ rfj $ 66.'02 rtJ "",.1.. ._..I,... ... e-. A___"'_ e....& ._____'" VQlO QlIU,UI '.'~t ,.,,}t'-"III, ~... ...v......."".. COMPARABLE NO.2 COMPARABLE NO.3 327 W. Green Street 307 E. Portland Street Mechanlcsbur PA Mechanlcsbur PA within one mlie within one mile 84 500 eX/.V,,;, > ",' 70 000 90 000 $ .;,.i.} S 85.55 rtJ;, .' ..J.,,; ... L'l. A ___~. ~..J. 1_____& I.., o. ,,_P__I..~""" .___...._.. ......""', "'~........J ...^... ...~............. ........" ,...,~"".,...J "'A". ...........-..v.. Baths : -3000 Av ./Su erior Fee Sim Ie +1 500 0.27 acre Av . Street Ranch , Av TAbestos E ual Fair Total : Bdrms: Baths : 5 : 3 : 1 -'3 :300 '968 S . R : Equal Mln.Fln/Poor Avera e HtWtr I None Avera e -1 000 None Porch,Shed -500 None None DESCR1PTIm~ V~lification SOLlfGe VALUE ADJUSfiV1ENTS . ..1 Sales or Financing Concessions -_ n~.. _4 ('Io-l_~_... LlUU.. VI "'...... lUll" .Court..House.Recotds. DESCRJPTION DESCRiPTION ".''':.' >'....;:..)..,.",;;,....,i..". '.'.'1 Conventional ,"<,~;'i\;<:n:,(';;;;~} . None '43DOM , .' L:l ~ ~~ ~~ +'.... '$Ali ust. I FHA : CostS 91 DUM : I Q "0 n411t'-0,,,.. ; "'" __ _____,_. I -3 000 +1 500 +3 000 .7 500 Baths : 1 -0 1 '052 S . Ft. : Equal Rec Room Avera e FHA I None Avera e None Cov. Porch +500 None None -0 -1 000 +500 S 300 n, . . I r:x'! - : t 2270 rY} - :~ 9500 .. 67 730 .. 80 500 O.Did 0 Did Not. Inspect Property Slate State Fannie Mae Form 1004 .6-93 BorrovlerJClient NA . Pronertv Address 518 Hoaestown Road Cilv Mechanlcsbura Countv Cumberland Stale P A liD Code 17055 .Lender Richard C. Snelbaker. ESQuire Supplemental Addendum File No 01-183 · URAR: Additional Features Cont'd: ceiling fixture in living room. Suspended tile ceiling in kitchen. .URAR: .Condition -of-the.lmprovements -Cont'd: and lolly post added for additional support. Cracks noted in living/kitchen/bedroom walls (See enclosed photographs). Your appraiser is not qualified to determine structural soundness. Recommend an inspection be made by a professional engineer and a home insptection be done. This appraisal is based on the assumption that the house is structurallY sound and there are no adverse conditions except as observed. All exterior wood trim needs scraped and painted. Bathroom floor is soft upon step at bathtub base and around toilet. Subfloor needs replaced as needed. Vinyl floor needs replaced in bathroom. Interior needs painted. Kitchen ceiling tiles stained and needs replaced. Wood floor in one bedroom. Vinyl floor in rear bedroom. Plastic placed over underlying plastic tile in tub surround. Tub surround should be replaced. The home is in fair condition. There were no apparent functional inadequacies. The construction quality is typical for the area. The estimated effective age is below the actual age due to maintenance, condition, and comparison to competing neighborhoods. . Physical depreciation is attributed to age and deferred maintenance. Unless. otherwise mentioned, .there were no significant items observed that require immediate repair. Curable functional obsolescence due to non-functioning toilet. No economic obsolescence was observed. · URAR: Adverse Environmental Conditions Cont'd: that it is not present. If the client has a concern, then a qualified expert in this area should be contacted. There are no known or apparent adverse environmental. conditions. that would negatively impact on the sale of the .property. · URAR: Sales Comparison Approach Cont'd: as a measure of relative quality of the compo A lower adjustment indicates a better comp, and vice versa. The ratio of gross dollar adjustment to sale price for each of the comps is used to calculate the weight each comp should have in a weighted calculation. This weighted calculation is used to also indicate the estimated value of the subject. As with any method this technique is not perfect. However it does do a very good job of giving more weight to the most similar comps while at the same time minimizing values near the extremes of the indicated value range. The estimated weighted value is: $75,400. . SPECIAL LIMITING CONDITIONS: This appraisal is not a home inspection and the appraiser is not acting as a home inspector when preparing the report. The borrower has the right to have the home inspected by a professional home inspector. When performing the inspection of this property, the appraiser visually observed areas that were readily accessible. The appraiser is not required to disturb or move anything that obstructs access or visibility. The inspection is not technically exhaustive. The inspection does not offer warranties or guaranties of any kind. If the property is sold, this appraisal is subject to satisfactory inspection reports including, but not limited to: wood infestation, water test(s), septic inspection, radon, building inspections, etc. · URAR: SUPPlemental Certifications I certify that, This COMPLETE APPRAISAL- SUMMARY APPRAISAL REPORT was prepared by Karen Damey for the exclusive use of Richard C. Snelbaker, Esquire for use in estate settlement purposes. Estimated market value is the most probable price in terms of cash or in. terms of filiancial arrangements equivalent to cash. Mr.Snelbaker is considered my Client. The information and opinions contained in this appraisal set forth the appraiser's best judgment in light of the information available at the time of the preparation of this report. Any use of this appraisal by any other person or entity, or any reliance or decisions based on this appraisar are at the sole responsibility and at the sole risk ofthethird party. I accept no responsibility for damages suffered by any third party, as a result of reliance on or decisions made or actions taken based on this report. In my opinion, the reasonable exposure time linked to the value opinion is up to 180 days. I further certify that, to the best of my knowledge and belief: -The statements of fact contained in this report are true and correct. -The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. Fonn. T ADD - "TOTAL WOO for Windows" appraisal software hy a.la mode., inc. -t-BOO-ALAMQOE. Borrower/Client NA Pronertv Address 518 Hoaestown Road Citv Mechanicsbura Counlv Cumberland Slale PA lio Code 17055 Lender Richard C. Snelbaker Esauire Supplemental Addendum File No 01.183 -I have no present or prospective interest in the property that is the subject of this report or to the parties involved with this assignment. -My engagement in this assignment was not contingent upon developing or reporting predetermined results. -My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. -My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standard of Professional Appraisal Practice. -I have made a personal inspection of the property that is the subject of this report. -No. one provided significant professional assistance to the person signing this report. -This appraisal has been prepared in conformity with the requirements of the Code of Professional Ethics and the Standards of Professional Appraisal Practice of the Appraisal Institute. -The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly auth~riz.~e representatives. Hi'.)' . 'W Karen Damey, Certified General Appra' er Form TADD - "TOTAL 2000 lor Windows" appraisal software by a la mode, inc. -1-800-ALAMODE TAX MAP ... "- .;;-:---': .~ . :.'..: .~r--~-~~-:-~~--'-'-;;-' ~: ,.1 ~. ........;~- .~ ~, ., ___ .,1. Ig ~ ;:iJ.-'" .. " .' . .( , ~".~. > ,(' " ';' " '..~ ~ 99 (II .11\', B.l!I"~ ;";' i:. " ../ n. ~ . ~.. -,' ..' ". . .4 'J'.. \,: "1,,', '.. 0'..' .1, ...... ,11/'IJ': '"," ~. . '-\. J ',. ,I'" , ...{: '; ~.- ."J".' :1>- . ~:~L;,' 0,;\ " ',. 'J- ',:4 . ,;, " .. -. '. . .T -: b .\" ',. j, ,. '.. , , ',I ~:. . 'r. ",,:11 . ~., :0: ';'; .." '" .j " :.ilI'~....., .,J. ,~ .:'~'.::' :,i. ... ~ '.~,:f . .J . .;l U. ~ . '- " .. '. .. . . I. ~ ;,J'i ~ . ,. . ~i'~ol' ." .' , ,...... T .. . \ . ,- I. ./. ."~ .~... .;' . ir' ' '. :~ ":.. .r ":, ,:):' . ~ ....'"!i l.~ ,0_ ,\ . . It ..~'..: ,.:.... I .;.c..-....... : ",,."""'" ~h;J'..:" . . ... ~ " . ;.:" ,,,~.. . . ~..........." . ,.....,.,- " . .,:~-~:.:;;.. . I' ,:. . .r" . 4" .f.... " ,. ",., . :If~. '." ., 0' ~. ~1 . ~ I" "" '.J" ..,', .,.. .,.:..~. f.O....". " ';.k1~ 1 '" :gf ' ".... I .u i '1~' g .":"'~ l~',,#y\ . . f :l-1oo.: ,~. "'4l "1 .. ~.I ill' ,1-" ......~ ~, _.w " .-';CJJ: ,r .sli;......~ -::,..~---:~ 4 ,,J"--;4l"~~'" . . '__~, !-. -,...' ..'i-~~e..... " . \ ." .'. """. .'~ ~ . ~ ''-\-l.l-a' ~!. .,....; l~ t'".... ' ~,J" .'\\ ", ... " IOO.O,~ S ri . .~-'" .:- -=1 .~. FEE-SIMPLE DEED-Typewriter Clarion Press, Harrisburg. Pa. wl1is 3Jn~tntUtt f ~abe tue '11 Cfj) day of Hay in the year of our Lord One Thousand Nine Hundred and Forty-eic;h.t (1918). rsetween rJiE~jlm E. PJ\UI1JS EJlld 1,.IIHIN,1 J..IJ.t\ULU3, his \iii'e, of liural Delivery One, t;;e Doroucll of Llechanicsburc, in the County of Cumberland, and the State ai.' PelUlsylvania, (}rantbol's, Parties 01' tho lTil'st :Part .A l~ D J .illES K. ;L.lJ Vill:~ and JEj~l' h. ,jllU I~~~, his Vii fe, of the c.: ity of' l~arrisburG, in the County 01' Dauphin, und the State of PelUlsylvania, (}ran tees, IJ8rti es of the second part, 1!lmlitne~~etb, That the mid part ies of the first part, for and in consideration of the sum of One Dollar (',1.00) 8l1d otbe l' cood and valuable considerations 'd!Jli1rm~ lawful money of the United States of America, well and truly paid by the said part ies of the .second part to the said part i es of the first part, at and before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged, have granted, bargained, sold, aliened, enfeoffed, released, conveyed, and confirmed and by these presents do grant, bargain, sell, alien, enfeoff, release, convey, and confirm unto the said part i es of the second part their heirs and assigns, ~U that certmn lot of c:round tnown as Humber ,Jix (G) on the Uae Clepper ",;011' Plan laid out l,iurcll 24, 194'7, by 'J. G. P.ECliliL, Civil }~ngineer, recorded in the TIecorder's Office in and for Cwaborlan:1 County at O,arlisle, Pennsylvania, in Plan Boole l-ilU!lber 4, Page 1 ,situate on tho East side of Public Hand leClding from Ilocestm'll1 to i.iechanicsburg, in the 'l'o','Illship 01' Silver Spring, in the County of c.:umber~al1d, and the J.t ute of' l?ennsylv ania, bound ed end described as follows: -- lDT HUl.:Blill. SIX. BEGIIJJIl1G at a 1J'oint in the center of saic1 l-ublic l<.oad, at corner of' Lot liul:luer Seven, no,'J 01' lately Q1'll1ed by said n1lS ClEPPER -.;OLF, thence alone line of sarre l;orth eigh.t~l-seven degrees E03t one hundred and seventy-five (87*175) feet, to a point at line of other land110VJ or late of said l.~l!: CLEPPER '.:OIFj thence along lino of SUI:le I~orth three deereesJest seventy-five (3*'75) feet to 3. point at corner 01' Lot Hunber Five, in said Plot; thenc e along line of same 'south eighty-seven degrees 'iIest one hWldred Dnd seventy-five (8'7*1'75) feet to a point in the center of said rublic Hoad; thence alonG the center of same ~Jouth three degrees ~ast seventy-five (3*'75) feet to a point, the place of }l~GI!'IT.!D!G:- t 1':::' ?==r:F~~ Lot Fur/lboI' 3ix in th 8 3 aiel tLl'iE CI.1"T?1!...~ ";0LF Plan. . I'l' BEIlTG ::)'IJB:r.c;CT to the followinG GOlmITI:OlTS end K~TP.ICTIOl:S, binding upon the Parties hereto, their successors and assicns: 1. rIo building shall be erected less than forty-five (45) feet from the center of'said Public Road, . end no dwelling erected thereon to cost less than three thousand Dollars C?0,OOO.OO) above the foundation. 2. Ho Gas Station or Jun.lt Ya.rd to be permitted thereon. And no industrial or other business of a kind \'lhich Vlould affect injtu'iously the 8.1)pearancQ of the neighborhood or tho hoal ih of the residents of the neichborhood is to be cmducted thereon. 3. AIm 1!"1JRTlI2R that the lams shall not be civen to, . rented to, sold to, or occupied by anyone but Arnsrican Caucasians. ':.,1.. ILlo."ct~ll.()r ',.'}it11 t110 y'.-Lr.'llt .t~() 11~8 tl1<; \"foll 8it11J:,~to OIl. tllO lillO lFlt'ire0n tho lot nl)Ove Gescribed and Lot 110. 5 on tho nfol'c;snid Plan of Lots. SAID LOll havinc erected ~lereon a one and one-half story brick dVJellinc. hallS e. SAID Lori' being the. sa'lle .prernis'es;\'1l1.ich 'i.l.AE CLEPPER ',:OIF, und lTILLIAliI .A.. ';iOLF, her husband, by their Deeel dated June 30, 194'7, and v/hi ch Deed is recorded in the 1~0carderrs Office in and for the County of Cllrilberland, at Carlisle, Perillsylva..Ylia, in Deed Book "O", Volume lJ, and PaGe 429, Gl'8nted ond conveyed unto BP.E]::.'\IID II. PJ\ULUS, one 01' the Gl'Glltors, Parties of the 1!'1irst Part hereto. i' I I .:ESHENAURS FUELS, INC. !l!,copOtUlI PLUMBING · HEATING · AIR CONDITIONING · FUEL OIL · WATER TREATMENT. WELDING P. O. Box 2112. Harrisburg, PA 17105. Phone (717) 236-5031 .Fax (717) 236-5332 November 7, 200] Cory ShOVtT 1355 Concord Road r-..:kchanicsburg, P A 17050 329~ 7432 (Cell) 770-8293 Dear Mr. Shover. RE: 518 Hogestown R03d Mechanicsburg, P A The following proposal is tor the replacement of the galvanized \vaste pipe that serves the vent system for your bathroom andther-epla.~.nt ofyour,~xi$tin,g toilet: . i. \.V~ shall remove and dispose of the galvanized waste pipe that serves as patt oflhe vent systr;m for yourbatlu'oom. The vertical galvanized vent pipe that extends tlulI The roof is to rcma in as is. 1. We shall supply and install the necessary Schedule 40 pye pipe and fittings to replace Ihe galvanized pipe removed. We shall adapt the new PVC pipe to the existing ~asl iron. galvanized and copper drainpipe. J. We shall remove and dispose of your existing toilet. 4. We shall supply and install a Gerbt:r white round front toilet complete with ~eat. 111(: cost fol' the abov\;: proposal shall be: FOUR I'll..~roRED TWENTY TWO DOLLARS ($422.00) Thank you for allowing us to bid on your plumbing needs. WE PROPOSE to fumish labor and material - complete in accordance with the above specification,I) and subject to the terms of this agreement. .eavm_~nt to be made as follow!'): 50% down and balance due upon compJetion ofIhe job. contingent upori credit approvaf A 1 Y.i % monthly fmancecharge \-vill be applied to .all delinquent accounts for an annual raleof 15%.( "..J A.CCEPTED. The above prices and I:onditions are satisfactory and are ilereby ~ci,;eplcd. You an: authorized to do the \vork as i;pcci1i~d. Payment will b~ made us outlined above. Respectfully suhmitted, ESHENAURS FUELS INC. nJJ ~~ BY: tvlichael Harper/gfm Oak Of Accepl,mi:e 13'1 NOTE: TIlls propos.'ll may be withdrawn by us if not accepted within 30 days. By _____ ____._. AN EQUAL OPPORTUNITY EI\1PLO'{ER DOWI"I PAYMENT , . Amount I. Scqutacc Number RECEIVED AT COMPLETION Amounl I Dcoosit Number Account Number TERMINIX Termite Baiting System Protection Plan THIS CONTRACT PROVIDES FOR RETREATMENT OF A STRUCTURE AND THE REPAIR OF DAMAGES CAUSED BY SUBTERRANEAN TERMITES ONLY WITHIN THE LIMITS AND AT THE "REPAIR EFFECTIVE DATE" STATED IN THIS PlAN. Purchaser t. I., r" l~- 01- .j1;;l'\N I./.. S~vVI.:A Mailing Address Property Address SI ~ LA 0 (~ l. '> (UWN t< D '(011':.(- G 1\ It "(g' I City City ft\ l ~ IItN INh Telephone Stale S,a'e jJ 1\ E-Mail Address: Zip Code Zip Code Description of Structure(s) Covered t " II (if 20mmencing with the date of initial installation and for one year thereafter, for Ihe sum of $ d '1 0 (). (),,) ,,trm~ All provide the necessary services to the described property (hereinafter, whether one or nore, called the "Structures") to control or protect against subterranean (ground) termites (Reticulitermes ssp., Heteroterms spp.) and formosan termites (CoplOtermes spp.) This plan does 1121 control or >rotecl againsl aerial (above ground) infestation of any kind, drywood termites (Kalotermes spp., Incisilermes spp., Cryptoterms spp.) or other wood destroying organisms such as carpenter ants, powder. ,ost beetles, wood decay fungi, etc. I. SERVICE COMMITMENT Juring the term of this Agreement, Terminix will: [nstall the Terminix Termite Baiting System Monitor the System Add lermite bait to, and remove it from, the Terminix Termite Baiting Syslem as appropriate. :olony elimination or control is anticipated to occur within 6 to 24 months from commencement of the program, depending on geographical [ocation, weather andlor other factors. During this period before 'olony elimination or control is achieved, new damage from sublerranean termite infestation may occur. ;tale regulations may require specific treatment standards be performed for liquid termite treatments. These standards will not be preformed due to the fact that the Terminix Termile Bailing Syslem is a :onceplually different type of termite treatment. The termite bait used within the Terminix Termite Baiting System is registered for use in this state. !. CONTINUING PROTECTION '1 Q tJ. UJ t IlA ( ["rminix will extend service annually to the Purchaser for so long as Purchaser may own the property for $ _ per year payable on or before the end of the previous annual period. After the third annual ,eriod and each annual period thereafter, Terminix reserves the right to revise the annual extension charge. I. SERVICE COMMITMENT luring the term of this Plan, any further Terminix Termite Baiting System treatment found necessary by Terminix will be performed free of charge provided, however, if a fumigation or spot termiticide reatment is deemed by Terminix to be necessary 10 conlrol an aerial (above ground) infestation, Purchaset shall first agree to make access to such aerial infestation and to pay the additional charge nvolved. Terminix will inspect the Struclures annually or at any time upon the requesl of the Purchaser. I. DAMAGE REPAIR COMMITMENT I'his Plan provides protection against new subterranean termite damage to Structures and contenls effective 180 days from the date of initial installation, such effective date herein after call the "Repair :ffective Dale." The Repair Effeclive Date does not denole colony eliminalion or control. If new damage occurs after the Repair Effective Dale, Terminix will, upon nolification, inspect and arrange for he necessary repairs or replacement by a contraclor of its choice and pay Ihe entire cost of labor and materials as specified herein. New damage is defined as damage done by subterranean termites .obsequent to the Repair Effective Date; the definition excludes damage existing on or before Ihe Repair Effeclive Dale. Unless live lermiles are found in the damaged area, the damage discovered is old lamage and is nol covered under this Plan. Repairs for new damage to commercial struclures (including but not limited to multi-unit residential apartments, townhouses and condominiums) are limited in he aggregate 10 $300,000 during the life of Ihis Plan. 5. PURCHASER UNDERSTANDING OF PERFORMANCE OF THE TERMINIX TERMITE BAITING SYSTEM i'urchaser understands: The Terminix Termite Bailing System involves installation, an initial period of monitoring, colony elimination or control with termite bait, and subsequenl monitoring for continuous protection from new termite activity. [nlerval of from two 10 several months should be expected between: a) installation of Ihe Terminix Termile Baiting Syslem and sufficienllermite activity to allow additional termite bait; and b) addition of termite bait and complete elimination or control of the termite colony. I'herefore, IOta I time from initial installation 10 colony elimination or control is expected to be between 6 to 24 months, depending upon geographical location, weather and/or other factors. Additional services such as spot applicalions of convenlional termiticides are available for an additional fee to combat termite activity on a localized basis if desired, but are not necessarily need for termite colony elimination or control. n some circumstances the Terminix Termite Baiting System may not eliminate or control the termite colony. If after 24 months from commencement of Ihe Terminix Termite Baiting System, termite :olony elimination or control has not been achieved, Te.rminix may in its sole discretion propose treatment using conventional methods at no additional charge. [n that case Purchaser may elect to continue vith the Terminix Termite Baiting System (on the same terms and conditions) or Ihe conventional treatmenl. If Purchaser chooses nol to continue with the Terminix Termite Bailing System, this \greement will lerminate without further obligation of Terminix. If treatmenl using convenlional methods of treatment is offered by Terminix and elected by Purchaser, then Purchaser must first execute a leW written agremenl in Ihe form then in use by Terminix. Due to Ihe nalure of construction, Ihe exlent of existing termite damage, the degree of termite aClivity, application restrictions andlor Terminix ;uidclines. such new agreement may not provide any damage repair commitment. i. MISCELLANEOUS '" the event of additions or alterations to the Structures, Purchaser must give prior notice and arrange with Terminix for additional service at expense of Purchaser. Such additions or alterations lIay also require an adjustment 10 the annual extension charge. Upon transfer of ownership of tbe identified property, service may be continued upon request of the new owner and upon paymenl of the 'ontract Iransfer fee of $ . [n addilion, Terminix reserves the right to revise the annual extension charge upon transfer of ownership. [n the evenl Ihe new owner fails to requesl continualion ,f this Plan or does not agree to pay the transfer fee or the revised annual extension charge, this Plan will terminate automatically as of the date of the change of ownership. ,NY ADDITIONAL PROVIS[ONS ATTACHED HERETO INCLUDING THE MANDATORY ARB[TRATION AGREEMENT AND THE OTHER TERMS AND CONDITIONS ON THE REVERSE SIDE AND THE NSPECfION GRAPH DATED ,ARE PART OF THIS PLAN. Icrminix has provided Ihe Purchaser with a copy of the manofacturer's specimen label or olher state required documents for the termiticide(s) which will be used to Ireat the aboved-named property. ['he inilial trealment will occur wilhin 30 days of the date of the contract and will be completed as set forth herin. n Ihe event you have any questions or complaints, you may contact a Terminix representative by calling 1-800- TELLTMX (1-800-835-5869). ,OTICE: YOU, THE PURCHASER, MAY CANCEL THIS TRANSACTION AT ANYTIME PRIOR TO MIDNIGHT OF THE THIRD BUSINESS DAY AFTER THE DATE OF THIS TRANSACTION. ;EE THE ATTACHED NanCE OF CANCELLATION FOR EXPLANATION OFTHlS RIGHT. Terminlx Representative (signature) Date Purchaser Termlnlx Representative (print name) !oJ A, Terminix Address ^' 1\ t, ,J 111, Date Telephone I Hj" 7 ;) j.)r. City State Zip Code rIWW.terminix.com .<ey 33078 Rev. 4/01 RIP 4/01 01998 The Terminix International Company, loP. CUSTOMER COpy . Building Sketch Il'orrower/Client NA ProoertvMdress -518 Hoaestown Road Citv Mechanlcsburo Countv Cumberland State PA Zin Code 17055 lender RIchard C. Snelbaker Esaulre 13.00' ~ b 0 <<:> BR Patio b 0 N b ..... 6.00' ~ 12.00' Sitting b Area DA ~ KIT 1.0 -.:t b 0 ..; N- LR BR b 13.00' 0 . ..; 18.00' . : Sloop' ....~ NOTE: Interior Sketch Not To Scale Sketch N YMdCJwI. ~ Comments: Area GLAl -PiP AREA CALCULATIONS SUMMARY Name of Area Size First Floor 1043.0000 Patio 210~0000 Totals 1043.0000 210.0000' LIVING AREA BREAKDOWN Breakdown Subtotals First Floor 13.00 x 45.00 5.00 x 29.00 13.00 x 24.00 1. 00 xl. 00 585.0000 145.0000 312.0000 1.0000 TOTAL LIVABLE (rounded) 1043 4 Areas Total (rounded) 1043 Form SKT BLDSKI - "TOTAL 2000 for Windows" appraisal software by a la mode, inc. - 1 "800-ALAMODE Subject Photo Pagf~ Cumberland )-.,-" ;"! Subject front 518 Hogestown Road Stiles Fficn NA UiGSS Aii'i! 1,043 'Vii' 4 :2 luLJ 1 Average Avg. Street 0.26 Avcrane 53 years VY'll Subject fimn Subjet:t rage SUbject Photo Pag{} "~''''';''''<::*,~;W;j;'W;';~''''''m'::_",,"'<i>it ::I>,..,....-~~.- ", I I ,=,-"-~""^"::',,,"~~_...,,.,,,,-~.. ~;utrv~;dre '! I.i Subject Interior 518 Hogestown Road Sdies Prlce r~JA AI"" 1,043 Tdal Hn!i)) 4 Total Bedrddni\ 2 T oral Batt;; c:yns 1 LUCdh.Jl'j Vh>N Sire Avcld!Tjt: Avg, Street 0.26 Average 53 years Subject Street SUbject Street Comparable Photo 5'18 Mer: tldlHcsburq Curnberland ':,;-;!,' P/l.. 11055 1 1 'H:; IJ'JnndR. Oritm One hlock !! .! V iL~)' Ij'(JH.i .; ... 2 1 A"('l/~il' H1/.r'int' ' ~";::J' -- ^'.I.~ --" _.~. MVq. .;::HH:t:l fl "l"') '':41'" tt.t.",<:tU v........._ U"...J'~IO,,,~t l.l.vO.lBnck 2 '121 W Gn>Pl1 Stn'pt within one mile :JtJo " " 3 I M \f!4, 00 I:\:t {t27' acre <t 'HI1 F Pnrtlanrl Strpp! within one rnlle 90,000 I,Ut).: c. '# 3 1'111\1. 0\1 et:' tJ,'!5 Jeff. 48 Vf:ars REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jean R. Shover SCHEDULE B STOCKS & BONDS FILE NUMBER 21-2001-0961 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 PPL Corporation, 186.348 shares of cammon stock valued at $36.85 per share 6,866.92 2 Allied Irish Banks, p.l.c., 30 shares of conm:m stock valued at $17.33 per share 519.90 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7,386.82 7 CPA31 NTF 10905 Coovnaht Forms Software Only. 1997 Nelco. Inc. . REV-15~8 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jean R. Shover SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-2001-0961 Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Household goods retained by family 240.00 2 Household goods sold by Brickerls Auction 1,194.50 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1/434.50 7 CPA81 NTF 10908 Copyright Forms Software Only. 1997 Neice. Inc. . REV-15~9 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jean R. Shover SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-2001-0961 If an asset was made Joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A Cory J. Shover ADDRESS 1355 Concord Road Mechanicsburg, PA 17050 RELATIONSHIP TO DECEDENT Son JOINTLY-OWNED PROPERTY: LETTE R DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR MADE Include name of financial institution and bank DATE OF DEATH JOINT account number or similar identifying number. DECO'S VALUE OF NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1 A prior 99 M&T Bank, statement savings 10,631. 34 50.000 5,315.67 account # 15004200018130 2 A prior 99 M&T Bank, checking account 2,510.24 50.000 1,255.12 #2671082689 TOTAL (Also enter on line 6, Recapitulation) $ 6,570.79 7 CPA91 NTF 10909 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only. 1997 Nelco. Inc. REV-1510 EX + (1-97) . . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jean R. Shover SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-2001-0961 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. DESCRIPTION OF PROPERTY %OF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S (IF TAXABLE VALUE RELATIONSHIP TO DECO & DATE OF TRANSFER. NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE) 1 Memters First Federal Credit Union, 376.86 100.00 0.00 376.86 checking account #200573-11 2 Memters First Federal Credit Union, 3,853.92 100.00 3,000.00 853.92 savings account #200573-00 3 M&T Bank, IRA account 2,384.32 100.00 2,384.32 #35004200225214 TOTAL (Also enter on line 7, Recapitulation) $ 3,615.10 7 CPA01 NTF 10910 (If more space is needed, insert additional sheets of the same size) COPYright Forms Software Only, 1997 Nelco, Inc. .REV-15\1EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jean R. Shover SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2001-0961 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION A. FUNERAL EXPENSES: AMOUNT None B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State 0.00 Zip Year(s) Commission Paid: 2. 3. Attorney Fees Name : Snelbaker, Brenneffi3Il & Spare Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 3,500.00 0.00 4. Probate Fees 103.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 See Schedule attached Total fran continuation page (s) 1,637.60 7 CPA11 NTF10911 Coovriqht Forms Software Only. 1997 Nelco, Inc. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5,240.60 Estate of: Jean R. Shover Item No. Sa1EDUI..E H, PART B - - Administrative Costs Description 7 Cumberland County Register of Wills, filing fee for Inheritance Tax Return 8 L.G. Connor Real Estate Appraisers, appraisal fee for Cumberland County Property 9 L.W. Brodisch Real Estate, appraisal fee for Juniata County property 10 The Patriot-News, advertising Executor's notice 11 Cumberland law Journal, advertising Executor t s notice 12 Bricker's Auction, commission on sale of household goods 13 Reserve for filing fees, accounting fees and other costs associated with the administration of Decedent's estate 'IarAL. (Carry forward to main schedule) . . . . . . Page 2 21-2001-0961 l\rrount 15.00 275.00 275.00 113 .10 75.00 384.50 500.00 1,637.60 . REV-1.513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA . INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Jean R. shover No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Cory J. Shover 1355 Concord Road Mechanicsburg, PA 17050 2 Jody S. Shover 31 North Conley lane Etters, PA 17319 3 Craig F. Shover 24 Bill Duggan Drive Etters, PA 17319 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Son Son 21-2001-0961 AMOUNT OR SHARE OF ESTATE 46,136.07 39,565.27 39,565.27 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 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 None S. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) ,-- LAW OFFICES SNELBAKER. BRENNEMAN Be SPARE LAST WILL AND TESTAMENT I, JEAN R. SHOVER, of the Township of Silver Spring, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor or Executors, as the case may be, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, in equal shares unto my three (3) sons, namely, CORY J. SHOVER, JODY S. SHOVER and CRAIG F. SHOVER, share and share alike, absolutely and in fee simple. If any of my said sons should predecease me, I order and direct that the foregoing share attributable to such deceased son shall be distributed unto his issue per stirpes by representation and not per capita. LASTLY. I nominate, constitute and appoint my son, namely, CORY J. SHOVER, to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my sons, namely, JODY S. SHOVER and CRAIG F. SHOVER, to be the Executors hereof, each and all to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, ,lEAN R. SHOVER have hereunto SQt my hand and seal to this my Last Will and Testament, which consists of two (2) typewritten pages to which I have affixed my signature this 29th day of August, A.D. Two Thousand One (2001). R. r~)11 tnJ 'tAl I " z.. C\/Y} (f Jean R. Shover (SEAL) .. - .. ,. The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by JEAN R. SHOVER, the Testatrix therein named, as and for her Last Will and Testame in the presence of us, who, at her request, in her presence and in the presenc of ach ve subscribed our names as witnesses hereto. ~9.~~ COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) We, JEAN R. SHOVER, RICHARD C. SNELBAKER and JANE J. COONEY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his or her knowledge, the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~()J1j ~. 6J(,,~ c) U,j Testatrix -~ itwa.~~ Wit ess r Subscribed, sworn to and acknowledged before me by JEAN R. SHOVER, the Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANE J. COONEY, the witnesses, this 29th day of August, 2001. ~Y~~l?rn~ LAW OFFICES SNELBAKER. BRENNEMAN & SPARE -2- Not8I1aI SeeI IulIM L lych, Notary PublIc UedwlIcsburg 9Oro, Cumberland County My CommI8slon Expires Nov. 24, 2003 A9sOcfatton of N - /?- /o---y: \ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG~ PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOKANCE OR DISALLOKANCE OF DEDUCTION~~ AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-15'l1 EX AFP 101-02) CORY J SHOVER 1355 CONCORD RD MECHANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSHI'DC ACN 10-14-2002 SHOVER 09-24-2001 21 01-0961 CUMBERLAND 196-14-2403 01153784 Allount Rellitted JEAN R rl MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=is4-i-ix--AFP--roi-:ozl------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-14-2002 ESTATE OF SHOVER JEAN R DATE OF DEATH 09-24-2001 COUNTY CUMBERLAND FILE NO. 21 01-0961 TAX RETURN WAS: S.S/D.C. NO. 196-14-2403 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01153784 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 200573-11 TYPE OF ACCOUNT: () SAVINGS (>0 CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-06-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 1.000 .00 .00 .00 .45 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT~ SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS~ AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" ( CR) ~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /?-/.s: .y' ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOHANCE OR DISALLOHANCE OF DEDUCTION~~ AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-02) CORY J SHOVER 1355 CONCORD RD MECHANICSBURG PA 17055 : :1\ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 10-14-2002 SHOVER 09-24-2001 21 01-0961 CUMBERLAND 196-14-2403 01153788 Allount Rellitted JEAN R MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iifv=is4-i-i)f-AFP--foi-:021------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-14-2002 ESTATE OF SHOVER JEAN R DATE OF DEATH 09-24-2001 COUNTY CUMBERLAND FILE NO. 21 01-0961 TAX RETURN WAS: S.S/D.C. NO. 196-14-2403 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01153788 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 200573-00 TYPE OF ACCOUNT: (~SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-06-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 853.92 1.000 853.92 .00 853.92 .45 38.43 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 10-22-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 38.43 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .76 TOTAL DUE 39.19 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /?-~'- Y "\, L BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 11128-0601 CORY J SHOVER 1355 CONCORD RD MECHANICSBURG COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HE~D OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN * REY-1U4 EX iFP 112-00> 11-05-2002 SHOVER 09-24-2001 21 01-0961 CUMBERLAND 196-14-2403 01153788 Allount Rellitted JEAN R PA 17055-0000 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP (12-00) __ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS -- DATE 11-05-2002 ESTATE OF SHOVER JEAN R DATE OF DEATH 09-24-2001 COUNTY CUMBERLAND FILE NO. 21 01-0961 ADJUSTMENT BASED ON: S.S/D.C. NO. 196-14-2403 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 01153788 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 200573-00 TYPE OF ACCOUNT: (X) SAVINGS () CHECKING () TRUST () TIME CERTIFICATE DATE ESTABLISHED 01-06-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 1.000 .00 .00 .00 .45 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) REV-AEX (6-88,),. '*' INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER REVIEWED BY ACN 2101-0961 01153788 JEAN R. SHOVER Phyllis Hoch ITEM SCHEDULE NO. EXPLANATION OF CHANGES ADJUSTED ABOVE ACN TO ZERO. REPORTED ON PROBATE RETURN SCH G-2. ROW PaQe 1?-/6-- </ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-11-2002 SHOVER 09-24-2001 21 01-0961 CUMBERLAND 101 RICHARD C SNELBAKER SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG PA 17055 *' REY-1547 EX AFP (01-021 JEAN R Allount Rellitted ) CHANGED (1) (2) (3) (4) (S) (6) (7) 111,500.00 7.386.82 .00 .00 1,434.50 6,570.79 3,615.10 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=is4-j-E3f-AFP--foi-=oz'r-No'T-icE--OF-'rNHEififAifcE-TAjc-A-PPRA-isEirENT~--AL1-owAircE-ifi-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHOVER JEAN R FILE NO. 21 01-0961 ACN 101 DATE 11-11-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 5~240.60 NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent. 130~507.21 5.240 60 125~266.61 .00 125~266.61 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate 16. Allount of Line 14 taxable at Lineal/Class A rate 17. Allount of Line 14 at Sibling rate 18. Allount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: .00 (11) (12) (13) (14) (1S) .00 X 00 = .00 (16) 125~266.61 X 045 = 5~637.00 (17J .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 5~637.00 .-",nl;nl R..."'....... . II (+ J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-20-2001 CDOO0665 73.68 1~400.00 12-20-2001 CDOO0666 200.00 3~800.00 09-26-2002 CDOO1658 2.52- 177.00 11-04-2002 REFUND .00 11.16- TOTAL TAX CREDIT 5~637.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /?- /c-~ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REV-16D7 EX AFP (ol-D2) RICHARD C SNELBAKER SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH ,FILE NUMBER ,;COUNTY ACN 11-18-2002 SHOVER 09-24-2001 21 01-0961 CUMBERLAND 101 JEAN R Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=i6o-j-ix--AFP--fl.-f=o2i-------...--iNifERIi'-ANc"E-YAX--SylffEME-NY-OF-ACfcouiff--...--------------------- ESTATE OF SHOVER JEAN R FILE NO. 21 01-0961 ACN 101 DATE 11-18-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE~ APPLICATION OF ALL PAYHENTS~ THE CURRENT BALANCE~ AND~ IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-04-2002 P R I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 5,637.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-20-2001 CDOO0665 73.68 1~400.00 12-20-2001 CDOO0666 200.00 3~800.00 09-26-2002 CDOO1658 2.52- 177.00 11-04-2002 REFUND .00 11.16- TOTAL TAX CREDIT 5,637.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE~ SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $l~ NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SNELBAKER RICHARD C ESQUIRE 44 WEST MAIN STREET MECHANICSBURG, PA 17055 _____n_ fold ESTATE INFORMATION: SSN: 196-14-2403 FILE NUMBER: 2101-0961 DECEDENT NAME: SHOVER JEAN R DA TE OF PAYMENT: 04/09/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/24/2001 NO. CD 002404 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $53.75 I I I I I I I I TOTAL AMOUNT PAID: $53.75 REMARKS: CORY J SHOVER C/O RICHARD C SNELBAKER ESQ CHECK# 110 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS .. /7-15 - tf ( REV-1500 EX + (6-00) OFFICIAL USE GNLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0961 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Shover, Jean R. 196-14-2403 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 09/24/01 12/26/1922 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER , COR- RE- SPaN DENT I J. Remainder Return CHECK 8 1. O.riglnal Return ~ 2. Supplemental Return 81 (date at death prior to 12-13-82) I L d E I 4a, Future Interest Compromise 5 F diE T R APPRO- 4. Imlte state (date of death atter 12-12-'32! . e era state ax eturn P.eaUlred PRIATE 'I b 6. Decedent DIed. Testate 7 Decedent Maintained a LIving Trust T I (Attach copy 01 Wdl) (Attach a copy of Trust) 8. ota Number of Safe Deposit Boxes BLOCKS L'" P R" U 10. Spousal Poverty Credit (date at death between 0 11. "lectlOn to tax under Sec. 9113(A', I 9. Itlgatlon roceeds ecelvea 12-31-91 and 1-1-95) (Attach Sch C) THlSSECTtON..MUST.BE'..COMP.LETEO.ALLCORRESPONDENCE&CONFIDENTIALTAX..INFORMATION..SHOULO'BE'.OfRECTI;O.rO: NAME COMPLETE MAILING ADDRESS Richard C. Snelbaker 44 West Main Street I FIRM NAME (If Applicable) Mecr.l.CUlicshlYS 1 FA 1705::: , Snelbaker 1 Brenneman & Soare, P. c. I TELEPHONE NUMBER i717-697-8528 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1 ) (2) None 1,194.37 None None OFFICIA.L USE ONLY 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested (6) None None RECA- PITULA- TION 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) None 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 10. Debts of Decedent. Mortgage lIabIlitIes, & LIens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116(al(1.2! x.o (15) TAX ! 16. Amount of Line l4taxabie at lineal rale 1, 194 .37 X.O 43 (16) COMPU- 17. Amountof Line 14 taxaole at sibling rate 0.00 X .12 (17) TATION 18. AmountofLine 14 taxable at collateral rate 0.00 X .15 (18) 19. Tax Due (19) . 20. 11 I CHECK HERE IF YOUAREREQUESTtNG A REF1.INDOFAIIIO\1ERPAYIVlENTl (8) 0.00 None (11 ) (12) (13) 1,194.37 0.00 1,194.37 None (14) 1,194.3.7_ 5:;.75 0.00 0.00 53.75 ",. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND R.ECHECK MATH"" J PA15001 ,""!iF 29755 Copyngnt 2000 Greatland/Ne~co :....F - rfJr:TIs .software '=:r1IY PA REV-1500 EX (6-00) Decedent's Com lete Address: STREET ADDRESS 518 H estown Road Page 2 Silver CITY Mechanicsbur Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount . , Cumber land Count STATE PA ZIP 17050 (1 ) 53.75 Total Credits (A + B + C) (2) 0.00 J. Interest/Penalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 53.75 (5A) 0.00 (5B) 53.75 Total Interest/Penalty (D + E) 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If 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. B. Enter the total of line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT . .. - - -------....<.'.',',..-.,",."._-:.-,"..',.........',..,",'...._.',','..',','....,'..,','.',.,'.'..-..-....','.",..'.'.,-.-....',',','..,.,..',.,.,'.-.,-.-.',..'.'.,-.-,.,-.',.,',',',....-,. ..-- --------- ----........"... PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 . Did decedent make a transfer and: 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. 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 information of which re arer has anv know edqe. SIGNATURE OF PE R ~GRETURN Yes No ~ ~ 8 8 o D~T. (, zit:' .'7 D JEI /ff03 ADDRESS 44 West Main Street, Mechanicsburg, PA 17055 ..-_.,.,.,...-....,.,:,..:-::.:.:.:.'..,.,'.',..'..,.,-.....-,.-....;.'<,.,'.'.'.'.',.,',.,.,.....-'...-.---:-.,:-..'........,..',.,.......,..'..:-.....-:-:-.,..'..,.......-.....-....-:-:..,:-:.',... ..,..'........-..-......-:-'-:-:......-:..,...,.,.,............--:..-:-:-:-..--:-:,.,'....,..',.,..._.-:-:-:..,.,:......-:,...,'..,..................-...',.,'.',.'.:-..'.............'.'..,........... ........-...-.,'.......----.........,.......-...,..'-.,.-.,.,--'..,'".,..',',....,---'.,'.,.,',.,'...'.-. . - . . . ' , , " ,-. . , , . , ,',',','.' :':::-: :.':::'::::--:: _:,:,::::::::::':::::::::::<:>::-:::::::,,:::::::::;:;:::::::::::::::::::>::::::;-::::-::::;:::::::;:;:;:\:;:::;:::::::::::::::::::: :-::;:;:::;;::;:::::::::::::::::::::::::::::::::;::-;:;:;:::>::::::::;:::::::::::-::::;:::::;:::::::::;:<::::::-:;:::::::::::::;:::::;:::::;:::;::::::::::::::-::::::::::::::;:::::::::::::;::-::::::>: :::::>:::::::::<:::;:;:::;<::::::;:::::::::.::::,::::::::<:::";::,':::: :-:' :,'';' .- . For dates' 'of' 'd'e'at'h- 'o-~- ~~' aft'e 'r' 'jul y" 'i ~" '1' 99'4"~-~ d\;ef ~'~'e"J'~~'~-~~-Y' '1': '1'g'9-5~"'t'h'~' t~~ '~~i~";'~p-~-~~'d-.~.~'t"h'~"~'~-t'-~.3:I'~'~' ~'f"'t-~'~-~'~'f~;~'-t~-'- ~-~'-f,~.~'t'h..~.-~~,~,.~.tt-h-'~'-s~'~~'i'~l'~'g"~'p'~'~'~'~ -1'5- 3~/~ [72 P. S. 9 9116 (a) (1. 1 )(1)]. Far dates of death on or after January 1, 1995, the tax rate 15 Imposed on the net value of transfers to or for the use of the survIving spouse is 0% [72 P,S. 9 9116 (a) (1, 1) (II)]. The statute doe~ nnt p.xp.mot 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 survlvmg spouse is the only beneficiary, cor 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 at a natural parent, an adoptive parent, QC a stepparent of the child IS 0% [72 P.S. 99116(a)(1.2)]. The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficlanes IS 4.5%, except as noted In 72.P,S. 99116(1.2) [72 P.S. 9 9116(a)(1)]. 7he tax rate Imposed an the net value of transfers to or for the use af the decedent's Siblings IS 12% [72 P.S. 9 9116(a)(1.3)]. A Sibling IS defined, under Section 9102. as an IndiVIdual Nho has at least one parent In C:lmmon with the decedent. whether bv blood or adoption. o PA15002 NTi= 29756 COPYright 2000 Greatland/Nelco LP - Forms Software Only Estate of: Jean R. Shover 21-2001-0961 The following person(s) are signing the return as representative(s) of the estate: Cory J. Shover 1355 Concord Road Mechanicsburg, PA 17050 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jean R. Shover SCHEDULE B STOCKS & BONDS FILE NUMBER 21-2001-0961 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Allied Irish Banks, p.l.c., account number 2437-0000146381 held in the name of James K. Shover (deceased spouse of Jean Shover) , 68.2496 shares of common stock valued at $17.50 per share 1,194.37 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 1, 194 .3_I. 7 CPA31 "TF 1 0905 REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Jean R. Shover No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 21-2001-0961 AMOUNT OR SHARE OF ESTATE 1 Cory J. Shover 1355 Concord Road Mechanicsburg, PA 17050 Son 398.12 2 Jody S. Shover 31 North Conley Lane Etters, PA 17319 Son 398.12 3 Craig F. Shover 24 Bill Duggan Drive Etters, PA 17319 Son 398.13 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17. 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 None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 7 CPA13 NTF 10913 (If more space is needed, insert additional sheets of the same size) 0.00 - i:IVrlght Forms SOftware Only. 1997 Nelco. Inc. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Cory J. Shover being duly sworn according fo law, deposes and says thai' he is the Executor of {'he Estate of Jean R Shover late of __Silver _S. prin~_Township ., Cumberland County, Pa., deceased and fha~ fha w~fh;n Js an inventory made by Cory J. Shover , the said Executor of the enf;re estate of sa;H deceSenf, cons;sting of all the personal property and real esfafe, except real estate oufslde the Commonwealth of Pennsylvania, end fhaf fha f;gures opposite each item of fha Inve~ory represent ;f's fair value as o{ the date of decedenf's death. ~~h~~~~t Cor or Sworn and subscribed ~oe{ore me, May 17th ]~f 2004 ~q.D'5 ~Concord Road Mechanicsburg, PA 1'/(350 Date of Death 24th COMMONWEALTH OF PENNSYLVANIA NOta~ Seal Sandm K. ~ Nolmy Public My ~ Ex, ms Nov. 22. 2007 Member, Pennsylvania As~n(~[~lrt~s 2001 Day Month Year INSTRUCTIONS I. An inventory must be filed wlfhln three months after appolnfmenf of personal represenfaflve. 2. A supplement inventory must be filed wlfh;n fhlrty days of discovery of addlflonal assets. 3. Addlflonal sheets may be ateached as fo personalty or realty 4. See Article IV, Fiduciaries Act of 1949. Inventory of the real and personal estate of JEAN R. SHOVER, Deceased PERSONALTY: PPL Corporation, 186.348 shares of common stock valued @ 36.85 per share Allied Irish Banks, p.l.c., 98.2496 shares of common stock valued at $17.33 per share Household goods retained by family $115.00 and sold by Executor $125.00 Household goods sold via public auction by Bricker's Auction M&T Bank, IRA account # 35004200225214 TOTAL PERSONALTY: REAL ESTATE: 1. Property known and numbered as RR2, State Route 1003, Fayette Township, Juniata County, McAlisterville, PA 17049, appraised value Property known and numbered as 518 Hogestown Road, Silver Spring Township, Cumberland County, Mechanicsburg, PA 17055, appraised value TOTAL PERSONALTY AND REAL ESTATE: 6,866.92 1,714.27 240.00 1,194.50 2,384.32 $ 12,400.01 36,000.00 75,500.00 $ 123,900.01 Page 1 LAW OFFICES SNELBAKER ~RENNEMAN ~ SPARE The The 1. 2. 3. 4. 5. 6. 7. The 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. ESTATE NO.21-01-0961 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY CORY J. SHOVER, EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF JEAN R. SHOVER, DECEASED, LATE OF SILVER SPRING TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Cory J. Shover, as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: DATES EXECUTOR'S NOTICE ADVERTISED: Cumberland Law Journal Patriot-News Co. September 24, 2001 October 18, 2001 November 2, 9, 16, 2001 October 30, November 6, 13, 2001 FIRST AND FINAL ACCOUNT PERSONALTY - PRINCIPAL ACCOUNT DEBITS Accountant charges himself with the receipt of the Decedent's personalty, goods and chattels as set forth in his inventory heretofore filed in the amount of: Accountant charges himself with the following additional receipts: Ameritas Life Insurance Co., life insurance proceeds Cory J. Shover, funds from M&T Bank joint account #2671082689 Commonwealth of PA, refund on Inheritance Tax United Water, refund on water service PPL, refund on electric service Comcast, refund on cable TV service Allied Irish Banks, gain on sale of 68.2496 shares TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS Accountant claims credit for the payment of the following items from Decedent's Personalty Account: Register of Wills, estimated Inheritance Tax payment $ Bricker's Auction, commission on sale of household goods Register of Wills, filing fee for Inheritance Tax Return Register of Wills, Agent, Inheritance Tax Register of Wills, additional probate fee Register of Wills, Agent, Inheritance Tax due on Supplemental Return Register of Wills, filing fee for Supplemental Return Register of Wills, Agent, additonal amount due on Supplem~.l ~urr~7 ,[,~U ~70. Snelbaker, Brenneman & Spare, P.C., attorney services ..... ~;'~ ~'~ Snelbaker, Brenneman & Spare, P.C., costs advanced: a. Register of Wills, short certificates 12.00 b. The Patriot-News, advertising Executor notice 113.10 c. Cumberland Law Journal, advertising Executor notice -- 75.00 d. Register of Wills, probate fee 103.00 $ 12,400,01 1,734.61 650.00 11.16 11.02 9.23 8.67 734.05 15,558.75 1,400.00 384.50 15.00 177.00 155.00 53.75 15.00 2.26 3,500.00 303.10 Page 1 LAW OFFICES SNELBAKER ~RENNEMAN ~ SPARE Items to be paid subsequent to confirmation of Final Accounting: 1. Reserve for filing fees, accounting costs and other costs associated with the administration of Decedent's estate 'OTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the following Income from the investment of Personalty Principal: 1. Orrstown Bank, estate checking account, interest 2. Allied Irish Bank, dividends 3. M&T Bank, IRA account #935004200225214, interest TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY- INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Personalty Principal Account: 1. United States Treasury, 2003 Fiduciary Income Taxes 2. PA Department of Revenue, 2003 Fiduciary Income Taxes 3. Greenawalt & Company, P.C., preparation of 2002 Fiduciary Income Taxes 4. Greenawalt & Company, preparation of 2003 Fiduciary Income Taxes TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of Decedent's Real Estate as set forth in his Inventory heretofore flied in the amount of: ]'he Accountant claims credit for the following additional receipts: 1. Beth Ann and Cory Jason Shover, reimbursement for homeowners insurance TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS ]'he Accountant claims credit for the payment of the following items from Real Estate Principal Account: 1. L.G. Connor Real Estate Appraisers, appraisal fee Mechanicsburg property 2. L.W. Brodisch Real Estate, appraisal fee Juniata County property 3. Donegal Mutual Insurance Co., homeowners insurance 0,. Beverly E. Richmond, 2003 Real Estate Taxes, Juniata County property 5. Beverly E. Richmond, 2003 Real Estate Taxes, Juniata County property Donegal Mutual Insurance Co., homeowners insurance 7. Beverly E. Richmond, 2004 Real Estate Taxes, Juniata County property 3. Realty Transfer taxes on property located at 518 Hogestown Road, Mechanicsburg Adjustment from appraised value to purchase price to Beth Ann & Cory Jason Shover TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: Page 2 1,000.00 7,005.61 11.55 23.35 172.69 $ 207.59 $ 611.00 74.00 355.00 300.00 $ 1,340.00 111,500.00 313.00 $ 111,813.00 $ 275.00 275.00 326.00 183.42 443.06 503.00 214.38 630.00 12,500.00 $ 15,349.86 LAW OFFICES SNELBAKER. ~RENNEMAN REAL ESTATE - INCOME ACCOUNT DEBITS Fhe Accountant charges himself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items From the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: Page 3 $ NONE $ NONE $ NONE $ NONE PERSONALTY: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY RECAPITULATION 15,558.75 7,005.61 207.59 1,340.00 $ 8,553.14 $ (1,132.41) 7,420.73 LAW OFFICES SNELBAKER ~RENNEMAN & SPARE REAL ESTATE: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: TOTAL FOR DISTRIBUTION: Page 4 $ 111,813.00 S 15,349.86 $ NONE $ NONE $96,463.14 $ NONE 96,463.14 103,883.87 LAW SNELBAKER. BRENNEMAN ,~ SPARE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) Cory J. Shover, Executor, bein§ duly sworn accordin9 to law deposes and says: that he is the Executor of the Estate and under the Last Will and Testament of Jean R. Shover, Deceased; that he is the Accountant herein; that the foreooing is a true and complete accounting of his administration of said Estate; that the attached list or schedule [*] contains the names, addresses and amounts due unpaid creditors who have given proper notice of their claims; that the attached list or schedule [**] contains the names and addresses of all persons interested in the distribution of said Estate; and that the facts set forth herein are true and correct to the best of his knowledge, information and belief. Sworn to and subscribed before me this ] 7t]~y of May 2OO4 Coc~/~ver, Executor COMMONWEALTH OF PENNSYLVANIA Member, Pennsylvania Association O[ Notades Page 5 * UNPAID CREDITORS: NONE LAW OFFICES SNELBAKER E~RENNEMAN ~,: SPARE ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: Cory J. Shover 1355 Concord Road Mechanicsburg, PA 17050 Jody S. Shover 30 Winterberry Lane Etters, PA 17319 Craig F. Shover 24 Bill Duggan Drive Etters, PA 17319 Page 6 LAW OFFICES SNELBAKER ~RENNEMAN ~ SPARE STATEMENT OF PROPOSED DISTRIBUTION Cory J. Shover, Executor and Accountant herein, proposes to distribute the balance of the Estate of Jean R. Shover, Deceased, to wit: $103,883.87 in accordance with the Last Will and Testament of said Decedent as follows: Cory J. Shover 1/3 of residue as per Item Second of Will Household goods retained in kind Allied Irish Banks, P.L.C., 10 shares common stock, in kind PPL Corporation, 186.348 shares common stock, in kind Cash Jody S. Shover 1/3 of residue as per Item Second of Will Household goods retained in kind 1/2 interest in property located in Fayette Township, Juniata County Allied Irish Banks, P.L.C., 10 shares common stock, in kind PPL Corporation, 186.348 shares common stock, in kind Cash Craig F. Shover 1/3 of residue as per Item Second of Will 1/2 interest in property located in Fayette Township, Juniata County Allied Irish Banks, P.L.C., 10 shares common stock, in kind PPL Corporation, 186.348 shares common stock, in kind Cash TOTAL DISTRIBUTION: Page 7 20.00 173.30 2,288.97 32,145.68 95.00 18,000.00 173.30 2,288.97 14,070.69 18,000.00 173.30 2,288.98 14,165.68 O3,883.87 LAW OFFICES SNELBAKER. BRENNEMAN ~ SPARE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) SS. Cory J. Shover, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Statement of Proposed Distribution are true and correct to the best of his knowledge, information and belief. Sworn to and subscribed before me this 17tl~ay of May 2004 C ~/3~/~e r, Executor COMMONWEALTH OF PENNSYLVANIA Notadal Seal Sandra K. Showem, Nota~/Public Mechanicsburg Bom, Cumberland County My ~ Expires Nov. 22, 2007 Member, Pennsylvania As$ociatle. Of Notaries Page 8 of file written has been given to to have o~ claim an benermiery, LAW OFFICES SNELBAKER. BrENNEMAN & SPAR~ JUL 0 g 2004 IN RE: ESTATE OF - JEAN R. SHOyER, LATE · OF SILVER SIiRtN. Gb~S~,i i:~ . CUMBERLAND COUNTY, · PENNSYLVANIA, DECEASED · IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-01-0961 i~ND NqW, this DECREE AWARDING REAL ESTATE ~, day of ~"u t h ,2004, it appearing th~-the First and Final and Statement of Proposed Distribution of Cory J. Shover, Executor of th~ -Estate and under the Last Will and Testament of Jean R. Shover, Deceased, have been duly filed and ad¢~rtised according to law and rules of court, and that said Account was duly confirmed and Statement of Proposed Distribution duly approved by this Court on June 22, 2004; and it further appearing that said Executor has proposed in said Statement of Proposed Distribution to distribute the Decedent's real estate in kind to Jody S. Shover and Craig F. Shover, as beneficiaries under the above mentioned Last Will and Testament, and said Court having decreed distribution in accordance with said statement of Proposed Distribution on June 22, 2004, IT IS ORDERED, ADJUDGED and DECREED that all right, title and interest of the said JEAN R. SHOVER, Deceased, in and to the following described real estate is hereby awarded in fee simple to JODY S. SHOVER AND CRAIG F. SHOVER, as equal Tenants in Common: ALL those two (2) certain adjbining pieces or parcels of land situated in the Township of Fayette, County of Juniata and Commonwealth of Pennsylvania, more particularly bounded and described as follows, to wit: PARCEL NO. 1: BEGINNING at a point in the center of State Highway L.R. 34007 at comer of lands now or formerly ofW. Lester Zeiders and Mary K. Zeiders; thence along the center line of said Highway, North 10 degrees West, a distance of one hundred (100) feet to a point in the same at the comer of Parcel No. 2 hereinbelow; thence along said Parcel No. 2 and lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife, South 81 degrees West, a distance of twenty-eight (28) rods (462 feet) to a point; thence along said lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife, South 10 degrees East, a distance of one hundred (100) feet to a point at line of lands now or formerly ofW. Lester Zeiders and Mary K. Zeiders, his wife; thence along said lands of the latter, North 81 degrees East, a distance of twenty-eight (28) rods LAW OFFICES SNELBAKER. BRENNEMAN & SPARE (462 feet) to a point in the center of State Highway L.R. 34007 first mentioned above, the point and place of BEGINNING. PARCEL NO 2: BEGINNING at a post on the west side of State Highway L.R. 34007 at line of lands of Parcel No. 1 hereinabove; thence along the west side of said State Highway, North 3 ¼ degrees West, a distance of fif~-eight (58) feet to an iron pin on the same at line of lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife; thence along said lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife, the following two (2) courses and distances: (1) South 8 ¼ degrees West, a distance of one hundred seventy-seven and five-tenths (177.5) feet to a poplar tree; and (2) South 66 ~ degrees West, a distance of one hundred ninety-three and five- tenths (193.5) feet to a spruce tree at line of Parcel No. 1 hereinabove; thence the line of said Parcel No. 1, North 82 ½ degrees East, a distance of three hundred fifty-nine and five-tenths (359.5) feet to a post on the West Side of State Highway L.R. 34007 first mentioned above, the place of BEGINNING. CONTAINING 14,760 square feet of land, in accordance with a survey made by Floyd C. CJraybill, Registered Surveyor, on August 2, 1960. Said two (2) parcels being improved with a one-story frame dwelling house with stable out- building. Being the same two (2) parcels which Augusta Kerstetter, widow, by her deed dated February 12, 1982, and recorded in the office of the Recorder of Deeds in and for Juniata County, Pennsylvania on April 29, 1982, in Deed Book 128, Page 142, granted and conveyed unto Jean R. Shover and James K. Shover, her husband. The said James K; Shover died on December 31, 2000, survived by his wife, Jean R. Shover (the decedent in the above captioned Estate) in which title vested by operation of law as surviving tenant by the entireties. IT IS FURTHER ORDERED AND DIRECTED that a certified copy of this Decree shall be :ecorded in the Office of the Recorder of Deeds in and for Juniata County, Pennsylvania, among the deeds recorded in said Office, said Decree to, be indexed in the Grantor Index for Deeds against the Estate of JEAN R. SHOVER, Deceased, and in the Grantee Index for Deeds to JODY S. SHOVER and CRAIG F. SHOVER, (equal Tenants in Common) pursuant to the Section 3536 of the Decedents, Estates and Fiduciaries Code (20 Pa. C.S. 3536). Cumberland County - Register of Wills Hanover and High Streets Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/04/2004 RICHARD C SNELBAKER Estate of SHOVER JEAN R File Number: 2001-00961 Dear sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel. Within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 09/24/2004 Your prompt attention to this matter will be appreciated. Thank you. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative (s) Counsel Judge Name of Decedent: STATUS REPORT UNDER RULE 6.12 JEAN R. SHOVER Date of Death: September 24, 2001 Will No.: 21-01-0961 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes [~ No [] 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _x No [-] b. The separate Orphans' Court No. (if any) for the personal representative's account is: Date: 8/9/04 I · Did the personal representative state an account informally to the parties in interest? Yes ~--] No []2 Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed/w~he Clerk of the Orphans' Court and may be attached to ttn~~~ Si n'm ' Capacity: Richard C. Snelbaker Namesnelbaker, Brenneman & Spare, P.C. 44 West Main Street Mechanicsburg, PA 17055 Address 717-697-8528 Telephone No. [--] Personal Representative ~ Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J 55: being duly sworn Cory J. Shover according to law, deposes and says that he is the Executor of the Estate of Jean R. Shover late of _~!.J.v~_~2!~J~.9__~Q:wnshj"p , Cumberland County, Pa., deceased and that the within is an inventory made by Cory J. Shover " the said Executor of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inve ory represent it's fair value as of the date of decedent's death. May 17th ....... ~.aJJd-4.~J<,~- Mechanwsburg, PA COMMONWEAL TI1 OF PENNSYLVANIA Notarial Seal Sandra K Showers, Not,ary Public Med1anicsburg Boro, CurnQertand County My Commission Expires Nov. 22, 2007 Member, Pennsyfvania As8\E!~~.ps Sworn Date of Death and subscribed before me, 19X '/.004 h tor 3:Q:il.l<i1r H~istr!ltor 11 U5 U Address 24th 2001 Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV. Fiduciaries Act of 1949. rl \.0 0'\ a J rl a J rl N >- e:::. o J-- Z UJ > Z J- I I o :: ~ii., ~l?'.""li' . .~ ~ .,~ ji iJ-\ (."'1') ~ (''>J . U Pol ~ , .r-l .!:: (1) en )...I s::: ~ 0 E-t -0 )...I CD (1) lit /C ~ Q) cO u U) Q) Cl ,.Q C C'I M /0 (1) )...I, c... /C s::: (1), c.... I U) :>' M! >- i . I ~ .r-l i c: I u~ U), e '(1) U ~ '"d~ '"" )...I~ c: ~i ra - ... 0 Q) ..c ~ C,) E 0 c ~I - ItI :J 0 -J U u: ~ ~ ~-r- p r i1'......... ~' ,,--.. >- .... w ~ .... w < c... .... 0 tn W ~ w I c... Ll.. t- ....J )...I: Ll.. ....J < 0 (1)1 0 <( w e:::: :>' Z 0: 0 C: .!::: V) U) e:::: w -< c... . ~ s::: cO (J) ~! Inventory of the real and personal estate of JEAN R. SHOVER, Deceased PERSONAL TV: 1. PPL Corporation, 186.348 shares of common stock valued @ 36.85 per share 2. Allied Irish Banks, p.l.c., 98.2496 shares of common stock valued at $17.33 per share 3. Household goods retained by family $115.00 and sold by Executor $125.00 4. Household goods sold via public auction by Bricker's Auction 5. M&T Bank, IRA account # 35004200225214 $ 6,866.92 1,714.27 240.00 1,194.50 2,384.32 TOTAL PERSONAL TV: $ 12,400.01 REAL ESTATE: 1 . Property known and numbered as RR2, State Route 1003, Fayette Township, Juniata County, McAlisterville, PA 17049, appraised value 36,000.00 2. Property known and numbered as 518 Hogestown Road, Silver Spring Township, Cumberland County, Mechanicsburg, PA 17055, appraised value 75,500.00 TOTAL PERSONALTY AND REAL ESTATE: $ 123,900.01 * Page 1 \. /?-/6-:' 4/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1S47 EX AFP (01-03) .03 @~TE \!\ld\~ST A TE OF DATE OF DEATH FILE NUMBER Al~~TY ACN 05-12-2003 SHOVER 09-24-2001 21 01-0961 CUMBERLAND 101 JEAN R Recorocu Reqis\b; RICHARD C SNElBAKER SNElBAKER ETAl 44 W MAIN ST MECHANICSBURG MAY 16 Amount Remitted PA MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHOVER JEAN R FILE NO. 21 01-0961 ACN 101 DATE 05-12-2003 ClerK- PA 17055 C\Hnbe;-lano C~Cl<; TO: TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate (Schedule A) (1) 2. stocks and Bonds (Schedule B) (2) 3. CloselY Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets NO . 01 .00 NOTE: To insure proper 1,194.37 credit to your account, .00 submit the upper portion .00 of this form with your .00 tax payment. .00 .00 (8) 1,194.37 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. 10. II. 12. 13. 14. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) Debts/Mortgage Liabilities/Liens (Schedule I) (10) Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax .00 .00 <1lJ (12) (13) (14) 00 1,194.37 .00 126,460.98 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due (15) .00 X 00 .00 (16) 126,460.98 X 045 = 5,690.75 (17) .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 5,690.75 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) *** SUMMARY 01= ALL 05 PAYMENTS l ** 04-09-2003 273.68 .00 2.52- 5,419.59 BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-10-2003 TOTAL TAX CREDIT 5,690.75 BALANCE OF TAX DUE .00 INTEREST AND PEN. 2.26 TOTAL DUE 2.26 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAl.fOF INDIVIDUAL TAXES ..' DEPT. 280601 HARRISBURG, PA 17128-0601 ...- REV-1162 EX{ 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SNELBAKER RICHARD C ESQUIRE 44 WEST MAIN STREET MECHANICSBURG, PA 17055 -------- fold EST A TE INFORMATION: SSN: 196-14-2403 FILE NUMBER: 2101-0961 DECEDENT NAME: SHOVER JEAN R DATE OF PAYMENT: OS/27/2003 POSTMARK DATE: OS/20/2003 COUNTY: CUMBERLAND DATE OF DEATH: 09/24/2001 NO. CD 002608 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2.26 I I I I I I I I TOTAL AMOUNT PAID: $2.26 REMARKS: RICHARD C SNELBAKER ESQ-ORIG DATE PD 5-20-03-SEE VOID 2589 CHECK# 112 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 ..t HARRIS~URG, PA 17128-0601 REV-" ti2 I::Xlll-~tiJ RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SNELBAKER RICHARD C ESQUIRE 44 W MAIN STREET MECHANICSBURG, PA 17055 ------- fold ESTATE INFORMATION: SSN: 184-26-3114 FILE .NUMBER: 2102-0785 DECEDENT NAME: GENSLER ANNA F DATE OF PAYMENT: OS/20/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/05/2002 NO. CD 002589 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2.20 I ,11D t .07 I I I I I I I TOTAL AMOUNT PAID: 31DI.01 ~2 26 REMARKS: RICHARD C SNELBAKER ESQUIRE CHECK# 11 2 SEAL INITIALS: JA RECEIVED BY: TAXPAYER W' 10 ol'J, JiV pfr /1,12 CO V,!rFd \ ~I J f ~ uVo .' ~"'~ DONNA M. OTTO ~1J't\,J.I A#___ I) c;.. ~v ()"""""" DEPUTY REGISTER OF WILLS \ q([) \~ >> 'dyC /,/-/$- ~ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-I'll EX AFP CUI-OS) RICHARD C SNELBAKER SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG .03 \JU;,j 2 fj ;" rt ~'f DATE ESTATE OF DATE OF DEATH FILE NUMBER : " i COUNTY ACN 06-09-2003 SHOVER 09-24-2001 21 01-0961 CUMBERLAND 101 JEAN R Aecord("'''' Hsr':"'. Allount Rellitted PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=i6'ifj-i3f-AFP--foi-:031-------...--iNirERI,.-ANcE'-fA3f-sTjrfEME'tif-oF"-ACCOuii"f--.-..------------------ --- ESTATE OF SHOVER JEAN R FILE NO.21 01-0961 ACN 101 DATE 06-09-2003 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-12-2003 P R I NCI PAL TAX DU E : ........................................................................................................................................................................................................................... 5,690.75 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) *** SUMMARY OF ~LL 006 PAYMENTS *** 05-20-2003 273.68 .00 05-20-2003 4.78- 5,421.85 TOTAL TAX CREDIT 5,690.75 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) STATUS REPORT UNDER RULE 6.12 Oi; dK Name of Decedent: Shover, Jean R D~eofDe~h: September 24, 2001 Will No.: 21-01-0961 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No IXl 2. lfthe answer is No, state when the personal representative reasonably believes that tlf8 a"s~aR:on will be complete: AEproxima tely 18 months ea ? a ~ 1S currently un er Lease Agreement which explres 1n August of 2004 3. lfthe answer to No.1 is Yes, state the folIowmg: a. Did the personal representative file a final account with the Court? Yes No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed' e Clerk of the Orphans' Court and may be attached to this re ort. Date: 8/8/0 3 l~_...:' Richard c. Snelbaker Sne1bakerr Brenneman & Spare, P.C. Name 44 West Main Street Mechanicsburg, PA 17055 .. Address ::~ t'Y"'1 S:) (717) 697-8528 Telephone No. -,.# -) ':.-= Capacity: 0 Personal Representative liLt Counsel for personal representative tI) ~ ~ ~ Pol UI ~ o ... ~\>4t1) J:~Z. 8~~ ~8~ o 0 o ~Z~ ~~H D Z o ~ Ur::l~ ~~~ :t:PUl E-4UZ z~ffi HO~ ,: t= ': ,. ;'!~~ ;:r= :~ l.t I:l= '\~= i'.T- ESTATE NO.21-01-0961 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY CORY J. SHOVER, EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF JEAN R. SHOVER, DECEASED, LATE OF SILVER SPRING TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Cory J. Shover, as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: September 24, 2001 October 18, 2001 DATES EXECUTOR'S NOTICE ADVERTISED: Cumberland Law Journal Patriot-News Co. November 2, 9,16,2001 October 30, November 6, 13, 2001 FIRST AND FINAL ACCOUNT , PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of the Decedent's personalty, goods and chattels as set forth in his inventory heretofore filed in the amount of: The Accountant charges himself with the following additional receipts: 1. Ameritas Life Insurance Co., life insurance proceeds 2. Cory J. Shover, funds from M & T Bank joint account #2671082689 3. Commonwealth of PA, refund on Inheritance Tax 4. United Water, refund on water service 5. PPL, refund on electric service 6. Com cast, refund on cable TV service 7. Allied Irish Banks, gain on sale of 68.2496 shares TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS LAW OFFICES SNELBAKER. BRENNEMAN & SPARE The Accountan~ claims credit for the payment of the following items from Decedent's Personalty Account: 1. Register of Wills, estimated Inheritance Tax payment 2. Bricker's Auction, commission on sale of household goods 3. Register of Wills, filing fee for Inheritance Tax Return 4. Register of Wills, Agent, Inheritance Tax 5. Register of Wills, additional probate fee Il~J 6. Register of Wills, Agent, Inheritance Tax due on Supplemental Return 7. Register of Wills, filing fee for Supplemental Return 8. Register of Wills, Agent, additonal amount due on ~pl!.:~I:m~~en~~ 9. Snelbaker, Brenneman & Spare, P.C., attorney services . " /. i 170,; 10. Snelbaker, Brenneman & Spare, P.C., costs advanced: a. Register of Wills, short certificates b. The Patriot-News, advertising Executor notice c. Cumberland Law Journal, advertising Executor notice d. Register of Wills, probate fee Page 1 12.00 113.10 75.00 103.00 $ 12,400.01 1,734.61 650.00 11.16 11.02 9.23 8.67 734.05 $ 15,558.75 $ 1,400.00 384.50 15.00 177.00 155.00 53.75 15.00 2.26 3,500.00 303. 1 0 Items to be paid subsequent to confirmation of Final Accounting: 11. Reserve for filing fees, accounting costs and other costs associated with the administration of Decedent's estate TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the following Income from the investment of Personalty Principal: 1 . Orrstown Bank, estate checking account, interest 2. Allied Irish Bank, dividends 3. M&T Bank, IRA account #935004200225214, interest TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Personalty Principal Account: 1. United States Treasury, 2003 Fiduciary Income Taxes 2. PA Department of Revenue, 2003 Fiduciary Income Taxes 3. Greenawalt & Company, P.C., preparation of 2002 Fiduciary Income Taxes 4. Greenawalt & Company, preparation of 2003 Fiduciary Income Taxes TOT AL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of Decedent's Real Estate as set forth in his Inventory heretofore filed in the amount of: The Accountant claims credit for the following additional receipts: 1. Beth Ann and Cory Jason Shover, reimbursement for homeowners insurance TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS LAW OFFICES SNELBAKER. BRENNEMAN Be SPARE The Accountant claims credit for the payment of the following items from Real Estate Principal Account: 1. L.G. Connor Real Estate Appraisers, appraisal fee Mechanicsburg property 2. L.W. Brodisch Real Estate, appraisal fee Juniata County property 3. Donegal Mutual Insurance Co., homeowners insurance 4. Beverly E. Richmond, 2003 Real Estate Taxes, Juniata County property 5. Beverly E. Richmond, 2003 Real Estate Taxes, Juniata County property 6. Donegal Mutual Insurance Co" homeowners insurance 7. Beverly E. Richmond, 2004 Real Estate Taxes, Juniata County property 8. Realty Transfer taxes on property located at 518 Hogestown Road, Mechanicsburg 9. Adjustment from appraised value to purchase price to Beth Ann & Cory Jason Shover TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: Page 2 1,000.00 $ 7,005.61 $ 11.55 23.35 172.69 207.59 $ $ 61 1 .00 74.00 355.00 300.00 1,340.00 $ $ 111,500.00 3 1 3.00 $ 1 1 1 ,8 1 3.00 $ 275.00 275.00 326.00 1 83.42 443.06 503.00 214.38 630.00 12,500.00 $ 15,349.86 LAW OFFICES SNELBAKER. BRENNEMAN Be SPARE REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE $ NONE REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items From the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE $ NONE Page 3 PERSONALTY' PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY REAL ESTATE' PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: TOTAL FOR DISTRIBUTION' LAW OFFICES SNELBAKER. BRENNEMAN & SPARE RECAPITULATION Page 4 $ 15,558.75 $ 7,005.61 $ 8,553.14 $ 207.59 $ 1,340.00 $(1,132.41) $ 111 ,81 3.00 $ 15,349.86 $96,463.14 $ NONE $ NONE $ NONE $ 7,420.73 $ 96,463.14 $ 103,883.87 COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND Cory J. Shover, Executor, being duly sworn according to law deposes and says: that he is the Executor of the Estate and under the Last Will and Testament of Jean R. Shover, Deceased; that he is the Accountant herein; that the foregoing is a true and complete accounting of his administration of said Estate; that the attached list or schedule [*] contains the names, addresses and amounts due unpaid creditors who have given proper notice of their claims; that the attached list or schedule [**] contains the names and addresses of all persons interested in the distribution of said Estate; and that the facts set forth herein are true and correct to the best of his knowledge, Sworn to and subscribed before me this 1 7tbay Of~ ~A.8- . .lYllJ 2004 information and belief. COMMONWEALTH OF PENNSYLVANtA Notarial Seal Sandra K Showers. Notary Public Mechanicsburg Boro. Cumberland County My Canmission Expires Nov. 22, 2007 Member, Pennsylvania Association Of Notaries LA W OFFICES SNELBAKER. BRENNEMAN & SPARE Page 5 LAW OFFICES SNELBAKER BRENNEMAN & SPARE * UNPAID CREDITORS: ** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1 . Cory J. Shover 1355 Concord Road Mechanicsburg, PA 17050 2. Jody S. Shover 30 Winterberry Lane Etters, PA 17319 3. Craig F. Shover 24 Bill Duggan Drive Etters, PA 17319 Page 6 NONE LAW OFFICES SNELBAKER. BRENNEMAN & SPARE STATEMENT OF PROPOSED DISTRIBUTION Cory J. Shover, Executor and Accountant herein, proposes to distribute the balance of the Estate of Jean R. Shover, Deceased, to wit: $103,883.87 in accordance with the Last Will and Testament of said Decedent as follows: 1 . Cory J. Shover 1/3 of residue as per Item Second of Will Household goods retained in kind Allied Irish Banks, P.L.C., 10 shares common stock, in kind PPL Corporation, 186.348 shares common stock, in kind Cash $ 20.00 173.30 2,288.97 32,145.68 2. Jody S. Shover 1 /3 of residue as per Item Second of Will Household goods retained in kind 1/2 interest in property located in Fayette Township, Juniata County Allied Irish Banks, P.L.C., 10 shares common stock, in kind PPL Corporation, 186.348 shares common stock, in kind Cash 95.00 18,000.00 173.30 2,288.97 14,070.69 3. Craig F. Shover 1/3 of residue as per Item Second of Will 1/2 interest in property located in Fayette Township, Juniata County Allied Irish Banks, P.L.C., 10 shares common stock, in kind PPL Corporation, 186.348 shares common stock, in kind Cash 18,000.00 173.30 2,288.98 14,165.68 TOTAL DISTRIBUTION: $ 103,883.87 Page 7 , . LAW OFFICES SNELBAKER. BRENNEMAN & SPARE "~4' "1~ . , ';:~~ COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND Cory J. Shover, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Statement of Proposed Distribution Sworn to and subscribed before me this 1 7thlay of May 2004 ~~-f-~ are true and correct to the best of his knowledge, information and belief. COMMONWEALTH OF PENNSYLVANIA Notarial Seal Sandra K ShcMers, Notary Public Mechanicsburg Boro. Cumbef1and ~ My Canmlssion Expires Nov. 22, 2007 Member. Pennsylvania As.ocietlcm Of Notaries Page 8 ,,- 'f ( 'P~ JUL 0 2 2004 ~ IN RE: ESTATE OF JEAN R. SHOyER ~ATE,... "".j' OF SILVER SPRINGtt-oWNSHlP,' ,:- CUMBERLAND COUNlY, 'pENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNlY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-01-0961 DECREE AWARDING REAL ESTATE . . , 2004, it appearing th~tthe First and Final I Account and Statement of Proposed Distribution of Cory J. Shover, Executor ofthc'Estate and under the ......-AND NOW this " , .... ' 9~, day of r u r '1 Last Will and Testament of Jean R. Shover, Deceased, have been duly filed and adve.rtised according to law and rules of court, and that said Account was duly confirmed and Statement of Proposed Distribution duly approved by this Court on June 22, 2004; and it further appearing that said Executor has proposed in said Statement of Proposed Distribution to distribute the Decedent's real estate in kind to Jody S. Shover and Craig F. Shover, as beneficiaries under the above mentioned Last Will and Testament, and said Court having decreed distribution in accordance with said Statement of Proposed Distribution on June 22, 2004, IT IS ORDERED, ADJUDGED and DECREED that all right, title and interest of the said JEAN R. SHOVER, Deceased, in and to the following described real estate is hereby awarded in fee simple to IODY S. SHOVER AND CRAIG F. SHOVER, as equal Tenants in Common: ALL those two (2) certain adjoining pieces or parcels of land situated in the Township of Fayette, County of Juniata and Commonwealth of Pennsylvania, more particularly bounded and described as follows, to wit: LAW OFFICES SNEL8AKER. BRENNEMAN & SPARE PARCEL NO.1: BEGINNING at a point in the center of State Highway L.R. 34007 at comer of lands now or formerly ofW. Lester Zeiders and Mary K. Zeiders; thence along the center line of said Highway, North 10 degrees West, a distance of one hundred (l00) feet to a point in the same at the corner of Parcel No.2 hereinbelow; thence along said Parcel No.2 and lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife, South 81 degrees West, a distance of twenty-eight (28) rods (462 feet) to a point; thence along said lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife, South 10 degrees East, a distance of one hundred (100) feet to a point at line of lands now or formerly ofW. Lester Zeiders and Mary K. Zeiders, his wife; thence along said lands of the latter, North 81 degrees East, a distance of twenty-eight (28) rods .J>r I (462 feet) to a point in the center of State Highway L.R. 34007 first mentioned above, the point and place of BEGINNING. PARCEL NO 2: BEGINNING at a post on the west side of State Highway L.R. 34007 at line of lands of Parcel No. 1 hereinabove~ thence along the west side of said State Highway, North 3 Y4 degrees West, a distance of fifty-eight (58) feet to an iron pin on the same at line of lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife; thence along said lands now or formerly of Ira D. Brandt and Martha O. Brandt, his wife, the following two (2) courses and distances: (1) South 8 Y4 degrees West, a distance of one hundred seventy-seven and five-tenths (177.5) feet to a poplar tree; and (2) South 66 % degrees West, a distance of one hundred ninety-three and five- tenths (193.5) feet to a spruce tree at line of Parcel No. 1 hereinabove; thence the line of said Parcel No.1, North 82 12 degrees East, a distance of three hundred fifty-nine and five-tenths (359.5) feet to a post on the West Side of State Highway L.R. 34007 first mentioned above, the place of BEGINNING. CONTAINING 14,760 square feet of land, in accordance with a survey made by Floyd C. Graybill, Registered Surveyor, on August 2, 1960. Said two (2) parcels being improved with a one-story frame dwelling house with stable out- building. Being the same two (2) parcels which Augusta Kerstetter, widow, by her deed dated February 12, 1982, and recorded in the office of the Recorder of Deeds in and for Juniata County, Pennsylvania on Apri129, 1982, in Deed Book 128, Page 142, granted and conveyed unto Jean R. Shover and James K. Shover, her husband. The said JamesK, Shover died on December 31,2000, survived by his wife, Jean R. Shover (the decedent in the above captioned Estate) in which title vested by operation of law as surviving tenant by the entireties. IT IS FURTHER ORDERED AND DIRECTED that a certified copy of this Decree shall be recorded in the Office of the Recorder of Deeds in and for Juniata County, Pennsylvania, among the deeds recorded in said Office, said Decree to, be indexed in the Grantor Index for Deeds against the Estate of JEAN R. SHOVER, Deceased, and in the Grantee Index for Deeds to JODY S. SHOVER and CRAIG F. SHOVER, (equal Tenants in Common) pursuant to the Section 3536 of the Decedents, Estates and Fiduciaries Code (20 Pa. C.S. 3536). LAW OFFICES SNELBAKER. BRENNEMAN 8: SPARE By the Court d/~ 1. Cumberland County - Register of Wills Hanover and High Streets Carlisle, P A 17013 Phone: (717) 240-6345 Date: 8/04/2004 RICHARD C SNELBAKER RE: Estate of SHOVER JEAN R File Number: 2001-00961 Dear sirIMadam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dYing on or after July 1, 1992, the personal representative or his counsel. Within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 09/24/2004 Your prompt attention to this matter will be appreciated. Thank you. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative (s) Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: JEAN R. SHOVER Date of Death: Sept embe r 24, 2001 Will No.: 21-01-0961 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes [] No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes ~ No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed' e Clerk of the Orphans' Court and may be attached to this r ort. ~ Date: 8/9/04 - 6: Richard C. Snelbaker Name Snelbaker, Brenneman & Spare, P.C. 44 West Main Street Mechanicsburg, PA 17055 CV) c;) 0\ I (..!:) ::::l c:::C Address p 5 .0 ~ ,-: >.....I 717-697-8528 Telephone No. Capacity: 0 Personal Representative [Xl Counsel for personal representative ;~