HomeMy WebLinkAbout09-04-09 15056051047
REV-1500 EX (06-05)
OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes " ~ ' INHERITANCE TAX RETURN
PO BOX 280601 2 1 0 9 0 0 0 9 6
Harrisburg, PA 17128-0601 ~~ RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 9 3 2 4 '0'6 8 5 1 2 0 5 2 0 0 8 0 5 1 6 1 9 3 1
Decedent's Last Name Suffix Decedent's First Name MI
P A-T T`E R= S 0 N C A R O L E J
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death
prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
~' 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
M a r 1 i n R M c C a l e b 7' 1 7 6 9 1 7 '~7'0
Firm Name (If Applicable) -*~?
REGISTER
LS USE OILY "'~
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Cr'~ `€ >
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First line of address ~~~''.,`~
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2 1 9 E a s t M a i n S t r e e t' C_~~~~ ~-~ ~-~
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Second line of address ~+"%-
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P O B o x 2 3 0 :~
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City or Post Office
State ZIP C
d DATE FILED '~
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M e c h a n i s s b u r g P A 1 7 0 5 5
Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, rrect and complet larat of prepay they than the personal represent//atippve is base~d/on all information of which pre/pJarer hasraJny kno~}wle/d~ge.
SIGN OF PER R O I Id/~G AETURN ~ / `. Cam. ~JGJ• ~~ Tfi ~ ~J7
219 East Main Street, Mechanicsburg, PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051047 15056051047
~l~-rn
15056052048
REV-1500 EX
Decedent's Social Security Number
2 4 0 8 5
Decedent's Name: Carole J. Patterson 1 9 3 6
RECAPITULATION
1. Real estate (Schedule A) . .......................................... .. 1. 1 4 5 0 0 0 0 0
2. Stocks and Bonds (Schedule B) ..................................... .. 2.' l 1 8 2 6 7 . 8 5
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0 . 0 0
4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4. 0 • 0 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 1 9 6 2 5 0 . 1 2
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 0 • 0 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
0
0
0
(Schedule G) O Separate Billing Requested...... .. 7. •
8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 4 5 9 5 1 7 . 9 7
9. Funeral Expenses & Administrative Costs (Schedule H) ............... ...... 9. 6 3 7 5 9 . 0 3
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .......... ...... 10. 5 0 8 4 . 1 6
11. Total Deductions (total Lines 9& 10) ............................. ...... 11. 6 8 8 4 3 . 1 9
12. Net Value of Estate (Line 8 minus Line 11) ........................ ...... 12. 3 9 0 6 7 4 . 7 8
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) .................. ...... 13.
3 9 0 6 7 4 7 8
14. Net Value Subject to Tax (Line 12 minus Line 13) .................. ...... 14.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 0 • 1 5.
18. Amount of Line 14 taxable
at lineal rate X .0 45 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable 3 9 0 6 7 4
7 8
.
at collateral rate X .15 18
19. TAX DUE ....................................................... ..19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
0 •0 0
0 •0 0
0 .0 0
5 8 6 0 1 ~2 2
5 8 6 0 1 ,2 2
Side 2
15056052048 15056052048 J
- --~'RZ~Page 3
Decedent's Complete Address:
File Number
21 - 09 - 00096
DECEDEKT'S NAME
Carole 3. Patterson
STREET ADDRESS
1705 Letchworth Road
CITY STATE ZAP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 2 Llne 19) (1)
2. CreditslPayments
A. Spousal Poverty Credit 0.00
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2)
3. Intere;st/Penalty if applicable
D. IntE:rest
E. Penalty
Total InterestlPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a 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 + 5A. This is the BALANCE DUE. (56)
58,601.22
0.00
0.00
0.00
58,601.22
0.00
58,601.22
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: Yes No
a. retain the use or income of the property transferred :................................................................................... ...... ^
b. retain the right to designate who shall use the property transferred or its income : ...................................... ...... ^
c. retain a reversionary interest; or .................................................................................................................... ...... ^
^ ~
d. receive the promise for life of either payments, benefits or care? ................................................................ ......
2. 1f 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? ................................................................................................................. ....... ^
1F THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)}.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling isdefined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV -1502 Ex + (1-97)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCETAX RETURN
ESTATE OF FILE NUMBER
Carole J. Patterson SS~~ 193-24-0685 12/05/2008 21-09-0096
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 ri ht of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 House and lot, - known and numbered as 1705 Letchworth Road, 145,000.00
Lower Allen Township, Cumberland County, PA; acquired by Decedent
by deed of Clarence C. Rudy, dated 02/22/1994, recorded in Deed
Book Volume 104, Page 1131; value based on appraisal by Brett
Lechthaler, PA Certified General Appraiser.
TOTAL (Also enter on line 1, f
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
$ 145.000.00
Form REV-1502 EX (Rev. 1-97)
REV-1503 EX ~ (1-97)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE
Carole J. Patterson SS~~ 193-24-0685 12/05/2008 21-09-0096
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 Vanguard GNMA Fund, Account ~~0036/09921168239, - 79,975.79
7,655.685 shs. @ $10.44 ($79,925.35); dividend accrued
to D.O.D.: $50.44.
2 U. S. Savings Bonds, - Series E, $50.00 denomination, 38,292.06
154 bonds issued 1.978-1980; total price: $5,775.00;
interest accrued to D.O.D.: $32,517.06.
TOTAL (Also enter on line 2, Recapitulation) 118 , 267.85
tir more space Is neeaea, Insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97)
REV-1508 EX + (1-97)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MSC.
INRESIOENTDECEDENTN PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Carole J. Patterson SS~~ 193-24-0685 12/05/2008 21-09-0096
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Coins in Decedent's possession. 134.16
2 I PNC Bank, Checking Account ~~5140491393, - principal balance as o
D.O.D.: $65,117.23; interest accrued to D.O.D.: $8.23.
3 PNC Bank, Performance Money Market Account ~~5000939854, -
principal balance as of D.O.D.: $31,492.74; interest accrued to
D.O.D.: $18.28.
4 PNC Bank, Certificate of Deposit Acct. ~~21001026401, - principal
balance as of D.O.D.: $56,923.91; interest accrued to D.O.D.:
$118.98.
5 PNC Bank, Certificate of Deposit Acct. ~~21001206402, - principal
balance as of D.O.D.: $19,673.47; interest accrued to D.O.D.:
$41.12.
6 PNC Bank, Certificate of Deposit Acct. ~~21001026403, - principal
balance as of D.O.D.: $15,198.65; interest accrued to D.O.D.:
$31.77.
7 11989 Mercury Cougar sedan
8 (AAA Central Penn, - membereship refund.
9 IHighmark Blue Shield, - insurance refund on account of medical
expenses.
10 (Household contents, furniture, furnishings.
TOTAL (Also enter on line 5
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
65,125.46
31,511.02
57,042.89
19,714.49
15,230.42
1,425.00
18.24
1,887.44
4,161.00
S 196,250.12
Form REV-1508 EX (Rev. 1-97)
EV-1511 EX+(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES 8
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Carole J. Patterson SS~~ 193-24-0685 12/05/2008 21-09-0096
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Parthemore Funeral Home, - balance of funeral expense. 3,448.83
2 Patricia K. Sheibley, - reimbursement for payment on account of 320.00
funeral bill.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 20 , 000.00
Name of Personal Representative(s) Marlin R. McCaleb Esq.
City Mechanicsburg State PA Zip 17055
Year(s) Commission Paid:
2. Attorney's Fees Law Offices -Marlin R . McCaleb 20 , 000.00
3. 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
4. Probate Fees Register of Wills 480.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Bonnie K. Miller, Treasurer, - real estate tax certification. 10.00
2 Brett Lechthaler, - appraisal of real estate. 300.00
3 Charles Underwood, - cleaning house in preparation for sale. 260.00
4 Charles Underwood, - cleaning house in preparation for sale. 35.00
5 Cumberland Law Journal, - advertising Letters. 75.00
6 Dan White Plumbing, - repair toilet in preparation for sale of 90.25
house.
Total of Continuation Schedule(s) 18,739.95
TOTAL (Also enter on line 9, Recapitulation) $ 63 , 759.03
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
Estate of: Carole J. Patterson
Soc Sec ~~: 193-24-0685
Date of Death: 12/05/2008
Continuation of Schedule H-B7
(Other Administrative Costs)
Item Description Amount
~~
7 Division of Vital Records, - certified copies of death 45.00
certificates for Clarence C. Rudy.
8 Division of Vital Records, - certified copies of death 45.00
certificates for Mary B. Rudy.
9 Fetrow Insurance Associates, - balance of homeowner's insurance 542.00
premium.
10 Foremost Insurance Co., - payment on account of homeowner's 1,538.00
insurance premium.
11 G. S. Flook, Inc., - install kitchen flooring, complete kitchen 1,328.39
cabinets, in preparation for sale of house.
12 Karl Stine, - hauling and disposal of trash and debris from 450.00
house.
13 Karl Stine, - hauling and disposal of trash and debris from 75.00
house.
14 Lower Allen Township, - utility, sewer and refuse. 307.20
15 PA/American Water, - utility, water service. gg,gl
16 Quest Diagnostics, - account payable, medical. 18.75
17 Register of Wills, - Short Certificates. 12.00
18 Register of Wills, - filing Inventory and Appraisement. 30.00
19 Reserve for final expenses, - filing Account, Releases, etc. 750.00
20 Rowe's Auction Service, - auctioneer's commission on public 1,741.35
auction of household contents, car.
21 The Patriot-News, - advertising Letters. 120.45
22 W. A. Klawitter Construction, - remove old roof, installation of 11,648.00
new roof and ridge vent in preparation for sale of house.
--------------
18,739.95
Estate of: Carole J. Patterson
Soc Sec ~~: 193-24-0685
Date of Death: 12/05/2008
Continuation of Schedule H-B4
(Probate Fees)
Item Description
~~
Amount
1 Register of Wills, - probate fee.
2 Register of Wills, - additional probate fee.
280.00
200.00
--------------
480.00
REV-1512 EX +{1-97)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
IN RESIDENT DECEDENT N MORTGAGE LIABILITIES, AND LIENS
ESTATE OF FILE NUMBER
Carole J. Patterson SS~~ 193-24-0685 12/05/2008 21-09-0096
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 AAA Financial Services, - account payable, credit card balance. 23 87
2 Camp Hill Fire Co. No. 1, - account payable, medical (ambulance)
3 G. S. Flook, Inc., - account payable, supply kitchen flooring an
install cabinets, sink, counter.
4 Holy Spirit Hospital, - account payable, medical.
5 Pennsylvania Department of Revenue, - account payable, 2008 stat
income tax.
6 U. S. Treasury, - account payable, 2008 federal income tax.
7 West Shore EMS, - account payable, medical.
910.00
2,676.92
202.54
62.00
296.12
912.71
TOTAL (Also enter on line 10 Recapitulation) ~S 5 , 084 16
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1946 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE)
BENEFICIARIES
Carole J. Patterson SSdk 193-24-Oh85 1~/~S/~nnA
FILE NUMBER
~i_na_nnati
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and
transfers under Sec. 9116(a)(1.2))
See attached Schedule J.
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON R EV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(It more space Is needed, Insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
SCHEDULE J
BENEFICIARIES
Name and Address: Relationship: Amount of Share:
1. James Warden First Cousin one-ninth
124 Georgetown Road
Beaver Falls, PA 15010-9758
2. Randolph J. Wallace First Cousin one-ninth
149 Sherwood Drive
Wood Dale, IL 60191
3. Stephen Wallace First Cousin one-ninth
P.O. Box 314
Gratz, PA 17030
4. Patricia E. Hall First Cousin one-ninth
129 Rex Drive
Carlisle, PA 17015
5. Shirley A. Wallace First Cousin one-ninth
14 Hathaway Drive
Carlisle, PA 17015
6. Gloria J. Harner First Cousin one-ninth
403 Huckleberry Road
New Bloomfield, PA 17068
7. James W. Wallace First Cousin one-ninth
c/o Sonshine Ministries
RR #l, Box 104
Loysville, PA 17047
8. Bonnie Lou Disher First Cousin one-ninth
Silver Maples-Apt. 324
677 Dewey Street
Lapeer, MI 48446
9. Roberta M. Bergin First Cousin one-ninth
1109 South Lapeer Road
Lapeer, MI 48446
.f .l,~_._ ., f~ t,•~.
2009 FES I 0 PM 2= 34 Iasi wiLL arm TESTar~r
CLEflK C- of
ORP'r'Aid'~ CCJRT
CUF~'~' ~~;.~~; ~ rs~7. PA CAROLE J. PATTER.SC~I
I, CARDIE J. PATIERSON, of Tower .Allen Township, (~mberland Coumty,
Pennsylrania., being of sotmd mind, mesmry and underst~*+~'ng, do hereby make,
publish and declare this as and for my Last Will and Testament hereby revoking ',
and malting void any and all other wills b3' mA at any time heretofare zmde.
I.
I direct that my Executor hereinafter named shall pay all my just
debts and funeral expenses as soon as conveniently may be done after my decease..
II.
AlI the rest, residue and remainder of my estate, whether real,
,personal or mixed, and wheresoever situate, I hereby give, devise and bequeath
unto my parents, CIS C. RUDY and MARY B. Rl3DY, or umto the suxvivor of
them if either has predeceased me.
III.
~~ If neither of my parents, Clarence C. Rudy and Mary B. Rudy, survive
~me, then I hereby give, devise a~c~d bequeath all the rest, residue and remainder
~:of mY estate, whether real, personal or mixed, and wheresoever situate, unto my
cousin, PATRICIA S. KF.~'~F.
IV.
I hereby nanixiate, constitute and appoint my father, CIARII~TCE C. Ri3DY,
'as Executor of this, my Last Will and Testament. If the said Clarence C. Rudy
should predecease me, fail to qualify or cease to act as such, then I noa~isiate, '
constitute and appoint FRAM J. I~'~F as Executor.
uw ornccs }~-~
JON F. LAFAVER Page dn@ Of Owl! Pages
817 TNIRD 6TRLLT
NCw CUMlCRLAND. PA.
Lww orrwEa
JON P. LwF1VER
317 +N~nO aTllECi
N[w CVM~EIILAND. TA.
V.
No fiduciary acting under this Will shall be required to past bond
in this jurisdiction or in any jurisdiction in which he may act.
IN WLTI~SS OF, I, CAROLS J, PATIFR`SON, the Testatrix, have unto
this, my Last Will and Testament, set my hand and seal this ~~ day of
January, A. D., 1983.
sI(~]ED, SEATED, PUBLISHED and I~Q~ARF•D by CAROLS J. PATTERSCA+i, the
above-named Testatrix, as and for her Last Will and Testament, in the presence
of us who have hereunto subscribed our names as witnesses at her request, in
the presence of the said Testatrix and of each other.
~ ~ i~ . ~~:
Page two of two Pages
APPRAISAL OF REAL PROPERTY
LOCATED AT:
1705 Letchworth Rd
Deed Book 104 Page 1131
Camp Hfil, pA 17011-7529
FOR:
Patterson Estate
Go Marlin McCaleb 219 E. Main St
Mechanicsburg, PA 17055
AS OF:
12/0502008-Retrospective
BY:
Appraisal Sokrtiorrs
Brett Ledittraler, PA Certified General Appraiser
16 San Juan Drive
Mechanicsburg, PA 17055
form GA6 - •WiaTOTAL• appraisal software by a Nt mode, ioc. -1-804NAMODE
SCHEDULE A.1
July 09, 2009
Appraisal Solutions
16 San Juan Drive
Mechanicsburg, PA 17055
717-697-1828/Phone
717-697-0220/Fax
Dear Sirs:
The accompanying Summary Appraisal Report is based on a site inspection of improvements,
investigation of the subject neighborhood area of influence, and review of sales, wst, and
income data for similar properties.
This appraisal has been made with particular attention paid to applicable value-influencing
economic conditions and has been processed in accordance with nationally recognized appraisal
guidelines.
The value conclusions stated herein are as of the effective date as stated in the body of the
appraisal, and contingent upon the certification and limiting conditions attached.
Please do not hesitate to wntact me if I can be of additional service to you.
Respectfully,
Brett l_echthaler,
PA State Certified General Appraiser
form DCVR -'WinTOTAL' appraisal software by a ha rtade, ine. -1-806~ALAMODE
SCHEDULE A,1
SUMMARY OF SALIENT FEATURES
Subject Address 1705 Letctrovorth Rd
Legal Description Deed Book 104 Page 1131
City Camp Hib
County Cumberland
State PA
T1p Code 17011-7529
Census Tract 0109.00
Map Reference METR0:28481D-4
Sale Price $ NA
Date of Sale NA
Borrower/Cfierrt NA
Lender Patterson Estate
Size (Square f~eeq 1,235
Price per Square foot $
Location Average
Age 71 Years
Condition Average
Total Rooms 6
Bedrooms 3
Bati-5 1.5
Appraiser Brett Lechthaler, PA State Cert Gen Appr
Date at Appraised Va4re 1 210 5/209 8"
Final Estimate of VaNre $ 145,090
form SSD - "NinTOTAL" appraisal software by a la mode, ioc. -1-80D-ALAMODE
SCHEDULE A,1
Appraisal Sokrtions (717)697-1828
uniform Residential Appraisal Report Fllex 09-Patterson
The se al this a r is to vide the lenderlcferd with an accurate, and ad s orted, o Trion of the market vatce of tte sub act ro
Address 1705 Letchworth Rd C' Cam Hgl State PA L Code 17011-7529
Borrower NA Owner of Public Recad Patterson Carole JJEstate C Cumberland
Descd Tian Deed Book 104 Pa a 1131
Assessor's Parcd # 13-23-0547-329 Tax Year 2008/2009 R.E. lazes $ 1.787.57
' borheod Name H' nd Park Ma Rderence METRO:26487D-4 Census Tract 0109.00
Orazr Owner Terrard Vacard S sal Assessmeds $ None PUD HOA $ a ear modh
Pro R' hts raised Fee Si Leasdakl Otlrer descnbe
Ass' nnwzrt i e Purchase Transaction Refinance Transactbn Otlter desaibe Estate valuation
Lender/Cied Patterson Estate Address cro Mar9n McCaleb 219 E. Main St Mechanicsbu PA 17055
{s the su ~ cure otiered for sale or has tt been offered for sale in the twekre nrordhs rbr to the eltective date of this sisal? Yes No
ort data Space s used ofl ' ce s and dates . Per the bcal MLS the sub'ect has not been fsted wittrin the art 12 months.
I ^ did ^ d'h not array:e the contract for sale for the subject puchase transaction. Explain the results of the anaysis of the codract fa sak or why the analysis was not
armed. NA
Contract Price $ NA Date of Cortract NA Is the ro Seger the owns of ubfc record? Yes No Oats Sources NA
Is there arty financial assistance (ban charges, sale concessions, g8t or dowrrpaymad assistance, etc.) to be paid by any party on bdrag of the barower? ^ Yes ^ No
If Yes, re rt the fatal dollar amourd and descdba ttra iterts to be 'd. NA
Per the Central Penn MLS CPML 2008 statistics there was a 1.5% de relation. The de reaafan rate into rates all price ran es uses and
areas of ttre CPML The sub'ed's market is considered stable due to the minimal de reciatlon coven numerous 'rKs.
Nola: Fleoe and the racial tom flan of the rN hborhood are not a lad factors.
Ne)ghbolhoodffila~l~oa - OnrUnNlNotpfn Tmwh Ott~rUMtHoudn tanBUatx `:;
Locagar Urban Sububan Rural Pro Valdes Increasi Stable ikcgni PRICE AGE One-Unit 90 %
Bull-U Over 75% 25.75% Under 25% Demand/S Shorts a In Balance Ovar S S 000 2-0 Urtit 1 %
Growtlr Ra 'd Stable Slow Marketi Time Under 3 mths 3.6 mths Over 6 mtlts 125 Low 40 Mrdtifami 2 %
N ' boyhood Bourbaries The rte' hbortaod boundaries are the lave eM of H' bland Park of Lower 250+ Ri 100+ Callmercial 5 %
„ Allen Towns ~ . 160-80 Pred. 60-70 Other 2 %
' boyhood Des ' fiat Sub'ect has access to ag necessa su 'n facigties indudin schools ublic arks bans nation rho and
houses of worshi Em b ant stabr' Ls pod and is within 15-30 minute drive.
Market Carditions r s rt to the above conclusions a e finds are tea ' available from a vari of sources with conventional bans train
4.5% to 6.096 interest foxed 30 r mo a u to 3 infs. Sellers are not re wired to offer sales or fine concessions however Seger
assistance is orxrxri
DimensbnS 55 x 125 x 55 x 125 Area 0.1B acre S e R ular View Ave
S ficZod ClassificagonR-1 Zo ' Desrfi tion S' le Fami Estabgshed Residential
' C L 1 t~odormi Grandfatlrered Use No Z of descdbe
Is the 'hest and best use d subject as ' roved or as sad r kns and s iticatbrts ttre resell use? Yes ! No g No, describe
lhMtia Public Otlrer (deacrWe) PuMie Otlrer (deeabel Olt-eae • T Public Privak
Fwd ' WaOer Strad Macadam
Gas Salta Sewer None
FEMA $ id Flood Hazard Area Yes NO FEMA Fbod Zone X FENV1 M # 42041 C0281 E FEMA Date 3!76!2009
Are the utN[ies and oB-rile i ovezrrarts ice! for the market area? Yes Na tl Ne, desaibe
Are thane adverse site condgions or extrmal factor easements mcroactarrems ermronmerdal corditbns, land tyres etc. ? `!es No g Yes destxibe
Standard easemerds for electric tale hone etc. There are ra known or a arent adverse easemerds encroachments or conditions noted. A title
search has not been tom red and is considered outside the sco of this re ort.
Genarrl' - FamdlNwr Exlatior: : Mtlrbr' m irla t c ~ndMbn':
llrrKs One One with Accesso Unit Concrete Slab Crawl Faardation Wags Conc Block/A floors C t Linoleum/A
# of Stories 1.5 Fal Basemad Partial Basement Exterior Walls Brick MA Wags Plaster PaneUA
T Der A1L SDeUEnd Urtlt Basement Area 644 .h. Roef Surface S ' le/A Trinyflnish Wood/A
6d ' ell Under Corrsl. Basemerd Fxdsh No Vakre % Gutters 3 Down outs Alrxninum/A Bath Fgar V' A
Deli n k 1.5 S Outside lExg S Window T e Wood H A Bath Wainscd Ceremic/A
Year Buig 1938 Evidence of Idestatlon None Not Storm SaslUlnsrlaffid PartiaUA Car Staa a None
Etfecgve rs 30-35 Years tress Sdtlement Screens PartieUA Drive # o(Cars 1+
A11ic Notre FWA NWBB Radiant Amergties Woodstove s # Drhrewe Surface Macadam
D Stair Stairs Otlter fuel Oil R kce s # 1 Fence Gars # of Cars 1
Fkgr Scuttle Cool' Cedral Air Conditions PatiaJDeck Endos Pach Ca art # d Cars
Fidstred Heated lndividtal Otlrer Pool Otltd Att. [fat Bdg-in
fences R ' erator Dishwasher Dis al Mkro wave WaslrarlD Other descdbe
fldslred area move rode rrodairtc: 6 Rooms 3 Bedrooms 1.5 Baths 1 235 ware Feet of Gross Livin Area Above Grade
Additirxral teatues s erKal en dticierd f0arns eb.. T ical for ne hbortaod.
•
Describe the condition d the ro irN:ludi needed re airs ddedaation renovations renadefn etc.. The sub ea is in avr.~ra a condition. The construction
ua is I for a e in tom rison to tom tin ne' hbortaods. Based on maintenance condition and tom orison to tom
ne hbortaods the estimated a e is bebw the actual a e. Ph bald reciation is due to a e. No economic a functbnal obsolescence noted.
Are there teal ddicierrles or adverse coMitions that affect the gvabi ,soundness, or shucbaal iM of the m 7 Yes Na tl Yes, describe
There were no observed nor noted 'cal defx9encies or adverse conditions that would affect the livab" soundness or structural rote of the
e .
Does the codam to the nei hborlroad ndfond t1i' , s e, condition, use, cortswctiar, etc. ? Yes No g No, describe
The a cerrforrns to the surrounds ne hbofiood.
Freddie Mac Fonn 70 March 2005 Page 1 of 6 Fannie Mae Form 1004 March 2005
Form 1004 -'WinTOTAL" appraisal software by a b mode, inc. -1-800•ALAMODE
SCHEDULE A.1
llnffnrm Residerrtial Anoraisal Report r:rwY 09-Patterson
There are 5 'e5 am offered for sale in the Sub'ect rlel tlbertleed r i in from S 134 900 to S 169 900
There are 6 Co 2bk sales in the sub' Irei batrood widlin the st twelve rttorrdts in in sale rice fran S 147 234 to S 171 000
FEATURE SUBJECT COMPARABLE SALE # 1 COMPARABLE SALE # 2 COMPARABLE SALE # 3
Address 1705 Letdnvorth Rd 8 Riddle Road 1902 Chatham Drive 1804 Carlisle Road
Cam HBI PA 17011-7529 Cam HN PA Cam Hi8 PA Cam Hill PA
' to Sub' 0.48 miles NE 0.31 miss W 0.11 miles SW
Sale Price S N S 147 234 S 154 900 S 155 000
Sala PdceJGross Liv. Area S s .h. S 145.78 .ft. S 131.27 .ft. S 99.36 s .ft.
Data Sources MuNi-L' Service Multi-tis ' Serv ice MuItLLis ' Service
Verification Sources Courthouse Records Courthouse Rec ords Courthouse Records
VALUE ADJUSTMENTS DESCRIPTION DESCRIPTfON + - S Ad'uslmerd DESCRIPf10N + - S Ad'ustment DESCRIPTION + - $ Ad'ustntwd
Sales or Rnanting FHA Converttlonal Converttanal
CencesslOrlS None Re orted Costs -1 200 None Re orted
Date of Sale/fune 5106 11 DOM 2108 14 DOM ~ 4108 9 DOM
Laation Avers Avers Avers Interior +5 000
LeaseholdlFee Si k Fee Sin le Fee Sim le Fee Sim le 'Fee Sim le
Site 0.16 acre 0.14 sae 0.23 sae 0.54 sae -4 000
View Avers Averse Avers Avers e
Deli 1.5 S 2 St 2 Sto 1.5 St
' of Construction Avers E ual E ual E ual
Actual a 71 Years 66 Years 62 Years 59 Years
CaMitien Averse ' r -1 000 S -5 000 S -5 000
Above Grade Ttpal Bdrms. Batls Trial Bdrms. Baths Total Bdrns. Baths Trial Bdrms. Bads
Roan Courd 6 3 1.5 5 2 1.5 6 3 2 -2 000 6 4 2 -2.000
Gross ' ' Area 1 235 5 .tt. 1 010 s .tt +3 375 1 180 s .ft. 0 1560 5 .fL ~ 875
BaSemefd 8 Fdshed 644 Sq.Ft. Equivalent Equivalent Equivalent
Roans Bebw Grade No Value Fami Roam -3 000 Roc Room -2 000 FR BA -5 000
Functional lfti' Averse Averse Avere a Avers e
. Heati HtWtrMate FWA1None FWAICA -3 000 FWA/CA -3 000
Eder Efficierd hems Avere e E uivaleM E uivalent E uivalent
tiara Ca 1 Car tiara a On Street +5 000 Off Street +4 000 2 Car Ca rt
PorcNPatiNDeclr Porches Porches Porches Porches
Otiret Fie ace None +2 000 Fire lace None +2 000
• Net Ad'ustmem + - S -2 625 + - S -9 200 + - S -16 875
Adjusted Sale Price Net Adj. 1.8 % Net Adl• 5.9 % N# Adj. 10.9 %
of C arables Gross Ad'. 15.9 % S 144 809 Gross Ad'. 11.1 % S 145 700 Gross Ad'. 19.9 % S 138 125
I did did not research the sale or transfer hist of the sub' ro and co able sales. h Trot, bin
research did did not reveal sales ar transfers of dre 'ect for the tluee ears to the eif~tive date of ttis raisal.
Data Souce s
resardr did did not reveal a dor sales or transfers of arable sales fa the rior to the date of sale of the com a~rabk sale.
Data Borate s
R the resdts of the research and of the dor sale or transfer hislo of the subject and co ebb sales addtiorel rior sales at 3 .
REM SU&ICCT CON9'ARABLE SALE #1 COMPARABLE SALE #2 COMPARABLE SALE #3
Date of Prior SaklGansfa None None None None
Price of Prior SaMJTtansfer NA NA NA NA
Data Sources Courthouse Records Courthouse Records Courttwuse R s Courthouse Records
Eilective Dale of Data Space S 7/05!2009 7105/2009 7/05/2009 7/05/2009
fs of sale a trarwfer list of the su ' and c able safes The sub ed has not trensferred wdFtirt tt~e ast three ors. The
can arable sales have not transferred more than arce widdn the st ar. The effective date of the data is the date ¢tforrnason was reviewed on
the tax assessment onfirte.
Su of Sales Co orison A roach See comments an addhiortal com arebles a
Indicated VaNre b Sales Co son A roach S 145 000
IndbaMd Yalue . Sties Com posh S 145 000 Cost A (d davel S Irrcorne rrtech (fi deveb ed) S
Due to the lade of rental data die kttome roach is rate riots. The Cost roach is rat oonsidared va8d due to the acWal and effective
a s. Greatest wei ht is iven to the Sales Com dson roach as h reflects rite 'cal ad'rons of b rs and sellers in the marks' lace.
- This appraisal is made ®'as is', ^ subject ~ comPbtiar Pa Pbns ~ speciticatiorrs an the basis of a hypohetical corMi6on that the improvements have bean
completed, ^ subject fA the fobwinp repass m alterations on the basis of a hypothetical condition that the repairs a ahaatiors have been completed, or ^ subject ro the
fo re tared irs action based on the erdraordire ass lion dial tle condition or deficient does not r uie aheration or air: See Statement of Lim' '
Catd'idons and refsefs Certification. "Retros as of Date of Death
Based on a complete vieuala~ of die iMerbr and exbrior areas of the subject propert, defined scope of work, BtaoemaM of essumptlons and Ifmfting
condirfona, and appraiser's on, my (our) opinion of the msrioet w-kre, as defined, of the roal property that b the subject of thle report i8
S 145 Ol)D as oT 12/0512008" whbh Is me deb of i and the etfecdve date of tbk
Freddie Mac Form 70 March 2005 Page 2 of 6 Fannie Mae Form 1004 March 2005
frorm 1004 -'WinTOTAL' appraisal software by a b mode, inc. -1-80D-ALAMODE
SCHEDULE A~.l
Uniform Residential A sisal Re ort Flbx 09-Patterson
D 'Lion of the feel ProcessfS of Work
The a sisal cess is intended to'destxibe the a#eM of the rocess of collectt confirm and re rfi data.' In order to pre are an
sisal ort on the su 'ed ro the folbwi ste ware inwlved:
The sub'ed site and nei hbortrood were ersonaN krs dad b the a raiser. The in action considered the various kxal economic indicators
vMh res to tlvair rrtendal im ad on the sub'ed site. The stre the and weaknesses of the enerel econom were we' bed as the affect the
value of the sub'ed.
AIE relevant fads related to the sub'ed were co9eded and verif ed indud~ but not fmitod to z utiNties land and buildin area, restrictions
encumbrances easements erwironmental factors and other items of a similar nature deemed a icable~
No build' lens were available. The build s uare foots was derived from actual measurement and the axis ' assessment records in order
to determine uare foots e.
A 'hest and best use ana L5 was tom tact.
The Cost Sales Com artson and Income roadies to value were considered and the Sales Com rison roach was used in the valuation of
the su 'ed ro
pate was coAeded du ' this rocess from various sources. This iMormation is believed to be reliable and verificatan of sales data incWded
- re4ance on coo deed records and/orthird- a confirnataru. The a fear has no reason to sus d inaccrrrscies in an iMormatlon rovided
and the ana is and rbrrdusans are based on the reliabil' of this information.
The a Isar is rat an ex In IdentH I mold mNdew lead base afM nor asbestos. M the client has a concern then I st-o
recommend the eNerrt contact an ez rt in the erwirorznental andfor home 1 ectbn field s .
ff an estimated value or sales rice was nduded either on the a sisal oast four or verbs from another a invoWed in the trarrsadion the
vaWe rovided had no influence on m final estimate of value.
. CO5TAPPRGiACH'F4YALUE~natrMµtlredbyFannbtNNp?
Provide a uate kNorrrration to tits lendeddierd to the below cost fi ores and plalations.
Su tar Urea ' far of sib vabe s of c b tend sales or other nte0ads for estirtatin site value NA
ESTIMATED REPRODUC710N OR REPLACEAdENT COST NEW OPAtION OF SITE VALUE-----------------.---..-------...------_-------_--------_.-.--- _$
- Spume ofcostdaha DWELLING 1235 .Ft S --------- _$
rati from cost service Effective date of cost data 644 .Ft E _-.---- _$
Convrter>is on Cost oath toss livh area ca~dations, relation, etc. _-__...... =S
The Cost ch is not considered a vakd hrdtcator of value due to the Ca R .Ft $ -..._.___ _$
actual and effective a s of the su 'ed. Total Estimate of Cost-New ...._...... _$
Less sical Functional Eidemal
reciation =S
'sled Cast of I rovemerds ................._.--.------------------..-- _$
•As-is• vahre of site t ovemterds --------------------......---------.---.--.- _$
Estimated Remai ' Ecalortdc Life UD and VA o Years INDICATED VALUE BY COST APPROACH ------_._.--_------..-------°--..--- =S
NtCOYEApPROAgtTOVAW E trot i?>ttntfeth~-`
FstimaOed Mmr1H Market Rent $ NA X Gross Rent Multl ter NA = $ Indicated Vakte b Income A roach
Suture of income oath r s for market rent and GRM
_ Pfldl~tflNPtMiMfJ13Wt1PQltFNl~h R
Is the develo lbrilder in cardrol of the Homeowners' Association ? Yes No Urrit s Detached Attached
Provide the fo infemratbn for PUDs DNLY N the dev dbuilder is in corrbml of dre NOA acrd the sub'ect o is an attached dwern unit
Name of Ro cf
Total comber of bases Total r>rrrber of units Total comber of orals sold
Total runber of untls rerdBd Total ember of urdls for sale Data soots s _
- Was the ' d creme the carerston of eras' twtid' s kdo a PUD? Yes No N Yes, date of comarsion.
Dees the ~ corrtakr mNs? Yes No Data Source
Are the oats, rwnrran ebmems, and recreation 1aciGties co late? Yes No If No, desrxibe the status ai co ' n.
Are tire common elements leased to or the Homeowners' Associatlon? Ves No If Yes, describe the rental terms and o '
Describe cottvnmr elarrreMs and recreational faltties.
Freddie Mac Form 70 March 2005 Page 3 of 6 Fannie Mae Form 1004 March 2005
Form 1004 - "VYinTOTAL" appraisal software by a W mode, iris. - t-fD0.ALAMODE
SCHEDULE A,l
Un'rform Residential Appraisal Report Flb+Y 09-Patterson
This report form is designed to report an appraisal of a one-unit property ar a one-unit property with an accessory unit;
including a unit in a planned unit development (PUD). This report form is not designed to repoii an appraisal of a
manufactured home or a unlt in a condominium or cooperative project.
This appraisal report is subject to the following scope of work, intended use, intended user, definition of market value,
statement of assumptions and limiting condtions, and certifications. Modifications, additions, or deletions to the intended
use, ineended user, definition of market value, or assumptions and limiting conditions are not permitted. The appraiser may
expand the scope of work to include any additional research or analysis necessary based on the complexity of this appraisal
assignment. Modifications or deletions to the certifications are also not permitted. However, additional certifications that do
not constitute material alterations to this appraisal report, such as those required 6y law or those related to the appraiser's
continuing education or membership in an appraisal organization, are permitted.
SCOPE OF WORK: The scope of work for this appraisal is defined by the complexity of this appraisal assignment and the
reporting requirements of this appraisal report form, including the following definition of market value, statement of
assumptions and limiting conditions, and certifications. The appraiser must, at a minimum: (1) perform a complete visual
inspection of the interior and exterior areas of the subject property, (2) inspect the neighborhood, (3) inspect each of the
comparable sales from at least the street, (4) research, verify, and analyze data from reliable public andlor private sources,
and (5) report his or her analysis, opinions, and conclusions in this appraisal report.
INTENDED USE: The intended use of this appraisal report is for the lendedclient to evaluate the properly that is the
subject of this appraisal for a mortgage finance transaction.
INTENDED USER: The intended user of this appraisal report is the lender/client
DEFlNITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open
market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeaby and assuming
the price is not affected by undue stimulus. Implicft 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 or she considers his or her 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. 5. 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 cancessions* granted by anyone associated with the sale.
*Adjustments to the comparabies must be made for special or creative financing or sales concessions. No adjustments are
necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are
readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing
adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional
lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical
dolllar 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 ASSUMPTIONS AND LIMITING CONDITIONS: The appraiser's certification in this report is
subject to the fallowing assumptions and limiting conditions:
1. The appraiser will not be responsible for matters Of a legal nature that affect either the properly being appraised ar the title
to lt, except for information that he or she became aware of during the research involved in performing this appraisal. The
appraiser assumes that the title is good and marketable and will not render any opinions about the title.
2. The appraiser has provided a sketch in this appraisal report to show the approximate dimensions of the improvemerrts.
The sketch is included only to assist the reader 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 this appraisal report whether any portion of 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 Hof the property in question,
unless speck arrangements to do so have been made beforehand, or as otherwise regwred by law.
5. The appraiser has noted in this appraisal report any adverse conditions (such as needed repairs, deterioration, 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 research involved in performing the appraisal. Unless otherwise stated in this appraisal
report, the appraiser has no knowledge of any hidden or unapparent physical deficiencies or adverse condtions of the
properly (such as, but not limited to, needed repairs, deterioration, the presence of hazardous wastes, toxic substances,
adverse envronmental conditions, etc.) that would make the property less valuable, and has assumed that there are no such
conditions and makes no guarantees or warranties, express or implied. The appraiser will not be responsible for any such
conditions that do exist or for any engineering or testlng that might be required to discover whether such conditions exist.
Because the appraiser is not an expert in the field of environmental hazards, this appraisal report must not be considered as
an environmendal assessment of the property.
6. 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 the completion, repairs, or alterations of the subject property will
be pertormed in a professional manner.
Freddie Mac Form 70 March 2005 Page 4 of 6 1=annie Mae Form 1004 March 2005
form 1004 - •VYmTOTAL' appraisal software by a b node, inc. -1-80aNAMODE
SCHEDULE X1.1
Uniform Residential Appraisal Report sex os-Patterson
APPRAISER'S CERTIFlCATION: The Appraiser certifies and agrees mat:
1. 1 have, at a minimum, developed and reported this appraisal in accordance with the scope of work requirements stated in
this appraisal report.
2. I performed a complete visual inspection Of the interior and exterior areas of the subject property. I reported me condition
of the improvements in factual, specific terms. I identified and reported the physical deficiencies mat could affect the
livability, soundness, or structural integrity of me properly.
3. I pertomred this appraisal in accordance with me requirements of the Unrform Standards of Professional Appraisal
Practice mat were adopted and promulgated by the Appraisal Standards Board of The Appraisal f=oundation and that were in
place at the time this appraisal report was prepared.
4. I developed my opinion of me market value of me real property mat is the subject of this report based on the sales
comparison approach to value. I have adequate comparable market data to develop a reliable sales comparison approach
for this appraisal assignment. I further certify mat I considered the cost and income approaches to value but did not develop
them, unless otherwise indicated in this report.
5. I researched, verified, analyzed, and reported on any current agreement for sale for me subject: property, any offering for
sale of the subject property in the twelve months prior to me effective date of this appraisal, and the prior sales of the subject
property for a minimum of three years prior to the effective date of this appraisal, unless otherwise indicated in this report
6. t researched, verified, analyzed, and reported on me prior sales of the comparable sales for a minimum of one year prior
to me date of sale of the comparable sale, unless omerwlse indicated in this report.
7. I selected and used comparable sales that are locationally, physically, and functionally the most similar to the subject properly.
8. I have not used comparable sales that were the result of combining a land sale with the contract purchase price of a home that
has been built or will be built on the land.
9. I have reported adjustments to the comparable sales that reflect me market's reaction to the differences between the subject
property and the comparable sales.
10. I verified, from a disinterested source, all information in this report that was provided by parties who have a financial interest in
the sale or financing of the subject property.
11. I have knowledge and experience in appraising this type of properly in this market area.
12. 1 am aware of, and have access to, the necessary and appropriate public and private data sources, such as multiple listing
services, tax assessment records, public land records and Omer such data sources forme area in which the property is located.
13. I obtained the information, estimates, and opinions famished by other parties and expressed in this appraisal report from
reliable sources mat I believe to be true and correct.
14. I have taken into consideration the factors mat have an impact on value with respect to me subject neighborhood, subject
property, and the proximity of the subject property to adverse influences in the development Of my opinion of market value.
have noted in this appraisal report any adverse conditions (such as, but not limited to, needed repairs, deterioration, the
presence of hazardous wastes, toxic substances, adverse environmerrtal conditions, etc.) observed during the inspection of the
subject property or that I became aware of during me research involved in pertomring this appraisal. I have considered these
adverse conditions in my analysis of the property value, and have reported on the effect of the conditions on the value and
marketability of the subject property.
15. I have not knowingly withheld any sign'rficant information from this appraisal report and, to the best of my knowledge, ail
statements and information in this appraisal report are true and correct
i6. I stated in this appraisal report my own personal, unbiased, and professional analysis, opinions, and conclusions, which
are subject only to me assumptions and limiting conditions in this appraisal report.
17. I have no present or prospective interest in the property mat is me subject of this report, and I have no present a
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 opinion of market value in this appraisal report on the race, color, religion, sex, age, marital
status, handicap, familial status, or national origin of either me prospective owners or occupants of the subject property or of the
present owners or occupants of the properties in the vicinity of the subject property or on any other basis prohibited by law.
18. My employment andlor compensation for perfomring this appraisal or any future or anticipated appraisals was not
conditioned on any agreement or understanding, written or otherwise, mat I would report (or present analysis supporting) a
predetermined specific value, a predetermined minimum value, a range or direction in value, a value mat favors the cause of
any party, or the attainment of a specific result or occurrence of a specific subsequent event (such as approval of a pending
mortgage loan application).
19. I personally prepared all conclusions and opinions about the real estate that were set form in this appraisal report. If I
relied on significant real property appraisal assistance from any individual or individuals in the performance of this appraisal
or the preparation of this appraisal report, I have named such individual(s) and disclosed me specific tasks performed in this
appratsal report I certify mat any individual so named is qualified to perform the tasks. I have not authorized anyone in make
a change to any item in this appraisal report; therefore, any change made to this appraisal is unauthorized and i will take no
responsibility for it.
I 20. 1 identified the lender/client in this appraisal report who is the individual, organization, or agent for the organization that I
ordered and will receive this appraisal report.
Freddie Mac Form 70 March 2005 Page 5 of 6 Fannie Mae Form 1004 March 2005
Form 1004 - "MmTOTAL' appraisal software by a fa mode, inc. -1-800-NAMf~E
SCHEDULE A.l
uni~orm Resider»ai
21. The lender/client may disclose or distribute this appraisal report to: the borrower, another lender at the request of the
borrower, the mortgagee or its successors and assigns; mortgage insurers; government sponsored enterprises; other
secondary market participants; data collection or reporting services; professional appraisal organizations; any department,
agency, or instrumentality of the United States; and any state, the District of Columbia, or other jurisdictions; without having to
olttain the appraisers or supervisory appraiser's (If applicable) consent. Such consent must be obtained before this appraisal
report may be disclosed or distributed to any other party (including, but not limited to, the public through advertising, public
relations, news, sales, or other media).
22. I am aware that any disclosure or distribution of this appraisal report by me or the lender/client may be subject to certain
laws and regulations. Further, I am also subject to the provisions of the Uniform Standards of Professional Appraisal Practice
that pertain to disclosure or distribution by me.
23. The borrower, another lender at the request of the borrower, the mortgagee or its successors and assigns, mortgage
insurers, govemment sponsored enterprises, and other secondary market participants may rely on this appraisal report as part
of any mortgage finance transaction that involves any one or more of these parties.
24. If this appraisal report was transmitted as an "electronic record" containing my "electronic signature," as those terms are
defined in applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmission Of this
appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, enforceable and
valid as 'rf a paper version of this appraisal report were delivered containing my original hand written signature.
25. Any intentional or negligent misrepresentation(s) contained in this appraisal report may result in civil liability and/or
criminal penalties including, but not limited to, fine or imprisonment or both under the provisions of Title 18, United States
Code, Section 1001, et seq., or similar state laws.
SUPERVISORY APPRAISER'S CERTIFICATION: The Supervisory Appraiser certifies and agrees that
1. I directly supervised the appraiser for this appraisal assignment, have read the appraisal report, anti agree with the appraisers
analysis, opinions, statements, conclusions, and the appraiser's certification.
2. I accept full responsibility for the contends of this appraisal report including, but not limted to, the appraiser's analysis, opinions,
statements, conclusions, and the appraiser's certification.
3. The appraiser identified in this appraisal report is either asub-contractor or an employee of the supervisory appraiser (or the
appraisal firm), is qualified to perform this appraisal, and is acceptable to perform this appraisal under the applicable state law.
4. This appraisal report complies 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 at the time this appraisal
report was prepared.
5. If this appraisal report was transmitted as an "electronic record" containing my "electronic signature " as those terms are
defined in applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmission of this
appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, enforceable and
valid as if a paper version of this appraisal report were delivered containing my original hand written signature.
APPRAISER SUPERVISORY APPRAISER (ONLY IF REQUIRED)
Signature ....~f d>?:~'""c - -
Name B ler, to a en pr _
Company Name Appraisal soktions
Company Address 16 son Juan Drive
Mechenicsbunt, PA 17055
Telephone Number 7tt-697-182E
Email Address blechthaler(ciicomcast.net
Doh: of Signature and Report 7io92oo9
Effective Date of Appraisal 12/05/2009"
State Certrfication # GA-003594
or State License #
or Other (describe} State #
State PA
Expiration Date of Certification or License 6/30/2011
ADDRESS OF PROPERTY APPRAISED
1705 LetcJw+ortli Rd
Camp Hi PA 17011-7529
APPRAISED VALUE OF SUBJECT PROPERTY $ 145.000
LENDER/CLIENT
Name
Company Name Patterson Estate
Company Address Go Moran McCaleb 219 E. Main St.
Mecharricstxusr. PA 17055
Email Address
Signature
Name
Company Name
Company Address
Telephone Number
Email Address
Date of Signature
State Certification #
or State License #
State
Expiration Date of Certification or License
SUBJECT PROPERTY
^ Did not inspect subject property
^ Did inspect exterior of subject property from street
Date of Inspection
^ Did inspect interior and exterior of subject property
Date of Inspection
COMPARABLE SALES
^ Did not inspect exterior of comparable sales from street
^ Did inspect exterior of comparable sales from street
Date of Inspection
Freddie Mac Form 70 March 2005
Page 6 of 6
Fannie Mae Form 1004 March 2005
Form 1004 - •NfinTOTAt• appraisal software by a b mode, inc. -1-8~-ALAMODE
SCHEDULE A.1
FEATURE u
SUBJECT n~tol"111 r~esiaer~iai A
COMPARABLE SALE #4 raisai rte of[
COMPARABLE SALE #5 Ftk# 09-Patterson
COMPARABLE SALE #6
Address 1705 Letdrworth Rd
Cam Hip PA 17011-7529 13 Creek Road
Cam Hill PA 1707 Chatham Road
Cam Hill PA 1601 Kent Road
Cam Hip PA
Pratm' to Sub ct
Sale Price
Sale Price(Gross Uv. Arce
$ N
$ s .tt. 0.14 miles S
$ 156 000
$ 122.63 5 .tt. 0.19 miles NW
$ 168,000
S 127.27 s .tt. 0.17 miles N
$ 123.82 .ft
$ 171 000
Data Sources
Verpkation SaKce s
VALUE ADJUSTMENTS
DESCRIPTION Mupi-Lis' Serv
Courthouse Rec
DESCRIPTION ice
ords
+ - $ Ad'usfinerd MWt~Lis' Service
Courthouse Records
DESCRIPTION + - $ Ad'
tmerd Mupi-L.isti Serv
Courthouse Rec
DESCRlPT10N ice
ords
+ - $ Ad'us4r>ent
Sales w Fnanarp
Cancessans Conventional
None R clad Conventional
None Re orted Conventonal
None Re orted
Date of Same 7/08 4 DOM 4/08 45 DOM 12/07 17 DOM
Locapon
- Leaselrold/Fee Si k Avers
Fee Sim le Inferior
Fee Sim +5 000 Avere
Fee Sim le Avers e
Fee Sim le
Site 0.16 aae 0.16 acre 0.19 sae 0.15 acre
Yuw Averse Avere a Averse Avers e
- Deli n k
of Construcpon 1.5 St
Averse 1.5 S
E ual 3 Sto /
E ual 2 Sto
E ual
Actual A e
Corrdipan
Above Grade 71 Years
Avere
tolaf Bdrms. paths 62 Years
S 'or
Talal 8drms. paths
-15 000 68 Years
S
Trial Bdrms. Baps
-20 000 61 Years
S erior
Trial Bdrms. Batlts
-20 ODO
Roan Courd 6 3 1.5 6 3 1.5 6 3 1.5 6 3 1 -2 000
Gross l.ivi Area 1 235 s .ft. 1 270 5 .tt. 0 1 320 s .ft. 0 1 381 s .ft. -2 190
_
Basement 8 Rrushed
Rooms Bebw Grade 644 Sq.Ft.
No Value Equivalent
Unfinshed Equivalent
Unfinished EgrirvateM
Unfrshed
Functional
Heap Coop
E Efficient gems Avere a
HtWVMone
Avers Avere
F1NA/CA
E uivaleM
-3000 Averse
FWAICA
E uivalent
-3000 Avere e
FWA/CA
E uivalent
-3000
Gars C rt 1 Car Ga a Ott Street +4 000 1 Car Gare e 1 Car Gare e
PaclVPapaVDeck
OGcr Porches
Fire Porolres
Fire ace Porches
None
+2 000 Porches
None
+2 000
NetAdUstmem oral
Adjusted Sak Pdce
of C abks
R the resups of the research and an is of the
ITEM SU + - S -so + - $ -z1 DoD + - $ -2s 19D
Net Adj. 5.8 % Net Adj. 12.5 % Ne[ Adj. 14.7 %
Goss Ad . 17.3 % $ 147 000 Gross Ad'. 14.9 % $ 147 0001 Gross Ad'. 17.1 % $ 145 810
rior sak w transhr histo of the sub' and co le sales ort addiponal styes on e 3 .
BJECT COMPARABLE SALE #4 COMPARABLE SALE #!i COMPARABLE SALE #6
Data of Prior Sale/Transt~ None None None None
Price of Prior SaklTransfer NA NA NA NA
Doh So s Caurttrouse Records Courthouse Records Courthouse Records Courthouse Records
Eflacpve Date of Data Sources 7/05/2009 7/OS/2D09 7(05!2009 7/0512009
is Of ria sale or transfer M o(the sub' and co arable sales These additional coin cables have not transferred within the ar rior
. to the sales uBpzed above.
Ana islCommaits Sales similar in conditlon to the sub'ed were limiead. The sales dis la dare considered to be the best indicators Of value. All
sales are in the sub'ed's immediate market area. Ad ustrnerris ware a lied tore esent market reactions to differences between the sub'ed and
coin ambles. Sales #3 and ti4 inferior krcation ab commuter routes. All sales ad'usted for coMipon in va values due to different
redes/renovations in coin rison to the 'ed. care foots a difference a 'ustmerrts reflect economies of scale. The ad~usted re e of
coin arable values is 138 125 to $147 000. All sales were we' Med and considered.
Freddie Mac Fonn 70 March 2005
Fannie Mae Fonn 1004 March 2005
Form 1004,(AC) -'"NmTOTAL' appraisal sottware by a h mode, roc. -1-800-ALAMOS
SCHEDULE A.l
SPECIAL LIMITING CONDITIONS•
This appraisal is not a home inspection and the appraiser is not acting as a home inspector when
preparing the report. 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 guarantees of any kind.
SUPPLEMENTAL CERTI7=ICATIONS:
I certify that:
-This appraisal was prepared by Brett Lechthaler for the exclusive use of Patterson Estate, client,
ip estimate market value in terms of cash or financing similar to rash for estate valuation purposes. The
information and opinions contained in this appraisal set forth the appraiser's best judgement 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 appraisal are the sole responsibility and
at the sole risk of the third party. Mr. Lechthaler accepts 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 th 120 days.
- In my opinion the reasonable market time linked to the value opinion is up to 100 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, opinion, and conclusions are limited only by the reported assumptions
and limiting conditions, and are my personal, impartial, and unbiased professional analyses, opinions,
and conclusions.
- I have no present or prospective interest in the properly that is the subject: of this report, and
no personal interest with respect to the parties involved.
- I have no bias with respect to the property that is the subject of this report or to the parses
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 concusions were developed, and this report has been prepared, in
conformity with the Uniform Standards of Professional Appraisal Practice.
- Megan Miller provided significant professional assistance to the persons signing this report by
confirming and entering data from recognized sources.
- Brett Lechthaler personally inspected the properly and prepared this report.
Brett Lechthaler,
PA State Certified General Appraiser
Form TAW -'WinTOTAL" appraisal software by a la mode, inc. -1-80o-AlAMOUE
SCHEDULE A.l
~~ AI.AN~aUE
e. inc. ---1-~'
nuttware by a ~ ~
NImTtRAt" ~y~sal
FnttnNi~~~ f
SCgEDULE A.1
Fee Simple Deed: Individual or Corporate I y 1 a P„
~u t
q,
C~~tS JI~~P1it1iCP made this ~~(~ day of ~~~~ (~~ ;f, µl9 94,
s~
A
~,.
~CtwCPri ~ C. RUDY, unxsnarriea widower,
(hereinafter called the GrantorJs), of the o I.artfand
CAROLS J. PATIERSOr7, t'
.7
(hereinafter called the Crantee/s), of the of part,
t
~~tnPSS etl~ That in consideration of
or>E Arm oo/loo t 31. oo) Dnllar:,
in hand paid, the receipt whereof is herby acknowledged, the said Grantor/s do/does hereby grant and convey unto the said
Grantee/s, his/her heirs, and assigns, in fee
ALL that certain lot of ground situate in the Township of Lower Allen, County of
Clnnberland and Oondortwealth of Pennsylvania, bounded and described as follows, to wit:
HWI!mF~ by Iat rlo. 15, Block "E" cat the west side; on the south side by Lot No. 5,
Block "E" ; o~n the east side by Lot rlo. 13, Block "E" ; and fro¢tting on Letcttwarth Road
by 55 feet with a depth of 125 feet and having an even width througYtotrt.
It being Lot rb. 14, Block "E" Of "Highlartui Park", White Hill, I,owez• Allen Township,
Clanberland County, Pennsylvania, said Plan being recorded in Plan Boolc rio. 3, Page 20.
Having thereon erected atwo-story brick dwelling house known as 1705 Letdnaorth Road.
BEII~ the same pranises which Dale Fetrow and Genevieve G. Fetraw, tti.s wife, by their
Deed dated Deoanbes 27, 1940 aryl recorded oat December 27, 1940 >n the Office oaf the
Recorder of Deeds in and far Cumberland County, Pennsylvania, in Deed Hook 12-G, Page
318, granted and conveyed unto Clarence C. Rudy and Mary B. Rudy, hi.s wife; the said
Mary B. Rudy is now deceased, and Clarence C. Rudy, the Grantor herein, became the
sole owner of the said premises by his right of survivorship as a tenant by the
entireties.
Subject to the restrictions and building oaatditions as set forth in Plan Book r>o. 3,
Page 20.
UNDBR ArID SUBJECT to Acts of Assembly, County and Township Ordinances, rights of
Public Utility and Public Service Companies, existing restrictions aril easertertts,
visible ar of record, to the extent that any persons ar entities have aaluired legal
rights thereto.
For realty transfer tax purposes, this is a transfer fran father to daughter.
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frorm SCA -'WinTOTAL° appraisal sottwan; by a la mode, inc. -1-BOQALAMODE
SCHEDULE A.1
Building Sketch
35ft
Bath
Bedroom Bedroom Second Floor
Bedroom
17ft ~ 6tt S
3R 3R
20.5ft
18.5ft
Enclosed Porch ~
~^
v LA .SBA
Kitchen
N Garage Living
Dining
lift 28ft
Aro 1:eic~YNoe~ Semnrry
r,.e. 9ak.anodc~tr
flrsi Roor 7273 Sq ft 18.5 x 9.5 =83.25
23x28 = 694
SKaM F9aur 598 Sq R 3 x 3. 9
3x3 = 9
14 x 35 = 490
Tehl LbYB Ares (R.oeedad): 1735 Sq R
NirMlp Nei
1 Gr Armd~ed 242 Sq R 22 x Yl 242
tlosed PMth 184.5 Sq ft 9 x 20.5 =184.5
form SKT.BIdSkI -'WmTOTAI' appraisal software try a lamode, mc. -1-80D~ALAMDDE
SCHEDULE A.1
Subject Photo Page
Subject Front
1705 Letchworth Rd
Sales Price NA
Gross Living Area 1,235
Total Raarns 6
Total Bedraon>s 3
Total Baguonms 1.5
Location Average
Yew Average
Site 0.16 aae
Quality Average
Age 71 Years
Subject Rear
Subject Street
Form PIG3x5.SR -'VYnTOTAI' appraisal saflware by a {a mode, inc. -1.8~ALAMODE
SCHEDULE, A,1
Subject Photo Page
Uving Room
1705 Letchworth Rd
Sales Price NA
Grass Living Area 1,235
Total Rooms 6
Total Bedrooms 3
Total Bathraims 1.5
Location Average
Yew Average
Slte 0.16 aae
OuaBty Average
Age 71 Years
Dining Room
Kitchen
Fnrm PIC3r5.SR - "WinTOTAL' appraisal software by a fa mode, inc. -1-800-ALAMODE
SCHEDULE A.1
Comparable Photo Page
Comparable 1
8 Riddle Road
Prat to Subject 0.48 miles NE
Sale Price 147,234
Gross Living Area 1,010
Total Rooms 5
Total Bedrooms 2
Total Bathrooms 1.5
Location Average
Vew Average
Site 0.14 acre
Oualiry Equal
Age 66 Years
Comparable 2
1902 Chatham Drive
Prax. ffl Subject 0.31 miles W
Sale Pdce 154,900
Grass Living Area t,180
Total Rooms 6
Total Bedrooms 3
Tonal Bedrooms 2
Laca6on Average
Yaw Average
SiOe 0.23 aae
Ouagty Equal
Age 62 Years
Comparable 3
1804 Carlisle Roed
Prox, to Subject 0.11 miles SW
Sale Price 155,000
Gross L'mng Area 1,560
Total Roars 6
Total Bedrooms 4
Total Batlrwms 2
Locadon interior
Yew Average
Sile 0.54 acre
(Ltillity Equal
Age 59 Years
form P1C3r5.CR -'NfmTOTAI.' appra+sal sotlvrue by a ta mode, inc. - t-t~ALAMODE
SCHEDULE A.1
Comparable Photo Page
Comparable 4
13 Creek Road
Proz.1o Subject 0.14 miles S
Sale Price 156,000
Gross Living Area 1,270
Total Roams 6
Tohel Bedrooms 3
Total Bapxamu 1.5
Location Inferior
Yew Average
Site 0.16 acre
Quality Equal
Age 62 Years
Comparable S
1707 Chatham Road
Prox. to Subject 0.19 mies NW
Sale Price 168,000
Grass Living Area 1,320
Total Rooms 6
Total Bedraans 3
Total BaVrrooms 1.5
LecaQon Average
Yew Average
Site 0.19 acre
OsaBty Equal
Ape 68 Years
Comparable 6
1601 Kent Road
Prox >D Subject 0.17 miles N
Sale Price 171,000
Gross Living Area 1,381
Talal Rams 6
Total Bedroortrs 3
Total Batlrooms 1
Location Average
Vew Average
Site 0.15 acre
Ouaply Equal
Age 61 Years
Porm PIC3z5.CR -'WinTOTAL' appraisal software by a la mode, inc. - f-800-ALAMODE
SCHEDULE A.1
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Form SCA - "WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE
SCHEDULE+ A.1
Carole J. Patterson
1705 Letchworth Rd
Camp Hill, PA 17011-7529
Page > 1 of 1
t~ % .
``p~~~" Vanguard ~'
Client Services: 800-662-2739
Total report value: $79,975.79
(Total report value includes any accrued dividends.)
yy~~++
~~ ~~1«t7nt ~ ' ~ `~~
Y. t ES~.1 ''4 4" ~~1N~~t~ 1r•;is.t.-f. a '.s:...
~ f~t~rZ-d'~~~ ~:~~ ~'r '~'.~h ~i~~r~ ~r sy~ x,. p.~~ ~.,
' - - ~ - `_
Name Fund 8 Account Date Price Per Accrued
Number Opened Shares Share Value* Dividends
GNMA Fund Investor Shares 0036-09921168239 07/29/1998 7,655.685 $10.44 $79,925.35 $50.44
- -- Totals $7"9,925.33' 550.44
Doesn't include accrued dividends.
0032481780 07/20/2009 13:48:07
SCHEDU);E B.1
~',alculw~ted Value of Your Paper Savings Bond(s) Page 1 of
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 12/2008
Total Price Tota{ Va{ue Total Interest YTD Interest
$5,775.00 $38,292.06 $32.517.06 ~asR_a~
Bonds: i-154 of 154
Serial # Series Denom Issue Date Next Accrual Final Maturity Issue Price Interest Interest Rate Value Not
L2223534788E _ E $50_ .03/1980..,,. __ 03(20Q9__. _ __ 03(2010y ,_ _. X37.50 _ _. X170.98_ _ „___ 4.00% #208.48.,
L2223534823E E $50 .03/1980,.,.,. , 03(2009.,. 03/2010_, .. _ .37,50 _ .. _170 98 _. 4.00°l0 X208.48, _
L2223534789E _ E___ _ $50 _ 02/1980 _ _ ._02(2009 r- . ..__ 02%2010. _ . $37 50._._ ....$170.98. 4.00% X208.48 _
L2223534790E E ~SOr 02/1980_w_ ___ __.02[2009r __._02(2010 _ .._~37 50 _ .._._170 98__ _ _ 4 00% _ #208 48
L2223534792E E
-----~-- _ $50;
t 01%1980 T____. __ ,O1%2009_T 01/2010 _.
._..--- __._._. $37 .50,; _ __,_.__$170„98 ~ _ . ,_ _ 4 00% $208 48
L2223534795Er ..E._._ r ,__~50 _. .011980:_____ ____01(2009 _.. _.___ 01/2010*_ ___ .~37.50~_ __ ___170 _98.1._ __ _ 4 00% _
208 48,
L2223534799E 4 . E. „ _____$50 ~. 1211979x_ ___ Ob/2009x___ __._ 12/2009x_ ____., $37.50.._ _, $175.161 ._,_.___. _4 ;00% t _ __
212.66 r
L2223534759E_
. _E
___$50
._ _12/1979,'_____
___06[2009.___
.______1212009 _
_._ _ X37 50x._
__ ___$175 161___.__....._ _
4 00%~ .,
_212.66.: _ _
..
L2223534757E_ _E „ > $5Q_ , 1111979*_ ... _ .05(2009';.._ ,.. _ _1112009~_ e,_ X37 5Q*._ __ __.$175.16 _ ,_ _ ._ 4 00°l0 ._.212 66
L2223534763E E $50_ 11%1979 ~ _ _ ._ 0512009 _. _ _ _11/2009.:._ _ _$37 50,. ._._.. $175.16_:_ _._ _ ._ ,4.,00%_ ___212.66
L2223534765E E $50 10/1979.. 04(2009 _ . 10/2009;_ _ $37.50_ . ..._.~,173,16~ _ 4.00%~ X210 66
L2223534764E E $50, 10/1979 04/2009 _10/2009 $37.50 $173.16, 4.00% $210 66
L2223534762E_
E__
_$50,
_0911979r _
.0312009x_ _
_. _._.09/2009.
__..._$37.50, .
.,,.,..$173 16, _ .
4.00% .
X210.66 _...
L2223534779E' E $50 _. _09/1979..___ . 03/2009 ._ _..__ 09/2009 . ._ $37.504 _...$173.16Y_ _._. _ 4.00% X210.66
L2223534744E.
E _
.,$50
09r1979r_____
___03~2009 __
..._ 09/2009~_
...,_~37.50
..._ 173 16x_ _ _.
400% .
._210.66 _
L2223534698Ew
. ,.. . E_. _ .. $50 _, ,._08/1979x_ ...
~ . , 02(2009^, . __, .08(2004_. .__ ,. 37:50, .., _173 16. ___,,, 4 00°/0 ..w._#210 66:
L2223534687E E $50! __08~197
9 _ _ ...0212009 _ _ . 08/2009.. .._ _ ~37.50_r _ ._._ $173_16x_.._.,._.,.. 4.00°fo. _210.56
L2223534699E E $50 07/1979,._.,, ,..01/2009.:, 07/2009y $37.50!___ ._..._$173 :L6 _ _ 4.00% _210.66
L2223534701E E $50 07/1979 01/2009 07/2009 $37.50, $173.:L6` 4.00% $210.66
L2223534705E E $50 06/1979_ 06[2009.. 06/2009 ~37.50~. _$177.38. 4.00% $214.88
,
L2223534708E _ E $50 . 06/1979Y_ 0612009 06/2009,,. $37.50 .__ ...,. $177., 38. _ 4.00% ,
.214.88_
L2223534704E E._-. $50 05j1979 .... ..05(2009,.._. _ . _05/2009.._ _ _ _. $37 50; _..._$.176_$8.... ,....~ 4.00% _ __214 38;
L2223534723E
E
$50_.
...,05/1979 ___
05/2009, _ ,
--~
__ 05/2009;_
_ _. $37 50~
__ _.$176 88{ ._ ._
.
_4 00%
X214 38 „
L2223534729E . E __._; _ $50 04/1979 r _ 04/2009x__. .____ 04/2009 ^ _ $37 50 r._ _
______~174 82; .... _...._ 4 00% ,
212 32
L2223534726E_ E._._, _. _ $50 ___04/1979.____ _ 04(2009...., .._.._04(2009_ _.__ .$37 50x__ ,._.__174 82. ._ _..._ 4.00°k ', X212 32:
L2223534711E _ _ E„ _. _ _.$50'1 03j1979 ~.___ __ 03%2009 r_ _ ._ .03/2009 ~ _ $37 .501__ _. $174 82 ;
_ 4 00% #212.32
L2223534753E_ E,._ $50_. _ 03%1979,,. _ 03120Q9y_
•- _ 0312009. .__..$37.50,.. ,~__.
__
_ _ $174.82,;. _ _
4.00%- $212.32
L2223534780E
E
$50
03/1979
03/2009.
03%2009..
$37.50
..$174.82
4.00°!0 _ .
$212.32
L2223534793E E $50. 02/1979. _ _ .02(2009 _ _ _ 02/2009:_ . $37.50 _ ,_.$174.82 - 4.00% $212.32
L2223534805E E $50_ 02/1979_,. 02/2009; 02/2009.. $37.50 $174.82 4.00% $212.32 "
~ L2223534812E E $50 01/1979.._... .
.01/2009 0112009.. _. ~37.50r ,.
.$174 82x_. _... _ 4 00% #212 32
L2223534816E
E _
_$50r
_ .01/1979,__.__ _
_._01[2009^_
----
0112009.
X37 501 _
_ _ ~174.82_r_.._..__. .,
4.00% y
212 32, _
L2223534827E
E.,_..
. _ $50
12/1978._.____
~.._~_ ____ _________
12/2008}_
._.__ $37.50. _
_ $179 04 w_ __
_
;216.54 _.
MA
L2223534822E E
~ _ X50 _..1211978_._._ _._..,.... ~. ;._._ _ .1212008 f. ._. _$37.50 _ .__.._$179 04_ _.__ .. _ ___ ._
~216.54j MA
L2223534800E
E
$50_
11%1978,._._
_ _.._._.._ _..~__.
11/2008:
_$37.50._.
_ ...._$178.46., __
X215.96. _
MA
L2223534769E E $50, 11/1978'._ 11/2008' $37.50 $178.46 $215.96 MA
L2223534697E E $50 10/1978 10/2008 $37.50 $176.44 $213.94 MA
L2223534760E E $50 10/1978. 10/2008 $37.50 $176,44 $213.94 MA
L2223534750E E $50 09/1978 09/2008 $37.50 $176.44 $213.94 MA
L2223534758E E $50
- 09/1978,
- 09/2008, $37.50 $176.44 $213.94 MA
L2223534756E
E
X50_
09/1978_._ .
_
09/2008 ,.
,_ X37.50 .
___..$176.44. _ _ ..
X213 94
MA
L2223534813E E $50 08/1978, . _ 08/2008_._ .... $37,50.
. . $176 44 _ X213 94 MA
L2223534804E E $50 ,_.08/1978 08/2008_ .
X37,50_, ~ _ _
. X176 4~4_ „ .. __. ._ ~_. ,_... _ _
„
.213 94_ _
MA
L2223534751E E $50 07/1978...._ 07/2008w , ...._$37.50 _ _ $176 44 ..._... _ .. #213.94 MA
L2223534768E E $50. 07/1978 _ 07/2008 X37.50, _._ $176.44y #213.94 MA
L2223534754E E $50 _
06/1978 06/2008' $37.50 $176.38 $213.88 MA
L2223534752E E $50 06/1978_ 06/2008. $37.50 $176.38 $213.88 MA
L2223534747E E $50. 05/1978, 05/2008. $37.50 $175.84 $213.34 MA
L2223534774E
~ E $50, _ 05/1978 05/2008._ $37.50 $175.84 X213.34 MA
L2223534712E E
__ $50_ 04/1978.y __ 04/2008_.. _ .37.50 . .,$179 58 _ _ _$217.08 _ MA
L2223534690E E $50 ..04/1978.,,_,_. _ _ 04/2008. . $37.50; _ $179 58 X217.08 MA
http://www.treasurydirect.gov/BC/SBCPrice SCHEDULE ]3.2 06/18/200
(''alculated Value of Your Paper Savings Bond(s)
Page 2 of
L2223534689E. _. .E. _ ..._$50~.. . 04/1978 „_-°- -----• ... ...: ...........04/2008+ _.._ __.$37.50_t-.- ..---179.58x._..._-. __ ... _.. <. 217 08
_. MA
L2223534686E _. E _ .. _ . $50~ __03,/1978 _ __..._._ _ ._ ... ...._ ._ 03(2008; .__- _37.50 --- --$179-58_. -_.-.. __ _ ,
X217 08 MA
L2223534695E E $50 03/1978; ,_ _._.__ _. ' _ _ -.03/2008:. _, . $37,50 .,._ _,_$179_,58_,,,__.
. X217.08 MA
L2223534707E E $50 02/1978 _ _ 02/2008 _ $37.50'___ .
_
..,,.,$219 40 _ X256.90 MA
L2223534706E E $50 02(1978.,_.. _ _ _ _.02/2008_, .. _ $37.50 _ $21<~ 40 X256.90 MA
L2223534703E E $50 01/1978 _...__. ..._ ... . _ _ -.-. O1j2008, ._ $37.50 .. _ ~21y_40 . _... ... X256.90 MA
L2223534702E E__ $50_ -.0111478- _. _-_..._._.._.__.~. ._-.--.~O1j2008:_ _ -...$37.50 _ -_-X215.40,._....... __... #25690 MA
L2223534714E E $500._- . 12%1977 __--__-._,. _. . _-! --.- -__-..12/2007« _ .-..--$37:50 _---. -___$21y 40t , _ . _ - ._ , __ ~2b6 90 MA
L2223534713E_
-_ ._ E _: ..$50> 12%19771 ---°--- -°------ ----rv ---.-------12[2007 _._ $37,SOt...._ _._$21G 40.. __._... - .
_
. . -
256-90_
_ MA
L2223534710E _ E_ __ __ $50^. . il/1977;.._..._..__- _._---.--._.-~ _..-•._-._.11/2007 $37.50 ._._ ,
.._218 68w __.. -_. . _._._ .
$266.18.
._ MA
L2223534718E _ E_ _ _ __$50 . 11/1977 „ ,-,~____ ._ _._ ... _ __ _. 1112007 y _ _ X37 50 ,__ -- X218 68 ~ __ _ ._
X256.18 MA
L2223534724E E $50 10/1977 10/2007. $37.50, $241.84 X279.34 MA
L2223534786E E $50 10/1977 10/2007 $37.50 $241..84 X279.34 MA
L2223534810E E $50 10/1977,_ 10/2007 $37.50: $241..84 X279.34 MA
L2223534797E E $50 09/1977 _ - _ _ _
_ _ - _ 09/2007 rv $37.50 __ $241.84 _ _
~ $279.34 MA
_ L2223534767E
E
_ $50 _
0911977 ;._ __ . _ ..... . ...:
.... ......09(2007
_. _ _. X37.50 , _
-- $241 84 .__. __ _--. .. _
_ X279 34 -
MA
L2223534709E E $50
-_ .08/1977 ---_- 08/2007' $37 50 . _- -_,.$241 840._- - __ - _ . _ -,279 34 MA
L2223534700E. E- ^
_ $50a - 0811977 -___-__ _--08/2007 $37.50*-__- --.241,84__-_ ----- -- - -------=-- _279 34 MA
L2223534748E E„ _ $50 . _07%1977-g___---- ---------- -- -~ -,--.-_ .-,07%2007 '. -. _.-. $37.50-*._ - __$241.84 ¢- ,_-- ...__ .._.. _ r . 279.34
. MA
L2223534743E
E_
$50
07/1977 _ T
07j2007
_. $37 50
X241 84 _ __
~279.34i . __._
MA
L2223534755E E. _- . $SO .: 0611977, .. .., .. .... .... .... ....06j2007y __.- X37 50 __ , .241 901 _,-_ _ X279.40, MA
L2223534749E E $50; 06%1977 ,..__- _ _- _ 06/2007 ~ __ $37.50 _ - „__$241.90 r __ _ _ _ X279.40 MA
L2223534685E _. _ E __ - $50 _ ___0511977.; - __ _- - - - _ 05/2007 _. - , $37.50 _ _.,,.$241.30 - X278.80 MA
L2223534694E__. .E.. _. __ $50'. 05%1977 r_- --. __._.-_ ____. ,
... _....05/2007.:_ .... $37-50T -- - $241 30 _ _..._ ..-..._
....;._ _
$278 80t
.. MA
L2223534696E_ E_ --- $50 __04%1977,! - -04[2007, .-.- -__$37 50 ~._-- .
--__$238-58µ •__--_ _ -__ _ _ r. ..
.__276 08 MA
L2223534766E E__ $50 t 04/1977 _. _-„-_-__._ 04/2007 -. -.-_ $37.50 fi._-_ -„_$238 58 t-._.__ ------- --
-- 276 08 i MA
L2223534761E E__ $501 -_07%1977. ____________________A -,-,___._0712007} _--.,-$37:50-__ -
--_~24184r-_ --_, --_
X279
34 MA~
L2223534674E
E
_ $50
03/1977 ..... ........... •_-~
.....-v.._03/2007~.
•_....__~37.50}
...238:58 -.._ ..
. ,
_
X276 08 _
MA
L2223534736E
E
_ _ -$50
03/1977.4- - ---------- ---------0.
--_ .03/2007
___- $37.501
-.238 58 __ - _ _ _ .v
_
X276 OS ....
MA
L2223534676E E $50. .02%1977.;.- _. _.__._... . , ._. __ -0212007 _ _ .,$37,50 ~ - -. $238.58 _ _
X276.08 MA
L2223534675E E $50 02/1977,._ __ _ 02/2007_- $37.50 _ $238.58 X276.08 MA
L2223534678E E $50 .01/1977. _ 01/2007 $37.50 $238.58- $276.08 MA
L2223534677E E $50_ 0111977 01/2007 _ $37.50 $238.58 - ;276.05 MA
L2223534679E E _ _ $50 12/1976,-__-• ..... ....:. . ... . . 12/2006' - - --X37,50 r _ „ _238.58_- - - X276 08 MA
L2223534680E E_ ..,$50_ . ._12(1976x..._ ,... ... ... ^
,...1212006x .. . X37 50 ____ -.238.58•, ........... ...
. _
X276 08 MA
L2223534681E a , E_ _-,$501,. . _11/1976 w____-_--_-.___„_-_- - __ . -.1112006_ _-_-,__ X37.50' ___- . w .
..
_- $237.8Q; -__ _- . __,._-_--~ - r .
#275.30 MA-
L2223534682E
E _
_ _$50 ;
11%1976 - -- ---------•------}
--- -.11/2006.
.__ .__ $37.50' ---
---237-80 .:__ _..-_ .-. ,.-- . r_ - _
_._275 30 Y ----..
MA
L2223534683E E $50 10/1976: _10/2006. _ $37 50 $235.14y X272 64 MA
L2223534684E E $50 10/1976 - . - - .__ . _ .,_._ _.. _ .-10/2006 „ - _ $,37.50 t.__ . ._..$235.14. __ a
X272.64 MA
L2223534723E E $50 10/1976_.
_ 10/2006_.
_ . $37.50 $235.14; $272.64 MA
L2223534814E E $501 .09/1976 09/2006 $37.50 $235.14 -
}272.64 MA
L2223534717E. E . _$50 .0911976:- _ _ _-._ - _ _- 09/2006_ ,.,, _,~37-50t _, $235, 14 _ _ .
X272.64 MA
L2223534815E, E_, .- --_,~50 - - _08/1976 __----------- - - --_ :. ._...._...08/2006 . ._. $37.50;_.._. .. X235_,14 _..--..---- .__ . ¢272 64 MA
L222353481.1E. . E _ _- $50 r . _08f 1976. ----- ------_--- -----+
• ----- -----0812006{- .. _ $37 50;---. _
_ _.235;14; -- -- -- . _.__
.. _ 272 64 MA
L2223534819E - E - $50 07/1976'
_-__--._ 07/2006_ - -__ _-$37.50 t._ - _
_ $235 14} ._ -___ -_
.
. ..._
$272 641 MA
L2223534818E
E
_ -$50 _
, 07/1976,,._-___-___-_
07/2006
- X37 50_. - -
_-
._
_$235,.L4-- -- ---- - -- -- * - --
-
X272 64 _
MA
L2223534821E E _ $50+
- _ 0611976,:1-_ _ -_-
,
- - - 06/2006
--- --- - $37 50 ~ -_, _
$235,18 ~ -, _. __ .-_ .
-- -_
r
$272 68 MA
L2223534820E E $50 _
_
06%1976,,,_. _ .__ r 06/2006,._ .,, $37 50 ._ _
.$235.18 , ._ _. _...
X272.68 MA
L2223534826E E $50 05/1976.... _ 05/2006.,,. , X37,50 $234.58 _ X272.08 MA
L2223534824E E $50 05/1976.. _ _ 0512006.,_ . $37.50. $234.58. 272.08 MA
L2223534817E E $50 05/1976. 05/2006. $37.50„ $234.~i8 _
#272.08 MA
L2223534825E_ E _ $50 04/1976,_- _- 04/2006 $37:50_.- $232.[12
~
~ $269.62 MA
L2223534745E E _ _ - . __ X50 _ , 0411976 _ - _ _ _ _ _ ~ 04/2006_ _ _ , $37,50 , $232.02 X269.52 MA
L2223534770E
_ E $50 03/1976. 03/2006 $37.50
_ _
$23202 _
#269 52 MA
L2223534746E
E
$50 _
03/1976
03/2006LL
X37.50 _
$232 02_
#269.52 _
MA
L2223534771E E $50 03/1976, - - . 0312006..., ,.., X37.50, _$232 02 $269 52 MA
L2223534773E E $50 02/1976 02/2006 $37.50 _
.$232.02 _
;269.52 MA
L2223534776E E $50 01/1976 01/2006 $37.50 $232.02 ;269.52 MA
L2223534772E E $50 01/1976 01/2006 $37.50
$232.02
$269.52
MA
L2223534720E E $50 12/1975_ _ _ _ 12/2005., _. $37.50 _ $232.00 _ X269.50 MA
L2223534794E E $50 12/1975 __ - .,,12/2005 _ _.$37 50 .,.,._ ....$232.00 _ _ .. X269 50 MA
534730E
- .. - E„ _ $50 1111975.x. _ __ _ _ -._ ,. - 11/2005 - X37.50. __ _
X231 42 _ X268 92 MA
L2223 ~_... MA
L2223534727E
E _ .
$50
11/1975
..-~ --... .. _ _ . ..... ..... .
11/2005_
... .... ._j
37.-50
~ _ _ .
$231 42
~ . ~ .._ .
~,
_$268 92 MA
L2223534796E. E $50 10%1979:,_ 04/2009,_ . _ 10/2009, $37.50 $173.16- 4.00% 210.66
L2223534719E E $50 10/1975 10/2005 $37.50 _
$228,8~D $266.30 MA ~
http:Uwww.treasurydirect.govBC/SBCPrice SCHEDULE- B.2 06/18/200
r'alculated Value of Your Paper Savings Bond(s)
Page 3 of
L2223534791E E $50 09/1975:_ _ _. _ ... . .........09/2005:_ . $37.50 _ _ $228.80 _ $266.30. MA
L2223534787E E $50 09/1975._., _ _ ., _..- _- ..0912005__ $37.50„ $228.80_ X266.30 MA
.
L2223534801E E _
$50_
_ 0811975.;
L _ _.__.. _. _.- ,..-. 08/2005. _-.._ X37.50 -._.__$228 80 _ ... _ _. $266.30 MA
.
L2223534802E _
E_- _
r
$50 -_
. .
.-08/197
5 .--__ •----_-_-_-- --_r_ -_-. _...08(20054 ,__ .37.50- - __-$228 80 -.....__-. . __
- __.266 30; MA
L2223534798E _-
E . _
$50 -_07/19754. --- ------------ -- --_07/2005} $37.50 ~- _ _-_228 80; _ _-_ . - - - - $266 3Q; MA
-
L2223534803E _
_
E_ --_ _._
_ _$50-^ _-_07/1975 ___ --___-.-_.._-..._~_ ... -•07/2005; __- _ $37 50*- T
-___ --X228,:80*_ _,__ ____..._.. .-~ ~--266 30; MA
L2223534806E E_ $50 - 0611975-
-___ -_ _.. _.._..._: _.....-__ 0620054 _ . $37.50 r __-__--~228;80t_ . _.- _ - _--- _-; __266 30 MA
L2223534807E E $50 _ T
_.06%1975 h_-____ __ __.__ ___ --.~ . _.. __.-06/2005 _ _-_- $37.50 r_ -- ___$228 80? _ _-__ _-__ __ _ , #266 S0 _ MA
L2223534777E E $50 0511975,,._.._ -. ._.-. _r _.._...0512005 ___ X37,50;_ __,--_$228 16, -- _ _ _ X265.66_ MA
L2223534808E E $50 05/1975,_._... _ ...-.__.. .- ._ _..05/2005.._ _.......$37.50, _.$228 16 . _ _ _ _ $265 66 MA
L2223534809E E_ $50_ 0511975 -. _ _.___ ... .. ',. --....,.05(2005 _ $37.50 _ X228 16 __ _ X265_.66; MA
L2223534716E.. _ E .$50_ .... ...04%1975- ___ _ ...__....__ _w_ _., ..04/2005. _-_ $37 50; .. _$225.64 __ _ X263 14Y MA
L2223534725E
, -. E. ._ __ $50r - --04/1975,
_-_. ..._._ .......:..... ...0412005':. ..... _3750.;. ...,....$225.64 _....._ _. X263.14' MA
-
L2223534715E .
E.. __.- $50_ __
.. ; _
.03/1975!..-. - ----_. _ . .. . .:...... ..0312005 __ ...$37.50;._ .._.$225 644...-- - ._.... -.._ -- __-263 14 MA
.
L2223534778E _
E. .
$50
.
_ _03%1975 --_-•- --_----_- ._. ..;....._._.03/2005 _- _ -$37.50+- --- ---$225 644 __... _.. _-._.._. _;. ,
.. .-268 14 MA
_
L2223534775E E r
.-
_ _.
__ $5Q .._ _02%1975 .. .... . ..... ......:. ........02,(2005:. _..._ -- X37.50 _ __.--$225-64_-_.- -._ . _263.14 MA
L2223534782E E .: _ _ $50_ _.02/1975 _. ...__. ____ .._ -.. ,.02/2005: - X37 50; _ _. - . $225; 84x__ .._.- _.._.._ _ __ $263.14. MA
L2223534783E _
E $50 _01/1975 - _ -_OS/2005 $37.50 . _..__225 64r _- _ X263.14 MA
L2223534784E E $50 01/1975__,._ _ 01/2005,_, - $37.50 __,__$225.64 _ _ _ _..$263.14 MA
L2223534785E _ E- $50 12/1974. . ..._,... -.;. _ _..12/2004..:. , $37:50; - $225..68_ _ _ ..-$263.18- MA
L2223534781E E ,• ,$50= . ..1211974..,4_,__ •.__,•. __._ -, _•-12120044 .•. ,$37.504 .,.22568 ._ __• __ __. __~263.18v MA
L2223534742E. E y _
$50__._. 1111974 ------ ---------_-•__-_-r__-_,_--.11/2004_ -_- $37 50 r_ __-...._$225.02,_....._-._-_-- -.. ._,_ __,262 5Z- MA
_
L2223534741E'. -
_
__E. _
_
.-~ _$504 .
__11/1974,----_
--------_ °__-~ ___°-___1112004,
--•_ --X37.50-~_
---•--225 02 _--- ..--•- - -_--- -r
_ --262 524 _
MA
L2223534737E E $50 11%1974
_ ___
______--_*___--•_---1112004 $37.50 f- -___-__$225.02-*_-_____-_-__ $262 52' MA
_
L2223534740E}
E- +
•-_
-.
, ^_-__ $50,--_ _1011974
__________________________________ _10~2004~
__._ -~37.504-____-_-X222.54;-_.--_- „_ - __. _ .
--_260 04 ----
MA
L2223534739E
E
$50 _ x
- 1011974-+----_
_---- -_-__.-___r..___.__--_10/2004_
-,_.---$37.504.
-----__$222.54 ......... .. .... _.
__#260 04 _
MA
L2223534731E _
E __ - $50_ _ 09(1974 ____ ___ __ ________~____, ___09/2004,- -- -$37.50 ___ _$222 54' __ _ - _ _ X260.04 MA
L2223534722E E $50 _ 09/1974:..- ._ .__._ -_ ....:.-_....._ 0912004. .__. _ -,~37 50 r . __ . _$222 54 ...... -- - .. __..-.. ._ X260.04; _MA
L2223534735E _ E $50 08%1974'_- _ __. ___ >-..- - ,08/2004... __-.. __$37.50 ,_ __,.,_$222.54 __ _260.04 MA
L2223534734E E $50.r 0811974T ___ . _.._ 08120044
___.- ._ -_. ..' __ - __~37-50-T- _ - -222 54r - _ _ X260__04 MA
L2223534733E E- _ $50
_ 07%1974 __-_-- ,
_________ __ _._.___.-07/2004r- .•__ $37 50 -.-___$222 54 - .-- -- _- --_ -_ ---$260 04 MA
L2223534732E _ _E_ ,
__ - _ $50 07/1974
_-_- --____----_• ~ 07/2004 -
-----
------------- - ___- -_~37 504_-•_.--_$222 54______ __ __ ____ __ __ 4
__260 04 MA
L2223534693E _ --_E_ - _ $50-, - 1
06/1974_x._-__ t
_-___-____--• -_ -*_ _-- ___--06/2004
- - _-___ $37:50 }-_ __-_- $222 'S4f__ ____ ________________ r
__ $260 04 MA
-
L2223534692E_
. E
_
____~50' .
_ 0611974x------ .
---------_._-._r°---..--.-06/2004^
_ _-_-$37,50:- _
--_, _.-222 54~ _.._._ ... -._ ._. .__.;._
..._;260 04 ---
MA
L2223534688E _
.E. _
- . -~50...
.0611974;........
........,....._ .................0612004:.
_... $37 50 .
.....222 54
... _, ... ... __ .:
.260.04'
. --
MA
L2223534691E- E _ $50 05/1974,_ _- ; _. _ 05/2004__ _,__ $37.50__ 1
.
_ _$22L92,- _ _ .
X259.42 MA
L2223534738E E $50 05/1974 05/2004. $37.50 _ _ $22L92 $259.42 MA
Totals for 154 Bonds $5,775.00 $ 32,517.06, $38,292.06
Notes
NI Not Issued
NE Not eligible for payment
P5 Includes 3 month interest penalty
MA Matured and not earnin interest
http://www.treasurydirect.gov/BC/SBCPrice SCHEDULE s.2 06!18/200
Ju', E. 2~~9 9:36AV1 PNC BAVK 412-70~-2?47
N~. X184 P. 1 i
~~~
t.~AW~t6 Twp WAY
July b, 2009
Marlin McCaleb Esq
219 E Main St
PO Box 230
Mechanicsburg, PA 17055
RE: Name: Carole J Patterson
SSN: 193-24.0683
DOD: l2-OS-2008
Dear Mr. McCaleb~
In response to your request for Date of Death (DOD) balances for the customer noted above, our
rceords show the following:
Certificate of begaaiit
Account # 2100102640 i Established: 10-18- l 995
CAROLS 3 PATTERSON
DOD balance: $56,923.91 + 118.98 accrued interest
Intcrest paid Ol-O1-2008 thru 12-OS-2008 $999.88 YTD
Account # 21001206402 ~ Established: 10-18-1995
CAROLS J PATTERSON
DOD balance: $19,673.47 + 41.12 accrued interest
Interest paid O1-Ol -2008 thru 12-OS-2008 $345.57 YTD
Account # 21041026403 Established: 10-18-1993
CAROLS J PATTERSON
DOD balance: $25,198.65 + 31.77 accrued interact
Interest paid 0l -01-2008 thru 12-OS-2008 $266.97 YTD
Checltiag Account
Account # 5140491393 Established: 06-14-1993
CAROLS J PATTERSON
DOD balance: $b5,117.23 + 8.23 accrued interest
Interest paid 0] -01-2008 thru 12-0~-2008 $37.73 YTD
Page 1 of 2
SCHEDULE E-2,3,4,5,6
_ _ _ _
c. 1. y y ~.~~~ rvc ~~uK
!~.~'~ ~j, 41'1-IU`J-i.r4! h'~, ~l~~G F', 1
Savings Account
Account # 5000939854 Established: 02-13-1997
CAROLEJPA?TERSON
DOD balance: $31,492.74 + 18.28 accrued interest
Interest paid Ol-O1-2008 thru 12-OS-2008 X256.34 YTD
Please note that this of5ce provides date of death balances for deposit accour-ts (IltAs, CDs, Checking and
Savings). We do not process any financial transactions or provide stutenents. If'you need assistance with
aay of these items, please call 1-888-P~lC-BANK { 1-888-762-Z26S) or stop by your Local PNC Bank branch
office.
Sincerely,
National Financial Services Cesxter
PNC Bank, N.A.
Mcntber FDIC
Page 2 of 2
SCHEDULE E.2,3,4,5,6
Rowe's Auction Service
2505 Ritner Highway
Carlisle, PA 17015
717-249-2677 249-1978 697-4794
August 9, 2009
To: Marlin McCaleb, Attorney
219 East Main St.
Mechanicsburg, PA 17055
From: Rowe's Auction Service
2505 Ritner Highway
Carlisle, PA 1.7015
Re: Personal Property Auction
Estate of Carole J. Patterson
1705 Letchworth Dr.
Highland Park, PA
Personal Property Auction Total $4161.00
Less 35% Commission - 1456.35
Automobile $1425.00
Less 20% Commission -285.00
Total Sales $5586.00
Less Commissions -1741.35
"Total Due $3844.65
~~ .~~~
W. David Rowe
SCHEDULE E.7,10
d~ir9~9rre
Bilf To
W. A. Klawitter Construction
P. o. Box sss
Mechanicsburg, PA 17055
Mazlin McCaleb
219 East Main Street
Mechanicsburg, PA 17055
Invoice
Date Invoice #
7/30/2009 09-2461
m PASS
Terms Project PA015749
Due on receipt 7/30/2009 Letchworth Dr
Quantity Item Code Description Price Each Amount
02 Site Work Teaz off 14 Square of shingles 0.00 0.00
02 Site Work Replace 14 Square of shingles 0.00 0.00
02 Site Work tear off 5 square of rubber roofing 0.00 0.00
02 Site Work replace 5 square of rubber roofing 0.00 0.00
02 Site Work install ridge vent 0.00 0.00
02 Site Work dispose of trash 0.00 0.00
02 Site Work clean up 0.00 0.00
02 Site Work total 6,900.00 6,900.00
1st draw at start 3450:00 2nd draw at finish
3450.00
Mr. McCaleb, Wayne said you wanted 2 estimates, this
one plus one showing what it will cost if there are 2
layers of shingles. This is not possible, we will not know
if there are 2 layers of shingles or if any plywood is rotten
until we remove the shingles. Once the dumpster is taken
away I will call and get the difference in cost if there is
any. Also we will nat know how many man hours are
included in that price until we find out all of the above.
Any questions please do not hesitate to call. Wayne
would like to start to do the roof on Monday the 3rd. If
there is a problem please call Wayne 554-4301 any time
from now until Monday morning
02 Site Work Cut out all bad spots and patch the roof with 5/8 plywood 700.00 700.00
02 Site Work Resheet entire back roof with 7/16 aspenite 17 sheets 700.00 700.00
Total
Balance Due
Phone # Fax # E-mail
717-918-130? 717-SO6-0427 wakla@comcast.net
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SCHEDULE H.B.7.22
Bill To
W. A. Klawitter Construction
P. o. Box 8ss
Mechanicsburg, PA 170ss
Mazlin McCaleb
219 East Main Street
Mechanicsburg, PA 17055
Invoice
Date Invoice #
7/30/2009 09-2461
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Terms Project PA015749
Due on receipt 7/30!2009 Letchworth Dr
Quantity Item Code Description Price Each Amount
12 02 Site Work tear off all siding around dormers(because they had the 42.50 510.00
step flashing behind the boards on the dormer and
couldn't get the step flashing out) 2 men 6 hours each
10 02 Site Work Once siding was removed from the dormers we found 42.50 425.00
rotten wood and had to resheet all dormers with 7/16
aspenite 2 men 5 hours each
tear off all gutters and reinstall (when we tore off the
gutters we realized all the facia behind the gutters was
rotten and had to be replaced This is included in
reinstalling gutter , siding and downspout price.
50 02 Site Work Install siding, gutter and downspout 2 men 2 1/2 days 42.50 2,125.00
our days are 10 hour days= 25 hours per man
02 Site Work J-channel, straps and coil stock 288.00 288.00
02 Site Work Extra trash removal 0.00 0.00
Mr. McCaleb, If everything is okay with this bill I will
pick the check up on August 18th around noon. As
always if you have any questions please call Wayne at
554-4301
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ONE YEAR WARRANTEE ~
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Total ~
$11,648.00
Balance Due $o.oo
Phone # Fax # E-mail
717-918-1307 717-506-0427 wakla@comcast.net
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SCHEDULE H.B.7.22
c.s. ~,ooK
BUILDING AND LIGHTING SERVICE
1508 CHATHAM ROAD
CAMP HILL, PA 17011
PHONE:(717) 731-5452
FAX (717) 731-9615
BILL TO
CAROLE PATTERSON
1705 LETCHWORTH ROAD
CAMP HILL, PA 17011
Invoice
DATE INVOICE #
12/5/2008 9810
LOCATION
P.O. NUMBER TERMS DUE DATE
Net 30 1/4/2009
QUANTITY ITEM CODE DESCRIPTION PRICE EACH AMOUNT
COUNTER REMOVED EXISTING COUNTER TOP AND SINK, 1,143.33 1,143.33
FURNISHED AND INSTALLED NEW CORIAN COLBALT
BLUE COUNTER TOP WITH WHITE SINK AND
DISPOSED OF OLD MATERIALS OFF-SITE -PER
PROPOSAL.
(TOTAL $2,286.65 - $1,143.33 DOWN PAYMENT PAID
10/24/08 ON CK #2148)
16 SERVICE REMOVED EXISTING WATER LINES IN WALL,CUT 50.00 800.00
HOLES IN CABINETS AND INSTALLED NEW COPPER
WATER LINES AND DRAIN TO CENTER OF NEW SINK,
FURNISHED AND INSTALLED NEW FAUCET,
PATCHED HOLES IN WALL, FURNISHED AND
INSTALLED NEW DOOR KNOB SET ON LAUNDRY
ROOM DOOR 2 MEN 8 HOURS
1 FAUCET-12" S CENTER MOUNT FAUCET 138.64 138.64
MISC-PLUMBING MISC. PLUMBING SUPPLIES, COPPER PIPING, 192.87 192.87
FITTINGS, VALVES, SUPPLY LINES, WHITE STRAINER
TILE-VINYL FLOORING - STARTSTEP SOLARIAN #64502 GRAY 402.08 402.08
FLOORING AND ADHESIVE. SPECIAL ORDER-NON
RETURNABLE
THANK YOU FOR YOUR BUSINESS
Make checks payable to G.S. FLOOK
A 2% charge will be added after 30 days to all unpaid balances Tota
We accept Mastercard and Visa $2,676.92
SCHEDUhE I.3
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