HomeMy WebLinkAbout11-25-09
J 1505607120
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue cooory cme veer Fee NvmEer
Bureau of Individual Taxes INHERITANCE TAX RETURN
Po sox.26oso1 2 1 0 8 0 7 5 0
Harrisburg, PA 17126-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Dale of Death Date of Birth ,
179 O5 1979 02 08 2008
Decedent's Last Name Suffx Decedent's First Name MI
MOHLER HELEN J
(M Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
MI
Spouse's Social Securely Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW '
rX~ 1. Original Return ~ 2. Supplemental Return ~
_ 3. Remaintler Return (date of death
prior to 12-13-82)
II 11 4. Limited Estate qa. Future Interest Compromiee ~
12
82)
v
12
~ 5. Fetleral Estate Tax Retum Required
er
-
-
(date of deem a
LJ
T Dacetlent Maintained a Living Trust O
i~ S Decedent Died Testate i
of Tmep
X
J (Attach COP e. Total Number of Safe Deposit Boxes
_
Y
_
-
(Anech Copy of Will) -_
n 9. Litigation Proceeds Received ~ ~ 10 spousal PoveM credit (aete or seam ~~~
between 12-J1- 1 and 1-1-95) 11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL'TAX INFORMATION SHOULD BE DIRECTED TO:
Name - - - Daytime Telephone Number
HUGHES ESQ.
JAMES D 717 249 633N
. n p
Firm Name (If Applicable) ..o -
~
Y -~
SALZMANN HUGHES PC ~
-
REGISTER-, ILLS US~.ONL
`},
~
~ ~; -~
~
,
First line of address ;cam m N ~ r r2
`~
'
354 ALEXANDER SPRING ROAD. SUITE 1 r,-~~-~ c
~ ~>
s« -~,
-n
~ --;
j
Second line of address ~
_ .'=
). r. ,,
DATE FILED CJi ' ii
City or Post Office State ZIP Code
CARLISLE PA 17015
Correspondent'se-mail address: Jhughes@salzmannhughes.com
tllsdirueecorclectend complelde~. Ilkclehration of prepemereodther then the per5olnal rep~esentafve sbased on a Inttortna0on~of whlchnpreparerf has any kn~ledge.~lief,
N
ON R P~pISIBLE R ILING E
SIGNATU DATE
=
~~
L/1 .,rJ(/~/ Richard S. Mohler
ADDRESS
200 t. Ve 'rc , Harrisbu , PA 17110
SIG LURE OF EP ER HAN REPRESENTATIVE DATE
James D. Hughes Esq. ~~ I g ~
DDRESS
354 Alexander ring Road, Suite 1, Carlisle, PA 17015
Side 1
1505607120 1505607120
J
150560722
REV-1500 EX
Decedent's Social Security Number
oeceaem~s NSma: Helen J. Mohler 1 7 4 0 5 1 9 7 9
RECAPITULATION
68,500.00
t. Real Estate (Schedule A) .........................................................................................
1
.
2. Stocks and Bonds (Schedule B) .............................................................................. . 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... . 3.
4. Mortgages 8 Notes Receivable (Schedule D) ........................................................ .. 4.
1 6 4 8 2 7
5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............... . 5.
6. Jointly Owned Property (Schedule F) ~~ Separate Billing Requested ............ . 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ~l Separate Billing Requested ............ . 7.
8. Total Gross Assets (total Lines 1-7) ..................................................................... .. 8. 7 0 1 4 8 2 7
1 6 7 0 4 8 1
9. Funeral Expenses 8 Administrative Costs (Schedule H) ................... ....... ............... 9.
5 4 1 8 4 7 3
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .......... ...... ............... . 10.
7 0 8 8 9 5 9
11. Total Deductions (total Lines 9 8 10) ................................................ ...... ............... . 11.
~ ~ - 7 9 1 2 7
12. Nat Value of Estate (Line 8 minus Line 11) ...................................... ....
... ................ . 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ~ - -
an election to tax has not been made (Schedule J) ........................... ....... ............... 13.
- 7 4 1 2 7
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. 9176
is
0
0 0
(a)(1.2) X .o0 0 0 0 .
16. Amount of Line 14 taxable 0 0 0 16. 0 0 0
at lineal rate X .045
17. Amount of Line 14 taxable
0
0 0 77 0 0 0
at sibling rate X .12
18. Amount of Line 14 taxable
0
0 0 18. D 0 0
at collateral rate X .15
19.
................................................................
Tax Due ........................
.......
...............
. 1s.
0
. 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505607220 1505607220
REV-1500 EX Page3 File Number 21-08-0750
Decedent's Complete Address:
DECEDENT'S NAME
Helen J. Mohler __ __
STREET ADDRESS
823 W. North Street ___ _
CITY _. _- .. .... ~TATE-~_- ~ ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
0.00
Total Credits (A + g + C)
(1) 0.00
(2) 0.00
3. Inferest/Penalty if applicable
p. Interest
E. Penalty
0.00
Total lnteresUPenalty (D+E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 Line 20 to request a refund
5. It 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. (SA)
0.00
g. Enter the total of Line 5 + 5A. This isthe BALANCE DUE. (5B) 0 , Q
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:
f
d Yes No
' x~
:....:.................._.........................................................
erre
a. retain the use or income of the property trans
r its income
f
d
t ~ j rx]
:....................................
erre
o
rans
b. retain the right to designate who shall use the property
c. retain a reversionary interest: or .............._............................_............................................... _.............. _..
r
?
fit
b ! ~
~l ~]
....................................._................. _....
s or ca
e
ene
d. receive the promise for life of either payments,
If death occurred after December 12, 1982, did decedent transfer property within one year of death without
2
.
receiving adequate consideration? ........................................................................................................... _.......... ~~ I zj
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... i [x]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ~
i ~ XJ
i,
containsabeneficiary designation? ..........................._.........................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 p2 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the lax 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)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1601 EX* (11-08)
SCHEDULE A
REAL ESTATE
LOfMAONWEALTH OF PENNETLVANt4
INHERITANC E TA% RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mohler, Helen J. 21-08-0750
All reel property owned solely or as a tenant In common must ba reported x /alr markx value. Fair market value is tleflned as the pace at which progeny woultl be
exchanged between a willing buyer entl a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of Ne relevant facts.
Real propMy whl<h Is joixlyawnad whh dgM o1 survlvonhlp mart be dlaelosstl on schedule F.
Attach a mpy x the settlement sheet M the property has been soltl.
Include a wpy of the tleetl showing tlecatlentb interest g owned as tenant in rammon.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real estate situate at 823 W. North Street -Carlisle, Cumberland County, PA, 112
interest as tenants in common. See HUD 1 attached
68,500.00
TOTAL (Also enter on Line 1, Recapitulation) I 68.500.00
(If more space is needed, atltlitional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-7500 Schedule A (Rev. 11-08)
Rw-1609 E%~ (9-99)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONW£NLTH OF PENNSYLVFNIA
INHEWTFNCE TA%RETt1RN
RE910ENi OECEOENT
ESTATE OF FILE NUMBER
Mohler, Helen J. 21-08-0750
InGUtle the proceetls of litigation antl the Oate the proceetls were raceivetl by the estate.
All property jdMly-owna0 with ihs N9M M fiurvlvotahlp moat be tli9cloaatl on aehaEuls F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 ~ Household goods - at appraisal
825.00
2 ~ Dennis L. Wert -County tax refund based on tax proration upon sale of real estate I 128.08
3 ~ Dennis L. Wert -School tax refund based on tax proration upon sale of real estate I 897.19
TOTAL (Also enter on Line 5, Recapitulation) I 1,648.27
(If more space is needetl, atlditional pages of [he same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-'1500 Schedule E (Rev. 6-98)
REVd161 EX~ (1a-0B)
COMMON WEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES 8r
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Mohler, Helen J. 21-08-0750
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
B. I ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name(s) of Personal Representative(s)
3,300.00
Street Address
city State Zip
Year(s) Commission paid
2. Attorney's Fees SAL.ZMANN HUGHES PC 4,257.00
3. Family Exemption: (It decedent's address is not the same as claimant's, attach explanation) 3,500.00
claimant Barbara Walter
Street Address 823 W. North Street
city Carlisle State PA zip 17013
Relationship of Claimant to Decedent Daughter
4. Probate Fees 290.00
5. Acwuntanl's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 5,357.81
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 16,704.81
Copyright (c) 2009 Corm software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Mohler, Helen J. 21-08-0750
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Expenses
Barbara L. Walter -reimbursement for payment of 113 rd partial funeral services and 1,100.00
marble grave marker
Jane Chilton -reimbursement for payment of 1l3 rd partial funeral services and 1,100.00
marble grave marker
Richard S. Mohler -reimbursement for payment of 113 rd partial funeral services 1.100.00
and marble grave marker
H-A Subtotal 3,300.00
Other Administrative Costs
4 AHS -Home Warranty paid to self real estate in order to administer the estate 287.00
5 Carlisle Borough -final water and sewer service 23.56
8 2,042.50
Help-U-Sell -real estate commission paid to sell real estate in order to administer
}t1P. P.R}.1}P.
7 Notary Clerk -notary flees 7.50
8 Prudential Homesale Group -real estate commission paid to sell real estate in order 2,067.50
to administer the estate
9 Prudential Homesale Group -Broker fee to sell real estate in order to administer the 97.50
estate
10 Recorder of Deeds - 1°/, realty transfer tax paid to sell real estate in order to 685.00
administer the estate
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Mohler, Helen J. 21-08-0750
NUM ER DESCRIPTION AMOUNT
11 Recorder of Deeds -Satisfaction piece paid to sell real estate in order to administer 27.00
the estate
12 Recorder of Deeds -Parcel ID fee paid to sell real estate in order to administer the 10.00
estate
13 Salzmann Hughes, P.C. -processing fee to sell real estate in order to administer the 37.50
estate
14 Salzmann Hughes, P.C. -Deed preparation to sell real estate in order to administer 62.50
the estate
15 Salzmann Hughes, P.C. -overnight mail postage paid to sell real estate in order to 10.25
administer the estate
H-BT subtotal 5,357.81
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rav-0613 EX~ (13-09)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8 LIENS
CONIMONWFALTH OF PENNSYLVANW
INHERITANCE TA%RETURN
RESIDENT DELEDENi
ESTATE OF FILE NUMBER
Mohler Helen J 21-08-0750
Report tleMs Incumtl by the tlecaMM prior to tlaaal loaf romslnetl unpeltl at the data of tlaeM, Incluaing unmimburoed metlical ezpsnesa.
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
1 Financial Freedom -payoff of First Mortgage Loan to sell real estate in order to 51,236.73
administer the estate
Jane Chilton -reimbursement for debts owed by the decendent; utilites, medical, I 2,948.00
income and real estate tax
TOTAL (Also enter on Line 10, Recapitulation) I 54,184.73
(1! more space is needed, additional pages of the same size)
Copyright (c) 2009 form soTtware only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mohler, Helen J. 21-08-0750
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT
Do Na Uat Tru (Words) ($$$)
I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions
and transfers
,
under Sec. 91 ~ 6(a)(1.2)]
1 Jane Chilton Daughter 1/3rd residue
831 Dunbar Road
Carlisle, PA 17013
2 Richard S. Mohler Son 1/3rd residue
2001 Mt. Vernon Circle
Harrisburg, PA 17110
3 Barbara Walter Daughter 1/3rd residue
227 W. Lowther St., Apt. 3
Carlisle, PA 17013
Total
Enter dollar amounts for distributions shown above on lines 1 5 through 18 on Rev 150 0 cover sheet, as appr opriate,
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I U.UU
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
09/03/2009 17:00 7172588862 TRI COUNTY ABSTRACT PACE 07
LAST WILL ANA T.ST A.MENT
OF
9ELEN J, MA?3LER
I RvLEN J, MANLF,R, of B23 West North Street, Carlisle,
Pennsylvania, being of sound and disposing mind, memory and
undexstandingr do hereby make, publish and declare this as and
' Poc my Last will and Testament hereby revoking all the *aiils and
Codicils heretofore made by me.
FIRST: I direct that my ]ust debts, all inheritance
both state and federal, and my funeral expenses 6e pai.d
taxes, death.
foe by my Executor as soon as nossib.le after my
_ SECONA: I give, devise, and bequeath all the rest,
residue and remainder of my Estate, of every kind and nature and
wheresoever situate, to my beloved children, P.IC9 AAA i. MO'iLRR,
sARBP..RA WALTER and JA)lE CHTLTO?7r in equal shares, providing they
survive me by thirty days. If any of my said children fail to
survive me by thirty days,°then the share of those children
failing to so survive shall go to the ix issue per stiroes.
T9IRA: I name and appoint my son, RICRARA 5. MOgLRP., to
be the Executor of this my Tast will and Testament, and to so
serve without the necessity o£ hav inq to post bond. In the >v.=nt
my son has predeceased me or fails to survive me by thirty days,
or for some other reason cannot fulfill the duties a5 Executor,
-~~ T"t hen nam e~and appoint-my daughters, BA P.3'aRA WALTER and JAN?
CHTLTON, co-Executrixes of this my Last Will and Testament, and
L~ ~~ ..
they shall so serve without the necessity o£'h;~ing;Yo posh,
bond. .,''S~ ~
.y. n,~
:: G: ji ffi
C' p'~
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w
09/03/2009 17:00 7172580862 TRI COUNTY ABSTRACT PFlGE
IN WITTiE9S e.QF3$REOFr ~ have hereunto set mY hand and seal
//~~""~~.. , 19A3.
this _y~._ day of ~.~g~`~
ggLEN J. M~]ALBR
Signsd, sealed, published and declared by the above
named Testatrix, a5 and for hee Last Will and Testament, in our
presence, rho, in her presence, at her reauest, and in the
presence of each other.-have hereunto set our hands a5 attesting
witnesses.
~ .' .mac ~ ~j} /
nmrous epmons are ppsaure
A. Settlement Statement
,qT nIIU r IJIeb1 rM nanenbOY ~.Wp[
U.S. Oepan. _at of Housing antl Urban Development
I N 25p292rs w: me 11nn. rz0(L9,L_
~yoe of LOa OMB., A--LO n ~
'
, Y. blunguge huumnce Cme Number
ber ('. Loan Nplnber '
Fil
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Conv.
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1. GFNA 2
q ^vA s ~Cw>w I 109 1088
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iF l0 I 16 tl l g y a statement pf atloal settlement cpa^s. Ampvnb p o to a a W Ibe selll 1 aGe 1 e s
n n erefor nldmr p p me aam?ne tprels. TltleExprass Settlement System
n
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ey are s
e pWSne me tloe ng l
C. Note: it ke0
a 1'
WARNING'. 11 ~) elak 9lymake! IalMema tome Uelee 51ale9 In y~dM1 I _P lef upon P' n 20 5'n9 K5C
etd{LiGpOISeGYpaiYLL
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aenna~n Mn mmm
.Lppyip4p6.Ca nr
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Dennis L. Wed ~
D. NAbIE OF DORRO W ER:
sDDRE
_
E. NAME OF SELLER. Barbara L. Walter and The Es(aIe of Helen 7. MUhler
~iD
F. N.4MH OF LENDER: N/A
~1 QQ
C,. PROPERTY ADDRESS: 823 W. North Street, Carlisle, PA 1'013
Car isle ugr
LLC
S0tII21110RI S13iVIC05
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H. SETTLEMENT AGENT: PA
~U]CF f1~FTTI I:TdFNT~ T64 Ale«der $jrri_ItV Road. to 7 1
~$EITLE~1',uy ZpATE 08l /"0
M ARY OF SELLER'S TRANSACTION'
CTT N
'
:
S TRAN A
J. S _ARY OF BORROWER
100_GRO~$$~gp.I~L1NT DUE FROM B N 4
00 137 000.00
13'1 000
14L-G4nVaclsale
.
1m~_ cnarq». er. eorrewer.[li 4 2 366.68
1n4
Ad'
O6 C'(yl
08/21/09 12 31 09
C
.252.15
08 21 09 12 31 09
252.15
~
_7g1_
00/21/09 b 06/30 10 1 394.38 08 21 09 O6 30 10 1 394.38
1pR. Seh _xes_
10
10
~1
-
JSL
1 0 fRQ~S AMOSNT DID€FROM @O$BQWEi~ 141 013.41 4 3' 138 64fi.53
~{LO AMOUNTS P V A T T
' 2 000.00 ~ d ' 1
nn_aa~
10%x0 Rn-~ 12 336
48
q .
~.02~Piefpaf~mauallner_L
30~istinq iq
A 102 473.45
19g
Financial Freedom
10'
7 500.00
~Q9
n9
~4LU~(Rlent$ tar items nnoaid by sell
~ ~I~s menu for=femgyp~a~~n ry~
r
a
210 C1y110
' I
,r2LLG.ovupLtaae
1 S heoltaxe
2
~
1
2.Q TQTAL P~ BV/FOR B 2 000.00 ~Q29LSE N R 122 309.93
A$H AT SETTI EMENT FR T EBLLO_9HEA
~ Idl 013. d1 xm [m. 138 646.53
nn+ ~••..~QRnl eee b!sm~~we
r""-""' 122 309.93
L3-2~Less_amaurlls.Reitlhv/Io[h rmw ne 220 I 2 000 00
I ~
602 Lass redagptin amb~
303 CASH FROM BORROW~$ 139,013.41
q ~ 16 336 60
A ASP
9000GSTRV TE FOnMO ~pMer fanclRm$lµA1~MmN~eTtlnee^elvrmeevn conlainee herein ie impaeanl bx inbrmalipn antl b'veinq lumi)na01p Na Internal Revenue Senae. II pu ern repvirM tp 41e a reNm,
I.n'~ A111 above conl)YIVIPS Inc arms Procaees d M~) 4an)adion^R ,tort a repUrteE Ip Ee rep0n00 iM 11191R$ aalerm~nes Inal a edz nd Ceen raponetl. lbe ConYacl Sales Vnce ees[n0ee a+
repupeE Ey law to proriUe lne selllsmeM agmlFW. iea lO fb- Iwilb MUr rcecl laapayN ieenllficalian numller.ll you tlo npl provlpe your corrcd lazpeyer lemrl4carion
numl'er. you m.y ea sufiied lv rivet or enminelpmemm mp~ee by law. •ariT'Torrrvrv.l cemiy mat lee numsm snpwnmlms smrememn my erred mzpayer iemuncauan numeer.
TIN~_ I_ $ELLERISI SIGNATURE($I: I
SELLERSI NEW MAILING ADDRESS: --
$ELLERI$I PNONE NUMBERS. IN!
~mm nUU-1 Ive01 rT nanOWpx uNa.[
r: mam ~'S aDEP.4 RTMENT OF HOUSING.\NDUR" VDEVELOPMENT File Nwnbcr: '_OU""q9 PAGE2
CFTTI FAAFAIT CTATFAAFNT ~ T' F. azgSe He SyS oVnlerl nnnnp~ S~pO K`;P
700. TOTAL_$AlES(Q$OKFR'B COj$ II ~S.IO~
PAID FROM PAID FROM
BORROWER'S SELLER'S
D'iy~on or com~$•;n~rr"a~pOla I ~ rurvwnl I rvlvw ..~
j
_
e 4 085 DO Heln-V-Sell .._~~ SETTLEMENT ~ SETTLEMENT
X701 5 4 135.00 m Prudential Homes 1 Grou
00
f 8 220_
10~n,mjySigOpaltl al Sa~O
195
pku_Eea 10 Prudential Home 1
M9 PACE IN CONNECTION WITH LO"" -
I I
601 Loa ~rro wn fee 9A ~
I
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WARNING'ITISACRIME TO HNOWINGLY I'MNE FALSE STATEMENTS TO THE
UDIITEO STATES ON THIS OR ANV SIMIURFORM. PENALLIES UPON CONVICTION
CAN INLLUOE A FINE ANO IMPRISONMENT. FOR DETAILS EEE TITLE 1B:
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lLralter and The Estate Gf Helen 1. MOUIer
Barbara L
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F. NAME OF LENDER: NiA
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F G PROPERTY ADDRESS: 8?3 W. North $tieet, Carlisle. PA 17013
C~isle borough
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SELLERISI NEW MAILING AOpRE55.
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U S. OEI'AHTMENT OF IIUUSING AND LB' 's'Uh VtLVYMtrvI ruc rvumocr..vu •~ ""-
SETTLE~T STATEMENT _ T IetnRlRSS.ae "
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NW CERTIFICATION OF 6UYER ANp SELLER
rnaxa ~ererrm~a+. ea me NUO%senlemam salem.m ana to me nea of my erra.=lee9v ane eelret ll laswe ana axluale alalamam or all ra=erors ane nlaeersemenu maaa on my accam oroy me
m mia naa~ i~nne~an/ ma.e recewe^aoopv ~~ne NUgn smuamem sreramem.
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WARNING IT IS ACRIME iO NNgWINGLY MAY.E FPLSE STATEMENTS ip TIIE TM1e MUD-15el0emm151alemenl wnicM1 lnaw prepareE ~satrue anC accurate account el Mrs transaction.
UNITED STATES qN Tr1150R ANY 51MItFfI FORM PENPLTIES UPON CONVICTION InavecauseC Or will cause lne lunJS to Ge 0r50une0 rn acwrGence alMnis statement.
CAN INCLVOE A FME ANp IIAPTSpNNE1R. FOR DETAILS SEE TITLE 1B-.
p 5. CODE SECTIpN 1001 PNO $ECTIpN 101 C. 1 ( S~~~y y (~
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SUMMARY APPRAISAL REPORT
PERSONAL PROPERTY
Personal Property of the Estate of.
Helen Mentzer-Mohler, deceased
Date of Death: February 08, 2008
Carlisle, PA 17013
Client:
Jane Chilton
831 Dunbar Rd.
Carlisle, PA 17013
Effective Date of Appraisal:
Date of Death (d.o.d.) February 48, 2008
Date of Report:
September 22, 2009
~I~is A~~raisa~
Services
z¢S N. Hahover St.
P.O. Box 2¢
Car~s~e PA z7oz3
(717) 243-3474
info~?ibisappraisals.com
i~~c~u :ibisappraisa/s. com
TABLE OF CONTENTS
Table of Contents
Appraisal Scope of Work
Appraisal Extraordinary Assumptions
Appraisal Hypothetical Conditions
Appraisal Summary
Digital Photograph & CD-ROM Instructions
Personal Property Listing
Appraisal Summary (Copy)
Glossary
Appraisal Certification
References
Privacy Notice
Statement of Qualifications
4
6
10
11
12
13
14
APPRAISAL SCOPE OF WORK
I hereby certify that, upon the clients' request for the appraisal of the estate personal
property of Helen Mentzer-Mohler, deceased, that I have appraised the estate personal
property to determine the Fair Market Value for the purpose of the estate, effective date
as of the date of death (d.o.d.) February O8, 2009 and reported on September 22, 2009.
The client in this estate appraisal is Jane Chilton. The intended users of this appraisal are
Jane Chilton, the family of Helen Mentzer-Mohler, and any other person(s) authorized by
the executors and executrixes of the estate.
The date of inspection was September 04, 2009. The personal property that was inspected
is located at 831 Dunbar Rd. Cazlisle, PA 17013 & 227 W. Louther St. Apt. 3 Cazlisle,
PA 17013. I have personally and physically inspected some of the listed personal
property. The only personal property not inspected was the bedroom suite, and cedaz
chest. The personal property was found to be in good to excellent condition, unless
otherwise noted. The china, silver and crystal were appraised as assemblages, rather than
piece-by-piece.
The information and values contained in this report are based upon my experience as an
appraiser and other reliable sources using a Sales Comparison Approach to determine
Fair Market Value. [Fair Market Value is used in divorces and estates in the state of
Pennsylvania.] A market data analysis with comparable sales transactions was used to
reconcile the quality and.quantity of data. Values are reported piece-by-piece, andlor as a
whole. All values reported have been determined with consideration to the condition of
the item, market conditions, and salability factors. All analyses, notes and paperwork are
found in the workfile.
lis Appvaisa~
.w~ss L. lone ~ C.A.
>irector
3
APPRAISAL EXTRAORDINARY ASSUMPTIONS
c~z Assumed that the second bedroom suite & the cedar chest were in good condition.
as Assumed that the second bedroom suite & the cedar chest were twentieth century.
APPRAISAL HYPOTHETICAL CONDITIONS
c~ Appraised the second bedroom suite & the cedaz chest as if they were located in
one of the Carlisle locations.
APPRAISAL SUMMARY
It is in my opinion, that as of d.o.d February O8, 2009, the Fair Market Value of the
personal property of Helen Mentzer-Mohler, deceased:
(Eight Hundred Twenty Five Dollars and Zero Cents)
($825.00)
The report must be read in its entirety The Anaraisal Summarv ONLYis
not the appraisal report
Ibis Apy~raisa~
DIGITAL PHOTOGRAPH & CD-ROM INSTRUCTIONS
Ibis Appraisal Services has provided you with a CD-ROM that houses all of the digital
photographs of all of the items appraised. The CD-ROM also contains a saved copy of
the appraisal report. This CD-ROM may be kept with the paper copy of the appraisal
report or kept off-site, such as a safety deposit box.
The photographs are saved in the JPEG picture format, meaning that all of the file names
end with a ".JPG".
The file names correspond to the written appraisal report's Corresponding Photograph
File that is included at the end of each item appraised.
Getting started with your CD-ROM
1. Insert the CD-ROM into your computer's CD-ROM Drive. If you do not have a
computer or access to a CD-ROM Drive--a copy store, office supply store, or public
library will be able to help you view and/or print your pictures.
2. Your computer may contain one or several different software programs that will
allow you to view your pictures. Examples of these programs aze Draw, Photo Editor,
Picture It! Express, Photo Suite, My Photo Center, Photo Studio Lite, Photo Shop
Pao, Picture CD, or Photo Deluxe. The~rosram that is included with a digital camera
is another wav to yiew~our pictures
• Select the program for viewing photographs and open the program.
3. Click FILE, and Click OPEN.
4, Use the Pull-Down, "Look in" Menu and select the D Drive (D:) or whichever drive
is designated as your CD-ROM (sometimes this may be the E Drive _ (E:) on your
computer). .
~ NOTE '
• Your CD-ROM Drive is designated with a small CD-ROM graphic Icon or a
cartoon representing the drive.
• The drives of your computer can be found under b1y Computer section of the Pull-
Down "Look in" Menu. Common Drives are: A Drive (floppy disc drive), the C
Drive (hard disc drive), the D Drive (CD-ROM Drive), and the E Drive (sometimes
CD-ROM Drive; sometimes an external drive, like a CD-ROM Writer, Zip, or Jazz
Drive).
5. Double-click on the photograph you wish to view.
PERSONAL PROPERTY LISTING
1 Chair. Mid-late twentieth century lounge chair. $25.00
Corresponding Digital Photograph File: img_3504.jpg
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2 Chair. Mid-late twentieth century lounge chair. $25.00
Corresponding Digital Photograph File: img_3505 jpg
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3 Chair. Mid-late twentieth century lounge chair. $20.00
Corresponding Digital Photograph File:. img_3506 jpg
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q ~;,>. , ~ 1 sswaze. Selection of miscellaneous decorative glassware $45.00
,. ~'~;. including Depression glass and pressed glass.
~
~
~ ~ Corresponding Digital Photograph Files: img_3507 &
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5 .
,
Bedroom Suite. Twentieth century bedroom suite. Suite
$190.00
includes tall chest, chest with minor, nightstand and double
bed.
te; Corresponding Digital Photograph Fide: img 3509 jpg
a
Settee & Chair. Nineteenth century Victorian settee and chair. $140.00
6 ' _ '~ Corresponding Digital Photograph Files: img_3511 &
~ $ i0. img_3.5171P8
7 Sewinu Machine. Late nineteenth -early twentieth century $75.00
oak case sewing machine. Maker: Minnesota Model A.
Corresponding Digital Photograph Files: img_3512 &
` img_3515jpg
K.. ...
l $40.00
g s.
Tools. Small selection of workman too
Corresponding Digital Photograph Files: img_3513,
img_3514 & img_3516 jpg
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including
china
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h
i $45.00
q ,~. ,., ~. - a~ ; ,
cen
ury
et
China. Small selection of twent
~ ) ~' some Hall Autumn china. Most pieces are damaged by
~.' ~~, ~ `~~; ~ chipping and cracked.
~~
c, . '~
. Corresponding Digital Photograph Fide: img_3518 jpg
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10 Bedroom Suite. Mid-twentieth century hazdwood bedroom $175.00
suite. Suite includes chest, chest with minor, nightstand and
bed.
I 1 Cedaz Chest. Mid-twentieth centu cedar chest. $45.00
Total $825.00