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HomeMy WebLinkAbout12-17-09 (2)1505607121 '-', REV-1500 ~ (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 8 9 5 Harrisbu , PA 17128.4601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 6 8 2 6 4 7 4 3 0 9 2 0 2 0 0 9 0 9 0 5 1 9 3 1 Decedent's Last Name Suffix Decedent's First Name MI G O O D H A R T B E T T Y R- (If Applicable) Enter Surviving Spouse's information Below Spouse's Last Name Suffix Spouse's First Name ,Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ~ll FILL IN APPROPRIATE OVALS BELOW l R t ^ 2. Supplemental Return ^ 3. Remainder Return (date of death um e 0 1. Origina prior to 12-13-82) 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Retum Required death after 12-12-82) it B ® 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ oxes 8. Total Number of Safe Depos (Attach Copy of Will) Litigation Proceeds Received ^ 9 ^ (Attach Copy of Trust) f death 10' t 1a 9 P ^ haxO) nder Sec. 9113(A) 11 • Att h S . 95) 1 1 and 2 31 between c ac CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number Name J O E L R Z U L L I N G E R 7 1 7 2~ 4 6 2 9 .~., c .rte --~ i"'= Firm Name (If Applicable) Z U L L I N G E R D A V I S P C First line of address 1 4 N O R T H M A I N Second line of address S U I T E 2 0 0 City or Post Office C H A M B E R S B UR G S T R E E T State ZIP Code P A 1 7 2 0 1 ~ -,~-..~ REGISTER~M 3 USE ~ k .,~ ~z ~ ~ v _ s : , , ~ <<. ~ `~ -~ -v ra f.._ ~ v ~ . ~ DATE FILED Correspondents e-mail address: Under penalties of perjury, I declare that I have examined this return, including arxompanying schedules and statements, and to the hest of my knowledge and belief, it is true, coned and complete. Declaretion of preparer other than the personal representa4ve s based on all information of which preparer has any knowledge. SIGNATURD~ PERSON PON E FOR FILI RET,/RN D TE 399 1 LNUT BOTTOM ROAD SHIPPENSBURG nc artcPa~lF~.,THERTHAN REPR,ESENTATNE TH M~i-Y~i STREET, SUITE 200 CHAMBERSBURG PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 17257 A 17201 1505607121 J 1505607221 REV-1500 EX Decedent's Social Security Number 1 6 8 2 6 4 7 4 3 Decedent's Name: BETTY R. G O O D H A R T RECAPITULATION 1. Real estate (Schedule A) .••••••••••••••••••••••••••~~~""""" 1. 4 2 2 2. 8 0 2. Stocks and Bonds (Schedule B) .•••••••••••••••••••••••••••~•'~~~ 2' 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 1 8 2 6 4. 1 2 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ....... 5. 675D.oD 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6• 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. ........................... 6. 2 9 2 3 6. 9 2 8. Total Gross Assets (total Lines 1-7) 9 1 0 6 0 1. 9 9 9. Funeral Expenses & Administrative Costs (Schedule H) .. . 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............ 10. 11 • Total Deductions (total Lines 9 & 10) ..................... • • • ... 11. 12. Net Value of Estate (Line 8 minus Line 11) ........ • • • • • • • • • ........ 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 an election to tax has not been made (Schedule J) . • • • • • • • • • • • • • • • 1 3 6. 5 7 1 D 7 3 8. 5 6 1 8 4 9 8. 3 6 1 8 4 9 8. 3 6 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 D D D 15. 0. O D (a)(1.2) X .0 - 16. Amount of Line 14 taxable 1 8 4 9 8. 3 6 16 8 3 2. 4 3 at lineal rate X •~5 , 17. Amount of Line 14 taxable 0 . D D 17 0 . D D at sibling rate X .12 18. Amount of Line 14 taxable D . D 0 18 D . 0 D at collateral rate X .15 19. 19. Tax Due ................................................ 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505607221 Side 2 8 3 2. 4 3 1505607221 J File Number REV-1500 EX Page 3 21 09 00895 Decedent's Complete Address: DECEDENTS NAME BETTY R. GOODHART STREET ADDRESS 24 Shippensbur Mobile Estates CITY STATE Shippensburg PA Tax Payments and Credits: Tax Due (Page 2 Line 19) CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InterestlPenalty ffapplicable D. Interest E. Penalty ZIP 17257 (1) 832.43 41.62 Total Credits (A + B + C) (2) 41.62 Total Interest/Penalty (D + E) (3) 0.00 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (4) 0.00 (5) 790.81 (5A) (5B) 790.81 B. Enter the total of Line 5 +5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: a. retain the use or income of the property transferred : ...................................................................... b. retain the right to designate who shall use the property transferred or its income; ....•.••••••••••••••••••••••••• c. retain a reversionary interest; or ................................................................................................ d. n:ceive the promise for life of either payments, benefits or care? ....................................................... tra f ro erty within one year of death Yes No 2. If death occurred after December 12,1982, did decedent ns er p p without receivin adequate consideration? ....................................................................... ^ 9 ............... 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... 4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. ^ 0 0 a IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even 'rf 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 benefiaaries 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 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-1503 EX+ (8-~8) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS FILE NUMBER ESTATE OF BETTY R. GOODHART 21 09 00895 All property jointy-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER ~ _ 108 shares common stock of MetLife @39.10 per share VALUE AT UA I t OF DEATH 4,222.80 TOTAL (Also enter on line 2, Recapitulation) ~ S (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (698) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ M~SV. INHERRANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT FILE NUMBER ESTATE OF 21 09 00895 BETTY 'R. GOODHART Include tine oin~t ownedwlth right of su rvorship m st be disc~los don Schedule F. All property j y VALUE AT DATE ITEM DESCRIPTION NUMBER ~, Account #6100798550, Citizens Bank 2, Account#6140-718376, Citizens Bank, including interest accrued to date of death 3_ ~ Refund, Capital Blue Cross TOTAL (Also enter on line 5, Recapitulation) ~ ; OF DEATH 2,260.40 15,534.52 469.20 18.264.12 (If mon; space is needed, insert additional sheets of the same size) REV-1 X09 EX +'(&98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE F JOINTLY-OWNED PROPERTY nc.a,v~~.. ..~..__ _... - FIL ESTATE OF 21 09 00895 BETTY R. GOODHART Han asset was made joint within one year of the decedents date of death, it must be reported on Schedule ~. SURVIVING JOINT TENANT(S) NAME A. Laura Motta B c JOINTLY-OWNED PROPERTY: LETTER DATE ITEM FOR JOINT MADE NUMBER TENANT JOINT 1. ~A, ~ 1986 ADDRESS 595 S. Patterson Street Carey, OH 43316 DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE, 1986 mobile home appraised by Tim L. Ausherman, with copy attached TIONSHIP TO DECEDENT hter % OF DATE OF DEATH DATE OF DEATH DECD'S VALUE OF VALUE OF ASSET INTEREST DECEDENTS INTEREST 13,500.00 50. 6,750.00 TOTAL (Also enter on line 6, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) REV-1611 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS RCAINGI~ 1 .,....~.-.-•- • FILE NUMBER ESTATE OF BETTY R•GOODHART 21 09 00895 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1. B. DESCRIPTION FUNERAL EXPENSES: Fogelsanger Bricker Funeral Home, funeral services ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City AMOUNT State ZiP 9,271.24 Year(s) Commission Paid: 750.00 2. Attorney Fees Joel R. Zullinger 3, Family Exemption: (If decedents address is notthe same as claimants, attach explanation) Claimant Street Address CMy State ZiP Relationship of Claimant to Decedent p~~ Fees Register of Wills - JCP fee 10.00; automation 5.00; short certificates 20.00; 125.00 4 will 15.00; letters 60.00; filing return 15.00 5 Accountants Fees g, Tax Return Preparers Fees 18.00 7 Vital Records, death certificates 225.00 , g. raisal of mobile home Ausherman Bros. Real Estate, app 75.00 g, Cumberland Law Journal, advertise letters 137.75 10. News-Chronicle, advertise letters TOTAL (Also enter on line 9, Recapitulation) I S 1 (If more space is needed, insert addfional sheets of the same size) REV-1512 EX + (12-03) SCHEDULE 1 DEBTS OF DECEDENT, COMMONWEALTH OF PENNSYLVANIA MORTGAGE LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF 21 09 00 --_. ..nr~un~T $, l7VVUnnr~ i Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. VALUE AT DATE ITEM DESCRIPTION NUMBER 1, Comcast, cable service due at death 2, ,Embarg, telephone service due at death OF DEATH 61.84 74.73 TOTAL (Also enter on line 10, Recapitulation) I S 136 (If more space is needed, insert add'idonal sheets of the same size) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BETTY R NUMBER I. 1. 2. 3. 4. II. SCHEDULE) BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS rSec 9116 (aj (lspousal distributions, and Vansfers under Alan L. Goodhart 399 Walnut Bottom Road Shippensburg, PA 17257 Laura Motta 595 S. Patterson Street Carey, OH 43316 Ruth Wiser 112 East King Street Shippensburg, PA 17257 Edwin Goodhart, Jr. 468 McCullough Road Shippensburg, PA 17257 FILE NUMBER 21 09 0085 RELATIONSHIP 70 DECEDENT Do Not List Trustee(s) _ineal Lineal Lineal Lineal I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIA NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 AMOUNT OR SHARt OF ESTATE 2,937.96 me-fourth of residue 9,687.96 one-fourth of residue Item 1 on Sch. F 2,937.96 one-fourth of residue 2,937.96 one-fourth of resdiue ON REV-1500 COVER SHEET TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I i (If more space is needed, insert additional sheets of the same slze~ JRZ - 5.1 goodhart.2 October 22, 1997 ~~~ -'~ CEP ~:-- ~~ay ~: t}5 ~t:i~ ~! ~ f5l f LL~9 ~~ ~ r~~- ;,riF-1L t r .;~7:~;1 .. _ . LAST WILF~ AND TESTAMENT I, Betty R. Goodhart, of 24 Shippensburg Mobile Estates, Shippensburg, Cumberland County, Pznnsylvania, being of sound and do hereby declare this to disposing mind, memory and understanding, be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeati the residue of my estate of every nature and wherever situate to my children, namely Alan Goodhart, Ruth Wiser, Laura Motta, and Edwin Goodhart, Jr., in equal shares, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed ~ er stirpes, living on the thirty- to said beneficiary s issue, p first day following my death, and in default of any such then- living issue, such share shall be added to the share or shares of my other children. ~I~. estate In the event that anyone entitled to a share of my shall be under the age of twenty-one years at the time for oint Alan distribution to such beneficiary, 1: constitute and app odhart as trustee of any property which passes either under this Go sill or otherwise to said beneficiary. Should Alan Goodhart ~ oint Edwin as trustee, I aPP predecease me or fail to crualify asses either under ~ ro erty which p Goodhart, Jr. , as trustee of and p P or otherwise to said beneficiary. Said trustee shall in this will use court, the trustee's sole discretion and without order °f ear to be principal as well as income from time to time as may aPP welfare, medical care, necessary for the beneficiary's comfort, to the recreation, support and educat?_on, without responsibility and beneficiary or to any person taking care of the beneficiary; e remaining balance in tY~e hands of said trustee shall be th attains the distributed to said beneficiary when the beneficiary dies prior to age of twenty-one years. If such beneficiary 'nin the age of twenty-one years, ~-aid trustee is authorized attar g the trustee's discretion to pay part or all of the beneficiary's in al ex enses and the remaining balance in the hands of said funer P ~s ersonal trustee shall be distributed to the beneficiary a for any the truste representative.. In the event the funds held by ee too small for beneficiary become in the opin~.nn of the trust Page 2 the trustee, in the trustee's proper and efficient administration, s account in the sole discretion, may deposit such funds in a saving name of the beneficiary. IV. owers Any fiduciary under this will shall have the following p law and by other provisions in addition to those vested in them by rincipal or income, erty whether p of my will applicable to all prop ro erty held for minors, exercisable without Court including P p erty: approval, and effective until actual distribution of all prop estate, real or A, To retain any and all of the assets of my ersonal, without regard to any principle of P g, diversification of Fisk. ro ert including stock, Y To invest in all forms of p p common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any . principle of diversification of risk. to exchange or to ublic or private sale, To sell at P ersonal lease for any period of time any real or p exchanges or property and to give options for sale , leases, for such prices and upon such Leans or conditions D. as they deem proper. enses to principal or income is and exp To allocate receip or partly to each as they from time to time think proper. Page 3 E, To compromise any claim or controversy. artly in each. F, To distribute in cash or in kind or P nation of G, To hold property in their names without desig any fiduciary capacity or in the name of a nominee or unregistered. I wish to advise my executor that I have a number of H to m items of personal rroperty in my home which belong Y children. It is my desire that they not be considered a children be permitted to part of my estate and that my remove them from my house following my death. V. direct that all taxes treat "lay be assessed in consequence of whatever jurisdiction imposed, my death of whatever 1lature and by ense of shall be paid from my residuary estate as a park of the exp the administration of my estate. 9~~ will. I appoint my son, Alan Goodhart, as executor of this my or cease to act , I Should my son predecease me, fail to qualify m son, Edwin Goodhart J::., as executor of this my will. appoint y Page 4 val. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS y~EREOF, I hereunto set my hand and seal to this my ewritten pages, the last will and testament, consisting of six typ in for the purpose first four of which bear my signature in the marg i ~ .l./ , day of -"'- of identification this 19~• ( SEAL) the above-named Signed, sealed, published and declared by testatrix as and for her last will and testament in our presence, resence of each at her request and in the p who in her presence, other have hereunto set our hands as attesting witnesses. ~ ~Cc ~ ~~ ~ f~` /7~~ ~ and rto ~ ~ Zu-u-` ~' ~ EYZ- We, Bett~1 R. Goodhart, the testatrix and the witnesses LofLS Z., ~AR2 ' oing res ectively, whose names are signed to the attached or foreg p declare to the instrument, being first duly sworn, do hereby Page 5 undersigned authority that ti?e testatrix signed and executed the instrument as her last will and testament and that she executed it ur oses therein expressed as her free and voluntary act for the p p of the and that each of the witnesses, in the presence and hearing said testatrix, signed the will as witnesses and to the best of hteen years of age their knowledge, said signer was at that time eig or older, of sound mind and under no constraint or undue influence. statrix Witness Witness Subscribed, sworn to and acknowln~geand before me by the above-named iq subscribed and sworn to before medQY tofe abotv-e-named witnesses this l r~~ -. ~ { '! )'' ~ No ary Public (j 4 ~~.i{v F., ,~'il..~._F~!~+.~~".LS~P~. Prdc~'i~"s ~~t~ ~~7'?i34ti)~~+uk?i!"~ EaCiri~, :rtSCR9~~~4~ ~~~ Page 6 Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 1 of 2 More _ __ . ,, r ~ ,., `* ~ I~tlvlutu.~ ~ ~ FIak~CfAl t#4~1~ Chars' k~rftW~+ w~~ll n+zll~ r~u ~~t them" .` ~ '` .. ~r.~~., . ~;r~a~ _ _ _ ' Marlrats Historical Quotes B1pRaports ®Ad~rancadTools j pre~rrin~n Pro~Fts Hams ~ Quotas ~ Navin } Mdustrias This Historical Quotes tool allows you to look up a security's exact closing price. J Simply type in the symbol and a historical date to view a quote and mini chart for that security. ~-~ Enter Symbol: Met ~- Enter Date: 9/18/2009 MetLife Inc Friday, September 18, 2009 Closing Price: Open: High: Low: Volume: Sponsored Links 39.32 40.22 40.29 39.22 6,637,400 Go To Charting Forex Trade Secrets Top 3 Forex Trading Kits Make Money While You Sleep http:/hnrww.forexrobots.com No Splits 2-Month Daily Chart of MetLife Inc Fifth Third Online Open a Fifth Third Checking Account To Help Set & Achieve Your Goals. www.53.com/OnlineBanking Simple8~New Option Trading Make Easy Money In 1 Hour. Deposit only $100. 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'4 Simply type in the symbol and a historical date to view a quote and mini chart for that security. Enter Date: 9/21 /2009 +`-~ Enter Symbol: Met - -----~ MetLife Inc Monday, September 21, 2009 Closing Price: Open: High: Low: volume: 38.24 38.90 38.99 37.93 5,202,300 Go To Charting Sponsored Links No Splits 2-Month Daily Chart of Metlife Inc Forex Club Trade with Zero Spreads and Commission Refunds. + $100 bonus. www.fxclub.com Fifth Third Online Open a Fifth Third Checking Account To Help Set & Achieve Your Goals. www.53.com/OnlineBanking Stock trades X1.50 - $3 100 free trades, up to $100 back for transfer costs, $500 minimum www.SogoTrade.com Simple&New Option Trading Make Easy Money in 1 Hour. Deposit only $100. No Fees! httpJ/www.eztrader.com ct~rical/default.asp?detect=l &symbol=Met&close_dat... 10/5/2009 Citizens Bankm Account Number Account Title _Date Opened Account Type Principal Balance as of DOD Interest from Last Posting to DOD Account Balance as of DOD YTD Interest to DOD 6100798550 BETTY R GOODHART 3/29/1980 $2260.40 $ .00 $2260.40 $ .00 ~ Citizens Bank Account Number Account Title Date Opened Account Type Principal Balance as of DOD Interest from Last Posting to DOD Account Balance as of DOD YTD Interest to DOD 6140-718376 BETTY R GOODHART 9/29/1997 Time Deposits $15496.14 $38.38 $15534.52 $399.52 ~ Ci~kizens Bank October 2, 2009 JOEL R ZULLINGER Esq 14 N MAIN ST STE 200 CHAMBERSBURG PA 17201 Estate of BETTY R GOODHART Date of Death: Sep 20, 2009 SSN: 168-26-4743 Dear Sir/Madam: 525 William Penn Place Suite 153-2618 Pittsburgh, PA 15219 In accordance with your request, the attached information sheet has been provided in the above decedent's name as of her date of death. The decedent had 2 active accounts at the time of her death and she had no Safe Deposit Box. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884 Sincerely, Phillip Lynch Operations Services SUMMARY OF SALIENT FEATURES Lot # 24 Shippensburg Mobile Estates Subject Address LegalDescdption N/A City Shippensburg Ccunry Cumberland ~~ Pa Zip Cade 17257 Census Tract 0131.02 Map Reference Sale Pdce $ N!A Date of Sale N/A Bonower Estate of Betty Goodhart Lender/Client Joel Zullinger Atty. Size (Square Feet) 808 Pdce per Square Foot $ Location Average Age 1986 Condition Avg Total Rooms 5 Bedrooms 3 Baths 2 Appraiser Tim L. Ausherman Date of Appraised Value 9/20/2009 Opinion of Value $ 13,500 Form SSD2 - "YrnTOTAL" appraisal software by a la mode, inc. -1.800•ALAMODE Ausherman Bros. Real Estate Inc. BonowetlClient Estate of Bett Goodhart ~""~"' Pro a Address Lot # 24 Shi ensbur Mobile Estates C~ Shi ensbu Coun Cumberland State Pa Zi Code 17257 Client Joel Zullin er Att . APPRAISAL AND REPORT IDENTIFICATION This Appraisal Report is gOQ of the following types: ^ Self Contained (A written report prepared under Standards Rule 2-2(a) , persuant to the Scope of Work, as disclosed elsewhere in this report.) ^ Summary (A written report prepared under Standards Rule 2-2(b) , persuant to the Scope of Work, as disclosed elsewhere in this report.) ®Restrlcted Use (A written report prepared under Standards Rule 2-2(c) , persuantto the Scope of Work, as disclosed elsewhere In this report, restricted to the stated intended use by the specified client or intended user.) Comments on Standards Rule 2-3 I certify that, to the best of my knowledge and belief: -the statements of fact contained in this report are We and coned. -the reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. - I have no (or the specified) present or prospective interest in the property that is the subject of this report and na (or the specified) 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 parties involved with this assignment. - my engagement in this assignmem was no[ 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 amoum of the value opinion, the attainment of a stipulated resuh, or the occunence of a subsequent event directly related to the intended use of this appraisal. - my analyses, opinions, and conclusions were developed, and this report has been prepared, in contormlty with the Uniform Standards of Professional Appraisal Practice. - I have (or have not) made a personal inspection of the property that is the subject of this report. (If more than one person signs this certification, the cert~caticn must clearly specify which individuals did and which individuals did not make a personal inspection of the appraised property.) - no one provided significant real property appraisal assistance to the person signing this certification. (g there are exceptions, the name of each individual providing significant real property appraisal assistance must be stated.) Comments on Appraisal and Report Identification Note any USPAP related issues requiring disclosure and any state mandated requirements: APPRAISER: i SUPERVISORY APPRAISER (only if required): Signature: V .Signature: Name: Tim L. an Name: Date Signed: /6 009 Date Signed: State Certtticatian #: GA000149L State Certification #: a State License #: a State License #: State: PA State: Expiration Date of Certdication or Ucense: 6!30/2009 Fxplratian Date of CerlRcation or License: Supervisory Appraiser inspeclion of Sub)ect Property: fttective Dafe of Aooraisal: 9/20/2009 ^ Did Not ^ Eztedor-only from street ^ Intedor and Extedor Form IDO6 - "WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE Aushemran Bros. Real Estate Inc. MANUFACTURED /MOBILE HOME IN PARK APPRAISAL REPORT Location Urban ^ Over 75% ® Suburban U Rural ®25%to 75% ^ Under 25% Built Up Growth Rate ^ Falry Dev. ^ Rapid ®Steady ^ Slow Properly Values ^ Increasing ^ Shortage ®Stable ®In Balance ^ Declining ^ Oversupply Demand~snpply Marketing Time ^ Under 3 Mos. ®4-6 Mos. ^ Over 6 Mos. Presets Land Use 20 % 1 Family _ % 2-4 Family % Industrial _ % AP~• - % Condo % MBHM's 80 %Vacard Change in Preserd _ % Commercial Land Use: ®Not Likely _ ^ Likely (*) _ ^ Taking Place (*) (*) From TO Predominard Occupancy: ^ Owner ^ Tenant _ %Vacant Mobile Homes: Pdce Range $ 5 000 to $ 12000 Predominant $ 5 000 Age 9 yrs. to 20 yrs. Predominant 10 yrs. Single Family: Pdce Range $ 55 000 to $ 200.000 Predominard $ 120 000 Age 1 yrs. tc 50 yrs. Predominant 20 yrs. Descdbe potential for additional MBHM Parks units in nearby area There is a potential for NEIGHBORHOOD RATING i Good Avg. Fair Poor ng Adequacy of Shopp ti es Employmerd Opportuni ^ ® ^ ^ Recreational Facilities ' ^ Nes Adequacy of l)til ~ ® ~ ^ Property Compatibility Protection from Detrimental Conditions ^ ® ^ ^ P°lice and Flre Protection rti ^ ^ ® ® ^ ^ ^ ^ es General Appearance of Prope ^ ® ^ ^ Appeal to Market FEMA Special Flood Hazard Area ^ Yes ®No FEMA Zone X Map Date 3/16/2009 FEMA Map No. 42041 C0355E Nate: Race and tire racial composition of the neighborhood are not appraisal factors. Neighborhood boundedes and cha2ctedstics: Located in Shi ensbur Mobile Estates bounded b Earl St to the west Rid a Rd to the north Route 11 to the south and Cramer Rd to the east. ym eat to market, etc. Factors that affect the marketability of the properties in the neighborhood (pro>amity to employment and amenitich ^mpl^Qn nrn Mrobile~Estates. _ )~ Market conditions in the subject neighborhood (including support for the above conclusions related to the /rend of property values, demand(supply, and marketing time -such as data on competitive properties for sales in the neighborhood, description of the prevalence of sales~arcd fi~ncn~cfnmcoPrsswith citosina costs. Supply and demand a Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of the subject property: No adverse environmental conditions were observed. Complete only tt subject is located in a Mobile Home Park. PROJECT RATING ti Good ^ Avg. ® Fair ^ Poor ^ Name Shi ensbur Mobile Etstaes H i er Acre /a Density p Loca on General Appearance ^ ^ ® ® ^ ^ ^ omes le No. of Mob tion Cl 'rfi Amenities and Recreational Facilities ca ass Zoning A rax. No. Units Rented Approx No. Units for Sate 5 Pp ®g des ^ water ®sewer arbage) l i Density (units per acre) Unlt Mix ^ nc u Monthly Space Rerd $ 300 ( Quality of Constr. (mat'I & finish) ^ ® ^ Access (IngresslEgress) Ad uate ditions none d C Fb Conditlon of Extedor ~ ® ~ a on o Drainagel Describe common elements or recreation facilities Condition of Interior Appeal to Market ^ ® ^ ^ Existing Proposed Mobile Home Living Area (including Expandos, Tipouts, etc.) -on A ditto s nished a d nished Areas Uv Di K't B mt F Bath Fam Rec Lnd Offier Gcad ^ Avg. ® Fair ^ Poor ^ o er oom ist 1 1 3 2 Condition of Improvements ^ ® ^ ^ diti Room Sizes and Layout St ^ ® ^ ^ ons Ad orage Adequacy of Closets and k ^ ® ^ ^ space Kit. Equip., Cabinets & Wor diti ^ ® ^ ^ Boors; ^ Hardwood ®Carpet aver ® vin I on Plumbing -Adequacy and Con Electrical -Adequacy and Condition ^ Irdedor Walls: ®Paneling ^ Pressbeard ^ Goad ®Average Fl i h ^ ^ Fair ^ Poor Skirtin Ade uac and Condtion g - q y ^ ^ ® ^ ^ s n : TdM Bath Floor: ®Ynyi ^ fiber lass Ade uac of Insulation WainscoC ^ Madite ® q Y nn Sash ®Scrsens ^ Combo Location wtthin Project or View ^ St ^ ® ^ ^ Windows (type): double hunst ©Refdgerator ©Range/Oven i E o ®Fan/Hood ^ Washer ^ Dryer Overall Livability bili ^ ^ ® ® ^ ^ ^ ^ qu p.: Kttchen ^ kdercom ^ Disposal ®Dishwasher ^ Microwave^ Compactor ty Appeal and Marketa A 12 to 1 5 Yrs. HEAT: Type Fha Wel elec Cond. averse uate ^ Inadequate ^ Ade ge Estimated Ettectiva Estirruded Remainin Economic L'rfe 14 to 18 Yrs. q AIR COND: ^ Central ^ Other red avers a interior somewhat dated. id e Comments: Overall condkion is cons Form MPR2 - "1MnTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE VALUATION SECTION Measuremems No. Sections Sq. Ft Gross Living Area: 908 S.F. @ $ 33.65 = $ 30.554 13.75 x 66 x 1 = 906 Additions: S.F. @ $ _ $ = CarporUGarage: S.F. @ $ _ $ x x = Awnings: S.F. @ $ _ $ x x = Deck or Patio: S.F. @ $ _ $ x x Total Gross Living Area (List in Market Data Analysis Below) 908 Sheds: S.F. @ $ _ $ Comment on cost data (functional and economic obsolescence: Cost per sg ft Skirtings: S.F. @ $ _ $ was derived from Marshall 8 Swift cost handbook. Porch S.F. @ $ _ $ S.F.@$ _$ Total Replacement Cost: ...._..._.___ .._..__........ _ $ 30.554 Depreciation: 20 years @ 3 % per yr. _ $ 18.332 Functional Economic = $ Depreciated Replacement Cost: _ $ 12 222 Park Space Additive (Blue Sky Value) OR Lot Value: _ $ 222 $ 12 , Indicated Value Via COST APPROACH: _ The undersigned has recited three recent sales of properties most similar and proximate to subject and has considered these in the market analysis. The descripticn includes a reflecting market reaction to those items of signilicant variation between the suhject and comparable propeAies. ti a signficant item in the comparable property dollar adjustlllent , is superior to, or more favorable than, the subject property, a minus (-) adjustment is made, thus reducing the indicated value of suhject; if a significant item in the comparable is ' ect. or less favorable than the subject roe , a lus + ad ustment is made, thus increasin the indicated value of the sub interior to , ITEM SUBJECT COMPARABLE N0.1 COMPARAB N0.2 COMPARAB N0.3 Address or Lot # 24 Lot # 78 Shipp Mobile Estates Lot # 2245hipp Mobile Estates Lot # 233Shipp Mobile Estates S ace Number Shi ensbur Shi ensbur Shi ensbur Shi ensbur Proxim' to Sub ct 0.15 miles NE 0.05 miles NW 0.11 miles E Sales Price NIA $ 14 900 18 000 17 500 86 ~ 92 ~ 17 16 . . Price sf. GLA ~ 16.41 ~ Date of Sale DESCRIPTION DESCRIPTION + - S Ad'ust. DESCRIPTION - Adust. DESCRIPTION + - Ad'ust. Time Ad ustment 5114!2009 7/31/2009 5/14/2009 ocation Avera a Avera a Avera a Avera e Make Derose Unknown Unknown Unknown -2 000 Year 1986 1985 1990 -2 000 1991 Cond'NOn Av th B Av Total Bdrms Bath Av -Good Total Bdrms Bath Av T~al Bd2 s B m Living Area: Rocm a Total Bdrms 3 2 1 +3 000 Ccunt 8 Total 5 3 2 4 2 1 +3 000 6 0 908 S Ft 908 S Ft 1 064 S . Ft. -2 340 980 S . Ft. -1 08 Gross Llvin Area Ti -out . . none . . none none none Additions Kitchen none Std. Kitchen none Std. Kitchen none Std. Kitchen none Std. Kitchen - Parkin on site 1 car ort -1 500 None on site Fumishin s None None None None Woad S[ove none none -500 none Porch -500 none orch -500 Extras None deck -2 500 ac -2 500 ac -2 500 Central Air None ac NIA N/A NIA Site Value N/A N/a N/a Ina cin ' N!a N/a ri + - ~$ -1 500 + - -7 340 + - -3 080 ustmerds Total Ad 1 % Net 10 Net 40.8 % Net .17.6 % Indicated Value of Suh'ect . Gross 50.3 % 13 400 Gross 40.8 % 10 660 Gross 51.,9 % 14 420 Comments on Sales Comparison No comparable sales of manufactured homes exist in the McConnellsburg area Onsite improvements made by home owner well connection to ublic sewer and drivewa estimated additional contribution to value would be $10000. REM SUBJECT COMPARABLE N0.1 COMPARA8LEN0.2 COMPARABLE N0.3 Data and/or 9/2D09 9/2009 9/2009 9/2009 Vedficafion Source Ins ection MLS LS n MLS of the subject property and analysis of any prior sales of subject and comparables within 3 years of the date of appraisal: or listin tion f l g , e, op sa Analysis of any current agreement o Subject DropertV is currently not listed for sale. INDICATED VALUE 8Y SALES COMPARISON APPROACH _ . _.. _. _ _ _. $ 13500 INDICATED VALUE BY INCOME APPROACH (li Applicable) Estimated Market Rent $ N/a I Mo. x Grass Rent Multiplier N/a = This Appraisal is made ®'as is' ^ subject to the repairs, alterations, inspections, or conditions listed below ^ subject to completion per plans and specifications. Conditions of Appraisal: Subject ro ert as is on site if has to be moved value would be si nficall different. Final Reconciliation: Emphasis was placed on the sales comparison approach to value Cost approach provides additional support for the indicated tive of bu ers and sellers in the marke lace. Due to the lack mformatlon for mobile fl h i i s re ec c value from the sales com orison a roach wh home rental ro rties the income a ach was not develo d. The purpose of ttds appraisal Is to estimate e,rtiarket value of the property that is the subject of this report, based on the above conditions and the certiticaticn, contingent and limiting conditions, and market value ~ that are stated in the attached agenda. I (WE) ESTIMATE THE MARKET V DEFlNED, OF THE HEAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF 9/20/2009 (WHICH IS THE DAT SP ND THE EFFECTIVE DATE OF THIS REPORT) TO BE S 13 500 SUPERVISORY APPRAISER (ONLY IF REOUIHED): APPRAISER: ^ DId ^ Did Not Signature Signature Inspect Property r n Name Name Tim L. A Date Report $Ign 10!6/2009 Date Report Signed State State Certification # GAIH10149L State PA State Certification # State Or State License # State Or State License # Dnrw 7 ,d 7 Form MPR2 - "WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE cnhinr_t Photo Paae Subject Front Lot # 24 Sales Price NIA Dross Living Area 908 Total Rooms 5 Total Bedrooms 3 Total Bathrooms 2 Location Average View Sfte N!A Quality qge 1986 Subject Rear Subject Street Fonn PIC3x5.SR -'WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE o..ilAlnn Clratr_h Form SKT.BIdSkI - ryyInTOTAL' appraisal softwan: by a la made, inc. -1-B00-ALAMODE o..:lelCnn CII[nffr_h Form SKT.BIdSkI -'WinTOTAL' appraisal software by a la mode, inc. -1-B00•ALAMODE a la mode inc: ~ m<~.,n,~.~~~rKB~. L A N D (oc(>~ RD spa d'~ ,pgdaO^se. Re a~ ~ ~ GBnhBn R./ F A 4~ a i533~ ~~ a p N P, u D F~6 ~ * ' Shlppensburg 'i~ ~ *^`~ UnWersliy or Pennsylvania ~` '~ r``t z qt.~l- ~ Pa ~ ~ '. 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