HomeMy WebLinkAbout01-20-10J REV-1500 1505607120
EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
Po Box.2soso~ 21 0 9 0 0 511
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
186248410 05192009 10301930
Decedent's Last Name Suffix Decedent's First Name MI
OTT ARTHUR D
(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 INAPPROPRIATE OVALS BELOW
® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ qa, Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
8. Decedent Died Testate ^ ~. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
® (Attach Copy of wlq (Attach Copy of Trust)
^ 9. Litigation Proceeds Received
CORRESPONDENT -THIS SECTION MUST
1nVame
HAMILTON C DAVIS
Firm Name (If Applicable)
ZULLINGER DAVIS,
1 p. Spousal Pove~Credit (date of death ^ 11, Election to tax under Sec. 9113(A)
^ between 121- 1 and i-1-95) (Attach SCh. O)
BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Daytime Telephone Number
7175325713
P C REGISTER OF WILLS USE ONLY
First line of address
20 EAST BURD STREET, SUITE 6
Second line of address
City or Post Office
SHIPPENSBURG
State ZIP Code
PA 17257
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Correspondent'se-mail address: HCD@hamiltondavislaw.com
Under penalties of perjury, I deGare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
STEPHEN A. OTT
1608 LIBERTY DRIVE, CHAMBERSBURG, PA 17201
SIGNATU,~ OF PREPARER OTHER THAN REPRESENTATIVE DATE
--~%~ ~~,~ ~ ~ ~---- Hamilton CDavis // 1 ~ / ~. o I v
20 East Burd Street, Suite 6, Shippensburg, PA 17257
Side 1
1505607120 1505607120
1505607220
REV-1500 EX
Decedent's Social Security Number
oeceeenes Name: OTT , ARTHUR D . 18 6 2 4 8 410
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1. 6 7, 0 0 0. 0 0
2. Stocks and Bonds (Schedule B) ............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4.
5•
6.
7.
8. Mortgages & Notes Receivable (Schedule D) ..........................................................
Cash, Bank De osits & Miscellaneous Personal Pro e
p p rty (Schedule E) ................
Jointly Owned Property (Schedule F) ^ Separate Billing Requested .............
Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested .............
Total Gross Assets (total Lines 1-7) ....................................................................... 4.
5.
6.
7.
8.
7 2 5 4 . 9 9
r
4, 2 5 4. 9 9
9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9. 14 , 7 7 6 . 3 8
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 2 , 4 5 7 . 2 0
11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. 17 , 2 3 3 . 5 8
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 5 7 , 0 2 1 . 4 1
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 5 7 , 0 2 1 . 4 1
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 .00 15.
16. Amount of Line 14 taxable
at lineal rate x .045 5 7, 0 21.41 16• 2, 5 6 5. 9 6
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due ..................................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505607220 1505607220
2,565.96
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 09 - 00511
OTT, ARTHUR D.
STREET ADDRESS
214 HIGH STREET
CITY
SHIPPENSBURG STATE
PA ZIP
17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 2,565.96
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) 0.0 0
3. Interest/Penalty if applicable
p, Interest
E. Penalty
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. (4)
Check box 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. (5) 2 565.96
A, Enter the interest on the tax due. (5A)
B, Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2 , 5 6 5.9 6
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 :.................................................................................. ^ 0
b. retain the right to designate who shall use the property transferred or its income :.................................... ^ ^x
c. retain a reversionary interest; or .................................................................................................................. ^
d. receive the promise for life of either payments, benefits or care? .............................................................. ^ ^x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................................................................................................................... ^ 0
3. Did decedent own an "intrust for* or payable upon death bank account or security at his or her death?......... ^ Ox
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 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 p2 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) p2 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.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
FILE NUMBER
ESTATE OF OTT, ARTHUR D. 21 - 09 - 00511
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 wilting seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
NUM ER ( DESCRIPTION (VALUEDA~T DHTE OF
1 214 HIGH STREET, SHIPPENSBURG, PA 17257 (SEE ATTACHED SETTLEMENT SHEET).
SOLD TO AN UNRELATED THIRD PARTY AT ARM'S LENGHT PRICE AND TERMS. SALE
NECESSARY TO SETTLE ESTATE. SEE SCHEDULE H FOR NECESSARY AND ORNINARY
EXPENSES OF SALE.
67, 000.00
TOTAL (Also enter on Line 1, Recapitulation) ~ 67,000.00
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERRANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF OTT, ARTHUR D. 21 - 09 - 00511
Include the pproceeds 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 DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 ORRSTOWN BANK CHECKING ACCOUNT NO. 619590 5,947.63
2 ORRSTOWN BANK SAVINGS ACCOUNT NO. 734411 307.36
3 I MISCELLANEOUS PERSONAL PROPERTY AND PERSONAL EFFECTS
1, 000.00
~ TOTAL (Also enter on Line 5, Recapitulation) ~ 7,254.99
SCFEDULE H
COMMONWEALTH OF PENNSYLVANIA wr~~ ~../~~..1~
INHERRANCE TAX RETURN r,~.^IN I IW~
RESIDENT DECEDENT , w , , v~ , , -
FILE NUMBER
ESTATE OF OTT, ARTHUR D. 21 - 09 - 00511
Debts of decedent must be reported on Schedule I.
ITEM j
NUMBER FUNERAL EXPENSES: DESCRIPTION ~ AMOUNT
A. 1 FOGELSANGER - BRICKER FUNERAL HOME, INC. I 8,584.00
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
2.
3.
City State Zip
Year(s) Commission paid
Attorney's Fees HAMILTON C. DAVIS, ESQUIRE
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4.
5.
6.
7.
1
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
THE NEWS CHRONICLE -LEGAL ADVERTISING
3,250.00
205.00
121.25
TOTAL (Also enter on line 9, Recapitulation) 14,776.38
~ Schedule H
Funeral E~er~ses &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN ~~ ~~ (~
RESIDENT DECEDENT
ESTATE OF OTT, ARTHUR D. FILE NUMBER
21 - 09 - 00511
2 i CUMBERLAND COUNTY LEGAL JOURNAL -LEGAL ADVERTISING i 75.00
I
3 ~ AUSHERMAN BROTHERS -REAL ESTATE APPRAISAL 300.00
I
4 ~ A&A ABSTRACT COMPANY -TITLE SEARCH j 119.00
3
1
5 REAL ESTATE SETTLEMENT EXPENSES. IT WAS NECESSARY TO LIQUIDATE 865.61
THIS ASSET FOR THE BENEFIT OF SETTLING THE ESTATE (NOT FOR THE j
BENEFIT OF THE BENEFICIARIES) j
I
6 2009 - 2010 SCHOOL REAL ESTATE TAXES TO BARRY L. NEGLEY, TAX ~ 545.85
COLLECTOR
7 2009 COUNTY AND TOWNSHIP REAL ESTATE TAXES TO BARRY L. NEGLEY,
TAX COLLECTOR
8 I FINAL CLOSING COSTS
210.67
500.00
Page 2 of Schedule H
~ SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
CONWIONWEALTH OF PENNSYLVANIA LIABILITIES & LIENS
INHERRANCE TAX RETURN f
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF OTT, ARTHUR D. 21 - 09 - 00511
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 ORRSTOWN BANK UNSECURED LINE OF CREDIT 1,230.00
2 EMBARQ 51.26
3 IESI TRASH REMOVAL 595.00
4 PENELEC 102.50
5 CENTRAL PENN GAS 69.90
6 CFJMA 157.50
7 BOROUGH OF SHIPPENSBURG 74.69
8 LOWE'S CREDIT CARD 148.35
9 ORRSTOWN BANK -CHECK ORDER 28.00
~ TOTAL (Also enter on Line 10, Recapitulation) ~ 2,457.20
REV-1613 EX+ (9.00)
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
OTT ARTHUR D.
21 - 09 - 00511
I RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER I NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not Lis! Trustee(s)
I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions and transfers
under Sec. X116 (a) (1.2)]
1 SUE KOHR DAUGHTER ` 1/5 RESIDUE 11,404.28
960 PLEASANT GROVE ROAD ',
YORK HAVEN, PA 17370 ',
2 ALAN OTT SON 1/5 RESIDUE 11,404.28
46 CUMBERLAND AVENUE
SHIPPENSBURG, PA 17257
3 BRIAN OTT SON 1/5 RESIDUE 11,404.28
1466 WOODS ROAD, LOT 37 I
SHIPPENSBURG, PA 17257
Enter dollar amounts for distributions shown above on lines 1 5 through 1 S, as appropriate, on Rev 1500 cover sheet
II. A NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS
NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I 0.00
REV-1ti19 EX+ (9.00)
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF OTT, ARTHUR D. ~ FILE NUMBER
21 - 09 - 00511
RELATIONSHIP TO SHARE OF ESTATE ' AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not ust Trustee(s)
I~ (TAXABLE DISTRIBUTIONS [include outright spousal
distributions and transfers
~ under Sec. X116 (a) (1.2)]
4 DANIEL OTT SON 1/5 RESIDUE
600 FRANKLIN HEIGHTS
SHIPPENSBURG, PA 17257
5 STEPHEN A. OTT
1608 LIBERTY DRIVE
CHAMBERSBURG, PA 17257
SON
1/5 RESIDUE
11,404.28
11,404.28
Page 2 of Schedule J
,~
LAST WILL AND TESTAMENT
I, Arthur D. Ott, of Shippensburg Borough, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament and
revoke any Will or Codicil previously made by me.
ITEM I: I direct that all my just debts (except as may be
barred by a Statute of Limitations) and my funeral expenses
(including my gravemarker and expenses of my last illness) shall
be paid from my residuary estate as soon as practicable after my
decease as a part of the administration of my estate.
ITEM II: I devise and bequeath all of my estate of every
nature and wherever situate to my wife, Evelyn G. Ott, providing
she shall survive me by thirty (30) days.
ITEM III: Should my wife, Evelyn G. Ott, predecease me or die
on or before the thirtieth (30th) day following my death, I devise
and bequeath all of my estate of every nature and wherever situate
in five (5) equal shares, one to each of my surviving children,
Stephen Ott, Susanne Kohr, Daniel Ott, Alan Ott, and Brian Ott,
per capita.
ITEM IV: Should any of my above named children predecease me
his or her share shall lapse and be added to the shares of the
others who do survive me.
ITEM V: If any property passes outright (either under this
Will or otherwise) to a minor (which shall be defined as anyone
under twenty-one (21) years of age) and with respect to which I am
authorized to appoint a guardian and have not otherwise
{~
specifically done so, I decline to appoint a guardian but instead
authorize my Executor to distribute such property to a Custodian
selected by my Executor (and my Executor may act as such
Custodian) as Custodian for the minor under the Pennsylvania
Uniform Transfers to Minors Act. Provided, however, that this
appointment shall not supersede the right of any fiduciary to
distribute a share where possible to the minor or to another for
the minor's benefit.
ITEM VI: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
ITEM VII: I appoint my wife, Evelyn G. Ott, Executrix of this
my Last Will. Should she fail to qualify or cease to act as
Executrix, I appoint my son, Stephen Ott, Executor of this my
Last Will. Should neither of them be willing or able to act, I
appoint my daughter, Susanne Kohr, substitute Executrix of this my
last will.
ITEM VIII: I direct that my Executor/Executrix/Trustee or
their successors shall not be required to give bond for the
faithful performance of their duties in any jurisdiction.
ITEM IX: My individual fiduciary shall be entitled to
reasonable compensation for his or her services rendered from time
~. ~"'
2
to time and/or to reimbursement of out of pocket expenses.
ITEM X: The interests of the beneficiaries hereunder shall not
be subject to anticipation or to voluntary or involuntary
alienation.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this
my Last Will and Testament, written on four (4) sheets of paper,
dated this ~ day of ~ U, ~ 1999 .
~~~! L`}.~~-~. ~~ ~ ( SEAL )
Arthur D. Ott
The preceding instrument, consisting of this and three (3)
other typewritten pages, each identified by the signature or
initials of the Testator, was on the day and date thereof signed,
published and declared by the Testator therein named, as and for
his Last Will, in the presence of us, who, at his request, in his
presence, and in the presence of each other have subscribed our
names as witnesses hereto.
L residing at G UNU(.N 02~/Cr ~~c-t~GClcta ~~
residing at /-~FG/~~//P ~~
3
COMMONWEALTH OF PENNSYLVANIA
. ss.
COUNTY OF CUMBERLAND
I, Arthur D. Ott the Testator whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; and that I signed it willingly and
as my free and voluntary act for the purposes therein expressed.
~~ ~ ~~ ( SEAL )
Arthur D. Ott
Sworn to or affirmed and acknowledged
before me by ~IQTN~U,2 D OTT the
Testator, this ~1~ day of
L 19 9 9 . -'~TARl/-l Sflkl
. TIl~U M, t<ROp~~ t~obry Pt+biic
~/~Q/ ""~ lono, Cumberland Co., AA
_ otarv Public ~ ~"~ ~'+ar ~, sooo
COMMONWEALTH OF PENNSYLVANIA
. ss.
COUNTY OF CUMBERLAND
We , .S G lil C~'I--~- and ~'~"~,v11 ~ ~ ~' ~ ' ~~-! 1 S ,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw the Testator sign and execute the
instrument as his Last Will; that the Testator signed willingly
and executed it as his free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing
and sight of the Testator signed the Will as a witness; and that
to the best of our knowledge the Testator was at the time eighteen
(18) or more years of age and of sound mind and under no
constraint or undue influence.
Q
~~~
Sworn to or affirmed and subscribed to
before me by 07T and
~ N L ~S witnesses, this
Zb day of (, 1999.
. ~~ TM1Al SEAL
N t a ry Public Til1~iA M ~ HorarY Arc
S1rPF~b~ loro, Cumberland Co., M
A'h' C~rrrnfon Scpir+s May a, 2000
4
~Cttlement Statement U.S. Department of Housing
and Urban Development , r
OMB Approval No. 2502-0265
B. T of Loan
In FHA 2.^ FmHA 3. ®Conv. Unins
4n VA 5.^ Conv. Ins. 6. File Number
LOIS 214 7. Loan Number S. Mortgage Insurance Case Number
C. NOTE: This form is famished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "(p.o.c.)" were paid outside the closing; they aze shown here for informational purposes and are not included in the totals.
D. NAME OF BORROWER: George Lois and Aglaia G. Lois
ADDRESS OF BORROWER:76 Millers Gap Road, Enola, PA 17025-1009
E. NAME OF SELLER: Estate of Arthur D. Ott, by Stephen A. Ott, Executor
c/o Zullinger-Davis, PC
ADDRESS OF SELLER: 20 E. Bard Street, PO Box 40, Shippensburg, PA 17257-0040
F. NAME OF LENDER: Mid Penn Bank
ADDRESS OF LENDER: 17 N. 2nd Street, Harrisburg, PA 17101
G. PROPERTY 214 High Street
LOCATION: Shippensburg, PA 17257-1410
H. SETTLEMENT AGENT: NICHOLAS LAW OFFICES, P.C.
2215 FOREST HILLS DRIVE, SUITE 37, HARRISBURG, PA 171 12-1 099
PLACE OF SETTLEMENT: ,~,pgq STATE REALTY, 15 STATE AVE., SUITE 103, CARLISLE PA 17013
I. SETTLEMENT DATE:
J. SUM Y F BORROWER'S TRANSACTION I{. SUMMARY OF SELLER'S TRANSACTION
100. R SS D R M BORR WER 400.GROSS D TO SELLER
4
4
r ' ~t
120.GROSS AMOUNT DUE FROM BORROWER , 70,027.39 420.GROSS AMOUNT DUE TO SELLER ~ 67,261.71
200AMOUNTS PAID BY OR IN BEHALF OF BORROWER SOO.REDUCTIONS IN AMOUNT DUE TO SELLER
1 1' 14 0
4 m el
a f n 1
11
2p 509b
Adjustments for items un aid by seller Adjustments for items unpaid by seller
2 e t
n
4
to
219. to 519. to
220.TOTAL AMOUNTS PAID '
BY OR IN BEHALF OF BORROWER - 41,000.00 520•AMOUNT DUE SELLER / 5,365.61
300.CASH AT SETTLEMENT FROMlI'O BORROWER 600.CASH AT SETTLEMENT TO/FROM SELLER
301.Gross amount du from borrower line 120 2 601.Gross amount due to seller line 420 67 2 I.
0 . un / w r li 2 41 000.00 6 2 Le s reductions in amount due seller line 20 5 365.61
303.CASH ®From ^ To BORROWER ~ 29,027.39 603.CASH ®To ^ From SELLER / 61,896.10
PAGE 1 HUD-1 (3-86) RESPA, HB 4305.2
02001 Display 5yrtesm, Ins. (d63) 763-5355 - laser Censored
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT PAGE 2
L. Settlement Cha es
700. TOTAL BR ICER'S COM. b don rice % = Paid From Paid From
ivi ' f C I w • Borrower's Seller's
Funds At Funds At
Settlement Settlement
704. to
800. Items Pa able In Connection With Loan
0
0
t
t0 1
I
t0
900. Items Re aired B Lender To Be Paid lu Advance
902. M rt e I urance Pre ium f r m nths to
5. ears to
1000. Reserves De osited With Lender
1008. months er month
1009.
1100. Title Cha es
c94,F
v -
- t-_ -
v e• -
1112. to
lll3. to
1200. Government Recordin and Transfer Cbar es
0
20
1204. Assi ent of Rerds Recorder of Deeds 33.00
1205.
1300. Additional ettlement Cha es
t
1308. to
1309. to
1400. Total Settlement Charges (enter on lines 103, Section J and 502, SectionK) ~ 2,765.68 5,365.61
CERTIFICATION DATA /~/
carefully reviewed the HUD - 1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all ~e~p~0a1t0id
cements ade on my account or by me in this transaction. I further certify that I have re ived a copy of the HUD - 1 Settlement Statement.
Estate of ur D. Ott, by Stephen A. Ott, Executor
Borrower Seller
: Lois ^. S p n A. , Ex tutor
Borrower Seller
Agglaia G. Lois
The HUD-1 Settlement Stateme hich I have prepare is a true and accurate account of this transaction. I have caused the funds to be disbursed in accord-
ance with this statement. NICHOLAS LAW OFFICES, P.C.
Settlement Agent 1/6/2010 Date
WARNING: It is a crime Imowingly make false statements to the United States on this or any other similaz fomm. Penalties upon conviction can include a
fine and imprisonment For details see: Title 18 U.S. Code Section 1001 and Section 1010. LOIS 214
50O pS7
FROM:
Aushennan Bros Real Estate Inc
Tim Ausherman
229 North Second St
Chambersburg, Pa 17201
Telephone Number 717-2fi4~715 E:Q 202 Fax Number. 717-264973
T0:
Zullinger-Davis PC
20 East Burd St
Shippensburg , Pa 17257
Telephone Number. Fax Number:
AMemate Narrber. E-Mail:
INVOICE
7nrzoos
tntemal Order #:
Lender Case #:
Client FAe #:
Main Rk: # on farm:
Other FUe # on form:
Federal Tax M: 25-1552788
Empbyer l0:
Lender: Zullinger-Davis PC Client: Zullinger-Davis PC
Purchaser/Borrower. Estate of Arthur Ott
Property Address: 214 High Street
City: Shippensburg
County: Cumberland State: Pa Zip: 17257
Legal Desuiptlon: Deed Book Vol. 26S page 873
Appraisalfee 300.00
V1
1 1~ _ ! ,
a
~l
,~
~~
SUBTOTAL ~ 300.00
Chedr #: Date: Desaiption:
Check #: Date: Description:
Check#: Date: Descriptlon:
SUBTOTAL
TOTAL DUE $ 300.00
Form NIVS -'WinTOTAL' appraisal software by a la mode, inc. - t-fi00-ALAMODE
Ausherman Bros. Real Estate Inc.
SUMMARY OF SALIENT FEATURES
Subject Address 214 High Street
Legal Description Deed Book Vol. 26S page 873
Cdy Shippensburg
County Cumberland
State Pa
Lp Code 17257
Census Tract 0131.02
Map Reference 25420
Sale Price E Na
Date of Sale N/A
goROyypr Estate of Arthur Ott
Lender/Giant Zullinger-Davis PC
Sue (Square feet) 1,120
Price per Square Fact $ °
Location Average
Age 59
Condition Fair-avg
Total Rooms 5
Bedrooms 3
Baths 1
Appraiser Tim L Aushertnan GAA
Date of Appraised Vahre 2/11/2009
Opinion of Value E 56,000
form SSD2 -'WinTOTAL° appraisal soilware by a la mode, inc. -1-800-ALAMODE
Ausherman Bros. Real Estate Inc.
Borower(Cient Estate of ANnu Ott Fle No.
Pro Address 214 Hi h Street
C~ Shi nsb Cou Cumberland State Pa L Code 17257
Clerd Zulli r-Davis PC
APPRAISAL AND REPORT IDENTIFICATION
This Appraisal Repoli is lIIlfl of the following types:
^ Sett Contained (A written report prepared under Standards Rule 2-2(a) , persuantto the Scope nt 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)
^ Restricted 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 certity that, tm the best of my knowledge and clef:
- Vre statements of tact wntained in this report are true and correct
-The reported anatyses, opinions, and conclusions are lmded Doty by the reported assumptiars and limiting conditions and are my personal, irr~artial, and unhiased
professional anatyses, opirrions, and conclusions.
- I have no (or Vre specified) present or prospective interest in the property that is the subject of lies report and no (a Vre specified) personal interest with respect to Vre parties
imoNed.
- I have no bias with respect to the property that is the subject of this report or th the parties irnoNed with this assignmend.
- rtry engaganerd in ifds assignmerd was not confingerd upon developing or reporting predetermined results.
- my compensation for completing this assignment is not contingent upon Vie development or reporting of a predetermined value or direction in value that favors the cause of tiw
client, the amount of the vakre opinion, the attainment of a stipuhated resin, ar The occurrence of a subsequent event directly related to Ve intended use of this appraisal.
- my anatyses, opinions, and conclusions were devebped, and this report has been prepared, in corrtomtily with Vre Un'rfortn Standards of Professional Appraisal Practice.
- I have (or have not) made a personal inspection of the properly Vrat is the subject of Vris report. ~f more than one person signs this certification, the certification rx>,st cleady
speafy which individuals did and which individuals did not make a personal inspection of the a~raised property.)
- no one provided significard real property appraisal assistance to Vre person signing Vds certrfication. (If Vrere are exceptions, tle name of each individual providing significant
real property appraisal assistance oust be stated.)
Comments on Appraisal and Report Identification
Note any USPAP related issues requiring disclosure and any state mandated requirements:
ppp~SEg; SUPERVISORY APPRAISER (only if required):
Signatire: Signature:
Name: Tim L ~ Name:
Date Signed: July 08 2 Date Signed:
State Certificaton #: GA-000149L State Certification #:
or State License #: or State License #:
State: PA State:
Expiraton Date of Certification or License: 6/30/2011 Expiration Date of Certification or Ucense:
S~ervisory Appraiser inspection of Subject Property:
Effective Date of Appraisal: 5/19/2009 ^ Did Not ^ Exterior-only from stred ^ Interior and Exteror
Form 1006 -'WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE
Aushemran Bros. Real Estate Inc.
R~cinFN-rioi oPPRA1SA1_. SUMMARY REPORT ~ae~.:
. Pro Address: 214 H' Street C' :Shi ensbu State: Pa L Code: 17257
Cou :Cumberland L al Descri 'an: Deed Book Vol. 26S a e 873
Assessor's Paroel #: 36-33-1867-062A
Tax Year. 2009 R.E. Taxes: $ 971 Special Assessments: $ N/A Bonower applicable : Estate of Arttwr Ott
Current Owner of Record: Estate of Arthur Ott Occu arn: Owner Tenant ®Vacard ^ Marxdacttxed Housi
Pro' T PUD Condarlinitun C 've Other describe HOA: $ per ear er month
Markel Area Name: Sh' nsbu Map Reference: 25420 Census Tract: 0131.02
The se of this sisal is to d an 'nion ol: Market Value as defined , or otfla of valce describe
This re reflects the tolbwin value d not Current see comments : Current the Ins c8on Date is the Effective Date Retros dive ^ Pros ecflve
cfces deveb ed for this a sisal: Sales Co orison ch Cost ch Income roach See Reconci6afion Commens and S e of Wank
Pro lti Ms raised: Fee Si k ^ Leasehold Leased Fee ^ Other describe
Intended Use: The intended use is to settle the estate of Arthur Ott
kdended Usa s name or e : Estate of Arthur Ott
CieM: Zull' r-Davis PC Address: 20 East Burd St Shi ensbur Pa 17257
Appraiser. Tim L Ausherman GAA Address: 229 North Second Stree Cha mbersb PA 17201
Location: Urban Subtsban Rural
Built ~: ®Over 75% ^ 25-75% ^ Under 25% Predominant
~~' One-UnR Housing
PRICE AGE Presets Laird Use
One-Unit 20 % Change in Land Use
®Not Ukely
Growth rate: ^ Rapid ®STable ^ Slow ®Owner 95 $(000) (yrs) 2-4 Unit 40 % ^ Ukery * ^ In Process
Properly values: ^ Increasing ®Stabie ^ Declining ®Tenard 5 55 Low 10 Multi-Ural 40 % * To:
-- Demand/sigtpy: ^ Shortage ®In Balance ^ Ovcr Suppy ®Vacant (0-5%) 150 Fi h 160 Cornm'I %
Markeing flmle: Under 3 Mos. 3-6 Mos. Over 6 Mos. ^ Vacant >5% 80 Pied 75 %
Market Area Boundaries, Description, and Markel Condiflons (nt~ding support for the above characterisfics and trends): Bounded by Earf St to the west,
Shippensburg University to the north iCer9 St to the south and Britton Rd to the east Subject property is located lust outside the boro of
Shippensburg within Shippensburg Township. Area is a mix of primariN student housing. The area is within easy access to shopping and
empbyment in the Shippensburg area
Dimensions: 75 x 100 S'de Area: 7 500 S .Ft.
Zorirg Classification: Residential Descrpflon: Residenfial
Zorlin Co once: ®L al L al nonconfarmmli randfatlered ^ III al ^ No zoni
Are CCBRs appicable? Yes No Urdaawn Have the documents beat reviewed? Yes No Ground Rerd d appicable $ /
Highest & Best Use as improved: ®Preserd use, or ^ Other use (explain)
Actual Use as of Effectve Date: Residential use Use as appraised in tfms report Residential Use
Sunmary of Fghest 8 Best Use: Highest and best use presentN is a single famiN home.
Utflities Pubic Other ProvideUDescripgon
Bectricity ® ^
Gas ® ^
Water ® ^
Sanitary Sewer ® ^
Storm Sewer ® ^ OH-sifeknprovements Type Pubic Private
Street AsPhatt ® ^
Curh/Gutter concrete ® ^
Sidewalk concrete ® ^
Street Lights street ® ^
none ^ ^ Topography Level
Sae ical
Shape rectan ular
Drainage ode uate
Ylew Avera e
Olha site elemtsds: Inside Lol Comer Lot Cul de Sac Underground UtiHies ^ Other describe
FFMA c'I Fbod Hazard Area Yes Na FEMA Fbod Zone X FEMA Map # 42041 C0342E FEMA M Dale 3/16/2009
Stte Comments: Site is aeneralN level
GeneralDesaipdon
# of Units 1 ^ Acc.Unit ExterbrDesrxiptlon
Foundaion Block fair Foundation
Slab none Basement None
Area Sq. Ft 896 Heating Fha
Type Fha
# of Stories 2 Exttxior Wais vin a Crawl Space s % Fnished Fuel as
Type ®Del. ^ Att. ^ Roof Surface as hatt/a Basement rt Ceiing 'oists
Design (Style) ce e
® F~asgng ^ Proposed ^ Und.Cons.
Actual Age (Yrs.) 59 Gutters & Dwnspts. alum/a
wndaw Type Double Hu
StomNScreens s Sump Pump ®
Dampness ®
Settlement s Wais block
Roar concrete
Outside Entry no Codirg None
Central
Other
Effecflve A e rs. 35 Infestation None obs
ktterbr Descdpflar
Fbors Pine vin fair a
Wais /aster/av Appiances
Refrigaator ~
RangeJOven ~ Attic ®None
Stabs ^
Drop Stair ^ ArneNtles
Rreplace(s) # Woodstove(s) #
Patio None Car Storage ®None
Garage # of cars ( Tot.)
Attach. _
TrinVRnish wood/av Disposal ^ Scuttle ^ Deck deck Detach.
Bath Fbor Ca etla Dishwasher ^ Doorway ^ Porch Porch Bi: In
Bath Wainscot None FaNFbod ^ Fbor ^ Fence None Carport _
Doors wood/av Microwave ^ Heated ^ Pool None Driveway
~
Rrlished area above rode contains Washer ^
5 Roomis Fnished ^
3 Be
drooms 1 Baths 1 120 S uare Feet Surface none
of Gross Livin Area Above Grade
Additional features: Front porch wood deck in rear
Describe the condilion of the property (including physical, functional and ettemal obsolescence): Overall condition is fair- average, subject property has a
dampness problem in the basement, mold and or mildew like substance and should be tested by a qualified professional.
Capydght0 2007 bf' a b mode, inc.lhB farm maybe reproduced urmoWged without wrtten perm'ssion, howeva, a la mode, inc. must be aClawwledgea and raedaed.
m RESIDENTIAL Form GPRES2 -°WinTOTAL' appraisal software by a la mode, inc.-1-8(10-ALAMODE 3/2007
occ~nc~T~ei eaaRelcol Sl1MMARY REPORT ~.~~
• My research did did not reveal arty prior sales or transfers of the subject properly to the tlree years prior to the effective date of this appraisal.
Data Sources : Cumberland Cou Courthouse
1st Prior Stthjecl Sale/Transter Analysis of saWtransfer history and/or any current agreerrterd of sale.Nsting: The subject property has not transferred
Date: N/A within the past three years Comparables sales have not sold 12 months prior to wrrent sale.
- Price: N/A
Sources : CouMouse
2nd Prior Sub"ect Sal e/Transier
Date:
Price:
Sources
SALES COMPARISON APPROACH TO VAL
UE The Sales Comparison Ap ach was not developed fa this appraisal.
FEATURE SUBJECT COMPARABLE SALE # 1 COMPARABLE SALE # 2 COMPARABLE SALE # 3
Address 214 High Sleet
Shi nsbu Pa 17257
Pro>a to Sub' cl
`? 3 West Burd Street
Shi nsbu Pa 17257
0.38 miles SW 118 North Fayette St
Sh' nsbu Pa 17257
0.55 milPS SW 223 East Orange St
Sh' nsb Pa 17257
0.36 miles SE
Sale (trice _
$ nla $
' 53 000 ~ 65 000 ' __ 1S 79 900
Sale Pdce/GLA $ /s .ft. $ 3a.so Is .ft. s I .n.
$ 49.0 ~ .; s as.o2 is .ft
Data Sources
In action
MLs _
MLs _
MLS
Verification Sorsce s Courthouse Courthouse Courhouse Courthouse
VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION + - $ Ad'ust. DESCRIPTION + - $ Ad'ust. DESCRIPTION + - $ Ad'usl.
Sales or Rnancing
Concessions N/A
N/A Corn
No concess Conv
No concess Corn 106 DOM
No concess
Date of Same N/A 12/8/2008 5!29/2008 5/1/2009
R~ ised Fee Sim le Fee Sim le Fee Sim le Fee Sim le
Location Averse Avers a Averse Inferior
Sete 7 500 S .Ft. 2 432 S .Ft. +2 000 7500 9148 -1 000
View Averse Averse Averse Avers e
Deli ra e 2 st 2 st 2 st
Qua of Construltllon V'm a Frame +3 500 Alumna Asb sid/a
A e 59 98 100+_ 109+-
Condition Fair-a Fair-a Avers a -4 000 Averse ~ 000
Above Grade Trial Bdrms Baths Total Bdnns Baths Trial Bdrms Baths Total Bdmrs Baths
Room Count 5 3 1 8 4 1 6 3 1 5 3 1.5 -2 000
Gross Living Area 1 120 5 .ft. 1 532 5 .ft. -6 180 1 325 5 .ft. -3 075 1 630 5 .ft. -7 650
Basemerd & RNshed
Rooms Bebw Grade Basement
0 Basement
UnTmished Basement
0 Basement
Unfinished
Functional U61' Averse Averse Averse Avers e
Heati Cooi Fha/none Fha/none Fha/none Fha/none
Ener Efficierd ftems sw None sw Sw
Gar eJCarport None None 1 car -3 000 2 car -8 000
Padr/PatielDeck Porch deck Porch +1 000 Porch +1 000 Porches
Kitchen Std Kitchen Std Krtchen Std Kitchen Std Kdchen
Fr laces None None None None
Other None None None None
Net Ad' strnem Oral u_°':'
Adjusted Sale Price
of CamparaMes . s... ~
Summary of Sales Comparison Approach
subject properly + - $ 320 ^ + ®- $ -9 075 ^ + - $ -22 650
T ~.
~ % ~t~ ~~ -~.rX
$ 53 32t? ~ Gr .Ufe'~ % S 55 925 ' 6 ~ 28.3 ``' $ 57 250
Comparable sales are homes that are in need of repair and would appeal to a similar market as the
Indicated Value by Sales Cemt>erison AoDroalit $ 56.000
copyriddo 2007 by a b mode, inc. ThB farm may be reproduced unmodified wiewut wd0en permission, however, a la made, inc. must be aciapwiedgeo aml credaed.
m RE51 DENTIAL Form GPRES2 -'NfinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE X2007
olcettnGtir~e~ eaaRelSO1 Sl1MMARY REPORT ~~-:
^ mow. r r.. .
COST APPROACH TO VALUE deveb The Cost roach was not developed for this a sisal.
Provide ad ate idormation for re 'agar of the fdbvdn cost res and calwlations.
Support for the opinion d site value (summary d wmparable land sales a other megrods for estimating site value): The cost approach is not applicable for this
property due to the age and condttion of the improvements.
ESTIMATED REPRODUCTION OR REPLACEMENT COST NEW OPINION OF S(fE VALUE--__---------_.-----_--_-------_ =S
Source of cost data:
Quay rag from cost service: Eflecgve date d cost data:
Comrtrerds on Cost Approach (gross living area tabulations, depreciation, etc.): DWELLING S .R. @ S --_-- =S
.R. @ S _---- =S
S .R. @ S -- =S
S .R. @ S ----.- =S
S .R. @ E ...... =S
-_ =a
_ =a
Gara e/C S .R. @ E
Total Estimate of Cost-New -- =S
Less ical Functional External
De reciation =S
rociatetl Cost d Improvemeds -.-_.__------------------------------- =S
"As-is" Vabe d She I rovemeds -----------------------------------...-.---- =S
=S
=S
Estimated Remairing Economic Life rf aired : Years BIDICATED VALUE BY COST APPROACH -------_-_-...-...---_----------_- =S
INCOME APPROACH TO VALUE K deveb The Income roach was nd devdp fa this appraisal.
Esgmatetl M Market Rent Z N/A X Gross Ren( Mufti is N/A = S NIA bdkxted Value Yrwnle eh
Summary of Income Approach (including support for market rent and GRM):
PROJECT INFORMATION FOR PUDs kabb The Subject is part d a Planned Unit Devebpmad.
al Name d Pro'
Describe corrsnal elements and reaeational facitt8es:
Indkatad Value b . Sales Corn roach S 56 000 Cost Cd develo ) S N/A Income (N deve ) S N/A
final Reconciliation Emphasis was placed on the sales comparison approach to value which is best reflective of market value. Cost approach
approach was not developed due to aqe of the subject Properly and amount of depreciation that has taken place. Income approach was
devebped and provides additional support for the indication of value illustrated in the sales comparison approach.
This appraisal is made ®"as is", ^ subject to complegon per plans and specifications on the basis d a Hypothetical Condigon that the improvements have been
`. completed, ^ subjed to the iottowbg repairs ar alterations an the basis of a Hypothetical Condition that the repairs or alterations have been completed, ^ subjed to
the fottowing required inspection based on the Extraordinary Assumption That lte condition or deficiency does not require alteration or repair.
This art is also sub-ed to othar 'cal Condilions and/or Exbaordina Ass tiorw ass 'rfied in the attached addenda.
Based on the degree of inepectlon of the subject property, as indicated blow, defined Scope of Work, Sfalement of Aseumptlons and Limiting Canditlons,
and Appraiser's Certlficatlgns, my (our) Opinon of the Madcet Value (a other specified value type), as defined frerein, of the real propdiy that is the subject
of this report ia: S 58,000 , as of: 5/19/2009 ,which is the eBectlve date of this appraisal.
N indicated above, this Opinion of Value ie subject to Hypothetlc~ Condtttons and/or Extraordinary Assumptkns included in this report. See attached addenda.
A true and complete copy of tlds report cordains _ pages, including exhibits which are considered an irdegral part of the repel. This appraisal report may not be
Properly understoal wigwut reference b the idortnation contained in the complete report.
Attached 5dribits:
^ Scope of Work ^ Limiting CondJCertrfications ^ Narragve Addendum ^ Photograph Addenda ^ Sketch Addendum
^ Map Addenda ^ Additional Sales ^ Cost Addendum ^ Fbotl Addendum ^ Manuf. House Addendum
'cal Conditions Extraadina Ass 'ohs ^
Client CordacT: Client Name: Zullinger-Davis PC
E-Mail: Address: 20 East Burd St Shi nsbu Pa 17257
APPRAISER
Apprals I
Real Estate Inc
Comparry: Aus rman Bros SUPERVISORY APPRAISER (if required)
or CO-APPRAISER (if applicable)
Supervisory or
Co-Appraiser Name:
Comparry: i
.
Phone: (7171264715 ~Q02 Fax: (717) 264-4973
a net
E-Mail: tima
r@ Phone: Fax:
E-Mail:
pp
P
Date of Report (Signature): July 08, 2009
License or Gertificagan #: GA-000149L State: PA
nation:
Desi Date of Report (Signat~xe):
License ar Cerification #: nth:
Designation:
g
Expiration Date d License or Certification: 6/30/2011
Irupection of Subject: ®Irrtedor 8 Exterior ^ Exterior Onty ^ None
Date of Inspection: 2/11/2009 Expiration Date d License or Certification:
Inspection of Subject: ^ Intedor & Extedor ^ Ezteda Onty ^ None
Date of Ins ction:
m R E S I DE NTIAL CapjjrphtO 21107 by a m mode, nc Ths form may he repmMCed umnoNriea vmnmtt vrtmen permssxm, however, a w moue, nc. mua oe awumwvw d~ W aneu.
Forth GPRES2 -'WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE ~ZU07
Subject Interior Photo Page
Bortower/Giant Estate of Arthur Ott
Pro Address 214 Hi h Street
C Sh' sb Cou Cumberland State Pa L Code 17257
Climt Zulli er-Davis PC
Mold & or mildew
214 High Street
Sales Price n/a
Gross Living Area 1,120
ToGV Rooms 5
Total Bedrooms 3
Total Bathrooms 1
Location Average
View Average
Site 7,500 Sq.Ft
Oual'Ity Vinyllavg
Age 59
Mold & or mildew
Farm PIC3x5.S1- "WinTOTAL' appraisal sollware by a la mode, inc. -1-80QALAMODE
Subject Photo Page
BarowerlCient Estate of Arthur Ott
Pro Address 214 Hi h Street
C' Sh' nsb Co Cumberland State Pa Z Code 17257
C6~t Zullbr er-Davis PC
Subject Front
214 High Street
Saks Price n/a
Gross B~eking Area
Age 59
Subject Rear
Subject Street
Form PIC3x5.SC - °WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE
Comparable Photo Page
Borrower/CfeM Estate of Arthur Ott
Pro Address 214 Hi h Street
C' Sh' nsb Cou Cumberland State Pa Z Code 17257
Gent Zullin r-Davis PC
Comparable 1
3 West Burd Street
Sales Price 53,000
Grass Building Area
Age 98
Comparable 2
118 North Fayette St
Sales Price 85,000
Gross Building Area
Age 100+-
Comparable 3
223 East Orange St
Sales Price 79,900
Grass Building Area
Age 109+-
Form PIC3x5.CC -'WinTOTAL' appraisal sottware by a la mode, inc. -1-80o-ALAMODE
Location Map
Borrower/Giant Estate of Arthur Ott
Pro Address 214 Hi h Street
C' Shi nsb C Cumberland State Pa D Code 17257
Client Zullin er-Davis PC
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Form MAP.LOC - °WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE
Building Sketch
Bortow~/Cfetd Estate of Arthur Ott
Pro Address 214 H' h Street
C' Shi nsbu Cou Cumberland State Pa L Code 17257
Gerd Zullin er-Davis PC
ts.a t2.o•
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Building Sketch
Borrower/Gent Estate of Arthur Ott
Pro Address 214 Hi h Street
C' Shi nsbu Cou Cumberland State Pa L Code 17257
Client Zullin er-Davis PC
Code AREA CALCULATIONS SUMMARY
~Pdo^ Sate Nat Totals
GI,hl Firet Floor 832.00 832.00
GL112 Second Floor 280.00 280.00
P/P Porch 120.00
porch 30.00 150.00
TOTAL LIVABLE (rounded) 1112
LIVING AREA BREAKDOWN
9eakdown Subtotals
Firet Floor
2~.0 : 28.0 fi72.00
10.0 z 16.0 160.00
Second Floor
10.0 z 28.0 230.00
3 Calculations Total (rounded) 1112
First Floor GLA1 Porch P/P
za.o : ze.o = fin.oa la.o x lz.o = lzo.oo
10.0 x 16.0 = 160.00
Area total (rounded) = 832 Area total (rounded) = 120
Porch P/P Second Floor GLA2
5.0 x 6.0 = 30.00 10.0 z 28.0 = 280.00
Area total (rounded) = 30 Area total (rounded) = 280
frorm SIR.BIdSkI - ^WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE
OxRS~rowlvBaNx
A Tradition of Excellence
77 East King Street
Shippensburg, PA 17257
January, 6 2010
Zullinger-Davis
Hamiliton Davis
PO Box 40
Shippensburg PA 17257
Attention: Hamiliton Davis
Shirley Wescott
Orrstown Bank
PO BOX 250
Shippensburg, Pa 17257
Phone 717.530.2515
Re: Estate of: Auhur D Ott
SS # 186 24 8410
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKING ACCO UNT
Account # Title of Account
619590 Arthur D Ott
Elvelyn R Ott
Date opened
6/28/85
Principal Accrued Interest DOD Bal
5947.60 .03 $5947.63
SAVINGS
Account # Title of Account
734411 Arthur D Ott
Elvelyn R Ott
Best egards,
~~~
Shirley Wescott
Receptionist
Date Opened
7/07/09
Principal Accrued Interest DOD Bal
307.30 .06 307.36