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04-0570
PETITION FOR PROBATE and GRANT OF LETTERS Estate of HAZELA. CLINE No. also known as . To: late of Dickinson Township, Cumberland Register of Wills for the County, Pennsylvania , Deceased. County of Cumberland in the Social Security No. 201-10-9570 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ors named in the last will of the above decedent, dated February 3, , 19.71 and codicil(s) dated n/a (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland ~ . C~ount¥~P.ennsylvania, with her last family or principal residence at 38 Half Mile Drive, ~Jarcmers, I~A 173z4 (list street, number and muncipality) Decendent, then. 83, years of age, died June 2 19.2004 at Carlisle, Cumberlano County, Pennsylvania ' " Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was noi the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) Alt personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania situated as follows: '~g ~ ~."~1[_~'~4..~.~~$ I 0 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will ~d codicil(s) presented herewith and the grant of letters..testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ~' ~ '~ Vonnie C. Baer Connie C. Yingst / fi' .... = 66 Encks Mill Road, Carlisle, PA 17013 308 North Baltimore Avenu~ ~ '= , Mr. Holly Springs, PA 17065 Gerald W Cline 1145 Myerstown Road Gardners; PA ]7_qP4 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correc~ to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed c~~ before me this ~- i~t-~. day of ~ Vfllnnie C. Baer oZ' .~ne,' 2004 ~l~ Gerald W. Cl±ne No..Zt- 04-5'"t0 ' Estate of HAZEL A. CLINE , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW June ~'-1 ,2004 ~., in consideration of the Petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 3, 1971 described therein be admitted to probate and filed of record as the last will of and Letters testamentary are hereby granted to Vounie C. Baer, Connie C. Yingst and Gerald W. Cline FEES Probate, Letters, Etc .......... $ o~,_~, oG James D. Flower, Jr., Esquire #27742 Short Certificates(3) .......... $ q. oO ATI~ORNEY (Sup. Ct. I.D. No.) · ' ' - ~. · · $ .-~,~l~L_ 26 West High Street, Carlisle, PA 17013 ~ $ t t3 · ¢"/~, ADDRESS TOTAL ~ $ ~'7. ~ g Filed . .(xq. :..l.'.'/.-: .~..o...c~. .................. 717-243-6222 PHONE t hi, is to certify that the information here given is correctly copied from an original certificate of death dul~ I'ik.:l 1,o(:al Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filling. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~ Local Regislrar JUN :3 200 No. ~ Dine COMMONW~L~ OF PENNSYLVANIA · DEPAR~ENT OF H~L~ · VITAL RECORDS CERTIFICATE OF DEATH KIND ~ BUSI~SS I IN~STRY ~AS ~CE~ E~R IN I ~NT'S E~TI~ I MARITAL STATUS - Ma~, ~k G~rtrud~ P~t~rs ~.I145 ~crstown r~. Gardncrs~ PA ~7324 (S~T~} /~ _ ~ / ~ ~ ] LICENSE NUMBER (~, . Y~) TIME ~ D~TH ' ~OATE PR~ED~D(M~ D~ Yeeq 2~. LAST I~IILL AND 'rESTA~ENT OF IiAZEL A. CLINE I, tlAZEL A. CLINE, of Dickinson Township, Cumberland County, Pennsylvania, declare this instrument to by my Last ~.7ill and Testament, in manner and form following: 1. I hereby exoressly revoke all Wills and Codicils hereto- fore made by me. 2. I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. Should my husband, Russell W. Cline, s-nrviv~me for~a period of thirty days following my death, I devise and bequeath the remainder of my estate to Russell W. Ctine. 4. Should my husband, Russell W. Cline, predecea~ge me or die on or before the thirtieth day following my death, I devise and bequeath the remainder of my estate to my issue living on the thirty-first day following my death, per stirpes. 5. I nominate and appoint Cumberland County National Bank and Trust Company, ~'~ount Holly Sprin~'~s, Pennsylvania, Corporate Trustee of the share of any beneficiary who may be a minor. The income and/or principal of said trust may be accumulated or ex- pended for the maintenance, education and support of such beneficiary as my trustee in its sole discretion may determine; and my trustee, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly without the intervention of a guardian or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the trustee to supervise or inquire into the application of the funds by any person to whom any payment is so made. The balance of such income and/or principal shall be paid to such beneficiary upon reaching majority, or to such beneficiary's estate ~.n the event of death prior thereto. 6. I nominate and appoint my husband, Russell W. Cline, as Executor of this my Last Will and Testament; and as substitute Executors I nominate and appoint my children, Gerald ~,~. Cline, 'Connie C. Yingst, and Vonnie C. Baer. 7. I direct that my personal representative and trustee, as well as their successors, shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~'~ day of ~~, 1971 ~ / .~ ," /'~ ,,. . . zelA. Cline Signed, sealed, published and declared by the above named Testatrix, Hazel A. Cline, as and for her Last Uill and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~ ~ ~/~ CERTIFICATION OF NOTICE UNDER RULE Name of Decedent: HAZEL A. CLINE Date of Death: June 2, 2004 Estate No.: 21 - 04 - 0570 To the Register: I certify that notice of the beneficial interest estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 23, 2004. Vonnie L. Baer 66 Encks Mill Road, Carlisle, PA 17013 Connie L. Yingst 308 North Baltimore Avenue, Mt. Holly Springs, PA 17065 Gerald W. Cline 1145 Myerstown Road, Gardners, PA 17324 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: July 23, 2004 -- \IDIS, SHUFF, FLOWER & LINEI~AY c~ ; .~ Name James D. Flower, Jr. ~" ": Add 26 West High St ,~.~ .., ~ ress reet ~.. ~ Carlisle, PA 17013 ~o Telephone (717) 243-6222 Capacity: Personal Representative x Counsel for Personal Representative REV-1162 EX(11-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEP-r. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004332 FLOWER JAMES D JR 26 WEST HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $4,473.10 ESTATE INFORMATION: SSN: 201-10-9570 FILE NUMBER: 2104-0570 DECEDENT NAME: CLINE HAZEL A DATE OF PAYMENT: 09/01/2004 POSTMARK DATE: 09/01/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/02/2004 TOTAL AMOUNT PAID' $4,473.10 REMARKS: CLINE GERALD CHECK//3903 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF REV-1500 PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN E,LE NUMBER HARRISBURG PA171280601 RESIDENT DECEDENT g.,, ........ ~ ~ "~;''E;- }ECEDENTS NAME (LAST FIRST AND MIDDLE IN TAL:, SOCIAL SECURITY NUMBER p- 201 l0 - 9570 Z CLIME. HAZI£L A. LJ 6-02-04 ]0~-._6-=1 REGISTER OF WILLS (-~ SOCIAL SECURITY NUMBER ~ ~ [~ ~ Fezeral Estate Tax Return Required ~. E~9 Liiga:icnProce~dsReceived~ ~'£, S¢ousa!PoverlyOredil .................... 'ISland "s E~ 11Electi°nt°taxunoerSec 9113(A'a"tacn NAME 26 'West Iligh Stieet. Carlisle, James D Ftov~er, Jr., Esquire ;al is. S u~l;lower& indsa) i TELEPHONE NUMBER ['A ]7013 o 7 t 7-243-6222 i RealEs/ale(Sched~qeAI {1 135.000.00 ~6: 8.823.68 0 B < _J (?~ 0.00 F ,¢~ 147.842.67 r.3 /9~15.867.45 -~ 104.13148 × o 4.5 ,d, 4,685.9] 0 D 0.00 x 12 :~ 0.00 × 1s :~s, 0 © 0 < - > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: I--STREET~DDRESS 38 ]lalfMile Drive r CITY Oardners ISTATE PA i ZIP 17324 Tax Payments and Credits: ! Tax Due (Page 1 Line 19) il, 4.685.91 2 Credits/Payments A Spousal Poverty Credit B Prior Payments 4.473.10 C Dmcount To,al Credits (A+ B + C ) (2) 4,(}96.76 3 Interest/Penalty if applicab!e Tote n e es ,'Penalty ( D + E ) (3: 0.00 4 If Line2[sgreaterlnanLinel+Line3 enter tne difference This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4, ]0.85 5 If Line ! + Line 3 is greater than Line 2 enter the difference This is the TAX DUE. (5) 0.00 A Enter the interest on the tax due, {5Al 0.00 B Enter the total of Line 5 + 5A This is the BALANCE DUE. {~13~ 0.00 /vlake Check Payable to: REGISTER OF I4'ILLS, ,4GEAT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ! Did decegent make a transfer and Yes No a retain the use or ncome of he propert~ transferrec; b retain the right to designate whc shal use the property transferreq or its ~ncome; c re aina reversionary interest; or [] d receive the promme fo' lite of either paymenls benefits or care? [] [] 2 If death occurred after December 12 1982 did deceden ansfer Dropert~ within one year of death without receiving adequate consideration? 3 Did decedent own an 'in trust for'c~ayable upon deatr, bank account or securrty at his or her death?__-- 4 Did decedent own an Individuat Retirement Account annu y or o her non-nrobate 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. S,I~GN,~JiJRE OF PERSONtR2PONS/~.~-E FOR FILING RETURN DATE ADDRESS 66 Encks tX'Iii] Road. Carlisle, PA 17013 G¢~[TURE OF PREPARER OTHER T~AN REPRESENTATIVE DATE '~"e~t High Street. Carlisle. PA 170~/3 Far dates of death on or after July' 1. 1994 and Be o e January 1 995 he ax rate imposed on the net value of transfers 1o or to the use of the SUWlWn9 spouse ~s 3% [72PS §9!16{a)(' 1)(I)] For dates of death On or after January ! 1995 the tax rate imposed on the net value cf transfers to or for the use of the surwvmg spouse is 3% [72 P S §9! 16 :al :'.1 ': (i) The statute does nat exemp~a transfer tca surviving spouse from ;ax and the statutor~ requtrements for disclosure of assets and filing a tax return are sti!l apphcabie even the survMng spouse is he only benefie;aw For dates of death on or after July 1 2000 The tax rate imposed or the net vaiue of transfers from a ~ezeased child twenly-ane years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0% [72 RS §9116;a)(1.2)] The tax rate imposed on the net value of transfers ~o or for the use of the decedent s lineal beneficiaries is 4 5~/except as noted in 72 RS §9116(I 2) [72 RS §81151a,, i:,] Tnetaxrate~moosedonthenetvalueof!ransfe%t°°rf°rt~euse°fthedecedent'ssiblingsis 2% [72PS §g~16:a~(13!] Asiblin9isdefined under Section 9102 as an ,%~vidua. who has a; least one uarent in co:man with the decedent whether by blood or adopbon ~ SCHEDULE A OO'¢]!,tON',NEALTH O: 9ENNSYLgAN A REAL ESTATE NfiERI-ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Hazel A. Cline 21-04-0570 A:I real property owned solely or as a tenant in common must be reported at fair market value Fair marke~ value is defined as the price a( which properly would be excnangec between a willing buyer and a willing seller, neither being compelled to buy or sell both having reasonable knowledge of the relevant facts Real property whi2h is jointly-owned with nght of survivorShl9 must be disclosed on Schedule F ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH I adI that certain tract of' land situate in Dickinson Township, Cumberland Counb' S 135.000.00 ?ennsylvania. more particularly known as 38 Half Mile Drive. Gardners. Pennsylvania. See attached appraisal. -OTAL (A!so enter on line 1 Recapitulation) ~ [ ;R,O00 O0 (If more space is neeaed insert additional sheets of the same size) '~'"'~'~;~' SCHEDULE E SOMMOt, WEALTH O; PENNSYLYANIA CASH, BANK DEPOSITS, & MISC. RES~DEN~ ~EO~_DENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Cline, Hazel A. 21-04-0570 ITEM VALUE AT DATE NUMBER DESCRIPTrON OF DEATH 1 Personal proper9~. See attached Appraisal fl'om DeHar's At ction Service 32,798.00 ~.. 'roration of Counts. Taxes from 08'] 1/04 to 1231 '04 Sec attach ed HUD- ] 9oc ~ ._,4' 3. Proration of School Taxes from 08'1I/'04 to 0630/05. See attached HUD-1 1,127.65 4. 5. 6. 7. 8. TOTAL (AJso enter on line 5, Recap[tulaBon) $ 42) 18.99 (If more space is needed insert additional sheets of the same s~ze) .... .......... :'"~ SCHEDULE F COMMONWEALTH OF P~NNSYLVANiA JOINTLY-OWNED PROPERTY iNHERITANCE TAX RETURN RES DEN DECEDENT ESTATE OF FILE NUMBER HazeI A. Cline 21-04-0570 I* an asset was made joint within one year of the decedent s date of death, it must be reported on Schedule G ~ Gerald W. Cline . Road. Gardners. PennssIvania 17324 Son C JOiNTLY-OWNED PROPERTY: 34-01- Checking Account Number 5140182494. PNE Bank. $17,647.36 50% $8,823.68 1963 See attached le[ter 8,823 ~ SCHEDULE H FUNERAL EXPENSES & INdERIT^N~E TAX RETilRN I ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Hazel A. Cline 21-04-0570 ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: ~ Hollinger Funera] Home & Cremator). Inc. See attached invoice $9,326.82 ADMINISTRATIVE COSTS Attorne! Fees]Saidis, Shuft-. Flo,,,.er & Lindsa,,. ,l 4,390.00 Pr0ba:e Fees O~7'(]0 Cumberland Law Journal. AdveiXising Estate Notice 75,00 The Sentinel, Advertising Estate Notice 122.63 t.arD W. Slusser. Real Estate Appraisat. Sec attached copy 25000 DeHart's Auction SeN'ice. Sale of Public Propcrt_x. See anached cop~ 15000 Register of ~.k ills, I:ilc Inheritance Tax Return ]5.00 CONT[NI;ED ON ATTACHED SHEE'I TOTAL (AIs$ enter on line 9 Recapitulatom SCHEDULE H - CONTINUED FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER HAZEL A. CLINE 21-04-0570 ITEM NUMBER DESCRIPTION AMOUNT Settlement Charges to Seller for sale of real estate located at 38 Half Mile Drive, Gardners, Pennsylvania 17324. See attached HUD-1. Recorder of Deeds, 1% Transfer Tax $ 1,250.00 PNC Bank, Mortgage Satisfaction 27.00 Notary Fees 4.00 TOTAL $15,867.45 !:'~-¢~-.,,~ SCHEDULE % s,~.~o~,,~E~_~ or ~EN~S~L¥~,~, DEBTS OF DECEDENT. INHERITANCE TAX RETURN ~S'~' ~:~: MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER l taze] A Cline 21-04-0570 [ncluoe unreimD~rse~ medioal expenses ITEM NUMBER DESGRIPTION AMOUNT I %'est Shore EMS. Ambulance Transportation 126.06 2. Ando~a Radiolog> Associates. PC - Medical Services 10.40 3. RPC Assoc.'Walnut Bottom Road - Medical Services 1~ 5.84 4. Carlisle Cardiolog5 Associates - Medical Services _44~ ~ 5 Carlisle Regional Medical Ceoter- Medical Services 87600 6 PNC Ba~c Line of Credit, June Interest, cop> a~ached 71.88 7, Agwa> Energ5 Products. June Budget Pa>merit for fuel oil 90.00 8 ~rint -June phone bill 29.04 9. MergEd, Electrical Account 06,04 - 0702 ~*~.7_"~ ~ 10. Met-Ed. Electrical Account 05'05 - 06'03 ~6._~ % 11. Carolyn R. McQuilIen. 'I ax Collector, 2004-2005 School Real Estate Taxes 1.270.36 12. Comcast Cable BiI1 42.41 13 Radoog5 -MedicalServiccs 1040 14. Agx~ ay 13.74 15. Blue Mom]tam Anesti]esia - Medical Services 1.75 16. Sprint 50.24 17 X4et-Ed. Elecu'ical Account 3626 18. BMC - Medical Services 45.14 19. ISpring Road Pamil> Practice - Medical Services 38.92 20. 'Sprint 25.09 21. Central Penn Medical Group - Medical Serxices 29.20 ~ BMC - Medical Services 34,57 23. Met-Ed, Elecwical Account from 08/05 - 0822 I7.79 24. BMC - Medical Services 130.86 25 Spring Road Family Practice - Medical Services 43.22 26. Colorecta! Center- Medical Services 696 ~ Payoff of First Mo~a~e Loan ~4 ~' *~ TOTAL Aiso es e on ine 10 RecaDitula ion:, ~ 27.843.74 ,:lfmoresDaceisneeded insert additional sheetsoCthesamesize) SCHEDULE J ~,~,~N',~E~,: ~, oF ~_~^~,,~ BENEFICIARIES tNHERIT,~ NC£ TAX RETURN ESTATE OF :ILE NUMBER NUMBER NAME AND ADDRESS OF RERSONfS) RECErVING PROPERTY i TAXABLE DISTRIBUTrORS (include outrJghl spousa; distdbutJonsi Vonnie L. Baer 66 Encks Mill Road Carlisle, Pennsylvania 170 ~ 3 2onnie L. Yingst Daughter 1,3 Res. Estate 30d North Baltimore Avenue IMt. Holl.x Springs, Pennsyh'ania 17065 Gerald, W. CJinc 1145 Myerstown Road Son I,'3 Res. Estate rGardners. Pennsylvania 17324 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE, ON REV 1500 DOVER SHEET [I NON-TAXABLE DISTRIBUT!ONS g SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WB!CR AN ELECTION TO TAX IS NOT BE!NG MADE B SHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART !1 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE !3 OF REV 1530 C3VBR SHEET $ (if more space ts needed inser, aodi:ional sheets of the same s;ze~ ©©P¥ APPRAISAL OF REAL PROPERTY LOCATED AT: 38 Half-Mile Drive Dickinson Township, Cumberland County Gardners, Pennsylvania 17324 Estate of Hazel A, Cline c/o Flower Flower and Lindsay 26 West High Street, Carlisle, Pennsylvania 17013 AS OF: June 2, 2004 APPRAISAL OF REAL PROPERTY LOCATED AT: 38 Half-Mile Drive Dickinson Township, Cumberland County Gardners, Pennsylvania 17324 Estate of Hazel A Cline c/o Flower Flower and Lindsay 26 West High Street, Carlisle, Pennsylvania 17013 AS OF: June 2, 2004 BY: Larry W. Slusser Cedified Residential Appraiser 139 West High Street Carlisle, Pennsylvania 17013 Form GA1 -- "TOTAL for Windows" appraisal soltware by a in mode, inc -- 1-80O-ALAMODE SUMMARY OF SALIENT FEATURES Subject Address 38 Half-Mile Drive Legal Descnpdon Deed Book 20-D-799 and Deed Book 23-A-945 City Gardners County Cumberland State PA Zip 0ode 17324 Ce~lsus ]'Fact 324040127.98 Map Reference Tax Map 40-2650 Sale Pdce $ nta Date of Sale n/a Borrower/Client Estate of Hazel A. Cline Lender n/a Size (Square Feet) 1,244 Pdce per Square Foot $ Location Average-Rural Age 42 Years 0ondition Average fetal Rooms 5 Bedrooms 3 Bat~s 1,5 Appraiser Larry W, Slusser, Certified Residential Appraiser Date of Appraised Value June 2, 2004 Final Esgmate of Value $ 135,000.00 Form SSD -- "TOTAL for Windows" appraisal software by a la mode, inc. -- 1-800-ALAMODE CLINE ESTATE UNIFORM RESIDENTIAL APPRAISAL REPORT PileNo~ 06-09-04 Address 38 Half-Mile Drive Cib/Gardners St~,te PA Zip Code 17324 Deed Book 20-D-799 add Deed Book 23-A-945 Couni~ Cumberland Assessor's Pazcel No 08-40-2650-022 Tax Year 03-04 R.E. faxes $1,462 87 Special Assessments $_ 000 Borrower n/a _~ Current Owner Hazel A CJJne Occopanh F1 Owner F I Tenant ~:] Vacant I Leasehold Project Type J~ PUD ~'i Condominium ¢tUD/VA only) HOA $ n/a /Mo ~ject Name Dickinson Township Map Reference Tax Map 40-2650 Census Tract 3240-0127.98 n/a Date of Sale n/a DescdCan and $ anrouM et lean chaldeS/concessJons lo be paid bv seller n/a Client Estate of Hazel A. Cline Address c/o Flower Flower and Lindsay, 26 West High Street, Carlisle,, Pa 17013 Lar~ W. Slusser, Oertified Appraiser Address 139 West High Street, Carlisle, Pennsylvania 17013 Location ! U,ban ~ Suburban IX Rural Predominant J pS~cg~efamilyhau~th~g Present anduse% Land use change Built up ~ Over 759`° ~ 25 75% ~ Under 259'0 $(000) (yrs) One family 60 / [~ Not likely r-~ Likely Gmw[h rate Z~ Rapid ~ StaPle E'~ Slow ~ Owner / 5~0 Low .Ne~w 2 4 family ~1~ 1 I J ID process Property values ~j increasing ,~ Stable !~ Declining I:1 Tenant ~ ~75__ ~10~+_. MulU-family O~ To: n/a Demand/supply J~ Shortage ~ In balance Over supply ij'"] Vacant (0-5%) ~ ;;~¢~edomina~lt~: ;~ Commercial 04 .~ J--] Under3 mos. ~ 3 6mos Ir--~l Over 6 mos I Ii Vac £o_ver 5%~J 110-150 lO-50]Agdculthral Neighborhood boundanes and characteristics: The subject neighborhood is bounded on the North by Pine Grove Rd. & Pine School Rd., on the ¢ Dickinson & South Middleton Twp boundary, on the South b~ Adams and Cumberland Co. boundary, and West by Route 34. -- Factors that affect the marketabiliiy of the proposes in the neighborhood (proximity to employment and amortizes, employment stability, ~peal to market, otc ): is located 9 miles south of Carlisle and 3 miles south of Mount Holly Springs in a country setting. This is a pleasant rural community of well maintained homes, Schools, shopping, emj~loyment recreation and houses of worship are all within a 5-20 minute dbving time of the subject property. Average property maintenance programs were observed. Employment stability is good due to the State C_apilol in Harrisburg, the Army _Supply Depot in New Cumberland, and the Naval Supply Depot in Mechanicsburg. Steady price increases and MLS statistics show a good demand for the area. There were no apparent adverse factors observed within the b~hborhood. M~ket condiBons in the subject neighborhood (including support for the above conclusions related to the t~end of property values, demand/supply, and makgJng time -- such as data on competitive properties for sale in the neighborhood, descBptian of the prevalence of sales and tinanc ng concessions otc): tax records and MLS statistics show prices to be increasing. The MLS shows that the typical market[hq time for the area is three to six months. Mortgage funds are readily available with conventional loans being 5 875% to 6.5% interest, fixed 30 y_ear. 95% mortgage with~ Sellers are not required to offer sales or financing concessions, but some seller assistance is occurring. Project Information for PUDs (it applicable)-- is the developedbuiider in conboi of the Rome Owners' Association (HOAr? ~] Yes I~ No n/a Approximate total number of units in the subject proiect n/a Approximate total number of units for sale in the subject project n/a Deschbe common elements and recreational facilities: n/a Dimensions See 2 deeds attached to this repod. Topography Rolling Site area 0.72 Acre (taken from real estate tax assessment} Comer Lot ~ Yes ~ No Size A_v_erage for neighborhood Specific zoning claxsificahon and description MDR-O Medium Density Residential - Office Shape Rectangular Zoning compriance ~ Legal _J Legal oanconforming (Grandfathered use) [ ; Illegal ~ J No zoning Drainage Adequate as Lin_proved: ~ P esent use ~--J Other use (explain) n/a ~ew Good-Rural Utilities Public Other IOff-sitelmprovements Type Public Pdvatl Landscaping Average for nei~ghborhood Electhcity ~ Overhead JSbeet Paved Macadam ~ [] Ddveway Sudace Crushed stone Gas : None ]Curb/gutter N~nn~/Non~ne ;r-- 1 ~'~_ Apparent easements Standard Utility Water L J Pvk on site well ]Sidewalk _None ~ ~ FFMA Special Flood Hazard Area [] Yes ~ No San[tn7 sewer [] Pvt. on site septic ]Streetlights No~ [~ J FEMA Zooe C Map Date 4/20/79 Stormsewer ! i None [Alley None ~ J~ FEMAMapN0. 4215800003A Comments (apparan adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconturmthg zoning use, etc.); Standard lue of the sub GENERAL DESCRIPTION EX]~RIOR DESCRIPTION FOIJNDAIION BASEMENt INSULA1~ON No of Units One FuundatJon Concrete Block Slab None AreaSq. Ft f,244 Roof _ [] No of Stories One ExtetiorWalls Brick, Alumn. Crawl Space None % Finished 35% Ceiling Type (Bet/Att) Detached Root Surface Basement Yes Ceiling Acoustical Walls __ I Design (Style) Ranch 3ut[ers & Dwnspts Yes - metal Sump Pump Yes Walls Bk ,Panelir Floor none _ EalstthgJProposed WindowType Double Huno~ Dampness None observed Floor Cement None __ Age (Yrs,) 42 Years Storm/Screens Yes/Yes Settlement None observed Puts[de Entry Yes Jnknewn , : 20-25 Years Vlanufacthred House No infestation None observed Rec. Rm. Other Basement 1 LeveJ 1 Level 2 Finished area above qrade contains: 5 Rooms; 3 Bedroom(a); %5 Bat Its); 1,244 Square Feetof Gross LJvinqArea INTERIOR Matedals/Condigan HEATING KIC6REN EQUIP ;ATRC AMENI~ES 6AR STORA6E: 24' X 26' Floors Vinyl, wood, carpet Type HWBB Refdgeratur I~ None ~'! Fireplace(s)# 1 ~ None Walls Plaster Fuel Oil Range/Oven [~ Stairs ~'~i PaBo None [--~ Garage #ofc~s Tdm/Finish Wood/varnish Condition Good Disposal ~ Drop Stair ,F~ Deck None [] Ar[ached Bath Floor Vi~nyl, wood COOLING gishwasher [] ScotlJe ~ I Porch Front & Rea. r_ I~ Detached 2 Bath Wainscot Ceramic Central None :an/Hood ~;g Floor ~ Fence None '~ Built [n Doors Wood-Flush H-O__Other None VBcrowave ~i~ Heated r~ POOl None ~J Carport All of the above in average cond. CondiBon N/a lasher/Do/er I J Finished J-- --J Ddveway 8+ AddiBonal features (special energy efficient items, otc): Electric service is 100 AMP circuit breakers 3-year old furnace, fire ,lace is located in basement Yam y room, open covered front porc~ an~'open C~-r~rchT -- Condibon of the improvements, depreci~iun (physical, funcgonal, and external), repairs needed, qual ty o consbuction, remade no/additions, otc: The home is in average cond on. There were no apparent functional inadequacies The construction quality is typical for the area. The estimated effective age is below the actual ag.e due to maintenance, condition and comparison to competing ge ghborhoods. Physical depreciation is attributed to age and deferred maintenance. The garage roof is in need of imnrediate reno_ir The chimney, above roof (See Addendum) Adverse environmental co~diBons (such as, bu[ not limited to, hazadous wastes, toxic substances, etc) present in the imprnvemeiYLS, on the site, or in the immediate vicdli'y of tho subject properb/.; The property is of an age where lead based paint ma~y be~esent. The market does not penalize the roperty, but the client should be advised of its possible existence. It ia assumed that it is not present. If the client has a (See Addendum) CLINE ESTATE v.tuabo, s~tion UNIFORM RESIDENTIAL APPRAISAL REPORT PdeNo. 06-09-04 ESTIMATED SITE VALUE = $ . Comments on Cost Approach (such as, soorce of cost estimate, site value, ESTIMATED REPRODUCTION COST*NEW-OF IMPROVEMENTS: square foot caluulation and for HUD, VA and FmHA, the esBnarted remaining --' Dwelling 1,244 Sq Et. @$ _ = $ economic life of the properly): The Cost Approach will gener~ 1,244 Sq Ft ~$ _ = result in an excellent estimate of value if the building is new or ~ = r_easona-b!y new, and the improvements reflect the hicLhest and Garage/CarpoR __ Sq. Ft. @$ ' = best use ofthe land. However, when items of physical Total Estimated Cost New = $ d~epreciation must be estimated, an area of judgement is Less Physical Functional E~ernal involved which is subject to error. The Cost Approach was not Depreciation I =$ utilized due to the age of the dwelling. Depreciated Value of Improvements =$ "As is" Value of Site Improvements =$ INDICATED VALUE BY COST APPROACH ITEM ~ SUBJECP COMPARABLE NO. 1 COMPARABLE NO 2 ~ COMPARABLE NO 3 38 Half-Mile Drive 809 Torway Road 962 Myeestown Road ' J 16 Half-M~ve Addres~s Gardners, Peno~ Gardners, Pennsylvania Gardners, Penns~ania ~LGardners, Pennsylvania _PFuximity to ~ I ~ ~ m5milos southeast of subject - mile southeast of~ect [ 5 houses west of sub~t Sales Price n/a 125,0D~0~ j~ - 14~,900 O0 I: ;;: ' 160,000~ _Pdce/Gross Living A ua_ LL: ~$ 98,27 118.43 $ 96.85~ Data and/or MLS, Exterior inspection and MLS, Exterior inspection and MLS, Exterior inspection and Verification Source _ Inspection Court House Records Coud House Records Court House Records VALUEADJUSTMENTS DESCRIPPION DESCRIPTION ! +(-}$Adju: DESCRIPTION .~$_~sl DESCRIPTION i +(-)$AduLULULU~ Sales or Financing Conv. Financing ; Cony. Financing Cony. Financing Concessions No Concessions i No Concessions No Concessions ; Date oj Sale/Tm_e 4/29/03 - 7 DOM ' 5/8/03 - 353 DOM: 1/9/04 * 30 DOM : Loca. tion Average-Rural Average-Rural Aver_age-Rural ; _Average-Rural Loose__hold/Fee Simple [ Fee Simple F~e Simple ; Fee SimDle Fee Simple Site O.~A_cre 0.96 Acre ; -1,000 0.63 Acre ' 1 41 Acre -2,00~ View GJ~--~ral Average-Rural +3,000 Averacle-Rura +3,000 Average-Rura ; +3,000 Dealqn andAppeal I Ranch/Averac Ranch/Average 4 Ranch/Avgrage ; Ranch/Ave_r~ ¢uality 0f C(gnstruction Average . __ Average Avera ege ; Avera_ge ~ 42 Years 35 Years 32 Years : 19 Years-Superior '-- -5,000 Condition Average Average-Similar Good-Superior ~-10,000 Good-Superior -10,00_ 0 Above Grade Total Bdrms gab'is Total i Bdrms i Baths Total ! Bdrms i Baths i _Total !R_drms Baths Ruom Count 5 : 3 6 i 3 : 1 +2,000 6 i 3 : 1.5 : 6 ~ 3 i 2 -2,000 Gross Livinq Area 1,244 Sq Ft 1,272 S~ FL i 1,232 Sq FTYS! 1,652 Sfl Ft.: -8,200 Basement & Finished Basement ~aseem~t : Basement : Basement Rooms Below Grade Family Roo_m~_ Family Room ...: Fa_rnily Rm., Den : -2,00~0 Unfinished :~ +2,~0_00_ Functional Utilib/ _A_verage Average _A_v~e~ : Average ~ __ Heating/Cool nE __ HWBB/None HWBB/None FHA/None . FHNCent, Air ; -2,500 Ene~ Efficient Items Average A_~ _ A~9 A¥~e : ' - Garaqe/Carp0d 24' X 26' 2-Car Garage 2-Car Garage : 2-Car Gara~e~ ; Porch, Pa'Jo, Deck, 2-Porches Patio +1,500 2-Porches ; Porch, Deck Fireplace(s), otc _Fireplace Fir~e lag~ None : +2,00~0 None _+2 0~00~ _F_enc~e, Po01, ?tu None Detached Shed ~2,00~ 1-Car Garage_ i -3~00~0 None : Exterior Brick & Alumn. Bdck & Alumn. +2,000 Brick & Alumn. I +2,000 Brick & V_m~l +2,000 $ 8,000 -- 20,70~0 )arable 130,500 ;, 137,900 139,300 Comments on Sales Comparison {including the subject property's compatibility to the neighborhood, otc); After a thorough search of ail ava able data, the chosen were considered the best available, Adjustments were made to reflect suDsta~tial d'ifferences between the com~arab--le )erties and the subject. Size adjustment for Gross Living Area above grade made at $20 per square foot of difference Exterior ustment made due to each of the comparable sales only having _brick fronts The a_djustments that were n~ade r-effect the typical actions and sellers in the marketplace. All comparables were located within the same Dickinson Township and were considered equall~~ ITEM ~ SUBJECT t COMPARABLE NO 1 I COMPARABLE NO 2 COMPARABLE NO. 3 Date, Pdce and Data 13/30/1~1 7/30/1997 J4/1/197~ ..... 7/23/1999 Source, forpdor sales [$1,000.00 j $ 97,900.00 ~$1.00 $134,900.00 al /Deed 20-D-799 Deed Rook 161~.Page 1046 .dLDeed Book 26-M-1000 Deed Book 204, Ra_~e 610 Analysis of any current agreement of sale, option, or lisbng of subject properb/a~d analysis of any pdur sales of subject and comparalOes within one year of the date ol appraisal: No current agreement of sale, option or listing of the subject properly known to this Appraiser. The date of last prior sale or transfer of the INDICATED VALUE BY SALES COMPARISON APPROACH $ 135,000.00 INDICATED VALUE BYINCOME APPROACH (if Applicable) Estimated Market Rent ~ __ n/a ./Mo x Gross Rent Multi¢ier n/a ~ $ nl T~is appraisal is made ~'~ "as is" [] subiect to the repairs, alterations, inspecUons or conditions listud below ~J sobiect to completion per plans & specifications. Cond~ions of Appraisal: No warranty of this appraisal is giyen or implied. No liabitity is assumed for the structural and/or mechanical elements of the subject. Final Reconciliation: Due to the subject being a s_ingle f_amOy_dwelling and the lack of rental data, the Incom~roach was considered 3riate and not utilized. Greatest weight was given to the Sales Corr!parison Approach as it reflects the typical actions of buyers and ~he purpose ol this apprais~ is to estimate the m~et value of the real property that is the subject of Elis report, based on the above conditions arid the codification, conlingent and limiting conditions, and market value definition [hat are stated in the a~tached Freddie Mac Form 439/FNMA form t 0048 (Revised June 1993 ). I (WE) ESTIMATE THE MARKET VALUE, AS DERNED, OF THE REAL PROPERTY THAT iS THE SUBJECT OF THIS REPORT, AS OF June 2, 2004~ (WHICH IS THE DATF~S P~CTdOt~N I~-TH E EFFECTIVE DATE OF THIS REPORT) TO BE $ 135,00000 A PPRAISE~.~.,~u~'~'di fie~d Re sid e ntia I Appraiser SUPERVISORY APPRAISER (oNLY~QUIRED): -SJ~~'-%~,~..~__ Signature ~ Did ~ Did Not Name Earry.~¢. Slusser, Codified Residential Appraiser Nanlc Da'eRepodSi§_ned JulyC, 2004 DateRepodSiqned ~;~;~"')'~/~7 InspectPropeDy State Codification # RL-OOO802-L State PA State Certification # ~dJ~ State Or Stat~ License # State Or State License # State Freddie Mac Form 70 6/93 PAGE 2 OF 2 Fannie Mae Form 1004 6-93 Fo~m UA2 -- "TOTAL for Windows" app~alsa~ software by a ia mode, inc --- t-800-ALAMODE [File Nd. 06 09-04l P~#~ e ..,..--.. ,-,.,up~,,,~,,,,,n,,,, Addendum File No06-09 04 Borrower,/Client n/a Property Address 38 Half-Mile Drive City Gardners Couniy Cumberland State PA Z__ipCode 17324 Lender Estate of Hazel A. Cline · URAR: Condition of the Improvements Coot'd: level needs repaired No functional or economic obsolescence was observed. · URAR: Adverse Environmental Conditions Coot'd: concern, then a qualified expert in this area should be contacted. There are no known or apparent adverse environmental conditions that would negatively impact on the sale of the property. · URAR: Sales Comparison Approach Coot'd: Estimated indicated value can also be determined by using the Gross Adjustment of sale price for each comparable (comp) as a measure of relative quality of the comp. A lower adjustment indicates a better comp, and vice versa. The ratio of gross dollar adjustment to sale price for each of the comps is used to calculate the weight each comp should have in a weighted calculation This weighted calculation is used to also indicate the estimated value of the subject. As with any method this technique is not perfect. However it does do a very good job of giving more weight to the most similar comps while at the same time minimizing values near the extremes of the indicated value range. The estimated weighted value is: $135,30000, which supports the Estimated Value. SPECIAL LIMITING CONDITIONS: This appraisal is not a home inspection and the appraiser Js not acting as a home inspector when preparing the repeal. When performing the inspection of this property, the appraiser visually observed areas that were readily accessible. The appraiser is not required to disturb or move anything that obstructs access or visibility. The inspection is not technically exhaustive The inspection does not offer warranties or guaranties of any kind. The appraiser is not a home or environmental inspector. The appraiser provides an opinion of value. The appraisal does not guarantee that the property is free of defects or environmental problems. The appraiser performs an inspection of visible and accessible areas only. Mold may be present in areas the appraiser cannot see A professional home inspection or environmental inspection is recommended If the property is sold, this appraisal is subject to satisfactory inspection repeals including, but not limited to: wood infestation, water test(s), septic inspection, radon, building inspections, etc. · URAR: Supplemental Certifications I cedify that, This COMPLETE APPRAISAL- SUMMARY APPRAISAL REPORT was prepared by Larry W, Slusser for the exclusive use of The Estate of Hazel A. Cline for use in estimating market value as of the date of death Estimated market value is the most probable price in terms of cash or in terms of financial arrangements equivalent to cash The Estate of Hazel A. Cline is considered to be my client. The information and opinions contained in this appraisal set forth the appraisers' best judgment in light of the information available at the time of the preparation of this report. Any use of this appraisal by any other person or entity, or any reliance or decisions based on this appraisal are at the sole responsibility and at the sole risk of the third party, I accept no responsibility for damages suffered by any third party, as a result of reliance on or decisions made or actions taken based on this report. In my opinion, the reasonable exposure time linked to the value opinion is up to 180 days. I further certify that, to the best of my knowledge and belief: - The statements of fact contained in this report are true and correct. - The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. - I have no present or prospective interest in the property that is the subject of this report or to the parties involved with this assignment. - My engagement in this assignment was not contingent upon developing or repealing predetermined results. - My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. - My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standard of Professional Appraisal Practice. - I have made a personal inspection of the property that is the subject of this report. - No one provided significant professional assistance to the signers of this report. - Larry W Slusser prepared this report L~f¢./V~. Slusser, Certified Residential Appraiser F0ml lADD -- "TOTAL for Windows" appraisal s0itwace by a la mode, inc. -- 1-800-ALAMODE DEFINITION OF MARKET VALUE; Toe most probable price which a property should bdn9 in a competitive and open market under ail conditions requisite to a fop sale, the buyer and seller, each aciing prodangy, knowtedgeaply and assuming the price is no~ affected by undue stimulus implicit in this definition is the consummation of a sale as of a specified date and the passing ct tige from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both pontes are well informed or well advised, and each ac'dog in what he considers his own best interest; (3) a reasonable bme is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S, dollars or in terms of financial arrangements comparable thereto; and (5) the pnce represents the normal consideration for the prnperb/ said unaffected by apeciai ur c~-eative tinancing or sales concessions* granted by anyone associated with the sale *Adjustments to the comparables must be made for spaniai or creative financing or sales concessions No adjustments ale necessary for those costs which are normally pad by sailors as a result of tradiBon or law m a malket area; these costs are readdy identifiable since the seller pays these costs in vittually ail sales transactions Special or creative financing adjustments can be made to the comparable properb/ by compabsons to financing terms offered by a third panty institutional lender that is not already involved in the prope~ or transaneon. Any adjnstmant should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount ct any adiustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgemant STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: file appraiser's cettification that appears in the appraisal report is subject to the following conditions: 1 The appraiser will not be responsible for matters of a legal nature that ;~ect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not rooter any opinions about the btie The properb/ is appraised on the basis of Jt being under responsible ownership 2 The appraser has provided a sketch in the appraisal report to show approximate dinarnsions of the ~mprovemants and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size 3 The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and tins noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination 4 The appraiser will not give testimony or appear in court because he or sbu made an appraisal of the property in question, unless specific arrangements to do so have been made belorehand 5 The appraiser tins estimated the value of me land in the cost apploach at its highest and best use and the improvements at their conthbuthry value. These separate valuabons ct the land and Improvements must not be used in conjunction with any other appraisal and are invalid it they are so used 6 The appraiser has noted in the appraisal repor~ any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, otc) observed during the inspection of the sobiect property or that he or she became aware of during the normal research involved ill pedarming the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden ur unapparent condgions of the properb/ or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc.) that would maJ(e the property more or less valuable, and has assumed that there are ilo such conditions and makes no gnarantees ar warranties, express or impded, regarding the condition of the property The appraiser will not be responsible for any such conditions that do exist or tar any enginandng or testing that migut be required to discover whether such conditions exist Because the appraiser is not an expett in the Bald of anvironmental hazards, the appraisal report must not be considered as an environmental assessment nt the prope~. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appratsal report from sources that he or she considers to be reliable and believes them to be flue and conecb The appraiser does not assume reaponsibiiity for the accuracy of such items that were thmished by other pomes 8 The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice 9 The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or aiteraBons on the assumption that completion of tile improvements will be peflomard in a workmanlike manner. 10 The appraiser must provide bis or her poor written consent bethre the ]eoder/cliant specgied in the appraisal report can disthbute the appraisal mpod (including conclosions about the properly value, the appraiser's idenBty and professional designations, and references to any professional appraisal organizations or the tirm with which the appraiser Js associated) to anyone other than the bonowar; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizapons; any rate o~ federally approved financial institution; or any depajtrnent, agency, or thsflumentality of the United States ur any state or the Oisthct of Columbia; except that the lender/client may disthbute the properbj description section of the rapott only to data codection or reporBng service(s) without having to obtain the appraiser's prior written consent The appraiser's wntten consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advedJaing, public relations, news, sales, or othel media. Freddie Mac Form 439 6-93 Page 1 of 2 Fannie Mae Form 1004B 6-93 .............. L.G. Cannot Real ~state ~,ppr~]sers APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: 1. I have researched the subject market &rea ami have salenteg a minimum of three recent sales of properties most similar and proximate fo the subject property for consideration in the sales comparison analysis and have made a dollar adNsCqlent when appropriate to reflect the market reacdon to those items of significant variation If a significant item in a compalaple prope~y is supenor to, or more lavorabJe than, the subject prope~, I have made a negahve adjus~lant to reduce the adjusted sales pdce of the comp&fable a. qd, if a significant item in a comparable property is intedor to, or less favorable than the subject properly, I have made a positive adiusth~ent to increase the adjusted sales price cf the comparable 2. I have taken into cooaldamtion the factors that have an impact on value in my development of the estimate of market value in the appraisal report have not knowingly withheld any significant iofo~ation from the appraisal report and I believe, to the best of my knowledge, that all sl~Lements and information in the abpraJsal report are hue and correct. 3 I stated in the appraisal repod only my own 'personal, unbiased, and professional analysis, opinions, and conclusions, which are subiect only to the contiogent and limibng conditions specified in this form 4 I have no present or prospecSve interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the pantcipants in the bansaction I did not base, either p~ly ar completely, my analysis aod~,or the estimate nt nl&rket value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the proapecbve owners or occupants of the subject properly or nt the present owners or occupants df the proper~es in the vicinity nt the subject prope~. 5 I have no present or contemplated future interest in the subject property, and neither my currant or future employment nor my compensation for pertormdlg this appraisal is contAngent on the appraised value of the property 6. i was not required to report a predetemlined value or direction in value that favors the canse of the client or a~y related party, the amount of the value estimate, the attainment nt a specigc result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the abpraisal report on a requested minimum valuation, a specific valuatiOnr 0[ the need to apgrove a specific mortgage loan 7 I performed this appraisal in conformit~ with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the AppfaJsal Standards Board of The Appraisal Foundation and that were in place as nt ffre effective date nt this appraisal, with the excepbon of the depa~ure provision of those Standards, which does not apply I ack[rowtedge that an estimate of a reasonable hmo tar exposure in the open market Js a condition in the gegnJtioo of m&rkat value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the recoocilJa~on section 8 I have porsonagy inspected the Jntedor and extedor &roes of the subject prope~ and the exterior of all properties listed as comp&rabies in tho appraisal report. ~ further cedi~ that I have noted any app&rent or known adverse conditions in the subject Improvements, on the subject site, or on any site within the Lmmediate vicinity of the subject proper~ of which I am aware and have made adjustirlants fur these adverse conditions in my analysis of the prapet~ value to the extent that I had market evidence to suppor~ them i have also commented about trio effect of tho adverse conditions on the marketability nt the subject property. 9 i personally prepared all concrue[ons and opinions about the rani estate that were set fo® in the appraisal repod. If J relied on significant professional assistance Dom airy individual or individuals in the pedormance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation sectioo of this appraisal report I centfy that any individual so named is qualified to perfom] the tasks I have not a~ihadzed anyone to ma~e a change to any item in the report; therefore, if an unauthorized change is made to the abpraisal report, I will Cake no responsibility for it SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the abpralsal repOrtr he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbereg 4 through 7 above, and am taking full responalbili~ for the appraisal and the appraisal report, ADDRESS OF PROPERTY APPRAISER: 38 HaLf-Mile Drive, Ga~dners, PA 17324 APPRAIS~ ~ SUPERVISOR'~' APPRAISER (only if SNigar~n~u~~~"~ rY"'W. Siusser, Cord fiec~ Resid--~ntial Appraiser~ ~'' N ame:SLgnat°re: required): Date Signed: July 6, 2004 Date Signed: State Ce~ticatioo #: RL-OOOSO2-L State CerhticatJon #: or State License #: or State License #: State: Pennsylvania State: Expiration Date of Cer~ficaUon or License: June 30, 2005 Expiration Date of Certification or License: ~ Did ~ Did Not Inspect Proper~ Freddie Mac Form 439 6 93 Page 2 of 2 FannLe Mae Form 1004B 6-93 Porto ACR -- "TOTAL for Windows" appraisal software by a la mode, inc -- 1-800 ALAMODE 2~l-AT--Warrant;' Deed. Shot% Form, Act of 1~9 MADE THE ......... 30ih ........ day of ..... Pla r ch ....... in the year of o~r Lord one thousand nine hundred sixty one, BETWEEN CAROL V. HOSE and ME~(ILY g.! ROSE, his wife, of Mounted Route, Mount Ro]ly Springs, Pennsylvania~ hereinafter called . and RUSSELL W. CLINE and HAZEL A, CLINE, h~s wlfe~ of the Borough of Mount Holly Spricgs~ Pen~sylvania~ hereinafter called Grantees WlTNESSETH, thatinconsideratio~of One Thousand ...... ......................................... in handpaid, therecelptwhereofisherebyack~wledged, thcsa~ grant~ s ~ hereby gra~ andconveytothesaidgrantees, their heirs and assifons as tenants by the entireties: ALL that certain trsct of lamd situate in Dickinson Township, Cumb- erland County, Pennsylvania, bounded and described as follows: BEG~[NING at a point in a ~ubllc Road, said point being a co~mer of land about to be conveyed to Dale E. Cline and Dorothy Ye Cline~ his wife; thence by said land North 12 degrees 30 minutes West 22~ feet to a stake; thence by land being retained by the Grantors North degrees 15 minutes East 82 feet to a stake; thence by the same .South: 21 degrees East 22~ feet to a point in the ~ublic Road aforesaid; thence in said Road South 77 degrees 8 minutes West 11~ feet to the Place of Beginning; CON TA~ING one-half (~) A cre~ more or less. BE~IG part of the property which was conveyed to Carol Vo Rose and Merily J. Rose, his wife~ by James P. Trego and Elizabeth To Trego~ his wife~ by deed dated May 1~ 19~6 and recorded in the office of tbs..Recorder of Deeds for Cumberland County in Deed Book "D"~ Velum 17, Page 'zo- b 7 99 in the ot ~r ~rd ~s t~sa~ nine hu~red sixty fo~ Cb~ig~,~ P~rI~kVANIA BETWEEN' '~AROL V. R~E and ~ILY J. ROSE, his wife, of R. D. 2, ~rdnors, Po~sylvanSa, hcPelnafteP called and ~USSELL W. CLINE and HAZEL A. CLINE, his wife, of R. D. 2, Gardners, Pennsylvania, hereinafter called WITNESSETH, that in eonsi~ration of Ten ( $10 o GO ) DolOrs, in hand pa~, thc receipt whereof ~ hereby ~knowledged, the 8a~ g~n~rs do h~eby and convey to the~aidg~ntees, their heirs and assigns, as tenants by the entireties: ALL that certain tract of land situate in Dickinson Township, Cumberland County, Pennsylvania, bounded and described, as follows: BEGINNING at an iron pin, the Northeastern corner of a tract previously conveyed by the Grantors herein to the Grantees herein; thence by land being retained by the Grantors, North 78 degrees mdnutes East 30 feet to an iron pin; thence by the same, South 18 degrees East 224 feet, more or less, to a point in a Public Road; thence in said Road, South 77 de~-ees 8 minutes West 1~ feet to a point, the Southeastern corner of said tract previously conveyed by the Grantors hereln to the Grantees herein; thence by said tract~ North 21 degrees West 22~ feet, more or less, to the Place of BEGINNING~ containing .11 Acre, more or less. BEING part of the property which was conveyed to Carol V. Rose and Msrily J. Rose,' his wife, by James P. Trego and Elizabeth T. Trego~ his wife, by Deed dated May l, 1956 and recorded in the office of the Recorder of Deeds for Cumberland County in Deed Book "D", Volume 17~ Page 79. Building Sketch t~orrower/Client Estate of Hazel A. Cline Property Address ~Mi~ee ~-r~ City Gardners Counb~ Cumberland State Penns~/Ivania Zip Code 17324 ~.ender n/~ DRAWING IS NOT TO SCALE . 2:2~ × '26' X := :' 57 ' ' " '[24 :: I-~' ,- '' '' '' o 2~' L Form SKT BIdSk -- "TOTAL for Windows" appraisal software by a la mode, inc -- 1-800-ALAMODE Subject Photo Page Borrower/Cliefqt Estate of Hazel A Cline ~_es~s 38 Half-Mile Drive Gardners County Cumberland State Pennsylvania ZipOode 17324 der n/a Subject Front 38 Half-Mile Drive Sales Price n/a Gross Living Area 1,244 Total Rooms 5 Total ¢edroom$ 3 TotaJ Bathrooms 1 5 L0Cabon Average-Rural View Good-Rural Site 0.72 Acre Quality Average Age 42 Years Subject Rear Subject Street Form PICPIX SR -- "TOTAL for Windows" appraisal software by a ia mode, inc 1-800 ALAMODE PHOTOGRAPH ADDENDUM t BoFrower/Olfent Estate of Hazel A. Cline p_ro~e~ Address 38 Half-Mile Drive _0ily Gardners Count~ Cumberland State PA Zi~Code 17324 Lender n/a SUBJECT FRONT 24' X 26' Detached Garage SUBJECT REAR 24' X 26' Detached Garage Form GPtCPI× -- "TOTAL for Windows" appraisal so[lware by a la mode, inc -- 1-800-ALAMODE ~-~on Ma~ -~ubject Comparable Photo Page ~ien~t Estate of Hazel A Cline IPropedvAddress 38 Half-Mile Drive J Lender n/a State Pennsylvania __~Z~p Code 17324 Comparable 1 809 Ten, ay Road Prox to Subject 1 5 miles southeast of subject Sale Pdce 125,000.00 Gross Living Area 1,272 Total Rooms 6 Total Bedrooms 3 Total Bathrooms 1 LocaBon Average-Rural View Average-Rural Site 096 Acre Quality Average Age 35 Years Comparable 2 962 Myerstown Road Prox. to Subject 1 mile southeast of subject Sale Price 145,900.00 0ross Living Area 1,232 Total Rooms 6 Total Bedrooms 3 fetal 8ai'hrooms 1.5 LocaBon Average-Rural View Average-Rural Site 063 Acre Qoalib/ Average Age 32 Years Comparable 3 16 Half-Mile Drive Prox to Subject 5 houses west of subject Sale Pdce 160,000.00 Gross Living Area 1,652 Total Rooms 6 Total Bedrooms 3 Total Bathrooms 2 Locafion Average-Rural View Average-Rural Site 1 41 Acre Quality Average Age 9 Years-Superior Form PIC?IX CR -- "TOTAL for Windows" appraisal software by a la mode, Ine -- 1-800 ALAM0¢E " LARRY W. SI,USSER Ccrtiiied Residential Appraiser EXPERIENCE: 1998-PRESENT: Associate Broker and Appraiser: George L. Ebener and Associates 139 West High Street Carlisle, PA 17013 1990-1996: Principal Broker-Appraiser: Lan'y W. Slusser, iLEALTOR R cai Estate Appraisals 909 Armstrong Road CarIisle, PA 17013 1985-1990: Associate Broker and Appraiser: Donald E. Diehl, Real Estate .arhsle, PA 17013 1983-I 985: Associate Broker and Appraiser: L.B. P/fillips, REALTOR Carlisle, PA 17013 1976-1983: ILEALTOR George L. Ebener and Associates EDUCATi0~N~ Carlisle, PA 17013 The Pem~sylvarfia State University Appraisal Conrses-Residential Real Estate Appraisal, Advanced Real Estate Appraising and Real Estate Law. Standards o£ Practices and Ethics for the Red Estate Appraiser. The Unifimn Residential Appraisal Report, Appraisal o£ Vacant Residential Land, Valuing a Log Home, Preparing A Nan'ative Appraisal Report, Condominium appraisals, Appraisal of Mobile Homes, Guidelines On Being An Expert Witness Appraiser, Construction Basics, Uniform Standards of Pro£=ssional Appraisal Practice,Understanding Depreciation, Marshall Swift Residential Cost. PROFESSIONAL LICENSES: Commonwealth of Pmmsylvania REAL ESTATE ASSOCIATE BROKER- AB-043776-A RESIDENTIAL APPRAISE R-P,L[.~000802_L REAL ESTATE BROICER]APPILAISER-BA_003477_L REAL ESTATE INSTRUCTOR-RI-OOO971_L PROFESSIONAL MEMBERSHIPS: MEMBER: Carlisle Board of REALTORS, Pennsylvania Association of REALTORS, National Association of REALTORS. The Appraisal Foundation. APPRAISAL EXPER IENCE AND CLIENTS: Appraisals fbi' purposes of mortgage loans, buyers, salters, estates, vacant land, apartments, commercial and foreclosures have been made lbr the £ollowing partial list of clients ip the State of Pennsylvania. FINANCIAL INSTITUTIONS: Accubanc Mortgage Corporation, Army National Bank, Commerce Bardc, Cornerstone Federal Credit Un/on, Countrywide Home Loans, Farmers Home Administration, Fidelity Bmflc, Financial Trust, First National Baltic of Liverpool, First Union Mortgage Co~T~oration, First United Mortgage Services, Frm~din Cdunty Teachers' Credit Union, Lakeview Mol~tgage Depot, Members 1st Federal Credit Union, Money Store Investment Corporation, Orrstown Banlc, PNC Bank, Penn Central National Bm~k, Peoples State Bank, Schuylkill Haven Trust Company, Secarity Pacific Finance Company, State Street Financial ermces, United Federal Bank, United Guaranty ResidentiaI Insurance S Company. OTHERS: Attorneys mid Individuals INSTRUCTOR CERTIFICATION: Lan'y W. Slusser has been certified and licensed by the Real Estate Commission of the Commm~wealth of Pennsylvania to teach the fo[lowing courses: Real Estate Practice Real Estate Sales Real Estate l'nvestment Appraisal of Residential Propm~ty Appraisal of N6n-Residential Property Residential Construction DeHart's Auction Service Appraisal 7/1/2004 ITEM AMOUNT Zenith 25" TV $125.00 d_v__d/vcr $50.00 3 pc pine living room suite $50.00 2 recliners $0.00 maple chair $10.00 b~ell lamp $15,00 2 black lamps $10.00 table lamp $10.00 tv stand $15.00 misc wall items $10.00 2 dropleaf tables $45.00 ~lant stand $5.00 magazine rack $5.00 foot stool $8.00 maple rocker $18.00 ~i~ne magazine rack $5.00 misc wall items $12.00 deer lamp $10.00 7 pc dinnette set $125.00 kitchen items $175.00 ~hone stand $2.00 _1/2 log butcher bench $75.00 small farm table $10.00 2~[~c living room suite $0.00 green chair $0.00 2 picnic tables $25.00 ~valnut kneehole desk $30.00 misc xmas items $10.00 ~l~orns/pictures $200.00 green farm bench $45.00 mist tools $40.00 2 pc cherry bedroom suite $250.00 rca 21" tv $60.00 tv stand $10.00 Z tier bow leg stand $25.00 touch lamp $5.00 quilt rack $10.00 flowered lamp $10.00 ~vindow a/c $85.00 ~, pc waterfall bedroom suite $350.00 ]teen chair $0.00 ~ewing machine $0.00 -~ lamps $5.00 sweeper $10.00 ~eadboard lamp ..... $10.00 "THTNKING AUCTION? THINK DEHARTS" Page 1 DeHart's Auction Service Appraisal 7/1/2004 n4 chairs $10.00 folding ~s__ $10.00 le bedroom suite $150.00 pitcher&bowl $10.00 $20.00 $5.00 i2 lamps $8.00~ deacons bench sprinkler cans $40~0 tractor $175.00 push mowers $80.00 wood ladders $25,00 single row plow $50,00 misc garage items $ ~ 40.00 mirror $35.00 G~GR a~ ~-OTAL $2,798. O0 "THINKZNG AUCTION? THINK DEHARTS" Page 2 O_ PN CBANK July 7, 2004 saidis Shuff Flower & I ,indsay scp James D Flower Jr 26 W ltigh St Carlisle, PA 17013 RE: Estate of Hazel A Cline (Deceased) SSN: 201-10-9570 DOD: 06 02 2004 Dear Mi. }:lower: In rcsprmse to your request for Date of Death balances Ibr thc customer noted above, our records show the following: Checking Account Account #5140182494 Igstablished 04-01 1963 HAZEL A CL1NE GERALD W U;,INE DOD balance: $17,647.36 Non interest bearing account The decedent maintmnext an RCA account # 4003048!09091877 ~br further information please call 1-888 762-2265. Please note that this office only proxades date of dealh balances tbr deposit accounts (IRA. s, CDs, Checking and Savings accrmnts). ~.Ve do nm proems any financial transactions or prnvide statements. If you need assistance with any of these items, please call 1 -§R8-PNC-BANqK (I 888-762-2265) o~ stop by your local PNC Bank blanch Sincerely, Enca I, Schlegel 1-800-762-1775 P7 PFSC-04-F fIollinger Funeral Home & Crematory, Inc. June 7, 2004 Gerald W. Cline 1145 Myerstown Road Gardners, PA 17324- The Fnneral Service for Hazel A. Cline We sincerely appreciate the confidence you have placed in us and will continne to assist you in eve~3, way we can. Please feel free to cootact us if you have any questions in regard lo this slatement. FHE POLi,OWING IS AN 12 EMIZED S FATEMENT OF THE SERVICES, FACILITIES, AU FOMOTIVE EQUIPMENI', AND MERCHANDISE T} IA F YOU SELEC FED WI IEN MAKING 'FILE I;UNERAI, AR~NGEMEN I'S. I. PROFESSIONAL SERVICES Se~iccs of F~ncral Director/Staff ................... 3620.00 FUNE~4L HOME SERVICE CIIARGES SELECTED MERCHANDISE: ............ 3620.00 Chet~ ........................... Outer Container 3325.00 l HE COST dF OUR S~RVI~E~, EQUIPMENT, AND MEfiCHANDiSE 1330.00 TIIAT ~OU IIAVE SELECTED Cash Advances ............... 8275.00 Opening Grave ' ' ~ ................... . 500.00 Cc ne c~ Equipment Newspaper Notices - Local ..................... 110.00 Cler~/Mass Ofl~tin~ . Ce~ified Copies of the Death Ceaificate Flowers - · . 40.00 TOTAL CASH ADVANCES AND SPECIAL CtlARGES ........ 1051.82 Total ~otal Cost ...................... . . . 9326.82 ~ OTAL AMO~T DUE .................. 93~6.82 5Ol N(DI4TH BALTIMO[dE AVEN/IE - MOIINT HOLLY SPi~ NGS PENNSYLVANIA 17065 - (717) 486 3433 - FAX (717) ~86 3~15 HOLLINGER FUNERAL HOME & CREMATORY IhIC. bric L. HollJoge/, Supe~ 501 N. Baltimore Ave. · Mt. Hotly Spri/igs, PA 17065 FI]NEIIAI. Gi)OI)S ANI) ~LIIVI(,I.~ ^ Settlement Stateme ! C Note ...... u,,,_~ ueDra Ann Gordon ~Pr r't~d ~8~0 2D0~t a~ !005 FLL ,~BDRESS E "lAME OF SELLER Estate of H~zel A. Oline BDDRESS F NAME OF LENDER Members First Federal Credit Union ADDRESS 5000 Louise br~vez Mechanicsb~ PA 17055 ,S PROPERTY .~DDRESS: 38 Half Mile Drive, Gardners, PA 17324 ~ Dickinson Townsh~ , H SETTLEUEHT ~GENT ~, ~l~er & Lindsay, Te ephone' 717-243-6222 - ~ - . PLA:CE OF SE~L~MEHT: 26 West High Stree~ar s e PA 17013 . Fax: 717-243-6486 J SETT~ EMEh7 uATE --~8/~ 1/206~ .... J: SU~MAgY OF BORROWER,~TRANSACTiON: ~ K~MM~ ,, ~. ~RQ~S~OUBT DUE FROM BORROW~-- ~ ;~ __ :. - ~RY OF ~ELgER'S~RA~SACTION: ~ ~ - ~uu ~OSS AMOU ~bA ~r~r,~,Pr~r~% ~ _ _~ ~-- ortracl~rce~ ¢ lS~nn~ -- ~ ~ 402 Persunal PrQ~q~ 1,3:} Set[lemen[ cha~s o borrower (line 1400) / 105 ¢ 404 % 405 Adjustments for items paid by seller in advan~ 107 Ca~ a~es 0811~/04to~213~/0~ --- ~3.3~ ~stmentsforitemspaid~seflermadvan~ ' -- 407~oun~ -- 08111t04to~131/0~ %'8 Schoc, Taxes ~11~86t30/05 -- --. -- 199: ~ _ 1j27.65 ¢~ S?oolTaxes 08111104ro061301~-- -- ~127.6 110 -- ~ ____ 409 200. AMOUNTS PAID BY OR O~BEHA~5~ ~O~,~,=~ - ,~=,:z: ~-~, GROSS AMOUNT D~ h ' ' ~u~ ur ~ar/,e~[ mon=~ REDUCTIONS IN AMOUNT D SELLER '2g,; ~s~- ,~?~ne,,,oans ~ ~0000 502 Settlementcharestosel/ L~& -- ~ PNC Bank _ _~644.23J __ 505 ~5o6 2o8 ~ ~ 5o7 508 , % A~stments for item~ un~y seller 509 213 ~ ~ Adjustments for items un~id b~s~lle~ - 513 515 ~19 5 .... ~ 518 -- '220. TOTALPAIBBYIFORBORROWER l~000.0d 551290. TOTAL REDUCTION AMOUNT DUE SELLER 300. CASH Al SETTLEMENT FROM OR TO BORROWER ~ 600 CASH SELLER 302 Lessag,- < .] ;7~ - ~T7 , ~--~ '" ~ross a[nOmlt (me to seller flrne 420) 12622099 3o3,CASH FROM BORROWER L 5 o917sI - =~ · ~ 603. CASH TO SELLER -- ----.. ~ SELl ER(S) SIGNATURE(S} U S DEPARTMENT OF HOUSING ~,ND URBAN DEVELOPMENT File f tuber: ST2004-182 _~ETTLEMENT STA_TEME' ~',/H~D 1~386) FINAL PAGE 2 ~ L SETTLEMENT CH~ i - . ~ RGES TeE .... ~ inted08 0,2[Ju4 at1 [ Le]-~ lO ~ 7d2 ~ __ ~ % ' -- ~ _ J SE~LEMENT I SE~LEMENTI ? %~YA~ cO~ W~ LOAN __ 801 Loan c~r~a~ien Fee % i 802 Lca~D~s~oun~ % ~03 ~lsa[Fee 81i¸ 900. ITEMS -- __ REQUIRE~BY LENDER TO B[PAID INTD~ANcE ~ ] ~12~9 ~qa~aJysis AmLmtmen[ to Members First Federal Credit Union 1100.~ITLE CHARGES - -- 1101 Se~llemen[a co~e q 7200. GOVERNMENT RECORDINGTND T'RANSF'ER C'HARGES ~---- ~ 120i Reco~r~ Fees Deed $ 38.50 ; 'qomj&~e $ 64,50 ;_Rel~ease S · our~ tax/slam~s Deed $1,250 OO ~Mon~ , 103,00~-- -- ~74 Sa~ uf PNC ~ to ~e~rder of Deeds 12~5=~eccrd As~f M~ [o Recorder of Deeds .... ~ 27~ 1300, ADDITIONAL SETTLEMENT CHARGES [ 27,001 1303 ~- ~ -- ~ 305 13u6 1308 ~ ~400. TOTAL SETTLEMENT CHARGE8 ~er on Jmes 103, Section J and 502, Section K~ ~Z0.Z6 ~ ~8~.00 STATUS REPORT UNDER RULE 6.12 Name of Decedent: W~~ ~. Date of Death: ~ /~/~(/ l / Will Mo. Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes~___ No' 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be'attached to this report. N~e (r~sass type or Address '- O ~ Tel. No. Capacity: Personal Representative ~ Counsel for personal representative (~H:rmf/~3) ~'~N-' ~\~ CONHON#EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX PO BOX ZB0601 APPRA/SEHENT~ ALLO#ANCE OR D/SALLONANCE HARRISBURG, PA 17128-0601 OF DEDUCTIONS AND ASSESSHENT OF TAX REV-~;47 EX DATE 11-22-2004 ESTATE OF CLIME HAZEL A DATE OF DEATH 06-OZ-Z004 FILE NUMBER 21 04-0570 COUNTY CUI~RLAND. JAHES D FLOWER JR ESQ ACN 10i~ SAIDIS ETAL kmou~~ Rmmi((e~L 26 W HISH ST ~: CARLISLE PA 17015 HAKE CHECK PAYABLE AND RLe::HZT PAYNENT TO: REGISTER OF W~LLS CUHBERLAND CO COURT-HOUSE CARLISLE, PA 17015~ CUT ALONG THIS LINE ~ RETAXN LONER PORTXON FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOT/CE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CLIME HAZEL A FILE NO. 21 04-0570 ACN 101 DATE 11-22-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNZNG FUTURE ZNTEREST- SEE REVERSE APPRAISED VALUE OF RETURN ~ASED ON: ORI$INAL RETURN 1. Real Es~a~e (Schedule A) (1) 155z000.00 NOTE: To insure proper 2. S~ocks and Bonds (Schedule B) (2) .00 credi~ ~o your account, 3. Closely Held Stock/Partnership In~eres~ (Schedule C) ($) .00 submi~ ~he upper portion ~. Mor~gages/No~es Receivable (Schedule D) (~) .00 of ~his form ~i~h your 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) 4~018.99 ~ex payment. 6. Jointly Owned Proper~y (Schedule F) (6) 8;8Z~.68 7. Transfers (Schedule G) (7) .00 8. To,al Asse~s (8) 147,84Z.67 APPROVED DEDUCTIONS AND EXEHPTZONS: 15,867.45 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Deb~s/Hor~gage Liabilities/Liens (Schedule I) (10) 27,843.74 11. Total Deductions (11) ~.711.19 12. Ne* Value of Tax Re~urn (12) 104,131.48 13. Chari*able/Governeen~al Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 1~. Ne~ Value of Es~a*e Subjec~ ~o Tax (1~) NOTE: Zf an assessment was issued previously, 11nes 1~, 15 end/or 16, 17, 18 and 19 ~ill reflect flgures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amoun~ of Line 1~ a~ Spousal ra~e (15). .00 X O0 = .00 16. Asount of Line 1~ iaxable at Lineal/Class A rale (16). 104,151.48 X 045 = 4,685.91 17. Amoun~ of Line 1~ a~ Sibling ra~e (17). .00 x 12 = .00 18. Amoun~ of Line 1~ ~axable a~ Collateral/Class B ra~e (18). .00 X 15 = .00 19. Principal Tax Due (19)= 4,685.92 TAX CREDITS PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-01-2004 CD004552 2~4.50 4,475.10 11-15-2004 REFUND .00 21.48- TOTAL TAX CRED/T I 4,685.92 ]IALANCE OF TAX DUEl .00 TNTEREST AND PEN. .00 TOTAL DUE .00 ZF pAID AFTER DATE [NDICATED~ SEE REVERSE ( TF TOTAL DUE IS LESS THAN $1~ NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for [ifa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. PURPOSE OF NOT[CE: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S. Section 91q0). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which Has not requested on the Tax Return, may be requested by completing an "Application far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313), Applications ara available online at awe.revenue.state. Da.us, any Register of Hills or Revenue District Office, or from the Oepart~aent's gq-hour answering service for forms orders: [-800-36g-gO50) services for taxpayers with special hearing and/or speaking needs: 1-800-qq7-3OZO (TT only). OBJECTIONS: Any party in interest not satisfied aith the appraisment, allowance or disallowance of deductions or assessment of tax (including discount or interest) as sheen on this Notice may object aithin 60 days of the date of receipt of this notice by fixing one of the folloaing: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at www.boardofappeals.stata.pa.us on or before the expiration of the sixty-day appeal period. In order for an mlectronic protest to ba valid, you must receive a confirmation number and processed date from the Board of Appeals aebsita. You may also sand a cfi[tan protest to PA Department of Revenue, Board of Appeals P.O. Box ZBIOZ1, Harrisburg, PA 171Z8-1OZ1. Petitions amy not be foxed. B)Election to have the matter determined at the audit of the account of the personal representative. ADMIN- C) Appeal to the Orphans' Court. ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box gE0601, Harrisburg, PA 17liB-0601 Phone (7173 787-6505. Sea page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150I) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (BI) discount of the tax paid is alloaed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and Dna [1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum caIculatad at a daily rate of .O0016q. Ali taxes which became delinquent on and after January 1, 198Z wiII bear interest at a rate mhich wiLI vary from caIandar year to caIendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19ag through ZOOq ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .O00Sq8 ~'~-1991 llZ .000301 ~ 9Z .OOOZq7 1983 162 .000q38 199g 92 .O00Zq7 ZOOZ 62 .O0016q 198q 11Z .000301 199~-199q 7Z .O00ZgZ ZOO3 5Z .0001~7 1985 I~Z .000356 1995-1998 9Z .O00Zq7 200q qZ .000110 1986 lOg .O00g7q 1999 72 .00019Z 1987 102 .000Z74 ZOO0 7Z .O0019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must ba calculated. CONNONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX INHERITANCE TAX DIVISION POBOXZS060! STATEMENT OF ACCOUNT HARRISBURG, PA 171Z8-060! REV-I~O? EX AFP (09-0~) DATE 11-29-Z004 ESTATE OF CLINE HAZEL A DATE OF DEATH 06-02-200q FILE NUMBER 21 04-0570 COUNTY CUMBERLAND JAMES D FLOWER JR ESQ ACN 101 SA.'tDIS ETAL C.~-~LtJ---~ C~ZSLE~ PA 17015 ~) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: L~-~ L~ ~ ~ REGZSTER 0F WILLS ~--*' ~ 0~_~ CUMBERLAND CO COURT HOUSE O~ ~ ~ ~ ~ CARLISLE, PA 1701, TE:~ ~nsur per or~d~ ~o your ao=oun~ subm~ ~he upper port,on of ~h~s form ~h your ~ax CUT ALON~THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ESTATE OF CLINE HAZEL A FILE NO. 21 04-0570 ACN 101 DATE 11-29-Z004 THIS STATEMENT TS PROVTDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAMED ESTATE. SHO#N BELOW TS A SUMMARY OF THE PRTNC*rpAL TAX DUE, APPLTCAT/ON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPL/CABLE, A PROJECTED INTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-15-2004 PRINCIPAL TAX DUE: ................................................................... 4,685.92 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 09-01-2004 CD004532 234.30 q,q73.10 11-15-2004 REFUND -- ~ .00 Z1.48- TOTAL TAX CREDIT 4,685.92 BALANCE OF TAX DUE .00 'rNTEREST AND PEN. .00 TF pA'rD AFTER TH'rS DATE, SEE REVERSE TOTAL DUE . O0 SIDE FOR CALCULATION OF ADD/T/ONAL TNTEREST. ZF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS REOUTRED. 'rF TOTAL DUE TS REFLECTED AS A "CREDTT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR *rNSTRUCTZONS. ) (~.~.~----__ STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~az¢l A, Cline Date of Death: June 2, 2004 Will No. Admin. No. 21-04-0570 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes XX No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes XX No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be' attached to this report. Date: 01/ /~ /05 gna~ure ~o James D. Flower, Jr., Esquire cD ¢~:~i -- ~_ -- Name (Please type or print) c~-2~ .--, c.-~;::' 26 West t~igh Street, Carlisle, PA 1701~ ~.i.;4 [/-, ~ (717) 243-6222 ~,C'~ ~!:' ~ c~:-~, Tel. No. ~ Capacity: Personal Representative XX Counsel for personal representative (HAH: rmf/AM3 )