Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
05-24-10
15056041114 -' REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box zsosol 21-09-00117 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 198-30-4260 01292009 08261938 Decedent's Last Name Suffix Decedent's First Name MI FINKENBINDER MARY j3 (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 0 1. Original Return ~ 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) 0 4. Limited Estate ~ 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death 0 1 1. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number STEPHEN D. TILEY 717-243-5838 Firm Name (If Applicable) FREY AND TILEY First line of address 5 SOUTH HANOVER STREET Second line of address City or Post Office State ZIP Code CARLISLE PA 17013 REGISTER OF WILLS USE ONLY C7 '" C-_ ~ ~_ ~_ ~ '~ DATE FrILED'~ -,, - i-~ - ' c_.~ - =_+ .. ~' c ~ Correspondent'se-mail address: STILEY@FREYTILEY.COM ;1 Under penalties o perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNFiT~tE O~ERSO~SP9NS~E FOR FILING RETURN DATE -- ADDRESS CHARLES R. FINKENBINDER, 804 CREEK ROAD, CARLISLE, I?A 17015 SIGNAT R Fi~THAN.@EPRES NTATIVE DATE STEPHEN D. TILEY, 5 SOUTH HANOVER STREET, CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041114 15056041114 J ~,;, , -- ; - ~,: _T i ~t"t J 15056042115 REV-1500 EX Decedent's Social Security Number Decedent's Name: MARY B FINKENBINDER 198-30-4260 RECAPITULATION 1. Real estate (Schedule A) ......... . ................................. 1. 6 5 4 O O 0. 0 0 2. Stocks and Bonds (Schedule B) ...................................... 2. 0 . 0 0 3. Closeiy Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NOME 4. 9 9 ( ) ........................... Mort a es & Notes Receivable Schedule D . 4. 0 • 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... . 5. 1 6 6 4 3 7 . 4 2 6. Jointly Owned Property (Schedule F) OSeparate Billing Requested ....... . 6. NOI~f E 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ....... . 7 18 8 4 7 9. 0 0 8. Total Gross Assets (total Lines 1-7) ................................. . 8. 10 0 8 916.4 2 9. Funeral Expenses & Administrative Costs (Schedule H) .................. .. 9. 3 415 2 . 5 8 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. . 10. 8 ~ 10 7 . 8 5 11. Total Deductions (total Lines 9 & 10) ................................ . 11. 1212 6 O . 4 3 12. Net Value of Estate (Line 8 minus Line 11) ............................ . 12. 8 8 ~ 6 5 5 . 9 9 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... . 13, 0 • 0 0 14 Net Value Subject to Tax (Line 12 minus Line 13) ...................... . 14. 8 8 7 6 5 5 . 9 9 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 (a)(1.2) X .0 0 1 5. . 16. Amount of Line 14 taxable at linealrateX.o 45 $887, 655.99 1g. 39945.00 17. Amount of Line 14 taxable at sibling rate X • 12 17. 0 ' 0 0 18. Amount of Line 14 taxable 0 0 0 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 39945.00 0 15056042115 1.5056D42115 ,J REV-1500 EX Page 3 198-30-4260 Decedent's Complete Address: File Number DECEDENT'S NAME MARY B FINKENBINDER DECEDENT'S SOCIAL SECURITY NUMBER 198-31J-4260 STREET ADDRESS 358 MCALLISTER CHURCH ROAD CITY CARLISLE STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 39945.00 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments $24,650.00 C. Discount $1,297.33 Total Credits (A + B + C) (2) 25947.33 3. Interest/Penalty if applicable D. Interest E. Penalty Total InteresVPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 13997.67 A. Enter the interest on the tax due. (5A) $342.53 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 14340.20 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: f ed rt f th t Yes ^ No : ...................................... err e prope y rans a. retain the use or income o . b. retain the right to designate who shall use the property transferred or its income : ................ ^ t i i t ^ ; or .................................................... . n eres onary c. retain a revers . d. receive the promise for life of either payments, benefits or care? ............................ . ^ ^ If death occurred after December 12, 1982, did decedent transfer property within one year of death 2 . without receiving adequate consideration? ....................................... ........ . ^ ^X 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . ^ ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................... ^ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent (72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(aj(1.3)j. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (11-08) ESTATE OF Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT FILE NUMBER Finkenbinder Mary B 21-09-0117 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. VALUE AT DATE ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. NUMBER DESCRIPTION OF DEATH 358 McAllister Church Road, West Pennsboro Township, Cumberland County, Pennsylvania Decedent's personal residence. Appraisd value (see Exhibit "A") Full appraisal available upon request. Acquired by Deed Book 240, Page 431 (See Exhibit "A") Tax Parcel No. 46-18-1390-003 $173,000 Assessment $149,100 x CLRF 1.26 = $187,866. 2. 14722 and 4726 Enola Road, Lower Mifflin Township, Cumberland County, Pennsylvania North Mountain Butch Shop and rental house. Appraised value (See Exhibit "B") Full appraisal available upon request. Acquired by Deed Book "X," Volume 30, $235,000 Page 1010 (See Exhibit "B"). Robert L. Finkenbinder predeceased on June :?4, 1991 Tax Parcel No. 15-04-0389-004A Assessment $181,210 x CLRF 1.26 = $228,325. 3. 274 McAllister Church Road, West Pennsboro Township, Cumberland County, Pennsylvania Uninhabitable house and lot. Appraised value (See Exhibit "C"). Acquired by Deed $13,000 Book "S," Volume 33, Page 709 (See Exhibit "C"). Robert L. Finkebinder predeceased on June 24, 1991. Tax Parcel No. 46-19-1659-010 Assessment $59,120 xCLRF = $74,741. 284 McAllister Church Road (Rental house) 286 McAllister Church Road (Country Butcher Shop) 5 Acres vacant land with shed (used in conjunction with butcher shop) $233,000 West Pennsboro Township, Cumberland County, PA Appraised vale (See Exhibit "D") Robert L. Finkenbinder predeceased on June 24, 1991 (284 and 285 Acquired by Deed Book "X," Volume 30, Page 1006 (See Exhibit "D") 5 acre land acquired by Deed Book "X,", Volume 30, Page 1003 (See Exhibit "D") Robert L. Finkenbinder predeceased on June 24, 1991. Tax Parcel No. 46-19-1659-008. Assessment $182,090 x CLRF 1.26 = $230,202. Tax Parcel No. 46-19-1659-008/02. Assessment $96,820 (Included in $182,090.) Tax Parcel No. 46-07-0475-038. Assessment $40,990 x CLRF 1.26 = $51,820. Total assessment $282,200. Total implied fair market value $356,764. enter on Line 1 If more space is needed, insert additional sheets of the same size. REV-1508 EX+(6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN ESTATE OF FILE NUMBER Finkenbinder Mary B (#1) 21-09-0117 Include the proceeds of litigation and the date the proceeds were received by the estate. ou nrnnPrty inintly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M & T Bank, One West High Street, Carlisle, PA 17013 (See Exhibit "E") Checking account No. 150878 Accrued interest to date of death Checking account no. 709042 Accured interest to date of death 2. Orrstown Bank, P.O. Box 250, Shippensburg, PA (See Exhibit "F") Checking account No. 106001905 Accrued interest to date of death 3. Adams County National Bank, P.O. Box 3129, Gettysburg, PA 17325 (See Exhibit "G") Checking account no. 126691 Accrued interest to date ofdeath 4. F & M Trust, 1901 Ritner Highway, Carlisle, PA 17013 (See Exhibit "H") Checking account No. 11-30633 Accrued interest to date of death 5. Personal property in residence at 358 McAllister Church Road, Carlisle, PA 170'13 See Rick Foreman Auctioneer statement (Exhibit "I"). Gross sale proceeds 6. Personal property in residence distributed to beneficiaries in-kind. See Rick Foreman Auctioneer statement (Exhibit "J"). 7. Country Butcher Shop: Name, Business, Inventory, Equipment & Mowers Goodwill, and telephone number. Tangible and Intangible personal property 2004 Ford Van Title No.: 49085907001 2005 Chevrolet refrigerated truck Homemade Trailer Title No.: 49085907001 Trailer Title No.: 48966387702 All inventory and equipment situate at 284 and 286 McAlliste Church Road. Value per agreement negotiated between Estate and Charles R. Finkenbinder. (See Exhibit "K") NOTE: Amount allocated to 2004 Ford Van $5,450.00. (See Exhibit "L") NOTE: Amount allocated to 2005 refrigerated truck $13,10.00. (See Exhibit "M") 8. North Mountain Butcher Shop: Name, Business, Inventory, Equipment and Mowers, Goodwill and telephone number. Tangible and intangible personal property 1989 Ford Pickup Trusk Title No.: 4200021304 1993 Ford refigerated truck Title No.: 50041749002 AI inventory and equipment situate at 4722 and 4726 Enola Road. Value per agreement negotiated between Estate and Glenn A. Finkenbinder (See Exhibit "N") NOTE: Amount allocated to 1989 Ford Pickup $500.00. (See Exhibit "O") NOTE: Amount allocated to 1993 Ford refrigerated truck $1,00.00 (See Exhibit "P") TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) $26, 348.38 $0.00 $749.17 $0.01 $20,286.97 $0.22 $1,211.50 $0.00 $8,910.07 $0.00 $4,251.00 $400.00 $54,000.00 $48,000.00 164,157 217 REV-1508 EX+(6-98) SCHEDULE E CASH, BANK DEPOSITS & MISC COMMONWEALTH OF PENNSYLVANIA ~ INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Finkenbinder, Mary B. 21-09-0117 Include the proceeds of litigation and the date the proceeds were received Iby the estate. All roe 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 9. Refund -The Sentinel $16.95 10 Refund - Comcast $6 29 11. 1997 Ford Taurus. Title No. 51129930202. Sale Proceeds $1,600.00 (See Exhibit "Q") 12. Refund -Mennonite Mutual Aid Association Supplemental Insurance $341.86 13. Refund -State Farm Auto Insurance $245.00 14. Refund -State Farm Personal Umbrella Liability Insurance $70.00 SUB TOTAL FROM PAGE #1 $164,157 SUB TOTAL FROM PAGE #2 2,280 1 TOTAL $166,437 TOTAL (Also enter on line 5, Recapitulation) $ f 2,280 (If more space is needed, insert additional sheets of the same size) zr7 REV-1510 EX+(6-98) SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Finkenbinder Mary B. 21-09-0117 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side o~f the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE DATE OF DEATH VALUE OF ASSET ~% OF DECD'S INTEREST EXCLUSION (IFAPPLIGABLE) TAXABLE VALUE 1. Shenandoah Life Insurance Company, P.O. Box 12847 0 Roanoke, VA 24029. Annuity No.: 001054474 $10,273.00 100.00% 10,273 (See Exhibit "R") 2. New York Life lnsurance and Annuity Corporation, P.O. Box 6916, Cleveland, OH 44101 IRA Annuity No. 51 308 401 $82,497.80 100.00% 82,498 IRA Annuity No. 51 309 746 $95,708.45 100.00% 95,708 (See Exhibit"S") 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 7 Recapitulation) $I 188,479 (1f more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Finkenbinder Mary B. 21-09-0117 Debts of decedent must be reported on Schedule I. NU A. B 1 1 2. 3. 4. 5. 6. 7. 8. RAL EXPENSES: tan -Roth Funeral Home & Crematory, Inc. MINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address Clty Year(s) Commission Paid: State Zip Attorney Fees Frey and Tiley Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Accountant's Fees Frey and Tiley Tax Return Preparer's Fees Frey and Tiley Deluxe Check Printing -Estate Checks Register of Wills -Short Certificates Zip $8,555.08 $25,000.00 $560.00 $0.00 $0.00 $13.50 $24.00 TOTAL (Also enter on line 9, Recapitulation) ~ $ 34,153 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+(12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8~ LIENS ESTATE OF FILE NUMBER Finkenbinder Mary B 21-09-0117 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space Is neetled, insert additional sneers or the same size. Finkenbinder, Mary B. SCHEDULE I-1 DEBTS OF DECEDENT File No. 21-09-00117 2009 29-Jan Checks Cleared After Death: Orrstowns Bank Personal Checking Account No. 106001905 0.00 Adams County National Bank (Farmers Bank of Newville) North Mountain Butcher Shop No.: 126691 0.00 M&T Bank -Personal Checking Account No. 709042 0.00 M&T Bank -The Country Butcher Shop No. 150878 11,112.28 F&M Trust -North Mountain Butcher Shop No. 11-30633 5,205.24 11-Feb Suburban Propane (Personal Residence) 548.27 3-Mar Embarq -Final Telephone Bill 34.75 3-Mar M&T Bank -February Mortgage Payment -Personal Re;sidence 1,326.61 3-Mar M&T Bank -March Mortgage Payment -Personal Residence 1,275.21 3-Mar Suburban Propane 170.21 3-Mar PP&L For 274 McAllister Church Road 17.70 3-Mar PP&L For 358 McAllister Church Road 416.61 3-Mar Central Pennsylvania HEMA &MED One Assoc., PC 1.08 3-Mar Horizon Healthcare Services 203.78 17-Mar Suburban Propane (Personal Residence) 231.88 17-Mar Central Pennsylvania HEMA &MED One Assoc., PC 135.00 1-Apr PP&L For 358 McAllister Church Road 137.01 1-Apr PP&L For 274 McAllister Church Road 8.81 1-Apr Deborah W. Piper, Tax Collector 2009 Cty &Twp for 358 McAllister Church Road 408.02 14-Apr Deborah W. Piper, Tax Collector 2009 Cty &Twp for 274 McAllister Church Road 161.79 Schedcile I-1 Finkenbinder Estate 5.21.IOxls page 1 Finkenbinder, Mary B. File No. 21-09-00117 14-Apr Deborah W. Piper, Tax Collector 2009 Cty &Twp for 284 & 286 McAllister Church Road 498.31 and 5 Acres Vacant Land 112.17 15-Apr Shelby L. Winter, Tax Collector 2009 Cty &Twp for 4722 & 4726 Enola Road 458.00 20-Apr M&T Bank -April Mortgage Payment -Personal Reside°nce 1,326.61 20-Apr M&T Bank -May Mortgage Payment -Personal Residence 1,275.21 27-Apr PP&L For 358 McAllister Church Road 97.06 27-Apr PP&L For 274 McAllister Church Road 8.81 11-May M&T Bank -June Mortgage Payment -Personal Residence 1,275.21 11-May PP&L For 358 McAllister Church Road 59.08 11-May PP&L For 274 McAllister Church Road 8.81 22-Jun PP&L For 274 McAllister Church Road 8.81 22-Jun PP&L For 358 McAllister Church Road 78.53 22-Jun M&T Bank -July Mortgage Payment -Personal Residence 1,275.21 7-Jul Deborah W. Piper, Tax Collector 2009 Cty &Twp for 358 McAllister Church Road N/A (Paid from mortgage escrow account.) 7-Jul Deborah W. Piper, Tax Collector 2009 Cty &Twp for 274 McAllister Church Road 895.43 7-Jul Deborah W. Piper, Tax Collector 2009 Cty &Twp for 284 & 286 McAllister Church Road 2,757.92 and 5 Acres Vacant Land 620.83 15-Jul Shelby L. Winter, Tax Collector 2009 Cty &Twp for 4722 & 4726 Enola Road 2,744.59 27-Jul Refund from Deborah W. Piper, Tax Collector 2009 Cty &Twp for 358 McAllister Church Road Had been paid by bank from escrow (408.02) Schedule I-1 Finkenbinder Estate 5.21.IOxls Page 2 Finkenbinder, Mary B. File No. 21-09-00117 27-Jul M&T Bank -August Mortgage Payment -Personal Residence 1,257.69 27-Jul PP&L For 274 McAllister Church Road 8.81 27-Jul PP&L For 358 McAllister Church Road 112.49 24-Aug PP&L For 274 McAllister Church Road 8.81 24-Aug PP&L For 358 McAllister Church Road 119.16 24-Aug M&T Bank -September Mortgage Payment -Personal Residence 1,257.69 28-Sep Diversified Appraisal Services Appraisals of all real estate 3,450.00 28-Sep M&T Bank -October Mortgage Payment -Personal Residence 1,257.69 28-Sep PP&L For 358 McAllister Church Road 90.38 28-Sep PP&L For 274 McAllister Church Road 8.81 28-Oct PP&L For 358 McAllister Church Road 76.49 28-Oct PP&L For 274 McAllister Church Road 8.81 28-Oct M&T Bank -November Mortgage Payment -Personal Residence 1,257.69 9-Nov Costs of Sale of 358 McAllister Church Road Tax Pro-Ration (1,423.04) Final Pay-Off of M&T Bank Mortgage -Personal Residence 36,495.25 Overnight Delivery Fee 10.00 (See Exhibit "T") 9-Nov Costs of Sale of Country Butcher Shop and 274, 284 & 286 McAllister Church Road and 5 Acres of Vancant Land Transfer Tax 860.00 Tax Pro-Ration (2,852.30) (See Exhibit "K") 9-Nov Costs of Sale of North Mountain Butcher Shop and 472:2 and 4726 Enola Road Transfer Tax 270.00 Tax Pro-Ration (1,817.28) (See Exhibit "N") Schedule 1-1 Finkenbinder Estate 5.21.lOxls Page 3 Finkenbinder, Mary B. File No. 21-09-00117 1-Dec M&T Bank Refund -Escrow account (1,055.91) Upon payoff of mortgage on personal residence 24-Dec Refund -State Auto Insurance (282.00) 2010 14-Apr Refund -State Auto Insurance (24.00) 14-Apr United States Treasury Final personal income taxes -Form 1040 -Year 2009 156.00 14-Apr CTCB ("Capital Tax Collection Bureau") Final personal income taxes -Year 2009 30.76 Total: 73 ,768.82 Schedule I-1 Finkenbinder Estate 5.21.IOxls page ¢ REV-1513 EX+ (11-OS) ESTATE OF pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES FILE NUMBER Finkenbind er Ma B. L1-Uy-U11 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 2116 (a) (1.2).] Glenn A. Finkenbinder, 10 Creekview Road, Newville, PA 17241 Son 1/4 residuary 2. Charles R. Finkenbinder, 804 Creek Road, Carlisle, PA 17015 Son 1/4 residuary 3. Roger L. Finkenbinder, 30 Valley Road, Newville, PA 17241 Son 1/4 residuary 4. Joshua S. Wallace, 130 Center Street, Carlisle, PA 17013 Grandson 1/4 residuary ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0 If more space is needed, insert additional sheets of the same size. LAST WILL AND TESTAMENT OF MARY B. FINKENBINDER I, Mary B. Finkenbinder, a resident of the Township of West Pennsboro (284 McAllister Church Road, Carlisle), County of Cumberland, Commonwealth of Pennsylvania, do hereby make, publish and declare this as and far my Last Will and Testament, hereby revoking and m<~tipng void any and atl Wills and Codicils by me at anytime heretofore made. ARTICLE 1 FAMILY 1.01 Identification of Family. I declare that I am the widow of Robert L. Finkenbinder and that we had four children, whose names are as follows; Bazbara E. Wallace;, who died on July 15, 19921eaving one child, a son Joshua S. Wallace; Glenn A. Finkenbinde;r, of 10 Creekview Road, Newville, Pennsylvania; Chazles R. Finkenbinder, of 804 Creed Road, Carlisle, Pennsylvania; and Roger L. Finkenbinder, who resides with me at 284 McAllister Church Road, Carlisle, Pennsylvania. 1.02 Definition of Family Terms. As used in this Will, the term "my children" refers to all my natural children as named in paragraph 1.01 of this Will. As used in this Will, the term "issue" refers to all lineal descendants of the indicated person of all generations, with the relationship of parent and child at each generation. ARTICLE 2 PAYMENT OF BURIAL EXPENSES AND DEBTS 2.01 Description of Expenses and Debts. I authorize my Executor to pay all the expenses of (1) a funeral or memorial service; (2) the interment of my remains, including the costs of a grave site, if necessary; and (3) the installation and inscription of a suitable marker at, and perpetual care of, the grave site. I further direct my Executor to pay all of my debts that my Executor in his or her sole discretion may allow as claims against my Estate. ARTICLE 3 DISPOSITION OF TANGIBLE PERSONAL PROPERTY 3.01 Disposition to Children. I direct my Executor to divide my tangible personal property into two parts. The first part shall contain all items that my Executor determines, after consulting with my children and my grandson Joshua S. Wallace, to be of n.o present or future value or use to them. The second part shall contain the balance of the property. My Executor shall dispose of the first part by sale, abandonment, destruction, or gift to any chanty or person. The proceeds of any sale shall be added to my residuary estate. All property in the second part I give to my children, and my grandson Joshua S. Wallac8, who survive me, in four equal shares, to be divided among them as they shall agree, per stirpes and not per capita. If any child or grandchild is a minor, the Guardian of the person appointed for that child must agree to the division. If no agreement is reached within ninety (90) days after my death, all property in th,e '",, second part shall be sold at public sale and the proceeds thereof added to my residuary estate. ARTICLE 4 . ~ DISPOSITION OF RESIDUARY ESTATE h, ~' 4.01 Disposition to Children. All of the rest, residue and remainder of the \ ~ property that I own at the time of my death, both real and personal, and of every kind and description, wherever situated, to which I may be legally or equitably entitled at the time of my death (my "residuary estate"), I give, devise and bequeath to my children, and my grandson Joshua S. Wallace, to be divided among them four equal shares, per stirpes and not per capita. ~j The share of any child or grandchild of mine who predeceases me leaving issue who survive me shall pass to such issue per stirpes by right of representation. However, if my youngest child, or J;. any grandchild inheriting under this Will, shall be under twenty-one (21) years of age at my death, ~~ his or her share shall instead pass in trust as set forth in Article 5 of this Will. ARTICLE 5 TESTAMENTARY TRUST 5.01 Trust Established. If at the time o1.' my death my youngest child or any grandchild has not yet reached the age of twenty-one (21) ;ears, I give his or her share of my residuary estate in trust, to be administered in conformity with the provisions of this Article 5. A separate trust shall be established for each child and grandchild. 5.02 Appointment of Trustee. I apponnt my son Glenn A. Finkenbinder of 10 Creekview Road, Newville, Pennsylvania, and my son Charles R. Finkenbinder, of 804 Creed Road, Carlisle, Pennsylvania, or the successor or survivor of them, to be Trustee of the Trust established by this Article 5. The Trustee shall have the powers set forth in Article 7 of this Will. 5.03 Resignation of Trustee. Any individual Trustee may resign from the position of Trustee by executing a written resignation and ,delivering it to the successor Trustee. The date of the delivery of the resignation shall be the effective date of the resignation. No Court action or other proceeding shall be necessary for the resignation of an individual Trustee. Every title, estate, right, power and discretion conferred on the initial Trustee under this Will is likewise conferred on any successor Trustee. 5.04 No Bond Required. No bond shall be required of any Trustee or successor Trustee named in this Will. 5.0 S Use of Funds. Until my youngest living child or any grandchild attains the age of twenty-one ('Ll) years, the Trustee from time to time may pay to, or apply directly for the benefit of, him or her any sums from the principal and net income of the Trust as the Trustee deems necessary or advisable to provide for the proper care, support, maintenance and education of the child or grandchild who is the beneficiary of each Urust. 5.0 6 Trustee's Judgment Final. The judgment of the Trustee as to the amount of payments or applications of principal or income pursuant to Paragraph 5.05 of this Article shall be final and conclusive on all persons interested, or who inay become interested, in the Trust estate. On making any payments or applications of principal, the Trustee shall be fully released and discharged from all further liability or accountability. By way of explanation and example and not by way of limitation, the Trustee's power and authority to make discretionary payments to my child may include expenditures for basic maintenance and support; elementary or secondary education; post-secondary technical or vocational training; college, postgraduate and professional study; and assistance in connection with marriage, acquisition and funushing of a home and commencing a business or profession. 5.07 Additions to Corpus. Any property to which my child or grandchild may be entitled during his minority may be added to the corpus of this Trust and administered in accordance with the terms and conditions of this Trust. '1Co the extent that the Trustee has the authority, whether by appointment as Guazdian of the estate, special guardian, or otherwise, to determine the disposition of any property to which my youngest child or grandchild may be entitled during his or her minonty, I direct the Trustee to add the property to the corpus of this Trust. 5.08 Division of Corpus. When my youngest living child or any grandchild attains the age of twenty-one (21) years, the Trustee shalt distribute the corpus of that child or ~ grandchild's trust and any undistributed income of that trust to the child or grandchild. In the event that my youngest child or any beneficiary should die before his or her twenty-first birthday leaving issue, the Trustee shall the distribute the trust corpus anci any undistributed income to his issue, or their guazdian, per stirpes, by right of representation. ' 5.09 Spendthrift Provisions. No beneficiary of these Trusts shall have any right or power to sell, assign, convey, mortgage, pledge, anticipate, hypothecate or otherwise y dispose of any right, title or interest that the beneficiary nay acquire in the income or principal of C~ the Trust estate until the income or principal has actuaity been paid over to the beneficiary by the \ ? Trustee. Nor shall the income or principal of the Trust estate, or any part of it, or any interest of :~ any beneficiary under this Will be liable for, or to any er:tent subject to, any debts of any kind or nature incurred or contracted by any beneficiary, either ibefore or after my death. Any right v'o granted to a beneficiary to receive assets of the Trust estate, either principal or income, for the beneficiary's own use and benefit shall not be available for the satisfaction of any claims of the creditors of the beneficiary. Any right of receipt shall be suspended and may not be exercised by S any beneficiary on the filing of a proceeding in baiilQUptcy in which the beneficiary is debtor. The suspension shall be continued during bankruptcy proceedings and shall be restored only after the entry of a final order of dischazge of the beneficiary as debtor. ARTICLE 6 APPOINTMENT OF EXECUTOR 6.01 Appointment. I nominate, constitute and appoint my three surviving sons, to wit: Glenn A. Finkenbinder, Charles R. Finkenbinder, and Roger L. Finkenbinder, or the successor(s) or survivor(s) of them, as Co-Executors of this my Last Will and Testament. 6.02 Bond Not Required. None of the individuals named in Paragraph 6.01 shall be required to furnish a bond for the faithful performance of his or her dudes as Executor. ARTICLE 7 POWERS OF ADMINISTRATION J .~. ~~ \~ ~'l 7.01 Grant of Powers. My Executor, in the administration of my Estate, and my Trustee in the administration of the Trust established in Article 5 (together referred to as "my fiduciaries"), shall have the powers and authorities set forth in this Article. These powers may be exercised by my fiduciaries in their sole and absolute discretion, without the percussion or order of any Court. These powers shall be supplementary to the powers conferred by law, including,. but not limited to, those set forth in Title 20, Chapter 33, of the Pennsylvania Consolidated Statutes. 7.02 Retention of Assets. My fiduciaries shall have the power to retain any or all property of my Estate or Trust corpus, however received or acquired, for so long as they deem appropriate. This power may be exercised even though the property may not be of the type authorized by law for investment, and even though retention may leave a disproportionately large amount of the value of my Estate invested in one type of property. 7.03 Transfer of Assets. My fiduciaries shall have the power to sell, transfer and convey any property, of whatever nature, including real property, and wherever situated, that I may own at the time of my death, or that may come into my Estate or into the Trust corpus at or after my death. The sale, transfer or conveyance may be by public or private sale, at such time, on such terms and conditions, including selling price and credit, in such manner, and for any reason that my fiduciaries deem appropriate, including, but not limited to, the purpose of obtaining net proceeds to be distributed to my residuary beneficiaries. 7.04 Investment. My fiduciaries shall have the power to invest and reinvest any property in my Estate or in the Trust corpus in preferred and common stocks, bonds, notes, common trust funds (including any managed by any corporate fiduciary), interests in investments, trusts, mutual funds, leases, mortgages on property wherever located, and, generally, in any property and in proportions of property as my fiduciaries deem advisable, even though such investments are not of the character or proportions authorized by applicable law for the investment of such funds. 7.05 Power to Borrow. My fiduciaries shall have the power to borrow mont;y for any purpose for any periods of time and on any terms and conditions as they deem advisable: (including the power to borrow from any corporate fiduciary), and to pledge, mortgage, or otherwise encumber any property in my Estate or in the Trust corpus to secure repayment of any loan, as well as the power to renew existing loans either as maker or endorser. 7.06 Distribution in Cash or in Kind. My fiduciaries shall have the power to make distributions in cash or in kind, or partly in each, in divided or undivided interests, and the power to determine which assets shall be sold and which shall be distributed. in kind, without notice to or consent by any beneficiary. 7.07 Distribution to Minors and Persons Under Disability. My fiduciaries shall have the power to make distributions or payments to or for the benefit of any beneficiary who is a minor, an incompetent, or who in the fiduciaries' judgment is incapacitated. The distributions or payments shall be made in any one or more of the following ways: (1) Directly to the beneficiary; (2) d~rectiy to the creditor in payment of the debts or expenses of the beneficiary; (3) to the Guardian of the person or estate of the beneficiary; (4) to any custodial parent of a minor beneficiary; (5) to a custodian for the beneficiary under any law related to gift`, to minors, including to my fiduciaries in that capacity; or (6) to any other person who shall have the care and custody of the person of the beneficiary. There shall be no duty to see to the application of funds so paid, provided due care was exercised in the selection of the person to whom the funds were paid, and the receipt of the person shall be full acquittance of the fiduciaries. To the extent that any provision of this Paragraph 7.07 is inconsistent with any provision of Article 5 creating a Trust of the residue for the benefit of my minor children, the provisions of Article 5 shall control. For purposes of this Article 7, "minor" is defined to mean any person under the age oif twenty-one (21). 7.08 Disposition of Business Interests. My fiduciaries shall have the power to continue or to permit the continuation of any business, incorporated or unincorporated, in which I may have any interest at the tune of my death for any period of time, or to liquidate the business on any terms, as they deem appropriate. This power includes, but is not limited to (1) the power to invest additional sums in any business, even to the extent that my Estate or the Trust corpus may be invested lazgely or entirely in the business, without liability for any loss resulting from lack of diversification; (2) the power to act as or to select other persons to act as directors, officers or employees of any business, to be compensated without regazd to being a fiduciary under this Will; and (3) the power to make any other arrangements in regard to any business as my fiduciaries shall deem proper. 7.09 Employment of Agents. My fiduciaries shall have the power to employ and pay the compensation of any and all attorneys, agents, custodians, attorneys-in-fact, experts, investment counsel, accountants, bookkeepers or other agents or providers of services as my fiduciaries deem advisable in the administration of my Estate. 7.10 Commissions. My fiduciaries shall have the power to take reasonable commissions on account at any time during the administration of my Estate or of the Trust without the approval of any beneficiary or of the Court, but subject to allowance or disallowance on the. settlement of the final accounts of my fiduciaries. 7 . ll Third Party Reliance. No person or corporation dealing with my Executor shall be required to see to the application of any property paid or delivered to my Executor, or to inquire into either the authority of my Executor to enter into any transaction or the expediency or propriety of any transaction entered into by my Executor. ARTICLE 8 TESTAMENTARY GUARDIANS years. 8.01 Guardian of Person. I have no children under the age of eighteen (18;) 8.02 Guardian of Estate. It is my intent that all property to which any child. of mine or any grandchild shall become entitled to during his or her minority, and until he or she shall reach the age of twenty-one (21), shall be included in the corpus of the Trust established in Article 5 of this Will, and administered exclusively under the provisions of that Article. However, should a guardianship of the estate become necessary for any reason, or be required by any Court, I nominate whoever is at that time serving as Trustee of the Trust to serve also as Guardian of the Estate of any minor child or grandchild. The person appointed as Guazdian of any Estate should serve as long as he or she continues to serve as Trustee, with the guardianship to pass to any successor Trustee. ~ 8.03 No Bond Required. No bond shall be required of any Guardian of the; person or estate of my minor children who is nominated under this Wi1L . 7 8.04 Funds for Guardian. The Trustee and Guardian of the Estate of any ~ minor child or grandchild of mine shall pay any amounts to the Guazdian of the person of the child or grandchild that the Trustee deems necessary to provide housing, food, clothing, recreation amd comfort to the child or grandchild. Any such payments shall come fast from the income of the '' Trust and if there is not sufficient income, then from the principal. These payments may be tnade to the Guardian of the person in his or her individual capacity, even though the expenditure might directly or indirectly benefit the Guardian or others in the Guazdian's family. These expenditures may specifically include, but shall not be limited to, an addition to or remodeling of the Guazdian's residence so as to enable the minor child to reside comfortably with the Guardian. a~ ti ARTICLE 9 PAYMENT OF DEATH TAXES 9.01 Inheritance Tax. I direct that the Pennsylvania inheritance taxes payable as a result of my death, not limited to taxes assessed on property passing under this Will, shall be. paid out of my residuary estate and shall not be deducted or collected from any beneficiary under this Will or other transferee. ARTICLE 10 LIABILITY OF FIDUCIARIES 10.01 Liability Limited to Actual Fraud or Willful Misconduct. My fiduciaries shall not at any time be liable for mistakes of law or factor both, for errors of judgment, or for any loss coming to any beneficiary under this Will, or to any other person, unless the loss is the result of actual fraud or willful misconduct on the part of the fiduciary. My fiduciaries may, from time to time, consult with counsel with respect to the meaning, construction and operation of this Will, particularly with respect to the apportionments, allocations and disbursements, and may act on the advice of counsel in all matters without incurring liability on account of their actions. ARTICLE ll INTERPRETATION 11.01 Meaning of "Survive ". For the purposes of this Will, in determining whether a person has survived me or survived another person, the person shall not be deemed to have survived if he or she dies within ninety (90) days of my death or of the death of the other person. 11.02 Successors of Fiduciaries. All pronouns referring to an Executor or Trustee, and the terms "Executor" and "Trustee" shall be construed to mean any person acting as my Executor or Administrator with will annexed, or Trustee as the case may be. 11.03 Number and Gender. If required by the context of this Will, singular language shall be construed as plural, plural language shall be construed as singular, and the gender of personal pronouns shall be construed as either masculine, feminine or neuter. 11..04 Headings. All headings used in this Will to describe the contents of each article, pazagraph or other division aze provided for convenience only and shall not be construed to be a part of this Will. 11.05 Governing Law. This Will shall be construed in conformity with the law of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Wil] and Testament, written on five (5) pages, this 24th day of August, 1993. ~~~li~+-.~LEs~~--c~~ c> (SEAL) Mary B. ~ tnkenbinder Signed, sealed, published, and declared by Mary B. Finkenbinder, the Testatrix above named, as and for her Last Will 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 attesti-g witnesses. ~ . ~-3 _ ~~ ~~ APPRAISAL REPORT 358 McALLISTER CHURCH ROAD CARLISLE, PENNSYLVANIA PREPARED FOR THE ESTATE OF MARY B. FINKENBINDER BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES 35 EAST HIGH STREET, SUITE 101 CARLISLE, PENNSYLVANIA 17013-3052 (717) 249-2758 SUMMARY OF IMPORTANT FACTS AND CON(:LUSIONS LOCATION: 358 McAllister Church Road Carlisle, Pennsylvania TAX PARCEL NUMBER: 46-18-1390-003 IMPROVEMENTS: One-story detached single-family dwelling. PROPERTY RIGHTS: Fee simple interest. OWNERSHIP HISTORY: The subject property is owned by Mary B. Finkenbinder. The property was purchased on March 2, 2001 for a reported consideration of $145,000 and ownership transferred on Deed Book 240, Page 431. SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the subject's area, an inspection of the subject property, an estimation of the property's ;highest and best use, consideration of all three approaches to value, and the application of those relevant to the valuation of the subject. OBJECTIVE: To estimate the market value of the subject property as unencumbered. EFFECTIVE DATE: January 29, 2009. HIGHEST AND BEST USE: Continued use as asingle-family residence. COST APPROACH: N.A. SALES APPROACH: $173,000 INCOME APPROACH: N.A. FINAL VALUE CONCLUSION: $173,000 2 ~~~ ~ e~~ . , ~ is ~ C .~,.{ /k'Q . 7'C / ,~ ,~~.~~~;V.~r;~ co~r~TY-~a ~r~ THI~ ~N'Z3~UIina{ie~tl~s ~ 'day of ~~,~i: , in the year of our Lord Two Thousand and One (2001) BETWEEN the Estate of Maybelle Shughart a/kla Maebelle Shughart, by John P. Shughart, Jr. , Executor of the Estate of Maybelle Shughart a/kJa Maebelle Shughart, Grantor, AND Mary B. Finkenbinder, a widow, of Cumberland County, Pennsylvania, Grantee, WHEREAS, the said Maybelle Shughart alkla Maebelle Shughart died, and WHEREAS, Letters Testamentary was granted to John P. Shughart, Jr. on August 1, 2000 by the Register of Wills of Cumberland County, Pennsylvania, and WHEREAS, Letters Testamentary were issued to Sohn P. Shughart, Jr. without the requirement that any bond be posted by him, and WHEREAS, Section 3351 of the Probate, Estates and Fiduciaries Code (20 Pa. C.S.A: 3351) gives a personal representative the power to sell at public or private sale any real property not specifically devised, and WHEREAS, the hereinafter described real property was not specifically devised; and WHEREAS, the said Maybelle Shughart a/k/a Maebelle Shughart departed this life on the 23rd day of July, 2000, at the time seized in fee of and in a certain messuage or tenement and tract of land, hereinafter described. NOW THIS INDENTURE WITNESSETH, that the said Grantee for and in consideration of the sum of One Hundred Forty-Five Thousand Dollars and no/100 ($145,000.00) lawful money of the United States, to the Grantor in hand paid by the said Grantee at and before the sealing and delivery hereof, the receipt whereof is hereby acknowledged have hereby granted, bargained, sold, aliened, released and confirmed, and by these presents, do hereby grant, bargain, sell, alien, release and confirm unto the said Grantee, the said lot being more particularly described as follows: ALL that certain tract of land situate in West Pennsboro Township, Cumberland County, Pennsylvania, bounded and described pursuant to a survey by Tom O. Bietsch, Registered Surveyor, in April 1966, as follows: O p3 BEGINNING at a point in the center of Township Road No. 482, the Public Road leading to Burgner's Mill; thence by land of the Grantees South 58 degrees 30 muiutes West 228 feet to an iron pin; thence by land being retained by the Grantors, North 12 degrees 30 minutes East 346.2 feet to an iron pin; thence by the same and along a fence line, North 67 degrees 30 minutes East 202 feet to a point in the center of the Public Road aforesaid; thence by the center of said Road, South 12 degrees 30 minutes West 303 feet, more or less, to the Place of BEGINNING. KNOWN AS and numbered 358 McAllister Church Road, Carlisle, Pennsylvania, 17013. AND BEING the same premises whicr~ Faul E~~. Landis and Anna C. L~~dis, his wife, by deed dated May 2, 1966, and recorded in the Recorder of Deeds Office, Cumberland County, Pennsylvania, in Deed Book "Y", Vol. 21, Page 655, granted and conveyed unto John P. Shughart and Maybelle Shughart, his wife. And the said John P. Shu~.ghart having died on March 8, 1995 whereupon title vested to Maybelle Shughart. The said Maybelle Shughart departed this life on July 23, 2000. This property is being sold by her Estate through her duly appointed Executor as referred to above. TOGETHER with all and singular ways, waters, watercou~.rses, rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging, or in anywise appertaining, and the reversions and remainders, rents, issues and profits thereof; and also, all the estate, right, title, interest, use, trust, property, possession, claim ands demand whatsoever, in law, equity or otherwise howsoever, of, in, to or out of the same; TO HAVE AND TO HOLD, the said hereditaments and premises hereby granted and released, or mentioned and intended so to be, with the appurtenances, unto the said Grantees, their heirs and assigns, to and for the only proper use and behalf of the said heirs and assigns, forever. AND THE SAID, John P. Shughart, Jr., Executor, does covenant, promise and agree, to and with the said heirs and assigns, by these presents, that the said John P. Shughart, Jr. , Executor has not done, committed, or knowingly or willingly suffered to be done or committed, any act, matter or thing whatsoever whereby the premises he-reby granted, or any part xhex~~ ~~~;' ~rn,~ ~br~ll;~r ma~;`be impeached. r.:~~ ~l .:a r r:} it i .t rt ..t.i ...: s t 1 . I`''f t't"i ,- t u i t t t:::a ... t .., , _... '~ ~~=' ~?ITN~: S the dhe ecution here:~f the da month and ear first above .. ; .. - : ;..,.., ~_~ a ~. - ...~ rn"1 Iy rf ,..~.. Fil .~:a ~~wt t'::: ^.. i'1 l:.+i ~ ~1 ~ '. ;'~ _~ -- ~.%' -... t.1J i'.:J ..I,~ ' _ 1^.V !'l ['i_e i,.t. v t yrl {~ ,~ryg !ae'~91~' ~ 13 YY .. l._ f i. WITNESS: ,,~ _ -~ f ~ ~ ~ ~ - ~ ' e (Seal) JQ N P. SHUGH T, Executor i~ CERTIFICATE OF RESIDENCE I do hereby certify that the precise residence and complete post office address of the within named Grantee is 284 McAllister Church Road, Carlisle, Pennsylvania, 17013. Attorney or Grantee STATE OF PENNSYLVANIA ) ss: COUNTY OF G~c~Lla~,~-~ ) On this, the ~~d day of 12'liA-~.~ 2001, before me the undersigned officer, personally appeared John P. Shughart, Jr. of the ;state of Pennsylvania, Counts of Cumberland, Executor of the Estate of Mayhelle Shughart a/kla Maebel_1_e Shughart, known to me (or satisfactorily proven) to be the person described in the foregoing instrument, and acknowledged that he executed the same in the capacity therein stated and for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. .~.i; .,.:r, ., e ~~ ~ ~ ~~ Not ry Public ~ry~~p qp~ pp~ ~~6'~ R fl.~'1.7 ~ &~~ Y9tl.16 Y0 WVii9Yyy PlJVH~LX10 e9Y Rk1~:~E~9 E?fpeR~ JC9PdP:4?,i SELF-CONTAINED APPRAISAL REPORT CONIlVIERCIAL & RESIDENTIAL PROPERTY .4722 & 4726 ENOLA ROAD NEWVII.LE, PENNSYLVANIA PREPARED FOR THE ESTATE OF MARY B. FINKENBINDER BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES 35 EAST HIGH STREET, SUITE 101 CARLISLE, PENNSYLVANIA 17013-3052 (717) 249-2758 pc"";ny tdl~~/ SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS LOCATION: 4722 & 4726 Enola Road Newville, Pennsylvania TAX PARCEL NUMBERS: 15-04-0389-004A and 15-04-0389-004AJ02 OWNERSHIP: Mary B. Finkenbinder. LAND SIZE: 2.11 acres. ZONING: Agricultural District. FLOOD HAZARD DATA: The subject is not located in a FEMA identified flood haz- ard area according to map #42041 C0185E. PROPERTY RIGHTS: Fee simple interest. SCOPE OF ASSIGNMENT: The scope of the assignment included an analysis of the subject's area, an inspection of the subject property, an es- timation of the property's highest anti best use,. considera- tion of all three approaches to value, ,and the application of those relevant to the valuation of the subject. IMPROVEMENTS: One-story detached butcher shop building and atwo-story detached single-family dwelling. OBJECTIVE: To estimate the market value of the subject property as un- encumbered. USE OF THE APPRAISAL: Settlement of the Mary B. Finkenbindc:r estate. EFFECTIVE DATE: January 29, 2009. HIGHEST AND BEST USE: Continued use as a butcher shop and as a residence. COST APPROACH: N.A. SALES APPROACH: $187,000 INCOME APPROACH: N.A. VALUE CONCLUSION: $187,000 4 I~Tf «;~" - ---- ~ . yrI . j f'1••~ ~ ~ 201 LT-11-Worranty Deea-Shcrt form-Acr 1909-Doubie Sheet Qw~;,,, „ . ~~+ ~~' _ [awnshtp o . • • • • • • • • ~chaol Qis~. Cuncb •~ Herry Hall, Inc ,Indiana, PA CU'rr~b. ~y ~dr T Sflt Tax - t X Rser Estate rei1 ^ ( ~ Y Reaf Estate Transfer Tax L I ~S_ L, ~ '-Data ~ ~Q;~-cue`/i . _•. - ` ? ~~ ~ 3 ~LC~i'J"~-C..c~L~ ~Q3st. Cod: 9t n v ... : v L`ylsszh.- ., Canb. bra GKaf. Cd. t-~f+ '~!3 e C(~~~~~ d .-.L,.. H MADE THE ~ l day of ='~'~ - =-•-- -- in the year of our Lord oree thousand nine hundred eighty-four (1984 ) BETWEEN J. RICHARD ZIMMERMAN and ROBERT L. FINK:ENBINDER, Partners; ~~" trading and doing business as the Country Butcher Shop, of West --_~ ~=~~'' ~, Pennsylvania ~"~' Pennsboro Township, Cumberland County, , -_=` ~~~ -, ~=' ~ w: - a '~= _ .~ -~ ' ~} D .a -~ ~~` ~ Y and ROBERT L. FZNKENBINDER and MARY B . FiNKENBTNDER, his ~r~~'~e~`~ ~' ?~ of the Village of Elliotson, West .Pennsboro Town hip, Cumberland °~ County, Pennsylvania, .'~' ,--.~ n J' N„ s Grantee~S ~ . ~~ • ' WITNESSETH, that in consideration of _____________One--_____________-__________ in hand paid, the receipt whereof is hereby acknowledged, the said grantor g do hereby grant and convey to the said grantees ,their heirs and assigns as tenants b;y the entirety ALL that certain tract of land with the improvements thereon erected located in Lower Mifflin Township, Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING at an existing Parker Kalon nail in .the .center line of Pennsylvania Route 944 and at the southeast corner of lands now or formery of Robert L. Burgard, Jr.; thence along lands of Robert L. Burgard, Jr. North 36 degrees 33 minutes 5 seconds East 329.51 feet to an existing stake; thence along the same North 30 degrees 18 minutes O1 seconds West 125.47 feet to an existing stake; thence along lands of George H. Cries et ux North 77 degrees 30 minutes 16 seconds East 1$9.97 feet to an iron pin; thence along same land South 16 degrees 17 minutes 37 seconds East 83.40 :Peet to an iron pin at a post; thence along same South 6 degrees 4.L minutes 41 seconds West 284.98 feet to an iron pin; thence along the same South 51 degrees 50 minutes 18 seconds West 244.78 feet to a railroad spike in the center of Pennsylvania Route 94~k; thence along said Route 944 North 43 degrees 35 minutes 1 second West 86.22 feet to a railroad spike in the center of Pennsylvania Route 944; thence along said road North 56 degrees 19 minutes 45 seconds West 68.10 feet to an existing pin being the place of BEGINNING. ~; •~; ~`? ~` i~`,_;^ ~- B~Gt, tied" . E ~ ~Q:~.~ a ; . 1~"'~' "'~"' This property is described pursuant to the land survey and sub- division plan prepared by Carl D. Bert, Registered Surveyor, dated June 17, 1977, and recorded in the Office of the Recorder of Deeds for Cumberland County, in Plan Book 30, Page 108. BEING the same premises which Robert E. Riley and Lesley R. Riley, his wife, by their Deed dated November 12, 1879, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book "T", Volume 28, Page 263, granted and conveyed unto J. Richard Zimmerman and Robert L. Finkenbinder, Partners, trading and doing business as the Country Butcher Shop, Grantors herein. And the said grantorg hereby covenant and agree that they will warrant generally 1J~vl\ :huL the property hereby conveyed. IN WITNESS WHEREOF, said grantors haVehereunto set their hand S and sealSthe day and year first above written. ~igneD, ~ealeD unD ~eliuereD in the ~resenre of State of Pennsylvania J. ichard Zi merman ~, ~r obert L. Finkenbinder Partners_,_ ~adin~ and doing business as the Country ButcY:~er Shop ss. County of Cumberland ~~ ez".v--~2~ On this, the ~ day of 19 8l! ,before me, a notary public, the undersigned officer, personally appeared J . RICHARD ZIMMERMAN anal ROBERT L . FINKENBINDER, Partners, trading and doing business as the Country Butcher Shop, known to me (or satisfactorily proven) to be the persons whose name S are subscribed to the within instrument, and acknowledged that they executed same for the purposes y therein eontained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. .. `.':~~,i.$;!J,,,L',~ .. ~r,s ME ENE MARHEVKA, Notar Pu6liK = =' ~ 1 i.Qri15~@ ~nmMar~attd rC@^' Na '°;;~ '~~> c .t"~ ,r . Y~ ~~ T ~.` My Commission Expires ~ ~/~~ Tit~~o,~tJf,~~~: ;~ t/ ~ .r` -~ State of ~ " ss. county of On this, the day of the undersigned officer, personally appeared 19 ,Before me, known to me (or satisfactorily proven) to be the person whose name subscribed to the within instrument, and acknowledged that executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Title of Officer. I do hereby certify that the precise residence and complete post office address of the within named grantee is R. D. #~, Carlisle, Pennsylvania, 1701.3 . Sm~ r ~°a'~, 198 ~ .~ Attorney for ./~~4~~~--f _,. ~. ~~9 ! ~~~ , \ ~ ~~ ~~ ~, +~ ~ to +~ c~ cd ra a ~ ~ '~ N F-i ~ ~ O Cd P'-, •ri -4~ W ~ ~~ ~ Q ~ ~ , c ~ ~~.QOS~ ~ W bll Ul ~ ~ W •r-t S-~ ~xoa~ N H ~ U Qw ~ ~ ~ ~ cd W x ~~ ~H~S-, H (~ •r-I -1-~ fZW~ ~ Cq cd ~ ~fZ-NU I O H I a~ w .,~ zi ~ ~ ~ CC3 •r! U ~ U ~ ~ W ~~ ~ W ~ W Z ~ ~ W w Z H .~ a • E-i P~ W~ W ~ ~~ r COMMONI~EALTHO,F/P,ENNSYLVANi County of RECORDED on this /~ day of ,~~ A. D. 19~in the Recorder's office of the said County, in Deed Book /~ i~ol. `-' ~ ,Page /~` ~ _. Given under my hand and seal of the sa~off% the date above writtea. ° ,Recorder. W H C~ C1~ W Q cv W d x ~p~ ,,, . y„ . ~f ar , ~.~ APPRAISAL REPORT 274 McALLISTER CHURCH ROAD CARLISLE, PENNSYLVA1IA PREPARED FOR THE ESTATE OF MARY B. FINKENBINI;IER BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES 35 EAST HIGH STREET, SUITE loll CARLISLE, PENNSYLVANIA 17013-3052 (717) 249-2758 '~ "' SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS LOCATION: TAX PARCEL NUMBER: 274 McAllister Church Road Carlisle, Pennsylvania 46-19-1659-010 IMPROVEMENTS: Two-story detached single-famil}~ dwelling. PROPERTY RIGHTS: Fee simple interest. OWNERSHIP HISTORY: The subject property is owned by Mary B. Finkenbinder. The property was purchased on ]December 21, 1988 for a reported consideration of $,?4,000 and ownership transferred on deed reference 33-5-709. SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the subject's area, an inspection of the subject property, an estimation of the property's highest and best use, consideration of all three approaches to value, and the application of those relevant 1:o the valuation of the subject. OBJECTIVE: To estimate the market value of t:he subject property as unencumbered. EFFECTIVE DATE: January 29, 2009. HIGHEST AND BEST USE: Continued use as asingle-family residence. COST APPROACH: N.A. SALES APPROACH: $13,000 INCOME APPROACH: N.A. FINAL VALUE CONCLUSION: $13,000 2 "y~~~'~' "C~ F~,,;;r: ~~~ Sc?47.6''. _. it..~ ~. `~ ~vw ~ ~._ ~~; C .t. Yoh ~ ;, ;~ ~: ~~ ~_ M,_ ;N ~~~~ ;; " ~. +` _ Tf~ TWI7~TiTlF2R MADE THE G.~ ~ day of ,{~~~~1'1%~1~~ in the year our our Tord one thousand nine hundred eighty-~1~1~1"(19&3~) BE'IWEEDI ROBERT E. MSS, Executor of the Last Will and Testment of WAS W. NlYERS, late of West Pennsboro Township, Ctunberland County, Pennsylvania, hereinafter called GRP,I~DDR, AND ROBERT L. and 1~RY B. ,Husband and Wife of West Peru~sboro Township, (284 McAllister Church Road, Carlisle), C~nnberland County, Pennsylvania, hereinafter called Wf~RFAS, T~~iE W. M~2S, at his death, awned the real estate hereinafter described; and WHEREAS, TnA~ W. NLYIIZS, died on October 5, 1988, testate, and by his Last Will and Testament, dated March 22, 1983, duly proved and registered in the Office of the Register of Wills in and for Ctmibexland County, Pennsylvania, in Will Book , Page , (Estate No. 21-88-725), named his son, ROBEKI' E. MYERS, Executor of said Last Will and Testament; and WHERF,AS, Letters Testamentary were issued to the said ROBEE~I' E. MYER.S, on October 12, 1988, which Tatters Testameni-..ary remain in full force and effect; and WHEREAS, the said real estate was not specially devised in said Last Will and Testament. NOW THIS Il~IDENZLIRE WITNFSSEI'H, that the said ROBERT E. MYERS, by power vested in him by 20 Pa. C.S.A. §3351, for ar~3 in consideration. of the sum of Twenty-Four Thousand and 00/100 ($24,000.00) DOLLARS lawful money of the United States, to him in hand paid by the said Grantees at and before the sealing and delivery hereof, the receipt whereof is hereby acl~owledged has granted, bargained, sold, aliened, released and confirmed, and by these presents, does grant, bargain, sell, alien, release and confirm unto the said Grantees, their heirs and assigns, as tenants by the entirety, ALL THAT CERTAIN house and lot of ground situate in the Village of Elliottson, West Pennsboro Township, Ctunberland County, Pennsylvania, bounded and describe as follows: BEGINNING at a point on the west side of a private road 30 feet wide, being the northeast corner of a lot, now or formerly of Clyde Shughart and wife; thence North 87 1/2 degrees West 1.50 feet to an alley 16 feet wide; thence along the east side of said alley, North 2 1/2 degrees East 41.5 feet to a point; thence South 87 1/'2 degrees East 150 feet along lands now or formerly of James Elliott to said road; thence ~~,GO~~S ~~ PAGE ~Q~ ~ with said road, South 2 1/2 degrees West 41.5 feet to the Place of Beginning, said tract having an area of 6,275 square feaet. BEING the same premises which Elora E. Myers, et a]_., by Deed dated August 28, 1969, and recorded in Cumberland County Recon~ Book "J," volume 23, Page 110, granted and conveyed to Wayne W. Myers and Vesta M. Myers, His Wife. The said Vesta M. Myers died on the ]_Oth day of November, 1982, thereby vesting fee simple title, by operation of law, in the said Wayne W. Myers. TO HAVE AND TO HOLD, the said hereditaments and premises hereby granted and released, or mentioned and intended so to k~e, with the appurtenances, unto the said, Grantees, their heirs and assigns, to and for the only proper use and behoof of the said Granteesa, theirs heirs and/or assigns forever. And the said Grantor does covenant, promise, and agree, to and with the said Grantees, their heirs and assigns, by thESe presents, that the said Grantor has not done, committed, or knowingly or willingly suffered to be done or committed, any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, chanTed or incumbered, in title, c:han~e, estate, or otherwise howsoever. WITNESS the due execution hereof the day, month and year first above written. WITNESS ~ ~ ~ ~, ~:. t., ~~~. _, . i'.~~ .~ TUVVrtsiti;, c~i ~'? Z'7- f n -.~-. n S ~~'~_ u Cumb. Ca., Pa. -? % Real Estate Transfer Tex Date ~ ~.. '_ . F~Y\A~m't\. /~ o ~ c_, ~ `~ V ~~. ~~~~~~~ ~--~ . ~ ~sEAL~ Robert E. ers, Executor (SEAL) of the Estate of t~,YNE W. MYERS ~~ Bcox~ 33 P~c~ 7i0 School Dist. Cumb: Co.. Pe. 1_96 Real Estat® Transfer Tex Date_~~ ~ `~ ~ a. o - ~~ Amt. _..,...~,~ umb. Co. Dist. Cpl. Apt, --':~ State of P~SyY,~~~ County of C>;J~D SS . ~ ths.s, the ~/ ~ day of ~~ ~v1 ~ ~~ before me, the undersigned officer 1988 mown to me (or satisfactoril ~ P~onally appeared ROB E, ~sc~'i-bed to the within ins y P~~~ to be the person whose name is the same for the Purposes therein cori ~ owled5ed that he executed ~ ~S WFII~2EOF, I hereunto set my hand and official seal. ~~4.:::1 i.~. l ~ NOTARIAL SEA! { KELIY A, NiCKEI, NOTARY Qt!!lLIC Cf,HtIS1,E fl090., CUMBERLANp COUNTY, PA k!'~ .~ llt~yr ;;r;ON Ei(P1RES JUlY f 3, tl92 C~I~T~ OF RESII~ s I doh ~ ~ ~~~ ~ office address certify that the precise residence and ~' the within named Grantee ~ ~ ~let~~t tits "~./`~ G _ -~ -"r ~~ r ~ i ~~n~1S'~iVariln ~ FK; `'? ~•~~~.~~~~~ ~n t~i~`pfficerur the recc~rdirt~ u~ 1,:~.~,~__;: _ CiiCt ~,~. ~~nd fdr ~zrnlaerlf:ncs ~,;oc~r~~y, ~ ~.. ~: "~± s~ ~~.y hand ~ ~:~af • ~affice, ~.~` bVL~ .. .; ,~~ .~. ~ecerder BOfl~ ~ PAGE "~~~ ~Ifpb'~~' SELF-CONTAINED APPRAISAL REPORT' COMMERCIAL & RESIDENTIAL PROPERTY 284 & 286 McALLISTER CHURCH ROAID CARLISLE, PENNSYLVANIA PREPARED FOR THE ESTATE OF MARY B. FINKENBINDER BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES 35 EAST HIGH STREET, SUITE 101 CARLISLE, PENNSYLVANIA 17013-3052 (717) 249-2758 SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS LOCATION: 284 and 286 McAllister Church Road Carlisle, Pennsylvania TAX PARCEL NUMBERS: 46-19-1659-008, 46-19-1659-008./02 and 46-07-0475-038. OWNERSHIP: Mary B. Finkenbinder LAND SIZE: Tract with buildings: .40 acre Vacant tract of land: 5.00 acres ZONING: .40-acre site: High Density Residential District. 5.00-acre site: Commercial District. FLOOD HAZARD DATA: The subject is not located in a FEMA identified flood haz- ard area according to map #42041 C0209E. PROPERTY RIGHTS: Fee simple interest.' SCOPE OF ASSIGNMENT: The scope of the assignment included an analysis of the subject's area, an inspection of the subject property, an es- timation of the property's highest ands best use, considera- tion of all three approaches to value, and the application of those relevant to the valuation of the subject. IMPROVEMENTS: One-story detached butcher shop building and atwo-story detached single-family dwelling. OBJECTIVE: To estimate the market value of the subject property as un- encumbered. USE OF THE APPRAISAL: Settlement of the Mary B. Finkenbinde;r estate. EFFECTIVE DATE: January 29, 2009. HIGHEST AND BEST USE: Commercial building: Continued use as a butcher shop. Single-family dwelling: Continued use as a residence. 5-acre tract: Use as anagriculture-commercial building site. COST APPROACH: N.A. SALES APPROACH: $233,000 INCOME APPROACH: N.A. VALUE CONCLUSION: $233,000 4 ..~~ ~!~~'f~5~' cs61w ~! 2p1CT-11-Warranty Deed-5'~ortForm-Act 1909-Double Sheet aenrY Hon, ir,~., ~nd~<~n~, cA a ^.~,~ School Qis+. Curnb. G'o., P~, yX Raal Es#nts 7Nnsfer Tax t-- Y~ ~e r Date G ~_,.. r f.. An~4~? ...... . Comb. Co. Dis#. Cot. Agt as' 3 4.i a ~r t • , tl~-~.,nr.z,,_. rawRShi~ o~ ...................~ ~.UfMf~. CiOn I'A, tT7. Real Estat• TransferT-a-x Cvmb: Go. Dist: Col. Ag#. tl ~ ,j ` ~ L °?•-'~. MADE THE ~ ~ ~ day of =°' an the yed~ ,; ~ ;~ ,_ of our Lord one thousand nine hundred eighty-four (1984) :~ i ;.: BETWEEN J . RICHARD ZIMMERMAN and ROBERT L. FINKT~NBINDER, Partners'° '~==' trading and doing business as the COUNTRY BUTCHER SHOP, of West -~ ., ~~ ~ ~~ _' Pennsboro Township, Cumberland County, Pennsylvania, -' ''":~.~T ': .-~ ~ -~, ~. ~~.,. Grantors°~ `~ ~ a..°., and ROBERT L. FINKENBINDER and MARY B. FINKF;NBINDER, his wife, of the Village of Elliotson, West Pennsboro Township, Cumberland County, Pennsylvania, Grantee S WITNESSETH, that in consideration of -----------------One----------------------- -----------------------------($1.00}---------------------------Dollar in hand paid, the receipt whereof is hereby acknowledged, the said grantors do hereby grant and convey to the said grantees ,their heirs and assigns as tenants by the entirety, ALL those two certain tracts. of land situated in the Village of Elliotson, West Pennsboro Township, Cumberland County, Pennsylvania, bounded and described as follows: TRACT N0. 1: BEGINNING at a point which marks the Southeast corner of lot of ground conveyed by James Elliott and Bertie E. Elliott,. his wife, to Charles Worley, by survey and deed dated March 15, 1882, thence South 2 1/2 degrees West 55 feet to a point; thence North 87 1/2 degrees West along lands now or formerly of James Elliott and Berne E. Elliott, his wife, 150 feet to a post; thence along lands oz"' same North 2 1/2 degrees East 55 feet to a post;' thence along lands now or formerly of said Charles Worley, South 87 1/2 degrees East 150 feet to the Place of BEGINNING. CONTAINING 33.3 perches. TRACT N0. 2: BEGINNING at a post 70 feet South 52 degrees West from an angle on the Northern boundary of this original tract of land, this ~, angle being at or near a corner of lands now or formerly of Jacob Gebhart; thence by other lands now or formerly of Charles H. Worley South 2 1/2 degrees West 55 feet to a post; thenc:e by same North 87 1/2 degrees West 150 feet to a post; thence by same North 2 1/2 degrees East 68 feet 8 inches to a post; thence by same South 81 3/4 degrees East 150 feet 2 inches to the Place of BEGINNING. CONTAINING 34 2/3 perches. BEING the same premises which Oliver A. Day and Thelma_P. Day, his wife, by their_Deed dated November 1, 196.5, and ~~ecorded in th:e Office of the Recorder of_Deeds in and for Cumberland County, Pennsylvania, in Deed Book "U", Volume 21, Page 242, granted and conveyed unto J. Richard Zimmerman and Robert L. Finkenbinder, Partners, trading and doing business as The Country Butcher Shop, (xrantors herein. And the said grantors hereby covenant and agree that they will warrant generally the property hereby conveyed: ~. ~ 6st~ear IN WITNESS WHEREOF, said granto~S haV e hereunto set their and year first above written. ~t~ITeD, ~e~leD Mri~ ~e1tUPre~ in tl~e presence of State of Pennsylvania hand g and sealg the day :~1~-' -c.c~e~-tti J, ichard i erman. ~ c3.n w...e~~ Robert L. Finkenbinder Partners, trading and doing business as the Country Butcher Shop ss. County of Cumberland ~ f ~~~~.~~~ On this, the ! ILJ~ day of ~- 19 81{ ,before me, a notary public, the undersigned officer, personally appeared J , RICHARD ZIMMERMAN and ROBERT L . FINKENBINDER, Partners, trading and doing business as the Country Butcher Shop, known to me (or satisfactorily proven) to be the persong whose names are subscribed to the within instrument, and acknowledged that they executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto sett my hand and official seal. ... . MERt NE MARHEVKA, Notary Publie J ,`~ ' Carlisle, ._ .= My Commission Exair2s (p f -~/~C9 Title,of,~ficer. ~, ,. 'r ~l ~ ~ : 1 d State of ~'' ~~ ~~ ;~ ~ . ~; ~• SS. ~~... County of Oa this, the day of the undersigned officer, personally appeared 19 ,Before me, known to me (or satisfactorily proven) to be the person whose name subscribed to the within instrument, and acknowledged that executed same for th.e purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and off cial seal. Title of Officer. I do hereby certify that the precise residence and complete post office address of the within named grantee is R . D . #ll , Carlisle , Pennsylvania ~ 17013 , ~C,T~pf~~'. ~~~..~-,~ --, -? >~r .rte . r~ ~/ ,~ ,- Attorney for ~C~_~9 ~. q ~~~$~~ Yi~sG /C~ a n W ~ ~i--f ~ ~ W O ~ ~ ~ H (/~ U2 ^ U3 ~ Tn ~ " ~ ~ ~ ~ ~ •r-I .Li -N (~ Ste ' ' W .~ ct? v1 ~ W ^ ~ ~ ~ A ~ ~ Q ~ N l H(-~~ j ~ N U W •~ O ZH ~ (~ •.-4 -1~ H W W ~ ~'~ W t ~ W N H '~ ~ H "~ w Z ~ ~ xx ~~ HH•rl~ ~ fZ f~ a3 U P~ f~ ~~ ha-~~ COMMONi~EALTH OF PENNSY,,L~VIANIA ~ii~~J ss. County of -~-~~y~~~ RECORDED on this // day of ~~ A. D. 19_.L_, in the Recorder's office of the said County, in Deed Book /~ Vol. °`~~ ,Page / v " '~' Givea under my hand and th o the said offt'ce, the date above written. Recorder. ~, ~d~~ K~s 201 BT 11-Warronty Deed Short Form Act of 1909 single Sheet ~~~5 ~ ~~ ~j ~S .:J b4~G ~ ~' / ~~ ~ ``'~1 Hen y doll; Inc Indiana PA i t ~ t..C > , 1 I ~ , L r s ;1 , ,.~,' r Township o .............. SCk~aa} Q45~. CWS,43. Go.,, P4, :~~.,rKi,,.•, ~. f =,7~1. - Cstmb. Go., lit. ~ :' ~ Real rstete Transfer Tax ~ 1~sat ~}~~ T`terufer Taa ,:r - ~- _ c n ~.t, ~ 1.', ,i E'r. l 1 ~ ~ t_. ~ S , 0_ ~ ~ l~ ~u ~S ' f't ~' .~,~ , . .. Dots J 0 ~f '~ Lf rr Amt. ... >~f8 ... Ato# ....., ,r~~ `D'ufi. Col. Agt. f~ ^'i:Fl~• Vie. f"1'rsf. Cot. Agt. ~ Corey. Go. .~ c~..1 ,- , _:" .~~MADE THE l It h day of 0 et 6.b er in the year ~`' '=-°of our lord one thousand nine hundred eighty-four (1984 ) ~~BETWEEN J. RICHARD ZIMMERMAN, of West Pennsboro Township, Cumberland County, Pennsylvania Grantor , and ROBERT L. FINKENBINDER and MARY B. FINKENBINDER, his wife, of the Village of Elliotson, West Pennsboro Township, Cumberland County, Pennsylvania Grantees , WfTNESSETH, that in consideration of----------------One-------------------------- ------------------------------($1.00)-------------------------Dollar in hand paid; the receipt whereof is hereby acknowledged, the said grantor does hereby grant and convey to the said grantees ,their heirs and assigns as tenants by the entirety ALL that certain tract of land situate in West Pennsboro Township, Cumberland County, Pennsylvania, described according to survey made by Noel B. Smith, R. S., dated September 10, 1970, as follows: BEGINNING at a stake on line of lands of Maxwell, which stake is situated 220 feet measured North 78 degrees Ol minutes West from the center line of Township Road T-483; thence from said beginning point along the western line of a 16 feet wide allE~y South 6 degrees 12 minutes West 350.0 feet to a stake; thence by property of Charles F. and Gertrude Anne Nelson North 78 degrees Ol minutes West 626.24 feet to a stake; thence by same North 6 degrees 12 minutes East 350.0 feet to a stake; thence by lands of Maxwell South 18 degrees O1 minutes East 626.24 feet to the place of BEGINNING. CONTAINING 5.00 acres. BEING the same premises which Charles F. Nelson and. Gertrude Anne Nelson, his wife, by their Deed dated December 11, 1970, and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book "X", Volume 23, Page 140, granted and. conveyed unto J. Richard Zimmerman G~antor hereidn AND the said grantor Mere y covenant an agree that they and each of them will warrant generally the property hereby conveyed. r- 1 .~ L~A ;~ ~av. ' ~ BuGri ~v ,n~Ef,U ~ !~ ~ ~~I~' [~" IN WITNESS WHEREOF, said grantor the day and year first above written. ~91i~811t~, ~9C811E~ ~$1~ ~t:~IU~rE~ ua tk~e ~re~~rt: ~f ha.s hereunto set his hand and seal ~ A J. Richard Zlmmerrzan State of Pennsylvania ss. County of Cumberland L L G~".~--~,~~ On this, the ~ ~ t---l day of ~~~ 1984 ,before me, the undersigned officer, personally appeared J . RICHARD ZIMMEF~MAN known to me (or satisfactorily proven) to be the person whose name is. subscribed..#a, the with in instrument, and acknowledged that he executed same for the purposes therein"contained. ~~" ~~,~ IN WITNESS WHEREOF, I hereunto set my hand and official seal. : ~4f,: , , -, ; :. , ~ ~'~i MER ENE MARHEVKA, Notary Public=;'' ~:~`., ' :~ Carlis e, Cumberland Coun.y, t'a. ` " __ My Commission XDIrP.S to "2 t« V ` Title •gfi;Offiter. I do hereby certify that the precise residence and complete post ,office.acldress of the within named grantee is R. D. #4, 'Carlisle, Pennsylvania, 17013,:, ,• ,-a- / ~.ra~.~~o , ~~ P Attorney for 1~..~~CG~-~C~~ \1 COMMONWEAj,TH OF PENNSYLVANIA ` /~J t YL~~~'~~~ ss. County of f , 1, /C~ a , jp .; tad •1..._. o- •;' ~ RECORDED on this ~~ n ~ day of =' '• ~' A. D. 19~, in the Recorder's office of the sard County; •in .Heed Book%~ Vol. o ~ y page D~ ~3 , - _ - , Given under my han ~`: F s ,. ~ d the seal of the said oi~fice•;~the. di7fe above-written:" ~. °`" ~ {. -; Recorder. `=s '~ ~ .- ~ ~ Cd •ri ^ .~ ~ ~ ^ O ~ N W ^ N ~ ~ w ~ E-+ ~ z Z S~ W ~ w~ zH ~ ~ xz ~ Q ~ wz ~ ~ ~ a x ~ H as H ~1; ^ • O d •~ '~ [~ ~ 3 W H Ca W Q z N ^ w ;~ ©M~B~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888)502-4349 Fax (302)934-2955 May 21, 2009 Frey & Tiley Attorneys At Law 5 South Hanover Street Carlisle, Pennsylvania 17013 Re: Estate of Marv B.Finkenbinder Social Security: 198-30-4260 Date of Death: January 29, 2009 Dear Sir or Madam: Per your inquiry dated May ] 1, 2009, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type ofAccount Checking Account Account Number 130878 O+~~nership (Names o~ The Country Butcher Shop, Organi?ation Opening Date Balance on Date of Death Accrued Interest Total 2. Type ofAccount Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Total Charles R Finkenbinder, Signator* Mary B Finkenbinder, Signaotr* 2/16/89 $ 26,348.38 $ 0.00 $ 26, 348.38 Checking Account 709042 Mary B Finkenbinder* 9/1/67 Closed 2/4/09 $ 749.17 $ 0.01 $ 749.18 Type ofAccount Mortgage Account Account Number 10505568 Ownership (Names o, f} Mary B Finkenbinder* Opening Date 9/28/04 Balance on Date of Death $44,769.50 ** This amount is not to be used for payoff purposes. For a payoff balance, pleGrse call 1-800-724-2440. Current Balance $41,463.21 * * This amount is not a payoff balances Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our High Street Carlisle Office # 717-240-4536. Sincerely, ` //` Tracie Hare Adjustment Services ~~.. ~ ~~~ µ~yy A Tradition of Excellence February ] 9. 2009 To: Frey & Tiley 5 South Hanover Street Carlisle Pa 17013 From: Traci Yohe Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Mary K Finkenbinder Date of death January 29, 2009 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOI'E DATE, HAD THE FOLLOWING ACCOUNTS tiVITH ORRSTOWN BANK: CHECKING ACCOUNT Account # Title of Account Date opened Principal Accrued Interest 10600190 Mary K Finkenbinder 01/31/01 20,286.97 $0.22 SAVINGS ACCOUNT Account # Title of Account Date opened Principal Accrued Interest CERTIFICATE OF DEPOSIT Account # Title of Account Date Opened Principal Accrued Interest P.O. Box 250 •Shippensburg, PA 17257 • 717.530.3530 • 717.532.4143 fax G~ ~~~~/~ covN~ NATIONr1L Bt1NIi May 13, 2009 Stephen D. Tiley, Esquire Frey & Tiley 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Mary B. Finkenbinder Dear Mr. Tiley: The only account of Mrs. Finkenbinder as of January 29, 2009:;. in this bank was checking account 46126691 in the name of North Mountain Butcher Shop and Mrs. Finkenbinder was an~'authorized signer. The account was opened 2/19/1985 and the balance as of January 29, 2009 was $1,211.50. Sincerely yours, ~~~~~° y, Carolyn H. Kougl'{ Executive Vice President PO Boy 3129, GETTYSBURG, PA 17325 ~ reoNe 717.334.3161 I rou Faee 888.334.2262 I www.acnb.com www.f mtrusto~f~~~.co~n November 19, 2009 Frey & Tiley Attorneys-At-Law 5 South Hanover Street Carlisle, PA 17013 To Whom It May Concern: ~v/ l RE: Mary Finkenbinder In reference to the above customer, our records show the enclosed information to be accurate of today's date. If I may be of any further assistance, please contact me. Sincerely, ~,~ Tricia Ganoe Deposit Operations. Manager 717-261-3624 itLlff 717-264-6116 888-264-6116 P.0. Box 6010 Chambersburg, PA 17201-6010 FINANCIAL SOLUTIONS,.. FROM PEOPLE YOU KNOW Rick Foreman Auctioneer Au1163L~ 386 Springfield Rd. Shippensburg Pa 17257 (717)776-4602 SETTLEMENT STATEMENT Sale for ~~<,,~-~~, ,dry ~~ r Date ~ ~ ~ ~ ~.- ; Advertising Lanc .Farming Guide V.T.S All other Adv. Sale Flyers Total Adv. l 7 ~ ° .3c~ ~~~' `~~ /~~~~~ .wry Gtr Auctioneer Percentage ~7`~~'. "~`' Port a Pot ~- © , All other Charges - a Total Adv. ~~ c~ = Total Expenses ~~~; ~~ SALE TOTAL ~~s~ ~' TOTAL EXPENSES ~~~~~ NET SALE Notes Exhibit "I" ~3.~~~ - Rick Foreman Auctioneer Au1163L~ 386 Springfield Rd. Shippensburg Pa 17257 (717)776-4602 r~/S~ ~ ~~/Z r~ ~ ~~ f ~ ~ ~ ~- ar ~ ~- n -r r ~ ~ ~~ ~ 5 ~- ~- n~ ~~ T~ ~1e ~ ~, ~, - Q a-c- G-~ 1 J /f / ~ V w,,~. ~~1 G.~ W ~~ ~~ Exhibit "J" TRrY TiLT;Y ATTORNEYS-AT-LAW 5 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013-3385 ESTATE OF MARY B. FINKENBINDER, DECEASED TO CHARLES R. FINKENBINDER and TI1E COUNTRY BLH"CI-IER SHOP, INC. 274 McAWSTER CIiURCIi 284 & 286 McALLISTER CHURCFI S ACRES VACANT (EHCEPT SPIED) LAND PARCEL NOS. LISTED BELOW WEST PENNS80R0 TOWNSHIP CUMBERLAND COUNTY, PENNA. SETTLEMENT DATE: Monday: November 9, 2009 ESTATE CFIAS. CBS, INC. Price (Business & Real Estate): 300,000.00 274 McAllister Church Road -13,000.00 1 3,000.00 284 & 286 McAllister Church Road E 5 Acres -233,000.00 233,000.00 Portion of Price Attributable to Business: 54,000.00 54,000.00 Country Butcher Shop (Name, husiness, Inventory, Equipment, Mowers, Goodwill, Tel. Number, 2004 Ford Van, 2005 Chevrolet Refri0erated Truck, etc.) Note: Estate to retain any accounts receivable prior [o Settlement Date, and pay any accounts payable incurred prior to Settlement Date..Parties verify that inventory is approximately the same value as 7 /29/09. Appraised Value of Real Estate: 246,000.00 Less Chas' Allocated Share of Estate -160,000.00 Net Value Subject to Transfer Tau 86,000.00 1 °.o Penna. Scat Trf. Tax 860.00 1 /2% County Transfer Tax 4 30.00 7 /2;6 Schonl Transfer Tax 430.00 Notary Public Fee N/A N/A Record Deed 76.50 Record Mortgage P.O.C. Vehicle Title Transfer Fees P.O.C. Hazard Insurance P.O.C. Pro-Ration of Farm Rent of $210.00 Waived Waived 2009 Assessment' 46-19-1659-010 59,120 46-19-1659-008 702,090 46-19-1 659-008/02 (Incl. in 008) 46-07-0475-038 40,990 282,200 $282,200.00 2009 Co. &Twp. Real Estate Tax 2.7925 mills 2009 Co. &Twp. Real Estate Tax- Face $788.04 P-O.C. 2009 Co. &Twp. Real Estate Tax- Per Day $2.15901 53 Days Pre-paid $114.43 2009-20010 School Real Estate Tax 1 5.4550 mills 2009-2010 School Real Estate Tax- Face $4,361.40 P.O.C. 2009-2010 School Real Estate Tax- Per Day $11.94904 234 Days Pre-paid= $2,796.08 Purchaser owes: 234 Days Pre-paid School 2,796.08 Plus 53 Days Pre-paid County E Twp. 114.43 2,910.51 Less 2% discount 58.21 2,852.30 2,852.30 flote: Rental Property at 274 & 284 McAllister Church Road vacant. No Security Deposit to transfer nor rent to pro-rate. Seller Warrants No Liens (Ref. Truck Loan P.O.C.) Attorney's Fees/Title Insurance P.O.C. P.O.C. P.O.C. 860.00 249,788.80 54,000.00 TO BE PAID BY ESTATE: 860.00 TO BE CHARGED TO CHAS.' SHARE OF THE ESTATE: 1 60,000.00 TO BE PAID BY CHAS./NMBS: (TOTAL: 143,788.80) 89,788.80 54.000.00 NET CASH DUE ESTATE: Cash for Real Estate: 86,000.00 Plus Tax Pro-ration: 2,852.30 Cash for Business: 54,000.00 Less Estate Charges -860.00 Check [o Estate: 141 992.30 249,788.80 54,000.00 CASH FLOW FOR CHAS. FINKENBINDER: Loan Proceeds Received: 172,944.75 Less"Cash for Real Estate -89,788.80 Less Cash for Business: -54,000.00 Return t0 CRF: 29,155.95 Exhibit "K" 2004 Ford Econoline -Trade In Value, blue book value -Kelley Blue Book Kelley Blue Book THETRU5TE0 RESOURCE kbb,cel• Page 1 of 2 e=~c Send to Printer THE ALL-~r'E1^J ~Q09 HUf~~~S~E~ HST ~ • '•~ ~- ~.:rsrmr,>: r,, `:a.rtin> 7t _'? aa~ ~ loc:.TCacr~ttr ~ Irtc[-I~:_lf _er•ulr~ra!;eraents,~st~l1 rcouesTO.e~~~r[ ~ Tllou~int3 c~` ccc~,~s.n~ .cnficut^Ir E .{elt In nP ~ jlln r.:' r??Ic IIP r ~_~w~< et,. .>s r-r n_r ur __ .~s~_art-s,.~•a:~~_r-rraF,rru_Ir~.:rrir~~-~:a. HUMME~t' iawnewt>s~ 2004 Ford Econoline E150 Super Duty Cargo Van BLUE BOQK° TRd~E-ltd YALI€E _~ '"' Condition Value =~ ~ , *`~~ Excellent $5,850 `r ~ ~ Good $5,450 (Selected) Fair $4,750 Vehicle Highlights Mileage: 39,000 Engine: V8 4.6 Liter Transmission: Automatic Drivetrain: RWD Selected Equipment Standard Air Conditioning Tilt Wheel Dual Front Air Bags Power Steering AM/FM Stereo ABS (4-Wheel) Optional Leather Blue Book Trade-In Value Trade-in Value is what consumers can expect to receive from a dealer for atrade-in vehicle assuming an accurate appraisal of condition. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings Excellent "' $5,850 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5% of all used vehicles fall into this category. ~ GOOd (Selected) -- .- `_ _ $5,450 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) Exhibit "L" -- -- advertisement - -- up drive i~Rply Today for great rues an auto leans Close Window http://www.kbb.com/KBB/tJsedCars/PricingReport.aspx?Yearld=2004&Mileage=3 9000&... 6/28/2009 Chevrolet, Pontiac 730 East King Street Shippensburg, PA 17257 (717)532-2121 Fax (717)532-3658 Estate of Mary B. Finkenbider c/o Charles Finkenbinder 286 McAllister Church Rd. Carlisle, PA 17015 717-249-4691 Dear Mr. Finkenbinder, & Cadillac www.hhchev.com May 12, 2009 We inspected the 2005 Chevrolet Silverado Regular Cab Chassis Cab 4x2, VIN 1GBJC34U45E339689, with 7,565 miles, a 6.OLiter V8, automatic transmission, air, cruise control and up-fitted with a Supreme Corp 12' Refrigeration Body with two (2) swing out rear doors and a Thermo King refrigeration unit. Conditions affecting the value include: - Scratch on the entire length of the passenger side of the box Based on the condition of the vehicle, it has a fair market value of $13,100.00 in the "as is" condition. We will be happy to assist the Estate in disposing of the vehicle by purchasing it outright at that amount. We appreciate the opportunity to have reviewed your vehicle anti will look forward to assisting you further in the future. If you have any questions or need additional information you may call me at any time at 717-532-2121 x142. Sincerely yours, W. Mickey Nye Dealer Exhibit "M" rRrv TiLrv ATTORNEYS-AT--LAW 5 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17813-3385 ESTATE OF MARY B. 4722 & 4726 ENOLA ROAD FINKENBINDER, DECEASED PARCEL N0. 16-04-089-004A TO LOWER MIFFLIN TOWNSHIP GLENN A. FINKENBINDER CUMBERLADIO COUNTY, PENNA. and NORTH MOUNTAIN BUTCHER SHOP, INC. SETTLEMENT DATE: Monday: November 9, 2009 ESTATE GLEPIN NMBS INC. Price (Business & Real Es[a[e): 235,000.00 Appraised Value of-Real Estate; -1 87,000.00 1 87,000.00 Portion of Price Attributable to Business: 48,000.00 48,000.00 North Mountain Butcher Shop (Name, business, Inventory, Equipment, Mowers, Goodwill, Tel. Number,. 1989 Ford Picl: up Tmck, 1993 Ford Refrigerated Tnick, etc.) Note: Estate to retain any accounts receivable prior to Settlement Date, and pay any accounts payahle incurred pdor to Settlement Date. Parties verify that inventory is approximately the same value as 1 /29/09. Appraised Value of Real Estate: 187,000.00 Less Glenn's Allocated Share of Estate -160,000.00 Ne[. Value Subject to Transfer Tax 27,000.00 1 °4 Penna. Sta[ TrF. Tax 270.00 1 /2% County Transfer Tax 1 35.00 1 /2% School Transfer Tax 1 35.00 Notary Public Fee fl/A N/A Record Deed 52.50 Record Mortgage ~ 58.50 Record Assignment of Leases 31.00 Vehicle Title Transfer Fees P.O.C. Hazard Insurance P.O.C. F & M Trust: Loan Document Preparation Fee 250.00 Flood Certification Fee 18.00 2009 Assessment: $181,210.OD 2009 Co. &Twp. Real Estate Tax 2.5790 mills 2009 Co. &Twp. Real Estate Tax-Face $467.34 P.O.C. 2009 Co. &Twp. Real Estate Tax- Per Day $1.28038 53 Days Pre-paid $67.86 2009-20010 School Real Estate Tax 1 5.4550 mills 2009-2010 School Real Estate Tax- Face $2,800.60 P.O.C. 2009-2010 School Real Estate Tax- Per Day $7.67288 234 Days Pre-paid= $1,795.45 Purchaser owes: 234 Days Pre-paid School 1,795.45 Plus 53 Days Pre-paid County &Twp. 67.86 1,863.31 Less 2% discount 37.27 1 ,826.04 Adjust to HUD Sheet Figure: 1 ,817.28 Security Deposit 4726 Enola Road: None to Transfer N/P, N/A Rent Pro-Ration 4726 Enola Road: Waived by Buyer Waived Seller Warrants No Liens Title Insurance Gosing Protection Letter 35.00 Attorney's Fees/Titfe Insurance P.O.C. 1 ,443.75 P.O.C. .270.00 190,976.03 48,000.00 TO BE PAID BY ESTATE: - 270.00 TO BE CHARGED TO GLENN'S SIiARE OF THE ESTATE: 1 60,000.00 TO 6E PAID BY GLENN/NMBS: (TOTAL: 78,976.03) - 30,976.03 48,000.00 NET CASH DUE ESTATE: Cash for Real Estate: 27,000.00 Plus Tax Pro-ration: 1,817.28 ash for Business: 190,976.03 48,000.00 CASH FLOW FOR GLENN FINKENBINDER: Loan Proceeds Received: 110,000.00 Less Cash for Real Estate -30,976.03 48,000.00 Less Cash for Business: -48,000.00 Less Estate Charges -270.00 Return to GAF: 31 023.97 Check to Estate: 76 547.28 Exhibit "N" Exhibit "O" and Exhibit "P" __ - ___ _ t-_ ~.~ ~._ -~-, CHARLES R HOPPER MOLLY D HOPPER S 4 Z 5889 LAUREL ST p 87-37arsas HARRISBURG, PA 17112 Date~~J ~~ 17sasiss7 OdercOfhe ~s-~5`7~iz ©~~i'7C~~~~'c'~^~! ~/vLC1 !°~~ a~ ~~QO, jTr~ N [/Il1Z, / 6t' d:tr ~~~ y ~L,~ ~,rl'/ls,~~1-e;vl p~ ,p, 5.d~nl„w., FIRST ~Relationsdip HORIZON. First www.firsthorizon.cam - FOR CHECK VERIFICAT~IO~N/O~I~AIL 1800-489-2111 ChCCkS1tg 1 /~ Memo ~~ __~/y'~~/ f ,yp ~`~:084303749~:0542 L7689L667nr' ~ Sale of 1997 Ford Taurus Automobile Title No. 51129930202 FI No Bill of Sale Issued. Exhibit "Q" /I~ ISNSERANCE~COMPANY November 11, 2009 FREY &TILEY STEPHEN D. TILEY 5 SOUTH HANOVER STREET CARLISLE, PA 17013 RE: Notice of Claim Status Insured: FINKERBINDER, MARY B Policy Number: 001054474 Claim Number: 0000030343 Dear Mr. Tiley: We are in receipt of your request for a statement of value for the non-quali'.fied annuity policy on Mary B. Finkerbinder, as of her date of death. Please find the enclosed form indicating the value was $12, 286.11. If you have questions about this notice, please contact our office at 800-848-5433, ext. 2059. Sincerely, ~~ ~ . ~~e-~c~ ~e%~.~e.J Sue D. Feazelle Individual Claim Examiner I Exhibit "R" P.O. Box 12847 • ROANOKE, VIRGINIA 24029 • (540) 985-4400 • fax: (540) 857-5956 • www.shenlife.com CLM110 SHENANDOAH LIFE INSURANCE COMPANY 11/11/09 CLM110C1 Claim Policy File Maintenance 11:46:03 Claim number 0000030343 Death Claim amount 12,286.11 Insured MARY B FINKERBINDER Position to . Type options, press Enter. 5=Display 12=Claim proceeds 13=Policy inquiry Opt Policy B/R Sts Plan Effective Claim amount Selection code 001054474 00 D SSS2NB 1 22 2004 12,286.11 SELECTED F3=Exit F5=Refresh F10=Exception log F24=More keys Bottom Exhibit "R" - r .t r ~~oo~~rJ NtW YUKK Lll-t 11J V JJ GVUJ GG. 10 ANNUt'f'Y ,~POLICYINFORMATIONDETAILS_. ,..,.......,.,»,.,...,.._..,...,.....M..,..»....._,,,,,.,.:...,._.,, :..._.,.,...,. ,. ......_,-. ... .,,,..,,_.,,,.,,...,,,.,..,,,,..,.,.w.....w..,,..,.,...,...-.. Policy Numbar; M5130H401 W Annuitant: MARY~B FINKENBINDER Policy Oata, 4114 005 Owner: MARY B FINKENSINDER Polley Status: INFO CE ProdvCt: NY LIF@ CHOICE FIXED ,4NNUITY Prepared On: Ot1Z912008 Tax Status: IRA TRANSFER ~..,...,.. ,,.. .... ... ... .M ...._ . ... ..... .................. . .. .......... ,. 1 825-33 POLICY RECEIPT RECEIVED OAS 2 ORIGINAL SIMPLE IRA DEPOSIT DAtE - ODIDO/0000 OAS Total Current Vafue.4 lion ountl Death Beno ~--~^~ 87,119.15 unonder Ghargo; - ~ 4.621.33 TSA Loan and Interest, Net Surrender Value: B Surrender Frre Window ~~~i ire ~r<::..Frcr ':~ ndow~ ............................................. ........18,bJ6.99 Amount Used: Amount Remaining: .OD 10,098.99 Bast,, and C3atn {nPormation _.»......_.~...,..,. ,. „ Y~'ro-f~paA G`net"Basis . .............,,...,,,,....., ...,.,,....,.,,... Post-TEFRA Cost Basis: Total Cost Basis; Fod9rel Taxable Galn: State Taxable Gein; 87,1 ~ 9,15 87,119,15 NM, _ ,..ww. ., w.r,....., m.~.M1n.w:.».. .+,+,~,,w,.wv.w,.nif.M......»w.....,+»,w.,.Y..•.•n.. w,,.rwn wwe... w. VALUES-TSALOAN DETAILS.,...,......»...w..,. ...............................,»..:.».:.,~.....:... «»TM .»_: .,,h,.,...:...».,...»H....,.:..,,,,,...,,........... .,.,.....,,»,...., .. rw,.... w.,.. n r.»:..» .. ~ ...: i,i..w.,w..... . ~..J.u..+.....vww .nw.. •.....e. »....., .. ,.:y.vw »n....... ...w... ... ~ "A'M.XM„ .rl.tV VALUES -PERIODIC PARTIAL WIT}dDRAWAL DETAILS .......................................... .:......»w,,.,.,.,..,,w,,,,_..w„.,.,.,.».,...'......,,,».,...»»..»..„..,,.,,.~......,...,..L.,.N,,,,.:,. PREMIUMS -SUMMARY ....................... .... ......,.,.................,..,..............,..,.,...............,.,,...,.... tPremium Mode: SINGLE ~Tota1 Ps®miums Currant and Prior Yaar: Premium Amounk 75,000,00 Extra Credit Amount: Last Premium Activity; 04/1512005 Total Withdrawals Current end Prior Year: Paid to Date: TSA Duartcrly Loan Repayment: Next Blll Dat9: PR_EMIU_MS - ADDITIONAL DETAILS .. ........ ..............................................................................................~.~....,,,.,;........,..,.Y,^.,; .;..Y.,,.._..._...»»,,.,,,,,,, . ,,.,..,... ~~PolicyDato:'.4....»....,,....,,.,....,..,_..,,.,,.,..»...w,.,..,..D4H4/2005.....,..,7 ....... ,.,.,.,»...,OrygPremlum; .w,,. , ,..,..,.._..:.,,,,,».......,.. 75.000.00 Current °lo: 3,00 PREMIUMS -CIiECK-O-MATIG OETAfLS„ ,,,,,.,.,... ......................»._....,h.»»....,.,•,,,,,.,..»».....,.,.....»,.....,.,, ,,.,,....,,......,.,,.,......,.~.^.~., .~,.^,...r.M.,.~.,«...., ,.~•...~,,,.,.,...,.~,.,.. PREMIUMS • COMBINED BILLING DETAILS ~ , ~ w,,,» ..PREMIUMS -OPTIONS DETAIL .............................................................._.....`,,,,,.......,.,.,.. ,..`.,.,......,.._..,, ,,..,,...,.,,, ,...,..,...,_...,..w..,,..,,....,.»:..,,,~.,,......,...,»»...»»w.», ~.PREMIUMS..:.P,IDER~INPORM'A~TION DETAILSr ........................... .............. . .................................................................................................................................. ,...,.,..,..,,,...,,, .....:......,.. ,.,,:.»M..,,,,, .... ........ ... . ,.:..... ..... .......... `BENEFICIARY DETAILS SEE APP ,,,,.,:... ...,,w .,.,..... , ,,...».~..:. , ....... »:, ..,......,....» ,, ..,.,»..:,..,. , ......,..,.., ,,,...».....~., , ..........,., ..........,....:...:,~.,., ...,,,.,.... ,.,,....,..,...... w..,.,,,.,.,., .,..., ,.,.,,,,,.,,: »...:,. ::CLIENT DETAILS .......................... ............................................................. ............. ............................................................................ ................ .......................... r .............. .. .. .. .. .... Part I Date: PaK II Type; Pert II Oate: Name: MARY 9 FINKENBINDER Role• OWNERlANNU1TANT CUnnt ID: 006874370 1louseHoldlD: SSNRax ID; 198.30-4260 DOB: 08(2811938 Sox: F Address; 338 MCALLIS?ER CHURCH RD Phone: 717.960-9390 HOME CARLISLE . PA 17015-8963 NEW YORK UFEYN5URA'AfCE Veltiee reflect frdnsacrlort5 proceSSed 6 IAG Company up Io tM Prepared Oh p . flew Onnrcd on: r2~,BOc~p9 AA pELAW~RF COR DRA770NJ Values mHy voryV ~ ii Age or~r New vo/k Lid Srerv/r~rCen e ' ~ ~u ire. po~'t308A01 EXHIBIT "S" _ _ 11/CID/ lCl~7 LL: 12:5 . 1 lL..iL'b5~f7 ^ ^ LaserJet 4L ^~ ^ ^ .....~P.~J.LY.Y,SET...EAGEQRSJ.TEC~.-Q.EJ N DETAI Y T O IO LS , POLtC RMA INF • r ,.,,, .r.w~ . wv~www•w, , , Jr r ,,,....r,r,:. .,..,., w w Number 51309746 Peliey Annuifrnt: Policy Oate: ^~"Tr'^^, ~ Ownet: Polley Statue: INFORCE Product: ~Pro}~ red On: ! 0112,91,,,2009 Tax Status: rLmx urt ANNUITY raU~ MARY B FINKENBINDER ~k7,JZ, SET DENSXTX=3 MARY B FINKENBINDER NY LIFE CHOICE FIKED i4NNUITY IRA TRANSFER MESSAt9E5 L .. ....... .. r r . . ... 4 .v... r. ... . w. r r . . nrni,uNy . . ,.M hw .. . . . . ... ..J.4,.4W :. J.r ,r r., ...,. ... w. ......, . .~. .r.w M,,, .. wJ.yJ. r.r....,. ii iJiyw.... +r.......,.. ~h4.l N.w r. w,..w. r.v r,4.::.r, n.~.n..n r Jr4.ww..,«w..., .......... n. ... w...............w, .. .. . J. ~,4..,.www ww w., .. . ~ iJJwi JJr..r.. r,..r. n.... 1 825-33 POLICY RECEIP i RECEIVQD OAS 2 ORIGINAL 31MPLE IRA pEPOSIT DATE ~ 00100~o0C10 DAS r.Y,e.w_+ww.w,.vwrMYr.,+....,.....ww...ww.w.rwr.n,..wrw.......•i.q,h4.,vr rrnn.,~ww.r..,rnn n'h',44+TJ,Yr.wrrwn...w.r.V..lAJ,J.w...:w.w...,.. nv. J,hw~.wn rwrw w....:.. mw.,wn•wr.rwv..Mww....v.r.,,.~.rn.Mw4r.nv.:.v:::'. ~ ........ i ' VALUES - SuMMARY_DETAILS r.,M,.w_...,44......wwww_.,,,,, .., .....Jw.w.rw.,ww ,rrrNJ...nrw:.r......,,~..4.4..r.n.r.ww.,.n.rw,,,,4JJJ...,.,.,....,rww..r.,.:....,,w.,,.J.,4w.,..w,.w•ww.rJJiw„r.,J.w.,w..».,.,n_.....w.,,,,4;Jhw.,.J.,..,.:: 4 Total Current Values J Sasls and Oaln Information 4uot6~As Ck... 4....w..._....wrw..r.~....rr.......Y...,,:.,....,01J~~~l~l~b~w..,. ,»„4„r..., ~re•Y~FRA~ostr~ fs ....wn......,....,,,.w..wr..wwM..M.,....._w..wr.......,..,,.,r„w.w ount/ Post•TEFRA Cost Basis: Death 86nefrt -~---~101A07,2B Surrender Charge: 5,898.83 Total Cest Basis: TSA Loan end Interest: Federal Taxable Galn: 101,407.28 Net Surrender Vauur.; 9S Ststc Taxable Oain; 101,407.28 SuRender Free Vlfindow surrender Frea Window: B,a'~8.70 ~j "? "" Amount Used: 10,0,00 ~ ' ~~ Amount Remaining; 6,426,70 srvALUES -TSA LOAN DETAILS r A..~ww~rrr..w ,~,.,..._~_.,,. ? VALUES -PERIODIC PARTIAL WITHDRAWAL DETAILS J PREMIUMS -SUMMARY ................................................... .. Premium Mode; SINGLE Total Premiums Currant and Prior Year, Premium AmounC 115,873,89 Eztra Credit Amount: last Premium Activity: 0 612 812 0 0 5 Total Withdrawals Current and Prior Year: 20,000.00 Paid to Date: TSA duartarly Loan Repayment: Next Bill Date: PREMIUMS - ADDI'~IONAL DETAILS _ _ _ __ L .,,,,.,....,.,h.4.,.,.......__.,.r..,,~.w.,..,.r .~,.ww. ....... H r.,....4r,,,_r..,,..nw..w..,.,4,,.,.,.,,..w..,...,„r....•....w,.w..._ ,.,< JPollcy pater ~ 06/27!2005 ~ ~Orig Promlum: ~~ 115,873.89 Current °~: 3.00•T w.,` ,PREMIUMS -CHECK-O.MATIC DETAILSh ."'"_,,.rwn..,r„r4r4..r.r:r.r,w ,./uVJnnw.,~.v:.YY,YiM,rw..,...JJ.+nwr.,.yi•,.y,..r........w.w.,rni.,.4....•~...:w........, r.yhrw..w..~..~.+.. ..,v„n, w... ; `: PREMIUMS -COMBINED BILLING DETAILS = ~,•. ~ ~, Jn..:. w : ww:.. w.. MN. Ju.....,,,,. +Jwr.w...nw., nw aJAY...:w..v...,.. ~Jrviw. J,.n, n...w w. ~ i .....4J..nv., ., . i ,,, wM, w~... r,Sr~ JJ.......n. w w w.,.,. vi . i .,., .Iww nw......., «. , . r... w w, n,, .,...,... YHN.....u .w. w.,.n r:.n,4M4.4: ~r .......................r..._........,,r,,.,...........,,...................................,.,.,,,,................r,,,,..............r.,,,,rr..................r.r„,r,r,rr................,.,,.r....................r.r..r...................,rrr,,.,.............. r., ;PREMIUMS • OPTIONS DETAIL , PREMIUM • RIDER INFORMATION DETAILS ...... ..................................................................................................... ............................................................................... ................... _............................,.......,...,,.,........e i.BENEFICIARYD6TA(LS"...,._w..,...r,..J.r=.:.....w....r.rrw..,.,.,....w.....r,....,,:.:...,.......rww..r.......n, r,~.i,.... ..................,..,,.,.,,...........,.,,,,..,,..............,,.,,,,,,r.,,.....,.....,,.h,....Jr....w..,. ........... ..... .......................... ..,.......................,..............,..................,..,..,................,.,.,..................,....,...,.,................,.,...........n......,....,.....,.,............r.,~ FIRST 113, GLENN A FINKENBINDER, SON :FIRST 1f3, CHARLES R FINKENBINDER, SON ;FIRST 113, ROGER l FINKENBINDER, SON ~CUENT DETAILSw "4.4...ww., ,,...,...w.,ww,J..,....:w.... , , ..,..,.....w,.r...w....:..,:..,.w «.,...,w,.,w...,... ,,....Jn.w...:www.,. ,..,..,,....,, ....4..,...:..,.:. , ,J,.,h....w....,. ..J,.,...,...wn Part I Dato: Part I{ Type: Part II Data: NamF: MARY B FINKENBINDER Role: OWNER/ANNUITANT Client ID, DOG87d370 HouseHoldlD: SSNrfax ID; 1413.30-4260 DOB: OB/ZS/1938 Sox: F Address; 358 MCALLISTHR CWURCH Rp Phone: 717-gt30-9394 HOME CARLISLE . PA 17015.8963 NEWYORK LIFE INSfJRRRlINCE `~ Velvea'rollecf hiin:.aCfrons pnxessao 6y the Company uD ~o the Pirypaisd On fbfo: ~ouey 51~09TIB (A~DF~WAR~ CORPORanoM Values moy vary. eue to unpreresseC fr9nSaCGOns. ForfuRrler defAlls. call your Nnw Pdnled on; iQ920og orx LNe Agent or your Naw York Lira 5ervkA Cenfar Pc,yg ~ EXHIBIT "S!' rnr~~ Tii,rY AT"TOP~NI/Y S-AT-LA\~V 5 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013-3385 ESTATE OF MARY B. 35E1 McALLISTER CI-IURCH FINI<ENBINDER, DECEASED PARCEL MO. 46=1 fl-1390-003 TO WEST PENNSBORO TOWNSHIP ROGER L. FINI<ENBINDER CUMBERLAND COUNTY, PENNA. SETTLEMENT DATE: Monday: November 9, 2009 ESTATE ROGER Price: 140,000.00 140,000.00 1 :'o Penna. Stat Trf. Tax N/A 1 /2°o County Transfer Tax N/A 1 /2% School Transfer Tax N/A Notary Puhlic Fee N/A N/A Record Deed 52.50 Record Mortgage N/A Hazard Insurance P.O.C. 2009 Assessment: $149,100.00 2009 Co. ~ Twp. Real Estate Tax 2.7925 mills 2009 Co. &Twp. Real Estate Tax- Face 9:41 G.36 P.O.C. 2009 Co. &Twp. Real Estate Tax- Per Day 'f 1.14071 53 Days Pre-paid ?60.46 2009-20010 School Real Estate Tax 15.4550 mills 2009-2010 School Real Estate Tax- Face $2,304.34 Less Homestead Credit: ($133.65) Net at Face 'G2,170.69 P.O.C. 2009-2010 School Real Estate Tax- Per Day ?5.94710 234 Days Pre-paid= ?1,391.62 Purchaser owes: 234 Days Pre-paid School 1,391.62 Plus 53 Days Pre-paid County &Twp. 60.46 1,452.Oi3 Less 29~ discount 29.04 1,423A4 1,423.04 Satisfy First Mortgage: MLT Banl: (Includes Interest to 11/11) 36,495.25 Overnight Delivery of Mortgage Payoff 10.00 Attorney's Fees/Title Insurance P.O.C. B00.00 36,505.25 142,275.54 - ---------- ----------- TO BE PAID BY ESTATE: 36,505.25 TO BE CHARGED TO ROGER'S SHARE OF THE ESTATE: 142,275.54 =STATE WRITES FOLLOWNG CHECKS: Rec. of Deeds: 52.5C MR~T Banl< 36,495.2f Frey & Tiley B10.0C Rover L. Finl<enbinder 1 7,724.46 ;ASH FLOW FOR ROGER L. FINI<ENBINDER: 11/9/09 Estate Distribution: 1 60,000.00 Less Costs Charged for I-louse: (142,275.54 Additional Cash clue RLF: 17,724.46 Exhibit "T" BILLST-ROLL 12/07 ,~~ ~;.r~ ~~~ FOR ASSISTANCE CALL: 800-200-4622 TDD/TTY (HEARING IMPAIRED): 800-833-4622 visit us at www.gmacfs.com r, C~ ~ `' ~'>'3~I ~~~3~r MAKE/MGDEL: 05 CHEV SILVERADO'~ 1~~ VIN: iGBJC34U45E339689 GMAC THE COUNTRY BUTCHER 286 MCALLISTER CHURCH RD CARLISLE PA 17015 LH4NIt YOU FOR CHOOSING VOUR OE4lER ANO GR1AC. I,,,III,,,III,,,,,,II,I,I,I,I,,,I,i,ll,,,~~1„II„I„II„.I„II PAGE 1 OF 1 ACCOUNT NUMBER : 024-9087-20417 STATEMENT REFLECTS PAYMENT(S.) RECEIVED THROUGH: 01/08/09 ACCOUNT SUMMARY NEXT PAYMENT DUE Due Date 01/30/09 Arnount Due 637.13 TOTAL ,,-°' 637.13 PAST DUE PAYMENTS PAY IMMEDIATELY Due Date Amount TOTAL OTHER UNPAID AMOUNTS Late Charge Insurance Premium Miscellaneous TOTAL ~- rTO'1'ALPAYMENTSAND 637.13 L)THl?R ITNPAID AMOi1NTS: PAYMENTS; APPLIED AS FOLLOWS DUE SCHEDULED DATE UNPAID FINANCE LATE OTHER TOTAL DATE PAYMENT PAID BALANCE CHARGE CHARGE CHARGE PAID 10/30/08 637.13 10/20/08 546.47 90.66 637.13 1.1/30/08 637.13 11/24/08 528.25 108.88 637.13 12/30/08 637.13 12/22/08 553.46 83.67 637.13 ~ ; MESSAGES REMA ALANCE $12,314.03. THIS AMOUNT DOES NOT INCLUDE FINANCE CHARGES AND OTHER UN AMOUNTS. PLEASE CALL US FOR YOUR PAYOFF. \ ~ / SAVE TIME SAVE MONEY GO GREEN! DID YOU KNOW THAT YOU CAN MAKE YOUR PAYMENTS ONLINE, SIGN UP FOR PAPERLESS BILLING, OR HAVE PAYMENTS ~~~ AUTOMATICALLY DEDUCTED FROM YOUR BANK ACCOUNT BY ENROLLING IN DIRECT PAY? VISIT THE ACCOUNT CENTER ON OUR WEBSITE AT WWW.GMACFS.COM FOR MORE INFORMATION. Exhibit "U"