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HomeMy WebLinkAbout08-19-10 (2)1505610140 ~•~ Ex dot-to) 1500 REV - oFFIC1A1. USE ONI~ PA Department of Revenue ; County Code Year File Number sureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 2 1 0 9 1 1 4 4 Harrisburo PA 17128-0601 RESIDENT DECEDENT _ _ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDOYYYY Date of Bitth MMDDYYYY 7 2 1 1 8 0 1 7 0 1 1 2 0 2 0 0 9 0 2 2 4 1 9 2 6 Decedent's Last Name Suffix Decedent's First Name MI Ri c e Dar i u s E (If Applicable) Entsr Sulrvlving Spouse's lnforrnatlon Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE Vh1'H THE REGISTER OF WILLS MI © 1.Original Retum ~ 2. Supplemental Retum ~ 3. Remainder lie um (date of death prior to 12-1$-~2) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estake~Tax Retum Required death after 12-12-82) ~ ® 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 8. Total Numbed mf Safe Deposit Boxes (Attach Copy of Wifq (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax Nnder Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch.~~0~ CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFOI Name Daytime Te J OEL R. ZUL L I NGER 71 7 First line of address 14 NORTH MAI Second line of address S U I T E 2 0 0 City or Post Office C H A M B E R S B U R G N S T R E E T State ZIP Code I PA 17201 _J~~Y~ . .It ~JJr~~. TIOM SHOULD BE DIRECTED T0: lone! Number ~~'' 4 6~ 2 9 LLS U SPIYNL Y ;~{ y - ` i G7 ~_> t - - ` __ '' CJ7 ~--~ ~. - '`.J ~~~7~ < ~^~ .m _ f1~91! t~~ CA ` ~/ `~ Under penalties of perjury, I declare that I have examined this return, induding accomparrying schedules and statements, and to the hest knowledge and belief it is true correct and complete. Declaration of preparer ottier than the personal representative is based on all intonnation of which pt epar~r f~ II II as any knowledge. TORE OF PER RESPO t E FOR FILING RETURN ~~ 6905 GR NDSTONE HILL ROAD CHAMBERSBURG P ~ ' 17202 TORE O PAR O THAN REPRESENTATNE / ~' RESS NORTH N STREET, SUITE_200 CHAMBERSBURG P~1 117201 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610144 J __ _ _ -_ _ ~ i ~_ __ _ 1505610240 REV-1500 EX Decedent's Social Security Number Decedents Name: Darius E. Rice 7 2 1 1 8 0 1 7 0 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1 2. Stocks and Bonds (Schedule B) ................................ ..... . 2• • 3. Closely Hekl Corporation, Partnership orSole-Proprietorship (Schedule C) .... . 3. • 4. Mortgages and Notes Receivable (Schedule D) .................... ..... . 4. • 3 0' 7 3 0 . 3 1 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E). ..... . 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested . ..... . 6. ' 7. Inter-Vivos Transfers & Miscellaneous N -Probate Property ~ e~ 0 5 5 0 $ 1 Separate Billing Requested . (Schedule G) ..... . 7. • 7 1 5 8 1 1 2 8. Total Gross Assets (total Lines 1 through 7) ..................... ...... 8. 9. Funeral Expenses and Administrative Costs (Schedule H) ............ ..... . 9. 1 6 ' ~ 3 9 ' 8 8 7 1 4 1 1 9 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... ..... . 10. 11. Tote! Dsdu~ttons (total Lines 9 and 10) ......................... ..... . 11. 2 4 ' O 8 1 0 7 12. Nst Value of Estate (Line 8 minus Line 11) ...................... ..... . 12. 4 7' S 0 0. 0 5 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................ ..... . 13. 14. Net Value SubJsct to Tax (Line 12 minus Line 13) ................ ..... . 14. 4 7 ' v5 0 0 • 0 5 TAX CALCULATION - SEE INSTRUCTIONS FOR APPL,IGABL.E RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15 0. 0 0 . (a)(1.2) x .o _ . 16. Amount of Line 14 taxable 4 7 5 0 5 0 5 2 1 3 7. 7 3 . at lineal rate X .045 16. 17. Amount of Line 14 taxable 0 0 0 17 0 • 0 0 at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 18 0 • 0 0 at collateral rate X .15 . 19. TAX DUE ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 2 1 3 7.7 3 Stile 2 1505610240 1505610240 J REV-1500 EX Page 3 ~leneeienPc C_mm~lo~ OcldNlliti;_ FI{e Number 21 09 1144 DECEDENTS NAME Darius E. Rice STREET ADDRESS 28 Robin Drive ~ITy Shi nsbur STATE PA ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest (1) 2,1.37.73 Total Credits (A + B) (2) 0.00 (3) 4. ff Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FNI 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) ~ 2,137.73 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPIRl1ATE BLOCKS 1. Did decedent make a transfer and: Yes 0 No a. retain the use or income of the transferred; i i f d ~ u ~ ~I ncome; ....................... or ts erre ll use the property trans h b. retain the right to designate who s ........ ^' c. retain a reversionary interest; or ................. .................................................................... ... ........ O , d. receive the promise for life of either payments, benefits or care? ............................................... ........ 2. H death occurted after December 12,1982, did decedent transfer property within one year of death ^ without receiving adequate consideration? .............................................................................. h? h d ' ' ......... I ^'' er eat or payable-upon~ieath bank account or security at his or in trust for 3. Did decedent own an ......... Did decedent own an individual retirement account, annuity or other non-probate property, which 4 . contains a beneficiary designation? ......................................................................................... ......... ®' IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT A~ pART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan.1,1995, the tax rate imposed on the net value of transfers to or fon tlhe use of the surviving spouse 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 requiremlerlts for disclosure of assets and filing a tax return are still applicable even ff the surviving spouse is the only benefiaary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the ysQ of a natural parent, an adoptive parent or a stepparent of the child is 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 decedents lineal beneficiaries is 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 12 percent (72 P.S. §9116(a~)(h.3)]. A sibling is defined, unde Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC. IN RES DENT DECEDENT N PERSONAL PROPERTY ESTATE OF FILE NUMBER Darius E. Rice 21 09 1144 Indude the proceeds of litigation and the date the proceeds were n~eived by the estate. All pro joirlUy~owned with right of turvNorthlp mutt bs dltcbsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Mobile home on rented lot appraised by Gariin Appraisals, with copy attached. The ~ 19,559.98 intent of the executor is to sell the mobile home. To date, the executor has been unsuccessful in all attempts to sell the mobile home. 2. Checking Account #103005747, Orrstown Bank 459.84 3. Checking Account #97470147, M&T Bank 7,231.49 4. Proceeds from sale of 2002 Chrysler automobile 3,000.00 5. Erie Insurance, refund of premium ~ ' 445.00 6. Erie Insurance, refund of premium 34.00 TOTAL (Also enter on line 5, Recapitulations I' ; 30 730 31 (If more space is needed, insert additional sheets of the same size) -. - i REV-1510 EX+ (OSA9) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Darius E. Rice 21 09 1144 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION ppAPPl1CA8LE) TAXABLE VALUE 1. IRA Account held at Farmers and Merchants Trust Company, 40,950.81 100.00 100.00 40,850.81 with beneficiary designation of Deborah J. Christman, daughter and Brian W. Rice, son TOTAL (Also enter on lane 7 Recapitulation) ~ # 40 850 81 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF raa nvmo~~c Darius E. Rice 21 09 1144 Decedents dells must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1, Fogelsanger-Bricker Funeral Home, funeral services 9,670.35 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address Chy State ZIP Year(s) Commission Paid: 2. 3. 4. 5. 6. Attorney Fees: Joel R. Zullinger Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant - SheetAddress City State ZIP Relationship of Claimant to Decedent P„~~ Fes: Letters - 20.00; will - 15.00; renunciation 5.00; short certificates 20.00; JCS fee - 23.50; automation fee 5.00; additional probate 70.00; filing return 15.00 Accountant Fees: Tax Return Preparer Fees: 2,875.00 173.50 7. Central Penn Gas, gas service to residence ' 160.42 8. Century Link, telephone service to residence 17.76 9. Penelec, utilities to residence 35.26 10. Erie Insurance, car insurance 277.00 11. Countryside Village, lot rents! for residence 285.00 12. Central Penn Gas, gas service to residence 105.92 13. Penelec, utilities to residence 32.01 14. Countryside Village, lot rental for residence 570.00 15. Central Penn Gas, gas service to residence 281.04 16. Countryside Village, lot rental for residence 285.00 17. Penelec, utilities to residence 62.89 18. Vivian F. Co ,Tax Collector, taxes on mobile home 108.49 TOTAL (Also enter on Line 9, Recapitulations S 16 939.88 If more space is needed, use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent Darius E. Rice 21 09 1144 Decedent's Name Page 1 File Number Schedule H -Funeral Expenses ~ Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 19. Borough of Shippensburg, water service to residence 38.76 20. Central Penn Gas, gas service to residence 93.92 21. Countryside Village, lot rental for residence 235.00 22. Penelec, utilities for residence 11.76 23. Central Penn Gas, gas service for residence 58.73 24. Countryside Village, lot rental for residence 285.00 25. Darlene M. Kelly, CPA, accountants fee for final personal income tax returns 135.00 26. Penelec, utilities to residence 18.84 27. Central Penn Gas, gas service to residence 29.40 28. Penelec, utilties to residence 17.31 29. Countryside Village, lot rental for residence 285.00 30. Central Penn Gas, gas service to residence 20.89 31. Penelec, utilities to residence 18.63 32. Vivian F. Coy, Tax Collector, 2010 School real estate taxes on mobile home 417.00 33. Garlin Appraisals, appraisal of mobile home 50.00 34. Countryside Village, lot rental for residence 285.00 SUBTOTAL SCHEDULE H-B7 ~ 2,000.24 REV-1512 EX+ (12-08) pennsyivania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, ~ LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Darius E. Rice 21 09 1144 Report debts incurred by the decedent prior tD death that remained unpaid at the date of death, including unreimbursied medical expenses. ITEM ' VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Century Link, telephone service due at death 58.29 2. Central Penn Gas, gas service due at death 83.68 3. Penelec, utilities due at death 43.73 4. Alert Pharmacy Services, prescriptions costs due at death 79.80 5. Countryside Village, unpaid lot rental due at death ' 880.00 6. Vivian F. Coy, Tax Collector, unpaid taxes on mobile home due 132.52 at death 7. Erie Insurance Group, unpaid car insurance due at death 277.00 8. M8~T Credit Services, date of death balance due on 2,637.92 installment loan 9. Sears Credit Cards, unpaid balance due on account 162.75 10. Baxter, Drew, Wellmon, balance due on medical 16.26 services 11. Borough of Shippensburg, water service due at death 75.24 12. Elmcroft, balance due on account for care/living services 2,319.00 13. Zullinger Davis, P.C., unpaid attorney fee due at death 375.00 TOTAL {Also enter on Line 10, Recapitulations S 7 141.19 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: narius F Rica ~~ nn e w e RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustees) OF ESTATE I TAXABLE DISTRIBUTIONS pndude outrght spousal distributions and transfers under Sec. 91 ~6 (a) (1.2).] 1. Deborah J. Christman Lineal 6905 Grindstone Hill Road ' X40% of residue; 1/2 of Chambersburg, PA 17202 '~, Item 1, Schedule G 2. Brian W. Rice Lineal 1430 Green Street ~ 40% of residue; 1/2 of Harrisburg, PA 17102 ' Item 1, Schedule G 3. Michelle R. Kelso Lineal 211 Zion Road !, 10% of residue Newburg, PA 17240 4. Greg A. Heberiig Lineal 589 Walnut Bottom Road ' 10% of residue Shippensburg, PA 17257 !~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER EET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: L B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: L TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ ~~ ~~M~ ~N~ ~~ ~~~,~,, u~C awmunai sneers ~ paper yr me same size. JRZ - 5.1 rice.l October 9, 2007 LAST WILL AND TESTA~TT I, Darius E. Rice, of 28 Robin Drive, Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, miemory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral '.expenses, ~ including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the ~~ expense of the administration of my estate. II. `~\ I give, devise and bequeath the residue of my estate of every ~J nature and wherever situate to my wife, Audrey J. Rice, providing she shall survive me by thirty days. III. Should my wife predecease me or die on or before the thirtieth day following my death I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows: A. Ten percent thereof to my grandson, Greg A. Heberlig; B. Ten percent thereof to my granddaughter, Mighelle R. Kelso; C. Forty percent thereof to my daughter, Deborah J. Christman; D. Forty percent thereof to my son, Brian W. Rice; E. In the event any of the aforesaid benleficiaries predecease me or die on or before the thirtieth day following my death, I g ive and devise them share to ., their issue, per stirpes, living on the thirty-first day following my death. Should my son, Brian W. Rice, predecease me or die on or before the thirty'-first day r: ~~ following my death, or fail to survive m~,, I then .~ bequeath his share of my estate to my daughter, Deborah J. Christman. IV, Any fiduciary under this will shall have the follo~ing powers in addition to those vested in them by law and by other,'-provisions of my will applicable to all property whether principal br income, including property held for minors, exercisable wit;~out Court approval, and effective until actual distribution of al~. property: A. To retain any and all of the assets of my estate, real or personal, without regard to any pri$~ciple of Page 2 diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pe~hsylvania fiduciaries as they deem proper, without reg~~'d to any principle of diversification of risk. C. To sell at public or private sale, to exchange or to lease for any period of time any real ova personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or 'conditions ~ as they deem proper. D. To allocate receipts and expenses to principals or income or partly to each as they from time to time think proper. -~ E. To compromise any claim or controversy. c~ F. To distribute in cash or in kind or partly iri'each. G. To hold property in their names without desijgnation of any fiduciary capacity or in the name of a nominee or unregistered. V. I direct that all taxes that may be assessed in con~~:quence of my death of whatever nature and by whatever jurisdictigm imposed, shall be paid from my residuary estate as a part of the'~xpense of the administration of my estate. Page 3 vi. The interest of the beneficiaries hereunder sha~.l not be subject to anticipation or to voluntary or involuntary a~.enation; and the principal and income shall be paid by the trustee or guardian directly to or for the use of the beneficiary entitled thereto, without regard to any assignment, order, attachment or claim whatever. VII. I appoint my children, Brian W. Rice and Deborah J. 'Christman, as co-executors of this my will. VIII. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal', to this my last will and testament, consisting of six typewritten ''pages, the first three of which bear my signature in the~~..,,,,marg~n for the purpose of identification this _,~a!~" day of c~n~.~p.F~ a ~Z . 4 ~v~/ Page 4 I_~_ Signed, sealed, published and declared by the above-named testator as and for his last will and testament in our.. presence, who in his presence, at his request and in the presence of each other have hereunto set our hands as attesting witnesses. We, Darius E. Rice, ~ K ~~P/^~ and 1~~ `I I'I~ I~d ~• ~ Jf'~~ the testator and the witnesses reslpectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the ulndersigned authority that the testator signed and executed the instrument as his last will and testament and that he executed it as his free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the sai'~d testator signed the will as witnesses and to the best of their knowledge said signer was at that time eighteen years of age or' older, of sound mind and under no constraint or undue influence ~' estator itnes 1 Witness Page 5 r_.. .~ ~ _. _._. _ __ _. _. Subscribed, sworn to and acknowledged before me by the above-named signer and subscribed and sworn to before me by the above-named witnesses this2 f~~h day of ~ ~,h~r Notary Pu COMMONWEALTH OF PENNSYLVANIA Notarial SCI Ar~peta M. Schaeffer, Notary Public ~Per~sbur9 Boro, Curnbeiiand County My Gomrrpssion E~ires May 15, 2011 AAember, Pennsylvania Association of Notaries Page 6 Garlin Appraisals 2508 Province Rd Wyomissing, PA 19610 61078-2923 MAY 17, 2010 Estate of Darius Rice 28 Robin Dr Shippensburg, PA 17257 Re: Property: 28 ROBIN DR SHIPPENSBURG, PA 17257 Borrower. Estate of Darns Rice File No.: 2010-54 In accordance with your request, we have appraised the above referenced property. The report of that appraisal is attached. The purpose of this appraisal report is to devebp an opinion of vane for the subject. The intended use of this appreis~l report is to provide an opinion of value for the subject in as is condkion. The subject was considered to be in good condkbn. The Purchase Vane of the Mobilrie Home is 575,258.78, in its current condkion. The RetaN Value of the Mobile Home is considered to be x19,559.98 if the home is able to remain in ks current bcatbn. The intended user(s) of this ', report include the Estate of Darns Rice. An NADA appraisal report was prepared. DEMENSIONS ARE 28'X56'. NADA APPRAISAL GUIDE WAS USED MaylAug 2010 it has been a pleasure to assist you. Please do not hesitate to contact me or arty of my staff 'rf we can be of addkional service to you. Sincerely, Li RLL 1n~ Expires 6!2011 NADA APPRAISAL GUIDES (TNlS1S /VOT AN APPRAISAL FQftM.t ALUE REPORT Clae. ~ 10 Number 2fl1a54 Grace t.ocetan Berks Guide Edi(ioR spry-Akg 1 1!eer M!d'd MamNactwew• Trade Name 1991 RE[MAAN REpMAN PA fbarAreas:Odtbia-Witte Chart: 312 ~t~?tt~ ~ Main flan Arta ~ x 513 Si 6.811.91 l-bar Value -'~!i items Multiplier: x f . Base Struehs'e Value 2. Stsae Larson Adjugrrbnf 0 x 3 Tatar etuide Book R'atsN Value (in average calditront 4. CorldNion ~ Exce-kM ^ Gaud ^ Average 0 Fair ^ Poor ^ MlA ^ x 5 Cand111on AdpM~ Vale Remainerg PtrysiCel Ufa' 4033 yrs. 8. Land-laeae Commurwly A~tmant Unique ^ F_zceNent ^ SGxidard ^ Fair ® Poor ^ PL'A ^ x 7. Land-Leese CammuiN[y Adju6tad Value 6. ToW AAjustad Virus of Home 9. Total Additional Faatwes ~ to. Total Repairs 11, Total AdJusbd (RaRail) Value eN Home and t>trfional Equiprxant 12. VYhoeesale Value Consignment ^ Putheise ® Novell For Resale ^ N'A ^ x7$,0096 13. AddMonN Adjuatmente ^ Competed Oy: Prnparad By Lmde R Thomas Ceatrttatls; i_sfale al Uatitrs Rice ~ t.3 . ao r~ 1004G70B mars - coatgulde queNty t:anvMta to: Fair. Far datadad axptaaletion. sae'Conatntcton Quafdy' older "Haler. S'~6.~i1T.91 NIA n.~~ 1Q¢.00'lr 1t~3.OtiMl1 30.tf0 50.00 Form SCA - •wnTOTAL• appraisal software by a 0 mode, Inc. -1-800-ALAMODE ©i~~T]E~Gank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888 502-4349 Fax (302 934-2955 December 29, 2009 Zullinger -Davis 14 North Main Street Suite 200 Chambersburg, PA 17201 Re: Estate of: Darius E Rice Social Security: 721-18-0170 Date of Death: November 20.2009 Deaz Sir or Madam: Per your inquiry, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checlang Account Account Number 97470147 i Ownership (Names o, fl Darius E Rice, joint-secondary ', Audrey J Rice, joint Perry '~ Opening Date 01/1880 closed 12/14ro9 Balance on Date of Death $ 7231.43 ', Accrued Interest $ 0.06 Total $ 7231.49 2. Type of Account Installment Loan Account Number 11000177598560001 Ownership (Nantes o, fl Darius E Rice, Borrower Audrey J Rice, Co-borrower Opening Date 03/17107 ~' Balance on Date of Death $ 2637.92•~n,;s amount is nor to be used of pa,Naff pur~ds~c. Fora papaff Balance, please call 100-7242440 Current Balance $ 2490.73**Ihis amwon is nor a pa~'balance. ~I~ • If upon reviewing the information above, yon believe there are additional eocounts not ref please provide us with an aooo~mt numberand/or name of a~ possible joint ac~oount holder. For amy additionial aimation on the above accounts, ownership and any changes, closures and/or moment of funds, please contact our King Street brand, 35 39 Fast Kmg Street, Shippensburg, PA 17257. Oeice # 717-532-412. Sincerely, rissa Sears '~ Adjustment Services -- _ --- __ - _ _ _ -- ~ _ L ~ _ --- - - DEC-28-2009(NON) ^ z ^ z z ^ ^ 15:33 ... ~:.O.1t1~S1'OWN~~: ~ .. ~::.:~~ :•.:::.... M ................................... FnvANCr~~a~vi ~~~:nvC. .... . December 28, 2009 Joel R. Zullinger Zullinger -Davis Professional Corporation 14 North Main Street Suite 200 Chambcraburg, PA 17201 Fax 264-1$$4 Re: Estate of Darius E. Rice Social Security Number 721-18-0170 Date of death November 20, 2009 Tl IS h~ERERBY CERTIFIED THAT' THE ABOVE NAMED DECEDENT, 4 ~'HE ABOVE DATE, HAD THE FOLLOWINGACCOUNT W1TH ORRSTIOWN K: CHEGKING ACCOUNT Account No. - Account Type - Date opened -- Joint Account (name/date) - Balance - Accrued interest - 103005747 50+ Interest Check ', 6/27/05 Audrey Rice 6/27/05 ' $459.84 $0 eat Regards Vicld L. Gullixon !, Customer Service Specialist 77 East King Street Shippensburg, Penr~aylvania 17257 Received Time Dec. 28. 3:48PM ' .. __ - , , P. 001 /001 .9`,~aQ awi~ pania~a~ Wa6~~~ ~`~~ D g i 3 P ~ ! a w u ~~ sztt rsz_~z~ ?~3.os~~t sooz ~ ~ s ~~ s ,~ ~. ~~ u C A ~~ C i ~~~I $