HomeMy WebLinkAbout03-0154 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of Jean M. North No. '2 %-' O~ll '" ! ~ i~,
also known as To:
Register of Wills for the
Deceased County of Cumberland in the
Social Security No. 031-12-4749 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl Y for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 113 Easterly Dr.. Mechanicsburq, Silver Spring Twp., PA .
(list street, number, Twp. or Boro.)
Decedent, then 77 years of age, died 2/1/2003
at Seidle Memorial Hospital, Mechanicsburq, PA 17050
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 35,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 85,000.00
situated as follows:
113 Easterly Drive, Mechanicsbur~], Silver Sprin,cj Township, PA
Petitioner s after a proper search ha ve ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
113 Easterly Drive
Nancy A. Plasterer dauqhter Mechanicsburq PA 17050
14906 Arbor Springs Circle, Apt. 104
Valinda L. Brindle daughter Tampa FL 33624
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned. ~ _ no a. sse~ wJ_'l]_ be 1-iarid'led o~.'c~:i.de 'abe
"~o-~' ~,,.~~,~-~'~~_.~ 113 Easterly Drive
~ N4ncy~A. ,-,~.z ~_ ,, Mechanicsburg PA 17050
.~ ""~~· ~-~. ste~ ~nL/~,~ ~~,~..,) Tampa14906 Arbor Springs Circle,FLApt.33624104
~' Valinda L. Brindle
._~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA '1
COUNTY OF Curnbedand) SS
The petitioner(s) above-named swear(s) or affirm(s) that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Swom to or atTn'med and subscribed .-
before me this 2 ls___.[ da~ of / t~
__February, 2003 ,. ,&/~ )~(¥'
~ ~ ~f~- Register (,,) ~l,'t~tt'v'"'~A
No.
Estate of Jean M. North , Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW February lit, 2003 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Nancy A. Plasterer and Valinda L. Brindle
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
;
are hereby granted to
Nancy A. Plasterer and Valinda L. Brindle
in the estate of Jean M. North
-
FEES Joel R. Zullinger
Letters of Administration ...... $ ~ 17516
Short Certificates ( ) ...... $ ] 5, Lh~lD ATTORNEY (Sup. Ct. I.D. No.)
Renunciation ............ $ 14 North Main Street, Suite 200
x_~0.AO $ ID,61D Chambersburg PA 17201
TOTAL ~ $ zQ{o~). OD ADDRESS
Filed . ~: c~%t .- .~..3... A.D. (717)264-6029
This is to certify that the information here given is correctly copied fi'om an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital P, ecords Office fbr perrnanent
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
~L.~E~ ~),,,,,~
No. ~ Date
H10S 14~ Rev 2~a? COMMONWEALTH OF PENNSYLVANIA * OEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
........... Jean M. North p__ Female "', 031 -- 26 -- 4749 .. February 1,2003
77 v,. : Aug 15, 192 New Bedford, ,~ E~,~m ~ ~ ~ ..~ ~,~
Cumberland Mechanicsburg Seidle Memorial Hospital
~;~ Retail ~"~ ~ ,~. ~'~ 12~h ,*-~,, P /
Manager .,. Widowed
Silver Spring
~,~.c~. ~. z~c~ I~CE~.T'S Pennsylvania
113 Easterly Drive .~s~ ~
Mechanicsburg, Pennsylvania 170 Cumberland ~ ~.~'
Joseph Ryan ]~THER'SN~Ei. ......... ~n~) Madelelne' Bar~
Nanc Plasterer
Y ~. 113 Easter~ Drive Mechanicsburg, Pa. 17050
~ ~Xc ~ ~ ~b~.~ (~' ~Y, ~) ~e I
~~ ~J Feb5 2003 J CumberandVa eyMemora I Car se, Pa 17013
~ ~~ ~ ~ ~ a.. FD-014318-L ~ Myers Funeral Home Inc. 37 East Mare Streel Mechanicsburg Pa 1705~
~. I.~. b. I~. ~.~
Cumberland County
Estate of Jean M. North
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Jean M. North
Date of Death: 2/1/2003
Will No. 2003-00154 Admin. No. 21-03-0154
To the Register:
I certify that notice of (beneficial interest),estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 6/18/2003 .
Name Address
Nancy A. Plasterer 113 Easterly Drive
Mechanicsburq PA 17050
Valinda L. Brindle 14906 Arbor Springs Circle
Tampa FL 33624
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
none
Name: Joel R. Zullinqer
~:'-~:' Address: 14 North Main Street, Suite 200
c~ Chambersburg PA 17201
~.!::~ ......~
........ ~ .,~; Telephone(264) - 6029
.~ ~ Capacity: Personal Representative
X Counsel for Personal
Representative
LAW OFFICES OF
ZULLINGER- DAVIS
PROFESSIONAL CORPORATION
JOEL R. ZULLINGER HAMILTON C. DAVIS
14 North Main Street Dale F. Shughart, Jr. 20 East Burd Street, Suite 6
Suite 200 of counsel P.O. Box 40
Chambersburg, PA 17201 Shippensburg, PA 17257
717-264-6029 717-532-5713
Fax: 717-264-1884 Fax: 717-530-5222
zulngrlaw~earthlink.net davish~cvn.net
December 9, 2003
Cumberland County Register of Wills ~' !: :::
Cumberland County Courthouse
Carlisle, PA 17013 .
Gentlemen: '-~
RE: Estate of Jean M. North :~
File No. 21-03-0154
In connection with the above estate, enclosed for filing in your office are an original
and one copy of the PA Inheritance Tax Return, one copy of the Inventory, and check in the
amount of $28.00 for fding fee. Thank you for your assistance.
Very truly yours,
Encls.
Cc: Nancy A. Plasterer
Cc: Valmda L. Brindle
LAW OFFICES OF
ZULLINGER- DAVIS
PROFESSIONAL CORPORATION
JOEL R. ZULLINGER HAMILTON C. DAVIS
14 North Main Street Dale F. Shughart, Jr. 20 East Burd Street, Suite 6
Suite 200 of counsel P.O. Box 40
Chambersburg, PA 17201 Shippensburg, PA 17257
717-264-6029 717-532-5713
Fax: 717-264-1884 Fax: 7 ! 7-530-5222
zulngrlaw _(~earthlink.net davish~cvn.net
March 28, 2003
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Gendemen:
RE: Estate of Jean M. North
PA File No. 21-03-0154
Enclosed is check from the above estate in the amount of $4,702.50 representing
prepayment on the PA Inheritance Tax. The payment is based on an estimated estate of
$110,000.00 taxable at 4.5% or $4,950.00, less S% discount of $247.50, for a total payment of
$4,702.50. Thank you.
Encl.
Cc: Nancy A. Plaster
Valinda L. Brindle
Joel R. Zullinger
14 North Main St., Suite 200
Chambersburg, PA 17201
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002365
ZULLINGER JOEL ESQUIRE
14 NORTH MAIN STREET
SUITE 2OO
CHAMBERSBURG, PA 17201
ACH
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..................
101 $4,702.50
ESTATE INFORMATION: SSN: 031-12-4749
FILE NUMBER: 2103-01 54
DECEDENT NAME: NORTH JEAN M
DATE OF PAYMENT: 03/31/2003
POSTMARK DATE: 03/29/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 02/01/2003
TOTAL AMOUNT PAID: $4,702.50
REMARKS: NANCYA PLASTERER
C/O JOEL ZULLINGER ESQUIRE
CHECK//103
INITIALS: DO
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
.:~ ,~, au~.LI~'tU~:F, JOEL ?'fi?; liO. 717264i884 r.~' 04
REV-1500
P~NNSYLVANIA
INHERITANCE TAX EETURN ........
DECE(]ENI 'S t.~ME ( ~ST, FIRST. AND M~D[~[~ INIT~L 3~AL SECUf~I'rY NLJMB~
No¢l_%pe~EnM 0 3 I- I 2- 4 7 4 9
of,'r[:. OF OEATII {MM OGY(:;~') -- DATE OF aiR't it (MM lO.Yom') THIS RETURN MIJST BE FILED IN DUPLICATE WiTH THE
REGISTER OF WILLS
02/01/200~ 08/15/1925
jl¢ API"LICARI,E) SURVIVING gPOUt~['8 NAM~ {~,ST. FIRST. AND MI~DLE INITIAL) 80CIAL 5[CURI~ NUMBER
~ 4, Limihd Esbl0 ~ 43. Future Inl.msl Cornprom;sc Ida,~ ,~ ~.~l;~ :.~r 1342-a~) ~ 5. Federal ESlale Tax Ralurn Required
· rttl~ SECTION MUST ~E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE ~ILING ADDRESS
Joel R, Zullinqer 14 North Main Street, Suite 200
FIRM [,lAME (,
~er Davis~ P.C.
I'ELEPHON~ NUblOER
~1~264-6020 Chambersbur~ PA 17201
1. n,~r,I Es[ate (Schedule A) (11 __ 81,0qq,~O OFF~CIAL u~'~'OhCY-
2, Sleeks Rca Bond[; ($chcd~jlc B) (2) 2,g35.08
3. C ese y He ( Cor~x~,ll ~n, Padncfsh p or 80 e Pmpriel~h~p. (3)
4, Mortgngcs A Nok~ Recdvable (Scl~edul~ D) (4)
5. Cash, Bank D¢,posi~ & Mi:,celbneous P~r~onal P¢oP~t~ (5)
{S¢~odul~ E)
6. Julntly Owned Prope~[y (Schedule F) (6) 34~699;~2
7. Ir~ler,Vbo~ 'f~a,~rols & M~sccllane~us Non-P~ubate
[~hCdule G or L)
8. '[ot;d Gross Assets (tokd Lines 1-7) (8) 144,975.35
9, Fu.eral E~pe~3ses & Admin;stra~ive ~ {Sd'~edule H) [9) ! 2,604.74
10, Dcl;~ et Decedent. Me,tUng0 U~bilifies, & Uens [Sched.l~)I) {10) ~4~8~ 3.93
11, Tolal Deductions (trial Lin~S 9 & 10) (1~) 37,418,67
12. Net Value of Estate (U~e 8 mlr, us Line 11) (12)
13, Charibtfl~ ~mJ Govemmcfltal Ba,lue~t:~lSec g113 Trusls for whi~ an election to 13x has not been J13) 0,~0
made (Sd~ed,Jl~ J}
1~, Na~ Valu,~ StibJec~ to Taz (Line 12 minu~ UnO 13) {14) 1
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE ~TES
1 ~, Am(~ur~{ of Line 1418Xable ~11 ~t,e ~l~usal
fale, Or tl~fls[0rs undr~r Sec, 9~16 (a)(1.2) X , . (15}
16. AmrJu,t ol Li¢~ 14 L,x~,ble atibod tale 107,5~6.68 x .04~ (~6) ~.0~
1l. Amount eT L.f~e 14 la, able al sibling rate X .12 {17)
18. Amount 0[ Line 14 lax;4)le st cfJltal[~ral r;~l~ X
~ ~.,~ D,,. (~9) 4,840.05
20.
~ ~.uL,_:~'t~J~R JOEL FhX NO, 7172641884 P,
Oecedent's Cornpiel. e Address:
.~ ........ 1~..~ ~.sterly. Drive
Mecf~ancisburfl I ~'r,~ PA ._~ 17050
Tax Payments and Credits:
Ta~ Due(PSgc 1 Line ~9) (~) 4,840.0~
A. Bpous~l Pov~mly Credil
B. Prier Payments . 4,702.~
C. ~i~:count
Total Crcdils ( A + B + C ) (2) __ ~, 950.00
3, lnlnres~Penallyi[~pplicabb
D, In~ere~
E.
Tolal Interes~Pcnal~ ( D + E ) (3)
4, 1~ Linc 2 Is 9m:~l~r [hen Line 1 · Linc 3, enter tb~ dil¢erence. This is 1he OV6RPAYM6NT.
ChecA bo~ on Page 1 Line 20 to request a refund (4) 109.95
~, I~ Line 1 + Uno 3 is greater tha~ Line 2, enter lhe diSc. ronco. This is lhe T~ ~E. (5) 0.O0
A. Enlor thc Inleresl o, U'~e tax due.
B. [nter the total et Line 5 +SA. This is the BALANCE DUE. JSB) 0,00
Make Check Payable to: REGISTER OF WILLS, AGENT
~':~ ,., ,,, .,. ,,, ,, ,, ...", .... . ,,
P[~EASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN' ThE APP'EOPRIbE BLOCKS
1. O~d deceden( mak,~ a ~ransfcr a~d: Yes No
a. retak~ thc u~c (~r income d the p(ope~y ~ansfcrrcd; ........................................................................... ~
b. r~ta~n ~t~e fight ~o dgsignate who sha~l u~c Ihe pro~dy {rans~e~ed ~ ils Income; ........................................ ~
C. rclain a reversiona~ inlerest: or ...................................................................................................... ~
d, receive the promise for lite of either paymen[s, ~ne[its or cam? ............................................................. ~
2, ir dee[l) occurred after December 12, 1982, did dec.ant iran star prope~y within one year et death
withou~ receiving adequate considerallon? ............................................................................................... ~
3. Did dcccdenl own an "in ~rust for' or paysble u~n death hank accourq or security al his or her death? ................. ~
4. Did deceder,[ own an Individual Retirement[ Account, annuity, or other,on-p~obate property which
conlains a benc6cia~t deslgna[io,? ....................................................................................................... ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
SIGNAl URE OF PERSON ~ F~NG ~ffURN DATE
ValiQ~.a L. Brindle, 149~6 A~b~pd. ngs Circle, Tampa FL 33624
Chambers~l~ _ PA 17201
For dales of d~:all', ~n or after Ju 1, ~99~ and ~om Janua~ ~, 1'995, Ifc lax rate im~scd on thc ncl value of transfers [o ¢br De use of ~h,} sullying spouse is 3%
For (later et dealh on o~ a¢~er Jar~uary 1, 1955, the taz rate imposed on the net value e¢ [ransrers to or CDr lhe use of lhe sullying spouse is 0% [12 P,g,
The sl;]iub does ~e[ e~em~ a (~ansf(~r iD a surviving spouse from [az, and the sta[uto~ requirements for discbsure et assets and filing a ~ax re[ur~ are
{he sullying spouse is the only b~ne[iciary.
For dates'et d~alh on ~r attar JuCy 1, 2~00:
The ta~ raid ~n~posed on ~he net v31u9 et transfers [(om a deceased child twenty-one years et age or younger at death b er tot ~e use o[ a nalurat parent, an adoptive parenL
or ~ sbppa~e~{ 0¢ [l~c (bird is 0% [~2 P.S. ~9116(a)(t 2)].
Thc I:-~x Cole hnp~,ed e~l the r~e/vabe of l~ansfcrs to or f~ thc use et Ihe ducedenl'~ li~ea~ beeericbdes is 4.5%, except ~ holed in 72 P.& ~91 ~6(1,2)
J0~L FI'~× N0, 717264~884 P, 06
~ SCHEDULE A
c.:,~o.w~,,, o~ ~',,~s~w~,~ REAL ESTATE
INI IERt I'ANCE TAX RETURN
RES I']I-NT DECEBENT
ESTATE OF
Ail real pmpe~ o~e~ ~ole~ or as a tenant In common mu~t ~ repoded at fair markel value. F~lr
exchanged between a w~lling buye~ and a will,n9 seller, neither being compelled lo buy or ~9~1.
Re~l propel_whalings Jolntly~ed ~th fiBht of Su~lvorsh~p must be disclosed on Schedule F.
116M VALUE AT DATE
NI)ME~E'R DESCRIPTION OF DEATH
1. 1'tact of real estale, together with improvements 81,000.00
thereon, situate in Silver Spring
Township, Cumberland County, PA,
being known as Unit No. 7 Westfields Condominium.
appraised at $81,000.00, copy of appraisal attached
~, _~1'28 "'" ..,~._~.~!~' ,,~.~,,i~":':P JOEL FaX NO, ?~72641884 ,, U7
~EV-I~O3 EX * (G-O~J
~ SCHEDULE B
c~,~o,~,~,~,,~, o~ ,~N~WN,~ STOCKS & BONDS
INItERFrANCE '1'~ RETURN
REGIBE:N I' OECEDENT
ESTATE OF FILE NUMBER
_~g~o_M ........ 21 03 01~4
All properly Jelntly-o~od with right o[ 5u~ivorshlp mu~l be disclosod on Scheflul~ F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 66 shares common stock Verizon Communications 2,516,58
~38.13 per share
2. 5.7060 shares common stock AT&T Corp. 108,87
~19,08 per share
3. 8 sllares common tock AT&T Wireless Services, 48.80
lnc. ~6.10 per st3are
Technologies, Inc. ~1.89 per share
4, 202631 shares common stock Lucent 38,30
5. 5 shares common stock Agere Sys, Inc. 8,65
(91.73 per share
6. 52.8,2 shares common stock Comcast Corp 211.28
New (¢_.25.41 per share
7. I share common stock Avaya, Inc. 2.60
@2.60 per share
TOTAL (Also enler on llne 2, RacaD;/utalion) $ ,~ ~-~ cnn
Z,.d..'...:i U,.', ?' "~';'" ' ..... " F",';X NO, 7172641884 ,,
~.;,, ,,_~ 'xt~ ZdL!.[?~bd, ,JOEL
R,l:.V-1,509 Ex ~ (6-96)
~ SCHEDULE F
co,*~.,~J~-,,L~',, o,, ~.~N~.s¥~,,~;~ JOINTLY-OWNED PROPERTY
ItcHY_: R iTANCE TAX
RESIGEN F
E6 rA']'E OF FILE NUMBE~
~[~, J~_~ ......... 21 03 . o]~.~._
II ~n as~l ~s m~d~ joinl w~hin oho y~r ol tho d~cede~t's date
SUR¥ VIN(.~ J~INT TENAN r($) N/\ME~ ADDRESS K'F LA'FIONSHIP TO DECEOENT
Nancy A, Plasterer 113 Easterly Drive daughter
Mechanicsburg, PA 17050
e Valinda L. Drindle 14906 Arbor Springs Circle daughter
, Apt. 104
Tampa, FL 33624
C
JOiNTLY-OWNED PROPERTY:
DATE DESCI~IPI'ION OF PI:~,OPL';RT'f % DF DA] E Of: DEATH
Ii EM MT, Df; INCLUDE NAME OF F'INAI'~CIAI, INSTITUTION AND BANKACCOLINT NUMlJER OR $1MIt. AR DATE OF DEATH Or:CO'S VALUE OF
NU.M[JE r.t ,JOINT If3~.N1 !["¢ING NUMRER. ATTACH DEED I'~OR. JOIN T[ Y.HI:L 0 I~,I~A[, BY(ATE. VALUE OF A$$[J.T iN'FEI'(EST DECEDENTS INTEREST
1. Checking Account Citizens Bank 104,098.06 33.3333 34,699.32
TOTAL (Also enter on line 6, RccapikJia¢on) $ q4 A~a qo
P:.U-L', 'OU ,iCPl U', L,J ;~"'!, .'u.I L;., U,ZR JOEL ,,~,,~""" NO. 7~72641884 P, 09
SCHEDULE G
INTERNIVOS T~NSFE~S &
COMMONWEALTH OF FENNSYLVANIA
~,~,~.~.~c~'~x ~TU,~ MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
TN.~ s, ~ e,Jula must be ~mpleted and Gied iF tl~e answer to an~ of que~t~on~ I through ~ On the revemo side o¢ the REV. 1500 COVER SHEET is
DESCRIPTION OF PROPERTY
I~ ~:~ It~CI.U~ IHL 71A'JI: O1: TJl( T~IJ~F[~FE. rIiLIARELAII,;~;II,F'TO gFr~,3rNt ~tJQ DATE OF DEATH % OF DECD'S EXCLUSION TA~BLE
1, 'l'ran~amercia Annuity Account 'g26149410, with date of death 26,340.95 100. 26,340.95
value of $26,340.95: beneficiaries Nancy Ann Plasterer and
Valinda L. Brindle, daughters of the decedent
~.:L,.:-~,.~ ~.., ...... u.l _:; i'~I ZULLI,.~u,'-_RJu~_L F.~X lie, 717,:~¢4!884 P, i0
~ SCHEDULE H
COMMt3NWEALTrl OF PENNSYLVANIA FUNE~L EXPENSES &
INHEr, ITANCE. TAX RETURN ADMINIST~TiVE COSTS
RFSIOI2NT
ESTATE OF FILE NUMBER
~J~, Je;.tc.~l. 21 03 _ 0154
~bts of decedent re.st he reposed on Sclmdul~ i.
ITEM
NUMRER DESCRIPTION AMOUNT
A. FUNE~L EXPENSES:
I. Myers Funeral Home, funeral expenses 4,764,26
2. Gingrich Memorial, gravemarker 1,319.20
ADMIMS'f P,A fIVE COSTS:
1. Pursonal Repr~.scrdallve's Commissions
Na m,.~ oi' Personal Repre.~nt;-~livu (s)
SO,';tDI $~c'jrity Number(.~)~lN Number of Personal Repr~nlative(s)
St, e c-'l Addre~,s
Oily Sbt~ Zip
Ye3r(~) Commission PakJ:
~, Atlomey Fu2$ Joel R, Zullinger 2,150.00
3. Far~ily Exem¢.t{an: (If d¢~cedeHfs a[Id(o~s is ~ol the same a~ claimants, a~ach explanai~0n) 3,500.00
6h);ma,,t NancyA. Plasl'erer
SlroctAddre~ 113 Easterly Drive
C~ Mechanlcsbuq] .. S~te ~A Zip 17050
Rc~lation¢)i¢ o~ Claim;~H[ [o Decedent ~aughter
4, Probate Fees Register of Wills - Letters 235.00; sho~ ce~ificates 39.00; JCP fee 10.00; 312.00
filing return 28.00
5. A~ou,~tan['s Fe,~s H&R Block, preparation of decedent's 2002 income tax returns 60.00
6. Tax Relum Preparers Fees
7, Appraisal Sok~tions, appraisal 275.00
8. Postmaster, estate mailings 31,78
9. Verizon, lost stock ce~ificate fee 20.00
10. Allstate Insurance, insurance on decedent's real estate 172.50
'I'OTAL (Also enler Dn line g, RecapiI,jl~lion) $ ~_=_'12,_894; 7~
SCHEDULE I
co~w,:~,.~H o~ ~,.~¥W~,~ DEBTS OF DECEDENT.
INI- ER ~ANC~ TAX RETUKN
,~,:~,,:,,' ~ ~o~r MORTGAGE LIABILITIES, & LIENS
E~TATE OF FILE NUMBER
~]b,_Je~,3 M ....... 21 ~3 0154
Include unretmbursed medical ezpcnses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. St. Lukes 150.00
'Wheel Chair Van 50,50
3. Susquehanna Valley EMS, medical transport 150.00
4. Pinnacle Health, balance due for medical services 13,566.67
5. Westfield Condo Association, association dues for decedent real estate 165.00
6. Return of social security payment 835.00
7, Bureau of Accounts Management, collection agency for Pinnacle Health - amount paid 9,896.76
for medical services
TOTAL (Also enter on line 10, Rcc~;Filulatlon) , $ _ 24,_8'13.93.
: .... u PM ZULLINOER JOEL
PaX I'i0, 7172641884 P, 12
f:OMMONiFUEAL'I II O¢ F'r NNSYt. VAN~A BENEFICIARIES
tNI fr'l~l ~AP, CE T~
RI SIOENT DECEOEN F
ESTATE OF FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
~4UMSER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY OD Not Li~t Trust~(s) OF ESTATE
l. TAXABLE D~STRISUTIONS D~ludo outrl~hts~ousal di~ribul;en~ a~d [ra,~sfe~ u~dcr
Sec, 91 ~6 (a)
1. Nancy A. Plasterer daughter 50% of Transamerica
113 Easterly Drive Annuity $13,170.48
Mechanicsburg, PA 17050 50% of residue
2, Valinda L. Brindle daughter 50% of Transamerica
14906 Arbor .Springs Circle, Apt. 104 Annuity $13,710.47
Tampa, FL 33624 50% of residue
ENTER I)OLIAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEEI'
l 1. NON-TAXABLE L'~ISTRIBUTIONS:
^, SPOUSAl. DISTRIBUTIONS UNDER SECTION 9'I 13 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. o.oo
B. CHARITAEiL.E ANO GOVERNMENTAL DISTRIBUTIONS
I, 0,00
TOTAl. OF PART ! I - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0, OD
F, I INVOICE
Bret! Lechthaler
Appraisa[ So;uticr~s I 'INV0tCE NUMBER
18 San Juan Drive 3-1332-K
Me*hani~kum PA ~,~¢5 · DATE ~:
May 30 2003
Teiephone Number; 7~7-597-~828 Fax Number: 717-697-! 304
REFERENCE
i TO: Internal Orber #:
Lender Case #:
Estate of Jear: M. North Client Fite #:
I Main File # on form: 3-1332-K
I
Other File # on form:
Telephone Number: Fax Number: Peoeral Tax ID: SS# 195-54-8211
Alternate Number: E-Mail: I EmployertD:
Lender: Estate of Jean M, No~h Client: Estate of Jean M North
Purchaser/Borrower: NA
Property Address: "~3 Easterly Drive
City: Mechanicsburg
County: Cumberland State: PA Zip: 17050
Legal Description: Deed Book 361 Page 716
Full Appraisal
SUBTOTAL 275 oo
pAyMENTS' _ , : AMOUNT
Check #: 105 Date: 5,,""'~0~'"= Description: Paic m futl 275
Check #: Date: Description:
Check #: Date: Description:
SUBTOTAL
... TOTAL DUE I$
iFile No 3-13~_32.K Pa_g~_~_.l
APPRAISAL OF REAL PROPERTY
LOCATED AT:
113 Eastedy Drive
Silver Spring Township Cumberiand County
Mechanicsburg, PA 17050
FOR:
Estate of Jeaf~ M. North
113 Easterly Drive
Mechanicsburg, PA 17050
AS OF:
February 1, 2003 (Retrospective)
BY:
Appraisa! Solutions
16 San Juan Drive
Mechanicsburg PA 17055
Brett Leoh, thaier. PA Certified Residential Appraiser
File
Fiie No 3-1332-K
Flay 30, 2003
Appraisal Solutions
16 San 3uan Drive
Mechanicsburg, PA !7055
Estate of Jean Fl, North
A-FTN: Nancy Plaster
RE: 113 Easterly Drive, Mechanicsburg, PA 17050
Dear Ns. Plaster:
Pursuant to your request, ]: have prepared a COMPLETE APPRAISAL/SUMFiARY REPORT
of the properly captioned in the "Summary of Salient Features" which follows.
The accompanying report is based on a site inspection of improvements, investigation of
the subject neighborhood area of influence, and review of sales, cost, and income data for
similar properties.
This appraisal has been made with particular attention paid to applicable
value-influencing economic conditions and has been processed in accordance with
nationally recognized appraisal guidelines.
The value conclusions stated herein are as of the effective date as stated in the body of
the appraisal, and contingent upon the certification and limiting conditions attached.
Please do not hesitate to contact me if I can be of additional service to you.
RespecCuliy,
'-'~'~ '~- [ ~'-' ," .¢ "'
/--~ ~t.\ ~' ,~.~- ~-- %-,
Brett Leththaler,
PA Certified Residential Appraiser
SUMMARY OF SALIENT FEATURES
S~3 .~3: Acore$~ 1 ! 3 Easter!y Drive
.~;a: Des:rlp::on Deed Book 361 Page 716
Oit~, Meoha,mcsburG
Cou~::, Cumber:and
State PA
Zi~ S~ce 17050
Census Trao', 3240-01 !8
Ma2 Referense ADC: !8/E-7
Saie '~nse $ NA
Dar( ,of Saie NA
59rrov, eT ,Sliest NA
Lender Estate of Jean M. North
-=rice pe Squa'e Fool S
Location Average
A.~e i O Years
8¢:tdit cn Average
Tara; R)cms 5
· :2~.*a .~er Bret,. Lesht,'~aler PA Ce,rtifled ResJdentia~ Appraiser
-"ate of ,~.3pra:seC Va~ue February I
INDIVIDUAL CONDOMINIUM UNIT APPRAISAL REPORT
· File No. 3-1332-K
' Address ! 13 Easterl, Drive _;j~ Mechamcs~urg .......... ~;~R~ ~ Sod~ 17050
L~a 385:rJDtlO~ Deed Book 361 Pace 716
........................ Cou~: Cumberland Unit f~c 113
Proect kzme,DhosE NO Westfields MaD ROere%e ADC:~ 8/E-7 Censu~ Tract 3240-0118
~cr'cwer NA 3urrent 3~rneL~siaJ~.o_f ~D M Nodh ...... ~::u~nt '7 Owner Tenant
Lo,set 3ie,,~ Estate of Jea~ M No~h qd~ress !I 3 Easteriy_~-;_y~ M~¢nios~d~ PA ! 7050
~,23-& Eer Brett Lec*t~aier ~A Codified Residem:al ADDr~ Address !6 Sa2 Juan Drive Mechamssburo P~ 17055
:Ur;ar ,' S~;r;a~ murat Predominant Sin~lefami~yhousino Predominant Oondominium housin~
Eui~:z; 3'.er 755~ ' 2?Nc Llnce'25~ single family ~RiC: A~E conoomlmum PRICE A~E
Gro',,,~ rare R~p~O , t. Stable 5a~'~ 2 Owner ~.~_ Low New ~.L Owner 85 ~ow 5
~,. ~. ~,.a,,m.,,s 2 ¢onosminism ! ¢ommorcJa~ 2 indus~ria I V~sant 2 . Other
Ne;2~bomood 3;u~oare5 and 3%aras;enst,cs: _T~ n~hbori,oe~.~o~rj~_~r~ m~cat~g~D J~e.%~closec n~i~b~!h~o~¢~ i~ the addenoa of this
Sub,eot has access Io ali : fa:iJities includinc )ublic parks transpolar[on, snoD~ and Houses of Worship__~
E~?oyme~t ~tabi~i~v i~O~ due~E t~e _~t~te Copilot at H~rri~buzg jh~ ~vy_~.u~p!Z~.g~~ i~._M__~c~nics~yr~ j~.~rm), Su~ Deo~g!j~ New
C~mbedan= and the exsa~dino West Shore Area. Av~ra¢~¢A_mai~tenan~ sro~rams obse~ed ~z~ment is within !5-30 minute
drive. Steady price increases and MLS statistics demonstrate stable demand for for the area
The search Of county tax records and the MLS se%nco show )r~ces stable The MLS se~oe nd;cafes t~at the sel!s in
months Modaaoe fund: read;t available from a variety of sources w th convent dna dans be no 5 0% to 6 5% interest fixed 30 veer
_g~ tc ~¢iEts ~el~er~Ar~ noLr~qRired. ~_~ffeEsa~ or fln~nclD~co~cgE~_O.~ ~,pweve~e!~.a~sjstan~e is occurnn~
~?~: axe best use a~ ~ave~ ~ Presem use Other use (exo~alm .... : Dens%, Averaoe
Utilities PsN~c C'tner Off-site improvements T'¢p~ ~ubI;: Fr',a~e v'~ev, ~icai street
E,eczr s[t~ ........ Street M~a~ ...... .. Dra[%~e
Gas ............ Card gu~er C. 9ncEetc ....... ~; = Asparent easements ~i~a', Utilit% ~-- .....
Water : ........... S~Cewalk qq~r~t_~ ..... . . . CEMA Spes~a; FfDod Hazard Area Ves >'~ No
S~n;e') sea, er Streetlig~ts None :Ek',AZone C Map Da!~ 3-3-1992
S:xmL s~¢,'er ....... ' , ....... A!~ev ~ N~__ _ :EMA Ma~ No 420370
assessments shde areas [~ieqA13r local Ro~:s~c~lp~ Zo~: -s~ etc.): Standard easements for
eJectnc teiebho~e otc There know~.or apparent adverse easements, encroachments or conditions noted
EX;~[~7,3 ?:OD3~ed ................ Exist lota~ f~o of PerKinS 104 lcta~ Ns of Units 52 Total No o{ PianRed Umts NA Tote No o~ ~,, '- ~,.~ ~,r*mpYt¢"...~ .... 52
Date of Son',eTs ss ~ .i ~ype QPgO_.. Tote No of Units Sold 52 Tote'. No. of Un;ts Sold _Ne___ Iota! Nc of Units Sold .~2
A~e ','rs I0 S~es: Farkrn~ Resid Tala Ho 0', Units Ren~ed _~ ...... Total NO ¢ b'mts Rented ~_ ~ ~o;a! Nc ct Unts Rented 0
?~ct:,'e Ao~ OFfs 2-3 ~atC~(~;~_~F Presi~e~!~_~at~[~ Assoc President Dat~ Soar:e Assoc President
Prole~ l>:e . . Pnla% qes~de~ce Second Home or Recreat~or;a : Row or lownho~se ~arde~ Midris~ Highrlse
Done;tx ¢ ~he srofist oualitv of cans :ucc,on ua,: m~x appea ts market ets _The ~Qn~i!ion~ua~,~ of construction and ~2~_~2t0
A,;prasa, Ss:~tzT~ 71: GT-'33z
INDIVIDUAL CONDOMINIUM UNIT APPRAISAL REPORT
~n;: C~arge S 55 00
........... per md X :2 = S 56000 __ 2er yr Annua~ Assessment charee per year squzre fee: o' gross iivin6 area = S 0 69
Ut(hies incudeC in un~: c*,erae ~. None Heal Air 0opd!tioqin~ - Eiectrislty _ Gas - Water Sewer
There are no Known an~sual characteristics that wouic affectmarke~a, bi]i*~
;TE,%' S']SJECT CC, I,~PARAB~E NC, ~ CDb',FA~AB~E NC 2 COMPARABLE N0 3
Aod~es~ ?o ~ !3 Easteay Drve 126 Easterly Drive 143 Eastert~ Drive ~28 Easterly Drive
Proieot Name Westfields Westfields Westfields Westfields
Sut~5;r : within one block w~thin one Pluck within one block
Sagas P':e S NA '. S 78.030 S 83950 ~ . S 83.000
Price Grass Li~ Area ~ z S 90 28 g S 9046 :- S 79.81 7
Da~z eno or inspection & E~ Inspect; MLS:& E~ Inspect: MLS:& E~. Inspect MAS: &
Verff;o~t~on Sources Coufihouse Recc Coudhouse Records Cou~nous6 Records Cod~house Records
VALLE ADJUSTMENTS DESS~¢FTiDN DESCRiPTiON + -~ kdiustm~nl~, DESCRiPTiON ~ ,- r S Ad;ustment DESCRIPTION -
5ai¢~ o' ;in~%~ng Conventional Conventional Conventiona~
Co%sssio~s Nc Effect No Effect No Effect
Date o!S~e~me 03¢02 ~ DOM 03/02 ~5 DOM 05/02 40 DOM
Locat on Averaae Averaoe Averaoe Averaae
Leasenoid Fee Simple Fee Simple Fee Stm~t~ Fee Sim~l~ Fee Sim~.
HOP Mc .Assessmem 55.00 56 00 55 00 55 00
3ommor E~emen~s Open green areas Equat E~uat Eaual
=rqesl~;_z~ ~yp& ...... Ave.r~g~ ............. AxErage ......... Average ............... Av~rao~
Floor Loaal~on 1 Floor I Floor I Floor 2 Floor
Ve~ )isai street T~pica'. street ~ sa~ street Typical street
2~.~_?~_~P~ ~o~0~'Av~ ¢o~de'~vg ................. ~oeo¢/~v~ Condo/Avq
O;ai~.' 3~ ~gn~tr~?o* V?y~'.~rig~,~v¢ . . B~ickWiny?Avg ...... Bnok~Ji~vl/~v~ .......... ~.ri~l/=~ .........
0oncitc~ ....... ~Y~f~gff ........ Ep_uai ............... ~upe[~o~ .......
Above Sra~e Total Dorms Baths Tstal Bdrms B~t~s T~a[ B~rms B~ths Tote Dorms
Room 3aunt ._5 2~ .... ~___~ _._%_ _ 5 2__ ! ..... ~__~__.~ -1.500
Gross Lviqo Area 950 Ss Ft 864 So Ft 928 So ;t 340 Ft
¢ a0c NA NA NA NA
Energy E~c,enr ',terns Avera=e Average Average Averaee
Bal:on~ :arid Porch/Patio Porch/Deck Porch,' Patio Porch/Patio
Fireplace? ets None ........ ~ne .......... ~one .............. ~pp~
~o.iusteS Saes Prce
78.000 S 81 950 I S 81 500
Commer,~5 on Saie~ C:m;ar son ¢ino!udin~ tn~ sub~eo! ~rope~."5 compatibiht), to other ,:o~¢om,n~cm, units i~ th~ neighborhood, e~c ] After a search of all available
market =ate the co.m?rable~hosen were ?nsidereq tb~ .~est_availa~le~ A¢_us~m~zm~(¢At~_zeflAct~E~s~an~(~[ ~iff~ze0~g~ b~wee~
wit~ mosl wei= ~iied tc Sale ¢2 due to same model as subiect Adius:ed vaiues of comoarables is 78 000 to 81 950
Date Pfi3~ a% Dal~ NA None None None
Sour:E (o' D:,3' sees NA NA NA NA
r~saf NA Cou~ House Records Cou~ House Records Cou~ House Reco-d
The sub;eot ha5 not ;ransferred Wither three ),ears Otnerpr or sa es of tbe c~mParab e orope~ es OCC,'rre~ ~O*e +~8R On¢ year
nC !(Stoa ~or sale aoreements on a~v oathe
INDICATED VALUE BY SA~ES CDMPARISaN APPROACH S 8 ! OOO
INDICATED VALUE BY COST. APPROACH ~%82r , A33 czai~ 2 N~
I WE~E~T!MATETHEMARKETVALUE, ASDEKINED 3FTHEREALPROPERTYTHATISTHESUBjEOTOFTHIS~E~ORT ASe~ Februar~ i 2333"
~¢HtSH IS THE DATE OF fNSPESTiaN AND THE EFFEOTiVE DATE 3F THIS REPaRT~ TS BE ~ ~ - m% ....................... 1
A~PRAiSER: /~._ ' ' ' .... SL~PERV!SD~Y APPRAISER (ONLY IF RE~U!RED~:
/
Z!Ie_N_c~. 3-_13_32-K P~ge_#6
Supplemental Addendum ~ No 3-1332-K
zr0ds1'~' A~¢~ess 113 Eastertv Drive
3!;',, Mechaniss~ura C0untv Cumberland State PA Zip Oode 17050
L~rder Estate o¢ Jean M No~h
~PECZAL LZ~NG COND~ONS:
This appraisal is not a home inspection and the appraiser is not acbng as a home inspector when
preparin9 ~he repo~. When pedormin~ the inspec[ion of this prope~, the appraiser visually obse~ed
areas that were readi!y accessible. The appraiser is not required to disturb or move an~hing that
obstructs access or visibiti~. The inspection is not technically exhaustive. The inspection does not offer
warranties or guarantees of any kind.
SUPPLEr4ENTAL CER~F~CA~ON5:
Z ce~i~ that:
- This appraisal is a 6ONPLETE APP~SAL/SUNNARY REPORT.
- This appraisal was prepared by Bre~ Lechthaler for the exclusive use of the Estate of 3ean M.
No~h, client, to estimate market value in terms of cash or financing similar to cash for mo~gage
financin9 purposes. The information and opinions contained in this appraisal set fo~h the appraiser's
best judgement in light of the information available at the time of the preparation of this repo~. Any use
of ~his appraisal by any other person or enti~, or any reliance or decisions based on this appraisal are
the sole responsibili~ and at the sole risk of the third pa~. Hr. Lechthaler accep~ no responsibili~ for
damages suffered by any third pa~, as a result of reliance on or decisions made or a~ions taken based
on this repo~.
- Jn my opinion the reasonable exposure time linked to the value opinion is up to 180 days.
- ~n my opinion the reasonable marketing time linked to the value opinion is up to 180 days.
~ fu~her ce~i~ that, to the best of my knowledge and belief:
- The statemen~ of fact contained in this repoR are true and correct.
- The reposed analyses, opinion, and conclusions are limited only by the repoRed assumptions
and limiting conditions, and are my personal, impa~ial, and unbiased professional analyses, opinions,
a~d conclusions.
- Z have no present or prospe~ive interest in the prope~ that is the. subject of this repoA, and
no personal interest with respect to the pa~ies involved.
- Z have no bias with respect to the prope~ that is the subje~ of this repo~ or to the pa~ies
involved with this assignment.
- f~y engagement in this assignment was not contingent upon developing or repoRing
predetermined results.
- My compensation for completing this assignment is not contingent upon the development or
reposing of a predetermined value or direction in value that favors the cause of the client, the amount
of the value opinion, the aEainment of a stipulated result, or the occurrence of a subsequent event
directty related to the intended use of this appraisal.
- Hy analyses, opinions, and conclusions were developed, and this repo~ has been prepared, in
conformi~ with the Uniform Standards of Professional Appraisal Practice.
- Keith Bolash provided significant professional assistance to the persons signing this repo~.
- Bre~ Lechthaler personally inspected the prope~ and prepared this repo~.
Sincerely,
Bre~ Lechthaler,
State Ce, tiffed Residential Appraiser
_Fit~_N_o _ 3_ - _i 3 3~2_- K_
DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under
a! conditions renu;site to a fair sale the buyer and se'.ier each acting prudentiy knowledgeably and assuming the price is not affected
by undue st~muius implicit in this definition is the consummation of a sa~e as of a specified date and tr~e passing of title from seller to
bu~..er under cond;'dons whereby: (1 } buyer and salter are typically motivated (2) both parties are wel', informed or well advised, and each
soti'~g in what he considers his own best interest; (3') s reasonable time is allowed for exposure m, the open market; (4) payment is made
in terms of cash in US collars or m terms of f~nanciai arrangements comparable thereto: and i5) the price represents the normal
ooqs~derstio" for the property soid unaffected by special o' creative financing or saies concessions' granteo by anyone associated with
the Said
'Adjustments to the comoarasies taus; be made for special or creative financ[n¢ or sales concessions. No adjustments are
necessary for those costs which are normally paid by se~lers as a result of tradition or law in a market area: these costs are
readily ioentifiabie since the selfe- pays these costs in virtually al! sales transactions Special or creative financing
adiustments can be mode tc the compa,abie property by compsrisans to financin9 terms offered by a third party institutional
iender that is not already involved in the property or transaction. Any adjustment s,lould not be calculated on a mechanical
dollar for do iar cost of the finahcing or concession but the do!far amount of any adjustment should approximate the market's
reaction to the financing or concessions based on the appraiser's judgement
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisai report is subject tn the
following condit:ons:
· Tne appraiser v, ili not be respons~bie for matters of a legs! nature that affect either the property being appraised or the title to it The
aporaiser assumes that the title is good and marketable and. therefore will not render any opinions about the title The property is
abprs~sed on the :.asis of it being under responsible ownership.
2 The appraiser has brovided a sketch in the appraisal report tc show approximate dimensions of the ~mprbvements and the sketch is
nciuced only to assist the reader of the report, in visualizing the property and understanding the appraiser's determination of its size
3 The appraiser '~as examined the available flood maps that are provided by the Federai Emergenc~ Management Agency or other
data sources; and has noteo in the appra~sa; rebort whether the subject site is lobated in ar` ~denti,fi~d Speciai FLood Hazard Ares
Because the appraiser is not a surveyor ~e or she makes no guarantees express or implied, regarding this determination
4 The appraiser will not give testimony or appear m court, because he or she made an appraisal of the property in question, unless
s~ecific arrangements to dc so have been made beforehand.
5 The aosraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their
contrJOutory va!ua These separate valuations of'the land and improvements must not be used in conjunotior' with any other appraisaI
and are invalid if tr~ey are so used
~ The appraiser has no,ed in the appraisa! report any adverse conditions {such as needed repalrs, depreciation, the presence of
hazardous wastes, tox;c substances etc) observed during the inspection of the subject property or that he or she became aware of
during the normal research involved in performing the appraisal Unless otherwise stated in the appraisal report the appraiser has no
knowle0ge of any h~dden or unabsarent
~ondm~ns of the proPe.,!y or adverse environmental conditions (including the presence of
hazardous wastes toxic substances, etd) that would make the property more or less valuable and has assumed that there are no such
conditions and ma,~es nc guarantees or warranties express or implied regarding the condition of the proPert~ The appraiser wil! not be
responsibie for any such conditions that do exist or for any engineering or testing that might be required to discover whether such
oondit,ons exist Because the appraiser is not an expert in the field of environmental hazards the appraisal report must not be
oonsloereo as an environmental assessment of the property
7 The appraiser obtained the information esbmates and op;nions that were expressed in the eooraisal report, from sources that he or
she cans,tiers ts be reiJable and believes them tc~ be true and correct The appraiser does not assume responsibility for the accuracy of
such items that were furnished by other parties
8 The apbra sar wii; not disclase the contents of the appra~sa! re,on except as provided for in the Uniform Standards of Professional
Apora sal Proof;ce
9 The aspra.se~ has based his or her appraisa! resort and valuatio¢ conclusion far an aporaisal that is sub!ecl tc satisfactory
como;eton reos~rs or alterations or, the ass,.mption that completion of the improvements will ~e bo"farmed ir: a worKmanliKe manner.
~0 The acorn,se- must
:ne scorn!sa! repel'. ;',nc!ud~ng oc,~cLusionsa¢o.~.* + '*¢;, ,~ property, va:ua the aopra~ser's identit~ and prdfessiona desianatlons._ and
'eferences :c an~ 2rcfessioqa! appraisal ~rgan.zatio~s o¢ the frrm with v,,~ich Ir~e appraiser ~s associate=, tc anyone other than the
oo*ro¢¢er the mo"t~agee or 'ts successors an: assfgns: the mo-tgaoe insurer oo,'su!tants: professions ac~ralsa{ organizations: any
d~.~r..v~ { ~,~nc:~ nst;...~;o? or ¢n,¢ department a~ency or instrumentality of the Ureter States or any state or the
D;st* 3: cf CoLu,'r,,P:~ except rna'. the ier'oaz/.c[ie,.'l; may d;stribdte the proDe~y desoraptlor settlor cf the report only to Gaza cohectlct` or
report ~g servm_.e s; wit:~ou', hag'[nd ts obta;r the aooraisers onor writ~et' oortsent The as, cruiser's wr;tter- consent and soprcva! must
APPRAISER'S CERTIFICATION: The appraiser certifies and agrees fhat;
I ', nave researched the subject market a~ea ant have selected a minimum o~ three recent sa!es of properties most similar and
proximate to the s Jo)eot properly for oonsioeration irt the sales comcarison analysis and have made a dollar adjustment when
asoro~r',ate tc reflect the market reaction to those items of s;gnificant variation if a signif cant item ~n a comparable property is supenor
tc or more favorabie than. the subiect p*ope~y I have mace a negatave adiustment tc reduce the adjusted sales price of the comparable
and ;f a significant item in a comparable property is ir,ferior to, or less favo.able than t'~e suPiec: property, t have made a positive
adiustmen': tc increase the adjusteS saies price of the comparable.
2 ~ have taken into ocnsideratior' the facto's tr,at have an impact on vaiue in my cevel.~pment of the estimate of market vatue ir~ the
aspraisa! res, od I have ,not knowingly withheld any significant information from the appraise! repot:, and I believe to the best df my
Knowiedpe, that si; statements and information in the eppraisal report are tr.~e and correct
3 i statec inr the appraisal repod only my Own personal unbiased and Crofessional analysis opinions, and conclusions, which are
subiect onty tc the contingent and limiting cono~tions specified in this form
4 i have nc present or prospective interest in the property that is the subject to this reponL and I have no prese'~ or prospective
pe-scnal interest or bas with respect to the pa?tfc~pants in the transaction i did not base, either partially or completely, m)r ana!ysis
and'or the estimate o¢ market value ir, the appraisal repo,'t on the race color, religion, sex, handicap fsmitia[ status, or national origin of
either the prospect;ye owners or occuaants of the subject property or of the present owners or occupants of the properties in the vicinity
of the suoject property,
5 i have nc present or contemplateo future interest in the subject property, and neither my current or future empioyment nor my
oompe,%ation for pe~orming this appraisal is co'.t~ngent on the appraised value of the property
6 ! was no'. requireo to report, a predetermined va!ue or direction in value that favors the cause Of the the,st or any related party, the
amount of the value estlmate, the a~ainment of a specific result ar the occurrence Of a subsequem evem iff order to receive my
compensatioff and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation a
soecfic valuation or the need to approve a specific mort, gage loan
7 I pedormed this appraisal in conformity with the Uniform Standards of Professional Appraise! Practice that were adoptec eno
p.c, mu',gated b', t~,e Appraisal Standards Board of The Appraisal Foundation 8nd that were in piece as of the effective date of this
aporaisa! witr. the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a
.easonabie tim6 for exposu*e In the o~en market is a condition in the definition of ma"kef value and the estimate I developeo ~s
consistent with the marketing time noted in the neighborhood section Of this report, unless I have otherwise stated in the reconciliation
sectJo'~
8 I have persona[iy inspected the interior and exterior areas of the subject property arid tr~e exterior of all properties listed as
comparables in the appraisal reporl via MLS pi~ures. '1 further cedffy that I have notec any apparent or known adverse conditions in the
subject improvements, on the subject site or on any site within the immediate vicinity of the suoject property of which I am aware and
have made adi,~stments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to
suppo,,] t,~em i nave aisc commented about the effect of the aoverse Conditions on the marketability of the subject prope-ty
g. t personal!y ore;areal all conclusions and opinions about the real estate that were set fa,th in the appraisal report If I reiied on
s~gnifioant professional assistance from any individual or individuals in the pe'formance o' the appraisa¢ or t~e preparation of the
appraiser repo't t have named Such individual(s) and d~scloseo the specific tasks performed by them in the reconciiiation sectton of this
appraisa~ report I certify that any individual so named is qualifieo to perform the tasks. I have not authorized anyone to make a change
to any ~tem ir, the report: therefore, if an unauthorized change is made to the appraisal report I wil! fake no responsiblhty for it.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser srgned the eppre:sal report,, he or she ce~ifies and
a~rees that ! d~rectiy supervise the appraiser who orepared the aoDraisal report, have reviewed the appralsa! repot! agree with the
statements and oonokxsrons of the appra;ser agree to b~e bound by the appraiser's ce,~ifieatJons numbered 4 through 7 aoove, an: am
;akin9 fuli respcnsioiiity for the appraise', an= the appraise', report
ADDRESS OF PROPER'FY APPRAISED:
APPRAISER: SUPERVISORY APPRAISER (only if required):
~:ate Ca?cato' ¢ R%-02~¢~:% ............................ Stat~ C~fi;~:o~ ........................
Location Map
! Prc~e~ ~,ddr~ss 113 Easterly Drive ...... ']
!1~_~A~.ni~sb~g S0¢~' Cumberland State PA Zi2 Code ! 7050
~¢qd~r Esta~eofJeanM Nodh
Building Sketch (Page - 1)
P~_-:~,~_4~_O'~SS_ i~_~_as~er~ Drive
Mechamcs~ur~
Estate of Jea~ M
25.0'
First Floor
Porch
10.0'
AREA CALCULATIONS SUMMARY LIVING AREA BREAKDOWN
Code Description Size Net Totals Breakdown Subto~ls
GL~i Fizst Floor 950.05 950.00 ~rs= Floor
P/P Porch 40.00 40,00 25.0 x 38,0 950.00
TOTAL
o Subject Photo Page
~r03~'. A~'~S ! 13 Easter~ Drive
Subject Front
1 ! 3 Easterly Drive
Sa~es Price NA
Gr~ss Livin~ Area 950
Tsta 9eCrdsms 2
To,aT Bat3rosms 1
LOC~,O~ Average
View Typica'. street
Viny~/Bdck Avg
10 Years
Subject Side
Subject Street
Comparable Photo Page
i 5s~o',,¢~r.C! ent NA
~rooe ~ ~oress , t3 ~as~env Drwe
Comparable 1
126 Easter!y ~rive
Pr0x lo Subjest within one olock
Sale Pri;e 78 000
Gross Liwn_c Area 864
Total Bedrooms 2
7ota Bathrooms i
Lo;orion Average
V~ew Typ~ca; street
S~te Average
0ual~ty BrickWJnyl/Avg
Ag~ 13 Years
!43 Easterly Drive
Frox. to SaBieot withm one biock
Sa~e Pri:e 83.950
Sross Jving Ama 928
Tota', Rooms 5
Tota; Bedrooms 2
To;a! ~at~'ooms 1
Locatmq Average
V~ev, Typical street
Sate Average
Quaht) Brick,~myFAvg
Age 14 Yea-s
Comparable 3
128 Easterty Drive
~rox tc Subject within one block
$8¢8 Prme 83030
'2roSS '.Jr n~ Area I 340
-cra Bedr,scms 2
Tys~ca street
Average
Br;ck~ nyi,:AvG
i 3 Years
iO, 7 72641884 P,
~U~I)E tho lVt:h day of MAY , One T]i~'~'an'd Nine
BE'.t'W[~:];;~:~ ~AX ]'). MAR~AIN and GRAYDON F. LOMBARD,
Co-partners, .parties of 'the first part,
'hc:reinaftor called "Gt~tttozs ,
and
JEAN ~. NORTfl, a single woman, of Shi[~pensbi~[-g,
Penn~;yl,v,]n i a
party of tho second part
herainafter called "G ~"
........ · ,,~,:,~.~.~: that in conzi(]t~at:%on of the sum of S]::VJ{N'I'Y
'J.'IIOI)~jAND ANI) 00/100 ................. ~o].lars (~77,50D.(10),
]u:~nd paid, the receip~ wl~a~cof is hereby acknowledged, tha said
Grar~l:ors do het-oby grant and cOr~VOy unto the said Grantee,
ALL that certain condominium dwelling unit situated
~ES'FL.':fET,DS CONDO~IINI[3M in fha 'l'ow[~ship of Silver Spring, County of
I~umborland and CommonwealLh of Pennsylvania,
BEING designated and known ns Ut~:[t No. 7 in the Declaration
of Condom'knium and Declaration Plans of said Condominium as recorded
in the office of thc Recorder of Deeds in and for Cumberland County,
Penn~ylvan:[a, in Misc~:lluneous Record Book Volume 371, l~age ]..2, (as
;.tmended by a First Amendment thereto dated April 6, 1990, and.
recorded on the same date in said Recorder's Office in Miscollaneous
Record Itook' Volume 378, Page 940 ~]d as further amended by ~t Socond
Ame~]dmen.l:. dated l:~ovember 9, 1990, and recorded on April 25, 1991, in
~)~J.d RecoIder's' O2fice in ~,~isce].'].a,-~cous Record Book Volume 396, Page
923 ~tnd aa further amer~ded ])y a Third Amendment dated February 26,
].992 and rcco.rded on Fobr%~ry 28, 1992 in said Recorder's Office in
F~-~c:t'~].].~'t¥'~eous Iteeor0 Book Volume 412, Page ].027 and as
~]m.snded b~' a ~'O%tl't)] A~t~endment dated November 12, 1992, and recorded
on November 13, 3.992 in said kecorder s Off~ce ~n Miscellaneou0 Record
~3ook Volume 431, Page 1.88) ns required arid in accordance with the
provjsiol%s of the Pennsylvania Uniform Condom~nlum Act (Act of Ju].y
2, 19f~0, P.L. 206, No. 82; 68 Pa. C.S.A. ~3].0]. et seq., as smer~ded);
'iOGE[HI.:R wi. th an undivided 2.174% interest in Common Elements
~.~['; more par{:.[cula~-ly def:~%led, ].imited, subjcc~, to adjustment and set
forth J.n t'he aforosaid Deelarat'lon of Condominium and
P]af]s, and t:ogot]%er wi~h %t]o right to usa any Limited Common%
[':].cm~nts F~pp~icab].e to the Unit being conveyed herein pursuant
sizJ. d I)e.].,a].,ttJ. on of Condominium aud Declaration Plans,
~3]~:[NG ]~n.r~ of theft ce~:tain Jar{for premises w]-,~ch Oscar
· ~h~tf,.~r z~nd Paul~rt W. Sharer, husband and wife, by their deed dated
-- . l..)h~], and recordad in tlic Recorder's Office aforesaid
in L)eod ]~ook "R", Volume 33, Pnge 757, granted and conveyed unt:o Max
D, ~'b:~rbain ;%~]d Graydou 1?. Lombard, Co-partners, Grantors herein.
UNDF;IC AND SUJ]JECT, ~ ''" "--
NLVERZHkl,I;,~S, to all agreements,
con~']itj, on:;, ,-:;~so~'~]ot'ttr; and restrictions of pr~.or record and to tho
[.~.;'~l~:;~, ~'trl~ I.:og(~t'h(:r t.~J. th t:.'hr) right to uso any I, imJ. hed Common
- b...lnU conveyed heroin pur::uant to
llEING l~ar't of t'hat COt'Lbi~l ],~lrCfC:r Dr(:jl~i$os wliich Oscar F.
Sh~fer arid .Paul. J. im W. Sharer, husband and [rife, by their deed dated
Novei,~bar 2~.1, 1988, and re:corded in tho Recorder's Office aforesaid
ill J'.)~](:(l Book nil", Vel. urea 33, [."age 757, granted and conveyed unto Max
1). r-li~z'baln ctnc~ Grr~yrlc'>l~ 7:'. Lr~mb;lrd, Co.-partners, Grantors herein.
UNDI::I~ A~D SUBJECT, NEVERiHELEoc,, to all agreements,
condit, ion:~, car;emcnts and t-estrictJo~s of prior record and to the
J.~rovJ. sion~, eaf3c~:-t:.cat:~, couel%nnts and ]restrictions as conLainad
t'he 1)ac.l. arat'i, or~ of Condominium anti 1)eclar~tion Plans.
Tho Gr,~nf'.{.~a, for and'on boha].f of tho Grantee and the
(.~).ant,~a'~ hairs, pore;oriel rai~resentatives, sucaessors and assigns,
by the ;%cc2opL;ar~c2e of this Deed, coveuants and ~Lgl:ces to pr~y such
c'.)[arucc for Il]to mainten~nca of, repairs to, replacement of nnd
exi)ellses in co~rtection %-~i'th t:hc Common Elc)'nellts as may be assessed
frown time [:o time by tho ExecutSve Board in accordance w%th the
Uniform Condominiun~ Act o~ l.'enru.;y].vania; and further covenants and
r~gz'eos tt~a-t thc Uni~ conveyed by this Deed shall be subject to a
c]'~argo for all amout~ts ~o ~t]so~.:ot%r] ~m'l that, except insofar as
................... ,,..
~ r"., .,, ' L"-", ........ ,::'~ ............ :",' ',',~';t.. :',: ...........................
Cumb. C0. D~sL CoL
..... I..~ of said Un} form Condominium /ICL, may relieve a
~]:~;eq~cl'~t Limit o~m'~r of ].Jab[lity for [.~rior unpaid assessment.:;,
(-.)VCl'le~flt s]~a~.l, run with arid b'i~d the land o~: Unit hereby
'[l't~ mrautcc, for (~nd on beh~l.E of tl.e Grantee and the
(~rr~nt:~:~o's ]~eir~.; an,t :~signs, by accept~,nce of this Deed, acknowle.:tges
'l:l~;.t: t. hJ.::; c':ot,v,r:yanc:n ts subject in ever~, respect to the Declaration,
the l.]ocl[%r~]tion .Plans arid any amendments thereto; and thc Grantee
furt'll(%r ackriowledges t'h~]t e;%ch and every prov].sio~l of the fol~egoing
is csl]entJ, al to 'thc best interest a~d for the bone;git of all Ur~it
owner~: t}~ercin. Grantee a'nd ~] ]. owners of Units in said Condo¥~iinium
covenant and agree, as a coven~]nt running with the land, to abide by
each ~n,fl cvcr'y provision of said documents.
The {]r~nte~, [or and on beha].f of the Gr~ntce, acknowledges
tt'~nt hl~e ()~'~ante(~ has received, no inter than fif-teer] (15) days prior
I:o t],i~{ (]o~v{~ya~ce, a full and comp.],ete Pub].ie Offering St. ateme~-~t.
for ~fe.(.;tfields Con~]omi.nium and, t]3erefore, waives any and all rig]'~ts
llll{]er S,.~ct;]on 3406(c) of the Uniform CondomJ. n~um Act, as amended.
SAiD premises havir~g n post office addr{~ss of 113 Easterly
Drive, Mecl"~anJ. c(;bl'lrg, PA 17055.
AND thc ,:a].d Grantor(: hereby covenant and agree that they will
wz~rrant :~;pecJally the premises hereby cor)veyed.
IN WITNESS WIIEREOF, the r:aid Grantors have hereunto r~ct their
hah,Is and ~:c~l].s the day and ye~r' first g, bove writtcn.
..; ~ .................. ~ ..... ~..~ ......................
COMMON'WF. ALTlt OI" I:ENNSYI,VANIA )
: SS.
Not';a:~'y I'ublic in and for the Coltl~l~o~3we'al~h ~lld County aforesaid,
personnl].y al,posted ~AX D. MARBAIN and GRAY.I)ON F, LOMI~ARD,
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' ¢ ' Enter Syrnboh VZ i Enter Date: /31/2003
VC.'fJzoII Comrnunlc;:~tions
r'dd,,~¥. ,14umer! .3 I. 2003
o,~,.,. 37.17
H,uh: 38.60
U:,w 36.84
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' '; Enle~ Symboh VZ. ~ Enter Date: I2003
Verizon Cornmtmication:;
M~dfly, I"obrup~H 03, 2003
CiO.~ II'~g [:~ rJC~,~' 38.73
Open: 38.33
Hi,r,: 38.90
Low: 38.18
Velum,:,' 6,910,000
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10,40.33.118
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c)r~,:,.~ 19.6 5
t L,')~. 19,65
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Friday, January 3 ], 2[}O:J
c)..~(,,,.~ ~',,co 19.400
f)pOn' 18.35
)~i¢~ 19.48
I ow 18.31
v(,~um,. 6,423,100
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Hisloric~l and current end of,day data provided by FT Interactive Data.
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"'.'(..',':' Enter Symboh [AWE t E,ler Date: J1/31/2003
A'r&l' Wireless S;arvices Inc.
I-ridr~y, J3nu,~(y :il, 2003
5.88
~,m 5.76
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SEHK inlraday data is provided by Comstock an~ I~ at leaz160,minutes delayed,
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On 10.40 33.111
.... ..._ ~.~u:R JOEL i:F~× N0, 7172641884 P, ~_1
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AT&I' Wirolos~ Sc,vices hie.
Mofld.:Jy, /-'ubrL,or¥ 03, 2003
O~;cn' 6.18
Ih~h: 6.~5
t o~ 6.08
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8EHK Intraday dnla is provided by Comslock and is ~t Feast 60-mi~utos delayed.
All quo(eS ar0 In local exchange lime,
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I~¢aday d~[a delayed 15 minutes for N~sdaq. and 20 minule~ lot other exchanges.
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Cc~htca.',,;t Corp New
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Comcast Corp New
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Historical and current end-of~ey gala p~ovided by ~ tp. ter¢cliv~ D~I~.
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'~i:.t,-',.,d-uJ,,~.~; u, .,J I : ~ULL,[~.I(..rC.i"~ JOEL rt.~× NO, 7172641884 P, 02
TRANSAMERICA
.*LIFE AND AN'NUt'Fy
Trantameri~a LiFc Insurance and
Annuity (lump,ny
Home OfFice:
Charlotte, North
Admi,sistradvc 0 f£~c~:
4333 Edgewo,,d Road Ng
PO ~o~
Ced~ R~pids, Iowa
Narch 31, 200~
Law Offic:e:~ of Zul!inger and Davis
A[:[.~: Joel R Zu!linger
14 North Na_i.n SLreet Suite 200
Chamborsburg, PA ].7201
P~: Ann.',ity ~u~r (m) 26149410 ....
'Dear Mr. Joe]_ R. Zullinger:
Thank you for the recent inquiry on the above listed I~ annuity for
Jean M. North (Doc).
Our records indicate that the above listed annuity was opened Juno 27
2001 .for an amount: of $26, 335 . 71. '
As of February 1,. 2003, the full-accumu].~ted value was $26,340.95.
We show that the clien~ was taking ~he interest ot~t of the policy on a
monthly basis.
Ou~: records indicate the fo!lowJ, ng information for this annuity:
An~uitant: Jean M. North
Owner: Jea~ M. North
Primary Beneficiary: Nancy Ann Plasterer
Vs].inda L. Brindle
Contingen% Beneficiary: None Listed
Tz'~r.~samez'ica Life Irlsui'ance and ~nuity Company is a m~er of the
In~ur'ance Marketplace Standards Associatioi1 (IMSA), an organization
committed to high ethical marketplace standards in the sale and
su.rvice of Jndividual life insurance and annuities.
~.3-03 i'lU¢..i Ol ~;~ 711 ZULLiNGER JOEL FiqX NO, 7172641884 P, 03
you have any questions or concerns, you may call our customer
sarvice line. O~r toll free customer service line, 1-877-717-8861, is
avsilable Central Time from 7:00 AM to 5:30 PM Monday-Thursday and
[.'.riday 7:00 A~ to ~:30 PM.
inc:e re ly,
Customer Care Group/.].~%h
'],~,r'a:a~{america L.~ fe Insurance and Anr~uity Company
INVENTORY
Estate of N__or_th, Jean M. No. 21 03 0154
also known as__ Date of Death 2/1/2003
, Deceased Social Security No. 031124749
Persr)hal Representative(s) of the above Es/ate, deceased, verify that the items appearing in U'~e following inventory include all of the
p~rsonal as~b wherever situate and a~l of the real estate In th~ Commonwealth of Pennsylvania 0¢ said Decedent, that the valuation
placed opposite each item of said invento~ represents its fair value as of the date of Ihe Decedent's dca[h, and that Decedenl owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end-of this inven/o~. I~e
verify tibet the Slalements made in this ir~ve~lo~ are true and corre~. I~e understand that false statements herein made are subject to tho
pena~ie5 of 18 P~, C.S. Section 4904 relating to unsworil falsification to authorities.
Pemon31 Representative:
Namt3 6f
Attorney: Joel R. Zullinfler Nancy A. Plasterer
~.o. No,: 17516 Valinda L. Brindle
Address: 14 NoAh Main Street, Suite 200 Dated 12/8/2003
Chambersburg PA 17201
Te~phone: [~7)264-6029
Description ValtJe
Stocks & Bonds
66 shares common stock Verizon Communications 2,516.58
(~38.13 per share .
5.7060 shares common stock AT&T Corp. 108.87
@19.08 per share
8 shares co~nmon tock AT&T Wireless Services, 1/_.i 48.80
Inc. ¢¢!6.10 per share
"l"echnoloeies, Inc. @1,89 ,per share
2.0.2631 shares common stock Lucent 38,30
5 shares common stock Agere Sys, Inc. 8.65
C~1,73 per share
Total
83,935.08
(Alh~ch Additional Sheets if necessary)
NO'f E: The Memorandum of real estate outside tho Commonwealth of Penns~lvania may, at the election of the personal rep~eser~tatlve,
hlcltldC th~3 value et e,~Oli il. Orr~. but such figures should not be extended into the total of tl~e Inventory.
RW-4
L)L¥--L~,b-'J3 HCi.i i3] :z6 rll ZULL!NGER JOELF~l× NO, 717264]884 P, 03
Continu~,tion of
Norris, Jean M, ~1 03 01,54
Paqe 1
Description of Invento~t
D~cript~on Valuo
52,~2 Sl~ares common stock Comcast Corp 211.28
New ~25 41 par share
1 sh~re common stock Avaya, Inc. 2.60
~2.60 per share
Closely-Held Corporation, Partnership or Sore-Proprietorship
'Mortgages & Notes Receivable
Cash, [5ank Deposits, & Misc. Personal Property
Real Estate
Tract of real estate, together witt) improvements 81,000.00
Ihereon, situate in Silver Spring
Township, Cumberlar~d County, PA,
bf~inej known as Unit No. 7 Westfields Condominium,
appraised at $81,000.00, copy of appraisal attached
Subtotal $ 81,213.88
Grar, d Total $ 83,935.08
COMMONNEALTH OF PENNSYLVANZA
BUREAU OF ZND/V/DUAL TAXES DEPARTMENT OF REVENUE
/NHERZTANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601 NOTICE OF TNHERZTANCE TAX
APPRAISEMENT, ALLOWANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 02-02-200q
ESTATE OF NORTH JEAN M
DATE OF DEATH 02-01-2005
FZLE NUMBER 21 05-015q
~. COUNTY CUMBERLAND
JOEL R ZULLINGER ACM 101
ZULLINGER DAVIS
lq N MAIN ST STE ZOO Amount Reeitted
CHAHBERSBURG PA 17201
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THZS LINE ~ RETAZN LONER PORTION FOR YOUR RECORDS
DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NORTH JEAN M FILE NO. 21 05-015~ ACM 101 DATE 02-02-200q
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 811000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) Zi935.08 cred/t to your account,
$. Closely Held Stock/Partnersh/p Interest (Schedule C) ($) .00 sub.it the upper port/on
~. Hortgages/Notas Rece/vable (Schedule D) (~) .00 of th/s for. w/th your
E. Cash/Bank Deposits/N/sc. Personal Property (Schedule E) (S) .00 tax payment.
6. Jo/ntly O~ned Property (Schedule F) (6) 3~;699.32
7. Transfers (Schedule G) (7) 2613~0.95
8. Total Assets (8) lq~,975.35
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,60~.7q
9. Fun.re/ Expanses/Ad.. Costs/M/sc. Expenses (Schedule H) (9)
10. Debts/Mortgage L/ab/1/t/es/L/ens (Schedule 1) (10)
11. Total Deduct/ons (11)
12. Nat Value of Tax Return (12) 107,556.68
13. Char/table/Govern.ante1 Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
1~. Net Value of Estate Subject to Tax (lq) 107,556.68
NOTE: Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~111
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amount of L/nm lq at Spousal rata (15) .00 X O0 = .00
16. Amount of L/nm lq taxable at Lineal/Class A rate (16) 107,556.68 x 0~5 = q,8~0.05
17. Amount of L/nm lq mt S/bl/ng rate (17) .00 X 12 = .00
18. Amount of L/nm lq taxable mt Collateral/Class B rate (18) .00 X 15 = .00
19. Pr/nc/pal Tax Due (19)= q,8~0.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-29-2003 CD002365 2~2.00 ~,702.50
TOTAL TAX CRED'rT I q,9qq.50
BALANCE OF TAX DUEl 10q.qSCR
]:NTEREST AND PEN. .00
TOTAL DUE 10q. qSCR
TF pA'rD AFTER DATE TNDTCATED, SEE REVERSE ( 'rF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS REglUIRED.
FOR CALCULATTON OF ADDTT'rONAL INTEREST. I'F TOTAL DUE 1'S REFLECTED AS A "CREDI'T" (CR), YOU MAY BE DUE .,
A REFUND. SEE REVERSE SZDE OF THIS FORM FOR TNSTRUCT/ONS.) -~..~)(/
COMMONNEALTH OF PENNSYLVANZA
BUREAU OF ZNDZVZDUAL TAXES DEPARTMENT OF REVENUE
ZNHERXTANCE TAX
DEPT. Z80601 ZNHERZTANCE TAX
HARRZSBURG, PA 17128-0601
STATEHENT OF ACCOUNT
REV-I&O7 EX AFP CB1-05)
Reco;~-~:~;~; ~: of DATE 02-25-2004
~:.- ~iil ESTATE OF NORTH JEAN M
DATE OF DEATH 02-01-2005
FZLE NUMBER 21 05-0154
'04 MAR 12 p!: OUNTY CUMBERLAND
JOEL R ZULLINGER ACN 10!
ZULLINGER DAVIS
14 N MAIN ST STE ZOO t~i;~:~, Amoun~ Remi~ed
CHAMBERSBURG PA
HAKE CHECK PAYABLE AND REMZT PAYNENT TO:
REGISTER OF NILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper cred~ ~o you~ eccoun~, submi~ ~he upper portion of ~h~s form ~i~h your ~ex peymen~.
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS
ESTATE OF NORTH JEAN M FZLE NO. 21 05-0154 ACN 101 DATE 02-25-2004
THTS STATEHENT ZS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAHED ESTATE. SHONN BELON
1S A SUHHARY OF THE PRZNCZPAL TAX DUE, APPLZCATZON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPLZCABLE,
A PROJECTED TNTEREST FZOURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 0Z-02-2004
PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... 4,840.05
PAYMENTS (TAX CREDITS)=
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
0~-29-Z005 CD00Z$65 242.00 4,702.50
02-05-Z004 REFUND .00 104.45-
TOTAL TAX CREDZT 4,840.05
BALANCE OF TAX DUE .00
TNTEREST AND PEN. . O0
ZF pATD AFTER THTS DATE, SEE REVERSE TOTAL DUE . O0
SZDE FOR CALCULATTON OF ADDZTZONAL ZNTEREST.
ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REi~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" {CR},
YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS.
PAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name end address
printed on the reverse side.
-- If RES[DENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLgANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at
the Office of the Register of Wills, any of the Z3 Revenue District Offices or from the Department's Z4-hour
answering service for fores ordering: 1-800-36Z-ZOS0; services for taxpayers with special hearing end / or
speaking needs: 1-800-q47-50ZO (TT only).
REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phone
(717) 787-6505.
DISCOUNT: If any tax due is paid within three (3) calendar months after the dacedant's death, a five percent (SZ) discount
of the tax paid is allowed.
PENALTY: The 15Z tax amnesty non-participation penalty is computed on the tote1 cf the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (61) percent per annum calculated at a daily rate of .O00lSq. All taxes which became delinquent on and after
January 1, 198Z wi1! bear interest at a rate which wi1! vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Deity Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .000548 1987 9Z . O00Zq7 1999 7Z .000192
1983 16Z .000458 1988-1991 112 .000301 ZOO0 82 .000219
1984 11Z .000501 1992 9Z .000247 2001 9Z . O00Z47
1985 157. .000356 1993-1994 77. .00019:* 200Z 6Z .000164
1986 IOZ .000Z74 1995-1998 9Z .000Z47 2003 52 .000157
--Interest is calculated as follows:
TNTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAXLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond tho date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
RESERVATION: Estates of decadents dying on ar before December 1Z, 1982 -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, tho Commonwealth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rata on any such futura interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act Z$ of 2000. (72 P.S.
Section 9140).
PAYNERT: Detach the top portion of this Retire and submit with your payment to the Register of gills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NZLLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may bo requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office
of the Register of Hills, any of tho Z$ Revenue District Offices, or by calling the special Iq-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-4~7-30Z0 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 17128-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADNZN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should ba addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decadent" (REV-IS01) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the docadant's death, a five percent (SI) discount of
the tax paid is allowed.
PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the data of payment. Taxes which became delinquent before January 1, 19BI bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary fram calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO3 ara:
Interest Daily Interest Daily Interest Oally
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .0005~8 1987 9Z .000247 1999 7Z .000192
1983 IBZ .000438 1988-1991 11Z .000301 ZOO0 8Z .000219
1984 11Z .D00301 199Z 9Z .000247 ZOOl 9Z .O00Z~7
1985 132 .000356 1993-1994 72 .O0019Z 2002 62 .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DEL/NQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (la) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND , PENNSYLVANIA
Name of Decedent: Jean M. North
Date of Death: 2/1/2003
File No. 21-03-0154
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
YES X NO __
2. If the answer is "No", state when the personal representative reasonably believes that the
administration will be complete:
3 If the answer to No. I is "Yes", state the following:
a. Did the personal representative file a final account with the Court? YES _~ _ ~ X~.,
b. The separate Orphan's Court No. (if any) for the personal representative's account is: -,~
c. Did the personal representative state an account informally to the parties in interest?
YES X NO
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may
be filed with the Clerk of the Orphans' Court and may be attached to this report.
JoerR. Zullinger
Name (Please type or print)
14 North Main Street, Suite 200
Address
Charnbersburg PA 17201
(~_1Z)264-60
Tel. No.
Capacity: __ Personal Representative
X Counsel for personal representative