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HomeMy WebLinkAbout11-08-10 1505610143 PA Dspahnent d Ravan~ pennaylvemta eureaa d Indvidual Tazea '°'~""f°"'°' Po sox.~eo~ INHE N~bW, PA 1712&0807 ~ NT BS~ORMATION BELOW soda) s.axy Numt~sr DaEe d Dearu~ 189 09 4653 02 22 2010 Decedent's Last Name AD71M3 (HAppikeble) Enbr SurvivlnB 'a 1 Below Spouse's Last Name Spauee's Sodal security NumUsr pate a Bath 11 11 1920 SWPoc Dsoedenl'a Fist Name MI R08ERT A OFFIQAL USE ONLY Cady rir PM tFriMr 121 10 0179 Suflhc Spovse'a FIB Name MI THIS RETURN MUST BE FlLED IN DUPLICATE WITH THE REGISTER OF WILLS Fp1 IN APPItOPRIATt3 01%ALS BELOW © ~. agrrl Raum ^ z SuppMnrrwl Ratum ^ a Renrhdr RaMea (dMe a deaB odorto ta,a-e~ ^ .. t~naed yew. ^ ~ ~ ~ ~ ^ e;. Fsdsal E.aae Tax wam Reae~ed MwdeM DMd1~Mr• ® e ^ 7 +~wT~ 1 & TaW NumbardSelal~wR BOxes ' t+~cardwA , ^ 0. UIYe1ee Room ReaNwd ^ 1a ~f °1"' ^ 1~. ~ ~ se. atlsw coRnesroNOertr • ells secnoN MI>.T ee coBVLt7w. Au tat ANO oot FO®rr-t At. rAx INFOaIrAttottt stlote.o eE natec7ec ro: Name ~ T N J]11>E~S D EZA~9ER JR >$SQ 717 243 6222 :~ Flat lire of address 10 i~EST 8IQ3 $TR>~BCT 8acond Nra d address CMy M Pwt Ollies CARLISLS etas. aP cad. PA RE019TER OF ~ WE ONI~ ~~ ~~~ 1 ~ ~~Q GATE Fitt h) .v- _,.a ~~~~ f'S^ r,~l ~'~J C::~ -77 r`~ i'i`1 .c, •~.J c'~ : ~, _ ~ -Y-, --~ , ~_ r._ ; T7 ~.~ 1U /O Went Huh S>,+oel. Gestic 1505610143 Bide 1 1505610143 1505610243 REV-1500 EX oewdem~, Name: Adams, Robert A. RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Hekl Corporation, Partnership or Sole-Proprietorship (Schedule C)........ . 3. 4. Mortgages & Notes Receivable (Schedule D) ..............................:........................ . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vrvoa Transfers & Miscellaneous I~ oq Probate Property (Schedule G) u Separate Billing Requested............ 7, 8. Total Gross Assets (total Lines 1-7) ................................................................... .. g. Decedent's Social Security Number 189 09 4653 190,000.00 5,118.98 24,000.00 80,174.17 913,763.81 1,213,056.96 9. Funeral Expenses & Administrative Costs (Schedule H) ..............: ........................ 9. 4 6 , 0 7 0 . 7 6 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 3 , 845.2 9 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 4 9 , 916.05 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 1 , 163 ,140.91 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .....................:......................... 14. 1 , 163 , 14 0.91 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax ra!e, or transfers under Sec. 9116 (a)(1.2) X .00 15. 0 . 0 0 16. Amount of Line 14 taxable 1 163 14 at lineal rate x .045 r 0.91 18. 52 , 341.34 17. Amount of Line 14 taxable at sibling rate X .12 ' 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. Tax Due .................................................................................................................. 19. 52 , 341.34 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^X Side 2 L 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: FIIeNumber 21-10-0179 DECEDENTS NAME Adams, Robert A. STREET ADDRESS 31 Greenfield Drive s CITY Carlisle STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) z. credits/Payments A. Prior Payments B. Discount 51,000.00 2,617.07 3. Interest q, If Line 2 is greater than Line 1 ,+ Line 3, enter the difference. This is the OVERPAYMENT. Chack box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) Total Credks (A + B) (2) (3) (4) (5) 52,341.34 53,617.07 1,275.73 Make Check Pa able to: REGISTER OF WILLS AGENT. PLEASE ANSWER TAE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a trensfer and: Yes No a. retain the•use or income of the property transferred :............................................................................... ^ ^x b. retain the right to designate who shall use the property trensferred or its income :.................................. ^ c. retain a reversionary interest; or ............................................................................................................... z d. receive the promise for life of either payments, benefits or care? ............................................................ x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ ^x 3. Did decedent mNn an "in trust foP or payable upon death bank account or security at his or her death?....... ^x ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ^x ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after JulyM, 1994 and before Jan. 1, 1995, the tax refs imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax refs 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 requirements for disclosure of assets and filing a tax return are still applicable even M the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax refs imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparont of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. . The tax refs imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9118 (a) (1)). . The tax rate imposed on the net value of trensfere to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)i. A sibling is defined under Section 9102, as an individual who has at least one parent in common wfth the decedent, whether by blooodd or adoption Rw-1602 EX+(11-06) SCHEDULE A REAL ESTATE rawol+~xTr of v6w+artvµa INERRANCE TN(RETUiN REeOEM Oert?nENT ESTATE OF (FILE NUMBER Adams, Robert A. 21-10-0179 All real P~WnY~bslwwl i,« a E~rynwrW a srpe~r,~neNNro p~sllsd m b1Yv a aelfnb~o0mi haWrlp In~awn~bM~kr wl~ed0e d tM reb~vaMtad~s. woos be property whleh b jointlyownsd Mth Aght of wnrivonhipmust M osw on seh~duls F. Atteeh a Dopy or the ~sltlsm~M sMst Rtlw propxly has been twltl InrAuG a copy of the MM ~howin0 dsoMalPs Inturrst M ownW a fwnnt in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 31 Greenfield Street -Residence-All that certain tract of land with dwellings thereon erected 190,000.00 located in South Middleton Township, Cumberland County, Pennsylvania being approximately .22 acres more or less and more particularly bounded and described indeed dated September 15, 2003 and recorded October 22, 2004 in the Cumberland County Office of the Recorder of Deeds in Deed Book 00259 at page 01455. Tax Parcel No. 40-24-0748-003. (Priced per appraisal attached) TOTAL (Also enter on Line 1, Recaaitulation) ~ 190,000.00 (If more apace is needed, edtlfional pages Of the same size) Copyright (c) 2009 form soflwaro ony The Lackner Group, Inc. Form PA-1b00 Schedule A (Rev. 11-OS) Rw-1607 E7C. (6-98) SCHEDULE B STOCKS & BONDS cowoNwEA~TNOFVENNar~vANa INNERRANCE TAX RETURN RESIDENr DECEDENT ESTATE OF FILE NUMBER Adams, Robert A. 21-10-0179 All propsrry JolntlyownMwlDl Aph! or.urvWonhip RIUrS Mtlhcloaetl on SehWUls F ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 US Saving Bonds - (See Listlng Attached) 3.200.48 2 US Saving Bonds - (See listing attached) 981.52 3 US Saving Bonds - (See listing attached) 938.98 TOTAL (Also enter on Una 2, Recapitulation) 5,118.98 (If more 6pace Is needed, additional papas or the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1600 Schedule B (Rev. 6-98) Rev-1607 EXr (6.96) SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR COFMONVIEALTH OFtfi~BYLVANW SOLE-PROPRIETORSHIP INiFRRAWCE TAX t~tunri t:a~rrr oeeeoeNT ESTATE OF 21 NUMBER Sehedub C-1 or C-2 r,InGUtlinp all wppppoorr~~'rp iMormation) must t>a atbrlietl for each closely-heb capaetiorJpartnerahip interest of the decedent, other than a sob~p~oprbtorship. See irtetructione for the wpportinp iMaimalbn to be sibmiltad for cob-propnetorohps. Copyright (e) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule C (Rev. 6-98) (If more space is needed, attditlonal pages of the same size) Rev-7608 Elk+IB-98) SCHEDULE E CASH, BANK DEPOSITS, 8t MISC. PERSONAL PROPERTY cowaNU~xrn of r~sr~v~u w+seRU+ce rnx aesroENr oe:ceooir ESTATE OF FILE NUMBER Adams, Robert A. 21-10-0179 IneWds 8ie s d I ' and 8w date 8a+ proceeds vre~a received by tl» estate. All propsAy Mly4amed the fight otsurvNaship must M dbeloaad on seMdula F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cash 100.00 2 Long Terrn Care Group, Inc. -Payment for claim 2,858.80 3 M & T Checking Account 400092 45,485.84 4 Sovereign Bank Checking Account 1671918028 203.57 5 Sovereign Bank Savings Account 1874081773 10,810.28 6 32" Color Television 40.00 7 Alabaster Table Lamps (2) 30.00 8 Bangle Vintage 14K Yellow Gold - (Safe deposit box) 200.00 9 Bangle Vintage 14K Yellow Gold Made in Italy - (Safe deposit box) 200.00 10 Bedroom Suite -Twentieth century hardwood bedroom suite. 125.00 11 Black Painted China Hutch 175.00 12 Blanket Chest 100.00 13 Brass Student Lamps with Milk Glass Shades 60.00 14 Brown LeatherChairwith Matching Ottoman 40.00 15 Cake Stand 85.00 1B Candelabra :~ 80.00 Total of Continuation Schedules See attached es TOTAL (Also enter on Line 5, Recapitulation) 80,174.17 (It more space is needed, additbnal pages of the same size) Copyright (e) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rw•1606 EXF (!A!) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ~°` °""" continued nesoeNr xceoerr ESTATE OF FILE NUMBER Adams, Robert A. 21-10-0179 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 17 Candy Dlsh (Early American Pressed Glass) 15.00 18 Caned back and sides chair 35.00 19 Card Table with Fox Hunt Lithograph 100.00 20 Carpet Runner 100.00 21 Cedar Chest 35.00 22 Chain -Twentieth century 14k gold-filled chain (Safe deposit box) 10.00 23 Chafr -Twentieth century walnut bow-back 40.00 24 Chairs (Set of 8 Black Hitchcock Chairs) 320.00 25 Cherry Bedroom Suite 400.00 28 Cherry drop-leaf dining table 200.00 27 Cherry drum table 45.00 28 Cherry Windsor Type Chair 40.00 29 Chest -Large twentieth Century tiger oak oriental chest with two doors over two drawers. 375.00 30 China Service 300.00 31 Clear Pressed Glass Platter 30.00 32 Coat Hanger 55.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rw-760! rax• (6.98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY "~°~ ~""'" continued ~sn~MO~~ ESTATE OF FILE NUMBER Adams, Robert A. 21-10-0179 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 33 Coffee Table 20.00 34 Coin 8 Chain -1978 Krugerrand 1 oz gold coin in 14k yellow gold bezel with 14k gold rope 1.500.00 chain (Safe deposit box) 35 Coins in Safe Deposit Box -See listing attached 224.20 38 Comer Cupboard 175.00 37 Comer Table 45.00 38 Costume Jewelry 100.00 39 Drop Leaf Table 65.00 40 Embroideries 65.00 41 Emerald and Diamond Ring - (Safe deposit box) 7.725.00 42 End Table 35.00 43 Flatware 20.00 44 Flatware-Nobility Plate 20.00 45 Flower Pots 40.00 46 Fruit Set 30.00 47 Glassware 150.00 48 Gold Bracelets -Vintage gold-filled ladles bangles. (Safe deposit box) 80.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1600 Schedule E (Rev. 6-98) Rev-160a EX~ (8-Ya) _ SCHEDULE E CASH, BANK DEPOSITS, 8 MISC. PERSONAL PROPERTY COI.WAOfNYE11.TN OF PENNBYLVANU IHFIERITANCE T/1)(RETURN continued RE910EN.OEC®ENT ESTATE OF FILE NUMBER Adams Robert A. 21-10-0179 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 49 Green Depression Glass 100.00 50 Groan Painted Decorator Table 200.00 51 Green Painted Mirror with Gold Gilt 25.00 52 Hall Table -with marble top and three drawers 275.00 53 Hardwood chair with caned back 20.00 54 Household Items 250.00 55 Hutch 225.00 56 Japanese Hand Painted Screen 200.00 57 Lamp-Twentieth century alabaster table lamp 30.00 58 Living Room Suite 120.00 59 Mirror 40.00 60 Painting on Canvas -Lemons 30.00 61 Painting on Canvas -Oranges 30.00 62 Pearl Earrings - (Safe deposit box) 75.00 63 Pearl Singls Strand Necklace - (Safe deposit box) 45.00 64 Picturos -Japanese carved wood and painted pictures 100.00 Copyright (c) 2002 form aoflwaro only The Lackner Group, Inc. Fonn PA-1500 Schedule E (Rev. B-98) RW1606 E7(a (e,eBl 4 cowra~neu n+ of verwanvu~U x~artu~ vuc r r+ee~r oECeoEnrr SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued ESTATE OF (FILE NUMBER Adams, Robert A. 21-10-0179 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 65 Pocket Watch 60.00 66 Punch Bowl and Cups 45.00 67 Recliner-Blue Leather 30.00 68 Royal Nortolk Dinner Plates 25.00 69 Santa Collection 400.00 70 Secretary 280.00 71 Sewing Table 10.00 72 Silverplate Serving Pieces 40.00 73 Sterling Silver Bowl 30.00 74 Table Lamp from TV Room 15.00 75 Tall Case Clock 2,000.00 76 Two Floor Lampa 10.00 77 Walnut Veneer Box Clock 250.00 78 Windsor Type Arrn Chairs 70.00 79 Vyingback Chair 150.00 80 VYingback Chair (second) 125.00 Copyright (e) 2002 form softwaro only The Lackner Group, Inc. Forrn PA-1500 Schedule E (Rev. 6-98) Rw-160! FJka (BAB) colw~ormEwrn of v~ar~v~nu IMIERRANCE TN(RE7UftN RE861ENf [7ECWHIT SCHEDULE E CASH, BANK DEPOSITS, 8 MISC. PERSONAL PROPERTY continued ESTATE OF FILE NUMBER Adams, Robert A. 21-10-0179 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 81 Capital Blue Cross -Refund of premium for health insurance 231.75 82 CenturyLink -Telephone service refund 14.68 83 HlghMark -Refund of prescription drug plan 67.36 84 Reimbursement for Taxes - 2010 County/TownshipTexes 5138.10; 2010-11 School Taxea 1,811.03 51,472.93 85 Cumberland County Ret -Distribution of 2010 Tax Year 78.88 TOTAL (Also enter on Line 5, Recapitulation) 80,174.17 Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule E (Rev. 8-98) Rev-1670 EX+ (6-Ya) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY corraoHV~~Lntorpera°vLVgnN tH1ERfTAnCE TA7(RE7URN RFAIOEAtf OEGaDEM ESTATE OF A. LE NUMBER 21-10-0179 This sdreduN muel be compbtetl and filed if the answer ro any of queetioru t through 4 on the reverse aide of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THELDATE O MTRWSFERSAT Eli A COPRYEOF T~tiE DEED FOR REAL ESTATOE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 AIG Investment Account -Western National Life 10,111.29 100.000% 10,111.29 Insurance Company Beneficiaries: Thomas Adams, son; Joanne EbeMe, daughter; Barbara Adams, daughter. 2 Smith Barney Account #73H-00663-11 -Payable on 903,652.52 100.000°~ 903,652.52 death to Thomas Adams, son; Joanne EbeHe, daughter; Barbara Adams, daughter TOTAL (Also enter on Line 7, Recapitulation) I 913,763.81 (If more space is needed, edditbnal pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1161 EX~ (10-06) co armk SCHEDULE H FUNERAL EXPENSES 8r ESTATE OF FILE NUMBER Adams, Robert A. 21-10-0179 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A, FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) 13,858.98 Street Address City State Zio Year(s) Commission paid 2. AttomeYs Fees Flower Law, LLC 11,355.33 3. Family ExempGori: (If decedent's address is not the same as Gaimant's, attach explanation) Claimant Street Addreas Ciry state Zio Relationship of Claimant to Decedent 4. Probate Fees 851.00 5. Axountant's Fees 6. Tax Return Preparers Fees 7. Other Administrative Costs 20,207.47 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 48,070.78 Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule H (Rev. 10-06) SCHEDULE H IFUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Adams Robert A. 21-10-0179 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exoenses 1 Barbara L. Adams -Reimbursement for memorial plaque from Frank Snyder Monuments 68.00 2 Ewing Bros Funeral Home -Services of Funeral DirectoNStaff/Facilities 54896.00; 9,499.33 Merchandise 52,745.00; Clergy 5200.00; Death Certificates 560.00; Flowers 5158.00; Sentinel- Obit Advertisement 5750.81; Pianist & Vocalist;200.00; The PatriotAbit Advertisement 5539.52; Cumberland County Honor Guard 550.00; Less 5100.00 by Cumberland County VA 3 Thomas Adams -Reimbursement for Funeral Coats:. 4,068.63 Westminster Cemetery 51,595.00; Rillo's 5400.00; Carlisle Country Club-Funeral Luncheon 52,073.63 H-A Other Administrative Costs 4 31 Greenfleld Street -Closing costs: Commission 511,520.00; BrokeNService Fee to Keller Wilifams of Central PA 5225.00; Closing Fee to Pinnacle Land Transfer LLC 515.00; Utility Fee to South Middleton Twp Municipal Authority 597.58; Home Warranty to American Home Shield 5395.00; Inspection requirements for closing 52,000.00. 5 Cordler Antiques -Pick-up charge and commission 6 Cumberland County Law Journal -Estate Notice Advertisement 7 Cumberland County Register of Wills -Short Certificates 8 IB13 Appraisal Services 9 M & T Bank -Safe deposit bank rental 10 Met-Ed/First Energy -Electric BIII 13,656.96 16,172.58 1,650.00 75.00 40.00 390.00 59.80 66.68 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Adams, Robert A. 21-10-0178 ITEM NUMBER DESCRIPTION AMOUNT 17 Met-Ed/Firet Energy -Electric Bill 70.56 12 Met-Ed/Firet Energy -Electric Bill 35.33 13 Met-Ed/Firet Energy -Electric Bill 29.02 14 Met-Ed/Firet Energy 40.50 15 Met-Ed/First Energy -Electric Bill 22.05 16 Met-Ed/Flret Energy -Electric BIII 72.03 17 S. W. Barrett Real Estate & Appraisal Services -Appraisal for property at 31 Greenfield Drive 350.00 18 3aidis, Flower & Lindsay -Travel expenses 4/2/2010 15.20 19 South Middleton Township Municipal Authority -Account #016082 115.80 20 South Middleton Township Municipal Authority -Account #016082 132.20 21 South Middleton Townshlp Municipal Authority -Account #016082 155.80 22 South Middleton Township Municipal Authority -Account #016082 97.58 23 The Sentinel - Advertisement of Estate Notice 230.02 24 Thomas Adams -Reimbureement for house repairs 170.72 25 Thomas Adams -Reimbureement for supply of checks 26.99 26 UGI Gas Service 22.40 27 UGI Gas Service 25.09 Copyright (c) 2002 form software only The Lackner Group, Inc. Forth PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Adams, Robert A. 21-10-0179 ITEM NUMBER DESCRIPTION AMOUNT 28 UGI Gas Service 26.66 29 UGI Gas Service 70.69 30 UGI Gas Service 23.63 31 UGI Gas Service 21.14 H-B7 20,207.47 Copyright (e) 2002 form aofiwaro only The Lackner Group, Inc. Fonn pA-7800 Schedule H (Rev. 6-98) Rev-1612 EXs (12-09) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS COMMOMhEALTX of VeNNavI.VANIA IWIERITANCE T/JC RETIMN RESa)ENT nECeDEM ESTATE OF FILE NUMBER Adams, Robert A. 21-10-0179 Report awn na~rtea M 9,e deceae„t prior m deNh tluk nx~Wned unpekl nms daN o1 seem, mauany unrelmburaedmadical e,~.esa. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Comcast 10.30 2 Outstanding checks that cleared after DOD 53.52 3 Robert D. Caims, Tax Collector - 2010 County Township Taxes 484.18 4 Thomas Adams -Reimbursement for debts owed as follows: 1.017.24 Westfield Home Ownership Insurance;595.00; Interstate Waste Service of PA;54.00; Met- Ed/First Energy;76.83; UGI Gas Service;291.41 5 Thomas Adams -Reimbursement for taxes paid as follows: 1,825.00 United States Treasury 2009 Income Taxes;1,853.00; PA Department of Revenue 2008 Income Taxes;'172.00 6 Thomas Adams -Reimbursement for payment of Millennium Pharmacy 445.05 TOTAL (Also enter on Llne 10, Recapitulation) I 3,845.28 (Ir more space is needed, additional pages of the same sizo) Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule I (Rev. 12-08) SCHEDULE J C0N1~~~~~'""'" BENEFICIARIES ESTATE OF ~ FILE NUMBER Adams, Robert A. 21-10-01 79 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE MOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include ouVight spousal • distributions, end transfers under Sec. 9116 a 1.2 1 Barbara L. Adams Daughter One-third (1/3) of 354,380.30 239 Skyline Drive the residue. Carlisle, PA 17013 2 Thomas W. Adams Son 550,000 plus 404,380.31 20566 Guthrie Road one-third (113) of Rehoboth Beach, DE 19971 the residue 3 Joann C. Eberle Daughter 550,000 plus 404,380.30 407 Chestnut Drive one-third (1/3) of Boiling Springs, PA 17007 the residue Total 1,163,140.91 Enter dollar amounts for distributions shown above on lines 15 thro h 18 on Rev 15 00 cover sheet as a ro riate . NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE .4ND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1600 Schedule J (Rev. 11-08) .• LAST WILL AND TESTAMENT OF ROBERT A. ADAMS I, ROBERT A. ADAMS, of 308 Glendale Street, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix or Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary . expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I give, devise and bequeath all of the rest, residue and remainder of my estate, be it real, personal or mixed, of whatsoever kind and wheresoever situate, to my wife, MILDRED W. ADAMS, provided she survive me by thirty days. THIRD: I have made an advance of the sum of Fifty Thousand ($50,000.00) Dollars to my daughter, BARBARA L. ADAMS. In the event that my wife, MILDRED W. ADAMS, fails to survive me by thirty (30) days, I give my daughter, JOANN C. EBERLE, and my son, THOMAS W. ADAMS, each the sum of Fifty Thousand ($50,000.00) Dollars to equal the advancement made to my daughter, BARBARA L. ADAMS. If my wife survives me by thirty (30) days, this gift shall be deterred until her death. FOURTH: In the event that my wife fails to survive me by thirty days, I hereby give, devise and bequeath my residuary estate to my children, in equal shares, THOMAS W. ADAMS, of Philadelphia, Pennsylvania, JOANN C. EBERLE, of Charlotte, North Carolina, and BARBARA L. ADAMS, of Carlisle, Pennsylvania. FIFTH: If my daughter, JOANN C. EBERLE, predeceases me, I leave the share of my estate which she would have received to her husband, JAY EBERLE. If my son, THOMAS W. ADAMS, predeceases me, I leave the share of my estate which he would have received, one half to my daughter, JOANN C. EBERLE and one-half to my daughter, BARBARA L. ADAMS. If my daughter, BARBARA L. ADAMS, predeceases me, I leave the share of my estate which she would have received, one-half to my daughter, JOANN C. EBERLE and one-half to my son, THOMAS W. ADAMS. LASTLY: I nominate, constitute and appoint my wife, MILDRED W. ADAMS, to be the Executrix, of this my Last Will and Testament. In the event that my said wife, MILDRED W. ADAMS, shall be unable to serve as Executrix for any reason, I appoint my children, THOMAS W. ADAMS, JOANN C. EBERLE and BARBARA L. ADAMS, as Co-Executors. No Executor shall be required to file bond in this or any other jurisdiction. 2 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~`' day of C~ ~1. , 2006. Robert A. Adams SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, ROBERT A. ADAMS, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged b ore me, by ROBERT A. ADAMS, the Testator, this ~~ day of , 2006. ~' Robert A. Adams, Testator 4 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, .and 11L ~1_~ , s~ (,~J ~uc.eh . , the witnes a whose names are sign to the attached or foregoing instrument, being duly alified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me b ~ ~~ and ~C'.t ~ this 9 ~ day of , 2006. Witness tness Nota ~ ublic IYDTARIAL SEAL C~ AS RULE, BLAND COUNTYUPAIC MY CDM 810N EXPIRES JUNE B, 2010 5 S. W. Barrett Real Estate 8 Appraisal Services me rvu. 04!2212010 Saidis, Flower 8 Lindsay 26 West High Street Carlisle, PA 17013 File Number 10-0105 In accordance witft your request, I have appraised the real property at: 31 Greenfield Drive Carlisle, PA 17015 The purpose of this appraisal is to develop an opinion of the defined value of the subject property, as improved. The property righ[s appraised are the fee simple interest in the site and improvements. In my opinion, the defined value of the property as of February 22, 2ot0 is: 5190,000 One Hundred Ninety Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value, descriptive photographs, assignment conditions and appropriate certifications. Respectfully submitted, ~~~ ~~ Cassandra J. Crockett PA Certified Residential Real Estate Appraiser Residential Appraisal Report FiIaNJ 10-0105 fhz purpose 51 this appraisal report is to provide the chain wim a credmle opinion of ma definetl value of the subject property, given the mlznded use of the appraisal. :Ilant Nanlellntauded U52r Sardis, FIOW@r S Lindsay e,~„n Of Analysts of poor sale ar uansfer nisWry or me wbject property (and comparable sales, it applicable) Offerings, options ano tonuaflS as o1 th2 etlecrive date of Ih2 appaisal Heighborhootl Chan4er'IZtlcii ''- One-UnltHOUSmgTrends One-linltHOUSirip Present Lpntl use% Localien uroan X SubwOan R ural Pro er Values Increasin X $rahle Declinin PRICE AGE One-Unit 70 45 BuiIPU X Over 75% 25454 ° under 2545 Demantl/su Shona z X In Balance Over $u I S 000 Is 2-a Unit 0 °,b Groach Ra id X Suhl z Slow Markedn Time Under 3 mlhs X 3~6 mm5 Over 6 mrhs 125 Low NeW Multi~Famil 5 °i5 Nelgnbmnood Boundanes Sub act is bou d d n e on the north b I-91 on the east h RL34~ on 300+ li n 100 commercial 5 4i the south b Rt.174~ and on the west h Adams Road . Naighournoao Descnplion Sub'ect ro art is located in an ex andin area of sin le famil homes both detached and attached 20 4h ad'acent to the eorou h of Carlisl ith i e w a m x of residential and commerciallindtistrial use e. Sho in and other amenities are within a short drivin distance. School s stem is South Middleton Dist i t d r c an students are bused. SMSA 42-3240. warket Conmuons pnciutling suppod mr me above conUUSions) Pro a values are currents stable in fhe sub'ect roe 's market area. Local multi-list data indicates an ave a r a marketin time of 90.180 days. Lending rates have remained favorable althou h sales concessions are occu i i r r more fre uentl .There are new homes under construction in surroundi n develo manta as well as re-sales available in the nei hhorhood. Ounensrons See le al descri tionltax ma Area 0 22 Acre MIL . sna a Rectan ular S aclhc2omn passincation RH view Residential Zonin Descri uon Residential Hi h Densit Zonm Coin liance X Le l a Le al Nonconlormin Grantllameretl Use No Zonin Ok al tlescribe Is d~z nignzsl and hest use of the subjeu m er i p p ry as mproved (or as proposz0 per plans and specitlcalpns) me present use? X Yes No IINO, descnbe. Ublrbes PutlbC Other tlescribe X Public Other (tleecribe Ott~sitelm ravamenls-T e Elactrlcl 200 am Public Prival¢ Wales Gas X sues As halt X Sltz Comments There are no a grant adverse easements encroach t it men s or other adverse cond ions. GENERAL DESCRIPTION FOUNDATION ~ EXTERIOR DESCRIPTION ~ ' uniu X Onz Ona wlAS. unit malerial5' INTERIOR maieriaLs - X Concrete SWb Crawls ace Foundation Wafis ConcretelAV Floors CarDeWln I!A-C +dt$mries One Full Basement Denial Baszmem Exterior Wnlb Vln IIBrICkIA•G Walls D r' z Oel. An. X S~Det all/A-G lEntl Unit B . asemen Area N/A s . h. RoolSurtace Shin IeIA-G TrirNFinisn WoodlA-G X Exisun Pmoszd UndarCOn t B s . asement Finish % Guuers&DOwnsoutsAluminumlA-G BamFloor Vin I/A•G Daslbn lSlvlel Townhouse Outside Enu (Exit Sum Pum Window Type DblHndlA-G eam wainscot DWlfbr Is/A-G t zar Buht 1991 Smnn Sashnnsuialed Insulated/A-G Car swra a Nonz EdenPre A e it ri110-12 Sheens YeslAv X Drivewa aofCau 2 ~,ua Ndne Hearin X FWA HW Ratlianl Amenities DrJ S'Uil Wood$IOVe s k DriVewa ~ $nrldCe AS halt Stairs Omar Fuel Gas XFirelaces Rl Fence FWOr X ScuWa Coolil X Central Alr Contlillonm X Patio/Deck Pat10 X Porch En[ X Gara e F of Cars 2 Pi i r1 5n2d Healed Ca( oil a01 Cd(S Intlividual Omel Pool - Other X Art. D2L Built~in %. liances Rzb erator X Ran elOven X Dishwasher X Dis oral k M rmvave Washer/Dr er Omar tlesl:ribe Fnisnzd area above raga conraina 5 Rooms 2 Bedrooms 2 Baulls ~ 798 $ ogre Feet of Gmss LMn Area Above Gradz ;dtliuonal Faawru Vaulted ceilinglfans~ hardwood in (over- built-in buffet in di i n no area tie back splash in kitchen fireplace in family room addltlon entry porch rear pato Ccmmants on Ina Improvemanu Improvements are in avera e- ood condition with no h sitar or fun t l i e ona nade uacies a grant. ~~paru• P~ea,na Wnp qU wlovere, eoo ~r.enr~wn, edwesom mnlefm COpyiymCAW.IDJ1 An oMSmarsC Oeme sunatrnc,N PBye 1 °I? (hPTR^') GUK~d Pixy00 Tppraial a0pgrp Napes GPARlp°a_OB°BI1dYN Residential Appraisal Report File NO. 10-0105 FEATURE 31 Greenfield Driv SUBJECT e COMPARABLE SALE N0.1 COMPARABLE SALE N0.2 COMPARABLE SALE N0 3 Adm2ss Carlisle 170 15 38 Greenfield Drive 27 Greenfield Drive . 12 8riarly Drive Carlisle 17015 Carlisle 17015 Carlisle 17015 FlOaum -lo subecl 0.03 miles WSW 0.04 miles E 0 12 miles SW Sale Pnca 5 $ 1 9 8,000 $ 185 000 . SaE PIx:aGrass LN..Area 5 0.00 s n. $ 118.14 . h. - _ _ . 3 123 25 s h 5 1 s5 000 Gdla SOUIL21a1 Multl-llst . Multi-Ilst $ 119.91 h. Valilkahon Source s VALUE AD ~ Courthouse Records Courthouse Records Multi-list Courthouse Record JUSD.IENTS 5;12m Financm9 DESCRIPTION DESCRIPTION .plse wurelx DESCRIPTION ad sA u9"lelu s DESCRIPTION .;~ISa Iwrelx Con None, Conv None, Conv None Conv wssw°a DOM 205 DOM 93 , DOM 35 Dala of SalelTima 11109 10!09 Location Suburban Suburban Suburban 12/2009 Lzaaenolu/Fe2 sim Iz Fee Sim le Fea Sim le Fee Sim le Suburban _ slla LoUAv .22 LoUAv .17 Lot/Av 21 Fee Sim le ''i2•0 Residential Residential . Residential LotlAv 11 G2si n's ha Townhouse Townhouse Residential - uall of cunsuunion Avers a Avers a Townhouse Townhouse ;cwal AUe 19 rs 13 Yrs Averse 18 Yrs Avers e ~- Conmuon Av /Good Av !Good -- Av IGood 14 Yrs AU0~2 GIan2 two 0u1n15 eaPU lull eaiiu. 0allu igal BJ'n g Inferior 10 000 Rudm Count 5 2 2 5 2 2 u ulls TWaI eula~. Baru Glosi Lnx Area 30.00 1 798 s h. 1 676 n. 3 660 5 2 2 - 1 5 01 s h 8 910 5 2 2 Bdsan2nls Finished None/Slab NonelSlab , . None/Slab 1 376 s, h 12,660 Rooms Below Gratle NonelSlab Funuimtal Ulill Averse Avers e Avers a ueaon Conlin GFHA/CA GFHAICA GFHA/CA Avers e En2l Efliclenl Ikms T (cal T Zeal GFHA/CA Gars icar Gn 2 Car Gara e 2 Car Gara e T (cal 2 Car Gara e T ical PmchlFalialDeck Ent /Patio/FP Ent ICovrdPat 0 PorchlPatiolFP 2 Car Gara e Ent (Patio/FP CustomU -Grds Su erior -10 000 Similar Similar N21 Aa wlnlcnNTOtaO + X - $ 6 340 X + Adjusletl Sale Prix Nel Adj. -3 2Va $ B 910 - X + - $ 22 660 . U COm alanles Grav Ad. fi.9% S sumina oisalescom a A Net Atlj. 4.6% 191 660 GrossAd. 4.890 $ 193 910 Net Atlj, 13.79e Gross A d~ 13 7% $ 187 660 . . . rlson roach All tom ambles are similar in st le utilit and location to the sub"ect roe are verified closed sales and are the best ' current) available. Ad usted ran a of value is 187 500 to 194 000 sa $190 000. ' Custom u - rades for sale fit include hard d f woo loorin file baths wet bar $ 'etted tub. COST APPROACH TO VALUE - Sne vaw2 cummerns Site value from current assessment d t a a a nd recent local land sales. ESTIMATED REPRODUCTION OR REPLACEMENT COST NEW Sou¢a of cos! Bala OPINION Of SITE VAWE._ ....... ............ ............. -$ 40000 uaL loon hom cost sarvice Eeeclive tlata of cos! tlala Dwellin 5 Ft $ , $ Cununznti on Cox A roach 1 rocs liven ales calculations, Ue leciadon alt S FI. 5 = 5 , . Cost Approach ffrom MarshalllSwik Valuation Service handbook and local c st anal sis Gala elCer on S.Ft. $ ,.,_ ,5 was considered but deemed not credible due t th mlalESUmaleolcox-New .._.._ $ o e a e of the im rovements. Site value from Market Data De i Less Ph sits/ Functional External - . rec ation based on a elli observed condition and Mark t D fe De recialion - $ e ala Anal sis. Estimated remaining Economic Life is 40-45 e De renated Cox of Im rovemenls. -.... = s ars. "AS-ii' Value of Site lm rovements ..... , .. , 5 LNCOr.Paaoone.,,...,..-..._ INDICATED VALUE BY COST APPROACH _. ...- Sununary of Incmna AppNach (indutling suppon for market rent and GRM) inirppraisal Is madz X "as is; suhjea to cOlnpleti0n p2l plans antl specilications on the basis of a hypoNeucal cOndili0n (hat Ihz ilnprovenlenu have bezn completeq SUhl22t lc II1210110WIIlg tepaeS of alleta110n5 on the ba5i501 a hyp01h2(ICa LO11dIIgo II1al Il1e lepalla 01 alefa110oS have 6220 COIIlp2tetl ~snbj2Cl10 Ne IGOWIng. Appraisal is for Client only, nontransferahln Based on the scope of work, asswnptions, limidnp contlitlons and appraiser's certification, my (our) opinion of me definetl value of the real property mat is the subjact of this report iss 190,000 as of 2122/2010 DOD( _t ,which is lha effective tlate of Mis appraisal. ^ry^N -- GmYUUE ~xy aO r°k'vu°. ~- A~.n2i ravxeawb wen nw lolm cppy,yAleMVS.a%M.CI Uiason of lSG OSmc 58M[u.4 I ,R M\ ~.~.. Pax -'N2 IGP~R'"I General Prposs nPf 3 S.W. Barrett Real Estate & Appraisal Services File No 10-0105 Scope of Work, Assumptions and Limiting Conditions Scope of work is tlefinetl in the Uniform Stantlartls of Professional Appraisal Practice as"the type and extentof research antl analyses in an assignment." In short, scope of work is simply what the appraiser did and did not do tluring the cow se of the assignment It includes, but is not limited m: the extenttowhich the property is itlendfied and inspected, the type and extent of data researchetl, the type antl extent of analyses applied to arrivz at opinions or conclusions. The s.:ope of Nis appraisal and ensuing tliscussbn in this reportare specific to the neetls of the client, other identified intended users antl to the intended use of the report. This report was prepared for the sale and exclusive use of the client and other Itlendfietl intended users for me itleltdfietl intended use and Its use by any other parties is prohibitetl. The appraiser is not responsible for unaumorizetl use of the report. The appraiser's cerificadon appearing in this appraisal report is suhjec[ [o the following conditions and [o Such Omer specific contlidons as are set forth by me appraiser in the report All exvaortlinary assumpdons antl hypometical conditions are slated in meraporl and migh[have atlec[ed me assignment results. 1. Ina appraiser aswmas no responslbiury for mortars of a legal nature aflecling the property appraisetl or lisle Hereto, nor tlo2s the appraiser rentler any opinion as IO mz ntk, which is aswnled to he gcou antl markela0le. IDe property is appraised as Though under respbnsihlz ownership. ?. Any sk21C11 in this r2po¢ may show approxintale tlmlensions and U included only IU x55151 the leader in vl5uBl2iny me property. The appfdl5er nos matle no survey of the properly. 3. The appraser a noI requiratl m glue Iesnmony or appear in cbun because of having matle the appraisal with reference to the progeny in question, unless anang2menls have been prevwusly inad2 lhmeto. 1. Naun21 all, nor any pan m the comem of this lepart, copy or Omer metlia thereof (including conclusions as m the property value, the Wentiry of m2 appraiser, professional designations, s m2lirnt wile whwh me appraiser I; conneG[ed), shall be usetl for any purpdses Uy anyone Uw Ih2 Glienl antl Omer imeuded users as Idenlifietl in This lepor[, not Shall it he conveyed by anyone ro m2 public Ihrouyh adV2lli5i0g, puUlic f21abU115, news, sale;, or Jmer media, without me Wlitlell tOd5e01 of 1112 appraiser. 5. ih2 apprauer win not mscrose m2 GOn1enG of this appraisal report unless required by applicnUlz law of ds specined in me Undorm Smntlartl501 Professional Appraisal Prazuce. 6. InNrmanon, esdmales, and opuuens mmishetl to me appaiser, and conlainetl in mz report, wen: obwinetl hom sources consltleretl reliable antl oeliev2tl to Uz uue antl cmrett FtOw2.21. no Izsponsimhry for accuracy of such dents lumishatl to m2 appraiser is aswmetl Uy the appraiser. 7. The apprai52r assume; mat mere are no hWdzn or unappal2ntcontlitions of me properly, subwll, or suucwles, which woultl lender it more or lass valuable. The appraiser assumes nu laspun>ldih[y Wr such Gontliudns, or for 2nyinzenng or testing, which might he required m discover wch factors. This appraisal i5 not an environmewal a5sessmenl of IhE propzny antl in0ukl nut U2 CJn5102retl d5 such. d. Tna appraiser spezializes in the valuanon of real property and is not a home inspector, hmming conuaclor, strucluial engineer, or similar ezperU unless olheiwise noted, The appraiser roil nJr GonduGl m2 imensive type of nom mserveliuns of the kuttl intended tJ seek and discover property detects. The viewing of the propery and any improvements is for purposes of tlevaWping an Jprmon of m2 dHinad value of me pwperry, grvzn the int2nU2d use of This assignment. Stalemenls regarding condition are based on surface observations only. The appraiszi Claim3 uJ speaal expertisz 12gartling issue; indutling, bur not limited Io: foundation wnlemenl, basement nioiswre proulems, wood Uesuoying (m other) in52C15, pESf infeswtion, IddJll gas, 12dd 6a52tl pollll, IltJltl 01 altvirOMlelltdl iswi;. Ulllesa 01112nvI0T) hldlCaled, I11eGIIdi11G415y5121715 W212 not dLOvdted or te51eU. Thu appraisal lepdn should not be used m discros2 the conUluon of file property as it relates m me presenceladsence of detects. The client is invited and encowagetl m employ qualiAetl cAp2i L5IJ Ifdp2C130tl dtldr255 df2d5 0l GOllCefn. II OBgdIIV2 COI1tl1110n; ale dISCOVEf2Q the Opinion of vdme may he adeCled. unless omerwise noted, me appraiser assumes me components that constltute me subject property improvement(s) are fundamentally sound antl in working order. Any viewing el ma property Uy the applaisar was limited to readily observable arias. Unless dmenvise noted eaics antl crawl space areas vrera not atcessetl. The appraiser did not move minilW t. ilobr Nv2rlllg5 s pmdr i12n15 Nat slay l2sniG( Ih2 viewing of the properly 9. Apprauals invJk-ing hypometical conditions rotated to Gdnlplenun of new conSUUClion, repars or alleralion are based on the assumption mat wch completion, alteradon or repairs will h2 Gumpalanuy pellonnad. 10 Unles5lh2 mten0ed use of mss appraisal spzcitically umlutles issues of property insurancz coverage, this appraisal shpul0 not he used for such purposes. Repmtluctlan or R2pldC2m2111 Gust OyWes used i0 ma cuss dpplOdGn ale for vama1100 purposes only, given the IOIEIWed use of me dsslgnm2111. The DefIIllnOn Ol Vsu2 used in mIS assignment i5 unlikely f0 p2 GJllslsfenl4Vlm Tne tl211111(IOn Of Insnfabe V21n2 t0f prop2lry IllwfanG2 CJV2lagelnse. 11. The ACI General Purpose Appraisal Report (GPAR•°) is not In[entletl far lr5e In Va1152ctlOns [ha[ requite a Fannie haae 100A1Fretltlie fvlac 70 form, also known as the Uniform ResiUendal Appraisal Report (URAR). AUtlitional Comments Rela[etl To Scope OI Work, Assumptions and Limiting Conditions ~~ ~ ~p~,. File No. 10-0105 Appraisers Certification The appraiser(s) certifies [ha[, [o the best of Ne appraiser's knowletlge and belief: 1 TI12;Iaten12111a Jr IaCI CUIIIaI11e01n Ih15 repUrl alt tlu2 and CUrreGl. ? Tnz lepunetl analyses, oplmons, and Conclusions are Ilntited only dy II72 repdfletl aswmplions antl lintldny Conditions and are the appraiser's pelwnal, impartial, and unbiased pW1es;Nllal analyses, opinions, and Conclusions'. 3. unr2;5 oNervvua slated, me apprai>el Ita; no presem or pmspecnvz imeresl in Ilse property that is [he subject of this lepon and has no personal inlerestwnh respecno We games ur:mveu T. Tne appraiser has no bras wlln respect l0 1112 properry 11181 is Ina subject Ut NIS report or to the panics involved wIA1 Ihi9 a5aignment. E. Tne appraisers engagement in this assignmem was not Conlingem upon tlevelopiny or leporling predetermined rewlu. 6 Tna applalser's mmpensauon for compleung mis' assignmem is not conbngen[ upon the development or reporting of a predetermined value of tlirecoon in value Nat lavd]s Ihz cause of U.2 CIIEnI, me anwum ul m2 value dpimon, Utz arlamn12n1 of a sepul8letl mwll, UI dk UCWIIeIIC2 of a suhsequelll evelll diBClly fadletl [0 the IbledUetl use 01 glls dpprai5al. 7 i Ge appraisers analyses, opinions, and Conclusious werz tlevelopad, antl mis lepon has keen prepared. In conlormiry with U]e unilorm Stantlards of Proressional Apprelsal PlaCtice. a unl2s amervise nmed, rhz app]aisar nas made a personal inspection of rte properry Utal is the 5ubjeclol This report. 9. unless nosed below, no un2 promdetl signilicanl rzal properry appraisal assistance to the appraiser syning this certification. Significant real properry appraisal assistance prdvitletl 6y: Additional Certifications: Definition of VAlue: t~Market Value ^O[her Value: Saurce of D2Uniuon. USPAP The most probable price in terms of money which a property should bring in competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. ADDRESS OF THE PROPERTY APPRAi5E0: 31 Greenfield Drive _Carlisle. PA 17015 EFFECTIVE DATE OF THE APPRAISAL. 212 212 0 1 0 IDDDI APPRAUED VAIUE OF THE SUBJECT PROPERTY 8 190 000 APPRAISER Signawre. ~,R /'. Name. CassandraJ. Crockett [t' Slats Cennicauan w RL001348L or LlYrde a - or Guler itlexribe). Stale u. Srata. PA E,.puarmn Dale tit Canibcauml or cicense: 0613012011 Dare ur Slgna[ure and Report: 0412 212 01 0 Datz dtProperry Vlzwing. 02122/2010 [DODI ~D~~~a7g7la2 0l pwparry vievviny. tnJlnl2llUt antl ESttnUl ^Exl2rior Only ^ Dlo nUI personally view Sl/PERV15ORY APPRAISER Nante: Steven W. Barrett SRPA SRA ASA Stare Cenihcation r GA000298L of Lwenwx RB026921A data: PA Expiration Date of Ceniticatwn or license: 06!3012011 Dare of Sipnawra. 0412212010 Dale 01 Properry viewing. Deg]ee of properly vlewbrg: ^hnenol ano Exteror ^ Exterior Only X^Ditl not personally view Wp]y[W U~y xh feM~a YA.]N.1)ll wxvlcW ron~ n ~ ~. spar,.. a.~tat S.W. Barrett Real Estate & Appraisal Services SKETCH/AREA TABLE ADDENDUM Nc - - _ Fila No 7D-0705 ,Sdress 31 Greenfieltl Drive - isle County Cumbe lantl Stata PA ~ _ ZiP 57015 Robert A. ADAMS (EShte) 2nt Saidis, Flower S Llntlsay _ UC Adtlrass 26 West High Street Name e.........,..._ 11 0' ._......_.___.~ _...I 3a g' Palb ~ r c o ~ I ~-l Hasa i FdI1Wy Rpom eaprocm U yy ~ J ~ Dining arse _ 6 yS +3 Malr BaN `~ Clsl. NncMn Bain Clst. ~uliliry - Npph n ~~ Foyar C eearopm ~ \..\~2 ,~ s;~ ve~~~ . ~ ~ . . o ~\ \ ,, ~. ,ao~ I Egay ~ v~,~ \ \~ \'.. ava~e\~\\\\ c 0 0' \ . ~~\. \ ,. \ .~. ' ~, \'. \\" ~ ~ \ ~ \ ~\ ~ ~ COmmenU. Scale. t = 12 wPFX 80fRNAPe' 800.144 ap5a Bent S3idi_s, Flower 8 Lindsay FI ro zr 4ddizss:31 Greenfield Drive - - i[y- Carlisle - ~' StAfP' PA FRONT VIEW OF SUBJECT PROPERTY Appraised Date: April 14, 2010 Appraised Value: $ REAR VIEW OF SUBJECT PROPERTY STREET SCENE COMPARABLE SALE #1 38 Greenfield Drive Carlisle 17015 Sale Date: 11109 Sale Price: $ 198,000 COMPARABLE SALE #2 yr - ~r. 'f~' 27 Greenfield Drive Carlisle 17015 ,, 7;": ,,, , ;., , _,,,. _ ,. _ Sale Date: 10109 y Sale Price: $ 185,000 COMPARABLESALE#3 12 Briarly Drive Carlisle 17015 Sale Dd[e: 12!2009 Sale Price: $ 165,000 LOCATION MAP '~ Y O ?Y O~ ~~ . 5~a Strayer Rs---~ _ Y~uisiFmft Subject 31 Greenfield Drive Carlisle, PA 17015-7611 S ..... i.. J .,.. n' ,~ ~~ ~, ~ i': 9y. C~ comparablz Sale 2 27 Greenfield Drive ! i ~, Comparable Selz 1 Carlisle, PA 17015-7611 ~~ ~ ; 38 Greenfield Drive ~? Carlisle, PA 17015-7681 ~. 10.0 miles E} _ I, , ` ~ (0.03 miles WSW) .. -..... ~.,... ~ ', - _ _ I ~ --~-- - ___ __ Comparable Sala 3 ...,vpa!SS~ ~" I 12 6riarly Drive Carlisle, P: 17015-7670 ~ m ' (U 12 miles SW) - -... .; ~ 'ShpSiilvll C,l ~ '~ '~ ii ~. Iii III _ .. - 4Ea+sfi ~ ®Sctio~l ~~ ~3UId IycpGUdW ~.t2 'a I 9 a`mua n.r¢u.m.li+.bl. am.a:. ..ate 9~6`~ j O p ~~e ~ ti5 ~ ~/ -.. ~ .yJ N J D ~ -+ ca O O tJ D n A LLO o~ D y " C) A ~_ 6Z'OLL O ~ t ~ ~~ 6Zl 0 D m n D ~ D n 1 W a \ s ~ tv ' ~ O W D ~ w N n v ...r p N ~ W F ~ ZE £ZI O 9 ~ A D Z5 Zy `0 ZI A < O '~ W E ~ O O W ~ D ~ ~ ' n ~ rn V ~ ~ N N N 88' l8 GREENFIELD DR b £6' til CVn ss'sz '0 6+~E ~n 'o~, 19'9Z VE ZE vv ~ ~~ QQ ~ 'O ~~ ° -~ W 5 0 '~ T Y n ... N A W N ~~ A Iv ~8S -' 9l'99 N ~C l-. W lV Vb 1~ ~ c O N ~ o D ~ ~ v .~ N ~ Z£'££L D o v .A o ~ ~ ~ m cn ~n !Q'TZl 0 n 7 A v~ 41. ~ A ~ v '`*''****** QUALIFICATIONS *"*~"*** The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the inspection of the subject property, the comparables sates, and their neighborhoods and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. _1. The subject is located in a rural area and is less than 25% built-up. x_2. Commercialllndustrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. _x_3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses era typical for the area x_4. The predominant value in the neighborhood is less than that of the market value of the subject property. This is due to the very wide range of value of properties in the area and superior quality of the subject property. _5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and suggested. _6. Dampness is notetl in the basement of the subject. Standing or running water was not present on basement floor. This condition is considered typical in dwellings of this style. _7. The subject property is serviced by private well and/or septic systems which is common for the area. _x_8. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement. _9. Repair items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. _10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a health or safety hazard. _11. The subject property does contain functional obsolescence as noted in the report. This condition is considered typical and common for the area and this style dwelling. _12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is considered common and typical for the neighborhood. ._i3. The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered [o be typical and common. _14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar comparables on that individual rafing. All comparables used are the best available. _t5. Total adjustments exceed 25%. This is due to the lack of comparable sales that were more similar in the subject's market area. All comparables used are the best available. _1fi. One or more comparable sales are older than siz(6) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sales in excess of sixj6) months have to he used. All comparables used are the best available. _17. One or more comparables used were in excess of one (1) mile from the subject property. Although there are comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside of the immediate area. All comparables used are located in similar neighborhoods and within the same marketing area. All comparables used are the best available. _ta. The electrical system was not connected during inspection. _79. The water service was not connected during inspection. _2n. The heating system was shut tlown during inspection. _21. Roofing_plumbing_Electrical_Heating_certification(s) islare suggested. guideline9round swimming pool-, out buildings are included_,not included according to lender's _23. According to lender's guidelines a maximum of_acres were considered for this valuation. Remaining acreage was given no value. ~"*'~**"* QUALIFICATIONS *''~"**"* _24. The suhject property is located on a private road. _25. Wood infestation inspection is suggested. _x_26. Las[recorded deed transfer: Date_9I1512003_, Consideration: $165,000 _27. Proposed construction/renovation in accordance to plans and specifications to be completed in a workman-like manner. _26. Seller is paying part or all of closing costs. _x 29. All comparable sales are verified closed sales. x_30. There are no special conditions or other requirements that would affect market value or future marketability in the Appraisal Report. ****''*"** QUALIFICATIONS ***'~*"'"** Confidentiality and Security Policy We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the confidentiality, integrity and security of clients' personal information. Internal policies have been developed to protect this confidentiality, while allowing client needs to be served. We restrict access to personal information to authorized individuals who need to know this information to comply with federal standards to protect your nonpublic personal information. We do not disclose this information about you or any former consumers or customers to anyone, except as permitted by law. The law permits us to share this information with our affiliates. The law also permits us to share this information with companies that perform marketing. When we share nonpublic information referred to above, the information is made available for limited purposes and under controlled circumstances. We require third parties to comply with our standards for security and confien[iality. We do not permit use of consumerlcustomer information for any other purpose nor do we permit third parties to rent, sell, trade or otherwise release or disclose information to any other party. Education As of the date of this report, I andlor Steven W. Barrett, SRPA, SRA, ASA have completed the requirements under the continuing education program of the Appraisal Institute and the American Society of Appraisers. OMU Approval No. 2502-0265 ,,.+cm>e ~•~~~i1~1~ s A. Settlement Statement (HUD-1) 5a,,,,,,1 "~ FINAL 1. FHN 2. RHS 3. ^ ^ ^ Canv. Unins. 6. Fb NuMec 7. Loan NumEen 8. Norgepe Insurance sa Number 4. ^VA 5. ^CDnv. Ins. KWC29535 C. Nde: Tha loan k Yndslletl b ana you a Nsbmanl d edualsNbmedcwls. AmounN Vold b and by 9w sellbmm~l apenl aie ahaan. Ikms maAee yAo.c.)' erere peb oanbe Ina cbuig; awy ze aAOwn nma brbbrmaaanM piapoaea antl are noIMcMNatl b eie blals. D. Name a Marau of Borrower E Name 6 Atldess d SNbr. F. Noma 8 Atldeas of Lender LEVNS E. BURGETT AND RITA E. BURGETT THE ESTATE OF ROBERT A. ADAMS CASH 1919 RESERVOIR DRIVE 31 GREENFIELD DRIVE CARLISLE, PA 17013 CARLISLE, PA 17015 G. amwny Laubn: H. 6elbmenl Aaenl PINNACLE LAND TRANSFER, LLC I. Selbnwnl Dale 31 GREENFIELD DRIVE 4242 CARLISLE PIKE, SUITE 151-B, CAMP 972072010 G1U2LISLE, PA 17015 (CUMBERLAND) HILL, PA 17011 (7171920-3331 X201 (40.24.0748-003) aWU Dl Sedbnaml: 4242 CARLISLE PIKE, SUITE 151-8, CAMP HILL, PA 17011 Prevbus editions are obsolete Page 1 0l 2 097021201011:50 AM 708. Total Real Eefafa BroRei Fees - ' ' -'. ~ ~Divisiw of Gommfssflxi IMe 7D0)as follol4s:' ~' .ir , ,„ ,;:t 701: 511,520.00 IoKaller WIIEams dI CenBal PA' "'ll t ~ ' ' 702 _. .-.,:... ., sF, ; r~+ {,tn,°=~ .. ... .. - Bu t. t: . 703 Cdnmbsbn Id al Sellleme8l ~~'~ :ill ~ - ~- ~ - _ ' .., „ ~ E71,~52D.00 704: BrokeilSBrvlce Fee to Keller Wllllams of Gerihal PA ,,, ;" , , ;' ,,,~ ;j ,,,,, ,' . „ ',( ., : ;;, ,. BOgf(Yei'Le C= J.UI~ICI:G$Bfl~`A/J~1'EIIYItI~.~~9@. ' 801.Ourd Nlalionch a '..,.,.. .,,... .,; ,,.. .,,.. " ,i, '° 'Ir'omGFE'1f1 ., , >, E225.OD .. _ $225.00 r . •.. 802. Youi craUll a bha a poitlls for the s edlOc'Ihleresl rate bho3eU i , ;;. , ~ ~ '-' ,,, ~..~ from GFE 9{2 _ , 803. Your ad s1eU inalbh;oha es. ,. ~::~, .,. ';( t _;; ....:i s ... ~,~ ;': . ., ~:.,-from GFE'A-, .'_.'. . 804,A alsel Fee- ,',;; , `;'. ,.:I::?1"'~' I :~. ' „~;a .., ; from OF.Eb3... .,a _~,._ , ..,r, 805:CTedltRepa(". ;~'„ ?„,..~.i, ..~,„.,.;`,.I,< .:'(Dgn.GF.E>K3 ~l BO6.:Taxsetvicelor ~ - r .x , m~r :,~Dorn.GFEN31o:; 807. Flood CefllfioalloH b CASH " ,. `,~fj;•~i~ a ~ .„,!~,;1;,:~' a 3,=.c ~'~>,ru ,,, , , .. ?(from GFE 53;"s;' ~ ~. soli (Ete1YTe;... tihatl Q e tie~;7~eiEaid;f1G19i1IB:: _ 901. Inlere§t ,. "^" r '~ ~~' , 1'{~: . :1(frofi GFE tli0 902. Insurance Premium°. _,a"T its ~..~.mu.~s?` ~,u1_., `~ '", (fiom GFE p3):';1: 903: Haineownefs inswarce "~:. ' ... , " - ~ ~ ... , r :», r ,m.i..~.:~;1 ,. ,.Ie , i~frbtn GFE iii.: _ fOUQEReaeryek,~e"aeHBd It`;La Ui+"r`' _ 1001.Inl8aldepositfor 'f e5croJi'account „,':'~' '' ??"`{ n'1` 5 "'" tH',. ;CfromGF.Ep9;,"-, .erJu'.ul r, , i.... tri i ) . mo .:ksarrwr 1002.Homeervne7aillsuranceimodihs~- .mdhlh4 ,.r:~7N`.~'", ,•al;.,,,, .„,t,~~;,;,~. ..,.,: ",. '.:.. 1003.M eiesiirance itIb111Us; ` «r ,'~f• ~9?B -. Q Permonih,~ „ ..n S,..a SHLi~,i,~7uiL•AV.nc r„~~mi.r::~ r .,, ' '~ .•. ~:, ..., 1004. Property laties modlhs' -5;~per month ~",1" r`,,.'1'~~`„Y,i`~g')v~'-?;, ` ^' •.~.~ . .-.. ,:,... ,,, „x.,.:,, ' ,. 1002. - r " e Ad usMent ' ;: , .",, ,u ` .« ,,, . too„TIH~cfis~~ . ~. .._ 1101. Tllle servlctls and lelil~s ttlle Insurance " `,' , ', ,~ ~:; FU r,, , -.,;.;;;' {' ,... ;; ; :~ .. ~-~: from GFE u4j r` ~ , 535.00 1102.'SeHlemebtarJosi fee,loPinnacleLandTransfer LLG,,$35IX7 " - a .., . ~ :. E15.o0 1103.:Gwnefstllkirlsuranceio ,~"'r ,,,,-,.e,~~ ri ~ ,~~froInGFEil5 ;. '.> -. 57.318.75 1104. Lende's.tltle asumnce to '_ r ' u, ~,,, . r,~.t--r 1105: Lehtlels tltle pol widl" , . i ~ ~„ „ '.,~ ` r.: , ' - nos::oamerstlue "r It':~51sz,o9DOD„ :, "zip` . ,' 1107. ant's ~ alfob tl IUe total Blle InsuFenCe~ reinldm to PlooeBe` Lentl TraflsieF:LLC „ Ei X130.94 , , `~ 11 DB. lledelwritets porimn d IUe (alai Ulle ilYsGrailce preiolum b. QIU Repudia National TUlel{IS0ya5ce Company.:.i: 5197 81 , ,. ,',' _ }. 7~9Rr°GS`CPIR!M~C R9a3 Ifi 'a"d'-t 'i ~ ~Yi£ ~ ,. _.. 1201: Goveremtzil rewrd' . che.. es ...:: ,-.gig , .. .- ..... „1„'j; ':,~IromGFE#7.':. . _. _. '~,'¢:,. 562.00 , ;.. ," 1202..Deed 582,00 Mlxigage E ' Releases $ ~ ~ ° - ~- 1203.~Ttansler taxes _ „`, , ,, „ _ „ ~~ <: ' ,(frolo GFE d8) ;':.. 51,920.00 51,920.D0 1204. CI 7Cou 1azlsla 'Deed 81,92000 ~' - e$ ,;': tl " ..~ ` -.. 1205: StalelaRlsfemps :Deed 51,920.00 'Mort' ~ ~e 5 ` „ „ E __ _ _._ 1300»Ai18111oti31.SelHtlHl~Plt'~fia"f. ''" °`~ "°' ~~ . '"~~s.."""ia 1301.RequrcedserWCeslhel'-owns fw;',1 ,.. ,,,': ,::~.;, ~..:.yrroiUGFE1t6)-.._:~, ,. 5492.58 1302.:SUrv ~ ,. .,, ... .. .. 1303: Pell inspection ,,, '._" .; ~,,,,,,,~~, .,, .. ,. - 1304.HwneWariah bAPoeUCenHrYlde ShielU ~:`; .. .. ..,;,;;„ .. ,,_.. c,'~ ..-,.... .:.-. .. .- _: ~ ' 1306.UUII ~FIRx711+.9120It0.io.5oulh~MiDtllelo'fl7dmshl"'Muhl"" IAUUwH :i!E9756 1307.2010 CDUef.R .Taxesio Robed Calms; TC 5494.18--POC 5494.18 ';feller :, 1308.2010-115chcd Taxes to Robert Calms, TC::; E7,89972_jFOC 51,899.Z2.6y Sellef)_, •11 . 1 53,560.75 514,172.58 I have caieluNY nsilrwtl fire HUD~I Selllement Slalemml antl m me aeslal mY knoaletlge aM opal n Is aue arN auumte statement of ap receipts entl d'cbelummns matle on my arcounl or aY me n ass aansxbn. I IuMer unity met l bare reuHetl a upy of the HUD~1 Sellkmenl6lalemenl. BUYERS SELLERS ~ u~2d ~./,~~,[,G ~i-~ ~- VVVVV / S E. BURGETT ~ THE E6TATE OF ROBERT A. ADAMS rr ~ RIT E. BURGETY r Tbe HUD~1 SNYBiMnI SI6lemenlManh I nave prepmetl k a mq and amxak aamunl of Urie kanaecamt.l bare ceuaee or I wa cause Um luntls m be d'abemed'n acswdexevalh gra alammant. Se menl~pent ~ 1/t ^ ~ ~~p/) ~~ ~- C IV7,~-'~,-/k~l 61 I SHERI MELLMDTTEft edlgonsazeobsolele Page 2 d 2 09102Y101011:5DAM HUD-1 Pinnacle Lend Transfer, LLC 4242 Carlisle Pike, Suite 151-8, Camp HIII, PA (717) 920-3331 x201 17011 File Number: KWC29535 Loan Number: Close Dale: 912012010 Dale Prepared: 91212010 Disbursement Dale: COMBINED FINAL CLOSING STATEMENT yer(s): LEWIS E. BURGETT AND RITA E. BURGETT 1919 Reservoir Drive Carlisle, PA 17013 tar(s): THE ESTATE OF ROBERT A. ADAMS 31 Greenfield Drive Carlisle, PA 17015 ~pedy: 31 GREENFIELD DRIVE CARLISLE, PA 17015 (CUMBERLAND) (40.24.0748-003) !der. CASH lal Descdplion: ALL THAT CERTAIN place or parcel of land situated In the Township of South Middleton, County of Cumherland and Commonwealth of Pennsylvania, more particularly bounded and described as follows: BEGINNING at a point on the souhtern side of Greenfield Drive, at the dividing line between Lots Nos.39 and 36 as shown on the the hereinafer mentioned plan of lots; thence along said dividing line between Lots Nos. 39 and 38, South 10 degrees 18 minutes 59 seconds West, a distance of 137 feet to a point at the dividng line between Lots Nos. 39 and 32 as shown on said plan of lots; thence along the line dividing Lot No. 39 from Lots Nos. 32 and 31, North 61 degres 40 minutes 29 seconds West, a distance of 40.76 feet to t a point at tohter land sof sand Greenfield development as shown on said plan of lots; thence along latter, North 17 degrees 13 minuts 13 seconds West, a distance of 126.30 feet tot a point on the southern side of Greenfield Drive; thence along said southern side of Greenfield Court on a curve to the right, having a radius of 235 feet, (having a chord of North BS degrees 23 minutes 14 seconds East), an arc distance of 103.42 feet toa point on the same at the dividing line between Lots Nos. 39 and 38 as shown ont he hereinafter menlonted plan of lots, the place of BEGINNING. BEING Lot No. 39 as shown on a certain subdivision plan of lots entitled "Greenfield Residential Developmen" (Phase One) as recorded in the Office fo the Recorder of Deeds in an for Cubmerland County, Pennsylvania, in Plan Book 66, Page 69. BEING improved with a townhouse style dwelling house known and numbered as 31 Greenfield Drive. SAID premises are conveyed under and subject, nevertheless to: (1) The building setback lines, utility easements, draiage easements, and interesetin sigh triangles as applicable, If any, as more fully shown, located and defined on the above mentioned plan of lots. (2) Buyer Seller cdpllon Debit Credit Debit Credit ~wlbCredlUDebite xarad sales price 5192,000.00 $192,000.00 sposN a Earnest Money SB,DOD.Oo onset massy retained by Lewis E. &ugelt end Rile E. Burgett sMmed es pfaceeds (56.000.00) fallelle NO CountyRwp. Taxes 9120/2010101?13112010 ~ E494.1811'ear 5138.10 $138.10 110-11 Scholl Taxes 9/20@010 b 6130!2011 @ $1,899.72/year E1,472.93 51,472.93 :ply b Inspeclien to Lewis 8 Rha Burgdl ;2,1100.0(1 $2,ODD.00 nmfuions .1,520.00 b Ke9er Vv110ams d Central PA >rrlydssion paid at Shclement $11,520.00 okedService Fee to Keller Williams d Cenual PA 5225.00 $225.00 s Chagges olery lees to Sheri Mall-Moller 575.00 ;15.00 $15.00 wners coverage 5192,OOD.(10 Prmnium 51,319.75 to Pinnacle Land tsler, LLC (Old Repudic National TiOe Imurarxe Company: $191.81) 51,318.75 ndorsemml(s) to .Masemenlls) b +gess delivery service lees w Pinnacle land Transfer, LLC 520.00 $20.00 remment Recording and Transfer Charges ecording lees: Deed $62.00 $62.00 amry tazlstarlps: Deed 51,920.00 51.920.00 late laxlslamps: Deed $1,920.00 57,920,00 dlGonal Settlement Charges lilhy Fees 7/1- 9120110 to South Mlddlelon Township Munidpal Autiwr9y E97.58 Nurnher: KWC29535 1 012 17.58 7,010 CamlyRwp. Taxes to Roberl Calrns, TC 5484.18 (POC E494.18 Seller) 201047 Sehod Taxes IdRohert Ceirns, TC 51,899.72 (POC ,899.72 by Sefar) Hama Warranty b American None Shield $395.00 rhla 5187,171.70 50,000.00 516,172.59 5193,611.03 Balance Due FROM Buyer: ;189,171.78 Balance Due TO Seller: ;177,438.45 APPROVED AND ACCEPTED IOYER(5) q ~ ~ ~/ EttER(SJ_ q ~~ L~.'~•o'~. <~ /6 ,(.ULf/i~sr.U/1 "'L 1" 7 X'~~.a_I % t7 ~.~--- EWIS . &IRGETr 1 / ~- ~ Tr1E ESTATE OF RGOEOT A. AOAALS y~tL2_ ~/FLU' C.Q~l r~~- lu E aTixzGETT ~ ETT ENTCOORDI9.~A OR ~~ I1,~- =R >\ ~ bd weaMmrer r Number KWC29535 2 d 2 wwwwwirwww vi ~ ~ Ir v (1 nn nn fin (~ O D D 0 0 0 Iv k .1:. IJ N IJ N k V IJ r IJ IJ IJ W W J~ k u o, v~ .I V V .I Cn ui in N .l .l V cn ~n O m w .4~ W V ID N Co (l rt ~IOVV.Iau,v.l~~lr~wcna~~o.I:..aNOOm.u ID tD •J V V a'- 01 W W O .4~ tD lO r O~ W O~ IJ O ~ O~ IJ In V OJ N W Ul Ut .A O~ O~ V V U~ O V V O~ O~ lD O V1 07 O O~ Ul V O lp al V N O O tD tD V r W r V V Co O~ N Co O~ r O7 .1.> .L:. 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Calculated Value of Yom' Paper Savings Bond(s) http:/!ww w.U eusurydirecLgov/B C1SB C Price Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 03/2010 Total Price Total Value Total Interest YTD Interest $150.00 $961.52 $831.52 $6.48 Bonds: 1-3 of 3 Issue Next Final Issue Interest Serial # Series Denom Date Accrual Maturity Price Interest Rate Value Note C13306525EE EE $100 10/1980 04/2010 10/2010 $50.00 $271.80 4.00% $321.80 C4611787EE EE $100 OS/198D 05/2010 05/2010 $50.00 $278.24 4.00% $328.24 C4611319EE EE $100 02/1980 02/2010 $50.00 $281.48 $331.48 MA Totals for 3 Bonds $150.00 $831.52 $981.52 Notes NI Not Issued N~ Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earning interest I of ] 4/8/10 1:SJ PM .---,. ~ lv0 Sher cis saki E z _ f. ~ ~ A r D G ~ OK ' Ao ~'P L ~ °_ ~ ~ ~ F. ' o ~~ I ~ ~ ~. 1 D~ a. ~~ ~ m o m n r p~ ~ V z ~~+~~,\I ... I ~ ~ C m ~ ~ ~ "~ r ~ ,! ~ r `jJ I`; -- $ ` ~ R~ .. . ~ ~~ W m o i i ~ R ~ In i~ m `r.' \ ~ , ~ w J` ~ ~ ~ I ' I, D ~, 1 t:r. I ~\ G ~~ . ~: ~~ r `~~ ~ r, I~' h. `'~.. ~ h r I n ~ N ~ ti'~h, I•. 4 i i ~~~ 1 [ i ~i ~ o + ..i nti . r;. ' r .; .~~, I . ~ •~ ~ I F~ \ ~ ~~ ~ I yV , :, ' ~ ~ I ' I ' ' I,; - ~ , "~: r „ ; of '.~ k m +~•; A ~~ ,~ H rv. ~~ p ` '/~ W ~'3 ~~ ~ g~"_` ~ (J ~ n ~ O 485C10D4:LQN6 REV-385 EY, (1-D7) SAFE DEPOSIT BOX INVENTORY PA Lklpadment of Rovonuo PLEASE USE OR16tNAL FORM ONLY Social Security or peach Cortlflcatt Num ber Dale of Death County Code Year Fllu Number ^'lM/l t .1. 1 /-III / Y,1 1 r 1I /1 ^///~ l/Vl r~ / 1 l l~~ ~J ~~ ~I (~ 1t 111 I~ ! ~ I M~/y' fI '•,^aI~R IX I (rry1{; , ~I V~ l~ ~ ~ ~,I I ~~ ~~Y ~ 1~ T/ lI~ -i.I.'' { ~~~ ~ ~ ~1~ ~ ~~ ) l.Tt~'\'~G~~P'.Tr,r.t.•~ y ~/t ~~ /yq 1 I '/ ~4 ~ ~t~ l ^ . l ~ [ I I 1 :Ww~V ` )..YN... .Y' ^I.1 ~41.'/l\' Y't•}M,.nM L., ...T ~ICIt...- Dc~codont's Last Name I M'IMtJI!1. Y.f...q.l.•:. '.tM I.,TT' ~ ' -U Suffix , Iww•~I h~ First Name I ` ( , ( : ... i. l .~..4',~M I A.N w1/ M1 -+rnrn'n}v-~m+t r~ rr•-.7 Kwn',:M,x~x•t~-r-mr.r-,'.I+Invr^rr-'~1 (•• ^-n-xrn.~-•l ;t;A 7111~~; sl~ `i ~ i~ ~i i i f ~ 1 ~ ` ~+ I 1I ~ ~ _ r.~- ••n ^n~-t-y;f { ~I ti n ~~~`~i~71 / If Ij '? ( .. .T.~+~I ~ewr. El II 1 ~1" ~' ?~ 1 { ftYrll~' 1F ~:~L'r /11"Ll..;iTwrT {. v. kl'Llf"~§.'w h_^~ 'al Jlr"'.:/ /~Ir;,!1 Y"Itf+"r~'Mdlf ~1 :J .. L ^.Y. 'I, .. n. i}hT ~-, 1'iT 11 a=i4[TY~ II Y+/n1~~~! A61;7RESS OFD C[DENT 9TREE?. ~ r ~ ~~ lC1T - ~ ' COU E: j~TATS: } 7i/Y~ ^~~ ' ) ~ f~i}~l CY ) fit' (:t.-1'~ ~ 'l! l ~ ~ , 1 f~~' I. l "..l.~.J I NAME ANp ADDRESf'i OF PER~r N REODESTING THE OPENING OF THE SAFE DEPO5r1 BDX NAMEr JS GL~1 LS ~ ~ L~/ r,,.~ ~-w^ .-J-~' ~`> ~ STREET ADDRESS: ~ 1 , cITY rATE. zIP coDE NAME, ADDRESS AND RELA7f6pSHIP (IF ANY) TD DECEDENT, OF PERSON(S) PRESENT AT THE BOX 01'ENING a. NAME; d / RELATIO~HIP: STREET ADDRESS: CIT S TE: 7_IP LODE: I b. NAMC: ELATI NSFIIP•~ STREET ADDRESS: / 1 / gITY: TE: ZIP CODE: i c. NAME: RELATIONSHIP: / ~ ~ STREETMDRE59: CITY: STATL--: ZIP CODE: 1 i i i I NAME AND ADDRESS OF FINANCIAL INSTITLfTION WHERE THE SAFE DEPOSR BOX IS LOCATED ! NAME: STREET ADDRESS: /1 I _ ff CITY: ~t~ STATE: ZIP CODE: '~ ~ w . { :~~; Sri ~-;--- /~_ UV('~ (4 ~ l~ - f Gi ___ ! . j~, r 7 ;~ NAME F PERSON MAKII~~ LAST ENT Y ~ pATE AND TIME OF LAST ENTRY ~ ~ ~ ~ DAT~ pF CONTRACT TO RENT BOX ' Nl1M~R~F ~x t ~LE,UNDE,R~WH~H 8iX 15 REGi~RED NAME AND ADDRESS OF PERSON(S) HAVING-LA.JIGGESS TO BOX 61.L/ l/I ~ j n. N_AN~1:: I b. NAME: ,~° I l ~ ~ U L~ l,~Y,~~t~.a,. _ ~~-~' ~,~~ ~ ,tom, STREE -ADDRESS: STREET ADDRESS: , ~fT~. L i / .~ / i_ 9TA7~: ZIP CODE: CI J_ 1 i / /) STATE: ZIP CODE: ,~ NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY I ~ / ~~ I WAS A WILL IN THE BOX7 ^ YES ~NO Ii yos, a. Darn at wIIL• 6. Noma and addross o/ pnr~nnel rnprneentatlvo, if namnd In tho will ., NAME: STREETADOREBS c. Namn and addreae of altOrnBy, If Tny NAME STREET ADDRESS 48500D41D46 CITY: GIrY: STATE: 21P CODE: STATE ZIP C.OD[: 48500D41046 a f'a9Pu..-_. of _. " REV-485 EX ~f''~~~ ~~~~ti71~ ~'~~ ~1~ V ~Pi6~VLt i r~or~~ (1} Gash: Report total only (2) Stocks: List in detail every common or preterred cartlFlcate. warrant or other nyhts found In box. Stuck, are to bo daslgnaled by name of company, certificate number, data of curtificplo, namo in which Stock IS registered, end number of shares and class; of stock. (3) ObtlgBtionS of U.3. Govornrnent: Number or Items, dAte of Issua, face valuo, names In which registered pnd type of ownership, L~., IDmtly held, payable on death, eta (4) Bond9; Deslgnata by name, amount, serial number, or other designption (Bearer Bonds) (5) E3pnk and Savings and loan Passbooks: St9te name Df depositor, number of book, last date appeprlnp fn book, nzlme of bank pnd branch, and balance. (6J Jewelry, Cnlns, Stamps, Manuscripts, otc: List and describe as fully as passible. {T) Deeds, Mortgages, Current Insurance Policies or other ovldonces of Indabtodness: List end describe pc fully as possible. (8) All other contents. (9) Return completed form to: DEPARTMENT OF REVENUE INHERrrANGE TAX UIVISION i'U BOX 280801 HARRISBURG, PA 1712fl-0607 I I em ITEM DESCRIPTION i../ I Gf.A/L'L~tii Gl".~ ~l.~iC.(5:.. Y~ Yl/..L/L.C '~I ~~fY ~. a y ~~f ~,-~.~ ~ l.e~< , ti ~~._~~~ r~ i~ ~ ,t V ~ /d A.J ~ A ~ ~ ~ii .., r, d ~~.A L..L,11 f~ n~Ir. ~.~ li. n (/J 1~l/~/.~1 ~~iL ~7 ~~s~ /'+_ ~.i~ r. I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD Is F EF2SUN RECEIVING COPY OF pCORREC7 AND COMPLETE TO THE aESi' OF MY KNOWLEDGE ANA RE?LIEE. SAFE pEPOSIT BOX INVENTORY; SI 1lRE _ _ r\ Ill / ~'~~ SIGNn7URE ~ RRI Nunn[ ~ - ' PRINT NAME AND cneac nPPRpPR1ATE 90x eELOw~ PRINT TI7lF. ~ VDATE CHECY. APPROPRIA7[OOX~ ~ - J _ ;_j Execulpgtnx) ~ ndmlmetretorltrix) ~~~ ,,J / ~ ~~ ~ I ~ ~ V` I L•) ~ ~ EBlela Reprpeanlnllvn ~~ Jplnl rnvnu~ of 9PIn enporll box i NOTE: Attach a~dltlonal B'li' r. 11" sheet(s) if nos®ssary or use duplfeates of this page of form. I Tho Department Is authorized by IekS 42 U.S.G. §405 (c){2)(C)(Ij, !o requue disclosuro of Social Security numbers In cannechon wAh edminlslenng stale tez.law;. The Oepsnmenl uses the Socal Security nurnhor b identify the deeadcnt and oersonel reprosontahves o' the 9slete Tho GommvnwepUh may also use the Intormatlon In exchang:: of tax inWrmallon agrapmonL; velUl federal and local taxing autlmrlties. Tree stele law prohibits the Commonwealth's perJOnnol from dlsdosing Con}Idenlial tar. mlorrnalion Bxcepl for ofliclal purposes. _ __ _ _ I 0 0 0 0 0 0 0 0 0 0 0 O O O O M *- r N r 1~ T O N r r T 0 0 0 0 0 0 0 y 0 0 0 0 0 0 0 0 0 0 0 ~ 0 0 0 O C'7 r r N r 1~ ~- jp N r r r 0 0 0 0 0 0 0 T r r r r M r T N r P T y CD CO CD M I~ h O N M~ ~ w ~ N M d' V' ~ ~ (O CO f0 t2') R O W O O O O O O m m 0 N p T T T T T r r T r r r N ~ ~ O Q U x ~ m ~ EI O r.+ .N _ ~ O ~ ° o~ ° ~ ~ ~a u ~ a o . ), O Q ~"' r M t!7 r ~+ ~ 4~ ~ ~ ' ~ i ~ ~ jp l! ) O O 67 to m O O W > r r r T r N M N y N T M ct N •+ N N N N CO lC 00 O) m m m Q T r r r r ~ ~ T ~ r ~ O T T 0 ~ OO t 0 N N NI O' N N N O O N N r r N O O O ~ ~O N U U w ~ O a ~ ~ U ~ ~ ~ I - f - - ~ , >> ~ o O fA y H ~no~no u~u~o u, o o o N O N LL) N ti Ln N O 00 ~O 0 0 0 0 0 0 0 O N ) N ~ N N N N N N N N N ~ ~ 0 0 0 0 0 0 0 O 00 CO r r T N r N r M N T M ~ Ln d' ~ tC) CD 1~ O r M M O O V O M M M M M ~t V' V' CO CD O O T T O.O O O T T T T O O O T T T m T Q) T O T L Q ~ ~ O ~ ~ `- (n 7 ~ 0C L D 'L N- L j 0) ~- f0 0 U .N. .Q ` ~ n iii = C~ a cn c r r r W r r .. O W W r Q'~ O r .. r 0 a~ r m a a `o' t 2 m y ti 5 m b 3 5 0 ^h h ~` w., ooh ~x ~m c~~a ~~~ (/! m t/) m !t'~, prnm r -+ D ,,,~ v A D rn 0 3 0 N 07 7 a N X~ C 7 a ~. -n m ~a _T 0 G 61 a 0 O m fi m D e ~d y a ~ y1 Apo ~ by da ~, k ~ ~ b v,w~ ~ ro ~ o n ~ o Lo. ,~ a p~3 ~~~~ v~~'m D ~i y 9 N ~ F N 0 W Q A Im O p ~~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888)502-4349 Fax (302)934-2955 Mazch 16, 2010 Saidis, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 Re: Estate of: Robert Alton Adams aka Robert A Adams. Social Security: 189-09-4653 Date of Death: February 22, 2010 Dear Sir or Madam: ~q,~.~ Per your inquiry, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type ofAccount Checking Account Account N~unber 400092 Ownership (Names o,~ Robert A Adams Opening Date 09/01/67 Balance on Date of Death $ 45485.80 Accrued Interest $ 0.04 Total $ 45485.84 Please be advised, there was a safe deposit box found for the above decedent at the High Street Carlisle branch, box # 4066. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbu>;sement of funds, etc., please contact our High Street Carlisle branch, l West High Street, Carlisle, PA 17073 Call #717-240-0536. Since'~rely,'' ^~ 1~ D,~-~~' mua.~c.~~~/ IS Nofissa Sears CC/J Adjustment Services Money Market Account Summary hops://wwwsite-secure.com/cgi-bin/cgigb3.exe/sovbank/ZhoZ.., Money Market Aowunt Summary » dose Window ~ » PrMt Window Account Number: 1674061773 Current Date: 03/30/2010 Summary Information Available Bskuica ;10,913.97 Ledpm'aalance $10,913.97 Tedayy DaPalts ;0.00 lecher Bslanae u m 03/29/2010 TOday's Wkhdnwsls ;0.00 IJat Depwit 510,000.00 Inbralt Acauad TbN Statement $1.44 Wt Dapoaft on 10/17/2006 LMereet Pakl YTD 312.56 Bekmoa last 6tabement ;10,913.97 Inhereet Paid Last yaer ;109.19 Lest 6btemeM Date 03/17/2010 Matt seetama~n Date 04/17/2010 Posted Activity Date ~~y ~~~Depwib Wkhdravrak 6alanea INTEREST ;10,913.97 03/17/2010 CREDIT 53.69 INTEREST ;10,910.28 02/17/2010 d~DIT ;4.09 1 of 1 3/31/10 12:11 AM Checking Account Summary hops://wwwsite-secure.com/cgi-bin/cgigb3.exe/sovbanklZhoZ... CbadtinB AcoouM Summary » Cbse Window I » Print Wflldow Account Number: 1671018028 Currant Date: 03/30/2010 Summary Information Available Bahnw #203.57 Lodger Baknn 5203.57 Today's Dapoaih 50.00 LAdpar Bakna as of 03/29/2010 Todsy's WNhdrowak ;0.00 last OapoNt #1,517.57 IMArast Accrued Tbk Statanumt ;0.00 Laat Deposit on 12/27/2005 IrMereaL PaM YTD 50.01 Balenos Last Statamam 5203.57 IMAM Pald Last Teer #0.06 last Statement Data 03/17/2010 Neat SfstemaM ate 04/17/2010 Posted Activity Date Acki~Y DepoaitA Wlpdrorrols Balance DASaiption INTEREST 5203.Si 02/17/2010 CREDIT 50.01 of ~ 3/31/10 12:08 AM SUMMARY APPRAISAL REPORT PERSONAL PROPERTY of Personal Property of the Estate o, f.• Robert Adams, deceased Date of Death: February 22, 2010 31 Grreenfield Dr. Carlisle, PA 17013 Ni&T Barlk Safety Deposit Box 1 W. High St. Carlisle, PA 17013 Clients: Thomas W. Adams, Executor Adams Family Jim Flower, Esq. Effective Date of Appraisal: Date of Death (d.o.d.) February 22, 2010 .,Date of Repor. t: April 11, 2010 by: 3Ibis Arjrvaisa~ Services z¢SN. HattoverS~ P.o. BOx'2¢ Garlsle~ PA 17oz3 (717) 243-3474 info@ibisapprsisals.com w~r~ :rbisapptaisals. com ~bis APPraisal Serviccs Page ~ of 29 TABLE OF CONTENTS Table of Contents 2 Appraisal Scope of Work 3 Appraisal Extraordinary Assumptions 4 Appraisal Hypothetical Conditions 4 Appraisal Summary 5 Digital Photograph & CD-ROM Instructions 6 Personal Property Listing ~ Appraisal Summary (Copy) 22 Glossary 23 Appraisal Certification 24 References 25 Privacy Notice 27 Statement of Qualifications 28 ~6is A~~raisa~ cjervices Pape Z o~ 29 APPRAISAL SCOPE OF WORK I hereby certify that, upon the clients' request for the appraisal of the estate personal property of Robert Adams, deceased, 3 ] Greenfield Dr. Carlisle, PA 17013 & M&T Bank, Safety Deposit Box, 1 W. High St. Carlisle, PA 17013, that I have appraised the estate personal property to determine the Fair Market Value for the purpose of the estate. The effective date is, as of, the date of death (d.o.d.) and reported on November 3, 2009. The clients in this estate appraisal are Thomas Adams, the Adams family and Atty. Jim Flower. The intended users of this appraisal are Thomas Adams, the family of Robert Adams, Atty. Jim Flower and any other person(s) authorized by the executors, executrixes and administrators of this estate. The date of inspection was April 02, 2010. I have personally and physically inspected the listed persona] property. The personal property was found to be in good to excellent condition, unless otherwise noted. The china, silver and crystal were appraised as assemblages, rather than piece- by-piece. The information and values contained in this report are based upon my experience as an appraiser and other reliable sources using a Sales Comparison Approach to determine Fair Market Value. [Fair Market Value is used in divorces and estates in the state of Pennsylvania.] A mazket data analysis with comparable sales transactions was used to reconcile the quality and quantity of data. Values are reported piece-by-piece, and/or as a whole. All values reported have been determined with consideration to the condition of the item, market conditions, and salability factors. All analyses, notes and paperwork are found in the workfile. -is A~~raisa~ lv~ssa L~Ldne~h~ C.A. ~irector ~~is A~~raisal`rjervices Page 3 0~ 29 APPRAISAL EXTRAORDINARY ASSUMPTIONS c~2 An Extraordinary Assumption was made that the gold content of the gold bangles was properly identified. c~a An Extraordinary Assumption was made that the Krugerrand is authentic. APPRAISAL HYPOTHETICAL CONDITIONS c~a No Hypothetical Conditions were used in this appraisal. ~~is A~~raisa~jervices Pale 4 0~ 29 APPRAISAL SUMMARY It is in my opinion, that as of d.o.d Apri] 11, 2010, the Fair Market Value of the personal property of Robert Adams, deceased, 31 Greenfield Dr. Carlisle, PA ] 7013 & M&T Bank, Safety Deposit Box, 1 W. High St. Carlisle, PA 17013: (Eighteen Thousand Three Hundred Forty Dollars and Zero Cents) ($ l 8,340.00) pis Appraisal C.A. ~lyecto~v The report must be read in its entirety. The Appraisal Summary ONLY is not the appraisal report. ~bis /-~~~raisa Services age 5 0~ 29 DIGITAL PHOTOGRAPH & CD-ROM INSTRUCTIONS Ibis Appraisal Services has provided you with a CD-ROM that houses al] of the digital photographs of all of the items appraised. The CD-ROM also contains a saved copy of the appraisal report. This CD-ROM may be kept with the paper copy of the appraisal report or kept off-site, such as a safety deposit box. The photographs are saved in the JPEG picture format, meaning that all of the file names end with a ".JPG". The file names correspond to the written appraisal report's Corresponding Photograph File that is included at the end of each item appraised. Getting started with your CD-ROM 1. Insert the CD-ROM into your computer's CD-ROM Drive. If you do not have a computer or access to a CD-ROM Drive--a copy store, office supply store, or public library will be able to help you view and/or print your pictures. 2. Your computer may contain one or several different software programs that will allow you to view your pictures. Examples of these programs are Draw, Photo Editor, Picture It! Express, Photo Suite, My Photo Center, Photo Studio Lite, Photo Shop Pro, Picture CD, or Photo Deluxe. The program that is included with a digital camera is another way to view icP tures• • Select the program for viewing photographs and open the program. 3. Click FILE, and Click OPEN. 4. Use the Pull-Down, "Look in" Menu and select the D Drive (D:) or whichever drive is designated as your CD-ROM (sometimes this may be the E Drive (E:) on your computer). ~ NOTE • Your CD-ROM Drive is designated with a small CD-ROM graphic Icon or a cartoon representing the drive. • The drives of your computer can be found under My Computer section of the Pull-Down "Look in" Menu. Common Drives are: A Drive (floppy disc drive), the C Drive (hard disc drive), the D Drive (CD-ROM Drive), and the E Drive (sometimes CD-ROM Drive; sometimes an external drive, like a CD-ROM Writer, Zip, or Jazz Drive). 5. Double-click on the photograph you wish to view. his A~~raisa~ Services ~a~ee l o~ 29 PERSONAL PROPERTY LISTING Location: M&T Bank, Safety Deposit Box, 1 W. Hi h St. Carlisle PA 17013 1 , _ " Rma. Emerald and diamond ring. One ladies 14k white $7,725.00 ,~ ""' "°"" ° gold diamond and emerald fashion ring. This ring '°" ~"`" contains (1) eight prong set emerald. One each side of this center gem is (1) eight prong set Old European cut diamond. Each gem is set in an antiques style filigree ~~ head. The shank is a finger fit styles, size 9 '/z. '.: Emerald Details: Shape & Cut: Rectangular Faceted Measurements: 9.10 x 8.68 x 5.45mm (approximate) Weight: 3.Olcts. (estimated) Color: Deep bluish green Diamond 1 Details: Shape & Cut: Old European Measurements: 6.50 x 6.40 x 3.95mm (approximate) Weight: 1.26cts. (estimated) Clarity: S1 Color: H-I Diamond 2 Details: Shape & Cut: Old European Measurements: 6.80 x 6.40 x 4.20mm (approximate) Weight: 1.28cts. (estimated) Clarity: S1 Color: H-I Mounting Details: Metal content: 14k white gold Condition: Very good Setting technique: Prong set Corresponding Digital Photograph Files: img 5462 & im 5463. 2 Bangles. Two vintage gold-filled ladies bangles. $60.00 Corresponding Digital Photograph File: img 5465 jpg ~6i6 Appraisal ~jervices Page 7 of 29 3 ~ ` '" " Banale. Vintage 14k yellow gold ladies bangle. 2'/8" x 2 $200.00 3/8" X 1 '/4". Corresponding Digital Photograph File: img 5466 jpg ,, 4 Banale. Vintage 14k yellow gold ladies bangle. Made in $200.00 Italy. 2 3/s" x 2'/z" x 3/a" Corresponding Digital Photograph File: img 5468 jpg 5 Coin & Chain. 1978 Krugerrand 1oz gold coin in 14k yellow gold bezel with 14k gold rope chain. Chain is 24" $1,500.00 long. Corresponding Digital Photograph File: img 5469 jpg :, 6 rrin .Pair of screw-back pearl earrings. Each earring has four graduated pearls. Pearl sizes in millimeters $75.00 Corre ondin Di 'tal Photo h File: im 5472. ' 7 Chain. Twentieth century 14k gold-filled chain. Chain is $10.00 9" long. Corresponding Digital Photograph File: img 5474 jpg 8 Necklace. Pearl single strand necklace with 14k yellow $45.00 gold clasp. Pearl sizes in millimeters (mm): 3 ''/z-7. Necklace is 17" long. Corresponding Digital Photograph Fide: img 5476 jpg Location: 31 Greenfield Dr. Carlisle, PA 17013 9 Chest. Large twentieth century tiger oak oriental chest $375.00 ~ F with two doors over two drawers. Location: Front Bedroom. Corresponding Digital Photograph File: img 5477 jpg ~bis APPraIBa~jervicee Pagc 8 of 29 10 blanket Chest. Vintage nineteenth century red painted $100.00 Pennsylvania pine blanket chest. Location: Front Bedroom. `., Corresponding Digital Photograph File: img 5478 jpg 11 ~. Twentieth century walnut bow-back Windsor-type $40.00 arm chair. Location: Front Bedroom. Corresponding Digital Photograph File: img 5479 jpg 12 bedroom Suite. Twentieth century hardwood bedroom $125.00 suite. Suite contains one double bed and one end table. Location: Front Bedroom. ~.. Corresponding Digital Photograph File: img 5480 13 Coat Hanger. Twentieth century cherry Arts & Crafts- $55.00 style free-standing coat hanger. Location: Front Bedroom. Corresponding Digital Photograph Fide: img 5481 jpg 14 Lamy. Twenrtieth century alabaster table lamp. $30.00 Location: Front Bedroom. Corresponding Digital Photograph File: img 5482 jpg ~bis A~~raisaljervices Page 9 of 29 15 Embroideries. Set of four framed and matted oriental bird $65.00 embroideries on silk. Location: Foyer. Corresponding Digital Photograph File: img 5483 jpg 16 Corner Table. Twentieth century mahogany drop-leaf $45,00 corner occasional table. Location: Foyer. Corresponding Digital Photograph File: img 5484 jpg 17 1 Table. Twentieth century decorator hall table with $275.00 marble top and three drawers. Maker: Fine Arts Furniture. Location: Foyer. Corresponding Digital Photograph File: img 5485 jpg 1 g Mirror. Twentieth century exotic wood decorator wall $40.00 mirror. Location: Foyer. Corresponding Digital Photograph File: img 5486 jpg 19 u er. Twentieth century oriental carpet runner red $100.00 field, tan border and paisley motif. Location: Foyer. Corresponding Digital Photograph File: img 5487 jpg ~bis A~~raisaljerviccs Pagc i o of 29 20 Pi re .Two twentieth century Japanese carved wood $100.00 and painted pictures. , Location: Living Room. Corresponding Digital Photograph File: img 5488 jpg 21 Tab .Twentieth century cherry drum table. $45.00 Location; Living Room. Corresponding Digital Photograph File: img 5489 jpg 22 Chair. Twentieth century plush wingback chair with $150.00 chinoiserie fabric. Location: Living Room. Corresponding Digital Photograph File: img 5490 jpg 23 ~ Chair. Twentieth century plush wingback chair with $125.00 chinoiserie fabric. Location: Living Room. Corresponding Digital Photograph File: img 5491 jpg 24 Table. Twentieth century cheny drop-leaf occasional $65.00 table. Location: Living Room. Corresponding Digital Photograph File: img 5492 jpg ~6is APPraisa~jervices Pagc I 1 of 29 2$ Pocket Watch. Elgin gold-toned open face pocket watch. Year: 1892. Size: 18s. Grade: 73. Jewels: 7j. Serial $60.00 number: 4899874. Location: Living Room. Corresponding Digital Photograph Files: img 5493 & img 5495 jpg 26 Tall Case Clock. Vintage nineteenth century tall case clock with broken arch bonnet, pillar finals, painted tin $2,000.00 face. Face is signed: S. Thomas, Plymouth. Maker: Seth Thomas. Location: Living Room. Corresponding Digital Photograph Files: img 5496- img 5498 jpg 27 Chair. Twentieth century exotic wood chair with plush seat and caned back and sides. $35.00 Location: Living Room. Corresponding Digital Photograph File: img 5499 jpg 28 Coffee Table. Twentieth century cherry coffee table. $20.00 Location: Living Room. Corresponding Digital Photograph File: img SS00 jpg 29 Chair. Twentieth century hardwood side chair with plush $20.00 seat and caned back. Location: Living Room. Corresponding Digital Photograph File: img SS01 jpg ~bis APPraisaljervicee Page ~ 2 of 29 30 w"''"' End Table. Twentieth century cherry open-front end table, $35.00 Location: Living Room. Corresponding Digital Photograph File: img 5502 jpg 31 Corner Cupboard. Twentieth century cherry corner cupboard with open top over two doors. $175.00 Location: Living Room. Corresponding Digital Photograph File: img 5503 jpg 32 Santa Collection. Collection of modern and vintage Santa figurines. $400.00 Location: Living Room. Corresponding Digital Photograph Fide: Santa jpg 33 Dish. EAPG (Early American Pressed Glass} Amberina pedestal candy dish with lid. $15.00 Location: Living Room. Corresponding Digital Photograph File: img 5504 jpg ~bis A~~raisaljcrvices f'a~c i 3 of 2g 34 Hutch. Twentieth century cherry china hutch with four $225.00 doors over three drawers over four doors. Location: Living Room. Corresponding Digital Photograph File; img 5505 jpg 35 in in .Twentieth century oil on canvas painting. $30.00 Artist: Guisini. Subject: Lemons. Location: Living Room. Corresponding Digital Photograph File: img 5507 jpg 36 Paintin .Twentieth century oil on canvas painting. $30.00 Artist: Guisini. Subject: Oranges. Location: Living Room. Corresponding Digital Photograph File: img_5508 jpg 3'7 ~ _ Fruit Set. Vintage early twentieth century hand-painted $30.00 china fruit set. Set includes fruit bowl and five berry bowls. Maker: Germany. ~,,._ , - Location: Living Room. _ - Corresponding Digital Photograph File: img 5509 jpg 38 Glassware. Collection of clear EAPG (Early American $150.00 Pressed Glass) pieces. Location: Living Room. Corre ondin Di 'tal Photo h File: im 5510. ' 39 Cake Stand. Clear pressed glass square cake stand. $85.00 Maker: Fostoria. Pattern: American Fostoria. Location: Living Room. Corresponding Digital Photograph File: img 5511 jpg ~bis A~praisaljerviccs Pago ~ 4 of 29 40 ~. Twentieth century cherry drop-leaf dining table. $200.00 Location: Dining Room. Corresponding Digital Photograph File: img 5512 jpg 41 hit .Set of eight black stenciled twentieth century $320.00 plank bottom Hitchcock chairs. Location: Dining Room & Kitchenette. f::i.,, '. Corresponding Digital Photograph File: img 5513 jpg 42 Green. Twentieth century four part hand-painted $200.00 Japanese screen, ` Location: Dining Room. Corresponding Digital Photograph File: img 5514 jpg - 43 China Service. Twentieth century service for twelve $300,00 china. Maker: Royal Stafford. Pattern: Burgundy. Service '`J, 4. includes: ' 12 dinner plates `l 12 salad plates 12 dessert/bread & butter plates 12 cups & saucers Serving pieces Location: Dining Room. Comes ondin Di 'tal Photo a h File: bur , 44 Candelabra. One sterling silver convertible five-arm $80.00 candelabra. Maker: Alvin. Location: Dining Room. Corresponding Digital Photograph File: img SSIS jpg ~bis A~~raisaljervices Pago i 5 of 2g 45 Bowl. Sterling silver bowl. Maker: International Silver. Pattern: Wild Rose B 196. 1"tall, 6" diameter. $30.00 Location: Dining Room. Corresponding Digital Photograph File: img 5516 jpg 46 Silverolate. Miscellaneous silverplate serving pieces. Location: Dining Room. $40.00 Corresponding Digital Photograph Files: img 5517 jpg 47 Dinner Plates. Set of eight dinner plates. Maker: Royal Norfolk. Pattern: Unknown. $25.00 _ ~ Location: Dining Room. Corresponding Digital Photograph File: img 5518 car .. img 5419JPg 48 Punch Bowl & Cuvs. Hand-painted and enameled punch bowl with eight cups. $45.00 Location: Dining Room. Corresponding Digital Photograph File: img 5520 jpg 49 latter. Clear pressed glass platter. Maker: Fostoria. pattern: American Fostoria. $30.00 Location: Dining Room. Corresponding Digital Photograph File: img 5521 jpg 50 Green Depression Glass. Small collection of patterned green depression glass: platter, vegetable bowl and ten $100.00 dessert plates. Location: Dining Room. Corresponding Digital Photograph Fides: img 5522 & img 5523 jpg 51 Flatware. Twentieth century silverplated flatware service with box. Maker: William Rogers. $20.00 Location: Dining Room. Corresponding Digital Photograph File: img 5527 jpg ~bis /~PPraiaal ~jerviccs Page ~ 6 of 29 g2 Table. Twentieth century green painted decorator table with one drawer. Maker; Berkey & Gay. $200.00 Location; Television Room. Corresponding Digital Photograph File.• img 5524 jpg 53 irr r. Twentieth century green painted & gold gilt decorator wall mirror. Maker: Berkey & Gay. $25.00 Location: Television Room, Corresponding Digital Photograph File: img 5525 jpg 54 m .Twentieth century pot metal decorator table lamp. Location: Television Room. $15.00 Corresponding Digital Photograph File: img 5525 jpg 55 Flatware. Twentieth century silverplated flatware service with box, Halter: Nobility Plate. $20.00 Location: Television Room. Corresponding Digital Photograph File: img 5526 jpg 56 Flower Pots. Miscellaneous selection of ceramic, wood $40.00 and wicker flower pots. Location: Television Room. Corresponding Digital Photograph File: img 5528 jpg 57 Living Room Suite. Twentieth century rattan and plush $120.00 living room suite, Suite includes sofa, loveseat and coffee table. Location: Television Room. Corresponding Digital Photograph Fides: img 5529 & im 5530. ' ~bis APPreisalrjervices ~ag~ ~ 7 ~ 29 Sg in r. Twentieth century blue leather recliner. $30.00 Location: Television Room. Corresponding Digital Photograph File: img 5531 jpg 59 / Floor Lamp. Twentieth century floor lamp and table $5.00 combo. Location: Television Room. ' Corresponding Digital Photograph File: img 5532 jpg 60 ~: ~' Floor Lama. Twentieth century floor lamp and table combo. $5.00 ` Location; Television Room. F ; Corresponding Digital Photograph File: img 5533 jpg 61 =.44:~~ ~>: Televiaion. Sony Trinitron 32" color television. Location; Television Room. $40.00 Corresponding Digital Photograph File: img 5534 jpg ~b"A~~raisaljervices Pagc I e of 29 62 Clock. Nineteenth century column and cornice burl $250.00 walnut veneer box clock with two reverse hand-painted scenes on front windows. Maker: Birge, Peck & Co. Location: Television Room, Corresponding Digital Photograph Fides: img 5535- img 5537 jpg 63 Secr .Twentieth century cherry Chippendale-style $280,00 drop-front secretary with broken arch bonnet, finial, two doors over leather-covered desk over three serpentine drawers. Location; Television Room. Corresponding Digital Photograph File: img 5538 jpg r 64 ~@. Twentieth century tilt-top bird's eye maple card $100.00 table with foxhunt lithograph applied to surface. Location: Television Room. Corresponding Digital Photograph File: img 5539 jpg 65 r "t` h irs. Two matching twentieth century cherry yoke- $70.00 " back Windsor-type arm chairs. f Location: Television Room. },; "~` Corresponding Digital Photograph File: img 5540 jpg ~bis Appraisal Services f'ago 19 of 29 66 Hutch. Twentieth century black painted china hutch with three sets of sliding doors (two glass sets and one solid $175.00 set). Location: Television Room. Corresponding Digital Photograph File: img 5541 jpg 67 Bedroom Suite. Twentieth century cherry bedroom suite. $400.00 Suite includes king bed, chest with mirror, tall chest and end table. Maker: Broyhill. Pattern: Penn Colony. Location: Back Bedroom. Corresponding Digital Photograph Files: img 5542 & img 5543 jpg 68 Lamvs. Two matching twentieth century brass student $60.00 lamps with milk glass shades. Location: Back Bedroom. Corresponding Digital Photograph File: img 5544 jpg 69 Chair, Twentieth century cherry comb-back Windsor- $40.00 type chair. Location: Back Bedroom. Corresponding Digital Photograph File: img 5545 jpg 70 , ~ ~~ Chair. Twentieth century brown leather chair with $40.00 : matching leather ottoman. ^` Location: Back Bedroom, ?:~ "` Corresponding Digital Photograph File: img 5546 jpg ~bis APPraisaljerviccs Page 20 of 29 71 Lamvs. Two matching twentieth century alabaster table $30.00 ~~ ~ < _,<,. lamps. ~,.:,.. s~°°`'~~`~ Location: Back Bedroom. Corresponding Digital Photograph File: img 5547 jpg 72 Cedar Chest. Twentieth century mixed woods cedar $35,00 chest. Location: Back Bedroom, Corresponding Digital Photograph File: img 5548 jpg 73 '"" ` ` ~~ Sewing_Table. Early twentieth century walnut sewing $10.00 table with three drawers flanked by two drop compartments. Location: Back Bedroom. Corresponding Digital Photograph File: img SS49 jpg 74 Costume Jewelry. Selection of twentieth century costume $100.00 jewelry, Location; Back Bedroom. Corresponding Digital Photograph File: img 5550 jpg Total $18,340.00 ~bis Appraisal `jervices Page 2 I of 29 APPRAISAL SUMMARY (COPY) It is in my opinion, that as of d.o.d April 11, 2010, the Fair Market Value of the personal property of Robert Adams, deceased, 31 Greenfield Dr. Carlisle, PA ] 7013 & M&T Bank, Safety Deposit Box, 1 W. High St. Carlisle, PA 17013: (Eighteen Thousand Three Hundred Forty Dollars and Zero Cents) ($18,340.00) -is App-raisa~ Services C.A. hector The report must be read in its entirety. The Appraisal Summary ONLY is not the appraisal report. ~~-iis /-~~~raisal ,Services Pape 22 0~ 2g GLOSSARY Extraordinary Assumption. An assumption, directly related to a specific assignment, which, if found to be false, could alter the appraiser's opinions or conclusions [USPAP]. Fair Market Value. The price at which a property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of relevant facts [IRS Regulation Section 1.170A-1(c)(2)]. Hypothetical Condition. That which is contrary to what exists but is supposed for the purpose of analysis [USPAP]. Replacement Value. The term replacement value refers to the amount that an entity would have to pay, at the present time, to replace any one of its assets (Wikipedia]. Sale Comparison Approach. This approach compares an object property's characteristics with those of comparable objects that have recently sold in similar transactions [Wikipedia). ~~75 AFFraisal ,~jcrvices ('age 23 ~{ L9 CERTIFICATION OF APPRAISAL 1 certify that, to the best of my knowledge and belief: - The statements of fact contained in this report are true and correct. - The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. - 1 have no present or prospective interest in the property that is the subject of this report and no personal interest with respect to the parties involved. - 1 have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. - My engagement in this assignment was not contingent upon developing or reporting predetermined results. - My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. - My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. - I have made a personal inspection of the property that is the subject of this report. - No one provided significant personal property appraisal assistance to the person signing this certification. This appraisal was based upon the following assumptions, limitations, and conditions: 1. The information contained in this report was gathered from sources considered reliable, personal examination, research of authenticity and comparable sales and/or auction prices. 2. No responsibility is assumed for matters that are legal in nature, including, but not limited to: the representation of others concerning the value, authenticity, condition, origin, or provenance of an item appraised. 3. The appraiser assumed that a normal and careful examination of the property was sufficient to determine its quality and condition and that no extraordinary examination procedures were to be utilized, unless these were specially requested and the expenditure of funds therefore authorized. 4. The appraiser's court attendance and expert testimony report, if required, are not included as part of this report. The appraiser does have the right to refuse testimony. It is the firm belief of the appraiser that the information furnished in this appraisal report and the conclusions drawn from this information are true and correct, but they are not guaranteed. Alv~ssA L. Director ~6is /-~~~raisaljervices Pale 24 0~ 29 APPRAISAL REFERENCES Alderfer's Auction. 501 Fairground Rd. Hatfield, PA 19440.215-393-3003. http : //www. al derferfinearts .com/ Antique Clocks Price Guide. http://www.antiqueclockspriceguide.com/ Art Fact. http://www.artfact.com Conestoga Auction Compan~Inc• 768 Graystone Rd. Manheim, PA 17545. 717-898-7284. http: //www. conesto gaaucti on. com/auctions/ Cordier Antiques & Auctions. 2151 Market St. Camp Hill, PA 17011. 717- 731-8662. http://www. cordierantiques. com Craig s List. http://www.craigslist.com eBay. http://www.ebay.com Erin. http://trusted-forwarder.org/cgi-bin/elgin_sn?sn=4899874&action=search Elmer Murray Auctions. Richard P. Murray. 717-790-2240. http: //www.richardmurryauctioneer. com/ Gottshall Jr., Roy Auctions. 113 Forge Rd. Boiling Springs, PA 17007. 717-258-6222. Hershey Dan Auctioneering Service. 3 Brown Rd. Shippensburg, PA 17257. 717-532-4647. Hess Auctions. John M. Hess Auction Service, Inc. 1667 Cider Press Road Manheim, PA 17545. 717-664-5238. http://www.hess-auction.com/ Norton's Antique Clock Auction. http://hortonsantiqueclocks.com/ IRS Publication 561 • Determining the Value of Donated Property. http://www.irs.gov/pub/irs- pdf/p561.pdf Mark of Time. http://www.markoftime.com/ Morphv Auctions. 2000 N. Reading Rd., Denver, PA 17517.717-335-3435. http: //www. morphyaucti on s.com/ Ocker. Carl E. Auction. 4401 Philadelphia Ave. Chambersburg, PA 1720]. 717-264-6578. http://www. kennysauction.com/ ~~is A~~raisa~jervices Pale 25 0~ 29 Pook &Pook. 463 East Lancaster Ave. Downingtown, PA 19335. 610-296-4040. http://www.pookandpook, com R.O. Schmitt. http://www.roschmittfinearts.com/ Tye's Antiques. http://www.tyesantiques.com/FeaturedItems.aspx U S TreasurYReg_ulations Section 1.170A-1(c~(2): Charitable, etc., Contributions and Gifts; Allowance of Deduction. http://www.taxalmanac.org/index.php/Reg._1.170A-1 Uniform Standards of Professional Appraisal Practice. http://www.appraisalfoundation.org Wikipedia. http://en.wikipedia.org/wiki/Replacement value ~i~is A~~raisa~ cjervices I ale z6 of z9 PRIVACY NOTICE Pursuant to the Gramm-Leach-Billey Act of ] 999, effective July 1, 2001, appraisers, along with all providers of personal fnancia] services are now required by federal law to inform their clients of the policies of the firm with regard to the privacy of client nonpublic personal information. As professionals, we understand that your privacy is very important to you and are pleased to provide you with this information. In the course of performing appraisals, we may collect what is known as "nonpublic personal information" about you, This information is used to facilitate the services that we provide to you and may include the information provided to us by you directly or received by us from others with your authorization. We do not disclose any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated third parties, except as necessary or as required by law. By way of example, a necessary disclosure would be to our independent contractors, and in certain situations, to unrelated third party consultants who need to know that information to assist us in providing appraisal services to you. All of our independent contractors and. any third party consultants we engage are informed that any information they see as part of an appraisal assignment is to be maintained by strict confidence within the firm. A disclosure required by law would be a disclosure by us that is ordered by a court of competent jurisdiction with regard to a legal action to which you are a party. We will retain records relating to professional services that we have provided to you for a reasonable time so that we are better able to assist you with your needs. In order to protect your nonpublic personal information from unauthorized access by third parties, we maintain physical, electronic, and procedural safeguards that comply with our professional standards to insure the security and integrity of your information. ~l~is ,q~~raisa~jervices I aPe 27 0l 29 STATEMENT OF QUALIFICATIONS Alyssa L. Loney, C.A. PRESENTLY Founder of Ibis Appraisal Services. Owner and Director. October 2001- Present. Responsible for the management and direction of Ibis Appraisal Services. Conducts extensive on-site and in- house appraisals, valuations, assessments, and analyses of personal and cultural property. Conducts research on al] objects considered personal and cultural property. Performs appraisals for divorces, estates and insurance. Performs in the service of law firms, banks, insurance agencies, universities, library, museums, churches, non-profit agencies and the general public. Responsible for the development of policies, guidelines, public programs, and standards for Ibis Appraisal Services. Takes an active role in promoting ethics in appraising. Works with local, state, national and international agencies to prevent and uncover appraisal and personal/cultural property fraud. Member of Institute of Appraisal of Personal Property, American Society of Appraisers, International Society of Appraisers, and Professional Coin Grading Service. PROFESSIONAL COURSE COMPLETIONS ISA Course Completions - Core Course in Appraisal Studies - Antiques & Residential Contents USPAP Completions - 2002 Uniform Standards of Professional Appraisal Practice - 2009 Uniform Standards of Professional Appraisal Practice (takes I Shr course, rather than update course) Archaeological Resources Protection Act Course - American Antiquities Act of 1906. - National Historic Preservation Act of 1966 - Archaeological Resources Protection Act of 1979 - Native American Graves Protection and Repatriation Act of 1994 PROFESSIONAL ACCOMPLISHMENTS ~ State Historical and Underwater Archaeologist for the State of Louisiana. ~ Attended the Conservation of Indian Artifacts Symposium sponsored by the Smithsonian Institution and the Tunica-Biloxi Indian Reservation, Marksville, Louisiana. Director of the West Virginia University Historical Costume Museum. ~ Research Archaeologist/ Artifact Instructor for CADW (Welsh Historic Monuments)/ University of York, England. ~ Research and Preservation Specialist for the Maryland Historical Trust. ~ ]'resented and published works for national and international organizations including the Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern Archaeological Conference, Louisiana Archaeological Society, and the Maryland Historical Trust. Ibis A~,~raisa~ `jervices Pale 28 0~ 29 EDUCATION B.Sc. Historical Textiles and Clothing, 1992, West Virginia University, Morgantown, West Virginia, United States. M.A. Archaeology, 1995, University of York, York, England. C.A. Certified Appraiser of Personal Property, 2001, Institute of Appraisal of Personal Property, York, Pennsylvania, United States. A.R.P.A. Archaeological Resources Protection Act, 2000. S.B.D.C. Entrepreneurial Series, 2001, Kutztown University of Pennsylvania, Small Business Development Center. ~l~is AF~raisa~jervices Pale 29 0~ 2~ .~ "~ smith Barney Robert A Adams 1'od Tom Adams, Jnanrt i;berle & Barbara Adams Subject To Sta'1'od Rules 31 Greenfield Drive Bi3lanCes Carlisle YA 1 70 1 5-761 1 As o'i 02/22/2010 Prepared by Cli'trles McKain/David Melz Acct No. 73H-00663.11 717 258 4363 Markel Value 'w Of Assets"' Banlt Deposits 564.749.17 7.17nio Stoclts 386,534.66 42.77 Mutua] Funds 51.617.51 5.71 CD's 397.073.16 43.94 Accrued Interest 3,677.72 0.41 Total Account Value $903,652.52 100.00% °- Wo of Assets rcllecls acmunl balances as a yercenlage of long posiUOn & cash rounded to the nnn~esl hundred W. As a result the local anay nnf equal 1 OOVb. 'IT~ird-party anti Morgan Sfanlcy research on cerlaht companies is available to clicrris of the firm al no cost. Clients can access this research at w~svsmlthbamey.wm or mniant Eactr Ffnanclal Advisor to request a copy of this research be sent to them. Investment and insurance products: Not FDIC insured •No banlt guarantee •Not insured by any federal government agency Not a banlt deposit May lose value ClUgroup Investment Reseuch's research r<tlfngs the displayed wltlnir~ Urc Research Rating column in Holdfnts. Pngc I of f _, Robert A Adams `~ smith Barney Tod Torn Adams. Joann Eberle & Barbara Adams Subject To Sta Tod Rulcs 31 Greenfield Drive Holdings Carlisle I'A 17015-7611 As of 02/22/2010 Prepwed by Cha rles McKain/Davi d Mei•L Accl No. 731-1-UU66:'~-1 I 717 258 4363 guanUty Symbol/CUSIP DescripUOn itesetvch Natln i Pric:c Msrkct ~'fflue 64,744.40 #BDP BANK DEPOSIT PROGRAM - 51.00 S64.743).17 1.979.00 "T AT(SfI' INC 2I-I 25.02 49,511.58 143.00 ALU `** ALCATEL-LUCENT ADR 1H 3.01 430.43 1,496.00 CSL CARLISLE COS INC - 34:49 51,597.04 1,324.00 CVX CHEVRON CORD 1H 72:96 96.599.09 279.00 CNICSA COMCAST CORD CL A 1M 16.19 4.517.0 400.00 GF, GENERAL ELECTRIC CO SZ 16.25 6,500.00 731.68 LMASX I,EGG MASON SPECIAL INVESTMENT - 27.33 19,99(1.89 695.00 MTB M & T BK CURP 2M 78.09 54.SU(i.S2 2,978.00 PPL PPL CORD 1M 29.33 87,34RL74 3.638.77 RYPCK ROYCE PENNSYLVAMA MUTUAL FD - 5.69 31,620.91 1,225.00 VG 'GERIZON COMMUNICAT10N5 1H 29.00 35,525.00 24,000.00 17284PE680B0 CIT BANK - UT - 1.01.15 24,27U.96 Coupon 5.1% Mature 05/28/ 10 Accrued lnt. 5285.04 40,000.00 446438JJ30B0 THE HUNTINGTON Nt1f"L BANK - OPI - 102.20 40.880.80 Coupon 4.25% Mature 10/22/ 10 Accrued Int. S577.53 50,000.00 025861'AW40B0 AMERICAN EXPRESS CENTURION I3K - 102.39 51.195.50 Coupon 4.25% Mature 11 / 12/ 10 .Accrued Int. 5599.66 30,000.00 05568PMKOOBO BMW BANK OF NOR'T'H AMERICA - U1' - 102.21 3U,661.8U Coupon 4.15% Mature 12/01 / 10 Accrued Int. S286.52 25A00.00 25469JKF50B0 DISCOVER BANl{ _ DE - 102.18 25.54d.`L5 Coupon 49~o Mature 12/13/10 Accrued Int. S202.74 30,000.00 36159CbT60B0 GE MONEY BANI{ - UT - 102.06 30.611i.8G Coupon 3.85%Mature 12/13/10 Accrued Int. S234.16 Pfl~l' :? O( G Robert A Adams "'smith Barney 1'od fom Adams. Joann Eberle & Barbara Adams Subieet To Sta Tod .Rules 3] Greenfield Drive Holdings Carlisle PA 17015-7611 As oI 02/22/2010 Prepared by Charles McKaln/David Metz Acct No. 731-1-UU663-1 1 717 258 4363 Rescsrch Rabrs Price Murlcet \~:slut• (auanuty Symbol/CUSlP Dcscriptlon - 45,000.00 795450ME20B0 SALLIE MAE BANK - UT - S 100,90 545,40~i.45 Coupon 2.25% Mature 06/ 10/ 11 Accrued Int. 5208.05 30,000.00 06740KCK10B0 BARCLAYS BANK DELAWARE -- 99'57 29.569.80 Coupon 3.25% Mature 10/ 28/ 14 Accrued Int. 5315.21 30.000.00 06740I{CN50B0 BARCLAYS BANK DELAWARI; - 99.35 29.801.40 Coupon 3.2% Mature 11/04/14 Accrued int. S291.95 30,000.00 02580VA540B0 AMERICAN EXPRESS BANK. FSB - 98.69 29.60`.1.80 Coupon 3.05'S'o Mature 11/25/14 Accrued Int. S225.62 30,000.00 02586T3R30B0 AMERICAN EXPRESS CENTURION BI{ - 98.69 29,605.80 Coupon 3.05% Mature 11 /25/ 14 Accrued Int. S225.62 30.000.00 06740KCU90B0 BARCLAYS BANK DELAWARE - 98.69 29,60Fi.80 Coupon 3.05% Mature 11 /25/ 14 Accrued Int. S225.62 Accrued Interest S3.677.7'? Total Aecouat Value $903,652.52 agc s m ro aovlsod sn r °~'~ OI ~ o ~ ~ o r ~ N Q LL ~' ~ ~: M ~ ~ o ~ ~ a~s~-+ ~. ... N 3 W N ~ O ~ ~/~ ••~ O O Y O • I~1. NN y p I~1 p ~ ^ H ~~y •~ O ~ ~ ,. gj A .i a fY. U F ~ r tJl ~ ~ 7 M 1>' ~-+' p~ ~ ~ N~ • ~ UU ~n .-, U.} ~ ~ '~ a ~ :? ~ ~ ~_ U U O U 0 Saidis Sullivan Law JOHN E. SLIKE A PROFESSIONAL CORPORATION T CARLISLE OFFICE 26 WEST HIGH STREET ROBERT C. SAIDIS 2109 MARKET STREE PENNSYLVANIA 17011 ~Mp HILL CARLLSLE, PA 17013 DANIEL L. SULLIVAN , -~~pHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 TELEPHONE: (717) 243-6222 FACSIMILE: (717) 243-6486 JOHN B. LAMPI EMAIL: attomey@sfl-law.com CAROL J. LINDSAY wwtivsfl-lawcom DEAN E. REYNOSA MARYLOU MATAS uFrt y TO CAMP HILL JASON E. KELSO November 5, 2010 Cumberland Colu:.ty Register of Wills ~ ~<- Cumberland County Courthouse ~ 102 R ~ rn d. oom One Courthouse Square, ~~ Carlisle, PA 17013-3387 ~ ~ ~' U~ ~ C `` '~ Re: The Estate of Robert A. Adams Q~,Q = . ~ N ~~ G; Dear Ms. Strasbaugh: ~ N Enclosed are two original executed copies of the Inheritance Tax Return for the Estate of Robert A. Adams {the "Return") to be filed in your office and a copy of the Return to be time- stamped and returned to me in the postage prepaid envelope provided. If you have any questions or comments regarding the return, please call. If I am unavailable, please speak with Kym Hamilton. Very truly yours SAIDIS SULLNAN1~~LAW~ ~ ~ o Ann Seker, Pa. C.P. Js Enclosures