Loading...
HomeMy WebLinkAbout12-22-10 (3) 1505610140 REV 1500 ~` ~°'-'°' PA Department of Revenue County Code Ymar File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po sox zaosDl 2 1 '1 0 0 3 4 3 Harrisbu.~ PA 17128.0601 RESIDENT DECEDENT _ _ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYYY 2 0 1 1 8 0 7 8 8 0 3 2 2 2 0 1 0 0 1 0 5 1 9 2 31 DeoedenYs Last Name Suffer Decedent's First Name ' MI POTT E 1 GER EUGENE ~~ '~, H (H Applicable) Enter Surviving Spouse's Inforrnatlon Below ', Spouse's Last Name Suffix Spouse's First Name MI i ~, po ecurdy S use's Social S Number THIS RETURN MUST BE FILED IN DUPLICA'~E iIMITH THE REGISTER OF WILLS I~ FILL IN APPROPRIATE OPALS BELOW © 1.Original Return ~ 2. Supplemental Return ~ 3. Remainder prior to 2- 4. UmRed Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Es death after 12-12-82) 0 ~~ ® 6. Deoedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Nt~ ml (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election ~to between 12-31-91 and 1-1-95} (Attach w ~" CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONflDENTUI TAX INF01 Name Daytime Te J I L L M WI NE KA 7 1 7 First line of address 1 71 9 NORTH Second line of address F RONT STREET City or Post Office H A R R I S B U R G State ZIP Code L-----~ PA 17102 n letum (date of death 3!-82) to Tax Return Required ~ of Safe Deposit Boxes rx under Sec. 9113(A) O) i'SHOULD BE DIRECTED T0: - Number 3 4 4 1 7 8 WILLS USErQI~ILY ,+-~r t°'~ N : +~,"7, ~ N _ ra ~~ c,.: FA 0 r a ~ corraspondsnCs e~-mail adaress: 'Wineka kh.coiTt Ur-der penalties of perjury, I declare that I have examined this return, inducting accompanying schedules and statements, and to the df my knowbdpe end belief, R is true, oortect and complete. Declaration of preparer other than the personal repreaentatfve is based On aN ~nformatlon of which has any knowledge. S TUBE OF PER RE NSIBLE FOR FILING RETURN ! DATE ` `n ESS V Cindy L Moyer, 550 Salmon Road Mechanicsburg 'PIA 17050 SIG OF PA R ER N REPRESENTATIVE DATE Jill .Wineka Es .1719 North Front Street Harrisbur ' ~A 17102 PLEASE USE ORIC;INAL FORM ONLY Side 1 1505610140 1.505611I01~40 ~~ J 1505610240 REV-1500 EX Decedents Spci~l Security Number De~ederrrs Name: EUGENE H. POTTEIGER 2 0 1 1' 8 0 7 8 8 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 2. Stocks and Bonds (Sd~edule B) ...................................... 2. ', 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. • 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 5 2 ~ ~ 9 7 5 • 7 7 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested :...... 6. 5'' Q, 2 5 0 • 0 0 7. Inter-Vivos Transfers 8 Miscellaneous N Probate Property S h l d G ~ ' 0 0 0 ( c e u e ) Separate Billing Requested ....... 7. . 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 5 $ ~' 2 2 5 . 7 7 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 4 !, 2~ 8 7 1 6 9 10. Debts of Decedent, Mortgage Liabilities, and liens (Schedule I) ............. 10. 21 2 9 0 • 1 7 11. Total Deductions (total Lines 9 and 10) ............................... 11. 4 ', 5 1 6 1 . 8 6 12. Nat Value of Estate (Line 8 minus Line 11) ............................ 12. 5 4 ~I 1' 0 6 3 . 9 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... 13. 4' 6'' O 6 4 . 3 9 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... 14. 4 9 14! 9 9 9 . 5 2 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a>(i.z>x.o _ 0. 0 0 15. 0. 0 0 18. Amount of Line 14 taxable at lineal rate x .oa5 4 9 4 9 9 9. 5 2 is, 2 '~ 2'', 2 7 4. 9 8 17. Amount of Line 14 taxable at sibNng rate X .12 0. 0 0 17. I' 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 ig, ' Q• Q 0 19. TAX DUE ...................................................... 19. 2 '' Z 2 7 4. 9 8 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ', ^ Side 2 1505610240 150561041,0 J i I _- _ _ _ _ - ~ REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 10 0343 DECEDENTS NAME EUGENE H. POTTEIGER STREET ADDRESS 550 SALMON ROAD CITY MECHANICSBURG STATE PA ZIP 17050 Tax Payments and Credits: 7 • Tax Due (Page 2, Line 19) 2, CreditslPayments A. Prior Payments 20,000.00 B. Discount 1,052.60 3. Interest 4. ff Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 fA request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. I i {1) '~ 22 274.98 Total Credits (A + B) {2) ', ' 21 052.60 (3) ,' (4) j I 0.00 (5) '~', II 1.222.38 I Make check payable to: REGISTER OF WILLS, AGENT ! '~~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPf~O RIATE BLOCKS 1. Did decedent make a transfer and: i Y No a. retain the use or income of the property transferred : .......................................................... b. retain the right to designate who shall use the property transferred w its incxxne; .............................. c. retain a reversionary interest; w ................................................................................................'. d. receive the promise for life of either payments, benefits or care? .......................................................' 2. ff death occurred aRer December 12,1962, did decedent transfer Property within one year of death ~' i without receiving adequate consideratiwl? ....................................................................................... ^ 3. Did decedent own an "intrust for" wpayable-upon-death bank account w security at his w her death? 4. Did decedent own ~ individual retirement account, annuity w other non-probate property, which ~' contains a benefiaary designation? .................................................................................................. I'~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT ~S PART Of THE RETURN. For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to ~r f¢r the use of the surviving spouse 3 percent [72 P.S. §9116 (a) (1.1) (I)]. For dates of death on or after Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the survi~in~spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requ re ants for disdosure of assets and filing a tax return are s611 applicable even if the surviving spouse is the only benefiaary. For dates of death on or after July 1,2000: ', • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the luse of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [i'2 P.S. §9116(a)(1.2)]. ~ • The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 4,5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent (72 P.S. §9~ 16Qa)(1.3)]. A sibling is defined, unde Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ', REV-1508 EX + (8-98) COr~AONWEALTH OF PENNSYLVANIA {NHER{TANCE TAX RETURN -- --- ,. __r _ ._ __ _. _ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER', EUGENE H POTTEIGER 21 10 0343 , Include the of IitlBation and the dafit the proceeds were received by the estate. AN property ~a~ vdth rlpht of survivorship mnst be dlscbssd on 8d~sduk F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Brethren in Christ Foundation 102,332.11 TAP Acct. No. xx93 '~ 2. 3. 4 5. 6 7 8. Brethren in Christ Foundation Certificate of Deposit Acct. No. xxxx13496 See attached letter dated 4/27/10 from Brethren in Christ Foundation providing date of death values for Decedent's TAP Account and Certificate of Deposit. Brethren in Christ Foundation IRA Acct. No. xxxx190 This asset was previously owned by the Decedent's Wife, Nancy C. Potteiger, who predeceased the Decedent on 3/8/2009. The Decedent was the sole beneficiary of his Wife's IRA. See attached letter dated 5/4/10 from Brethren in Christ Foundation providing date of death value of IRA and explanation of ownership/beneficiary status. Decedent's personal property: Grandfather clock, je{ly cupboard, shelf, 4 paintings, table lamp, clock, cement dog, bedroom suite, 3 scooters PNC Bank Checking Acct. No. xx-xxxx-8178 See attached letter dated 11/24/10 from PNC Bank providing date of death value for Decedents Checking Account. PNC Bank IRA Certificate of Deposit Acct. No. aooooooc5832 PNC Bank IRA Certificate of Deposit Acct. No. xxxxxxx5833 The two PNC Bank Certificates of Deposit were IRA investments previously owned by the Decedents Wife, Nancy C. Potteiger, who predeceased the Decedent on 3/8/2009. The Decedent was the sole beneficiary of both IRAs/Certificates of Deposit. See attached PNC Bank Statement for the period of 2/26/10 to 3/30/10 providing the date of death values and explanation of ownership/beneficiary status of two IRA Certificates of Deposit. Mennonite Mutual Aid 205,218.28 10, 585.65 2,920.00 204,483.65 1,951.33 2,444.71 40.04 TOTAL (Also enter on line 5, Recapitulat}orl} ~ ' f 529, 975.77 {If more space to needed, insert additional sheets of the same size) __ REV-1509 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBED: EUGENE H POTTEIGER 21 10 0~43I ff an asset wa: made ]olMly owned within one year of the decedents date of death, ft must be reported ion Dchsduk G. SURVMNG JOINT TENANT(S) NAME(S) ADDRESS ' RELATIONSHIP TO DECEDENT A. Gary E. Potteiger 12 York Circle I, Son Mechanicsburg, PA 17050 B. C. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FDR JOINT TENANT DATE MADE JOINT DESCR~TION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR iDENrIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH ! VALUE OF ASSET ' 16 OF DECEDENTS INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1, A. 5/8!08 Unimproved real estate located at 10 York Circle, 112,500.00 50. 56,250.00 Mechanicsburg, PA 17050 See attached Deed dated 5/8/08 and recorded on 5/13/08 I I as Instrument No. 200815808, placing title into the ~ , names of the Decedent, his spouse, Nancy C. I Potteiger, (who predeceased him on 3/8/09), and their ', I son, Gary E. Potteiger as joint tenants with the right of survivorship. ~ See attached real estate appraisal performed by Robert !, R. Jones 8~ Assocs. providing date of death value. '; ', ', I I ~I TOTAL (Also enter on Line 6, Recapitulation E ~ 250.00 SCHEDULE F JOINTLY-OWNED PROPERTY If more space is needed, use additbnal streets of paper of the same size. II ~I REV-1510 EX+ (OB-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VtVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBERI EUGENE H POTTEIGER 21 10 03~43I This schedule must be complebad and fled I(the answer to any of questions 1 through 4 on page three of the REV-1500, La yes. ITEM NUMBER DESCRIPTION OF PROPERTY ~NaupE TFE MME ~ TILE TRANSFEREE, TFEIR RELATmNSHIP TO DECEDENT Arm THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET 96 OF DECD' EXCLUSION INTEREST QFAPRICABLE) TAXABLE VALUE 1. 1999 Dodge Intrepid ES Sedan 2,760.00 100.00 , 3,000.00 0 VIN# 2B3HD5657XH514066 !, ~i The Decedent transferred title of his vehicle to his Grandson, Adam on 1R/2010, less than one year prior to his death. ~' ~ See attached printout from Kelley Blue Book providing ! ~ date of death value for Decedent's car transferred within ~ one year of his death. j 2. See attached documentation regarding the Irrevocable Potteiger Family Trust established 12/31/2007, along with the date of death value for the Irrevocable Trust. It is ~ the Estate's understanding because the Trust was I irrevocable, the assets are exempt from inheritance tax. i !~ '. I I ~~ i I TQTAL (Also enter on Line 7, Recapitulation) { ~ 0.00 If more space a needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUIiIIBEp EUGENE H POTTEIGER 21 10 03143' Decadence ds6b~ must be reported on Schedub I. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1. Peeler's Flowers; Minister remuneration; Organist remuneration; and post-funeral luncheon 849.79 B. 1. 2. 3. 4. 5. 6. 7. 9. 10. 11. 12. 13. ADMINISTRATIVE COSTS: '~ Personal Representative Commissions: II' Name(s) of Personal Represerdative(s) Cindv L. Mover i ~ street Address 550 Salmon Road City Mechanicsburg State PA zlp 17050 Year(s) commission Paid: Not vet paid Atbmey Fees: Purcell, Krug & Haller FamNy Exemption: (If deoedenCs address is not the same as daimanYs, attach explanation.) claimant Cindv L. Mover street A~r~ 550 Salmon Road city Mechanicsburg state PA zlp 17050 T Relationship of Claimant to Decedent Daughter '~ 'i Probate Fees: Register of WiNs li Acx:ourdantFees: Samuel Thuma, CPA Tax Retum Preparer Fees: Register of Wills -Short Certificates; Automation fee; JGS fee; fee to file Will Cumberland Law Journal -advertising ', The Sentinel -advertising Robert R. Jones & Associates -real estate appraisal Register of Wills -fee to file Inheritance Tax Retum Register of Wills -fee to file Inventory Register of Wills -fee to file Family Settlement Agreement 21,000.00 15,500.00 3,500.00 460.00 800.00 67.50 75.00 219.40 350.00 15.00 15.00 20.00 TOTAL (Also enter on line 9, Recapitul~tior~) I S d7 R71 ~o If more space is needed, use additional sheets of paper of the same sae. ~ __ __ __ ___ _ _. _. ___ ~ 1_ ~_ _ __ REV-1512 EX+ (12-OB) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS ESTATE OF FILE NUMBEf~ EUGENE H. POTTEIGER 21 10 0 3' Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including u ur~t medical expenses. ITEM I VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Nicole M. Staley O'Gorman, Esq. - attomey's fees pertaining to Decedent's WII{ 168.75 2. Purcell, Krug 8~ Haller -additional attorney's fees pertaining to Decedent's Will 3. Wayne Moyer -reimbursement for medical needs 4. Connor 8~ Rich -medical services 5. Quantum Imaging Center -medical services ', 6. West Shore EMS -ambulance services 7. PatRadonovich -accountant remuneration 8. Lebanon Valley Medical Center -medical services 9. Holy Spirit Hospital -medical services ', 810.00 777.21 95.25 51.20 131.19 50.00 8.00 198.57 TOTAL (Also enter on Line 10, Recapitul~ioi~) I i 2,290.17 If more space is needed, insert additanal sheets of the same size. II _- - _ - _ _ _.. _ _ _ - _ I_ REV-1513 EX+ (Ot-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: -- - FILE NUMBER: EUGENE H. POTTEIGER _ 21 10 03x43 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS pnchxfe~outrig6 (a (1.2),jdislrlbutbnsanti transfers under 1. Gary E. Potteiger 91f 12 York Circle Mechanicsburg, PA 17050 3. James N. Potteiger 40 Big Oak Road Dillsburg, PA 17019 Jae A. Potteiger 500 Guilford Avenue Chambersburg, PA 17201 RELATIONSHIP' no Not List Lineal ,Lineal Lineal Sue A. Harley Lineal 21 Hogestown Road Mechanicsburg, PA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-15 4 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. Mechanicsburg Brethren in Christ Church 1050 South York Road Mechanicsburg, PA 17050 2. Roxbury Holiness Camp 13763 Cumberland Highway Onstown, PA 17244 AMOUNT OR SHARE OF ESTATE $11,250.00 per Ilan VIII & 1.~5 of residr-may cmxt>Ss $45,000.00 per It:en IX $11,250.00 per Iten VIII & 1,/4 of resid~y after ca1f.~Ltlation of G.E.P.'s resi~~aory share $11,250.00 per It:an VIII & 1/4 of residL~' after ca]txilation of G.E.P.'s resicirary share $11,250.00 per It:en VIII & 1J4 of ~iduary after calculation of G.E.P.'s resisir~y share tIEET. AS APPROPRIATE. Iii i i i 1Cf/ of net FaroLate residmy/ 41,064.39 5,000.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. III , ; 46,064.39 If more space is needed, use additional sheets of paper of the same size. ~' SCHEDULE J BENEFICIARIES Continuation of REV-1500 Inheritance Tax Return Resident Decedent EUGENE H. POTTEIGER 21 10 0343 DeoedenYs Name Page 1 File Number Schedule J -Beneficiaries -1 NUMBER NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELATIONSHIP TO DECEDE Do Nat List Tn~tee(s AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS pndude ~uhipM dishibutlons and hansfers under (1 2) ] S 91 ~6 ( i . . a ec. i 5. Cindy L. Moyer Lineal ~', II $11,250.00 per Iten VID 550 Salmon Road I ' 1/4 of resxk»ny after Mechanicsburg, PA 17050 calculation of G.E.P.'S resickmy share, & valttE of personal pity , $2,920.00 6. Adam Putt Lineal 550 Salmon Road ~ ', $10,000.00 and flag Mechanicsburg, PA 17050 ~, 'i _ __ _ _ __ ,t , . ~ __ _ IN RE: IN THE COURT OF COM pN PLEAS CUMBERLAND CO., PE N~YLVANIA ESTATE OF EUGENE H. POTTEIGER, :ORPHANS' COURT DIVI ION DECEASED NO. 2110-0343 TABLE OF CONTENTS i 1. Last Will and Testament of Eugene H. Potteiger dated March 1, 2010. '~ 2. Letter dated April 27, 2010 from Brethren in Christ Foundation providing date of death values for Decedent's TAP Account and Certificate of Deposit. '~, 3. Letter dated May 4, 2010 from Brethren in Christ Foundation providing date of death value regarding IRA and explanation of ownership/beneficiary status. i, ~I 4. Letter dated November 24, 2010 from PNC Bank providing date of ~,,de~ath value for Decedent's Checking Account. 5. PNC Bank Statement for the period of 2/26/10 to 3/30/10 providing dated o death values and explanation of ownership/beneficiary status of two IRA Certificates o Deposit. 6. Deed dated 5/8/08 and recorded 5/13/08 as Instrument No. 200815808, ply sing title into the names of the Decedent, his spouse, Nancy C. Potteiger, (who pred ased him on 3/8/09), and their son, Gary E. Potteiger as joint tenants with the right of u~vivorship. 7. Real Estate Appraisal performed by Robert R. Jones & Associates. p o iding date of death value for unimproved real estate located at 10 York Circle, Me ha~nicsburg, PA 17050. 8. Kelley Blue Baok printout providing date of death value for 1999 Do~g~ Intrepid ES Sedan. 9. Irrevocable Potteiger Family Trust executed December 31, 2007 with the Trustee being Gary E. Potteiger. ~~ 10. Account balances far date of death of March 22, 2010 on MetLif~ ~ontract No. 3500424644 for the assets in the Irrevocable Potteiger Family Trust. i LAST IMLL AND TESTAMENT OF EUGENE H. POTTEIGER '' I, EUGENE H. POTTEIGER, of Mechanicsburg, Cumberla~d'~ County, Pennsylvania, declare this to be my Last Will and Testament, and revoke any a~nc~ all previous Wills and Codicils made by me. ', ITEM is 1 direct that all my just debts and funera~ expenses, including all expenses of my last illness, shall be paid from my residuary estate a~ sbon as practicable after my death, as a part of the expense of the administration of my estate ITEM Il: All federal, state and other death taxes payabl$ because of my death with respect to the property forming my gross estate for tax purposes, Mrhether or not passing under this Will, including any interest or penalty imposed in connection) with such tax, shall be considered a part of the expense of the administration of my estate ahd', shall be paid out of the residue of my estate, without apportionment or right of reimbursement. ', ITEM III: I give, devise and bequeath ten (10%) perce~t Hof the net value of my probate estate to the BRETHREN IN CHRIST CHURCH, Mechanics~u~g, Pennsylvania, to be utilized pursuant to the instructions of my Executrix. My Execultri~ shall have complete discretion to determine how the Church will use this bequest. ITEM IV: I give, devise and bequeath the sum of Five Tlho~asand ($5,000) Dollars to ROXBURY HOLINESS CAMP, Roxbury, Pennsylvania. ~~' ITEM V: I give, devise and bequeath the sum of Ten Tt~ou'~Sand ($10,000) Dollars to my grandson, ADAM PUTT. ITEM VI: i give, devise and bequeath the flag presente~ a~t my burial services to my grandson, ADAM PUTT. ITEM VII: I give, devise and bequeath all of my tangible ~e~sonal property located at 550 Salmon Road, Mechanicsburg, Pennsylvania to my daughter, (CINDY L. MOYER. ITEM VIII: Following my death, my Executrix shall have my're~l estate located on York Circle, Mechanicsburg, Pennsylvania, the Deed to said properlty being recorded as instrument number 200815808 in the office of the Recorder of Deeds Cumberland County, Pennsylvania, appraised by an appraiser of her choice. The real estate is, currently owned as joint tenants with right of survivorship with my son, Gary E. Potteiger, ar~d (upon my death, title will pass to Gary E. Potteiger by operation of law. A sum equal to one ~ha~f of~the value of the real estate shall be divided equally among my children, JAMES N. P{01~T'EIGER, GARY E. POTTEIGER, JAE A. POTTEIGER, SUE A. HARLY AND CINDY L. Mpl~'ER. Should any of my~children predecease me, then the deceased child's share shall be ~livlided equally among my surviving children. This appraisement and division among my fve ~hiNdiren is being made since it is not my intention for my son Gary E. Potteiger to receive the full rr}oinetary value of the York Circle property despite title of this asset being between myself an~ Cary E. Potteiger as joint tenants with right of survivorship. ITEM IX: I give, devise and bequeath all of the rest, residu end remainder of my estate of every nature and wheresoever situate to my children, JAMES . ~'OTTEIGER, GARY E. POTTEIGER, JAE A. POTTEIGER, SUE A. HARLY AND CINDY L.1~1O~('ER, as follows: A. ' To my son, GARY E. POTTEIGER, one-fifth of mjy rtesiduary estate less a sum equal to forty percent (40%) of the value of my reel estate as set forth in ITEM VIII above. B. To my children, JAMES N. POTTEIGER, JAE A.II PpTTEIGER, SUE A. HARLY AND CINDY L. MOYER, the balance of my re~idtuary estate, in equal shares. ', Should any of my children predecease me, then the deceased child's I~st~are shall be divided equally among the surviving children. 2 „_ ~ i-~ ITEM X: I hereby appoint my daughter, CINDY L. MOYER, ~'o serve as Executrix of this my Last Will and Testament. In the event that my daughter shdutd fail to qualify or cease to act as Executrix, I then appoint my sons, JAE A. P01TT~IGER, JAMES N. POTTEIGER and GARY E. POTTEIGER to serve as Co-Executors o~ tf~is my Last Will and Testament. ITEM XI: I direct that no Executor or Executrix serving h~'re~aroder be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal thus day of /~~(/+'1 , 2010. ..-~ ,- '' S (SEAL) EU NE H. POTTEI ER, '~~~ The preceding instrument, consisting of this and two other typ I'tten pages, was, on the date thereof signed, published and declared by EUGENE H. PO~'f IGER, the Testator therein named, as and for his Last Will, in the presence of us, whop this request, in his presence, and in the presence of each other, have subscribed our names ~s witnesses hereto. j~,~ t r U `. ~ O ~ r s~~ at i ' •I I'I residing at ~ I ~/~' 3 i COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND WE, EUGENE H. POTTEIGER, ss: r~i _n1 ? ~ ~ ~~ . jdl ~ ~ P_~G~, L ,the Testator a~-d ~Ithe witn~sses, respec- tively, whose names are signed to the attached or foregoing instrum~nt~ being first duly sworn, do hereby declare to the undersigned authority that the Testator igned and executed the instrument as his Last Will, and that he had signed willingly and that h~ executed it as his free and voluntary act for the purposes therein expressed, and that eacfh df the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses a~d that to the best of their knowledge, the Testator was at that time eighteen years of age or Ter, of sound mind and under no constraint or undue influence. ~! ~ V r~~ E GENE H. POTTEIGER ~~ Witness - ---~~-- Subscribed, sworn to and acknowledged before me by EUGEN H. POTTEIGER, the Testator, and subscribed and sworn to before e by ~(f ~~ and 4 witnesses, this day of ~,~'j~~„~ ~ , 2010. Notary Pu CQMMONWEALTH OF ~ SYI.VAPEER Notartpl 9~a Kimberly S. DeFalco, N r~r Publt~ City of F;arrisburp, Dau In County MyCommiss[on Expires 8n.~17, 2Q13 Member, Pennsylvania As i n of 4lofaries _._ _ __ _ _ - - _ _ __ _ __ _ _ ___ __I~ ~ BICF Brethren in Christ FOITNDATION Fiir«„~•«,~ sc~,•~~«•~ ~~.~o,• ~~,r~ll~~i,l s'~e~i~~„•rls POST OFFICE BOX 290 431 GRANTHAM ROAD 1Ap~'i127, 2010 GRANTHAM, PA 17027 i Ms. Jill M. Wineka Purcell, Krug & Haller ! ', 1719 North Front Street ', Harrisburg, PA 17102-2392 RE: Estate of Eugene H. Potteiger Special Thrift Accumulation Plan (TAP) No.: 1893 ', Certificate No.: 1893-13496 Dear Ms. Wineka: Below please find a chart of the date-of--death values for the above accounts. Date-of--Death Accrued Total Date f-I Balance Interest Death Vale Investment Special TAP ~ 1893 102,186.89 145.22 102,33 .111 Certificate i 1893-13496 204,892.92 325.36 205,21. 8 Totals 307,079.81 470.58 307,SSb.3~9 I was not sure if it was necessary to give adate-of--death value for Mrs. Potteiger'~ I~tA. If you need it, I will be happy to calculate it for you. If I can be of further assistance, please do not hesitate to contact me at 717-796-4'~8$, or, if you prefer, 800-T16-1448, Extension #5420, or at klehman~c'7r,bicfuuridation.or~. ', Sincerely, - '' d~ Kimberly J. Lehman Account Officer ', KJLlkj l I, Phone: {717) 796-4788 Fax: (717) 697-7714 E-mail: info~bicfoundation.org I __ BICF Brethren vz Christ FOUNDATION f inrt~tcitcl Sc~i•i~rc~c~s for HrtVf{fr~l.St~sc~rurh~ POST OFFICE BOX 290 431 GRANTHAM ROAD 1~Ia~ 4, 2010 GRANTHAM, PA 17027 ~ ~I Ms. Jill M. Wineka Purcell, Krug & Haller ' 1719 North Front Street Harrisburg, PA 17102-2392 RE: Estate of Eugene H. Potteiger Date-of-Death: March 22, 2010 ', Nancy C. Potteiger IRA Account No.: 6011190 Dear Ms. Wineka: The balance of Nancy C. Potteiger's IRA Account #6011190 at Mr. Potteiger's dat~-df-death, March 22, 2010, was $10,567.65. The accrued interest was $18.00, and the total date of d~at1~ value was $10,585.65. If I can be of further assistance, please do not hesitate to contact me at 717-796-478 pr, if you prefer, 800-726-1448, Extension #5420, or at klehman(~bicfoundation.org. Sincerely, ', Kimberly 7. Lehman Account Officer ~~ KJL/kjl !, Phone: (717) 796-4788 Fax: (717) 697-7714 E-mail: info~bicfolundation.org ,_ - _ _ t~0~.!-24-2616 1~:~7 From: PNC EAtJK ~At~PHi 11? 717751Z1~?9 To:7:L7 786 4839 P. 1'1 hi!Y.~~. 1(}'1 1~f;PPh FNC B,gNK 41?-~0~-~i4? Vo.41 9 P. ~ ~ ~t~~ LE1~Did6 THE WAY November 24, 2010 Benjamin Debell Prrc 13a~ak 32°`' Street Branch R1~: Eugcae H Pottcigca SSN. 201-16-07$8 non: 03-~2-zal n Dear Mr. Uebcll: In response to your request for Date of Death (DOD) b~la~cs fur the customer nbtGd about, our records show the following: Checking Account Account # 50700$6176 Establ~slycd: 01-01-1979 EliGLfiTE H P~TTEIGER DOD balance: S 204,483.65 + 21.09 accrued interest Please note tbet this office provides deto of death balancos for deposit accouata (IRAs, C~Ds~ Choati;ing and Savings). ~'e do not proec~s aay Saancial tranr~etians ox prvv+ae statement. If yob need assistance with any Af these itemA, please call l -858-PNC-BANK (1-88B-762-2265} OY stop byyour local P'NC Bank branch office. Sincerely, r -.~1 -~ r~'~r~F' oi~~Jervices center PNC: Bank, N.A. Member FD]C Page 1 of t total B~ul'Ing ?NC 3ar~k Far !!~ pried •?JZe/Z010 03/30fZ01 ' n 00286 EUGENE H POTTEIGER 550 SALMQN RD MECHANICSBURG PA 17050-2548 `-'T'NCBANK Primary account number: 50-7008-6178 Page 1 of 5 Number of enclosures: 0 For 24-hour banking, and transaction or interest rate information, sign on to PNC Bank Online Banking at pnc.com. 'a For custon•!er service call 1-666-PNC-4000 Monday - Friday: 7 AM - 10 PM ET Saturday & Sunday: 8 AM - 5 PM ET Para servicio en esparlol, 1-866-HOLA-PNC Moriinp~ Please contact us at 1-866-PNC-4000 ® Write to: Customer Servioa PO Box 609 1=ittsburgiz iA io230-3730 Visit us at pnc.mm We value your relationship with PNC. ®TDD terminal: 1-800-531-1648 For questions about your account, please call 1-886-PNC-4000. For t~earmg nnp.aea cbcnts only ~S~ IENA~'Y~AW Gawk Deposit AR:coants Description Account Number i~eposit Balance Interest Checking 50.7008-8178 Retirement Account(s) Total of 2 Total Deposits Effective March 1, 2010 203,462.23 4,396.04 207,858.27 Due to lower check volume and efficiencies in check processing, the Federal Reserve Processing Centers have consolidated and all checks drawn on any U.S. bank wilt be considered local. Funds from check deposits will generally be available the next business day. Special rules exist for accounts open less than 30 days and for large dollar deposits. An updated Funds Availability Policy will .lac il~cluded with your next statement. If you have any further questions about our Funds Availability Policies, please contact your local branch office or call our toll-free customer service line for Consumer Customers at 1-888-PNC-BANK or for Business Customers at 1-877-BUS-BNKG. Our Representatives are available Monday -Friday between 7 a.m. and 10 p.m. ET, or Saturday and Sunday between 8 a.m. and 5 p.m. ET to assist you. Now is the time to contribute to your IRA. Making the maximum IRA contribution, (up to $5,000 or $6,000 if you are age 50 or over), is a great way to achieve the retirement you want. Be sure to act before you file your taxes if you are making a tax-deductible contribution for 2009. income limits apply. Please consult your tax advisor for further information. Get rewarded for your everyday banking and purchases with PNC points(SM). Pay a bill online, earn points. Use your PNC Visa Check Card, earn points. Add direct deposit, earn points. Best part, enrollment is free. Enroll today at pnc.com/points or 1-888-PNC-points. Saving money has never been simgler. Achieve your savings goal by opening a Statement Savings account with Auto Savings. Auto Savings makes automatic transfers from your ~1 FYI ~~ C Yoeir individual account statements be0irt on the following page PNQMLT01-JOB36644-140-YNNN~NN-003-000942 Total Banking Statement ifo~ >~. p.riod ostnsno~ o ~ osr~orzoao For 24-hour information, sign on to PNC Bank Online Banking EUGENE H POTTEIGER on pnc.com. Primary aooount number. 50-7008-8178 Page 2 of 5 c ec ng accoun your savings accoun . s a srna way a comma savings mu ne. you se u a u avtngs n er o a least $25 or more each month, you can avoid the monthly service charge on your Statement Savings account''re~ardless of the average .,,n„tt,ty 1,AtATPP. T1,at meane more of your money keens working for you. __.;..,_ Eugene ~~f~"9:t I~A~ ACCOV1t 5~8~ Account number. 50-7006-6178 Overdraft Protection Provided By: Cowftaot PIIIC f0o sstabish Ov~lydrslt Proft~otion Baiancs Summary Beginning Deposits and Checks and other Ending balance other additions d~udions balance 211,051.08 704.59 8,293.44 203,462.23 Average monthly Charges balance and fees 205,673.32 .00 Tiraasaceion Summary Checks paid/ withdrawals 6 Total ATM transactions 0 Check Grd POS signed transactions 0 PNC Bank ATM transactions 0 Check Card/Bankcard POS PIN transactions 0 Othv Bank ATM transactions 0 htlwsst Sum~wary Annual Percentage Number of days Average collected Interest Paid Yield Earned (APYE) in interest period Ualan~ for APYE this period 0.15% 33 205,673.32 27.79 As of 03 ~ ,'',a tote{ of X77.66 in interest was paid this~ye2rr. /~ltrity DetaN Deposits and Odirer Addolisns Data Amount Description 03/03 676.80 Direct Deposit - Soc Sec US Treasury 303 XXXXX0788A 03/30 27.79 Interest Payment There re 2 Deposits and Other Additions totaling 116.!!<9. f~otdcs and Substitute Chocks Check number Amount Data paid Retarance number Check number Am'IounK Date paid Reference number 6767 392.30 03/04 os5>597>s 6776 * 16 .7~ 03/25 os5s8osi2 6768 6,000.00 03/04 086159718 6778 * 77.2 03/24 0852X9785 6771 * 776.93 03/11 oaai75X94 6779 9 .25 03/29 oss7sessa " Gap in check sequence There re ~ checks listed totaling 10 _ Oniro sad ®octronic Banlany Redactions There w re .Online or Electronic Banking pate Amount Description Deductio s totaling $63.00. 03/05 3.00 Payrnent,ErCheck Check Pymt Chase 6769 03/09 .72.00 Payment,E-Check Payment Veterans Affairs 6770 03/30 8.00 Payment,E-Check Payment Veterans Afhairs 6777 Daly Balsaco DetaS lance to Ba lance Date Balance I Dal Date Balance Date Ba 02/26 211,051.08 03/04 205,335.58 03/09 205,$60.58 ' 0 /24 203,706.44 03/03 211,727.88 03/05 205,332.58 03/11 204,483.65 0/25 203,537.69 Daily.Balance continued on next page FORNt166R 't'otal Banking Statement ~ :~~ PNCBANK For 1:hs period 02/26/201 O to 03/30/2010 For 24hour information, sign on to PNC Bank Online Banking EUGI~NE H POTTEIGER on pnc.oom. Primary account number: 50-7008-8178 Account n~unber: 50-7008.6178 -continued Page 3 of 5 Daily Babaa~ DN~i -continued Date Balance Date Balance 0:3; 29 208,442.44 03/30 203,462.28 Rei~i+eltwwrt Accounts Nancy C Potteiger IRA Decd Irtrestment Description Maturity date Interest Original or Current number rate renewal value value 65001005832 60 Month(s) Fixed Rate 03/21/2011 8.98 "'k 1,933.47 1,951.33 65001005833 60 Month(s) Fixed Rate 04/10/2012 5.69 'k 2,743.28 2,444.71 Total auree~ vahw 4,596.04 .'1v~lt ~- {x PN DM LT01-J 0636644-i40-YN N NN N -003-000943 Deed -Page 1 ~~ I ~ `~~lL ~ BY~ Metre! R Walters IIi, F.sq. 54 East Main Stmt ivfg,~PA 17'055 (717) 697-4650 Parcel No. THIS DEED, ;I1~D1:' TliIS ~'~~` day of !~~~~~~ , in the year of our Lord two Ihousend eight (2008). $ETWEEN EUGENE H. POTTEFGER and GARY E. POTTEIGER, Grantors, ', bird, EUGENE H. POTTETGER and NANCY C. POT't'EIGER, ~ husband and wife, or the survivor thereof, as one party, and GARX B. POTTEIGER, as another patty, as Jolnt Tenants with. the Right of Sorvtvorship, ', Grantees, [f~17NESSETN, that in oonsidrration of ONE - = - - - (S1.00) DOLLAR, in hand paid, the t,;ctip whereof is hereby acknowledged, the said gantors do hanby grant and convey to Utc said gantees their heirs end assigns, with Eugent H. Pottdger and Natro}+ C. Potteiger, husband and wife, or survivor tbetroof, cronatituting one party, and Gary E. Pottcigcr, the second party, as joint tense with the tigbt of survivorship, ~, ALL THAT CERTAIN uact or pared of land situate in Silver Spring Townsbi Cutnbedand County, Pennsylvania, being morn particuiarlybound and described as follows, to wi~ BEGINNII~TG at a point in the public street known as Kingswood Drive at the comer of a undesignated lot improved with a dwelling known as 12 S'ork Circle; thence along t undesignated lot and Lot No. 3, North 53 degrees 59 mirnttes 40 seconds West, a distance of 402. fee to a point; thence along land now or formerly of Hethsert Stoner, North 36 degrees 00 mnwt 20 seconds East, a distance of 688.56 feet to a point; thence along land now or fionuerly o Brandywine Village Subdivision, South 55 degrees 26 minutes 20 seconds Easl, a distance o 387.36 fcet to a point marked by a concrde monument; thence along land of Wynnewood P Subdivision, South 28 degrees I S minutes West, a distance of 702.73 fed. to the point and place o BEGWNING. Fam SCNL6L -'YIhnTOTAI• appraisal sottwaie by a to mode, inc. -1-800-ALAMODE Deed -Page 2 CONTAINING 5.642 acres, more or less. BEING Lot No. 3 as shown on the Plan of Lots known as "Minor Subdivision Plan frx G E'~ Farris", said Plan being recorded in the Of~ioe of the Recorder of Deeds in and for Cumberland) County, Pennsylvania, in Plan Book 36, Page 31. BEING a part of the ~rrie prtmises which John L Kreitzer and George J. Beistli»e, Executors of the Estate of Ralph G. Kteitzer, deceased, by their deed dated August 4, 1976, and recorded in the Recorder's O!I'ice aforesaid in Deed Book "S", Volume Zb, Page 583, granted and conveyed unro Eugene H. Potteigcx and Gary E. Potteiger, Grantors herein. Phis ti~ursfer is wholly exempt from ticalty Transfer Tax because it is a conveyance froml~ father and son to father, mother and sori. ', The said grantors hereby oovesiant and agree that they wilt warrant specially the property] hereby conveyed. IN f!!'ITNESS ti'HEILEOF, said cantors have hereunto set their hands and seals the day) and year first above writtrn. S/gnerl, Senled and Odi+eed !n t1m Pmtena of ''~, '» ~ ~ .~ ' , i GARY . PO ETG Form SCM.tiL -'WinTOTAL' eppreistl software by a la mode, fnc. -1-80D-ALNMODE Deed -Page 3 Commonwealth of Pennsylvania ) ss. County of Cumberland ) I On this, the :~y~' day of i i ~~L'~~})~ 20t)3, before me, the undersigned offs ~, personally appeared EUGENE H. P01TEfGER, known to me (or satisfactorily proven) to be person whose name is subscribed to the within instrument, and ackiwwledged that he execut same for the purposes therein contained. fN WITNESS WHEREOF, I hereunto-set my hand and offiaal seat. Notary Public Noax~l:l sr:Ai. Duua: ss snwrN I Notary Putyfc LOVlFR ALIEN NIP, CUM6GRlAND COURT' M~ /Commisfbn Expi+et J~ 42. YOOa ~~ Commonwealth of Pennsylvanria ) ss. County of Cutberland ) On this, tiu S''~'~'day of / ~"tir~~'~/ , 2008, befora me, the undersigned ofE personally appeared GARY E. POTTEIGERf known to me (or satisfactorily proven) to be person wlwse name is subscribed to the within instrument, and ackrwwledged that he exec same for the purposes therein contained. IN WlTiESS WHEREOF, I hereunto set my hand and official east. 6/ ~•. i~ Notary Public `"~ NouRUUtt:a. DWJE JA SMIiH Notary P~b;ic t.OV1ER ALIEN iWP, CLMJMERI/VJD COURT( My Comn~ktbn Expist Jun Z2, YOOB Faro SCNLGI. - MrnTOTAL' appraiser! sollware by a la mode, inc. -1-80D-ALAMODE Deed -Page 4 -- --- ROBERT P. ZIEGLER RECORDER OK DEEDS CUMBERLAND COUNTY 1 COURTIiOUSE SQUARE CARLISLE, PA 17013 717-240-6370 Instrument Number- 200815808 I2ccortletl On 5/13/2008 At 3:d2:d 1 PM * Total Pages - 5 * Instrument Type - AEEA Iavoiu Number - 20837 User ID - K\\' * Grantor- POTTEIGER, EUGENE H "Grantee - POTTEIGER, EUGENE Ii * Castomcr - VVALTERS * FEE S STATE NRIT TAx $o.so Certification Page STATE JCS/ACCESS TO ¢`10.00 JUSTICE DO NOT DETACI~ RECORDING FEES - $12.00 RECORDER OF DEEDS This a e is now art AFFORDABLE ROUSING $21.50 p g p couNTx ARCRIVES F£e g2.00 of this legal document. ROD ARCHIVES FEE $3.00 CUldBERLAND VALLEY SCHOOL $0.00 DISTRICT SILVER SPRING TOWNSRIP $0.00 TOTAL PAID $39.00 I Certify this to be recorded in Cumberland County PA ', RE~/ ~ I I ~i ' -lntormatios denoted by as asterisk may chanpc dariae the verlneatioa process and may net be rcneUed an this page. I, OD0078 ', ~III~~ihNIIIINI~ '~ i ~~ Form SCNLGL - MrmTOTAI.' appraisal stdiwware by a b mode, inc. - t-800-AUM~E i I i Forrti GA1-'WInTOTAI' appraisal software by a b mode, inc. -1-BOD~ALAIAODE Robot R Joss t: Aaodatss 7000 ANerrtown tiordevrd tiarrkbtag, PA 17112 PuraY, Krug, t FIsIMr 1719 [ioAh Front Sfreel Hsrtisburp, PA fl10Y-2~2 Re: Propsety: 10 Yak t:ir Medwdesbrrrg, PA t7050.2T51 Borrower. Egan H PolMger EehN Fks No.: 100i1Z1 to accordance wkh your regoest, we haw appraised the above Meranad ProP~T• Ths rspat of tlrat appahal is khdred. The purpoa of thb apprahal is fo edimab gis msrket value of the properly deaMbd h tlds apprakY report, at bnproved, N unerKUmbared fee tingle title of ownsrshlp. ~, This spat b based on a phydd aralysk of the alb only a IoeakonN analyak of the nefphbortiood and eky, xid an eeonorNc of Uu market for propatlss sueh as tln eubject. TM tppakal was developed tnd tM report was prepared In ao¢ordena wkh Uniform Standards of Probaionsl Apprafral Praeger. The value cerwhudona sported ere as of the efhekve dent stated in tM body of the report and contingent upon Mn ardlieation P"" 9crkhrg eorrdNlorrs aitacMd. k ha been a pNaouro to asshd you. Please do rrol heNbte to eorrtad me a any of my ehdF k ws can be of addkiorrY service toyou. Skranly, (~'~~ / (:hrtttoPMr SRA H Eataf• 1006221 Address 10 York Ck CumbeArM Stile PA Code 1 51 Lender i hLllar TABLE OF CONTENTS corer Page ._....__......._....._...._.... l.ellx d Trararnitlal ....._...___...._.. Sumrrry d Safenl Fealres .__...._. USPAP Yon .__._......_..... i ,..~ AddiYond Comparikbs 46 _.._.._ Suppkxrrstal Adderdurn w/sip dock Subfocf Photos .._.._...._.__ ............. Phobgrsph Addendun .__.._..._..... Localfon Map ......_........__...._.._..__ Tax Assessors Map ......_......_._..._. Deed -Pape 1.........._..._.........__._.. Deed - Psoe 2 .._..._..___._ ............... Deed -Page 3 .._......_........_........__, Dead -Page 4 ____.......__......__._ Zonkg OrdkwKx -Page 1._...._.~.. ~9 Ordkrarrce -Page 2 ..........._.. Zorirq Ordkwwe -Pape 3 _....».._.. Zoring Ordnance - Pie 4 ......._...... ZaNng Ordnnce - Pie 5 ......_....... Appraisers cartlRcaOon .................... Form TOClB - WnTOTAL' appraisal sdhnre by a b mode. krc. -1.600-ALAMODE SUMMARY OF SALfENT FEATURES Subjed Address 10 Yak Gtr ', ~ DesCripBon ~P!' ~ tax map and dssd euppRsd by dNM va aKacMd fib' MeeheniaMuy '' I C~7 Cumbsrlmd She PA !~ 21p Code 77050-Y757 Census Trad 011tA2 Map Reference 24{20 II Sala Pdte = WA Date d sale Nla ', Borrower Eupane H Pollaiper Estate i i LeldedClerd Purpil, Krug, d: Htller ~ Sae (Square feet) II Price per Square fool S ~'~ Localbrl Suburban Ape Cond ! on , Told Rooms B d ! e rooms ~ it Baths '~ Appraisa Chrktophar Jong, SRA DaM of Appraised Vakre Mareh 22, 2010 ', Opkion d VaMre S 112,500 Ili Form SSD2 -'WInTOTAL' appraisal software by a b mode, inc. -1.800-AIAMODE Robed ,fares and Assafates f 717) 652-6600 APPRAISAL AND REPORT iDENTIFiCAT1ON This Appralaal Report Is !~ of the foAovNnp types: ^ Sslt Contained (A vvrMten regal prepared under Standards Rule 2-2(a) , pursuant 1o the Scope d Work, as disdased elaevvf1lere in 1Hs spat) ®Summary (A vvriMen report prepared under Standards Rub 2-2(b) , persuard to the Scope d Work, as disclosed elsewihere in Mis regal) ^ Resbidad Uae (A vvrpten report prepared wider Standards Rub 2-2(c1 , pursuant to the Scope d Work, as dsdosed ebewflrere In this report, restricted b the stabd irrbrrded use by the specified c4errt a Intended user.) Comments on Standards Rule 2-3 I aaWy Mad, b the best d my krrowYdge and berbf: - the s{aterrbris d fad coNakred'n this report are true and cared - the reported anayses, opiriorrc, and artrckaions are iMribd aiy by Me reporbd assumpCars and ~n0 carrdCbns and are my personal, irtparCel, and ursbiased professional areyses, opiriax, and cerrckaiora. - I Igve ro (a the specfifed- presai a prospedbe kderest m the property Meat is the sd>f ed d Cis regal and no (a tlb sperdCed) personal irderest vrClr rl`rapeat b the partbs involved. - I Inve nodes with reaped b Cte properly that fs the subject d Mis report a b Cre partbs kNOMad rdh Cis assiparreN. - my erpapensed b Cis assgmasd was not cordrrped upon developirq a reporikrp predeterrrifred r~uls. - my carrperrmdion to cmrpblkrp Msis assiprrrsai is not caiirperi upon Cse devebpnrei a reporCrrp d a ~ value a drrecCarr b value Mwt Mae cause d Cre cianf, Mae smart d Mre value option, the attakvrseri d a stlpdabd resw, a the a:wrence d a subsevusna evsi diresdly rehbd b the kaended use d appraisal - my arrayses, opinions, and arrrckrsions wde developed, and Mis report tees been preparod, in caiorrnigr vvitlr Cre ltrdam StaMarda d Professional Practice. - I have (a have rot) nrde a persarel insDedbn d Cvs properly that is the subject d this report (C more Cron are purser signs Mis cerMlicaBon, tlb c must dearly seedy vAich individuels d'id arrd wdich krd'ividuth did rrd make a persanel insDedion d Cat appraised properly.) - ro are provided sipriricad real propeAy appraisal assfshrrce b Mss person siprsbrp this cerMtkaCon. fC there are ezcepibrrs, Cre name of each krd'nidual providing siprilkard real property appraisal assisturce must be shied.) Comments on Appraisal and Report Identification Note arty USPAP related issues requiting disclosuro and any state mandated regltirofneMs: APPRAISER: ~~ lianre: Dab Sigrod: Jrirr 1A 2010 Shb CerMfication ~`: AGrAppr a Sigh license +f: State: PA Deb d CedAkxfiors a lkerse: 6~W2017 EfiedMe Dab d Appraisal SUPERVISORY APPRAISER (only if rognlrsd~': fie: rhrtre: Date Sipod: State CaMikaCon sE: a Stale Lkxrrse #r: Shb: Espiration Dab d CertlllcaCorr a Lberrse: Supentsay Appreber insPedion d Subject Pnopxly: ^ Did Npl ^ Exbria-0nly from street ^ kieria #~ Epedor form 11106-'4WrsTOTAt' appraisal software by a h mode, inc. -1-800-ALAMODE LAND APPRAISAL REPORT SUMMARY REPORT e~ u- ~ nncnn. ltonower Eugene H Potteioer Estate Cass Trail 0118.02 Map Rrereas - • - -- RfgeAy Address 10 York Ct City AAsdurdcsburg County Cumberland State PA by Code 17050-2751 Leer Dncrlpibn d tax ma and deed cSerR axe attached Ste Price t WA Dre d Ssb WA Lam Tam 11 A~ yrs• PropMy RfDids ppprrsed Fee Leasr~bW De MWdrds Atdltll Rwl Eslrt Taaes t 662.61 (yr) Lan dnrpes b be paid by solar S WA OOst SrOS wlrsssiora WA LerrdegCls! Purce1.14un. 3 Habr Address 1719 North Front S Harrisbu PA 1710 - 92 Ocarpad Vaant Ladd Apprsfser Cttristooher Jones. SRA tstna;ODns b Apprrser 'AS 16' Cotton Urban SubaWn Rurr Goo dy Avp. Fat P oe Bri Up ®Over 75% ^ 25%to 75% Under 25% Empbyrnent Stab0ity ' D ' ®^ ^ GraeOr Rte D Fvly Dev. ~a ®s-eaey sbw P i V l t k bk g ® cerrverri.a;e b Empbymarl ! ^ ^ ^ rOpa y a ues raeas q 5ta Decirinp ConreNarce b Stropptrp ^ ~ D ^ DswMrSrgply sl,alape In Branca Oversupply ~ ~ Canerierwx b Stlrook , ^ ^ ^ MarkeOnp Time lJnder 3 Ma. 4-S Mos. ~ Over B Mos. Adequacy d PrbAc Trsrepatrlar ~ ^ ^ ^ PrsserA Land Use 75% 1 Fancy t% 2-4 famly 1% Apts. 2% Carlo 5% Conerarcir Recna0orrr FadlOes ', ^ ^ ^ 0% truslriaJ t0% vawt _x Adequacy d uuliks ' ^ ^ D Clwge in Preswrt Land Use o Nd lAuly ^ LOroh' r) ®TrbO Ppa c7 ~D~y CorrgriblifY ' ^ I D ~ D (`) Fran Vsant L.irM To Siresle FimOT ProkC0or1 kom Ddrimair CondiOons ^ ^ ^ Predomirad Ocaganry ®Owner ^ Teronl 0 % Vacart Pda and Fte Protection ^ ^ ^ Skgb FirnNy Price Ranpe S ~- b s Ooo.000+ PreeOmtrant valre s 2tS,ooDti Gaazr Appearance of Properties ! ^ ~ D D Strple Fam0y Ape New yrs. to 125+ yrs. Predomirsd Ape Io+- yrs. Apper b Markel ^ ®^ ^ Cmerarrts Mrkrdkrp Obse hctors, fararabb a uriavorable, atfaclkq rtnrketabilb k.p. putrlic parks, sdbols, New, ndse):TM w loabd S Toe ms N b tits nor01 d TMn sn utlHtla M Ore wM nail b be exknded b the sib. TM sm Y C7 d Ow me tro ire s4rhtr k soneklaed M be Ow an-er fa Ow n. Than in esvenl wi1hM s short dktsrea. in aonvsrrknt b the era. pnaraiorrs 102.00 x 66856 x 307.30 z 70 2.72 5.041 Sq. Ft a Acres Lot Zartrp datsi6ca0on Ri - ReeYelrtlal Za ra Presa4 krprovensrds ®do ^ do not codorm t zonirrp ropda0ars IfOhesl and best rise Present use O6rx F Rerdena Prlbk Other ~esabe) OFF SITE MrPROVEMENTS Topo M kwl eec. ® Street Access ®Publc ^ Pdvab Stze S. sass Gas ^ Srrlace Atphslt Shape ulsr Water ^ Hook uo nailed Meidanance ®Publc ^ Pdvak 1ReTr Houas San. Sewer ^ Hook rw needed ®Stam Sewer ®CrYttiGueer Drahtpe A for the ire ^ Underpr0und EbcL b Td Sidewak Street k Os popedy baled k a HUD Identified Speokl Flood Hmrd 4' ®No ^ Yes Commatt Away a wdavaabk irrWuArrp ay Mparwd adverse ntensrAe, areroecMraaa, a tithe adverse cardOtrsr SEE ATTACHED TEXT ADDS The wrdwsiprod hu reeibd Ogee reeenl aks d propa0es mat thdW aril prarhnab b abed aril has easklered Orese b 6s market anyrl. The hrdec a doer aqubrrwa rtlecOrrp rrwlst reac0on b (rose Gems d dpiDpnt rwOror bderoen tlr abbr7 aril eonrpraNe propeAet M a slpn6leird Harr b Ore c pmjpeAy is tWerbr b a more terorabk Oan Orc wbJeet propeAy, a mkaa (-) iqusbrred k maN Ous reduchrp are hgfeaMd vebe d eubjeek D a gpnlDcara pem kr Os c k; klxia b a leas favorsbb than Os subject property, a pks (+) adjustmerd is made Oars ira:reaatrrp Ore irdicabd value d Ore ITEM PR .1 , g Address 10 York Ct BeeGedilf Drlre WertzvMe Road, l.ot 62 Slswet Way, 64', MedeerriesD PA 17055 PA 17033 McGlin PA 17055 FtN PA 7011 1.33 n16a NW 5.11 m6a NW 3.20 11111 t t1 7 • Ft 0.00 21 AaaeRade 23 AaaeRadi 17 Ogle d Ste and + - + - Ad + - T~ ~) wA o6.3o-2DO6 D os•7z~2oto o ao-3o zoto 0 SrebrYban 0 Sutwrbor 0 Soblebsn 0 ! Nouns A ia•Wdt O A Wilt O A 0 Sfie Size SJiQ aaa 5.15 gem + 4.7 sass +S 052 5.04 stns -7100 OOsr New New 0 None 0 None 0 Ober None None 0 None 0 + OOD TaK Rr # 38.22.0114-075 36.0&0013.092 0 36.05.013S11O 0 10.20-1/40065 0 ~Ftarrctrp WA Convereflonr D Convenlbnr 0 Carrerr0oler D WA Nom Known 0 None Known 0 None Krroren 0 + - sz + s 6sz - 3 67z - d s~ tt 7t 752 7o tz ConarrerOS on Msrkr Data: Tleen wen a pmfied anwrsd d nWa from rddGr b dwote. 4 m M Ow ame eehool dktrkt ss Ow DNNrweas In eke oils aA r k derived tiom Bra dOlaenca in ilk eia end ere twtwea 1 2 red 3 s b 1. Sse iddNionN oannwnh on adrMbn Camrails and Condl0orrs d Apprrsal: TM k In the •AS IS' oardtlon acrd nikefs Ow vrw d an u bt end mk w Orr Ow eik wM be able b t» wNh i retlderMW The sNeoBve d'ab k a d Uw dde d tlw dre d wet 07-07.2010. Finr Recorrrdiriorc TM Sra b vrw b eoneWwsd b t» tM mot aearrs rrwthod of in esOmsted w in the d want midenOr itred. Ttwn sn no l !s tlrerefon Ore Cosl k Ird Then k not tlrconee klcome k not 1 IITE THE IW11ET YiWE, A< aEFINEe, OF fYeJECT PIr~EeTY Y OF Minh71. 207D t0 be S 17 e m 643012011 Chrkto r Jo SRA ^ Did ^ Did Nd Plryslc$N Ngspecl Roperty 5 Revlew raker `~ ~.y Robert Jones and AssockMs (717j 552-0600 Fam LND - WinTOTAL' appreisr soltsrare by a k mode, krc. - t-tlDD•AtAMODE LAND APPRAISAL REPORT MARKET DATA ANALYSIS SUMMARY REPO Suaalemental Addendum amu~,nner„ N Potbi Eebh - Addreas to rork pr Curt~alaraf sale PA code t 751 Lender i ttailer ~ tasaeetars, tntsetEST aao et:sr ust: Than wen no apparet esseiab, encroachments a other amdHion: whk:h would haw a adwne impact on the subject P~rtY'r A wPY ~ fin dad b attaehed.l did rrot wdk Un entire sib and only viewed k from Un edges. I haw attached a copy of the current zonnhelor~hanu, because d the requkernerrb required, t am unable b determine N than would be a poeibiply for a futon sub-dhblon with wa~Mlil~r of utlNWs, do fact that dare b ordy one aces b the sib among otlnr unknown and that k beyond tln swpe of this assignment The higNsst and bat use of fhb sib b b improve wNh a raWetlel property. At fM erne of 1M my hspeefbn and abo rehrrinp b tln photos, firers sn Chdstmas tress ptanbd on the sib, no valve b given ~ tIN tress an 1M alb, the vakdng of thee tree b subjseUw and beyond do swpe of my expertlsa. SCOPE OF WORK For each apprebd, appraisal mrfew, end eppreisal eonsulWp aulgnment, an appraiser must; identify ttn problan b be solved; rmtrn and ptrbrm the sooq of work neteuary b develop cndWe wlgmnnt raulb; and disebp tln stops of work h the sport ,the problem b calve hvohe tM prouu of gatlwing end anaty:irq irdonnaUon about the usigranerd flat are neeeswry b pnperly ids ~ appraisal Thos aufgnment ebmenb krdudt such Ihhgs as MentHyhg the: cSent end arty otlnr hbnded user, do hbnded ua of fire and opinions; the type end deRrdtbn of market valve; tM eil'wiiw deb of the esignmart; the nlwant duraderistfa at fire ant hnd any assignmwd eonditlons. Ono the usignment hu ban IdarUfied, tl» appraiser must contest, verify, and analyse ant hformafion for erentbb esllpamenf rarrNs end eommurdcab each analysb, ophfar, and ea-dwion h t manner>hal b not mbNsdhp. Tln ~ also contains sulBcbnt hfamatkn b enabb tM user b understand the nnl property; end b dwly dfecioa erg assumptloru, seumptions; hypoihetkal eandMbns; and WnNhg eonditbns used h the assignment. TM p-abbm has been idenefbd and al . TM results an pnanted in fhb Summary Appnber Report 1. h Preparing tlds appraisal, the appraser hu bee napasbd b perform an appraisal bom tln exterior only. TM appndser ms41e a physical knpeetion of do subject property from tM street only. Thb a vacuit lot and that wu the extad of tln hspedian. The physial cterlsUa of tM subject an irom the owner, county rseads andla muIWM hfonnation. 2lydormetfon pertaidng b regional, munidpaety end neighborhood b based on tech obtahed Fran ayantaadonc hduding, lint not Nmked to; Canty Pbnnhg Canmiulon, U.S. Censw Bureau and local newspaper publieatlons, etc. The appreber hu personally vbend Me neighborhood. ', 9. The wbject property data b bead on tM County /useacment Olsee, owner andlor paRle b the tranaetion and psnwnsl ins~psetion. A copy of the deed is attached. 4. Fgghsst and Best Use eaniden tM physical upsets of the property, legal permissl6iely srrd neighborhood trends. 5. The fiuae trsdklonal approactns b raiw wen cornidered h the proass.in soma hshnee tM Cost Approach b not ry for credible assignment raulb, wuaNy based on the age of the tmprovsmenls end 1M aewrate debrmha0on of depna{ation. YVhen a Co:t data is suppged tram tln (Mrshag and Swig Cost Msnuaq and heal buSders. TM sib vales is based on sale of vaunt brrd from neighborhood, a cknilar neighborhoods. Selo dab wu obtsirnd tress at best two of the togow4rg soave a0 of which the r belbves b be neabb; appraser t9a;1M local multl~ict arvia; earths to the iruisaetlon; courthouse and aeecarad records. In most sa pre bek of regabM kaformadon tar dewiopnerd of a rent mulepeerforced 1M eikninatlon of tM heeme appraeh, h area vents It b a ' k b eppNed. N has been determknd that the eliminagon aF any of these approaches he not fmpaeled fire aedb~y of svelte. 6. Afbr analyrJng the evaibble data a Ihal ethude of market value b made. FUNCTION OR THE giTEtfDED USE OF THE APPRAISAL This appraial sport b intended for ua in stab atWment This report Is not kdaded for any other uses INTENDED USER OF THE REPORT The Mended user of the sport b shown on tM apprelal form half ss the cWnt endlor their assigns. No other veer should rtly Ion fhb spat ADDITIONAL CERTIFICATION; As of fire date d fhb spat, I haw eomplNed tM requlnmenb of fire tonfhuhg edutntion program of en AplxakN Instkub. ADDITIONAL cERnFtcAnoN; 1 artily dnk b the but of my knowMdg. end beset, the sported analyse, opirdou and eoneiwlons wen dweloped, and fhb ~hu bear prepared, h cordorrrdly wMh 1M nqukemsnts of the Code of Pnofeslonal Ethic and tM llbndards of Protissfonsi Apprabd P of do Apprabal knUhde. ADDITIONAL CERTIFICATION; 1 eertiy that the use of this spat b autaject to the nquiremenb d the Apprdsal Instltub nletlng b rwfew by ks duly suthalzed nplesentatNe. ADDfTK1NAL CERTIFICATION; I haw no present a prospectlve interest h tM property that b the subject of fhb sport, end no penonel kderat wkh rasped to the parties fmdwd. Signakre "~ Signahre Name Chrblo her Jan BRA Name Date Signed 1 T010 Dale Signed 51ak CertlOcaeon * ACerIReeREAoor Staa PA Sea Certlficseon d: Sea Or Sale License # State Or Stale Liceree A ~-Stan funs TADD2 -'W~nTOTAt' appraisal software try a b mode, inc. -1-000-ALAMODE ' Suoolementsl Addendum ce. W, .,,,~. Borrower H Egab ---- Address 10 York Ck Ikdren Cumberland Stets PA Code 77050.2757 Leader Pu 6 NWer 1 haw no bias wtlh nspeet to the property that k the subjeet d tltls report or b Ure parlNs brdwd with thk assfgnmart My engagement in 1th aaignment was not eontlngent upon dewbping a reporting pndeterminsd nwrlb. My compensagon for eompMting this assignment k not eontlngent upon tM dewbpment or reporWrg of a predstermkred vakre ahsdfon in rakrs that fawn Un aua of the oBsrd, tl» amount of tlu wlw opinion, the attainment of a stipulated nsuN, or tM ooeurranos o~a s¢bsequent event direWy related b tM frrbnded use of ffik apprakal. > SIGNATURE The siprratures hereb an applied eMe6'onieally wBh a password and seeursd wNhb our system proprammbg. ~ SipraMe Name gsbto nJoa Name flab Siped f p~ Sfpned Stab Cerlika0on ~ f or Stele PA Stab CaYfkttlon ~ Sbte a Stele License ~ Stab lk State Llcene of Stab Form TADD2 - •VlraiTOTAI• appraisal sofhrare 6y a b mode, Inc. -1-500•ALAMODE Subject Photo Page H P Estate Address 10 York Ck C Cumbsrlend State PA B Code 1 51 Larder Pu i IINNr Subject i~roint 10 York Ck Saks Price CWA Gross LiYirp Aran Tall Roans j Toml Bedroons ToldBaBrooms LocaBon Sutpebr~n New Averap~IHoiras Sik OlteAty Subject RsAr Subject ~trdet Farm PIC3x5.SR -'4YmTOTAI' appraisal sottrrare try a k mode, krc. - i-800-AI.AhIODE Photograph Addendum Bonoaror E ne H Potts' r Estate Address 10 York Ck C kAeotrsrrics Cumberland Staff PA Code 17050.2751 Lender Puroel ~ Hafler Allemafe view of Yotk Carole View of sNe tekeM from tear yard of 70 York Cirde I View as taken from Kinpswood Drive Fam fiPIC3X5 - •VYInTOTAL• appraisal soriwaro by a b mode, inc. -1-804ALAMODE Photograph Addendum E ro H Estate Address 10 York Cr Mectrerresb Cumberland State PA Code 17050.2751 Larder Purosl d Heller View of Kinpavwod DRive and 8rltronCB tD BL~eCt 6118 Allemats reef vleW Alternate roar view ~', Form El(5 -'YVinTOTAI• appraisal so8ware by a W mode, inc. -1-SDO-AIAMODE Photograph Addendum lent E ne H Pott r Estate Address 10 Y rk Cir Cumberiend Stite PA Code 17 2751 Lender Parcel & Halsr Attemete rear view Fond FPIC3X5 - "NfinTOTAL• appraisal soiMare by a la mode, inc. -1-t104ALAMODE Location Map Borrower H P Eetale Addreei 10 Yak Ct Cum6wlend Stale PA Code 1JD50.2J51 Lender a Hr~r ,. d ~8 e110d6 IhC. z. = w ~' '~ TeYMrw~r~wrYOwly ~. ~ ~~ r 'J r- .iTa~ ._~~ •,Y,~ `~~` ~.. ~ ~~ „-.. ,~ ; ::. 3 • ,. ~. ~ ._ \`i tia 1~ ,' ~. ~._ MDr`^..~1 '; -ter ~~'~ ~ ~ 1 ~• ~ KMDt: VNW - S~' ~ \t l . .«~ ..~ 4 ~ . ~..~~ , ` . ~ ,,, ~ ° 1 l3ood tlop~ ~ ~8~rt~, R ~l ` i ` r.1. Q¢¢^ ~~:. $T~ LL' i , ~I rl.. a~ tt`y X ~q, Piflt ~"J.1y ,,~",1 r~ ~ ~~, j ~ ...~ i~~ '~'. t ~~rt 3v~~ ~y~ rte ~ ~,.y ',r'.. ti B :;,4E~ R,,:,tA.~ t :. 11 r` ~ ~- '°y~"'.. 1, `. c:'k ~..~ r ~ .. ~~~ ..- ` ...ti 1 ~ ~~ ~. ~ 4'1j, `A ~ O _ ~_ } _ VI~,~ ~ ~„ ,, ` ~' AoeiMry, _. ,Local Point '~ ~ ' qL 74 .. '~ ~. p~ 4 4~... .aM~~ ~ ;i7 3.~~ r. ^ 8 F R '..L w~ ~ y~ . a , LF ~ 1t,~~ {~ 7 i ¢, ~~ ~ ~.~n ' .d}- ,.mot '~~ , 5 , w .:Y r' h'euod~D. '~~i f ~ ~~' i' . ~y", S ~ ,. LaHigh PiMC= ~~~ ~e~rt ° . -~ d~ a ~V,t'' __ ~ i l GNe or ,j~~ ~~ }~t. Ydf t ~ RwtvekMll... '~fr ~.~,~, ~r ''" P I Form tdAP10C -'NNnTOTAL' appraisal soIlrvare by a H mode, inc. -1-BDaALAt~10DE __ __ _ _ -, Tax Assessor's Map Borrower H P ENaN Addross 10 York Ck - Cumberlend State PA LD Code 17050.2751 Lendef i Heller . Fam MAP.Tax -'WmTOTAL• apprai~l sollware by a la motle, ins. -1-OBB~ALAAIODE Deed -Page 1 ' ~ ~~'~~~ Prrpared By: Mttmrl R WttNers ID, EstJ. 54 East Msin Streex Mec}wricsbtug, PA 17055 (717) 697-4650 Parcel No. THIS DEED, 1tfsDF. TIIIS ~'J~- day of !~`kcL~,~ , in the year of our Lord two thousand eight (2008). $E'I'~VEEN EUGENE Ii. POTTEIGER and. GARY E. POTTEIGlFR, Grantors, oitd, EUGENIi; H. POTTEIGER and NANCY C. POTl'EIGER, husband and wife, or the survlvor thereof, as one party, and GARY E. POTTEfGER, as another party, as Joint Tenants with the Right of Survlvorshlp, Grantees, !f'I771ESSETfI, that in cor~idvation of ONE - = - - - {SI.00) DOLLAR, in hand paid, the reG whereof is hereby aclawwledgod, the said grantors do hereby grant and convey to the said grant than heirs and assigns, with Eugene H. Potteiga and Nancy C. Potteiger, husband and wife, or survivor thereof, constituting one party, and Gary E. PoJteager, the send party, as joint tent with the rig#tt of survivorship, AIL THAT CL-RTA0~1 tract or pared of land situate in Sih~er Spring Towr Cumberland County, Pennsylvania, being moro particularly bound and described as follows, [o BEGINNING at a paint in the public street known as Kingswood Drive at the come of undesignated lot improved with a dwelling known as 12 York Cirolc; thence along i undesignated Jot and Lot Ato. 2, Notch 53 degrees 59 tninutes 40 seconds West, a distance of 402, feet to a point; thence along land uow or formerly of Herbert Stones, North 36 degrees 00 minu 20 see~nds East, a distance of 688.56 feet to a point'; thence along land now or fonncrly Brandywine Village Subdivision, South 55 degrees 26 minutes 20 seconds Easl, a distance 307.36 fees to a poir>< marked by a concrete monument; thence along land of Wynnewood Ps Subdivision, South 28 degrees IS minutes 1b'est, a distance of 702.73 feet to the point and place BEGINNING. Form SCtilGl - "I~nTOTAI' aPPralsal saltwaro by a h mode, inc. -1-80!}ALAAtODE Deed -Page 2 CONTAINING 5.642 acres, more or less. BEING Lot No. 3 as shown on the Plan of Loll known as "Minor Subdivision Plarr fur G Farms", said Plan being recorded in the Ot`Tice of the Rcoordes of Deeds in and for Cumberlarr~ County, Pennsylvania, is Plan $ook 36, Page 3I . BEING a part of the same premises which John L. Kreitzer and George J. Beisil~ Executors of the Estate of Ralph G. Kreibar, deceased, by their deed dated August 4, 1976, and recorded in the Recordtr's Otyrce aforrsaid in Deed Book "S", Volume 26, Page 583, granted arrtit conveyed w~ro Eugene H. Potteiger acid Gary E. Potteiger, Grantors huein. ', This trsursfer is wholly esempt from Realty Transfer Tax because ft Is a conveyance frron father and son to father-, mother and son. The said grairtors hereby covenant end egret that they will warrant specially the prope~t}~ hereby conveyed. ', IN fK?17JESS Jf'NBi2EOF, said grantors have hereunto set their hands and seals the dad artd year first above written. Slgnerl. &rtled and Defruered in the Pmrence of ~ P GEIt GARY . PO EIG i Fam SCNL~L -'WinTOTAL' appraisal sottwtbe try a h mode, inc. -1-80QALAMODE De®d -Page 3 Commonwealth of Pem~sylvania ss. County of Cumberland ) ', On this, the :~~" day of i ?' ~~L~))~/ 2008, before me, the undersigned offs personally appeared EUGENE H. P01?EtGER, knmvn to me (or satisfactorily proven) to be th person whom Hama is subscn'bed to the within instnnrreatt, and acknowledged that he execut same for t}re purposes thuein cwttained. [N W[iNESS WHEREOF, I heramto set my hand and official seal. Notaryy Public ..... Non~• i stn ~~ DIAWE W SMr-H '~. Nottzy Public ~~ LOVK..R ALIEN 1WP. CUM6ERtPND COUhT' My ComtnbYen Etcpnec Jun 22, 2006 Commonwealth of Penns}dvania ) ss. County of Ctnnbcrlnnd ) On this, the S~"day of / I 't~'~•v / , 2008, before mc, the tmdersigned oilicK personally appeared GARY 1? POITEIGER; known to me (or sati6f~torily proven) to be t person whose name is subscribed to the within irrstrumcrrt, and ackrwwfedgcd that he exectrt same for the purposes therain contained. IN WITNESS WHEREOr, I hereunto set my hand and official seal. ~~~ Notary Public NGWrIAI SEAL '' ~+ otANE rn s~strt Natary P~bac tOY/ER ALIEN 1WP, CIFABERIAND CCda~RY My Comnibsbn Erptei Jun 22, 20D6 form SCNLGL -'NfnTOTAL' appraisal software by a 18 node, irte. -1-800-ALAAtO~ Deed -Page 4 ROBERT P. ZIEGLER RECORDER ON DEEDS CUMBERLAND COUiYTY 1 COUItTIiOUSE SQUARE CARLISLE, PA 17013 717-240-6370 Isulrumcnt Number- 200815808 Recorded On S/13/Z008 At 3:d2:dl PM * Total Pages - 5 * Instrument Type - AF.ED Invoice Number - 20837 Uscr ID - KW * Grantor - POTTEIGER, EUGENE H • Grantee- POTTEIGER, F,UGENE Ii * Customer - \VALTERS !, * FEES STATE titRIT Tax $o.so Certification Page STATE JCS/ACCESS TO $10.00 ,msTICE DO NOT DETACI~ RECORDING E'EES - $12.00 RECORDER 08 DEEDS I, AFFORDABLE HOUSING $ii.so This page is now part covNTx ARCHivss FeE $a.oo of thisfegaldocunlent. ~ ROD ARCHIVES FEE $3.00 CUt~&RLAND VALLEY SCROOL $0.00 DISTRICT SILVER 6PRING TOFTNSHIP $O. DO ', TOTAL PAID $39.00 I Certify this to be recorded ', in Cumberland County PA ~~'.~~-~-~7° ~ ', RECORDER O D EDS ~r II ' - laformation dsaeled by an asserlsN msy d~ange doriog ~! the+Yrination process snd may not be re0eeted on [his page. III ~INI~I~~!lIINI~~ Form SCW.6l -'WmTOTAL• ap~afsal soAware by a b mode, fnc. -1-800-AIAMODE Zoning Ordinance -Page 1 SECTION 204 R-1 RESIDENTIAL ZONE (R-I) ', 20x.1. Purtwse -This Zotx is meant to accommodate subur6att detached residential growth within the l'ownship. This 7.one coincides with potenGnl sewer and water utility service areas; however, the actual availability of these services is likely to occur at different times, in dilTerent areas. As a result, permitted densities have been adjusted ~'I according to the availability o1'tltese public utilities. All units that are proposed without tlx use of public utilities will be required to be situated to one side of a wider Int so that, future in-fit! development potentials can be protected when public tnilities become available. In accordance with local planning goals that were developed within the 1`ownship's ~'I Comprelxnsive Plan, developments -vithin this 'Lone will be encouraged to engage a proper site plan review process. Such process will be used to help preserve any significant natural features or arras of severe developiTrcnt liihitation. Additionally, sonx provisiat of common open space will be crxaureged to help rc-rofit needed ', neighborhood and linear parklands, as suggested within tlx'!'owrtship's Comprehensive) Recreation and Open Space Plan. Flexible net density and cheater design standards will he used as an incentive far tlx ~, protectian of important natural/cultural features, and/or the provision of common open 'i space. 204.2. Pernritted Uses I. Agriculture, subject to the standanls fisted in Sectirxt 201 of this Ordinance, but arc r~ 'n commercial livestock operati<xts, as dtfined herein; 2. Single family detached dwellings, provided that il'e proposed subdivision will involve 10 or more new Single family tletaclted dwellings and it is rtot submitted and subsequently approved as a Cluster Development, then conditional use approval shall be required under the standards of Sectian 449. 3. Public and nonprofit parks and playgrounds; 4. Public utilities structures excluding communication antennas, towers, and equipment; 5. Public vocational and mechanical trade scltcu~ls; 6. Forestry Activities (See Section 348); 7. No-impact home based business; and, $. Accessory uses customarily incidental to tlx above-permitted uses. 9. Cluster Development in compliance with Sections 316 and 327. 204.3. Snecial Exception Uses (Sec Section G04.3 J I. Home occupations (see Section 422); 2. Family day-rare facilities (sec Section 416); 3. Public and private schools (see Section 432); and 4, Amateur Radio Anrermas (see Section 447). $aylr Spiny TOw~nrYp 2oryrp OrdMurce •Sa- Artida 2 Xone i ~i Fam SCNLGL -'YVbrTOTAL• appraisal software by a la node, Inc. - b1~0-AIAMODE Zoning Ordinance -Page 2 204.4. ~wt(tltional Uses (See Section 704.} I . Gol f calrses (sre Section 41 S); 2. Village OverlayLatc dcveloplnents (sec Section 207) and; 3. Churches atxl related Uses (see Section 4(17). 4. Single family detached dwellings, ifa proposed subdivision will involve 10 or more new single family detached dwellings end it is not submitted alld subsequently approved as a Cluster Development (See Section 449). 204.5. Permitted Dcuslty for Sinelo-Family petached Uwellin¢s On 1'arceb lyot Serviced ', ~y [3oth Public Sewer And Public Water L for each pnrccl of contiguous land in single ownership as of the effective date of this Ordinance which is not served by both public sewer and public water, there may be five (5) lots sold or utilized for a permitted use single-family detached ', dwelling, provided that each of the newly created bra, as well as the parent tract, shall crnnply with tlx design standards listed in Section 204,6.; 2. The provisions ofthis section shall apply to all parcels of land legally e>isting on ', the effective date ofthis Oniinance. Regardless of size, no tract of land subseq-rcn11y subdivided from its parent tract shall quality for additiultal permitted ', use single-family detached dwellings or lots pursuant to this section. Similarly, ', any subsequun owner of any parcel of land legally existing on tlx effective date ofthis Ordinance shall be bound by the actiolu of previous owners in that such current owlter may only subdivide for purposes ol`additional permitted use single- '~ family dwellings the number of lots, if any, renulining from the original number permitted by this section. Any subdivision or land development plan hercafler filed for a tract of land in tlx R-I Zone shall specify which lot or lots shall carry ', wish them the right to erect or place thereon any unused quota of pelmiltcd use single-family detached dwellings, as determined by tlx provisions ofthis section: 3. In the event a tract of land, wtlich was not classified as parr of the R-I 'Lone on ', the effective date ofthis Ordinance, is Ixrcafler classified as part of the R-1 Zonr, ', the size and ownership of such tract of land shall be dcunmined as of the etective date of tlx change in tlx zoning classilicatia-; and, 204.6. Desien Rcaatremcuts7• Scc table below slMrlrww \lrrherw atuhr~sr ?naisrrra l'rro lrllwce.' \kshnrm lMMixtd Puhlk lYiWks la .\m I.rt p'WrY Irt C'tn• Prwtt (Ae SWe arlh Sider Itter 1'ermNnd I 1 Nrnt ~3.Se0 n' ,&1 n. 2(M,: ~If n.` fuourrt 3 I~aWSne 3 5e n. 33 ft. rtddw\Ya1er 3?Ul4~.R.' LW II 2bS. 1011.} roaawc.l Fnetnae~ Wn. 33n PoWic scam :nauU . n I'3 Il.° 31NS JO n,' Mtn. Ju tl. ~0 n 33 Il Both PWdk Steer atW PWrit Wstet I S,d1p ay 11 I tq IL' 3Y.s 3S n.' i n ?o n. 3S tt 3y n 'All relying upon al-lot sewn mus- txnnpry \nm xatan s t 1 or mts txamettce. Mich 2 Zone Repulsaona •57• Haver Sptlnq Township Zotdna Qrdsnnce Form SCNLGL -'VYmTOTAL' appraisal software by a la mode, Inc. -1-8D11-ALAMtD~ I __ _ _ _ ~. Zoning Ordinance -Page 3 'Minimtmt lot width at the street right-of-,vay line may be rcdured to race kys than sevcmy (70) feet ,vbert tucatrd on a cut-dc-sac turnarourtd. 'titinitaum ase hundred foray I IAO- feet on one sidt, plus a minhnum afteenty-five t35) fee( at the dhcr side. 'Adhrimwn one hwtdred nvMty t 130) feM on anc side, plus a minimum of twenty-five (25) feel on the other sido. `Required nilnlmum front yaM sdbacks shall be filly {501 feet whmt abutting un arterial road. 'C•.xisting single family Ices, regardless of whethtr they are serviced by publk or ar lot utilities, are broverned by the design rcquircmrnts fa tots util(zhrg bwh public sewer and public water except far the following minimum yard snback standards: Front ~ thirty-five (351 feet. one side - eight B) feet, troth sides Twenty (20) feet, and rear thirty-rive (35) feet. 'See Section 319 for Public Utilities Smicture. ZOd.6.1. Arc Restricted Resulcutisl tkvebnmen A. 11tis Section 204.8.1 provides a density lxmus for a residential development that nn applicant agrees ro establish as being age restricted in compliance with the Federal requirements for "Housing for Older J'ersons" as specified in the (htitrd States Crxle. (Note - As oi' 2007, such provisions were in 42 L1.S,C. 3607). Q. In orcler to be approved by the Township as Aym 12estricted Residential Developtnern, every dwelling unit (except a unit for one: manager) on a freer of land shall be pennancntly restricted by deed, by any lease and by notes at the recorded plan to the following - occupancy limitations: I . a minimum of one head of household of each clwel ling unit shall be age 55 years or older, ur who is physically disabled as defined by Social Security disability regulations, except that an applicant tray choose the option under Federal law of using 62 years or older for such limn instead of 55 years or older, and 2. tw person under rage 18 shall live in the dwelling unit ('ar more than 30 da~rs in any calendar year. C. In order to be approved as Age Restricted Development, the applicant shall establish an appropriate legal auity, strch as a property-owner association, that has the duty, authority and responsibility W enforce such age restric(ions over time. The Township shall also have the ability to treat any violation of strch age restrictions as a violation of this Zrnting Ordinance. I . If a household rater the occupancy requirements at the tine of the initial occupancy, Then such pcr:scxts shall not be required u~ ttxwc if the household in the future race longer meets the occupottcy because of death, disability, divorce or ~ separation of one of the occupants. D. 'this Secaion 204.6.1 shall only apply for a development of single family detached dwellings' that is served by troth public sewer and puhlic water services and that is trot approved as a L Sher SD~a Termalip 2onbp Ordinance -Sa• MtGe 2 ZCne Raaurtbns Fonrt SCNLGt -'WnTOTAt' appraisal suttrrate by a g trade, inc. -1-t3D0-ALAhtODE Zoning Ordinance -Page 4 Cluster Development. If a residential dcveloprnrnt is approved under this Section 204.G.1. ', then the minimum lot area fur a single. family detached dwelling shall be reduced to 9,000 square feet, the minimum tot width shall be reduced to 70 fret, the maximum lot coverage ', shall be increased to 40 percent, the minimum front yard shall be reduced to 25 feet, and the '~, minimum width of the two side yards together shall be reduced to IG feet. t?. If a condominium form ofownership or similar arrangnrKttt under the State Plarmed Communities Act is used, the applicant shall prove to the Township that the buildings will be laid out in such a mamter that each dimensional rcquirrntrnl would have been met ifeach dwelling had lien placed on its own fee sintpte lot. 1'. A minimum o1' 15 percent of die entire area of the tract prior to develupntent shall be preserved as common open space and shall be suitahle for recreation for persrnts age 55 and older, Areas that would be needed to meet the minimum lot area fnr individual dwelling units shall not count towards the minimum common open spar requircmrnt. The amount ofoprn space shall not he deducted frwn the lot arcs before determining the net density. G. An Age Restricted Residential Development shall meet all other requirrmrnts of Township j ordinances that are not spcc;ifically modified by this Section. 204.7. Acc~aorv Uses I. Maximum permitted hci~ - Nilicen (I S) feet: 2. Minimum setback rcquir~ements: A. Froth yarcl setback -Three hundred (300) feet; arul, 13. Side artd rear yard setbacks -Five (5) feet. 204.8. All uses permitted within this Zone shall also tangly with all applicable General Provisions contained within Article 3 ofthis Ordinance. 204.9 If any portion of a new principal building will he located on any slopes ofgrcater than 35 percent, then a 2 acre minimum lot area atxl a 2001'ect minimum lot width shall be required. ', I . An applicant shall prove compliance with this provision at the time of final ', subdivision or lond development submission. Any sulxtivision plan for a new Icu ', shall show the outer boundaries of the pmposrd prittt:ipal building silt. Any applicant may legally commit on the subdivision plan to not construct any ', principal building at por-iorts of the lot with greater than 25 percent slope in order ', to avoid the larger lot requirements of this Section. 2. This Subsection 204.9 slutll nor apply to: I) a lot that lawfully existed prior to the ', adoption of this Section, 2) slolxs that the applicant proves were clearly moo- ', made prior to the enactmrtn ofthis Subsection, ur 3) i1'the building intrudes into ', a total land area of less than 300 sgtutrc fret of greater than 35 percrnt slopes. Article 2 Zone RepWaaoM .5p. Sgver Sprhq Township Zoning Ordxience ~' form SCI~GL -'tMnTOTAL• appraisal software by a q mode, itic. -1-80D~ALANIODE Zoning Ordinance -Page 5 3. 'Phis Subsection 204.9 slmll apply based upon the sbpes thai ta~ere in cxis~ence at the time of enactment of this Section. prior to any subsequent regrading. I III I ill I I I I I I III li III I i Sllwr Sptlnp Township Zonn+p Ordlnsna ~80- ANeN Z Zany RoquMtlans ~~li I' Pam SCtaGI -'N4nTOTAI• appralstl soAwre by a b mode, inc. -1-B00-ALAMIODE Appraisers certification ROBERT R. JONES & ASSOCIATES REAL ESTATE APPRAISERS b CONSULTANTS 7600 ALLENTOWN BLVb. HARRISBURG, PENNSYLVANIA 17113-3708 OFFICE (717) 652.6600 FAX (717) 852-3983 www.ionesaP(amisers.com ROBERT R. JONES, SRA, RM CHRISTOPHER M. JONES, SRA JOIiN R. JONES. SRA (1958-1693) Commonwealth of Pennsylvania Department of State Bureau of Prof@.."ssionat at-d Occupational Affairs PO Boz 2649 Iiarrisbnr~ PA 17105-2649 Certificate Type Certitled Residential Appraiser I~~ LEBANON, PA +7042 (717)836!0170 i a8 0 9.655 Certifica a Status aotlre loltial Ce+rtfl~cat~on bate CHRSTOPHER MICHAEL JONES Ccrtificate 7600 ALLENT(3YYN BI.VO Nnmbcr i HARRISBURG PA 17112 RL000242L E>,pirati n Datc 06/30! 01!1 Sigmlun ! F^ C~eai..ianer pt 1,orl.~a oeeu~afinw ,,rein Fam SCI~GL -'Wa1TpTAL~ apprafsei si111ware Dy a h rtade, ira:. -1-600-ALAMODE __ _ _ _ _ _ 1~ llodge tnxrepia - rnvate razry rneing tcepor~ - ~euey ai~~C avc~x ~~ rtt~ nt s~ s~ ----------- i3i,,c,., advertisement ra.~C i ~i ~ ~~ QO~~E ;~, I I ii ~ -. How did t IIVE without future #5 ~,_; ~ . 1999 Dodge Intrepid ES Sedan 4D BLUE ~Q01(=$ PRIVATE PARTI~ Yd~LUE Condition Value ~ Excellent $2,760 (sue) Good $2,460 Fair $2,085 Vehic4e Highlights Mil~aoe: 60,000 Etgiwe: V6 2.7 liter ~: Aubomatiic Drivrlraih: FWD Selddad Equip11f1err 9~ard Air Conditioning t Tilt Wheel Dual Front Alr Bags Power Steering Cruise Control ABS (4-Wheel) Power Windows AM/FM Stereo Power Seat Power Door Locks Cassette Alloy Wheels Window http://www.kbb.com/kbb/UsedCazs/PricingReport.asp~c?Yearld=19998tMileag ... 5/14/2010 _ __ _ _ _. i~ linage intrepia - tnva>:e tarry rnciri~ xcepvn - ~t>itey ~iuc nuux - ' r~~ ., u,. ,,__ ~~~ $2,085 • Some mechanical or cosmetlc defects and needs servicing but is still in reasonable running corxlitlon. • Clean title history, the paint, body and/or interior need work performed by a professional. ' • Tires may need to be replaced. • There may be some repairable rust damage. Poor N/A • Severe mechanipl and/or cosmetic defects and is in poor running condition. • ~ have problems that cannot be readily fixed such as a damaged frame or anoted-through body. • Branded title (salvage, flood, etc.) or urrsubstantlated mileage. Kelley Blue Book does not attempt to report a value on a "poor' vehicle because the vale of these vehkies varies greatly. A vehicle In poor condition may require an independent appraisal to determine its value. * Pennsylvania 5/14/2010 http://www.kbb.com/kbb/UsedCars/PricingReport.aspx?Yearld=1999&IViileag&... 5/14/2010 ..._.___ F:IUSERS\Bop\WpfileslCLIENTS111434100011Tmst-Family-Trrevocabfe-Potteigcr.wpd CRRibop i l-Dec-2007 IRREVOCABLE POTTEIGER FAMILY TRUST WE, GARY E. POTTEIGER, JAE A. POTTEIGER, JAMES N. POTTEIGER, SU and CINDY L. MOYER, as Settlors, pransfer $1.00 to GARY E. POTTEIGER, as that our trustee shall hold that property together with any other added propel follows: FAMILY TRUST I. The trustee shall invest and reinvest the Trust estate and shall and the net income (Hereinafter called "Income") as follows: A$~IN HARLEY tee, and direct V ITT TRUST as the principal A. During the lifetimes of EUGENE H. POTTEIGER d', NANCY C. POTTEIGER, the trustee shall use so much of the Income d principal as he or they deem advisable for the health, maintenance, suppo dud education, including funeral expenses, of a group consisting o EUGENE H. POTTEIGER, NANCY C. POTTEIGER, GARY E. PO EAGER, JAE A. POTTEIGER, JAMES N. POTTEIGER, SUE ANN ~aRr"EY and CINDY L. MO~I~,•~vith no duty of equalization, or ma skid Income to principal and invest as such; PROVIDED, HOWEVER, N ~TCOME OR PRINCIPAL OF THIS TRUST MAY BE USED TO S ~L,ANT ANY OTHERWISE AVAILABLE GOVERN1~71$NTAL B F>rTS OF ANY BENEFICIARY BUT MAY ONLY BE USED TO SUPP EVENT SUCH BENEFITS TO THE EXTENT THAT ANY DI$TRIB OriT WILL NOT DISQUALIFY SAID BENEFICIARY FROM REC T~'ING SUCH GOVERNMENTAL BENEFITS. We recognize that needs will vary from person to person d from time to time. Accordingly, we direct that all distributees need not a heated equally or proportionately; that one or more of the eligible distribute s #nay be wholly excluded from any or all periodic distributions; that the pa etn followed in one distribution need not be followed in others; that dome .may be accumulated to whatever extent and in whatever amounts oar trustee may think appropriate; and that our truster may give such co iteration to the other resources of each of the eligible distributees as our sltee may think appropriate. B~. Uponthe death ofthe survivor ofEUGENE H. POTTEIGER POTTEIGER, the trust shall terminate and be distributed v GARY E. POTTEIGER, JAE A. POTTEIGER, JAMES T SUE ANN HARI.EY and CINDY L. MOYER. ar~d NANCY C. t equal shares to f. ~OTTEIGER, 1. In the event any of the above are not living at ~~ death of the survivor of EUGENE H. POTTEIGER an NANCY C. PO'I"I EIGER, his or her share shall be added to $ shares of the others, II. Adopted Persons: For the purposes ofthis deed, persons adopted d ~ minority shall be considered as children of their adoptive parents, and they and their des nidants shall be considered as descendants of their adopted parents.. ADMINISTRATIVE P OVISIONS III. Death Taxes: All federal, state and other death taxes payable beca a ~pf any Settlor's death on any property then held hereunder or on any insurance proceeds or o r'~death benefits payable directly to Settlors' trustee shall be gaid out of the principal as if they w e 'iadministrative expenses. 1V. Remaindermen Under 21 or Disabled: If any remainderman beco e~ entitled to an outright distribution of income or principal and is (i) under the age of 21 or (i) ~ our trustee's opinion, disabled by illness or other cause and unable to properly manage the. dsl: A. Pa en : As much of such income or principal as my trust a may from time to time think desirable for that remainderman either shall a ;paid to him or shall be applied for his benefit; and B. B ance: The balance of such income and principal - an the net income from those funds - shall be kept invested and managed as a se arate trust for that remainderman, with the trust funds paid to or for the er~ainderman in accordance with the provisions of the preceding p p~. When the remainderman reaches the age of 21 or, in our trustee's opini ~ becomes free of disability, as the case may be, the balance shall be'~, paid to the remainderman. If he or she dies before that time, the balan a 'hall be paid to his or her personal representative. Any funds to be applied for a remainderman either shall be applied directly by o trustee or shall be paid to a parent or guardian of the remainderman other than Settlor or t any person or organization taking care of the remainderman. Funds applied for minors ay also include distribution to a custodian selected and appointed by our trustee under the Uniform ifs or Transfers to Minors act of any state. 2 V. Early,Endin~ of Trusts: If our trustee, in our trustee's sole discretion, determine that it is desirable to do so, our trustee may end any trust under this deed. '' A. Method: Our Trustee may end any trust under this deed paying the then remaining principal and income of that trust to anyone or m r~ of the persons then eligible to receive the income, to them in such propo onus as our trustee thinks appropriate with no duty of equalization or may to ~y exclude any beneficiary. I, VI. Endin~~of Trusts Within Rule A~a~.inst Perpetuities Period: Thep ' ci~pal of all trusts under this deed shall vest absolutely in interest not later than 21 years after the de 'pf the Settlors, and such of their descendants who are living on the date of this deed. Immedi t~ly prior to the expiration of 21 years after the death of the survivor of the above group any princi al which has not vested in interest shall vest absolutely in and become payable to the person or pe ohs then eligible to receive the income. VII. Protective Provision: To the greatest extentpermitted by law, befo e~ actual payment to a beneficiary, no interest in income or principal shall be (i} assignable y a beneficiary; (ii) available to anyone having a claim against a beneficiary; or (iii) no funds shall be used to supplant any otherwise available governmental benefits. ~I VIII. Management Provision: We authorize our trustee: ~ A. Retain/Invest: To retain and to invest in all forms of al and personal property, including any type'of life insurance, common t'funds, mutual funds and money market deposit accounts, regardless o any limitations . imposed by law on investments by trustee, or any principle f lbw concerning investment diversification; B. Compromise: To compromise claims and to abandon any p~operty which, in our trustee's opinion, is of little or no value; I, C. Borrow: To borrow from anyone, even if the lender is a e hereunder, and to pledge property as security for repayment of the fun borrowed; D. Sell/Lease: To sell at public or private sale, to exchange o to lease for any period of time, any real or personal property, and to give o tions for sale or leases; E. Loan/Purchase: To make adequately secured loans to, and t~ buy property at fair market value; 3 F. Capital Changes: To join in any merger, reorganization, vo ' g-trust plan or other concerted action of security holders, andto delegate discretionary duties with respect thereto; ~', G. Allocate: To allocate any property received or charge inc qd to principal or income or partly to each as may seem reasonably app oplriate, without regard to any law defining principal and income; H. Reimburse: To request and receive immediately from the S ttJlors any funds needed to make payments under the article concernin vlvithdrawal of additions to the extent that there maybe insufficient princi a1! to satisfy any demands thereunder; I. Select Options: To select a mode of payment under any q ified employee benefit plan or any retirement plan to the extent that the to s of that plan permit it to do so, and to exercise whatever rights our fee has in any manner that our trustee, in our trustee's sole discretion, dee ~ available; J. Divide: To divide fractionally any trust into two or more s~p~rate trusts for tax, accounting or other reasons; and ~ K. Distribute: To distribute in cash or in kind or partly in eac end to allocate property distributed in kind without any obligation either t distribute such property among the recipients (including any trust hereunder p~'oportionately or to distribute property having an equivalent income basis to all recipients (including any trust hereunder), so long as the to I market value of any beneficiary's share is not affected by such allocation All powers and discretion granted by this deed shall be in addition to those gran ed by law, shall continue in full force until the actual distribution of the property, and shall be exe ci~sable without court authorization. Investment and administrative powers may be independently exercised by anyon~ ar more of the Trustees. A. Each trustee, in fulfilling his or her investment and adm hereunder, is authorized to independently and without the her Co-Trustees, in his or her sole and absolute discretion, er counsel, accountants, depositories, custodians, brokers, alto and may pay them the usual .compensation for their see .five duties ~r of his or investment and agents, out of the 4 principal or income of the property held hereunder with the ~ same force and effect as if done by all the Trustees. B. All persons and/or organizations dealing with one trustee many rely upon this provision and not require the signature or joinder of all true es. IX. Additions: Anyone with our trustee's written approval may add to ~ principal of any of the trusts by deed, will or otherwise. The following provisions shall apply otwithstanding the other provisions of this trust unless the person who makes the addition othe 'fie directs our trustee in writing: A. Additions: Any transferor(s) of any such contribution m y,designate or earmark such contribution for the benefit of any one (1) r',more of the beneficiaries under Article I(A): In such event, notwiths d~ng anything contained to the contrary in this Agreement, no person(s) thier than such beneficiary or beneficiaries for whom such contribution i d~e~ignated or earmarked shall have the right of withdrawal hereunder with respect to such contribution. B. Withdrawal Rights: With respect to any additions made wing Settlors' lifetimes, each of the beneficiaries in Article I(A) with exception of EUGENE H. POTTEIGER andNANCY C. POTTEIGER s l lave the right to withdraw contributions not made by him or her during his o~ her lifetime by writing to our trustee, the maximum amount (presently 12,000) which may qualify for an annual exclusion under the federal gift law in effect when the addition is made, however: 1. The maximum amount shall be double if the donor i miarried when the addition is made, and, unless the donor or the opor's spouse directs in writing to the contrary at the time an addi om is made, it shall be presumed that the donor and the donor's spo a Twill consent to have the gift considered as made one-half by a chl of them in accordance with the federal gift tax law regarding gi splitting; 2. The aggregate amount subj ect to withdrawal shall not xc~ed the total additions made during the particular calendar year. 1'~e order of priority in determining who can actually withdraw o~tnts shall be the rights of each named beneficiary not making such o~tribution to the extent of $5,000 and then their descendants to tl~e extent of $5,000 until the above maximum amounts are satisfie insofar as the additions permit; and 5 3. Distributions need not be made from the actual addi in cash or in kind (including interests in life ins promptly upon receipt of notice that a right o exercised. C. Lavse of Withdrawal Rights: At the end of each calen~ amount which may be withdrawn by each beneficiary w current and all preceding calendar years shall be reduced $5,000 or five percent of the value of the principal at that D. Notice: Our trustee shall give notice of withdrawal rights to or their guardians other than one of the Settlors. in and shall be ~ance policies) vthdrawal is :az the total spect to the .e greater of and ibeneficiaries X. Insurance Policies: Our trustee shall have the rights of ownership f life insurance policies (or of rights under life insurance policies) assigned to or otherwise owned y bur trustee in their capacities as trustee, including the rights exercisable in our trustee's sole disc ettion: A. Retain Policies; To retain the policy until it matures and t ply premiums and interest on policy loans thereon by using income (no 'tlAstanding the provisions of the family trust) or by borrowing on the polic ; B. Adopt Minimum Degosit Plan: To adopt a minimum de obit or similaz arrangement regarding the policy, even though that may red c~ the amount of the death benefit or result in the de facto conversion of a hale life policy into a term policy; C. Enter Into Split-Dollar Plan: To enter into and to terminat slit-dollaz or similar plans; D. Exercise Poly Options: To change the beneficiary under a policy and to exercise non-forfeiture provisions, conversion privileges an tither options available under the policy; and E. Obtain Other Policies: To obtain successor or substitute poli ie$ which need not be made through another life insurance company. Our trustee shall have no duty to pay premiums on the insurance policies payable to trustee. The companies issuing insurance policies payable.to our trustee shall have for the application of the proceeds or the fulfillment of the trusts hereunder. XI. Irrevocability: This deed shall be irrevocable and unalterable. olvvned by our responsibility ~_~__ XII. Sites and Governing Law: The sites of this deed shall be in Pe yXvania, and all uestions as to the validity or effect of this deed or the administration of the trust, liereunder shall q be governed by the law of Pennsylvania. ~~ XIQ. Accounting: Our trustee shall send the income beneficiaries or the' representative's statements showing the transactions in their trusts at~least annually. Our trustee an any beneficiary shall be entitled at any time to see a judicial settlement of a trust account in any c of competent jurisdiction selected by our trustee; but no routine court accounting shall be require . ',Alternatively: A. Out of Court Settlement: Our trustee may at any time se a ~Y account or question concerning the administration of a trust, includin; the investments, by agreement with the current income beneficiaries X11 the legally competent persons who would be entitled to receive a shar olf the principal if the trust were to end at the time of that agreement. I. If, in our trustee's sole discretion, there is no legally t to make an agreement, then the agreement may be the above-mentioned persons' guardian, legally Corr oldest legally competent relative of the closest deg entitled to inherit from the person under the intestat which laws gpvern this trust, as if he or she had th and 2. The settlement may also include approval of the a fiduciary if our trustee has received property from B . E ect: Any agreement under the above paragraph shall may ever be interested in the trust, and shall effectively ~ our trustee. ' FIDUCIARIES >n~petent person node by each of ~etent spouse, or e +who would be laws of the state n died intestate; nt of another person. persons who nd discharge XIV. Provisions Regarding Our Trustees: Settlors direct that: A. 3AE A. FOTTEIGER, JAMES N. POTTEIGER, SUE A CINDY L. MOYER shall become successor trustee in the ARLEY and named to fill B any vacancy. Limitations for a Tru tee-Beneficiary: Unless limited by ~n ~, ascertainable standard, no individual trustee with regard to themselves oz} arty beneficiary 7 they may owe a duty or an obligation of support to shall a er participate in (i) the exercise of, or decision not to exercise, any discreti n to pay income or principal to, or to apply income or principal for the bene t of, themselves or any beneficiary they may owe a duty or obligation of sup to (including discretion to allocate funds among a group of beneficiaries discretion to accumulate income); (ii) the determination whether a benfifi i is disabled; (iii}the decision to terminate a trust in favor of themselves o any person they may owe a duty or an obligation to support hereunder; (iv t~e exercise of discretion as to the allocation of any receipt or expense betty eri principal and income; or {v) the selection of a mode of payment and r any qualified employee benefit plan or any retirement plan; C. Conflicts of Interest: The fact that a trustee is active in }~, aspect of the investment business as that business is broadly underst orb shall not be deemed a conflict of interest. Any income beneficiary o h~s or her legal representative may cancel this power by writing delivered pur trustee; D. I~isaereement: In the event there is a disagreement be ebn the trustee concerning the investments of the trust, a majority of the ',tees' decision shall control; E. Sin lug az~lural: Except as just stated, the words "my trust e'r shall refer to all those acting as trustee; F. Successor Trustee of Re onsible fo Acts o rredccesso : ,NO successor trustee shall be obligated to examine the accounts, recd ~ or acts of a previous trustee (or the individual trustee to which the dele anon was made above), nor shall any such trustee in any way or manner b responsible for any act or omission to act on the part of any such previo trustee or such individual trustee. Any trustee shall only be responsible fo property which is delivered to that trustee; G. Resignation: Any trustee may resign at any time without c~utt approval; H. Compensation: Our trustee shall serve without Signed this ~~~ i ~ day of ~-~: ~~ h-) ~ .2007. WITNESS: i -ri .. .,~'" ~~ l GARY . P '15TEIG i J IGER J S~ :. I f ~ i SUE ANN HARLEY ~, t CINDY R ~as delivered, and is hereby accepte inl Pennsylvan )7. ~~!~ GARY E. IGER, USTE ~' 9 I, I II~~' ,( The f~regoing deed of trust v on fJ ' .3 , 20( is ___ _. Page 1 of 2 Summary Statement Met L i f ~ Statement Date Product MetLife Investors USA Insurance Company 7/12/10 Prim Elite IV . ~~,-,. P.O. Box 10426 Overnight Address Contract Number C Account Type ., , _ _.. __ _ _....._ .. ...._.: ~ ...._:;.~:_:~____~__:_.~:~~..~~ _~:.~.~~_~__....w.~.._. Des Moines, IA 50306-0426 4700 Westown Parkway, Suite 100 3500424644 Non-Qualified i i(888) 556-5412 West Des Moines, IA 50266-2266 - ~ - - - -- ~, www.metlifeinvestors.com Owne~(s) - , GARY POT~TE4GER _. . Annoi nt(s} °01-0°°~ GARY PO ENGER ,_ GARY POTTEIGER ~ 12 YORK CIRCLE ..:., :Advisor ache ;, MECHANICSBURG, PA 17050-2751 Gary Po ei 'er I~~~III~~~IN~rr~Ll,ll„~r~Lll~~r{~LL~~~I{~~JI~rLlirl~~l , Account Surh~mary Account Balance an July 12, $559,212.44 Unit(s) I I OI IiOY\IVI I Date Transaction Description Dollar Amount 3/22/10 Ending Balances: American Funds Growth-Income Fund Equity&!nc (post 5J26,invesco VK VI Equity&Income) Legg Mason Variable Lifestyle Allocation 85% Messages: 23020E011-001-0001 $57,906.36 10 .69 $99,559.69 1 .0~ $44i ,9i 6.13 1 .59 n 542.7184 B5 6,597.3395 10 32,511.4991 ~~~ lI~III#I~f IIiI1111111~111iifllNll 1NIII~I~lillillll~fllilll~ll~lll~IIINH i_,__