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Home My WebLink About02-14-11 1505610140 REV-1500 EX (01-10) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 0 0 6 2? ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 2 0 1 1 6 0 2 1 5 0 5 1 6 2 0 1 0 1 0 3 1 1 9 2 7 Decedent's Last Name Suffix Decedent's First Name MI O' H A R A ~ K A T H R Y N E E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 0 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) OX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust D 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number D A V I D H S T O N E E S Q U I R E ? 1 7 7 7 4 7 4 3 5 - -- REGISTER OF WILLS USE ONLY t. ? ~a - ..., First line of address ' ~~-~''~ ~ -~ _~:~ ;~i 4 1 4 B R I D G E S T R E E T _:,.-- ~ r~ Second line of address --,--; _m ~ -.. .. ~ i '~ ~. LL.~ _ ~ ,. -. : . ~.._ - ,. - _.7 ~ ~ _ ,_ _,..k , City or Post Office r ... . - State ZIP Code DAT~~1:[1~D ~ i f~-,, ~ N E W C U M B E R L A N D P A 1 7 0? 0 ~ ~.,, Correspondent's a-mail address: D S T O N E B S T O N E L A W• N E T Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. S NAT~F PERSON SPONSI LE FOR FILING RETURN DATE ADDRESS 524 TR NDL ROAD MECHANICSBURG PA 1705D NATURE OF PR R T ER THAN REPRESENTATIVE DATE ~ ~~ A RESS 414 ID ST ET NEW CUMBERLAND PA :17070 PLEASE USE ORIGINAL FORM ONLY L 1505610140 Side 1 1505610140 J '~~ J 1,50561,0240 REV-1500 EX Decedent's Social Security Number Decedent's Name: KATHRYNE E• 0' HARA 2 0 1 1 6 0 2 1 5 RECAPITULATION 1. Real Estate Schedule A 1. 1 0 2 0 0 0• 0 0 2. Stocks and Bonds (Schedule B) ...................................... 2. Ir 5 7 7 • D D 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. • 5. Cash, Bank De osits and Miscellaneous Personal Pro e p p rty (Schedule E)....... 5. 9 ~ 9 9 . 8 7 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. lr 1 4 ~ D ~ • ~ 8 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. 2 2 9 7 7 . 9 6 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 2 5 1 1 6 2 . 2 1, 9. Funeral Expenses and Administrative Costs (Schedule H) ........ ....... ... 9. 2 5 2 3 8 . 4 5 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ... ....... ... 10. 1 ? ~ 8 • 8 3 11. Total Deductions (total Lines 9 and 10) ..................... ....... ... 11. 2 7 D 1, 7 . 2 8 12. Net Value of Estate (Line 8 minus Line 11) .................. ....... ... 12. 2 2 4 1 4 4 . 9 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............ ....... ... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............. ...... ... 14. 2 2 4 ], 4 4 . 9 3 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 0 0 0 15. D. 0 0 16. Amount of Line 14 taxable at lineal rate x .045 2 2 4 1 4 4. 9 3 16, 1 0 D 8 6. 5 2 17. Amount of Line 14 taxable at sibling rate X .12 D D 0 17. 0. 0 D 18. Amount of Line 14 taxable at collateral rate X .15 D D O 18. 0. O D 19. TAX DUE ............................................. ....... .. 19. 1, D D 8 6 5 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 1,505610240 150561,0240 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 1,0 0627 DECEDENT'S NAME KATHRYNE E• O'HARA _ _ _ _ STREET ADDRESS 5249 EAST TRINDLE ROAD _ _ __ CITY STATE ZIP f1ECHANICSBURG IPA ~ 1,7050- Tax Payments and Credits: ~. Tax Due (Page 2, Line 19) 2. CreditslPayments 7, 0 0 0. 0 0 A, Prior Payments B. Discount 3 6 8.4 2 3. Interest 4. 1f Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 10,086.52 Total Credits (A + B) (2) (3) (4) (5) 7,368.42 0.00 0.00 2,71,8.1,0 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes ^ No a. retain the use or income of the property transferred : ................................................................. ..... ^ b. retain the right to designate who shall use the property transferred or its income; .......................... ..... ^ c. retain a reversionary interest; or ........................................................................................... ..... ^ X ^ d, receive the promise for life of either payments, benefits or care? .................................................. ..... 2, If death occurred after December 12, 1982, did decedent transfer property within one year of death ^ X without receiving adequate consideration? .................................................................................. h? " " ..... ^ 0 .... or payable-upon-death bank account or security at his or her deat in trust for 3. Did decedent own an ..... 4, Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................................................................. ..... 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FI LE IT AS PA RT OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for 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 surviving 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 requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)J. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)J. Asibling 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-1502 EX+ (01-10) pennsylvania I SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN DCCIIICAIT RCC`Cf1CAIT ESTATE OF: FILE NUMBER: KATHRYNE E• O'HARA 21, 10 0627 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or self, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION L Property located at 31,4 Eutaw Ave New Cumberland, 102,000.00 County of Cumberland, PA at appraised value by Rick Sellars Appraisals TOTAL (Also enter on Line 1, Recapitulation.) I $ 10 2 , 0 0 0 • 0 0 If more space is needed, use additional sheets of paper of the same size. REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER KATHRYNE E• O'HARA 21 1D 0627 All property jointiyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• Met Life, Inc• stock - 38 shares ~ $41.50 per share 1,577.00 TOTAL (Also enter on line 2, Recapitulation) ~ $ 1, 5 7 ? . D [] (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA ~+A.+Hf BANK DEPOSITS, Si MASC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER KATHRYNE E• O'HARA 21 1,D X627 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH L• AMA Insurance-refund 9.40 2 Govt Pension checks for 201,0 2,399 •64 3 Long Term Insurance check received 426.22 4 PSECU-Retirement pension check 759.1,6 5 Susquehanna Valley FCU-Acct #4~3-4D Checking Acct 5,955.45 6 Tax rebate 250.00 TOTAL (Also enter on fine 5, Recapitulation) I $ 9 , 7 9 9 • 8 7 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (01-10} Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY __ ESTATE OF: FILE NUMBER: KATHRYNE E• O'HARA 21 1,0 0627 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) A. TERRY L• O'HARA B c JOINTLY-OWNED PROPERTY: ADDRESS 5249 EAST TRINDLE ROAD MECHANICSBURG, PA 1,7050 RELATIONSHIP TO DECEDENT SON ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH-DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST L• A• 0 2 0 4 0 roperty located at 5249 E Trindle Rd, Mechanicsburg 21, 0, 3 5 7.0 0 5 D• L 0 5 ,17 8.5 D Hampden Twp., Cumberland County, PA at assessed value ($166,950) times CLR (1.26) wTerry L O'Hara as '`* 2 A 01, D 7 0 usquehanna Valley FCU-Prem Checking Acct #403-45 1, , 5 51 • D 1 5 0• 7 7 5.6 6 joint w/Terry L. O'Hara on 1-7-06 3 A 010 7 0 usquehanna Valley FCU-Prem Checking Acct #600-45 1, , 2 41.1,1, 5 0 • 6 2 0.5 6 in the name of Terry L. O'Hara w/Kathryne E O'Hara as joint owner as of 1-7-06 4 A 010 7 0 usquehanna Valley FCU-Savings Acct #403-00 ],1, 9 5 5.5 0 5 0• 5, 9 7 7.7 5 joint w/Terry L O'Hara on 1-7-06 5 A 010 7 0 usquehanna Valley FCU-Savings Acct #600-00 4, 5 0 9.81, 5 0• 2, 2 5 4• 9 1 in the name of Terry L O'Hara w/Kathryne E O'Hara as joint owner as of 1-7-06 ** joint tenant w/r/o/s dated February 4, 2002 TOTAL (Also enter on Line 6, Recapitulation) I $ 1, ~, 4 , 8 0 7 • 3 8 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER KATHRYNE E• O'HARA _ 21, 1D D627 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1 Susquehanna Valley FC U-IRA Acct opened for more than 1 2 2, 9 7 7. 9 6 L 0 0• 0 0 2 2, 9 7 7. 9 6 year beneficiary is Terry L. O'Hara TOTAL (Also enter on Line 7 Recapitulation) ~$ 2 2, 9 7 7. 9 6 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER KATHRYNE E • 0' HARA __ 21 1,0 0627 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 VFW-luncheon after funeral 647.82 Stone ~ Murray Funeral Home-funeral expenses 7,004.00 B. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP 2 • AttomeyFees: David H • Stone, Esquire 7,500.00 3, Family Exemption: (If decedents address is not the same as claimants, attach explanation.) 3 , 5 0 0 • 0 0 Claimant Terr L • 0' Hara Street Address 5249 East Trindle Road city Mechanicsburg state PA zIP 17050 Relationship of Claimant to Decedent S O n 4• Probate Fees: See # 5 b e l o w 5 • Accountant Fees: 6 • ~ Tax Retum Preparer Fees: 1 Insurance premium paid 1,7.09 2 Travelers Insurance-flood ins for NC property 368.00 3 Insurance premium 3.00 4 Encomp• Insurance-insurance on NC prop 1,58.00 5 Register of Wills-probate costs 319.50 6 PSERS-retirement pension refund 341.20 7 Stone LaFaver & Shekletski-Reimb on adv and grant of letters in two newspapers 2 3 7 • 0 3 8 US Treasury-repayment of Gov't pension 2,399.64 9 Checks written by dec• but not cashed at bank 728.22 10 Robin Gasperetti-real estate taxes for NC property 1„1,99.08. L1, New Cumberland Boro-trash and sewer at NC prop 1,04.08 12 PA American Water Co-service at NC property 27.28 TOTAL (Also enter on Line 9, Recapitulation) $ 2 5 , 2 3 8 • 4 5 If more space is needed, use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent KATHRYNE E. O'HARA 21 10 0627 Decedent's Name Page 1 File Number Schedule H -Funeral Expenses ~ Administrative Costs - 67. ITEM NUMBER DESCRIPTION AMOUNT 13 PP&L-electric service at NC property ?2.81, 1,4 PA American Water Co-service at NC property 13.72 15 PP&L-electric service at NC property 20.43 16 New Cumberland Boro-trash and sewer at NC prop 9?•55 1? Register of Wills-filing Inh tax ret and Inventory 30.00 18 Closing expenses 1,00.00 19 Rick Sellars Appraisals-appraisal fee on property 350.00 SUBTOTAL SCHEDULE H-B7 I 6 8 4. 51 REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KATHRYNE E• O'HARA SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 10 0627 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Service Oil Co-debt prior to death for property 179.45 2 Kohl's-debt of decedent 55.23 3 PA Neurosurgery-debt of decedent 219•DO 4 Hampden Twp Fire Co-debt of last illness 40.00 5 DMC Services-ATgT card payment 1,000.00 6 District Justice Clement-debt of decedent 110.00 7 Spirit Physicians-debt of decedent 82.37 8 Sears Credit Serv-debt of decedent 92.78 TOTAL (Also enter an Line 14, Recapitulation) I $ ], ~ 7 7 8 • 8 ~ If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: KATHRYNE E• O'HARA 21 1,0 0627 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (Include outright spousal distributions and transfers under Sec. 9116 (a) (1,2).J 1,• TERRY L• O'HARA 5249 EAST TRINDLE ROAD MECHANICSBURG, PA ],705D II. 1• Lineal 224,1,44 •93 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS; A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: I B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: L- TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. ''~u rg+~,.,~,• ~ r.r, ;r;, ,.jrh• ~: l+kl. ny.rv^a;~"`.~z tarrr~,,;~y,~ r:'~i.'+;iM;:'"[.'KT.'-7` F -'F ~rf~i ~"~i'~'~'aSf :dr•r tt-:;a .c,r~ a .o:t ~~~:~~ ~ 's'f ':.}~'..,_ ..; .~.~F:~+G; ',-i ~i~ a: 4 'L. a~ ,r~=t.~.~, J .~_ ~rn.~:~ i!i!;'; t 7 v.~T,~~!~. :n`~xi••f, y °$ ~:'~ '~ ~* t; ~• ~`t.. y,~;'~ ~;~~~ ~i~ ,~ ~. „ ~ ,. jj , .~ r ~ +~ LAST WILL AND TESTAMENT OF KATHRYNE E. O'H[ARA I, KATHRYNE E. O'HfARA, of the Township of Hampden, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last WiU and Testament, hereby revoking and making void any and all other Wills by me at any time heretofore made. I. I direct that my Executor, hereinafter named, shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. II. I have not made provisions for my son, Thomas Richard O'HARA of Box 107, _, ~''- Landisburg, Pennsylvania because during life he received certain benefits from me and I elect not to make any bequests to him by my Last will. III. All the rest, residue and remainder of my estate, whether real, personal, or mixed and wheresoever situated, including my burial plot in Rolling Green Memorial Park in Lower Allen Township, Cumberland County, Pennsylvania, I give, devise and bequeath unto my son, TERRY L. O'H[ARA., of Hampden Township, Cumberland County, Pennsylvania, if he survives me. If he does not survive me, then this gift to him shall be divested and I then give, 'devise and bequeath my entire estate, whether real, persona] or mixed and wheresoever situate as follows: A. I give and bequeath One Thousand ($1,040.00) Dollars each to my gandson, PATRICK RICHARD O'i~[A.R.A, of Landisburg, Perry County, Pennsylvania, my Beat granddaughter, O'DESSA ALICE MAY O'I~[ARA, of Winnemucca, Nevada, and to my great gandson, JESSIE .TAMES PORTER O'HARA, of Winnemucca, Nevada, to be paid to each beneficiary after he or she attains the age of eighteen years. I hereby appoint my ganddaughter, KATHLEEN L. O'1[ARA, as guardian of the estate property of my great granddaughter, O'DESSA ALICE MAY t1C~m C5 ~i O'H[ARA and of my Beat gandson, JESSIE 3~~5' PORTER O'H[ARA until each attains the age of eighteen years, after which he or she shall be paid his or her, bequest plus any interest which may have accrued on it. ,_ ... B. I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed and wheresoever situate to my ganddaughter, KATHLEEN L. O'HARA,of Landisburg, Perry County, Pennsylvania. IV. I direct that my body be buried next to my husband, BRUCE L. O'HAR.A in a lot that I own in St. Johns Cemetery, Trindle Road, Hampden Township, Cumberland County, Pennsylvania. Page 2 of 4 ,~: • V. I hereby nominate, constitute and appoint my son, TERRY L. O'HARA of Hampden Township, Cumberland County, Pennsylvania, as Executor of this my Last WiU and Testament. If my said son should predecease me, not qualify or not accept the position of Executor, then I hereby nominate, constitute and appoint my granddaughter, KATHLEEN L. O'F[ARA, of Landisburg, Perry County, Pennsylvania, as Executrix. vI. I direct that my fiduciaries, herein named, shall not have to post bond for faithful performance of their duties. IN WITNESS WHEREOF, I, KA.THRYNE E. O'I[A.RA, the Testatrix, have unto this m Last Will and Testament set m hand and seal this ~1 ~ ~ da of C ~'~' ti ~t `7 y y y F , Zoo2. EAL) ., •+~r ~- SIGNED, SEALED, PUBLISHED and DECLARED by KATHRYNE E. O'HARA-, the above named Testatrix, as and for her Last Will and Testament in the presence of us who have hereunto subscribed our names as witnesses at her request, in the presence of the said Testatrix and of each other. ~i~ ~~ ~~ Page 3 of 4 ACKNOWLEDGMENT AND AFFIDAVIT STATE OF PENNSYLVANIA ) } SS CiJMBERLAND COUNTY ) We, KATHRYNE E. O'F[ARA, E/yin! /~~7~sd~'tS ~,d ~~~~ti r~P~ ~~5~~ y the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. SEAL) Te trix ,'+,~ :,t (sEALr,. Witness (SEAL} Witness SUBSCRIBED, sworn to and acknowledged before me by KATHRYNE E. O'H[ARA, the Testatrix, and subscribed and sworn to before me by ,~~~~~ P P,yS~h S and ,~~/P~i /~'I P ~7~, ~ Q ,witnesses, this y ~'~ day of ~ ~P ~ ~i ~G ____, 1 2002. , Notary Public NOTARIAL SEAL Page 4 of 4 WILLIAM A. YpCUM, Notary Pubao C.~~np HiJ Boro, C~~mbarland Counf~t ~,. L.~ ~or,~m__,irn E~c,~ir~~ Juc~ 27, 2004 ,~,.~ sy 3 8 ~ Tax ID ~~25-25-0006-i23 DEED THIS INDEr~CURE, made the I Q ~ day of ~ ~ ~ t ~ , in the year of Two Thousand (2000). BETWEEN LILLIE C. H[ARR.O, the unremarried widow of Daniel C. Harro, of the Borough of New Cumberland, Cumberland County, Pennsylvania, hereinafter referred to as "Grantor", party of the first part. AND KATHRYNE E. O'F[ARA, her daughter, of Hampden Township, Cumberland County, Pennsylvania, hereinafter referred to as "Grantee", party of the second part. WITNESSETH, that said Grantor party of the first part, for and in consideration of the sum of One Dollar ($1.00), lawful money of the United States of America, well and truly paid by the said Grantees to the said Grantor at and before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged, have granted, bargained, sold, aliened, enfeoffed, released, conveyed and confirm, and by these presents do grant, bargain, sell, alien, enfeoff, release, convey and confirm unto the said Grantee, her heirs and assigns: Hc~w Ctir, d a~/~•~~/,d~~o4 f ~ ALL that certain lot or piece of land situate in the , in the County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at the point on Eutaw Avenue, westerly side, distant twenty-four and seventy-eight hundredths (24.78) feet north of the northerly side of River Alley; thence in a westerly direction along the dividing line between lots Nos. 35 and 36, through the center or partition wall of a double dwelling-house erected jointly on lots Nos. 35 and 36, one hundred forty (140) feet to line of Pear Alley; thence northerly by the same a distance of twenty-five and twenty-two hundredths (25.22) feet to the dividing line between lots Nos. 34 and 35; thence easterly by said last mentioned dividing line a distance of one hundred forty (140) feet to the line of Eutaw Avenue; thence southerly by the same a distance of twenty-five and twenty-two hundredths (25.22) feet to the dividing line between Lots Nos. 35 and 36, which point is the place of beginning, same being known as Lot No. thirty-five (35) on the plan known as George W. Buttorff's Addition to the Borough of New Cumberland, and having thereon erected a brick dwelling-house, known as No. 314 Eutaw Avenue. BEING the same premises which Harrisburg Trust Company, by deed dated October 23, 1940, and recorded in the Cumberland County Recorder's Office in Deed Book F-12, Page 448 granted and conveyed unto Daniel C. Harro and Lillie C. Harro, his wife. The said Daniel C. Harro died June /~, 1957, causing title to vest in Lillie C. Harm by operation of eaoK 217 FA~,E: 46~ law. THIS is a conveyance from a mother to her daughter and is not taxable. z UNDER AND SUBJECT to zoning regulations, ordinances, easements, building and other restrictions, privileges and rights of public service companies, rights of way, reservations, and protective covenants of record and those visible on the subject premises, and subject to all agreements or like matters of record or visible on the premises, and subject to all rights and ownership in the public in roads, streets and highways, whether or not opened. TOGETHER with all and singular the tenements, hereditaments and appurtenances to the same belonging, or in anywise appertaining, and the reversion and reversions, remainder and remainders, rents, issues and profits thereof, AND ALSO all the estate, right, title, interest, property, claim and demand whatsoever, both in law and equity, of the said Grantor of, in, to or out of the said premises, and every part and parcel thereof. TO HAVE AND TO HOLD the said tract of land with all and singular the premises herein described together with the appurtenances, unto the said Grantee, her heirs and assigns forever. AND the said Grantor hereby covenants and agrees that she will warrant specially the property hereby conveyed. IN WITNESS VV~~REOF, the said Grantor has caused this Deed to be executed the day and year first above written. WITNESS: COMMONWIEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } GRANTOR: 1 ~ - -c~-~-. ~.,~'~vc.~ (SEAL) Lillie C. Harro SS On this day of ~I ,7y C~- , 2000, before me a Notary 2 80010 Zi."t PAGE ~~ Public, the undersigned officer, personally appeared LILLIE C. HARRO, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within document and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notaries ... ~. , ,. t r:rj. i~ ~.. .( ~~ r, lY `~,- . • t w i ~". s L'j Yy. ~ Notary Public . ~~.~~ - ~'~'`° J w Z r'' My Commission Expires: - '. ~~~ w ° ~' r-r 0 ``' ~ " ac - (SEAL) NOTARlAi. SEMI. ~:.: ~_ o WILLIAM A. YOC1JIt11, Idotar~ Pti~ic ~ ~~ ~ o .,.l~st~ Htfi 8oro, G~tmberlanU G~t~~`~ ~ ~ '"' CERTIFICATE OF RESIDENCE '"~ri``~`~~£~~~~ ~~~~~~.'?> c~, ~~~ ~'.~ ~ L~v~, new ac ~ ~ ~ o I, hereby certify that the precise residence of the Grantee herein is as follows: ~ o U Kathryne E. O'Hara 5249 E. Trindle Rd. Mechanicsburg, PA 1705 5 t ~. Attorney for Grantee tt~~ ., ~~" ~"~"'- ~-~-•------ ; t:, i (,. r, ~ ~ ~, , ~,: z COMMONWEALTH OF PENNSYLVANIA ) ..~ ~ , ;~,- , ~ :' °`~ ~ "~ ::. ` *: ` 3 ~ SS - ~_ COUNTY OF CUMBERLAND ) c U RECORDED IN THE Office of the Recorder of Deeds, in and for said County, in Record Book Page WITNESS my hand and official seal this ~b day of ~~ ~ , 2000. ~'' ~~ < ~~y *~l=- Recorder of Deeds • a. ~ ; ~.S ~ J s +. FY" ..yy 1' 3 * s.. A ~' '. ./r X e ~,~. L w l ~Vrc ~ . ~_. „g. i BOOK ~~•7 PAGE 4~ Please Rehm This Portion With Your Paymerrt FROM: Telephone Number: Fax Number Alternate Number: E-Mail: T0: Rick Sellars Appraisals 807 2nd Street New Cumberland, PA 17070 AMOUNT DUE: S 350.00 AMOUNT ENCLOSED: ,,_ ~t ~ a~,,: -~ S110201Ar 2-9-2011 _ A ~ ~ ... Internal Order#: S110201Ar Lender Case #: S 110201 Ar Client File #: S 110201 Ar Main File # on form: S 110201 Ar Other File # on form: S 110201 Ar Federal Tax ID: 01-0874004 Employer ID: _ __ ~A~in Filo Nn C11fS9r11Gr' Pano #1' J Main_File No. $110201Ar Pa~e_#3!. Sellars Appraisals 807 2ND Street New Cumberland, PA 17070 Phone:717-889-5168 Re: Property: 314 Eutaw Avenue New Cumberland, PA 17070-1848 Borrower: O'Hara, Kathryne, the estate of File No.: S110201Ar In accordance with your request, we have appraised the above referenced property. The report of that appraisal is attached. The purpose of this appraisal is to estimate the market value of the property described in this appraisal report, as improved, in unencumbered fee simple title of ownership. This report is based on a physical analysis of the site and improvements, a locational analysis of the neighborhood and city, and an economic analysis of the market for properties such as the subject. The appraisal was developed and the report was prepared in accordance with the Uniform Standards of Professional Appraisal Practice. The value conclusions reported are as of the effective date stated in the body of the report and contingent upon the certification and limiting conditions attached. It has been a pleasure to assist you. Please do not hesitate to contact any of our staff if we can be of additional service to you. the fi Ri k Sellars, PA Cert. Res RE Appraiser Sellars Appraisals (717)583-1889 Main File No, S110201Ar~ Page #4 ,„ S110201Ar Summary Appraisal Report ~~RI~Cf11A RFC111FI11TIA1 APPRAISAL RF ART cciou~ ~ti~n~n~a~ Pro~ertyAddress__ 314_ Eutaw_Ayenue____.__ ___ ____ _ _-____ _ . -___Cty_ New Cumberland _,__ _______State PA- _ __ _ Zip Code_~7070-1848_ Legal Description__Deed_Book2171-Page_464 __ -___ ___, ___ - ____._ _ .____ __CountyCumberland _ __ _ _-- __ _ _Tax Year _2.011 ___. R.E_Taxes 2 629 16_____._ Special_Assessments X0.,00 Assessor's Parcel No. 25_25-0006-123 ________-~_________ Borrower O'Hara Kath ne the estate of Current Owner O'Hara Kath ne the estate of Occu ant: Owner Tenant k' Vacant Pro a ri hts a raised 'Fee Sim le Leasehold Project T e PUD Condominium HUD A onl HOA N/A Mo. Nei hg_borhood or Project Name New Cumberland Borough ____________Ma~Reference 6 CoMetro -___ __ Census Tract 0108_00____________ _ Sale Pnce_~_N/A __ ____Date of Sale N/A _- _ ___ Description and $_amount of loan charges/cancessions to be paid by seller_ N/A _ Lender Client __---------.-- --- -Address ----------- --- - -___ ------ ------ A raiser Rick Sellars PA Cert. Res RE A raiser Address 807 2nd Street New Cumberland PA 17070 Location Urban Suburban Rural Predominant PRICEe ami y oAGng present land use % Land use change occupancy $(000) (yrs) One family ___ 80 _~ ~ Not likely Likely Built up ;~, Over 75% 25-75% Under 25% __ 5 In process 20 2-4 famil 70 I L }~ O ___~ y ___ _ __ ow ,_ __ wner Growth rate Rapid X Stable Slow i 2 T __ o: __,_-_________ __ Property values Increasing ;~ Stable Declining Tenant f_~300+ Hi h 100+ Multi-family __ __ ` Predammant 10 _. _ Y Commercial a Demand/ su I Pp y g { ) 0 a __ + X ov ' 3 ~ - mos. ~__.- J, ~ , - 150 75 r 5% Over 6 mo s. Vac e ' 3 6 mos Under Marketin time-_-' -- -=-1-Park - - --3 - --- ----- - ----- Note: Rocs and the racial composition of the neighborhood ors not appraisal factor. Neighborhood boundaries and characteristics: The neighborhood is bounded on the east ~ Bridge St., on the west b1r Poplar Ave., on the north by___ 5th St.Lon the south by the Yellow Breeches Cr. _ _ _ __ ___ ___--_______ ___~ _-`-_ Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): The sublet is located in the Borough of New Cumberland Cumberland Count PA. The neighborhood consists of a compatible mix of most! - and 2.5 story homes of varying quality intermixed with some rental propertiesLchurches, .and some small-town _ older attached and detached 1 - - -- - ---------- -- commerciat establishments. All amenities and malor traffic arteries are convenient to the subject pro_pertY______-____"_____ _i__ Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/suppty, and marketing time -- such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): General_marketing conditions in the area are rated as average as of the date_of this appraisal with home~rices remaining relatively stable or _ increasing slightly in this area_TyQcal loan discounts in the area are one to three points and are generally_paid_~the bu e~ r but~artici atp ion __ from the seller has become more common recently. -__-__ `_. Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? :Yes No N/A . Approximate total number of units in the subject project ____N/A _ Approximate total number of units for sale in the subject project __!-._ __ Describe common elements and recreational facilities; ___ __ Dimensions 25,22 X 140 X 25.22 X 140 Topography _Basicall~Level - _`_ Site area 0.08 Acres __` __,___ __-_____,_ Corner Lot ' Yes ~{ No Size _Average _ -_____ Specific zoning classification and description _R 2 /Residential ____ ___`________ Shape Rectan ug lar ~ -__ Zoning compliance ;~{ Legal Legal nonconforming (Grandfathered use) ' Illegal No zoning Drainage Average ,__________ & best use as improved: Present use_ Other use ex lain _i__- _ __ Highest View _Average _`__ . UtNities Public Other ~Oft-sitelmprovements Type Public Private Landscaping _Avera~ ___ ______ Electricity ;~ -_ Street As hag It ~_ __. ~ Driveway Surface _____`__,None ____ _ Gas ,~ In Street Curblgutter Concrete - '~` Apparent easements None Apparent ---- -- ---- ______^____ Sidewalk Concrete,-__ -_!______ }~ FEMA Special Fload Hazard Area ,- ;Yes }{ No Water ~ _ Sanitary sewer ~ __.,__-__.. Street lights Incandescent ____` }` FEMA Zone X ___-, Map Date 3!16!2009 _ Storm sewer _ .~ Alle Asphalt ~ ` ~ FEMA Ma No. 4204100301E ^_-_ Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etc.): There are no_~__ apparent easements would have an adverse effect on the marketability of the subject property. "' It appears that th_e rear neighboring building is encroachin on the subject roe .This issue would have to be 1e all resolved before either ro ert could be sold." GENERAL DESCRIPTION EXTERIOR DESCRIPTION I FOUNDATION i BASEMENT ' INSULATION No. of Units One______ Foundation Stone&Brick~ Slab N/A __ ____ Area Sq. Ft. __________ 776 Roof _ No. of Stories 2.5 --- Type (Det./Att.) Semideta Exterior Walls Brick&Alum - Roof Surface Rubber Crawl Space N/A i~ % Finished __ __ 5%_ -- ~Ceiling Joists -_~ Basement 100% Ceiling _-_ Walls __` _ Design (Style) 2.5-Sto_ry Sep E ti i _ Gutters & Dwnspts. Aluminum ~~ bl H Wi T ^ l Sump Pump No 'Walls Stone_&Brick ' ete None Noted Floor Conc f D Floor -__ None x ng___- s Existing/Proposed u_ ng_ , e ype Dou ndow r __ `i ampness ______ Age (Yrs.) 110+- StormlScreens Storm Units !Settlement None Note___ d -_~ Outside Entry _Y_ es _ ____ Unknown _ }~ Effective A e rs. 30 Manufactured House No Infestation None Noted ~ Bilco Door ROOMS __ --- _ Foyer - _Livin~- Dinin - .Kitchen Den - Famil Rm. Rec. Rm. Bedrooms # Baths _ - Laundry_ __Ot her Area~• Ft. ___ Basement ~ 0.5 ~ --776- Lev_ei-~--- ---_ ----- - -- - ----- - ~ - ?__ - ~- ~- ---- - -- - -- - -- - --- ----- ----- ---- --- ---- 776 Levee) 2 --- ----- ----~ -- ---- ---~ --- ---- ~ 3 1 ----- ---- ----- 776 --- -- --- ~ -- 1 ~ 1- ----- -- -- 286 Finished area above rode contains; 7 Rooms 4 Bedroom s ~ 1 Bath s ~ 1 838 S uare Feet of Gross Livin Area INTERIOR Materials/Condition Floors _HW/Inoleum/C t/Fair HEATING ~ Type _F1N~ KITCHEN EQUIP. Refrigerator ATTIC None AMENITIES Fireplace(s) #__`.___ CAR STORAGE: Nane ' Walls Plaster/ Average ` Fuel -Oil _- ~ Range/Oven !X Stairs X Patio _ _ ! ,___ Garage # of cars TrimiFinish ChestnuUGood __ Condition Avg`__ Disposal Drop Stair Deck __ Attached ___ Bath Floor Car~etlFair COOLING Dishwasher ~ Scuttle Porch 2 Porches____ ~ Detached 2 Car Det. Bath Wainscot -Fiberglass/Av~_ Central None FaNHood Floor x Fence ______ ~ Buitt-In _______ Doors Wood/Avera__ge___ Other _N/A Microwave Heated ~ Pool iV__.__ Carport __~. __ Condition N/A Washer D er Finished Drivewa Additional features (special energy efficient items, etc.): Older 2.5 story semi-detached home that is need of a good a_m_ o_unt of cosemetic ugdatin~_-_ Newer furnace and rubber roof. Condition of the improvements, depreciation (physical, tunctional, and external), repairs needed, quality of construction, remodeling/additions, etc.: There is no _ economic_or functional obsolescence. As of 5-17-2010 the tennants had damaged some doors and cabinets_and there were some holes in _` some of the walls_There was ma ig c marker rg affiti on the bedroom wails and doors and the area meets had been_dam_aged• The roof appears to be_in~ood condition with_no evidence of leaks on the interior. __ ___ _________- _______! -___-__ Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of the subject property.: There were no apparent adverse or hazardous conditions observerd at the time of ins action. ___ F rPC1diP Mar Fnrm 7n 6/4'~ PAGF 1 OF 2 Fannie Mae Form 1004 6/93 form UA2 - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE - Main File No. $110201A_r Page,#5I S110201Ar nnlrt'. 1u QCC1E1~'MTIAI APPRAISAL R~ f1RT ~uoN„ ~~~n~n~ar rai ----- ------ -------------- --- ESTIMATED SITE VALUE _ $ ____-_`_ _-. _____ - Comments on Cost Approach (such as, source of cost estimate, site value, ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS: square foot calculation and for HUD, VA and FmHA, the estimated remaining Dwelling ____ __-_ 1,838 Sq. Ft. Q$ __ __-.-___ _ $_ ~ economic life of the property): The cost_approach_was considered and 776 Sq. Ft. Q$ -_____` = deemed to be an ina~proQriate indicator of value, in this__ _ appraisal. Estimated remamingecano_mic life is estimated to be- - . • GaragelCarport _. Sq. Ft. @$ _-____-- _ --- 30_ years_______- _-___-__ -- Total Estimated Cost New = $ _- -- _ _-- ----_ -_-_- _ --_____. _..__-- - .. Less Physical Functional External -- ------ Depreciation _________l__;___-~_---- _$ -- -- -- __-- ___.__ _ _-_-- -_-- Depreciated Value of Improvements =$ -__`__-__.___-______-____- -.-_. __----__--__ "As-is" Value of Site Improvements =$-___~ ----------- INDICATED VALUE 8Y COST APPROACH = ITEM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPARABLE N0.3 __ ___ _ 314 Eutaw Avenue 312 Eutaw Avenue 530 Market Street 413 4th Street Address New Cumberland PA New Cumberland, PA _ New Cumberland,PA -___-___ New Cumberland, PA Prozimi~to Subiect_~ *~~ : ' ~' ` Less than 0.01 miles 0.39 miles N __ ___ 0 16 miles N Sales Price N/A '~ 132 000 90 000 .,-.;;~~, , ~ 126 500 PriceLss LivingArea _.-- ------ / ~_____-_81.89 t ,;, y 51,02 / .~~ 3, ~ ~ - ~ s ~ . ~-------69.51 l Data and/or Inspection MLS # 10187274 MLS # 10175991 MLS # 10183734 Verrfication Source o_n 2-5-2011 ____ County Records __ County Records ~`_____ Couny Records _____ __ __-_ VALUE ADJUSTMENTS DESCR{PT10N DESCRIPTION _~$ Ad~ust. __ DESCRIPTION +_~-~d~ust. _ _ DESCRIPTION _- +(_)$ Adjust_ _ Sales or Financing ~ f ~ ~ Convl7 DOM Conv/89 DOM Conv168 DOM Concessions ~~ ~ ^ ~ ~'`~-_ ~- CH None ____ CH None ___-, __ - __. CH $ 6 276 _~ -2 481 ----1-- --------~-- -, ---- pate, of Sal~ime___ k~.... ; ~' 12-30-2009 6-22-2009__ _,-__ 12-15-2009 -„_____,__ Location ______ Average Avera_~e Average __ ____-___ Avera9e, --~._ LeaseholdjFee Simple _ Fee Simple _ Fee Sim le __ ___ Fee Simple_ ____ ___ _ _Fee_Sim Ike __ _ _ Site 0.08 Acres 0.08 Acres 0.08 Acres -____,_- 0.0~ Acres ____i ,_ -__ Vtew__ __ ____-_ Average _^ ___ Average _„_ Average ___ ____ Averag_e_` --- - - -_ . Desi n and A~Qeal __ 2.5 Story Semi-De 2.5 Story Semi-De ^_ - _ 2.5 Story Semi-De __-_ -_ 2.5 Story Semi=De i_ ---- Quality of Constructlon __ Brk&Alu/A_vg:___ Brick/Avg__ ______ Brick/Avg• _-_-___`_ -_..._ Viny_VAv~_____________ __-___ Age 110±= 110+_ 110+- ---- -- _100±-.-- - -- ------ _- - - -- Condition_ _-__._- _ _ -- ---- Slightl~BelowAvg, _ Good ___ -10 000 Average __-______,_._5 000_ Ayerage_______ ,-___- -5000_ Above Grade Total Bdrms`Baths Total Bdrms Baths Total Bdrms Baths _To_tal_Bdrms Baths Room Count 1 7 4 ` 4 _1.5 _ -2,000 7 __6 __ 3 ~ 1 __8____ 5_ 1 _- Gross LivingAcea _- ____ _ __ 1 838 Sg FL _ 1,612 S~Ft. +2,300 ____ 1,764 Sq. Ft. _, _- 0 _ __ 11820 SQ• Ft• ___-___^ 0 Basement & Finished 100% / 5% 100% ! 0% 100°!0 / 0% 100"/0 / 0% Rooms Below Grade Bath _______+1,000 None _ None _ ,-__-_.~ 400 None___-___ `__±1 000 • , Functional Utilit}~_____._ . Average _-___ __ _ Average __ __. _ Average __ ___ _Avera~e __,___ __,-_ Heatin Coolin~___- OFWA/None _ GFWA/Central _,_ 5,000 OFWA/None , -`_-___ GHW/None __`__.______ Energy Efficient ftems Storm Units -2,000 Newer Windows Storm Units _____ Storm Units ___.~__ GaragLrQort _____ ___ 2 Car Detached -_-_ Offstreet +6,000 Offstreet _ __ ±6 000 1 Car 2StoryDet ,__,-_ Porch, Patio, Deck, 2 Porches Porch,Patio Porch,Patio 2 Parches Fireplaces etc None None None _ ________,____ None___ _-_ _ __ Fence Pool _etc. ___- -_ None __` _ None _ None _ ___ None_,_ _ None Su eriorKit&Bath -20 000 None __ - Slig_htl,~Su~Kit&ba _^ -15 000 _ - ---- Net Atlj_ totalL_-- ,;~, ~- ,, , F - + ' - -29, 700 _ + - 2 000 ____L- . - + ' - --- _-21 48.1 _ Adjusted Saes Price "{ ~.) ~ t" ~~ ~~, ,Y, ;, ~~~~~ ~ of Com arable ~ ~' ~" ~ • - ~~~ 102 300 92 000 105 019 . ~ Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc.): The sub'ect~ropert1r is an older 2.5 story _ semi-detached home that is in need of a good deal of cosmetic updating due to the damage the last tenants did to the~r~rt rLas of ___ 5-17-2010. Comparable 1 was the property next door that had extensive updating and was in superior condition. Comparable 2 was a relativel similar size_home of average condition. Comparable 3 was a similar size home of average condition but had a slightly superior kitchen-and i__ bath. Th_e condition adLstment reflects the estimated market reaction to the tenants damage. Ail the compara_ble_s_were located in the Borough of N_e_ w Cumbe_ nand. Th_e_se were considered to be the best available com arables and establish a range of v_al_u_e_for t_he subLect~roperty. ITEM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPARABLE N0.3 Date, Price and Data None In Last None in Last None In Last None Vn Last Source, for prior sales 36 Months 12 Months 12 Months 12 Months withi~earof a raisal Coun~Records County Records County Records ____ _Coun~ Records __~_ Analysis of any current agreement of sale, option, or listing of subject property and analysis gf any prior sales of subject and comparables within ane year of the date of appraisal: There is currentl~no agreement of sale pendi__ng__on the subject propertY__ __ ___- __ ____` INDICATED VALUE BY SALES COMPARISON APPROACH - $ -102,000_ -. INDICATED VALUE BY INCOME APPROACH if A licable Estimated Market Rent _- N/A Mo. x Gross Rent Multi tier _ -__ _. __ _ -_- ___ _ ._______ _ _ This appraisal is made "as is" subject to the repairs, alterations, inspections or conditions listed below subject to completion per plans & specifications. Conditions of Appraisal: This appraisal is made in " AS IS 'condition as of 5-17-2010. The attached addenda are made an inte ral pan. of this __ ___ a raisal. __ _ __ __ _ __ e~ ------- ------ ---- Final Reconciliation: The direct sale comparison approach is considered to be the most accurate method of achieving fair market value. Insufficient - - - --- data was available to dev., elop-the_income approach. Any unauthorized changes to this appraisal after it has been s~ned will void the appraisal. The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report, based on the above conditions and the certification, contingent and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/FNMA form 10048 (Revised _____06/9.3______). I (WE} ESTI THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF ___ __ 5-17-2010 -_ ____ (WHICH I THE E OF 1 PE 0 D THE EFFECTIVE DATE OF THIS REPORT) TO BE $ _- __ 102, 000 ______ _ ___ • APPRAI R: SUPERVISORY APPRAISER (ONLY IF REQUIRED): Signature __ Signature __`__,___-_____.____ _ __,._____ Did Did Not Name_-Flick S._-Ilars __ Ce _ Res_RE A~praiser__,__ _^__ Name _!___`_,____ _ _ __ _.____ Inspect Property Date. Report Signed Febru~l0 2011 _ _ __- ~__ Date wort Signed __ _ _ _ _ _ ~ ` _ ~ __^__ State ___ RL 001908L State PA State Cert'Ificatian # State Certification # _ __-i-_ ~__ _ __ _ _ Or State License # State Or State License # State Freddie Mac Farm 70 6/93 PAGE 2 OF 2 Fannie Mae corm iuu4 b-y~ Form UA2 - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE MetLife Inc (ME~C) -Stock chart, .Index chart - MSN Money Page 1 of 1 rJ r n; o' y ~o~L ~ DC7YY 1 . ~ ,1 O .a5 +O. ~l ~ 7, ~ ~~ r ~~ U S. rvarkEets open ~" '~ ~ 1'~C~ NASDAQ 9.38 -1 Fl p Cl6% 5aP 'l,.e f.4 -1.533 -,,I,1.-;~+ '~ Historical Prices MET 48.13 i -0.34 -0.70% ~e~ tir•,a MetLife Inc ~r~~s.., find prices for: MET ~~ Qw UOTE~ ~t1NgAUlC-N'T'ALS EAf2hv4NGS r'1N.ALYSIS F'INANCIAt.;i C?11`JNERSH!P __ Jn±hr7-,~;Y <"s~~T!C!v~7 HISTORICAL PRICES METLIFE INC DATE HIGH LOW 5/18/2010 42.5700 40]x00 ,a... 5/17/2010 42.0000 40.5200 r~ -•+- 5/14!2010 42.7700 40.7200 5/13/2010 43. B00 4 0 5/12!2010 44.0500 43.2300 5/t 112010 44.0800 42.9500 5!10!2010 44.8400 42.6800 !'l~ai3 ~.,G":fi-ilCr~if :~!`.?/20: 1 1(}.~.';I.^ih.i E:: :lriir;~~1 .~iC~.3r~~N;ltd ?;!fib? DATA PROVIDERS OPEN CLOSE VOLUME 42,4600 40.91 U0 7,240:500 41.3200 418000 6,368,800 x2.5400 41.320G 8, 3<i8 600 43.7100 43.0700 3,949..500 43, 5700 43.6400 6,199,800 43.2800 43.2300 6,868.300 42.6800 44 1100 9, 719, 500 Copyright CO 2011 Microsoft. All rights reserved. Quotes are real-time for NASDAQ. NYSE and AMEX. See delay times for other exchanges. Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions}. Real-time quotes provided by BATS Exchange. Real-tune index quotes ar,d delayed quotes supplied by Interactive Data Real-Tima Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by lacks Investment Research. IPO data provided by Hoover's Inc. Index membership data provided by SIX Telekurs. Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes Canadian fund data provided by CANNER Finanaal Exchanges Ltd. r ~ I~ l.~_ ~ ~ `-~1.7ys ~f 1. so X 3 B shy http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=7&compsyms=&D4=1 &DD... 2/9/2011 SUS UEHANNA Q ALLEY FEDERAL C R E D I T U N I O N August 2, 2010 David H. Stone Stone LaFaver & Shekletski 414 Bridge Street PO Box E New Cumberland, PA 17070 Re: Estate of Kathryne E. O'Hara SS#: 201-16-0215 Date of Death: 5/16/2010 Dear Mr. Stone: Below is the information in which you requested regarding the accounts of Kathryne E. O'Hara. She had her personal account (#403) and was a joint owner on her son's account (#600). The IRA account has its own beneficiary and is handled individually. Acct # Account Owner/Type DOD Balance Joint Owner Date Joint Owner Added 403 Kathryn E. O'Hara 403-00 Savings $11,955.50 Terry L. O'Hara 1/7/2006 403-40 Checking $5,955.45 None 403-45 Premium Checking $1,551.31 Terry L. O'Hara 1/7/2006 IRA ~p~,,~„~ ~5 ~-,. $22,977.96 None L . ~~ N-a~ 600 Terry O'Hara 600-00 $4,509.81 Kathryn E. O'Hara 1/7/2006 600-45 $1,241.11 Kathryn E. O'Hara 1/7/2006 Please let me know if you need any additional information. Kind regards, Kathy Jo McCabe Member Services Supervisor www.SVFCU.org r ~ ~ ~~ .~ 2 ~R'~9- e~ DEED Tax ID # 10-22-0523-008 ..., THIS INDEr~'['URE, made the ~f ~ day of ~~ ~~ ti ~ ~ in the year Two Thousand and Two (2002). BETWEEN KATHRYNE E. O'HARA, the unremarried widow of BRUCE L. O'HARA, of the Township of Hampden, Cumberland County, Pennsylvania, hereinafter referred to as "Grantor", party of the first part. KATHRYNE E. O'HARA of the above referred to Borough, County and State and TERRY L. O'~:[ARA, her son, of Hampden Township, Cumberland County, Pennsylvania, hereinafter referred to as "Grantees", parties of the second part, as joint tenants with the right of survivorship. WITNESSETH, that said Grantor party of the first part, for and in consideration of the sum of One Dollar ($1.00), lawful money of the United States of America, well and tru~ paid by the said Grantees to the said Grantor at and before the sealing and delivery of these ~ ~ rn presents, the receipt whereof is hereby acknowledged, have granted, bargained, sold, aliened, ~ o ~ enfeoffed, released, conveyed and confirm, and by these presents do grant, bargain, sell, alien, ~r o ~ enfeoff, release, convey and confirm unto the said Grantees, their heirs and assigns. ~ z ^~ ~'' o =~ ;v cy ALL that certain tract of land situate on the north side of the Trindle Road in the Township o~ ~ ~'~' m Hampden, County of Cumberland and State of Pennsylvania, bounded and described as follow, ~ m ~ wit:- :~ --~ ~v ~ f "L7 BEGTJ~NING at a point in the center line of the Trindle Road at the corner of other property now or formerly of Charles E. Brandt; thence along the line of said other property now or formerly of Charles E. Brandt north 21 degrees 50 minutes west four hundred twenty-two and three-tenths (422.3) feet to a stake on the line of property of the United States Naval Supply Depot; thence along the line of said property of the United States Naval Supply Depot north 68 degrees 15 minutes east eighty (80) feet to a stake; thence along the line of property now or formerly of Charles E. Brandt, south 21 degrees 50 minutes east four hundred twenty-two and six tenths (422.6) feet to a point in the center line of the Trindle Road; thence along the center line of said Trindle Road south 67 degrees 18 minutes west eighty (80) feet to a point, the place of BEGI][~NIrtG. Containing seventy-eight hundredths (.78) acres, neat measure. BEING improved with dwelling known as 5247 East Trindle Road, Mechanicsburg, Pennsylvania. BEING the same premises which Charles E. Brandt, single man, by deed dated June 10, 1948, and recorded in the Cumberland County Recorder's Ofiice in Deed Book 13Y, Page 46, granted and conveyed unto Bruce L. O'Hara and Kathryne E. O'Hara, his wife. The said Bruce L. ~oo~ 25~ ~AC~14~0 O'Hara died September 26, 1978 causing title to vest in Kathryne E. O'Hara by operation of law. THIS is a conveyance from a mother to herself and her son and not taxable. UNDER AND SUBJECT to zoning regulations, ordinances, easements, building and other restrictions, privileges and rights of public service companies, rights, of way, reservations, and protective covenants of record and those visible on the subject premises, and subject to all agreements or like matters of record or visible on the premises, and subject to all rights and ownership in the public in roads, streets and highways, whether or not opened. TOGETHER with all and singular the tenements, hereditaments and appurtenances to the same belonging, or in anywise appertaining, and the reversion and reversions, remainder and remainders, rents, issues and profits thereof, AND ALSO all the estate, right, title, interest, property, claim and demand whatsoever, both in law and equity, of the said Grantor of, in, to or out of the said premises, and every part and parcel thereof. TO HAVE AND TO HOLD the said tract of land with all and singular the premises herein described together with the appurtenances, unto the said Grantees, their heirs and assigns forever. AND the said Grantor hereby covenants and agrees that she will warrant specially the property hereby conveyed. IN WI'T'NESS WHEREOF, the said Grantor has caused this Deed to be executed the day and year first above written. WITNESS: GRANTOR: ~2~ /Z~1 ~ {SEAL) K thryne E. 'Nara COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) On this ~ ~~ day of ~ l b~ h ~ ~ G,~~ 2002, before me a Notary Public, the undersi ned officer, ersonall a eared KATHR~C~VE O' known to me or g P Y PP H[ARA, C satisfactorily proven) to be the person whose name is subscribed to the within document and Page 2 of 3 AnnK ?..~Cl F~F~r~i d.`~1. r • t. L 1 t acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and ~ ,. Notary Public ~ ~ ~ • ~ '-_~c~.~ NOTARIAL SEAL Wll_LIAM A. YOCUM, Noi:ary Publ~C CERTIFICATE OF RESIDENCE C~~rnp Hid Boto, Cumba~land Count~t t:'y Commis Sian i=rair~ June 27, 214 I, hereby certify that the precise residence of the Grantees herein is as follows: Kathryne E. O'Hara and Terry L. O'Hara 5249 East Trindle Road Mechanicsburg, PA 17050 t Attorney for Grante COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) RECORDED in the Office of the Recorder of Deeds, in and for said County, in Record Book ,Page WITNESS my hand and official seal this day of , 2002. I Certi fy this to be recorded Recorder of Deeds In Cumberland County PA o~ ~~ 7° ~'~ Page 3 of 3 ~~ , o 0 ~~~• Recorder of Deeds ~lfl(11( ~~~ D~~r• r1 r3n Cumberland County Board of Assessment Appeals Old Courthouse, First Floor One Courthouse Square Carlisle, PA 17013 10008346-3A-21544 I~~~III~~~III~~~~I~I~II~~~~~II~~I~I~~I~I~~~I~I~I~~II~1~~1~1~~1 O'HARA, KATHRYNE E ~ TERRY L O'HARA 5249 EAST TRINDLE ROAD MECHANICSBIIRG, PA 17050-3552 23868 T67 'P1 Deadline for Scheduling an Informal Review Appointment: August 10, 2010 .For details, please see the reverse side. NOTICE OF CHANGE OF ASSESSMENT ~fhe Cumberland County Board of Assessment Appeals is providing you with notice of the value on this property, determined as a result of the Cumberland County countywide reassessment completed this year. The countywide reassessment values each property at current Fair Market Value, as of January 1, 2010, equalizing and establishing a uniform tax base so that properties of like characteristics and the same actual Fair Market Value will be taxed the same. VALUE NOTIFICATION '~ ~iAILINO D11TE: July 1, ZO10 Tunic.: 10 - B~NPDSN TOWNSHIP School: 4 - CIID~8RIJIND V]-LLBY SD Locations 5449 E TRINDL$ R011D L7ilND Taxable Property Land Size: .78 acre Property Type: R Residentfal(IInder 10 7-cres) Ho®estead approved ESTIMATED TAX IMPACT FORMAL APPEAL DEADLINE: August 10, 2010 Parcel Identifier: 10-22-0523-008. .~,.~,~ 2010 base Year Assessed Value Old Assessed Value Fair Market Value (2010 Market x 100°~) (2004 Market) Land 66, 000 66, 000 45, 000 Buildings 126,100 126,100 121, 950 TOTAL 192,100 192,100 166,950 2010 Clean and Green Values Land NOT NOT ~` Buildings APPLICABLE APPLICABLE APPLICABLE TOTAL C/ear~ and Green values apply.. to:„qualified faun and .forest: land and" become' effective only upon application and approval: ' C/ean..and.Gr+aen applications mus~,be:received by the. Assessment Office no later. than 4:30 p.m. on C?ctobe~" 15, 2010. Those previously approved for, G/eanand Green.do not need to re-apply: m - .., , Below is your preliminary estimate of county taxes for 2011 (after reassessment), compared with your 2010 (current) county taxes. A total estimated tax profile (county, municipal, school district) is available online. See our webpage, www.ccpa.net. Click under "Reassessment" in lower right of home page. Current 2010 County mills = 2.579 Adjusted 2010 County mills = 2.074 $ 431 2010 COUNTY Tax BEFORE Reassessment. $ 398 2010 COUNTY Tax AFTER Reassessment. (see reverse side)